Professional Business Bank
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Professional Business Bank Employees
Employee
Years
Job
Industry
Bruce Corzine Bruce Corzine's Professional Business Bank Experience July 2008 - July 2009
Job President, Corallee Inc.
Industry Banking
Experience
Corallee, Inc. July 2009 - Present
Orange County Chapter Risk Management Association June 2004 - October 2014
Professional Business Bank July 2008 - July 2009
First Bank May 2006 - June 2008
Pre Banc Business Credit December 2004 - May 2006
Skills
Small Business Lending, Commercial Mortgages, Loans, Lines Of Credit, Commercial Lending, Asset Based Lending, Banking, Business Loans, Commercial Banking, SBA, Credit, Finance, Consumer Lending, Portfolio Management, Mortgage Lending, Credit Analysis, Financial Analysis, Loan Origination, Relationship Management, Business Development, Small Business, Mortgage Banking, Construction Loans, Financial Structuring, Funding, Cash Management, Refinance, Real Estate Financing, Private Equity, Credit Risk, Real Estate Economics, Loan Servicing, Residential Mortgages, Loss Mitigation, Structured Finance, Executive Management, Financial Services
Education
California State University-Fullerton
Communications
Corallee, Inc. July 2009 - Present
Orange County Chapter Risk Management Association June 2004 - October 2014
Professional Business Bank July 2008 - July 2009
First Bank May 2006 - June 2008
Pre Banc Business Credit December 2004 - May 2006
Skills
Small Business Lending, Commercial Mortgages, Loans, Lines Of Credit, Commercial Lending, Asset Based Lending, Banking, Business Loans, Commercial Banking, SBA, Credit, Finance, Consumer Lending, Portfolio Management, Mortgage Lending, Credit Analysis, Financial Analysis, Loan Origination, Relationship Management, Business Development, Small Business, Mortgage Banking, Construction Loans, Financial Structuring, Funding, Cash Management, Refinance, Real Estate Financing, Private Equity, Credit Risk, Real Estate Economics, Loan Servicing, Residential Mortgages, Loss Mitigation, Structured Finance, Executive Management, Financial Services
Education
California State University-Fullerton
Communications
Connie Caringella Connie Caringella's Professional Business Bank Experience July 2009 - August 2010
Job BSA Compliance Analyst
Industry Banking
Experience
Americas United Bank August 2015 - Present
Bank of Manhattan N.A. August 2010 - August 2015
Professional Business Bank July 2009 - August 2010
Spectrum Bank May 2007 - July 2009
Skills
AML, Bank Secrecy Act, Credit, Banking, Customer Service, Microsoft Office, Risk Management, Operational Risk, Credit Cards, Core Banking, Internet Banking, Commercial Banking, Cash Management, Retail Banking, Financial Services
Education
Pasadena City College
Accounting and Business/Management
Americas United Bank August 2015 - Present
Bank of Manhattan N.A. August 2010 - August 2015
Professional Business Bank July 2009 - August 2010
Spectrum Bank May 2007 - July 2009
Skills
AML, Bank Secrecy Act, Credit, Banking, Customer Service, Microsoft Office, Risk Management, Operational Risk, Credit Cards, Core Banking, Internet Banking, Commercial Banking, Cash Management, Retail Banking, Financial Services
Education
Pasadena City College
Accounting and Business/Management
Mindy Dwyer, SPHR, SHRM-SCP Mindy Dwyer, SPHR, SHRM-SCP's Professional Business Bank Experience October 2008 - June 2011
Job SVP, Human Resources Manager
Industry Banking
Experience
Grandpoint Bank June 2011 - Present
Professional Business Bank October 2008 - June 2011
A.F. Gilmore Company July 2002 - October 2008
Custom Building Products November 1999 - June 2002
Windes & McClaughry December 1996 - November 1999
Education
University of Phoenix 2000 — 2002
B/S Business Management
Napa High School
Napa High School
Napa Valley College
Grandpoint Bank June 2011 - Present
Professional Business Bank October 2008 - June 2011
A.F. Gilmore Company July 2002 - October 2008
Custom Building Products November 1999 - June 2002
Windes & McClaughry December 1996 - November 1999
Education
University of Phoenix 2000 — 2002
B/S Business Management
Napa High School
Napa High School
Napa Valley College
Mary Lynn Lenz Mary Lynn Lenz's Professional Business Bank Experience March 2009 - May 2012
Job President/CEO at TFB Bancorp./Foothills Bank
Industry Banking
Experience
TFB Bancorp./Foothills Bank June 2013 - Present
Professional Business Bank March 2009 - May 2012
Slades Bank 2002 - 2008
Citizens Bank 1998 - 2002
KeyBank 1996 - 1998
Skills
Capital Markets, Credit Analysis, Mergers, Marketing, Commercial Mortgages, Loan Origination, Strategic Planning, Financial Services, Team Building, Acquisition Integration, Portfolio Management, Change Management
Education
Niagara University
State University of New York at Buffalo
TFB Bancorp./Foothills Bank June 2013 - Present
Professional Business Bank March 2009 - May 2012
Slades Bank 2002 - 2008
Citizens Bank 1998 - 2002
KeyBank 1996 - 1998
Skills
Capital Markets, Credit Analysis, Mergers, Marketing, Commercial Mortgages, Loan Origination, Strategic Planning, Financial Services, Team Building, Acquisition Integration, Portfolio Management, Change Management
Education
Niagara University
State University of New York at Buffalo
Jill Crofford Jill Crofford's Professional Business Bank Experience August 2003 - May 2010
Job Personal Banker, California Republic Bank
Industry Banking
Experience
California Republic Bank November 2012 - Present
Junior Achievement of Southern California March 2013 - Present
J.P. Morgan Chase & Co August 2010 - November 2012
Spectum Bank August 2003 - May 2010
Professional Business Bank August 2003 - May 2010
Spectrum Bank April 1998 - November 2000
Huntington National Bank/First Bank & Trust January 1993 - April 1998
Union Bank January 1991 - January 1993
Skills
Banking, Deposits, Customer Service, Training, Sales, Payments, Management, Branch Banking, Auditing, Coaching, Cash Management, Recruiting, Cash Flow, Sales Management, Retail Banking, Branch Management, Cash, Teller Operations, AML, Bank Secrecy Act, Internet Banking, Banking Relationships, Operational Risk, Financial Transactions, Merchant Services, Risk Management, Debit Cards, OFAC, Foreign Exchange, Operational Risk..., Personal Banking, Loans, Commercial Lending, Consumer Lending, Treasury Management, Credit, Finance, Commercial Banking, Financial Risk, Small Business Lending
Education
Notary Public 1996 — 2013
Marina High School 1986 — 1990
High School Diploma, General Studies
Golden West College
California Republic Bank November 2012 - Present
Junior Achievement of Southern California March 2013 - Present
J.P. Morgan Chase & Co August 2010 - November 2012
Spectum Bank August 2003 - May 2010
Professional Business Bank August 2003 - May 2010
Spectrum Bank April 1998 - November 2000
Huntington National Bank/First Bank & Trust January 1993 - April 1998
Union Bank January 1991 - January 1993
Skills
Banking, Deposits, Customer Service, Training, Sales, Payments, Management, Branch Banking, Auditing, Coaching, Cash Management, Recruiting, Cash Flow, Sales Management, Retail Banking, Branch Management, Cash, Teller Operations, AML, Bank Secrecy Act, Internet Banking, Banking Relationships, Operational Risk, Financial Transactions, Merchant Services, Risk Management, Debit Cards, OFAC, Foreign Exchange, Operational Risk..., Personal Banking, Loans, Commercial Lending, Consumer Lending, Treasury Management, Credit, Finance, Commercial Banking, Financial Risk, Small Business Lending
Education
Notary Public 1996 — 2013
Marina High School 1986 — 1990
High School Diploma, General Studies
Golden West College
Richard Harbin Richard Harbin's Professional Business Bank Experience September 2006 - July 2009
Job Vice President at Community Bank
Industry Banking
Experience
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Casey Weiant Casey Weiant's Professional Business Bank Experience April 2008 - May 2012
Job Vice President/Cash Management Officer/Facilities Manager at Bank of Manhattan N.A.
Industry Banking
Experience
Bank of Manhattan N.A. January 2015 - Present
Bank of Manhattan May 2012 - January 2015
Professional Business Bank April 2008 - May 2012
Professional Business Bank June 2006 - April 2008
Abercrombie & Fitch October 2004 - February 2007
Business Bank of California June 2003 - August 2004
Skills
Customer Service, Financial Analysis, Sales, Banking, Loans, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Marketing, Cash Management, Commercial Lending, Loan Origination, Management, Mortgage Lending, Commercial Mortgages
Education
University of California, Riverside 2004 — 2008
B.A.
Bank of Manhattan N.A. January 2015 - Present
Bank of Manhattan May 2012 - January 2015
Professional Business Bank April 2008 - May 2012
Professional Business Bank June 2006 - April 2008
Abercrombie & Fitch October 2004 - February 2007
Business Bank of California June 2003 - August 2004
Skills
Customer Service, Financial Analysis, Sales, Banking, Loans, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Marketing, Cash Management, Commercial Lending, Loan Origination, Management, Mortgage Lending, Commercial Mortgages
Education
University of California, Riverside 2004 — 2008
B.A.
Danelle Thomsen Danelle Thomsen's Professional Business Bank Experience December 2007 - October 2009
Job Experienced financial executive
Industry Accounting
Experience
Foothills Bank March 2014 - Present
Banc of California February 2013 - March 2014
Bank of Manhattan October 2012 - February 2013
Bank of Manhattan (formerly Professional Business Bank) October 2009 - November 2012
FENG 2012 - 2012
Professional Business Bank December 2007 - October 2009
Fieldstone Communities March 2004 - April 2007
TL Fabrications, LP 2007 - 2007
Lewis Operating Corp. September 2002 - March 2004
RSM McGladrey 1995 - 2002
Skills
Auditing, Forecasting, Cash Management, Accounting, Financial Reporting
Education
California State Polytechnic University-Pomona 1992 — 1995
Accounting and Finance
Foothills Bank March 2014 - Present
Banc of California February 2013 - March 2014
Bank of Manhattan October 2012 - February 2013
Bank of Manhattan (formerly Professional Business Bank) October 2009 - November 2012
FENG 2012 - 2012
Professional Business Bank December 2007 - October 2009
Fieldstone Communities March 2004 - April 2007
TL Fabrications, LP 2007 - 2007
Lewis Operating Corp. September 2002 - March 2004
RSM McGladrey 1995 - 2002
Skills
Auditing, Forecasting, Cash Management, Accounting, Financial Reporting
Education
California State Polytechnic University-Pomona 1992 — 1995
Accounting and Finance
Megan (Goodchild) Cernoch Megan (Goodchild) Cernoch's Professional Business Bank Experience October 2010 - February 2012
Job Analyst, Client Relations
Industry Investment Management
Experience
Oaktree Capital Management December 2012 - Present
Professional Business Bank October 2010 - February 2012
CBRE Global Investors September 2006 - October 2010
GIC Real Estate June 2005 - September 2006
Education
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), English Literature
Oaktree Capital Management December 2012 - Present
Professional Business Bank October 2010 - February 2012
CBRE Global Investors September 2006 - October 2010
GIC Real Estate June 2005 - September 2006
Education
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), English Literature
Jonathan (Jon) Matalon Jonathan (Jon) Matalon's Professional Business Bank Experience March 2001 - June 2006
Job EVP \ CFO at National Bank of California
Industry Banking
Experience
National Bank of California October 2010 - Present
California General Bank, N.A. June 2006 - October 2010
Professional Business Bank March 2001 - June 2006
First State Bank of Southern California August 1990 - February 2001
Sears Savings Bank 1983 - 1989
Touche Ross & Co. 1976 - 1980
Skills
Finance, Banking, Financial Reporting, Accounting, Financial Analysis, Cash Management, Managerial Finance, Commercial Lending, Auditing, Commercial Banking, Financial Institutions, Budgets, Risk Management, Executive Management, Loans, SEC filings, Mergers & Acquisitions, Credit, Leadership, Credit Analysis, Mortgage Lending, CPA, Investments, Portfolio Management, Lines Of Credit, Retail Banking, Credit Risk, Small Business Lending, Asset Management, Asset Based Lending, Financial Services, Financial Risk, Financial Modeling, Internet Banking, Strategic Financial..., Private Banking, Cash Flow, SBA, Due Diligence, Treasury Management, Underwriting, Corporate Finance, Operational Risk, AML, Private Equity, Sarbanes-Oxley Act, Internal Audit, Budgeting, Financial Management, Administration
Education
University of Southern California 1974 — 1976
BS, Business Administration
National Bank of California October 2010 - Present
California General Bank, N.A. June 2006 - October 2010
Professional Business Bank March 2001 - June 2006
First State Bank of Southern California August 1990 - February 2001
Sears Savings Bank 1983 - 1989
Touche Ross & Co. 1976 - 1980
Skills
Finance, Banking, Financial Reporting, Accounting, Financial Analysis, Cash Management, Managerial Finance, Commercial Lending, Auditing, Commercial Banking, Financial Institutions, Budgets, Risk Management, Executive Management, Loans, SEC filings, Mergers & Acquisitions, Credit, Leadership, Credit Analysis, Mortgage Lending, CPA, Investments, Portfolio Management, Lines Of Credit, Retail Banking, Credit Risk, Small Business Lending, Asset Management, Asset Based Lending, Financial Services, Financial Risk, Financial Modeling, Internet Banking, Strategic Financial..., Private Banking, Cash Flow, SBA, Due Diligence, Treasury Management, Underwriting, Corporate Finance, Operational Risk, AML, Private Equity, Sarbanes-Oxley Act, Internal Audit, Budgeting, Financial Management, Administration
Education
University of Southern California 1974 — 1976
BS, Business Administration
Richard Harbin Richard Harbin's Professional Business Bank Experience VPFirst Private Bank & Trust2009 - 2009
Job First VP at Professional Business Bank
Industry Banking
Experience
Professional Business Bank VPFirst Private Bank & Trust2009 - 2009
Capital Business Credit 2005 - 2006
Education
California State University-Northridge 1981 — 1984
Professional Business Bank VPFirst Private Bank & Trust2009 - 2009
Capital Business Credit 2005 - 2006
Education
California State University-Northridge 1981 — 1984
Doug Webb's Professional Business Bank Experience November 2001 - May 2012
Job Senior Vice President at Bank of Manhattan
Industry Banking
Experience
Bank of Manhattan November 2001 - Present
Professional Business Bank November 2001 - May 2012
Citizens Business Bank May 2000 - November 2001
Bank of America - Private Bank November 1999 - May 2000
Community Bank November 1988 - November 1999
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Loan Origination, Asset Based Lending, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Cash Management, SBA
Education
University of Southern California - Marshall School of Business 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Pepperdine University 1983 — 1986
MBA, Business Administration and Management, General
Bank of Manhattan November 2001 - Present
Professional Business Bank November 2001 - May 2012
Citizens Business Bank May 2000 - November 2001
Bank of America - Private Bank November 1999 - May 2000
Community Bank November 1988 - November 1999
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Loan Origination, Asset Based Lending, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Cash Management, SBA
Education
University of Southern California - Marshall School of Business 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Pepperdine University 1983 — 1986
MBA, Business Administration and Management, General
John Nerland's Professional Business Bank Experience February 2011 - May 2012
Job President & Chief Credit Officer at Bank of Manhattan
Industry Banking
Experience
Bank of Manhattan May 2012 - Present
Professional Business Bank February 2011 - May 2012
California Oaks State Bank August 2007 - December 2010
The Vintage Bank 2006 - 2007
Solano Bank 2002 - 2006
Civic Bank of Commerce 1999 - 2002
Westamerica Bank 1986 - 1999
Education
San Francisco State University 1990 — 1993
MBA, Marketing
Arizona State University 1982 — 1986
B.S., Finance
Bank of Manhattan May 2012 - Present
Professional Business Bank February 2011 - May 2012
California Oaks State Bank August 2007 - December 2010
The Vintage Bank 2006 - 2007
Solano Bank 2002 - 2006
Civic Bank of Commerce 1999 - 2002
Westamerica Bank 1986 - 1999
Education
San Francisco State University 1990 — 1993
MBA, Marketing
Arizona State University 1982 — 1986
B.S., Finance
James Westfall's Professional Business Bank Experience October 2008 - June 2011
Job Chief Financial Officer at Professional Business Bank
Industry Financial Services
Experience
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Skills
Banking, Loans, Funds Transfer Pricing, Interest Rate Risk..., Commercial Banking, Treasury Management, Financial Modeling, Asset Based Lending, Financial Analysis, Commercial Lending, Risk Management, Corporate Finance, Strategic Financial..., Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Portfolio Management, Financial Reporting, Credit
Education
The University of Chicago - Booth School of Business 1974 — 1976
Master of Business Administration (MBA), Finance & Accounting
Duke University 1970 — 1974
BA, Economics
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Skills
Banking, Loans, Funds Transfer Pricing, Interest Rate Risk..., Commercial Banking, Treasury Management, Financial Modeling, Asset Based Lending, Financial Analysis, Commercial Lending, Risk Management, Corporate Finance, Strategic Financial..., Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Portfolio Management, Financial Reporting, Credit
Education
The University of Chicago - Booth School of Business 1974 — 1976
Master of Business Administration (MBA), Finance & Accounting
Duke University 1970 — 1974
BA, Economics
Karen Nishimura-Heyano's Professional Business Bank Experience Commercial Credit AnalystCentral Valley Community BankJune 2002 - March 2007
Job Assistant Vice President/Underwriter at Professional Business Bank
Industry Banking
Experience
Professional Business Bank Commercial Credit AnalystCentral Valley Community BankJune 2002 - March 2007
Education
California State University, Fresno 1986 — 1991
BA
Professional Business Bank Commercial Credit AnalystCentral Valley Community BankJune 2002 - March 2007
Education
California State University, Fresno 1986 — 1991
BA
Jim Westfall's Professional Business Bank Experience October 2008 - June 2011
Job CFO at Professional Business Bank
Industry Banking
Experience
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Itel Corp. May 1978 - October 1983
Skills
Financial Analysis, Cash Management, Mergers, Corporate Finance, Financial Modeling, Banking, Budgets, Capital Markets, Mergers & Acquisitions, Risk Management, Credit, Investments, Strategic Financial..., Portfolio Management, Business Strategy, Loans, Treasury Management, Commercial Banking
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
Duke University 1970 — 1974
B.A., Economics
Professional Business Bank October 2008 - June 2011
Greater Bay Bank May 2004 - November 2007
Chela Financial April 2000 - April 2004
Bank of America October 1983 - January 1999
Itel Corp. May 1978 - October 1983
Skills
Financial Analysis, Cash Management, Mergers, Corporate Finance, Financial Modeling, Banking, Budgets, Capital Markets, Mergers & Acquisitions, Risk Management, Credit, Investments, Strategic Financial..., Portfolio Management, Business Strategy, Loans, Treasury Management, Commercial Banking
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
Duke University 1970 — 1974
B.A., Economics
Dave Weiant's Professional Business Bank Experience June 2006 - May 2007
Job SVP CLO at Provident Bank
Industry Banking
Experience
Provident Bank June 2007 - Present
Provident Bank June 2007 - Present
Professional Business Bank June 2006 - May 2007
Southwest Community Bank April 2005 - June 2006
Vineyard Bank 2005 - 2005
Business Bank Of California 2000 - 2005
Foothill Independent Bank January 1998 - January 2000
BNC National Bank January 1997 - January 1998
Commerce Bank January 1990 - January 1997
Tri-Star Financial Services (Sold to Commerce Bank) January 1990 - January 1996
Skills
Commercial Lending, Commercial Banking, Retail Banking, Credit Risk, Loans, Mortgage Lending, Credit, Business Development, Management, Underwriting, Leadership, Consumer Lending, Portfolio Management, Banking, Lines Of Credit, Small Business Lending, Asset Based Lending, Business Planning, Marketing, Finance, Construction Loans, Financial Services, Mergers & Acquisitions, Loan Origination, Real Estate, Commercial Mortgages, SBA, Credit Analysis, Private Banking, Loan Servicing, Mortgage Banking
Education
University of Washington 2004 — 2006
Banking, PCBS Graduate
Rutgers University School of Law - Camden 1984 — 1988
Economics & Law
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Provident Bank June 2007 - Present
Provident Bank June 2007 - Present
Professional Business Bank June 2006 - May 2007
Southwest Community Bank April 2005 - June 2006
Vineyard Bank 2005 - 2005
Business Bank Of California 2000 - 2005
Foothill Independent Bank January 1998 - January 2000
BNC National Bank January 1997 - January 1998
Commerce Bank January 1990 - January 1997
Tri-Star Financial Services (Sold to Commerce Bank) January 1990 - January 1996
Skills
Commercial Lending, Commercial Banking, Retail Banking, Credit Risk, Loans, Mortgage Lending, Credit, Business Development, Management, Underwriting, Leadership, Consumer Lending, Portfolio Management, Banking, Lines Of Credit, Small Business Lending, Asset Based Lending, Business Planning, Marketing, Finance, Construction Loans, Financial Services, Mergers & Acquisitions, Loan Origination, Real Estate, Commercial Mortgages, SBA, Credit Analysis, Private Banking, Loan Servicing, Mortgage Banking
Education
University of Washington 2004 — 2006
Banking, PCBS Graduate
Rutgers University School of Law - Camden 1984 — 1988
Economics & Law
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Sonia Lomeli Garcia's Professional Business Bank Experience July 2008 - October 2009
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
Norman Broyer's Professional Business Bank Experience November 2001 - May 2009
Job President at Bulldog Brokers, Inc.
Industry Banking
Experience
Bulldog Brokers, Inc. August 2015 - Present
First Bank October 2009 - Present
Norm Broyer May 2009 - February 2010
Professional Business Bank November 2001 - May 2009
First Bank and Trust January 1999 - November 2001
Skills
Loans, Commercial Lending, Commercial Banking, Commercial Mortgages, Small Business Lending, Banking, Credit Analysis, Credit, Loan Origination, Portfolio Management, Asset Based Lending, Mergers & Acquisitions, Credit Risk, Risk Management, Structured Finance, Retail Banking, Private Banking, Residential Mortgages, New Business Development, Management, Consulting, Sarbanes-Oxley, Leadership, Change Management, Cash Management, Financial Structuring, Mortgage Banking, Consumer Lending, Finance
Education
University of California, Berkeley, Haas School of Business 1961 — 1964
BS, Business
University of California, Berkeley, Haas School of Business 1961 — 1964
BS, Business
Bulldog Brokers, Inc. August 2015 - Present
First Bank October 2009 - Present
Norm Broyer May 2009 - February 2010
Professional Business Bank November 2001 - May 2009
First Bank and Trust January 1999 - November 2001
Skills
Loans, Commercial Lending, Commercial Banking, Commercial Mortgages, Small Business Lending, Banking, Credit Analysis, Credit, Loan Origination, Portfolio Management, Asset Based Lending, Mergers & Acquisitions, Credit Risk, Risk Management, Structured Finance, Retail Banking, Private Banking, Residential Mortgages, New Business Development, Management, Consulting, Sarbanes-Oxley, Leadership, Change Management, Cash Management, Financial Structuring, Mortgage Banking, Consumer Lending, Finance
Education
University of California, Berkeley, Haas School of Business 1961 — 1964
BS, Business
University of California, Berkeley, Haas School of Business 1961 — 1964
BS, Business
Edwin Fix's Professional Business Bank Experience 2005 - 2008
Job Consultant at Ed Fix, Inc.
Industry Banking
Experience
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Scott Whitfield's Professional Business Bank Experience December 2005 - November 2008
Job Senior Vice President at Plaza Bank
Industry Banking
Experience
Plaza Bank June 2009 - Present
Professional Business Bank December 2005 - November 2008
Education
James Madison University 1987 — 1991
B.A., Business
Plaza Bank June 2009 - Present
Professional Business Bank December 2005 - November 2008
Education
James Madison University 1987 — 1991
B.A., Business
Karen S. Nishimura's Professional Business Bank Experience March 2007 - July 2009
Job Commercial Lender at Bank of the Sierra
Industry Banking
Experience
Bank of the Sierra July 2014 - Present
RMA Fresno Chapter August 2013 - Present
Premier Valley Bank March 2013 - July 2014
Suncrest Bank January 2012 - March 2013
Suncrest Bank October 2009 - January 2012
Professional Business Bank March 2007 - July 2009
Central Valley Community Bank July 2002 - March 2007
Skills
Notary Public, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Asset Based Lending, Commercial Mortgages, SBA, Banking, Construction Loans, Credit, Customer Service, Lines Of Credit, Loan Origination, Loan Servicing, Real Estate Financing, Underwriting, Commercial Banking
Education
California State University, Fresno 1986 — 1991
BA, Psychology
Bank of the Sierra July 2014 - Present
RMA Fresno Chapter August 2013 - Present
Premier Valley Bank March 2013 - July 2014
Suncrest Bank January 2012 - March 2013
Suncrest Bank October 2009 - January 2012
Professional Business Bank March 2007 - July 2009
Central Valley Community Bank July 2002 - March 2007
Skills
Notary Public, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Asset Based Lending, Commercial Mortgages, SBA, Banking, Construction Loans, Credit, Customer Service, Lines Of Credit, Loan Origination, Loan Servicing, Real Estate Financing, Underwriting, Commercial Banking
Education
California State University, Fresno 1986 — 1991
BA, Psychology
Lorena de la Torre's Professional Business Bank Experience August 2005 - August 2010
Job Account Manager at AFordable Billing Solution
Industry Banking
Experience
A-Fordable Billing Solution November 2013 - Present
AmericanWest Bank August 2011 - October 2013
Professional Business Bank August 2005 - August 2010
Metrobank/Comerica 1988 - 2008
Citizens Business Bank October 2002 - August 2005
East West Bank January 1998 - October 2002
Prime Bank /Eastwest Bank 1998 - 2002
Metrobank/Prime Bank/East West Bank 1996 - 2002
Skills
Loans, Banking, New Business Development, Cash Management, Mortgage Lending, Customer Service, Credit Analysis, Retail Banking, Commercial Banking, Credit, CRM, Commercial Lending
Education
Santa Monica College 1987 — 1989
Business Management
Saint Monica High School 1981 — 1985
general
A-Fordable Billing Solution November 2013 - Present
AmericanWest Bank August 2011 - October 2013
Professional Business Bank August 2005 - August 2010
Metrobank/Comerica 1988 - 2008
Citizens Business Bank October 2002 - August 2005
East West Bank January 1998 - October 2002
Prime Bank /Eastwest Bank 1998 - 2002
Metrobank/Prime Bank/East West Bank 1996 - 2002
Skills
Loans, Banking, New Business Development, Cash Management, Mortgage Lending, Customer Service, Credit Analysis, Retail Banking, Commercial Banking, Credit, CRM, Commercial Lending
Education
Santa Monica College 1987 — 1989
Business Management
Saint Monica High School 1981 — 1985
general
JAZMIN PEGERON's Professional Business Bank Experience August 2007 - December 2010
Job TELLER I at OneWest Bank
Industry Banking
Experience
OneWest Bank November 2011 - Present
Professional Business Bank August 2007 - December 2010
Pacific Western Bank February 2005 - August 2007
California Federal Bank, FSB October 2002 - July 2003
Education
Glendale Community College 2010 — 2011
Associate's degree in progress, Business Administration
OneWest Bank November 2011 - Present
Professional Business Bank August 2007 - December 2010
Pacific Western Bank February 2005 - August 2007
California Federal Bank, FSB October 2002 - July 2003
Education
Glendale Community College 2010 — 2011
Associate's degree in progress, Business Administration