Montecito Bank & Trust
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Montecito Bank & Trust March 2004 - Present
Education
University of California, Berkeley 1995 — 1999
BS, Business Management, Economics
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
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
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
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
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
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
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
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
Montecito Bank & Trust January 2015 - Present
Bank of America February 2007 - October 2014
Skills
Banking, Loans, Retail Banking, Credit
Education
Santa Barbara City College
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
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
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
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
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
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
Montecito Bank & Trust
Skills
Banking, Microsoft Office
Education
Santa Barbara City College 1997 — 1998
Real Estate
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fiserv/XP Systems 2000 - 2009
Montecito Bank & Trust 1982 - 2000
Education
University of South Alabama
B.S., Business Management
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
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
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
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
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
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
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
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
Rabobank NA June 2008 - Present
Montecito Bank & Trust June 1994 - June 2008
Education
Santa Barbara City College
AA, Business and Finance
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
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
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
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
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
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
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
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
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
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
Montecito Bank & Trust August 2010 - Present
Education
University of California, Santa Barbara
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
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