Heritage Oaks Bank
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Heritage Oaks Bank Employees
Employee
Years
Job
Industry
Jeff Ridgway Jeff Ridgway's Heritage Oaks Bank Experience 2000 - 2002
Job Area Human Resource Manager
Industry Human Resources
Experience
Lowe's Home Improvement June 2011 - Present
Lowe's Home Improvement April 2010 - June 2011
Lowe's Home Improvement July 2009 - April 2010
Continental Labor & Staffing Resources May 2008 - June 2009
Affordable Closet Design December 2001 - June 2008
Heritage Oaks Bank 2000 - 2002
Skills
Succession Planning, Employee Relations, Recruiting, Building Relationships, Staff Development, Team Building, Team Management, Employee Engagement, Onboarding, Training, Personnel Management, Leadership, Leadership Development, Coaching, Retail, Talent Management, Hiring, FMLA, Human Resources, Deferred Compensation, Employee Handbooks, HRIS, Workforce Planning, New Hire Orientations, Interviews, Benefits Administration, Employee Benefits, Employee Training, Performance Management, HR Policies, Conflict Resolution, Organizational..., Temporary Placement, Store Management, Sourcing, HR Consulting, Performance Appraisal, Legal Compliance, Employer Branding, Compensation, Screening, Employee Recognition, EEO, Behavioral Interviewing, Applicant Tracking..., College Recruiting, Labor Relations, Employment Law, Union Avoidance, Job Descriptions
Education
California State University, Fresno 1985 — 1990
BA, History
Ventura High School 1980 — 1982
Lowe's Home Improvement June 2011 - Present
Lowe's Home Improvement April 2010 - June 2011
Lowe's Home Improvement July 2009 - April 2010
Continental Labor & Staffing Resources May 2008 - June 2009
Affordable Closet Design December 2001 - June 2008
Heritage Oaks Bank 2000 - 2002
Skills
Succession Planning, Employee Relations, Recruiting, Building Relationships, Staff Development, Team Building, Team Management, Employee Engagement, Onboarding, Training, Personnel Management, Leadership, Leadership Development, Coaching, Retail, Talent Management, Hiring, FMLA, Human Resources, Deferred Compensation, Employee Handbooks, HRIS, Workforce Planning, New Hire Orientations, Interviews, Benefits Administration, Employee Benefits, Employee Training, Performance Management, HR Policies, Conflict Resolution, Organizational..., Temporary Placement, Store Management, Sourcing, HR Consulting, Performance Appraisal, Legal Compliance, Employer Branding, Compensation, Screening, Employee Recognition, EEO, Behavioral Interviewing, Applicant Tracking..., College Recruiting, Labor Relations, Employment Law, Union Avoidance, Job Descriptions
Education
California State University, Fresno 1985 — 1990
BA, History
Ventura High School 1980 — 1982
Deanna Elmerick Deanna Elmerick's Heritage Oaks Bank Experience October 2012 - Present
Job Banking professional at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank October 2012 - Present
Heritage Oaks Bank December 2009 - 2012
Pacific Capital Bancorp 1996 - 2004
Skills
Human Resources, Employee Relations, Organizational..., Employee Engagement, Talent Management, Deferred Compensation, Customer Service, Onboarding, Personnel Management, Banking, Team Building, Coaching, Payroll, Recruiting, Succession Planning, Employee Benefits, Leadership, Benefits Administration, Talent Acquisition, Workshop Facilitation, HRIS, Change Management, Process Improvement, Performance Management
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BS, Social Sciences
Heritage Oaks Bank October 2012 - Present
Heritage Oaks Bank December 2009 - 2012
Pacific Capital Bancorp 1996 - 2004
Skills
Human Resources, Employee Relations, Organizational..., Employee Engagement, Talent Management, Deferred Compensation, Customer Service, Onboarding, Personnel Management, Banking, Team Building, Coaching, Payroll, Recruiting, Succession Planning, Employee Benefits, Leadership, Benefits Administration, Talent Acquisition, Workshop Facilitation, HRIS, Change Management, Process Improvement, Performance Management
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BS, Social Sciences
Brandon Banner's Heritage Oaks Bank Experience January 2010 - June 2011
Job Manager of Policy Advocacy at US Chamber of Commerce
Industry International Trade and Development
Experience
USDA 2011 - 2013
Cal Poly State University September 2010 - 2012
Rabobank May 2011 - December 2011
Heritage Oaks Bank January 2010 - June 2011
Alliance International Produce May 2010 - September 2010
Driscoll's March 2009 - September 2009
Skills
Retail, Agriculture, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Agribusiness, Marketing, Research, Customer Service, Market Research, Food, Sales, Marketing Strategy, Business Planning, Strategic Planning, Account Management, Purchasing, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Master's of Science, Agribusiness
B.S. Agricutural Systems Management
USDA 2011 - 2013
Cal Poly State University September 2010 - 2012
Rabobank May 2011 - December 2011
Heritage Oaks Bank January 2010 - June 2011
Alliance International Produce May 2010 - September 2010
Driscoll's March 2009 - September 2009
Skills
Retail, Agriculture, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Agribusiness, Marketing, Research, Customer Service, Market Research, Food, Sales, Marketing Strategy, Business Planning, Strategic Planning, Account Management, Purchasing, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Master's of Science, Agribusiness
B.S. Agricutural Systems Management
Antoinette McCauley's Heritage Oaks Bank Experience October 2012 - June 2015
Job Commercial Relationship Manager, Vice President at First Bank
Industry Financial Services
Experience
First Bank July 2015 - Present
Heritage Oaks Bank October 2012 - June 2015
Santa Barbara Bank & Trust June 2001 - 2012
Skills
Commercial Real Estate, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management
Education
University of California, Santa Barbara
First Bank July 2015 - Present
Heritage Oaks Bank October 2012 - June 2015
Santa Barbara Bank & Trust June 2001 - 2012
Skills
Commercial Real Estate, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management
Education
University of California, Santa Barbara
Anne Bettencourt Anne Bettencourt's Heritage Oaks Bank Experience August 2014 - Present
Job First Vice President / Director of Cash Management Solutions
Industry Banking
Experience
Heritage Oaks Bank August 2014 - Present
Heritage Oaks Bank January 2006 - Present
Commercial Property of Maui Managment October 2004 - November 2005
Wells Fargo Home Mortgage March 2002 - April 2004
Skills
Retail Banking, Banking, Customer Service, Cash Management, Mortgage Lending
Education
California Polytechnic State University-San Luis Obispo
Heritage Oaks Bank August 2014 - Present
Heritage Oaks Bank January 2006 - Present
Commercial Property of Maui Managment October 2004 - November 2005
Wells Fargo Home Mortgage March 2002 - April 2004
Skills
Retail Banking, Banking, Customer Service, Cash Management, Mortgage Lending
Education
California Polytechnic State University-San Luis Obispo
Brittany Range Brittany Range's Heritage Oaks Bank Experience January 2013 - November 2013
Job Hospitality Sales Associate
Industry Wine and Spirits
Experience
Bouchon Bistro August 2015 - Present
Eos Estate Winery May 2014 - June 2015
Heritage Oaks Bank January 2013 - November 2013
Victoria's Secret October 2010 - September 2012
Clark Pest Control January 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Financial Analysis, Outlook, Teamwork, Sales, Accounting, Banking, Data Analysis, Analysis, Finance, Event Planning, Acting, Public Speaking, Social Media, Social Media Marketing, Social Networking, Time Management, Voice Acting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Agribusiness
Bouchon Bistro August 2015 - Present
Eos Estate Winery May 2014 - June 2015
Heritage Oaks Bank January 2013 - November 2013
Victoria's Secret October 2010 - September 2012
Clark Pest Control January 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Financial Analysis, Outlook, Teamwork, Sales, Accounting, Banking, Data Analysis, Analysis, Finance, Event Planning, Acting, Public Speaking, Social Media, Social Media Marketing, Social Networking, Time Management, Voice Acting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Agribusiness
Ronald Oliveira's Heritage Oaks Bank Experience August 2010 - 2012
Job President at Avidbank
Industry Banking
Experience
Avidbank September 2013 - Present
Avidbank October 2012 - September 2013
Heritage Oaks Bank August 2010 - 2012
Heritage Oaks Bank July 2009 - September 2010
Rabobank December 2008 - July 2009
Independent Bank Consultants Co-op (IBCC) January 2008 - December 2008
Equipoint Financial Network July 2002 - December 2007
Union Bank of California June 1996 - June 2002
Bank of California June 1981 - June 1996
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Relationship Management, Asset Based Lending, Capital Markets, Executive Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Construction Loans, Structured Finance, SBA, Residential Mortgages, Process Improvement, Financial Analysis, Branch Management, Commercial Lending, Loan Origination, Cash Management, Small Business Lending, Consumer Lending, Financial Structuring, Refinance, Internet Banking, Loan Servicing, Customer Service, Finance, Private Banking, Financial Services, Investments, Funding, Due Diligence, Corporate Finance, Underwriting, Lines Of Credit, Commercial Mortgages, Treasury Management, Financial Institutions, Financial Risk
Education
Pacific Coast Banking School 1993 — 1996
Agribusiness
California State University-Fresno 1978 — 1981
Bachelor of Arts
Avidbank September 2013 - Present
Avidbank October 2012 - September 2013
Heritage Oaks Bank August 2010 - 2012
Heritage Oaks Bank July 2009 - September 2010
Rabobank December 2008 - July 2009
Independent Bank Consultants Co-op (IBCC) January 2008 - December 2008
Equipoint Financial Network July 2002 - December 2007
Union Bank of California June 1996 - June 2002
Bank of California June 1981 - June 1996
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Relationship Management, Asset Based Lending, Capital Markets, Executive Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Construction Loans, Structured Finance, SBA, Residential Mortgages, Process Improvement, Financial Analysis, Branch Management, Commercial Lending, Loan Origination, Cash Management, Small Business Lending, Consumer Lending, Financial Structuring, Refinance, Internet Banking, Loan Servicing, Customer Service, Finance, Private Banking, Financial Services, Investments, Funding, Due Diligence, Corporate Finance, Underwriting, Lines Of Credit, Commercial Mortgages, Treasury Management, Financial Institutions, Financial Risk
Education
Pacific Coast Banking School 1993 — 1996
Agribusiness
California State University-Fresno 1978 — 1981
Bachelor of Arts
Scott Beatty Scott Beatty's Heritage Oaks Bank Experience July 2015 - Present
Job Financial Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2015 - Present
Dynamic Aviation May 2014 - July 2015
ServiceLink May 2013 - August 2013
First Niagara Bank May 2012 - August 2012
Skills
Microsoft Excel, What-if Analysis, Database Design, Visual Basic, SAS, Data Analysis, Leadership, Microsoft Office, Microsoft Word, Microsoft Access, GIS, Google Docs, Excel Macros, Microsoft Outlook, WordPress, WiX, PowerPoint, MS Excel Pivot Tables, Critical Thinking, Customer Service, Outlook, Public Speaking, Analysis, Access, Event Planning, Finance, Time Management, Financial Analysis
Education
James Madison University 2010 — 2014
Bachelor of Science (BS), Economics
James Madison University 2010 — 2014
Integrated Environmental Science and Technology- minor, Environmental Science
Heritage Oaks Bank July 2015 - Present
Dynamic Aviation May 2014 - July 2015
ServiceLink May 2013 - August 2013
First Niagara Bank May 2012 - August 2012
Skills
Microsoft Excel, What-if Analysis, Database Design, Visual Basic, SAS, Data Analysis, Leadership, Microsoft Office, Microsoft Word, Microsoft Access, GIS, Google Docs, Excel Macros, Microsoft Outlook, WordPress, WiX, PowerPoint, MS Excel Pivot Tables, Critical Thinking, Customer Service, Outlook, Public Speaking, Analysis, Access, Event Planning, Finance, Time Management, Financial Analysis
Education
James Madison University 2010 — 2014
Bachelor of Science (BS), Economics
James Madison University 2010 — 2014
Integrated Environmental Science and Technology- minor, Environmental Science
Clarence Cabreros Clarence Cabreros's Heritage Oaks Bank Experience March 2010 - June 2013
Job SVP/Chief Lending Officer at SESLOC Federal Credit Union
Industry Banking
Experience
Sesloc Federal Credit Union December 2014 - Present
Heritage Oaks Bank March 2010 - June 2013
Skills
Remote Deposit Capture, Loans, Commercial Lending, Mortgage Lending, Credit, Banking, Commercial Banking, Small Business Lending, Investments, Cash Management, Credit Analysis, Commercial Mortgages, Customer Service, Loan Origination, Financial Analysis, Real Estate Economics, Treasury Management, Finance, Lines Of Credit, Investment Properties, Credit Risk, Portfolio Management, Cash Flow Lending, Mortgage Banking, Real Estate Financing, Refinance, Consumer Lending, Residential Mortgages, Underwriting, Construction Loans, FHA, VA loans, USDA, SBA, Asset Based Lending, Financial Structuring, Retail Banking, Commercial Real Estate, Bank Secrecy Act, FHA financing, Relationship Management, Due Diligence, Real Estate, Financial Services, Cross Selling, Certified Mortgage..., Risk Management, Real Estate Transactions, Strategic Financial..., Private Banking
Education
California Polytechnic State University-San Luis Obispo
Business Adminstration / Finance
Sesloc Federal Credit Union December 2014 - Present
Heritage Oaks Bank March 2010 - June 2013
Skills
Remote Deposit Capture, Loans, Commercial Lending, Mortgage Lending, Credit, Banking, Commercial Banking, Small Business Lending, Investments, Cash Management, Credit Analysis, Commercial Mortgages, Customer Service, Loan Origination, Financial Analysis, Real Estate Economics, Treasury Management, Finance, Lines Of Credit, Investment Properties, Credit Risk, Portfolio Management, Cash Flow Lending, Mortgage Banking, Real Estate Financing, Refinance, Consumer Lending, Residential Mortgages, Underwriting, Construction Loans, FHA, VA loans, USDA, SBA, Asset Based Lending, Financial Structuring, Retail Banking, Commercial Real Estate, Bank Secrecy Act, FHA financing, Relationship Management, Due Diligence, Real Estate, Financial Services, Cross Selling, Certified Mortgage..., Risk Management, Real Estate Transactions, Strategic Financial..., Private Banking
Education
California Polytechnic State University-San Luis Obispo
Business Adminstration / Finance
Blake Rowan Blake Rowan's Heritage Oaks Bank Experience March 2014 - Present
Job Credit Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2014 - Present
Mission Community Bank September 2012 - Present
Margarita Adventures October 2011 - October 2012
All-Out Events August 2011 - August 2012
Skills
Banking, CRM, Credit, Customer Service, Event Management, Event Planning, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Social Media, Social Media Marketing, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
Bachelor's degree, Agribusiness/Finance and Appraisal
Heritage Oaks Bank March 2014 - Present
Mission Community Bank September 2012 - Present
Margarita Adventures October 2011 - October 2012
All-Out Events August 2011 - August 2012
Skills
Banking, CRM, Credit, Customer Service, Event Management, Event Planning, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Social Media, Social Media Marketing, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
Bachelor's degree, Agribusiness/Finance and Appraisal
Louie Reyes's Heritage Oaks Bank Experience May 2014 - August 2014
Job Seminarian at Archdiocese of Los Angeles
Industry Religious Institutions
Experience
Archdiocese of Los Angeles August 2012 - Present
United States Naval Sea Cadets October 2008 - Present
Heritage Oaks Bank May 2014 - August 2014
Heritage Oaks Bank November 2010 - August 2012
St. Mark's University Parish February 2010 - May 2011
Heritage Oaks Bank 2010 - 2011
Santa Barbara Bank & Trust July 2007 - November 2010
Santa Barbara Bank & Trust July 2007 - November 2010
Skills
Leading Retreats, Customer Service, Public Speaking, PowerPoint, Sales, Microsoft Office, Fundraising, Leadership, Event Planning, Nonprofits, Research, Social Media, Teaching, Team Building, Community Outreach, Leadership Development
Education
St. John's Seminary 2015 — 2020
Master of Theology
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Philosophy
El Camino College-Compton Center 2012 — 2013
General Education
Santa Barbara City College 2007 — 2011
Hartnell College 2004 — 2007
Psychology
Archdiocese of Los Angeles August 2012 - Present
United States Naval Sea Cadets October 2008 - Present
Heritage Oaks Bank May 2014 - August 2014
Heritage Oaks Bank November 2010 - August 2012
St. Mark's University Parish February 2010 - May 2011
Heritage Oaks Bank 2010 - 2011
Santa Barbara Bank & Trust July 2007 - November 2010
Santa Barbara Bank & Trust July 2007 - November 2010
Skills
Leading Retreats, Customer Service, Public Speaking, PowerPoint, Sales, Microsoft Office, Fundraising, Leadership, Event Planning, Nonprofits, Research, Social Media, Teaching, Team Building, Community Outreach, Leadership Development
Education
St. John's Seminary 2015 — 2020
Master of Theology
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Philosophy
El Camino College-Compton Center 2012 — 2013
General Education
Santa Barbara City College 2007 — 2011
Hartnell College 2004 — 2007
Psychology
Ann Cochrane Ann Cochrane's Heritage Oaks Bank Experience July 2007 - Present
Job Vice President/Commercial Relationship Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2007 - Present
Farm Credit West June 2007 - September 2007
Skills
Credit, Financial Analysis, Banking, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Cash Management, Mortgage Lending, Loan Origination, Finance, Risk Management, Portfolio Management, Consumer Lending, Small Business Lending, Investments, Credit Risk, Commercial Mortgages, Underwriting, Real Estate, Retail Banking, Customer Service, Refinance, Construction Loans, Residential Mortgages, Lines Of Credit, Sales
Education
Pacific Coast Banking School 2013 — 2015
Cal Poly San Luis Obispo 2003 — 2007
Bachelor's degree, Agribusiness Finance and Appraisal
Heritage Oaks Bank July 2007 - Present
Farm Credit West June 2007 - September 2007
Skills
Credit, Financial Analysis, Banking, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Cash Management, Mortgage Lending, Loan Origination, Finance, Risk Management, Portfolio Management, Consumer Lending, Small Business Lending, Investments, Credit Risk, Commercial Mortgages, Underwriting, Real Estate, Retail Banking, Customer Service, Refinance, Construction Loans, Residential Mortgages, Lines Of Credit, Sales
Education
Pacific Coast Banking School 2013 — 2015
Cal Poly San Luis Obispo 2003 — 2007
Bachelor's degree, Agribusiness Finance and Appraisal
Jake Sanders Jake Sanders's Heritage Oaks Bank Experience 2014 - Present
Job Mortgage Loan Officer Assistant
Industry Financial Services
Experience
Heritage Oaks Bank 2014 - Present
Self April 2007 - Present
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Loans, Customer Service, Microsoft Word, Training, Strategic Planning, Leadership, Team Building, Marketing, Sales, Social Networking, Recruiting, Event Planning, Account Management, Public Relations, Analysis, Management, Sales Management, Budgets
Education
UCLA 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General, College and Latin Honors (4.0)
Myers Park High School
Heritage Oaks Bank 2014 - Present
Self April 2007 - Present
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Loans, Customer Service, Microsoft Word, Training, Strategic Planning, Leadership, Team Building, Marketing, Sales, Social Networking, Recruiting, Event Planning, Account Management, Public Relations, Analysis, Management, Sales Management, Budgets
Education
UCLA 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General, College and Latin Honors (4.0)
Myers Park High School
Joseph Stronks Joseph Stronks's Heritage Oaks Bank Experience March 2010 - Present
Job Joseph Stronks Executive Vice President & Senior Operations Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2010 - Present
Heritage Oaks Bank October 2007 - June 2010
Business First National Bank March 2006 - October 2007
Pacific Capital Bancorp 2005 - 2006
Pacific Capital Bancorp 2002 - 2005
Pacific Capital Bancorp 2001 - 2002
Pacific Capital Bancorp 2000 - 2001
Santa Barbara Bank & Trust 1998 - 2000
Kinecta Federal Credit Union 1997 - 1998
Santa Barbara Bank & Trust 1991 - 1997
Skills
Banking, Cash Management, Internet Banking, Retail Banking, ACH, Core Banking, Commercial Banking, Project Management, Product Management, Management, Leadership, Process Improvement, Relationship Management, Financial Services, Electronic Payments, Risk Management, Remote Deposit Capture, IT Management, Mobile Banking, ATM networks, Strategic Planning, Deposits, Budgets, Business Analysis, Payments, Payment Systems, Treasury Management, Cross-functional Team..., Credit Risk, Vendor Management, Business Continuity..., Incident Management, Fraud Detection, Mobile Remote Deposit..., Bank Secrecy Act, KYC
Education
Pacific Coast Banking School 2007 — 2009
Certificate, Banking Management
UCSB Extension 2004 — 2005
Certificate, Project Management
University of California, Santa Barbara 1989 — 1994
BA, Slavic Language & Lit, Int'l Political Science
Heritage Oaks Bank March 2010 - Present
Heritage Oaks Bank October 2007 - June 2010
Business First National Bank March 2006 - October 2007
Pacific Capital Bancorp 2005 - 2006
Pacific Capital Bancorp 2002 - 2005
Pacific Capital Bancorp 2001 - 2002
Pacific Capital Bancorp 2000 - 2001
Santa Barbara Bank & Trust 1998 - 2000
Kinecta Federal Credit Union 1997 - 1998
Santa Barbara Bank & Trust 1991 - 1997
Skills
Banking, Cash Management, Internet Banking, Retail Banking, ACH, Core Banking, Commercial Banking, Project Management, Product Management, Management, Leadership, Process Improvement, Relationship Management, Financial Services, Electronic Payments, Risk Management, Remote Deposit Capture, IT Management, Mobile Banking, ATM networks, Strategic Planning, Deposits, Budgets, Business Analysis, Payments, Payment Systems, Treasury Management, Cross-functional Team..., Credit Risk, Vendor Management, Business Continuity..., Incident Management, Fraud Detection, Mobile Remote Deposit..., Bank Secrecy Act, KYC
Education
Pacific Coast Banking School 2007 — 2009
Certificate, Banking Management
UCSB Extension 2004 — 2005
Certificate, Project Management
University of California, Santa Barbara 1989 — 1994
BA, Slavic Language & Lit, Int'l Political Science
Allison Caswell TerBorch Allison Caswell TerBorch's Heritage Oaks Bank Experience December 2011 - August 2012
Job Administrative Assistant at Condition Monitoring Services
Industry Oil & Energy
Experience
Condition Monitoring Services Inc. August 2012 - Present
Adash America August 2014 - Present
Heritage Oaks Bank December 2011 - August 2012
Wells Fargo April 2008 - December 2011
Skills
Microsoft Office, Customer Service, Banking, Retail Banking, Leadership, Sales, Microsoft Word, Operations Management, Sales Management, Marketing Strategy, Microsoft Excel, Social Networking, Marketing, Analysis, Continuous Improvement, Management
Education
California State University-Northridge 2005 — 2007
Communication Studies
Allan Hancock College 2002 — 2005
Associate of Arts (AA)
Condition Monitoring Services Inc. August 2012 - Present
Adash America August 2014 - Present
Heritage Oaks Bank December 2011 - August 2012
Wells Fargo April 2008 - December 2011
Skills
Microsoft Office, Customer Service, Banking, Retail Banking, Leadership, Sales, Microsoft Word, Operations Management, Sales Management, Marketing Strategy, Microsoft Excel, Social Networking, Marketing, Analysis, Continuous Improvement, Management
Education
California State University-Northridge 2005 — 2007
Communication Studies
Allan Hancock College 2002 — 2005
Associate of Arts (AA)
Marlea Lyon Marlea Lyon's Heritage Oaks Bank Experience September 2014 - Present
Job Vice President, Ag Relationship Manager at Heritage Oaks Bank
Industry Financial Services
Experience
Heritage Oaks Bank September 2014 - Present
Wells Fargo 2013 - August 2014
Wells Fargo 2010 - 2013
Wells Fargo 2006 - 2010
Wells Fargo Bank 2000 - 2006
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Agribusiness
Heritage Oaks Bank September 2014 - Present
Wells Fargo 2013 - August 2014
Wells Fargo 2010 - 2013
Wells Fargo 2006 - 2010
Wells Fargo Bank 2000 - 2006
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Agribusiness
Dimitri Dritsas's Heritage Oaks Bank Experience March 2014 - Present
Job Assistant Vice President, Commercial Relationship Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2014 - Present
Heritage Oaks Bank November 2012 - March 2014
Heritage Oaks Bank February 2012 - November 2012
Heritage Oaks Bank August 2010 - February 2012
Internal Revenue Service January 2010 - June 2010
Skills
Banking, Credit, Loans, Commercial Lending, Portfolio Management, Risk Management, Credit Risk, Vegetable Gardening, Accounting, Lines Of Credit, Finance, Due Diligence, Cash Management, Analysis, Mortgage Lending, Financial Risk, Credit Analysis, Small Business Lending, Commercial Banking, Loan Origination, Consumer Lending, Financial Analysis, Commercial Mortgages, Underwriting, Mortgage Banking, Commercial Real Estate, Real Estate Financing
Education
California State University, Fresno 2005 — 2008
Business Administration, Accounting
Cuesta College 2001 — 2005
AA, General Studies
Heritage Oaks Bank March 2014 - Present
Heritage Oaks Bank November 2012 - March 2014
Heritage Oaks Bank February 2012 - November 2012
Heritage Oaks Bank August 2010 - February 2012
Internal Revenue Service January 2010 - June 2010
Skills
Banking, Credit, Loans, Commercial Lending, Portfolio Management, Risk Management, Credit Risk, Vegetable Gardening, Accounting, Lines Of Credit, Finance, Due Diligence, Cash Management, Analysis, Mortgage Lending, Financial Risk, Credit Analysis, Small Business Lending, Commercial Banking, Loan Origination, Consumer Lending, Financial Analysis, Commercial Mortgages, Underwriting, Mortgage Banking, Commercial Real Estate, Real Estate Financing
Education
California State University, Fresno 2005 — 2008
Business Administration, Accounting
Cuesta College 2001 — 2005
AA, General Studies
Joshua Silo Joshua Silo's Heritage Oaks Bank Experience June 2014 - September 2014
Job President Cal Poly Chapter at Alpha Kappa Psi
Industry Financial Services
Experience
Alpha Kappa Psi May 2014 - Present
Executive Partners Program March 2014 - Present
California Polytechnic State University January 2013 - Present
Heritage Oaks Bank June 2014 - September 2014
Alpha Kappa Psi April 2013 - May 2014
California Polytechnic State University October 2013 - December 2013
California Polytechnic State University September 2012 - December 2012
Skills
Leadership, Minitab, PowerPoint, Microsoft Excel, Event Planning, Statistics, Teamwork, Public Speaking, Access, Microsoft Office, Microsoft Word, Time Management, Microsoft Acess, MIcrosoft Powerpoint, QuickBooks, SAS programming
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.) with a Minor in Statistics, Finance and Financial Management Services, 3.66 GPA
Valencia High School 2007 — 2011
4.28 GPA
Alpha Kappa Psi May 2014 - Present
Executive Partners Program March 2014 - Present
California Polytechnic State University January 2013 - Present
Heritage Oaks Bank June 2014 - September 2014
Alpha Kappa Psi April 2013 - May 2014
California Polytechnic State University October 2013 - December 2013
California Polytechnic State University September 2012 - December 2012
Skills
Leadership, Minitab, PowerPoint, Microsoft Excel, Event Planning, Statistics, Teamwork, Public Speaking, Access, Microsoft Office, Microsoft Word, Time Management, Microsoft Acess, MIcrosoft Powerpoint, QuickBooks, SAS programming
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.) with a Minor in Statistics, Finance and Financial Management Services, 3.66 GPA
Valencia High School 2007 — 2011
4.28 GPA
Brianne Hall Brianne Hall's Heritage Oaks Bank Experience January 2006 - April 2011
Job Escrow Assistant
Industry Real Estate
Experience
Ticor Title May 2015 - Present
Oregon State Credit Union November 2014 - May 2015
US Bank Home Mortgage February 2013 - November 2014
Unitus Community Credit Union July 2012 - February 2013
Heritage Oaks Bank January 2006 - April 2011
Kmart Corporation June 2004 - June 2006
Skills
Notary Public, Residential Mortgages, Microsoft Office, Leadership, Customer Service, Time Management, Efficiency, Highly detail oriented, Employee Training, Cash Handling Experience, Oral & Written..., FHA, Retail Banking, Real Estate
Education
Cuesta College 2008 — 2011
Associate's Degree, Social and Behavioral Sciences, 3.71
Ticor Title May 2015 - Present
Oregon State Credit Union November 2014 - May 2015
US Bank Home Mortgage February 2013 - November 2014
Unitus Community Credit Union July 2012 - February 2013
Heritage Oaks Bank January 2006 - April 2011
Kmart Corporation June 2004 - June 2006
Skills
Notary Public, Residential Mortgages, Microsoft Office, Leadership, Customer Service, Time Management, Efficiency, Highly detail oriented, Employee Training, Cash Handling Experience, Oral & Written..., FHA, Retail Banking, Real Estate
Education
Cuesta College 2008 — 2011
Associate's Degree, Social and Behavioral Sciences, 3.71
Victor Hugo Victor Hugo's Heritage Oaks Bank Experience December 2014 - June 2015
Job
Industry Banking
Experience
East West Bank August 2015 - Present
McGladrey June 2015 - July 2015
Heritage Oaks Bank December 2014 - June 2015
Intuit May 2014 - November 2014
Citi February 2014 - May 2014
Western Union 2013 - 2013
Community Bank 2012 - 2012
Bank of America 2006 - 2012
Education
California State University-Northridge
Bachelor's Degree, Business Management, 3.8 GPA
East West Bank August 2015 - Present
McGladrey June 2015 - July 2015
Heritage Oaks Bank December 2014 - June 2015
Intuit May 2014 - November 2014
Citi February 2014 - May 2014
Western Union 2013 - 2013
Community Bank 2012 - 2012
Bank of America 2006 - 2012
Education
California State University-Northridge
Bachelor's Degree, Business Management, 3.8 GPA
James Makowski James Makowski's Heritage Oaks Bank Experience October 2008 - November 2012
Job Branch Manager, Sr Loan Officer at First California Mortgage Company, NMLS# 704132
Industry Financial Services
Experience
First California Mortgage Company July 2014 - Present
Crossline Capital January 2014 - July 2014
Medallion Mortgage November 2012 - January 2014
Heritage Oaks Bank October 2008 - November 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Financial Statements, Loans, Loan Servicing, Mortgage Banking, Home Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, USDA Rural Housing, Refinance, Banking, Credit Analysis, Jumbo Mortgage, Mortgage Lending, FHA, Residential Mortgages, Government Loans, FHA Financing, VA Loans, Home Equity Loans
Education
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
First California Mortgage Company July 2014 - Present
Crossline Capital January 2014 - July 2014
Medallion Mortgage November 2012 - January 2014
Heritage Oaks Bank October 2008 - November 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Financial Statements, Loans, Loan Servicing, Mortgage Banking, Home Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, USDA Rural Housing, Refinance, Banking, Credit Analysis, Jumbo Mortgage, Mortgage Lending, FHA, Residential Mortgages, Government Loans, FHA Financing, VA Loans, Home Equity Loans
Education
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Ken Sather Ken Sather's Heritage Oaks Bank Experience July 2014 - Present
Job BSA Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2014 - Present
BofI Federal Bank 2013 - 2014
California Bank & Trust 2011 - 2013
Chinatrust Bank 2010 - 2011
Innovative Bank 2007 - 2010
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital Mortgage 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Skills
Banking, Risk Management, Bank Secrecy Act, Commercial Banking, Compliance, Third Party Risk, Prepaid Cards, Correspondent Lending, Retail Banking, Relationship Management, Internal Controls, Executive Management, Financial Services, Operational Risk, Corporate Governance, Regulations, Leadership, Internal Audit, OFAC, Customer Service, Financial Institutions, AML, Branch Banking, Due Diligence, Team Building, Finance, KYC, Financial Risk, Management, Risk Assessment
Education
National University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
National University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Heritage Oaks Bank July 2014 - Present
BofI Federal Bank 2013 - 2014
California Bank & Trust 2011 - 2013
Chinatrust Bank 2010 - 2011
Innovative Bank 2007 - 2010
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital Mortgage 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Skills
Banking, Risk Management, Bank Secrecy Act, Commercial Banking, Compliance, Third Party Risk, Prepaid Cards, Correspondent Lending, Retail Banking, Relationship Management, Internal Controls, Executive Management, Financial Services, Operational Risk, Corporate Governance, Regulations, Leadership, Internal Audit, OFAC, Customer Service, Financial Institutions, AML, Branch Banking, Due Diligence, Team Building, Finance, KYC, Financial Risk, Management, Risk Assessment
Education
National University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
National University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Rebekah Collins Rebekah Collins's Heritage Oaks Bank Experience October 2007 - June 2009
Job Legal Services Professional
Industry Legal Services
Experience
Merrill Corporation 2010 - 2013
Heritage Oaks Bank October 2007 - June 2009
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Merrill Corporation 2010 - 2013
Heritage Oaks Bank October 2007 - June 2009
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Katie McPike Katie McPike's Heritage Oaks Bank Experience July 2015 - Present
Job Credit Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2015 - Present
Zodiac Aerospace August 2012 - July 2015
Western Inns Hotel Management June 2012 - August 2012
Nordstrom June 2011 - August 2011
Associated Students, CSU, Chico January 2011 - May 2011
Skills
Management, Training, Retail, Sales, Marketing, Sales Management, Customer Service, Procurement, Store Management, Aerospace, Lean Manufacturing, Aircraft, Cross-functional Team..., Supply Chain Management, Project Planning
Education
California State University-Chico 2008 — 2012
Bachelor of Science (B.S.), Business Management, Minor in Sustainability
Heritage Oaks Bank July 2015 - Present
Zodiac Aerospace August 2012 - July 2015
Western Inns Hotel Management June 2012 - August 2012
Nordstrom June 2011 - August 2011
Associated Students, CSU, Chico January 2011 - May 2011
Skills
Management, Training, Retail, Sales, Marketing, Sales Management, Customer Service, Procurement, Store Management, Aerospace, Lean Manufacturing, Aircraft, Cross-functional Team..., Supply Chain Management, Project Planning
Education
California State University-Chico 2008 — 2012
Bachelor of Science (B.S.), Business Management, Minor in Sustainability
Marrisa ReiszNunez Marrisa ReiszNunez's Heritage Oaks Bank Experience July 2003 - November 2009
Job Planner I at Paris Precision
Industry Mechanical or Industrial Engineering
Experience
Paris Precision March 2014 - Present
Applied Technologies Associates July 2010 - February 2014
Self employed May 2000 - July 2010
twist Studio Day Spa February 2010 - April 2010
Heritage Oaks Bank July 2003 - November 2009
AVC Construction Management & Services, Inc December 2001 - June 2003
Skills
Customer Service, Banking, Microsoft Office, Microsoft Excel, Negotiation, Team Building, Microsoft Word, Operations Management, Budgets, Contract Negotiation, Strategic Planning, Project Management, Sales Management, Change Management, Payments, Marketing Strategy, Public Speaking, Accounting, Financial Analysis, Account Management, Business Strategy, Manufacturing, Purchasing, Supply Chain Management, Process Improvement, Inventory Management, Management, Engineering, Project Planning, MRP, Lean Manufacturing, Leadership, Continuous Improvement, Product Development, Program Management, Outlook, Coaching, Procurement, Troubleshooting, Customer Satisfaction
Education
APICS 2012 — 2012
Basics of Supply Chain Management
NACHA 2007 — 2007
Accredited ACH Professional
Bod-E-Works 2000 — 2000
200 hour Massage Practitioner
Cuesta College 1991 — 1993
Ongoing) Liberal Arts studies
Mission College Preparatory 1987 — 1991
Paris Precision March 2014 - Present
Applied Technologies Associates July 2010 - February 2014
Self employed May 2000 - July 2010
twist Studio Day Spa February 2010 - April 2010
Heritage Oaks Bank July 2003 - November 2009
AVC Construction Management & Services, Inc December 2001 - June 2003
Skills
Customer Service, Banking, Microsoft Office, Microsoft Excel, Negotiation, Team Building, Microsoft Word, Operations Management, Budgets, Contract Negotiation, Strategic Planning, Project Management, Sales Management, Change Management, Payments, Marketing Strategy, Public Speaking, Accounting, Financial Analysis, Account Management, Business Strategy, Manufacturing, Purchasing, Supply Chain Management, Process Improvement, Inventory Management, Management, Engineering, Project Planning, MRP, Lean Manufacturing, Leadership, Continuous Improvement, Product Development, Program Management, Outlook, Coaching, Procurement, Troubleshooting, Customer Satisfaction
Education
APICS 2012 — 2012
Basics of Supply Chain Management
NACHA 2007 — 2007
Accredited ACH Professional
Bod-E-Works 2000 — 2000
200 hour Massage Practitioner
Cuesta College 1991 — 1993
Ongoing) Liberal Arts studies
Mission College Preparatory 1987 — 1991
Tyler Christensen Tyler Christensen's Heritage Oaks Bank Experience April 2010 - August 2011
Job Manager, Transportation and Strategic Projects at Niagara Bottling
Industry Logistics and Supply Chain
Experience
Niagara Bottling December 2013 - Present
Niagara Bottling August 2013 - November 2014
Steel Excel June 2012 - July 2013
UC Irvine The Paul Merage School of Business September 2011 - June 2013
Heritage Oaks Bank April 2010 - August 2011
Santa Barbara Bank & Trust February 2009 - April 2010
Santa Barbara Bank & Trust August 2008 - February 2009
Santa Barbara Bank & Trust June 2006 - August 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Underwriting, PowerPoint, Presentations, Teamwork, Strategy, Portfolio Management, Corporate Finance, Analysis, Finance, Competitive Analysis, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Business Economics
Niagara Bottling December 2013 - Present
Niagara Bottling August 2013 - November 2014
Steel Excel June 2012 - July 2013
UC Irvine The Paul Merage School of Business September 2011 - June 2013
Heritage Oaks Bank April 2010 - August 2011
Santa Barbara Bank & Trust February 2009 - April 2010
Santa Barbara Bank & Trust August 2008 - February 2009
Santa Barbara Bank & Trust June 2006 - August 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Underwriting, PowerPoint, Presentations, Teamwork, Strategy, Portfolio Management, Corporate Finance, Analysis, Finance, Competitive Analysis, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Business Economics
Sean Doughty Sean Doughty's Heritage Oaks Bank Experience May 2012 - Present
Job Computer Support Specialist for Heritage Oaks Bank
Industry Information Technology and Services
Experience
FIS pronet May 2014 - Present
Heritage Oaks Bank May 2012 - Present
Pat Kelly Tile October 2009 - May 2012
Circle K May 2009 - October 2009
Chevron April 2006 - April 2007
Skills
A+ Certified, Excel, PowerPoint, Access, Word, Quickbooks, Outlook, Software Installation, Troubleshooting, Software Implementation, Hardware Installation, TCP/IP, Bios, Hard Drives, Computer Security, Computer Repair, Computer Maintenance, Computer Hardware..., Wireless Security, Wireless Networking, Hardware Support, Laptops, Windows 7, XP, Vista, Motherboards, Company Management, Customer Service, Auditing, Daily Operations, Retail, Marketing Strategy
Education
Laurus College 2011 — 2012
Certificate of Completion, Information Technology and Service Professional, 4.0
Laurus College 2010 — 2011
Certificate of Completion, Professional Business Support, 4.0
Laurus College 2007 — 2009
Certificate of Completion, 3D Animation/Graphic Design, 3.78
Del Rio High School 2003 — 2004
High School Diploma
FIS pronet May 2014 - Present
Heritage Oaks Bank May 2012 - Present
Pat Kelly Tile October 2009 - May 2012
Circle K May 2009 - October 2009
Chevron April 2006 - April 2007
Skills
A+ Certified, Excel, PowerPoint, Access, Word, Quickbooks, Outlook, Software Installation, Troubleshooting, Software Implementation, Hardware Installation, TCP/IP, Bios, Hard Drives, Computer Security, Computer Repair, Computer Maintenance, Computer Hardware..., Wireless Security, Wireless Networking, Hardware Support, Laptops, Windows 7, XP, Vista, Motherboards, Company Management, Customer Service, Auditing, Daily Operations, Retail, Marketing Strategy
Education
Laurus College 2011 — 2012
Certificate of Completion, Information Technology and Service Professional, 4.0
Laurus College 2010 — 2011
Certificate of Completion, Professional Business Support, 4.0
Laurus College 2007 — 2009
Certificate of Completion, 3D Animation/Graphic Design, 3.78
Del Rio High School 2003 — 2004
High School Diploma
Katie Hamblin Katie Hamblin's Heritage Oaks Bank Experience October 2005 - January 2010
Job Owner at Uncorked Wine Tours
Industry Transportation/Trucking/Railroad
Experience
Uncorked Wine Tours June 2010 - Present
Heritage Oaks Bank October 2005 - January 2010
Skills
Commercial Lending, Customer Service, Loans
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelors, Business with a concentration in marketing
Uncorked Wine Tours June 2010 - Present
Heritage Oaks Bank October 2005 - January 2010
Skills
Commercial Lending, Customer Service, Loans
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelors, Business with a concentration in marketing
Courtney Vick Courtney Vick's Heritage Oaks Bank Experience June 2010 - May 2011
Job Student at San Joaquin Valley CollegeVisalia
Industry Health, Wellness and Fitness
Experience
Heritage Oaks Bank June 2010 - May 2011
Heritage Oaks Bank April 2007 - August 2008
Skills
Dental Assisting, Coronal Polishing, Sealants, Radiology, Sterilization, Disinfection, Organization, Customer Service, Communication, Phone Etiquette
Education
San Joaquin Valley College-Visalia 2012 — 2013
Associate of Science (A.S.), Dental Assisting/Assistant
Heritage Oaks Bank June 2010 - May 2011
Heritage Oaks Bank April 2007 - August 2008
Skills
Dental Assisting, Coronal Polishing, Sealants, Radiology, Sterilization, Disinfection, Organization, Customer Service, Communication, Phone Etiquette
Education
San Joaquin Valley College-Visalia 2012 — 2013
Associate of Science (A.S.), Dental Assisting/Assistant
Adriane Thiessen's Heritage Oaks Bank Experience June 2015 - Present
Job Loan Administrator at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank June 2015 - Present
Bejo Zaden August 2014 - April 2015
Bejo Zaden August 2012 - August 2014
Cal Poly - Wheelchair Foundation June 2007 - June 2008
National MS Society 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Social Media, Customer Service, Social Media Marketing, Marketing Strategy, PowerPoint, Marketing, Microsoft Word, Event Planning, Advertising, Outlook, Public Speaking, Social Networking, Facebook, Sales, Leadership, Fundraising, Event Management, Management, Time Management, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business Administration: Marketing, B.S.
Cuesta College 2003 — 2006
Associate’s Degree
Heritage Oaks Bank June 2015 - Present
Bejo Zaden August 2014 - April 2015
Bejo Zaden August 2012 - August 2014
Cal Poly - Wheelchair Foundation June 2007 - June 2008
National MS Society 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Social Media, Customer Service, Social Media Marketing, Marketing Strategy, PowerPoint, Marketing, Microsoft Word, Event Planning, Advertising, Outlook, Public Speaking, Social Networking, Facebook, Sales, Leadership, Fundraising, Event Management, Management, Time Management, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Business Administration: Marketing, B.S.
Cuesta College 2003 — 2006
Associate’s Degree
Joseph Collett's Heritage Oaks Bank Experience September 2013 - Present
Job Credit Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank September 2013 - Present
Colegio Bilingüe Madison August 2012 - July 2013
University of California, Davis June 2011 - April 2012
Sodexo August 2009 - June 2010
Skills
Accounting, ESL, Education, Underwriting
Education
University of California, Davis 2008 — 2012
Bachelor of Science, Economics, 3.32
Heritage Oaks Bank September 2013 - Present
Colegio Bilingüe Madison August 2012 - July 2013
University of California, Davis June 2011 - April 2012
Sodexo August 2009 - June 2010
Skills
Accounting, ESL, Education, Underwriting
Education
University of California, Davis 2008 — 2012
Bachelor of Science, Economics, 3.32
Sherry Filadelfia Sherry Filadelfia's Heritage Oaks Bank Experience October 1995 - June 2009
Job Central Operations Representative, Legal Processing Dept, Rabobank
Industry Banking
Experience
Rabobank December 2011 - Present
Heritage Oaks Bank October 1995 - June 2009
Skills
Banking, Risk Management, Process Improvement, Cash Management, Budgets, Team Building, Microsoft Office, Project Management, Change Management, Strategic Planning, Customer Service, Negotiation, Coaching, Operations Management, Microsoft Excel, Financial Analysis, Account Management, Leadership, Management, Recruiting, Project Planning, Sales Management, PowerPoint, Training
Education
Cuesta College 2002 — 2003
Psychology
Cuesta College 2002 — 2003
Business Leadership
Cuesta College 1996 — 1997
Spanish
Torrance Adult School
Accounting and Bookkeeping
Rabobank December 2011 - Present
Heritage Oaks Bank October 1995 - June 2009
Skills
Banking, Risk Management, Process Improvement, Cash Management, Budgets, Team Building, Microsoft Office, Project Management, Change Management, Strategic Planning, Customer Service, Negotiation, Coaching, Operations Management, Microsoft Excel, Financial Analysis, Account Management, Leadership, Management, Recruiting, Project Planning, Sales Management, PowerPoint, Training
Education
Cuesta College 2002 — 2003
Psychology
Cuesta College 2002 — 2003
Business Leadership
Cuesta College 1996 — 1997
Spanish
Torrance Adult School
Accounting and Bookkeeping
Jason Castle, CPA Jason Castle, CPA's Heritage Oaks Bank Experience August 2015 - Present
Job Chief Financial Officer Heritage Oaks Bancorp
Industry Financial Services
Experience
Heritage Oaks Bank August 2015 - Present
Softec.org February 2013 - September 2015
Heritage Oaks Bank January 2014 - August 2015
Glenn Burdette November 2012 - January 2014
Heritage Oaks Bank July 2010 - July 2012
American Perspective Bank (Acquired by PacWest Bancorp) July 2007 - July 2010
Rabobank December 2005 - July 2007
Skills
Certified Public..., Internal Controls, Accounting, SEC filings, Financial Institutions, Treasury, Banking, Financial Analysis, ALM, Credit, Cash Management, Financial Reporting, Finance, Mergers, Internal Audit, Financial Services, CPA, Auditing, SEC Filings, Mergers & Acquisitions, Start-ups, Restructuring
Education
Pacific Coast Banking School at the University of Washington 2005 — 2007
Graduated with Honors, Bank Management
California State University-Bakersfield 1996 — 2000
B.S., Business Admin. - Accounting
Cal Poly San Luis Obispo 1995 — 1996
Heritage Oaks Bank August 2015 - Present
Softec.org February 2013 - September 2015
Heritage Oaks Bank January 2014 - August 2015
Glenn Burdette November 2012 - January 2014
Heritage Oaks Bank July 2010 - July 2012
American Perspective Bank (Acquired by PacWest Bancorp) July 2007 - July 2010
Rabobank December 2005 - July 2007
Skills
Certified Public..., Internal Controls, Accounting, SEC filings, Financial Institutions, Treasury, Banking, Financial Analysis, ALM, Credit, Cash Management, Financial Reporting, Finance, Mergers, Internal Audit, Financial Services, CPA, Auditing, SEC Filings, Mergers & Acquisitions, Start-ups, Restructuring
Education
Pacific Coast Banking School at the University of Washington 2005 — 2007
Graduated with Honors, Bank Management
California State University-Bakersfield 1996 — 2000
B.S., Business Admin. - Accounting
Cal Poly San Luis Obispo 1995 — 1996
Sybil Bonelli's Heritage Oaks Bank Experience July 2010 - July 2012
Job Creative Maven
Industry Marketing and Advertising
Experience
inSight Marketing June 2008 - Present
Heritage Oaks Bank July 2010 - July 2012
Martin Resorts, Inc 2009 - August 2010
Stanton Chase International January 2008 - July 2008
Deragon Executive Search April 2007 - July 2008
Skills
Marketing, Project Management, Email Marketing, Graphic Design, Marketing Strategy, Social Media Marketing, Newsletters, Business Development, Banking, Marketing Communications, Social Networking, Advertising, Program Management, Digital Media, Public Relations, Customer Service
Education
Eastern Washington University 2001 — 2006
Bachelor of Arts
Colorado Mesa University 1998 — 1999
inSight Marketing June 2008 - Present
Heritage Oaks Bank July 2010 - July 2012
Martin Resorts, Inc 2009 - August 2010
Stanton Chase International January 2008 - July 2008
Deragon Executive Search April 2007 - July 2008
Skills
Marketing, Project Management, Email Marketing, Graphic Design, Marketing Strategy, Social Media Marketing, Newsletters, Business Development, Banking, Marketing Communications, Social Networking, Advertising, Program Management, Digital Media, Public Relations, Customer Service
Education
Eastern Washington University 2001 — 2006
Bachelor of Arts
Colorado Mesa University 1998 — 1999
Stephen Cairns's Heritage Oaks Bank Experience March 2006 - May 2009
Job Vice President, Business Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Rabobank 2010 - 2013
Cru June 2009 - July 2011
Heritage Oaks Bank March 2006 - May 2009
Skills
Commercial Banking, Account Management, SaaS, Banking, Business Analysis, New Business Development, Financial Analysis, Financial Risk, Strategic Financial..., Risk Management, Mergers & Acquisitions, Portfolio Management, Cash Management, Financial Services, Lines Of Credit, Credit Cards, Credit, SBA, Treasury Management, Commercial Lending, Credit Analysis, Credit Risk, Real Estate, Asset Based Lending, Cash Flow, Valuation, Management Consulting, Business Planning, FX Options, Loans
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor's degree, Finance, General
JPMorgan Chase 2013 - Present
Rabobank 2010 - 2013
Cru June 2009 - July 2011
Heritage Oaks Bank March 2006 - May 2009
Skills
Commercial Banking, Account Management, SaaS, Banking, Business Analysis, New Business Development, Financial Analysis, Financial Risk, Strategic Financial..., Risk Management, Mergers & Acquisitions, Portfolio Management, Cash Management, Financial Services, Lines Of Credit, Credit Cards, Credit, SBA, Treasury Management, Commercial Lending, Credit Analysis, Credit Risk, Real Estate, Asset Based Lending, Cash Flow, Valuation, Management Consulting, Business Planning, FX Options, Loans
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor's degree, Finance, General
Helena Berardi Helena Berardi's Heritage Oaks Bank Experience March 2005 - January 2015
Job Senior Client Relationship Manager actively seeking new opportunity
Industry Banking
Experience
Heritage Oaks Bank March 2005 - January 2015
Mid-State Bank & Trust March 1986 - February 2006
Skills
Team Building, Credit, Banking, Loans, Budgeting, Coaching, Customer Relations, Customer Service, Negotiation, Problem Solving, Sales Management, New Business Development, Financial Reporting, Budgets, Microsoft Excel, Outstanding..., Business Development, Finance, CRM, Commercial Banking, Small Business Lending, Credit Analysis, Cash Management, Loan Origination, Risk Management, Mortgage Banking, Consumer Lending, Lines Of Credit, Management, Investments, Credit Risk, Relationship Management, Retail Banking, Refinance, Strategic Financial..., Bank Secrecy Act, Private Banking, Cross Selling, Residential Mortgages, Financial Services, Marketing, Sales
Education
Cuesta College 1990 — 1991
Heritage Oaks Bank March 2005 - January 2015
Mid-State Bank & Trust March 1986 - February 2006
Skills
Team Building, Credit, Banking, Loans, Budgeting, Coaching, Customer Relations, Customer Service, Negotiation, Problem Solving, Sales Management, New Business Development, Financial Reporting, Budgets, Microsoft Excel, Outstanding..., Business Development, Finance, CRM, Commercial Banking, Small Business Lending, Credit Analysis, Cash Management, Loan Origination, Risk Management, Mortgage Banking, Consumer Lending, Lines Of Credit, Management, Investments, Credit Risk, Relationship Management, Retail Banking, Refinance, Strategic Financial..., Bank Secrecy Act, Private Banking, Cross Selling, Residential Mortgages, Financial Services, Marketing, Sales
Education
Cuesta College 1990 — 1991
Sara J Smith, CAMS Sara J Smith, CAMS's Heritage Oaks Bank Experience November 2003 - September 2013
Job Vice President, BSA Officer at Founders Community Bank
Industry Banking
Experience
Founders Community Bank January 2015 - Present
First Republic Bank September 2013 - January 2015
Heritage Oaks Bank November 2003 - September 2013
Laurus College June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Business Analysis, Risk Management, Software Documentation, Coaching, Data Analysis, Project Planning, Bank Secrecy Act, Banking, Access, Process Improvement, Credit, Team Building, Financial Analysis, Retail Banking, Windows 7, USA PATRIOT Act, AML, OFAC, Training, Financial Services, Financial Regulation, Anti Money Laundering, Commercial Banking, Strategic Planning, Operations Management, Due Diligence, Project Management, Budgets, Finance, Fraud, KYC
Education
Columbia College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2009 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Founders Community Bank January 2015 - Present
First Republic Bank September 2013 - January 2015
Heritage Oaks Bank November 2003 - September 2013
Laurus College June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Business Analysis, Risk Management, Software Documentation, Coaching, Data Analysis, Project Planning, Bank Secrecy Act, Banking, Access, Process Improvement, Credit, Team Building, Financial Analysis, Retail Banking, Windows 7, USA PATRIOT Act, AML, OFAC, Training, Financial Services, Financial Regulation, Anti Money Laundering, Commercial Banking, Strategic Planning, Operations Management, Due Diligence, Project Management, Budgets, Finance, Fraud, KYC
Education
Columbia College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2009 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Alex Chino's Heritage Oaks Bank Experience July 2015 - Present
Job Credit Analyst Intern at Heritage Oaks Bank
Industry Financial Services
Experience
Heritage Oaks Bank July 2015 - Present
Moonstone Grill July 2014 - September 2014
PastaLuego June 2014 - September 2014
PastaLuego June 2013 - September 2013
Cal Poly Orientation Programs April 2013 - September 2013
Skills
Teamwork, Event Planning, Time Management, Social Networking, SAS programming, Business Statistics, Regression Analysis, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Leadership, Sports, Retail, Facebook, Microsoft Excel, Access Database
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Minor: Statistics
Universidad Pablo de Olavide
International Business
Heritage Oaks Bank July 2015 - Present
Moonstone Grill July 2014 - September 2014
PastaLuego June 2014 - September 2014
PastaLuego June 2013 - September 2013
Cal Poly Orientation Programs April 2013 - September 2013
Skills
Teamwork, Event Planning, Time Management, Social Networking, SAS programming, Business Statistics, Regression Analysis, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Research, Leadership, Sports, Retail, Facebook, Microsoft Excel, Access Database
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Minor: Statistics
Universidad Pablo de Olavide
International Business
Paul Cook, MBA Paul Cook, MBA's Heritage Oaks Bank Experience January 2014 - June 2015
Job SVP / CIO at CoastHills Credit Union
Industry Financial Services
Experience
Coast Hills Credit Union June 2015 - Present
Heritage Oaks Bank January 2014 - June 2015
Los Alamos National Bank April 2011 - January 2014
Pioneer Federal Credit Union January 2007 - April 2011
Panhandle State Bank January 2005 - November 2006
Intermountain Community Bank 2005 - 2006
Cache County January 2003 - March 2005
Spectrum Services January 1994 - January 2005
Providence City Council January 1992 - January 1996
US House of Representatives January 1985 - April 1986
Skills
Contract Negotiation, Compliance, Banking, Negotiation, Risk Management, Continuous Improvement, Integration, Budgets, Project Planning, Management, Leadership, Vendor Management, Process Improvement, Project Management, Data Center, Customer Service, Software Documentation, System Administration, Entrepreneurship, Disaster Recovery, Accounting, Information Technology, Outsourcing, Team Building, Program Management, Analysis, IT Operations, Start-ups, IT Management, Business Analysis, Consulting, IT Strategy, Business Intelligence, Security, Business Process..., Business Continuity, Governance, CRM, Strategic Planning, Project Portfolio..., Executive Management, Strategy
Education
Brigham Young University 2008 — 2010
EMBA
Utah State University 1988 — 1992
Bachelor of Science
San Mateo High School
Coast Hills Credit Union June 2015 - Present
Heritage Oaks Bank January 2014 - June 2015
Los Alamos National Bank April 2011 - January 2014
Pioneer Federal Credit Union January 2007 - April 2011
Panhandle State Bank January 2005 - November 2006
Intermountain Community Bank 2005 - 2006
Cache County January 2003 - March 2005
Spectrum Services January 1994 - January 2005
Providence City Council January 1992 - January 1996
US House of Representatives January 1985 - April 1986
Skills
Contract Negotiation, Compliance, Banking, Negotiation, Risk Management, Continuous Improvement, Integration, Budgets, Project Planning, Management, Leadership, Vendor Management, Process Improvement, Project Management, Data Center, Customer Service, Software Documentation, System Administration, Entrepreneurship, Disaster Recovery, Accounting, Information Technology, Outsourcing, Team Building, Program Management, Analysis, IT Operations, Start-ups, IT Management, Business Analysis, Consulting, IT Strategy, Business Intelligence, Security, Business Process..., Business Continuity, Governance, CRM, Strategic Planning, Project Portfolio..., Executive Management, Strategy
Education
Brigham Young University 2008 — 2010
EMBA
Utah State University 1988 — 1992
Bachelor of Science
San Mateo High School
Simone Lagomarsino Simone Lagomarsino's Heritage Oaks Bank Experience September 2011 - Present
Job Community Banker and Local Business Supporter
Industry Financial Services
Experience
Heritage Oaks Bank September 2011 - Present
SL Investments 2009 - September 2011
Kinecta Federal Credit Union 2006 - 2009
First Federal Bank of California 2006 - 2006
Metrocities Mortgage 2005 - 2006
Countrywide Bank 2004 - 2005
Hawthorne Savings 1999 - 2004
Skills
Mortgage Banking, Finance, Refinance, Loans, Mortgage Lending, Underwriting, Credit Analysis, Credit, Commercial Lending, Banking, Risk Management, Small Business Lending, Consumer Lending, Portfolio Management, Credit Unions, Financial Analysis, Foreclosures, Loan Origination, Commercial Banking, FHA, Investments, USDA, Construction Loans, Executive Management, Retail Banking, Mergers & Acquisitions, Financial Services, Real Estate, Lines Of Credit, Funding, Cash Management, Loss Mitigation, Real Estate Financing, Credit Risk, Real Estate Economics, Due Diligence, Residential Mortgages, Treasury Management, Financial Structuring, Bank Secrecy Act, Commercial Mortgages, VA loans, Valuation, Asset Based Lending, Mortgage Underwriting, FHA financing, Loan Servicing, Commercial Real Estate, Asset Management, Financial Institutions
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1987 — 1991
Master of Business Administration (MBA), Finance, General
Heritage Oaks Bank September 2011 - Present
SL Investments 2009 - September 2011
Kinecta Federal Credit Union 2006 - 2009
First Federal Bank of California 2006 - 2006
Metrocities Mortgage 2005 - 2006
Countrywide Bank 2004 - 2005
Hawthorne Savings 1999 - 2004
Skills
Mortgage Banking, Finance, Refinance, Loans, Mortgage Lending, Underwriting, Credit Analysis, Credit, Commercial Lending, Banking, Risk Management, Small Business Lending, Consumer Lending, Portfolio Management, Credit Unions, Financial Analysis, Foreclosures, Loan Origination, Commercial Banking, FHA, Investments, USDA, Construction Loans, Executive Management, Retail Banking, Mergers & Acquisitions, Financial Services, Real Estate, Lines Of Credit, Funding, Cash Management, Loss Mitigation, Real Estate Financing, Credit Risk, Real Estate Economics, Due Diligence, Residential Mortgages, Treasury Management, Financial Structuring, Bank Secrecy Act, Commercial Mortgages, VA loans, Valuation, Asset Based Lending, Mortgage Underwriting, FHA financing, Loan Servicing, Commercial Real Estate, Asset Management, Financial Institutions
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1987 — 1991
Master of Business Administration (MBA), Finance, General
Sarah Scott, J.D., CRCM Sarah Scott, J.D., CRCM's Heritage Oaks Bank Experience November 2008 - January 2011
Job SVP/ Risk Director at Bank of the Sierra
Industry Banking
Experience
Bank of the Sierra January 2011 - Present
Heritage Oaks Bank November 2008 - January 2011
County Bank March 2006 - November 2008
The Jackson State Bank & Trust October 2001 - February 2006
West Publishing/Thomson/Banks Baldwin 1991 - 2001
Skills
Banking, Bank Secrecy Act, Credit, Compliance, Commercial Lending
Education
The University of Akron 1982 — 1985
MBA, Management
The University of Akron
JD, Law
The University of Akron
MA, English
The University of Akron 1975 — 1980
BA, English
Bank of the Sierra January 2011 - Present
Heritage Oaks Bank November 2008 - January 2011
County Bank March 2006 - November 2008
The Jackson State Bank & Trust October 2001 - February 2006
West Publishing/Thomson/Banks Baldwin 1991 - 2001
Skills
Banking, Bank Secrecy Act, Credit, Compliance, Commercial Lending
Education
The University of Akron 1982 — 1985
MBA, Management
The University of Akron
JD, Law
The University of Akron
MA, English
The University of Akron 1975 — 1980
BA, English
Jonathan Aimonetti Jonathan Aimonetti's Heritage Oaks Bank Experience August 2014 - Present
Job Commercial Relationship Manager, AVP at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2014 - Present
Heritage Oaks Bank November 2013 - August 2014
Business First Bank November 2010 - November 2013
Abercrombie & Fitch June 2007 - April 2009
Skills
Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Commercial Banking, Credit Analysis, Commercial Lending, Loans, Credit, Sales, Analysis
Education
Principia College 2003 — 2007
Bachelor of Arts, Business Administration
Roanoke College 2002 — 2002
Heritage Oaks Bank August 2014 - Present
Heritage Oaks Bank November 2013 - August 2014
Business First Bank November 2010 - November 2013
Abercrombie & Fitch June 2007 - April 2009
Skills
Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Commercial Banking, Credit Analysis, Commercial Lending, Loans, Credit, Sales, Analysis
Education
Principia College 2003 — 2007
Bachelor of Arts, Business Administration
Roanoke College 2002 — 2002
Melissa Spangler Melissa Spangler's Heritage Oaks Bank Experience November 2010 - Present
Job Branch Manager Assistant Vice President at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank November 2010 - Present
Heritage Oaks Bank August 2013 - November 2014
Sesloc Federal Credit Union July 2007 - October 2010
Education
Cuesta College 1998 — 2001
Supervisory and Management Academy Certificate, Business Administration and Management, General
Heritage Oaks Bank November 2010 - Present
Heritage Oaks Bank August 2013 - November 2014
Sesloc Federal Credit Union July 2007 - October 2010
Education
Cuesta College 1998 — 2001
Supervisory and Management Academy Certificate, Business Administration and Management, General
Alyssa Houtby's Heritage Oaks Bank Experience November 2009 - June 2011
Job Director of Public Affairs at California Citrus Mutual
Industry Food Production
Experience
California Citrus Mutual December 2011 - Present
Nationwide Agribusiness June 2011 - December 2011
Heritage Oaks Bank November 2009 - June 2011
Skills
Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Strategic Planning, Facebook, Team Building, Social Media, Research, Leadership, Press Releases, Finance, Marketing Communications, Social Networking, Public Relations, Agriculture, Social Media Marketing, Marketing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Agricultural Business
California Citrus Mutual December 2011 - Present
Nationwide Agribusiness June 2011 - December 2011
Heritage Oaks Bank November 2009 - June 2011
Skills
Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Strategic Planning, Facebook, Team Building, Social Media, Research, Leadership, Press Releases, Finance, Marketing Communications, Social Networking, Public Relations, Agriculture, Social Media Marketing, Marketing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Agricultural Business
Scott Hanning Scott Hanning's Heritage Oaks Bank Experience June 2015 - Present
Job Expert Communicator and Storyteller
Industry Public Relations and Communications
Experience
Heritage Oaks Bank June 2015 - Present
Cuesta College January 2015 - Present
Heritage Oaks Bank February 2014 - June 2015
Heritage Oaks Bank August 2012 - February 2014
Barnett Cox & Associates May 2012 - August 2012
Verizon October 2005 - April 2012
Verizon June 2002 - October 2005
Harcourt June 1994 - August 2001
Houghton Mifflin Harcourt June 1992 - June 1994
Skills
Writing Skills, Social Media, Crisis Management, Corporate Communications, Editing, Writing, Social Networking, Marketing Communications, Integrated Marketing, Management, Internal Communications, Facebook, Content Management, Public Relations, Social Media Marketing, Contract Negotiation, Advertising, Media Relations, Marketing Strategy, Event Management, Event Planning, Crisis Communications, Copywriting, Newsletters, Corporate Branding, Copy Editing, Speech Writing, Online Marketing, Marketing, Market Research, Press Releases, Strategic Communications, Blogging, Leadership, Public Speaking, Email Marketing
Education
Emerson College 2009 — 2011
MA, Communication Management
University of North Texas 1986 — 1990
BFA, Art History
Heritage Oaks Bank June 2015 - Present
Cuesta College January 2015 - Present
Heritage Oaks Bank February 2014 - June 2015
Heritage Oaks Bank August 2012 - February 2014
Barnett Cox & Associates May 2012 - August 2012
Verizon October 2005 - April 2012
Verizon June 2002 - October 2005
Harcourt June 1994 - August 2001
Houghton Mifflin Harcourt June 1992 - June 1994
Skills
Writing Skills, Social Media, Crisis Management, Corporate Communications, Editing, Writing, Social Networking, Marketing Communications, Integrated Marketing, Management, Internal Communications, Facebook, Content Management, Public Relations, Social Media Marketing, Contract Negotiation, Advertising, Media Relations, Marketing Strategy, Event Management, Event Planning, Crisis Communications, Copywriting, Newsletters, Corporate Branding, Copy Editing, Speech Writing, Online Marketing, Marketing, Market Research, Press Releases, Strategic Communications, Blogging, Leadership, Public Speaking, Email Marketing
Education
Emerson College 2009 — 2011
MA, Communication Management
University of North Texas 1986 — 1990
BFA, Art History
Chris Colbert Chris Colbert's Heritage Oaks Bank Experience March 2013 - December 2014
Job Experienced Senior Corporate Real Estate Executive, Commercial Real Estate Advisor, Trust Real Estate Manager
Industry Commercial Real Estate
Experience
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Betsy (Fly) Hill Betsy (Fly) Hill's Heritage Oaks Bank Experience October 2000 - July 2002
Job Customer Service at Placer Title Company
Industry Real Estate
Experience
Placer Title Company January 2015 - Present
Betsy Hill September 2013 - January 2014
Chicago Title October 2002 - October 2004
Cuesta Title Co July 2002 - October 2002
Heritage Oaks Bank October 2000 - July 2002
Skills
Research, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Photoshop, PowerPoint, Microsoft Word
Education
Cuesta College 2006 — 2012
Science, History & Literature
Valencia College 1997 — 2000
Associate of Arts (A.A.), General Studies
University of Florida 1996 — 1997
Public Relations
Placer Title Company January 2015 - Present
Betsy Hill September 2013 - January 2014
Chicago Title October 2002 - October 2004
Cuesta Title Co July 2002 - October 2002
Heritage Oaks Bank October 2000 - July 2002
Skills
Research, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Photoshop, PowerPoint, Microsoft Word
Education
Cuesta College 2006 — 2012
Science, History & Literature
Valencia College 1997 — 2000
Associate of Arts (A.A.), General Studies
University of Florida 1996 — 1997
Public Relations
Brittany Stark's Heritage Oaks Bank Experience December 2014 - April 2015
Job Preferred Banker, First Republic Bank
Industry Banking
Experience
First Republic Bank April 2015 - Present
Heritage Oaks Bank December 2014 - April 2015
Golden 1 Credit Union October 2012 - November 2014
SBCC September 2013 - September 2014
Elephant Bar Restaurant June 2008 - November 2013
Skills
Management, Banking, Customer Service, Sales, Leadership, Finance, Credit
Education
Santa Barbara City College
Associate of Arts and Sciences (AAS), Mathematics
First Republic Bank April 2015 - Present
Heritage Oaks Bank December 2014 - April 2015
Golden 1 Credit Union October 2012 - November 2014
SBCC September 2013 - September 2014
Elephant Bar Restaurant June 2008 - November 2013
Skills
Management, Banking, Customer Service, Sales, Leadership, Finance, Credit
Education
Santa Barbara City College
Associate of Arts and Sciences (AAS), Mathematics
Robert Swensson Robert Swensson's Heritage Oaks Bank Experience June 2006 - Present
Job Projects and Systems Administrator at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank June 2006 - Present
Skills
Security, Banking, Financial Analysis, Risk Management, Microsoft Office, Customer Service, Project Management, Retail Banking
Education
Paso Robles High School 1998 — 2001
Cuesta College
Heritage Oaks Bank June 2006 - Present
Skills
Security, Banking, Financial Analysis, Risk Management, Microsoft Office, Customer Service, Project Management, Retail Banking
Education
Paso Robles High School 1998 — 2001
Cuesta College
Heather L. Sommers-Hanly Heather L. Sommers-Hanly's Heritage Oaks Bank Experience April 2011 - November 2012
Job Business Center Coordinator at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. March 2015 - Present
Guarantee Mortgage September 2013 - February 2014
Medallion Mortgage November 2012 - September 2013
Heritage Oaks Bank April 2011 - November 2012
Skills
Mortgage Lending, First Time Home Buyers, Loans, Investment Properties, Mortgage Banking, FHA, Refinance, Real Estate, Residential Mortgages, VA Loans, Credit, Customer Service, Marketing Strategy
Education
University of California, Santa Barbara 1981 — 1985
Political Science with International Relations and Spanish
Keller Williams Realty, Inc. March 2015 - Present
Guarantee Mortgage September 2013 - February 2014
Medallion Mortgage November 2012 - September 2013
Heritage Oaks Bank April 2011 - November 2012
Skills
Mortgage Lending, First Time Home Buyers, Loans, Investment Properties, Mortgage Banking, FHA, Refinance, Real Estate, Residential Mortgages, VA Loans, Credit, Customer Service, Marketing Strategy
Education
University of California, Santa Barbara 1981 — 1985
Political Science with International Relations and Spanish
Bill Filippin's Heritage Oaks Bank Experience April 2009 - March 2012
Job Executive Vice President at Community West Bank
Industry Banking
Experience
Community West Bank May 2015 - Present
Heritage Oaks Bank (Merged with Mission Community Bank 2/28/2014) March 2014 - May 2015
Mission Community Bank March 2012 - February 2014
Heritage Oaks Bank April 2009 - March 2012
American Perspective Bank May 2007 - April 2009
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Credit Risk, Retail Banking, Mortgage Banking, Cash Management, Lines Of Credit, Financial Analysis, Commercial Mortgages, Finance
Education
Graduate School of Banking @ Madison, WI 2000 — 2002
Banking
Cal Poly San Luis Obispo 1985 — 1988
Bachelor's degree, Agricultural Business and Management
Community West Bank May 2015 - Present
Heritage Oaks Bank (Merged with Mission Community Bank 2/28/2014) March 2014 - May 2015
Mission Community Bank March 2012 - February 2014
Heritage Oaks Bank April 2009 - March 2012
American Perspective Bank May 2007 - April 2009
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Credit Risk, Retail Banking, Mortgage Banking, Cash Management, Lines Of Credit, Financial Analysis, Commercial Mortgages, Finance
Education
Graduate School of Banking @ Madison, WI 2000 — 2002
Banking
Cal Poly San Luis Obispo 1985 — 1988
Bachelor's degree, Agricultural Business and Management
Tamara Flanagan Tamara Flanagan's Heritage Oaks Bank Experience January 2008 - October 2014
Job Student at Brigham Young University Idaho
Industry Health, Wellness and Fitness
Experience
Juice Plus September 2013 - Present
Heritage Oaks Bank January 2008 - October 2014
Skills
Nutrition, Public Speaking, Healthcare, Coaching, Health Education, Event Planning, Marketing, Team Building, Sales, Wellness, Small Business, CPR Certified, Customer Service
Education
Brigham Young University - Idaho 2012 — 2016
Foods, Nutrition, and Related Services
Woodland Community College 1993 — 1997
Associate's degree, General Studies
Juice Plus September 2013 - Present
Heritage Oaks Bank January 2008 - October 2014
Skills
Nutrition, Public Speaking, Healthcare, Coaching, Health Education, Event Planning, Marketing, Team Building, Sales, Wellness, Small Business, CPR Certified, Customer Service
Education
Brigham Young University - Idaho 2012 — 2016
Foods, Nutrition, and Related Services
Woodland Community College 1993 — 1997
Associate's degree, General Studies
Austin Petty Austin Petty's Heritage Oaks Bank Experience March 2014 - Present
Job First Vice President/Commercial Relationship Manager
Industry Banking
Experience
Heritage Oaks Bank March 2014 - Present
Mission Community Bank April 2012 - February 2014
Heritage Oaks Bank January 2007 - April 2012
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Agribusiness/Finance and Appraisal
Heritage Oaks Bank March 2014 - Present
Mission Community Bank April 2012 - February 2014
Heritage Oaks Bank January 2007 - April 2012
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Agribusiness/Finance and Appraisal
Lisa Satterfield Lisa Satterfield's Heritage Oaks Bank Experience March 2006 - July 2008
Job Founder & CEO at Authentic American Ware
Industry Retail
Experience
Authentic American Ware December 2011 - Present
Santa Cruz Biotechnology Inc October 2008 - Present
Heritage Oaks Bank March 2006 - July 2008
The Davis Touch August 1994 - November 1999
The Davis Touch April 1991 - August 1994
Broder Bros., Co. June 1989 - April 1991
Skills
E-commerce, Entrepreneurship, Retail, Social Media Marketing, Mailing List Management, Marketing Communications, Corporate Branding, Brand Implementation, Project Management, Events Coordination, Brand Development, Email Marketing, Sales, Marketing Strategy, Online Marketing, Social Networking, Advertising, Product Marketing, Marketing, Direct Mail, Social Media
Education
MSCS - Mission Community Services Corp
Vision to Venture Graduate, Entrepreneurial Program
Cal Poly San Luis Obispo
Bachelor of Applied Science (B.A.Sc.), Business Administration/Marketing
cuesta
Authentic American Ware December 2011 - Present
Santa Cruz Biotechnology Inc October 2008 - Present
Heritage Oaks Bank March 2006 - July 2008
The Davis Touch August 1994 - November 1999
The Davis Touch April 1991 - August 1994
Broder Bros., Co. June 1989 - April 1991
Skills
E-commerce, Entrepreneurship, Retail, Social Media Marketing, Mailing List Management, Marketing Communications, Corporate Branding, Brand Implementation, Project Management, Events Coordination, Brand Development, Email Marketing, Sales, Marketing Strategy, Online Marketing, Social Networking, Advertising, Product Marketing, Marketing, Direct Mail, Social Media
Education
MSCS - Mission Community Services Corp
Vision to Venture Graduate, Entrepreneurial Program
Cal Poly San Luis Obispo
Bachelor of Applied Science (B.A.Sc.), Business Administration/Marketing
cuesta
Brian Bryce Brian Bryce's Heritage Oaks Bank Experience January 2012 - July 2013
Job Staff ISA Supervisor
Industry Information Technology and Services
Experience
State of California July 2013 - Present
Heritage Oaks Bank January 2012 - July 2013
Central Coast Seafood March 2007 - February 2011
Skills
Computer Hardware, Networking, Active Directory, XP, Laptops, Windows 7, Microsoft Excel, microsoft word, Project Management, Problem Solving, People Skills, Team Building, PowerPoint, Microsoft Office, Windows XP, Computer Building, Computer Repair, Wireless Networking, Smartphones, Employee Relations, Laptop Repair, Group Policy, Software Installation, Software, Windows Server, Microsoft SQL Server, SCCM, WDS, PXE, Software Documentation, Computer Maintenance, Windows XP Pro, System Administration, Hardware, Remote Desktop, A Certified, Hardware Support, Antivirus, Windows Vista, CompTIA, A+ Certified, Business Continuity, Computer Security, Disaster Recovery, Information Technology, Network Administration, Process Improvement, Servers, Technical Writing, VPN
Education
Laurus College 2011 — 2012
CompTIA IT Certification, Information Technology
State of California July 2013 - Present
Heritage Oaks Bank January 2012 - July 2013
Central Coast Seafood March 2007 - February 2011
Skills
Computer Hardware, Networking, Active Directory, XP, Laptops, Windows 7, Microsoft Excel, microsoft word, Project Management, Problem Solving, People Skills, Team Building, PowerPoint, Microsoft Office, Windows XP, Computer Building, Computer Repair, Wireless Networking, Smartphones, Employee Relations, Laptop Repair, Group Policy, Software Installation, Software, Windows Server, Microsoft SQL Server, SCCM, WDS, PXE, Software Documentation, Computer Maintenance, Windows XP Pro, System Administration, Hardware, Remote Desktop, A Certified, Hardware Support, Antivirus, Windows Vista, CompTIA, A+ Certified, Business Continuity, Computer Security, Disaster Recovery, Information Technology, Network Administration, Process Improvement, Servers, Technical Writing, VPN
Education
Laurus College 2011 — 2012
CompTIA IT Certification, Information Technology
Darren McClellan Darren McClellan's Heritage Oaks Bank Experience March 2013 - March 2015
Job Network Systems Manager at Cal Poly Corporation
Industry Information Technology and Services
Experience
Cal Poly Corporation August 2015 - Present
Cal Poly Corporation March 2015 - August 2015
Heritage Oaks Bank March 2013 - March 2015
Heritage Oaks Bank March 2012 - March 2013
Heritage Oaks Bank March 2008 - March 2012
Heritage Oaks Bank February 2006 - March 2008
Print and Copy Solutions April 2005 - February 2006
SBC Global December 2004 - April 2005
Arescom January 2002 - October 2004
Skills
Banking, Financial Analysis, Cash Management, Risk Management, Computer Hardware, Computer Repair, Computer Security, Computer Graphics, Computer Proficiency, Computer Maintenance, Project Management, Account Management, Operations Management, Change Management, Supervising, Technical Writing, Technical Documentation, Information Technology, Retail Banking, Retail Sales, Web Design, Database Design, User Interface Design, Software Design, Mac OS X, Windows, Photoshop, SharePoint, MS Project, Microsoft Office, Joomla, Internal Communications, Cost Benefit, Business Analysis, Data Analysis, Project Planning, Proposal Writing, Report Writing, FileMaker, iOS development, Mobile Applications, Web Content, Website Development, Troubleshooting, Process Improvement, Business Process..., Business Process, Workflow, Wireless Networking, Mobile Internet
Education
Chabot College 2001 — 2002
Ohlone College 2000 — 2001
Cal Poly Corporation August 2015 - Present
Cal Poly Corporation March 2015 - August 2015
Heritage Oaks Bank March 2013 - March 2015
Heritage Oaks Bank March 2012 - March 2013
Heritage Oaks Bank March 2008 - March 2012
Heritage Oaks Bank February 2006 - March 2008
Print and Copy Solutions April 2005 - February 2006
SBC Global December 2004 - April 2005
Arescom January 2002 - October 2004
Skills
Banking, Financial Analysis, Cash Management, Risk Management, Computer Hardware, Computer Repair, Computer Security, Computer Graphics, Computer Proficiency, Computer Maintenance, Project Management, Account Management, Operations Management, Change Management, Supervising, Technical Writing, Technical Documentation, Information Technology, Retail Banking, Retail Sales, Web Design, Database Design, User Interface Design, Software Design, Mac OS X, Windows, Photoshop, SharePoint, MS Project, Microsoft Office, Joomla, Internal Communications, Cost Benefit, Business Analysis, Data Analysis, Project Planning, Proposal Writing, Report Writing, FileMaker, iOS development, Mobile Applications, Web Content, Website Development, Troubleshooting, Process Improvement, Business Process..., Business Process, Workflow, Wireless Networking, Mobile Internet
Education
Chabot College 2001 — 2002
Ohlone College 2000 — 2001
Gerry Lozon Gerry Lozon's Heritage Oaks Bank Experience June 2005 - February 2006
Job Technical Support Specialist
Industry Transportation/Trucking/Railroad
Experience
Fleet Management Solutions August 2011 - September 2013
DHS / TSA February 2004 - May 2012
Mission Community Bank February 2006 - April 2008
Heritage Oaks Bank June 2005 - February 2006
BellSouth Business April 1999 - October 1999
Vencor Corporation March 1998 - April 1999
Bechtel January 1992 - January 1998
BPR-Bechtel July 1992 - July 1993
Skills
Voice Acting, Healthcare IT, IT Service Management, Public Speaking, Networking, Team Building, Microsoft Office, Negotiation, Hardware, Team Leadership, Program Management, Change Management, Fundraising, Strategic Planning, Data Analysis, Sales Management, Project Management, Leadership, Computer Hardware, Troubleshooting, Microsoft Word, Technical Support, Process Improvement, Coaching, Budgets, Public Relations, Windows, Telecommunications, Sales, Management, Social Media, PowerPoint, Research, Social Networking, Healthcare Information..., Account Management, Project Planning, Contract Negotiation, Integration, System Administration, New Business Development, Business Strategy, Microsoft Excel, Analysis, Recruiting, Servers, Training, Security, Business Development, Administration
Education
Sullivan University 1998 — 2000
MBA, Business
University of Southern California - Marshall School of Business 1980 — 1984
BS, Entrepreneurship
Fleet Management Solutions August 2011 - September 2013
DHS / TSA February 2004 - May 2012
Mission Community Bank February 2006 - April 2008
Heritage Oaks Bank June 2005 - February 2006
BellSouth Business April 1999 - October 1999
Vencor Corporation March 1998 - April 1999
Bechtel January 1992 - January 1998
BPR-Bechtel July 1992 - July 1993
Skills
Voice Acting, Healthcare IT, IT Service Management, Public Speaking, Networking, Team Building, Microsoft Office, Negotiation, Hardware, Team Leadership, Program Management, Change Management, Fundraising, Strategic Planning, Data Analysis, Sales Management, Project Management, Leadership, Computer Hardware, Troubleshooting, Microsoft Word, Technical Support, Process Improvement, Coaching, Budgets, Public Relations, Windows, Telecommunications, Sales, Management, Social Media, PowerPoint, Research, Social Networking, Healthcare Information..., Account Management, Project Planning, Contract Negotiation, Integration, System Administration, New Business Development, Business Strategy, Microsoft Excel, Analysis, Recruiting, Servers, Training, Security, Business Development, Administration
Education
Sullivan University 1998 — 2000
MBA, Business
University of Southern California - Marshall School of Business 1980 — 1984
BS, Entrepreneurship
Mitch Massey's Heritage Oaks Bank Experience March 1998 - April 2012
Job Chief Strategy Officer at Virtual CEO, Inc
Industry Management Consulting
Experience
Virtual CEO, Inc September 2015 - Present
Halsell Builders February 2015 - August 2015
SPOKES October 2013 - October 2014
Director of Development August 2013 - October 2013
Heritage Oaks Bank March 1998 - April 2012
Heritage Oaks Bank March 1998 - April 2012
FOX-TV January 2008 - December 2011
KSBY (NBC) TV January 2005 - January 2007
Copeland Sports August 1997 - January 1998
KTVU-TV February 1997 - July 1997
Skills
Marketing Event Planning, Media Relations, Sales Management, Public Relations, Corporate Communications, Cultural Awareness, Media Buying, Marketing Budget..., Strategic Planning, Corporate Branding, Marketing Strategy, Website Development, Public Speaking, Event Planning, Market Research, Business Development, Sales, Leadership, Marketing, Advertising, Strategy, Fundraising, Social Media Marketing, Broadcast, Marketing Communications, Retail, Social Networking, Email Marketing, Television, Event Management, Project Planning, Social Media, Team Building, Nonprofits, Management, Coaching, Facebook, Account Management, Online Marketing, Budgets, Business Strategy, Banking, Selling, Online Advertising, Sports
Education
University of Southern California 1979 — 1982
Journalism/Communications
American Bankers Association School of Bank Marketing 2006 — 2010
Menlo Junior College 1978 — 1979
Crededation
Newport Harbor High School 1974 — 1977
GED
Virtual CEO, Inc September 2015 - Present
Halsell Builders February 2015 - August 2015
SPOKES October 2013 - October 2014
Director of Development August 2013 - October 2013
Heritage Oaks Bank March 1998 - April 2012
Heritage Oaks Bank March 1998 - April 2012
FOX-TV January 2008 - December 2011
KSBY (NBC) TV January 2005 - January 2007
Copeland Sports August 1997 - January 1998
KTVU-TV February 1997 - July 1997
Skills
Marketing Event Planning, Media Relations, Sales Management, Public Relations, Corporate Communications, Cultural Awareness, Media Buying, Marketing Budget..., Strategic Planning, Corporate Branding, Marketing Strategy, Website Development, Public Speaking, Event Planning, Market Research, Business Development, Sales, Leadership, Marketing, Advertising, Strategy, Fundraising, Social Media Marketing, Broadcast, Marketing Communications, Retail, Social Networking, Email Marketing, Television, Event Management, Project Planning, Social Media, Team Building, Nonprofits, Management, Coaching, Facebook, Account Management, Online Marketing, Budgets, Business Strategy, Banking, Selling, Online Advertising, Sports
Education
University of Southern California 1979 — 1982
Journalism/Communications
American Bankers Association School of Bank Marketing 2006 — 2010
Menlo Junior College 1978 — 1979
Crededation
Newport Harbor High School 1974 — 1977
GED
Stephanie Luken Stephanie Luken's Heritage Oaks Bank Experience April 2007 - March 2012
Job Self Employed
Industry Accounting
Experience
Dr. Revesz Family Practice July 2015 - Present
RSL Outlets October 2012 - December 2013
n/a-freelance October 2012 - September 2013
Estrella Consulting 2011 - 2013
Heritage Oaks Bank April 2007 - March 2012
Skills
Customer Service, Microsoft Office, Teamwork, Time Management, Outlook, Microsoft Word, Problem Solving, Bookkeeping, Accounting, Sales, Financial Statements, Management, Banking, Team Building, Retail Banking, Leadership
Education
Santa Barbara Business College 1981 — 1982
Accounting and Business/Management
Dr. Revesz Family Practice July 2015 - Present
RSL Outlets October 2012 - December 2013
n/a-freelance October 2012 - September 2013
Estrella Consulting 2011 - 2013
Heritage Oaks Bank April 2007 - March 2012
Skills
Customer Service, Microsoft Office, Teamwork, Time Management, Outlook, Microsoft Word, Problem Solving, Bookkeeping, Accounting, Sales, Financial Statements, Management, Banking, Team Building, Retail Banking, Leadership
Education
Santa Barbara Business College 1981 — 1982
Accounting and Business/Management
Suzette Girouard's Heritage Oaks Bank Experience January 2013 - Present
Job Special Assets Portfolio Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust September 2004 - December 2012
Franklin Mint Federal Credit Union September 1994 - August 2004
Glendale Federal Bank 1987 - 1994
Skills
Solid computer skills, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Lines Of Credit, Underwriting, Loan Origination, Finance, Portfolio Management, Commercial Real Estate, Real Estate, Private Banking, Credit Risk, Financial Structuring, Management, Risk Management, Financial Analysis, Retail Banking, Refinance, Cross Selling, Cash Flow Lending, Analysis
Education
California State University-Fresno 1990 — 1993
Post-Baccalaureate Accounting Program, Accounting
California State University-Fresno 1980 — 1986
Bachelor of Science (BS), Viticulture and Agricultural Business
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust September 2004 - December 2012
Franklin Mint Federal Credit Union September 1994 - August 2004
Glendale Federal Bank 1987 - 1994
Skills
Solid computer skills, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Lines Of Credit, Underwriting, Loan Origination, Finance, Portfolio Management, Commercial Real Estate, Real Estate, Private Banking, Credit Risk, Financial Structuring, Management, Risk Management, Financial Analysis, Retail Banking, Refinance, Cross Selling, Cash Flow Lending, Analysis
Education
California State University-Fresno 1990 — 1993
Post-Baccalaureate Accounting Program, Accounting
California State University-Fresno 1980 — 1986
Bachelor of Science (BS), Viticulture and Agricultural Business
Katie Hamblin's Heritage Oaks Bank Experience September 2009 - Present
Job Portfolio Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank September 2009 - Present
Heritage Oaks Bank October 2005 - September 2009
enterprise rent a car 2004 - 2005
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Heritage Oaks Bank September 2009 - Present
Heritage Oaks Bank October 2005 - September 2009
enterprise rent a car 2004 - 2005
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Jamison Carnevali's Heritage Oaks Bank Experience July 2008 - January 2012
Job Consultant with CenCoast Technology & Media
Industry Information Technology and Services
Experience
CenCoast Media January 2015 - Present
CenCoast Productions & Media January 2009 - Present
RHC 2012 - 2015
RHC 2012 - 2015
Heritage Oaks Bank July 2008 - January 2012
Tektegrity June 2007 - June 2008
Skills
Video Production, Video Editing, Website Development, Web Design, Photography, Online Video Marketing, Small Business Online..., Social Media, Web Marketing, Photoshop, Project Management, Video Marketing, Online Marketing, SEO, Web Analytics, Customer Service, Social Media Marketing, Team Building, Blog Marketing, E-commerce, Mobile Marketing, Blogging, Email Marketing, Google Analytics, Online Advertising, Strategic Planning, Online Reputation..., Wordpress, Video, Social Networking, Marketing Strategy, Marketing Communications, Management, Training, Strategy
Education
Cuesta College 2002 — 2004
General Business
CenCoast Media January 2015 - Present
CenCoast Productions & Media January 2009 - Present
RHC 2012 - 2015
RHC 2012 - 2015
Heritage Oaks Bank July 2008 - January 2012
Tektegrity June 2007 - June 2008
Skills
Video Production, Video Editing, Website Development, Web Design, Photography, Online Video Marketing, Small Business Online..., Social Media, Web Marketing, Photoshop, Project Management, Video Marketing, Online Marketing, SEO, Web Analytics, Customer Service, Social Media Marketing, Team Building, Blog Marketing, E-commerce, Mobile Marketing, Blogging, Email Marketing, Google Analytics, Online Advertising, Strategic Planning, Online Reputation..., Wordpress, Video, Social Networking, Marketing Strategy, Marketing Communications, Management, Training, Strategy
Education
Cuesta College 2002 — 2004
General Business
Bill Schack's Heritage Oaks Bank Experience June 2013 - Present
Job Executive Vice President / Chief Credit Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank June 2013 - Present
First California Bank December 2005 - May 2013
Imperial Capital Bank 2001 - 2005
First Bank of Beverly Hills 1997 - 2001
First Los Angeles Bank / San Paolo U.S. Holding Company 1995 - 1997
Western Federal Savings 1990 - 1995
Office of Thrift Supervision 1986 - 1990
Crocker National Bank 1984 - 1986
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Real Estate and Finance
University of California, Los Angeles 1979 — 1984
Bachelor of Science, Economics/System Science
Heritage Oaks Bank June 2013 - Present
First California Bank December 2005 - May 2013
Imperial Capital Bank 2001 - 2005
First Bank of Beverly Hills 1997 - 2001
First Los Angeles Bank / San Paolo U.S. Holding Company 1995 - 1997
Western Federal Savings 1990 - 1995
Office of Thrift Supervision 1986 - 1990
Crocker National Bank 1984 - 1986
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Real Estate and Finance
University of California, Los Angeles 1979 — 1984
Bachelor of Science, Economics/System Science
Kristin Kearns's Heritage Oaks Bank Experience August 2005 - Present
Job Vice President, Branch Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Faye Lundberg's Heritage Oaks Bank Experience February 2008 - July 2009
Job Communications, Business Development, Project Management, Event Planning
Industry Public Relations and Communications
Experience
State Farm April 2015 - Present
Tenet Healthcare July 2009 - June 2013
Twin Cities Community Hospital July 2009 - January 2011
Heritage Oaks Bank February 2008 - July 2009
Heritage Oaks Bank January 2008 - July 2009
MedExcel, USA 2006 - 2007
Skills
Social Media Marketing, Marketing Strategy, Team Building, Public Relations, Marketing, Public Speaking, Customer Service, Social Media, Marketing Communications, Hospitals, Event Planning, Strategic Planning, Microsoft Office, Budgets, Advertising, Sales, PowerPoint, Microsoft Excel, Account Management, Coaching, Project Management, Sales Management, Event Management, Time Management, Facebook, Microsoft Word, Social Networking, Management, Press Releases, Process Improvement, Leadership, Project Planning, Editing, Media Relations, Business Development, Recruiting, New Business Development, Healthcare, Outlook
Education
Mount Saint Mary College 2000 — 2003
Bachelors, Public Relations, Advertising, and Applied Communication; English
State Farm April 2015 - Present
Tenet Healthcare July 2009 - June 2013
Twin Cities Community Hospital July 2009 - January 2011
Heritage Oaks Bank February 2008 - July 2009
Heritage Oaks Bank January 2008 - July 2009
MedExcel, USA 2006 - 2007
Skills
Social Media Marketing, Marketing Strategy, Team Building, Public Relations, Marketing, Public Speaking, Customer Service, Social Media, Marketing Communications, Hospitals, Event Planning, Strategic Planning, Microsoft Office, Budgets, Advertising, Sales, PowerPoint, Microsoft Excel, Account Management, Coaching, Project Management, Sales Management, Event Management, Time Management, Facebook, Microsoft Word, Social Networking, Management, Press Releases, Process Improvement, Leadership, Project Planning, Editing, Media Relations, Business Development, Recruiting, New Business Development, Healthcare, Outlook
Education
Mount Saint Mary College 2000 — 2003
Bachelors, Public Relations, Advertising, and Applied Communication; English
Eric Cota's Heritage Oaks Bank Experience January 2013 - December 2013
Job Senior Commercial Underwriter CoastHills Credit Union
Industry Banking
Experience
CoastHills Credit Union June 2014 - Present
Heritage Oaks Bank January 2013 - December 2013
Mission Community Bank 2005 - 2010
University of California, Santa Barbara Early Academic Outreach Program 2001 - 2002
University of California, Berkeley Upward Bound Program 1992 - 2000
University of California, Berkeley Upward Bound Program 1989 - 1992
Skills
Credit, Small Business Lending, Credit Analysis, Small Business, Commercial Banking, Banking, SBA, Loans, Commercial Lending, Commercial Real Estate, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Relationship Management, Underwriting, Construction Loans, Credit Risk, Financial Modeling, Real Estate, Refinance, Risk Management, Strategic Financial...
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
M.B.A., Business Administration
University of California, Berkeley 1987 — 1992
B.A., Applied Mathematics
CoastHills Credit Union June 2014 - Present
Heritage Oaks Bank January 2013 - December 2013
Mission Community Bank 2005 - 2010
University of California, Santa Barbara Early Academic Outreach Program 2001 - 2002
University of California, Berkeley Upward Bound Program 1992 - 2000
University of California, Berkeley Upward Bound Program 1989 - 1992
Skills
Credit, Small Business Lending, Credit Analysis, Small Business, Commercial Banking, Banking, SBA, Loans, Commercial Lending, Commercial Real Estate, Finance, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Relationship Management, Underwriting, Construction Loans, Credit Risk, Financial Modeling, Real Estate, Refinance, Risk Management, Strategic Financial...
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
M.B.A., Business Administration
University of California, Berkeley 1987 — 1992
B.A., Applied Mathematics
Neil Amarante's Heritage Oaks Bank Experience March 2005 - Present
Job Market President, Northern San Luis Obispo County, at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2005 - Present
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Credit, Credit Analysis, Cash Management, Portfolio Management, Credit Risk, Lines Of Credit, Relationship Management, Real Estate
Education
Pacific Coast Banking School 2010 — 2012
Specialized Degree - Banking
Cal Poly San Luis Obispo 1998 — 2002
Bachelor's degree, Agriculture Business - Finance and Appraisal
Heritage Oaks Bank March 2005 - Present
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Credit, Credit Analysis, Cash Management, Portfolio Management, Credit Risk, Lines Of Credit, Relationship Management, Real Estate
Education
Pacific Coast Banking School 2010 — 2012
Specialized Degree - Banking
Cal Poly San Luis Obispo 1998 — 2002
Bachelor's degree, Agriculture Business - Finance and Appraisal
Geri Muller's Heritage Oaks Bank Experience September 2006 - March 2013
Job Custodian of Records
Industry Banking
Experience
Heritage Oaks Bank September 2006 - March 2013
Santa Barbara School Districts September 1988 - June 2010
Pacific Capital Bancorp 1995 - 2006
Skills
Banking, Commercial Banking, Customer Service, Commercial Lending, Team Building, Microsoft Office, Loans, Credit, Credit Analysis, Underwriting, Sales Management, Financial Analysis, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Mortgage Banking, Process Improvement, Loan Origination, Risk Management, Leadership, Retail Banking, Cash Management, Portfolio Management, Private Banking, Bank Secrecy Act, Mergers & Acquisitions, Coaching, Branch Management, Management, Deposits, Internet Banking, Financial Institutions, Relationship Management, Core Banking, Cross Selling, Operational Risk, Branch Banking, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo 1980 — 1983
BS, Business, Human Resources
Heritage Oaks Bank September 2006 - March 2013
Santa Barbara School Districts September 1988 - June 2010
Pacific Capital Bancorp 1995 - 2006
Skills
Banking, Commercial Banking, Customer Service, Commercial Lending, Team Building, Microsoft Office, Loans, Credit, Credit Analysis, Underwriting, Sales Management, Financial Analysis, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Mortgage Banking, Process Improvement, Loan Origination, Risk Management, Leadership, Retail Banking, Cash Management, Portfolio Management, Private Banking, Bank Secrecy Act, Mergers & Acquisitions, Coaching, Branch Management, Management, Deposits, Internet Banking, Financial Institutions, Relationship Management, Core Banking, Cross Selling, Operational Risk, Branch Banking, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo 1980 — 1983
BS, Business, Human Resources
Rusty Watson's Heritage Oaks Bank Experience November 2012 - Present
Job SVP, Director of Product Development & Communications Strategy at Heritage Oaks Bank
Industry Management Consulting
Experience
Heritage Oaks Bank November 2012 - Present
Montecito Bank & Trust July 2011 - October 2012
Rusty Watson Marketing Group October 2009 - July 2011
Affinity Bank March 2007 - October 2009
Pacific Capital Bancorp March 1998 - March 2007
Skills
Marketing Strategy, Strategic Planning, Product Management, Marketing, Management, Leadership, Cross-functional Team..., Competitive Analysis, Market Research, Social Media Marketing, Marketing Management, Project Management
Education
School of Bank Marketing
Graduate
University of California, Santa Barbara
B.A., Political Science & History
Heritage Oaks Bank November 2012 - Present
Montecito Bank & Trust July 2011 - October 2012
Rusty Watson Marketing Group October 2009 - July 2011
Affinity Bank March 2007 - October 2009
Pacific Capital Bancorp March 1998 - March 2007
Skills
Marketing Strategy, Strategic Planning, Product Management, Marketing, Management, Leadership, Cross-functional Team..., Competitive Analysis, Market Research, Social Media Marketing, Marketing Management, Project Management
Education
School of Bank Marketing
Graduate
University of California, Santa Barbara
B.A., Political Science & History
Greg Soo Hoo's Heritage Oaks Bank Experience June 2012 - Present
Job Business Support Analyst at Heritage Oaks Bank
Industry Financial Services
Experience
Heritage Oaks Bank June 2012 - Present
Wells Fargo Bank August 2002 - June 2012
Bradley Video October 1998 - August 2002
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Consumer Lending, Finance, Cash Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Accounting and Financial Management
San Jose State University 2006 — 2009
BS, FInance
Heritage Oaks Bank June 2012 - Present
Wells Fargo Bank August 2002 - June 2012
Bradley Video October 1998 - August 2002
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Consumer Lending, Finance, Cash Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Accounting and Financial Management
San Jose State University 2006 — 2009
BS, FInance
Annette Jorgensen's Heritage Oaks Bank Experience February 2012 - April 2015
Job Vice President / Business Development Officer at American Riviera Bank
Industry Banking
Experience
American Riviera Bank (arbv) May 2015 - Present
Heritage Oaks Bank February 2012 - April 2015
Community West Bank July 1989 - February 2012
Skills
Real Estate, Entrepreneurship, Commercial Lending, Commercial Real Estate, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Credit, Finance, Financial Analysis, Banking, Mortgage Lending, Underwriting, Credit Risk
Education
University of California, Santa Barbara 1983 — 1985
BA, Business Economics
Santa Barbara City College 1980 — 1983
Associate of Arts (A.A.), Economics
American Riviera Bank (arbv) May 2015 - Present
Heritage Oaks Bank February 2012 - April 2015
Community West Bank July 1989 - February 2012
Skills
Real Estate, Entrepreneurship, Commercial Lending, Commercial Real Estate, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Credit, Finance, Financial Analysis, Banking, Mortgage Lending, Underwriting, Credit Risk
Education
University of California, Santa Barbara 1983 — 1985
BA, Business Economics
Santa Barbara City College 1980 — 1983
Associate of Arts (A.A.), Economics
Rob Osterbauer's Heritage Oaks Bank Experience April 2012 - November 2013
Job EVP/Chief Lending Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank April 2012 - November 2013
Rabobank 2005 - April 2012
Moore Stephens Wurth Frazer and Torbet, LLP October 2001 - May 2005
Barbich Longcrier Hooper and King CPAs January 1999 - October 2001
Skills
CPA, Accounting, Loans, Financial Modeling, Financial Analysis, Cash Management, Credit, Credit Analysis, Strategic Financial..., Finance, Banking, Corporate Finance, Credit Risk, Mergers & Acquisitions, Financial Reporting, Due Diligence
Education
Cal Poly San Luis Obispo 1996 — 1998
MBA, Business Administration
UC Santa Barbara 1990 — 1994
BA, Business Economics
Heritage Oaks Bank April 2012 - November 2013
Rabobank 2005 - April 2012
Moore Stephens Wurth Frazer and Torbet, LLP October 2001 - May 2005
Barbich Longcrier Hooper and King CPAs January 1999 - October 2001
Skills
CPA, Accounting, Loans, Financial Modeling, Financial Analysis, Cash Management, Credit, Credit Analysis, Strategic Financial..., Finance, Banking, Corporate Finance, Credit Risk, Mergers & Acquisitions, Financial Reporting, Due Diligence
Education
Cal Poly San Luis Obispo 1996 — 1998
MBA, Business Administration
UC Santa Barbara 1990 — 1994
BA, Business Economics
Greg Chilina's Heritage Oaks Bank Experience July 2013 - April 2014
Job Attorney at Chilina Law Firm, a Professional Corporation
Industry Law Practice
Experience
Chilina Law Firm, a Professional Corporation May 2014 - Present
Heritage Oaks Bank July 2013 - April 2014
Law Office of Gregory J. Chilina 2012 - April 2014
Pacific Western Bank 2012 - July 2013
American Perspective Bank March 2011 - April 2012
Heritage Oaks Bank January 2006 - February 2011
Skills
Banking, Real Estate, Financial Analysis, Estate Planning, Insurance, Business Law, Bankruptcy, Business Formation, Personal Bankruptcy, Corporate Law, Chapter 13 Bankruptcy, Business Litigation, Commercial Real Estate, Real Estate Transactions, Legal Research, Legal Writing, Litigation, Trusts, Commercial Litigation, Mergers
Education
Kaplan University Concord Law School 2006 — 2010
JD, Law
University of Oregon 1991 — 1995
B.S., Economics
Chilina Law Firm, a Professional Corporation May 2014 - Present
Heritage Oaks Bank July 2013 - April 2014
Law Office of Gregory J. Chilina 2012 - April 2014
Pacific Western Bank 2012 - July 2013
American Perspective Bank March 2011 - April 2012
Heritage Oaks Bank January 2006 - February 2011
Skills
Banking, Real Estate, Financial Analysis, Estate Planning, Insurance, Business Law, Bankruptcy, Business Formation, Personal Bankruptcy, Corporate Law, Chapter 13 Bankruptcy, Business Litigation, Commercial Real Estate, Real Estate Transactions, Legal Research, Legal Writing, Litigation, Trusts, Commercial Litigation, Mergers
Education
Kaplan University Concord Law School 2006 — 2010
JD, Law
University of Oregon 1991 — 1995
B.S., Economics
Claudia Villalobos's Heritage Oaks Bank Experience March 2003 - July 2012
Job Relationship Manager
Industry Banking
Experience
CoastHills Credit Union July 2012 - Present
Heritage Oaks Bank March 2003 - July 2012
Bank Of America 2002 - 2003
Skills
Credit, Banking, Customer Service, Mortgage Lending, Cash Management, Consumer Lending, Opening New Accounts, IRAs, Trusts, Retail Banking, Financial Services
Education
Chapman University 2009 — 2010
B.A., Org Leadership
Cuesta College 1999 — 2001
AA, General Studies
CoastHills Credit Union July 2012 - Present
Heritage Oaks Bank March 2003 - July 2012
Bank Of America 2002 - 2003
Skills
Credit, Banking, Customer Service, Mortgage Lending, Cash Management, Consumer Lending, Opening New Accounts, IRAs, Trusts, Retail Banking, Financial Services
Education
Chapman University 2009 — 2010
B.A., Org Leadership
Cuesta College 1999 — 2001
AA, General Studies
Luke Pew's Heritage Oaks Bank Experience March 2012 - March 2014
Job Financial Analyst at Rabobank NA
Industry Financial Services
Experience
Rabobank March 2014 - Present
Heritage Oaks Bank March 2012 - March 2014
SESLOC Federal Credit Union June 2010 - March 2012
Associated Students, Inc September 2007 - June 2010
Skills
Customer Service, Credit, Financial Analysis, Loans, Banking, Real Estate, Management Consulting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Financial Management
San Pasqual High School 2002 — 2006
High School Diploma, General Studies
Rabobank March 2014 - Present
Heritage Oaks Bank March 2012 - March 2014
SESLOC Federal Credit Union June 2010 - March 2012
Associated Students, Inc September 2007 - June 2010
Skills
Customer Service, Credit, Financial Analysis, Loans, Banking, Real Estate, Management Consulting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Financial Management
San Pasqual High School 2002 — 2006
High School Diploma, General Studies
Daniel O'Hare's Heritage Oaks Bank Experience June 2004 - June 2015
Job President and Managing Director at Glenn Burdette
Industry Accounting
Experience
Glenn Burdette January 1989 - Present
Heritage Oaks Bank June 2004 - June 2015
EY July 1985 - December 1988
Skills
Small Business, Tax, Finance, Strategic Planning, CPA, Corporate Tax, Accounting, Income Tax, Tax Preparation, Financial Analysis, Partnership Taxation, Tax Returns, Financial Reporting, Investments, Mergers & Acquisitions, Management Consulting, Start-ups, QuickBooks, Budgets, Financial Accounting, GAAP, Strategic Financial...
Education
University of Notre Dame 1981 — 1985
Bachelor's Degree, Accounting
Glenn Burdette January 1989 - Present
Heritage Oaks Bank June 2004 - June 2015
EY July 1985 - December 1988
Skills
Small Business, Tax, Finance, Strategic Planning, CPA, Corporate Tax, Accounting, Income Tax, Tax Preparation, Financial Analysis, Partnership Taxation, Tax Returns, Financial Reporting, Investments, Mergers & Acquisitions, Management Consulting, Start-ups, QuickBooks, Budgets, Financial Accounting, GAAP, Strategic Financial...
Education
University of Notre Dame 1981 — 1985
Bachelor's Degree, Accounting
Frank G. Manley's Heritage Oaks Bank Experience February 1997 - July 1998
Job President/CEO at PMI Financial
Industry Financial Services
Experience
PMI Financial President/CEOPMI Financial1998 - Present
Heritage Oaks Bank February 1997 - July 1998
Skills
Strategic Planning, Executive Management, Business Strategy, Marketing Strategy, Contract Negotiation, Sales, Business Development, Marketing, Leadership, Management, Start-ups, Account Management, New Business Development, Strategic Partnerships, Strategy
Education
San Francisco State University 1970 — 1973
BA, Journalism
PMI Financial President/CEOPMI Financial1998 - Present
Heritage Oaks Bank February 1997 - July 1998
Skills
Strategic Planning, Executive Management, Business Strategy, Marketing Strategy, Contract Negotiation, Sales, Business Development, Marketing, Leadership, Management, Start-ups, Account Management, New Business Development, Strategic Partnerships, Strategy
Education
San Francisco State University 1970 — 1973
BA, Journalism
Vanessa Brown, EA, CB's Heritage Oaks Bank Experience June 2015 - Present
Job SOX Process Analyst and Tester
Industry Accounting
Experience
Heritage Oaks Bank June 2015 - Present
The McClatchy Company / The Tribune Newspaper / The Cambrian / Sanluisobispo.com February 2013 - August 2014
ResCare October 2012 - February 2013
Straight Down Clothing Co. April 2008 - June 2011
S C Custom Construction, Inc. June 2004 - April 2008
Ernie Ball, Inc. September 2001 - June 2004
Cook Composites and Polymers March 1996 - September 2000
Reichhold January 1995 - March 1996
Skills
Sarbanes-Oxley Act, Income Tax, Auditing, COSO Framework, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Cost Accounting, General Ledger, Financial Statements, Accounting, GAAP, Fixed Assets, Microsoft Excel, Payroll, Financial Analysis, Cash Management, Cash Flow Forecasting, PeopleSoft, Cash Flow, Journal Entries, Year-end Close, Monthly Close, Fixed Asset Management, Depreciation, Job Costing, Accruals, SEC filings, Project Accounting, Collections, Insurance, Letters of Credit, Bill of Materials, Freight Forwarding, Inventory Management, Capital Budgeting, Operating Budgets, Project Estimation, Peachtree, Oracle, Kronos, AS400 system, Mechanics Liens
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
DLIFLC (Defense Language Institute Foreign Language Center)
Vietnamese Language, 3.8
Defense Language Institute
Certificate of Completion, Germanic Languages, Literatures, and Linguistics
Heritage Oaks Bank June 2015 - Present
The McClatchy Company / The Tribune Newspaper / The Cambrian / Sanluisobispo.com February 2013 - August 2014
ResCare October 2012 - February 2013
Straight Down Clothing Co. April 2008 - June 2011
S C Custom Construction, Inc. June 2004 - April 2008
Ernie Ball, Inc. September 2001 - June 2004
Cook Composites and Polymers March 1996 - September 2000
Reichhold January 1995 - March 1996
Skills
Sarbanes-Oxley Act, Income Tax, Auditing, COSO Framework, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Cost Accounting, General Ledger, Financial Statements, Accounting, GAAP, Fixed Assets, Microsoft Excel, Payroll, Financial Analysis, Cash Management, Cash Flow Forecasting, PeopleSoft, Cash Flow, Journal Entries, Year-end Close, Monthly Close, Fixed Asset Management, Depreciation, Job Costing, Accruals, SEC filings, Project Accounting, Collections, Insurance, Letters of Credit, Bill of Materials, Freight Forwarding, Inventory Management, Capital Budgeting, Operating Budgets, Project Estimation, Peachtree, Oracle, Kronos, AS400 system, Mechanics Liens
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
DLIFLC (Defense Language Institute Foreign Language Center)
Vietnamese Language, 3.8
Defense Language Institute
Certificate of Completion, Germanic Languages, Literatures, and Linguistics
Joni Watson's Heritage Oaks Bank Experience June 2006 - November 2011
Job ON Semiconductor
Industry Semiconductors
Experience
ON Semiconductor November 2011 - Present
Heritage Oaks Bank June 2006 - November 2011
Wells Fargo Bank 2001 - 2006
Skills
Succession Planning, Organizational..., Banking, Employee Engagement, Performance Management, Change Management, Strategic Planning, Process Improvement, Human Resources, Six Sigma, Leadership Development, Credit, Commercial Banking, HRIS
Education
California State University-Stanislaus
MBA, Business and Concentration in Human Resource Management
ON Semiconductor November 2011 - Present
Heritage Oaks Bank June 2006 - November 2011
Wells Fargo Bank 2001 - 2006
Skills
Succession Planning, Organizational..., Banking, Employee Engagement, Performance Management, Change Management, Strategic Planning, Process Improvement, Human Resources, Six Sigma, Leadership Development, Credit, Commercial Banking, HRIS
Education
California State University-Stanislaus
MBA, Business and Concentration in Human Resource Management
Stephen Mattesich's Heritage Oaks Bank Experience 2010 - Present
Job Mortgage Operations Vice President Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank 2010 - Present
Home Savings Mortgage 1995 - 2007
Skills
Loan Origination, Due Diligence, Financial Reporting, Commercial Lending, Banking, Credit Analysis, Underwriting, Credit, Management, Mortgage Lending, Loans, FHA, Portfolio Management, Team Building, Accounting, Mortgage Banking, Small Business Lending, Investments, Cash Management, Real Estate Financing, Consumer Lending, Budgets, USDA, Leadership, Refinance, Strategic Planning, Process Improvement, Microsoft Office, Microsoft Excel, Lines Of Credit, Financial Services, Negotiation, Commercial Banking, Microsoft Word, Project Management, Sales Management, Strategic Financial..., Sales, Retail Banking, Financial Analysis, Credit Risk, Relationship Management, Residential Mortgages, First Time Home Buyers, Customer Service, VA loans, Commercial Mortgages, Mergers & Acquisitions, Real Estate, FHA financing
Education
Cal Poly San Luis Obispo 1968 — 1972
Bachelors, Business Administration
Heritage Oaks Bank 2010 - Present
Home Savings Mortgage 1995 - 2007
Skills
Loan Origination, Due Diligence, Financial Reporting, Commercial Lending, Banking, Credit Analysis, Underwriting, Credit, Management, Mortgage Lending, Loans, FHA, Portfolio Management, Team Building, Accounting, Mortgage Banking, Small Business Lending, Investments, Cash Management, Real Estate Financing, Consumer Lending, Budgets, USDA, Leadership, Refinance, Strategic Planning, Process Improvement, Microsoft Office, Microsoft Excel, Lines Of Credit, Financial Services, Negotiation, Commercial Banking, Microsoft Word, Project Management, Sales Management, Strategic Financial..., Sales, Retail Banking, Financial Analysis, Credit Risk, Relationship Management, Residential Mortgages, First Time Home Buyers, Customer Service, VA loans, Commercial Mortgages, Mergers & Acquisitions, Real Estate, FHA financing
Education
Cal Poly San Luis Obispo 1968 — 1972
Bachelors, Business Administration
Jeni White's Heritage Oaks Bank Experience March 2014 - Present
Job Credit Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2014 - Present
Mission Community Bank November 2012 - February 2014
First California Bank February 2011 - November 2012
San Luis Trust Bank June 2009 - February 2011
San Luis Trust Bank August 2006 - June 2009
First Bank of San Luis Obispo October 2001 - September 2006
Education
Cal Poly San Luis Obispo
Heritage Oaks Bank March 2014 - Present
Mission Community Bank November 2012 - February 2014
First California Bank February 2011 - November 2012
San Luis Trust Bank June 2009 - February 2011
San Luis Trust Bank August 2006 - June 2009
First Bank of San Luis Obispo October 2001 - September 2006
Education
Cal Poly San Luis Obispo
Bryon Layes's Heritage Oaks Bank Experience August 2015 - Present
Job First Vice President & Controller at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank July 2014 - Present
Citizens Business Bank December 2012 - July 2014
Pacific Capital Bancorp May 2011 - October 2012
Union Bank February 2011 - April 2011
Heritage Oaks Bank January 2007 - February 2011
Pacific Capital Bancorp July 2006 - December 2006
Skills
Financial Reporting, SEC reporting, Accounting, Purchase Accounting, Accounting Research, Accounting Policy, XBRL, Banking, ALM, Technical Accounting..., 10Q, 10K, Board of Directors..., Regulatory Filings, SEC filings, Corporate Finance, Policy, GAAP, Investments, Finance, Credit, Financial Analysis, Financial Services, Analysis, Loans, SEC Filings, Financial Modeling, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration / Accounting
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank July 2014 - Present
Citizens Business Bank December 2012 - July 2014
Pacific Capital Bancorp May 2011 - October 2012
Union Bank February 2011 - April 2011
Heritage Oaks Bank January 2007 - February 2011
Pacific Capital Bancorp July 2006 - December 2006
Skills
Financial Reporting, SEC reporting, Accounting, Purchase Accounting, Accounting Research, Accounting Policy, XBRL, Banking, ALM, Technical Accounting..., 10Q, 10K, Board of Directors..., Regulatory Filings, SEC filings, Corporate Finance, Policy, GAAP, Investments, Finance, Credit, Financial Analysis, Financial Services, Analysis, Loans, SEC Filings, Financial Modeling, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration / Accounting
Diane Shaffer's Heritage Oaks Bank Experience September 1995 - Present
Job Mortgage Compliance Specialist
Industry Banking
Experience
Heritage Oaks Bank September 1995 - Present
Heritage Oaks Bank September 1995 - October 2012
Heritage Oaks Bank September 2006 - December 2009
Citizens Bank, NA January 1987 - March 1990
First Interstate Bank December 1977 - December 1987
Skills
Compliance, Business Continuity, Vendor Management, Project Management, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Business Continuity..., Cash Management, Commercial Lending, Mortgage Lending, Internal Audit, Process Improvement, Consumer Lending, Accounting, Auditing, Bank Secrecy Act, Branch Management, Business Analysis, Change Management, Customer Service, Enterprise Risk..., Financial Institutions, Financial Services, Fraud, IT Audit, Internal Controls, Loans, Management, Mortgage Banking, Retail Banking, Team Building, Training
Education
Columbia College 2008 — 2011
B.S.B.A., Accounting
Heritage Oaks Bank September 1995 - Present
Heritage Oaks Bank September 1995 - October 2012
Heritage Oaks Bank September 2006 - December 2009
Citizens Bank, NA January 1987 - March 1990
First Interstate Bank December 1977 - December 1987
Skills
Compliance, Business Continuity, Vendor Management, Project Management, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Business Continuity..., Cash Management, Commercial Lending, Mortgage Lending, Internal Audit, Process Improvement, Consumer Lending, Accounting, Auditing, Bank Secrecy Act, Branch Management, Business Analysis, Change Management, Customer Service, Enterprise Risk..., Financial Institutions, Financial Services, Fraud, IT Audit, Internal Controls, Loans, Management, Mortgage Banking, Retail Banking, Team Building, Training
Education
Columbia College 2008 — 2011
B.S.B.A., Accounting
Justin Stow's Heritage Oaks Bank Experience November 2012 - Present
Job Secondary Marketing Manager Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank November 2012 - Present
American Perspective Bank July 2008 - November 2012
Cameron Financial Group, Inc. April 2003 - December 2007
Skills
Commercial Lending, Banking, Loans, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Small Business Lending, Credit, Mortgage Lending, Loan Origination, Underwriting, Portfolio Management, Cash Management, Microsoft Office, Residential Mortgages, Refinance, USDA
Education
Cal Poly San Luis Obispo 1998 — 2003
Bachelor's degree, AgriBusiness - Marketing & International Management
Heritage Oaks Bank November 2012 - Present
American Perspective Bank July 2008 - November 2012
Cameron Financial Group, Inc. April 2003 - December 2007
Skills
Commercial Lending, Banking, Loans, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Small Business Lending, Credit, Mortgage Lending, Loan Origination, Underwriting, Portfolio Management, Cash Management, Microsoft Office, Residential Mortgages, Refinance, USDA
Education
Cal Poly San Luis Obispo 1998 — 2003
Bachelor's degree, AgriBusiness - Marketing & International Management
George Thurlow IV's Heritage Oaks Bank Experience December 2009 - January 2014
Job Commercial Relationship Manager
Industry Financial Services
Experience
The Bank of Santa Barbara January 2014 - Present
Heritage Oaks Bank December 2009 - January 2014
Santa Barbara Bank & Trust June 2008 - December 2009
UCSB, Bookstore August 2005 - June 2008
Skills
Commercial Lending, Financial Analysis, Loans, Credit Analysis, Underwriting, Finance, Commercial Banking, Credit, Credit Risk, Portfolio Management, Microsoft Excel, Financial Statement..., Cash Flow, Asset Based Lending, Small Business Lending, Global Cash Flow..., Project Planning, Concentration Analysis, Call Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Global Studies: SocioEconomics in Latin America
The Bank of Santa Barbara January 2014 - Present
Heritage Oaks Bank December 2009 - January 2014
Santa Barbara Bank & Trust June 2008 - December 2009
UCSB, Bookstore August 2005 - June 2008
Skills
Commercial Lending, Financial Analysis, Loans, Credit Analysis, Underwriting, Finance, Commercial Banking, Credit, Credit Risk, Portfolio Management, Microsoft Excel, Financial Statement..., Cash Flow, Asset Based Lending, Small Business Lending, Global Cash Flow..., Project Planning, Concentration Analysis, Call Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Global Studies: SocioEconomics in Latin America
Patricia Wells-Turnage's Heritage Oaks Bank Experience June 2012 - August 2014
Job SVP, Portfolio Manager at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank August 2014 - Present
Heritage Oaks Bank June 2012 - August 2014
Rabobank N.A. August 2011 - August 2012
First California Bank December 2009 - August 2011
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2008 - December 2009
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2002 - December 2008
Pacific Capital Bank dba Santa Barbara Bank & Trust February 1999 - December 2002
Pacific Capital Bank April 1996 - February 1999
Channel Islands National Bank March 1995 - March 1996
Bank of A. Levy January 1989 - March 1995
Skills
Loans, Credit, Underwriting, Relationship Management, Private Banking, Commercial Real Estate, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Financial Analysis, Risk Management, Real Estate, Credit Risk, Wealth Management, Negotiation, Commercial Mortgages, Consumer Lending, Mortgage Banking, Lines Of Credit, Loan Origination, Asset Based Lending
Education
California Lutheran University
Master of Business Administration, Finance
University of California, Santa Barbara
Bachelor of Arts, Spanish
Pacific Western Bank August 2014 - Present
Heritage Oaks Bank June 2012 - August 2014
Rabobank N.A. August 2011 - August 2012
First California Bank December 2009 - August 2011
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2008 - December 2009
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2002 - December 2008
Pacific Capital Bank dba Santa Barbara Bank & Trust February 1999 - December 2002
Pacific Capital Bank April 1996 - February 1999
Channel Islands National Bank March 1995 - March 1996
Bank of A. Levy January 1989 - March 1995
Skills
Loans, Credit, Underwriting, Relationship Management, Private Banking, Commercial Real Estate, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Financial Analysis, Risk Management, Real Estate, Credit Risk, Wealth Management, Negotiation, Commercial Mortgages, Consumer Lending, Mortgage Banking, Lines Of Credit, Loan Origination, Asset Based Lending
Education
California Lutheran University
Master of Business Administration, Finance
University of California, Santa Barbara
Bachelor of Arts, Spanish
Nicholas Foletta's Heritage Oaks Bank Experience February 2011 - July 2011
Job Office Manager at Footsteps Child Care
Industry Accounting
Experience
Footsteps Child Care May 2012 - Present
Novogradac & Company LLP January 2012 - March 2012
Heritage Oaks Bank February 2011 - July 2011
Education
Cal Poly San Luis Obispo 2007 — 2011
Bachelors, Economics, Accounting
Footsteps Child Care May 2012 - Present
Novogradac & Company LLP January 2012 - March 2012
Heritage Oaks Bank February 2011 - July 2011
Education
Cal Poly San Luis Obispo 2007 — 2011
Bachelors, Economics, Accounting
Jennifer Baillie's Heritage Oaks Bank Experience October 2007 - July 2011
Job Finance Specialist at TekTegrity, Inc.
Industry Accounting
Experience
Atascadero Glass Inc. July 2011 - January 2015
Heritage Oaks Bank October 2007 - July 2011
First Bank of San Luis Obispo October 2006 - August 2007
Mid-State Bank & Trust March 1999 - July 2006
First Federal Savings Bank of Youngstown August 1997 - March 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Financial Accounting, Finance, Accounts Receivable, Payroll
Education
Columbia International University 1992 — 1994
MA, Interculteral Studies
Youngstown State University 1986 — 1991
BS in BA, Accounting
Canfield High School 1982 — 1986
College Prep
Atascadero Glass Inc. July 2011 - January 2015
Heritage Oaks Bank October 2007 - July 2011
First Bank of San Luis Obispo October 2006 - August 2007
Mid-State Bank & Trust March 1999 - July 2006
First Federal Savings Bank of Youngstown August 1997 - March 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Financial Accounting, Finance, Accounts Receivable, Payroll
Education
Columbia International University 1992 — 1994
MA, Interculteral Studies
Youngstown State University 1986 — 1991
BS in BA, Accounting
Canfield High School 1982 — 1986
College Prep
Natalie Schmitz's Heritage Oaks Bank Experience August 2015 - Present
Job Commercial Loan Assistant at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2015 - Present
First National Bank a division of Omaha August 2005 - July 2015
Continuum Health Management August 2002 - December 2004
Skills
Commercial Banking, Administrative..., Commercial Lending, Loans, Credit, Banking, Credit Analysis, Retail Banking, Lines Of Credit, Mortgage Lending, Credit Risk, Portfolio Management, Loan Origination, Small Business Lending, Business Analysis, Customer Service, Management, Finance, Analysis, Financial Analysis
Education
University of Northern Colorado 1978 — 1981
Sociology
Greeley West High School
Heritage Oaks Bank August 2015 - Present
First National Bank a division of Omaha August 2005 - July 2015
Continuum Health Management August 2002 - December 2004
Skills
Commercial Banking, Administrative..., Commercial Lending, Loans, Credit, Banking, Credit Analysis, Retail Banking, Lines Of Credit, Mortgage Lending, Credit Risk, Portfolio Management, Loan Origination, Small Business Lending, Business Analysis, Customer Service, Management, Finance, Analysis, Financial Analysis
Education
University of Northern Colorado 1978 — 1981
Sociology
Greeley West High School
April Lambirth's Heritage Oaks Bank Experience October 1995 - March 2013
Job Retired at present
Industry Banking
Experience
None March 2013 - Present
Heritage Oaks Bank October 1995 - March 2013
Commerce Bank 1990 - September 1995
Bank of the West 1985 - 1990
Skills
Banking, Loans, Credit, Financial Analysis, Financial Reporting, Executive..., Microsoft Office
Education
Orange Coast College
None March 2013 - Present
Heritage Oaks Bank October 1995 - March 2013
Commerce Bank 1990 - September 1995
Bank of the West 1985 - 1990
Skills
Banking, Loans, Credit, Financial Analysis, Financial Reporting, Executive..., Microsoft Office
Education
Orange Coast College
Jennifer Bromby's Heritage Oaks Bank Experience March 2002 - Present
Job Branch Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2002 - Present
Skills
Team Building, Banking, Customer Service, Financial Analysis, Risk Management
Education
Cuesta College
Heritage Oaks Bank March 2002 - Present
Skills
Team Building, Banking, Customer Service, Financial Analysis, Risk Management
Education
Cuesta College
Jennifer Bromby's Heritage Oaks Bank Experience March 2002 - Present
Job Branch Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2002 - Present
Skills
Banking, Branch Management, Team Building, Consumer Lending, Retail Banking
Education
Cuesta College 1998 — 2001
Heritage Oaks Bank March 2002 - Present
Skills
Banking, Branch Management, Team Building, Consumer Lending, Retail Banking
Education
Cuesta College 1998 — 2001
Megan Zaccaria's Heritage Oaks Bank Experience January 2011 - Present
Job AVP / SEC Reporting Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank January 2011 - Present
Grant Thornton LLP October 2009 - January 2011
Hersh and Associates June 2007 - July 2009
VITA January 2009 - April 2009
Skills
Certified Public..., Accounting, CPA
Education
Cal Poly San Luis Obispo 2005 — 2009
Bachelors of Science, Business Administration
Heritage Oaks Bank January 2011 - Present
Grant Thornton LLP October 2009 - January 2011
Hersh and Associates June 2007 - July 2009
VITA January 2009 - April 2009
Skills
Certified Public..., Accounting, CPA
Education
Cal Poly San Luis Obispo 2005 — 2009
Bachelors of Science, Business Administration
Patricia Hague's Heritage Oaks Bank Experience June 2015 - Present
Job at Adolfo Camarillo High School
Industry Primary/Secondary Education
Experience
Oxnard Union High School District September 2015 - Present
Heritage Oaks Bank June 2015 - Present
JPMorgan Chase October 1983 - May 2015
Washington Mutual Bank October 2000 - October 2010
Santa Barbara School Districts August 2006 - June 2009
Rio School District August 2000 - June 2006
Home Savings of America March 1983 - October 2000
Skills
Banking, Loans, Commercial Banking, Credit, Retail Banking
Education
Antioch University, UC Santa Barbara, CSU Northridge, Santa Barbara City College
M.A. Education / Education Specialist Credential / Multiple Subject Teaching Credential with, Spanish Auth./ B.A. Latin America & Iberian Studies / A.A. Span. & Liberal Arts
Antioch University-Santa Barbara
Master of Arts (M.A.), Education
California State University-Northridge
Multiple Subject Teaching Credential, Education
Santa Barbara City College
Associate of Arts (A.A.), Spanish & Liberal Studies
University of California, Santa Barbara
Bachelor of Arts (B.A.), Latin American & Iberian Studies
Oxnard Union High School District September 2015 - Present
Heritage Oaks Bank June 2015 - Present
JPMorgan Chase October 1983 - May 2015
Washington Mutual Bank October 2000 - October 2010
Santa Barbara School Districts August 2006 - June 2009
Rio School District August 2000 - June 2006
Home Savings of America March 1983 - October 2000
Skills
Banking, Loans, Commercial Banking, Credit, Retail Banking
Education
Antioch University, UC Santa Barbara, CSU Northridge, Santa Barbara City College
M.A. Education / Education Specialist Credential / Multiple Subject Teaching Credential with, Spanish Auth./ B.A. Latin America & Iberian Studies / A.A. Span. & Liberal Arts
Antioch University-Santa Barbara
Master of Arts (M.A.), Education
California State University-Northridge
Multiple Subject Teaching Credential, Education
Santa Barbara City College
Associate of Arts (A.A.), Spanish & Liberal Studies
University of California, Santa Barbara
Bachelor of Arts (B.A.), Latin American & Iberian Studies
AJ. Pruitt's Heritage Oaks Bank Experience July 2010 - August 2011
Job IT Instructor at Laurus College
Industry Higher Education
Experience
Laurus College November 2011 - Present
Heritage Oaks Bank July 2010 - August 2011
Skills
Computer Maintenance, Microsoft Office, Customer Service, Word, Access, Customer Relations
Education
Laurus College 2010 — 2012
Laurus College November 2011 - Present
Heritage Oaks Bank July 2010 - August 2011
Skills
Computer Maintenance, Microsoft Office, Customer Service, Word, Access, Customer Relations
Education
Laurus College 2010 — 2012
Betsy Schilling's Heritage Oaks Bank Experience February 2014 - Present
Job SVP, Loss Prevention Officer at Heritage Oaks Bank
Industry Marketing and Advertising
Experience
Heritage Oaks Bank February 2014 - Present
Education
University of Phoenix 1999 — 2002
Management Information Systems, General
Heritage Oaks Bank February 2014 - Present
Education
University of Phoenix 1999 — 2002
Management Information Systems, General
Kristi Messina's Heritage Oaks Bank Experience October 2004 - Present
Job Marketing at Heritage Oaks Bank
Industry Banking
Experience
Business First Bank, a division of Heritage Oaks Bank January 2007 - Present
Heritage Oaks Bank October 2004 - Present
Heritage Oaks Bank July 1998 - October 2004
Skills
Banking, Customer Service, Marketing, Graphic Design, Market Research
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cuesta College 1998 — 2001
Associate of Arts (AA), General Studies
Business First Bank, a division of Heritage Oaks Bank January 2007 - Present
Heritage Oaks Bank October 2004 - Present
Heritage Oaks Bank July 1998 - October 2004
Skills
Banking, Customer Service, Marketing, Graphic Design, Market Research
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cuesta College 1998 — 2001
Associate of Arts (AA), General Studies
Tara Tedeschi's Heritage Oaks Bank Experience July 2015 - Present
Job Consumer Loan Processor at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2015 - Present
Heritage Oaks Bank March 2013 - Present
National Notary Association March 2007 - Present
Brazil Properties November 2011 - March 2013
Wells Fargo Private Client Services November 2007 - June 2010
Mid-State Bank & Trust September 2005 - November 2006
Skills
Banking, Retail Banking, Home Equity Lines of..., Small Business Lending, Unsecured Loans, Residential Mortgages, Accounting, Office Administration, Corporations, Team-oriented, Loan Origination, Team Building, Financial Services, Marketing, Customer Service, Credit, Customer Service..., Typing, Organization, Property Management, Problem Solving, Financial Accounting, Home Equity Loans, Business Loans, LLC, Partnerships, Team Motivation, Account Management, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Management, Sales
Education
University of La Verne 2015 — 2019
Organizational Leadership
Allan Hancock College
General Studies
Heritage Oaks Bank July 2015 - Present
Heritage Oaks Bank March 2013 - Present
National Notary Association March 2007 - Present
Brazil Properties November 2011 - March 2013
Wells Fargo Private Client Services November 2007 - June 2010
Mid-State Bank & Trust September 2005 - November 2006
Skills
Banking, Retail Banking, Home Equity Lines of..., Small Business Lending, Unsecured Loans, Residential Mortgages, Accounting, Office Administration, Corporations, Team-oriented, Loan Origination, Team Building, Financial Services, Marketing, Customer Service, Credit, Customer Service..., Typing, Organization, Property Management, Problem Solving, Financial Accounting, Home Equity Loans, Business Loans, LLC, Partnerships, Team Motivation, Account Management, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Management, Sales
Education
University of La Verne 2015 — 2019
Organizational Leadership
Allan Hancock College
General Studies
Benjamin Alaniz's Heritage Oaks Bank Experience August 2015 - Present
Job Agricultural Relationship Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2015 - Present
Skills
Commercial Banking, Banking, Financial Analysis, Loan Origination, Credit Risk, Agriculture, Credit, Agribusiness, Loans, Agricultural Lending, Fundraising, Leadership, Portfolio Management, Problem Solving, Business Development, Team Leadership, Risk Management
Education
University of Washington 2013 — 2015
Banking and Financial Support Services
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelor's degree, Agribusiness/Agricultural Business Operations
Heritage Oaks Bank August 2015 - Present
Skills
Commercial Banking, Banking, Financial Analysis, Loan Origination, Credit Risk, Agriculture, Credit, Agribusiness, Loans, Agricultural Lending, Fundraising, Leadership, Portfolio Management, Problem Solving, Business Development, Team Leadership, Risk Management
Education
University of Washington 2013 — 2015
Banking and Financial Support Services
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelor's degree, Agribusiness/Agricultural Business Operations
Julie Alonso's Heritage Oaks Bank Experience April 2013 - June 2015
Job Rabobank
Industry Banking
Experience
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General
Glenda Madrid's Heritage Oaks Bank Experience 1983 - 1993
Job
Industry Banking
Experience
Santa Barbara Bank & Trust January 2011 - June 2013
Los Padres Bank June 2002 - December 2010
Valley Oaks Bank/Montecito Bank & Trust June 1994 - June 2002
Heritage Oaks Bank 1983 - 1993
Skills
SEC reporting, Regulatory Reporting, SOX Compliance, Sarbanes-Oxley Act, Finance, Financial Reporting, Accounting, SEC filings, Due Diligence, Budget Process, Mergers & Acquisitions, Banking, Budgets, Management, Policy, Financial Statements, Cash Management, Financial Analysis
Education
Allan Hancock College 1970 — 1971
Business, computers and accounting
Santa Barbara Bank & Trust January 2011 - June 2013
Los Padres Bank June 2002 - December 2010
Valley Oaks Bank/Montecito Bank & Trust June 1994 - June 2002
Heritage Oaks Bank 1983 - 1993
Skills
SEC reporting, Regulatory Reporting, SOX Compliance, Sarbanes-Oxley Act, Finance, Financial Reporting, Accounting, SEC filings, Due Diligence, Budget Process, Mergers & Acquisitions, Banking, Budgets, Management, Policy, Financial Statements, Cash Management, Financial Analysis
Education
Allan Hancock College 1970 — 1971
Business, computers and accounting
Diana Harb's Heritage Oaks Bank Experience February 2013 - Present
Job Commercial Banking Officer at Mission Community Bank
Industry Marketing and Advertising
Experience
Heritage Oaks Bank February 2013 - Present
Mission Community Bank March 2013 - February 2014
Union Bank September 2012 - March 2013
Union Bank September 2000 - September 2012
Union Bank March 1992 - September 2000
HomeFed Bank April 1990 - November 1991
Skills
Commercial Banking, Credit, Portfolio Management, Financial Risk, Underwriting, Strategic Planning, Project Planning, Commercial Lending, Loans, Credit Analysis, Banking, Small Business Lending, Cash Management, Lines Of Credit, Credit Risk
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration, Accountng Emphasis
Heritage Oaks Bank February 2013 - Present
Mission Community Bank March 2013 - February 2014
Union Bank September 2012 - March 2013
Union Bank September 2000 - September 2012
Union Bank March 1992 - September 2000
HomeFed Bank April 1990 - November 1991
Skills
Commercial Banking, Credit, Portfolio Management, Financial Risk, Underwriting, Strategic Planning, Project Planning, Commercial Lending, Loans, Credit Analysis, Banking, Small Business Lending, Cash Management, Lines Of Credit, Credit Risk
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration, Accountng Emphasis
Edna Young's Heritage Oaks Bank Experience January 2013 - Present
Job Mortgage Loan Officer, Assistant Vice President at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust July 1998 - January 2013
Skills
Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, FHA, Residential Mortgages, VA loans, FHA financing, USDA, Real Estate Financing, First Time Home Buyers
Education
Allan Hancock College
Santa Barbara City College
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust July 1998 - January 2013
Skills
Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, FHA, Residential Mortgages, VA loans, FHA financing, USDA, Real Estate Financing, First Time Home Buyers
Education
Allan Hancock College
Santa Barbara City College
Donna Hand's Heritage Oaks Bank Experience February 2014 - May 2015
Job Placer Title Company
Industry Accounting
Experience
Heritage Oaks Bank February 2014 - May 2015
Mission Community Bank June 2005 - February 2014
Education
Cuesta College
Heritage Oaks Bank February 2014 - May 2015
Mission Community Bank June 2005 - February 2014
Education
Cuesta College
Sarah Hinrichs's Heritage Oaks Bank Experience August 2015 - Present
Job Assistant Controller, VP at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank March 2014 - August 2015
Heritage Oaks Bank March 2012 - March 2014
Heritage Oaks Bank March 2010 - March 2012
Heritage Oaks Bank February 2008 - March 2010
Barbich, Longcrier, Hooper and King January 2006 - January 2008
Skills
Accounting, Banking, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Internal Controls, SEC filings
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Science (BS), Accounting
Heritage Oaks Bank August 2015 - Present
Heritage Oaks Bank March 2014 - August 2015
Heritage Oaks Bank March 2012 - March 2014
Heritage Oaks Bank March 2010 - March 2012
Heritage Oaks Bank February 2008 - March 2010
Barbich, Longcrier, Hooper and King January 2006 - January 2008
Skills
Accounting, Banking, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Internal Controls, SEC filings
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Science (BS), Accounting