Pacific Trust Bank
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Pacific Trust Bank Employees
Employee
Years
Job
Industry
Debbie Dioquino Debbie Dioquino's Pacific Trust Bank Experience 2000 - 2001
Job Senior Vice President, Compliance & Bank Services Manager at Idaho Independent Bank
Industry Banking
Experience
Idaho Independent Bank 2013 - May 2015
Idaho Independent Bank 2011 - 2013
Idaho Independent Bank 2008 - 2011
Idaho Independent Bank 2007 - 2008
Idaho Independent Bank 2005 - 2007
Wells Fargo Bank 2002 - 2005
Solomon, Grindle, Silverman & Wintringer, APC 2001 - 2002
Pacific Trust Bank 2000 - 2001
Pacific Trust Bank 1998 - 2000
Pacific Trust Bank 1997 - 1998
Skills
Training, Negotiation, Due Diligence, Banking, Process Improvement, Consumer Lending, Management, Real Estate, Loans, Commercial Banking, Underwriting
Education
University of San Diego
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Idaho Independent Bank 2013 - May 2015
Idaho Independent Bank 2011 - 2013
Idaho Independent Bank 2008 - 2011
Idaho Independent Bank 2007 - 2008
Idaho Independent Bank 2005 - 2007
Wells Fargo Bank 2002 - 2005
Solomon, Grindle, Silverman & Wintringer, APC 2001 - 2002
Pacific Trust Bank 2000 - 2001
Pacific Trust Bank 1998 - 2000
Pacific Trust Bank 1997 - 1998
Skills
Training, Negotiation, Due Diligence, Banking, Process Improvement, Consumer Lending, Management, Real Estate, Loans, Commercial Banking, Underwriting
Education
University of San Diego
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Priscila Vuong Priscila Vuong's Pacific Trust Bank Experience March 2012 - October 2013
Job Central Operations Specialist at Banc of California
Industry
Experience
Banc of California October 2013 - Present
UC Irvine Undecided/ Undeclared Advising Office March 2014 - June 2014
Pacific Trust Bank March 2012 - October 2013
< April 2008 - September 2010
Skills
Banking, Retail Banking, Customer Service, Branch Operation, Communication, Administrative Work, Office Administration, Organization, Determination, Patience, Leadership, Self-starter, Highly Reliable, Dependable Team Player, Work Well Independently, Microsoft Office, Photoshop, Cashiering, Servers, mircosoft office, Microsoft Excel, administrative a, Research, customer, Customer Satisfaction, Social Media, Phone Etiquette, Highly Dedicated
Education
University of California, Irvine 2010 — 2014
BA in Social Ecology
University of California, Irvine 2010 — 2014
Social Ecology
Banc of California October 2013 - Present
UC Irvine Undecided/ Undeclared Advising Office March 2014 - June 2014
Pacific Trust Bank March 2012 - October 2013
< April 2008 - September 2010
Skills
Banking, Retail Banking, Customer Service, Branch Operation, Communication, Administrative Work, Office Administration, Organization, Determination, Patience, Leadership, Self-starter, Highly Reliable, Dependable Team Player, Work Well Independently, Microsoft Office, Photoshop, Cashiering, Servers, mircosoft office, Microsoft Excel, administrative a, Research, customer, Customer Satisfaction, Social Media, Phone Etiquette, Highly Dedicated
Education
University of California, Irvine 2010 — 2014
BA in Social Ecology
University of California, Irvine 2010 — 2014
Social Ecology
Lauren Machen Lauren Machen's Pacific Trust Bank Experience December 2004 - May 2005
Job Senior PR Manager at Fuse
Industry Public Relations and Communications
Experience
Burlington Yoga June 2015 - Present
Fuse April 2013 - Present
Burlington Barre October 2013 - July 2014
Transworld Media March 2006 - March 2013
Autumn Publishing February 2011 - April 2011
Maderas Golf Club May 2005 - March 2006
Pacific Trust Bank December 2004 - May 2005
Nordstrom November 2002 - August 2004
E&L Physical Therepy September 2000 - October 2002
Sport Chalet September 1997 - June 1999
Skills
Microsoft Office, PowerPoint, Wordpress, Event Management, Social Networking, Proposal Writing, FileMaker, Social Media, Public Relations, Event Planning, Social Media Marketing, Marketing Strategy, Sports Marketing, Marketing, Online Advertising, Adobe Creative Suite, Marketing Communications, Advertising, Sponsorship, Press Releases, Publishing, Trade Shows, Editing, Fashion, Sales, Management, Editorial, Copywriting, Facebook, Brand Development, Media Relations, Sports, Action Sports, Publicity, Content Strategy, Magazines, Budgets, Media Planning, Training, Digital Media, Blogging
Education
Point Loma Nazarene University 1997 — 2001
BA
Linfield High School 1994 — 1997
Diploma
Burlington Yoga June 2015 - Present
Fuse April 2013 - Present
Burlington Barre October 2013 - July 2014
Transworld Media March 2006 - March 2013
Autumn Publishing February 2011 - April 2011
Maderas Golf Club May 2005 - March 2006
Pacific Trust Bank December 2004 - May 2005
Nordstrom November 2002 - August 2004
E&L Physical Therepy September 2000 - October 2002
Sport Chalet September 1997 - June 1999
Skills
Microsoft Office, PowerPoint, Wordpress, Event Management, Social Networking, Proposal Writing, FileMaker, Social Media, Public Relations, Event Planning, Social Media Marketing, Marketing Strategy, Sports Marketing, Marketing, Online Advertising, Adobe Creative Suite, Marketing Communications, Advertising, Sponsorship, Press Releases, Publishing, Trade Shows, Editing, Fashion, Sales, Management, Editorial, Copywriting, Facebook, Brand Development, Media Relations, Sports, Action Sports, Publicity, Content Strategy, Magazines, Budgets, Media Planning, Training, Digital Media, Blogging
Education
Point Loma Nazarene University 1997 — 2001
BA
Linfield High School 1994 — 1997
Diploma
Lisa Moss Lisa Moss's Pacific Trust Bank Experience December 2003 - April 2011
Job Director of Human Resources at Catalina Island Conservancy
Industry Human Resources
Experience
Catalina Island Conservancy October 2011 - Present
Pacific Trust Bank December 2003 - April 2011
Richard A. Brady Inc January 1993 - January 2003
Skills
Employee Relations, Recruiting, Human Resources, Benefits Administration, Employee Benefits, Talent Acquisition, Training
Education
University of Phoenix
Bachelors of Science Degree, Business Administration
Catalina Island Conservancy October 2011 - Present
Pacific Trust Bank December 2003 - April 2011
Richard A. Brady Inc January 1993 - January 2003
Skills
Employee Relations, Recruiting, Human Resources, Benefits Administration, Employee Benefits, Talent Acquisition, Training
Education
University of Phoenix
Bachelors of Science Degree, Business Administration
Brandon O'Brien Brandon O'Brien's Pacific Trust Bank Experience September 2011 - May 2013
Job Network Engineer at PacTrust Bank
Industry Banking
Experience
PacTrust Bank May 2013 - Present
Pacific Trust Bank September 2011 - May 2013
U.S. Marine Corps September 2007 - September 2011
Skills
Computer Hardware, Network Administration, Active Directory, Access, Management, Microsoft Excel, VMware, Cisco Technologies, Troubleshooting, Microsoft Office, Customer Service, Microsoft Servers, Budgets, Risk Management, Financial Analysis, Team Leadership, Windows 7, Leadership, Strategic Planning, Problem Solving, Servers, Disaster Recovery, Project Management, Data Center, Visio, IT Management, Cisco Nexus, Group Policy, LAN-WAN, Microsoft Exchange, Networking, Security, Security, System Administration
Education
Coleman College 2011 — 2013
Bachelors, Computer Networking
PacTrust Bank May 2013 - Present
Pacific Trust Bank September 2011 - May 2013
U.S. Marine Corps September 2007 - September 2011
Skills
Computer Hardware, Network Administration, Active Directory, Access, Management, Microsoft Excel, VMware, Cisco Technologies, Troubleshooting, Microsoft Office, Customer Service, Microsoft Servers, Budgets, Risk Management, Financial Analysis, Team Leadership, Windows 7, Leadership, Strategic Planning, Problem Solving, Servers, Disaster Recovery, Project Management, Data Center, Visio, IT Management, Cisco Nexus, Group Policy, LAN-WAN, Microsoft Exchange, Networking, Security, Security, System Administration
Education
Coleman College 2011 — 2013
Bachelors, Computer Networking
James Sheehy James Sheehy's Pacific Trust Bank Experience June 1987 - October 2011
Job Retired Financial Institution Corporate Executive
Industry Banking
Experience
Gesa Credit Union July 2012 - August 2013
Pacific Trust Bank June 1987 - October 2011
Pacific Trust Federal Credit Union June 1987 - December 1999
Empire Building, Savings and Loan Association November 1985 - 1987
International Savings and Loan Association April 1983 - November 1985
Skills
ALM, Bank Management, Banking, Budgeting, Business Planning, Cash Management, Corporate Communications, Corporate Finance, Corporate Treasury, Financial Analysis, Financial Institutions, Forecasting, Financial Management, Financial Modeling, Financial Regulation, Interest Rate Risk..., Investor Relations, Investments, IPO, Liquidity Management, Portfolio Management, Product Development, Risk Management, SEC reporting, Strategic Planning, Treasury Management, Commercial Banking, Commercial Lending, Credit Analysis, Consumer Lending, Credit, Loans, Finance, Financial Risk, Small Business Lending, Managerial Finance, Mortgage Lending, Credit Risk, Mergers & Acquisitions, Strategy, Management, Accounting, Financial Services, Executive Management, Strategic Financial..., Credit Unions, Credit Cards, Retail Banking, Microsoft Office, Adobe Creative Suite
Education
University of Denver 1982 — 1983
MBA, Corporate Finance
Chaminade University of Honolulu 1979 — 1982
BGS, Management Science
Gesa Credit Union July 2012 - August 2013
Pacific Trust Bank June 1987 - October 2011
Pacific Trust Federal Credit Union June 1987 - December 1999
Empire Building, Savings and Loan Association November 1985 - 1987
International Savings and Loan Association April 1983 - November 1985
Skills
ALM, Bank Management, Banking, Budgeting, Business Planning, Cash Management, Corporate Communications, Corporate Finance, Corporate Treasury, Financial Analysis, Financial Institutions, Forecasting, Financial Management, Financial Modeling, Financial Regulation, Interest Rate Risk..., Investor Relations, Investments, IPO, Liquidity Management, Portfolio Management, Product Development, Risk Management, SEC reporting, Strategic Planning, Treasury Management, Commercial Banking, Commercial Lending, Credit Analysis, Consumer Lending, Credit, Loans, Finance, Financial Risk, Small Business Lending, Managerial Finance, Mortgage Lending, Credit Risk, Mergers & Acquisitions, Strategy, Management, Accounting, Financial Services, Executive Management, Strategic Financial..., Credit Unions, Credit Cards, Retail Banking, Microsoft Office, Adobe Creative Suite
Education
University of Denver 1982 — 1983
MBA, Corporate Finance
Chaminade University of Honolulu 1979 — 1982
BGS, Management Science
Hala Astifo Hala Astifo's Pacific Trust Bank Experience December 2005 - June 2007
Job Operations Risk Card Fraud/Dispute Specialist
Industry Banking
Experience
Navy Federal Credit Union July 2007 - January 2013
Pacific Trust Bank December 2005 - June 2007
Pacific Trust Bank November 2000 - November 2005
Skills
Customer Service, Credit Cards, Banking, Management, Consumer Lending, Time Management, Debit Cards, Cards, Microsoft Word, Account Reconciliation, Program Management, Credit, Retail Banking, Deposits, Financial Services, Business Analysis, Microsoft Word, Excel,..., Leadership, Microsoft Office, Training, Loans, Finance
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Navy Federal Credit Union July 2007 - January 2013
Pacific Trust Bank December 2005 - June 2007
Pacific Trust Bank November 2000 - November 2005
Skills
Customer Service, Credit Cards, Banking, Management, Consumer Lending, Time Management, Debit Cards, Cards, Microsoft Word, Account Reconciliation, Program Management, Credit, Retail Banking, Deposits, Financial Services, Business Analysis, Microsoft Word, Excel,..., Leadership, Microsoft Office, Training, Loans, Finance
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Carlos Huiza's Pacific Trust Bank Experience February 2012 - November 2013
Job Assistant Vice President, Marketing
Industry Banking
Experience
Banc of California February 2012 - Present
Pacific Trust Bank February 2012 - November 2013
US Bank October 2010 - January 2012
Cal National Bank June 2009 - October 2010
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Commercial Banking, Credit, Banking, Commercial Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Branch Banking, Loan Origination, Mortgage Banking
Education
University of Phoenix-Southern California Campus 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Los Angeles Valley College 1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Banc of California February 2012 - Present
Pacific Trust Bank February 2012 - November 2013
US Bank October 2010 - January 2012
Cal National Bank June 2009 - October 2010
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Commercial Banking, Credit, Banking, Commercial Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Branch Banking, Loan Origination, Mortgage Banking
Education
University of Phoenix-Southern California Campus 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Los Angeles Valley College 1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Jackie Daliege Jackie Daliege's Pacific Trust Bank Experience May 2002 - March 2006
Job Portfolio Manager with Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - June 2013
Bank of the West May 2010 - March 2012
San Diego State University January 2008 - December 2009
WiseMan Construction June 2009 - August 2009
Integrated Sign Associates July 2007 - November 2007
Integrated Sign Associates June 2006 - December 2006
Pacific Trust Bank May 2002 - March 2006
Skills
Leadership, Team Building, Start-ups, Sales, Project Management, Management, Business Planning, Budgets, Program Management, Sales Management, Customer Service, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Portfolio Management
Education
San Diego State University-California State University 2007 — 2009
Masters, MBA
San Diego State University-California State University 2000 — 2005
BS, Mathematics with emphasis in finance
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - June 2013
Bank of the West May 2010 - March 2012
San Diego State University January 2008 - December 2009
WiseMan Construction June 2009 - August 2009
Integrated Sign Associates July 2007 - November 2007
Integrated Sign Associates June 2006 - December 2006
Pacific Trust Bank May 2002 - March 2006
Skills
Leadership, Team Building, Start-ups, Sales, Project Management, Management, Business Planning, Budgets, Program Management, Sales Management, Customer Service, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Portfolio Management
Education
San Diego State University-California State University 2007 — 2009
Masters, MBA
San Diego State University-California State University 2000 — 2005
BS, Mathematics with emphasis in finance
Anna Toscano's Pacific Trust Bank Experience 2008 - 2011
Job Community and Family Engagement Specialist at United Way of San Diego County
Industry Education Management
Experience
United Way of San Diego County November 2014 - Present
Parent Institute for Quality Education January 2014 - November 2014
Juvenile Court Community Schools, San Diego Unified School District 2011 - 2014
Pacific Trust Bank 2008 - 2011
Skills
Program Development, Training, Spanish, Nonprofits, Education, Program Evaluation, Teaching, Curriculum Design, Interventions, IEP, PowerPoint, Psychotherapy, Research, Data Entry, Public Speaking
Education
Point Loma Nazarene University 2012 — 2014
Master’s in Education, Pupil Personnel Services (PPS), 3.9
San Diego State University-California State University 2008 — 2012
Bachelor's Degree, Psychology, 3.9
United Way of San Diego County November 2014 - Present
Parent Institute for Quality Education January 2014 - November 2014
Juvenile Court Community Schools, San Diego Unified School District 2011 - 2014
Pacific Trust Bank 2008 - 2011
Skills
Program Development, Training, Spanish, Nonprofits, Education, Program Evaluation, Teaching, Curriculum Design, Interventions, IEP, PowerPoint, Psychotherapy, Research, Data Entry, Public Speaking
Education
Point Loma Nazarene University 2012 — 2014
Master’s in Education, Pupil Personnel Services (PPS), 3.9
San Diego State University-California State University 2008 — 2012
Bachelor's Degree, Psychology, 3.9
Phil Lam Phil Lam's Pacific Trust Bank Experience 2005 - July 2013
Job Vice President, Portfolio Manager at Bank of Internet
Industry Banking
Experience
BofI Federal Bank July 2014 - Present
Pacific Trust Bank 2005 - July 2013
Silvergate Bank May 2004 - June 2005
Massachusetts Division of Banks June 2001 - July 2003
Skills
Credit Risk, Credit Management, Portfolio Management, Allowance for Loan and..., Real Estate, Mortgage Lending, Commercial Lending, Commercial Banking, Financial Audits, Compliance, SOX 404, Internal Audit, Analysis, Auditing, Loans, Finance, Training, Credit, Banking, Management, Risk Assessment
Education
University of Massachusetts Boston 1999 — 2001
Bachelor of Arts (B.A.)
BofI Federal Bank July 2014 - Present
Pacific Trust Bank 2005 - July 2013
Silvergate Bank May 2004 - June 2005
Massachusetts Division of Banks June 2001 - July 2003
Skills
Credit Risk, Credit Management, Portfolio Management, Allowance for Loan and..., Real Estate, Mortgage Lending, Commercial Lending, Commercial Banking, Financial Audits, Compliance, SOX 404, Internal Audit, Analysis, Auditing, Loans, Finance, Training, Credit, Banking, Management, Risk Assessment
Education
University of Massachusetts Boston 1999 — 2001
Bachelor of Arts (B.A.)
Theresa Chaussee Theresa Chaussee's Pacific Trust Bank Experience March 2013 - July 2013
Job Loan Officer at Santa Cruz Community Credit Union
Industry Financial Services
Experience
Santa Cruz Community Credit Union July 2013 - July 2014
Pacific Trust Bank March 2013 - July 2013
Sterling Pacific Financial March 2007 - December 2012
Partners Mortgage July 2010 - January 2011
Bank of America 2005 - 2007
PFS Mortgage Loans November 1999 - November 2002
Skills
Loans, Credit, Banking, Credit Analysis, Consumer Lending, Commercial Banking, Credit Risk, Commercial Lending, Finance, Commercial Mortgages, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages
Education
Cabrillo College 2013 — 2015
Associate of Arts and Sciences (AAS), Accounting and Finance
School of Mortgage Lending, Seattle, Washington 1994 — 1995
Mortgage Origination and Underwriting
Santa Cruz Community Credit Union July 2013 - July 2014
Pacific Trust Bank March 2013 - July 2013
Sterling Pacific Financial March 2007 - December 2012
Partners Mortgage July 2010 - January 2011
Bank of America 2005 - 2007
PFS Mortgage Loans November 1999 - November 2002
Skills
Loans, Credit, Banking, Credit Analysis, Consumer Lending, Commercial Banking, Credit Risk, Commercial Lending, Finance, Commercial Mortgages, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages
Education
Cabrillo College 2013 — 2015
Associate of Arts and Sciences (AAS), Accounting and Finance
School of Mortgage Lending, Seattle, Washington 1994 — 1995
Mortgage Origination and Underwriting
Luis Casimiro Luis Casimiro's Pacific Trust Bank Experience June 2003 - April 2004
Job Leave Specialist at ADP
Industry Financial Services
Experience
ADP May 2015 - Present
Trader Joe's 2013 - March 2015
Kiran Analytics, Inc. November 2011 - June 2014
Trader Joe's 2013 - 2014
California Coast Credit Union April 2006 - November 2011
Pacific Trust Bank June 2003 - April 2004
eSchoolProfile January 2003 - May 2003
Union Bank February 1982 - December 2002
viajo.com January 2000 - December 2000
Skills
Banking, Credit, Retail Banking, Cash Management, Mortgage, Financial Analysis, Customer Relations, Loans, Customer Service, Sales Management, Team Building, Coaching, Process Improvement, Compliance, New Business Development, Business Strategy, Negotiation, Problem Solving, Team Leadership, Team Management, Budgeting, Administration, Operations Management, Microsoft Office, Risk Management, Excel, Portfolio Management, Customer Satisfaction, Product Development, Spanish, Teamwork, Access, Word, Investments, Production Planning, Procurement Contracts, Mortgage Lending, Microsoft Excel, Budgets, Finance, Business Process..., Consumer Lending, Cross Selling, Strategy, Financial Services, Credit Analysis, Treasury Management, Credit Cards, Change Management, Strategic Planning
Education
Universidade Autónoma de Lisboa 1978 — 1982
Bachelor's of Science
Milner High School 1974 — 1978
High School
ADP May 2015 - Present
Trader Joe's 2013 - March 2015
Kiran Analytics, Inc. November 2011 - June 2014
Trader Joe's 2013 - 2014
California Coast Credit Union April 2006 - November 2011
Pacific Trust Bank June 2003 - April 2004
eSchoolProfile January 2003 - May 2003
Union Bank February 1982 - December 2002
viajo.com January 2000 - December 2000
Skills
Banking, Credit, Retail Banking, Cash Management, Mortgage, Financial Analysis, Customer Relations, Loans, Customer Service, Sales Management, Team Building, Coaching, Process Improvement, Compliance, New Business Development, Business Strategy, Negotiation, Problem Solving, Team Leadership, Team Management, Budgeting, Administration, Operations Management, Microsoft Office, Risk Management, Excel, Portfolio Management, Customer Satisfaction, Product Development, Spanish, Teamwork, Access, Word, Investments, Production Planning, Procurement Contracts, Mortgage Lending, Microsoft Excel, Budgets, Finance, Business Process..., Consumer Lending, Cross Selling, Strategy, Financial Services, Credit Analysis, Treasury Management, Credit Cards, Change Management, Strategic Planning
Education
Universidade Autónoma de Lisboa 1978 — 1982
Bachelor's of Science
Milner High School 1974 — 1978
High School
Ron Thai's Pacific Trust Bank Experience February 2011 - March 2013
Job Network Engineer at ViaSat Inc.
Industry Information Technology and Services
Experience
ViaSat Inc. August 2014 - Present
Hidden Valley Moving & Storage Co. January 2014 - July 2014
Golden Hour Data Systems March 2013 - January 2014
Pacific Trust Bank February 2011 - March 2013
San Diego Chargers 2002 - January 2011
TIG - San Diego Chargers September 2001 - January 2011
first american credco 1998 - 2000
Skills
Troubleshooting, Windows, System Administration, Windows 7, Servers, Technical Support, Virtualization, Network Security, Active Directory, Cisco Technologies, Disaster Recovery, VMware, Data Center, Firewalls, Microsoft Exchange, IT Management, Windows Server, Networking, VoIP, SharePoint, XP, Security
Education
ITT Tech 2005 — 2007
BS, Information Systems Security
San Diego State University-California State University 1998 — 2000
IDS
ViaSat Inc. August 2014 - Present
Hidden Valley Moving & Storage Co. January 2014 - July 2014
Golden Hour Data Systems March 2013 - January 2014
Pacific Trust Bank February 2011 - March 2013
San Diego Chargers 2002 - January 2011
TIG - San Diego Chargers September 2001 - January 2011
first american credco 1998 - 2000
Skills
Troubleshooting, Windows, System Administration, Windows 7, Servers, Technical Support, Virtualization, Network Security, Active Directory, Cisco Technologies, Disaster Recovery, VMware, Data Center, Firewalls, Microsoft Exchange, IT Management, Windows Server, Networking, VoIP, SharePoint, XP, Security
Education
ITT Tech 2005 — 2007
BS, Information Systems Security
San Diego State University-California State University 1998 — 2000
IDS
Janet Mazzoni's Pacific Trust Bank Experience September 2002 - June 2004
Job Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Gustavo Armendariz's Pacific Trust Bank Experience September 2002 - December 2003
Job Branch Manager at Commerce Bank of Arizona
Industry Banking
Experience
Commerce Bank of Arizona January 2015 - Present
Canyon Community Bank November 2014 - January 2015
Commerce Bank of Arizona June 2014 - November 2014
Brookline College April 2013 - April 2014
Tucson Federal Credit Union October 2010 - February 2013
San Diego Metropolitan Credit Union February 2004 - October 2010
Pacific Trust Bank September 2002 - December 2003
Plaza Associates May 2002 - September 2002
Venture Services of Kentucky September 2001 - January 2002
Arizona Bank/ Compass Bank September 1996 - September 2001
Skills
Loans, Credit, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Operations Management, Team Building, Sales Management, Recruiting, Leadership, Coaching, Hiring, Credit Unions, Notary Public
Education
Park University
Bachelor of Science (B.S.), Business Administration and Management, General
Pima Community College
Associate of Arts (A.A.), General Studies
San Diego Mesa College
Associate of Arts (AA), Liberal Arts and Sciences focus on Business Studies
Commerce Bank of Arizona January 2015 - Present
Canyon Community Bank November 2014 - January 2015
Commerce Bank of Arizona June 2014 - November 2014
Brookline College April 2013 - April 2014
Tucson Federal Credit Union October 2010 - February 2013
San Diego Metropolitan Credit Union February 2004 - October 2010
Pacific Trust Bank September 2002 - December 2003
Plaza Associates May 2002 - September 2002
Venture Services of Kentucky September 2001 - January 2002
Arizona Bank/ Compass Bank September 1996 - September 2001
Skills
Loans, Credit, Banking, Consumer Lending, Retail Banking, Mortgage Lending, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Operations Management, Team Building, Sales Management, Recruiting, Leadership, Coaching, Hiring, Credit Unions, Notary Public
Education
Park University
Bachelor of Science (B.S.), Business Administration and Management, General
Pima Community College
Associate of Arts (A.A.), General Studies
San Diego Mesa College
Associate of Arts (AA), Liberal Arts and Sciences focus on Business Studies
Rekha Kapania, CPA's Pacific Trust Bank Experience August 2012 - April 2013
Job Consultant Financial Controller, SEC Reporting, SOX 404, Technical Accounting
Industry Accounting
Experience
Consulting June 2014 - Present
Silvergatebank Bank May 2013 - February 2014
Pacific Trust Bank August 2012 - April 2013
KPMG June 2011 - August 2012
Ernst & Young September 2010 - June 2011
LPL Financial January 2010 - February 2010
KPMG LLP., New York August 2007 - November 2009
Skills
Internal Controls, Financial Reporting, Auditing, US GAAP, Tax, Corporate Finance, Finance, Cash Flow, Financial Statements, Valuation, Analysis, Big 4, Financial Services, Banking, Microsoft Excel, Sarbanes-Oxley
Education
Rochester Institute of Technology 2004 — 2006
MBA, Finance
California Board of Accountancy
CPA, Accounting
Consulting June 2014 - Present
Silvergatebank Bank May 2013 - February 2014
Pacific Trust Bank August 2012 - April 2013
KPMG June 2011 - August 2012
Ernst & Young September 2010 - June 2011
LPL Financial January 2010 - February 2010
KPMG LLP., New York August 2007 - November 2009
Skills
Internal Controls, Financial Reporting, Auditing, US GAAP, Tax, Corporate Finance, Finance, Cash Flow, Financial Statements, Valuation, Analysis, Big 4, Financial Services, Banking, Microsoft Excel, Sarbanes-Oxley
Education
Rochester Institute of Technology 2004 — 2006
MBA, Finance
California Board of Accountancy
CPA, Accounting
Greg Mitchell's Pacific Trust Bank Experience November 2010 - October 2012
Job President & CEO at First Tech Federal Credit Union
Industry Financial Services
Experience
First Tech Federal Credit Union October 2012 - Present
Pacific Trust Bank November 2010 - October 2012
California National Bank June 2001 - November 2010
Hovde Financial April 1995 - June 2001
Skills
Banking, Loans, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Loan Origination, Consumer Lending, Credit Analysis, Financial Services, Portfolio Management, Mergers & Acquisitions, Risk Management, Retail Banking, Credit Risk, Financial Risk, Leadership, Core Banking, Branch Banking, Financial Modeling, Asset Management, Internet Banking, Credit Cards, Cash Management, Financial Analysis, Asset Based Lending, Executive Management, Lines Of Credit, Treasury Management, Investments, AML, Finance, Refinance, Strategic Financial..., Mortgage Banking, Underwriting, Financial Institutions, Due Diligence, Construction Loans, Payments, Financial Structuring, Credit Unions, FHA, Investment Banking, Debit Cards, Enterprise Risk..., Residential Mortgages, Commercial Mortgages
Education
The George Washington University 1983 — 1985
Masters
University of the Pacific - Eberhardt School of Business 1981 — 1983
BS, Business
First Tech Federal Credit Union October 2012 - Present
Pacific Trust Bank November 2010 - October 2012
California National Bank June 2001 - November 2010
Hovde Financial April 1995 - June 2001
Skills
Banking, Loans, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Loan Origination, Consumer Lending, Credit Analysis, Financial Services, Portfolio Management, Mergers & Acquisitions, Risk Management, Retail Banking, Credit Risk, Financial Risk, Leadership, Core Banking, Branch Banking, Financial Modeling, Asset Management, Internet Banking, Credit Cards, Cash Management, Financial Analysis, Asset Based Lending, Executive Management, Lines Of Credit, Treasury Management, Investments, AML, Finance, Refinance, Strategic Financial..., Mortgage Banking, Underwriting, Financial Institutions, Due Diligence, Construction Loans, Payments, Financial Structuring, Credit Unions, FHA, Investment Banking, Debit Cards, Enterprise Risk..., Residential Mortgages, Commercial Mortgages
Education
The George Washington University 1983 — 1985
Masters
University of the Pacific - Eberhardt School of Business 1981 — 1983
BS, Business
Dennis Espiritu's Pacific Trust Bank Experience May 2005 - March 2012
Job Project Accountant at American Assets Trust
Industry Real Estate
Experience
American Assets Trust July 2013 - Present
American Assets Trust July 2013 - Present
San Diego County Credit Union April 2012 - March 2013
Pacific Trust Bank May 2005 - March 2012
PACIFIC TRUST BANK May 2005 - March 2012
Cypress Point Insurance Co. April 2004 - May 2005
CYPRESS POINT INSURANCE CO April 2004 - May 2005
PREFERRED EMPLOYERS INSURANCE CO. April 2000 - March 2004
EMPLOYERS INSURANCE CO April 2000 - March 2004
AMERICAN DIGITAL NETWORK/ADNC December 1999 - February 2000
Skills
General Ledger, Financial Reporting, Reconciliations, Regulatory Reporting, SEC reporting
Education
PPoint Loma Nazarene University 1993 — 1996
Bachelor of Arts, Accounting
Point Loma Nazarene University 1993 — 1996
Bachelor Of Arts, Accounting
American Assets Trust July 2013 - Present
American Assets Trust July 2013 - Present
San Diego County Credit Union April 2012 - March 2013
Pacific Trust Bank May 2005 - March 2012
PACIFIC TRUST BANK May 2005 - March 2012
Cypress Point Insurance Co. April 2004 - May 2005
CYPRESS POINT INSURANCE CO April 2004 - May 2005
PREFERRED EMPLOYERS INSURANCE CO. April 2000 - March 2004
EMPLOYERS INSURANCE CO April 2000 - March 2004
AMERICAN DIGITAL NETWORK/ADNC December 1999 - February 2000
Skills
General Ledger, Financial Reporting, Reconciliations, Regulatory Reporting, SEC reporting
Education
PPoint Loma Nazarene University 1993 — 1996
Bachelor of Arts, Accounting
Point Loma Nazarene University 1993 — 1996
Bachelor Of Arts, Accounting
Donald Stevenson's Pacific Trust Bank Experience May 2006 - February 2007
Job Client Service Manager at Fortress Investments
Industry Financial Services
Experience
Fortress Investment Advisors September 2014 - Present
FIRST ALLIED SECURITIES September 2007 - July 2014
PACIFIC TRUST BANK May 2006 - February 2007
U. S. BANK June 2003 - March 2006
TRUST ADMINISTRATION SERVICES January 2001 - January 2002
SCUDDER INVESTOR SERVICES August 1995 - January 2001
Skills
Mutual Funds, New Business Development, Life Insurance, Financial Services, Investments, Retirement Planning, Securities, Project Management, Microsoft Office, Supervision, Employee Training, Customer Service, Investment Sales, Asset Allocation, Call Center Management
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Marketing
Fortress Investment Advisors September 2014 - Present
FIRST ALLIED SECURITIES September 2007 - July 2014
PACIFIC TRUST BANK May 2006 - February 2007
U. S. BANK June 2003 - March 2006
TRUST ADMINISTRATION SERVICES January 2001 - January 2002
SCUDDER INVESTOR SERVICES August 1995 - January 2001
Skills
Mutual Funds, New Business Development, Life Insurance, Financial Services, Investments, Retirement Planning, Securities, Project Management, Microsoft Office, Supervision, Employee Training, Customer Service, Investment Sales, Asset Allocation, Call Center Management
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Marketing
Kristine Schroeder's Pacific Trust Bank Experience 2000 - 2002
Job Nanotechnology Lab Technician at North Seattle College, Seattle's Hub for Industrydriven Nanotechnology Education
Industry Higher Education
Experience
North Seattle College September 2014 - Present
North Seattle College September 2014 - Present
University of Washington July 2013 - June 2014
San Diego State University June 2011 - June 2013
Pharmatek Laboratories June 2011 - June 2012
San Diego State University June 2010 - August 2010
Pima Federal Credit Union 2002 - 2006
Pacific Trust Bank 2000 - 2002
Education
University of Washington 2013 — 2014
Master of Science (M.S.)
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.)
Southwestern College 2007 — 2009
North Seattle College September 2014 - Present
North Seattle College September 2014 - Present
University of Washington July 2013 - June 2014
San Diego State University June 2011 - June 2013
Pharmatek Laboratories June 2011 - June 2012
San Diego State University June 2010 - August 2010
Pima Federal Credit Union 2002 - 2006
Pacific Trust Bank 2000 - 2002
Education
University of Washington 2013 — 2014
Master of Science (M.S.)
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.)
Southwestern College 2007 — 2009