Preferred Bank
Industry: Insurance service company
DescriptionPreferred Bank is a California state chartered bank operating in Southern California, United States. Headquarters: Los Angeles, CA Number of employees: 120 Founded: 1991, Los Angeles, CA Subsidiary: Pb Investment and Consulting, Inc
Preferred Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Preferred Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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75 Preferred Bank employees in database. Find out everything there's to know about Preferred Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Preferred Bank Employees
Employee
Years
Job
Industry
Matthew Overin Matthew Overin's Preferred Bank Experience April 2008 - October 2013
Job Manager Fraud & Risk Management at Logix Federal Credit Union
Industry Banking
Experience
Logix Federal Credit Union October 2013 - Present
Preferred Bank April 2008 - October 2013
Washington Mutual January 2003 - January 2008
WaMu, now a part of JPMorgan Chase 2003 - 2008
Great Western/WaMu August 1995 - January 2003
Great Western Savings Bank May 1988 - August 1995
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Management, Retail Banking, Operational Oversight, Operational Efficiency, Relationship Management, Program Management, Financial Analysis, Commercial Banking, Operations Management, Business Planning, Customer Service, Credit Risk, Leadership, Sales, Strategic Planning, Commercial Lending, Executive Management, Finance, Cross Selling, Credit Analysis, Portfolio Management, Strategy, Underwriting, Small Business Lending, Mergers & Acquisitions, Risk Management, Budgets, Cash Management, Refinance, Financial Risk, Mortgage Banking, Loan Origination, Branch Management, Financial Institutions, AML, Credit Cards, Financial Services, Branch Banking, Investments
Education
California State University-Northridge 1987 — 1992
Los Angeles Lutheran 1983 — 1989
Logix Federal Credit Union October 2013 - Present
Preferred Bank April 2008 - October 2013
Washington Mutual January 2003 - January 2008
WaMu, now a part of JPMorgan Chase 2003 - 2008
Great Western/WaMu August 1995 - January 2003
Great Western Savings Bank May 1988 - August 1995
Skills
Banking, Loans, Credit, Consumer Lending, Mortgage Lending, Management, Retail Banking, Operational Oversight, Operational Efficiency, Relationship Management, Program Management, Financial Analysis, Commercial Banking, Operations Management, Business Planning, Customer Service, Credit Risk, Leadership, Sales, Strategic Planning, Commercial Lending, Executive Management, Finance, Cross Selling, Credit Analysis, Portfolio Management, Strategy, Underwriting, Small Business Lending, Mergers & Acquisitions, Risk Management, Budgets, Cash Management, Refinance, Financial Risk, Mortgage Banking, Loan Origination, Branch Management, Financial Institutions, AML, Credit Cards, Financial Services, Branch Banking, Investments
Education
California State University-Northridge 1987 — 1992
Los Angeles Lutheran 1983 — 1989
Xiao Li Wells Xiao Li Wells's Preferred Bank Experience July 2015 - Present
Job Banking
Industry Banking
Experience
Preferred Bank July 2015 - Present
Beta Gamma Sigma August 2012 - Present
Wing Lung Bank July 2013 - July 2015
Bank of America November 2012 - July 2013
Wing Lung Bank September 2012 - November 2012
Graziadio School of Business and Management May 2012 - September 2012
Finance Store Inc January 2012 - March 2012
China Merchants Bank July 2010 - May 2011
Project on Factors of Weihai Foreign Trade Textile Enterprises Profit Fluctuation June 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Business Valuation, Financial Reporting, Data Analysis, VBA, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, R, Ulead Video Studio, Chinese, Research, DPL, Microsoft SQL Server, Analysis, Economics, Corporate Finance, Quantitative Analytics, Leadership, Statistics, Bloomberg Terminal, Competitive Analysis, Access, Management, Ulead, Finance, Market Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science in Applied Finance, Finance, 3.74
Shandong University 2007 — 2011
Bachelor, Finance
Preferred Bank July 2015 - Present
Beta Gamma Sigma August 2012 - Present
Wing Lung Bank July 2013 - July 2015
Bank of America November 2012 - July 2013
Wing Lung Bank September 2012 - November 2012
Graziadio School of Business and Management May 2012 - September 2012
Finance Store Inc January 2012 - March 2012
China Merchants Bank July 2010 - May 2011
Project on Factors of Weihai Foreign Trade Textile Enterprises Profit Fluctuation June 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Business Valuation, Financial Reporting, Data Analysis, VBA, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, R, Ulead Video Studio, Chinese, Research, DPL, Microsoft SQL Server, Analysis, Economics, Corporate Finance, Quantitative Analytics, Leadership, Statistics, Bloomberg Terminal, Competitive Analysis, Access, Management, Ulead, Finance, Market Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science in Applied Finance, Finance, 3.74
Shandong University 2007 — 2011
Bachelor, Finance
Kyle Kneubuhl Kyle Kneubuhl's Preferred Bank Experience January 2015 - Present
Job Vice President Commercial Relationship Manager Preferred Bank
Industry Financial Services
Experience
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Monica Eaton Monica Eaton's Preferred Bank Experience February 2015 - Present
Job Assistant Vice President, Commercial Lending at Preferred Bank
Industry Banking
Experience
Preferred Bank February 2015 - Present
Neighborhood Centers Inc. July 2014 - Present
Comerica Bank September 2013 - January 2015
The Perryman Group August 2012 - July 2013
Baylor University August 2011 - May 2013
U.S. International Trade Commission June 2012 - August 2012
Sam Houston State University August 2010 - May 2011
Skills
Economics, Research, Finance, Leadership, Public Speaking, Project Planning, Social Media, Market Research, Marketing, Microsoft Word, Editing, Microsoft Office, Access, Public Relations, Teamwork, Facebook, Analysis, Time Management, Microsoft Excel, Financial Analysis, Nonprofits, SPSS, Spanish, PowerPoint, Policy, Social Networking, Data Analysis, Project Management, Corporate Finance, Credit Analysis, Credit Risk, Creativity Skills
Education
Baylor University - Hankamer School of Business 2011 — 2013
Master of Science (M.S.), Economics
Sam Houston State University 2008 — 2011
Bachelor of Business Administration (BBA), Economics
SWGSB
Preferred Bank February 2015 - Present
Neighborhood Centers Inc. July 2014 - Present
Comerica Bank September 2013 - January 2015
The Perryman Group August 2012 - July 2013
Baylor University August 2011 - May 2013
U.S. International Trade Commission June 2012 - August 2012
Sam Houston State University August 2010 - May 2011
Skills
Economics, Research, Finance, Leadership, Public Speaking, Project Planning, Social Media, Market Research, Marketing, Microsoft Word, Editing, Microsoft Office, Access, Public Relations, Teamwork, Facebook, Analysis, Time Management, Microsoft Excel, Financial Analysis, Nonprofits, SPSS, Spanish, PowerPoint, Policy, Social Networking, Data Analysis, Project Management, Corporate Finance, Credit Analysis, Credit Risk, Creativity Skills
Education
Baylor University - Hankamer School of Business 2011 — 2013
Master of Science (M.S.), Economics
Sam Houston State University 2008 — 2011
Bachelor of Business Administration (BBA), Economics
SWGSB
Carisa Segovia Carisa Segovia's Preferred Bank Experience July 2011 - February 2014
Job Program Specialist for WebCentric Alternative Certification Program
Industry Education Management
Experience
Web-Centric Alternative Certification Program June 2014 - Present
Preferred Bank July 2011 - February 2014
Spring Baptist Church August 2010 - July 2011
Preferred Bank August 2007 - January 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Data Entry, Office Administration, Problem Solving, Creative Writing, Employee Training, Customer Support, Front Office, Cash Management, Purchasing Supplies, Cash Handling Experience, News Writing, Customer Retention
Education
Sam Houston State University 2003 — 2006
Journalism/Advertising, Commercial and Advertising Art, Consistently on the Dean's List
University of Portland 2001 — 2003
Communications, Public Relations, Advertising, and Applied Communication
Web-Centric Alternative Certification Program June 2014 - Present
Preferred Bank July 2011 - February 2014
Spring Baptist Church August 2010 - July 2011
Preferred Bank August 2007 - January 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Data Entry, Office Administration, Problem Solving, Creative Writing, Employee Training, Customer Support, Front Office, Cash Management, Purchasing Supplies, Cash Handling Experience, News Writing, Customer Retention
Education
Sam Houston State University 2003 — 2006
Journalism/Advertising, Commercial and Advertising Art, Consistently on the Dean's List
University of Portland 2001 — 2003
Communications, Public Relations, Advertising, and Applied Communication
John Stipanov John Stipanov's Preferred Bank Experience March 2013 - Present
Job Senior Vice President at Preferred Bank
Industry Banking
Experience
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Christine Jin Christine Jin's Preferred Bank Experience 2006 - 2007
Job Intelligent Management Consulting Inc
Industry Banking
Experience
Intelligent Management Consulting Inc 2007 - Present
Preferred Bank 2006 - 2007
East West Bank 2005 - 2006
Skills
Commercial Banking, Portfolio Management, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Banking, Investments, Cash Management, Private Banking, Financial Risk, Treasury Management, Small Business Lending, Retail Banking, Structured Finance, Trade Finance, Commercial Mortgages, Asset Based Lending, Financial Structuring, Commercial Real Estate
Education
The University of Findlay
Master of Business Administration (M.B.A.), Finance
University of Toledo
Master of Business Administration (M.B.A.), Management of Information System
Intelligent Management Consulting Inc 2007 - Present
Preferred Bank 2006 - 2007
East West Bank 2005 - 2006
Skills
Commercial Banking, Portfolio Management, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Banking, Investments, Cash Management, Private Banking, Financial Risk, Treasury Management, Small Business Lending, Retail Banking, Structured Finance, Trade Finance, Commercial Mortgages, Asset Based Lending, Financial Structuring, Commercial Real Estate
Education
The University of Findlay
Master of Business Administration (M.B.A.), Finance
University of Toledo
Master of Business Administration (M.B.A.), Management of Information System
Angel Yue Angel Yue's Preferred Bank Experience January 2014 - August 2014
Job Operations Specialist
Industry Logistics and Supply Chain
Experience
Alliance Fiber Optic Products, Inc. September 2014 - Present
Preferred Bank January 2014 - August 2014
Harman Embedded Audio, LLC. March 2011 - November 2013
Telamon 2007 - 2009
Skills
Inventory Management, SAP, Logistics, Invoicing, Customer Service, Microsoft Word, Supply Chain, Sales Order Processing, Microsoft Excel, PowerPoint, Microsoft Publisher, Forecasting, MS Excel Pivot Tables, Data Analysis, Purchase Order..., Item/Customer/Price...
Education
Purdue University 2007 — 2010
Bachelor of Science (B.S.), Retail Management
Carmel High School
Alliance Fiber Optic Products, Inc. September 2014 - Present
Preferred Bank January 2014 - August 2014
Harman Embedded Audio, LLC. March 2011 - November 2013
Telamon 2007 - 2009
Skills
Inventory Management, SAP, Logistics, Invoicing, Customer Service, Microsoft Word, Supply Chain, Sales Order Processing, Microsoft Excel, PowerPoint, Microsoft Publisher, Forecasting, MS Excel Pivot Tables, Data Analysis, Purchase Order..., Item/Customer/Price...
Education
Purdue University 2007 — 2010
Bachelor of Science (B.S.), Retail Management
Carmel High School
Rafael Magana Rafael Magana's Preferred Bank Experience January 2015 - Present
Job CSR at Preferred Bank
Industry Banking
Experience
Preferred Bank January 2015 - Present
Citi November 2013 - October 2014
Toyota Motor Corporation 2014 - 2014
Chase February 2010 - August 2012
Wells Fargo June 2009 - December 2009
Skills
Banking, Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, 10 Key, Branch Banking, Commercial Banking, Customer Service, Customer Support, Teller Operations, Oracle, Compliance, Access, Management, KYC, AML, Payments
Education
El Camino College 2012 — 2014
English, Economics, Journalism
Junipero Serra High School 2005 — 2006
High School/Secondary Diplomas and Certificates
Preferred Bank January 2015 - Present
Citi November 2013 - October 2014
Toyota Motor Corporation 2014 - 2014
Chase February 2010 - August 2012
Wells Fargo June 2009 - December 2009
Skills
Banking, Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, 10 Key, Branch Banking, Commercial Banking, Customer Service, Customer Support, Teller Operations, Oracle, Compliance, Access, Management, KYC, AML, Payments
Education
El Camino College 2012 — 2014
English, Economics, Journalism
Junipero Serra High School 2005 — 2006
High School/Secondary Diplomas and Certificates
Eduard Khachatryan Eduard Khachatryan's Preferred Bank Experience January 2000 - January 2001
Job Real Estate Broker at Luxury Homes International
Industry Real Estate
Experience
Luxury Homes International September 2015 - Present
Eduard K. Properties/Short Sale People July 2009 - Present
Sotheby's International Realty November 2014 - September 2015
Union Financial Group March 2008 - July 2009
Prudential California Realty October 2006 - March 2008
Bank of the West January 2001 - May 2005
Preferred Bank January 2000 - January 2001
Fidelity Federal Bank March 1999 - January 2000
Skills
Short Sales, Foreclosures, Real Estate, Investors, Sellers, Property Management, Buyers, Leases, Home, REO, First Time Home Buyers, Referrals, Mortgage Lending, Selling, Investment Properties, Relocation, Real Estate Transactions, SFR, Single Family Homes, Condos, Investments, Property, Finance, Apartments, Mortgage Banking, FHA, Anniversaries, Sales
Education
Glendale Community College 1999 — 2001
Computer Science, Business Administration
Armenian National University 1994 — 1998
Bachalors Degree, Business Administration
Luxury Homes International September 2015 - Present
Eduard K. Properties/Short Sale People July 2009 - Present
Sotheby's International Realty November 2014 - September 2015
Union Financial Group March 2008 - July 2009
Prudential California Realty October 2006 - March 2008
Bank of the West January 2001 - May 2005
Preferred Bank January 2000 - January 2001
Fidelity Federal Bank March 1999 - January 2000
Skills
Short Sales, Foreclosures, Real Estate, Investors, Sellers, Property Management, Buyers, Leases, Home, REO, First Time Home Buyers, Referrals, Mortgage Lending, Selling, Investment Properties, Relocation, Real Estate Transactions, SFR, Single Family Homes, Condos, Investments, Property, Finance, Apartments, Mortgage Banking, FHA, Anniversaries, Sales
Education
Glendale Community College 1999 — 2001
Computer Science, Business Administration
Armenian National University 1994 — 1998
Bachalors Degree, Business Administration
Elenor Coursey Elenor Coursey's Preferred Bank Experience February 2015 - Present
Job Vice President Treasury Management at Preferred Bank
Industry Banking
Experience
Preferred Bank February 2015 - Present
West University United Methodist Church January 2012 - Present
Preferred Bank February 2013 - February 2015
Preferred Bank April 2012 - February 2013
Preferred Bank October 2009 - April 2012
Bellaire United Methodist Church October 2002 - January 2012
Skills
Risk Management, Customer Service, Banking, Credit, Loans, Commercial Banking, Microsoft Office, Financial Analysis, Credit Analysis, Portfolio Management, Mortgage Lending, Retail Banking, Commercial Lending, Credit Risk, Underwriting, Leadership, Consumer Lending
Education
Rice University 1992 — 2000
Bachelor of Arts (B.A.), Music
Lake Mary High School 1988 — 1992
Preferred Bank February 2015 - Present
West University United Methodist Church January 2012 - Present
Preferred Bank February 2013 - February 2015
Preferred Bank April 2012 - February 2013
Preferred Bank October 2009 - April 2012
Bellaire United Methodist Church October 2002 - January 2012
Skills
Risk Management, Customer Service, Banking, Credit, Loans, Commercial Banking, Microsoft Office, Financial Analysis, Credit Analysis, Portfolio Management, Mortgage Lending, Retail Banking, Commercial Lending, Credit Risk, Underwriting, Leadership, Consumer Lending
Education
Rice University 1992 — 2000
Bachelor of Arts (B.A.), Music
Lake Mary High School 1988 — 1992
Fred Denitz, CLU®, ChFC®, CLTC Fred Denitz, CLU®, ChFC®, CLTC's Preferred Bank Experience December 2007 - October 2008
Job Wealth Management Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2009 - Present
Vistage International March 2006 - March 2011
Preferred Bank December 2007 - October 2008
Mellon 1st Business Bank July 2000 - December 2007
Imperial Bank October 1998 - June 2000
Bank of America September 1989 - October 1998
Wells Fargo March 1985 - September 1989
Lloyds Bank California September 1979 - March 1985
Skills
To learn about my...
Education
University of California, Los Angeles 1974 — 1979
Bachelors of Arts, Psychology & Sociology: emphasis on organizational behavior, industrial psychology, group processes
Beverly Hills High School 1972 — 1974
Northwestern Mutual February 2009 - Present
Vistage International March 2006 - March 2011
Preferred Bank December 2007 - October 2008
Mellon 1st Business Bank July 2000 - December 2007
Imperial Bank October 1998 - June 2000
Bank of America September 1989 - October 1998
Wells Fargo March 1985 - September 1989
Lloyds Bank California September 1979 - March 1985
Skills
To learn about my...
Education
University of California, Los Angeles 1974 — 1979
Bachelors of Arts, Psychology & Sociology: emphasis on organizational behavior, industrial psychology, group processes
Beverly Hills High School 1972 — 1974
Craig Isaac's Preferred Bank Experience September 2001 - June 2002
Job Private Banking Relationship Manager
Industry Banking
Experience
Banc of California April 2015 - Present
Comerica Bank Wealth Management Group February 2013 - December 2014
U.S. Bank The Private Client Group December 2009 - February 2013
City National Bank Entertainment Division March 2006 - April 2009
City National Bank July 2004 - March 2006
City National Bank June 2002 - July 2004
Preferred Bank September 2001 - June 2002
Emblaze Systems/WebRadio.com October 2000 - June 2001
City National Bank December 1998 - October 2000
Wells Fargo Bank 1997 - 1998
Skills
Consumer Lending, Home Equity Loans, Home Equity Lines of..., Deposits, Non-profits, Credit, Mortgage, New Business Development, Mortgage Lending, Refinance, Real Estate, Mortgage Banking, Investment Properties, Loan Origination, Investments, Banking, Portfolio Management, Loans, Commercial Banking, FHA, Finance, Nonprofits, Business Development, Sales, Wealth Management, Financial Services, Commercial Lending
Education
University of California at Santa Barbara 1989 — 1992
B.A., History
San Diego State University-California State University 1987 — 1989
Transfer, General Study
Crossroads 1983 — 1987
Diploma, General
Banc of California April 2015 - Present
Comerica Bank Wealth Management Group February 2013 - December 2014
U.S. Bank The Private Client Group December 2009 - February 2013
City National Bank Entertainment Division March 2006 - April 2009
City National Bank July 2004 - March 2006
City National Bank June 2002 - July 2004
Preferred Bank September 2001 - June 2002
Emblaze Systems/WebRadio.com October 2000 - June 2001
City National Bank December 1998 - October 2000
Wells Fargo Bank 1997 - 1998
Skills
Consumer Lending, Home Equity Loans, Home Equity Lines of..., Deposits, Non-profits, Credit, Mortgage, New Business Development, Mortgage Lending, Refinance, Real Estate, Mortgage Banking, Investment Properties, Loan Origination, Investments, Banking, Portfolio Management, Loans, Commercial Banking, FHA, Finance, Nonprofits, Business Development, Sales, Wealth Management, Financial Services, Commercial Lending
Education
University of California at Santa Barbara 1989 — 1992
B.A., History
San Diego State University-California State University 1987 — 1989
Transfer, General Study
Crossroads 1983 — 1987
Diploma, General
Matt Eaglin Matt Eaglin's Preferred Bank Experience 2014 - Present
Job Investment Banker at Crestview Capital LLC Business Development
Industry Investment Banking
Experience
Preferred Bank 2014 - Present
Crestview Capital LLC 2013 - Present
Fort Bend County Sheriff's Office 2009 - 2013
Capital One 2008 - 2009
Wachovia Bank 2005 - 2008
Washington Mutual Home Loans/ First Horizon Home Loans 2002 - 2004
Skills
Mergers & Acquisitions, Private Equity, Finance, Financial Analysis, Financial Structuring, Relationship Management, Business Development, Commercial Lending, Commercial Banking, Private Banking, Energy Industry, Energy, Logistics, Oil & Gas Industry, Portfolio Management, Loans, Due Diligence, Financial Services, Banking, Investments
Education
University of Houston
B.S., Political Science and Government
University of Houston
B.S., Economics
Texas Christian University - M.J. Neeley School of Business
Business Administration, Management and Operations
John Foster Dulles
Preferred Bank 2014 - Present
Crestview Capital LLC 2013 - Present
Fort Bend County Sheriff's Office 2009 - 2013
Capital One 2008 - 2009
Wachovia Bank 2005 - 2008
Washington Mutual Home Loans/ First Horizon Home Loans 2002 - 2004
Skills
Mergers & Acquisitions, Private Equity, Finance, Financial Analysis, Financial Structuring, Relationship Management, Business Development, Commercial Lending, Commercial Banking, Private Banking, Energy Industry, Energy, Logistics, Oil & Gas Industry, Portfolio Management, Loans, Due Diligence, Financial Services, Banking, Investments
Education
University of Houston
B.S., Political Science and Government
University of Houston
B.S., Economics
Texas Christian University - M.J. Neeley School of Business
Business Administration, Management and Operations
John Foster Dulles
Anna Bagdasarian Anna Bagdasarian's Preferred Bank Experience February 2013 - Present
Job SVP, Group Manager at Preferred Bank
Industry Banking
Experience
Preferred Bank February 2013 - Present
East West Bank March 2011 - March 2012
Education
University of California, Berkeley
BA
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Preferred Bank February 2013 - Present
East West Bank March 2011 - March 2012
Education
University of California, Berkeley
BA
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Diana Eads Diana Eads's Preferred Bank Experience 2010 - Present
Job at
Industry Banking
Experience
Preferred Bank 2010 - Present
Union Bank 1998 - 2009
Skills
Banking
Education
University of Central Missouri 1996 — 1999
Mass Communication s
Preferred Bank 2010 - Present
Union Bank 1998 - 2009
Skills
Banking
Education
University of Central Missouri 1996 — 1999
Mass Communication s
Ann Cheung Ann Cheung's Preferred Bank Experience March 2011 - Present
Job at Preferred Bank
Industry Banking
Experience
Preferred Bank March 2011 - Present
East West Bank December 2003 - April 2008
Far East National Bank June 1976 - November 2003
Education
Pacific Coast Banking School 2000 — 2002
University of Southern California
BS, Business Administration
Preferred Bank March 2011 - Present
East West Bank December 2003 - April 2008
Far East National Bank June 1976 - November 2003
Education
Pacific Coast Banking School 2000 — 2002
University of Southern California
BS, Business Administration
Brad Slepicka Brad Slepicka's Preferred Bank Experience June 2001 - November 2010
Job Director of Wholesale Operations
Industry Banking
Experience
Sierra Lending Group, LLC February 2011 - Present
Preferred Bank June 2001 - November 2010
FirstCapital Bank, ssb (formerly Liberty Savings Association) January 1994 - June 2001
Bank United September 1993 - January 1994
Harbor Financial Mortgage January 1990 - January 1993
American Mortgage January 1989 - January 1990
Professional Business Planners, Inc January 1988 - January 1989
Home Savings 1976 - 1988
US Navy Reserve October 1968 - October 1974
Education
University of Houston 1971 — 1975
BBA Finance
Robert E. Lee High School 1967 — 1969
US Navy Schools
Sierra Lending Group, LLC February 2011 - Present
Preferred Bank June 2001 - November 2010
FirstCapital Bank, ssb (formerly Liberty Savings Association) January 1994 - June 2001
Bank United September 1993 - January 1994
Harbor Financial Mortgage January 1990 - January 1993
American Mortgage January 1989 - January 1990
Professional Business Planners, Inc January 1988 - January 1989
Home Savings 1976 - 1988
US Navy Reserve October 1968 - October 1974
Education
University of Houston 1971 — 1975
BBA Finance
Robert E. Lee High School 1967 — 1969
US Navy Schools
Lucilio Couto Lucilio Couto's Preferred Bank Experience February 2010 - June 2015
Job President & CEO at American Plus Bank, NA
Industry Banking
Experience
American Plus Bank, NA June 2015 - Present
Preferred Bank February 2010 - June 2015
Preferred Bank July 2009 - February 2010
Merchants Bank of California April 2009 - July 2009
Vineyard Bank October 2008 - April 2009
Vineyard Bank July 2007 - September 2008
Federal Deposit Insurance Corporation August 1991 - July 2007
Skills
Financial Analysis, SOX, Financial Reporting, Risk Management, Banking, Accounting, Auditing, Compliance, Loans, Credit, Commercial Banking, Portfolio Management, Risk, Credit Risk, Credit Administration, Commercial Lending, Market Risk, Financial Institutions, Credit Analysis, Risk Assessment, Financial Risk, Team Management, Risk Analysis, Team Leadership
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
GSB, Banking
California State University-San Bernardino 1987 — 1991
American Plus Bank, NA June 2015 - Present
Preferred Bank February 2010 - June 2015
Preferred Bank July 2009 - February 2010
Merchants Bank of California April 2009 - July 2009
Vineyard Bank October 2008 - April 2009
Vineyard Bank July 2007 - September 2008
Federal Deposit Insurance Corporation August 1991 - July 2007
Skills
Financial Analysis, SOX, Financial Reporting, Risk Management, Banking, Accounting, Auditing, Compliance, Loans, Credit, Commercial Banking, Portfolio Management, Risk, Credit Risk, Credit Administration, Commercial Lending, Market Risk, Financial Institutions, Credit Analysis, Risk Assessment, Financial Risk, Team Management, Risk Analysis, Team Leadership
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
GSB, Banking
California State University-San Bernardino 1987 — 1991
Rex Chen Rex Chen's Preferred Bank Experience May 2010 - June 2011
Job AVP, Commercial Loan Officer at Cathay Bank
Industry Banking
Experience
Cathay Bank October 2014 - Present
Cathay Bank June 2011 - October 2014
Preferred Bank May 2010 - June 2011
East West Bank November 2009 - May 2010
United Commercial Bank September 2009 - November 2009
Southwestern National Bank April 2006 - September 2009
Skills
Credit Analysis, Commercial Lending, Credit Risk, Asset Based Lending, Loans, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Mortgages, Credit, Banking, Underwriting, Lines Of Credit, Cash Management, Financial Risk, Retail Banking, Trade Finance, Treasury Management, Small Business Lending, Mortgage Lending
Education
The University of Texas at Austin 1999 — 2004
BA, Economics
Houston Community College 1998 — 1999
Cathay Bank October 2014 - Present
Cathay Bank June 2011 - October 2014
Preferred Bank May 2010 - June 2011
East West Bank November 2009 - May 2010
United Commercial Bank September 2009 - November 2009
Southwestern National Bank April 2006 - September 2009
Skills
Credit Analysis, Commercial Lending, Credit Risk, Asset Based Lending, Loans, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Mortgages, Credit, Banking, Underwriting, Lines Of Credit, Cash Management, Financial Risk, Retail Banking, Trade Finance, Treasury Management, Small Business Lending, Mortgage Lending
Education
The University of Texas at Austin 1999 — 2004
BA, Economics
Houston Community College 1998 — 1999
Diana Rodrigues's Preferred Bank Experience June 2011 - September 2012
Job Production Planner and Freight Coordinator at DISHAKA
Industry Food Production
Experience
DISHAKA LLC September 2012 - Present
Preferred Bank June 2011 - September 2012
Wells Fargo March 2010 - June 2011
A V Enterprise Inc August 2003 - January 2010
Wallis State Bank March 2003 - May 2006
Empires Bank January 2001 - December 2001
Kuwait Industrial Refinery Maintenance & Engineering Co. August 1993 - August 1999
Kuwait Livestock September 1999 - 1999
Skills
Supply Chain, SAP, Forecasting, Supply Chain Management, Inventory Management, Logistics, Process Improvement, Warehousing, Purchasing, Microsoft Excel, Continuous Improvement, Budgets, Inventory Control, Operations Management, Production Planning
Education
St. Andrew's College of Arts Commerce and Science 1987 — 1991
Bachelor of Commerce (B.Com.), Accounting
St Ann's High School
GED
DISHAKA LLC September 2012 - Present
Preferred Bank June 2011 - September 2012
Wells Fargo March 2010 - June 2011
A V Enterprise Inc August 2003 - January 2010
Wallis State Bank March 2003 - May 2006
Empires Bank January 2001 - December 2001
Kuwait Industrial Refinery Maintenance & Engineering Co. August 1993 - August 1999
Kuwait Livestock September 1999 - 1999
Skills
Supply Chain, SAP, Forecasting, Supply Chain Management, Inventory Management, Logistics, Process Improvement, Warehousing, Purchasing, Microsoft Excel, Continuous Improvement, Budgets, Inventory Control, Operations Management, Production Planning
Education
St. Andrew's College of Arts Commerce and Science 1987 — 1991
Bachelor of Commerce (B.Com.), Accounting
St Ann's High School
GED
Taylor Nomura Taylor Nomura's Preferred Bank Experience June 2009 - August 2009
Job Aspiring Professional Gamer
Industry
Experience
SMC Metal June 2014 - August 2014
Preferred Bank June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, Marketing
Education
California State University-Fullerton 2015 — 2016
Business Econimics
University of Arizona 2013 — 2014
Business Administration and Management, General
Fullerton College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
SMC Metal June 2014 - August 2014
Preferred Bank June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, Marketing
Education
California State University-Fullerton 2015 — 2016
Business Econimics
University of Arizona 2013 — 2014
Business Administration and Management, General
Fullerton College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Stephanie Cowart Stephanie Cowart's Preferred Bank Experience 2012 - Present
Job Senior Internal Operations and Lending Auditor
Industry Banking
Experience
Woodforest National Bank May 2013 - Present
Preferred Bank 2012 - Present
Texas Community Bank, N.A. March 2006 - May 2012
Central Bank December 2003 - March 2006
Skills
Customer Service, Commercial Lending, Compliance, Financial Analysis, Finance, Real Estate Lending, C&I Lending, construction lending, Customer Satisfaction, Long-term Customer..., Internal Audit, Lending auditing, Loan Servicing, Loan Modifications, Loan Work-outs, Loans, Credit, Portfolio Management, Banking, Underwriting, Construction Loans, Commercial Banking, Risk Management, Credit Risk, Credit Analysis, Small Business Lending, Financial Risk
Education
Sam Houston State University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2000 — 2003
Bachelor's degree Banking and Financial Institutions, Finance, General
Woodforest National Bank May 2013 - Present
Preferred Bank 2012 - Present
Texas Community Bank, N.A. March 2006 - May 2012
Central Bank December 2003 - March 2006
Skills
Customer Service, Commercial Lending, Compliance, Financial Analysis, Finance, Real Estate Lending, C&I Lending, construction lending, Customer Satisfaction, Long-term Customer..., Internal Audit, Lending auditing, Loan Servicing, Loan Modifications, Loan Work-outs, Loans, Credit, Portfolio Management, Banking, Underwriting, Construction Loans, Commercial Banking, Risk Management, Credit Risk, Credit Analysis, Small Business Lending, Financial Risk
Education
Sam Houston State University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2000 — 2003
Bachelor's degree Banking and Financial Institutions, Finance, General
Rosie Peña's Preferred Bank Experience April 2014 - Present
Job
Industry Banking
Experience
Preferred Bank April 2014 - Present
Icon Bank of Texas October 2013 - March 2014
Icon Bank of Texas November 2011 - March 2014
Sterliing Bank- Comerica Bank April 1997 - November 2011
Skills
Microsoft Word, Outlook, Customer Service, Leadership, Sales, Windows, Microsoft Office, Operations Management, Sales Management, Sales Operations, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Commercial Banking, Credit, Loans
Education
Texas State Technical College Harlingen 1983 — 1986
Associate’s Degree, Computer Programming, Specific Applications
Preferred Bank April 2014 - Present
Icon Bank of Texas October 2013 - March 2014
Icon Bank of Texas November 2011 - March 2014
Sterliing Bank- Comerica Bank April 1997 - November 2011
Skills
Microsoft Word, Outlook, Customer Service, Leadership, Sales, Windows, Microsoft Office, Operations Management, Sales Management, Sales Operations, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Commercial Banking, Credit, Loans
Education
Texas State Technical College Harlingen 1983 — 1986
Associate’s Degree, Computer Programming, Specific Applications
Bonnie Liu Bonnie Liu's Preferred Bank Experience May 2008 - March 2012
Job AVP/Relationship Manager at Bank Sinopac Ltd.
Industry Banking
Experience
East West Bank July 2015 - Present
Bank Sinopac Ltd. March 2012 - Present
Preferred Bank May 2008 - March 2012
Bank Sinopac Ltd. August 2005 - May 2008
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Banking, Financial Analysis, Credit Risk, Mortgage Lending, Financial Risk, Commercial Mortgages, Risk Management, Portfolio Management, Financial Modeling, Equities, Underwriting, Asset Based Lending, Due Diligence, Trade Finance, Construction Loans, Small Business Lending, Cash Management
Education
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
East West Bank July 2015 - Present
Bank Sinopac Ltd. March 2012 - Present
Preferred Bank May 2008 - March 2012
Bank Sinopac Ltd. August 2005 - May 2008
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Banking, Financial Analysis, Credit Risk, Mortgage Lending, Financial Risk, Commercial Mortgages, Risk Management, Portfolio Management, Financial Modeling, Equities, Underwriting, Asset Based Lending, Due Diligence, Trade Finance, Construction Loans, Small Business Lending, Cash Management
Education
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Kristi Sutton Kristi Sutton's Preferred Bank Experience October 2014 - October 2014
Job Data Entry Clerk at Unified Fitness Group
Industry Logistics and Supply Chain
Experience
Unified Fitness Group July 2015 - Present
The Home Depot December 2014 - August 2015
Preferred Bank October 2014 - October 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fiserv cleartouch, WirePro, Fedline, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Customer Service, Sales, Ten-Key, QuickBooks
Education
University of Houston 2012 — 2014
Bachelor's degree, Finance Major, Marketing Minor
Houston Community College 2010 — 2012
Associate of Arts (AA), Associate in Arts
Unified Fitness Group July 2015 - Present
The Home Depot December 2014 - August 2015
Preferred Bank October 2014 - October 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fiserv cleartouch, WirePro, Fedline, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Customer Service, Sales, Ten-Key, QuickBooks
Education
University of Houston 2012 — 2014
Bachelor's degree, Finance Major, Marketing Minor
Houston Community College 2010 — 2012
Associate of Arts (AA), Associate in Arts
Brian Jurczak Brian Jurczak's Preferred Bank Experience June 2008 - September 2013
Job Vice President, Real Estate & Commercial Finance at Bank Hapoalim
Industry Banking
Experience
Bank Hapoalim January 2015 - Present
Grandpoint Bank September 2013 - September 2014
Preferred Bank June 2008 - September 2013
Preferred Bank February 2000 - May 2008
Skills
Financial analysis and..., Credit negotiation and..., Financial Analysis, Financial Structuring, Commercial Banking, Loans, Credit, Banking, Business Development, Finance, Portfolio Management, Commercial Lending, Financial Modeling, Due Diligence, Management, Commercial Real Estate, Mergers & Acquisitions, Investments, Cash Management, Valuation, Underwriting, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Master of Business Administration (MBA), Entrepreneurship
University of California, Los Angeles 1995 — 1999
BA, Economics
Bank Hapoalim January 2015 - Present
Grandpoint Bank September 2013 - September 2014
Preferred Bank June 2008 - September 2013
Preferred Bank February 2000 - May 2008
Skills
Financial analysis and..., Credit negotiation and..., Financial Analysis, Financial Structuring, Commercial Banking, Loans, Credit, Banking, Business Development, Finance, Portfolio Management, Commercial Lending, Financial Modeling, Due Diligence, Management, Commercial Real Estate, Mergers & Acquisitions, Investments, Cash Management, Valuation, Underwriting, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Master of Business Administration (MBA), Entrepreneurship
University of California, Los Angeles 1995 — 1999
BA, Economics
Stephen Segovia Stephen Segovia's Preferred Bank Experience August 2007 - December 2008
Job Automotive Professional
Industry Automotive
Experience
Gyrodata Incorporated March 2014 - Present
Discount Tire Company January 2009 - March 2014
Preferred Bank August 2007 - December 2008
Woodforest National Bank August 2006 - August 2007
Skills
Microsoft Office, Typing, Data Entry, Management, Cash Handling Experience, Office Administration, Piano Playing, Phone Etiquette, Flyers, Internal Audit, Customer Service, Microsoft Word, Customer Satisfaction, Administrative..., Telephone Skills, 10 Key, Inventory, Spreadsheets, Cashiering, Office Equipment, PowerPoint, Microsoft Excel, Sales, Outlook, Inventory Control, Inventory Management, Retail Sales, Deposits, Team-oriented, POS, Associate Development, People Skills, Training, Leadership, Team Building, Team Leadership
Education
Lone Star College System 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Gyrodata Incorporated March 2014 - Present
Discount Tire Company January 2009 - March 2014
Preferred Bank August 2007 - December 2008
Woodforest National Bank August 2006 - August 2007
Skills
Microsoft Office, Typing, Data Entry, Management, Cash Handling Experience, Office Administration, Piano Playing, Phone Etiquette, Flyers, Internal Audit, Customer Service, Microsoft Word, Customer Satisfaction, Administrative..., Telephone Skills, 10 Key, Inventory, Spreadsheets, Cashiering, Office Equipment, PowerPoint, Microsoft Excel, Sales, Outlook, Inventory Control, Inventory Management, Retail Sales, Deposits, Team-oriented, POS, Associate Development, People Skills, Training, Leadership, Team Building, Team Leadership
Education
Lone Star College System 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Dave Gast's Preferred Bank Experience February 1989 - May 2000
Job Vice President of Business Banking at KleinBank
Industry Banking
Experience
KleinBank February 1989 - Present
Preferred Bank February 1989 - May 2000
Northwoods Bank of MN February 1983 - August 1988
First American Bank (Bremer) June 1977 - August 1979
Skills
Loans, Banking, Commercial Mortgages, Small Business Lending, Mortgage Banking, Cash Management, SBA, Commercial Lending, Lines Of Credit, Credit Analysis, Mortgage Lending, Loan Origination, Commercial Banking, Credit, Real Estate, Consumer Lending, Retail Banking, Real Estate Transactions, Credit Risk, Asset Based Lending, Commercial Real Estate
Education
Minnesota State University, Moorhead 1979 — 1981
Bachelor of Science, Finance
NorthDakota College of Science 1977 — 1979
BA, Business Adminstration.
KleinBank February 1989 - Present
Preferred Bank February 1989 - May 2000
Northwoods Bank of MN February 1983 - August 1988
First American Bank (Bremer) June 1977 - August 1979
Skills
Loans, Banking, Commercial Mortgages, Small Business Lending, Mortgage Banking, Cash Management, SBA, Commercial Lending, Lines Of Credit, Credit Analysis, Mortgage Lending, Loan Origination, Commercial Banking, Credit, Real Estate, Consumer Lending, Retail Banking, Real Estate Transactions, Credit Risk, Asset Based Lending, Commercial Real Estate
Education
Minnesota State University, Moorhead 1979 — 1981
Bachelor of Science, Finance
NorthDakota College of Science 1977 — 1979
BA, Business Adminstration.
Jenny Own's Preferred Bank Experience June 2014 - Present
Job
Industry Financial Services
Experience
Preferred Bank June 2014 - Present
Education
Carnegie Mellon University
Preferred Bank June 2014 - Present
Education
Carnegie Mellon University
Stephanie Tseng's Preferred Bank Experience May 2007 - December 2007
Job SVP / Credit Administration Manager at Grandpoint Bank
Industry Banking
Experience
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Ivy Kung's Preferred Bank Experience Credit AnalystPreferred Bank2006 - Present
Job Credit Analyst at Preferred Bank
Industry Banking
Experience
Preferred Bank Credit AnalystPreferred Bank2006 - Present
Education
California State Polytechnic University-Pomona 2002 — 2004
Preferred Bank Credit AnalystPreferred Bank2006 - Present
Education
California State Polytechnic University-Pomona 2002 — 2004
William Chow's Preferred Bank Experience November 2006 - June 2009
Job Assistant System Analysis at GBC International Bank
Industry Banking
Experience
GBC International Bank February 2011 - Present
Equus Computer Systems July 2010 - January 2011
Law Office Of Walter Scott July 2009 - July 2010
Preferred Bank November 2006 - June 2009
Mobile Action August 2006 - November 2006
Aberdeen Computer October 2005 - July 2006
EDS Group September 2000 - October 2005
Skills
Banking, Mortgage Lending, Troubleshooting, Letters of Credit, Commercial Banking, Credit, Risk Management, Credit Analysis, Analysis, Trade Finance, Cash Management, Software Documentation
Education
California State Polytechnic University-Pomona 2000 — 2003
Bachelor of Science (B.S.), Marketing Research
GBC International Bank February 2011 - Present
Equus Computer Systems July 2010 - January 2011
Law Office Of Walter Scott July 2009 - July 2010
Preferred Bank November 2006 - June 2009
Mobile Action August 2006 - November 2006
Aberdeen Computer October 2005 - July 2006
EDS Group September 2000 - October 2005
Skills
Banking, Mortgage Lending, Troubleshooting, Letters of Credit, Commercial Banking, Credit, Risk Management, Credit Analysis, Analysis, Trade Finance, Cash Management, Software Documentation
Education
California State Polytechnic University-Pomona 2000 — 2003
Bachelor of Science (B.S.), Marketing Research
Traci Oatis's Preferred Bank Experience June 2003 - January 2005
Job Revenue Agent at IRS
Industry Accounting
Experience
Internal Revenue Service January 2005 - Present
Preferred Bank June 2003 - January 2005
National HealthCare Corporation April 2003 - May 2003
Regions Financial Corporation January 2001 - April 2003
IBM June 2000 - December 2000
Skills
Budgets, Financial Analysis, Microsoft Office, PeopleSoft, Accounts Receivable, Financial Reporting, Tax Research, Tax Accounting, Microsoft Word, Tax, Accounting, SAP, Sales Tax, Internet, Microsoft Excel, Intranet, Auditing, Internal Audit, Communication Skills, Written & Oral..., Microsoft Publisher, Lotus Notes, Lotus, Credit Analysis, Account Reconciliation, Accounts Payable, Financial Accounting, Cost Accounting, GAAP, Analysis, Financial Statements, IRS, General Ledger, Tax Preparation
Education
Prairie View A&M University 2004 — 2006
Masters of Science, Accounting
Jackson State University 1997 — 2002
Bachelors in Business Administration, Accounting
Internal Revenue Service January 2005 - Present
Preferred Bank June 2003 - January 2005
National HealthCare Corporation April 2003 - May 2003
Regions Financial Corporation January 2001 - April 2003
IBM June 2000 - December 2000
Skills
Budgets, Financial Analysis, Microsoft Office, PeopleSoft, Accounts Receivable, Financial Reporting, Tax Research, Tax Accounting, Microsoft Word, Tax, Accounting, SAP, Sales Tax, Internet, Microsoft Excel, Intranet, Auditing, Internal Audit, Communication Skills, Written & Oral..., Microsoft Publisher, Lotus Notes, Lotus, Credit Analysis, Account Reconciliation, Accounts Payable, Financial Accounting, Cost Accounting, GAAP, Analysis, Financial Statements, IRS, General Ledger, Tax Preparation
Education
Prairie View A&M University 2004 — 2006
Masters of Science, Accounting
Jackson State University 1997 — 2002
Bachelors in Business Administration, Accounting
Johnny Hsu's Preferred Bank Experience August 1992 - Present
Job FVP at Preferred Bank
Industry Banking
Experience
Preferred Bank August 1992 - Present
Education
University of Southern California 1992 — 1996
Preferred Bank August 1992 - Present
Education
University of Southern California 1992 — 1996
Michael Nomura's Preferred Bank Experience February 2008 - May 2010
Job US Bank
Industry Banking
Experience
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
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
Lori Kaneshiro's Preferred Bank Experience June 2007 - January 2011
Job Associate Director at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
SunAmerica Financial Group January 2011 - Present
Preferred Bank June 2007 - January 2011
RSM McGladrey 2004 - 2007
California State University Los Angeles 2003 - 2003
University of Southern California 2001 - 2003
Los Angeles Superior Courthouse 2000 - 2001
Los Angeles City Employees Retirement System 1999 - 2000
Skills
Analysis, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Auditing, Accounting, Internal Controls, Financial Modeling, Finance, Sarbanes-Oxley Act, Investments, Banking, Due Diligence, Loans, Strategic Financial..., Valuation, Credit, Financial Services, Cash Management, Credit Risk
Education
California State University-Los Angeles 2001 — 2003
Bachelor of Science (BS), Accounting and Business/Management
AIG June 2014 - Present
SunAmerica Financial Group January 2011 - Present
Preferred Bank June 2007 - January 2011
RSM McGladrey 2004 - 2007
California State University Los Angeles 2003 - 2003
University of Southern California 2001 - 2003
Los Angeles Superior Courthouse 2000 - 2001
Los Angeles City Employees Retirement System 1999 - 2000
Skills
Analysis, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Auditing, Accounting, Internal Controls, Financial Modeling, Finance, Sarbanes-Oxley Act, Investments, Banking, Due Diligence, Loans, Strategic Financial..., Valuation, Credit, Financial Services, Cash Management, Credit Risk
Education
California State University-Los Angeles 2001 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Karen Fung's Preferred Bank Experience December 2004 - May 2008
Job Assistant Vice President Senior Underwriter
Industry Banking
Experience
Wells Fargo - The Private Bank May 2008 - Present
Preferred Bank December 2004 - May 2008
Skills
Loans, Credit, Portfolio Management, Commercial Real Estate, Loan Origination, Credit Risk, Commercial Banking, Finance, Analysis, Cross Selling, Negotiation, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Underwriting, Risk Management, Financial Analysis, Investments, Consumer Lending, Financial Modeling, Retail Banking, risk m
Education
University of California, Riverside
Bachelor of Science, Business Administration, Management Information Systems, Accounting, and Economics
Wells Fargo - The Private Bank May 2008 - Present
Preferred Bank December 2004 - May 2008
Skills
Loans, Credit, Portfolio Management, Commercial Real Estate, Loan Origination, Credit Risk, Commercial Banking, Finance, Analysis, Cross Selling, Negotiation, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Underwriting, Risk Management, Financial Analysis, Investments, Consumer Lending, Financial Modeling, Retail Banking, risk m
Education
University of California, Riverside
Bachelor of Science, Business Administration, Management Information Systems, Accounting, and Economics
Fred Chen's Preferred Bank Experience October 2010 - April 2012
Job Branch Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
Bank October 2010 - Present
Union Bank April 2012 - June 2014
Preferred Bank October 2010 - April 2012
Cathay Bank June 2007 - September 2010
Cathay Bank May 2007 - September 2010
ING DIRECT September 2002 - June 2007
ING DIRECT September 2002 - March 2007
Mitsubishi Heavy Industries July 2000 - July 2001
Skills
Customer Service, Sales Management, Strategic Planning, PowerPoint, Problem Solving, Analytics, Business Development, Microsoft Excel, Economics, Microsoft Office, Microsoft Word
Education
University of California 1997 — 2001
B.A, Economics
University of Southern California 1997 — 2001
Bachelor's degree, Economics
JPMorgan Chase & Co. June 2014 - Present
Bank October 2010 - Present
Union Bank April 2012 - June 2014
Preferred Bank October 2010 - April 2012
Cathay Bank June 2007 - September 2010
Cathay Bank May 2007 - September 2010
ING DIRECT September 2002 - June 2007
ING DIRECT September 2002 - March 2007
Mitsubishi Heavy Industries July 2000 - July 2001
Skills
Customer Service, Sales Management, Strategic Planning, PowerPoint, Problem Solving, Analytics, Business Development, Microsoft Excel, Economics, Microsoft Office, Microsoft Word
Education
University of California 1997 — 2001
B.A, Economics
University of Southern California 1997 — 2001
Bachelor's degree, Economics
J Richard Belliston's Preferred Bank Experience 2002 - Present
Job Independent Banking Professional
Industry Banking
Experience
Preferred Bank 2002 - Present
Tokai Bank of California 1976 - 2001
Tokai Bank 1976 - 2001
Skills
Banking, Risk Management, Compliance, Financial Analysis, SOX, Accounting, Managerial Finance, Strategic Planning, Credit Risk, Credit, Finance, Portfolio Management, Sarbanes-Oxley Act, Cash Management, Investments, Mergers & Acquisitions, Financial Risk, Commercial Banking, Management
Education
Brigham Young University 1966 — 1969
Bachelor of Science (B.S.), Accounting
Preferred Bank 2002 - Present
Tokai Bank of California 1976 - 2001
Tokai Bank 1976 - 2001
Skills
Banking, Risk Management, Compliance, Financial Analysis, SOX, Accounting, Managerial Finance, Strategic Planning, Credit Risk, Credit, Finance, Portfolio Management, Sarbanes-Oxley Act, Cash Management, Investments, Mergers & Acquisitions, Financial Risk, Commercial Banking, Management
Education
Brigham Young University 1966 — 1969
Bachelor of Science (B.S.), Accounting
Joe Milcoun's Preferred Bank Experience OwnerAlarm Screens and Apollo Solar ScreensSeptember 2012 - Present
Job Owner at Alarm Screens and Apollo Solar Screens
Industry Banking
Experience
Preferred Bank OwnerAlarm Screens and Apollo Solar ScreensSeptember 2012 - Present
First Bank 1997 - 2004
Skills
Retail, Commercial Banking, Customer Service, Commercial Lending, Credit, Banking
Education
Wayne State University 1980 — 1982
MBA, Organizational Development
Eastern Michigan University 1971 — 1975
bba, Marketing
Preferred Bank OwnerAlarm Screens and Apollo Solar ScreensSeptember 2012 - Present
First Bank 1997 - 2004
Skills
Retail, Commercial Banking, Customer Service, Commercial Lending, Credit, Banking
Education
Wayne State University 1980 — 1982
MBA, Organizational Development
Eastern Michigan University 1971 — 1975
bba, Marketing
Joe Milcoun's Preferred Bank Experience August 2007 - March 2011
Job Owner Alarm Screens and Apollo Solar Screens
Industry Consumer Services
Experience
Alarm Screens and Apollo Solar Screens August 2012 - Present
Preferred Bank August 2007 - March 2011
Furniture Systems and Cubicles 2004 - 2007
First Bank 1997 - 2004
Community Bank 1996 - 1997
Bank of America 1985 - 1996
Skills
Banking, Sales, Customer Service, Finance, Retail Banking, Commercial Banking, Credit, Business Strategy
Education
Eastern Michigan University
BBA, Marketing
Wayne State University
MBA
Alarm Screens and Apollo Solar Screens August 2012 - Present
Preferred Bank August 2007 - March 2011
Furniture Systems and Cubicles 2004 - 2007
First Bank 1997 - 2004
Community Bank 1996 - 1997
Bank of America 1985 - 1996
Skills
Banking, Sales, Customer Service, Finance, Retail Banking, Commercial Banking, Credit, Business Strategy
Education
Eastern Michigan University
BBA, Marketing
Wayne State University
MBA
Irene Leung-Astwood's Preferred Bank Experience 1992 - 2004
Job Freelance Chef at Chef Irene
Industry Real Estate
Experience
Chef Irene January 2012 - Present
Coldwell Banker December 2007 - December 2011
Chef Irene January 2005 - May 2011
HSBC September 2004 - May 2005
Preferred Bank 1992 - 2004
Preferred Bank May 1992 - 1995
united national bank 1991 - 1992
Skills
Direct Sales, General Administration, Culinary, Business Management, Real Estate, Short Sales, REO, Negotiation, Residential Homes, Investment Properties, Foreclosures, Relocation, Mortgage Lending, Investors, Sellers, Sales
Education
Le Cordon Bleu 2003 — 2005
Associate, Culinary
University of Phoenix 1992 — 1994
BSBA, Business Management and Administration
La Guardia College 1981 — 1983
Associate, Accounting
Chef Irene January 2012 - Present
Coldwell Banker December 2007 - December 2011
Chef Irene January 2005 - May 2011
HSBC September 2004 - May 2005
Preferred Bank 1992 - 2004
Preferred Bank May 1992 - 1995
united national bank 1991 - 1992
Skills
Direct Sales, General Administration, Culinary, Business Management, Real Estate, Short Sales, REO, Negotiation, Residential Homes, Investment Properties, Foreclosures, Relocation, Mortgage Lending, Investors, Sellers, Sales
Education
Le Cordon Bleu 2003 — 2005
Associate, Culinary
University of Phoenix 1992 — 1994
BSBA, Business Management and Administration
La Guardia College 1981 — 1983
Associate, Accounting
Carlo Garcia's Preferred Bank Experience October 2014 - Present
Job VP Internal Audit Manager at Preferred Bank
Industry Banking
Experience
Preferred Bank October 2014 - Present
OneWest Bank April 2014 - October 2014
OneWest Bank April 2013 - March 2014
OneWest Bank April 2010 - March 2013
First Federal Bank of California February 2007 - March 2010
Defense Contract Audit Agency March 2005 - February 2007
Skills
Internal Audit, Financial Analysis, Accounting, Banking, Risk Assessment, Process Improvement, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Loans, Enterprise Risk..., Risk Management, Operational Risk..., Sarbanes-Oxley
Education
California State University-Los Angeles 2001 — 2004
Bachelor's Degree, Accounting
Preferred Bank October 2014 - Present
OneWest Bank April 2014 - October 2014
OneWest Bank April 2013 - March 2014
OneWest Bank April 2010 - March 2013
First Federal Bank of California February 2007 - March 2010
Defense Contract Audit Agency March 2005 - February 2007
Skills
Internal Audit, Financial Analysis, Accounting, Banking, Risk Assessment, Process Improvement, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Loans, Enterprise Risk..., Risk Management, Operational Risk..., Sarbanes-Oxley
Education
California State University-Los Angeles 2001 — 2004
Bachelor's Degree, Accounting
Marybeth Literatus-Sosa's Preferred Bank Experience 1994 - 1995
Job Director of Human Resources at PCV Murcor
Industry Human Resources
Experience
PCV Murcor June 2009 - Present
Solstice Capital, member HSBC group 2006 - 2008
Greenlight Financial Services 2001 - 2006
GMAC Mortgage dba Ditech.com 2000 - 2001
Mizuho Corporate Bank of California (formerly Dai-Ichi Kangyo Bank of California) 1995 - 2000
Preferred Bank 1994 - 1995
Pitney Bowes Management Services 1990 - 1994
Skills
Employee Relations, Human Resources, Recruiting, Personnel Management, Employee Benefits, Organizational..., Succession Planning, Payroll, Leadership, Deferred Compensation, Policy, Strategic Planning
Education
St. Joseph's Academy
University of California, Los Angeles
Coursework in Psychology
Woodbury University
Bachelor of Science, Business Administration / Human Resources Management
PCV Murcor June 2009 - Present
Solstice Capital, member HSBC group 2006 - 2008
Greenlight Financial Services 2001 - 2006
GMAC Mortgage dba Ditech.com 2000 - 2001
Mizuho Corporate Bank of California (formerly Dai-Ichi Kangyo Bank of California) 1995 - 2000
Preferred Bank 1994 - 1995
Pitney Bowes Management Services 1990 - 1994
Skills
Employee Relations, Human Resources, Recruiting, Personnel Management, Employee Benefits, Organizational..., Succession Planning, Payroll, Leadership, Deferred Compensation, Policy, Strategic Planning
Education
St. Joseph's Academy
University of California, Los Angeles
Coursework in Psychology
Woodbury University
Bachelor of Science, Business Administration / Human Resources Management
Gary Ambart's Preferred Bank Experience May 2013 - March 2014
Job Commercial Credit
Industry Banking
Experience
Banc of California May 2015 - Present
California Bank & Trust March 2014 - May 2015
Preferred Bank May 2013 - March 2014
Far East National Bank August 2011 - May 2013
Broadway Federal Bank f.s.b. July 2007 - August 2011
Pacific Western Bank / Cedar's Bank May 2005 - July 2007
Cal National Bank / People's Bank August 2001 - May 2005
Skills
Banking, Credit, Underwriting, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Loans, Financial Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Finance, Budgets, Microsoft Excel, Loan Origination, Cash Management, AML, Asset Management, Auditing, Bank Secrecy Act, Corporate Finance, Financial Modeling, Financial Structuring, Investments, Valuation, Commercial Mortgages
Education
California State University-Northridge
Bachelor of Science, Accounting
Banc of California May 2015 - Present
California Bank & Trust March 2014 - May 2015
Preferred Bank May 2013 - March 2014
Far East National Bank August 2011 - May 2013
Broadway Federal Bank f.s.b. July 2007 - August 2011
Pacific Western Bank / Cedar's Bank May 2005 - July 2007
Cal National Bank / People's Bank August 2001 - May 2005
Skills
Banking, Credit, Underwriting, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Loans, Financial Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Finance, Budgets, Microsoft Excel, Loan Origination, Cash Management, AML, Asset Management, Auditing, Bank Secrecy Act, Corporate Finance, Financial Modeling, Financial Structuring, Investments, Valuation, Commercial Mortgages
Education
California State University-Northridge
Bachelor of Science, Accounting
Elsa Chen's Preferred Bank Experience March 2013 - Present
Job Vice President at Preferred Bank
Industry Banking
Experience
Preferred Bank March 2013 - Present
Bank of the Orient 2010 - 2013
East West Bank 2009 - 2010
Wells Fargo Bank 2008 - 2009
United Commercial Bank 2003 - 2008
Education
University of San Francisco - School of Management 2007 — 2008
Preferred Bank March 2013 - Present
Bank of the Orient 2010 - 2013
East West Bank 2009 - 2010
Wells Fargo Bank 2008 - 2009
United Commercial Bank 2003 - 2008
Education
University of San Francisco - School of Management 2007 — 2008
Thomas Lo's Preferred Bank Experience 2007 - December 2010
Job SVP/Deputy Director of International and Business Banking Group @ East West Bank
Industry Banking
Experience
East West Banking Corporation November 2010 - Present
Preferred Bank 2007 - December 2010
Bank of the West March 2004 - November 2007
Skills
Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Asset Based Lending, Cash Management, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Investments, Loan Origination, Loans, Mortgage Lending, Negotiation, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Risk Management, SBA 504, Sales Management, Small Business Lending, Strategic Planning, Underwriting
Education
University of Southern California - Marshall School of Business 1983 — 1986
BS, Finance
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of Washington
PCBS
East West Banking Corporation November 2010 - Present
Preferred Bank 2007 - December 2010
Bank of the West March 2004 - November 2007
Skills
Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Asset Based Lending, Cash Management, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Investments, Loan Origination, Loans, Mortgage Lending, Negotiation, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Risk Management, SBA 504, Sales Management, Small Business Lending, Strategic Planning, Underwriting
Education
University of Southern California - Marshall School of Business 1983 — 1986
BS, Finance
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of Washington
PCBS
Warren Kovar's Preferred Bank Experience July 2015 - Present
Job SVP at Preferred Bank
Industry Banking
Experience
Preferred Bank July 2015 - Present
Education
University of Houston
BBA, Finance
Preferred Bank July 2015 - Present
Education
University of Houston
BBA, Finance
Danielle Poole's Preferred Bank Experience August 2008 - December 2012
Job Vice President at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank 2013 - Present
Preferred Bank August 2008 - December 2012
Capital One Bank 2005 - 2008
Education
University of Houston
Texas Capital Bank 2013 - Present
Preferred Bank August 2008 - December 2012
Capital One Bank 2005 - 2008
Education
University of Houston
Sonia Lomeli Garcia's Preferred Bank Experience November 2014 - Present
Job
Industry Banking
Experience
Merchants Bank of California, NA April 2015 - Present
Preferred Bank November 2014 - Present
Citi September 2013 - Present
FDIC February 2010 - August 2013
Arcadia Indians Jr All American 2006 - 2013
Professional Business Bank July 2008 - October 2009
Fremont Investment and Loan 2005 - 2008
IndyMac Bank July 2005 - September 2005
FDIC July 1999 - June 2005
California Department of Financial Institutions 1992 - 1999
Skills
Loans, Credit, Banking, Commercial Banking, Credit Risk, Financial Risk, Commercial Lending, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Bank Secrecy Act, Underwriting, Small Business Lending, AML, Enterprise Risk..., Suspicious Activity..., Anti Money Laundering
Education
California State University-Fullerton
Finance, General
Merchants Bank of California, NA April 2015 - Present
Preferred Bank November 2014 - Present
Citi September 2013 - Present
FDIC February 2010 - August 2013
Arcadia Indians Jr All American 2006 - 2013
Professional Business Bank July 2008 - October 2009
Fremont Investment and Loan 2005 - 2008
IndyMac Bank July 2005 - September 2005
FDIC July 1999 - June 2005
California Department of Financial Institutions 1992 - 1999
Skills
Loans, Credit, Banking, Commercial Banking, Credit Risk, Financial Risk, Commercial Lending, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Bank Secrecy Act, Underwriting, Small Business Lending, AML, Enterprise Risk..., Suspicious Activity..., Anti Money Laundering
Education
California State University-Fullerton
Finance, General
Jenny Koh-Lin's Preferred Bank Experience April 2011 - July 2012
Job Balancing & Settlement Specialist at Bankcard Services
Industry Banking
Experience
Bankcard Services April 2015 - Present
VXI Global Solutions, LLC October 2013 - April 2015
BBCN Bank July 2012 - August 2013
Preferred Bank April 2011 - July 2012
JP Morgan Chase June 2009 - April 2010
Mirae Bank (now known as Wilshire Bank) December 2004 - June 2008
Skills
Financial Analysis, Loans, Credit, Microsoft Excel, PowerPoint, Mortgage Lending, Access, Microsoft Word, Commercial Banking, Underwriting, Credit Analysis, Microsoft Office, Retail Banking, Bank Secrecy Act, Cash Management, Public Speaking, Commercial Lending, Customer Service, Banking
Education
California State University-Los Angeles 2008 — 2010
Bachelor of Science (BS), Marketing
Los Angeles City College 1999 — 2001
AA, Liberal
Bankcard Services April 2015 - Present
VXI Global Solutions, LLC October 2013 - April 2015
BBCN Bank July 2012 - August 2013
Preferred Bank April 2011 - July 2012
JP Morgan Chase June 2009 - April 2010
Mirae Bank (now known as Wilshire Bank) December 2004 - June 2008
Skills
Financial Analysis, Loans, Credit, Microsoft Excel, PowerPoint, Mortgage Lending, Access, Microsoft Word, Commercial Banking, Underwriting, Credit Analysis, Microsoft Office, Retail Banking, Bank Secrecy Act, Cash Management, Public Speaking, Commercial Lending, Customer Service, Banking
Education
California State University-Los Angeles 2008 — 2010
Bachelor of Science (BS), Marketing
Los Angeles City College 1999 — 2001
AA, Liberal
Dora Lau's Preferred Bank Experience April 2013 - Present
Job Relationship Manager at Preferred Bank
Industry Banking
Experience
Preferred Bank April 2013 - Present
East West Bank September 2009 - April 2013
United Commercial Bank January 2001 - September 2009
Wells Fargo Bank July 2000 - December 2000
Citibank April 1994 - June 2000
Bank of the West June 1989 - April 1994
Skills
Banking, Customer Service, Commercial Banking, Commercial Lending, Mortgage, Team Leadership, Retail Banking, Finance, Small Business Lending, Trade Finance, Cross Selling, Investments, Relationship Management, Financial Services, Treasury Management, Sales, Loans, Core Banking, Asset Management, Leadership, Management, Financial Modeling, AML, Cash Management, Real Estate, Mortgage Lending, Enterprise Risk..., Bank Secrecy Act, Asset Based Lending, Financial Structuring, Private Banking, Business Development, Strategic Planning, Mortgage Banking, Credit Cards, Commercial Mortgages, Branch Banking, Wealth Management, Lines Of Credit, Operational Risk, Insurance, Portfolio Management, Credit Risk, Risk Management, Internet Banking, CRM, Credit, Consumer Lending, Commercial Real Estate, Deposits
Education
University of London 1988 — 1989
llm, law
University of Hertfordshire 1979 — 1982
BA, Social Sciences
Preferred Bank April 2013 - Present
East West Bank September 2009 - April 2013
United Commercial Bank January 2001 - September 2009
Wells Fargo Bank July 2000 - December 2000
Citibank April 1994 - June 2000
Bank of the West June 1989 - April 1994
Skills
Banking, Customer Service, Commercial Banking, Commercial Lending, Mortgage, Team Leadership, Retail Banking, Finance, Small Business Lending, Trade Finance, Cross Selling, Investments, Relationship Management, Financial Services, Treasury Management, Sales, Loans, Core Banking, Asset Management, Leadership, Management, Financial Modeling, AML, Cash Management, Real Estate, Mortgage Lending, Enterprise Risk..., Bank Secrecy Act, Asset Based Lending, Financial Structuring, Private Banking, Business Development, Strategic Planning, Mortgage Banking, Credit Cards, Commercial Mortgages, Branch Banking, Wealth Management, Lines Of Credit, Operational Risk, Insurance, Portfolio Management, Credit Risk, Risk Management, Internet Banking, CRM, Credit, Consumer Lending, Commercial Real Estate, Deposits
Education
University of London 1988 — 1989
llm, law
University of Hertfordshire 1979 — 1982
BA, Social Sciences
Cindy Chou's Preferred Bank Experience June 2012 - July 2014
Job Credit Analyst
Industry Financial Services
Experience
California Bank & Trust August 2014 - Present
Preferred Bank June 2012 - July 2014
Fubon Bank March 2011 - June 2012
DACO Semiconductor Co., Ltd. November 2008 - March 2010
Deutsche Asset Management April 2006 - August 2008
Skills
Banking, Cash Flow, Outlook, Bloomberg, Credit, Microsoft Office, Credit Analysis, Mutual Funds, Forecasting, Financial Reporting, Financial Analysis, Finance, Accounting, Investments, Loans, Commercial Banking, Commercial Lending, Asset Management
Education
San Diego State University-California State University
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Finance
California Bank & Trust August 2014 - Present
Preferred Bank June 2012 - July 2014
Fubon Bank March 2011 - June 2012
DACO Semiconductor Co., Ltd. November 2008 - March 2010
Deutsche Asset Management April 2006 - August 2008
Skills
Banking, Cash Flow, Outlook, Bloomberg, Credit, Microsoft Office, Credit Analysis, Mutual Funds, Forecasting, Financial Reporting, Financial Analysis, Finance, Accounting, Investments, Loans, Commercial Banking, Commercial Lending, Asset Management
Education
San Diego State University-California State University
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Finance
Ivy Kung's Preferred Bank Experience August 2006 - December 2008
Job Broker at eCentury Mortgage & Realty Inc
Industry Real Estate
Experience
eCentury Mortgage & Realty Inc March 2010 - Present
East West Bank January 2011 - August 2011
Cathay Bank April 2009 - December 2010
Preferred Bank August 2006 - December 2008
Cathay Bank August 1998 - August 2006
Skills
Real Estate, Short Sales, Loans, Realty, Residential, Mortgage, First Time Home Buyers, Sellers, REO, Buying, Selling, Credit, Foreclosures, Agents, Banking, Investment Properties, New Home Sales, First Time Buyers, Listings, SFR, Negotiation, Purchase, Customer Service, Mortgage Lending, Relocation, Farms, Condos, Rentals, Buyer Representation, Relocations, Referrals, Investors, Investments, Single Family Homes, Real Estate Investment, Purchasing, Underwriting, Property Management, Retail, Land, Brokers, BPO
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor, Finance
Pasadena City College 1998 — 2001
AA Degress, Business Administration
eCentury Mortgage & Realty Inc March 2010 - Present
East West Bank January 2011 - August 2011
Cathay Bank April 2009 - December 2010
Preferred Bank August 2006 - December 2008
Cathay Bank August 1998 - August 2006
Skills
Real Estate, Short Sales, Loans, Realty, Residential, Mortgage, First Time Home Buyers, Sellers, REO, Buying, Selling, Credit, Foreclosures, Agents, Banking, Investment Properties, New Home Sales, First Time Buyers, Listings, SFR, Negotiation, Purchase, Customer Service, Mortgage Lending, Relocation, Farms, Condos, Rentals, Buyer Representation, Relocations, Referrals, Investors, Investments, Single Family Homes, Real Estate Investment, Purchasing, Underwriting, Property Management, Retail, Land, Brokers, BPO
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor, Finance
Pasadena City College 1998 — 2001
AA Degress, Business Administration
Alex An's Preferred Bank Experience May 2008 - June 2010
Job Account manager at Ma Labs
Industry Computer Hardware
Experience
MA Labs June 2015 - Present
Rocket America, Inc February 2011 - December 2013
Preferred Bank May 2008 - June 2010
Skills
Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts, Business Economics
MA Labs June 2015 - Present
Rocket America, Inc February 2011 - December 2013
Preferred Bank May 2008 - June 2010
Skills
Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts, Business Economics
Wing Y. Wong's Preferred Bank Experience September 1998 - June 2013
Job Preferred Bank
Industry Banking
Experience
Preferred Bank September 1998 - June 2013
Kong Ming Bank, Malaysia August 1985 - March 1988
Bank of America, Taiwan June 1977 - July 1984
China Development Corporation, Taiwan June 1970 - May 1973
Skills
ABA Compliance School..., Commercial Banking, Banking, Loans, Credit
Education
Michigan State University 1973 — 1975
MA's, Economics
Preferred Bank September 1998 - June 2013
Kong Ming Bank, Malaysia August 1985 - March 1988
Bank of America, Taiwan June 1977 - July 1984
China Development Corporation, Taiwan June 1970 - May 1973
Skills
ABA Compliance School..., Commercial Banking, Banking, Loans, Credit
Education
Michigan State University 1973 — 1975
MA's, Economics
Robert Sato's Preferred Bank Experience August 2008 - February 2013
Job Chief Credit Officer at EverTrust Bank
Industry Banking
Experience
EverTrust Bank March 2013 - Present
Preferred Bank August 2008 - February 2013
Preferred Bank 2008 - February 2013
EverTrust Bank 2013 - 2013
Skills
Loans, Banking, Commercial Mortgages, Underwriting, Mortgage Lending, Risk Management
Education
California State University-Long Beach
Master of Business Administration (MBA)
Gardena High School
University of California, Riverside
Bachelor of Arts (B.A.), Political Science and Government
EverTrust Bank March 2013 - Present
Preferred Bank August 2008 - February 2013
Preferred Bank 2008 - February 2013
EverTrust Bank 2013 - 2013
Skills
Loans, Banking, Commercial Mortgages, Underwriting, Mortgage Lending, Risk Management
Education
California State University-Long Beach
Master of Business Administration (MBA)
Gardena High School
University of California, Riverside
Bachelor of Arts (B.A.), Political Science and Government
Ricken Li's Preferred Bank Experience September 2015 - Present
Job Commercial Banking, Preferred Bank
Industry Real Estate
Experience
Preferred Bank September 2015 - Present
Grand Pacific Financing Corp. April 2012 - September 2015
Grand Pacific Financing Corp. December 2007 - April 2012
Skills
Loan Origination, Credit Analysis, Investment Properties, Real Estate Economics, Account Management, Accounting, Real Estate Financing, Loans, Finance, Mortgage Underwriting, Loan Servicing, Loan Closing, Business Development, Loan Officers, Bilingual, Computer/Technical..., Portfolio Management, Real Estate, Credit, REO, Sales, Loan Work-outs, Asset Based Lending, Appraisal Skills, Real Estate Transactions
Education
UCLA 2005 — 2007
B.A., Economics, Statistics
Pasadena City College 2003 — 2005
Preferred Bank September 2015 - Present
Grand Pacific Financing Corp. April 2012 - September 2015
Grand Pacific Financing Corp. December 2007 - April 2012
Skills
Loan Origination, Credit Analysis, Investment Properties, Real Estate Economics, Account Management, Accounting, Real Estate Financing, Loans, Finance, Mortgage Underwriting, Loan Servicing, Loan Closing, Business Development, Loan Officers, Bilingual, Computer/Technical..., Portfolio Management, Real Estate, Credit, REO, Sales, Loan Work-outs, Asset Based Lending, Appraisal Skills, Real Estate Transactions
Education
UCLA 2005 — 2007
B.A., Economics, Statistics
Pasadena City College 2003 — 2005
Aileen Daclan's Preferred Bank Experience January 2006 - December 2007
Job Operations Supervisor at Premier Business Bank
Industry Banking
Experience
Premier Business Bank September 2012 - Present
Premier Business Bank May 2011 - Present
Premier Business Bank March 2009 - April 2011
Premier Business Bank January 2008 - February 2009
Preferred Bank January 2006 - December 2007
Education
Cebu Institute of Technology 1999 — 2003
Bachelor of Science in Information Technology
Premier Business Bank September 2012 - Present
Premier Business Bank May 2011 - Present
Premier Business Bank March 2009 - April 2011
Premier Business Bank January 2008 - February 2009
Preferred Bank January 2006 - December 2007
Education
Cebu Institute of Technology 1999 — 2003
Bachelor of Science in Information Technology
Jim Belanic's Preferred Bank Experience July 2012 - Present
Job Senior Vice President at Preferred Bank
Industry Banking
Experience
Preferred Bank July 2012 - Present
First Bank February 2005 - October 2011
Sunwest Bank November 2003 - February 2005
Business Bank of California October 2002 - November 2003
Indymac Bank September 2001 - October 2002
TOKAI BANK OF CALIFORNIA March 1997 - July 2001
Skills
Credit Analysis, Small Business Lending, Portfolio Management
Education
California State University-Los Angeles
B.A, ECONOMICS
Preferred Bank July 2012 - Present
First Bank February 2005 - October 2011
Sunwest Bank November 2003 - February 2005
Business Bank of California October 2002 - November 2003
Indymac Bank September 2001 - October 2002
TOKAI BANK OF CALIFORNIA March 1997 - July 2001
Skills
Credit Analysis, Small Business Lending, Portfolio Management
Education
California State University-Los Angeles
B.A, ECONOMICS
Nancy Pepper's Preferred Bank Experience November 2013 - Present
Job First Vice President at Preferred Bank
Industry Banking
Experience
Preferred Bank November 2013 - Present
Commercial Bank of California March 2008 - November 2013
First Bank February 2005 - February 2008
Sunwest Bank February 2004 - February 2005
Business Bank of California (now Union Bank of California) November 2002 - February 2004
IndyMac Bank October 2001 - October 2002
Tokai Bank of California February 1997 - September 2001
Skills
Loans, Small Business Lending, Real Estate, Commercial Mortgages, Finance
Education
Cal State Fullerton
Bachelor of Arts, Business Administration
Preferred Bank November 2013 - Present
Commercial Bank of California March 2008 - November 2013
First Bank February 2005 - February 2008
Sunwest Bank February 2004 - February 2005
Business Bank of California (now Union Bank of California) November 2002 - February 2004
IndyMac Bank October 2001 - October 2002
Tokai Bank of California February 1997 - September 2001
Skills
Loans, Small Business Lending, Real Estate, Commercial Mortgages, Finance
Education
Cal State Fullerton
Bachelor of Arts, Business Administration
Eric Chen, CFA's Preferred Bank Experience August 2015 - Present
Job FVP at Preferred Bank
Industry Banking
Experience
Preferred Bank August 2015 - Present
Preferred Bank November 2013 - August 2015
East West Bank March 2011 - October 2013
Far East National Bank November 2006 - March 2011
Bank Sinopac Ltd. July 2003 - November 2006
Education
Cal Poly Pomona
Finance
Preferred Bank August 2015 - Present
Preferred Bank November 2013 - August 2015
East West Bank March 2011 - October 2013
Far East National Bank November 2006 - March 2011
Bank Sinopac Ltd. July 2003 - November 2006
Education
Cal Poly Pomona
Finance
Courtney Hardin's Preferred Bank Experience October 2006 - February 2008
Job Product Education Specialist at Fiserv
Industry Banking
Experience
Fiserv May 2014 - Present
First Community Bank, NA October 2010 - November 2012
Guaranty Bank October 2008 - February 2010
Preferred Bank October 2006 - February 2008
Citi November 2003 - September 2006
Coastal Banc ssb. February 2000 - November 2003
Skills
Loans, Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending, Consumer Lending, Loan Origination, Financial Analysis, Relationship Management, Portfolio Management, Underwriting
Education
University of Houston
Fiserv May 2014 - Present
First Community Bank, NA October 2010 - November 2012
Guaranty Bank October 2008 - February 2010
Preferred Bank October 2006 - February 2008
Citi November 2003 - September 2006
Coastal Banc ssb. February 2000 - November 2003
Skills
Loans, Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending, Consumer Lending, Loan Origination, Financial Analysis, Relationship Management, Portfolio Management, Underwriting
Education
University of Houston
kattie lin's Preferred Bank Experience March 2007 - Present
Job Trainee at Preferred Bank
Industry Banking
Experience
Preferred Bank March 2007 - Present
el monte January 2005 - February 2007
Skills
Bilingual, Microsoft Office, Cash Management, Accounts Payable, Loans, Customer Service
Education
Cal state university los angeles 2008 — 2010
Bachelor's degree, Operations Management and Supervision
East Los Angeles College 2004 — 2007
Associate's degree
Preferred Bank March 2007 - Present
el monte January 2005 - February 2007
Skills
Bilingual, Microsoft Office, Cash Management, Accounts Payable, Loans, Customer Service
Education
Cal state university los angeles 2008 — 2010
Bachelor's degree, Operations Management and Supervision
East Los Angeles College 2004 — 2007
Associate's degree
erica tsai's Preferred Bank Experience 2014 - 2014
Job
Industry Accounting
Experience
Preferred Bank 2014 - 2014
Cathay Bank 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Teamwork, Data Entry, Time Management, Access, Accounting
Education
California State University-Fullerton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Preferred Bank 2014 - 2014
Cathay Bank 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Teamwork, Data Entry, Time Management, Access, Accounting
Education
California State University-Fullerton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union