Heritage Bank of Commerce
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Heritage Bank of Commerce Employees
Employee
Years
Job
Industry
james rule james rule's Heritage Bank of Commerce Experience June 2011 - December 2011
Job Staff at SoFi
Industry Banking
Experience
SoFi April 2014 - Present
Wells Fargo June 2012 - November 2013
Heritage Bank of Commerce June 2011 - December 2011
Citi June 2005 - April 2011
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Science and Government
University of California, Berkeley, Extension
Concentration in Personal Financial Planning, Accounting, Real Estate
SoFi April 2014 - Present
Wells Fargo June 2012 - November 2013
Heritage Bank of Commerce June 2011 - December 2011
Citi June 2005 - April 2011
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Science and Government
University of California, Berkeley, Extension
Concentration in Personal Financial Planning, Accounting, Real Estate
Tina Woodward Tina Woodward's Heritage Bank of Commerce Experience June 2013 - July 2014
Job Independent Beauty Consultant
Industry Cosmetics
Experience
Mary Kay Idependent Consultant August 2014 - Present
RPM Mortgage, Inc. July 2014 - August 2014
Heritage Bank of Commerce June 2013 - July 2014
Comerica Bank May 2012 - June 2013
Wells Fargo Private Bank November 2010 - May 2012
Wells Fargo May 2007 - November 2010
Skills
Consumer Lending, Credit, Customer Service, Financial Analysis, Loans, Microsoft Excel, Sales
Education
Allied American University 2015 — 2015
CA Real Estate License, Real Estate
Post University 2012 — 2015
Bachelor of Science (BS), Criminal Justice
California State University- Bakersfield 2000 — 2005
Psychology
Mary Kay Idependent Consultant August 2014 - Present
RPM Mortgage, Inc. July 2014 - August 2014
Heritage Bank of Commerce June 2013 - July 2014
Comerica Bank May 2012 - June 2013
Wells Fargo Private Bank November 2010 - May 2012
Wells Fargo May 2007 - November 2010
Skills
Consumer Lending, Credit, Customer Service, Financial Analysis, Loans, Microsoft Excel, Sales
Education
Allied American University 2015 — 2015
CA Real Estate License, Real Estate
Post University 2012 — 2015
Bachelor of Science (BS), Criminal Justice
California State University- Bakersfield 2000 — 2005
Psychology
Laura Roden Laura Roden's Heritage Bank of Commerce Experience July 2011 - Present
Job Expert in Alternative Investments: Private Equity, Venture Capital and Hedge Funds
Industry Investment Management
Experience
Capital Formation Consultants LLC January 2007 - Present
Heritage Bank of Commerce July 2011 - Present
San Jose State University January 2001 - Present
The Angels' Forum January 2005 - December 2006
SVASE (Silicon Valley Association of Startup Entrepreneurs) 2001 - January 2005
PowerTV Inc 1997 - 2001
Tetra Tech 1996 - 1996
Vicarious, Inc. 1994 - 1996
U.S. Media Group 1992 - 1994
Chronicle Publishing Company 1985 - 1992
Skills
Hedge Funds, Alternative Investments, Family Office, Venture Capital, Fundraising, Banking, Angel Investor Groups, Socially Responsible..., Impact Investing, ESG Investing, Fund Formation, Secondary Funds, Distressed Debt Funds, Absolute Return Funds, Fund of Funds, Investment Management, Investment Research, Alternative Assets, Return on Investment..., Public Speaking, Nonprofit Fundraising, Nonprofit Development, Presentations, Offering Terms and..., Small and Emerging..., Private Equity, Due Diligence, Financial Analysis, Investments, Angel Investing, Valuation, Private Placements, Investor Relations, Fund Of Funds, Corporate Finance, Board of Directors, Financial Markets, Finance, Business Modeling, Nonprofits
Education
Harvard College 1975 — 1979
AB (Bachelor of Arts)
Harvard Business School 1981 — 1983
MBA, General Management, Finance, Capital Markets
University of South Africa/Universiteit van Suid-Afrika 2014 — 2017
Candidate for Doctorate in Business Leadership (DBL), Non-Profit/Public/Organizational Management
Marlborough School 1969 — 1975
HS
Capital Formation Consultants LLC January 2007 - Present
Heritage Bank of Commerce July 2011 - Present
San Jose State University January 2001 - Present
The Angels' Forum January 2005 - December 2006
SVASE (Silicon Valley Association of Startup Entrepreneurs) 2001 - January 2005
PowerTV Inc 1997 - 2001
Tetra Tech 1996 - 1996
Vicarious, Inc. 1994 - 1996
U.S. Media Group 1992 - 1994
Chronicle Publishing Company 1985 - 1992
Skills
Hedge Funds, Alternative Investments, Family Office, Venture Capital, Fundraising, Banking, Angel Investor Groups, Socially Responsible..., Impact Investing, ESG Investing, Fund Formation, Secondary Funds, Distressed Debt Funds, Absolute Return Funds, Fund of Funds, Investment Management, Investment Research, Alternative Assets, Return on Investment..., Public Speaking, Nonprofit Fundraising, Nonprofit Development, Presentations, Offering Terms and..., Small and Emerging..., Private Equity, Due Diligence, Financial Analysis, Investments, Angel Investing, Valuation, Private Placements, Investor Relations, Fund Of Funds, Corporate Finance, Board of Directors, Financial Markets, Finance, Business Modeling, Nonprofits
Education
Harvard College 1975 — 1979
AB (Bachelor of Arts)
Harvard Business School 1981 — 1983
MBA, General Management, Finance, Capital Markets
University of South Africa/Universiteit van Suid-Afrika 2014 — 2017
Candidate for Doctorate in Business Leadership (DBL), Non-Profit/Public/Organizational Management
Marlborough School 1969 — 1975
HS
Megan Barba Megan Barba's Heritage Bank of Commerce Experience August 2005 - October 2007
Job Senior Executive Administrator/Project Coordinator
Industry Human Resources
Experience
Ericsson December 2013 - Present
Washington Hospital Healthcare System February 2010 - December 2013
Spansion November 2007 - February 2009
Heritage Bank of Commerce August 2005 - October 2007
Technology Credit Union July 2002 - October 2005
Skills
Administrative..., Budgets, Customer Service, Invoicing, Management, Office Management, Onboarding, Project Coordination, Administration, Process Scheduler, Human Resources, Time Management, Access, Outlook, Software Documentation, Administrative..., Process Improvement, Training
Education
Evergreen Valley College
Business, Management, Marketing, and Related Support Services
Ericsson December 2013 - Present
Washington Hospital Healthcare System February 2010 - December 2013
Spansion November 2007 - February 2009
Heritage Bank of Commerce August 2005 - October 2007
Technology Credit Union July 2002 - October 2005
Skills
Administrative..., Budgets, Customer Service, Invoicing, Management, Office Management, Onboarding, Project Coordination, Administration, Process Scheduler, Human Resources, Time Management, Access, Outlook, Software Documentation, Administrative..., Process Improvement, Training
Education
Evergreen Valley College
Business, Management, Marketing, and Related Support Services
Niambi Noni Sadzi Smith's Heritage Bank of Commerce Experience 2005 - 2006
Job Graphic Designer/Visual Storyteller/Social Media
Industry Graphic Design
Experience
Beyond the Muse est. (2014) 2002 - Present
Bank of Alameda 2007 - 2014
Golden Bay Federal Credit Union 2006 - 2007
Heritage Bank of Commerce 2005 - 2006
Santa Clara County Federal Credit Union 2002 - 2004
Circuit City Advertising 1999 - 2002
Skills
Graphic Design, Web Design, Layout, Logo Design, Advertising, Graphics, Adobe Creative Suite, Digital Marketing, Art Direction, Brochures, Social Media Marketing, Social Media, Creative Strategy, Typography, Facebook, Marketing, Posters, Blogging, WordPress, Newsletters, Brand Development, Illustrator, CMS, Animation, Office Administration, Music, PowerPoint, Banking, Customer Service
Education
COLUMBUS COLLEGE OF ART & DESIGN
Bachelor of Fine Arts (BFA), Visual Arts and Communication
Beyond the Muse est. (2014) 2002 - Present
Bank of Alameda 2007 - 2014
Golden Bay Federal Credit Union 2006 - 2007
Heritage Bank of Commerce 2005 - 2006
Santa Clara County Federal Credit Union 2002 - 2004
Circuit City Advertising 1999 - 2002
Skills
Graphic Design, Web Design, Layout, Logo Design, Advertising, Graphics, Adobe Creative Suite, Digital Marketing, Art Direction, Brochures, Social Media Marketing, Social Media, Creative Strategy, Typography, Facebook, Marketing, Posters, Blogging, WordPress, Newsletters, Brand Development, Illustrator, CMS, Animation, Office Administration, Music, PowerPoint, Banking, Customer Service
Education
COLUMBUS COLLEGE OF ART & DESIGN
Bachelor of Fine Arts (BFA), Visual Arts and Communication
Juanita S. Navarro's Heritage Bank of Commerce Experience July 2012 - August 2012
Job Actively Seeking Employment | Coordination & Support | Contract Administration | Document Control | Support Professional
Industry Information Technology and Services
Experience
Kaspick & Company, LLC January 2015 - April 2015
Administrative Services February 2014 - January 2015
FireEye, Inc. December 2013 - December 2013
Cisco Systems October 2012 - November 2012
Heritage Bank of Commerce July 2012 - August 2012
Cisco Systems Capital Corporation April 2006 - October 2011
Z Resource Captive Services, LLC for Cisco Systems Capital Corporation February 2005 - April 2006
VISX October 2004 - October 2004
Santa Clara Valley Water District July 2004 - September 2004
Siemens Information and Communications Networks, Inc. 2000 - 2001
Skills
Uniform Commercial Code, Operational Support, Analytical Abilities, Persistent, Records Management, WebEx, Computer Operations, Data Center, Contractual Agreements, HTML, Detail Orientation, Self Driven, Resourceful, Well-organized, Results Oriented, Business Objects, Microsoft Office, Documentum, PowerPoint, Outlook, Analytical Skills, iLien, Microsoft Excel, Microsoft Word, Project Coordination, Risk Management, Process Improvement, Goal Oriented, Training, Time Management, Teamwork, Networking, Cross-functional Team..., Management, Customer Service, Leadership, Program Management, Project Planning
Education
University of Phoenix
BS, Information Technology
Evergreen Valley College
AA, Data Processing
Yerba Buena High School
General Education
Work2Future 2013 — 2013
Professional Development.
Computer Business Training 2012 — 2012
Professional Development.
Kaspick & Company, LLC January 2015 - April 2015
Administrative Services February 2014 - January 2015
FireEye, Inc. December 2013 - December 2013
Cisco Systems October 2012 - November 2012
Heritage Bank of Commerce July 2012 - August 2012
Cisco Systems Capital Corporation April 2006 - October 2011
Z Resource Captive Services, LLC for Cisco Systems Capital Corporation February 2005 - April 2006
VISX October 2004 - October 2004
Santa Clara Valley Water District July 2004 - September 2004
Siemens Information and Communications Networks, Inc. 2000 - 2001
Skills
Uniform Commercial Code, Operational Support, Analytical Abilities, Persistent, Records Management, WebEx, Computer Operations, Data Center, Contractual Agreements, HTML, Detail Orientation, Self Driven, Resourceful, Well-organized, Results Oriented, Business Objects, Microsoft Office, Documentum, PowerPoint, Outlook, Analytical Skills, iLien, Microsoft Excel, Microsoft Word, Project Coordination, Risk Management, Process Improvement, Goal Oriented, Training, Time Management, Teamwork, Networking, Cross-functional Team..., Management, Customer Service, Leadership, Program Management, Project Planning
Education
University of Phoenix
BS, Information Technology
Evergreen Valley College
AA, Data Processing
Yerba Buena High School
General Education
Work2Future 2013 — 2013
Professional Development.
Computer Business Training 2012 — 2012
Professional Development.
Alexis Galatolo Alexis Galatolo's Heritage Bank of Commerce Experience April 2010 - October 2011
Job People Operations Associate at Pantheon
Industry Marketing and Advertising
Experience
GetPantheon November 2014 - Present
BriteVision Media March 2012 - October 2014
Glam Media October 2011 - March 2012
Heritage Bank of Commerce April 2010 - October 2011
Nordstrom October 2006 - April 2010
Portola Farms June 2009 - August 2009
Skills
Salesforce.com, Social Media Marketing, Microsoft Excel, Social Media, Event Planning, Sales, Online Advertising, Marketing, Blogging, Advertising, CRM, Management, Lead Generation, Event Management
Education
American College of Thessaloniki 2011 — 2011
San Jose State University 2010 — 2011
Bachelor's of Art, Global Studies
Foothill College 2008 — 2009
Associate in Arts, Accounting
Foothill College 2006 — 2009
Associate in Arts, Business Administration
GetPantheon November 2014 - Present
BriteVision Media March 2012 - October 2014
Glam Media October 2011 - March 2012
Heritage Bank of Commerce April 2010 - October 2011
Nordstrom October 2006 - April 2010
Portola Farms June 2009 - August 2009
Skills
Salesforce.com, Social Media Marketing, Microsoft Excel, Social Media, Event Planning, Sales, Online Advertising, Marketing, Blogging, Advertising, CRM, Management, Lead Generation, Event Management
Education
American College of Thessaloniki 2011 — 2011
San Jose State University 2010 — 2011
Bachelor's of Art, Global Studies
Foothill College 2008 — 2009
Associate in Arts, Accounting
Foothill College 2006 — 2009
Associate in Arts, Business Administration
Carrie McCartney Carrie McCartney's Heritage Bank of Commerce Experience August 2004 - January 2006
Job Implementation Project Manager at ABLSoft
Industry Financial Services
Experience
California Bank of Commerce May 2012 - May 2015
Graystone Capital June 2011 - May 2012
Graystone Capital June 2010 - May 2011
Westamerica Bank November 2009 - January 2010
County Bank 2006 - 2009
Heritage Bank of Commerce August 2004 - January 2006
Skills
Asset Based Lending, Loans, Credit, Small Business Lending, Banking, Asset, Funding, Portfolio Management, Factoring, Risk Management, Cash Management, Credit Analysis, Finance, Commercial Lending, Commercial Banking, Management, Credit Risk, Financial Risk, Treasury Management, Financial Analysis
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Undergraduate
University of Phoenix 2010 — 2013
Bachelors, Information Technology, Graduate
University of Phoenix 2009 — 2010
Associates, Business Accounting
California Bank of Commerce May 2012 - May 2015
Graystone Capital June 2011 - May 2012
Graystone Capital June 2010 - May 2011
Westamerica Bank November 2009 - January 2010
County Bank 2006 - 2009
Heritage Bank of Commerce August 2004 - January 2006
Skills
Asset Based Lending, Loans, Credit, Small Business Lending, Banking, Asset, Funding, Portfolio Management, Factoring, Risk Management, Cash Management, Credit Analysis, Finance, Commercial Lending, Commercial Banking, Management, Credit Risk, Financial Risk, Treasury Management, Financial Analysis
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Undergraduate
University of Phoenix 2010 — 2013
Bachelors, Information Technology, Graduate
University of Phoenix 2009 — 2010
Associates, Business Accounting
Michael R. Ong Michael R. Ong's Heritage Bank of Commerce Experience August 2008 - December 2010
Job Managing Director, Burke Capital Corporation
Industry Financial Services
Experience
Burke Capital Corporation January 2011 - Present
Focus Business Bank August 2014 - August 2015
Heritage Bank of Commerce August 2008 - December 2010
First Bank March 2007 - August 2008
Comerica Bank 1984 - 2007
Wells Fargo 1978 - 1984
Union Bank 1973 - 1978
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Asset Based Lending, Middle Market, Cash Flow Lending, Financial Structuring, Debt Restructuring, Credit Analysis, Managerial Finance, Restructuring, Commercial Lending, Credit Risk, Small Business Lending, Commercial Mortgages, Financial Institutions, Structured Finance, Syndications, Commercial Finance, Securitization, Financial Risk, Funding, Management, Treasury Management, Trade Finance, Loan Origination, Leveraged Finance, Cash Management, Operational Risk, Turn Around Management, Loan Portfolio Analysis, Problem Management, Problem Analysis, Financial Services, Executive Management, Financial Analysis, Banking, Underwriting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
Executive Award Certificate, The Graduate School of Credit and Financial Management (GSCFM)
University of Southern California 1972 — 1973
Master of Business Administration (MBA)
California State University-Fullerton 1970 — 1972
Bachelor's degree, Accounting
Burke Capital Corporation January 2011 - Present
Focus Business Bank August 2014 - August 2015
Heritage Bank of Commerce August 2008 - December 2010
First Bank March 2007 - August 2008
Comerica Bank 1984 - 2007
Wells Fargo 1978 - 1984
Union Bank 1973 - 1978
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Asset Based Lending, Middle Market, Cash Flow Lending, Financial Structuring, Debt Restructuring, Credit Analysis, Managerial Finance, Restructuring, Commercial Lending, Credit Risk, Small Business Lending, Commercial Mortgages, Financial Institutions, Structured Finance, Syndications, Commercial Finance, Securitization, Financial Risk, Funding, Management, Treasury Management, Trade Finance, Loan Origination, Leveraged Finance, Cash Management, Operational Risk, Turn Around Management, Loan Portfolio Analysis, Problem Management, Problem Analysis, Financial Services, Executive Management, Financial Analysis, Banking, Underwriting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
Executive Award Certificate, The Graduate School of Credit and Financial Management (GSCFM)
University of Southern California 1972 — 1973
Master of Business Administration (MBA)
California State University-Fullerton 1970 — 1972
Bachelor's degree, Accounting
Jackie Gathright, CEAP Jackie Gathright, CEAP's Heritage Bank of Commerce Experience December 1997 - December 2001
Job Executive Administrative Professional @ Cisco Systems
Industry Computer & Network Security
Experience
Cisco Systems March 2011 - Present
The Administrative Professionals Conference 2014 - 2015
Cisco Systems October 2008 - March 2011
Cisco Systems November 2005 - October 2008
IBM @ Cisco Systems November 2003 - November 2005
Cisco Systems January 2001 - November 2003
Heritage Bank of Commerce December 1997 - December 2001
Skills
Outlook, WebEx, Administrative Support, Administrative..., Time Management, Expenses, Calendars, Networking, Lotus Notes, Calendaring, Adobe Acrobat, Confidentiality, Office Management, Spreadsheets, Expense Management, Cisco Technologies, Teamwork, Visio, Administration, Telepresence, System Administration, Office Administration, Software Documentation, Video Conferencing, Access, Data Entry, Executive Support, Administrative...
Education
University of California, Santa Cruz 2006 — 2008
Certificate, Executive Administrative Assistant
West Valley College
Cisco Systems March 2011 - Present
The Administrative Professionals Conference 2014 - 2015
Cisco Systems October 2008 - March 2011
Cisco Systems November 2005 - October 2008
IBM @ Cisco Systems November 2003 - November 2005
Cisco Systems January 2001 - November 2003
Heritage Bank of Commerce December 1997 - December 2001
Skills
Outlook, WebEx, Administrative Support, Administrative..., Time Management, Expenses, Calendars, Networking, Lotus Notes, Calendaring, Adobe Acrobat, Confidentiality, Office Management, Spreadsheets, Expense Management, Cisco Technologies, Teamwork, Visio, Administration, Telepresence, System Administration, Office Administration, Software Documentation, Video Conferencing, Access, Data Entry, Executive Support, Administrative...
Education
University of California, Santa Cruz 2006 — 2008
Certificate, Executive Administrative Assistant
West Valley College
Christine (Senner) Grady Christine (Senner) Grady's Heritage Bank of Commerce Experience January 2015 - Present
Job Vice President, Cash Management Services at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
Elyse Jameson's Heritage Bank of Commerce Experience February 2012 - July 2014
Job Creative HR Professional looking for next opportunity
Industry Human Resources
Experience
Jameson Resources L.L.C. 2011 - Present
Heritage Bank of Commerce February 2012 - July 2014
Heritage Bank of Commerce February 2006 - November 2010
Duc Housing Partners April 2004 - April 2005
Caldera / Santa Cruz Operation October 1999 - December 2003
Silicon Valley Bank April 1993 - October 1999
self employed June 1991 - April 1993
Sears Savings Bank / Citibank FSB May 1981 - June 1991
Skills
Employee Benefits, Employee Relations, Benefits Administration, Banking, Compensation, Hiring, Job Descriptions, Management Development, Performance Management, Negotiation, Talent Management, Change Management, Budgeting, Organizational..., Compliance, Training, Leadership, Recruiting, Employee Training, Human Resources
Education
San Jose State University
San Jose State University US-CA
Communications/ Psychology
Jameson Resources L.L.C. 2011 - Present
Heritage Bank of Commerce February 2012 - July 2014
Heritage Bank of Commerce February 2006 - November 2010
Duc Housing Partners April 2004 - April 2005
Caldera / Santa Cruz Operation October 1999 - December 2003
Silicon Valley Bank April 1993 - October 1999
self employed June 1991 - April 1993
Sears Savings Bank / Citibank FSB May 1981 - June 1991
Skills
Employee Benefits, Employee Relations, Benefits Administration, Banking, Compensation, Hiring, Job Descriptions, Management Development, Performance Management, Negotiation, Talent Management, Change Management, Budgeting, Organizational..., Compliance, Training, Leadership, Recruiting, Employee Training, Human Resources
Education
San Jose State University
San Jose State University US-CA
Communications/ Psychology
Dave Bonaccorso's Heritage Bank of Commerce Experience June 1995 - August 2000
Job Vice President Fixed Income Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
FIG Partners October 2011 - September 2013
Keefe, Bruyette, and Woods March 2007 - October 2011
Hoefer & Arnett (and later Howe Barnes Hoefer & Arnett) January 2001 - March 2007
Heritage Bank of Commerce June 1995 - August 2000
Skills
Fixed Income, Equities, Investment Banking, Asset Management, Investments, MBS, Derivatives, Series 63, Series 7, Private Equity, Hedging, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Equity Research, Investment Strategies, Valuation, Securities, Trading, Bonds, Humor, Corporate Finance, Finance, Banking, Bloomberg Terminal, SNL, Yieldbook, Intex
Education
University of Southern California 1994 — 1998
BS, Business Administration - Finance
University of Southern California 1994 — 1998
BA, Philosophy - Ethics and History
Bellarmine College Preparatory 1990 — 1994
CFA Program
Wells Fargo Securities September 2013 - Present
FIG Partners October 2011 - September 2013
Keefe, Bruyette, and Woods March 2007 - October 2011
Hoefer & Arnett (and later Howe Barnes Hoefer & Arnett) January 2001 - March 2007
Heritage Bank of Commerce June 1995 - August 2000
Skills
Fixed Income, Equities, Investment Banking, Asset Management, Investments, MBS, Derivatives, Series 63, Series 7, Private Equity, Hedging, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Equity Research, Investment Strategies, Valuation, Securities, Trading, Bonds, Humor, Corporate Finance, Finance, Banking, Bloomberg Terminal, SNL, Yieldbook, Intex
Education
University of Southern California 1994 — 1998
BS, Business Administration - Finance
University of Southern California 1994 — 1998
BA, Philosophy - Ethics and History
Bellarmine College Preparatory 1990 — 1994
CFA Program
Paul Van Every's Heritage Bank of Commerce Experience March 2005 - May 2006
Job Regional ManagerNorthern California and The Pacific Northwest
Industry Real Estate
Experience
First American Exchange Company March 2013 - Present
First Amercian Exchange Company September 2010 - March 2013
JP Morgan Chase March 2009 - September 2010
First American Title Company May 2006 - November 2008
Heritage Bank of Commerce March 2005 - May 2006
Wells Fargo Bank January 2001 - March 2005
Wells Fargo Bank 1996 - 2005
Skills
Business Development, Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Estate, Real Estate Development, Real Estate Economics, Disposition, Investors, 1031 Exchanges, Retail Banking
Education
San Jose State University 1997 — 2000
First American Exchange Company March 2013 - Present
First Amercian Exchange Company September 2010 - March 2013
JP Morgan Chase March 2009 - September 2010
First American Title Company May 2006 - November 2008
Heritage Bank of Commerce March 2005 - May 2006
Wells Fargo Bank January 2001 - March 2005
Wells Fargo Bank 1996 - 2005
Skills
Business Development, Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Estate, Real Estate Development, Real Estate Economics, Disposition, Investors, 1031 Exchanges, Retail Banking
Education
San Jose State University 1997 — 2000
Nino Repetti's Heritage Bank of Commerce Experience March 2000 - March 2001
Job Enterprise Account Executive at Zoom Video Communications
Industry Computer Software
Experience
Zoom Video Communications August 2015 - Present
Replicon February 2015 - August 2015
Xactly Corporation April 2012 - February 2015
SuccessFactors August 2011 - March 2012
Cisco Systems August 2010 - August 2011
Webex Communications January 2007 - July 2010
Webex Communications January 2003 - December 2006
Webex Communcations July 2002 - December 2002
Oceanlake Inc. March 2001 - February 2002
Heritage Bank of Commerce March 2000 - March 2001
Skills
Proficient speaking..., Certified in Solution..., Selling to VITO, SaaS, WebEx, Solution Selling, Webinars, Selling, Cloud Computing, Strategy, Management, Enterprise Software, Leadership, Salesforce.com, CRM, New Business Development, Sales, Lead Generation, Business Development, Sales Enablement, Sales Operations, Sales Process, Cisco Technologies, Sales Management, Strategic Partnerships, Account Management, Direct Sales, Professional Services, Sales Presentations, Channel Partners, Cross-functional Team...
Education
San Jose State University 1996 — 1997
Master of Science (M.S.), Communication
Santa Clara University 1993 — 1995
Bachelor of Arts (B.A.), Communication
De Anza College 1991 — 1993
Associate of Arts (A.A.), General Studies
Monta Vista High School
Diploma
Zoom Video Communications August 2015 - Present
Replicon February 2015 - August 2015
Xactly Corporation April 2012 - February 2015
SuccessFactors August 2011 - March 2012
Cisco Systems August 2010 - August 2011
Webex Communications January 2007 - July 2010
Webex Communications January 2003 - December 2006
Webex Communcations July 2002 - December 2002
Oceanlake Inc. March 2001 - February 2002
Heritage Bank of Commerce March 2000 - March 2001
Skills
Proficient speaking..., Certified in Solution..., Selling to VITO, SaaS, WebEx, Solution Selling, Webinars, Selling, Cloud Computing, Strategy, Management, Enterprise Software, Leadership, Salesforce.com, CRM, New Business Development, Sales, Lead Generation, Business Development, Sales Enablement, Sales Operations, Sales Process, Cisco Technologies, Sales Management, Strategic Partnerships, Account Management, Direct Sales, Professional Services, Sales Presentations, Channel Partners, Cross-functional Team...
Education
San Jose State University 1996 — 1997
Master of Science (M.S.), Communication
Santa Clara University 1993 — 1995
Bachelor of Arts (B.A.), Communication
De Anza College 1991 — 1993
Associate of Arts (A.A.), General Studies
Monta Vista High School
Diploma
Pete Lopez Pete Lopez's Heritage Bank of Commerce Experience 2005 - 2011
Job Business Development Manager at TempCFO Solutions Inc.
Industry Financial Services
Experience
TempCFO Solutions Inc. 2011 - Present
Heritage Bank of Commerce 2005 - 2011
CBCC 2003 - 2005
TempCFO Solutions Inc. 2000 - 2003
Silicon Valley Bank 1993 - 2000
Skills
Commercial Banking, Venture Management, Start-up Ventures, Venture Debt, Business Strategy, Fundraising, Mergers, Tax, Venture Capital, Accounting, Commercial Lending, Mergers & Acquisitions
Education
Palma
San Jose State University
BS, Finance
TempCFO Solutions Inc. 2011 - Present
Heritage Bank of Commerce 2005 - 2011
CBCC 2003 - 2005
TempCFO Solutions Inc. 2000 - 2003
Silicon Valley Bank 1993 - 2000
Skills
Commercial Banking, Venture Management, Start-up Ventures, Venture Debt, Business Strategy, Fundraising, Mergers, Tax, Venture Capital, Accounting, Commercial Lending, Mergers & Acquisitions
Education
Palma
San Jose State University
BS, Finance
Andrew Oushalem's Heritage Bank of Commerce Experience November 2012 - February 2014
Job Relationship Manager at SmartBiz
Industry Financial Services
Experience
SmartBiz. May 2015 - Present
New Resource Bank March 2014 - May 2015
Heritage Bank of Commerce November 2012 - February 2014
Aviat Networks November 2010 - May 2011
RBC Wealth Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Kumon Math & Reading Center May 2007 - January 2009
Skills
Financial Analysis, Data Analysis, Commercial Banking, Cash Flow, Finance, Financial Modeling, PowerPoint, Financial Reporting, Accounting, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Banking
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma, General Studies
SmartBiz. May 2015 - Present
New Resource Bank March 2014 - May 2015
Heritage Bank of Commerce November 2012 - February 2014
Aviat Networks November 2010 - May 2011
RBC Wealth Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Kumon Math & Reading Center May 2007 - January 2009
Skills
Financial Analysis, Data Analysis, Commercial Banking, Cash Flow, Finance, Financial Modeling, PowerPoint, Financial Reporting, Accounting, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Banking
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Commerce; Finance
Bellarmine College Preparatory 2003 — 2007
High School Diploma, General Studies
Mara Bathiany Mara Bathiany's Heritage Bank of Commerce Experience 2005 - 2006
Job Experienced Bs.Dev/Mktg
Industry Banking
Experience
Airport Area Bs Assoc 2007 - 2011
Bank of Alameda June 2006 - April 2010
Heritage Bank of Commerce 2005 - 2006
Fremont Bank 2002 - 2005
Skills
Loans, Commercial Lending, Marketing, Business Development, Commercial Real Estate, Credit, Portfolio Management, Commercial Banking, Banking, Underwriting, Retail Banking, Risk Management, Fundraising, New Business Development, Credit Analysis, Customer Service, Finance, Loan Origination, Real Estate, Mortgage Lending, Relationship Management, Small Business, Strategic Planning, Small Business Lending
Education
Santa Clara University 1965 — 1969
Bachelor of Arts (B.A.), English Language and Literature/Letters
Airport Area Bs Assoc 2007 - 2011
Bank of Alameda June 2006 - April 2010
Heritage Bank of Commerce 2005 - 2006
Fremont Bank 2002 - 2005
Skills
Loans, Commercial Lending, Marketing, Business Development, Commercial Real Estate, Credit, Portfolio Management, Commercial Banking, Banking, Underwriting, Retail Banking, Risk Management, Fundraising, New Business Development, Credit Analysis, Customer Service, Finance, Loan Origination, Real Estate, Mortgage Lending, Relationship Management, Small Business, Strategic Planning, Small Business Lending
Education
Santa Clara University 1965 — 1969
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ali Torshizi Ali Torshizi's Heritage Bank of Commerce Experience September 2006 - June 2007
Job Loan Portfolio Officer
Industry Banking
Experience
Cambridge Savings Bank April 2012 - Present
Scott Valley Bank June 2009 - March 2012
County Bank (acquired by Westamerica Bank) November 2007 - June 2009
HERITAGE BANK OF COMMERCE September 2006 - June 2007
Comerica Bank March 2004 - September 2006
Skills
Mergers & Acquisitions, Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Customer Service, Portfolio Management, Analysis, Finance, Underwriting, Financial Services, Lines Of Credit, Banking, Credit Analysis
Education
San Jose State University
Bachelor of Science, Business Administration / Finance
Cambridge Savings Bank April 2012 - Present
Scott Valley Bank June 2009 - March 2012
County Bank (acquired by Westamerica Bank) November 2007 - June 2009
HERITAGE BANK OF COMMERCE September 2006 - June 2007
Comerica Bank March 2004 - September 2006
Skills
Mergers & Acquisitions, Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Customer Service, Portfolio Management, Analysis, Finance, Underwriting, Financial Services, Lines Of Credit, Banking, Credit Analysis
Education
San Jose State University
Bachelor of Science, Business Administration / Finance
Bethany Curiel Bethany Curiel's Heritage Bank of Commerce Experience August 2007 - July 2011
Job Sr. Treasury Management Sales Consultant
Industry Banking
Experience
Wells Fargo Bank August 2011 - Present
Heritage Bank of Commerce August 2007 - July 2011
Greater Bay Bank, N.A. 2002 - 2007
Skills
Commercial Banking, Cash Management, Treasury Management, Internet Banking, Commercial Lending, Credit Analysis, Relationship Management, Small Business Lending, Asset Based Lending, Banking, Loans, Credit, Treasury Services, Payments, Portfolio Management, Cross Selling, Consumer Lending, Lines Of Credit, Deposits, Risk Management, Loan Origination, Retail Banking
Education
San Jose State University
Leadership San Ramon
Wells Fargo Bank August 2011 - Present
Heritage Bank of Commerce August 2007 - July 2011
Greater Bay Bank, N.A. 2002 - 2007
Skills
Commercial Banking, Cash Management, Treasury Management, Internet Banking, Commercial Lending, Credit Analysis, Relationship Management, Small Business Lending, Asset Based Lending, Banking, Loans, Credit, Treasury Services, Payments, Portfolio Management, Cross Selling, Consumer Lending, Lines Of Credit, Deposits, Risk Management, Loan Origination, Retail Banking
Education
San Jose State University
Leadership San Ramon
Ramon Moradi Ramon Moradi's Heritage Bank of Commerce Experience May 2011 - March 2013
Job AVP at California Bank of Commerce
Industry Banking
Experience
California Bank of Commerce April 2015 - Present
BFI Business Finance May 2013 - April 2015
Heritage Bank of Commerce May 2011 - March 2013
Bridge Bank October 2010 - January 2011
Banking & Investment Association May 2010 - December 2010
NetApp June 2010 - August 2010
US Bank March 2004 - June 2010
Skills
Banking, Finance, Credit, Financial Reporting, Analysis, Loans, Auditing, Leadership, Data Analysis, Sarbanes-Oxley Act, Management, Accounts Payable, Project Management, Investments, Sales, Financial Analysis, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Microsoft Office, Microsoft Excel, 10 Key, PowerPoint, Team Leadership, Team Management, CRM Software, New Business Development, Risk Management, Time Management, Portfolio Management, Account Reconciliation, Accounting, Relationship Management, SharePoint, Retail Banking, Financial Statements, Salesforce.com, Lines Of Credit, Financial Modeling, CRM, Asset Based Lending, Corporate Finance, Small Business Lending, Cash Management
Education
San Jose State University 2008 — 2010
B.S., Finance Minor in Economics
De Anza College 2004 — 2007
Business with an Influence in CIS, Business
California Bank of Commerce April 2015 - Present
BFI Business Finance May 2013 - April 2015
Heritage Bank of Commerce May 2011 - March 2013
Bridge Bank October 2010 - January 2011
Banking & Investment Association May 2010 - December 2010
NetApp June 2010 - August 2010
US Bank March 2004 - June 2010
Skills
Banking, Finance, Credit, Financial Reporting, Analysis, Loans, Auditing, Leadership, Data Analysis, Sarbanes-Oxley Act, Management, Accounts Payable, Project Management, Investments, Sales, Financial Analysis, Commercial Lending, Commercial Banking, Credit Analysis, Consumer Lending, Microsoft Office, Microsoft Excel, 10 Key, PowerPoint, Team Leadership, Team Management, CRM Software, New Business Development, Risk Management, Time Management, Portfolio Management, Account Reconciliation, Accounting, Relationship Management, SharePoint, Retail Banking, Financial Statements, Salesforce.com, Lines Of Credit, Financial Modeling, CRM, Asset Based Lending, Corporate Finance, Small Business Lending, Cash Management
Education
San Jose State University 2008 — 2010
B.S., Finance Minor in Economics
De Anza College 2004 — 2007
Business with an Influence in CIS, Business
Jasmine Escobedo's Heritage Bank of Commerce Experience May 2008 - October 2014
Job FBB
Industry Banking
Experience
Focus Business Bank October 2014 - Present
Heritage Bank of Commerce May 2008 - October 2014
Working Partnership USA March 2010 - September 2011
Nordstrom December 2008 - August 2009
Neiman Marcus December 2006 - May 2008
Kelly Services May 2005 - May 2008
Macrovision November 2007 - February 2008
Silicon Valley Bank Financial Group October 2006 - October 2007
Metrotech Corporation March 2006 - September 2006
bebe stores April 2005 - May 2006
Skills
Data Entry, Sales, Customer Service, Account Reconciliation, Credit, Outlook, Telephone Skills, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Training, Customer Satisfaction, Recruiting, Event Planning, Administrative..., Leadership, Inventory Management, Retail, Human Resources, 10 Key, Team Building, Social Media, Teamwork, Hiring, Spreadsheets, Office Management, Social Networking, Office Administration, Cashiering, Interviews, Team Leadership, Public Speaking, Filing, Research, Selling, Payroll, Employee Relations, Employee Training, Call Centers, Process Scheduler, Marketing, Invoicing, Management, Accounts Payable, Accounts Receivable, File Management, Event Management, Administration
Education
Independence High School 2000 — 2003
Diploma, Child Development
San Jose City College
Master of Business Administration (MBA), Criminal Justice/Law Enforcement Administration
Focus Business Bank October 2014 - Present
Heritage Bank of Commerce May 2008 - October 2014
Working Partnership USA March 2010 - September 2011
Nordstrom December 2008 - August 2009
Neiman Marcus December 2006 - May 2008
Kelly Services May 2005 - May 2008
Macrovision November 2007 - February 2008
Silicon Valley Bank Financial Group October 2006 - October 2007
Metrotech Corporation March 2006 - September 2006
bebe stores April 2005 - May 2006
Skills
Data Entry, Sales, Customer Service, Account Reconciliation, Credit, Outlook, Telephone Skills, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Training, Customer Satisfaction, Recruiting, Event Planning, Administrative..., Leadership, Inventory Management, Retail, Human Resources, 10 Key, Team Building, Social Media, Teamwork, Hiring, Spreadsheets, Office Management, Social Networking, Office Administration, Cashiering, Interviews, Team Leadership, Public Speaking, Filing, Research, Selling, Payroll, Employee Relations, Employee Training, Call Centers, Process Scheduler, Marketing, Invoicing, Management, Accounts Payable, Accounts Receivable, File Management, Event Management, Administration
Education
Independence High School 2000 — 2003
Diploma, Child Development
San Jose City College
Master of Business Administration (MBA), Criminal Justice/Law Enforcement Administration
Elsvette Buenaventura Elsvette Buenaventura's Heritage Bank of Commerce Experience May 2007 - June 2013
Job Implementation/Cash Mgmt Professional & Student
Industry Computer Software
Experience
Bill.com September 2015 - Present
College June 2014 - Present
San Jose Downtown Residents Association January 2015 - June 2015
Focus Business Bank June 2013 - June 2014
Heritage Bank of Commerce May 2007 - June 2013
Heritage Bank of Commerce April 2006 - May 2007
Burberry November 2004 - February 2006
Wells Fargo August 2001 - November 2004
Skills
Banking, Customer Service, Microsoft Office, Retail Banking, Commercial Banking, Sales, Outlook, Microsoft Word, PowerPoint, Financial Analysis, Portfolio Management, Cash Management, Cross Selling, Relationship Management, Auditing, Internet Banking, Credit Analysis, Commercial Lending, Consumer Lending, Loans, Analysis, Private Banking, Product Management, Risk Management, Microsoft Excel, Financial Risk, Treasury Services, Finance, ACH, Bank Secrecy Act, OFAC, Treasury Management, Financial Services, Branch Banking, Training, Deposits, Remote Deposit Capture, Teller Operations, Payments, Financial Transactions, Operational Risk, Treasury, Teamwork, Branch Management, Lines Of Credit, Small Business Lending, Asset Based Lending, Management, Banking Relationships
Education
De Anza College 2014 — 2016
Associate’s Degree, Business Administration and Management, General
Bill.com September 2015 - Present
College June 2014 - Present
San Jose Downtown Residents Association January 2015 - June 2015
Focus Business Bank June 2013 - June 2014
Heritage Bank of Commerce May 2007 - June 2013
Heritage Bank of Commerce April 2006 - May 2007
Burberry November 2004 - February 2006
Wells Fargo August 2001 - November 2004
Skills
Banking, Customer Service, Microsoft Office, Retail Banking, Commercial Banking, Sales, Outlook, Microsoft Word, PowerPoint, Financial Analysis, Portfolio Management, Cash Management, Cross Selling, Relationship Management, Auditing, Internet Banking, Credit Analysis, Commercial Lending, Consumer Lending, Loans, Analysis, Private Banking, Product Management, Risk Management, Microsoft Excel, Financial Risk, Treasury Services, Finance, ACH, Bank Secrecy Act, OFAC, Treasury Management, Financial Services, Branch Banking, Training, Deposits, Remote Deposit Capture, Teller Operations, Payments, Financial Transactions, Operational Risk, Treasury, Teamwork, Branch Management, Lines Of Credit, Small Business Lending, Asset Based Lending, Management, Banking Relationships
Education
De Anza College 2014 — 2016
Associate’s Degree, Business Administration and Management, General
Patrick Larsen Patrick Larsen's Heritage Bank of Commerce Experience June 2009 - August 2009
Job Contract Attorney at Watson & Lanctot LLP
Industry Law Practice
Experience
Watson & Lanctot LLP September 2015 - Present
Girard Gibbs LLP May 2015 - July 2015
Boornazian, Jensen & Garthe February 2013 - April 2015
The Suntag Law Firm January 2012 - February 2013
Heritage Bank of Commerce June 2009 - August 2009
James G. Tunison Jr., Attorney at Law, P.C. October 2007 - February 2008
Visalia Rawhide May 2006 - September 2006
Stockton Ports May 2005 - July 2005
City of San Leandro June 2002 - August 2004
Education
University of San Francisco School of Law 2008 — 2011
Doctor of Law (JD)
University of Miami 2002 — 2006
Bachelor of Science, Broadcast Journalism, English
Watson & Lanctot LLP September 2015 - Present
Girard Gibbs LLP May 2015 - July 2015
Boornazian, Jensen & Garthe February 2013 - April 2015
The Suntag Law Firm January 2012 - February 2013
Heritage Bank of Commerce June 2009 - August 2009
James G. Tunison Jr., Attorney at Law, P.C. October 2007 - February 2008
Visalia Rawhide May 2006 - September 2006
Stockton Ports May 2005 - July 2005
City of San Leandro June 2002 - August 2004
Education
University of San Francisco School of Law 2008 — 2011
Doctor of Law (JD)
University of Miami 2002 — 2006
Bachelor of Science, Broadcast Journalism, English
Noe Munoz Noe Munoz's Heritage Bank of Commerce Experience 2003 - Present
Job Vice President / Real Estate Industries at Heritage Bank
Industry Banking
Experience
Heritage Bank of Commerce 2003 - Present
Skills
Commercial Lending, Financial Analysis, Portfolio Management, Credit Analysis, Banking, Loans, Commercial Banking, Relationship Management
Education
Golden Gate University 2007 — 2009
MBA, Finance
San Jose State University 2001 — 2002
B.S., Finance
Heritage Bank of Commerce 2003 - Present
Skills
Commercial Lending, Financial Analysis, Portfolio Management, Credit Analysis, Banking, Loans, Commercial Banking, Relationship Management
Education
Golden Gate University 2007 — 2009
MBA, Finance
San Jose State University 2001 — 2002
B.S., Finance
Bernadette Gilligan's Heritage Bank of Commerce Experience October 2014 - Present
Job
Industry Banking
Experience
Heritage Bank of Commerce October 2014 - Present
Skills
Management, Sales
Education
University of Alaska Anchorage 2010 — 2011
Human Services
Heritage Bank of Commerce October 2014 - Present
Skills
Management, Sales
Education
University of Alaska Anchorage 2010 — 2011
Human Services
Carlos M. Quintero Carlos M. Quintero's Heritage Bank of Commerce Experience 2000 - 2001
Job Vice President, Business Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2007 - Present
Bank of America January 2005 - December 2006
Union Bank 2001 - 2005
Heritage Bank of Commerce 2000 - 2001
City National Bank (Acquired Civic Bank of Commerce) 1998 - 2000
GE Capital (Acquired Heller Financial) 1996 - 1997
California Bank & Trust (formerly Sumitomo Bank of California) 1994 - 1996
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Financial Services, SBA, Relationship Management, Credit Risk, Portfolio Management, Loans, Finance, Cross Selling, Financial Risk, Cash Management, Deposits, Underwriting, New Business Development, OMEGA Credit Training, RMA Credit Training, Lines Of Credit, Leadership, Financial Analysis
Education
Pacific Coast Banking School, University of Washington 2009 — 2010
Graduate School, Banking
The Risk Management Association (RMA)
Commercial Credit & Risk Training
Omega Performance
Commercial Lending & Relationship Management
California State University-Hayward - School of Business and Economics 1991 — 1994
BS, Finance
JPMorgan Chase 2007 - Present
Bank of America January 2005 - December 2006
Union Bank 2001 - 2005
Heritage Bank of Commerce 2000 - 2001
City National Bank (Acquired Civic Bank of Commerce) 1998 - 2000
GE Capital (Acquired Heller Financial) 1996 - 1997
California Bank & Trust (formerly Sumitomo Bank of California) 1994 - 1996
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Financial Services, SBA, Relationship Management, Credit Risk, Portfolio Management, Loans, Finance, Cross Selling, Financial Risk, Cash Management, Deposits, Underwriting, New Business Development, OMEGA Credit Training, RMA Credit Training, Lines Of Credit, Leadership, Financial Analysis
Education
Pacific Coast Banking School, University of Washington 2009 — 2010
Graduate School, Banking
The Risk Management Association (RMA)
Commercial Credit & Risk Training
Omega Performance
Commercial Lending & Relationship Management
California State University-Hayward - School of Business and Economics 1991 — 1994
BS, Finance
Lori Balingcos's Heritage Bank of Commerce Experience August 2004 - June 2005
Job
Industry Internet
Experience
AOL November 2012 - Present
CBS Local Media CBS Radio May 2007 - November 2012
Entercom Corporation June 2005 - May 2007
Heritage Bank of Commerce August 2004 - June 2005
Wells Fargo Bank September 1998 - April 2004
Skills
Outlook, Excel, PowerPoint, Notary Republic, Illustrator, Photoshop, Adobe Acrobat, DFP DART, ANDO MEDIA, Mac OS X, Event Planning, Microsoft Word, Wordpress, Social Media, Online Advertising, Radio Broadcasting, Radio Promotions, Radio Advertising, Digital Marketing, Marketing, Marketo, Microsoft Excel, Digital Media, Advertising, Integrated Marketing, Customer Service, Event Management, Email Marketing, Online Marketing, B2B Marketing, Direct Marketing, Marketing Communications, Salesforce.com
Education
California State University-Hayward 1998 — 2002
Bachelor of Arts Degree, Mass Communication; Advertising and Broadcasting
James Logan
AOL November 2012 - Present
CBS Local Media CBS Radio May 2007 - November 2012
Entercom Corporation June 2005 - May 2007
Heritage Bank of Commerce August 2004 - June 2005
Wells Fargo Bank September 1998 - April 2004
Skills
Outlook, Excel, PowerPoint, Notary Republic, Illustrator, Photoshop, Adobe Acrobat, DFP DART, ANDO MEDIA, Mac OS X, Event Planning, Microsoft Word, Wordpress, Social Media, Online Advertising, Radio Broadcasting, Radio Promotions, Radio Advertising, Digital Marketing, Marketing, Marketo, Microsoft Excel, Digital Media, Advertising, Integrated Marketing, Customer Service, Event Management, Email Marketing, Online Marketing, B2B Marketing, Direct Marketing, Marketing Communications, Salesforce.com
Education
California State University-Hayward 1998 — 2002
Bachelor of Arts Degree, Mass Communication; Advertising and Broadcasting
James Logan
Adrian (Corky) Okray Adrian (Corky) Okray's Heritage Bank of Commerce Experience December 2006 - January 2008
Job Client Relationships
Industry Banking
Experience
Elks Lodge March 2013 - April 2014
D&J Partnership/Cross Petroleum 2008 - 2011
Heritage Bank of Commerce December 2006 - January 2008
Umpqua Bank April 2004 - August 2006
Premier West Bank February 2001 - June 2001
Bank of America January 1976 - September 2000
Skills
Loans, Business Development, Management,Sales,Communi..., Relationship Management, Building Relationships, Positive Team Player, honest, Motivated self-starter, self improvement over..., Management, Banking, Credit, Credit Analysis, Mortgage Lending, Small Business Lending, Commercial Banking, Customer Service, Commercial Lending, Financial Analysis, Underwriting, Loan Origination, Finance, Consumer Lending, Portfolio Management, Credit Risk, Risk Management
Education
Shasta College 1972 — 1976
N/A, Social Sciences/Business
Elks Lodge March 2013 - April 2014
D&J Partnership/Cross Petroleum 2008 - 2011
Heritage Bank of Commerce December 2006 - January 2008
Umpqua Bank April 2004 - August 2006
Premier West Bank February 2001 - June 2001
Bank of America January 1976 - September 2000
Skills
Loans, Business Development, Management,Sales,Communi..., Relationship Management, Building Relationships, Positive Team Player, honest, Motivated self-starter, self improvement over..., Management, Banking, Credit, Credit Analysis, Mortgage Lending, Small Business Lending, Commercial Banking, Customer Service, Commercial Lending, Financial Analysis, Underwriting, Loan Origination, Finance, Consumer Lending, Portfolio Management, Credit Risk, Risk Management
Education
Shasta College 1972 — 1976
N/A, Social Sciences/Business
Kelli Carter's Heritage Bank of Commerce Experience April 2012 - Present
Job Cash Management Product Specialist at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce April 2012 - Present
Heritage Bank of Commerce June 2008 - April 2012
Heritage Bank of Commerce May 2006 - June 2008
Skills
Banking, Customer Service, Relationship Management, Commercial Banking, Retail Banking
Education
Gavilan College 2004 — 2006
Gilroy High School 2001 — 2004
Diploma
Heritage Bank of Commerce April 2012 - Present
Heritage Bank of Commerce June 2008 - April 2012
Heritage Bank of Commerce May 2006 - June 2008
Skills
Banking, Customer Service, Relationship Management, Commercial Banking, Retail Banking
Education
Gavilan College 2004 — 2006
Gilroy High School 2001 — 2004
Diploma
Maggi Metheany Maggi Metheany's Heritage Bank of Commerce Experience August 2003 - April 2006
Job SVP/Lending Division at TIBThe Independent BankersBank
Industry Banking
Experience
TIB-The Independent BankersBank January 2007 - Present
Pinnacle Bank April 2006 - January 2007
Heritage Bank of Commerce August 2003 - April 2006
Greater Bank Bank December 2000 - August 2003
Imperial Bank December 1999 - December 2000
Bank of America August 1989 - December 1999
Wells Fargo June 1988 - August 1989
Barclays Bank of California June 1970 - June 1988
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Loans
Education
San Jose State University
TIB-The Independent BankersBank January 2007 - Present
Pinnacle Bank April 2006 - January 2007
Heritage Bank of Commerce August 2003 - April 2006
Greater Bank Bank December 2000 - August 2003
Imperial Bank December 1999 - December 2000
Bank of America August 1989 - December 1999
Wells Fargo June 1988 - August 1989
Barclays Bank of California June 1970 - June 1988
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Loans
Education
San Jose State University
Larry St. Regis's Heritage Bank of Commerce Experience March 2000 - Present
Job Sr. Vice President / Chief Technology Officer at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce March 2000 - Present
City of Sunnyvale January 1986 - March 2000
Skills
Strategic Leadership, Technical Leadership, Information Security..., Information Management, Business Continuity, Information Security, Risk Management, Operational Risk..., Management, Leadership, Customer Service, Program Management
Education
University of San Francisco
Bachelor of Science
Heritage Bank of Commerce March 2000 - Present
City of Sunnyvale January 1986 - March 2000
Skills
Strategic Leadership, Technical Leadership, Information Security..., Information Management, Business Continuity, Information Security, Risk Management, Operational Risk..., Management, Leadership, Customer Service, Program Management
Education
University of San Francisco
Bachelor of Science
Simer Bedi Simer Bedi's Heritage Bank of Commerce Experience August 2009 - December 2009
Job Accounts Manager at Halosys Technologies Inc
Industry Information Technology and Services
Experience
Halosys Technologies Inc August 2010 - Present
Adobe Systems January 2010 - May 2010
San Jose State University August 2008 - May 2010
Heritage Bank of Commerce August 2009 - December 2009
Walgreens June 2008 - August 2008
PricewaterhouseCoopers November 2007 - November 2007
Education
San Jose State University 2007 — 2010
B.S, Accounting and Finance
San Jose State University 2007 — 2010
Bachelors, Accounting and Finance
Halosys Technologies Inc August 2010 - Present
Adobe Systems January 2010 - May 2010
San Jose State University August 2008 - May 2010
Heritage Bank of Commerce August 2009 - December 2009
Walgreens June 2008 - August 2008
PricewaterhouseCoopers November 2007 - November 2007
Education
San Jose State University 2007 — 2010
B.S, Accounting and Finance
San Jose State University 2007 — 2010
Bachelors, Accounting and Finance
Emilio Gonzalez Emilio Gonzalez's Heritage Bank of Commerce Experience April 1997 - June 1998
Job Senior UX Designer at Boosted Boards
Industry Computer Software
Experience
TP-LINK Research America January 2015 - April 2015
SoundHound August 2007 - October 2014
fireFRAGrepeat 2010 - 2014
Fuzz Artists, Inc. 2007 - 2007
Slug Books April 2003 - March 2006
Sidestep, Inc. September 2000 - December 2000
Kensington Technology Group November 1999 - April 2000
Heritage Bank of Commerce April 1997 - June 1998
Silicon Graphics, Inc. June 1996 - August 1996
NASA Ames Research Center June 1995 - August 1995
Education
University of California, Santa Cruz 2003 — 2005
BA
TP-LINK Research America January 2015 - April 2015
SoundHound August 2007 - October 2014
fireFRAGrepeat 2010 - 2014
Fuzz Artists, Inc. 2007 - 2007
Slug Books April 2003 - March 2006
Sidestep, Inc. September 2000 - December 2000
Kensington Technology Group November 1999 - April 2000
Heritage Bank of Commerce April 1997 - June 1998
Silicon Graphics, Inc. June 1996 - August 1996
NASA Ames Research Center June 1995 - August 1995
Education
University of California, Santa Cruz 2003 — 2005
BA
Patrick Sippy Patrick Sippy's Heritage Bank of Commerce Experience December 2011 - Present
Job Senior Credit Analyst at Heritage Bank of Commerce
Industry Real Estate
Experience
Heritage Bank of Commerce December 2011 - Present
BNC National Bank July 2008 - November 2010
First American Bank March 2007 - June 2008
Capmark August 2005 - July 2006
AEGON January 2004 - August 2004
Skills
Loans, Risk, Underwriting, Financial Reporting, Real Estate, Credit, Banking, Commercial Lending, Credit Analysis, Documentation, Financial Analysis, Analysis, Valuation, Credit Risk, Excel, Cash Flow, Investments
Education
University of Iowa 2000 — 2004
B.B.A, Finance, Accounting, Economics, Entrepreneurship
Heritage Bank of Commerce December 2011 - Present
BNC National Bank July 2008 - November 2010
First American Bank March 2007 - June 2008
Capmark August 2005 - July 2006
AEGON January 2004 - August 2004
Skills
Loans, Risk, Underwriting, Financial Reporting, Real Estate, Credit, Banking, Commercial Lending, Credit Analysis, Documentation, Financial Analysis, Analysis, Valuation, Credit Risk, Excel, Cash Flow, Investments
Education
University of Iowa 2000 — 2004
B.B.A, Finance, Accounting, Economics, Entrepreneurship
Paul Barenfus Paul Barenfus's Heritage Bank of Commerce Experience November 2000 - January 2004
Job SVP/Commercial Banking Manager at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
JARED SILVERIA JARED SILVERIA's Heritage Bank of Commerce Experience January 2009 - January 2011
Job Business Advocate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Citi January 2011 - July 2014
Heritage Bank of Commerce January 2009 - January 2011
Skills
Financial Services, Finance, Accounts Payable, Credit, Auditing, Deposits, Customer Service, Banking, Loans, Small Business Lending, Retail Banking, Consumer Lending, Sales
Education
Patten University 2014 — 2016
Bachelor’s Degree, Business Administration and Management, General, 3.5
Wells Fargo July 2014 - Present
Citi January 2011 - July 2014
Heritage Bank of Commerce January 2009 - January 2011
Skills
Financial Services, Finance, Accounts Payable, Credit, Auditing, Deposits, Customer Service, Banking, Loans, Small Business Lending, Retail Banking, Consumer Lending, Sales
Education
Patten University 2014 — 2016
Bachelor’s Degree, Business Administration and Management, General, 3.5
Julie (Pearson) Machuca's Heritage Bank of Commerce Experience May 2000 - June 2001
Job
Industry Computer Hardware
Experience
TextLinkBrokers.com August 2010 - June 2011
TextLinkBrokers.com April 2010 - July 2010
OQO January 2007 - April 2009
FETtest, Inc. March 2002 - January 2007
Heritage Bank of Commerce May 2000 - June 2001
Coakley Heagerty August 1999 - April 2000
Skills
Customer Support, ERP, CRM, Inventory Control, Web Content Management, Product Management, SaaS, Enterprise Software, E-commerce, Sales Operations, Salesforce.com, SEO, Training, SEM, Management, Quality Assurance
Education
San Jose State University
BS
San Jose State University
BS
TextLinkBrokers.com August 2010 - June 2011
TextLinkBrokers.com April 2010 - July 2010
OQO January 2007 - April 2009
FETtest, Inc. March 2002 - January 2007
Heritage Bank of Commerce May 2000 - June 2001
Coakley Heagerty August 1999 - April 2000
Skills
Customer Support, ERP, CRM, Inventory Control, Web Content Management, Product Management, SaaS, Enterprise Software, E-commerce, Sales Operations, Salesforce.com, SEO, Training, SEM, Management, Quality Assurance
Education
San Jose State University
BS
San Jose State University
BS
Reisa Babic's Heritage Bank of Commerce Experience November 1999 - September 2001
Job Relationship Manager at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank August 2006 - Present
Comerica October 2001 - August 2006
Heritage Bank of Commerce November 1999 - September 2001
Wells Fargo 1990 - 1999
Skills
Asset Based Lending, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management, Capital Markets, Credit, Cash Management, Credit Risk, Banking, Relationship Management, Private Banking, Financial Analysis, Finance, Risk Management
Education
Sonoma State University 1989 — 1993
BA, Business Administration
Silicon Valley Bank August 2006 - Present
Comerica October 2001 - August 2006
Heritage Bank of Commerce November 1999 - September 2001
Wells Fargo 1990 - 1999
Skills
Asset Based Lending, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Portfolio Management, Capital Markets, Credit, Cash Management, Credit Risk, Banking, Relationship Management, Private Banking, Financial Analysis, Finance, Risk Management
Education
Sonoma State University 1989 — 1993
BA, Business Administration
Valerie Gordon's Heritage Bank of Commerce Experience December 2003 - Present
Job Senior Vice President/Branch Operations
Industry Banking
Experience
Heritage Bank of Commerce December 2003 - Present
Citibank September 2002 - November 2003
Skills
Team Building, Banking, Operations Management, Microsoft Excel, Event Planning, Risk Management, KYC, Branch Management, Customer Service, Commercial Banking, Leadership, Management
Education
San Jose State University
General/Journalism
Heritage Bank of Commerce December 2003 - Present
Citibank September 2002 - November 2003
Skills
Team Building, Banking, Operations Management, Microsoft Excel, Event Planning, Risk Management, KYC, Branch Management, Customer Service, Commercial Banking, Leadership, Management
Education
San Jose State University
General/Journalism
Dustin Warford's Heritage Bank of Commerce Experience July 2006 - Present
Job SVP/ManagerReal Estate Industries Division
Industry Banking
Experience
Heritage Bank of Commerce July 2006 - Present
Comerica Bank 2001 - 2006
Education
Santa Clara University 2003 — 2007
Master of Business Administration (MBA), Finance, General
Santa Clara University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Heritage Bank of Commerce July 2006 - Present
Comerica Bank 2001 - 2006
Education
Santa Clara University 2003 — 2007
Master of Business Administration (MBA), Finance, General
Santa Clara University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
John Mancino's Heritage Bank of Commerce Experience June 2005 - July 2006
Job Vice President at Focus Business Bank
Industry Financial Services
Experience
Focus Business Bank March 2012 - Present
Focus Business Bank January 2007 - March 2012
Heritage Bank of Commerce June 2005 - July 2006
Heritage Bank of Commerce May 2004 - June 2005
Patelco Credit Union June 2001 - May 2004
Skills
Credit, Banking, Loans, Portfolio Management, Analysis, Risk, Compliance, Financial Reporting, Investments, Policy, Underwriting, Asset, Real Estate, Cash Flow, Risk Management, Credit Analysis, Financial Analysis, Commercial Banking, Microsoft Office, Credit Risk, Research, Accounting, Customer Service, Small Business Lending, Financial Risk
Education
San Jose State University 2006 — 2009
BS & MBA, Finance, Business
Focus Business Bank March 2012 - Present
Focus Business Bank January 2007 - March 2012
Heritage Bank of Commerce June 2005 - July 2006
Heritage Bank of Commerce May 2004 - June 2005
Patelco Credit Union June 2001 - May 2004
Skills
Credit, Banking, Loans, Portfolio Management, Analysis, Risk, Compliance, Financial Reporting, Investments, Policy, Underwriting, Asset, Real Estate, Cash Flow, Risk Management, Credit Analysis, Financial Analysis, Commercial Banking, Microsoft Office, Credit Risk, Research, Accounting, Customer Service, Small Business Lending, Financial Risk
Education
San Jose State University 2006 — 2009
BS & MBA, Finance, Business
Gerriann Smith's Heritage Bank of Commerce Experience Senior Vice PresidentMt. Diablo National BankJune 2003 - May 2007
Job Senior Vice President at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce Senior Vice PresidentMt. Diablo National BankJune 2003 - May 2007
Westamerica Bank November 1996 - June 2003
Education
University of California, Berkeley 1970 — 1975
Heritage Bank of Commerce Senior Vice PresidentMt. Diablo National BankJune 2003 - May 2007
Westamerica Bank November 1996 - June 2003
Education
University of California, Berkeley 1970 — 1975
Keith Wilton's Heritage Bank of Commerce Experience February 2014 - Present
Job Executive Vice President and Chief Operating Officer at Heritage Bank of Commerce
Industry Financial Services
Experience
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
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
Andrew Yamada's Heritage Bank of Commerce Experience March 2010 - March 2012
Job Loan Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2012 - Present
Heritage Bank of Commerce March 2010 - March 2012
Heritage bank of Commerce May 2007 - March 2010
Education
San Jose State University 2001 — 2006
First Republic Bank April 2012 - Present
Heritage Bank of Commerce March 2010 - March 2012
Heritage bank of Commerce May 2007 - March 2010
Education
San Jose State University 2001 — 2006
Paul Edson's Heritage Bank of Commerce Experience February 2001 - Present
Job Senior Accounting Analyst at Heritage Bank of Commerce
Industry Accounting
Experience
Heritage Bank of Commerce February 2001 - Present
Heritage Commerce Corporation 2001 - February 2001
Stanford Hospital October 1999 - February 2001
Skills
fluent in Spanish, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Banking, Accounting, Credit Analysis, Cash Management, Credit, Financial Modeling, Analysis, Risk Management, Internal Controls, Business Planning, Internal Audit, Account Reconciliation, Process Improvement, Cash Flow, Auditing, Loans, Spanish
Education
Monterey Institute of International Studies 1998 — 1999
MS courses, Language Interpretation and Translation
California State University-Hayward - School of Business and Economics 1986 — 1990
Bachelor of Science (BS), Business Administration
Heritage Bank of Commerce February 2001 - Present
Heritage Commerce Corporation 2001 - February 2001
Stanford Hospital October 1999 - February 2001
Skills
fluent in Spanish, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Banking, Accounting, Credit Analysis, Cash Management, Credit, Financial Modeling, Analysis, Risk Management, Internal Controls, Business Planning, Internal Audit, Account Reconciliation, Process Improvement, Cash Flow, Auditing, Loans, Spanish
Education
Monterey Institute of International Studies 1998 — 1999
MS courses, Language Interpretation and Translation
California State University-Hayward - School of Business and Economics 1986 — 1990
Bachelor of Science (BS), Business Administration
Richard Conniff's Heritage Bank of Commerce Experience 2000 - 2005
Job CEO at Focus Business Bank
Industry Banking
Experience
Focus Business Bank January 2007 - Present
Heritage Bank of Commerce 2000 - 2005
Skills
Sales Management, Banking, Loans, Credit, Leadership, Fundraising, Analysis, Cash Management, Financial Analysis, Investments, Small Business Lending, Portfolio Management, Strategic Planning, Customer Service, Real Estate, Strategic Financial..., Relationship Management, Management Consulting, Risk Management, Finance, Business Planning, New Business Development, Mergers & Acquisitions, Team Leadership, Commercial Banking, Marketing Strategy, Management, Sales, Credit Analysis, Due Diligence, Commercial Lending, Financial Risk
Education
San Jose State University 1984 — 1987
MBA
California State University-Long Beach 1965 — 1969
BS, Accounting
Focus Business Bank January 2007 - Present
Heritage Bank of Commerce 2000 - 2005
Skills
Sales Management, Banking, Loans, Credit, Leadership, Fundraising, Analysis, Cash Management, Financial Analysis, Investments, Small Business Lending, Portfolio Management, Strategic Planning, Customer Service, Real Estate, Strategic Financial..., Relationship Management, Management Consulting, Risk Management, Finance, Business Planning, New Business Development, Mergers & Acquisitions, Team Leadership, Commercial Banking, Marketing Strategy, Management, Sales, Credit Analysis, Due Diligence, Commercial Lending, Financial Risk
Education
San Jose State University 1984 — 1987
MBA
California State University-Long Beach 1965 — 1969
BS, Accounting
Juliana Lam's Heritage Bank of Commerce Experience March 2008 - Present
Job •Collateral Control Specialist at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce March 2008 - Present
Greater Bay Bank May 2006 - March 2008
Education
Academy of Art University
Heritage Bank of Commerce March 2008 - Present
Greater Bay Bank May 2006 - March 2008
Education
Academy of Art University
Burdy Morales's Heritage Bank of Commerce Experience November 2006 - March 2014
Job Collateral Analyst
Industry Banking
Experience
Heritage Bank of Commerce November 2006 - March 2014
Atari August 2005 - March 2006
Google December 2004 - April 2005
Skills
Outlook, Excel, Word, PowerPoint, Quality Assurance, Mandarin, Taiwanese, Teaching, Attention To Detail, Able To Multi-task, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Banking, Credit, Photoshop, Financial Analysis, Finance, Commercial Lending, Commercial Banking, Credit Analysis, Financial Modeling, Small Business Lending, Loans, Risk Management, Data Analysis, Time Management, Leadership
Education
University of California, Davis 1999 — 2003
BA, Communications, Chinese, Film
Northgate High School 1995 — 1999
Heritage Bank of Commerce November 2006 - March 2014
Atari August 2005 - March 2006
Google December 2004 - April 2005
Skills
Outlook, Excel, Word, PowerPoint, Quality Assurance, Mandarin, Taiwanese, Teaching, Attention To Detail, Able To Multi-task, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Banking, Credit, Photoshop, Financial Analysis, Finance, Commercial Lending, Commercial Banking, Credit Analysis, Financial Modeling, Small Business Lending, Loans, Risk Management, Data Analysis, Time Management, Leadership
Education
University of California, Davis 1999 — 2003
BA, Communications, Chinese, Film
Northgate High School 1995 — 1999
Ariel Phan's Heritage Bank of Commerce Experience April 2007 - March 2008
Job Consumer Services Professional
Industry Consumer Services
Experience
Heritage Bank of Commerce April 2007 - March 2008
Wells Fargo Bank March 2006 - March 2007
Law Offices of John E. Skeath April 2001 - March 2006
Education
San Jose State University 2002 — 2006
BA, Psychology
Heritage Bank of Commerce April 2007 - March 2008
Wells Fargo Bank March 2006 - March 2007
Law Offices of John E. Skeath April 2001 - March 2006
Education
San Jose State University 2002 — 2006
BA, Psychology
Angelo DeBernardo's Heritage Bank of Commerce Experience January 1997 - February 2004
Job Chief Lending Officer at Santa Cruz County Bank
Industry Banking
Experience
Santa Cruz County Bank February 2004 - Present
Santa Cruz County Bank February 2004 - Present
Heritage Bank of Commerce January 1997 - February 2004
Skills
Accounting, Middle Market, Loans, Competitive Analysis, Commercial Lending, Payments, Commercial Banking, Small Business Lending, Contract Negotiation, Finance, Credit, Banking, Investments, Treasury Management, Retail Banking, Risk Management, Underwriting, Credit Analysis, Portfolio Management, Asset Based Lending, Commercial Real Estate, Consumer Lending, Mergers & Acquisitions, Strategic Financial..., Credit Risk, Business Development, Financial Modeling, Commercial Mortgages, Lines Of Credit, Financial Analysis, Loan Origination, Small Business, Cash Management, Cash Flow Lending, SBA, Mortgage Banking, Real Estate, Mortgage Lending
Education
San Jose State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting
PCBS - University of Washington 2001 — 2004
Graduate School of Banking, Banking, Corporate, Finance, and Securities Law
Cabrillo College 1992 — 1994
Associate of Arts (A.A.), Construction Management and Energy Technology
Santa Cruz County Bank February 2004 - Present
Santa Cruz County Bank February 2004 - Present
Heritage Bank of Commerce January 1997 - February 2004
Skills
Accounting, Middle Market, Loans, Competitive Analysis, Commercial Lending, Payments, Commercial Banking, Small Business Lending, Contract Negotiation, Finance, Credit, Banking, Investments, Treasury Management, Retail Banking, Risk Management, Underwriting, Credit Analysis, Portfolio Management, Asset Based Lending, Commercial Real Estate, Consumer Lending, Mergers & Acquisitions, Strategic Financial..., Credit Risk, Business Development, Financial Modeling, Commercial Mortgages, Lines Of Credit, Financial Analysis, Loan Origination, Small Business, Cash Management, Cash Flow Lending, SBA, Mortgage Banking, Real Estate, Mortgage Lending
Education
San Jose State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting
PCBS - University of Washington 2001 — 2004
Graduate School of Banking, Banking, Corporate, Finance, and Securities Law
Cabrillo College 1992 — 1994
Associate of Arts (A.A.), Construction Management and Energy Technology
Rich Hildebrand's Heritage Bank of Commerce Experience December 2009 - January 2013
Job Vice PresidentCommercial Relationship Manager at New Resource Bank
Industry Banking
Experience
New Resource Bank May 2015 - Present
Summit Bank October 2013 - May 2015
Tri-Valley Bank January 2013 - June 2013
Heritage Bank of Commerce December 2009 - January 2013
Wells Fargo Bank June 2008 - December 2009
Indymac Bank 2004 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Construction Loans, Loan Origination
Education
University of California, Berkeley
New Resource Bank May 2015 - Present
Summit Bank October 2013 - May 2015
Tri-Valley Bank January 2013 - June 2013
Heritage Bank of Commerce December 2009 - January 2013
Wells Fargo Bank June 2008 - December 2009
Indymac Bank 2004 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Construction Loans, Loan Origination
Education
University of California, Berkeley
Robert Magana's Heritage Bank of Commerce Experience
Job Vice President/Commercial Loan Officer at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Underwriting, Lines Of Credit, Commercial Mortgages
Education
San Jose State University
BS, Business Finance
Heritage Bank of Commerce
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Underwriting, Lines Of Credit, Commercial Mortgages
Education
San Jose State University
BS, Business Finance
Isaiah Matsumura's Heritage Bank of Commerce Experience August 2007 - February 2009
Job Associate Global Corporate Investment Banking at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch April 2014 - Present
Argent Energy Trust November 2012 - April 2014
QED Energy Training, LLC June 2012 - November 2012
Vizms June 2009 - December 2010
Heritage Bank of Commerce August 2007 - February 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, SAP, Cash Flow, Cost Accounting, Financial Reporting, Finance, Loans, General Ledger, Budgets, Banking, Variance Analysis, Forecasting, Business Strategy, Accounting, Credit, Strategic Planning, Financial Risk, Access, PowerPoint, Process Improvement, Analysis, Oil & Gas Industry, Account Reconciliation, Energy, Microsoft Excel, Data Analysis
Education
University of Houston-Victoria 2011 — 2012
MBA, Finance and Entrepreneurship, 3.94
San Jose State University 2005 — 2007
BS in Business Administration, Finance
Pittsburg High School
Bank of America Merrill Lynch April 2014 - Present
Argent Energy Trust November 2012 - April 2014
QED Energy Training, LLC June 2012 - November 2012
Vizms June 2009 - December 2010
Heritage Bank of Commerce August 2007 - February 2009
Skills
Financial Modeling, Financial Analysis, Business Analysis, SAP, Cash Flow, Cost Accounting, Financial Reporting, Finance, Loans, General Ledger, Budgets, Banking, Variance Analysis, Forecasting, Business Strategy, Accounting, Credit, Strategic Planning, Financial Risk, Access, PowerPoint, Process Improvement, Analysis, Oil & Gas Industry, Account Reconciliation, Energy, Microsoft Excel, Data Analysis
Education
University of Houston-Victoria 2011 — 2012
MBA, Finance and Entrepreneurship, 3.94
San Jose State University 2005 — 2007
BS in Business Administration, Finance
Pittsburg High School
Brian Kehoe's Heritage Bank of Commerce Experience 1997 - 2004
Job Senior Vice President at Heritage Bank of Commerce
Industry Banking
Experience
Tri-Valley Bank May 2005 - November 2013
Heritage Bank of Commerce 1997 - 2004
Plaza Bank, U. S. Bank 1988 - 1997
Skills
Commercial Lending, Credit, Commercial Banking, Loans, New Business Development, Asset Based Lending, Portfolio Management
Education
San Jose State University 1980 — 1993
Bachelors, Business Admin/Finance/Economics
Cal Poly San Luis Obispo
Tri-Valley Bank May 2005 - November 2013
Heritage Bank of Commerce 1997 - 2004
Plaza Bank, U. S. Bank 1988 - 1997
Skills
Commercial Lending, Credit, Commercial Banking, Loans, New Business Development, Asset Based Lending, Portfolio Management
Education
San Jose State University 1980 — 1993
Bachelors, Business Admin/Finance/Economics
Cal Poly San Luis Obispo
Megan Barba's Heritage Bank of Commerce Experience August 2005 - November 2007
Job Contract Analyst at Spansion
Industry Semiconductors
Experience
Spansion November 2007 - Present
Heritage Bank of Commerce August 2005 - November 2007
Technology Credit Union 2002 - 2005
Education
Evergreen Valley College
Business Management
Spansion November 2007 - Present
Heritage Bank of Commerce August 2005 - November 2007
Technology Credit Union 2002 - 2005
Education
Evergreen Valley College
Business Management
Gerriann Smith's Heritage Bank of Commerce Experience Senior Vice PresidentMt. Diablo National BankJune 2003 - June 2007
Job Senior Vice President at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce Senior Vice PresidentMt. Diablo National BankJune 2003 - June 2007
Education
University of California, Berkeley 1970 — 1975
A.B., Economics/Social Welfare
Heritage Bank of Commerce Senior Vice PresidentMt. Diablo National BankJune 2003 - June 2007
Education
University of California, Berkeley 1970 — 1975
A.B., Economics/Social Welfare
Kristina Soto's Heritage Bank of Commerce Experience April 2013 - July 2014
Job Asset Based Lending
Industry Banking
Experience
California Bank of Commerce July 2014 - Present
Heritage Bank of Commerce April 2013 - July 2014
Heritage Bank of Commerce December 2009 - March 2013
County Bank February 2006 - November 2009
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Branch Banking, Cross Selling, Core Banking
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
California Bank of Commerce July 2014 - Present
Heritage Bank of Commerce April 2013 - July 2014
Heritage Bank of Commerce December 2009 - March 2013
County Bank February 2006 - November 2009
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Branch Banking, Cross Selling, Core Banking
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Susan Siauw's Heritage Bank of Commerce Experience May 2013 - Present
Job Vice President/Senior Analyst at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce May 2013 - Present
Valley Community Bank June 2001 - May 2013
Skills
Commercial Banking, Loans, Credit, Banking, Credit Risk, Portfolio Management, Consumer Lending, Commercial Mortgages, Underwriting, Financial Analysis, Lines Of Credit, Asset Based Lending
Education
Pacific Coast Banking School, Seattle, Washington 2006 — 2008
Banking
Northeastern University 1980 — 1984
Bachelor of Science in Business Administration, Finance & Management
Heritage Bank of Commerce May 2013 - Present
Valley Community Bank June 2001 - May 2013
Skills
Commercial Banking, Loans, Credit, Banking, Credit Risk, Portfolio Management, Consumer Lending, Commercial Mortgages, Underwriting, Financial Analysis, Lines Of Credit, Asset Based Lending
Education
Pacific Coast Banking School, Seattle, Washington 2006 — 2008
Banking
Northeastern University 1980 — 1984
Bachelor of Science in Business Administration, Finance & Management
Danielle Nichols's Heritage Bank of Commerce Experience May 2012 - June 2014
Job Launch Manager at LotLinx, Inc.
Industry Internet
Experience
LotLinx June 2014 - September 2014
Heritage Bank of Commerce May 2012 - June 2014
Meriwest Credit Union March 2010 - March 2012
Pacific National Bank October 2007 - March 2010
University of California Davis September 2006 - September 2007
Skills
Public Speaking, Community Outreach, Credit, Consumer Lending, Loans, Banking, Retail Banking, Customer Service, Risk Management, Microsoft Excel, Employee Training, Sales, Finance, Management, Leadership, Commercial Banking, Training, Microsoft Office, New Business Development
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Statistics; Music minor
Los Medanos College
Associates of Sciences, Mathematics; Business Accounting
LotLinx June 2014 - September 2014
Heritage Bank of Commerce May 2012 - June 2014
Meriwest Credit Union March 2010 - March 2012
Pacific National Bank October 2007 - March 2010
University of California Davis September 2006 - September 2007
Skills
Public Speaking, Community Outreach, Credit, Consumer Lending, Loans, Banking, Retail Banking, Customer Service, Risk Management, Microsoft Excel, Employee Training, Sales, Finance, Management, Leadership, Commercial Banking, Training, Microsoft Office, New Business Development
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Statistics; Music minor
Los Medanos College
Associates of Sciences, Mathematics; Business Accounting
Annie Kaye's Heritage Bank of Commerce Experience January 2006 - April 2010
Job Asst. Vice President / SBA Loan Processing Manager at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce January 2006 - April 2010
Mission Community Bank October 2004 - January 2006
SESLOC Federal Credit Union August 2001 - October 2004
Skills
Banking, Private Banking, Credit Analysis, Credit, Commercial Lending, Construction Loans, Financial Analysis, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts
Heritage Bank of Commerce January 2006 - April 2010
Mission Community Bank October 2004 - January 2006
SESLOC Federal Credit Union August 2001 - October 2004
Skills
Banking, Private Banking, Credit Analysis, Credit, Commercial Lending, Construction Loans, Financial Analysis, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts
Kris Chandrasekar's Heritage Bank of Commerce Experience April 1999 - Present
Job VicePresident at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce April 1999 - Present
Sumitomo Bank of California July 1997 - March 1999
The Associates (then a division of Ford Motors) June 1995 - June 1997
Tracy Federal Bank March 1989 - June 1995
Mercury Savings July 1985 - February 1989
Community Research Group January 1980 - December 1984
Skills
Financial Analysis,...
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
MBA, International Business
California State University-Fullerton 1978 — 1978
B.A., Business Administration/Marketing
Heritage Bank of Commerce April 1999 - Present
Sumitomo Bank of California July 1997 - March 1999
The Associates (then a division of Ford Motors) June 1995 - June 1997
Tracy Federal Bank March 1989 - June 1995
Mercury Savings July 1985 - February 1989
Community Research Group January 1980 - December 1984
Skills
Financial Analysis,...
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
MBA, International Business
California State University-Fullerton 1978 — 1978
B.A., Business Administration/Marketing
Bob Gionfriddo's Heritage Bank of Commerce Experience August 2015 - Present
Job Newly appointed Executive Vice President, Director of Business Development
Industry Banking
Experience
Heritage Bank of Commerce August 2015 - Present
Heritage Bank of Commerce August 2015 - Present
Focus Business Bank March 2013 - Present
Community Bank of the Bay December 2009 - April 2013
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Strategic Planning, Credit Analysis, Risk Management, Small Business Lending, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Real Estate, Financial Reporting, Business Strategy, Business Development, Finance, Commercial Mortgages, Asset Based Lending, Underwriting, Treasury Management, Cash Management, Lines Of Credit, SBA, Financial Services, Financial Structuring, Relationship Management, Executive Management, Cash Flow, New Business Development, Real Estate Financing, Construction Loans, Banking Relationships, Credit Risk, Financial Risk
Education
Loyola University of Chicago, Rome Italy 1966 — 1967
Junior Year Abroad, Good Times
Fairfield University
Bachelor of Arts (B.A.), Finance, General
Loyola University of Chicago, Rome Italy
Heritage Bank of Commerce August 2015 - Present
Heritage Bank of Commerce August 2015 - Present
Focus Business Bank March 2013 - Present
Community Bank of the Bay December 2009 - April 2013
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Strategic Planning, Credit Analysis, Risk Management, Small Business Lending, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Real Estate, Financial Reporting, Business Strategy, Business Development, Finance, Commercial Mortgages, Asset Based Lending, Underwriting, Treasury Management, Cash Management, Lines Of Credit, SBA, Financial Services, Financial Structuring, Relationship Management, Executive Management, Cash Flow, New Business Development, Real Estate Financing, Construction Loans, Banking Relationships, Credit Risk, Financial Risk
Education
Loyola University of Chicago, Rome Italy 1966 — 1967
Junior Year Abroad, Good Times
Fairfield University
Bachelor of Arts (B.A.), Finance, General
Loyola University of Chicago, Rome Italy
Dan Northway's Heritage Bank of Commerce Experience 1995 - 1998
Job Chief Financial Officer at Scott Valley Bank
Industry Banking
Experience
Scott Valley Bank October 2001 - Present
Federal Reserve Bank of San Francisco 1999 - October 2001
Heritage Bank of Commerce 1995 - 1998
Education
Stanford University 1978 — 1984
BS, Industrial Engineering
Scott Valley Bank October 2001 - Present
Federal Reserve Bank of San Francisco 1999 - October 2001
Heritage Bank of Commerce 1995 - 1998
Education
Stanford University 1978 — 1984
BS, Industrial Engineering
Ligia Coffing's Heritage Bank of Commerce Experience August 2013 - Present
Job AVP/Operations
Industry Banking
Experience
Heritage bank of Commerce August 2013 - Present
Education
University of San Francisco
Heritage bank of Commerce August 2013 - Present
Education
University of San Francisco
Mindy (Hsiu-Wen) Huang's Heritage Bank of Commerce Experience June 2001 - November 2005
Job Credit Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2009 - Present
Pacific National Bank (now part of U.S. Bank) November 2005 - October 2009
Heritage Bank of Commerce June 2001 - November 2005
CREDIT LYONNAIS Bank, Taipei, Taiwan February 1998 - July 2000
Banque Nationale De Paris, Taipei, Taiwan February 1996 - January 1998
Ernst &Young CPA, Kaohsiung branch, Taiwan July 1991 - July 1994
Education
University of Wisconsin-Madison - School of Business 1994 — 1995
Master of Science, Banking, Investment and Finance
National Chengchi University 1986 — 1990
Bachelor of Art, Accounting
U.S. Bank November 2009 - Present
Pacific National Bank (now part of U.S. Bank) November 2005 - October 2009
Heritage Bank of Commerce June 2001 - November 2005
CREDIT LYONNAIS Bank, Taipei, Taiwan February 1998 - July 2000
Banque Nationale De Paris, Taipei, Taiwan February 1996 - January 1998
Ernst &Young CPA, Kaohsiung branch, Taiwan July 1991 - July 1994
Education
University of Wisconsin-Madison - School of Business 1994 — 1995
Master of Science, Banking, Investment and Finance
National Chengchi University 1986 — 1990
Bachelor of Art, Accounting
Roxanne Vane's Heritage Bank of Commerce Experience July 2005 - Present
Job Senior Vice President/Regional Manager at Heritage Bank of Commerce
Industry Banking
Experience
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
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
mike egbujor's Heritage Bank of Commerce Experience January 2005 - Present
Job SVP/Audit at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce January 2005 - Present
California Department of Financial Institutions April 1991 - December 1999
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Private Banking, Finance, Financial Modeling, Deposits, Budgets, Business Strategy, Leadership, Treasury Management, Strategic Planning
Education
Texas Southern University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Texas Southern University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Heritage Bank of Commerce January 2005 - Present
California Department of Financial Institutions April 1991 - December 1999
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Private Banking, Finance, Financial Modeling, Deposits, Budgets, Business Strategy, Leadership, Treasury Management, Strategic Planning
Education
Texas Southern University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Texas Southern University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Roxanne Frach's Heritage Bank of Commerce Experience August 2011 - Present
Job Merchant Card Services / Cash Management Manager
Industry Banking
Experience
Heritage Bank of Commerce August 2011 - Present
Fremont Bank 2004 - 2011
Vital Merchant Services 2003 - 2004
Western States Bankcard Association 1998 - 2001
Peoples National Bank 1995 - 1998
City Commerce Bank 1985 - 1994
Education
Diablo Valley College 2007 — 2014
General Studies
Heritage Bank of Commerce August 2011 - Present
Fremont Bank 2004 - 2011
Vital Merchant Services 2003 - 2004
Western States Bankcard Association 1998 - 2001
Peoples National Bank 1995 - 1998
City Commerce Bank 1985 - 1994
Education
Diablo Valley College 2007 — 2014
General Studies
Steven Glaski's Heritage Bank of Commerce Experience 2006 - 2010
Job AVP Business Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2010 - Present
Heritage Bank of Commerce 2006 - 2010
Wells Fargo 2003 - 2006
Wells Fargo February 2005 - October 2005
Wells Fargo March 2004 - February 2005
Nordstrom March 2003 - March 2004
American Packaging October 2002 - March 2003
Education
University of California, Santa Cruz 2000 — 2002
Bachelor of Arts (BA), Business Management and Economics
San Diego State University-California State University 1998 — 1999
Management Information Systems, General
Wells Fargo Bank June 2010 - Present
Heritage Bank of Commerce 2006 - 2010
Wells Fargo 2003 - 2006
Wells Fargo February 2005 - October 2005
Wells Fargo March 2004 - February 2005
Nordstrom March 2003 - March 2004
American Packaging October 2002 - March 2003
Education
University of California, Santa Cruz 2000 — 2002
Bachelor of Arts (BA), Business Management and Economics
San Diego State University-California State University 1998 — 1999
Management Information Systems, General
Sergio Nilson's Heritage Bank of Commerce Experience January 2008 - October 2009
Job Electrician at Cupertino Electric, Inc.
Industry Construction
Experience
Cupertino Electric, Inc. December 2012 - Present
Rosendin Electric August 2011 - March 2013
Heritage Bank of Commerce January 2008 - October 2009
Education
San Jose State University
Bachelor of Science, Finance
Cupertino Electric, Inc. December 2012 - Present
Rosendin Electric August 2011 - March 2013
Heritage Bank of Commerce January 2008 - October 2009
Education
San Jose State University
Bachelor of Science, Finance
Sati Kanwar's Heritage Bank of Commerce Experience 2000 - 2007
Job Senior Vice PresidentSBA Lending
Industry Banking
Experience
Santa Cruz County Bank Senior Vice President-SBA LendingValley Community BankApril 2007 - August 2012
Heritage Bank of Commerce 2000 - 2007
Coast Commercial Bank January 1990 - 2000
Skills
Banking, Loans, Small Business Lending, Credit Analysis, Commercial Mortgages, SBA, Commercial Banking, Commercial Lending, Consumer Lending, Underwriting, Credit, Loan Origination, Mortgage Lending, Finance
Education
Golden Gate University
MBA, Finance
Santa Cruz County Bank Senior Vice President-SBA LendingValley Community BankApril 2007 - August 2012
Heritage Bank of Commerce 2000 - 2007
Coast Commercial Bank January 1990 - 2000
Skills
Banking, Loans, Small Business Lending, Credit Analysis, Commercial Mortgages, SBA, Commercial Banking, Commercial Lending, Consumer Lending, Underwriting, Credit, Loan Origination, Mortgage Lending, Finance
Education
Golden Gate University
MBA, Finance
Bruce Lawrie's Heritage Bank of Commerce Experience May 2006 - March 2012
Job SVP/Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank March 2012 - Present
Heritage Bank of Commerce May 2006 - March 2012
Comerica Bank March 1992 - March 2005
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Loans, Banking, Credit, Credit Risk
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor's, English
Umpqua Bank March 2012 - Present
Heritage Bank of Commerce May 2006 - March 2012
Comerica Bank March 1992 - March 2005
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Loans, Banking, Credit, Credit Risk
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor's, English
Tracie Wallace's Heritage Bank of Commerce Experience April 2013 - Present
Job Commercial Loan Officer
Industry Banking
Experience
Heritage Bank of Commerce April 2013 - Present
Girl Scouts of Northern California 2005 - Present
Santa Barbara Bank and Trust April 2011 - April 2013
Texas independent bankers bank June 2008 - December 2009
Bank of america July 1993 - December 2004
Skills
Commercial Banking, Underwriting, Portfolio Management, Lines Of Credit, Commercial Lending, Commercial Credit, Commercial Mortgages, Loans, Asset Based Lending, Consumer Lending, Credit, Commercial Real Estate, Credit Analysis, Loan Origination, Deposits, Small Business Lending, Credit Risk
Education
San Jose State University 1989 — 1994
Bs, Finance
Heritage Bank of Commerce April 2013 - Present
Girl Scouts of Northern California 2005 - Present
Santa Barbara Bank and Trust April 2011 - April 2013
Texas independent bankers bank June 2008 - December 2009
Bank of america July 1993 - December 2004
Skills
Commercial Banking, Underwriting, Portfolio Management, Lines Of Credit, Commercial Lending, Commercial Credit, Commercial Mortgages, Loans, Asset Based Lending, Consumer Lending, Credit, Commercial Real Estate, Credit Analysis, Loan Origination, Deposits, Small Business Lending, Credit Risk
Education
San Jose State University 1989 — 1994
Bs, Finance
John Rosendahl's Heritage Bank of Commerce Experience May 2013 - Present
Job Vice President @ Heritage Bank
Industry Banking
Experience
Heritage Bank of Commerce May 2013 - Present
Education
CSU Sacramento 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Heritage Bank of Commerce May 2013 - Present
Education
CSU Sacramento 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Hannah Comiskey's Heritage Bank of Commerce Experience 2006 - 2010
Job
Industry Banking
Experience
Heritage Bank of Commerce 2006 - 2010
Comerica Bank 1985 - 2008
Skills
Commercial Banking, Commercial Lending, Strategic Planning, Portfolio Management, Small Business Lending, Investments, Loans, Financial Analysis, Banking
Education
San Jose State University
Master of Business Administration (M.B.A.), Finance and Human Resources
Heritage Bank of Commerce 2006 - 2010
Comerica Bank 1985 - 2008
Skills
Commercial Banking, Commercial Lending, Strategic Planning, Portfolio Management, Small Business Lending, Investments, Loans, Financial Analysis, Banking
Education
San Jose State University
Master of Business Administration (M.B.A.), Finance and Human Resources
Vivian Cusi's Heritage Bank of Commerce Experience 2005 - 2010
Job Fremont Branch Manager at Defense Contract Audit Agency
Industry Education Management
Experience
Defense Contract Audit Agency October 2012 - Present
Palo Alto University June 2012 - October 2012
Progress Financial March 2010 - April 2012
Heritage Bank of Commerce 2005 - 2010
Greater Bay Bancorp July 2002 - June 2005
Hellman & Friedman January 2002 - July 2002
PwC 1999 - 2001
Deloitte & Touche 1996 - 1999
Skills
MBA and CPA -..., US GAAP, SOX Compliancy, Technical Accounting..., Internal and Subsidiary..., SEC Financial Reporting, Internal Controls, Experience Overseeing..., Stock Option Accounting, Former Big 4 Audit..., CPA, Big 4, Financial Reporting
Education
USC 1994 — 1996
Master of Business Administration (MBA)
UCLA 1986 — 1990
Bachelor of Arts (BA)
College Park High School
High School Degree
Defense Contract Audit Agency October 2012 - Present
Palo Alto University June 2012 - October 2012
Progress Financial March 2010 - April 2012
Heritage Bank of Commerce 2005 - 2010
Greater Bay Bancorp July 2002 - June 2005
Hellman & Friedman January 2002 - July 2002
PwC 1999 - 2001
Deloitte & Touche 1996 - 1999
Skills
MBA and CPA -..., US GAAP, SOX Compliancy, Technical Accounting..., Internal and Subsidiary..., SEC Financial Reporting, Internal Controls, Experience Overseeing..., Stock Option Accounting, Former Big 4 Audit..., CPA, Big 4, Financial Reporting
Education
USC 1994 — 1996
Master of Business Administration (MBA)
UCLA 1986 — 1990
Bachelor of Arts (BA)
College Park High School
High School Degree
Michele Ibarrola's Heritage Bank of Commerce Experience June 2011 - April 2012
Job Client Service Representative
Industry Banking
Experience
Heritage Bank of Commerce June 2011 - April 2012
Specialty's Cafe & Bakery February 2009 - June 2011
Corwood Laboratory October 2007 - September 2008
Education
University of Santo Tomas 1992 — 1998
Bachelor of Arts (B.A.), Behavioral Sciences
Heritage Bank of Commerce June 2011 - April 2012
Specialty's Cafe & Bakery February 2009 - June 2011
Corwood Laboratory October 2007 - September 2008
Education
University of Santo Tomas 1992 — 1998
Bachelor of Arts (B.A.), Behavioral Sciences
Robert Bustos's Heritage Bank of Commerce Experience January 2013 - Present
Job Vice President at Heritage Bank of Commerce
Industry Financial Services
Experience
Heritage Bank of Commerce January 2013 - Present
TMC Financing July 2011 - December 2012
First Republic Bank October 2005 - March 2011
Borel Private Bank & Trust Company May 1994 - August 2005
Skills
Mortgage Lending, Small Business Lending, Loans, Commercial Lending, Credit Analysis, Commercial Mortgages, Credit, Commercial Banking, Underwriting, Banking, Construction Loans, Credit Risk, Financial Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Finance, Mortgage Banking, Consumer Lending, Real Estate, Real Estate Financing, Loan Servicing
Education
SFSU 1989 — 1991
Bachelor of Science (B.S.), Business Administration / Accounting
Skyline College 1986 — 1988
General Studies
Heritage Bank of Commerce January 2013 - Present
TMC Financing July 2011 - December 2012
First Republic Bank October 2005 - March 2011
Borel Private Bank & Trust Company May 1994 - August 2005
Skills
Mortgage Lending, Small Business Lending, Loans, Commercial Lending, Credit Analysis, Commercial Mortgages, Credit, Commercial Banking, Underwriting, Banking, Construction Loans, Credit Risk, Financial Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Finance, Mortgage Banking, Consumer Lending, Real Estate, Real Estate Financing, Loan Servicing
Education
SFSU 1989 — 1991
Bachelor of Science (B.S.), Business Administration / Accounting
Skyline College 1986 — 1988
General Studies
Corky Okray's Heritage Bank of Commerce Experience December 2006 - January 2008
Job Oil & Energy Professional
Industry Oil & Energy
Experience
D&J Partnership/Cross Petroleum June 2008 - September 2011
D & J Partnership /Cross Petroluem June 2008 - August 2011
Heritage Bank of Commerce December 2006 - January 2008
Umpqua Bank April 2004 - August 2006
Skills
Petroleum, Microsoft Office, Project Management, Energy, Gas, Oil/Gas, Microsoft Excel, Change Management, Project Planning, Strategic Planning, Customer Service, Manage Client..., SBA Lending, Retail Banking, SBA, Relationship Management, Commercial Lending
Education
Shasta College 1972 — 2004
Bank of America ( 53 training classes ) 1977 — 1999
D&J Partnership/Cross Petroleum June 2008 - September 2011
D & J Partnership /Cross Petroluem June 2008 - August 2011
Heritage Bank of Commerce December 2006 - January 2008
Umpqua Bank April 2004 - August 2006
Skills
Petroleum, Microsoft Office, Project Management, Energy, Gas, Oil/Gas, Microsoft Excel, Change Management, Project Planning, Strategic Planning, Customer Service, Manage Client..., SBA Lending, Retail Banking, SBA, Relationship Management, Commercial Lending
Education
Shasta College 1972 — 2004
Bank of America ( 53 training classes ) 1977 — 1999
Kevin Flagg , CICP's Heritage Bank of Commerce Experience April 2006 - July 2007
Job Corporate Credit Manager
Industry Machinery
Experience
Peterson Cat May 2015 - Present
HGST, a Western Digital company October 2013 - April 2015
xpedx, an International Paper Company August 2007 - 2013
Heritage Bank of Commerce April 2006 - July 2007
FleetCor August 2004 - December 2005
Verizon Wireless July 1999 - August 2001
Skills
Credit Management, International Credit, Documentary Collections, International Banking..., A/R analysis, Collection Strategy, Credit Negotiations, Dunn & Bradstreet, UCC filings, SAP FI-AR, Financial Analysis, Covenants, Loan Compliance, Financial Statement..., Leading Organizational..., Operational Turnaround, Pivots, Excel Pivot, V Lookups, Report Building, Global Trade Management, Team Building, Written & Oral..., Visio, Risk Management, Account Management, Analysis
Education
Stanford University 2015 — 2016
Project Management
Golden Gate University
Bachelor of Arts (B.A.), Business Administration and Management, General
Peterson Cat May 2015 - Present
HGST, a Western Digital company October 2013 - April 2015
xpedx, an International Paper Company August 2007 - 2013
Heritage Bank of Commerce April 2006 - July 2007
FleetCor August 2004 - December 2005
Verizon Wireless July 1999 - August 2001
Skills
Credit Management, International Credit, Documentary Collections, International Banking..., A/R analysis, Collection Strategy, Credit Negotiations, Dunn & Bradstreet, UCC filings, SAP FI-AR, Financial Analysis, Covenants, Loan Compliance, Financial Statement..., Leading Organizational..., Operational Turnaround, Pivots, Excel Pivot, V Lookups, Report Building, Global Trade Management, Team Building, Written & Oral..., Visio, Risk Management, Account Management, Analysis
Education
Stanford University 2015 — 2016
Project Management
Golden Gate University
Bachelor of Arts (B.A.), Business Administration and Management, General