Greater Bay Bank
Industry: National commercial banks company
DescriptionHeadquarters: East Palo Alto, California, CA Founded: 1984 Parent organization: Wells Fargo
Greater Bay Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Greater Bay Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Greater Bay Bank Employees
Comerica Bank June 2006 - Present
Greater Bay Bank October 2004 - September 2005
Cupertino National Bank July 2000 - April 2004
Symantec Corporation May 2000 - July 2000
PrO Unlimited @ Symantec Corporation December 1999 - May 2000
Skills
Loans, Portfolio Management, Mortgage Lending, Analysis, Credit, Real Estate, Management, Customer Service, Construction Loans, Budgets, Account Reconciliation, Auditing, Finance, Financial Analysis, Banking, Accounting, Outlook, Commercial Lending, Investments, Project Management, Credit Analysis, Invoicing, Microsoft Office, Cash Management
Education
San Jose State University 1997 — 2000
BS, Finance
West Valley College 1994 — 1997
AA, Liberal Arts
Cupertino High School 1989 — 1993
diploma
Umpqua Bank April 2014 - Present
Umpqua Bank July 2013 - Present
Umpqua Bank April 2011 - Present
Mechanics Bank June 2010 - April 2011
Mechanics Bank August 2007 - June 2010
Greater Bay Bank March 2006 - August 2007
Bank of Agriculture & Commerce/ECC Bank July 2002 - March 2006
Westamerica Bank May 1999 - 2002
Wells Fargo June 1993 - May 1999
Skills
Specialty lending - I..., Loans, Commercial Lending, Commercial Banking, Small Business Lending, Asset Based Lending, Credit Analysis, Commercial Mortgages, Banking, Credit, Lines Of Credit, Underwriting, Credit Risk, Treasury Management, Retail Banking, Portfolio Management, SBA, New Business Development, Finance, Financial Statement..., Working Capital..., Deposits, Financial Analysis, Consumer Lending, Mortgage Lending, Commercial Real Estate, Loan Origination
Education
Pacific Coast Banking School, University of Washington 2009 — 2011
Masters-Level, Banking
California State University-Fresno 1990 — 1995
Finance
Bridge Bank Senior Vice PresidentTorrey Pines BankJanuary 2011 - Present
Wells Fargo Bank January 2008 - December 2010
Greater Bay Bank 2000 - 2008
Skills
Banking, Commercial Mortgages, Construction Finance, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Credit, Portfolio Management, Mortgage Lending, Underwriting, Financial Analysis, Finance, Consumer Lending, Loan Origination, Refinance, Real Estate, Cash Management, Credit Risk, Financial Services, Mortgage Banking, Risk Management, SBA, Treasury Management, Retail Banking
Education
Menlo College 1976 — 1980
Bachelor's degree, Business Administration
San Marcos Baptist Academy 1973 — 1976
Visa June 2008 - December 2013
Magellan GPS October 2004 - June 2008
Greater Bay Bank August 2004 - October 2004
SanDisk May 2004 - August 2004
Pacific Gas and Electric Company January 2003 - April 2004
Ultimedia Inc. June 2000 - November 2002
eTime Capital January 2000 - June 2000
Computer Curriculum Corporation February 1996 - January 2000
Varian Associates, Inc. (EIMAC Electron Tube Division) March 1992 - December 1995
Varian Associates, Inc. October 1988 - March 1992
Skills
Revenue Recognition, Controllership Functions, Technical Accounting..., Project Management, ERP Implementations, Internal Controls, White Papers, Financial Policies &..., Process Improvement, Accounting, Forecasting, Finance, Sarbanes-Oxley Act, Financial Modeling, Auditing, Financial Analysis, Management
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting and Finance
San Jose City College 1975 — 1977
Associate of Arts (A.A.), Business Administration and Management, General
Citrix April 2015 - Present
Citrix April 2014 - April 2015
Citrix August 2012 - April 2014
Design Reactor March 2012 - July 2012
Design Reactor June 2008 - April 2012
Stanford University 2007 - 2008
Greater Bay Bank 2007 - 2007
Dick Clark Productions 1996 - 1999
Suissa Miller Advertising (acquired by Dailey & Associates) 1994 - 1996
DDB Needham New York 1993 - 1994
Skills
Digital Marketing, Mobile Applications, User Experience, Digital Strategy, Project Management, Web Project Management, Program Management, Marketing, Digital Media, Mobile Devices, Leadership, User Interface Design, Marketing Communications, Information Architecture, Strategic Partnerships, Digital Signage, Motion Graphics, Interactive Marketing, Product Design Support, Creative Services, Video Production, Production Managment, Project Planning, Project Resourcing
Education
Rutgers University-New Brunswick 1988 — 1993
B.A., Economics
JP Morgan Chase Bank, NA September 2012 - Present
JP Morgan Chase Bank, NA August 2010 - August 2012
JP Morgan Chase Bank, NA July 2009 - July 2010
Frys.com October 2008 - July 2009
Greater Bay Bank 2007 - 2008
Paramount's Great America September 2004 - April 2007
Paramount's Great America January 2003 - September 2004
Macsense February 2001 - February 2002
Heald College July 2000 - January 2001
Skills
Microsoft Office, Reporting & Analysis, Data Entry, Series 6, Series 63, Finance, Human Resources, Management, Loans, Project Management, Financial Analysis
Education
San Jose State University 2005 — 2008
B.S. Degree, Business Administration; Marketing
Mission College 2001 — 2004
General Education
Heald College, School of Technology 1999 — 2001
Associate in Applied Science degree, Computer Technology
URUNDUL GROUP September 2010 - June 2014
HSBC 2007 - 2010
Greater Bay Bank 2006 - 2007
City National Bank 2004 - 2006
Comerica Bank 2002 - 2004
Skills
Strategic Planning, Business Strategy, Portfolio Management, Business Development, Strategy, Risk Management, Start-ups, Credit, Management, Leadership, Entrepreneurship, Loans, Analysis, New Business Development, Sales, Program Management, Competitive Analysis, Negotiation, Commercial Banking, Marketing, Coaching, Financial Risk, Finance, Financial Analysis, Strategic Partnerships, Business Planning, Budgets, Sales Management, Team Leadership, Contract Negotiation, Marketing Strategy, Asset Management, Banking, Forecasting, Recruiting, Relationship Management, Credit Analysis, Project Management, Financial Services, Commercial Lending, Mortgage Lending, CRM, Credit Risk, Customer Service, Underwriting, Cash Management, Financial Planning, Small Business Lending, Financial Modeling, Team Building
Education
National University 1992 — 1994
MBA, Finance, General
National University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General, 3.0
University of Marmara 1987 — 1992
Bachelor of Business Administration, Finance, General
City of Santa Clara January 2013 - February 2015
Pentech Financial Services February 2007 - February 2009
Greater Bay Bank August 2005 - February 2007
Comerica Bank March 2004 - August 2005
Skills
Financial Analysis, Credit, Loans, Credit Analysis, Cash Management, Commercial Lending, Financial Statement..., Account Reconciliation, Accounting, Portfolio Management, Commercial Banking, Financial Reporting, Banking, Treasury Management, Credit Risk, Lines Of Credit, PeopleSoft, Pivot Tables
Education
University of California, Davis 2000 — 2003
Bachelor of Science, Managerial Economics
Bank of the West December 2007 - Present
Greater Bay Bank 2002 - 2007
Ernst & Young 1998 - 2002
Wells Fargo Bank 1991 - 1998
Ingres January 1990 - December 1990
PwC 1982 - 1989
Education
Golden Gate University 1980 — 1982
MS, Taxation
California State University-Chico 1973 — 1977
BA, Math-Business
Bank of the West June 2015 - Present
Bank of the West November 2013 - Present
Wells Fargo January 2008 - October 2012
Greater Bay Bank January 2006 - January 2008
Union Bank January 2004 - January 2006
Wells Fargo January 1997 - January 2004
Bank of America January 1992 - January 1997
Wells Fargo January 1990 - January 1992
SUMITOMO BANK January 1988 - January 1990
Skills
Construction, Credit, Affordable Housing, Underwriting, Commercial Real Estate, Real Estate, Due Diligence, Disposition, Real Estate Development, Portfolio Management, Commercial Banking, Financial Analysis, Management, Credit Risk, Risk Management, Commercial Lending
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Golden Gate University
Master of Business Administration (MBA), Real Estate
Chemical Bank April 2008 - Present
LaSalle Bank January 2006 - April 2008
Fifth Third Bank February 2004 - January 2006
Fifth Third Bank December 2001 - February 2004
Standard Federal Bank November 2000 - December 2001
Greater Bay Bank December 1999 - November 2000
Citi January 1999 - December 1999
Citi November 1996 - December 1998
Fremont Bank June 1995 - November 1996
Wells Fargo February 1991 - June 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, SBA, Credit Risk, Consumer Lending, Cash Management, Commercial Mortgages, Loan Origination, Asset Managment, Treasury Management
Education
San Jose State University 1984 — 1987
Business Administration, Finance
UC Irvine 1983 — 1984
San Diego Hospice and The Institute for Palliative Medicine September 2011 - March 2013
Robert Half International September 2004 - July 2008
Greater Bay Bank 2000 - 2004
Stanford Shopping Center November 1998 - July 2000
American Red Cross April 1997 - July 1998
Skills
Operations Management, Marketing, Fundraising, Account Management, Team Building, Project Management, Team Leadership, Project Planning, Product Management, Sponsorship, Advertising, Internal Communications, Integrated Marketing, Media Relations, Leadership, Press Releases, Marketing Management, Healthcare, Customer Service, Nonprofits, Management, Public Relations, Event Planning, Strategic Planning, Public Speaking
Education
San Jose State University 2000 — 2004
Masters, School of Journalism and Mass Communications
Florida International University - College of Business 1992 — 1996
Bachelors, marketing
Thoratec September 2015 - Present
Thoratec February 2015 - August 2015
Robert Half March 2014 - February 2015
Solta Medical, Inc. August 2007 - January 2014
Samuel Merritt College 2007 - December 2007
Greater Bay Bank October 2001 - December 2003
San Jose National Bank 1997 - 2001
Skills
VMware, VMware ESX, SAN, Mac OS, Microsoft Office, Windows 7, Blackberry Enterprise..., Active Directory, IIS, Mac OS X Server, CCNA, Windows Server, Microsoft SQL Server, Project Management, IT Infrastructure..., Phone System..., Information Security, Call Center Architecture, Call Center..., Linux System..., Unix Administration, SOX Compliancy, Cisco Certified, Microsoft Certified..., Cisco VoIP, ShoreTel, Unix Networking, Intrusion Detection, Cisco UCS, NAS, Wireless Networking, Solidworks, Cisco devices, Cisco Wireless, Video Conferencing, Group Policy, Switches, SQL Server, MCSE, Ubuntu, NetApp, VMware Infrastructure, Windchill, Backup Exec, mobile devi, Online Backup, Symantec Backup, Terminal Services, Avaya IP Telephony, Operating Systems
Education
California State University-Sacramento 2011 — 2013
Bachelor of Science (BS), Career and Technical Education, 3.78
Chabot College 2003 — 2006
AA, Liberal Studies
Bank of America August 2008 - Present
Stockton symphony association 2008 - 2011
Community Banks of Northern California 2002 - 2008
Greater Bay Bank 1998 - 2002
Skills
Credit Risk, Credit, Underwriting, Sales, Management, Portfolio Management, Delivering Results, Violin, Viola, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Risk Management, Financial Analysis, Small Business Lending, Relationship Management, Loan Origination
Education
Pacific Coast Banking School at University of Washington (PCBS) 2008 — 2010
Graduate, Banking
University of California at Santa Barbara 1981 — 1985
Bachelor's degree, Political Science
University of California, Santa Barbara 1981 — 1985
Bachelor of Science (BS), Political Science and Government
Monte Vista HS 1977 — 1981
Layer42 Networks February 2013 - Present
Boston Private Bank & Trust Compoany July 2004 - February 2013
Greater Bay Bank July 1999 - July 2004
Bank of America January 1970 - January 1999
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Banking, Credit Analysis, Portfolio Management, Underwriting, Asset Based Lending, Mortgage Lending, Private Banking, Construction Loans, Financial Analysis, Cash Management, Finance, Commercial Mortgages, Loan Origination, Credit Risk, Risk Management, Consumer Lending, Lines Of Credit, Retail Banking
Education
San Jose State University 1970 — 1971
Business/Accounting
Los Angeles City Collage
Business/Accounting
ServPro of Campbell October 2013 - January 2014
The Home Depot March 2009 - October 2013
Fire/Water Clean-up Restoration Services January 2009 - February 2012
The Private Bank of the Peninsula September 2006 - August 2008
Greater Bay Bank November 2002 - September 2006
Education
Mission College 2003 — 2005
General Education
New Horizons Computer Learning Center 1999 — 2000
Computer Applications
Seniors Helping Seniors July 2015 - Present
Venice Family Clinic January 2015 - Present
UCLA Extension September 2014 - Present
Pacific Commerce Bank June 2012 - July 2014
Bank Clients April 2012 - June 2012
Bank of San Francisco October 2007 - April 2012
Greater Bay Bank October 2002 - October 2007
CivicBank of Commerce July 2000 - August 2002
Greater Bay Bank June 2000 - August 2002
Cameron-Jones Realtors/Citizens Realty January 1998 - January 2000
Skills
Compliance, Customer Relations, Team Building, Problem Solving, Risk Assessment, Banking, Vendor Management, Real Estate Transactions, Property Management, Project Coordination, Customer Service, Risk Management, Project Management, Cash Management, Bank Secrecy Act, Information Security, Retail Banking, Branch Administration, Core Banking, Client Service Oriented, IT Operations, Treasury Management, Operations Management, Leadership, Commercial Banking, Training, Loans, Management, Client Services
Education
UCLA Extension 2014 — 2015
Patient Advocacy
University of California, Berkeley
BA, Sociology
Community 1st Bank March 2006 - Present
Bridge Bank 2002 - 2006
Greater Bay Bank 1995 - 2002
Skills
Commercial Banking, Underwriting, Credit, Small Business Lending, Loans, Mortgage Lending, Lines Of Credit, Commercial Lending, Funding, Banking, Finance, Commercial Mortgages, Credit Analysis, Asset Based Lending, Loan Origination, SBA, Construction Loans, Credit Risk, Financial Structuring, Cash Management, Real Estate Financing, Treasury Management, Factoring, Commercial Finance, Mortgage Banking, Structured Finance, Investments, Real Estate Economics, Consumer Lending, Relationship Management, Portfolio Management
Education
Pacific Coast Banking School 2007 — 2010
Banking Management
San Jose State University 1987 — 1992
B.S., Business Management
San Jose State University
MBA, Business
Wells Fargo Bank January 2008 - November 2012
Greater Bay Bank 2005 - 2007
Comerica Bank-California 1994 - 2004
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Credit, Credit Risk, Insurance, Commercial Banking, Loans, Lines Of Credit, Strategic Planning, Budgets, Asset Based Lending, Banking, Cash Management, Construction Loans, Credit Analysis, Consumer Lending, Cross Selling, Deposits, Finance, Due Diligence, Financial Analysis, Financial Risk, Financial Services, Investments, Loan Origination, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Underwriting, Treasury Management, Wealth Management, Strategic Financial..., Retail Banking, Risk Management, SBA, Small Business
Education
Pacific Coast Banking School 2008 — 2010
Graduated, Bank Management
San Jose State University
BA, Political Science
Laurel Industrial Co. Ltd March 2010 - June 2010
Mid Peninsula Housing March 2008 - July 2008
Allied Waste Services, Inc. January 2007 - February 2008
Berkeley Farms, Inc July 2005 - December 2006
Greater Bay Bank March 2000 - April 2005
Education
San Jose State University 1992 — 1994
B.S., Business Administration
Bridge Bank September 2008 - Present
Greater Bay Bank March 2006 - Present
Greater Bay Bank, N.A> July 2001 - Present
Skills
Visio, Microsoft SQL Server, Windows Server, XP, Windows 2000, FTP, NT 4.0, Projects, Internet Explorer, Microsoft Windows 98, Firefox, Disaster Recovery, SharePoint, Active Directory, Vendor Management, Microsoft Exchange, System Administration, Technical Support, Citrix, SCCM, Servers, VMware ESX, Troubleshooting, Hyper-V, Virtualization, Networking, Hardware, Data Center, Help Desk Support, VMware, Cisco Routers, Cisco IOS, Cisco Technologies, DHCP, DNS, DNS Server, VPN, Juniper, Symantec Evault..., VMware Server, NetApp Filers, RSA SecurID, RSA Tokens, WiFi, Sophos, Websense, Network Administration, Windows XP, Information Technology, Integration
Education
DeAnza College 2009 — 2011
N/A
Microsoft Training On-site Sunnyvale Campus 2006 — 2006
CLC 1996 — 1998
Cert. Network Eng. Mgmt.
Learn IT
N/A
Commonwealth Foreign Exchange August 2013 - December 2013
Wells Fargo Bank January 2008 - July 2013
Greater Bay Bank January 2007 - January 2008
Chinatrust Bank August 2004 - January 2007
Comerica Bank January 1997 - June 2004
Banco Portugues Do Atlantico 1989 - December 1996
Skills
FX Hedging, Foreign Exchange Risk..., FX Derivatives, Global Cash Management, Risk Management, Treasury Services, Capital Market..., Microsoft Excel, Microsoft Word, EBS, Reuters, Technical Analysis, Foreign Policy, Team-oriented, Hedging, Treasury Management, Portfolio Management, Derivatives, Fixed Income, Electronic Trading, Relationship Management, Cross Selling, Middle Office, Retail Banking, Emerging Markets, FX Options, Bloomberg, Advanced FX/Cash..., Funding, Financial Services, Proprietary Trading, Mergers & Acquisitions, Capital Markets, Rates, Financial Markets, Trading, Banking, Foreign Exchange, Interest Rate..., Swaps, Equities, Commercial Banking, Bonds, Currency, Investments, FX trading, Options, Cash Management, Wealth Management, Credit
Education
New York Institute of Finance 1992 — 1994
Further Educational Classes, Bonds & Fixed Income Securities
State University of New York College at Oneonta 1984 — 1988
Bachelor's degree, Business Economics, 3.3 GPA
Conscious Culture Group September 2015 - Present
Bridge Bank November 2010 - September 2015
Easton-Bell Sports February 2009 - July 2010
O'Neill 2004 - 2009
Greater Bay Bank 2001 - 2003
Texas Instruments 1996 - 2001
New United Motor Manufacturing Inc 1990 - 1996
Appleton Papers Inc 1985 - 1990
Skills
Leadership, Employee Relations, Performance Management, Organizational..., Executive Coaching, Training, Onboarding, HR Consulting, Coaching, Personnel Management, Culture Change, Strategic Planning, Human Resources, Employee Benefits, Recruiting, Deferred Compensation, Benefits Administration, Talent Acquisition, Hiring, Compensation & Benefit, Conflict Resolution, Talent Management, Clear Communications, Organizational..., Change Management, HR Strategy, Employee Engagement, Leadership Development, Management Development, Employment Law, Employer Branding, Organizational Change, Organizational Design, Team Building, Compensation & Benefits
Education
University of Illinois at Urbana-Champaign 1982 — 1984
Masters degree in Labor and Employment Relations, Human Resources Management/Personnel Administration, General
State University of New York College at Geneseo 1978 — 1982
Bachelors of Science degree in Business, Human Resources
Plainview JFK
High School diploma
California Coastal Rural Development Corporation September 2010 - Present
Rabobank August 2006 - August 2010
Small Business Development Center January 2003 - June 2006
Greater Bay Bank January 2001 - January 2003
San Benito Bank November 1995 - June 2001
Skills
Business Development, Marketing Strategy, Strategic Planning, New Business Development, Marketing, Sales, Marketing Communications, Marketing Management, Project Management, Competitive Analysis, Relationship Management, Business Planning, Negotiation, Business Analysis, Real Estate, Loans, Leadership, Public Relations, Portfolio Management, Credit, Finance, Banking, CRM, Training, Entrepreneurship, Customer Service, Small Business, Management, Risk Management, Management Consulting, Strategy, Start-ups, Financial Analysis, Financial Structuring, Coaching
Education
San Francisco State University, College of Business 1982 — 1984
Bachelor's degree, Marketing/Marketing Management, General
Santa Rosa Junior College 1980 — 1982
Associate's degree, Marketing/Advertising
Wells Fargo Bank March 2008 - Present
Greater Bay Bank July 2006 - March 2007
Silicon Valley Bank 1998 - 2006
Education
California State University-Hayward - School of Business and Economics 1992 — 1997
BS, Marketing
Wells Fargo Bank March 2008 - Present
Greater Bay Bank November 2007 - March 2008
Greater Bay Bank March 2006 - November 2007
Sacred Heart Community Service February 2005 - February 2006
Nordstrom June 2000 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Customer Service, Small Business Lending, Sales, Commercial Banking, Cash Management, Mortgage Lending, Underwriting, Finance, Credit Analysis, Loan Origination
Education
Loyola Marymount University 1999 — 2003
Bachelor of Arts, English; emphasis in writing
Silicon Valley Bank July 2013 - Present
Silicon Valley Bank June 2012 - June 2013
Silicon Valley Bank February 2007 - May 2012
Greater Bay Bank February 2006 - February 2007
Union Bank of California October 2002 - February 2006
GATX Capital February 1997 - November 2001
O'Rourke, Sacher & Moulton, CPAs August 1993 - February 1997
Skills
Venture Capital, Asset Based Lending, Loans, Business Development, Finance, Relationship Management, Cash Flow Lending, Growth Capital, Cleantech, Working Capital..., Underwriting, Trade Finance, Mergers & Acquisitions, Due Diligence, Portfolio Management, Leadership, Corporate Finance, Commercial Banking, Financial Modeling, Management, Financial Structuring
Education
UC Santa Barbara 1989 — 1993
BA Business Economics, Economics, Accounting, Finance
SRHS
Bank of the West August 2012 - Present
Volunteer Center of the East Bay November 2007 - Present
Bank of America July 2011 - August 2012
Greater Bay Bank 1999 - 2008
Bay Bank of Commerce 1996 - 1999
EBTEL Federal Credit Union (now Patelco Credit Union) 1994 - 1996
Cal State 9 Credit Union (now Patelco Credit Union) 1989 - 1994
METRO 1 Credit Union (now Travis Credit Union) 1986 - 1989
Skills
Banking, Non-profits, Marketing, Credit Unions, Risk Management, Loans, Project Management, Credit, Process Improvement, Strategic Planning, Relationship Management, Vendor Management, Change Management, Credit Analysis, Commercial Lending, Project Planning, Access, Finance, Software Project..., Strategy, Training, Coaching, Management, Business Analysis, Leadership, Disaster Recovery, Financial Analysis, Visio, Policy, Business Process..., Nonprofits, Program Management, Budgets, Business Development, Analysis, Sales, Troubleshooting, Sales Operations
Education
California Polytechnic State University-San Luis Obispo 1980 — 1985
Bachelor of Science (BS)
Amazon September 2013 - Present
Capital One April 2008 - August 2013
AXA Advisors May 2007 - April 2008
Greater Bay Bank November 2004 - May 2006
Office Depot August 2002 - April 2005
Skills
Banking, Credit, Strategic Planning, Financial Services, Finance, Portfolio Management, Series 7, Loans, Customer Service, Commercial Lending, Salesforce.com, Securities, Investments, Financial Planning, Call Centers, Risk Management
Education
University of Washington 1998 — 2003
Bachelor’s Degree
Thomas Jefferson School of Law
Master of Science in Law, Compliance and Risk Management
Computer Sciences Corporation September 2010 - Present
UC Berkeley March 2010 - April 2011
Destination Rewards May 2009 - April 2010
Merrill lynch – First Republic Bank March 2008 - May 2009
Greater Bay Bank May 2001 - March 2008
Greater Bay Bancorp 2001 - 2008
Heller Ehrman February 2000 - February 2001
WestEd September 1998 - January 2001
Education
San Francisco State University, College of Business 1994 — 1998
Bachelor of Science, Computer Information Systems Analysis and Design
Wells Fargo Bank October 2007 - Present
Greater Bay Bank March 2006 - October 2007
Wells Fargo 1988 - 2006
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, SBA, Lines Of Credit, Consumer Lending, Mortgage Lending, Banking, Credit Risk, Relationship Management, Asset Based Lending, Credit Analysis, Finance, Treasury Management, Real Estate, Underwriting, Portfolio Management, Commercial Mortgages, Financial Services, Risk Management, Loan Origination, Cash Management, Retail Banking, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1981 — 1983
Southwest Minnesota State University 1979 — 1981
Umpqua Bank September 2010 - Present
United Commercial Bank January 2006 - April 2010
Greater Bay Bank May 2001 - January 2006
Skills
Banking, Risk Management, FX trading, Foreign Exchange, Commercial Banking, Cash Management, Financial Risk, Portfolio Management, Treasury Management, Credit Risk, Investments, Risk Assessment, Operational Risk..., Relationship Management, Strategic Financial..., AML, Operational Risk, Back Office, Management, Trading, Corporate Finance, Enterprise Risk..., Currency, Finance, Middle Office, Business Development, Payments, Accounting, Deposits, Hedging, Financial Services, Trade Finance, Cash Flow
Education
California State University-Long Beach
BA, ARTS
The Monterey Group 1992 - Present
Greater Bay Bank 2004 - 2006
iOwn.com 2000 - 2000
EurekaBank 1996 - 1998
EurekaBank 1993 - 1996
Contra Costa County 1991 - 1996
Deloitte & Touche Consulting 1990 - 1991
Diversified Corporate Loans 1986 - 1990
Bank of America 1984 - 1986
Bank of America 1982 - 1984
Education
Massachusetts Institute of Technology
BSc, Management
Massachusetts Institute of Technology - Sloan School of Management
MSc, Management
Zions Bank August 2013 - Present
Zions Bank October 2009 - August 2013
Greater Bay Bank July 2003 - July 2007
LaSalle National Bank January 1994 - January 1999
Skills
Strategic Leadership, Sponsorship Relations, Risk Management, Relationship Management, Business Development, Market Analysis, Territory Growth, Real Estate, Commercial Real Estate, Real Estate Lending, Residential Builder..., Construction Loans, Bridge Loans, Interim Loans, Permanent Loans, Market Risk, Cash Management, Credit Risk, Loss Mitigation, Credit Management
Education
Indiana University Bloomington
B.S., Finance
Education Technology Consulting December 2011 - Present
The eLearning Guild October 2010 - September 2011
The eLearning Guild October 2008 - October 2010
Kinship Center for Children September 2005 - October 2008
Intel Corporation September 2000 - June 2004
UCLA Anderson School of Management April 1999 - August 2000
Greater Bay Bank 1998 - 1999
Intuit 1997 - 1998
Federal Reserve Bank of San Francisco 1990 - 1995
Skills
Training, Teaching, Instructional Design, Management, E-Learning, Curriculum Design, Nonprofits, Human Resources, Program Management, Learning Management, Project management, Business Writing, Public Speaking, Interviews, Blended Learning, Adult Education, Higher Education, Team Building, Recruiting, Diversity & Inclusion, Career Counseling, Career Development, Organizational..., Leadership Development
Education
UCLA Anderson School of Management 1995 — 1997
M.B.A., Business
University of California, Davis 1982 — 1986
B.S. with Honors, Managerial Economics
InnovAge 2013 - 2015
RBA Consulting December 2012 - September 2013
Taos May 2012 - December 2012
DB Schenker May 2010 - May 2012
BT PS October 2006 - May 2010
Open Wave December 2005 - September 2006
A-Life Medical September 2005 - December 2005
Intuitive Surgical March 2005 - July 2005
Greater Bay Bank January 2005 - March 2005
Palm Source November 2004 - January 2005
Skills
Active Directory, VMware, Windows Server, Microsoft Exchange, Data Center, System Deployment, Servers, SharePoint, DNS, Security, DHCP, Virtualization, Infrastructure, Databases, Microsoft Technologies, Operating Systems, Software Documentation, IIS, Windows, SCOM, System Administration, Technical Support, Group Policy, Troubleshooting, Linux, Software Installation, SharePoint Server, Enterprise Architecture, Windows Server 2012, Windows 10, Project Management, Mac OS, Productivity Improvement, Increase Productivity, Creative Solutions, Design, End-user Solution..., Interpersonal..., Executive Coaching, Abstract Problem Solving, Electronic Patient..., HIPAA, Compliance Requirements, Business Process..., Business Proposals, Technical and Business..., Directory Services, Office 365, Blogging, Social Media
Education
Boston University 1989 — 1993
Incomplete, Ecomonics
Tintri August 2015 - Present
Coho Data January 2015 - July 2015
World Wide Technology June 2012 - January 2015
Dimension Data 2011 - 2012
Bear Data Solutions 2007 - 2011
Federal Home Loan Bank of San Francisco 2005 - 2007
Greater Bay Bank 2004 - 2005
Skills
VMware, NetApp, Cisco, Wintel, SAN, Citrix, Brocade, Active Directory, Storage Area Networks, Servers, Virtualization, Storage, vSphere, VMware ESX, Windows Server, Clariion, NAS, Windows Server 2003, DHCP, Netbackup, VMware Infrastructure, NetApp Filers, EMC, UCS, VCP, Data Migration, Operating Systems, Cisco Technologies, Enterprise Software, Networking, Switches, VDI, Disaster Recovery, High Availability, Data Center, HP, VMware vSphere
Education
Diablo Valley College 1996 — 2002
PVHS
United American Bank June 2015 - Present
Boston Private Bank & Trust Company July 2004 - June 2015
Greater Bay Bank September 1999 - August 2004
California Bank & Trust October 1998 - September 1999
Bank of America April 1990 - October 1998
Skills
Commercial Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Retail Banking, Financial Analysis, Budgets, Asset Based Lending, Lines Of Credit, Construction Loans, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Finance, Refinance, Private Banking, Consumer Lending, Risk Management, Loan Origination, Investments, Treasury Management, Relationship Management, Financial Services, Cross Selling, Wealth Management
Education
Pacific Coast Banking School (PCBS) 2011 — 2013
San Francisco State University 1988 — 1992
Bachelor's of Science, Finance, Banking & Real Estate Finance
Seeking New Opportunities 2012 - Present
Union Bank November 2008 - November 2011
Greater Bay Bank August 2005 - April 2008
Wells Fargo Bank August 1999 - August 2005
Wells Fargo Bank July 1997 - July 1999
Wells Fargo Bank September 1995 - June 1997
Wells Fargo Bank December 1993 - August 1995
Skills
Strategic Planning, Forecasting, Budget Process, Financial Analysis, Financial Reporting, Financial Modeling, P&L Accountability, P&L Analysis, Economic Modeling, MIS Design, MIS Implementation, Compensation Structure..., Compensation..., Team Building, Team Leadership, Hyperion Essbase, Process Improvement, Performance Management, MBA, Risk Management, Essbase, Strategy, Analysis, Managerial Finance, Budgets, Portfolio Management, Management, Business Development, Banking, Loans, Cash Management, Commercial Banking, Finance
Education
San Francisco State University, College of Business 1991 — 1995
MBA, Finance
Oral Roberts University 1983 — 1987
BS, Business Administration
DClaire Designs December 2012 - Present
Bank of the West July 2013 - August 2014
Pronet at Fremont Chapter of Experience Unlimited, EDD February 2013 - July 2013
Patelco Credit Union, Headquarters July 2012 - October 2012
Genentech July 2011 - February 2012
Kelly Services 2006 - 2011
Greater Bay Bank April 2002 - September 2006
Skills
Word, Excel, PowerPoint, Lotus Notes, Problem Solving, PeopleSoft, Compliance, Cash Management, Internal Audit, Payroll, Accounts Payable, Outlook, Banking, Credit, Process Improvement, Access, Ariba, Account Management, Microsoft Office, Customer Service, Customer Relations, SAP, Risk Management, Quickbooks, Research, Accounts Receivable, MS Project, Teamwork, Internal Controls, Adobe Acrobat, SOX, Administration, English, Risk, Loans, General Ledger, Mac, Internet Explorer, Audit, Windows, Documentation, Billing, Invoicing, Business Process, Financial Analysis, Auditing, Financial Reporting, Budgeting, Accounting, Forecasting
Education
University of California, Santa Cruz
PMP
De Anza College
Business Management
Silicon Valley Bank January 2014 - Present
Silicon Valley Bank November 2013 - January 2014
Silicon Valley Bank December 2011 - November 2013
Silicon Valley Bank January 2009 - December 2011
Wells Fargo October 2007 - November 2008
Greater Bay Bank November 2005 - October 2007
Comerica Bank June 2004 - November 2005
Skills
Start-ups, Banking, Venture Capital, Commercial Banking, Working Capital..., Entrepreneurship, Economics, Valuation, Financial Analysis, Investments, Treasury Management, Mergers & Acquisitions, Business Planning, Due Diligence, Management, Credit, Financial Modeling, Risk Management, Portfolio Management, Strategy, Finance, Executive Management
Education
Sonoma State University 2000 — 2004
Bachelors, Economics
Wells Fargo April 2015 - Present
Wells Fargo January 2008 - March 2015
Greater Bay Bank September 2004 - December 2007
Ameristar Casinos September 2003 - September 2004
HCI, Inc. September 2000 - July 2003
Philippine News February 1998 - May 2000
The Rack-N-Cue 1996 - 1998
Skills
Photoshop, InDesign, Illustrator, Adobe Acrobat, Dreamweaver, Flash, HTML, Marketing Communications, Project Management, PowerPoint, Marketing, Advertising, Microsoft Office, Microsoft Excel, Strategic Planning, Vendor Management, Microsoft Word, Direct Mail, Outlook, Team Building, Direct Marketing, Adobe Creative Suite, Process Improvement, Graphic Design, Banking, Brand Development, Typography, Logo Design, Graphics, Photography, Management, Newsletters
Education
San Francisco State University 1990 — 1997
Jefferson High School 1986 — 1990
High School Diploma
Louisiana State University August 2014 - Present
San Jose State University June 2013 - January 2014
San Jose State University June 2013 - December 2013
San Jose State University August 2011 - June 2013
BBBG 2008 - 2013
Greater Bay Bank 2007 - 2008
Downey Savings 2004 - 2007
Skills
Teaching, University Teaching, Curriculum Development, Higher Education, Qualitative Research, Tutoring, Intercultural..., Public Speaking, Editing, Community Outreach, Curriculum Design, Research, Program Development, PowerPoint, Rhetoric, Academic Writing, Data Entry, Critical Thinking, College Teaching, Student Affairs, Student Development, E-Learning, Lecturing, Staff Development, Nonprofits, Technical Writing, Distance Learning, Microsoft Office
Education
Louisiana State University 2014 — 2018
Doctor of Philosophy (Ph.D.), Health Communication & Performance Studies
San Jose State University 2011 — 2014
Master's degree, (Health) Communication Studies, 4.0
San Jose State University 2008 — 2011
Ba, Communication Studies
Liberty Bank March 2013 - Present
Torrey Pines Bank November 2010 - 2013
Greater Bay Bank 1996 - 2007
Skills
Commercial Lending, Small Business Lending, Commercial Real Estate, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Consumer Lending, Loan Origination, Cash Management, Retail Banking, Private Banking, Construction Loans, Treasury Management
Education
Santa Clara University 1967 — 1976
Bachelors, History
Amegy Bank August 2012 - Present
Wells Fargo April 2010 - October 2012
Wells Fargo April 2009 - March 2010
Wells Fargo HSBC Trade Bank November 2007 - March 2009
Wells Fargo August 2005 - October 2007
Greater Bay Bank August 2004 - August 2005
Comerica Bank October 1997 - August 2004
First Interstate Bank of Texas/Wells Fargo HSBC Trade Bank July 1991 - September 1997
Skills
Banking, Credit, Financial Structuring, Portfolio Management, Loans, Trade Finance, Financial Analysis, Commercial Lending, Finance, Financial Risk, Business Development, Commercial Banking, Credit Risk, Investments, Financial Services, Underwriting, Treasury Management, Cash Management, Letters of Credit, Relationship Management, Risk Management, Management, Business Planning, Strategic Financial..., Insurance, Real Estate, Project Management, Interior Design, Space planning, Art Selection, Design Research, Residential, Commercial, Hospitality
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
MBA, International Business
Drake University 1984 — 1988
BA with Honors, Magna Cum Laude, International Relations, French, Spanish
Art Institute of Houston
Bachelor of Fine Arts (B.F.A.), Interior Design
Glassell School, Museum of Fine Arts, Houston
Bridge Bank March 2007 - January 2015
Greater Bay Bank 2002 - 2007
Silicon Valley Bank November 2000 - August 2002
Fremont Bank 1999 - 2000
Fremont Bank 1998 - 1999
Skills
Banking, Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Corporate Finance, Finance, Customer Service, Data Entry, Time Management, Call Centers, Problem Solving, Retail Banking, Technical Support, Research, Auditing
Education
Menlo Atherton High School 1974 — 1978
High School Diploma
College of San Mateo
Cosmetology/Cosmetologist, General
Boston Private Bank & Trust Company May 2008 - Present
Greater Bay Bank May 2006 - May 2008
Liberty Bank 1998 - 2006
Liberty Bank 1995 - 1998
Sumitomo Trust and Banking 1993 - 1995
Sumitomo Trust and Banking 1989 - 1993
Skills
Loans, Credit, Customer Relations, Underwriting, Banking, Commercial Banking, Negotiation, Commercial Mortgages, Lines Of Credit, Portfolio Management, Commercial Lending, Credit Analysis, Business Development, Credit Risk, Commercial Real Estate, Investments, Cross Selling, Small Business Lending, Mortgage Lending, Treasury Management, Private Banking, Loan Origination, Cash Management, Customer Service, Finance, Management, Financial Analysis, Financial Structuring, Risk Management
Education
San Francisco State University 1987 — 1989
BS, International Business Administration
Deustche Schule, Santa Cruz, Bolivia 1976 — 1980
Avvo April 2015 - Present
WideOrbit December 2014 - April 2015
San Francisco AIDS Foundation March 2013 - December 2014
Technorati Media September 2008 - March 2013
Volt Services Group March 2007 - September 2008
Ensenda Inc. March 2005 - March 2007
SPINS, Inc. March 2003 - March 2005
Greater Bay Bank 2001 - 2003
Skills
Employee Relations, Coaching, Change Management, Strategic Planning, Risk Management, Customer Retention, Deferred Compensation, Policy, HRIS, Human Resources, Performance Management, Temporary Placement, Benefits Administration, Technical Recruiting, Talent Acquisition, Onboarding, Interviews, Organizational..., Payroll, Applicant Tracking..., Hiring, Workforce Planning, Employment Law, Start-ups, Sourcing, Employee Training, Recruiting, Personnel Management, Employee Benefits, Leadership, College Recruiting, HR Policies, Management, New Hire Orientations, Talent Management, Employee Engagement, Team Building, Executive Search, Training, HR Consulting, Leadership Development, Process Improvement, Team Leadership, Strategy, Succession Planning, Account Management
Education
State University of New York College at Fredonia 1992 — 1996
BFA, Theater/Acting
Koss Olinger Financial Group July 2011 - Present
Galliard Capital Management December 2010 - July 2011
University of St. Thomas August 2010 - December 2010
University of Minnesota August 2007 - August 2010
Greater Bay Bank July 2004 - July 2007
Stamper Capital & Investments, Inc. January 2003 - July 2004
Nortel Networks June 2001 - July 2002
First Union June 2000 - August 2000
Habitat for Humanity International January 1998 - July 1999
Skills
Finance, Portfolio Management, Financial Modeling, Investments, Microsoft Office, Research, Asset Allocation, Economics, Recruiting, Fixed Income, Equities, Financial Analysis, Human Resources, Asset Management, Editing, Microsoft Excel, Analysis, Bloomberg, PowerPoint
Education
University of Georgia - Terry College of Business 1999 — 2001
Master of Business Administration (M.B.A.)
The University of Georgia 1994 — 1997
Bachelor of Arts (B.A.), Economics
SRS Real Estate Partners February 2015 - Present
Piedmont Capital August 2013 - February 2014
Newmark Realty Capital November 2011 - March 2013
Wells Fargo Bank August 2006 - November 2011
Goodwill Industries of Santa Clara June 2009 - 2009
Greater Bay Bank 2006 - 2008
Santa Clara Development October 2004 - April 2005
Skills
Real Estate, Due Diligence, Loans, Investments, Credit, Underwriting, Disposition, Commercial Real Estate, Mortgage Lending, Finance, Portfolio Management, Leases
Education
University of Arizona 1999 — 2004
Bachelor of Sciences, Communications, Business, and History
University of Arizona 1999 — 2003
St. Francis High School
1999
Square 1 Bank December 2013 - Present
Sand Hill Finance LLC May 2004 - December 2013
Greater Bay Bank April 2004 - May 2006
Comerica October 1996 - March 2002
San Jose National Bank 1996 - 1996
Astra Financial April 1994 - December 1995
Skills
Working Capital..., Asset Based Lending, Venture Capital, Factoring, Small Business, Finance, Credit, Start-ups, Treasury Management, Commercial Lending, Investments, Corporate Finance, Loans, Financial Analysis, Commercial Finance, Leveraged Finance, Financial Structuring, Private Equity, Funding, Financial Modeling, Credit Analysis, Executive Management, Due Diligence
Education
California State University-Chico 1987 — 1990
BS, One in Marketing and One in Finance
Avidbank January 2013 - Present
Opus Bank June 2012 - January 2013
City National Bank October 2007 - June 2012
Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Comerica Bank 1994 - 1999
Pacific Western Bank 1993 - 1994
Skills
Loans, Commercial Real Estate, Commercial Lending, Credit, Credit Analysis, Underwriting, Sales, Construction Loans, Apartments, Portfolio Management, Asset Based Lending, Real Estate Economics, Real Estate, Due Diligence, Commercial Banking, Finance, Banking, Real Estate Development
Education
San Diego State University-California State University 1987 — 1992
BS, Business (Real Estate)
Cabrillo College 1985 — 1991
AS, Business
Box November 2013 - Present
Box March 2013 - October 2013
Transformative Wave Technologies June 2009 - March 2013
Travis Heim Gap Year August 2008 - April 2009
Greater Bay Bank June 2007 - September 2007
Santa Clara University; Undergraduate Business Office February 2005 - July 2006
Skills
New Business Development, Entrepreneurship, Energy Efficiency, Sustainability, Sales Management, Energy, Strategic Planning, Start-ups, Account Management, Customer Service, Project Management, Sales Operations, Financial Modeling, Business Development, SaaS, Strategic Partnerships, Solution Selling, Direct Sales, Marketing Strategy, Content Creation, Analytics, Business Strategy, Strategy, Enterprise Software, Cloud Computing, Go-to-market Strategy, Sales
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce, Finance, Entrepreneurship
Universidad Escuela de Administracion y Finanzas y Tecnologias, in Medellin, Colombia 2008 — 2009
Spanish Language
Universidad de IES, Barcelona
Spanish, International Business
Greater Bay Bank Senior LSS SpecialistHeritage Bank of CommerceNovember 2009 - April 2013
Union Safe Deposit Bank December 2002 - February 2005
Silicon Valley Bank 1989 - 1997
Education
Heald College 2008 — 2010
A.A.S., Paralegal
Situs July 2014 - Present
Situs February 2011 - July 2014
Bank of the West 2006 - 2011
CENTURY 21® 2003 - 2006
Greater Bay Bank 2000 - 2002
Skills
Real Estate Economics, Commercial Mortgages, CMBS, Loans, Real Estate Financing, Commercial Real Estate, Construction Loans, Asset Management, Credit, Portfolio Management, Real Estate, Disposition, Underwriting, Investment Properties, Real Estate Transactions, Valuation, Dispositions, Real Estate Development
Education
UCLA Extension
Real Estate Certificate, Real Estate
Bay Federal Credit Union February 2005 - Present
Greater Bay Bank January 2000 - October 2004
Coast Commercial Bank October 1986 - January 2000
Coast Commercial Bank November 1984 - December 1999
Texas Commerce Bank-Clear Lake January 1983 - March 1986
Texas Commerce Bank-Kingwood January 1978 - December 1983
Skills
Credit Cards, ATM networks, Bankcard, Banking, Credit, Loans, Retail Banking, Commercial Banking, Cross Selling, Risk Management, Portfolio Management
Education
Cabrillo College 1989 — 1995
AS, Banking and Finance
Solid Landings Behavioral Health September 2014 - Present
Freelance Writer and Executive Consultant January 2013 - Present
Self Published Author January 2012 - Present
Self-Employed Freelance Technical Writer 2011 - Present
Umpqua Bank February 2009 - October 2009
The California Academy of Sciences February 2009 - June 2009
County Bank June 2008 - February 2009
Pacific Business Group on Health March 2008 - February 2009
Wells Fargo Bank June 2007 - April 2008
Greater Bay Bank February 2007 - June 2007
Skills
Management, Program Management, Leadership Development, Recruiting, Leadership, Human Resources, Budgets, Event Planning, Training, Marketing, Project Planning, CRM, Staff Development, Analysis, Management Consulting, Research, Executive Management, Policy, Customer Service, Nonprofits, Sales, Teamwork, Strategy, Social Media, Project Management, Writing, Public Speaking, Interviews, Team Building, Social Networking, Event Management
Education
Dominican University of California 1995 — 1997
Pend, Psychology
Los Angeles City College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services
Appalachian State University 1977 — 1979
Bachelor of Science (BS), Clinical Psychology
Brevard High School 1972 — 1977
College Prep, Clinical Psychology
Rabobank July 2008 - Present
Wells Fargo Bank September 2007 - July 2008
Placer Sierra Bank July 2003 - September 2007
Greater Bay Bank March 1999 - July 2003
Farleigh Wada & Witt April 1996 - September 1998
Harland Financial Solutions March 1993 - December 1995
Skills
Community Development, Community Reinvestment..., Analysis, Regulatory Requirements, Program Management, Economic Development, Banking, Data Analysis, Compliance, Strategic Planning, Finance, Risk Management, Regulations, Financial Regulation, Commercial Banking, Policy, Financial Analysis, Loans, Financial Risk, Management
Education
Santa Clara University School of Law 1988 — 1992
J.D., Law
Oregon State University 1982 — 1987
B.S., Business (Finance)
Pinnacle Entertainment August 2013 - Present
Ameristar Casino September 2008 - August 2013
Mervyn's LLC June 2007 - September 2008
Mervyns LLC 2007 - 2008
Resources Global Professionals July 2005 - May 2007
Greater Bay Bank April 2001 - July 2005
Greater Bay Bancorp 2001 - 2005
TSF (Technologies and Solutions of the Future) September 1999 - August 2004
Kaiser Permanente October 1996 - February 2001
Kaiser 1996 - 2001
Skills
Computer Security, SOX, Risk Assessment, IT Audit, CISSP, COBIT, HIPAA, Security, Compliance, Risk Management, Auditing, Audit, CISA, Disaster Recovery, Internal Audit, Risk Mitigation, Change Management, Internal Controls, Business Continuity, Sarbanes-Oxley Act, Information Security, Network Security, Process Improvement, Management, PCI DSS, Security Audits, IT Management, Information Technology, Business Process..., Data Security, Sarbanes-Oxley, Information Security..., Security Architecture..., Security Awareness, Vulnerability Management, Governance, Payment Industry, Enterprise Risk..., Security Policy, Information Assurance, GLBA, Networking, Computer Forensics, SAS70, SOX Compliancy, Operating Systems, Vulnerability Assessment, COSO, CISM, IT Risk Management
Education
ISACA training 2001 — 2011
CISA, CRISC, CISM
(ISC)2 Training 2001 — 2001
CISSP
American University 1978 — 1996
BA
Hewlett-Packard October 2013 - Present
MindLaunch March 2013 - July 2013
All Covered, IT Services from Konica Minolta January 2012 - December 2012
All Covered, A Division of Konica Minolta Business Solutions USA January 2008 - April 2012
Greater Bay Bank November 2006 - December 2007
Keane, Inc. January 2002 - April 2006
Keane, Inc. February 1998 - December 2001
Keane, Inc. January 1995 - January 1998
Keane, Inc. January 1993 - December 1994
GE Consulting Services January 1990 - December 1992
Skills
Project Management, Leadership, Vendor Management, Mergers, Product Management, Change Management, IT Strategy, Strategic Planning, Business Development, New Business Development, Risk Management, Business Analysis, Process Improvement, Team Building, Team Leadership, Business Strategy, Program Management, Hardware, Coaching, Cross-functional Team..., Strategy, Integration, Management Consulting, Management, Mergers & Acquisitions, Disaster Recovery, Start-ups, IT Service Management, CRM, Consulting, Cloud Computing, Outsourcing, Professional Services, IT Management, Software Development, Enterprise Software
Education
Santa Clara University 1996 — 2000
MBA, Business, Graduated with Distinction
University of Dayton 1981 — 1985
Bachelor, Electrical Engineering, Computer Science minor, Summa Cum Laude
Riverside High School
Insperity April 2015 - Present
Insperity February 2010 - Present
Administaff September 2004 - February 2010
Various April 1996 - September 2004
Greater Bay Bank 2003 - 2004
Calico Commerce 1999 - 2000
iSites Services, INc 1997 - 1999
Skills
HR compliance, Benefitd Administration..., Employee Relations, Personnel Management, Recruiting, Human Resources, Employee Benefits, Performance Management, HRIS, Training, Onboarding, Leadership, Payroll, CRM, Strategy, Strategic Planning, New Hire Orientations, Sales, Outsourcing, Talent Acquisition, Talent Management, Technical Recruiting, Benefits Administration, Employee Engagement, Executive Level..., Cold Calling, Applicant Tracking..., Peer Mentoring, Consultative Style, Interviews, Servant Leadership, Information Processing, Peer Support, Lead Generation
Education
University of Phoenix, San Jose 1996 — 2000
Masters, Organizational Management
Moorpark College 1988 — 1991
Liberal Arts
Westlake High School 1984 — 1988
Coverity January 2013 - Present
Taos Consultant/Yahoo Contractor April 2007 - Present
TAOS MOUNTAIN 2007 - Present
Taos Mountain 2007 - Present
TAOS MOUNTAIN 2007 - Present
TAOS 2007 - Present
Taos Mountain 2007 - Present
MarketLive 2007 - 2008
Greater Bay Bank 1998 - 2006
Greater Bay Bancorp 1998 - 2006
Skills
Ground Works Nagios, Windows Server, Virtualization, Active Directory, Microsoft Exchange, VMware ESX, VMware Infrastructure, Nagios, Backup Solutions, Security, Data Center
Education
California State Polytechnic University-Pomona 1989 — 1994
Bachelor of Science Degree in Business Administration, Human Resources Management and Services
All Covered March 2015 - Present
All Covered August 2008 - Present
Greater Bay Bank 2006 - April 2008
Greater Bay Bank 2004 - 2006
Greater Bay Bank 2000 - 2004
Greater Bay Bank/Bank of Santa Clara 1998 - 2000
Education
San Jose State University
Bank of America March 2011 - Present
Wells Fargo October 2007 - March 2011
Greater Bay Bank August 2006 - October 2007
Fremont Bank 1998 - 2006
Wachovia Bank June 1988 - June 1998
Ensign Bank of New York January 1988 - June 1988
Summit Bank January 1977 - January 1988
Skills
Credit, Commercial Lending, Small Business Lending, Loans, Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Commercial Banking, Retail Banking, Consumer Lending
Education
State University of New York - System 1977 — 1981
Bay Gold Enterprises December 2010 - Present
Waddell & Reed April 2009 - May 2011
Bay Gold Enterprises January 2008 - November 2009
Greater Bay Bank January 2003 - March 2008
Cal Fed 1993 - 2003
Skills
Banking, Employee Benefits, Strategic Financial..., Financial Services, Retirement, Mergers, Forecasting, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Finance, Vendor Management
Education
California State University-East Bay
Federal Reserve Bank of San Francisco April 2015 - Present
Federal Reserve Bank of San Francisco June 2008 - Present
Greater Bay Bank April 2007 - March 2008
Greater Bay Bank November 2004 - March 2007
Greater Bay Bank January 2001 - October 2004
Bank of America January 1998 - December 2000
Skills
Business Continuity..., Organizational..., Risk Management, Internal Controls, Supplier Diversity, Analysis, Banking, Budgets, Change Management, Cross-functional Team..., Disaster Recovery, Finance, Financial Risk, Internal Audit, Leadership, Management, Program Management, Project Management, Risk Assessment, Strategy, Vendor Management
Education
University of San Francisco 2010 — 2012
Master, Organizational Development
University of Phoenix 2006 — 2009
Bachelor of Science, Business Management
San Francisco State University 1995 — 1996
General Studies
Greater Bay Bank November 2000 - January 2008
Wells Fargo Bank December 1999 - May 2000
Education
San Francisco State University 1995 — 2000
B.S., Finance and Banking
First Republic Bank May 2013 - Present
First Republic Bank January 2011 - October 2012
First Republic Bank July 2008 - January 2011
Wells Fargo January 2008 - March 2008
Greater Bay Bank N.A. January 2007 - January 2008
Greater Bay Bank April 2003 - December 2006
Skills
Banking, VBA, SQL, Data Analysis, Technology, Microsoft Applications, Ad Hoc Reporting, Access, Software Documentation, Business Process, Visio, Customer Service
Education
De Anza College 1995 — 2004
First Republic Bank May 2008 - Present
Wells Fargo Bank (Formerly known as Greater Bay Bancorp) March 2007 - April 2008
Greater Bay Bank October 2004 - February 2007
Greater Bay Bank May 2002 - September 2004
California Federal Bank February 2002 - April 2002
Bank of America July 2001 - January 2002
Bank of America July 2000 - June 2001
Bank of America August 1998 - July 2000
Bank of America April 1997 - August 1998
Bank of America March 1995 - March 1997
Skills
Banking, Business Continuity..., Business Process..., Project Management, Program Management, Cross-functional Team..., Team Building, Financial Services, Leadership, Relationship Management, Financial Analysis, Management, Product Management, Business Process, Operations Management, Retail Banking, Risk Management, Sales, Analysis, Executive Management, Loans, Mergers & Acquisitions, Training, CRM, Financial Risk, Strategic Planning, Vendor Management, Budgets, Commercial Banking, Commercial Lending
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts (B.A.), Physiology, General
Silicon Valley Bank May 2014 - Present
KeyPoint Credit Union January 2010 - December 2012
Cisco Systems September 2008 - November 2009
Greater Bay Bank March 2002 - March 2008
Skills
Banking, Customer Service, Microsoft Excel, Process Improvement, PowerPoint, Team Leadership, Microsoft Word, Cash Management, Business Development, Sales, Portfolio Management, Credit, New Business Development, Finance, Risk Management
Education
De Anza College 1985 — 1987
Sacred Heart High School 1981 — 1985
Diploma, General Education
Fremont Bank October 2013 - Present
Fremont Bank April 2009 - Present
Rabobank February 2005 - February 2009
Greater Bay Bank 2000 - 2001
Greater Bay Bank 2000 - 2001
Education
San Jose State University 2002 — 2004
MUFG Union Bank December 2013 - Present
Union Bank January 2011 - December 2013
Union Bank May 2009 - January 2011
Marcus and Millichap April 2008 - April 2009
Greater Bay Bank April 2004 - March 2008
Bank of America August 1992 - March 2004
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Real Estate, Credit, Project Finance, Credit Analysis, Construction Loans, Real Estate, Asset Management, Credit Risk, Underwriting, Financial Analysis, Due Diligence
Education
Notre Dame de Namur University
MBA, Finance
Binghamton University 1986 — 1990
BA, Theater, Economics
Wahingtonville High School 1982 — 1986
Bay Commercial Bank April 2014 - Present
Ventana Group, LLC May 2011 - April 2014
MJP Consulting September 2007 - May 2011
Alta Alliance Bank October 2006 - September 2007
United America Bank April 2005 - October 2006
Greater Bay Bank 2001 - 2005
Bank of America 1998 - 2001
Skills
Commercial Lending, Banking, Business Strategy, Commercial Banking, Loans, Credit Analysis, Project Management, Credit, Security, Program Management, Financial Analysis, Asset Based Lending, Business Development, Underwriting, Credit Risk, Cross Selling, Risk Management, Financial Services, Relationship Management, Portfolio Management, Treasury Management, Private Banking, Mergers & Acquisitions, Cash Management, Finance, Mortgage Lending, Financial Modeling, Investments, Retail Banking, Due Diligence, Strategic Financial..., Credit Cards
Education
San Francisco State University
Bachelor's degree
Wells Fargo Bank March 2008 - Present
Greater Bay Bank. May 2004 - March 2008
Bank of the West 1990 - 2002
Bank of the West (formerly Central Bank) 1976 - 1990
Education
University of California, Berkeley
BA
Uniworld Omniport, LLC October 2014 - Present
HashFast Technologies August 2013 - August 2014
LM2 Marketing and Licensing 2011 - 2013
Wells Fargo March 2008 - January 2011
Greater Bay Bank March 2006 - 2008
Belvedere Capital Partners 2005 - 2006
Huron Consulting Group 2003 - 2005
Discovery Communications 2000 - 2003
Skills
Project Management, Program Management, Microsoft Office, E-commerce, Web Development, Business Analysis, Adobe Creative Suite, Banking, Management, Marketing, HTML, Windows, Email Marketing, Event Planning, Product Management, Product Development, Technical Writing, Social Media Marketing, Business Development, Risk Management, Vendor Management, Office Management, Executive..., Content Development, Web Content Management
Education
California State University-East Bay 1997 — 2001
Bachelor's degree, Business Administration and Management, General
California State University-Hayward - School of Business and Economics
Bachelor's degree, Business Administration and Management, Marketing
Pinacle Bank January 2008 - Present
Pinnacle Bank 2008 - Present
Stevenson Properties January 2004 - January 2008
Stevenson Properties January 2004 - January 2008
Greater Bay Bancorp 1987 - 2003
Greater Bay Bank 1987 - 2003
Skills
Portfolio Management, Credit, Commercial Lending, Banking, Relationship Management, Commercial Banking, Community Banking, Loans, Strategic Planning, Commercial Mortgages, Risk Management, Financial Services, Asset Management, Small Business Lending, Team Building, Asset Based Lending, Underwriting, Investments, Mergers & Acquisitions, Business Development, Leadership, Credit Analysis, Strategy, Financial Analysis, Treasury Management, Cash Management
Education
Rochester Institute of Technology
MBA, Management, Marketing
University of Hawaii at Manoa
BA, Sociology
Avidbank July 2015 - Present
Bank of the West June 2014 - July 2015
Bridge Bank April 2008 - April 2014
Greater Bay Bank March 2006 - June 2007
Wells Fargo Bank October 2000 - May 2006
Skills
Commercial Lending, Corporate Finance, Treasury Management, Lines Of Credit, Relationship Management, Real Estate Economics, Loan Origination, Credit, Banking, Small Business Lending, Middle Market, Loans
Education
Massachusetts Institute of Technology 1995 — 1998
Focus Business Bank August 2013 - Present
TIB-The Independent BankersBank December 2007 - November 2009
Heritage Bank January 2004 - January 2005
Greater Bay Bank June 1998 - December 1999
Imperial Bank April 1991 - June 1998
Skills
Loans, Credit, Banking, Commercial Banking, Portfolio Management, Financial Analysis, Credit Analysis, Lines Of Credit, Credit Risk, Loan Administration, Syndicated Loans
Education
California State University-Sacramento 1984 — 1988
Bachelor of Science (B.S.), Business (Finance)
Kaiser Permanente June 2008 - Present
Greater Bay Bank June 2005 - Present
Gateway Bank June 2004 - June 2005
Brightpoint 1999 - 2003
Spinelli Coffee Company 1995 - 1998
Skills
Deferred Compensation, Employee Relations, Human Resources, Interviews, Personnel Management, Management, HRIS, Employee Benefits, Workforce Planning, Recruiting, Leadership, Benefits Administration, Training, Payroll, HR Consulting, Conflict Resolution, HR Policies, New Hire Orientations, Talent Management, Team Building, Team Management
Education
San Francisco State University
Certification, Human Resources
Wells Fargo Practice Finance, a division of Wells Fargo Bank, N.A. October 1998 - Present
Greater Bay Bank January 2002 - October 2007
JLA Credit Corporation 1997 - 1998
Wells Fargo Leasing Corporation 1984 - 1989
Skills
Credit Analysis, Asset Based Lending, Loans, Portfolio Management, Risk Management, Strategic Planning, Compliance, Excel, Financial Analysis, Risk Assessment, Microsoft Office, Salesforce.com, Commercial Lending, Small Business Lending, Strategic Financial..., Credit, Mortgage Lending, Relationship Management, Underwriting, Microsoft Excel, Financial Planning
Education
University of California, Berkeley 1972 — 1976
A.B., Zoology/Animal Biology
Greater Bay Bank Senior Business AnalystGreater Bay Bancorp2007 - Present
Education
San Francisco State University 1986 — 1988
US Bank 2014 - Present
US Bank 2008 - 2014
Greater Bay Bank 2004 - 2008
Union Bank of California 1997 - 1998
Bank of America 1988 - 1997
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Mergers & Acquisitions, Marketing, Finance, Investments, Management, Nonprofits, Asset Based Lending, Middle Market
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, Davis
El Dorado Savings Bank January 2009 - Present
Greater Bay Bank May 2000 - March 2008
Bay View Capital Corporation 1993 - 2000
Skills
Banking, Risk Management, Strategic Planning, Change Management, Commercial Banking, Credit Cards, OFAC, Business Analysis, Bank Secrecy Act, CIP, Due Diligence, KYC, Human Resources, Retail Banking, AML
Education
Radford University 1978 — 1982
BS
TMC Financing September 2010 - Present
US Bank April 2010 - September 2010
Heritage Bank July 2009 - April 2010
First Republic Bank July 2007 - July 2009
Greater Bay Bank October 2003 - July 2007
Wells Fargo Company 1993 - 2003
Skills
SBA, Business Development, Loans, Finance, Commercial Real Estate, Small Business, Commercial Lending, Commercial Mortgages, SBA 504, Financial Modeling, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Investment Properties, Real Estate, Banking
Education
University of California, Santa Barbara
Heritage Bank of Commerce February 2014 - Present
The Alta Group March 2013 - February 2014
Pacific Capital Bancorp, Santa Barbara, Ca. September 2010 - February 2013
Independent Consulting Assignments January 2008 - September 2010
Greater Bay Bank October 2002 - November 2007
Wells Fargo Bank October 2000 - October 2002
Wells Fargo Bank October 1997 - October 2000
AT&T Capital Corporation -Leasing Services September 1993 - September 1996
Skills
Financial Services, Pricing, Loans, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Small Business Lending, Asset Managment, Financial Analysis, Credit Analysis, Risk Management, Finance, Mergers & Acquisitions, Strategy, Asset Management, Executive Management, Leadership, Process Improvement, Business Process..., Management, Investments, Business Planning, Due Diligence, Business Development, Managerial Finance, Mortgage Lending, Banking, Budgets, Change Management, Treasury Management, Credit Risk, Negotiation, Loan Origination, Sales Management, Accounting, Commercial Banking
Education
University of San Francisco - School of Management 2009 — 2010
Master Certificate, Internet Marketing
Stanford University Graduate School of Business 2006 — 2006
Executive Program, General Management Strategy
The University of British Columbia 1975 — 1980
Bachelor of Commerce, Urban Land Economics and Finance
eBay Inc June 2014 - Present
Ebay-PayPal April 2012 - June 2014
First Republic Bank April 2002 - April 2012
Merrill Lynch 2007 - 2008
Greater Bay Bank 2004 - 2005
Providian Financial 1999 - 2002
Providian Financial 1999 - 2002
Providian Financial 1999 - 2002
Fireside Bank 1996 - 1998
First nationwide Bank 1989 - 1995
Education
Saint Mary's College of California 1982 — 1986
economics, Accounting
Cubberley High School
Cubberley High School
Palo Alto High School
Palo Alto High School
Kaiser Permanente June 2008 - Present
DPMS, Inc. May 2007 - May 2008
Kool Smiles 2007 - 2008
DPMS, Co (dba Kool Smiles) 2007 - 2008
Capital Auto Rental Service October 2001 - August 2004
Kaiser Permanente October 1994 - June 2000
Greater Bay Bank 1999 - 2000
Education
San Francisco State University 1977 — 1980
S. Painter Consulting June 2008 - Present
Greater Bay Bank March 2001 - March 2008
Wells Fargo 2000 - 2002
Visa USA November 1998 - February 2000
EurekaBank March 1992 - March 1998
Education
California State University-Sacramento
MBA
California State University-Sacramento
BA, French
University of Copenhagen
International Business
Presidio Bank January 2012 - Present
First National Bank of Northern California May 2009 - August 2011
The Private Bank of the Peninsula April 2008 - February 2009
Greater Bay Bank February 1998 - March 2008
US Bank 1997 - 1998
Education
D'Youville College 1968 — 1971
B.A., Psychology
Fremont Bank December 2008 - Present
Greater Bay Bank May 1998 - 2008
Comerica Bank 1989 - 1998
Skills
Credit, Loans, Banking, Commercial Lending
Education
St. Edward's University
Master of Business Administration (MBA)
Wells Fargo Global Banking 2009 - Present
Wells Fargo HSBC Trade Bank 2007 - 2009
Greater Bay Bank 2005 - 2007
International Risk Consultants 2003 - 2005
Skills
Banking, Trade Finance, Credit, Structured Trade, Loans, Commercial Banking, Credit Risk, Commercial Lending, Credit Analysis, Portfolio Management, Treasury Management, Asset Based Lending, Valuation, Small Business Lending
Education
The University of Akron 1998 — 2002
B.S., Marketing/International Business
The University of Akron
bridge bank March 2006 - Present
Greater Bay Bank 1994 - 2007
Greater Bay Bank March 1993 - March 2006
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Management, New Business Development, Credit Analysis, Financial Risk, Loans, Credit, Risk Management, Portfolio Management, Lines Of Credit, Middle Market
Education
San Jose State University 1971 — 1974
History
Santa Clara University 1970 — 1971
Wells Fargo Bank VP Internal Audit ManagerGreater Bay Bancorp2003 - Present
Greater Bay Bancorp (acquired by Wells Fargo) 2003 - 2008
Greater Bay Bank 2003 - 2007
Bay View Capital Corporation April 1993 - July 2001
Skills
Internal Audit, Banking, Credit, Management, Auditing, Commercial Banking, Team Leadership, Sarbanes-Oxley Act, Business Process..., Internal Controls, Cash Management, Financial Reporting, Leadership, Management Consulting, Due Diligence, Financial Analysis, Risk Management, Enterprise Risk..., Financial Risk, Executive Management, Financial Modeling, Treasury Management, Finance, Financial Services, Portfolio Management, Accounting, Strategic Financial..., Corporate Finance, Cash Flow, Mergers & Acquisitions, Credit Risk, Credit Analysis, AML, Loans, Commercial Lending
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science, Economics
California State University-East Bay
MBA, Finance
Greater Bay Bank November 1996 - Present
Santa Clara Valley National Bank 1996 - 2008
first national bank of northern california 1985 - 1996
Education
City College of San Francisco 1983 — 1984
Umpqua Bank April 2015 - Present
Pacific Enterprise Bank October 2013 - May 2015
Vibra Bank October 2012 - April 2013
Clifford Shank and Associates September 2011 - October 2012
Nevada Commerce Bank February 2010 - July 2011
Silver State Bank March 2008 - June 2009
Desert Glen, Inc. July 2005 - November 2006
Borrego Springs Bank May 2004 - July 2005
Greater Bay Bank October 2001 - December 2004
Heller Financial 1997 - 2000
Skills
SBA, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Portfolio Management, Underwriting, Financial Structuring, SBA 504, Banking, Finance, Commercial Mortgages, Cash Management, Financial Analysis, Mortgage Lending, Loan Origination, Funding, USDA, Credit Risk, Loan Servicing, Commercial Real Estate, Credit, Lines Of Credit, Construction Loans, Asset Based Lending, Credit Analysis, Treasury Management, Financial Risk
Education
National University
Palomar College
AA, General Ed/Psychology
San Diego State University-California State University
Psychology/Ed/Busines
Greater Bay Bank 2006 - Present
Greater Bay Bank 2004 - 2006
Fremont Bank 2003 - 2004
Comerica Bank 2002 - 2003
Civic Bank of commerce 2000 - 2002
Education
City College of San Francisco 1982 — 1984
BA, Business
Wells Fargo Bank March 2008 - Present
Greater Bay Bank August 2004 - March 2008
The Mechanics Bank 1981 - 2004
Skills
Credit, Commercial Banking, Banking, Loans, Portfolio Management, Underwriting, Risk, Cross Selling, Customer Relations, Treasury Management, Strategic Planning, Compliance, Small Business Lending, Commercial Lending, Referrals, Customer Service, Risk Management, Cash Flow, Credit Risk, Asset Based Lending, Credit Analysis, Financial Analysis, Financial Risk, Lines Of Credit, Retail Banking, Relationship Management, Loan Origination, Mortgage Lending, Financial Services, Cash Management, Construction Loans, Commercial Mortgages, SBA, Wealth Management, Private Banking, Refinance, Branch Management, Mortgage Banking, Credit Cards, Deposits, Cash Flow Lending, Finance
Education
Saint Mary's College of California 2001 — 2002
MBA, Business
Pacific Coast Banking School 1997 — 1999
Banking
University of California, Berkeley 1978 — 1979
Bachelor's degree, Zoology
Bank of the West October 2008 - Present
Greater Bay Bank February 2000 - March 2008
Education
San Francisco State University 1983 — 1988
Consanity Inc. June 2011 - Present
SLAC National Accelerator Laboratory August 2009 - April 2014
ConSanity Inc. June 2011 - December 2013
Anthropomorphic Arts and Education, Inc. March 2011 - March 2013
Artistic Solutions Inc. May 2008 - June 2009
Artistic Solutions Inc. (BayCon) March 2002 - June 2008
Wells Fargo Bank (Greater Bay Bank) January 2007 - March 2008
Greater Bay Bank April 2005 - January 2007
Apple Computer August 2003 - April 2005
Artistic Solutions Inc. (BayCon) May 2000 - March 2002
Skills
Event Management, Analysis, Budgets, Relationship Management, Management, Contract Negotiation, Event Planning, Customer Service, Crisis Management, Policy, Access, System Administration, Project Management, PowerPoint, Project Planning, Microsoft Excel, Outlook, Leadership, Microsoft Office, Negotiation, Microsoft Word, Social Media
Education
Foothill College
Bachelors in Science, Event & Hospitality Management, Meeting and Event Planning, 3.5
Fiserv December 2011 - Present
Cash Edge November 2008 - December 2011
Greater Bay Bank February 2001 - April 2008
Western States Bankcard Association July 1999 - January 2001
Skills
Fraud, Internal Controls, Risk Management, Process Improvement, Relationship Management, Vendor Management, Project Management, Team Leadership, Accounting, Credit Cards, Team Building, Management, Business Process, Financial Services, Cross-functional Team..., Risk Assessment, Banking, Commercial Banking, Finance, Leadership, Loans, Portfolio Management, Training
Education
Cabrillo College 1997 — 1999
Accounting and Business Law
Wells Fargo Bank formally Greater Bay Bank November 2007 - March 2008
Greater Bay Bank 1994 - 2008
Greater Bay Bancorp 1994 - 2008
Greater Bay Bancorp 1994 - 2008
Greater Bay Bank 1994 - 2008
Greater Bay Bank May 2002 - November 2007
Greater Bay Bancorp June 1994 - May 2002
Wells Fargo Bank February 1990 - June 1994
Education
Fashion Institute of Design & Merchandising 1985 — 1987
AA, Visual Arts and Graphics
Mechanics Bank March 2011 - Present
Mechanics Bank March 2011 - Present
Tamalpais Bancorp 2007 - Present
Greater Bay Bank 2001 - 2007
Education
Golden Gate University
Heritage Bank of Commerce March 2008 - Present
Greater Bay Bank May 2006 - March 2008
Education
Academy of Art University
Greater Bay Bancorp 2004 - 2008
Greater Bay Bank 2004 - 2007
Education
California State University-Los Angeles 1966 — 1970
Wells Fargo Bank January 2008 - Present
Greater Bay Bank February 2004 - December 2007
Skills
AML, Commercial Lending, Bank Secrecy Act, Banking, Credit, Loans, Financial Services
Education
University of California, Hastings College of the Law 1977 — 1980
San Francisco State University 1973 — 1977
BA, Political Science
Bank of Marin October 2014 - Present
Umpqua Bank August 2011 - October 2014
Presidio Bank October 2007 - August 2011
Greater Bay Bank August 2004 - October 2007
Westamerica Bank September 1999 - August 2004
Skills
Commercial Lending, Small Business Lending, Loans, Portfolio Management, Cash Management, Credit, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Loan Origination, Banking
Education
Occidental College 1994 — 1998
Mathematics
Wells Fargo Bank ALM AnalystWells Fargo Bank2008 - Present
Greater Bay Bank 2006 - 2007
FHLBank San Francisco 1990 - 1997
Education
Santa Clara University 1983 — 1987
Santa Barbara Bank & Trust 2012 - Present
Pacific Capital Bancorp September 2010 - Present
Greater Bay Bank December 2002 - December 2007
California Federal Bank August 1993 - November 2002
Office of Thrift Supervision October 1986 - August 1993
Education
University of San Francisco 1985 — 1986
M.B.A., Finance
Miami University 1970 — 1974
B.A., Sociology/Anthropology
Bridge Bank April 2006 - Present
Greater Bay Bank 1998 - 2006
Bank of the West 1985 - 1998
Security Pacific National Bank 1971 - 1983
Skills
Loans, Cash Management, Asset Based Lending, Commercial Lending
Education
Chaffey College
Wells Fargo Bank June 2007 - Present
Greater Bay Bank February 2003 - June 2007
Office of Thrift Supervision 1986 - 2002
Skills
Banking, Credit, Financial Services, Risk Management, Commercial Banking
Education
University of San Francisco 1983 — 1988
MBA, Finance and Banking
San Francisco State University 1976 — 1981
BA, Italian
San Francisco State University, College of Business 1976 — 1981
BS, Accounting
UCSF 2011 - Present
JVS 2004 - 2011
Charles Schwab 2004 - 2005
Greater Bay Bank 2000 - 2004
Bank of America 1997 - 2000
Skills
Financial Analysis, Financial Modeling, Start-ups, Credit, Corporate Finance, Budgets, Finance, Sarbanes-Oxley Act, Strategic Planning, Accounting, Nonprofits, Leadership, Business Strategy, Research, Due Diligence, PeopleSoft, Microsoft Excel, Financial Reporting, Analysis, Grant Writing, Strategic Financial..., Grants, Program Management, Data Analysis, Project Management, Strategy, Management, Public Speaking, Forecasting
Education
University of California, Davis 1994 — 1997
BA, International Relations
SESAC April 2014 - Present
Wells Fargo Bank January 2008 - July 2008
Greater Bay Bank 2007 - 2008
City of Newark September 2001 - October 2007
UCLA School of Law Fellows Program January 2007 - June 2007
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Customer Service, Management, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Event Planning, Research, Legal Writing, Legal Research, Credit Analysis, Risk Management, Underwriting, Portfolio Management, Cash Management, Financial Analysis, Loans, Mergers & Acquisitions, Small Business Lending, Relationship Management, Retail Banking, Asset Based Lending
Education
University of West Los Angeles 2009 — 2013
Doctor of Law (J.D.), Law
Notre Dame de Namur University 2003 — 2007
Bachelor of Science (BS), Politica Science & History
Western State University College of Law
Channel Lumber Co. January 2009 - Present
Education Finance Partners December 2004 - December 2008
Greater Bay Bank February 2004 - December 2004
Irwin Home Equity 1997 - 2003
Waste Management Inc. 1994 - 1997
Skills
Internal Controls
Education
California State University-Hayward - School of Business and Economics
MBA
Golden Gate University
MS, TAX
San Jose State University
BS, Accounting
Arbor Education and Training July 2005 - March 2007
Greater Bay Bank March 2002 - April 2003
Marcus & Millichap June 2001 - June 2002
Alain Pinel Realtors June 1999 - June 2001
Skills
Microsoft Office, PowerPoint, Outlook, Photoshop, Microsoft Excel, Social Media, Illustrator
Education
University of California, Berkeley
BA, Psychology
University of California, Davis
Biological Sciences
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Skills
Banking, Loans, Funds Transfer Pricing, Interest Rate Risk..., Commercial Banking, Treasury Management, Financial Modeling, Asset Based Lending, Financial Analysis, Commercial Lending, Risk Management, Corporate Finance, Strategic Financial..., Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Portfolio Management, Financial Reporting, Credit
Education
The University of Chicago - Booth School of Business 1974 — 1976
Master of Business Administration (MBA), Finance & Accounting
Duke University 1970 — 1974
BA, Economics
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Itel Corp. May 1978 - October 1983
Skills
Financial Analysis, Cash Management, Mergers, Corporate Finance, Financial Modeling, Banking, Budgets, Capital Markets, Mergers & Acquisitions, Risk Management, Credit, Investments, Strategic Financial..., Portfolio Management, Business Strategy, Loans, Treasury Management, Commercial Banking
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
Duke University 1970 — 1974
B.A., Economics
Union Bank of California January 2007 - Present
Greater Bay Bank May 2005 - December 2006
U.S. Secret Service December 1983 - May 2005
Skills
Bank Secrecy Act, Fraud Investigations, Investigations, Physical Security, Executive Protection, AML, OFAC, Risk, Risk Assessment, Risk Management, Investigation, Training, Enterprise Risk..., Certified Fraud Examiner, Security Management, Security, Criminal Investigations, Security Operations, Financial Institutions, Crisis Management, Background Checks, Business Continuity, Financial Risk, Counterterrorism, Policy, Operational Risk, Corporate Security, Fraud, Private Investigations, KYC, Operational Risk..., Due Diligence, USA PATRIOT Act, Enforcement, Risk Analysis, Internal Investigations, Surveillance, Law Enforcement, Anti Money Laundering
Education
Golden Gate University, School of Law 1978 — 1980
JD, Law
University of San Francisco 1974 — 1977
BA, American History (United States)
Bio Energy Start- Up 2014 - Present
Union Bank 2011 - 2013
JP Morgan Chase 2010 - 2011
Bank of America 2004 - 2009
Greater Bay Bank 2002 - 2004
Bank of America 1999 - 2001
The Pacific Bank, NA 1993 - 1999
Skills
Training, Leadership, Business Development, Banking, Commercial Banking, Small Business, Financial Services, Credit, Sales, Marketing, Finance, Small Business Lending, Credit Analysis, Mortgage Lending, SBA, Loan Origination, Commercial Lending, Financial Risk, Loans, Underwriting, Treasury Management, Lines Of Credit, Asset Based Lending
Education
California State University-Sacramento
BS, Business Administration, Double Major in Management and Marketing
Santa Cruz Community Credit Union January 2014 - Present
Santa Cruz Community Credit Union June 2011 - Present
Wells Fargo Bank 2008 - 2011
Greater Bay Bank 2007 - 2008
LaSalle Bank 2006 - 2007
Bank One 2000 - 2003
NBD 1994 - 2000
Skills
Credit, Commercial Banking, Banking, Credit Analysis, Retail Banking, Risk Management, Finance, Loans, Customer Service, Loan Origination, Consumer Lending, Team Building, Cross Selling
Education
Davenport University
Associate's degree in Management, Business Management
Rabobank, N.A. November 2013 - Present
Rabobank, N.A. March 2013 - Present
River City Bank February 2007 - March 2013
Greater Bay Bank 2000 - 2005
EurekaBank 1992 - 1998
Skills
Development & delivery..., Policy and Procedure..., Internal Communication, Onboarding and..., Performance Management, Curriculum Design, Internal Communications, Banking, Training, Leadership, Organizational..., Policy, Employee Training, Time Management, Training Delivery, Leadership Development
Education
San Francisco State University
Bachelor of Arts, Sociology and Criminal Justice
Caterpillar Financial September 2013 - Present
Volvo Financial Services January 2006 - August 2013
Greater Bay Bank 2003 - 2006
IOS Capital 1998 - 2003
Skills
Financial Analysis, Financial Reporting, Cash Management, Sarbanes-Oxley Act, Internal Controls, Forecasting, Corporate Finance, Strategic Financial..., Hyperion Enterprise, Financial Modeling, Banking, Accounting, Cash Flow, Finance, Portfolio Management, IFRS, Financial Audits
Education
Georgia Southern University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Georgia Southern University
Stumpf Capital Management LLC December 2014 - Present
J.P. Morgan June 2014 - December 2014
Bank of America June 2013 - September 2013
JPMorgan Chase September 2012 - June 2013
JPMorgan Chase March 2009 - September 2012
Bank of the West July 2007 - March 2009
Greater Bay Bank July 2006 - June 2007
Frost Bank January 2004 - June 2006
Wells Fargo Financial June 2002 - December 2003
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit, Business Development, Financial Services, Strategic Financial..., Equities, Investments, Financial Modeling, Asset Management, Financial Analysis, Credit Analysis, Underwriting, Lines Of Credit, Mortgage Lending, Loan Origination, Finance, Asset Based Lending, Series 7
Education
Leadership San Francisco 2007 — 2008
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance
Bank of America March 2007 - March 2009
Greater Bay Bank June 2005 - March 2007
Greater Bay Bank March 2004 - June 2005
Comerica January 2002 - March 2004
Skills
Credit, Loans, Commercial Banking, Banking, Underwriting, Small Business Lending, Portfolio Management, Risk Management, Cash Management, Treasury Management, Commercial Lending, Credit Analysis, Customer Relations, Vendor Management, Cash Flow, Asset Based Lending, Relationship Management, Customer Service, Lines Of Credit, Credit Risk, Sales Management
Education
University of California, Santa Cruz 1997 — 2001
Bachelor of Arts, Business Management
Comerica Wealth Management December 2007 - Present
Comerica Bank 2007 - 2012
Greater Bay Bank 2006 - 2007
WFB 1999 - 2006
Union Bank 1996 - 1999
First Interstate Bank 1986 - 1996
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Private Banking, Portfolio Management, Banking, Credit, Wealth Management, Wealth Management..., Credit Analysis, Small Business Lending, Investment Advisory, Asset Based Lending, Loans, Mortgage Lending, Treasury Management
Education
Golden Gate University 1990 — 1994
Master of Business Administration (MBA), Finance, General
WinMax Systems September 2012 - April 2015
Greater Bay Bank January 2003 - December 2003
Cisco Systems January 2000 - January 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Marketing Strategy, Business Development, Account Management, Management, New Business Development, Marketing, Project Management, Strategic Planning, Business Analysis, CRM, Product Development, Social Media, Leadership, Recruiting, Sales, Strategy, SaaS, Networking, Staff Augmentation, Enterprise Software, Cloud Computing, Technical Recruiting, Salesforce.com, Business Strategy, Staffing Services
Education
Stella Maris College 1989 — 1993
Master's degree, Mathematics
Adarsh Vidyalaya 1987 — 1989
High School, Math and Science
Provident Credit Union July 2010 - Present
Blue Shield of California May 2008 - July 2010
Greater Bay Bank September 2001 - April 2008
AT&T Broadband November 1998 - July 2001
Washington Mutual Bank April 1992 - November 1998
Westamerica Bank September 1991 - April 1992
Citibank May 1984 - August 1991
Skills
Process Improvement, Banking, Strategic Planning, Vendor Management, Risk Management, Call Center, Customer Service, Change Management, Loans, Microsoft Excel, Call Centers, Human Resources, Team Building, Training, Leadership, Sales, Management
Education
San Francisco State University 1983 — 1988
MBA, Business Administration
Sacramento State University 1981 — 1983
Bachelor of Science (B.S.), Business Administration
College of San Mateo 1979 — 1981
Associate in Arts
Heritage Bank of Commerce July 2005 - Present
Greater Bay Bank 2002 - 2005
San Jose National Bank 1991 - 2001
Pacific Western Bank 1989 - 1991
Wells Fargo 1986 - 1989
Crocker Bank 1976 - 1989
Skills
Commercial Lending, Private Banking, Loans, Middle Market, Credit, Commercial Banking, Banking, Cash Management, Commercial Mortgages, Management, Credit Analysis, Deposits, Banking Relationships, Branch Banking, Risk Management, Small Business Lending, Financial Analysis, Asset Based Lending
Education
Santa Clara University 1974 — 1978
BS Commerce, Management
Archbishop MItty High School
Bank of the West 2007 - Present
Greater Bay Bank 2006 - 2007
Deloitte 2005 - 2006
Kendall-Jackson Wine Estates 2003 - 2005
Levi Strauss & Co. 1987 - 2003
Skills
Compliance, Financial Reporting, Banking, Tax, Team Building, Insurance, Planning, Corporate Tax, Income Tax, Tax Compliance, Tax Audits, Leadership, Legal Research, Risk Management, Legal Compliance, Legal, Transfer Pricing, Tax Accounting, Auditing, Mergers & Acquisitions, Accounting, Finance, Fixed Assets, Financial Analysis, Tax Research, International Tax, Project Planning, Sarbanes-Oxley Act, SEC filings, Tax Law, Due Diligence
Education
University of San Francisco 1979 — 1982
JD, TAX
UC Berkeley 1975 — 1979
BS Accounting, Accounting and Finance
Royal Business Bank October 2014 - Present
Bridge Bank February 2006 - June 2014
Greater Bay Bank April 2002 - January 2006
Skills
Credit, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Loans, Finance, Commercial Lending, Accounting, Customer Service, Cash Management, Lines Of Credit
Education
San Jose State University 1996 — 2001
Bachelor of Science, Finance
SBA Loans January 2011 - Present
Sunovis Financial, Inc. August 2012 - July 2014
Exchange Bank February 2010 - December 2010
US Small Business Administration June 2009 - February 2010
First Community Bank April 2006 - May 2009
VISION ONE CREDIT UNION March 2005 - March 2006
WACHOVIA SMALL BUSINESS CAPITAL January 2004 - March 2005
Greater Bay Bank June 2001 - December 2003
Bank of America October 1990 - June 2001
Skills
Commercial Lending, Commercial Banking, Underwriting, Credit Analysis, Credit, Commercial Mortgages, Credit Risk, SBA, Team Leadership, Loans, Mortgage Lending, Small Business Lending, Real Estate, Lines Of Credit, Construction Loans, Portfolio Management, Finance, Financial Analysis, Negotiation, Loan Origination, Commercial Real Estate, Banking, Financial Structuring, Investment Properties, Analysis, Cash Management, Small Business
Education
Binghamton University 1975 — 1979
BA, Psychology
Georgia State University
Graduate coursework, accounting; finance, marketing, and organizational behavior
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Wellls Fargo Bank May 2008 - April 2011
Greater Bay Bank October 2005 - May 2008
Fremont Bank 2002 - 2005
Check Free Corporation 1999 - 2002
Sub-Zero Distributors, Inc. 1996 - 1999
Skills
Credit
Education
Jose P. Rizal University 1970 — 1974
B. S. Commerce, Management
Cogswell Polytechnical College March 2008 - Present
Greater Bay Bank October 2006 - March 2008
Citi February 2005 - October 2006
Skills
Accounts Payable, Account Reconciliation, Customer Service, Microsoft Office, Accounts Receivable
Education
San Jose State University 2001 — 2005
Finance
Mechanics Bank October 2008 - Present
Greater Bay Bank May 2006 - October 2008
Marble Bridge Funding Group May 2005 - May 2006
Education
Diablo Valley College 1976 — 1978
Business Finance
Clayton Valley High School 1974 — 1976
Exelixis August 2013 - Present
Resources Global Professionals and Randstad Finance and Accounting June 2010 - August 2013
NetSuite March 2008 - March 2010
Greater Bay Bank July 1997 - March 2008
Tracy Federal Bank March 1995 - June 1997
Coopers & Lybrand LLP July 1989 - March 1995
Skills
SEC reporting, Technical Accounting, FAS123R, SOX, GAAP, 10K, 10Q, Financial Reporting, Accounting Research
Education
UCSB 1983 — 1989
BA, Business Economics
Oakland Unified School District November 2014 - Present
Fred Finch Youth Center November 2013 - Present
Union Bank August 2011 - Present
Wells Fargo March 2008 - October 2010
Greater Bay Bank March 2000 - March 2008
Skills
computer, people, old..., Outstanding people..., Hands-on Problem Solver, Time Management
Education
Laney College 1975 — 1979
Associate of Science (A.S.), Medical Technology, 3.8 Deans List for all Semesters
Laney Jr College 1975 — 1979
AS of Science & AS Business, Med Technology & Business, 3.8
Laney College 1973 — 1977
Associate's degree, Business Communication, 3.8
Franklin Templeton Investments June 2011 - May 2014
Green and Hall, Attorneys at Law December 2010 - May 2011
Resources Global Professionals February 2007 - December 2009
Greater Bay Bank August 2005 - February 2007
Zultys Technologies December 2001 - April 2005
Skills
Financial Reporting, Accounting, Microsoft Office, Compilation Of..., Auditing, Process Improvement, Payroll, Internal Controls, Internal Audit, QuickBooks, Human Resources, PeopleSoft, Client Service Oriented, Retail Sales, Manufacturing, Management, Project Management, Financial Services
Education
San Francisco State University
Bachelor of Applied Science (B.A.Sc.), Business Administration
Santa Clara University - Leavey School of Business
CEP Level 1 Exam
MTI College
Certificate - Paralegal Studies (ABA Accredited Program)
Capital One March 2015 - Present
JPMorgan Chase & Co. October 2010 - June 2014
Wells Fargo March 2007 - October 2010
Greater Bay Bank January 2006 - March 2007
TransPacific Financial Services May 2005 - January 2006
Bank of America January 2004 - May 2005
Bank of America February 2003 - January 2004
Skills
Financial Services, Management, Mortgage Lending, Commercial Lending, Wealth Management, Private Banking, Talent Management, Talent Acquisition, Retail Banking, Small Business, Nonprofits, Non-profit Volunteering, Non-profit Leadership, Fundraising, Business Development
Education
San Francisco State University 2000 — 2005
Bachelor of Science (BS), Psychology