Lehman Brothers - Small Business Finance
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Lehman Brothers - Small Business Finance Employees
Granite Bay CA-2009 January 2010 - Present
Lehman Brothers Small Business Finance November 2003 - August 2008
Bank of America 1995 - 1998
Education
University of California, Davis 1998 — 2000
Certificate, Personal Financial Planning
California State University-Hayward - School of Business and Economics 1968 — 1970
B.S., Business Admin/Marketing
Greater Texas Capital Corp. January 2009 - Present
Principal Financial Group 2007 - 2009
Lehman Brothers Small Business Finance 2006 - 2007
Zions National Real Estate Group 2002 - 2006
Heller Financial 1993 - 2001
Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending
Education
East Central University 1982 — 1986
Paciolan February 2013 - Present
LPS Applied Analytics March 2012 - January 2013
Perceptive Informatics June 2010 - March 2012
Oakley July 2008 - June 2010
Lehman Brothers Small Business Finance August 2006 - July 2008
Downey Savings and Loan Association, F.A November 2005 - August 2006
New Century Financial Corporation March 2004 - November 2005
ChromaVision Medical Systems, Inc. February 2001 - August 2002
Canon Computer Systems Inc. March 2000 - July 2000
Skills
SDLC, Agile Methodologies, Agile Testing, Software Quality..., Quality Center, XP, Microsoft SQL Server, Visual Studio, Windows NT, Windows 7, Quality Assurance, Testing, Test Planning, User Acceptance Testing, Manual Testing, JIRA, Analysis, Software Development, SQL, Software Documentation, Integration, Test Cases, System Testing, Web Applications, Requirements Gathering, Requirements Analysis, Regression Testing, Business Analysis, QTP, Scrum, Black Box Testing, Agile Project Management, Waterfall, Software Project..., XML, Bugzilla, Performance Testing, SharePoint, Troubleshooting, Windows XP, HP Quality Center, Defect Tracking, Business Requirements, Functional Testing
Education
Computer Education Institute 1999 — 2000
MCSE, CNA, A+
City College of San Francisco 1986 — 1988
General Studies
StyleHaul, Inc. 2015 - Present
PayPal 2014 - 2015
Simply Hannah 2010 - 2014
Self-employed 2012 - 2013
Wittlebee + Eventup (Science, Inc. portfolio companies) 2011 - 2012
Myspace 2008 - 2011
Twentieth Century Fox 2005 - 2008
Lehman Brothers Small Business Finance 2003 - 2005
The Capital Group Companies, Inc. 2000 - 2003
Skills
Operations Management, Marketing Operations, Marketing Strategy, Partner Management, Digital Marketing, Digital Media, Social Media Marketing, Media Planning, Analytics, Performance Metrics, Event Planning, Event Management, Event Marketing, Financial Analysis, Business Process, Social Media, Managerial Finance, Strategic Partnerships, Business Strategy, Business Metrics, Financial Management, Event Producing, Integrated Marketing, Market Research, Digital Strategy, Business Development, Entrepreneurship, Start-ups, Marketing
Education
University of California, Irvine
Bachelor's Degree
Banc of California March 2015 - Present
ReadyCap Commercial, LLC March 2014 - March 2015
Pacific Enterprise Bank March 2011 - March 2014
Aurora Bank FSB October 2009 - March 2011
CBS Radio/KLSX October 2008 - December 2009
Lehman Brothers Small Business Finance 2002 - 2008
Skills
Banking, Documentations, Commercial Lending, Loans, Underwriting, Sales, Portfolio Management
Education
University of California, Irvine 1998 — 2002
BS, Criminology, Law and Society
University of California, Irvine 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Criminology, Law & Society
Jubilee Foreclosure Management Services February 2010 - March 2012
Lehman Brothers Small Business Finance August 2005 - July 2008
Centerpointe Financial March 2003 - June 2005
Compass Technology May 1997 - February 2003
Milgray Electronics October 1993 - April 1997
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science, Sports Management
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Idaho Housing and Finance Association September 2014 - Present
Small Business Financial Development Corporation of Orange County March 2012 - September 2014
ING Santa Ana January 2009 - March 2012
Case, Lombardi & Pettit July 2006 - June 2009
Lehman Brothers Small Business Finance March 2005 - July 2006
Skills
Access, Training, Customer Service, Credit, Real Estate, Project Planning, Budgets, Analysis, Management, Project Management, Accounts Receivable, Loans, Insurance, Negotiation, Microsoft Office, Business Planning, Microsoft Excel, Sales, Small Business, Finance, Marketing, Mergers & Acquisitions, Coaching, Banking, Risk Management, Accounting, Commercial Lending, Leadership, Financial Analysis, Microsoft Word, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending
Education
University of California, Santa Barbara
Bachelors of Arts, Geography
University of Wollongong, Australia
Toyota Financial Services November 2009 - Present
Coffee Bean and Tea Leaf January 2009 - November 2009
Washington Mutual October 2008 - December 2008
Toyota Financial Services July 2008 - October 2008
Lehman Brothers Small Business Finance March 2006 - July 2008
Washington Mutual March 2003 - March 2006
Coldwell Banker Real Estate June 1997 - March 2003
Skills
Instructional Design, Needs Analysis, Training, Blended Learning, Program Management, Curriculum Design, Instructor-led Training, Learning Management, ADDIE, Manuals, Photoshop, Management, MS Project, Leadership, Articulate Storyline
Education
California State University-Fullerton
Master of Public Administration, Human Resources
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration
California State University-Long Beach
Certificate, Instructional Design
Capital CDC August 2012 - Present
Capital CDC November 2008 - December 2010
Lehman Brothers Small Business Finance February 2001 - July 2008
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Commercial Banking, Banking, Financial Analysis, Loan Origination, Business Development
Education
University of Houston-Victoria 1991 — 1996
EDP Legal Service April 2008 - Present
Lehman Brothers Bank 2002 - 2008
Lehman Brothers - Small Business Finance 2002 - 2008
Education
California State University-Fullerton 1994 — 1999
JP Morgan Chase March 2011 - June 2015
Aurora Bank FSB August 2009 - January 2011
JP Morgan Chase February 2009 - August 2009
Lehman Brothers Small Business Finance 2007 - 2008
Fremont Investment & Loan 1996 - 2007
First Interstate Bank 1993 - 1996
Citibank 1992 - 1993
Long Beach Bank 1989 - 1992
California Federal Bank 1987 - 1989
Beverly Hills Savings 1986 - 1987
Skills
Mortgage Lending, Loan Origination, Banking, Loans, Mortgage Banking, Management, Credit Analysis, Credit, Real Estate, REO
Education
Excelsior College 1984 — 1988
Bachelor of Arts
Union Bank November 2013 - Present
ReadyCap Commercial, LLC April 2013 - November 2013
Plaza Bank October 2008 - April 2013
Lehman Brothers Small Business Finance January 2006 - September 2008
Education
California State University-Long Beach
Business Administration, Finance, Real Estate & Law
Lehman Brothers - Small Business Finance 2004 - Present
Lehman Brothers Bank-Small Business Finance 2004 - Present
Lehman Brothers Bank SBF 2004 - Present
Aurora Bank FSB 2010 - 2010
Lehman Brothers Bank 2004 - 2008
Lehman Brothers, SBF 2004 - 2008
Lehman Brothers 2004 - 2008
Lehman Brothers Bank, FSB 2004 - 2008
Education
University of North Florida 1998 — 2001
Union Bank January 2012 - Present
Pacific Enterprise Bank November 2010 - January 2012
Mission Lutheran Church 2008 - 2011
Aurora Bank June 2010 - November 2010
First Team Real Estate March 2009 - October 2010
Banking & Real Estate Professional July 2008 - May 2009
Lehman Brothers Small Business Finance March 2008 - July 2008
Lehman Brothers 1998 - 2008
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, SBA, Underwriting
Education
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Financial Management
PennyMac CREF February 2015 - Present
Sabal Financial Group LP July 2014 - February 2015
Independent Consultant July 2013 - July 2014
Opus Bank April 2011 - June 2013
Aurora Bank FSB June 2009 - April 2011
Pacific Premier Bank December 2008 - June 2009
Lehman Brothers Small Business Finance November 2006 - December 2008
Commercial Capital Bank 2004 - 2006
County of Orange January 2003 - June 2004
KPMG 1998 - 2003
Skills
Banking, Financial Analysis, Credit, Financial Modeling, Financial Reporting, Mortgage Banking, Internal Audit, Internal Controls, Risk Management, Risk Assessment, SOX Compliancy, Compliance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Loans, Finance, Financial Risk, Operational Risk..., Credit Analysis, Enterprise Risk..., Financial Services, Business Process, Auditing, Sarbanes-Oxley, COSO, Leadership, Financial Audits
Education
Boise State University 1992 — 1997
BBA, Accounting
Lehman Brothers Small Business Finance March 1997 - Present
Federal Deposit Insurance Corporation 1990 - 1994
Education
University of California, Irvine
BA
Union Bank September 2015 - Present
Union Bank May 2014 - Present
GE Capital October 2011 - May 2014
Federal Deposit Insurance Corporation March 2009 - October 2011
Lehman Brothers Bank March 2008 - September 2008
Lehman Brothers March 2007 - March 2008
Lehman Brothers Small Business Finance October 2006 - March 2007
Premier Commercial Bank September 2004 - September 2006
BBVA Bancomer USA (Valley Bank) 2003 - 2004
Washington Mutual Bank 2000 - 2002
Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance
Education
California State University-Los Angeles 1979 — 1982
B.S., Business Administration
Self-employed June 2015 - Present
Universal Bank November 2010 - October 2013
Aurora Bank Commercial Services June 2010 - October 2010
BBVA Bancomer USA November 2007 - August 2009
Lehman Brothers Small Business Finance June 2004 - November 2007
Universal Savings Bank April 1998 - June 2004
various banks - information available upon request 1988 - March 1998
Skills
Credit Analysis, Underwriting, Credit, Loans, Small Business Lending, Commercial Mortgages, Banking, Excel, Credit Risk, Commercial Lending, Commercial Banking, Word, Lines Of Credit, Finance, Mortgage Lending, Real Estate Economics, Financial Risk, Loan Origination, Financial Analysis, Portfolio Management, Microsoft Word
Education
University of California, Irvine
BA, Economics
ReadyCap Commercial, LLC 2012 - Present
Aurora Bank Commercial Services 2009 - June 2012
Lehman Brothers Small Business Finance December 2004 - January 2009
CNL Commercial Finance September 2000 - December 2004
BYL Bank Group, SBA Division March 1997 - September 2000
Heller First Capital 1995 - 1997
The Money Store 1994 - 1995
Federal Deposit Insurance Corporation 1990 - 1994
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Loan Depot dba Imortgage July 2012 - March 2014
loanDepot dba imortgage March 2012 - 2014
Lehman Brothers Small Business Finance October 2007 - July 2012
Ameriquest mortgage 2004 - 2007
Skills
Financial Modeling, Risk Management, Access, Credit, Asset Management, Investments, Business Analysis, Portfolio Management, Due Diligence, Credit Analysis, Loan Origination
Education
Fullerton College 1990 — 1995
A.A Degree, Communications
Fullerton College 1990 — 1995
A.A, Communications
Fidelity Bank November 2012 - Present
Alternative Capital Funding June 2005 - Present
Lehman Brothers Small Business Finance 2005 - 2008
Lehman Brothers Bank 2005 - 2008
Skills
Commercial Lending, Bridge Loans, Underwriting, Commercial Mortgages, Investment Properties, SBA Loans, Alalyzing and..., Loans, Financial Structuring, Real Estate, Commercial Real Estate, SBA 504, Mortgage Lending, Investments, Banking, Real Estate Economics, Investors, USDA, Loan Origination, Real Estate Financing, SBA, Sales, Asset Based Lending, Mergers & Acquisitions, Credit, Finance, Funding, Small Business Lending, Refinance, Credit Analysis, Start-ups, Mortgage Banking, Portfolio Management, Business Development, Construction Loans, Relationship Management, Private Equity, Cash Management, Financial Analysis, Financial Services, Referrals, Residential Mortgages, FHA, Management, Commercial Banking, Due Diligence, Consumer Lending, Loan Servicing, Lines Of Credit, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MA, Human Resources Management
South Carolina State University
BS, Business Administration
Guest Services, Inc. February 2012 - Present
General Atomics Aeronautical Systems September 2010 - September 2011
Century 21 United Brokers March 2010 - September 2010
Mary Kay Cosmetics March 2010 - September 2010
Lehman Brothers Small Business Finance December 2004 - March 2008
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Event Planning, Credit Analysis, Loans, Microsoft Office, Leadership, Banking, Management, Inventory Management, Customer Service, Credit, Business Development, Training, Marketing
Education
University of California, Riverside 2000 — 2004
BA, Business Administration
California Republic Bank November 2011 - Present
Resources Global Professionals October 2005 - October 2011
Lehman Brothers Small Business Finance December 2004 - October 2005
CNL Commercial Finance, Inc. July 2000 - December 2004
WFS Financial March 1993 - June 2000
Security Pacific Bank May 1989 - February 1993
Skills
Financial Analysis, Cash Management
Education
California State University-Fullerton
Bachelor of Arts, Accounting