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
Pacific Mercantile Bank May 2013 - Present
Pacific Western Bank January 2011 - December 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Universidad de La Salle 1994 — 2000
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Pacific Western Bank September 2011 - Present
Los Padres Bank/Pacific Western Bank January 2009 - September 2011
Los Padres Bank February 2008 - January 2009
Longs Drugs August 2004 - February 2008
Longs Drugs November 2002 - August 2004
Longs Drugs March 2002 - November 2002
Skills
Banking, Financial Services, Retail Banking, Commercial Banking, Account Management, Client Relations, Client Services, Globalization, Employee Relations, Employee Training, Internal Audit, Staff Supervision
Education
University of California, Santa Barbara 2013 — 2016
Bachelor’s Degree, Global and International Studies
University of California, Santa Barbara 2004 — 2006
Banc of California June 2015 - Present
Union Bank September 2012 - June 2015
Bank of America Merrill Lynch August 2011 - September 2012
Wachovia Bank March 2007 - August 2011
Banco Popular North America March 2003 - March 2007
Pacific Western Bank August 1994 - March 2003
Skills
Portfolio Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Small Business Lending, Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Retail Banking, Underwriting
Education
University of Phoenix 2005 — 2011
Bachelors in Science, Business Administration
Bank of America May 2014 - Present
Pacific Western Bank August 2008 - May 2014
United States Marine Corps April 2004 - May 2013
First California Bank 2008 - 2013
Affinity Bank April 2006 - August 2008
DIRECTV August 2005 - April 2006
Skills
Credit, Budgets, Loans, Commercial Real Estate, Programming, Financial Structuring, ALLL, Strategic Planning, Leadership, Critical Thinking, Financial Analysis, Customer Service, Project Planning, Portfolio Management, Microsoft Office, Management, Operations Management, Microsoft Excel, Microsoft Word, Team Building, Banking, Analysis, Team Leadership, PowerPoint, Negotiation, Time Management, Outlook, Process Improvement, Commercial Lending, Finance, Loan Origination, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
BS Management, Business, Management, Finance
University of Nevada-Reno 2002 — 2003
Mechanical Engineering
Ventura High School 1998 — 2002
Presidio Home Care September 2013 - April 2014
Golden State Bank May 2005 - May 2010
U.S. Bank July 2004 - May 2005
Pacific Western Bank October 2001 - July 2004
Skills
HTML, Microsoft Word, PowerPoint, Photoshop, Microsoft Office, Time Management, Microsoft Excel, Trach Care & Oxygen..., Ventilator Mgmnt..., Skin Problems in the..., Hospice Care, Vital Signs, Customer Service, Cpr Certified, Healthcare, Teamwork, Nursing, Research, Medication...
Education
Stanbridge College 2012 — 2013
LVN License
Rio Hondo College 1993 — 1996
Union Bank November 2013 - June 2014
Pacific Western Bank February 2012 - September 2013
Wells Fargo April 2010 - February 2012
Central Pacific Bank March 2007 - February 2010
Skills
Retail Banking, Supervisory Skills, Opening New Accounts, Sales Operations, Korean, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Microsoft Office, Customer Service
Education
University of Hawaii at Manoa
Korean Language and Literature
Yonsei University
Korean Language
Quantitative Development Group July 2013 - Present
California Bank & Trust August 2007 - June 2013
Tri-City Medical Center 2010 - 2012
Pacific Western Bank February 2005 - July 2007
Southwest Community Bank September 2003 - January 2005
Marlin Group, Inc. July 1993 - September 2003
San Diego Trust and Savings Bank June 1992 - July 1993
First National Bank November 1986 - May 1992
Bank of San Diego February 1982 - October 1986
John Burnham & Co. March 1978 - February 1982
Skills
Commercial Banking, Credit Analysis, Energy Industry
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance
Torrey Pines Bank March 2013 - Present
Pacific Western Bank 2005 - March 2013
FirstMerit Bank 1998 - 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Mortgage Lending, Loan Origination, Credit Risk, Asset Based Lending, Consumer Lending, Retail Banking, SBA, Private Banking, Cash Management
Education
Purdue University
Economics
Purdue University - Krannert School of Management
Partners Federal Credit Union July 2008 - Present
Newport Mesa Unified School District 2008 - 2008
Pacific Western Bank October 2005 - October 2007
Skills
Loans, Banking, Mortgage Lending, Credit, Finance, Teller Operations, Credit Unions, Customer Service, Financial Analysis, Credit Cards, Insurance, Financial Institutions, Credit Analysis
Education
Orange Coast College 2005 — 2010
Minifry Fashions & Madd Trendz Magazine August 2006 - Present
Palmer and Company August 2010 - June 2012
The Men's Wearhouse, Inc August 2007 - September 2010
Pacific Western Bank August 2008 - August 2010
JNM Professional Tax Accounting and Real Estate Services January 2005 - January 2007
Skills
Fashion Marketing, Business Management, Accounting, Fashion Design, Fashion Shows, Journalism, Radio Broadcasting, Wardrobe, Costume Design, Swimwear, Modeling, Business Planning, Music Industry, Art Direction, Theatre, Entrepreneurship, Entertainment, Social Promotion, Dance, Digital Photography, Retail Design, Interior Design, Visual Merchandising, QuickBooks, Social Media Marketing, Team Building, Financial Analysis, Strategic Planning, Fashion, Social Media, Finance, Outlook, Event Planning, Customer Service, Public Relations, Microsoft Excel, Negotiation, Sales, Small Business, Public Speaking, Microsoft Office, Business, Telephone Skills, Management, Research, Time Management, Microsoft Word, Leadership, Sales Management, Budgets
Education
Santa Monica College 2009 — 2013
CA; CA; CA; B.A, Accounting and Business/Management
Santa Monica College 2009 — 2012
AA, Business Management
Highland High school 2002 — 2006
Renee Andreas Bookkeeping February 2013 - Present
Stateside Farms, Inc. September 2009 - Present
Oceancrest Farms April 2012 - Present
APICS – San Diego Chapter June 2012 - February 2014
California Community Bank October 2008 - June 2009
Pacific Western Bank October 2007 - October 2008
Skills
Customer Service, Cash Management, Accounts Payable, Accounting, Accounts Receivable, QuickBooks, Invoicing, Bookkeeping, Journal Entries, Payroll, Bank Reconciliation, Process Improvement, Cost Accounting, Sales Tax, Payroll Taxes, Accruals, Balance, Inventory Management, Year End Accounts, Year-end Close, Financial Statements, Account Reconciliation
Education
Intuit 2013 — 2013
Quickbooks Certified ProAdvisor, Bookkeeping
Palomar College 2009 — 2009
Quickbooks Certified, Quickbooks, A
California State University San Marcos 2002 — 2006
Bachelor's degree, Literature with an emphasis in Writing
Pacific Western Bank September 2008 - Present
U.S. Bank February 2004 - August 2008
Bank of America October 1997 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Palomar College 1999 — 2003
One Step Ministry January 2009 - Present
Dr. Julie Ryan, O.D. August 2014 - Present
Pacific Western Bank February 2013 - July 2014
Wind & Sea Restaurant April 2011 - February 2013
Laguna Beach Unified School District January 2010 - November 2012
Montage Hotels & Resorts July 2009 - May 2011
Friess Construction October 2004 - July 2008
Dr. Julie Ryan, O.D. October 1999 - September 2004
The Beach House November 1996 - October 1997
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Online Research, Troubleshooting, Thinking Outside The Box, Coaching, Microsoft Office, Active Team Player, Corporate Communications, Organizational..., Prioritize Workload, Heavy Phones, Mentoring, Secretarial Skills, Bookkeeping, Business Writing, Management, Fundraising, Nonprofits, Event Planning, Leadership, Social Media, Marketing, Strategic Planning, Training, Team Building, Data Entry
Education
Saddleback College
General Education
Pacific Western Bank September 2014 - Present
The International Baccalaureate September 2012 - September 2014
Beaufort County School District 2010 - 2012
Carrboro Park and Recreation Department June 2009 - May 2010
Carolina Observatory of Corporate Reputation August 2008 - December 2008
Colleton River Plantation June 2005 - August 2006
Skills
Dependable Team Player, Enthusiastic..., Strong interpersonal,..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Web Browsing, Bilingual, Oracle HR, ADP Payroll, Taleo, Payroll, HRIS, Recruiting, Human Resources, Training
Education
Georgetown University 2012 — 2013
Master's degree, Human Resources Management
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Banner Bank October 2012 - Present
Manufacturers Bank June 2010 - October 2012
Pacific Western Bank November 2007 - March 2010
Pacific Western Bank January 2007 - October 2007
Community Bank March 2006 - January 2007
Community Bank 2002 - 2006
Community Bank May 2002 - March 2004
USF - Office of Assistant to the Provost July 2001 - May 2002
USF - Library Services July 2001 - March 2002
ASUSF - Crossroads Café January 1999 - July 2001
Skills
Business Analysis, Excel, Customer Service, Customer Relations, Word, Microsoft Office, Banking, Cash Management, Hiring, Research, Negotiation, PowerPoint, Team Building, Problem Solving, Analysis, Commercial Banking, Supervisory Skills, Public Speaking, Outlook, Risk Management, Microsoft Excel, Retail, Credit, Commercial Lending, Management, Accounting, Finance, Microsoft Word, Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit
Education
University of San Francisco 1998 — 2002
B.A., American History
ProService Hawaii 2013 - Present
Pacific Western Bank April 2012 - January 2013
Regions Financial Corporation June 2010 - January 2012
Skills
Customer Service, Payroll, Human Resources, Microsoft Excel, Benefits Administration, Employee Relations, Banking, Sales Management, Strategic Planning, Sales
Education
The University of Akron 2004 — 2009
Bachelor's Degree, Business Administration and Management, General
Pacific Western Bank October 2013 - Present
CapitalSource June 2008 - October 2013
Fremont Investment and Loan August 2004 - June 2008
First Federal Bank of California January 2000 - August 2004
Countrywide Home Loans November 1999 - January 2000
First Commerical Bank of Philadelphia October 1997 - March 1999
Skills
Retail Banking, Loans, Mortgage Lending, Portfolio Management, Management, Sales, Training, Accounting, Auditing, Banking, Small Business Lending, Commercial Banking, Insurance, Internal Controls, Office Management, Compliance, Leadership, Financial Accounting, Internal Audit, Employee Management, Development Of Employees, Business Development, Operations Management, Office Administration, Product Marketing, Business lending, Volunteering, Construction Loans, Notary Public
Education
Pierce College 1992 — 1995
Pacific Western Bank December 2012 - Present
Torrey Pines Bank July 2009 - December 2012
EDGE Development, Inc. January 2008 - January 2009
Fidelity National Title January 2001 - January 2007
Skills
Real Estate, Investment Properties, Sales, Strategic Planning, Marketing, Investments, Business Development, Lines Of Credit, Finance, Leadership, New Business Development, Financial Analysis, Loans, Small Business, Banking
Education
San Jose State University 1979 — 1984
BS, Behavioral Science
US Army October 2010 - Present
Pacific Western Bank July 2004 - September 2008
Skills
Army, Customer Service, Government, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, Military, Military Experience, Public Speaking, Security Clearance, Selling, Social Media, Team Building
Education
Mira Costa college 2011 — 2013
Palomar College
Pacific Western Bank October 2014 - Present
Advanced Pain Management February 2013 - October 2014
Advanced Pain Management October 2011 - February 2013
Advanced Pain Management November 2009 - October 2011
United States Navy April 2003 - February 2007
Education
NextGen Healthcare 2013 — 2013
NextGen Certified Professional (NCP - EPM)
University of Wisconsin-Milwaukee 2011 — 2013
Management of Information Systems
San Diego City College 2007 — 2009
Information Systems
Center for Information Dominance, San Diego, CA 2006 — 2006
Journeyman Networking Core
Center for Information Technology, San Diego 2006 — 2006
Naval Tactical Command Support System 2 Manager Course
Center for Surface Combat Systems, San Diego, CA 2006 — 2006
Fiber Optics Maintenance Course
TACTRAGRUPAC, San Diego, CA 2006 — 2006
SCI Networks Operator/Administrator Training
Center for Naval Leadership, London, UK 2005 — 2005
First Line Leadership Development Program
CompTIA Network+ 2004 — 2004
Certification
Interquad Learning Slough Centre, London, UK 2004 — 2004
Citrix Metaframe XP Presentation Server Course
if(we) February 2011 - Present
Pacific Western Bank July 2008 - November 2010
Wells Fargo April 2006 - July 2008
Skills
Customer Service, Employee Training, Legal Compliance, Social Media, Microsoft Office, Customer Satisfaction, Social Networking, Training, Leadership
Education
University of San Francisco 2001 — 2005
Bachelor of Arts (BA), Communication, General
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Pacific Western Bank May 2009 - Present
Because They Have No Words September 2006 - Present
Skills
Published Author, Oral & Written..., Speech Writing, Strategic Communications, Internal & External..., Proposal Writing, Creative Writing, Office Administration, Legal Assistance, Persuasive Presentations, Entertainment, Film, Publicity, Radio, Theatre
Education
British American Drama Academy 1992 — 1992
Post graduate studies, Theatre/Theater
Northwestern University 1988 — 1992
Bachelor of Science (B.S.), Theatre/Theater
Shawnee Mission South
Pacific Western Bank April 2014 - Present
CapitalSource July 2013 - April 2014
CapitalSource March 2012 - July 2013
Zicklin Center for Business Ethics Research May 2010 - September 2010
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Due Diligence, Economics, Mergers & Acquisitions, Data Analysis, Leadership, Investments, Portfolio Management, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Wells Fargo October 2013 - Present
U.S. Bank January 2013 - October 2013
Aliento, Inc. May 2005 - January 2013
Temecula Valley Bank March 2007 - June 2008
Community National Bank April 2001 - April 2005
Pacific Western Bank May 2004 - December 2004
Wells Fargo May 1987 - April 2001
Skills
Credit, Loans, Banking, Retail, Small Business Lending, Commercial Lending, Commercial Banking, Underwriting, Financial Analysis, Customer Relations, Lines Of Credit, Credit Analysis, Real Estate, Credit Risk, Customer Service, Microsoft Office, Budgeting, SBA 504, Cash Flow Lending, Finance, Mortgage Banking, Funding, SBA, Mortgage Lending, Leadership, Commercial Mortgages, Portfolio Management, Refinance, Cash Management, Consumer Lending, Real Estate Economics, Financial Structuring, Asset Based Lending, Commercial Real Estate, Investments, Real Estate Financing, Friendly Personality, Asset Management, Teamwork, Integrity, Budgets, Financial Risk, Team Leadership, Risk Management, Private Banking
Education
Escondido High School
Palomar College
First Citizens Bank August 2009 - Present
TEMECULA VALLEY BANK May 2005 - August 2009
Pacific Western Bank November 2001 - May 2005
Skills
NOTARY PUBLIC, Notary Public, Credit, Loans, Customer Service, Sales, New Business Development, Social Networking, Mortgage Lending, Customer Retention, Small Business Lending, Lines Of Credit, Financial Services, Small Business, Banking, Finance, Commercial Lending, Retail Banking, Commercial Banking, Relationship Management, Credit Analysis, Consumer Lending
Education
VISTA HIGH SCHOOL VISTA CA 1977 — 1979
SAN LUIS REY ACADEMY 1975 — 1976
FRESHMAN/SOPHOMORE
Palomar College
Santa Monica UCLA, Adult ICU, and NICU April 2011 - May 2011
Kaiser Permanente Downey Medical Center, Adult ICU, PICU February 2011 - April 2011
Ronald Reagan UCLA Medical Center, Adult ICU, PICU August 2010 - December 2010
Pacific Western Bank March 2006 - July 2007
Pacific Western Bank November 1995 - February 2006
Century Bank 1991 - 1995
Skills
Word, Excel, Budgeting, Microsoft Office, Outlook, Compliance, Documentation, Customer Service, Customer Relations, Financial Analysis, Research, PowerPoint, Problem Solving, Administration, Banking, Loans, Credit, Clinical, Healthcare, Commercial Banking, ACLS, Hospitals, Mergers, Microsoft Excel, Microsoft Word, Respiratory Therapy, Clinical Research, Software Documentation, Acute Care, Critical Care, BLS
Education
East Los Angeles College 2010 — 2011
RCBA, Respiratory Care Board Approved Accreditation
Santa Monica College 2009 — 2011
Associates, Respiratory Therapy
Alain Pinel Realtors March 2003 - Present
Silicon Valley Biz Ink March 2001 - March 2003
San Jose Business Journal January 1989 - November 2000
CBIZ 1999 - 2000
Pacific Western Bank 1983 - December 1988
Comerica Bank 1983 - 1988
Skills
Negotiation, Home Staging, Marketing, Real Estate, Sellers, First Time Home Buyers, Short Sales, Relocation, Single Family Homes, Investment Properties, Foreclosures, Condos, Referrals, Buyer Representation, Real Estate Transactions, Townhomes, Investors, Residential Homes, Selling, SFR, Move Up Buyers, Listings, New Homes, Real Estate License, New Home Sales, Relocation Buyers, Property Management, Buyers, Income Properties, 1031 Exchanges, Property, Real Property, Seller Representation, e-PRO, Seniors, Luxury, Vacation Homes, Waterfront, ABR, Resellers, Corporate Relocation, Real Estate Marketing, Custom Homes, Home, Homeowners, Sales, Strategic Planning, Business Strategy
Education
CDPE 2009 — 2009
Certificate
San Jose Leadership 1996 — 1997
Certificate
San Jose State University 1981 — 1983
West Valley College 1979 — 1981
AA
Gunderson HS 1976 — 1979
AmTrust BankM September 2012 - Present
U.S. Bank February 2010 - November 2011
TCF Bank November 2008 - February 2010
San Diego National Bank July 2007 - November 2008
Pacific Western Bank August 1999 - June 2007
Skills
Operations Management, Loans, Branch Banking, Training, Recruiting, Consumer Lending, Management, Customer Service, Payroll, Bilingual in Spanish, Team Building, New Business Development, Sales Management, Retail Banking, Customer Retention, Time Management, Fraud Detection, Auditing, Risk Management, Portfolio Management, Small Business Lending, Banking, Sales, Internal Audit
Education
Orange Coast College 1993 — 1995
Business Administration and Management, General
United Mortgage and Teller School
Greyhawk Consulting Group March 2003 - December 2011
Pacific Western Bank 2001 - 2003
First Professional Bank 1999 - 2001
Sun America Marketing 1998 - 1999
Fidelity and Guaranty Life Insurance Company 1993 - 1997
Investor Life Services 1986 - 1993
Skills
Banking, Management Consulting, Strategic Planning, Insurance, Negotiation, Mergers, Financial Analysis
Education
The University of Kansas 1959 — 1963
B.S. and M.S., Business Administration
First Choice Bank in California January 2013 - Present
First Choice Bank in California January 2013 - Present
CDC Small Business Finance Corp 1982 - July 2012
Security Business Bank April 2011 - December 2011
Pacific Alliance Bank April 2009 - April 2011
NAGGL 1983 - 2010
Pacific Western Bank November 2006 - October 2008
Community National Bank June 1991 - October 2008
Bank of Commerce January 1978 - April 1991
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Commercial Banking, SBA, Loans, Banking, Finance, Real Estate, Lines Of Credit, Loan Origination, Underwriting, Real Estate Financing, Asset Based Lending, Credit, Credit Analysis, Credit Risk, Business Development, Mortgage Lending, Commercial Real Estate, Refinance, Mortgage Banking, Real Estate Economics, SBA 504, Small Business, Financial Structuring, Cash Flow Lending, Financial Analysis, Risk Management, Funding, Relationship Management, Financial Services, Asset Management, Structured Finance, Commercial Finance, Real Estate Lending, Portfolio Management, Due Diligence, Construction Loans, Treasury Management, Consumer Lending, Loan Servicing, Residential Mortgages, Investments, Deposits, Branch Banking, Retail Banking, Private Banking, Cross Selling, Cash Management
Education
San Diego State University-California State University 1971 — 1973
BS, Political Science
Citizens Business Bank September 2013 - Present
Pacific Mercantile Bank November 2011 - September 2013
Budget & Finance Commission - City of Solana Beach 2007 - September 2013
Torrey Pines Bank 2008 - December 2011
Pacific Western Bank May 2005 - December 2006
Bank of the West 2002 - May 2005
Comerica Technlogy & Life Sciences 1999 - 2002
Skills
Banking, Executive Management, Finance, Management, Strategy, Leadership, Loans, Commercial Lending, Strategic Planning, Mergers & Acquisitions, Commercial Banking
Education
San Diego State University
BS, Finance / Computer Science
Pacific Western Bank June 2013 - Present
Good Faith Advocates January 2013 - August 2013
The Puck 2011 - 2013
Discover Financial Services January 2006 - September 2011
Zions Bank 2004 - 2006
Skills
Loans, Credit, Banking, Finance, Financial Risk, Analysis, Accounts Payable, Sales, Networking, Financial Analysis, Mortgage Lending, Portfolio Management, Credit Analysis, Cold Calling, Relationship Management, Underwriting, Write-ups, EBITDA, Swaps, Spreads, Capital Equipment, Capital Projects, Cash Management, Skip Tracing, Credit Risk, Fraud Detection, Loan Origination, Consumer Lending, Mortgage Banking, Commercial Lending, Lines Of Credit, Small Business Lending
Education
Salt Lake Community College 2004 — 2006
Business
Taylorsville High School 2002 — 2004
Silvergate Bank March 2014 - Present
Opus Bank March 2011 - March 2014
Pacific Western Bank April 2010 - April 2011
US Bank/San Diego National Bank January 2003 - February 2010
Association for Corporate Growth 2004 - 2006
Association for Corporate Growth 2004 - 2006
COMERICA BANK/IMPERIAL BANK January 1998 - January 2003
Wells Fargo Bank January 1989 - January 1997
WESTERN HORIZONS REAL ESTATE COMPANY January 1987 - January 1989
MILLENNIUM III REAL ESTATE COMPANY January 1982 - January 1986
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Underwriting, Financial Analysis, Credit Analysis, Portfolio Management, Mergers, Cash Management, Finance, New Business Development, Mergers & Acquisitions, Analysis, Business Strategy, Asset Management, Credit Risk, Financial Structuring, SBA, Loan Origination, Real Estate, Consumer Lending, Financial Services, Treasury Management, Mortgage Banking, Investments, Retail Banking, Strategic Planning, Asset Based Lending, Management, Commercial Real Estate, Strategy, Construction Loans, Executive Management, Strategic Financial..., Small Business, Cross Selling, Private Banking, Refinance, Relationship Management, Risk Management, Branch Banking, Due Diligence, Real Estate Economics, Real Estate Financing
Education
University of Southern California 1987 — 1989
Master of Business Administration, Corporate Finance
CALIFORNIA STATE UNIVERSITY 1977 — 1981
Bachelor of Arts, Real Estate Finance
Seacoast Commerce Bank April 2011 - Present
Pacific Western Bank 2005 - 2010
Merrill Lynch 2002 - 2005
Education
National University 1979 — 1980
Bachelors, Business Administration
Opus Bank October 2014 - Present
Pacific Western Bank April 2011 - July 2014
Comerica Bank November 2004 - March 2011
City National Bank 1979 - 2004
Bank of America 1975 - 1979
Skills
Commercial Banking, Asset Based Lending, Middle Market, Banking Relationships, Commercial Lending, Acquisition Integration, Business Development, Banking, Cash Flow Lending, Underwriting, Mergers & Acquisitions, Investment Banking, Small Business Lending, Loans, Valuation, Credit Analysis, Lines Of Credit, Financial Structuring, Credit, Treasury Management, Portfolio Management, Cash Management, Due Diligence, Private Equity, Financial Modeling, Commercial Mortgages, Capital Markets, Investments, Loan Origination, Corporate Finance, Leveraged Finance, Credit Risk, Structured Finance, SBA, Private Banking, Mortgage Lending, Finance
Education
University of Southern California 1980 — 1984
Bachelors, Finance
University of Southern California - Marshall School of Business
Finance, General
Pacific Western Bank AgentNew York Life Insurance CompanyAugust 2010 - January 2011
First Republic Bank June 2007 - October 2009
Wells Fargo Bank June 2004 - June 2007
Wells Fargo Home Mortgage May 2003 - June 2004
First Republic Bank January 1999 - January 2003
Wells Fargo/First Interstate Bank, Peninsula and January 1974 - January 2003
Education
University of California, Los Angeles 1979 — 1981
Certification, Bank Management
Pacific Western Bank March 2014 - Present
CoreLogic October 2009 - October 2013
Experian Consumer Direct July 2008 - March 2009
IndyMac Bank April 2006 - April 2008
Washington Mutual December 2005 - March 2006
PacifiCare May 2005 - September 2005
American Datamed July 1999 - May 2005
Cap Gemini January 1999 - July 1999
Skills
Program Management, SDLC, PMP, Cross-functional Team..., Process Improvement, Project Management, Leadership, Vendor Management, IT Management, Quality Assurance, Business Intelligence, Testing, PMO, Business Analysis, Strategy, CRM, Risk Management, Resource Management, IT Strategy, Team Building, Data Warehousing, Scrum, Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
MBA, Finance and Information Technology
University of Mysore 1988 — 1992
B.E., Computer Science
Pacific Western Bank April 2015 - Present
Discover Financial Services March 2013 - April 2015
Maximum Fitness Gym May 2008 - July 2012
Gold's Gym May 2005 - May 2008
Best Buy May 2003 - April 2005
Skills
Sales, Coaching, Customer Service, Management, Training, Leadership, Sales Management, Business Analysis, Entrepreneurship, Personal Training, Time Management, Project Planning, Marketing, Financial Analysis, Direct Marketing, Business Strategy, Microsoft Excel, Market Analysis, Stock Management, CEOs, CFOs, Business Management, Computer Literate, Microsoft Access, Administrative Assistant, National Level Personal..., Dietitian, Nutritionist, NPC Bodybuilder, Exercise Instruction, Exercise Physiology, Exercise Equipment, Finance, Customer Retention, Small Business, Marketing Strategy, Market Research, Account Management, Analysis, Fundraising, Loans, Business, Budgets, New Business Development, Contract Negotiation, Social Networking, Cold Calling, Team Building, Bodybuilding, Financial Services
Education
Western Governors University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Utah 2011 — 2013
Bachelors, Business Management and Minor in Sports Science
Salt Lake Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Marketing, 3.8
Salt Lake Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General, 3.5
The National Council on Strength and Fitness 2008 — 2010
Diploma, Kinesiology, Physiology, Human Fitness and Wellness.
Expert Rating 2007 — 2008
Sports Nutrition Certificate, Nutritionist Dietologist
Expert Rating 2007 — 2008
Personal Trainer Certificate, Expert Personal Trainer
Salt Lake Community College 2005 — 2007
Associates Degree, Sports Science
CBRE September 2012 - Present
Pacific Western Bank 2011 - 2011
Leahy, Blumenfeld & Associates 2004 - 2011
MTB Gear, Inc. - The Bicycle Warehouse 1996 - 2004
Skills
Commercial Real Estate, Real Estate, Property, Shopping Centers, Sales, Leases, Appraisals, Investment Properties, Real Estate Transactions, Management
Education
San Diego State University-California State University 1993 — 1997
B.S., Criminal Justice Administration and I/O Psychology
Retired May 2015 - Present
Sunwest Bank September 2012 - May 2015
California Coast Credit Union March 2012 - September 2012
Self-employed November 2010 - December 2011
Dittrich and Associates July 2010 - November 2010
Quantum G&A Joint Venture 2009 - 2010
Pacific Western Bank 2003 - 2007
US Bank 2002 - 2003
First International Bank 1990 - 1998
Skills
Commercial Lending, Loans, Portfolio Management, Banking, Credit Analysis, Credit, Mortgage Lending, Financial Analysis, Commercial Banking, Risk Management
Education
RMA Classes 2007 — 2008
Banking
Bankers Compliance 1990 — 1999
San Diego Mesa College
Business, Real Estate Finance
Pacific Western Bank February 2010 - Present
Wells Fargo February 2001 - February 2010
Pizza Hut August 1999 - February 2002
Skills
Cross Selling, Credit, Cash Management, Consumer Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Commercial Lending, Small Business Lending, Credit Risk, Risk Management, Loan Origination, Relationship Management, Mortgage Banking, Portfolio Management, Microsoft Word, Refinance, Financial Services, Banking, Lines Of Credit, Customer Service, Commercial Banking, Loans, Finance, Payments, Customer Satisfaction, Accounting, Cash Flow, Training, Investments, Retail Banking, Customer Retention, Strategy, Teamwork, Accounts Receivable, Microsoft Office, Auditing, Time Management, Branch Banking, Funding, Data Entry, Financial Risk, Underwriting, Private Banking, Outlook, Leadership, Credit Cards, Sales, Deposits, Treasury Management
Education
The Center for Technology in Essex VT, for Culinary Arts 1999 — 2000
Culinary Arts/Chef Training, Culinary Arts/Chef Training, 12th
Floyd County High School
High School Diploma, Honors/Regents High School/Secondary Diploma Program
University of Phoenix
Banking and Financial Support Services
Real Time Resolutions, Inc. November 2014 - July 2015
Pacific Western Bank August 2014 - October 2014
Campus Living, University at Buffalo August 2013 - May 2014
Bangladesh Student Association, University at Buffalo August 2012 - May 2014
Campus Living University at Buffalo August 2011 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Teamwork, Time Management, Customer Service, Public Speaking, Accounting, Facebook, Outlook, Student Development, Event Planning, Leadership, Social Media, Research
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Science (MS), Financial Analysis & Investment Management
State University of New York at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments August 2013 - Present
Miss Erin Terese October 2012 - Present
Pacific Western Bank July 2009 - August 2013
Bank of America June 2005 - July 2009
San Diego State University August 2004 - May 2005
Education
San Diego State University-California State University 2001 — 2005
Economics
Pacific Western Bank August 2013 - January 2014
U.S. Bank October 2012 - August 2013
Catholic Charities Diocese of San Diego 2009 - January 2013
Skills
Event Planning, Administrative..., Nonprofits, Community Outreach, Microsoft Office, Fundraising, Outlook, Data Entry, PowerPoint, Microsoft Excel, Office Management, Microsoft Word, Research, Volunteer Management, Customer Service, Public Speaking, Office Administration, Grant Writing, Event Management, Program Development
Education
San Diego State University-California State University 2006 — 2009
Bachelor's Degree, Communication, General
Kickback Rewards Systems June 2014 - Present
Kareo April 2013 - September 2014
Kareo July 2012 - April 2013
Independence Bank June 2011 - July 2012
Pacific Western Bank August 2006 - June 2011
Skills
Customer Service, Technical Support, Microsoft Office, Salesforce.com, Banking, Troubleshooting, Management, Networking, Software Documentation, Microsoft Excel, CompTIA A+, Outlook, Data Entry, CompTIA Security +, MCTS, Desktop Computers, Auditing, Microsoft Exchange, Credit, Payments, SQL Server Management..., Microsoft Certified..., CompTIA
Education
Stanbridge College 2012 — 2014
Bachelor of Science in Information Technology
Stanbridge College 2009 — 2011
A.A. Degree, Information Technology
Pacific Western Bank April 2014 - Present
Uber January 2014 - April 2014
Angel Ventures Mexico January 2013 - June 2013
Collegiate Entrepreneurs December 2011 - May 2012
Neon Vision Entertainment June 2011 - April 2012
Vector Marketing July 2010 - December 2010
Skills
Microsoft Excel, Fluent in English and..., Management Consulting, Sales, PowerPoint, Public Speaking, Financial Analysis, Microsoft Office, Customer Service, Spanish, Social Media, Microsoft Word, Finance, Leadership, Event Planning, Social Networking
Education
University of San Diego 2010 — 2014
Finance, Economics
University of San Diego 2010 — 2014
Bachelor of Business Administration, Finance
Pacific Western Bank May 2012 - Present
Security Business Bank August 2010 - April 2012
Bank of Escondido March 2003 - August 2010
Temecula Valley Bank June 1999 - February 2003
Scripps Bank 1995 - 1999
Rancho Santa Fe National Bank 1989 - 1995
Skills
Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Underwriting, Commercial Mortgages, Portfolio Management, SBA, Risk Management, Mortgage Lending, Cash Management, Financial Analysis, Real Estate Lending, Real Estate, Credit Risk, C&I Lending, Consumer Lending, Finance, Investments, Management, Asset Management, Construction Loans, Interest Rate Risk..., Real Estate Financing, Treasury Management, Retail Banking, Strategic Financial..., SBA 504, Leadership, Private Banking, Asset Based Lending, Financial Structuring, Mortgage Banking, Real Estate Economics, Small Business, Relationship Management, Branch Management, Mergers & Acquisitions, Refinance, Loan Origination, Branch Banking, Financial Risk, Funding, Residential Mortgages, Deposits, Financial Institutions
Education
Pacific Coast Banking School at Unversity of Washington 2003 — 2006
Degree, Banking
Palomar College 1989 — 1991
Associate of Arts (A.A.)
Orange Glen High School 1984 — 1988
Novartis September 2014 - Present
Pacific Western Bank March 2013 - September 2014
Broadcom Corporation August 2006 - July 2010
JPMorgan Chase & Co. May 2003 - August 2006
Education
Peking University
Bachelor of Arts (B.A.)
University of California, Irvine
Master of Arts (M.A.)
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)
First Citizens Bank November 2010 - Present
Pacific Western Bank 1994 - 2010
Skills
Small Business Lending, Commercial Credit, Commercial Banking, Underwriting, Commercial Mortgages, Loans, Credit, Commercial Lending, Loan Origination, Banking, Lines Of Credit, Sales, Customer Service, Mortgage Lending, Credit Analysis, Loan Servicing
Education
Riverside City College
Associate of Arts (A.A.), Sociology and Anthropology
San Diego State University-California State University
Bachelor of Science (B.S.), Sociology
Affymetrix September 2015 - Present
Affymetrix November 2013 - September 2015
Bainbridge November 2012 - April 2013
Bainbridge October 2011 - November 2012
R&V Management November 2010 - October 2011
Bridgepoint Education January 2010 - June 2010
Krilix September 2009 - November 2009
AllState Promotions October 2006 - October 2008
ServiceMaster February 2007 - September 2008
Pacific Western Bank September 2004 - January 2007
Skills
Marketing, Market Research, Sales, Salesforce.com, Marketing Strategy, Management, Event Planning, Leadership, Lead Generation, Customer Service, New Business Development, Strategy, Microsoft Excel, PowerPoint, Advertising, Public Relations, Event Management, Strategic Planning, Sales Operations, Conference Coordination, Business Process..., Oracle, JDE Enterprise One, Cognos
Education
San Diego State University-California State University 2006 — 2009
Bachelors of Science, Marketing
Pacific Western Bank 2013 - Present
T-Mobile August 2006 - October 2013
Skills
Sales, Business Process, Mobile Devices, Windows 7, Analysis, Software Installation, Active Directory
Education
University of Maryland Baltimore County
Bachelor of Arts Degree, Business Technology Administration; Pre MBA studies
Private Asset Management, Inc. January 2013 - Present
Corsair Associates June 1991 - Present
Cal State San Marcos January 2010 - October 2012
1st Pacific Bank July 2007 - October 2009
Pacific Western Bank July 2004 - July 2007
Business Backers Management Corp. July 1998 - January 2002
Wells Fargo January 1993 - April 1995
RSM McGladrey 1992 - 1993
Bank of California February 1989 - April 1991
Wells Fargo Bank January 1981 - January 1989
Skills
Banking, Fundraising, Loans, Team Building, Strategic Planning, Financial Analysis, New Business Development
Education
National University 1980 — 1981
MBA, Finance, General
Texas A&M University-Kingsville 1974 — 1976
BBA, Finance
Pacific Western Bank April 2014 - Present
CapitalSource March 2010 - April 2014
CapitalSource Bank July 2008 - March 2010
Fremont Investment and Loan March 2005 - July 2008
Skills
Accounting
Education
University of Southern California 1991 — 1995
First California Bank November 2006 - Present
Pacific Western Bank 2007 - 2014
Pacific Western Bank 2007 - 2014
Skills
Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loans, Credit Risk, Risk Management, Banking, Portfolio Management
Education
University of Southern California 1974 — 1978
Immaculate Heart Radio September 2015 - Present
Aflac Broker Channel July 2013 - September 2015
Aflac July 2013 - July 2014
Pacific Western Bank June 2012 - March 2013
Union Bank 2000 - June 2012
Skills
Commercial Lending, Risk Management, Commercial Banking, Treasury Management, Portfolio Management, Credit, Banking, Cash Management, Relationship Management, Cross Selling, Business Development, Small Business Lending, Asset Based Lending, Lines Of Credit, SBA, Payments, Real Estate Financing, ACH, Loans, Loan Origination, Credit Risk, Commercial Mortgages, Asset Management, Series 7, Insurance, Trade Finance, Small Business, Financial Advisory, Strategic Financial..., Treasury Services, Securities, Business Relationship..., FX Options, Treasury, Operational Risk, Employee Benefits, Manufacturing, Finance, Mergers, Non-profits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Sealing Technologies, Inc. March 2015 - Present
Pacific Western Bank April 2014 - March 2015
CapitalSource March 2012 - March 2015
CapitalSource January 2010 - March 2012
CapitalSource August 2009 - December 2009
SRA International February 2008 - December 2009
CapitalSource February 2008 - August 2009
SRA International, Inc. 2007 - February 2008
Constella Group April 2005 - 2007
Hughes Network Systems November 2000 - April 2005
Skills
Active Directory, System Administration, Networking, Microsoft Exchange, Technical Support, Help Desk Support, SCCM, Avaya, Scripting, Citrix, Powershell, Windows Server, Disaster Recovery, PGP, VMware, Laptops, Netscaler, XenMobile
Education
University of Maryland University College 2006 — 2008
MS, Information Technology Telecommunications Management
University of Maryland College Park 1996 — 2001
BS, Computer Science
US Bank August 2013 - Present
FDIC May 2010 - January 2012
Preferred Bank February 2008 - May 2010
Pacific Western Bank September 2005 - May 2008
Citizens Business Bank 2000 - 2005
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Mortgages, Commercial Lending, Mortgage Lending, Banking, Credit, Lines Of Credit, Commercial Banking, Credit Risk, Risk Management, SBA, Construction Loans, Branch Banking, Asset Based Lending, Small Business Lending, Mortgage Banking, Underwriting, Financial Risk, Retail Banking, Consumer Lending, Loan Origination, Financial Analysis, Treasury Management, Cash Management
Education
Pacific Coast Banking School 1994 — 1996
San Diego State University-California State University
B.S., Finance
Pacific Western Bank March 2015 - Present
Pacific Western Bank January 2009 - Present
Alliance Bank NA September 2006 - December 2008
Silicon Valley Bank 2000 - 2006
Pacific Dimensions, Inc. 1996 - 2000
First Interstate Bank 1986 - 1996
Skills
Small Business Lending, Banking, Commercial Banking, Commercial Lending, Credit, Marketing, Loans
Education
Pacific Coast Banking School 1993 — 1995
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Political Science with Business Emphasis
University of California, Santa Barbara 1981 — 1983
Pacific Western Bank PresidentNorcal Partners, Inc.March 2009 - Present
Education
University of San Diego 1994 — 1998
Pacific Western Bank August 2013 - Present
Pacific Western Bank 2003 - August 2013
Skills
Microsoft Office, Office Administration, Leadership, Customer Service, Management, Marketing Communications, Loans, Credit Analysis, Administrative..., Credit, Social Media, Team Building, Banking, Marketing, Commercial Banking, Small Business Lending, Strategic Planning, Underwriting, Human Resources, Research, Commercial Lending, Budgets, Editing, Event Planning, Microsoft Excel, Nonprofits, Public Speaking, Recruiting, Sales, Outlook, PowerPoint, Event Management, Project Management
Education
University of Kansas
BA, English
UCLA 2005 — 2006
Paralegal Program
PacWest Bancorp September 2003 - Present
Pacific Western Bank 2003 - Present
KPMG Audit October 1969 - August 2003
Skills
Banking, Mergers & Acquisitions, Due Diligence, Accounting, Treasury, Financial Reporting, Auditing, Risk Management
Education
St. Francis College 1965 — 1969
Bachelor of Business Administration (B.B.A.), Accounting
Archbiship Molloy High School 1962 — 1965
Bank Of The Internet January 2015 - Present
Broadway Theater Arts Academy January 2008 - Present
Caliber Home Loans October 2011 - November 2013
Pacific Western Bank April 2010 - October 2011
Chase Home Finance 2001 - 2007
JPMorgan Chase 1985 - 2007
Advanta October 1985 - March 2001
Skills
Account Reconciliation, Accounting, Auditing, Banking, Cash Management, Change Management, Credit Analysis, Credit, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Loan Origination, Loans, Mergers, Mortgage Lending, Nonprofits, Mortgage Banking
Education
University of Missouri - Columbia 1976 — 1980
BSBA, Accounting
University of Missouri-Columbia 1976 — 1980
BS, Accounting
Pacific Western Bank May 2012 - Present
Pacific Western Bank February 1996 - October 2010
Skills
Commercial Banking, Banking, Customer Service
Education
San Diego Mesa College
Pacific Mercantile Bank August 2014 - Present
Vibra Bank July 2007 - February 2014
Pacific Western Bank April 2005 - July 2007
Rancho Bernardo Community Bank June 2000 - April 2005
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Commercial Mortgages, Financial Analysis, Loans, SBA, Credit, Construction Loans, Financial Institutions, Underwriting, Portfolio Management, Executive Management, Mortgage Lending, Financial Risk, Investments, Wealth Management, Loan Origination, Lines Of Credit, Credit Risk, Structured Finance, Funding, Real Estate Financing, Financial Structuring, Commercial Finance, Branch Banking, Asset Management, Investment Banking, Due Diligence, Bank Secrecy Act, Risk Management, Mortgage Banking, Capital Markets, Real Estate Economics, Private Banking, Cash Management, Finance, Management, Strategic Leadership, Leadership, Corporate Communications
Education
San Diego State University-California State University 1988 — 1992
MBA, Finance
Pacific Coast Banking School 2001 — 2003
Certificate, Banking
Pacific Western Bank August 2014 - Present
CapitalSource June 2012 - August 2014
KPMG LLP December 2010 - April 2012
CareMore Health Plan November 2009 - December 2010
KPMG LLP January 2007 - November 2009
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, GAAP, Financial Analysis, SEC filings, Consolidation, Financial Accounting, IFRS, XBRL, Webfilings, XBRL tagging, Peer Reviews, SEC Filings, External Audit, Internal Audit, CPA, Auditing
Education
University of California, Irvine 2001 — 2006
BA, Psychology & Social Behavior; Criminology, Law & Society; Accounting
Seacoast Commerce Bank March 2013 - Present
Neighborhood National Bank November 2011 - March 2013
Security Business Bank of San Diego July 2010 - November 2011
Pacific Western bank April 2006 - June 2010
Pacific Mercantile Bank August 2005 - April 2006
California Bank & Trust April 2004 - August 2005
Wells Fargo Bank April 1994 - April 2004
Frist Western Bank 1985 - 1992
Skills
Small Business Lending, Credit, Loans, Commercial Lending, Banking, Commercial Banking, Customer Relations, Customer Service, Portfolio Management, Sales Management, Asset Based Lending, Real Estate, Retail Banking, Commercial Mortgages, Financial Analysis, Private Banking, Mortgage Lending, SBA, Cash Management, Credit Analysis, Underwriting, Lines Of Credit, Loan Origination, Small Business, Consumer Lending, Business Development, Credit Risk, Cross Selling, Branch Banking, Construction Loans, Real Estate Financing, Leadership, Risk Management, Finance, Mortgage Banking, Relationship Management, Financial Structuring, Refinance, Cash Flow Lending, SBA 504, Treasury Management, Branch Management, Real Estate Economics, Funding, Commercial Finance, Financial Institutions, Loan Servicing, Financial Services, Factoring, Residential Mortgages
Education
National University 1980 — 1984
San Diego High School 1978 — 1980
Office of the Comptroller of the Currency July 2015 - Present
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - Present
CapitalSource April 2007 - July 2008
Freddie Mac November 2004 - April 2007
Freddie Mac November 2003 - November 2004
Freddie Mac July 2001 - September 2002
Simplexity June 2000 - June 2001
Time Life, Inc. August 1998 - May 2000
Bond Beebe August 1994 - August 1997
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Internal Controls, Finance, Auditing, SEC filings, Corporate Finance, Risk Management, Internal Audit, Valuation, Banking, GAAP, CPA
Education
University of San Diego 1997 — 1998
MBA, Finance and Project Management
The College of William and Mary 1989 — 1993
BS, Accounting
First Choice Bank in California July 2014 - Present
First Choice Bank in California July 2014 - Present
Regents Bank January 2014 - July 2014
Partners Bank of California December 2011 - January 2014
Security Business Bank 2008 - October 2011
Pacific Western Bank 2007 - 2008
TMC Development 2006 - 2007
US Bank September 2001 - July 2006
Skills
Small Business Lending, Credit, Asset, Real Estate Financing, Loans, Lines Of Credit, Commercial Lending, Credit Analysis, Underwriting, Commercial Mortgages, Commercial Banking, Finance, Commercial Real Estate, Banking
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of California, Santa Barbara 1995 — 1999
Political Science and Government
The George Washington University Law School August 2012 - Present
Pacific Western Bank December 2007 - Present
Culpeper Animal Hospital 2004 - 2008
Skills
Microsoft Office, Microsoft Excel, Real Estate, Notary Public, Microsoft Word, Fundraising, Pro Bono, Entity Formations, Mediation, Visio, Family Law, Office Administration, PowerPoint, Legal Research, Legal Writing, Citrix
Education
The George Washington University Law School 2012 — 2016
JD Candidate, Family Law/Trusts and Estates/Immigration, 3L Evening Division
Wilson College 2000 — 2004
Bachelor's of Science, Equine Science, Minor in Art
Quince Orchard High School 1994 — 1998
First Foundation Bank June 2009 - Present
First Heritage Bank April 2007 - September 2010
Pacific Western Bank August 2006 - April 2007
Commercial Capital Bank June 2003 - August 2006
William Morris Agency 1991 - 1998
Skills
Commercial Real Estate, Credit Analysis, Credit, Loans, Underwriting, Industrial Engineering, Commercial Lending, Business, Asset Based Lending, Banking
Education
Orange Coast College
Real Estate
Pacific Western Bank June 2015 - Present
KPMG October 2014 - May 2015
MUFG Americas July 2009 - September 2014
Bank of America June 2006 - April 2009
IndyMac Bank May 2003 - May 2006
Skills
Credit Risk, Market Risk, Operational Risk, Basel II, Stress Testing, Economic Capital, Risk Management, LGD, Credit, Financial Risk, RAROC, Quantitative Finance, Capital Adequacy, VAR, Operational Risk..., Banking, Financial Modeling, Risk Analysis, Analytics, Portfolio Management, Fixed Income, Capital Markets, Enterprise Risk...
Education
University of California, Los Angeles 1998 — 2003
PhD, 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
Pacific Western Bank November 2008 - December 2011
Security Pacific Bank November 2007 - November 2008
Security Pacific Bank April 2004 - November 2007
First Credit Bank December 1996 - April 2004
Bank Julius Baer of Switzerland January 1995 - January 1996
National Asset Resources Incorporated January 1988 - January 1993
Shearson Lehman, American Express Mortgage Corporation January 1985 - January 1986
Skills
Financial Analysis, Portfolio Management, Risk Management, Loans, Banking, Business Development, Management, Strategic Planning, New Business Development, Negotiation, CRM, Credit, Financial Services, Mergers, Sales, Training
Education
UCLA
mathematics and economics
UCLA
BA, ECONOMICS
Pacific Western Bank May 2014 - Present
Pacific Western Bank July 2008 - May 2014
Pacific Western Bank September 1997 - July 2008
Pacific Western Bank March 1993 - September 1997
Pacific Western Bank March 1991 - March 1992
Pacific Western Bank March 1989 - March 1991
Skills
Banking, Commercial Banking, Finance, Mergers, Cash Management, Accounting
Education
Santa Monica College 1990 — 1997
Associate of Arts (AA)
JP Morgan Chase March 2013 - Present
USA Water Polo 1982 - 2013
Pacific Western Bank December 2007 - December 2012
Temecula Valley Bank March 2003 - December 2007
Wells Fargo Bank May 1986 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Lending, Underwriting, Loans, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Banking, Lines Of Credit, Loan Origination, SBA, Relationship Management, Portfolio Management, Finance
Education
San Diego State University-California State University 1983 — 1985
BA, Mathematics
University of California, San Diego 1981 — 1983
BA, Mathematics
San Diego Mesa College 1980 — 1981
AA Mathematics, Mathematics and Computer Science
San Diego Private Bank April 2015 - Present
Torrey Pines Bank September 2013 - April 2015
Pacific Western Bank October 2006 - September 2013
Wells Fargo March 2002 - October 2006
Skills
Microsoft Office, International Trade, Account Management, Risk Management, Negotiation, Sales Management, Business Development, Marketing, Banking, Credit, Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
Point Loma Nazarene University
Bachelor of Business Administration (BBA), International Business
University of Phoenix-San Diego Campus
Master of Business Administration (M.B.A.), International Business
Pacific Western Bank May 2006 - Present
City National Bank 2002 - 2006
Four Seasons Hotels and Resorts 2000 - 2002
Irvine Company 1992 - 2000
DKM Building Enterprises 1990 - 1992
Meiji Mutual Life 1987 - 1990
Skills
Real Estate, Loans, Commercial Real Estate, Financial Analysis, Customer Relations, Commercial Lending, Asset Management, Commercial Banking, Banking, Corporate Finance, Finance, Credit Analysis, Underwriting, Real Estate Economics, Small Business Lending, Portfolio Management, Risk Assessment, Collaborative Problem..., Due Diligence
Education
Stetson University 1984 — 1987
BBA, Finance
Pacific Western Bank October 2011 - Present
City National Bank June 2006 - August 2011
Cal National Bank 2005 - 2006
Fremont Investment & Loan October 1996 - August 2004
Skills
Real Estate, Financial Structuring, Negotiation, Business Development, Commercial Real Estate, Real Estate Financing, Structured Finance
Education
The University of Kansas
B.S., Journalism / Advertising
Chilina Law Firm, a Professional Corporation May 2014 - Present
Heritage Oaks Bank July 2013 - April 2014
Law Office of Gregory J. Chilina 2012 - April 2014
Pacific Western Bank 2012 - July 2013
American Perspective Bank March 2011 - April 2012
Heritage Oaks Bank January 2006 - February 2011
Skills
Banking, Real Estate, Financial Analysis, Estate Planning, Insurance, Business Law, Bankruptcy, Business Formation, Personal Bankruptcy, Corporate Law, Chapter 13 Bankruptcy, Business Litigation, Commercial Real Estate, Real Estate Transactions, Legal Research, Legal Writing, Litigation, Trusts, Commercial Litigation, Mergers
Education
Kaplan University Concord Law School 2006 — 2010
JD, Law
University of Oregon 1991 — 1995
B.S., Economics
Thomas Construction / Thomas Property Holdings November 2011 - Present
Universal Music Group / Got your name) 1990 - Present
Bank of America August 2010 - November 2011
Pacific Western Bank August 2009 - February 2010
Affinity Bank October 2005 - August 2009
Hawthorne Savings February 1994 - June 2005
Great Western Bank June 1992 - February 1994
Sony Pictures Entertainment February 1989 - June 1992
Breamar Homes, Urban West Communities, California Communities 1984 - 1989
Skills
Real Estate, Portfolio Management, Construction, Loans, Banking, Credit, Budgets, Underwriting, Due Diligence, Investment Properties, Commercial Lending, Contract Negotiation, Mortgage Lending, Investments, Real Estate Development, Management, Commercial Real Estate, Residential Homes, Sales, Real Estate Financing, Analysis, Risk Management, Property Management, Foreclosures, Investors, Real Estate Economics, Negotiation, Real Estate Transactions, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Real Estate, Business Managment
Pacific Western Bank November 2009 - April 2014
Burnham Pacific Properties Inc October 1996 - June 2001
Bank of America May 1992 - January 1994
Security Pacific National Bank November 1990 - April 1992
Union Bank September 1988 - November 1990
Education
University of Southern California 1964 — 1968
Opus Bank September 2012 - Present
Pacific Western Bank September 2005 - September 2012
Skills
Banking, Microsoft Office, Team Leadership, Budgets, Accounting, Customer Service, Microsoft Excel, Process Improvement, Sarbanes-Oxley Act, Coaching, English, Photoshop, Teaching, Social Media, Retail Banking
Education
Santa Barbara City College 2000 — 2001
BBVA November 2014 - Present
SunTrust Robinson Humphrey November 2013 - September 2014
SunTrust Robinson Humphrey June 2006 - October 2013
Pacific Western Bank 1998 - May 2006
Banamex July 1997 - 1998
Skills
Capital Markets, Derivatives, FX Options, Corporate Finance, Financial Markets, Foreign Exchange, Risk Management, Trading, Foreign Exchange Risk..., Interest Rate Swaps, Economics, Financial Risk..., Series 7, Series 63, FX trading, Cash Management, Currency, Interest Rate..., Swaps, Hedging
Education
Texas Christian University 1993 — 1997
BA, International Politics/Spanish/Economics
St. Stephen's Episcopal School 1991 — 1993
Pacific Western Bank
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans
Education
San Diego State University-California State University
bs, finance
Pacific Western Bank January 2014 - Present
California Bank & Trust January 2000 - April 2010
Eldorado Bank 1998 - 2000
Comerica Bank of California 1996 - 1998
Union Federal Savings Bank January 1990 - July 1995
Skills
Loans, Mortgage Lending, Banking, AML, Commercial Lending, Community Reinvestment..., Financial Regulation, Credit, HMDA, Bilingual-English/Spanis..., Commercial Banking, OTS, Community Development, Community Service, Community Outreach, Fair Housing Law, OFAC, Loan Origination, Credit Analysis, Regulations, Consumer Lending, Bank Secrecy Act, SBA
Education
Orange Coast College
Associate of Arts
Charles Schwab July 2012 - Present
Apple October 2011 - July 2012
Pacific Western Bank May 2010 - November 2010
Wells Fargo July 2006 - February 2010
Citibank, Retail December 2003 - July 2006
El Barco September 2002 - September 2003
Sherwood Futures November 2001 - May 2002
Skills
Series 7, Series 66, Options, Investments, Derivatives, Finance, Credit, Series 63, Banking, Corporate Finance, Relationship Management
Education
University of California, Davis
B.S; B.A, Economics; Spanish
Pacific Western Bank July 2014 - Present
Capital Source Bank January 2014 - June 2014
Cathay Bank June 2013 - December 2013
Carrington Mortgage Holdings, LLC June 2012 - June 2013
State Street Corp November 2011 - June 2012
Applied Computer Solutions February 2011 - October 2011
WebVisible June 2010 - January 2011
Verizon Business April 2000 - April 2010
Education
University of California, Los Angeles 1979 — 1983
BS, Chemistry
Century 21 Merit Vice President/ManagerPreferred BankOctober 2010 - Present
Pacific Western Bank June 1991 - March 2005
Skills
Commercial Mortgages, Strategic Planning, Commercial Lending, Loans, Customer Service, Credit, Real Estate, Microsoft Office
Education
University of Colorado Boulder 1985 — 1988
Marketing
Self-Employed March 2015 - Present
Sempra International December 2013 - February 2015
Sempra Energy October 2012 - November 2013
Sempra International July 2011 - September 2012
Sempra Pipelines and Storage February 2007 - June 2011
Sempra Global March 2005 - January 2007
Pacific Western Bank March 2005 - March 2006
Sempra International July 2004 - August 2004
Skills
HRIS, Succession Planning, SharePoint, Recruiting, Performance Management, Applicant Tracking..., Organizational Design, Employee Relations, Onboarding, Talent Management, Workforce Planning, Talent Acquisition, Employee Engagement, Organizational..., Process Improvement, Project Management, Human Resources, Mergers, Due Diligence, Interviews, Organizational..., Job Analysis, New Hire Orientations, Mergers, Finance, Banking, Mergers & Acquisitions
Education
Universidad del Valle de México 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Community Valley Bank September 2015 - Present
Rabobank May 2012 - November 2014
Pacific Western Bank May 2002 - November 2011
American Ag Credit January 1992 - February 2002
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Banking, Private Banking, Underwriting, Management, Ag Finance
Education
University of San Diego
Bachelor of Science, Accounting
Heritage Bank of Commerce July 2005 - Present
Greater Bay Bank 2002 - 2005
San Jose National Bank 1991 - 2001
Pacific Western Bank 1989 - 1991
Wells Fargo 1986 - 1989
Crocker Bank 1976 - 1989
Skills
Commercial Lending, Private Banking, Loans, Middle Market, Credit, Commercial Banking, Banking, Cash Management, Commercial Mortgages, Management, Credit Analysis, Deposits, Banking Relationships, Branch Banking, Risk Management, Small Business Lending, Financial Analysis, Asset Based Lending
Education
Santa Clara University 1974 — 1978
BS Commerce, Management
Archbishop MItty High School
Pacific Western Bank June 2005 - Present
U.S. Bank July 2004 - June 2005
Klamath First Fed/Sterling savings BK July 2001 - February 2004
Education
San Bernardino Valley College 1971 — 1973
Madison High 1962 — 1966
Readinger Real Estate January 2010 - Present
Pacific Western Bank 2006 - 2010
Real Estate Corporation 2002 - 2006
Luca Realty January 1975 - January 2002
Skills
Property Managment, Office Management, Photography, Integrated Transaction..., Manager of Ancillary..., Property Management
Education
University of California, Irvine 1983 — 1985
Certification, Residential Construction and Development
University of Southern California 1973 — 1975
BS, Marketing - Food Marketing
Pacific Western Bank March 2013 - Present
Pacific Western Bank August 2011 - March 2013
Bank of Escondido/Sunrise Bank May 2006 - August 2011
Skills
Credit Analysis, Small Business Lending, Commercial Lending, Credit, Commercial Banking, Loans
Education
San Diego State University-California State University 2005 — 2007
B.S., Business Administration: Financial Services
Champion Chemical Company February 1998 - Present
THIRD PARTY ENTERPRISE August 1988 - June 1998
Pacific Western Bank June 1986 - August 1988
Skills
New Business Development, Business Strategy, International Sales, Sales, Key Account Management, Team Leadership, Sales Management, Customer Service, Product Development, Microsoft Office, Team Building, Negotiation, Account Management, Project Management, Management, Marketing, Strategic Planning, Marketing Strategy
Education
El Ranch High School
Rio Hondo College
Pacific Western Bank August 2014 - Present
CrossCountry Consulting December 2013 - 2014
KPMG in Ireland October 2009 - 2013
Skills
Auditing, Financial Services, IFRS, US GAAP, Financial Statements, Big 4, Mutual Funds, Fund Of Funds, Internal Controls
Education
Institute of Chartered Accountants of Ireland 2009 — 2013
ACA
University College Dublin 2006 — 2009
BSc Economics and Finance, Mathematics, Statistics, Economics and Finance
Pacific Western Bank August 2014 - Present
Bofi Federal Bank November 2011 - August 2014
Metro United Bank May 2004 - November 2011
RD Computer and Network Consultants, April 2000 - May 2003
PC Saver Computer Store September 1996 - September 2001
Skills
Wire Transfers, Ach Processing, Loan Servicing, IT Solutions, Cash Management, ACH, Portfolio Management, Small Business Lending, Treasury Management, Commercial Lending, Commercial Banking, Loans, Multi-Tasks, Strong Desire to Achieve, Ability to adapt to..., Analytical Skills, Teamwork, Technical Ability, Resourceful..., People-oriented, Technical Support, Bank Secrecy Act, Deposits, Core Banking, AML, Financial Risk, Internet Banking, Credit Analysis, Retail Banking, Credit, Loan Origination, Credit Risk, Banking, Electronic Payments, Payments, Credit Cards, Funding, KYC, Consumer Lending, Branch Banking, Financial Institutions, Trade Finance, SWIFT payments, Foreign Exchange, Finance, Financial Transactions, Operational Risk, Cash, SWIFT Payments, Loan Documents
Education
San Diego Mesa College 1996 — 1999
Computer and Business
Herbert Hoover High School 1992 — 1996
H.S Diploma
California Bank & Trust April 2012 - Present
Pacific Western Bank 2010 - 2012
US Bank January 2005 - September 2010
Skills
Customer Service, Cash Handling, vault teller, new accounts, Excel, Great People Skills, Outlook, sales, Training New Employees, Time Management, Telephone Skills, Customer Retention, Cash Flow, Microsoft Excel, Risk Management, Sales, Commercial Banking, Credit, Accounts Payable, Small Business Lending, Finance, Credit Analysis, New Hire Training, Financial Analysis, Customer Satisfaction, Loans, Access
Education
San Pasqual High School 1995 — 1999
High School Diploma, Educational Leadership and Administration, General
Palomar College
City National Bank May 2010 - Present
1st Pacific Bank February 2008 - May 2010
Pacific Western Bank November 2004 - May 2008
Skills
Small Business Lending, Loans, Credit Analysis, Lines Of Credit, Credit, Banking, SBA, Consumer Lending, Asset Based Lending, Underwriting, Commercial Mortgages, Portfolio Management, Loan Origination, Credit Risk, Retail Banking, Relationship Management, Cross Selling
Education
Oregon State University 1975 — 1979
Bachelor of Science (B.S.)
Pacific Western Bank August 2010 - Present
Los Padres Bank May 2007 - August 2010
washington mutual 1997 - 2003
Skills
Cash Management, Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Finance, Credit Risk, Portfolio Management, Small Business Lending, Lines Of Credit
Education
University of Florida
Finance, General
Pacific Western Bank January 2007 - Present
Blue Olive Press January 2010 - Present
ABN AMRO Bank N.V. May 2002 - December 2005
SunTrust Bank April 1997 - April 2002
Skills
Banking, Photography, Trade Finance
Education
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), International Business
Lakeside High School 1982 — 1987
Pacific Western Bank May 2007 - Present
San Diego County Credit Union January 2004 - May 2007
Skills
Commercial Banking, Banking, Credit, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit Analysis, Retail Banking, Financial Services, Mortgage Lending, Loan Origination, Loan Servicing, Mortgage Banking
Education
Stavropol State University 2001 — 2003
Linguistics
Palomar College
Accounting and Business/Management
Pacific Western Bank September 2014 - Present
JP Morgan Chase September 2007 - July 2014
Wells Fargo Bank Teller December 2006 - September 2007
Nordstrom March 2004 - November 2006
Perinatal Diagnosis Center, INC. Daryoush Jadali, M.D January 2001 - April 2004
Education
Pierce College 2012 — 2015
Pacific Western Bank May 1996 - Present
Bank of America January 1976 - February 1996
Skills
Supervisory Skills, Mangement, Organizational, Leadership
Education
San Bernardino Valley College 1970 — 1972
Associate's degree, Education
Pacific Western Bank June 2000 - Present
Skills
Enterprise Architecture, Requirements Analysis, SDLC, SOA, Agile Methodologies, SQL, XML, Databases
Education
University of Maryland College Park 1979 — 1981
Psychology
The George Washington University 1977 — 1978
Pre-Medicine/Pre-Medical Studies
University of California, Santa Cruz 1976 — 1977
Biology, General
Pacific Western Bank 2013 - Present
Skills
Banking, Risk Management, Financial Analysis, Loans, Credit, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Investments
Education
San Diego State University-California State University 1971 — 1974
Bachelor's degree, Real Estate
AmericanWest Bank June 2013 - Present
Pacific Western Bank April 2011 - June 2013
First Citizens Bank April 2009 - April 2011
Temecula Valley Bank April 2001 - April 2009
Skills
Commercial Banking, Portfolio Management, Loans, Commercial Lending, Credit Analysis, Real Estate, Construction Loans, Credit
Education
San Diego State University-California State University 1977 — 1978
Bachelor of Arts (BA)
Cabrillo Junior College 1974 — 1975
Associate's Degree
Pacific Western Bank July 2015 - Present
GreatCall September 2014 - May 2015
Chase 2006 - 2014
Cypress West Federal Credit Union August 2004 - January 2006
Konami Digital Entertainment October 1998 - September 1999
Jmco Electronics November 1997 - July 1998
Party America September 1997 - October 1997
Skills
Windows 7, Windows XP, Help Desk Support, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, OS X, iOS, Sales, Customer Service, Leadership, Social Networking
Education
San Jose State University 1998 — 2003
Bachelor of Science (BS), Management Information Systems
Carlmont High School 1994 — 1998