Pacific Western Bank
Headquarters: Los Angeles, CA CEO: Matthew P. Wagner Traded as: NASDAQ: PACW; S&P 400 Component CFO: Patrick J Rusnak Number of employees: 1,669 Subsidiaries: CapitalSource, Parent organization: PacWest Banc
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Pacific Western Bank Employees
ThreatIdentity, Inc. February 2015 - Present
Pacific Western Bank March 2014 - Present
ABC News January 2005 - May 2015
Civitas Group, llc January 2007 - November 2010
Federal Emergency Management Agency December 1990 - February 1993
Skills
Leadership, Government, Security, Homeland Security, Strategy, Policy, Risk Management, National Security, Analysis, Government Contracting, Intelligence, Counterintelligence, Defense, Training, Military, Social Media, Emergency Management, Social Networking, Crisis Management, Entrepreneurship, Enforcement, Security Clearance, Strategic Partnerships, Fundraising, Finance, Private Equity, Contingency Planning, Protection, Investigative Reporting, Venture Capital, Executive Protection, Financial Modeling, Computer Security, Corporate Security, Advanced Deception..., Advanced Financial..., Financial Reporting, Executive Management, Advanced Counter..., Financial Expertise, Federal Government, Investments, Cyber Vetting, Cyber Monitoring, Cyber Security, Cyber Analysis, Law Enforcement, Investigation, Broadcast
Education
American University 1988 — 1991
SIS, Arab Isreali Relations, School of International Studies
New York Life Insurance Company April 2014 - Present
Pacific Western Bank June 2012 - May 2014
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, Education Funding..., Estate Planning, IRA Rollovers, Key Person Insurance, LGBT Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Protection..., Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Wealth Preservation..., Retirement, Finance, Investments, Microsoft Office, Leadership, Management
Education
California State Polytechnic University-Pomona
Electrical and Electronics Engineering, Business Management in Technology
Pacific Western Bank December 2014 - Present
California State University, Fullerton August 2012 - December 2014
California State University, Fullerton 2012 - 2014
Skills
SAS programming, R, WinBUGS, SQL, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Statistics, Teaching, Data Mining
Education
California State University-Fullerton 2012 — 2014
Master of Science (M.S.), Statistics
California State University-Fullerton 2010 — 2012
Bachelor of Arts (B.A.), Mathematics and Statistics
Pacific Western Bank August 2013 - March 2014
Pacific Western Bank September 2010 - August 2013
U.S. Census Bureau April 2010 - July 2010
Browning Mazda January 2010 - March 2010
Cardiff Financial Group, LLC September 2007 - November 2008
The Coffee Bean & Tea Leaf® July 2003 - September 2005
Skills
Fiserv, Navigator,..., Banking, Loans, Commercial Lending, Cash Management, Retail Banking
Education
Bank Works JVS 2010 — 2010
Teller Training Certificate
California State University-Fullerton 2002 — 2007
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
St. John Bosco 1998 — 2002
High School
Pacific Western Bank March 2015 - Present
Wells Fargo April 2014 - March 2015
Chase September 2010 - June 2013
Chase May 2010 - September 2010
Chase May 2009 - May 2010
Skills
Sales, Sales Presentations, Customer Service, Banking, Retail Banking, Branch Banking, Commercial Banking, Branch Operation, Financial Services, Customer Satisfaction, Customer Retention, Customer Experience, Customer Acquisition, Customer Oriented, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Goal-driven leader, Team Leadership, Microsoft Word, Microsoft Office, PowerPoint, Account Management, Client Relations Skills, Client Presentation, Business Networking, Outlook Express, Consumer Lending, Loans, Cross Selling, Relationship Management
Education
Allan Hancock College 2002 — 2006
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Pacific Western Bank April 2014 - Present
CapitalSource Bank May 2009 - Present
Affinity Bank November 2007 - May 2009
Skills
Retail Banking, Marketing, Business Development, Customer Service, Compliance, Volunteering, Non-profit Volunteer, Communication Skills, Loans
Education
Cal Poly San Luis Obispo
BS Business Administration, Marketing
Pacific Western Bank August 2013 - Present
Union Bank October 2004 - May 2013
Union Bank October 2004 - May 2013
Skills
Operations Management, Retail Banking, Highly detail oriented, Creative Problem Solving, Logical Thinker, High level of integrity, Operational Risk..., Leadership, Coaching, Communication Skills, Supervisory Skills, Employee Training
Education
Cuesta College 1998 — 2004
Associate of Arts (AA), Human Development and Family Studies, General
Pacific Western Bank 2010 - 2013
California Community Bank July 2003 - September 2010
Skills
Customer-focused Service, Operations Management, Leadership, Strengthening, Growth Development
Education
Fashion Institute of Design & Merchandising 1991 — 1992
Carlsbad High School 1986 — 1990
Intuit April 2015 - Present
McCabe Water Trucks April 2012 - March 2015
Citibank (Banamex USA) 2010 - 2012
Sheraton Carlsbad Resort & Spa January 2008 - April 2011
Pacific Western Bank October 2006 - September 2010
Banco Financiero del Perú April 2002 - January 2006
BankBoston February 1998 - April 2002
Citi April 1992 - November 1995
Interbank April 1985 - October 1991
Skills
Team Leadership, Cross-functional Team..., Communication Skills, Organizational Design, Organizational..., Organizational..., Multi Tasking, Coaching, Project Planning, Project Management, Creative Problem Solving, Creative Solutions, Procedure Development, Procedure Manuals, Procedure Creation, Enthusiast, Certified Notary..., Microsoft Office..., Billingual – English &..., Twenty years of..., Interpretations in..., Interpretations..., Management, Customer Service, Leadership, Training, Strategic Planning, Banking
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Project Management
Moreno Valley College 2012 — 2013
Associate's Degree, Language Interpretation and Translation
University of California, Los Angeles 2012 — 2013
Associate's Degree, Project Management
Universidad Autonoma de Baja California 1996 — 1997
Associate's Degree, English Language and Literature, General
Universidad Autonoma de Baja California 1995 — 1997
Associate's Degree, Computer and Information Sciences, General
Universidad de Lima 1985 — 1986
Associate's Degree, Business Operations Support and Assistant Services
Pacific Western Bank June 2004 - Present
U.S Bank N.A. September 2001 - June 2004
Associates Commercial Corporation March 1997 - September 2000
Skills
Commercial Banking, Loans, Small Business Lending, Credit, Lines Of Credit, Banking, Credit Analysis, Underwriting, Commercial Mortgages, Portfolio Management, SBA, Credit Risk, Real Estate Financing, Loan Servicing, Mergers & Acquisitions, Commercial Lending
Education
Coleman College 2000 — 2001
Certificate of Computer Science
Eastern Connecticut State University 1988 — 1991
Bachelor of Science (B.S.), Communications
Mohegan Community College 1985 — 1987
Associates of Science, Marketing
Ledyard High School
Covell Hogan Robin Venegas LLP June 2015 - Present
Gamma2, Inc February 2015 - September 2015
Pacific Western Bank April 2012 - February 2015
Genuine Products Group, Inc. February 2014 - January 2015
Peet's Coffee & Tea September 2013 - September 2014
JPMorgan Chase April 2010 - April 2012
Gap Inc. April 2007 - April 2010
Skills
Banking, Cash Management, Loans, Credit, Retail, Small Business Lending, Microsoft Excel, Commercial Banking, Accounting, Credit Analysis, Customer Service, Finance, Retail Banking, Financial Accounting, Microsoft Office, Consumer Lending, PowerPoint, Accounts Payable
Education
California State University San Marcos 2011 — 2016
Bachelor of Science (B.S.), Accounting
Carlsbad High School
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
U.S. Bank February 2014 - Present
U.S. Bank December 2007 - September 2013
National MS Society 2013 - 2013
Townspeople 2008 - 2011
Pacific Western Bank August 2006 - June 2007
Peninsula Bank 1996 - 2000
Skills
Organizational..., Professional..., Sales Management, Operations Management, Retail, Mortgage Lending, Loans, Commercial Banking, Retail Banking, Sales, Banking, Teamwork, Finance, Training, Organizational..., Branch Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Small Business Lending, Credit, Management, Loan Origination, Vendor Management, Deposits, Cross Selling, Branch Management, SBA, Credit Risk, Mortgage Banking, Treasury Management, Refinance
Education
City College of San Francisco
Did not complete, Business Administration and Management, General
Escondido High
EY September 2014 - Present
Pacific Western Bank April 2014 - June 2014
CapitalSource May 2013 - March 2014
ShoreBank International December 2012 - April 2013
Georgetown Day School July 2012 - December 2012
Flex RN April 2012 - June 2012
KaBOOM! May 2011 - July 2011
Girl Child Network November 2008 - July 2010
Skills
Private Equity, Broker-Dealer, Hedge Funds, Fund Of Funds, Bloomberg, ThomsonOne, Oracle Applications, CAM, Dealer Track, Essbase, SQL, Research, Accounting, Data Analysis, Financial Analysis, Non-profits, Project Management, Public Speaking
Education
American University 2011 — 2014
Bachelor of Science in Accounting, Finance Minor
Bank of America February 2013 - Present
Citibank February 2005 - February 2013
Pacific Western Bank November 2000 - February 2005
Imperial Capital Bank October 1999 - May 2000
JPMorgan Chase June 1996 - October 1999
Skills
Commercial Banking, Real Estate, Banking, Cash Management, Analysis, Loans, Credit, Finance, Portfolio Management, Commercial Lending, Credit Analysis, Mortgage Lending, Loan Origination, New Business Development, Business Analysis, Consumer Lending, Lines Of Credit, Relationship Management, Small Business Lending, Retail Banking
Education
American University of Beirut 1982 — 1986
Bachelor of Science (B.S.)
Newport Psychiatry and Addiction Treatment Center December 2014 - Present
Global Connection Network January 2013 - December 2014
Genpact Enterprises/Citibank September 2011 - December 2012
Seven Telecom March 2011 - September 2011
Wise Steward Corporation June 2009 - December 2010
Merrill Lynch March 2009 - June 2009
Pacific Western Bank January 2006 - June 2007
Farmers Insurance January 2005 - January 2006
Skills
International Business..., Personal Financial..., Marketing Specialist, Strategic Financial..., Leadership, Sales, Entrepreneurship, Finance, Small Business, Training, Portfolio Management, Analysis, Selling, Technical Recruiting, Human Resource..., Recruiting, Human Resources, Social Networking, Management, Time Management
Education
Azusa Pacific University 2015 — 2018
Master’s Degree, Master of Arts in Management
UC Irvine, Extension 2013 — 2015
Human Resources Certification, Human Resources Management and Services, A 3.97 GPA through seven courses.
Hope International University 2008 — 2010
Bachelor’s Degree, Business Management, 3.26 Cum GPA, 3.9 Institutional GPA
Bridge Bank December 2011 - Present
City National Bank August 2010 - December 2011
Bank Leumi January 2010 - July 2010
Comerica Bank January 1992 - January 2010
Pacific Western Bank 1992 - 1994
Bank of America June 1986 - January 1992
Crocker Bank 1982 - 1986
Skills
Banking, Commercial Lending, Credit, Loans, Financial Analysis, Asset Based Lending, Commercial Banking, Portfolio Management, Small Business Lending, Middle Market, Financial Modeling, Credit Risk, Corporate Finance, Underwriting, Cash Management, Finance, Financial Risk, Private Equity, Treasury Management, Cash Flow Lending, Relationship Management, Factoring, Syndications, SBA, Cash Flow, Commercial Mortgages, Financial Services, Retail Banking, Lines Of Credit, Managerial Finance, Loan Origination, Credit Analysis, Business Development, Risk Management, Strategic Financial..., Private Banking, Mortgage Lending, Financial Structuring, SBA 504, Real Estate, Banking Relationships, Leveraged Finance, Financial Institutions, Real Estate Financing, Forecasting, Commercial Finance, Mergers & Acquisitions, Investments, Due Diligence, Funding
Education
Notre Dame de Namur University 1999 — 2001
MBA, Finance
California State University-Sacramento 1979 — 1982
B. S., Bus Adm (Finance)
San Jose State University
Pacific Western Bank June 2014 - Present
Union Bank January 2006 - April 2014
Cardinal Health 2001 - 2006
Community West Bank 1996 - 2000
G & H Financial 1990 - 1996
Republic Business Credit 1987 - 1990
Skills
Credit, Commercial Lending, Asset Based Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Relationship Management, Credit Risk, Risk Management, Credit Analysis, Structured Finance, Portfolio Management, Treasury Management, Retail Banking, Banking, Loans, Financial Analysis, Cash Management, Underwriting, Financial Services, Commercial Mortgages, Consumer Lending, Loan Origination, Executive Management, Financial Structuring, Financial Risk, Restructuring, Mortgage Lending, Finance, Private Banking, Factoring, Funding, Corporate Finance, Capital Markets, Cash Flow, Deposits, Financial Modeling, Mortgage Banking, Cash Flow Lending, SBA, Middle Market
Education
California State University-Northridge 1980 — 1987
Bachelor of Business Administration (BBA), Finance
Fairmont Grand Del Mar September 2014 - Present
Pacific Western Bank July 2012 - January 2015
Jones Brothers INC. January 2008 - 2011
Skills
Commercial Banking, Banking
Education
California State University San Marcos 2015 — 2016
International Business
Palomar College
Business/Managerial Economics
Banking August 2013 - Present
Pacific Western Bank June 2008 - July 2013
Skills
Loans, Banking, Risk Management, Microsoft Excel, Cash Management, Mortgage Lending, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Credit, Customer Service, Credit Analysis
Education
California State University-Fullerton
Bachelor of Arts (BA), Psychology
TSI August 2012 - Present
California United Bank January 2006 - January 2008
Pacific Western Bank January 2002 - January 2006
Cedars Bank 2000 - 2005
Aetna U.S Healthcare January 2001 - January 2002
Fremont Investment and Loan January 2000 - January 2001
Washington mutual Bank January 1994 - January 1999
Glendale Federal Bank January 1989 - January 1993
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Social Media, Contract Negotiation, Property Management, Banking, Customer Retention, Customer Satisfaction, Relationship Management, Office Administration, Cash Management, Finance, Marketing, Business Development, Outlook, Management
Education
Glendale Career College
Banking School / BCG
West Los Angeles College
Schreiber Foods International February 2015 - Present
Pactiv May 2013 - January 2015
Ultimate Superfoods April 2011 - May 2013
Pacific Western Bank August 2009 - April 2011
Affinity Bank August 2008 - August 2009
The Coffee Bean & Tea Leaf January 2007 - May 2008
Boudin Bakery & Cafe October 2005 - August 2006
Skills
Sales, Marketing, Account Management, Sales Operations, New Business Development, Leadership, Microsoft Excel, Cold Calling, Marketing Strategy, Research, Microsoft Office, CRM, Trade Shows, Food, Foodservice Distribution, Communication, Banking, Customer Service
Education
California State University Channel Islands 2008 — 2010
Bachelor's degree, Major: Communication Emphasis: Business and Nonprofit
Grossmont College 2006 — 2008
AA, University Transfer Studies
HKG, LLP April 2015 - Present
Silvergate Bank September 2011 - February 2015
Pacific Western Bank October 2006 - September 2011
Community National Bank 2002 - 2006
Trigild 2001 - 2001
Skills
SEC reporting, SOX, Accounting, Mergers, Banking, Budgeting, ALM, Financial Reporting, Financial Analysis, Strategic Planning, US GAAP, Sarbanes-Oxley Act, Budgets, SEC filings, Mergers & Acquisitions, Finance, Analysis, Strategic Financial..., Essbase, Cash Management, GAAP, SEC Filings, Financial Planning
Education
California State University-San Marcos - College of Business Administration 2000 — 2003
Bachelor's degree, Finance, General
Keller Benefit Services September 2014 - Present
Pacific Western Bank April 2014 - August 2014
CapitalSource April 2008 - April 2014
EuroMotorcars, Inc. May 2005 - February 2008
Skills
Payroll, Analysis, Onboarding, Employee Benefits, Customer Service, Microsoft Office, Human Resources, Event Planning
Education
American University 2003 — 2007
BA, Technical Theatre, Graphic Design
Pacific Western Bank April 2014 - Present
CaptialSource Bank July 2008 - April 2014
Fremont Investment & Loan January 1988 - July 2008
Skills
Retail Banking, Branch Banking, Cross Selling, Cash Management, Microsoft Excel, Outlook, Operations Management, Training, Team Building
Education
Fresno City College 1986 — 1988
Associate of Arts (AA), General Studies
Pacific Western Bank April 2014 - Present
Capital Source Bank July 2008 - April 2014
Fremont Investment & Loan April 2006 - July 2008
Iconma, LLC January 2006 - April 2006
Supreme Legends USA February 2005 - January 2006
FEPA S.A. May 1999 - January 2003
SC Capsa SRL December 1996 - April 1999
Skills
General Ledger, Finance, Accounting, Financial Reporting, Financial Analysis, Forecasting, Internal Controls, Auditing, Banking, Cash Flow, Cash Management, Account Reconciliation, Financial Statements, Variance Analysis, Accounts Payable, Accounts Receivable, Journal Entries, Microsoft Excel, Treasury, GAAP, Microsoft Word, Cost Accounting, Cost Management, Month End Close, Fixed Assets, Sales & Use Tax, Property Tax, Backup Withholding, Internal Audit, Team Leadership, Mergers & Acquisitions, Invoicing
Education
"Alexandru I. Cuza" Iasi University 1991 — 1996
Bachelor's degree, Accounting and Computer Management
"Alexandru I. Cuza" Iasi University 1996 — 1997
Master's degree, Audit and Managerial Accounting
Fullerton College 2009 — 2009
Transcripts, Microsoft Excel 2007
Fullerton College 2010 — 2010
Transcripts, Auditing
Fullerton College 2008 — 2009
Other, Managerial and Cost Accounting
Cypress College 2004 — 2004
Other, Intermediate & Payroll Accounting
Cypress College 2004 — 2007
Other, ESL and English 100
Southeast ROP 2003 — 2004
Transcripts, Accounting Level 1, AR/AP, Microcomputer Accounting
"Gheorghe R. Codreanu" Barlad 1987 — 1991
High School Diploma, Mechanical Engineering
Pacific Western Bank October 2014 - Present
Bank of America November 2008 - September 2014
Mattel October 2004 - April 2008
PacifiCare March 2004 - September 2004
AIG SunAmerica 1995 - 2004
Pacific Theatres 1986 - 1988
Skills
Cash Management, Financial Analysis, Mergers, Banking, Financial Reporting, Treasury Management, Credit, Financial Modeling, Strategic Financial..., Risk Management, Accounting, Due Diligence, Corporate Finance, Forecasting, Finance
Education
DePaul University 1978 — 1982
Bachelor of Applied Science (BASc), Accounting and Finance
DePaul University 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Consulting October 2009 - Present
Humana December 2013 - March 2014
US Airways October 2011 - October 2013
LPL Financial February 2011 - October 2011
Provide Commerce November 2010 - February 2011
La Jolla Bank August 2005 - July 2009
Pacific Western Bank March 2004 - August 2005
US Bank May 2002 - March 2004
Anchor Blue Retail Group July 1999 - May 2002
Lancer Orthodontics July 1997 - July 2000
Education
Ashford University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 1998 — 2003
Bachelor of Arts (B.A.), Public Administration and Social Service Professions
Pacific Western Bank December 2012 - Present
Skills
Financial Transactions, Electronic Trading, Business Analysis, Collaborative Problem..., Commercial Lending, Policy, Real Estate Economics, Payments, Capital Markets, Asset Based Lending, Small Business Lending, Factoring, Banking, Cash Flow Lending
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS, Management/HRM
RealtyTrac November 2014 - September 2015
Guess? September 2012 - November 2014
Pacific Western Bank October 2010 - November 2014
Biogen Idec July 2011 - December 2011
UnitedHealth Group November 2007 - October 2010
Sage August 2007 - November 2007
H&R Block August 2002 - July 2007
Swaytech Computers, LLC March 2001 - August 2002
Air Products and Chemicals June 2000 - December 2000
e-biz Concepts December 1999 - May 2000
Skills
Business Analysis, Business Intelligence, Management, Analytics, Data Analysis, Requirements Analysis, Data Warehousing, Microsoft SQL Server, Databases, Integration, Crystal Reports, Software Documentation, SOA, SSRS, Visual Basic, XML, SDLC, Software Development, SSIS, Database Marketing, Web Services, SharePoint, Analysis, Financial Reporting, SSAS, Marketing Reporting, Database Design, Stored Procedures, Oracle SOA Suite, Visual Basic .net, C# .net, T-SQL, Access, Visio, Business Process, Oracle SQL Developer, SQL, Vendor Management, Big Data, Leadership, Project Management, Board Reports, Oracle, Consulting, Enterprise Architecture
Education
Central Institute Of Plastics Engineering and Technology 1994 — 1995
Diploma, Plastics Engineering and Quality Control
Gujarat University 1991 — 1994
B.S., Chemistry
Independence Bank March 2010 - Present
Pacific Mercantile Bank February 2008 - March 2010
Pacific Western Bank April 2001 - December 2007
Bank of Hawaii June 1982 - April 2001
Skills
Customer Service, AML, Asset Based Lending, Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Executive Management, Financial Institutions, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, SBA, Small Business Lending, Strategic Planning, Treasury Management, Anti Money Laundering
Education
California Coast University
B.S. Management
Aria Casino December 2010 - Present
Aria Casino December 2009 - December 2010
Washington Mutual Bank June 1998 - August 2007
Pacific Western Bank September 2006 - June 2007
Skills
Administrative Support...
Education
El Centro, CA 1977 — 1979
Business Administration
Imperial Valley College 1977 — 1979
UCI Medical Affiliates April 2015 - Present
Brookfield Global Relocation Services November 2013 - January 2015
MurTech Consulting September 2013 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. April 2012 - February 2013
ZyXEL February 2012 - April 2012
callcollin.com June 2010 - February 2012
Enchanted Homes August 2010 - October 2011
Cash N More October 2008 - September 2009
Pacific Western Bank September 2004 - October 2008
Credit Union of Southern California formally Firestone Financial Servcies Credit Union April 2002 - March 2004
Skills
Customer Service, Management, Network Security, Cyber-security, Data Loss Protection, Network Administration, Information Security, Reverse Engineering, Information Technology, Cisco Routers, Network Engineering, Wireless Networking, Windows Server, Help Desk Support, Windows 7, Printers, Risk Management, Microsoft Exchange, Laptops, Active Directory, Technical Support, Microsoft Office, Loans, Payroll, Accounting, Banking, Accounts Payable, Document Management, Data Center, Sales, Project Management, Computer Hardware, Account Reconciliation, Real Estate, Financial Services, Investments, Payments, Linux System..., Windows Azure, Mobile Devices, Consumer Credit Law, Fedora, Compliance, Internet Troubleshooting, Document Imaging, Commercial Banking, Collections, Microsoft SQL Server, Data Mining, Website Development
Education
ITT Technical Institute-Orange 2011 — 2013
Bachelor of Applied Science (BASc), Information Systems Securtiy and Cyber Security
ITT Technical Institute 2009 — 2011
Associate of Science Degree, IT - Computer Network Systems
Pacific Western Bank February 2014 - Present
KCBX Public Radio January 1993 - Present
de Tolosa Rotary Club of San Luis Obispo January 1994 - Present
San Luis Obispo County Workforce Investment Board May 2006 - Present
San Luis Obispo Downtown Association March 2006 - Present
State of California Mens Colony January 2004 - Present
San Luis Obispo Chamber of Commerce 2007 - Present
Mission Community Bank January 2008 - February 2014
San Luis Obispo County Symphony January 2011 - June 2013
United Way of San Luis Obispo County 2007 - 2009
Skills
Business Networking, Public Relations, Event Planning, Social Media, Public Speaking, Strategic Planning, Leadership, Fundraising, Management, Event Management, Customer Service, Sales, Online Marketing, Social Media Marketing, Editing, Small Business, Social Networking, Community Outreach, Organizational..., Training, Leadership Development, Negotiation, Marketing, Project Management, Grant Writing, Nonprofits, Banking, Marketing Communications, Team Building, Business Development, Advertising, Start-ups, Business Planning, Coaching, Budgets, Marketing Strategy, Strategy, Entrepreneurship, New Business Development, Business Strategy, Contract Negotiation, Team Leadership, Strategic Partnerships, Recruiting, Email Marketing, Market Research, Media Relations, Lead Generation, Proposal Writing
Education
Finger Lakes Community College 1969 — 1971
New Mexico State University
San Diego Private Bank November 2012 - Present
Pacific Western Bank January 2008 - September 2010
Scrubs-Max.com 2003 - December 2007
Comerica Bank 1997 - 2002
San Diego National Bank 1987 - 1997
Education
Graduate School of Banking at University of Colorado
Graduate School of Banking
National University
Accounting, finance and economics
Legal Shield August 2007 - Present
Law Office of Dana Godfrey June 1991 - March 2014
Pacific Western Bank August 1990 - October 1995
Skills
Performance Coach, Consultant, Small Business, Real Estate, Writing, Coaching, Life Coaching, Public Speaking, Team Building, Customer Service, Marketing, Legal Assistance, Leadership, Entrepreneurship, Strategic Planning
Education
University of La Verne 1987 — 1990
Doctor of Law (JD), American/U.S. Law/Legal Studies/Jurisprudence
California State University-Long Beach 1975 — 1978
MA, Economics
San Diego State University-California State University 1971 — 1973
BA, Economics
Pacific Western Bank April 2015 - Present
Catapult Technology September 2014 - April 2015
Jacobs Technology February 2014 - October 2014
Jacobs Technology October 2012 - October 2014
Jacobs Technology April 2011 - October 2012
Skills
Prism, SQL, PL/SQL, Oracle Reports, Oracle PL/SQL..., Oracle Report Builder, Oracle, Oracle Database, HTML, Databases, Technical Writing, Data Analysis, Java, Incident Management, Microsoft Office, PowerPoint, COTS, C++, Microsoft Excel, Microsoft Word, Linux, JavaScript, CSS, Business Process, Testing
Education
James Madison University 2006 — 2010
Bachelors of Science, Computer Science
ReadyCap Lending, LLC April 2015 - Present
The SBA Guy, LLC March 2009 - Present
Borrego Springs Bank 2007 - February 2009
Pacific Western Bank 2006 - April 2007
Midwest Business Capital 2005 - June 2006
Community First National Bank 2004 - 2005
Compass Bank 2001 - 2004
Transamerica Small Business Capital 1999 - 2001
Business Lenders 1998 - 1999
Green Tree Financial 1997 - 1998
Skills
Small Business Lending, Underwriting, Credit, Loan Origination, Commercial Lending, Credit Analysis, Loans, Banking, SBA, SBA 504, Finance, USDA, Commercial Mortgages, Commercial Real Estate, Commercial Banking, Business Acquisition, Small Business, Mortgage Lending, Credit Risk, Financial Analysis, Refinance, Real Estate Financing, Cash Flow Lending, Real Estate Lending, Real Estate, Business Development, Real Estate Economics, Financial Structuring, Mortgage Banking, Risk Management, Portfolio Management, Asset Based Lending, Loan Servicing, Cash Management, Mortgage Underwriting, Lines Of Credit, Construction Loans, Funding
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MBA, Business Administration
University of Illinois at Chicago 1979 — 1981
BS, Criminal Justice
PPD March 2015 - Present
PPD March 2014 - March 2015
PPD February 2012 - March 2014
Ruchman and Associates, Inc./ Drug Enforcement Administration Southwest Laboratory August 2010 - February 2012
Pacific Western Bank November 2009 - August 2010
Skills
Pharmaceutical Industry, Account Management, Accounting, Financial Analysis, Production Budgeting, Clinical Research, Clinical Study Design, Government Contracting, Government Procurement, Proposal Writing, Budget Proposals, Banking, Budgets, CRO, Clinical Trials, Analysis, Process Improvement, Contract Negotiation, Clinical Development, Outlook, Microsoft Excel, Microsoft Office, Data Management, GCP, Regulatory Submissions, Pharmaceutics
Education
University of North Carolina at Wilmington 2007 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Cape Fear Community College 2005 — 2007
National Credit Center November 2012 - Present
ADP 2012 - November 2012
Neon Nexus October 2011 - February 2012
iZigg Mobile Marketing June 2010 - January 2011
Pacific Western Bank August 2006 - June 2007
Great Earth Vitamins August 2004 - May 2005
Safety Enforcement August 2003 - April 2004
Skills
Microsoft Office, PowerPoint, Customer Service, English, Research, Public Speaking, Strategic Planning, Negotiation, Recruiting, Training, Direct Sales, Social Media, Salesforce.com, Pipeline Management, Sales, Closing Contracts, Cold Calling, New Business Development, SEO, Account Management, Sales Rep Training, Sales Operations, Management, Sales Process, Marketing, Lead Generation
Education
CSUSM 2008 — 2011
Bachelor of Science (BS), Business Administration- Management
California State University San Marcos
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Republican Party of Orange County September 2015 - Present
Republican Party of Orange County September 2015 - Present
Utah Republican Party January 2014 - August 2015
Pacific Western Bank March 2013 - January 2014
Orrin Hatch Election Committee March 2011 - November 2012
North Dakota Republican Party September 2010 - November 2010
Onset Financial February 2010 - September 2010
The Leadership Institute August 2009 - November 2009
Onset Financial January 2009 - July 2009
Minnesota Republican Party November 2008 - December 2008
Skills
Public Relations, Fundraising, Financial Analysis, Volunteer Management, Government, Policy, Politics, Leadership, Political Campaigns, Public Speaking
Education
University of California, Irvine 2005 — 2008
BA, Political Science, Middle East Studies, Ethnomusicology
California State University-Long Beach 2003 — 2005
Political Science
Pacific Western Bank October 2013 - Present
Utah Spine & Disc January 2009 - October 2011
Novell 2004 - 2006
Impact Media Solutions 1999 - 2001
Skills
Project Management, Enterprise Software, Salesforce.com, Management, Leadership, SaaS, Social Media Marketing, Sales, Finance, CRM, Business Analysis
Education
Brigham Young University 1985 — 1987
Criminal Justice/Police Science
West Bend East
General Studies
Pacific Western Bank July 2015 - Present
Old Navy November 2012 - Present
PepsiCo - Frito Lay June 2007 - July 2012
Pavilion's/Vons August 2005 - June 2007
Skills
Retail, Warehousing, Customer Service, Cashiering, Retail Replenishment, Stock Replenishment, Stock Rotation, Pallet Jack, Palletizing, Driving License, Defensive Driving, DOT Compliance, Life Insurance, Health Insurance, Life & Health Insurance..., Sales, Communication Skills, Bilingual-English/Spanis..., Inventory Control, Inventory Accuracy, Inventory Management, Physical Inventory, Team Involvement, Merchandising, Visual Merchandising, Receivers
Education
MiraCosta College 2003 — 2005
n/a, Liberal Arts and Sciences/Liberal Studies
La costa canyon High School 1998 — 2002
High School Diploma, General Studies
Pacific Commerce Bank 2012 - Present
Security Business Bank 2009 - 2012
Pacific Western Bank May 2008 - July 2009
Downey Savings & Loan May 2004 - December 2007
Education
Hope International University
MBA, Business Management
United States International University
Bachelor's degree, International Business
Pacific Western Bank April 2014 - Present
Pacific Western Bank (formerly CapitalSource Bank) February 2009 - April 2014
Pacific Western Bank (formerly Affinity Bank) November 2007 - February 2009
Community West Bank September 2006 - November 2007
Citi January 2005 - September 2006
Chase (formerly Washington Mutual Bank) August 2002 - December 2004
Skills
Management, Finance, Leadership, Process Improvement, Leadership Development, Training, Auditing, Banking, Team Building, Customer Service, Commercial Banking, Time Management, Retail Banking, Risk Management, Accounting, Branch Management, Operations Management, Coaching, Microsoft Word, Microsoft Office, Cash Management, Project Management, Retail, Sales, Financial Services, Relationship Management, Cross Selling, Team Leadership, Branch Banking, Mentoring
Education
Pathway
Pathway Matriculation track to attend the BYU-Idaho Online Degree Program
Landmark Education 2012 — 2013
Landmark Graduate
Oak Park High School 1999 — 2003
High School Diploma
Deloitte April 2015 - Present
Pacific Western Bank June 2011 - March 2015
PricewaterhouseCoopers LLP June 2010 - August 2010
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
Research, Human Resources, Management, Accounting, Financial Reporting, Recruiting, Financial Analysis, Public Speaking, Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Talent Management, Microsoft Excel, Auditing, Social Networking, Strategic Planning, Time Management
Education
Hampton University 2007 — 2011
Bachelor of Science, Accounting
United States Marine Corps January 2010 - January 2014
California Community Bank June 2008 - January 2010
Pacific Western Bank January 2007 - June 2008
Education
University of Houston 2014 — 2015
Bachelor's Degree, Logistics, Materials, and Supply Chain Management
MiraCosta College 2007 — 2009
Westbound Communications, Inc June 2015 - Present
Wells Fargo July 2014 - May 2015
Pacific Western Bank November 2011 - June 2014
Wells Fargo January 2006 - November 2011
Skills
Banking, Customer Service, Sales, Finance, Marketing, Public Relations, Cross Selling, Advertising, Loans, Relationship Management, Cash Management, Microsoft Word, Lines Of Credit, Small Business Lending, Leadership, New Business Development, Notary Public, Bilingual, Team Leadership
Education
Ashford University 2010 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Pacific Western Bank August 2012 - Present
California Bank & Trust November 2010 - August 2012
Zions Bancorporation April 2008 - November 2010
Red Rock Title October 2006 - April 2008
Skills
Team Leader, Driven By Results, Organized Multi-tasker, Problem Solving, Professional, Leadership, Customer Service, Energy, Loans, Marketing, Hospitality Management, Marketing Event Planning, Event Planning, Sales, Banking, Commercial Lending
Education
MiraCosta College 2012 — 2015
Hospitality Administration/Management
Bank of the West April 2015 - Present
Pacific Western Bank September 2009 - April 2015
Pacific Western Bank October 2007 - August 2009
Bank of America 2003 - 2007
Skills
Event Planning, Leadership Development, Organizational..., Facebook, Social Networking, Psychology, Employee Relations, Spanish, Organizational..., Management, Public Relations, Social Media Marketing, Microsoft Office, Customer Service, Administration, Sales, Banking, Leadership, Teamwork, Time Management, Conflict Resolution, Human Resources, Credit, Finance
Education
Azusa Pacific University 2015 — 2016
Master of Science (M.S.), Organizational Psychology
Azusa Pacific University 2011 — 2014
Psychology, Psychology
Shambhala Studio, LLC August 2014 - Present
Keller Willams Realty July 2013 - Present
Western Federal Credit Union November 2011 - July 2015
MWD Federal Credit Union January 2007 - December 2011
Pacific Western Bank 2006 - 2007
TCF Bank 2004 - 2006
Saint Joseph's Hospital 2002 - 2004
Skills
Credit, Banking, ATM networks, ACH, Real Estate, Fraud Claims, General Ledger, Account Reconciliation, Accounts Payable, Deposits, Bank Reconciliation, Cash, Financial Analysis, Microsoft Excel, Customer Service, Finance, Credit Unions, Debit Cards, Payroll, Payments, Bank Secrecy Act, Team Building, Internet Banking, Commercial Lending, Credit Cards, Loan Origination, Training, Loans, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, FHA, REO, Cash Management, Short Sales, Selling, Process Improvement, Fraud, Financial Transactions, Sellers, Residential Mortgages, Condos, First Time Home Buyers, Loan Servicing, Real Estate Transactions, Auditing, Accounting, Real Estate Financing, Foreclosures
Education
Los Angeles City College 2008 — 2011
Associate's degree, Business Administration and Management, General
Lane Tech college prep high school 2001 — 2005
Pacific Western Bank August 2009 - Present
Affinity Bank June 2009 - August 2009
Affinity Bank 2006 - 2009
Affinity Bank 2004 - 2006
Skills
Contract Negotiation, Commercial Lending, Social Media, Banking, Leadership, Credit, Loans, Strategic Planning, Underwriting, Customer Service, Non-profits, Sales Process, Training
Education
California Lutheran University 1999 — 2001
Bachelor of Arts, Communications
America's Community Bankers National School of Banking 2005 — 2007
ABA National Commercial Lending School
Pacific Western Bank March 2015 - Present
GameStop November 2013 - March 2015
Ceresti Health February 2014 - June 2014
MarketSource September 2013 - January 2014
Aperio September 2012 - December 2012
Aperio June 2012 - August 2012
GameStop September 2010 - August 2012
Skills
HTML, CSS, JavaScript, Adobe Creative Suite, Graphic Design, Web Design, Digital Art, Traditional Art Skills, Photoshop, Microsoft Office, Project Management, Leadership, PowerPoint, Product Management, Product Development, Customer Service
Education
MiraCosta College 2011 — 2012
Web and Graphic Design
Abraxas Continuation High School 2009 — 2010
College Works Painting February 2015 - Present
Pacific Western Bank June 2012 - November 2013
First California Bank January 2012 - June 2012
U.S. Census Bureau February 2010 - May 2010
Rip Curl August 2006 - March 2007
PulteGroup February 2005 - August 2006
Love's Sporting Goods March 2004 - September 2004
Skills
Banking, Credit, Commercial Banking, Account Reconciliation, Retail Banking, Internal Audit, Finance, Data Entry, Accounts Payable, Accounts Receivable, Accounting, General Ledger, Journal Entries, Bank Reconciliation, Payments, Management, Analysis, Internal Controls, Time Management, Corporate Finance, Accruals, Customer Service, Financial Accounting, Sales, Auditing, Financial Reporting, Financial Analysis, Financial Planning, QuickBooks, Deposits, Interviews, Financial Services, Payroll, Microsoft Office, Microsoft Word, Data Analysis, Financial Statements, Access, Communication, Customer Retention, Due Diligence
Education
University of California, Riverside 2010 — 2016
Business Administration and Management, General
Crafton Hills College 2005 — 2007
Computer/Information Technology Administration and Management
Bank of the West April 2012 - Present
Bank of the West October 2000 - April 2012
Pacific Western Bank November 1999 - October 2000
People's Bank of California November 1998 - November 1999
Foothill Independent Bank June 1993 - November 1998
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Commercial Banking, Credit Risk, Portfolio Management, Underwriting, Financial Analysis, Financial Risk, Small Business Lending, Funding, SBA, Lines Of Credit
Education
California State Polytechnic University-Pomona 1990 — 1993
Beauty Connection July 2015 - Present
Pacific Western Bank August 2012 - May 2014
American Perspective Bank June 2010 - August 2012
Rabobank June 2007 - November 2009
Skills
Banking, Loans, Commercial Banking, Customer Service, Retail Banking, Microsoft Excel, Cosmetology, Beauty Industry, Gel Nails, Nail Care, Manicures
Education
Allan Hancock College
JPMorgan Chase & Co. August 2015 - Present
Pacific Western Bank September 2012 - August 2015
California Credit Union October 2005 - September 2012
Citibank CRE Finance Group November 2004 - October 2005
Business Partners, LLC 2004 - 2004
Capmark Financial Group, Inc (fka GMAC Comm'l Mortgage) 2000 - 2004
Central & West Basin Municipal Water District 1994 - 1996
Skills
Fluent in Spanish, Project Management, Loan Restructuring, Mortgage Lending, Real Estate Economics, Loan Origination, Real Estate, Credit Risk, Finance, Loan Servicing, Disposition, Cash Management, Investments, Mortgage Banking, Lines Of Credit, Financial Modeling, Acquisitions, Strategic Planning, SBA, Loans, Analysis, Executive Management, Financial Reporting, Financial Structuring, Funding, Real Estate Financing, Refinance, Sales, Valuation
Education
Glendale Community College 2004 — 2006
Real Estate
Loyola Marymount University, College of Business Administration 1992 — 1996
BA, Business Administration
Hanmi Bank June 2015 - Present
Pacific Western Bank June 2007 - April 2015
Affinity Bank June 2007 - August 2009
Fidelity Bancorp Funding, Inc. September 2005 - June 2007
NC Commercial Mortgage November 2003 - August 2005
CitiCapital Franchise Finance August 2002 - November 2003
DVI Business Credit May 2000 - August 2002
Skills
Financial Structuring, Heavy Equipment, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Initiation, Commercial Lending, Commercial Banking, Risk Management, Asset Based Lending, Real Estate, Financial Analysis, Asset Managment, Finance, Management
Education
California State Polytechnic University-Pomona 1998 — 2001
B.S., Finance, Real Estate, Law
Pacific Western Bank February 2015 - Present
Skills
Microsoft Office, Customer Service, English, Marketing, Microsoft Excel, Windows, Strategic Planning, Research, Public Speaking, PowerPoint, Photoshop, Outlook, Microsoft Word, Leadership, Team Building, Marketing Strategy, Sales, Account Management, New Business Development, Sales Management
Education
Brigham Young University 1985 — 1990
Bachelor’s Degree, International Business
ToeSox February 2015 - Present
Pacific Western Bank October 2013 - February 2015
Massage Envy February 2008 - October 2013
Skills
Management, Sales Management, Customer Service, Customer Retention, Sales Operations, Long-term Customer..., Team Management, Account Management, Collections, Schedules, Training, Sales, Employee Training, Customer Satisfaction, Appointment Scheduling, Leadership, Time Management, Business Development, Retail
Education
Azusa Pacific University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
TVHS
TVHS
Sunrise Mortgage & Investment Company May 2015 - Present
Bank of America June 2014 - May 2015
Bank of America July 2013 - June 2014
Pacific Western Bank October 2011 - July 2013
Strategic Marketing & Sales July 2011 - October 2011
Del Mar Thoroughbred Club July 2010 - September 2010
Skills
Banking, Industry Analysis, Money Handling, Customer Service, Microsoft Office, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Management Consulting, Cash Management, Accounting, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Loans, Sales, Leadership, Marketing, Analysis, Loan Origination
Education
Cal Poly San Luis Obispo 2007 — 2011
BS, International Business
San Pasqual High School 2003 — 2007
High School
Christian Community Credit Union December 2014 - Present
CNG Financial June 2014 - December 2014
Teddy Bear Portraits September 2013 - June 2014
Cash For Gift Cards March 2013 - September 2013
First City Credit Union August 2003 - July 2012
Pacific Western Bank October 2001 - May 2003
Bank of America December 1996 - July 2001
Skills
Customer Service, Sales, Staff Development, Employee Training, Cash Management, Cross Selling, Banking, Lines Of Credit, Cash Handling Experience, Merchandising, Retail Sales, Credit, Retail Banking
Education
Rio Hondo College 1987 — 1988
Cal State Fullerton 1985 — 1987
The Bank of Santa Barbara July 2014 - Present
Pacific Western Bank November 2013 - June 2014
Santa Barbara Bank & Trust 1995 - 2013
Michal's Casual Comforts 1994 - 1995
Fritz's Patio, Garden & Fireside 1989 - 1994
Skills
Banking, Retail Banking, Consumer Lending, Loans, Close Attention to..., Critical Thinking, Process Improvement, Operational Excellence, Risk Management, Cross Selling, Deposits, Branch Management, Lines Of Credit, Community Service, Flexible to Change, Prioritize Workload, Great Organizer, Multi Tasking, Mentoring Of Staff, Job Coaching, Training, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
Bachelor of Science (B.S.), Fashion Merchandising
Pacific Western Bank April 2014 - Present
CapitalSource Bank/Pacific Western Bank October 2008 - Present
California Plus Telecom, Inc September 2007 - October 2008
Washington Mutual Bank/ Commercial Capital Bank October 1998 - August 2007
Skills
Loans, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Management, Leadership, New Business Development, Public Speaking, Sales Operations, Microsoft Excel, Microsoft Word, Small Business Lending, Commercial Banking, Commercial Lending, Short Sales, Lines Of Credit, Relationship Management, Branch Banking, Sales, Risk Management, Credit, SBA, Team Building, Cross Selling, Financial Analysis, Financial Risk, Cash Management, Coaching, Customer Service, Financial Services, Executive Management, Branch Management
Education
El Camino College
Cape Cod Five Cents Savings Bank 2013 - Present
Pacific Western Bank 2004 - 2013
Raytheon June 2001 - June 2004
Education
University of Southern California 2008 — 2010
Master, Real Estate Development
Boston College 1997 — 2001
BS, Finance
Pacific Western Bank November 2014 - Present
Pacific Western Bank August 2010 - October 2014
Pacific Western Bank June 2004 - August 2010
Friedman Real Estate Inc., March 2009 - June 2009
Skills
Risk Assessment, Credit Analysis, Credit Risk, Loan Modifications, Spreadsheets, Microsoft Office, Cash Flow, Credit, Loans, Underwriting, Commercial Real Estate, Payments, Finance, Analysis, Banking, Financial Analysis, Variance Analysis, Commercial Banking
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelors, Finance
Chatsworth High School 1996 — 2000
Pacific Western Bank September 2014 - Present
O's Donuts August 2013 - December 2013
Chick-fil-A May 2012 - February 2013
Futures January 2010 - May 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Analysis, Administration, Management, Leadership, Training
Education
Georgetown University 2015 — 2017
Master’s Degree, Human Resources Management
Virginia Wesleyan College 2009 — 2013
Bachelor of Arts (B.A.), Psychology and English
Avidbank January 2013 - Present
Opus Bank June 2012 - January 2013
City National Bank October 2007 - June 2012
Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Comerica Bank 1994 - 1999
Pacific Western Bank 1993 - 1994
Skills
Loans, Commercial Real Estate, Commercial Lending, Credit, Credit Analysis, Underwriting, Sales, Construction Loans, Apartments, Portfolio Management, Asset Based Lending, Real Estate Economics, Real Estate, Due Diligence, Commercial Banking, Finance, Banking, Real Estate Development
Education
San Diego State University-California State University 1987 — 1992
BS, Business (Real Estate)
Cabrillo College 1985 — 1991
AS, Business
Pacific Western Bank April 2012 - Present
H&R Block November 2011 - Present
YOURCORONACPA.COM July 2002 - October 2011
James Hardie Building Products February 1999 - July 2002
WFS Financial 1995 - 1999
Raum Joradn 1991 - 1995
Education
California State University-Fullerton
BA, Business Admin - Accounting
Pacific Western Bank May 2013 - Present
Valley Business Bank August 2011 - May 2013
IRS Volunteer Income Tax Assistance Program January 2011 - May 2011
General Food Store June 2006 - September 2010
Skills
Data Analysis, Financial Modeling, Forecasting, Capital Budgeting, Strategic Planning, Microsoft Office, Microsoft Excel, VBA, Banking
Education
University of California, Santa Barbara
University of California, Santa Barbara
UCLA Extension
California State University-Northridge 2009 — 2011
B.A., Finance
JPMorgan Chase June 2011 - Present
Bank of America December 2010 - June 2011
Pacific Western Bank December 2009 - September 2010
Affinity Bank November 2005 - September 2010
Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Asset Based Lending, Risk Management, Financial Analysis, Retail Banking, Asset Managment, Strategic Planning, Customer Service
Education
California State University-Northridge 1996 — 2000
Bachelor of Arts (B.A.)
College of the Canyons 1993 — 1995
AA, ARTS, HUMANITIES
Pacific Western Bank May 2010 - Present
Wachovia Bank April 2009 - May 2010
Caliber Accounting & Tax LLP January 2009 - April 2009
HSBC November 2005 - November 2008
Coast BMW Nissan February 1998 - February 2005
Skills
Finance, Business Development, Leadership, New Business Development, Credit, Customer Service, Banking, Sales, Loans, Financial Analysis, Insurance, Negotiation, Sales Management, Direct Sales, Real Estate, Management, Marketing
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Business Administration
Financial Services Solutions November 2014 - Present
Gibco Consulting Group June 2014 - Present
Pacific Western Bank May 2013 - June 2014
First California Bank April 2012 - May 2013
First California Bank May 2011 - April 2012
First California Bank April 2011 - May 2011
Palm Desert National Bank March 2009 - April 2011
Palm Desert National Bank December 2007 - March 2009
Skills
Debit Cards, ACH, Cards, Electronic Payments, Payments, Payment Card Processing, Acquiring, E-payments, Mobile Payments
Education
Regis University 2006 — 2009
MBA, Finance and Accounting
Methodist College 1999 — 2004
Double BS, Business Administration & Marketing
Business Team 1999 - Present
Pacific Western Bank 1977 - 1992
Skills
Real Estate, Business Brokerage, Business Valuation, Exit Strategies, Leases, Valuation, Brokerage, Sales, Mergers, Contract Negotiation, Start-ups, Investment Properties, Due Diligence, Investments, Selling, Loans, Entrepreneurship, Disposition, Business Planning, Mergers & Acquisitions, Real Estate Financing, Negotiation, Property Management, Real Estate Development, Business Development, Real Estate Economics, Real Estate Transactions, Investors, Location Intelligence, Landlords, Sellers, Franchising, Small Business, Finance, Corporate Real Estate, Business Acquisition, Acquisitions
Education
California State University-East Bay 1970 — 1974
BS / MBA, Finance
Wachovia Securities 2006 - 2007
Pacific Western Bank 2000 - 2005
United States Marine Corps 1984 - 1990
Skills
Fundraising, Financial Analysis, ROI Accountability, Investments, ROMI, Derivatives, Trading
Education
California State University-Sacramento 2002 — 2010
M.S., Finance
California State University-Sacramento 1990 — 2002
M.E., Economics
Pacific Western Bank - Deposit Solutions Group March 2015 - Present
Pacific Western Bank March 2013 - Present
Pacific Western Bank March 2011 - March 2013
Skills
Mortgage Lending, Banking, Credit Analysis, Financial Services, Credit, Customer Service, Commercial Lending, Loans, Commercial Banking
Education
California State University-Fullerton 2006 — 2011
Bachelor of Arts (B.A.), Sociology
Hygiena Medical Packaging Corp May 2015 - Present
Bento Box June 2014 - June 2015
Hygiena Medical Packaging Corporation June 2014 - April 2015
Bank of America May 2013 - January 2014
Bank of America May 2011 - May 2013
Bank of America June 2010 - April 2011
Pacific Western Bank July 2009 - May 2010
Skills
Banking, Mortgage Servicing, Mortgage Banking, Loans, Mortgage Lending, Loss Mitigation, FHA, Credit, Loan Servicing, VA loans, •Proficient in..., Retail Banking, Sales, Financial Services, Management, Mortgage Underwriting, Foreclosures, Investments, Training, Coaching, Lines Of Credit, Core Banking, Deposits, Time Management, Small Business Lending, Consumer Lending, Credit Cards, Cross Selling, Relationship Management, Customer Service, Outlook, Auditing, Call Centers, Default, Quality Assurance, Team Building, Cold Calling, Selling, Building Relationships
Education
University of Phoenix
MBA
California State University-Northridge 2001 — 2004
B.A., Biology
California State University
B.A
Moorpark College
A.A, Biology
University of Phoenix
MBA 2008 - Present, Business Administration
County of San Diego February 2014 - Present
Accel-RF Instruments Corporation July 2011 - March 2015
Personal Strengths Publishing, Inc. February 2010 - December 2013
ViaSat November 2009 - February 2010
Luxtera July 2004 - September 2009
Pacific Western Bank June 2000 - May 2004
Johnson Richards and Company June 1999 - May 2000
ARL Transport LLC January 1999 - June 1999
Boston Financial Data Services 1988 - 1998
Skills
Accounting, Accounts Payable, Accounts Receivable, Journal Entries, Budget, Microsoft Office, Auditing, Microsoft Excel, Team Building, Microsoft Word, Payroll, Outlook, Process Improvement, Analysis, Leadership Development, Coaching, Customer Service, Change Management, Performance Management, Conflict Resolution, Organizational..., Budgets, Training, Purchasing, Program Management, Account Reconciliation, Time Management, Human Resources, Invoicing, Banking, Leadership, Financial Statements, Accruals, Management, Data Entry, QuickBooks
Education
California State University-San Marcos - College of Business Administration 2006 — 2012
B.S.B.A., Accounting
Palomar College 2004 — 2005
A.A., Liberal Arts & Sciences
MiraCosta College 2004 — 2005
Prep for Transfer, Spanish
Pacific Western Bank April 2014 - Present
CapitalSource Bank January 2013 - April 2014
Urban Development Clinic at Duquesne University School of Law August 2011 - May 2012
U.S. Department of Justice May 2011 - August 2011
The Court of Common Pleas of Bucks County June 2010 - September 2010
Central Bucks Family YMCA June 2006 - September 2009
University of Pittsburgh at Montefiore Hospital September 2008 - April 2009
Giant Food 2004 - 2009
Skills
Legal Research, Legal Writing, Appeals, Microsoft Office, Microsoft Word, Research
Education
Duquesne University School of Law 2009 — 2012
Juris Doctor, Law
University of Pittsburgh 2005 — 2009
B.A., History, Political Science
Richmond, The American International University in London 2008 — 2008
History, Italian
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - April 2014
Fremont Investment & Loan April 2007 - July 2008
Fremont Investment & Loan November 2004 - April 2007
FENB 2001 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, SDLC, Business Process..., Banking, Oracle E-Business Suite, Business Intelligence, Financial Reporting, Requirements Analysis, SharePoint, Financial Analysis, Change Management, Project Management, Analysis, Visio, Risk Management, Sarbanes-Oxley Act, Project Planning, Accounting, Integration, Management, IT Management, Business Process, Program Management, Software Documentation, Disaster Recovery, IT Strategy, Requirements Gathering, ITIL, ERP
Education
California State Polytechnic University-Pomona
Pacific Western Bank August 2012 - Present
American Perspective Bank April 2010 - September 2012
Founders Community Bank November 2005 - April 2010
Coast National Bank December 1998 - November 2005
Education
Stonier Graduate School of Banking 2004 — 2006
Bank Management
California Polytechnic State University-San Luis Obispo 1991 — 1994
Silva & Silva January 1970 - Present
Silva & Silva, CPA's January 1970 - Present
Golden State Bank October 2004 - February 2014
Pacific Western Bank October 1982 - February 2000
US Army February 1960 - January 1966
Skills
Accounting, Financial Planners, Tax, Outlook, Microsoft Excel, Real Estate, Partnership Taxation, Microsoft Office, Budgets, Due Diligence, Financial Reporting, Bookkeeping, QuickBooks, CPA, Banking, General Ledger, IRS, Account Reconciliation, GAAP, Tax Preparation, Tax Research, Accounts Payable, SEC filings, Accounts Receivable, Internal Controls, Payroll, S Corporations, Sarbanes-Oxley Act, Investments, Journal Entries, Auditing, Financial Analysis, Cash Management, Financial Planning
Education
California State University-Los Angeles 1962 — 1967
M.S., Accounting
California State University Los Angeles 1957 — 1960
Bachelor's degree, Accounting, A
MacSuperstore July 2014 - Present
EMD Networking Services, Inc. and EMD Networking Services Fresno, Inc. July 2012 - July 2014
Shopatron November 2011 - January 2012
Pacific Western Bank September 2010 - October 2011
Los Padres Bank March 2001 - August 2010
Skills
Customer Service, Help Desk Management, Networking, Technical Support, Software Documentation, Troubleshooting, Help Desk Support, Windows 7, Microsoft Excel, Call Centers, System Administration, Windows, Computer Hardware
Education
Cal Poly San Luis Obispo 1989 — 2000
Pacific Western Bank 2004 - Present
Citicorp 1996 - 2004
Orange National Bank 1992 - 1993
Union Bank 1983 - 1989
Skills
Loans, Banking, Commercial Banking, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Retail Banking, Financial Analysis, Portfolio Management, Risk Management, Customer Service, Cash Management, Commercial Lending, Consumer Lending, Credit Risk, Underwriting, Small Business Lending, Asset Based Lending, Commercial Real Estate, Commercial Mortgages, Mergers & Acquisitions, Refinance, Lines Of Credit, SBA, Cash Flow Lending, Construction Loans, Private Banking, Financial Structuring
Education
California State University-Long Beach 1980 — 1983
Bachelor's degree in Business Adminsitration with a major in Finance, Finance and Real Estate
Cantwell / SHM
High School Dipoma in the College Prep Program, College Prepatory Program
Pacific Western Bank October 2006 - Present
Community National Bank June 2004 - October 2006
Education
California Pacific University 1994 — 1994
MBA, Business
Bentley University 1982 — 1984
BS, Accounting
Old National Bank November 2012 - Present
ProAmerica Bank February 2012 - October 2012
Pacific Western Bank September 2004 - November 2011
US Bank December 2002 - August 2004
Bank of the West June 2001 - August 2002
Salmon Smith Barney October 2000 - May 2001
Bank of America May 1999 - September 2000
Barnett Bank January 1996 - May 1999
Barnett Bank July 1994 - December 1995
Barnett Bank March 1993 - June 1994
Education
Indiana University Bloomington 1980 — 1987
Pacific Western Bank September 2012 - Present
Bliss & Glennon (Project Contract) December 2011 - January 2012
Infinity Resources Inc. June 2005 - March 2011
Mitchell Group/First Capital Mortgage June 2004 - July 2005
Skills
Network Administration, Cisco Technologies, CCNA, Cisco IOS, VPN, DHCP, LAN-WAN, Network Security, DNS, Switches, VLAN, Routers, Firewalls, Active Directory, EIGRP, BGP, CCNP, CCNA Security, ASA, Data Center, System Administration, ITIL, Integration, Troubleshooting, PIX, Software Documentation, Databases, Hardware, Routing, Microsoft SQL Server, Networking, Computer Hardware, Microsoft Exchange, Technical Support, Cisco Routers
Education
Coastline Community College 2010 — 2012
System, Networking, and LAN/WAN Management
DeVry Institute Of Technology 1995 — 1999
Bachelor's Degree, Computer Information Services, 3.49
California Bankers Association May 2015 - Present
Pacific Western Bank April 2014 - Present
FHLB of San Francisco 1996 - Present
CapitalSource June 2008 - April 2014
Pasadena Playhouse 1998 - 2005
Deloitte Haskins & Sells May 1975 - December 1983
Skills
Credit, Portfolio Management, Investments, Mergers, Financial Analysis, Capital Markets, Loans, Financial Modeling, Executive Management, Risk Management, Mortgage Lending, Banking, Private Equity, Asset Management, Mergers & Acquisitions, Business Development, Due Diligence, Corporate Finance, Valuation
Education
Arkansas Tech University 1971 — 1975
Bachelor of Science (BS), Accounting
Seacoast Commerce Bank October 2007 - Present
California Bankers Association 1998 - 2014
Pacific Western Bank October 2006 - October 2007
Community National Bank June 2004 - October 2006
Palomar Community Bank 1999 - 2001
Education
Bentley University 1982 — 1984
Bachelor of Science (BS)
Lyndon State College 1980 — 1982
Capital Funding March 2009 - Present
------ October 2008 - March 2009
Pacific Western Bank 2007 - 2008
Alliance Bank November 2004 - March 2007
Skills
Commercial Lending, Loans, Business Development, Credit Analysis, Credit, Finance, Commercial Banking, Portfolio Management, Underwriting, Small Business Lending, Loan Servicing, Financial Analysis, Banking, SBA, Commercial Mortgages, Commercial Real Estate, Funding
Education
Minnesota State University, Mankato 1983 — 1986
Business Management
Iowa State University 1982 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California Bank & Trust January 2013 - Present
BancForce Financial Staffing February 2011 - Present
Pacific Western Bank January 2004 - February 2009
California Coast Credit Union December 2002 - September 2003
San Diego State University April 2001 - November 2001
Imperial Bank November 1998 - January 2001
Bank Of America January 1995 - April 1998
Skills
Trade Finance/Credit..., Banking, Financial Analysis, Finance, Risk Management, Project Management, Strategic Planning, Accounting, Sales Management, Customer Service, Microsoft Excel, Loans, Team Building, Business Development, Sales, Management, Investments
Education
Southwestern College 2002 — 2006
Associates Degree, Political Science
Marymount California University 1990 — 1991
Associate, Political Science
Saint Augustine High School 1986 — 1990
Peloton Capital Group June 2005 - Present
Pacific Western Bank October 2014 - July 2015
Fortess Investment Group - Drawbridge Special Opportunities / Peloton Capital Group June 2005 - October 2014
CapitalSource 2004 - 2005
CapitalSource 2000 - 2004
PWC 1989 - 1993
Skills
Financial Modeling, Banking, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Due Diligence, Loans, Commercial Lending, Valuation, Credit, Asset Based Lending, Investments, Financial Analysis, Venture Capital, Capital Markets
Education
Bentley University 1986 — 1989
Pacific Western Bank August 2014 - Present
WestAmerica Bank March 2012 - August 2014
Wells Fargo Bank March 2010 - January 2012
Balboa Capital Corporation August 2007 - March 2010
Skills
Factoring, Asset Based Lending, Banking, Commercial Lending, Commercial Finance, Credit Analysis, Corporate Finance, Finance, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Mortgage Lending, Lines Of Credit, Management, Loans, Sales, Financial Analysis, Relationship Management, Loan Origination, Financial Services, Credit Risk, Customer Service
Education
California State University-Chico 2003 — 2007
Bachelor of Science, International Economics
Pacific Western Bank March 2007 - Present
Pacific Western Bank 2004 - 2007
Pacific Western Bank 2002 - 2004
Pacific Western Bank 2000 - 2002
Skills
Virtualization, Data Center, IT Management, Telecommunications, Vendor Management, Information Technology, VMware, Network Security, Disaster Recovery, Security, Cloud Computing, Team Building
Education
National University 1998 — 2003
BS, Information Technology
First Bank January 2015 - Present
1st Enterprise Bank August 2013 - December 2014
Pacific Western Bank July 2011 - July 2013
Comerica Bank August 2000 - June 2007
Comerica Bank July 1999 - August 2000
Comerica Bank February 1998 - July 1999
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Credit, Credit Analysis, Asset Based Lending, Portfolio Management, Loan Origination, Credit Risk, Commercial Mortgages, Lines Of Credit, Underwriting, Treasury Management, Cash Management, Retail Banking
Education
California State University-Northridge
Bachelor of Science Business Administration, Finance
Comerica Bank September 2014 - Present
Chefworks of Santa Cruz October 2010 - August 2014
Cash Management Plus January 2011 - May 2011
Comerica Bank April 1999 - February 2009
Comerica Bank July 1994 - April 1999
Pacific Western Bank April 1992 - July 1994
Pacific Western Bank January 1989 - April 1992
Pacific Western Bank July 1987 - January 1989
County Bank and Trust June 1978 - 1987
Skills
Banking, Retail Banking, Bank Secrecy Act, Bank Operations, Compiance, Retail and Bank..., Acquisition Integration, Branch Expansion, User Acceptance Testing, Business Continuity, DDA, SAV, TDA, Customer Information..., Deposit Application..., Operational Support, Third Party Risk, Project Management, Security, Commercial Banking, Business Process, Training, Financial Risk, Credit Cards, Financial Analysis, Branch Banking, Treasury Management, Management, Loans, Financial Services
Education
Cabrillo College 1974 — 1976
AS, Business
San Lorenzo Valley High School 1971 — 1974
Home Bank Of California January 2015 - Present
South County Bank May 2011 - January 2015
Independence Bank September 2009 - June 2010
Heyden Consulting 2009 - 2010
Excel National Bank January 2008 - December 2008
Pacific Western Bank May 1995 - January 2008
Community National Bank/ Pacific Western Bank 1995 - 2008
Huntington National Bank 1990 - 1995
Bank of Orange County 1993 - 1993
Harbor Bank 1983 - 1987
Skills
SBA, Private Banking, Small Business Lending, Treasury Management, Mortgage Banking, Real Estate Financing, USDA, Cash Flow Lending, Refinance, Financial Structuring, Commercial Real Estate, Finance, Real Estate Economics, Business Development, Real Estate Lending, Real Estate, Funding
Education
California State University-Fullerton 1975 — 1978
Business/Finance
El Modena High 1972 — 1975
Pacific Western Bank 2008 - 2012
Wachovia Securities, LLC 2004 - 2008
Bank of America 1999 - 2004
Skills
Banking, Small Business, Commercial Lending, Outlook, Account Management, Customer Service, Management, Microsoft Word, Operations Management, Microsoft Office, Microsoft Excel, Identity Theft, Schedules, CRM, Branch Management, AML, Operational Risk, Internal Audit, Risk Management
Education
Cuesta College 2001 — 2002
Accounting
Allan Hancock College 2000 — 2001
Accounting
US Bank December 2014 - Present
Pacific Western Bank April 2014 - November 2014
CapitalSource April 2010 - April 2014
MainStreet Lender 2005 - April 2010
Case Design 2001 - 2005
Completed Systems 1996 - 2001
Education
Clarkson University 1982 — 1986
BA
Pacific Western Bank V.P.US Bank1996 - 2002
Skills
Commercial Banking, Lines Of Credit, Small Business Lending, Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Commercial Mortgages, SBA
Education
Pacific Coast Banking School Univ of Wash 1977 — 1979
Certificate, Bank management
Chapman University
BA, Economics/Business
Pacific Western Bank May 2012 - Present
Community West Bank 2005 - January 2012
California Coastal Rural Development Corporation 1993 - 2005
Montecito Bank and Trust 1987 - 1993
Skills
Lending Oversight and..., Government Loan Programs, Community Economic..., Business Education, Small Business Lending, Commercial Real Estate, C & I Loans, Strategic Planning
Education
Drake University
Master of Business Administration (MBA)
UCLA
Bachelor's degree, Economics and History
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
Pacific Western Bank August 2014 - Present
Bank of America December 2012 - Present
Bank of America Merrill Lynch February 2011 - December 2012
Bank of America January 2009 - January 2011
LaSalle Bank September 2006 - December 2008
Skills
Credit, Loans, Financial Analysis, Banking, Cash Management, Financial Modeling, Accounting, Finance, Credit Analysis, Underwriting, Risk Management, Strategic Financial..., Portfolio Management, Financial Risk, Analysis, Account Reconciliation, Auditing
Education
Keller Graduate School of Management 2010 — 2013
Master's degree, Accounting & Financial Management, 3.4
Eastern Illinois University 2002 — 2006
B.S., Finance
.
SIUE
Pacific Western Bank June 2013 - Present
First California Bank April 2011 - June 2013
Palm Desert National Bank December 2007 - April 2011
Dilbeck Realtors March 2002 - October 2007
Skills
Financial Reporting, Payments, Banking, Strategic Planning, Customer Service, Finance, Account Reconciliation, Credit, Accounting, ACH, Credit Cards, Credit Analysis, Financial Analysis, Loans, Risk Management, Cash Management, Internal Audit, Cards, Portfolio Management, Retail Banking, Analysis, Payment Card Processing, Debit Cards, Financial Services, Auditing
Education
Citrus College
Accounting
Citizens Business Bank August 2006 - Present
Pacific Western Bank November 2005 - August 2006
Bank of America February 2003 - November 2005
Bank of America February 2003 - November 2005
Bank of America October 2000 - May 2002
Bank of America October 1999 - September 2000
Bank of America May 1998 - September 1999
Bank of America October 1997 - April 1998
Bank of America October 1992 - September 1997
Security Pacific National Bank 1988 - 1989
Skills
Banking, Loans, Management, Deposits, Commercial Lending, Customer Service, Notary, Leadership, Credit, Mortgage Lending, Consumer Lending, Retail Banking, Cross Selling, Financial Analysis, Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Manage Client..., Computer Maintenance, Office Equipment, Commercial Banking, Credit Analysis, Risk Management, Portfolio Management
Education
Mt Sierra College 2013 — 2017
Computer Systems Networking and Telecommunications
Alhambra High School 1983 — 1986
Pacific Western Bank July 2014 - Present
Pacific Western Bank April 2012 - July 2014
Pacific Marine Credit Union November 2010 - April 2012
Pacific Western Bank November 2008 - November 2010
Silver State Bank February 2006 - August 2008
Skills
Banking, Customer Service, Outlook, Microsoft Excel, Data Entry, Finance, Microsoft Word, Microsoft Office, Leadership, Time Management, Customer Satisfaction, Team Building, Accounting, Auditing, Teamwork, Training, Team Leadership
Education
Florida Gulf Coast University 2011 — 2012
Certificate, Medical Administrative/Executive Assistant and Medical Secretary
College of Southern Nevada 2003 — 2004
1st Capital Bank September 2013 - Present
Pacific Western Bank October 2012 - May 2013
American Perspective Bank March 2011 - October 2012
American Perspective Bank May 2009 - February 2011
Guaranty Bank 1999 - 2007
Education
California State University-San Bernardino
Bachelor of Arts, History
SouthWest Trade Services LLC March 2013 - Present
Pacific Western Bank January 2000 - March 2013
Skills
Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit, Credit Risk, Loans, Small Business Lending, Portfolio Management, Retail Banking, Finance, Loan Origination, Cross Selling, Financial Analysis, Branch Banking, Mortgage Lending, Underwriting, Risk Management, Lines Of Credit, Core Banking, Consumer Lending, Cash Management, Payments, Treasury Management
Education
Alliant International University-San Diego Scripps Ranch 2010 — 2012
MIBA, International Business, concentration in Strategic Management, 4.0
Newmeyer & Dillion August 2012 - Present
Pacific Western Bank June 2006 - July 2012
H&R Block September 2004 - April 2006
United States Marine Corps Reserve January 2002 - January 2006
Skills
CompTIA A+ Certification, MCSE 2003, CCNA, MCSA + Messaging, MCP, CCNA Voice, MCITP, Microsoft Certified..., Microsoft Exchange, CompTIA Network+..., VMware, Windows Server, Network Administration, DNS, A+ Certified, Active Directory, CompTIA Network+, Troubleshooting, Security+, Windows 7, Networking, Virtualization, System Administration, Microsoft Office
Education
Stanbridge College 2007 — 2008
Information Technology
Coleman College 2002 — 2006
Bachelor of Science (BS), Information Technology
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
Terminix October 2009 - Present
Terminix September 2009 - March 2010
Senator Jeff Denham July 2008 - September 2009
Lagorio Farming April 2008 - June 2009
Senator Jeff Denham February 2008 - February 2009
Pacific Western Bank February 2006 - September 2007
US Bank January 2005 - July 2005
Point Loma Credit Union June 2002 - August 2004
Education
California State University Stanislaus 2007 — 2009
BA, Agriculture Economics
California State University
University of the Pacific
BA, Agriculture Business / Economics
Dan "The Man" Haul Away October 2012 - Present
LPL Financial (Proven, Inc.) August 2012 - October 2012
California Bank & Trust April 2011 - August 2012
CALIFORNIA COMMUNITY BANK April 2010 - April 2011
LPL Financial July 2009 - November 2009
Pacific Western Bank April 2005 - February 2008
ProfitLine September 2004 - February 2005
Navy Federal Credit Union December 2002 - June 2004
Union Bank August 2001 - February 2002
Skills
Customer Service, Outlook, Banking, Excel, Direct Sales, Sales, Banking Operations, Finance, Microsoft Excel, Time Management, Customer Satisfaction
Education
Ashford University 2011 — 2012
Bachelors of Science, Business Management
University of Phoenix 2007 — 2011
Business Management, Associate of Science in Business Management
Pacific Western Bank December 2013 - Present
Red River Bank August 2012 - August 2013
Sam's Town Shreveport March 2012 - July 2012
Standard Parking August 2011 - November 2011
Victoria's Secret October 2010 - May 2011
Curtis School June 2009 - July 2010
Bath & Body Works November 2009 - January 2010
Thousand Oaks High School November 2007 - March 2008
Skills
Facebook, Microsoft Office, Sales
Education
California Lutheran University 2007 — 2011
Business Administration, Marketing
Opus Bank November 2010 - Present
Pacific Western Bank April 2003 - October 2010
Skills
Underwriting, Accounting, Commercial Banking, Negotiation, Financial Analysis, Corporate Finance, Banking, Risk Management, Relationship Management, Small Business Lending, Credit Analysis, SBA, Private Banking, Budgets, Commercial Lending, Commercial Mortgages, Strategic Planning, Lines Of Credit, Commercial Real Estate, Cash Flow, Loans, Asset Management, Portfolio Management, Real Estate, Construction Loans, Investments, Mortgage Lending, Business Development, Credit, Real Estate Financing, Financial Reporting, Cash Management, Financial Structuring, Retail Banking, Treasury Management, Refinance, Consumer Lending, Financial Modeling, Due Diligence, Asset Based Lending, Mortgage Banking, Loan Origination, Management, Sales Management, Cross Selling, Real Estate Economics, Finance, Strategic Financial..., Credit Risk
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
Pacific Western Bank September 2005 - Present
Education
Harvard University 1975 — 1979
BA, Economics
North Torrance HS 1971 — 1975
Pacific Premier Bank February 2013 - Present
Partners Bank of California July 2008 - December 2012
Pacific Western Bank June 2008 - July 2010
Community National Bank February 2001 - June 2008
Skills
Banking, Team Building, Retail Banking, Credit, Loans, Commercial Banking, Sales, Small Business Lending, Marketing Communications
Education
Miami University
Bachelor of Science, Marketing
Pacific Western Bank December 2012 - Present
American Perspective Bank January 2010 - December 2012
Pacific Capital Bancorp 2007 - 2009
Pacific Capital Bancorp 2006 - 2007
Skills
Loans, Small Business Lending, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loan Origination, Consumer Lending, Underwriting, Banking, Credit Risk, Lines Of Credit, Portfolio Management, Commercial Mortgages, Financial Analysis, Finance, Risk Management, Office Administration, Microsoft Office, Time Management
Education
Adams State College 2000 — 2002
Sociology
Allan Hancock College 1998 — 2000
Liberal Arts
Pacific Western Bank December 2013 - Present
Opus Bank May 2012 - February 2013
U.S Bank February 2007 - November 2011
Citi Bank June 2003 - February 2007
Omega Management February 1995 - May 2003
Skills
Sales Management, Team Leadership, Loans, Retail Banking, Risk Assessment, Customer Retention, Customer Service, New Business Development, Leadership, Management, Risk Management, Training, Lines Of Credit
Education
California State University-Dominguez Hills 1995 — 1997
Bachelor of Science, Business Administration; International Business
Pacific Western Bank August 2012 - Present
American Perspective Bank June 2009 - August 2012
First Bank of San Luis Obispo April 2008 - June 2009
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Banking, Loan Origination, Financial Analysis, Lines Of Credit, Commercial Mortgages, Construction Loans, Real Estate, Commercial Real Estate, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor's degree, Agricultural Business and Management
Pacific Western Bank August 2014 - Present
Heritage Oaks Bank June 2012 - August 2014
Rabobank N.A. August 2011 - August 2012
First California Bank December 2009 - August 2011
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2008 - December 2009
Pacific Capital Bank dba Santa Barbara Bank & Trust December 2002 - December 2008
Pacific Capital Bank dba Santa Barbara Bank & Trust February 1999 - December 2002
Pacific Capital Bank April 1996 - February 1999
Channel Islands National Bank March 1995 - March 1996
Bank of A. Levy January 1989 - March 1995
Skills
Loans, Credit, Underwriting, Relationship Management, Private Banking, Commercial Real Estate, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Financial Analysis, Risk Management, Real Estate, Credit Risk, Wealth Management, Negotiation, Commercial Mortgages, Consumer Lending, Mortgage Banking, Lines Of Credit, Loan Origination, Asset Based Lending
Education
California Lutheran University
Master of Business Administration, Finance
University of California, Santa Barbara
Bachelor of Arts, Spanish
Hanmi Bank June 2015 - Present
Pacific Western Bank April 2000 - June 2015
Skills
Credit Analysis, Asset Based Lending, Lines Of Credit, Credit Risk, Mortgage Lending, Commercial Mortgages, Portfolio Management, Loan Origination, Financial Analysis, Customer Service, New Business Development
Education
California State University-Northridge
Granada Hills High School
Pacific Western Bank April 2014 - Present
CapitalSource August 2006 - April 2014
Wolpoff & Abramson June 2003 - August 2006
Bowie State University August 2002 - August 2002
Bowie State University May 2002 - August 2002
Skills
HRIS, Employee Relations, HR Policies, Immigration, COBRA Administration, COBRA, Employee Benefits, Human Resources, Immigration Law, Interviews, New Hire Orientations, Staff Development, Team Building, Customer Service, Leadership, Management, Microsoft Office, Onboarding, Personnel Management
Education
University of Maryland University College 2006 — 2007
Masters of Science, Human Resources Management
Bowie State University 1998 — 2002
Bachelors of Science, Business Administration
Pacific Western Bank 2013 - Present
First Regional Bank 2000 - 2010
Santa Monica Bank/US Bank 1988 - 2000
Skills
Customer-focused Service, Sales Management, Loans, Commercial Lending, Sales
Education
CSUN
Pacific Western Bank May 2012 - Present
Nevada Commerce Bank September 2010 - May 2011
Community Bank of Nevada August 2004 - September 2009
Bank of Nevada August 1998 - August 2003
Bank of America February 1994 - July 1998
Deloitte August 1991 - March 1993
Skills
CPA, SEC reporting, Regulatory Reporting, SOX 404, Financial Accounting, Banking, Management
Education
UNLV 1999 — 2004
Babson College 1989 — 1991
Bachelor of Science, Accounting
Israel Discount Bank 2013 - Present
Pacific Western Bank October 2001 - March 2010
Charter Pacifc Bank January 2000 - October 2001
Union Bank of California June 1997 - February 2000
First Los Angeles Bank February 1986 - January 1993
Manufacturers Bank 1978 - 1986
Skills
Credit Analysis, Negotiation of credit..., Portfolio Management, Staff Supervision, Credit Restructuring
Education
California State University-Northridge 1976 — 1978
Master of Arts (MA), Economics
California State University-Northridge 1973 — 1976
Bachelor of Arts (BA), Business/Managerial Economics
OneWest Bank November 2011 - Present
Professional Business Bank August 2007 - December 2010
Pacific Western Bank February 2005 - August 2007
California Federal Bank, FSB October 2002 - July 2003
Education
Glendale Community College 2010 — 2011
Associate's degree in progress, Business Administration
Pacific Western Bank August 2009 - Present
Affinity Bank of California March 2007 - August 2009
Education
Los Angeles City College 2001 — 2003
General Studies
Baldwin Park High School
Pacific Western Bank May 2015 - Present
Wells Fargo July 2014 - Present
Novant Health November 2013 - Present
TEKsystems/3M Health Information Systems May 2012 - November 2013
Boston Properties January 2012 - March 2012
CTIS, Inc. May 2011 - January 2012
Skills
HL7, BMC Service Desk, SQL, Windows 7, HIPAA, OWASP, Business Analysis, Software Implementation, ICD-10, .NET Compact Framework, Software Documentation, Analysis, Technical Support, Healthcare Information..., Production Support, APL, 3M ClinTrac Clinical..., PMI, Regression Testing, ICD-9, Provider..., UAT, SIT, Firebug
Education
University of Maryland University College 2011 — 2013
Communications and Computing, Mass Communication/Media Studies, 3.362 out of 4.0 GPA
CompTIA A+, Networking, Security, Windows 7 Administration, Windows Server Administration, 2011 — 2012
Completed October 2012 (8 Weeks Per Course)
Montgomery College 2009 — 2011
Associate of Arts (A.A.), Communications
Thomas S. Wootton High School 2002 — 2006
High School Diploma
Pacific Western Bank April 2009 - Present
Pacific Western Bank April 2005 - April 2009
Education
Copper Mountain Community College
JMS AC and Heating March 2014 - Present
Diagnostic Laboratory May 2013 - March 2014
Opus Bank September 2012 - January 2013
Pacific Western Bank April 2012 - September 2012
One West Bank June 2010 - April 2012
Walgreens Option Care July 2006 - September 2009
Skills
Communication, Goal Oriented, Bilingual, Microsoft Office, Highly detail oriented, Organization &..., Multi Tasking
Education
California State University-Northridge 2004 — 2008
Bachelor of Science (B.S.), Business Management
Pacific Western Bank April 2008 - Present
US Bank September 2001 - April 2008
Bank of America October 1971 - January 1999
Skills
Banking
Education
Fresno City College
Business Administration and Management, General
Grossmont College
Computer Training
Richard P Koval & Associates November 2012 - Present
Pacific Western Bank 2013 - 2015
Skills
New Homes, Real Estate, Sales, Sellers, First Time Home Buyers, Investment Properties, Single Family Homes, Short Sales, Buyer Representation, Relocation
Education
Columbia College 2009 — 2011
Bachelor's degree, Psychology and socialology
California Polytechnic State University-San Luis Obispo 2006 — 2009
Agriculture, Agriculture Operations, and Related Sciences
Pacific Western Bank August 2015 - Present
Hanmi Bank March 2006 - August 2015
Skills
Loans, Credit, Credit Analysis, Banking, Commercial Lending, Underwriting, Trade Finance, Lines Of Credit
Education
California State University-Long Beach 2002 — 2006
Bachelor’s Degree, Business Administration, Management
California State University-Long Beach 2002 — 2006
Bachelor’s Degree, Business Economics
Pacific Western Bank June 2014 - August 2014
USC VITA February 2014 - April 2014
Association of Latino Professionals in Finance and Accounting (ALPFA) August 2013 - December 2013
GOLDEN KEYS INTERNATIONAL June 2013 - August 2013
Wilshire Financial Network June 2013 - August 2013
ALPFA-USC January 2013 - May 2013
Humane Society Silicon Valley June 2010 - August 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Event Planning, QuickBooks, SAP ERP, Oracle E-Business Suite, Strategic Planning, Fundraising, Social Networking, Business Development, Finance, Public Relations, Leadership, Financial Analysis, Accounting
Education
USC 2012 — 2014
Bachelor of Science (BS), Accounting
De Anza College 2009 — 2011
Associate of Arts (AA), Business
Pacific Western Bank May 2011 - Present
Sasco December 2010 - May 2011
Capital Group October 2006 - July 2009
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Strategic Financial..., Accounting, Equity Valuation, Financial Accounting, Trading, Business Analytics, Equity Research, Funds Transfer Pricing, QRM
Education
California State University-Long Beach 2001 — 2006
Bachelor of Science (BS), Business Administration
2016 Level III Candidate in the CFA Program
Pacific Western Bank October 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
FIDM/Fashion Institute of Design & Merchandising-Los Angeles
Associate of Arts (AA), Interior Design
Warner Enterprises April 2014 - Present
Opus Bank September 2012 - April 2014
Pacific Western Bank November 2007 - September 2012
Community National Bank October 2005 - November 2007
Skills
Loans, Banking, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Mortgage Lending, Retail Banking, Credit Analysis, Portfolio Management, Consumer Lending, Underwriting, Financial Analysis, Cash Management, Mortgage Banking
Education
Grossmont College
Pacific Western Bank 1989 - 2013
Central Federal Savings and Loan November 1979 - September 1983
Capital Savings and Loan September 1973 - October 1979
Skills
Customer Service..., Customer Service, Branch Banking, Auditing, Regulatory Requirements, Teamwork, Team Building, Training, Managerial Skills, Security Management, Communication Skills, Community Outreach, Backup
Education
Colby Community College 1984 — 1984
The Institute of Financial Education 1975 — 1977
Banking and Financial Support Services
New Bloomfield High School
Wells Fargo September 2015 - Present
Pacific Western Bank 2014 - 2015
Bank of the West 2002 - 2013
Union Bank 1998 - 2002
The Japan Times 1990 - 1995
Skills
Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Credit Risk, Problem Analysis, Lines Of Credit, Cash Management, Trade Finance, Real Estate Lending, Loan Origination, Bilingual, Financial Analysis, Negotiation, Risk Assessment, Cross Selling, Collateral
Education
University of Southern California 1995 — 1997
Master of Science (M.S.), Political Science and Government
Keio University 1986 — 1990
Bachelor of Arts (B.A.)
AmericanWest Bank March 2008 - Present
Pacific Western Bank June 2000 - March 2008
Washington Mutual Bank AKA Chase January 1985 - June 2000
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Customer Service, Retail Banking, Credit Analysis, Mortgage Lending, Small Business Lending
Education
Fort Hays State University
Fort Hays State University