Montecito Bank & Trust

Description

Founded: 1975 Parent organization: Montecito Bancorp Subsidiary: Montecito Bank & Trust, Asset Management Arm

Montecito Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Montecito Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Montecito Bank & Trust Employees

Employee
Years
Job
Industry
Kayvon Salafian, MBA Kayvon Salafian, MBA Santa Barbara, California Area Details
Kayvon Salafian, MBA's Montecito Bank & Trust Experience 2004 - 2008
Job Strategies Analyst at Pensionmark Retirement Group, Founder at MarkYard
Industry Financial Services
Experience
MarkYard   December 2011 - Present
Pensionmark Retirement Group  August 2014 - Present
Bragg Live Foods Inc.   September 2013 - December 2014
Cetera Advisor Networks LLC  June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP   August 2011 - June 2012
PricewaterhouseCoopers  July 2009 - July 2011
Matthews & Company   September 2005 - June 2009
Montecito Bank & Trust   2004 - 2008
EXPRESS  June 2003 - September 2004
Fine Art Conservation Laboratories   September 2000 - May 2003

Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship

University of California, Santa Barbara   2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management

Jessica Metzger Jessica Metzger Santa Barbara, California Details
Jessica Metzger's Montecito Bank & Trust Experience October 2011 - November 2014
Job Planner
Industry Government Administration
Experience
County of Santa Barbara  December 2014 - Present
Montecito Bank & Trust   October 2011 - November 2014
City of Reno  January 2008 - January 2010
City of Reno  September 2003 - 2007

Skills
GIS, Policy Analysis, Economic Development, Public Relations, Program Management, Community Development, Microsoft Office, Redevelopment, New Business Development, Commercial Real Estate, Urban Planning, Budgets, Local Government, Government, Construction, Customer Service, Fundraising, Non-profits, Public Speaking, Real Estate, Press Releases, Social Media, Event Planning, Community Outreach, Marketing, Public Policy, Land Use Planning, Strategic Planning, Event Management, Policy, Project Planning

Education
University of Nevada-Reno   1994 — 1999
Geography, Urban Planning

Alexandra Diamond Alexandra Diamond Santa Barbara, California Details
Alexandra Diamond's Montecito Bank & Trust Experience May 2014 - September 2014
Job Marketing/ PR Intern at UC Santa Barbara
Industry
Experience
UCSB Alumni Association  April 2014 - Present
Alpha Phi International Fraternity  January 2014 - January 2015
Montecito Bank & Trust   May 2014 - September 2014
PayJunction  September 2013 - June 2014
Alpha Phi International Fraternity  November 2012 - November 2013
Hilton Worldwide  June 2012 - September 2013
FAD.IO   June 2012 - August 2012
Diamond Dental  June 2010 - June 2012

Skills
Social Media, Event Planning, Facebook, Customer Service, Public Speaking, Time Management, Public Relations, Social Networking, Social Media Marketing, Sales, User Experience, Management, Marketing, Recruiting, Creative Writing, Blogging, Event Management, Creative Problem Solving

Education
UCSB   2011 — 2015
Bachelor of Arts (B.A.), Communication, Sociology

Huntington Beach High School   2007 — 2011

Eddie Capovilla Eddie Capovilla Los Angeles, California Details
Eddie Capovilla's Montecito Bank & Trust Experience October 1985 - May 2003
Job Banking Professional
Industry Banking
Experience
Bank of the West  2008 - 2013
American Riviera Bank (arbv)   July 2006 - November 2008
Bank of the West  May 2005 - July 2006
Affinity Bank  May 2003 - May 2005
Montecito Bank & Trust   October 1985 - May 2003

Skills
Organizational..., Team Management, Communication, Banking, Management, Cross Selling, Small Business Lending, Retail Banking, Consumer Lending, Credit, Loans, Customer Service, Commercial Banking, Commercial Lending, Financial Services, Relationship Management, Mortgage Lending, Lines Of Credit

Education
Santa Barbara City College   1985 — 1987

Matt Coy Matt Coy Santa Barbara, California Area Details
Matt Coy's Montecito Bank & Trust Experience September 2009 - October 2014
Job Credit Card & Cash Handling Coordinator at UC Santa Barbara
Industry Banking
Experience
UC Santa Barbara  April 2015 - Present
Montecito Bank & Trust   September 2009 - October 2014
Coy Consulting Group   August 2001 - August 2009
Fundtech Corporation  May 1999 - July 2001
Santa Barbara Bank & Trust  January 1996 - May 1999
Access Computers & Cellular   August 1993 - November 1995
US Navy  January 1991 - June 1993

Skills
Banking, Social Media, Marketing, Retail Banking, Strategic Planning, Email Marketing, Management, Digital Strategy, Social Media Marketing, Business Development, New Business Development, Marketing Strategy, Marketing Communications, Market Research, Strategy, Risk Management, Sales, Leadership

Education
Excelsior College
BS, Business

Cora Danielson Cora Danielson Santa Barbara, California Details
Cora Danielson's Montecito Bank & Trust Experience June 2013 - Present
Job Administrative and Project Coordinator at Montecito Bank & Trust
Industry Human Resources
Experience
Montecito Bank & Trust   June 2013 - Present
Central Coast Collaborative on Homelessness   January 2013 - June 2013
New Beginnings Counseling Center  July 2011 - October 2012
STAR Inc.  October 2010 - July 2011
Cancer Center Of Santa Barbara  September 2009 - June 2010

Skills
Social Services, Community Outreach, Case Managment, Mental Health, Nonprofits, Group Therapy, Psychotherapy, Grant Writing, Motivational..., Public Speaking, Fundraising, Community Development, Mental Health Counseling, Policy, Research, Psychology, Crisis Intervention, Staff Development

Education
Antioch University-Santa Barbara   2008 — 2010
Master of Arts (MA), Clinical Psychology

The University of British Columbia   2001 — 2006
Bachelor of Arts (BA), Psychology

Nicole Batlowski Nicole Batlowski Santa Barbara, California Area Details
Nicole Batlowski's Montecito Bank & Trust Experience March 2010 - July 2012
Job Human Resources Consultant
Industry Hospital & Health Care
Experience
Dignity Health  May 2014 - Present
Dignity Health  May 2014 - Present
Wilshire Health & Community Services   July 2012 - September 2013
Montecito Bank & Trust   March 2010 - July 2012
UCLA  August 2008 - February 2010
Walt Disney Internet Group  February 2007 - October 2007
Paramount Pictures  November 2005 - February 2007
First American Title  June 2004 - November 2005
Fidelity National Financial  February 2002 - June 2004

Skills
Onboarding, Organizational..., HRIS, Employee Benefits, Employee Relations, Recruiting, Performance Management, Benefits Administration, Policy, Human Resources, Talent Management, FMLA, Deferred Compensation, Workshop Facilitation, Training, HR Policies, Personnel Management, Job Descriptions, Leadership Development, Talent Acquisition, Culture Change, Workforce Planning, Team Building, Coaching, New Hire Orientations, Labor Relations, Nonprofits, Conflict Resolution, Internal Communications, Career Development, Interviews, Succession Planning, Compensation, Employee Engagement, Organizational..., Employee Training, Job Evaluation, Hiring, Performance Appraisal, Staff Development, Management, Workers Compensation, Employee Handbooks, Performance Consulting, College Recruiting, Job Analysis, EEO, Strategic HR, Taleo, Organizational Design

Education
California State University-Bakersfield
B.A., Public Policy

Mike Loeza Mike Loeza Ventura, California Details
Mike Loeza's Montecito Bank & Trust Experience April 2002 - September 2003
Job Lead/Senior Assistant Community Manager at Towbes Group Inc.
Industry Real Estate
Experience
Towbes Group Inc.   June 2005 - Present
Motecito Bank & Trust   September 2003 - February 2005
Montecito Bank & Trust   April 2002 - September 2003

Education
San Marcos Senior High School   1993 — 1997
Diploma, General

Santa Barbara City College
Music Performance, General

Nelson Hwu Nelson Hwu Goleta, California Details
Nelson Hwu's Montecito Bank & Trust Experience June 2013 - September 2013
Job Customer Financial Services Coordinator at Deckers Brands
Industry Accounting
Experience
Deckers Brands  June 2015 - Present
Deckers Brands  June 2015 - Present
Clover Telecom  October 2014 - March 2015
Montecito Bank & Trust   June 2013 - September 2013
Insane Ink  September 2008 - June 2009

Skills
Banking, Credit, Financial Analysis, Loans, Finance, Microsoft Excel, Risk Management, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Accounts Receivable, Customer Service, Teamwork, Management, Research, Financial Accounting

Education
University of California, Santa Barbara   2009 — 2015
Bachelor's degree, Statistics

Piedmont Hills High School   2006 — 2009
High School Diploma

Shari Hanlon, CPLP Shari Hanlon, CPLP Santa Barbara, California Details
Shari Hanlon, CPLP's Montecito Bank & Trust Experience January 2012 - Present
Job Learning and Organization Development Leader
Industry Professional Training & Coaching
Experience
Montecito Bank & Trust   January 2012 - Present
WellPoint  November 2010 - January 2012
WellPoint  January 2009 - November 2010
Shriners Hospital for Children  March 2008 - December 2008
Genesis Financial Solutions  September 2007 - January 2008
First Tech Credit Union  June 2005 - June 2007
XP Systems, Inc.   August 2004 - February 2005
WellPoint Health Networks  August 1998 - May 2004
20th Century Fox Film Studio   August 1995 - August 1998
First Interstate Bank, Mortgage Division   April 1993 - August 1995

Skills
Program Facilitation, Instructional Design, Articulate Presenter, Mentoring, Staff Development, E-learning, Leadership Development, Customer Service, Performance Consulting, Instructor-led Training, Needs Analysis, Organizational..., Learning Management, Organizational Learning, SnagIt, Technical Writing, Management Development, Articulate Storyline, Blended Learning, Training, Coaching, Leadership

Education
University of Phoenix   2007 — 2009
Bachelors of Science in Business, Management

California State University-Northridge   1979 — 1980
Theatre

Drew Rifkin Drew Rifkin Orange County, California Area Details
Drew Rifkin's Montecito Bank & Trust Experience May 2003 - May 2005
Job Director of Sales at CAKE (getCAKE.com)
Industry Retail
Experience
CAKE (getCAKE.com)   June 2015 - Present
Rakuten  April 2014 - June 2015
Rakuten  March 2011 - April 2014
ProCare One Nurses  February 2008 - March 2011
Charles Dunn Company  2006 - 2007
City of Burbank  June 2006 - August 2006
Executives Unlimited, Inc.   2005 - 2006
Montecito Bank & Trust   May 2003 - May 2005

Skills
E-commerce, Marketing, Email Marketing, New Business Development, Key Account Management, Lead Generation, Process Improvement, Sales, Achieving Measurable..., Salesforce.com, Digital Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Online Advertising, Web Analytics, Business Development, SEM

Education
California State University-Long Beach   2005 — 2007
B.A., Planning

Brian Bush Brian Bush San Francisco, California Details
Brian Bush's Montecito Bank & Trust Experience March 2003 - April 2006
Job Sales Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  August 2010 - Present
Fisher Investments  April 2007 - August 2010
Fisher Investments  May 2006 - April 2007
Montecito Bank & Trust   March 2003 - April 2006

Skills
Sales Analysis, Sales Operations, Credit Analysis, Microsoft Excel, Access, Data Modeling, Presentations, Writing, Proposal Writing, Mentoring, Credit, Banking, Business Strategy, Project Management, Sales, Financial Analysis, Analytics, Finance, Salesforce.com, Analysis, Management, CRM, Customer Service

Education
University of California, Santa Barbara   1999 — 2003
Bachelor of Arts (B.A.), Global Studies

Lucile Vea Lucile Vea Santa Barbara, California Details
Lucile Vea's Montecito Bank & Trust Experience August 2010 - July 2015
Job Talent Development Professional
Industry Human Resources
Experience
CJ Affiliate by Conversant  August 2015 - Present
Montecito Bank & Trust   August 2010 - July 2015
Lucile Vea Consulting   June 2001 - July 2015
Integrated Marketing Services of New York   1999 - 2001

Skills
Curriculum Development, Curriculum Design, Performance Consulting, Project Management, Change Management, Technical Training, Soft Skills Training, Cross-cultural Teams, Relocation &..., Articulate Storyline, Captivate, LMS Implementation, LMS Administration, Leadership Development, Customer Service, Instructional Design, Training, Strategy, Coaching, Team Building, Consulting, Workshop Facilitation, Organizational..., Leadership, Employee Engagement, Talent Management

Education
Boston University
Master's degree, International Relations

University of Virginia
Bachelor's degree, Foreign Affairs and Economics

Lauren Gonzales Lauren Gonzales Santa Barbara, California Area Details
Lauren Gonzales's Montecito Bank & Trust Experience June 2013 - August 2014
Job Marketing Coordinator at Santa Barbara Zoo
Industry Public Relations and Communications
Experience
Santa Barbara Zoo  October 2014 - Present
Montecito Bank & Trust   June 2013 - August 2014
Los Angeles Dodgers  April 2012 - October 2013
Chapman University  September 2010 - May 2012
Santa Barbara Foresters  June 2010 - August 2011
Orange High School  September 2009 - September 2010
Caro Marketing  March 2010 - March 2010

Skills
Social Media, Public Relations, Facebook, PowerPoint, Microsoft Office, Press Releases, Microsoft Word, Press Kits, Editing, Social Networking, Microsoft Excel, YouTube, Management, Customer Service, Publicity, Marketing, Adobe Creative Suite, Social Media Marketing, InDesign, Mac, Photoshop, Nonprofits, WordPress, Creative Writing, AP Style, Community Outreach, Time Management, Event Management, Fashion

Education
Chapman University   2008 — 2012
Bachelor of Arts, Public Relations/Advertising

Mayra Castillo Mayra Castillo Santa Barbara, California Details
Mayra Castillo's Montecito Bank & Trust Experience June 2006 - October 2012
Job Teller/ New Accounts at American Riviera Bank
Industry Banking
Experience
American Riviera Bank  October 2012 - Present
Montecito Bank & Trust   June 2006 - October 2012

Skills
Banking, Retail Banking, Customer Service, Credit, Microsoft Office, Commercial Banking, Loans, PowerPoint, Portfolio Management, Financial Analysis, Microsoft Word, Branch Banking, Finance, Team Building, Relationship Management

Education
Santa Barbara City College   2005 — 2008
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration

Jesus Barragan Jesus Barragan Santa Barbara, California Details
Jesus Barragan's Montecito Bank & Trust Experience April 2010 - October 2010
Job Business Analyst at Conversant, Inc.
Industry Media Production
Experience
Conversant, Inc.   September 2014 - Present
UC Santa Barbara  July 2013 - September 2014
Union Bank  May 2011 - May 2013
Montecito Bank & Trust   April 2010 - October 2010

Skills
Revenue Analysis, Revenue Forecasting, Financial Analysis, Spanish, Account Reconciliation, Microsoft Office, Management, 10 Key, Eviews, Banking, Business Analysis, SQL, Account Management, Data Analysis, Data Warehousing, Digital Media, Financial Forecasting, Salesforce.com, Payroll, Hiring

Education
University of California, Santa Barbara   2005 — 2010
Master's degree, Business/Managerial Economics

Universitat de Barcelona   2008 — 2009
Spanish

Dillon Bailey Dillon Bailey Greater Los Angeles Area Details
Dillon Bailey's Montecito Bank & Trust Experience July 2015 - Present
Job Personal Banker at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   July 2015 - Present
Comcast  July 2014 - May 2015
Metro Bank  August 2010 - July 2014

Skills
Banking, Retail Banking, Deposits, Cross Selling, AML, Bank Secrecy Act, Credit Cards, Teller Operations, Customer Service, Home Equity Loans, Business Loans

Education
DeVry University   2015 — 2017
Bachelor of Business Administration (B.B.A.), Sales and Marketing Operations/Marketing and Distribution Teacher Education

Maeve Willis Maeve Willis Santa Barbara, California Details
Maeve Willis's Montecito Bank & Trust Experience October 2014 - Present
Job Branch Operations Officer at Montecito Bank and Trust
Industry Banking
Experience
Montecito Bank & Trust   October 2014 - Present
Montecito Bank & Trust   October 2012 - October 2014
Montecito Bank & Trust   January 2012 - October 2012
KJS FREEDOM CORP   December 2006 - December 2011

Skills
Customer Service, Social Media, Social Networking, Retail Banking, Leadership, Sales, Banking

Education
Cabrillo College   2006 — 2011
Sales, Distribution, and Marketing Operations, General

Olivia Dassler Olivia Dassler Los Angeles, California Details
Olivia Dassler's Montecito Bank & Trust Experience July 2013 - December 2013
Job Assistant Account Executive at Finn Partners
Industry Public Relations and Communications
Experience
Finn Partners  March 2015 - Present
Finn Partners  July 2014 - March 2015
PRESSED AGENCY   March 2014 - June 2014
Davies  January 2014 - April 2014
Montecito Bank & Trust   July 2013 - December 2013
Alpha Phi International Fraternity  January 2013 - December 2013
PayJunction  January 2013 - June 2013
United Way of Santa Barbara County  May 2012 - August 2012

Skills
Social Networking, Leadership, Facebook, Social Media, Social Media Marketing, Event Planning, Public Speaking, Event Management, Writing, PowerPoint, Recruiting, Marketing, Sales, Customer Service, Cold Calling, Microsoft Office, Microsoft Word, Advertising, Blogging, Microsoft Excel, Strategic Communications, Legal Writing, Media Searches, Press Releases, Public Relations, Community Outreach, Communication, Teamwork, Time Management, Editing, Research, Media Relations, Photoshop, Internal Communications

Education
University of California, Santa Barbara   2010 — 2014
Bachelor of Science (BS), Communication and Professional Writing Minor

Hilda Lopez Hilda Lopez Santa Barbara, California Area Details
Hilda Lopez's Montecito Bank & Trust Experience 2005 - 2005
Job Business Administrator Intern
Industry Security and Investigations
Experience
Santa Barbara City College  August 2012 - May 2015
Rabobank,N.A   April 2005 - April 2014
Boys & Girls Club  2009 - 2014
Mid-State Bank & Trust  October 2002 - January 2005
Montecito Bank & Trust   2005 - 2005
Reference Clothing Co   July 2001 - October 2002

Skills
Family, Public Speaking, Reliable, Cultural Diversity, Teaching, Customer Service, Time Value of Money, Banking, Logical Approach, Customer Satisfaction, Long-term Customer..., Business Efficiency, Cost Efficiency, Connecting People, Inspiring People, Value for Money, Saving for Education, Sports Coaching, Cross-functional Team..., Youth Empowerment, Accounting, Innovation, Bilingual-English/Spanis..., Leadership, Spanish, Sales, Community Outreach

Education
Santa Barbara City College   2012 — 2015
Associate's Degree, Computer Science: Emphasis in Office Management

Santa Barbara High School   1998 — 2001
Computer Business

Elke Constantine Elke Constantine Greater San Diego Area Details
Elke Constantine's Montecito Bank & Trust Experience 2000 - 2003
Job Registered Nurse
Industry Hospital & Health Care
Experience
La Costa Resort and Spa  2007 - 2010
Elke Love Constantine, LMT   2003 - 2010
Qui Si Bella Medi Spa   2003 - 2006
Montecito Bank & Trust   2000 - 2003
First Bank of Beverly Hills, FSB   1998 - 2000
Cougar Mountain Zoological Park   1996 - 1998

Skills
Volunteer Management, Program Development, Research, Public Health, Microsoft Office, PowerPoint, Microsoft Excel, Healthcare, Teamwork, Outlook, Public Speaking, Cpr Certified, Teaching, Microsoft Word, Higher Education, Event Management, Data Entry, BLS, IV, Nursing Care, Medication..., Nursing, Wound Care, Patient Education

Education
MiraCosta College   2009 — 2013
Associates Degree, Registered Nursing/Registered Nurse

Santa Barbara Body Therapy Institute   2002 — 2004
Licensed Massage Therapist with over 500hrs of training, Modalities: Prenatal, Sports, TriggerPoint, Barefoot, Thai, Cranial Sacral

Washington State University   1992 — 1996
B.S., Zoology

Heather (Olivera) Ames Heather (Olivera) Ames Santa Ynez, California Details
Heather (Olivera) Ames's Montecito Bank & Trust Experience January 2008 - Present
Job VP/ Human Resources Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   January 2008 - Present
LivHOME  April 2005 - January 2008

Skills
Human Resources, Benefits Administration, HRIS Database Management, Leadership Development, Positive Employee..., Payroll, Human Resources..., Recruitment and..., Affirmative Action..., FMLA

Education
University of California, Santa Barbara
Human Resource Management Professional Certificate Program

Chris Atchley Chris Atchley Santa Barbara, California Area Details
Chris Atchley's Montecito Bank & Trust Experience October 2008 - October 2012
Job Graphic Design Student at Santa Barbara City College
Industry Marketing and Advertising
Experience
Novacoast  November 2012 - December 2014
Montecito Bank & Trust   October 2008 - October 2012
San Diego State University  August 2007 - May 2008

Skills
Computer Repair, Microsoft Office, Mac OS X, Windows, Information Technology, Networking, Banking, Commercial Banking, Retail Banking, Volunteering, Loans, Commercial Lending, Small Business Lending, Symantec Critical..., Consumer Lending, Credit, Customer Service, OS X, Self-confidence, Selling Skills

Education
Santa Barbara City College   2015 — 2016
Associate of Arts (A.A.), Graphic Design

San Diego State University-California State University   2004 — 2008
BA, History

Alyssa Newton Mann Alyssa Newton Mann Los Angeles, California Details
Alyssa Newton Mann's Montecito Bank & Trust Experience June 2009 - May 2010
Job Regional Research & Planning Specialist at University of Southern California Sea Grant
Industry Government Administration
Experience
University of Southern California Sea Grant Program   December 2012 - Present
U.S. Department of State   December 2011 - May 2012
Federal Emergency Management Agency  2010 - 2012
Montecito Bank & Trust   June 2009 - May 2010
USC Center for Risk & Economic Analysis of Terrorism Events   August 2008 - May 2010
California Emergency Management Agency  December 2008 - June 2009
California Governor's Office of Homeland Security   October 2006 - December 2008

Skills
Policy Analysis, Diplomacy, Emergency Management, Program Management, Contract Management, Crisis Communications, Partnership Management, Strategic Planning, International Relations, Leadership, Policy, Politics, Analysis, Research, Public Policy, Training, Government, Project Management, Grants, Project Planning, Public Speaking, Partner Management, Management, Program Evaluation

Education
University of Southern California   2008 — 2010
Master of Public Administration (M.P.A.)

University of Puget Sound   2002 — 2006
Bachelor of Arts (B.A.), International Political Economy

Manuela Geiger-Kolbitsch Manuela Geiger-Kolbitsch Goleta, California Details
Manuela Geiger-Kolbitsch's Montecito Bank & Trust Experience December 2014 - Present
Job Senior Financial Analyst at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   December 2014 - Present
Montecito Bank & Trust   February 2014 - November 2014
University of California Education Abroad Program  December 2012 - February 2014
BAWAG P.S.K.   September 2010 - August 2011

Skills
Economics, Analysis, Risk Management, R, Eviews, Microsoft Excel, Analytics, Corporate Finance, Financial Analysis, Matlab, Auditing, Accounting, Underwriting

Education
UCSB   2011 — 2012
Master of Arts (MA), Economics

Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration   2003 — 2009
Magister, International Business

Ricardo Calderon, CFA Ricardo Calderon, CFA Santa Barbara, California Area Details
Ricardo Calderon, CFA's Montecito Bank & Trust Experience August 2005 - November 2012
Job Vice President, Wealth Advisor at Rabobank
Industry Banking
Experience
Rabobank  November 2014 - Present
First Republic Investment Management  November 2012 - August 2014
Montecito Bank & Trust   August 2005 - November 2012
Santa Barbara Bank & Trust  August 2003 - August 2005
Citigroup Private Bank  2001 - 2001

Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments

Education
UC Santa Barbara   1995 — 1998
Bachelor's degree, History

Colleen Russell Colleen Russell Santa Barbara, California Details
Colleen Russell's Montecito Bank & Trust Experience February 2014 - Present
Job Payroll Specialist, Montecito Bank & Trust
Industry Human Resources
Experience
Montecito Bank & Trust   February 2014 - Present
The Original Renaissance Pleasure Faire   September 2010 - February 2014
The Original Renaissance Pleasure Faire   January 2007 - September 2010
Centaur Floor Systems   December 1999 - January 2007

Skills
International Business..., Customer Service, Creative Problem Solving, Payroll Processing, General Ledger..., International Banking, Government Contract..., Personnel Management, Music Composition, Banking, Accounting, Payroll, Composition, Budgets, Event Planning, Teamwork, Music, Leadership, Accounts Receivable, Strategic Planning, System Administration, Accounts Payable, Outlook, Forecasting, Recruiting, Training, Management, PowerPoint, Access, Event Management, Customer Satisfaction, Team Leadership, Microsoft Office, Microsoft Word, Entertainment, Public Relations, Acting, Negotiation, Project Planning, Microsoft Excel, Team Building, Theatre, Arts Administration, Public Speaking, Nonprofits, Social Media, Film, Performing Arts, Social Networking, Musical Theatre

Education
UCSB
BA, Music Composition

Susan Brooke Thompson Susan Brooke Thompson Santa Barbara, California Area Details
Susan Brooke Thompson's Montecito Bank & Trust Experience March 2004 - August 2006
Job Attorney at Brooke Thompson Law
Industry Law Practice
Experience
Brooke Thompson Law   August 2006 - Present
Montecito Bank & Trust   March 2004 - August 2006
Mid-State Bank & Trust  March 2002 - March 2004
Cascade County Attorney   August 1998 - January 2001

Skills
Loans, Real Estate, Disposition, Financial Structuring, Commercial Real Estate, Investment Banking, Foreclosures, Acquisitions

Education
The University of Montana School of Law   1995 — 1998
Doctor of Law (J.D.), Law

The University of Montana   1989 — 1995
Economics (BA), Economics/Russian

Jan Cleveland Jan Cleveland Richmond, Virginia Details
Jan Cleveland's Montecito Bank & Trust Experience April 1994 - April 1997
Job Financial Services Professional, Lending Industry
Industry Financial Services
Experience
Los Padres Bank  May 2007 - August 2008
Master Financial, Inc  October 2002 - March 2007
Community West Bank  September 1997 - June 2002
Montecito Bank & Trust   April 1994 - April 1997

Skills
Skilled in mortgage..., User Experience, Calyx Point, Doc Magic,..., Financial Analysis, Banking, Financial Services, Credit, Securities, Mortgage Lending, Loans, Refinance, Home Equity Loans, Funding, Underwriting, Real Estate, Interest Rates, Closings, HUD

Education
Santa Barbara City College   1994 — 1996
Business Management, 3.8 GPA

San Marcos High School
High School Diploma, General Studies

Sarah McLelland Sarah McLelland Santa Barbara, California Area Details
Sarah McLelland's Montecito Bank & Trust Experience July 2011 - September 2015
Job Professional Traveler at The McLellands
Industry Financial Services
Experience
The McLellands   October 2015 - Present
Rent A Chair Santa Barbara   March 2010 - Present
Montecito Bank & Trust   July 2011 - September 2015
Wells Fargo  May 2010 - January 2011
Chase  April 2007 - May 2010

Skills
Banking, Retail Banking, Loans, Loan Origination, Commercial Lending, Marketing, Portfolio Management, Customer Service, Management, Credit Analysis, Credit, Sales, Small Business Lending, Event Management, Commercial Banking

Education
UCSB

Autie Bayaban Autie Bayaban Ventura, California Details
Autie Bayaban's Montecito Bank & Trust Experience 2006 - 2011
Job Seeking Employment as Managing Director
Industry Executive Office
Experience
Freelance Consultant  June 2013 - Present
Platinum Studios  February 2013 - May 2013
Farmers Insurance  April 2012 - January 2013
Oxnard Police Department  2011 - 2012
Montecito Bank & Trust   2006 - 2011
Wells Fargo  1997 - 2006
United States Marine Corps  1994 - 1998

Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Microsoft Office, Customer Service, Management, Program Management, Adobe Creative Suite, Multimedia, Bookkeeping, Budget, Business Strategy, Team Building, Business Analysis, Presentations, Training, Document Management, Proposal Writing, Report Writing, Establishing Systems, Establishing Processes, Accounting, Budgets, Leadership, Executive Management, Business Planning

Education
Antioch University Santa Barbara   2004 — 2011
Bachelor of Arts (B.A.), Business & Entrepreneurship

Moorpark College   1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

University of California, Santa Barbara
Certificate, Project Management

Janet Mizrahi Janet Mizrahi Santa Barbara, California Area Details
Janet Mizrahi's Montecito Bank & Trust Experience May 2010 - January 2012
Job Blogger at BizComBuzz
Industry Writing and Editing
Experience
BizComBuzz   January 2014 - Present
UCSB  1999 - Present
Dr. Mary Ellen Guffey   2005 - Present
Montecito Bank & Trust   May 2010 - January 2012
Miramar Systems  2000 - 2001
ProHealth  2000 - 2000

Skills
Editing, Copywriting, Press Releases, Research, Technical Writing, Higher Education, Journalism, Advertising, Newsletters, Marketing Communications, Strategic Communications, News Writing, Teaching, Social Media, Public Speaking, Copy Editing, Multimedia, Event Planning, Writing, Blogging, Corporate Communications, Public Relations, Marketing, Creative Writing, Fundraising, Grant Writing

Education
University of California, Los Angeles   1975 — 1977
Master of Arts, English

University of California, Berkeley   1973 — 1974
BA, English

University of California, Santa Barbara   1970 — 1973
English

christina holder christina holder Greater Los Angeles Area Details
christina holder's Montecito Bank & Trust Experience March 2008 - March 2008
Job COO at Sleeper's Gourmet
Industry Entertainment
Experience
Organize My Media   1989 - Present
Sleeper's Gourmet   December 2008 - Present
Creative Memories  2006 - Present
christinaholder   January 1990 - Present
Montecito Bank & Trust   March 2008 - March 2008
Hewlett-Packard  April 1999 - September 2003
Scitex America  January 1993 - September 1997

Skills
Networking, Narrator, Photos, Public Speaking, Television, Film, Marketing, Social Media, Project Management, Social Media Marketing, Editing, Public Relations, Strategic Planning, Blogging, Event Planning, Training, Entertainment, Entrepreneurship, Leadership Development, Video, Sales, Fashion, Coaching, Small Business, Social Networking, Trade Shows

Education
University of Cincinnati   1984 — 1987
BA, Communications & Journalism

Robert Mislang Robert Mislang Santa Barbara, California Area Details
Robert Mislang's Montecito Bank & Trust Experience November 2014 - Present
Job Relationship Management Vice President at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   November 2014 - Present
Montecito Bank & Trust   April 2010 - November 2014
Rabobank, N.A.   October 2007 - March 2010
Bank of America  December 2003 - October 2007
Wells Fargo Bank  June 2001 - December 2003
KTXL FOX40 Television   June 2000 - June 2001
KCRA 3 NBC Television   October 1999 - June 2000

Skills
Banking, Sales Management, Credit, Customer Service, Financial Planning, New Business Development, Strategic Planning, Coaching, Retail Banking, Team Building, Compliance, Loans, Management, Sales, Strategic Financial..., Leadership, Risk Management, Financial Analysis, Analysis, Mortgage Lending, Commercial Lending, Portfolio Management, Business Development, Finance, Relationship Management, Small Business, Small Business Lending, Wealth Management, Credit Analysis, Mergers & Acquisitions, Mutual Funds, Investments, Loan Origination, Underwriting, Training, Commercial Banking, Insurance, Credit Risk, Negotiation, Event Planning, Marketing Strategy, Marketing, Public Relations, Consumer Lending, Social Networking, Social Media Marketing

Education
SBHS

University of California, Santa Barbara

Ambia Jeckell Ambia Jeckell Santa Barbara, California Area Details
Ambia Jeckell's Montecito Bank & Trust Experience 2006 - Present
Job AVP/ Relationship Manager at Montecito Bank & Trust
Industry Banking
Experience
Spirit of Entrepreneurship Foundation   2015 - Present
Montecito Bank & Trust   2006 - Present
Los Padres Bank  2004 - 2006
First Investors Corporation  2001 - 2004

Skills
Banking, Credit, Loans, Commercial Lending, Financial Analysis, Credit Analysis, Strategic Planning

Education
University of California, San Diego   2000 — 2004
Bachelor of Science, Business Management

Joseph Robillard Joseph Robillard Los Angeles, California Details
Joseph Robillard's Montecito Bank & Trust Experience 2006 - 2008
Job Director at Windward Capital Management Co.
Industry Investment Management
Experience
Windward Capital Management Co.   2010 - Present
Wells Fargo  2008 - 2010
Montecito Bank & Trust   2006 - 2008

Skills
Series 7, Series 24, CA Insurance License, Financial Advisory, Asset Managment, Equities, Institutional Investors, Investment Advisory, Wealth Management, Fund Of Funds, Alternative Investments, Series 63, Investments, Investment Management, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Securities, Asset Allocation, Fixed Income, ETFs, Retirement Planning, Financial Services, Capital Markets, Financial Planning, Valuation

Education
University of California, Santa Barbara
Bachelor's degree

Brianna Aguilar Brianna Aguilar Santa Barbara, California Details
Brianna Aguilar's Montecito Bank & Trust Experience December 2009 - Present
Job Executive Assistant & Financial Education Coordinator at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   December 2009 - Present
UC San Diego  June 2006 - August 2008

Skills
Outlook, PowerPoint, Student Affairs, Nonprofits, Fundraising, Event Planning, Community Outreach, Public Speaking, Staff Development

Education
San Diego State University-California State University   2004 — 2005
Master of Arts (MA), Education, Cross-Cultural Counseling

UC Berkeley   1998 — 2002
Bachelor of Arts (BA), Social Work

Eric Langley, MBA Eric Langley, MBA Greater New York City Area Details
Eric Langley, MBA's Montecito Bank & Trust Experience July 2005 - April 2006
Job Director of Nursing Finance, Analytics, and Process Improvement
Industry Hospital & Health Care
Experience
Jamaica Hospital  February 2015 - Present
Mount Sinai Queens  September 2011 - Present
Mount Sinai Queens  May 2007 - September 2011
Mount Sinai Queens  June 2006 - May 2007
Adecco Group  April 2006 - June 2006
The Forum Group  April 2006 - June 2006
Montecito Bank & Trust   July 2005 - April 2006
Santa Barbara County Federal Credit Union   August 2004 - July 2005
Taiko Foods, Inc.   April 2003 - April 2005
Obento Sushi   June 2002 - September 2002

Skills
Customer Service, Management, Finance, Data Entry, Event Planning, Adobe Creative Suite, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Budgets, Informatics, EMR, Administration, Human Resources, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., HIPAA

Education
Northeastern University   2009 — 2012
Master of Business Administration (MBA), Health Care Management and Finance Double Major

University of California, Santa Barbara   1999 — 2004
Bachelor of Music, Composition Emphasis

Eureka High School   1995 — 1999
High School Diploma

Brian Turbey Brian Turbey Santa Barbara, California Area Details
Brian Turbey's Montecito Bank & Trust Experience March 2010 - September 2012
Job Director
Industry Information Technology and Services
Experience
OSI Hardware  September 2012 - Present
Montecito Bank & Trust   March 2010 - September 2012
Pacific Capital Bancorp  October 2004 - March 2010

Skills
Portfolio Management, Networking, Cisco Technologies, Relationship Management, Financial Analysis, Technology Solutions, Network Hardware, Telecommunications, Risk Management, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Loans, Credit Risk, Underwriting, Loan Origination, Retail Banking, Small Business Lending, Account Management

Education
San Diego State University-California State University   2002 — 2004
MBA, Finance

University of California, Santa Barbara   1994 — 1996
BA, Biological Sciences

Christopher J Murillo Christopher J Murillo Washington D.C. Metro Area Details
Christopher J Murillo's Montecito Bank & Trust Experience March 2003 - September 2004
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State   September 2015 - Present
AUHSD, ACSD, OUSD, HBUHSD, FSD and El Sol Academy   July 2014 - May 2015
Asian Pacific Islander Small Business Program   November 2011 - October 2012
Global Public Policy Institute  May 2010 - July 2010
Peace Corps  August 2007 - June 2009
Peace Corps  September 2004 - October 2006
Montecito Bank & Trust   March 2003 - September 2004
Casa Emanuel   February 2001 - February 2003
Grupo SAMA, S.A.   October 2001 - October 2002
Scottrade  May 2000 - August 2000

Skills
International..., Program Management, Policy Analysis, Public Policy, Non-profits, International Relations, Community Development, Research, Program Evaluation, Nonprofits, Grants, Economic Development, Youth Development, Strategic Planning, Training, Proposal Writing, Capacity Building, Leadership, Organizational..., English, Fundraising, French, Statistics, Excel, Spanish, Intercultural..., Analysis, Volunteer Management, Grant Writing, Community Outreach, Program Development, Policy, NGOs

Education
University of Michigan   2009 — 2011
Master of Public Policy, International Development & Politics

University of Alaska Anchorage   1997 — 2000
BA/BBA, Economics/Finance

Universidad de Costa Rica   1994 — 1995
Generales, Biociencias

California State University-Fullerton

California State University-Fullerton

Colegio Monterrey

Isabel Christina Ossa Isabel Christina Ossa Greater Los Angeles Area Details
Isabel Christina Ossa's Montecito Bank & Trust Experience January 2007 - July 2007
Job at
Industry Health, Wellness and Fitness
Experience
Roaming Hunger  August 2013 - October 2013
Pepperdine University Graziadio School of Business and Management  November 2012 - August 2013
Green Dot Public Schools  October 2012 - February 2013
Pepperdine University Graziadio School of Business and Management  January 2012 - November 2012
Redlands Consumers for Choice   May 2010 - June 2010
Jason's House   July 2007 - February 2008
Montecito Bank & Trust   January 2007 - July 2007
Office Team  April 2006 - December 2006
Eye Clinic, UCSB Student Health   April 2005 - March 2006

Skills
Microsoft Office, Direct Marketing, Customer Service, Management, Behavior Modification, Event Planning, Social Media, Leadership, Human Resources, Fundraising, Public Speaking, Policy, Marketing Communications, Social Media Marketing, Social Networking, Recruiting, Time Management, Marketing, Community Outreach, Nonprofits, Event Management, Interviews, Public Relations, Research, Program Management, Market Research, Advertising, Facebook, Email Marketing, Marketing Strategy, Blogging, Online Marketing, Online Advertising, Copywriting, Strategic Communications, Media Relations

Education
Pepperdine University   2010 — 2014
Masters of Arts

University of California, Santa Barbara   2002 — 2007
BA

Jon Killam Jon Killam Santa Barbara, California Details
Jon Killam's Montecito Bank & Trust Experience July 2013 - Present
Job Senior Information Security Specialist at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   July 2013 - Present
Bank of Hawaii  March 2013 - April 2013
Union Bank  December 2012 - February 2013
Santa Barbara Bank & Trust  February 2011 - December 2012
Ben Ewart Fine Carpentry   March 2008 - January 2011
Montecito Bank & Trust   December 2005 - February 2008
Santa Barbara Bank & Trust  June 2001 - August 2005

Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Banking, Financial Risk, Risk Assessment, Surfing, Awesomeness, Analysis, Process Improvement, Budgets, Acoustic Guitar, Management, Singing, Parenting, Project Planning, Information Security

Education
Cal Poly San Luis Obispo   1997 — 2000
BS, Business/Finance

linda cheresh linda cheresh Santa Barbara, California Area Details
linda cheresh's Montecito Bank & Trust Experience 1990 - 1991
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust  July 2012 - Present
US Bank  November 2010 - July 2012
US Bank  November 2010 - July 2012
Wells Fargo  2002 - 2010
Montecito Bank & Trust   1990 - 1991

Skills
Estate Planning, Investments, Retirement Planning, Portfolio Management, Series 7, Strategic Financial..., Asset Managment, Asset Allocation, Series 63, Credit, Investment Advisory, Mutual Funds, Wealth, Financial Analysis, Investment Management, Wealth Management..., Financial Advisory, Alternative Investments, Asset Management, Equities, Investment Strategies, Credit Analysis

Education
University of California, Santa Barbara   1978 — 1981
Business Econonmics, Business

Daniel Oriskovich Daniel Oriskovich Santa Barbara, California Area Details
Daniel Oriskovich's Montecito Bank & Trust Experience May 2006 - June 2010
Job Executive Director Senior Banker
Industry Financial Services
Experience
JPMorgan Chase  July 2011 - Present
JP Morgan Chase  June 2010 - July 2011
Montecito Bank & Trust   May 2006 - June 2010

Skills
Wealth Management, Commercial Lending, Community Outreach, Portfolio Management, Investments, Mutual Funds, International Banking..., Treasury Management, Asset Based Lending, Investment Banking, Credit, Series 7, Mortgage Lending, Loans, Credit Analysis

Education
Boston College   1992 — 1996
Carrol School of Management, Business, Management, Marketing, and Related Support Services

Kathleen Cressler Kathleen Cressler Ojai, California Details
Kathleen Cressler's Montecito Bank & Trust Experience July 1998 - May 2001
Job Real estate professional at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty  September 2008 - Present
Coldwell Banker The Property Shoppe Brokerage (independently owned and operated)   August 2003 - September 2008
HSBC Bank USA  August 2001 - March 2003
Montecito Bank & Trust   July 1998 - May 2001

Skills
Sellers, Short Sales, Buyer Representation, SFR, First Time Home Buyers, Relocation, REO, Buyers, Relocation Buyers, Horse Properties, Vacant Land Sales, Luxury Home Buyers, Luxury Home Sellers

Education
Boise State University   1986 — 1992
Bachelor's degree, Communication, with an emphasis in journalism and political science

Mountain Home High School   1984 — 1986
High school diploma

Crystal Quintero Crystal Quintero Santa Barbara, California Area Details
Crystal Quintero's Montecito Bank & Trust Experience August 2000 - September 2006
Job Relationship Manager at American Riviera Bank
Industry Banking
Experience
American Riviera Bank  September 2006 - Present
Montecito Bank & Trust   August 2000 - September 2006
Montecito Bank & Trust   August 1994 - August 2000

Skills
Customer Service, Loans, Banking, Portfolio Management, Commercial Lending, Mortgage Lending, Credit, Commercial Banking

Education
University of California, Santa Barbara   1998 — 2000
BA, Communications - Organizational

CBA - Commercial Lending School

Monique Hernandez Monique Hernandez Goleta, California Details
Monique Hernandez's Montecito Bank & Trust Experience May 2008 - Present
Job Electronic Banking Montecito Bank&Trust
Industry Banking
Experience
Montecito Bank & Trust   May 2008 - Present
Community West Bank  February 2000 - March 2008
Great Western Bank  1997 - 1999

Skills
Microsoft Excel, Public Speaking, Outlook, Access, Data Entry, Event Management, Leadership Development, Loans, Social Media

Education
Santa Barbara Business College
Associate's degree, Accounting

Jennifer Hollywood Jennifer Hollywood Greater Los Angeles Area Details
Jennifer Hollywood's Montecito Bank & Trust Experience December 2000 - May 2004
Job Administrative Specialist at City of Santa Barbara Creeks Restoration and Water Quality Improvement Division
Industry Executive Office
Experience
City of Santa Barbara Creeks Restoration and Water Quality Improvement Division   January 2011 - Present
Dennis Allen Associates   March 2005 - September 2010
Capital Pacific Homes  December 2004 - March 2005
Montecito Bank & Trust   December 2000 - May 2004
Cliff Drive Care Center   April 1994 - December 2000

Skills
Accounts Payable, Invoicing, Customer Service, Purchasing, Accounts Receivable, Budget Tracking, Administration, Banking, Database Administration, Excel, Editing, Microsoft Office, Outlook, Organizing, PowerPoint, Quality Assurance, Teaching, Vendor Management, Word, Contract Administration, Banking Operations, Internal Audit

Education
Azusa Pacific University   1996 — 1998
Fine Art & Design

Santa Barbara High School   1993 — 1994

Ventura High School   1990 — 1993

Santa Barbara City College

Jamie Perez Jamie Perez Santa Barbara, California Area Details
Jamie Perez's Montecito Bank & Trust Experience January 2009 - Present
Job Assistant Vice President/Community Outreach & Events Manager, Montecito Bank & Trust
Industry Events Services
Experience
Montecito Bank & Trust   January 2009 - Present
Big Dog Sportswear & The Walking Company   September 2004 - December 2008
Horsepower Promotions   June 2003 - June 2004

Skills
Event Planning, Event Management, Non-profits, Outlook, Customer Service, Social Media Marketing, PowerPoint, Public Relations, Marketing Communications, Fundraising, Social Media, Strategic Planning, Marketing, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Advertising, Nonprofits, Community Outreach, Social Networking, Facebook, Volunteer Management, Corporate Events, Online Marketing, Leadership, Budgets

Education
California Polytechnic State University-San Luis Obispo   1999 — 2004
Bachelor of Liberal Arts, Communication

Bishop Garcia Diego High School

Adam Medina Adam Medina Santa Barbara, California Area Details
Adam Medina's Montecito Bank & Trust Experience April 2015 - Present
Job Branch Support Specialist at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   April 2015 - Present
Montecito Bank & Trust   January 2013 - April 2015
Montecito Bank & Trust   October 2010 - January 2013
Montecito Bank & Trust   September 2009 - October 2010
CVS Health  January 2009 - April 2010
Longs Drugs  April 2005 - January 2009
Mission Mini Mart/Mobil Gas Station   September 2006 - April 2007

Skills
Customer Service, Word, Excel, PowerPoint, Microsoft Office, Outlook, Spanish, Teamwork, Customer Relations, Accounting, Microsoft Word, Microsoft Excel, Risk Management, Banking, Sales, Financial Analysis, Loans, Credit, Retail Banking

Education
Santa Barbara High School   2002 — 2006

Santa Barbara City College
Administration of Justice

Chris Landon Chris Landon Santa Barbara, California Area Details
Chris Landon's Montecito Bank & Trust Experience March 2004 - Present
Job Investment Officer, Portfolio ManagerCFA at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   March 2004 - Present

Education
University of California, Berkeley   1995 — 1999
BS, Business Management, Economics

Tyson Blades Tyson Blades Santa Barbara, California Area Details
Tyson Blades's Montecito Bank & Trust Experience February 2006 - February 2015
Job Manager, Design and Production at Vitamin Angels
Industry Nonprofit Organization Management
Experience
Vitamin Angels  February 2015 - Present
Montecito Bank & Trust   February 2006 - February 2015
Wilson Printing   June 2003 - February 2006
Fidelity National Financial  January 2003 - June 2003

Skills
Advertising, Graphic Design, Newsletters, Social Media, Logo Design, Brochures, Final Cut Pro, Layout, Graphics, Image Manipulation, Flash, Marketing, Videography, Television, InDesign, Illustrator, Posters, Social Media Marketing, Social Networking, Public Relations, Writing, Video, Microsoft Office, Photoshop, Photography, Editing, Adobe Creative Suite, Marketing Communications, Flyers, Nonprofits

Education
University of California, Santa Barbara   1992 — 1996
BA, Classical Languages and Literature

UCSB Extension   1998 — 2001
Graphic Design and Communication, Graphic Design

Deborah Koh Deborah Koh Goleta, California Details
Deborah Koh's Montecito Bank & Trust Experience June 2015 - Present
Job Product Communications Intern at Montecito Bank & Trust
Industry
Experience
Montecito Bank & Trust   June 2015 - Present
Wedbush Securities  February 2015 - June 2015
EvansHardy+Young  October 2014 - December 2014

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Tableau, Research, PowerPoint, Microsoft Word, Social Media, Advertising, Marketing Communications, Public Speaking, Public Relations, Event Planning, Teamwork

Education
University of California, Santa Barbara   2012 — 2016
Bachelor of Arts (B.A.), Communication

Oliver Reisenweber Oliver Reisenweber Santa Barbara, California Area Details
Oliver Reisenweber's Montecito Bank & Trust Experience June 2014 - Present
Job Credit Administration Assistant with MB&T
Industry Banking
Experience
Montecito Bank & Trust   June 2014 - Present
Montecito Bank & Trust   August 2012 - June 2014
Rabobank  July 2010 - August 2012

Skills
Commercial Banking, Retail Banking, Banking, Small Business Lending, Consumer Lending, Credit Analysis, Commercial Lending, Loans, Credit Risk, Lines Of Credit

Education
Santa Barbara City College

Galit Gontar Galit Gontar Santa Barbara, California Details
Galit Gontar's Montecito Bank & Trust Experience May 2014 - August 2015
Job Software Engineer at Technossus
Industry Banking
Experience
Technossus  August 2015 - Present
Montecito Bank & Trust   May 2014 - August 2015
Medicine Mama's Apothecary   April 2013 - May 2014
Magid Masonry   May 2012 - May 2013

Skills
C#, SQL, AngularJS, ASP.NET MVC, ASP.NET Web API, PHP, JavaScript, HTML5, ASP.NET Web Forms, AJAX, Microsoft SQL Server, Visual Studio

Education
Santa Barbara City College   2012 — 2016
Associate of Arts and Sciences (AAS), Computer Science

University of California, Santa Barbara   2009 — 2011
Bachelor's degree, English Language and Literature/Letters

Anthony Coy Anthony Coy Pensacola, Florida Area Details
Anthony Coy's Montecito Bank & Trust Experience August 2013 - May 2014
Job Student Naval Aviator at United States Marine Corps
Industry Military
Experience
United States Marine Corps  January 2014 - Present
Montecito Bank & Trust   August 2013 - May 2014
United States Marine Corps  May 2012 - December 2013
High Velocity Media   March 2004 - December 2013
SDSU Police Department   March 2010 - June 2011
Vantage Point Media  March 2009 - October 2009
Alexander & Associates  March 2009 - August 2009
InFront Tools   September 2006 - September 2008
Coy Consulting Group   April 2003 - September 2005

Skills
Online Advertising, Blogging, Mobile Marketing, Project Management, Marketing, Sales, Web Standards, Business Development, Cross-browser..., Accessibility, Management, XHTML, Domain Registration, Front-end, cPanel, New Business Development, ZenCart, Training, Web Hosting, Strategic Planning, Budgets, MySQL

Education
San Diego State University-California State University   2009 — 2013
BS, Criminal Justice, Public Administration

Frontier High School   2005 — 2009

Breanne Lowry Breanne Lowry Solvang, California Details
Breanne Lowry's Montecito Bank & Trust Experience July 2010 - Present
Job Personal Banker
Industry Banking
Experience
Berkshire Hathaway  January 2012 - Present
Montecito Bank & Trust   July 2010 - Present
Smashbox Cosmetics  2005 - 2009
Bank of America  June 2004 - September 2005

Skills
Customer Service, Sales, Loans, Real Estate, Training, Retail Banking, Banking, Makeup Artistry, Photography, Photos, Retail, Small Business, Marketing, Merchandising, Social Media, Social Networking

Education
San Francisco State University   2007 — 2009
Bachelor of Arts (B.A.), Family and Consumer Science

Sheila Avella Sheila Avella Greater Los Angeles Area Details
Sheila Avella's Montecito Bank & Trust Experience February 2012 - June 2014
Job Seeking Employment as Rental Manager or Executive Assistant
Industry Entertainment
Experience
Branam Enterprises, Inc.   June 2014 - January 2015
Montecito Bank & Trust   February 2012 - June 2014
InterContinental Hotels Group (IHG)   May 2010 - February 2012
InterContinental Hotels Group (IHG)   July 2008 - January 2010

Skills
Customer Service, Vendor Relationship..., Rentals, Executive..., Organization &..., Events Coordination, Scheduling Management, Trucking Logistics, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Time Management, Relationship Management, Budgets, Editing, Corporate Events, Event Management, Outlook, Research, Public Relations, Entertainment, Event Planning, Management, PowerPoint

Education
Dos Pueblos Senior High School   1999 — 2002

Santa Barbara City College
Communication, General

Cody Bidlow Cody Bidlow Santa Barbara, California Area Details
Cody Bidlow's Montecito Bank & Trust Experience August 2010 - October 2011
Job Performance Coach, Owner at Power Train Santa Barbara
Industry Sports
Experience
Grand Canyon University  September 2014 - May 2015
Power Train Santa Barbara   January 2012 - July 2013
Cody's Car Care - Mobile Auto Detailing   January 2009 - November 2012
Montecito Bank & Trust   August 2010 - October 2011

Skills
Microsoft Office, Fitness Training, Coaching, Sales, Microsoft Word, Management, Leadership, Customer Service, PowerPoint, Marketing, Strategic Planning, Team Building, Outlook, Microsoft Excel, Customer Satisfaction, Banking, Sales Management, Credit, Photoshop, Negotiation, Account Management, Athletic Performance, Intercollegiate..., Professional Driving

Education
Grand Canyon University   2013 — 2015
Bachelor’s Degree, B.S. Business - Sports Management

Santa Barbara City College   2010 — 2013
Associate of Arts and Sciences (AAS), Kinesiology and Exercise Science, 3.4

Alan Acosta Alan Acosta Santa Barbara, California Details
Alan Acosta's Montecito Bank & Trust Experience January 2015 - Present
Job Branch Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   January 2015 - Present
Bank of America  February 2007 - October 2014

Skills
Banking, Loans, Retail Banking, Credit

Education
Santa Barbara City College

Vincent Pham Vincent Pham San Francisco Bay Area Details
Vincent Pham's Montecito Bank & Trust Experience June 2012 - January 2013
Job Administrative Assistant at Samsung Global Innovation Center
Industry Facilities Services
Experience
Samsung Global Innovation Center   September 2014 - Present
Double D's Property Maintenance   January 2013 - Present
Montecito Bank & Trust   June 2012 - January 2013
Montecito Bank and Trust   June 2011 - June 2012

Skills
Customer Service, PowerPoint, Outlook, Market Research, Research, Java, C++, Microsoft Office, Photoshop, Illustrator, Call Center, Banking, MySQL, Social Media, Call Centers, Management

Education
University of California, Santa Barbara   2007 — 2011
BA, Global and International Studies

Yonsei University   2010 — 2010
International/Global Studies

Evergreen Valley High School   2003 — 2007

Ryan Lund Ryan Lund Berkeley, California Details
Ryan Lund's Montecito Bank & Trust Experience May 2005 - June 2007
Job Legal caseworker at ASUC Student Legal Clinic
Industry Financial Services
Experience
American Riviera Bank  June 2007 - July 2015
Montecito Bank & Trust   May 2005 - June 2007
Santa Barbara Bank & Trust  June 2003 - May 2005

Skills
Credit, Credit Analysis, Underwriting, Loans, Financial Analysis, Portfolio Management, Banking, Commercial Lending, Management, Relationship Management, Commercial Real Estate, Real Estate, Small Business Lending, Business Development, Commercial Banking, Finance, Loan Origination, Mortgage Lending, Customer Service, Retail Banking, Risk Management, Investments, Consumer Lending, Mortgage Banking, Credit Risk

Education
University of California, Berkeley   2015 — 2017
Political Science, Political Science and Government

Santa Barbara City College   2011 — 2015
Political Science and Government

San Francisco Art Institute   1998 — 2000
Oil Painting

Shawn (Hongxuan) Jiang Shawn (Hongxuan) Jiang Santa Barbara, California Area Details
Shawn (Hongxuan) Jiang's Montecito Bank & Trust Experience June 2015 - Present
Job Client Insight Intern at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust   June 2015 - Present
IntBridge   December 2014 - Present
Office of International Students & Scholars, UC Santa Barbara   December 2012 - January 2015
Sino-Australian International Trust Co.   July 2013 - August 2013

Skills
Data Analysis, Financial Analysis, R, SAS, Tableau, Public Speaking, Microsoft Excel, Python, C++, Microsoft Office, Financial Planning, Text Mining, Business Intelligence, Community Outreach, Student Affairs, Higher Education, Teaching, Event Planning, Nonprofits, Grant Writing, Piano

Education
UCSB   2012 — 2016
Bachelor of Science (B.S.), Financial Mathematics and Statistics

Jiangsu Xinhai Senior High School   2009 — 2012

Audrey A. King Audrey A. King Greater Detroit Area Details
Audrey A. King's Montecito Bank & Trust Experience May 2002 - July 2006
Job Training and Development Manager at Michigan First Credit Union
Industry Banking
Experience
Michigan First Credit Union  October 2012 - Present
TrainingFolks  January 2010 - September 2012
CAbi Clothing  August 2005 - August 2009
Montecito Bank & Trust   May 2002 - July 2006
Fifth Third Bank  July 1997 - April 2002

Skills
Research, Sales, Photoshop

Education
Albion College
Bachelor of Arts (B.A.), English, minor in Journalism

Aquinas College
Secondary Teacher Certification, Education

Johnny Singh Johnny Singh Santa Barbara, California Details
Johnny Singh's Montecito Bank & Trust Experience October 2012 - January 2013
Job Registered Representative at Ameriflex Financial
Industry Financial Services
Experience
Ameriflex Financial   June 2014 - Present
Silicon Valley Bank  September 2013 - March 2014
Montecito Bank & Trust   October 2012 - January 2013
Santa Barbara Bank and Trust  February 2012 - June 2012
Wells Fargo  June 2011 - February 2012

Skills
Social Networking, Microsoft Excel, PowerPoint, Event Planning, Leadership, Social Media, Public Speaking, Customer Service, Loans, Microsoft Office

Education
University of California, Santa Barbara

Pam Beckerman Pam Beckerman Greater Atlanta Area Details
Pam Beckerman's Montecito Bank & Trust Experience 1991 - 1997
Job Senior HR Director at Jabian Consulting
Industry Human Resources
Experience
Jabian Consulting  May 2013 - Present
Metro Atlanta Chamber  October 2009 - May 2013
Kurt Salmon (KSA)   April 1997 - October 2009
Montecito Bank & Trust   1991 - 1997
Santa Barbara City College  1993 - 1995

Skills
Organizational..., Performance Management, Employee Relations, Leadership Development, Talent Management, Succession Planning, Recruiting, Human Resources, Change Management, Talent Acquisition, Organizational Design, Workforce Planning, Organizational..., Employee Engagement, HRIS, Strategic Planning, Executive Coaching, Coaching, Training, Management Consulting, Personnel Management, Leadership, Employer Branding, Onboarding, Strategy, Program Management, Staff Development, Team Building, Management, Business Strategy, Career Development, Applicant Tracking..., HR Consulting, Deferred Compensation, Employee Benefits, Consulting, Interviews, CRM, Hiring, College Recruiting, Executive Search, Temporary Placement, Employee Training, HR Policies, Sourcing, Employee Wellness...

Education
University of California, Santa Barbara   1989 — 1991
MA, Communication

Cornell University   1974 — 1978
BS ILR, Human Resources Management

Kathy Frausto Kathy Frausto Greater Los Angeles Area Details
Kathy Frausto's Montecito Bank & Trust Experience
Job
Industry Banking
Experience
Montecito Bank & Trust  

Skills
Banking, Microsoft Office

Education
Santa Barbara City College   1997 — 1998
Real Estate

Maria Nguyen Maria Nguyen San Francisco Bay Area Details
Maria Nguyen's Montecito Bank & Trust Experience November 2007 - August 2009
Job Market Human Resources Manager at ABM Industries
Industry Human Resources
Experience
ABM Industries  February 2015 - Present
Hella Tight Brand, Inc.   September 2014 - Present
Georgia-Pacific LLC  March 2013 - September 2014
Georgia-Pacific LLC  March 2013 - September 2014
Georgia-Pacific LLC  March 2013 - June 2013
Covenant Law Group and Villa Vincenza   2012 - 2013
University of San Diego School of Law  August 2011 - May 2012
Various Firms and Practices   2009 - 2012
Montecito Bank & Trust   November 2007 - August 2009
Montecito Bank & Trust   February 2007 - November 2007

Skills
Committed to..., Business Strategy, Human Resources, Research, Employee Relations, Continuous Improvement, Value Creation, Achieving Measurable..., Creative Problem Solving, Change Management, Labor Relations, Employment Law, Talent Management, Talent Acquisition, Highly detail oriented, Organizational Structure, Career Development, Leadership Development, Employee Training, Staff Development, Project Management, Communication Skills, Building Relationships, Customer Satisfaction, Multi Tasking, Fierce Conversations, Performance Management, Mediation, Arbitration, Legal Writing, Onboarding, Management, Training, Employee Benefits, Personnel Management, Benefits Administration

Education
University of San Diego School of Law   2009 — 2012
Juris Doctor, Concentration in Business & Corporate Law

University of California, Santa Barbara   2006 — 2008
Professional Certificate, Human Resources Management

Colby College   2001 — 2005
BA, Art: Concentrations in both Art History & Sculpture

Evgeniya Ivashchenko Evgeniya Ivashchenko Santa Barbara, California Details
Evgeniya Ivashchenko's Montecito Bank & Trust Experience April 2015 - Present
Job Portfolio Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   April 2015 - Present
Montecito Bank & Trust   January 2014 - April 2015
Montecito Bank & Trust   March 2013 - January 2014
Union Bank  December 2012 - March 2013
Santa Barbara Bank & Trust  June 2011 - December 2012
Santa Barbara Bank & Trust  September 2010 - June 2011

Skills
Purchasing, Banking, Vendor Management, Budgets, Analysis, Loans, Financial Analysis, Corporate Finance, Credit Risk

Education
University of California, Santa Barbara   2011 — 2012
Master of Arts (M.A.), Economics

Udmurt State University   2002 — 2007
Master of Arts (M.A.), Linguistics and Cross-Cultural Communication

Gracie (Gracie Lazaro) Jerez Gracie (Gracie Lazaro) Jerez Santa Barbara, California Area Details
Gracie (Gracie Lazaro) Jerez's Montecito Bank & Trust Experience July 2012 - December 2013
Job Workday HRIS Coordinator for Patagonia, Works
Industry Human Resources
Experience
Patagonia  June 2015 - Present
Deckers Brands  December 2013 - June 2015
Montecito Bank & Trust   July 2012 - December 2013
Cottage Health System  May 2012 - July 2012
AGIA  March 2008 - September 2010
Fess Parker's Doubletree Resort  December 2006 - March 2008
Ty Warner Hotels & Resorts, LLC   February 2004 - June 2006

Skills
Event Planning, Onboarding, Research, Employee Benefits, Microsoft Excel, Customer Service, Social Media, Recruiting, HRIS, Human Resources, PeopleSoft, Performance Management, Social Networking, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Team Building, Data Entry, Organizational..., Leadership Development, Events Coordination, ADP HRB, ADP Payroll, Presentations, Interviews, Communication, Management, Deferred Compensation, Open Enrollment, Benefits Administration, Job Descriptions, Coaching, Employee Relations, Spanish, Health Insurance, Job Fairs, Applicant Tracking..., Public Speaking, Sales, Talent Management, Talent Acquisition, Background Checks, Training, Leadership, Employee Training, Hiring, Project Management, Project Planning, Workday

Education
Antioch University-Santa Barbara   2013 — 2014
Sociology

Santa Barbara City College   2010 — 2014
Associate of Arts (AA), Sociology

Bishop Garcia Diego High School   1998 — 2001
High School Diploma

Matt Bertolet Matt Bertolet Santa Barbara, California Area Details
Matt Bertolet's Montecito Bank & Trust Experience July 2012 - Present
Job Director of Client Insight at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   July 2012 - Present
Montecito Bank & Trust   July 2010 - July 2012
Montecito Bank & Trust   July 2007 - July 2010
Montecito Bank & Trust   July 2006 - July 2007

Skills
Strategic Planning, Marketing, Data Analysis, Data Modeling, Data Mining, R, R-Studio, Microsoft Excel, Market Research, Marketing Communications, Banking, Product Management, Microsoft Office, Market Analysis, Project Management, SNL, Hoovers, D&B, Business Analytics, Experian iScreen, Touche Analyzer, Advertising, PowerPoint, Product Development, Microsoft Word

Education
California State University-Northridge   2004 — 2006
Bachelor's Degree, Economics

Santa Barbara City College   2003 — 2004
Associate's Degree, Economics

University of California, Santa Cruz   2000 — 2002
Bachelor's Degree, Mathematics

Adam Schnee Adam Schnee Alpharetta, Georgia Details
Adam Schnee's Montecito Bank & Trust Experience July 2013 - September 2013
Job Data Science Intern at CareerBuilder
Industry Information Technology and Services
Experience
University of Tennessee  August 2014 - Present
CareerBuilder  May 2015 - August 2015
CEMA at UCSB Davidson library   April 2012 - June 2014
Montecito Bank & Trust   July 2013 - September 2013
UCSB Math Department   January 2013 - June 2013
Aim Mail Centers  August 2008 - August 2010

Skills
Matlab, Microsoft Access, Microsoft Excel, R, JMP, MySQL, Tableau, Photoshop, Applied Mathematics, Statistics, PowerPoint, Hive, Google BigQuery

Education
University of Tennessee-Knoxville   2014 — 2015
Master of Science (M.S.), Business Analytics

University of California, Santa Barbara   2010 — 2014
Bachelor of Science (B.S.), Mathematical Sciences

Sandra Perko Sandra Perko San Francisco Bay Area Details
Sandra Perko's Montecito Bank & Trust Experience September 2010 - June 2013
Job Director of Operations at SIPX
Industry Internet
Experience
SIPX, Inc. (formerly Stanford Intellectual Property Exchange)   November 2012 - Present
Montecito Bank & Trust   September 2010 - June 2013
Sage Hospitality Resources  October 2009 - August 2010
National Multiple Sclerosis Society  January 2009 - May 2009

Skills
Finance, Budgets, Credit, Operations Management, Digital Copyright, Educational Technology, Early-stage Startups, Management, Outlook, Sales, Portfolio Management, Leadership, Loans, Microsoft Excel, Team Building, Event Planning, Social Media, Strategy, Training, Strategic Planning, Event Management, Marketing

Education
University of Denver   2006 — 2009
Bachelor's Degree, International Business

Chris (Dougherty) DeVries Chris (Dougherty) DeVries Carpinteria, California Details
Chris (Dougherty) DeVries's Montecito Bank & Trust Experience August 2003 - September 2006
Job Managing Director, Private Banking at Union Bank
Industry Banking
Experience
Union Bank  April 2014 - Present
Union Bank  January 2010 - April 2014
Santa Barbara Bank & Trust  March 2009 - December 2009
Santa Barbara Bank & Trust  October 2006 - March 2008
Montecito Bank & Trust   August 2003 - September 2006
First Republic Bank  August 2002 - August 2003
Santa Barbara Bank & Trust  November 1993 - August 2002
Wells Fargo  November 1985 - November 1993
Central Bank of Lake of the Ozarks  October 1984 - September 1985
Old Admiral's Inn   October 1983 - September 1984

Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis

Education
University of Delaware   1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism

Archmere Academy   1975 — 1979

Suzanne Perna Suzanne Perna Madison, Wisconsin Details
Suzanne Perna's Montecito Bank & Trust Experience March 1985 - January 1988
Job General Manager/Rupert Cornelius, local womens clothing store
Industry Retail
Experience
Rupert Cornelius   July 2002 - Present
Santa Barbara Bank & Trust  May 1988 - May 1990
Montecito Bank & Trust   March 1985 - January 1988

Skills
Attentiveness to Detail, Payroll Services, Organizational Vision, Account Reconciliation, Employee Training, Managing Associates, Associate Development, Store Operations, Sales, Retail, Visual Merchandising, Customer Service, Leadership, Social Media Marketing, Marketing, Recruiting

Education
Santa Barbara City College   1982 — 1983
General Studies

Audrey A. King Audrey A. King Greater Detroit Area Details
Audrey A. King's Montecito Bank & Trust Experience June 2002 - July 2006
Job HR Training and Development Manager at Michigan First Credit Union
Industry Human Resources
Experience
Michigan First Credit Union  October 2012 - Present
TrainingFolks  November 2011 - March 2012
TrainingFolks  August 2011 - October 2011
TrainingFolks  April 2011 - June 2011
TrainingFolks  February 2010 - December 2010
CAbi, LLC.   January 2006 - December 2008
Montecito Bank & Trust   June 2002 - July 2006
Fifth Third Bancorp  July 2000 - April 2002
Fifth Third Bancorp  July 1998 - July 2000
Campus Academy High School   August 1995 - June 1997

Skills
Leadership Development, Needs Analysis, Staff Development, Team Building, Instructional Design, Customer Service, Instructor-led Training, Workshop Facilitation, Sales Process, Direct Sales, Banking, Teaching, Writing, Internal Communications

Education
Albion College   1987 — 1991
B.A., English

Aquinas College   1992 — 1993
Teacher Certification, Secondary Education

David Hellewell, CTFA David Hellewell, CTFA Santa Barbara, California Area Details
David Hellewell, CTFA's Montecito Bank & Trust Experience 1998 - 2000
Job Vice President, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  August 2009 - Present
Fidelity Investments  2004 - 2009
Bank of the West  2002 - 2004
Bank of America  2000 - 2002
Montecito Bank & Trust   1998 - 2000

Education
Brigham Young University   1981 — 1984
BA, Public Policy

Bob Rifkin Bob Rifkin Santa Barbara, California Area Details
Bob Rifkin's Montecito Bank & Trust Experience September 1996 - July 2006
Job Mortgage Broker at Allyn and Associates Mortgage lending
Industry Banking
Experience
Allyn and Associates Mortgage lending   September 2008 - Present
Wells Fargo  October 2006 - September 2008
Montecito Bank & Trust   September 1996 - July 2006

Education
Brooklyn College   1962 — 1967
Bachelor's degree, History, Good enough to graduate !!

Sheepshead Bay H.S. in Brooklyn NY

Carolyn Tulloh Carolyn Tulloh Santa Barbara, California Area Details
Carolyn Tulloh's Montecito Bank & Trust Experience December 2014 - Present
Job Vice President, Manager of Product Development, Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   December 2014 - Present
Montecito Bank & Trust   April 2005 - December 2014
Pacific Capital Bancorp, N.A   September 1999 - April 2005
Bank One Corporation  December 1996 - August 1999
Bank One Corporation  May 1993 - August 1996
First Fidelity Bancorporation  April 1991 - May 1993
Mellon Bank  October 1988 - October 1990
Home Savings of America, H. F. Ahmanson   October 1983 - October 1988
Security Pacific National Bank  October 1980 - October 1983

Skills
Marketing, Direct Marketing, Marketing Communications, Advertising, Social Media Marketing, Strategic Planning, Risk Management, Banking, Brand Development, Market Research, Project Management, Product Management, Marketing Strategy, Team Leadership, Product Development, Integrated Marketing..., Public Relations, Training & Development, Media Planning

Education
The Ohio State University
B.S, Social Studies Education

California State College
Masters Degree, Education

Cathy Dinh Cathy Dinh San Diego, California Details
Cathy Dinh's Montecito Bank & Trust Experience 2004 - 2007
Job Development Accountant at Kilroy Realty Corporation
Industry Construction
Experience
Kilroy Realty Corporation  November 2013 - Present
Outback Steakhouse  November 2012 - November 2013
The Towbes Group, Inc.   January 2007 - October 2013
LaFond & Pampered Palate Fine Catering   2008 - 2012
Santa Barbara Polo Club   2008 - 2012
Action PhotoBooth   2007 - 2011
Montecito Bank & Trust   2004 - 2007
Pacific Capital Bancorp  2000 - 2004

Skills
Accounting, Construction, Yardi, Sage Timberline Office, Microsoft Excel, Banking, Customer Service, Financial Analysis, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Credit, Risk Management, Leadership, Loans, Analysis, Budgets, Facebook, General Ledger, Hospitality, Retail, Video Editing, Windows, Timberline Accounting, Google Chrome, Financial Statements, Balance Sheet, Journal Entries, Office Administration, Contract Management, General Insurance, Mechanics Liens

Education
University of California, Santa Barbara   1997 — 2000
Yes

Pat Leaver Pat Leaver Greater Los Angeles Area Details
Pat Leaver's Montecito Bank & Trust Experience November 1994 - April 2000
Job
Industry Consumer Electronics
Experience
Washington Mutual Bank  January 2001 - February 2008
Montecito Bank & Trust   November 1994 - April 2000
Bank of America  September 1980 - November 1993

Skills
Business Analysis, Customer Service, Leadership, Project Management, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, Product Management, Strategic Planning

Education
Stanford Continuing Studies   2004 — 2006
Program Management

Loyola Marymount University   1973 — 1977
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Dom Tallerico Dom Tallerico Los Angeles, California Details
Dom Tallerico's Montecito Bank & Trust Experience 2008 - 2009
Job Financial Services
Industry Financial Services
Experience
Wilshire State Bank  November 2012 - Present
PacWest Bancorp   June 2010 - December 2010
Montecito Bank & Trust   2008 - 2009
Triad Financial /RoadLoans.com   2005 - 2007
Countrywide Home Loans  2004 - 2005
Wells Fargo Bank  2002 - 2003
KPMG  1997 - 2002
Citibank  1992 - 1997
Bank of America  1984 - 1992

Skills
Enterprise Risk..., Banking, Financial Risk, Risk Management, Financial Analysis, AML, Credit Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Due Diligence, Operational Risk, Internal Controls, Financial Modeling, IT Audit, Retail Banking, Sarbanes-Oxley, Auditing, Accounting, COSO, CISA, Mergers & Acquisitions, Fraud, Credit, Loans, Finance, Financial Audits, Commercial Lending, Portfolio Management, Commercial Banking, Cash Management, Corporate Finance, SEC filings, Corporate Governance

Education
San Francisco State University   1979 — 1981
MBA, Finance

University of California, Berkeley   1973 — 1977

Katharine O'Neal Katharine O'Neal Santa Barbara, California Area Details
Katharine O'Neal's Montecito Bank & Trust Experience April 2012 - April 2013
Job Consultant at Duffield Lane
Industry Financial Services
Experience
Duffield Lane   June 2014 - Present
Montecito Bank & Trust   April 2012 - April 2013
Montecito Bank & Trust   April 2012 - September 2012
Ernst & Young  June 2009 - April 2012
Santa Barbara Magazine  2005 - 2007

Skills
Finance, Management, Financial Analysis, Analysis, Auditing, Strategic Planning, Internal Audit, Financial Modeling, Accounting, Internal Controls

Education
University of San Francisco   2007 — 2009
MBA, Finance

University of San Francisco - Masagung Graduate School of Management   2007 — 2009
Master of Business Administration (MBA), Accounting and Finance

University of California, Santa Barbara   1999 — 2003
BFA, Dramatic Art

Marni Brook Marni Brook Greater Los Angeles Area Details
Marni Brook's Montecito Bank & Trust Experience July 2014 - Present
Job Director of Premier Client Services/Business Banking at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   July 2014 - Present
Montecito Bank & Trust   November 2007 - July 2014
Ventura County Business Bank   April 2005 - October 2007
Montecito Bank & Trust   May 2000 - April 2005

Skills
Small Business Lending, Commercial Lending, Banking, Loans, Commercial Banking, Credit, Credit Analysis, Strategic Planning, Retail Banking, Portfolio Management, Real Estate, Consumer Lending, Sales, Coaching, Sales Management, Team Building, Leadership Development, Sales Process

Education
University of California, Santa Barbara   1990 — 1994
Bachelor of Arts (B.A.), English Literature

Laurie Leighty Laurie Leighty Santa Barbara, California Area Details
Laurie Leighty's Montecito Bank & Trust Experience October 1980 - April 2004
Job Sr. VP/Head of Operations & HR at American Riviera Bank
Industry Banking
Experience
American Riviera Bank  May 2005 - Present
Montecito Bank & Trust   October 1980 - April 2004
Montecito Bank & Trust   October 1980 - April 2004

Skills
Banking, Commercial Banking, Retail Banking, Leadership, Risk Management, PowerPoint, Credit, Financial Risk, Portfolio Management, Loans, Financial Analysis, Marketing, Credit Risk

Education
University of California, Santa Barbara   1976 — 1978
Ergonomics

Foothill College   1973 — 1976
Associate of Arts (AA), General Studies

Sarah Rogstad Sarah Rogstad Santa Barbara, California Area Details
Sarah Rogstad's Montecito Bank & Trust Experience August 2006 - August 2007
Job Director, Operations & Client Strategy, Conversant, Inc
Industry Marketing and Advertising
Experience
Conversant, Inc. (formerly ValueClick Media)   2008 - Present
Lindamood-Bell Learning Processes  August 2007 - February 2008
Montecito Bank & Trust   August 2006 - August 2007

Skills
Affiliate Marketing, Online Advertising, Marketing, Web Analytics, Digital Marketing, Display Advertising, Advertising, Social Media, DoubleClick, Media Planning, Media Buying, Email Marketing, Ad Networks, SEM, PPC, Mobile Marketing

Education
Gordon College   2002 — 2006
Bachelor of Arts, English Language and Literature, General

Rechelle Ringer Rechelle Ringer Santa Barbara, California Area Details
Rechelle Ringer's Montecito Bank & Trust Experience April 2004 - May 2006
Job Operations & Marketing Support at American Riviera Bank
Industry Banking
Experience
American Riviera Bank (arbv)   May 2006 - Present
Montecito Bank & Trust   April 2004 - May 2006
Montecito Bank & Trust   June 1998 - April 2004
Bank of Montecito   June 1995 - June 1998

Skills
Graphic Design, Computer Graphics, Computer Graphics Design, InDesign, Marketing, Marketing Communications, Social Media Marketing, Communication, System Administration, Procedure Development, Procedure Creation, Banking, Newsletters, Management, Customer Service, Supervisory Skills, Team Building, Microsoft Office, Microsoft Word, Social Media, Budgets, Nonprofits, Microsoft Excel, PowerPoint, Report Writing, Quicken, Training, Event Planning, Event Management, Fine Art, Visual Arts, Retail Banking, Instructor-led Training, Commercial Banking

Education
Westmont College   1997 — 1998
Secondary Education and Teaching, Education

Westmont College   1995 — 1997
Bachelor's Degree, Art & English-Modern Languages

Santa Barbara City College   1993 — 1995
Art, Spanish, General Ed

Chris Morales Chris Morales Santa Barbara, California Area Details
Chris Morales's Montecito Bank & Trust Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Montecito Bank & Trust   2008 - Present
Western Collegiate Model United Nations   2014 - 2015
UCSB AS Program Board Alumni  2013 - 2015
Dons Net Cafe   2007 - 2012
Mission Wealth Management  2006 - 2008

Skills
Financial Planning, Credit, Excel, Microsoft Office, PowerPoint, Outlook, Research, Wealth Management, Risk Management, Budgeting, Strategic Planning, Non-profits, Writing, Banking, Coaching, Teaching, Budgets, Strategic Financial..., Microsoft Excel, Investments, Fundraising, Portfolio Management, Retirement Planning, Leadership, Investment Advisory, Nonprofits, Mutual Funds, Loans, Finance, Credit Analysis, Public Speaking

Education
Cannon Financial Institute

Cannon Trust School

University of California, Santa Barbara   1985 — 1987
Bachelors, Political Science

UCSB Extension   2003 — 2005
Certificate, Professional Financial Planning

UCLA Extension   1988 — 1990
Certificate, Journalism

SBCC

Jennifer Gimblin Jennifer Gimblin Santa Barbara, California Area Details
Jennifer Gimblin's Montecito Bank & Trust Experience February 2007 - December 2008
Job Implementation Specialist at Local Software Company
Industry Computer Software
Experience
JobAps   December 2008 - Present
Montecito Bank & Trust   February 2007 - December 2008

Education
American Academy of Dramatic Arts   1998 — 2000
A.A., Drama

University of California, Los Angeles

University of California, Santa Barbara
B.A., Film Studies

Jeff Pittman Jeff Pittman Santa Barbara, California Area Details
Jeff Pittman's Montecito Bank & Trust Experience November 2011 - Present
Job Executive Vice President, Director of Wealth Management at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust   November 2011 - Present
Wells Fargo Wealth Management Group  January 2004 - October 2011
Wells Fargo Investments  January 1999 - January 2004
Wells Fargo Investments  July 1992 - December 1998
PAMCO Securities   October 1990 - June 1992
IDS Financial Services  September 1989 - October 1990

Education
Loyola Marymount University   2000 — 2002
MBA, Finance

California State University-Long Beach   1979 — 1985
B.A., Communications

Savannah High   1977 — 1979
High School Diploma

College for Financial Planning
CFP(R), Financial Planning

Investment Management Consultants Association
CIMC®, CPWA®, Investments

Sal Sandoval Sal Sandoval Greater Los Angeles Area Details
Sal Sandoval's Montecito Bank & Trust Experience October 2006 - Present
Job VP Branch Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   October 2006 - Present
Wells Fargo Bank  1997 - 2005
Wells Fargo  September 1994 - March 2004

Skills
Loans, Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Investments, Strategic Financial..., Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Risk Management, Mutual Funds, Sales Management, Leadership, Real Estate, Management, Small Business, New Business Development, Strategic Planning, Team Building, Budgets, Commercial Lending, Underwriting, Financial Analysis, Investment Advisory, Series 7

Education
California Lutheran University   1974 — 1979

California Lutheran University   1974 — 1978
BS

Baldwin Park High School   1971 — 1976

Janet Garufis Janet Garufis Santa Barbara, California Area Details
Janet Garufis's Montecito Bank & Trust Experience November 2004 - Present
Job President & CEO at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust   November 2004 - Present
Bank of America  1991 - 1998
Security Pacific National Bank  1972 - 1991

Skills
Public Relations, Retail Banking, Credit, Financial Modeling, Loans, Commercial Banking, Event Planning, Management, Loan Origination, Budgets, New Business Development, Private Banking, Mergers & Acquisitions, Wealth Management, Sales Management, Small Business Lending, Customer Service, Commercial Lending, Sales, Valuation, Coaching, Business Strategy, Investments, Credit Analysis, Marketing, Treasury Management, Mortgage Lending, Underwriting, Portfolio Management, Leadership, Real Estate, Banking, Strategic Financial..., Series 7, Microsoft Excel, Strategic Planning, Financial Analysis, Business Development, Organizational..., Leadership Development, Entrepreneurship, Fundraising, Accounting, Asset Management, Social Media, Risk Management, Team Building, Nonprofits, Auditing, Finance

Education
University of California, Santa Barbara   2002 — 2005
PhD - candidate (not earned yet!), Education/Composition & Rhetoric

California State University-Northridge   2000 — 2002
M.A., English/Composition & Rhetoric

Pacific Coast Banking School   1984 — 1986
Graduate School of Banking, Banking, Finance

California State University-Northridge   1973 — 1977
B.A., English

UCLA   1971 — 1972
none, Science and English

Marymount High School, Los Angeles   1967 — 1971
Diploma

Rusty Watson Rusty Watson Greater Los Angeles Area Details
Rusty Watson's Montecito Bank & Trust Experience July 2011 - October 2012
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

Manita Yin Hanson Manita Yin Hanson Santa Barbara, California Area Details
Manita Yin Hanson's Montecito Bank & Trust Experience June 2013 - Present
Job Project Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   June 2013 - Present
Santa Bank & Trust/Union Bank   January 2010 - May 2013
Pacific Capital Bancorp  September 2006 - January 2010

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

University of California, Santa Barbara   1995 — 1999
BA, Political Science and Communication

Heidi Cougoule Heidi Cougoule Santa Barbara, California Details
Heidi Cougoule's Montecito Bank & Trust Experience May 2011 - Present
Job Branch Manager/ Vice President at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   May 2011 - Present
Mechanics Bank  May 2001 - May 2011

Skills
Small Business Lending, Loans, Banking, Commercial Lending, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Wealth Management, Underwriting

Education
San Francisco State University
Bachelors of Science, Business Administration

Stevie Balfour-Ritchie Stevie Balfour-Ritchie Santa Barbara, California Area Details
Stevie Balfour-Ritchie's Montecito Bank & Trust Experience January 1999 - February 2007
Job AVP Service Manager at American Riviera Bank
Industry Banking
Experience
American Riviera Bank (arbv)   July 2007 - Present
community west bank  February 2007 - June 2007
montecito bank & trust   January 1999 - February 2007
Bank of america  1994 - 1999

Skills
Banking, Commercial Lending, Commercial Banking

Education
Santa Barbara City College   1993 — 1998

Clyde Freeman Clyde Freeman Santa Barbara, California Area Details
Clyde Freeman's Montecito Bank & Trust Experience May 2003 - Present
Job VP Commercial Real Estate at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   May 2003 - Present
Valencia Bank & Trust   September 1998 - 2003

Education
California State University-Northridge   1975 — 1977
Master's degree, Accounting and Finance

Jason Brenier, CPA Jason Brenier, CPA Greater San Diego Area Details
Jason Brenier, CPA's Montecito Bank & Trust Experience June 2005 - June 2006
Job Manager at Polito Eppich Associates, LLP
Industry Accounting
Experience
Polito Eppich Associates, LLP  January 2007 - Present
BNI Escondido   2009 - 2010
Montecito Bank & Trust   June 2005 - June 2006

Skills
Customer Service, Financial Statements, Loans, Sales, Auditing, Management Consulting, Tax, Accounts Payable, Accounting, Small Business, Financial Analysis, Credit

Education
University of California, Santa Barbara   2002 — 2005
B.A., Business Economic with an Emphasis in Accounting

Julienne Amsden Julienne Amsden Greater Los Angeles Area Details
Julienne Amsden's Montecito Bank & Trust Experience October 2004 - March 2008
Job Bookkeeper at Addaday
Industry Health, Wellness and Fitness
Experience
RAND Corporation  August 2015 - Present
Addaday   March 2014 - August 2014
Thomson Reuters  January 2013 - January 2014
Sage Publications  March 2008 - December 2012
Montecito Bank & Trust   October 2004 - March 2008

Skills
Publishing, Copy Editing, Online Publishing, Content Development, Publications, Journals, Academic Publishing, Content Management, Editorial, Project Management, Ebooks, Proofreading, Technical Writing, Procedure Manuals, Editing, Educational Publishing, Legal Editing, Microsoft Office, Research, Magazines, Web Content, Customer Service, Digital Media, Bookkeeping, Accounts Receivable, Accounts Payable, Financial Analysis, Invoice Processing, Invoicing, Inventory Management, Shipping & Receiving, Personnel Supervision, International Shipping, Physical Inventory

Education
UC Santa Barbara   2000 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters

UC Santa Cruz   1998 — 1999
Literature

Cleveland   1995 — 1998
High School, Humanities

Tony Dinh Tony Dinh San Francisco Bay Area Details
Tony Dinh's Montecito Bank & Trust Experience 2006 - 2008
Job Associate Relationship Management
Industry Banking
Experience
First Republic Bank  2013 - Present
First Republic Bank  2011 - 2013
Montecito Bank & Trust   2006 - 2008

Skills
Commercial Real Estate, Sales, Private Banking, Financial Analysis, Underwriting, Residential Mortgages, Financial Services, Credit Analysis, Single Family Homes, Real Estate Due..., Real Estate Financing, Commercial Lending

Education
University of California, Santa Barbara
BA

Christine Satow Christine Satow Greater Los Angeles Area Details
Christine Satow's Montecito Bank & Trust Experience 1982 - 2000
Job Independent Writing and Editing Professional
Industry Computer Software
Experience
Fiserv/XP Systems   2000 - 2009
Montecito Bank & Trust   1982 - 2000

Education
University of South Alabama
B.S., Business Management

Robert Luria Robert Luria Santa Barbara, California Area Details
Robert Luria's Montecito Bank & Trust Experience October 2009 - Present
Job Sr. Financial Analyst at Montecito Bk & Trust
Industry Banking
Experience
Montecito Bank & Trust   October 2009 - Present
Affinity Bank  May 2002 - September 2009
Pacific Capital Bancorp  1994 - 2002
La Cumbre Savings Bank   1992 - 1994
Santa Barbara Savings & Loan  1988 - 1992

Education
Pacific Coast Banking School   2006 — 2008
Certificate in Banking, Banking, 3.3

University of California, Santa Barbara   1989 — 1991
Certificate in Accounting, Accounting, 3.7

Cornell University   1973 — 1978
B.S., Hotel Administration, 2.7

JEB Stuart   1969 — 1973
High School, General, 3.0

Viara Vachovska Viara Vachovska Santa Barbara, California Area Details
Viara Vachovska's Montecito Bank & Trust Experience April 2013 - Present
Job AVP, Portfolio Manager
Industry Banking
Experience
Montecito Bank & Trust   April 2013 - Present

Skills
Financial Planning, Analysis, Banking, Credit, Loans, Portfolio Management, Risk Management, Strategic Financial..., Commercial Lending, Commercial Banking, Credit Analysis

Education
Santa Barbara City College
Accounting

University of National and World Economy, Sofia, Bulgaria
Master of Science (MS), International Relations, Economics

Kristen Berni Kristen Berni San Francisco Bay Area Details
Kristen Berni's Montecito Bank & Trust Experience June 2009 - August 2010
Job Finance Manager at ForeScout Technologies
Industry Accounting
Experience
ForeScout Technologies  March 2014 - Present
Dell Wyse  October 2010 - February 2014
Montecito Bank & Trust   June 2009 - August 2010
Pacific Capital Bancorp  July 2007 - July 2009
Placer Sierra Bank  January 2006 - February 2007

Skills
Banking, Financial Analysis, Risk Management, Accounting, Credit Analysis, Auditing, US GAAP, CPA, Financial Accounting, Commercial Banking, Mergers, Microsoft Excel, Budgets, Strategic Planning, Hyperion Planning, Headcount Reporting, A/R collections, Financial Forecasting, Foreign Exchange, Letters of Credit, Anti Money Laundering, Pivot Tables

Education
University of California, Santa Barbara
B.A., Political Science

Kaplan University
Masters of Science, Accounting

Linda Ngoclan Nguyen Linda Ngoclan Nguyen San Francisco Bay Area Details
Linda Ngoclan Nguyen's Montecito Bank & Trust Experience September 2007 - June 2008
Job Accounting Manager at The Market on Market LLC
Industry Accounting
Experience
The Market on Market  May 2015 - Present
Ripple Labs  August 2014 - April 2015
Lithium Technologies  November 2013 - July 2014
Velti  July 2012 - November 2013
MarketTools, Inc.   September 2011 - July 2012
Signal to Noise  August 2010 - September 2011
VaxGen  February 2010 - July 2010
SingerLewak, LLP  September 2008 - May 2009
Montecito Bank & Trust   September 2007 - June 2008
Blockbuster  July 2006 - September 2006

Skills
General Ledger, Accounts Receivable, Account Reconciliation, Accounting, Auditing, Financial Accounting, Invoicing, Finance, Revenue Recognition, Accounts Payable, Financial Reporting, US GAAP, SEC filings, Management, Due Diligence, Great Plains Software, Sarbanes-Oxley Act, Internal Controls, GAAP, Payroll, Financial Analysis, QuickBooks, Internal Audit, Forecasting, PeopleSoft, Managerial Finance, Financial Statements, Strategic Financial..., Consolidation, Mergers & Acquisitions, Sarbanes-Oxley, CPA, Accruals, SEC Filings, Storytelling, Microsoft Excel, Purchase Orders, Journal Entries

Education
University of California, Santa Barbara   2006 — 2008
B.A., Business Economics with Accounting Emphasis

Moorpark Community College   2000 — 2006
Associate of Arts, General Liberal Arts & Science

Becker Review Course

Moorpark High School

Eddy Lukovic Eddy Lukovic Greater San Diego Area Details
Eddy Lukovic's Montecito Bank & Trust Experience June 2003 - June 2005
Job Certified Public Accountant
Industry Accounting
Experience
San Diego Pub Crawler   January 2011 - Present
Lindsay & Brownell, LLP   January 2012 - April 2013
LevitZacks Certified Public Accountants  January 2006 - February 2010
Montecito Bank & Trust   June 2003 - June 2005

Skills
Accounting, QuickBooks, Tax, Financial Statements, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Auditing, Corporate Tax, Event Planning, Event Management, Corporate Events, Customer Service, Management

Education
University of California, Santa Barbara   2001 — 2005
Econonics w/ emphasis in Accounting, Ecomonics

Boris Maksimov Boris Maksimov Austin, Texas Area Details
Boris Maksimov's Montecito Bank & Trust Experience June 2007 - February 2008
Job Hello World!
Industry Computer Software
Experience
Q2ebanking  June 2012 - Present
Q2ebanking  May 2011 - June 2012
Banker's Toolbox  August 2008 - April 2011
Montecito Bank & Trust   June 2007 - February 2008
Santa Barbara Bank & Trust  December 2005 - June 2007
PIX, Inc   January 2004 - December 2005
Los Angeles Unified School District  November 2000 - June 2004

Skills
Internet Banking, Microsoft SQL Server, Python, Networking, Troubleshooting, Windows Batch, IIS, Linux, Debugging Code, Web Services API, Microsoft Office, Salesforce.com, Microsoft CRM, Software Project..., Banking, AML, BSA, FFIEC, Business Correspondence, Basic Photoshop, Photography, Databases, SQL, JIRA, Requirements Analysis, Project Management, XML, Business Analysis

Education
High School 207   2005 — 2008
General Education

University of California, Santa Barbara   2004 — 2006
Business Economics

Santa Monica College   2001 — 2003
Transfer, Business Economics

Saint Petersburg State University   1998 — 2000
BA, Business Administration

Peter Madlem Peter Madlem Greater Los Angeles Area Details
Peter Madlem's Montecito Bank & Trust Experience January 2012 - Present
Job Chief Investment Officer at Montecito Bank & Trust
Industry Financial Services
Experience
Montecito Bank & Trust   January 2012 - Present
Northern Trust  March 2003 - January 2012

Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation

Education
University of California, Santa Barbara
Master of Arts (M.A.), Music Theory and Composition

Allegra Jacobsen Allegra Jacobsen United States Details
Allegra Jacobsen's Montecito Bank & Trust Experience April 2012 - July 2014
Job Personnel Technician at Goleta Unified School District
Industry
Experience
Goleta Unified School District  July 2014 - Present
Montecito Bank & Trust   April 2012 - July 2014

Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word

Education
University of California, Santa Barbara   2004 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology

Sean Donner Sean Donner Santa Barbara, California Area Details
Sean Donner's Montecito Bank & Trust Experience June 1994 - June 2008
Job Mortgage Loan Representative at Rabobank NA
Industry Financial Services
Experience
Rabobank NA  June 2008 - Present
Montecito Bank & Trust   June 1994 - June 2008

Education
Santa Barbara City College
AA, Business and Finance

Sherrill Nickerson Sherrill Nickerson Santa Barbara, California Area Details
Sherrill Nickerson's Montecito Bank & Trust Experience 2009 - 2011
Job Office and Intake Manager at Conflict Solutions Center
Industry Financial Services
Experience
Conflict Solutions Center   August 2014 - Present
Berkshire Hathaway HomeServices California Properties  June 2013 - Present
Montecito Bank & Trust   2009 - 2011
LEAF Commercial Capital, Inc.   June 2007 - August 2008
Santa Barbara Bank & Trust  1989 - 2007

Education
University of California, Santa Barbara
BA

Erica Amescua Erica Amescua Whittier, California Details
Erica Amescua's Montecito Bank & Trust Experience June 2011 - May 2012
Job BSA Analyst 2 at East West Bank
Industry Banking
Experience
East West Bank  March 2015 - Present
Cathay Bank  July 2012 - March 2015
Montecito Bank & Trust   June 2011 - May 2012
Montecito Bank & Trust   February 2010 - June 2011

Skills
Banking, Retail Banking, Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Financial Regulation, Financial Crime, Finance, Loans, Leadership, Credit, Commercial Banking

Education
University of California, Santa Barbara   2006 — 2011
Bachelor of Science (BS), Sociology

Dan Glaeser Dan Glaeser Santa Barbara, California Details
Dan Glaeser's Montecito Bank & Trust Experience April 2013 - Present
Job Vice President Senior Credit Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   April 2013 - Present
Santa Barbara Bank & Trust  May 2008 - April 2013
Toyota Financial Services  September 2005 - May 2008
City National Bank  April 2004 - September 2005
Miller & Company LLP Certified Public Accountants   July 2003 - March 2004
Smith Barney  December 1999 - January 2003

Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Risk, Credit Analysis, Asset Based Lending, Finance, Financial Risk, Small Business Lending, Lines Of Credit, Relationship Management, Debt Restructuring, Syndications, Private Banking, Commercial Mortgages, Deposits, Middle Market, Cash Flow Lending, Capital Markets, Cash Flow, Underwriting, Mortgage Lending, Risk Management, Wealth Management

Education
UCSB   1999 — 2003
Bachelor's degree, Business Economics with an emphasis in Accounting and a minor in History

Lisa Chavez Lisa Chavez Greater Los Angeles Area Details
Lisa Chavez's Montecito Bank & Trust Experience August 1991 - May 1994
Job VP & CFO
Industry Education Management
Experience
California State University, Los Angeles  August 2008 - Present
California State University, Dominguez Hills  August 1999 - July 2008
California State University, Chancellor's Office   October 1997 - August 1999
California State University San Marcos  September 1996 - September 1997
San Marcos High School  July 1994 - July 1996
Montecito Bank & Trust   August 1991 - May 1994
Santa Barbara Savings & Loan  October 1990 - August 1991
Carls Jr.  February 1984 - May 1986
Pacific Convalscent Hospital   1981 - 1983

Skills
Nonprofits, Public Speaking, Research, Microsoft Excel, Higher Education, Financial Analysis, Finance, Budgets, Administration, Accounts Payable, Accounting

Education
California State University-Chico
Bachelor of Science (BS), Accounting and Business/Management

California State University Dominguez Hills
Master of Business Administration (MBA), Business Administration and Management, General

California State University-Chico
Bachelor's degree, Accounting and Business/Management

Humboldt State University

Gloria Garnica Gloria Garnica Santa Barbara, California Details
Gloria Garnica's Montecito Bank & Trust Experience January 2005 - February 2007
Job Facilities Coordinator at CBRE
Industry Banking
Experience
CBRE  March 2013 - Present
Santa Barbara Bank & Trust  December 2011 - February 2013
Santa Barbara Bank & Trust  August 2010 - December 2011
Montecito Bank & Trust   January 2005 - February 2007

Skills
Bilingual, Microsoft Excel, Outlook, PeopleSoft, QuickBooks, Microsoft Word, Accounting, Auditing, Accounts Payable, Budgets, General Ledger, Account Reconciliation, Management, Customer Service, Vendor Management

Education
Santa Barbara City College

Mary Jo Farrington, CIA Mary Jo Farrington, CIA Santa Rosa, California Details
Mary Jo Farrington, CIA's Montecito Bank & Trust Experience August 2003 - August 2012
Job Audit Manager, Exchange Bank
Industry Financial Services
Experience
Montecito Bank & Trust   August 2003 - August 2012
Pacific Capital Bancorp  February 1998 - July 2003
Farmers Insurance Group of Companies  May 1992 - February 1998

Skills
Certified Internal..., Audit Management, Audit Analysis and..., Banking Regulations, Process Improvement, Budget Estimating, Policy Writing, Project Management, Management, Supervising, Fraud investigations, Dodd-Frank, USA PATRIOT Act, FDICIA, Business Continuity..., Contract Negotiation, Risk Management, Internal Controls, Fraud, Internal Audit

Education
California Lutheran University   1990 — 1992
Bachelor's degree, Accounting and Business/Management, Magna Cum Laude

Janet Schweitzer Janet Schweitzer Greater Milwaukee Area Details
Janet Schweitzer's Montecito Bank & Trust Experience June 2008 - Present
Job OperationsRisk/BSAITCompliance
Industry Banking
Experience
Securant Bank & Trust  October 2013 - Present
Montecito Bank & Trust   June 2008 - Present
Montecito Bank & Trust   July 2006 - June 2008
Montecito Bank & Trust   November 2001 - June 2006
Montecito Bank & Trust   July 1985 - November 2001

Skills
AML/BSA Policy..., Suspicious Activity..., Compliance Risk..., Business Continuity..., MS Word, Power Point,..., Fiserv Applications...

Education
National Compliance School-American Bankers Association

Santa Barbara City College
Associate's degree, General Studies

Cynthia Kilbourne Cynthia Kilbourne Thousand Oaks, California Details
Cynthia Kilbourne's Montecito Bank & Trust Experience September 2011 - August 2013
Job
Industry Individual & Family Services
Experience
Andrea's Hair and Nail Salon   August 1987 - Present
Montecito Bank & Trust   September 2011 - August 2013
Cyntiments. A greeting card Company   August 2002 - March 2012

Skills
Organizational..., Customer Service, Reports, Accounts Payable, Accounts Receivable, Cash Handeling, Relationship Management, Microsoft Suites, General Administrative..., Time Management, Oral & Written..., Open Minded, Positive Energy, Highly Reliable, Long-term Customer..., Receptionist Duties, Small Business, Sales, Always Willing to Learn, Team-oriented, Success Driven, Friendly Personality, Emotional Intelligence, Wellness, Microsoft Excel, Eager to learn new..., Keen Listener, Passion for Helping..., Higher Education, Higher Awareness

Education
Conejo Valley Adult Education   2014 — 2014
Certificates, MS Word 2010, Level I & II; MS Excel 2010, Level I & II

Conejo Valley Adult Education   2013 — 2013
Certificate, MS Outlook

Moorpark College   1994 — 2003
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities

Tara Pettersen Tara Pettersen Portland, Oregon Area Details
Tara Pettersen's Montecito Bank & Trust Experience August 1993 - April 2002
Job Internal Audit Manager, CMG Mortgage, Inc
Industry Financial Services
Experience
CMG Financial  January 2014 - Present
Impac Mortgage  March 2011 - January 2014
Hyperion Capital Group  December 2007 - March 2011
Pacific Northwest Mortgage   April 2002 - December 2007
Montecito Bank & Trust   August 1993 - April 2002

Skills
Residential Mortgages, Mortgage Banking, Mortgage Lending, Licensing, Compliance, Loan Origination, Internal Audit, NMLS, Federal & State..., Advertising Review, Instructor-led Training, Mortgage Marketing, Operations Management, Fraud Investigations

Education
Santa Barbara City College   1993 — 2001
Accounting and Business/Management

Barbara Almeida Barbara Almeida Santa Barbara, California Details
Barbara Almeida's Montecito Bank & Trust Experience July 2013 - Present
Job VP, Loan Operations Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   July 2013 - Present
Santa Barbara Bank and Trust  May 1985 - June 2013
Santa Barbara Savings & Loan  September 1977 - January 1985

Skills
Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Lines Of Credit, Loan Servicing, Loan Investor Reporting..., Construction Loan..., Loan Reporting, Business Analysis, Deposits, Commercial Mortgages, Commercial Lending, Asset Based Lending, Refinance, Construction Loans, Payments, FHA, Mortgage Banking, Residential Mortgages

Education
University of California, Santa Barbara   1972 — 1977
Bachelor of Arts (BA), Ergonomics

Paul Abramson Paul Abramson Santa Barbara, California Details
Paul Abramson's Montecito Bank & Trust Experience August 2010 - Present
Job SVP, Director of Technology at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust   August 2010 - Present

Education
University of California, Santa Barbara

Lisa Emmons Lisa Emmons Lake Havasu City, Arizona Details
Lisa Emmons's Montecito Bank & Trust Experience June 2008 - November 2008
Job Looking for a new Job
Industry Financial Services
Experience
Havasu Community Credit Union   October 2010 - May 2014
Mohave State Bank  December 2008 - February 2010
Montecito Bank & Trust   June 2008 - November 2008
Pacific Capital Bancorp  March 1999 - January 2008

Skills
Research, Outlook, Teaching, Touch-Point Banking..., FISERV Banking Software, Symitar Banking Software, Consumer Loan Products, Accounts Payable, Accounts Receivable, Financial Accounting, Customer Service, Compliance, Auditing, Internal Audit, Employee Training, Typewriter, Ten-key by touch, Retail Banking, Sales, Credit Analysis, Management, Commercial Banking, Loans, Trust Services, Security, Consumer Lending, Mortgage Lending, Loan Origination, Banking, Credit, Portfolio Management, Small Business Lending, Commercial Lending, Computer Proficiency, Team Leadership

Education
Chaffey College
Finance, General

Upland High School
High School, General Studies

Gina Floyd Gina Floyd Solvang, California Details
Gina Floyd's Montecito Bank & Trust Experience September 1984 - June 1992
Job Administrative Assistant at Ballard Elementary School
Industry Education Management
Experience
Ballard Elementary School   January 2007 - Present
Alisal Ranch, Solvang, California   January 1994 - June 2003
Montecito Bank & Trust   September 1984 - June 1992

Skills
Organization, People-oriented, Self-starter

Education
University of California, Santa Barbara   1989 — 1992
Bachelor's degree, Sociology

University of Nevada-Reno   1980 — 1982