Regents Bank
Regents Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Regents Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Regents Bank Salaries. You can even request information on how much does Regents Bank pay if you want to. Learn about salaries, pros and cons of working for Regents Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
33 Regents Bank employees in database. Find out everything there's to know about Regents 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.
Regents Bank Employees
Employee
Years
Job
Industry
Stephen Friedman Stephen Friedman's Regents Bank Experience December 2009 - Present
Job EVP/Regional Manager at Regents Bank
Industry Banking
Experience
Regents Bank December 2009 - Present
CommerceWest Bank July 2009 - December 2009
Discovery Bank January 2004 - July 2009
Jody's Baking Company March 1999 - May 2004
The Westwind Group January 1997 - August 1998
Bruegger's Bagels July 1993 - December 1996
First National Bank of Boston July 1987 - June 1993
Skills
Loans, Banking, Credit, Cash Management, Commercial Lending
Education
University of Colorado Boulder 2007 — 2009
Graduate Banking Degree, Banking
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science
Regents Bank December 2009 - Present
CommerceWest Bank July 2009 - December 2009
Discovery Bank January 2004 - July 2009
Jody's Baking Company March 1999 - May 2004
The Westwind Group January 1997 - August 1998
Bruegger's Bagels July 1993 - December 1996
First National Bank of Boston July 1987 - June 1993
Skills
Loans, Banking, Credit, Cash Management, Commercial Lending
Education
University of Colorado Boulder 2007 — 2009
Graduate Banking Degree, Banking
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science
Monte Schwartz Monte Schwartz's Regents Bank Experience September 2001 - November 2013
Job Principal at Blakemore Holdings Inc.
Industry Financial Services
Experience
Blakemore Holdings Inc. July 2014 - Present
Regents Bank September 2001 - November 2013
Regents Bank August 2001 - November 2013
Skills
Loans, Banking, Portfolio Management, Credit, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Financial Services, Credit Analysis, Commercial Mortgages, Financial Modeling, Finance, Underwriting, Mergers & Acquisitions, Cash Management, Mortgage Lending, Financial Planning, Small Business Lending, Strategy
Education
Central Washington University
Business Administration and Management, General
Kamiakin High School
Blakemore Holdings Inc. July 2014 - Present
Regents Bank September 2001 - November 2013
Regents Bank August 2001 - November 2013
Skills
Loans, Banking, Portfolio Management, Credit, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Financial Services, Credit Analysis, Commercial Mortgages, Financial Modeling, Finance, Underwriting, Mergers & Acquisitions, Cash Management, Mortgage Lending, Financial Planning, Small Business Lending, Strategy
Education
Central Washington University
Business Administration and Management, General
Kamiakin High School
Brian J Smith Brian J Smith's Regents Bank Experience February 2011 - May 2012
Job VP Sr Relationship Manager Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Comerica Bank May 2012 - June 2013
Regents Bank February 2011 - May 2012
Sunwest Bank December 2009 - March 2011
Security Business Bank September 2004 - July 2009
Southwest Community Bank March 2002 - August 2004
southwest community bank 2002 - 2004
Skills
Commercial Lending, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Financial Analysis, Credit, Investments, Business Development, CRM, Financial Risk, Finance, Consumer Lending, Insurance, Relationship Management, Cash Management, Asset Based Lending, Risk Management, Underwriting, Management, Lines Of Credit, Accounting, Credit Risk, Loan Origination, Small Business, Leadership, Commercial Mortgages, Sales, Construction Loans, Financial Structuring, SBA, Mortgage Lending
Education
Pacific Coast Banking School 2002 — 2005
Banking Administration, Finance and Leadership
Colorado State University 1983 — 1989
Bachelor of Science, Business Administration.
JPMorgan Chase September 2013 - Present
Comerica Bank May 2012 - June 2013
Regents Bank February 2011 - May 2012
Sunwest Bank December 2009 - March 2011
Security Business Bank September 2004 - July 2009
Southwest Community Bank March 2002 - August 2004
southwest community bank 2002 - 2004
Skills
Commercial Lending, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Financial Analysis, Credit, Investments, Business Development, CRM, Financial Risk, Finance, Consumer Lending, Insurance, Relationship Management, Cash Management, Asset Based Lending, Risk Management, Underwriting, Management, Lines Of Credit, Accounting, Credit Risk, Loan Origination, Small Business, Leadership, Commercial Mortgages, Sales, Construction Loans, Financial Structuring, SBA, Mortgage Lending
Education
Pacific Coast Banking School 2002 — 2005
Banking Administration, Finance and Leadership
Colorado State University 1983 — 1989
Bachelor of Science, Business Administration.
Greg Usselman's Regents Bank Experience October 2005 - February 2015
Job Manager Portland Commercial Banking Center at Banner Bank
Industry Banking
Experience
Banner Bank February 2015 - Present
Regents Bank October 2005 - February 2015
Education
Pacific Coast Banking School 2003 — 2005
Banking Administration, Finance and Leadership
University of San Diego 1990 — 1992
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Banner Bank February 2015 - Present
Regents Bank October 2005 - February 2015
Education
Pacific Coast Banking School 2003 — 2005
Banking Administration, Finance and Leadership
University of San Diego 1990 — 1992
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Jessica Cromwell's Regents Bank Experience 2006 - 2010
Job Dir. Sales & Events at Search Engine Journal
Industry Marketing and Advertising
Experience
Search Engine Journal September 2013 - Present
Alpha Brand Media September 2013 - Present
Ballast Point Brewing & Spirits September 2013 - July 2014
High Dive Inc. 2008 - 2013
Regents Bank 2006 - 2010
Skills
Event Planning, Customer Service, Executive Support, Creative Writing, Team Leadership, Digital Marketing, SEO, Social Media, Online Publishing, WordPress, Aweber, POS, Bartending, Small Business, Photoshop, Team Management, Business Planning, Long-term Customer..., Wedding Planning, Google Analytics, Management, Sales, Brand Development, Marketing Strategy, Online Marketing, Social Media Marketing, Public Relations, Online Advertising, Digital Media, Photography, Executive Management, Bar Management
Education
San Diego State University-California State University 2002 — 2008
Bachelor of Business Administration (BBA), Marketing
University of California, San Diego
Creative Writing
Foundation for International Education
Film Literature
Search Engine Journal September 2013 - Present
Alpha Brand Media September 2013 - Present
Ballast Point Brewing & Spirits September 2013 - July 2014
High Dive Inc. 2008 - 2013
Regents Bank 2006 - 2010
Skills
Event Planning, Customer Service, Executive Support, Creative Writing, Team Leadership, Digital Marketing, SEO, Social Media, Online Publishing, WordPress, Aweber, POS, Bartending, Small Business, Photoshop, Team Management, Business Planning, Long-term Customer..., Wedding Planning, Google Analytics, Management, Sales, Brand Development, Marketing Strategy, Online Marketing, Social Media Marketing, Public Relations, Online Advertising, Digital Media, Photography, Executive Management, Bar Management
Education
San Diego State University-California State University 2002 — 2008
Bachelor of Business Administration (BBA), Marketing
University of California, San Diego
Creative Writing
Foundation for International Education
Film Literature
Jessica Mattly Jessica Mattly's Regents Bank Experience February 2005 - August 2009
Job Coordinaton | Training and Development | Project Management
Industry Human Resources
Experience
Hilton Worldwide December 2014 - Present
University of Phoenix August 2011 - November 2014
Rady Children's Hospital August 2009 - June 2012
Regents Bank February 2005 - August 2009
Skills
Industry experience in..., Core competencies in..., Technologically savvy..., Training, Team Leadership, Community Outreach, Career Counseling, Public Speaking, Healthcare
Education
University of Phoenix-San Diego Campus 2011 — 2012
Master of Business Administration (MBA)
California State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Hilton Worldwide December 2014 - Present
University of Phoenix August 2011 - November 2014
Rady Children's Hospital August 2009 - June 2012
Regents Bank February 2005 - August 2009
Skills
Industry experience in..., Core competencies in..., Technologically savvy..., Training, Team Leadership, Community Outreach, Career Counseling, Public Speaking, Healthcare
Education
University of Phoenix-San Diego Campus 2011 — 2012
Master of Business Administration (MBA)
California State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Josselyn Ambrose Josselyn Ambrose's Regents Bank Experience December 2009 - October 2010
Job Closing Analyst at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance June 2014 - Present
San Diego Private Bank October 2010 - May 2013
Regents Bank December 2009 - October 2010
San Diego National Bank February 2000 - May 2009
Education
Southwestern College
Business & Social Worker
CDC Small Business Finance June 2014 - Present
San Diego Private Bank October 2010 - May 2013
Regents Bank December 2009 - October 2010
San Diego National Bank February 2000 - May 2009
Education
Southwestern College
Business & Social Worker
Steven D. Sefton Steven D. Sefton's Regents Bank Experience May 2012 - Present
Job President and CEO of Regents Bank
Industry Banking
Experience
Regents Bank May 2012 - Present
Citizens Business Bank June 2008 - May 2012
Mellon 1st Business Bank June 1995 - June 2008
Sanwa Bank June 1991 - June 1995
City National Bank July 1984 - June 1991
Skills
Banking, Credit, Portfolio Management, Loans, Financial Analysis, Strategic Planning, Business Analysis, Negotiation, Coaching, Commercial Lending, New Business Development, Risk Management, Cash Management, Leadership, Small Business, Small Business Lending, Credit Analysis, Entrepreneurship, Commercial Banking, Finance, Investments, Corporate Finance, Management, Real Estate, Financial Modeling
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance - Banking
Regents Bank May 2012 - Present
Citizens Business Bank June 2008 - May 2012
Mellon 1st Business Bank June 1995 - June 2008
Sanwa Bank June 1991 - June 1995
City National Bank July 1984 - June 1991
Skills
Banking, Credit, Portfolio Management, Loans, Financial Analysis, Strategic Planning, Business Analysis, Negotiation, Coaching, Commercial Lending, New Business Development, Risk Management, Cash Management, Leadership, Small Business, Small Business Lending, Credit Analysis, Entrepreneurship, Commercial Banking, Finance, Investments, Corporate Finance, Management, Real Estate, Financial Modeling
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance - Banking
Paul Cable Paul Cable's Regents Bank Experience March 2013 - Present
Job EVP/CFO at Coast National Bank
Industry Banking
Experience
Coast National Bank September 2013 - Present
Regents Bank March 2013 - Present
California Community Bank May 2012 - March 2013
Coronado First Bank January 2005 - December 2011
Cuyamaca Bank November 1999 - October 2004
Valle de Oro Bank, N.A. January 1995 - October 1999
Skills
Excel (macro level), Word, Accounting, Budgets, Account Reconciliation, Auditing, Corporate Finance, Finance, Financial Analysis, Management, Investments, Financial Reporting, Banking, Risk Management, Mergers & Acquisitions, Microsoft Word
Education
National University 1981 — 1982
MBA, Accounting
California Lutheran University 1970 — 1972
Bachelor of Arts, Business Adm & History
Coast National Bank September 2013 - Present
Regents Bank March 2013 - Present
California Community Bank May 2012 - March 2013
Coronado First Bank January 2005 - December 2011
Cuyamaca Bank November 1999 - October 2004
Valle de Oro Bank, N.A. January 1995 - October 1999
Skills
Excel (macro level), Word, Accounting, Budgets, Account Reconciliation, Auditing, Corporate Finance, Finance, Financial Analysis, Management, Investments, Financial Reporting, Banking, Risk Management, Mergers & Acquisitions, Microsoft Word
Education
National University 1981 — 1982
MBA, Accounting
California Lutheran University 1970 — 1972
Bachelor of Arts, Business Adm & History
Tori Cox's Regents Bank Experience June 2011 - Present
Job Credit Analyst at Regents Bank
Industry Accounting
Experience
Regents Bank June 2011 - Present
Ulta Cosmetics October 2008 - August 2010
Diversified Creditors Service, Inc April 2007 - April 2008
Skills
Data Entry, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Teamwork, Research, QuickBooks, Customer Service, Public Speaking, Outlook, Financial Reporting, Tax, Financial Analysis, Accounts Payable, Time Management, Tax Preparation, Auditing
Education
Washington State University 2008 — 2011
Bachelor of Arts, Business Administration; Accounting; Management and Operations
Clark College 2006 — 2008
Associate of Arts Degree, Transfer
Regents Bank June 2011 - Present
Ulta Cosmetics October 2008 - August 2010
Diversified Creditors Service, Inc April 2007 - April 2008
Skills
Data Entry, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Teamwork, Research, QuickBooks, Customer Service, Public Speaking, Outlook, Financial Reporting, Tax, Financial Analysis, Accounts Payable, Time Management, Tax Preparation, Auditing
Education
Washington State University 2008 — 2011
Bachelor of Arts, Business Administration; Accounting; Management and Operations
Clark College 2006 — 2008
Associate of Arts Degree, Transfer
Sean Puckett's Regents Bank Experience November 2011 - Present
Job Senior Vice President at Regents Bank
Industry Banking
Experience
Regents Bank November 2011 - Present
STAR (Strategic Trusted Advisors Roundtable) 2009 - Present
California Bank & Trust July 2007 - November 2011
Union Bank of California 2001 - 2007
Paychex 1999 - 2001
Skills
Private Equity, Professional Services, Distributors, Manufacturing, Wholesale, Subcontracting, Commercial Banking, Loans, Commercial Lending, Banking, Credit, Portfolio Management, Commercial Mortgages, Lines Of Credit, Strategy, Management, Retirement Planning, Finance, Small Business, Mortgage Banking, Risk Management, Financial Analysis, Real Estate, Mergers & Acquisitions, Investments, Leadership, Executive Management, Credit Analysis, SBA, Mortgage Lending, Underwriting, Sales, Entrepreneurship, Consumer Lending
Education
University of San Diego 1993 — 1997
B.A., Speech Communications
Kubasaki High School - Okinawa, Japan
Regents Bank November 2011 - Present
STAR (Strategic Trusted Advisors Roundtable) 2009 - Present
California Bank & Trust July 2007 - November 2011
Union Bank of California 2001 - 2007
Paychex 1999 - 2001
Skills
Private Equity, Professional Services, Distributors, Manufacturing, Wholesale, Subcontracting, Commercial Banking, Loans, Commercial Lending, Banking, Credit, Portfolio Management, Commercial Mortgages, Lines Of Credit, Strategy, Management, Retirement Planning, Finance, Small Business, Mortgage Banking, Risk Management, Financial Analysis, Real Estate, Mergers & Acquisitions, Investments, Leadership, Executive Management, Credit Analysis, SBA, Mortgage Lending, Underwriting, Sales, Entrepreneurship, Consumer Lending
Education
University of San Diego 1993 — 1997
B.A., Speech Communications
Kubasaki High School - Okinawa, Japan
Jay Hibert Jay Hibert's Regents Bank Experience January 2002 - May 2009
Job President at Market Street Homes and Market Street Financial Solutions
Industry Real Estate
Experience
Market Street Homes, Market Street Financial Solutions February 2015 - Present
Market Street Financial Solutions May 2009 - Present
Hammer coaching 1991 - 2014
Regents Bank January 2002 - May 2009
Mellon Bank 1998 - 2002
Union Bank 1988 - 1998
Bank of America 1985 - 1987
Skills
Commercial Real Estate, Banking, Loans, Business Development, Finance, Real Estate Financing, Strategy, Corporate Law, Real Estate Transactions, Mortgage Banking, Asset Based Lending, Investors, Commercial Mortgages, Funding, Small Business, Investments, Private Equity, Coaching, Commercial Banking, Disposition, Portfolio Management, Mergers & Acquisitions, Asset Management, Underwriting, Brokerage, FHA, Consulting, Real Estate, Refinance, Loan Origination, Real Estate Economics, Financial Structuring, Due Diligence, Real Estate Development, Financial Analysis, Commercial Lending, Credit Analysis, Credit, Valuation, Executive Management, Small Business Lending, Mortgage Lending, Investment Properties
Education
Pomona College 1981 — 1985
BA, Philosophy, Economics, Finance
Point Loma High 1978 — 1981
Market Street Homes, Market Street Financial Solutions February 2015 - Present
Market Street Financial Solutions May 2009 - Present
Hammer coaching 1991 - 2014
Regents Bank January 2002 - May 2009
Mellon Bank 1998 - 2002
Union Bank 1988 - 1998
Bank of America 1985 - 1987
Skills
Commercial Real Estate, Banking, Loans, Business Development, Finance, Real Estate Financing, Strategy, Corporate Law, Real Estate Transactions, Mortgage Banking, Asset Based Lending, Investors, Commercial Mortgages, Funding, Small Business, Investments, Private Equity, Coaching, Commercial Banking, Disposition, Portfolio Management, Mergers & Acquisitions, Asset Management, Underwriting, Brokerage, FHA, Consulting, Real Estate, Refinance, Loan Origination, Real Estate Economics, Financial Structuring, Due Diligence, Real Estate Development, Financial Analysis, Commercial Lending, Credit Analysis, Credit, Valuation, Executive Management, Small Business Lending, Mortgage Lending, Investment Properties
Education
Pomona College 1981 — 1985
BA, Philosophy, Economics, Finance
Point Loma High 1978 — 1981
Amber Santos Amber Santos's Regents Bank Experience March 2013 - Present
Job AVP, Executive Administrative Officer at Regents Bank
Industry Banking
Experience
Regents Bank March 2013 - Present
AmericanWest Bank September 2011 - February 2013
Sunrise Bank October 2002 - September 2011
First National Bank 1991 - 2002
Skills
Graphic Design, Event Planning, Advertising Management, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Banking, Advertising, Customer Service, Strategic Planning, Team Building, Management, Leadership
Education
University of Phoenix 1998 — 2000
Bachelors, Business Marketing
San Diego State University-California State University 1991 — 1993
General Education
Regents Bank March 2013 - Present
AmericanWest Bank September 2011 - February 2013
Sunrise Bank October 2002 - September 2011
First National Bank 1991 - 2002
Skills
Graphic Design, Event Planning, Advertising Management, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Banking, Advertising, Customer Service, Strategic Planning, Team Building, Management, Leadership
Education
University of Phoenix 1998 — 2000
Bachelors, Business Marketing
San Diego State University-California State University 1991 — 1993
General Education
Devon Richardson Devon Richardson's Regents Bank Experience 2014 - Present
Job Vice President/Relationship Manager at Regents Bank
Industry Banking
Experience
Regents Bank 2014 - Present
California Bank & Trust 1993 - 2013
Moonlight Cultural Foundation 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Lines Of Credit, SBA, Loans, Asset Based Lending, Consumer Lending, Credit Analysis, Construction Loans, Loan Origination, Cash Flow Lending, Branch Management, Deposits, Treasury Services, Middle Market, SBA 504, Private Banking, Treasury Management, Credit, Real Estate Financing, Mortgage Lending, Banking
Education
National University
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing and Finance
Regents Bank 2014 - Present
California Bank & Trust 1993 - 2013
Moonlight Cultural Foundation 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Lines Of Credit, SBA, Loans, Asset Based Lending, Consumer Lending, Credit Analysis, Construction Loans, Loan Origination, Cash Flow Lending, Branch Management, Deposits, Treasury Services, Middle Market, SBA 504, Private Banking, Treasury Management, Credit, Real Estate Financing, Mortgage Lending, Banking
Education
National University
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing and Finance
Rick King (Regents Bank N.A.) Rick King (Regents Bank N.A.)'s Regents Bank Experience September 2001 - Present
Job Senior Vice President at Regents Bank
Industry Banking
Experience
Regents Bank September 2001 - Present
Scripps Bank 1991 - 2001
Skills
Mortgage Marketing, Merchant Services, Factoring, Corporate Finance, Deposits, Credit, Loans, Commercial Lending, Commercial Banking
Education
SUNY Oswego
Business
Regents Bank September 2001 - Present
Scripps Bank 1991 - 2001
Skills
Mortgage Marketing, Merchant Services, Factoring, Corporate Finance, Deposits, Credit, Loans, Commercial Lending, Commercial Banking
Education
SUNY Oswego
Business
Dan Yates Dan Yates's Regents Bank Experience September 2001 - December 2012
Job President, CEO & Chairman at Neighborhood National Bank (A Nationally Chartered Bank)
Industry Banking
Experience
Neighborhood National Bank (A Nationally Chartered Bank) October 2013 - Present
National Technical Systems April 2003 - November 2013
Grandpoint Bank January 2012 - June 2013
Regents Bank September 2001 - December 2012
Mellon 1st Business Bank 1988 - 2000
Union Bank 1986 - 1988
Manufacturers Bank 1982 - 1988
Bank of America 1979 - 1982
Skills
Project Portfolio..., Loans, Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Cash Management, Executive Management, Mergers, Team Building, Commercial Lending, Entrepreneurship, Credit Analysis, Mergers & Acquisitions, Management Consulting, Due Diligence, Finance, Strategy, Mortgage Lending, Financial Services, Real Estate, Underwriting, New Business Development, Business Development, Strategic Planning, Management, Leadership, Investments, Strategic Financial..., Small Business, Corporate Finance, Financial Modeling, Private Equity, Business Planning, Asset Based Lending, Financial Risk, Venture Capital, Asset Management, Commercial Mortgages, Treasury Management, Loan Origination, Start-ups, Valuation, Financial Structuring, Funding, Lines Of Credit, Relationship Management, Strategic Partnerships, Small Business Lending
Education
San Diego State University-California State University 1980 — 1982
BA, Finance-Business Administration
Neighborhood National Bank (A Nationally Chartered Bank) October 2013 - Present
National Technical Systems April 2003 - November 2013
Grandpoint Bank January 2012 - June 2013
Regents Bank September 2001 - December 2012
Mellon 1st Business Bank 1988 - 2000
Union Bank 1986 - 1988
Manufacturers Bank 1982 - 1988
Bank of America 1979 - 1982
Skills
Project Portfolio..., Loans, Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Cash Management, Executive Management, Mergers, Team Building, Commercial Lending, Entrepreneurship, Credit Analysis, Mergers & Acquisitions, Management Consulting, Due Diligence, Finance, Strategy, Mortgage Lending, Financial Services, Real Estate, Underwriting, New Business Development, Business Development, Strategic Planning, Management, Leadership, Investments, Strategic Financial..., Small Business, Corporate Finance, Financial Modeling, Private Equity, Business Planning, Asset Based Lending, Financial Risk, Venture Capital, Asset Management, Commercial Mortgages, Treasury Management, Loan Origination, Start-ups, Valuation, Financial Structuring, Funding, Lines Of Credit, Relationship Management, Strategic Partnerships, Small Business Lending
Education
San Diego State University-California State University 1980 — 1982
BA, Finance-Business Administration
Gloria Conn Gloria Conn's Regents Bank Experience November 2005 - December 2006
Job Loan Processor at Regents Bank
Industry Banking
Experience
Regents Bank / Grandpoint Bank October 2013 - Present
Regents Bank / Grandpoint Bank July 2008 - October 2013
San Diego National Bank March 2007 - July 2008
Regents Bank November 2005 - December 2006
Borrego Springs Bank March 1998 - November 2005
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Microsoft Excel, Customer Service, Microsoft Office, Financial Services, Management, Loan Documentation, Loan Servicing, Quality Assurance, Loan Processing, Letters of Credit, Insurance Tracking, Employee Training, Procedure Development, HMDA, Laser Pro, Jack Henry, Leadership, Training, Participation, Software Documentation
Education
Grossmont College
Various BCG seminars
Regents Bank / Grandpoint Bank October 2013 - Present
Regents Bank / Grandpoint Bank July 2008 - October 2013
San Diego National Bank March 2007 - July 2008
Regents Bank November 2005 - December 2006
Borrego Springs Bank March 1998 - November 2005
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Microsoft Excel, Customer Service, Microsoft Office, Financial Services, Management, Loan Documentation, Loan Servicing, Quality Assurance, Loan Processing, Letters of Credit, Insurance Tracking, Employee Training, Procedure Development, HMDA, Laser Pro, Jack Henry, Leadership, Training, Participation, Software Documentation
Education
Grossmont College
Various BCG seminars
John Wheeler John Wheeler's Regents Bank Experience September 2012 - August 2013
Job Business Growth & Succession
Industry Think Tanks
Experience
Akili Capital September 2015 - Present
Windansea Financial Services January 2014 - August 2015
John M. Wheeler Consulting August 2013 - December 2013
Regents Bank September 2012 - August 2013
Paradigm May 2011 - February 2012
Workplace Revival May 2010 - March 2011
Convene October 2003 - December 2010
Luminus Group, Inc April 2008 - July 2009
CEO Keys January 2000 - March 2008
Home Savings of America February 1998 - January 2000
Skills
Financial Services, Portfolio Management, Investment Advisory, Leadership Development, Leadership, Organizational..., Management, Coaching, Management Consulting, Training, Financial Analysis, Strategic Consulting, Strategy, Small Business, Change Management, Consulting, Entrepreneurship, Finance, Public Speaking, Business Planning, Executive Coaching, Banking, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategic Financial..., Wealth Accumulation..., Alternative Investments, Business Development, Sales, Financial Planning
Education
Taylor University 1979 — 1982
B.S., Business Admin
Alfred University 1978 — 1979
Busniness Management
Akili Capital September 2015 - Present
Windansea Financial Services January 2014 - August 2015
John M. Wheeler Consulting August 2013 - December 2013
Regents Bank September 2012 - August 2013
Paradigm May 2011 - February 2012
Workplace Revival May 2010 - March 2011
Convene October 2003 - December 2010
Luminus Group, Inc April 2008 - July 2009
CEO Keys January 2000 - March 2008
Home Savings of America February 1998 - January 2000
Skills
Financial Services, Portfolio Management, Investment Advisory, Leadership Development, Leadership, Organizational..., Management, Coaching, Management Consulting, Training, Financial Analysis, Strategic Consulting, Strategy, Small Business, Change Management, Consulting, Entrepreneurship, Finance, Public Speaking, Business Planning, Executive Coaching, Banking, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategic Financial..., Wealth Accumulation..., Alternative Investments, Business Development, Sales, Financial Planning
Education
Taylor University 1979 — 1982
B.S., Business Admin
Alfred University 1978 — 1979
Busniness Management
Luisa Orihuela's Regents Bank Experience January 2010 - June 2011
Job Student at San Diego State UniversityCalifornia State University
Industry Marketing and Advertising
Experience
Guerra & Johnson, P.C. February 2015 - May 2015
Walters & Caietti Apc October 2011 - January 2012
Regents Bank January 2010 - June 2011
Skills
Outlook, Time Management, PowerPoint, Social Media, Sales, Marketing, Marketing Communications, English, Market Research, Microsoft Word, Microsoft Excel, Visio, Salesforce.com, Access, Team Leadership, Windows Movie Maker, Translation, Event Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Arts (B.A.), International Business
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2014 — 2014
Marketing
University of Oxford 2012 — 2013
International Relations
Guerra & Johnson, P.C. February 2015 - May 2015
Walters & Caietti Apc October 2011 - January 2012
Regents Bank January 2010 - June 2011
Skills
Outlook, Time Management, PowerPoint, Social Media, Sales, Marketing, Marketing Communications, English, Market Research, Microsoft Word, Microsoft Excel, Visio, Salesforce.com, Access, Team Leadership, Windows Movie Maker, Translation, Event Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Arts (B.A.), International Business
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2014 — 2014
Marketing
University of Oxford 2012 — 2013
International Relations
Amanda da Rosa Amanda da Rosa's Regents Bank Experience December 2010 - November 2012
Job BSA/AML Analyst
Industry Banking
Experience
BofI Federal Bank June 2014 - Present
Self-employed private tutor December 2009 - Present
Vibra Bank November 2012 - May 2014
Humphrey's Half Moon Inn & Suites August 2005 - October 2013
Regents Bank December 2010 - November 2012
Berlitz Corporation October 2010 - April 2011
Bainbridge Capital August 2010 - November 2010
Sport Lisboa e Benfica April 2009 - June 2009
Skills
Portuguese, Vocalist, Dance, Communication, Sense Of Urgency, Microsoft Office, Organization, Marketing
Education
Universidade do Minho 2008 — 2009
Study Abroad, Business, Management, Marketing, and Related Support Services
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (B.A.), International Business
BofI Federal Bank June 2014 - Present
Self-employed private tutor December 2009 - Present
Vibra Bank November 2012 - May 2014
Humphrey's Half Moon Inn & Suites August 2005 - October 2013
Regents Bank December 2010 - November 2012
Berlitz Corporation October 2010 - April 2011
Bainbridge Capital August 2010 - November 2010
Sport Lisboa e Benfica April 2009 - June 2009
Skills
Portuguese, Vocalist, Dance, Communication, Sense Of Urgency, Microsoft Office, Organization, Marketing
Education
Universidade do Minho 2008 — 2009
Study Abroad, Business, Management, Marketing, and Related Support Services
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (B.A.), International Business
Brian Smith's Regents Bank Experience 2005 - 2006
Job Consultant at Multiple Clients
Industry Management Consulting
Experience
Multiple Clients May 2005 - Present
Pro Real Estate Loan Services January 2006 - July 2009
Regents Bank 2005 - 2006
Skills
Mortgage Lending, FHA, Refinance, Loans, Mortgage Banking, USDA, Loan Origination, Residential Mortgages, Credit, FHA financing, Reverse Mortgages, Banking, Government Loans, Commercial Lending, Consumer Lending, Business Planning, Strategic Planning, Credit Analysis, Policy
Education
San Diego State University-California State University 1979 — 1983
Bachelor's degree, Economics
Multiple Clients May 2005 - Present
Pro Real Estate Loan Services January 2006 - July 2009
Regents Bank 2005 - 2006
Skills
Mortgage Lending, FHA, Refinance, Loans, Mortgage Banking, USDA, Loan Origination, Residential Mortgages, Credit, FHA financing, Reverse Mortgages, Banking, Government Loans, Commercial Lending, Consumer Lending, Business Planning, Strategic Planning, Credit Analysis, Policy
Education
San Diego State University-California State University 1979 — 1983
Bachelor's degree, Economics
Jeff Wilber's Regents Bank Experience September 2002 - Present
Job Vice President Commercial Lending at Silvergate Bank
Industry Banking
Experience
Silvergate Bank September 2014 - Present
Regents Bank September 2002 - Present
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Commercial Mortgages, Credit Analysis, Small Business Lending, Real Estate, Lines Of Credit, Strategic Planning, Asset Based Lending, Relationship Management, Finance, Business Development
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (B.S.), Finance, General
Silvergate Bank September 2014 - Present
Regents Bank September 2002 - Present
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Commercial Mortgages, Credit Analysis, Small Business Lending, Real Estate, Lines Of Credit, Strategic Planning, Asset Based Lending, Relationship Management, Finance, Business Development
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (B.S.), Finance, General
Krista Renga's Regents Bank Experience January 2014 - July 2014
Job SBA Underwriting Manager
Industry Financial Services
Experience
First Choice Bank in California July 2014 - Present
First Choice Bank in California July 2014 - Present
Regents Bank January 2014 - July 2014
Partners Bank of California December 2011 - January 2014
Security Business Bank 2008 - October 2011
Pacific Western Bank 2007 - 2008
TMC Development 2006 - 2007
US Bank September 2001 - July 2006
Skills
Small Business Lending, Credit, Asset, Real Estate Financing, Loans, Lines Of Credit, Commercial Lending, Credit Analysis, Underwriting, Commercial Mortgages, Commercial Banking, Finance, Commercial Real Estate, Banking
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of California, Santa Barbara 1995 — 1999
Political Science and Government
First Choice Bank in California July 2014 - Present
First Choice Bank in California July 2014 - Present
Regents Bank January 2014 - July 2014
Partners Bank of California December 2011 - January 2014
Security Business Bank 2008 - October 2011
Pacific Western Bank 2007 - 2008
TMC Development 2006 - 2007
US Bank September 2001 - July 2006
Skills
Small Business Lending, Credit, Asset, Real Estate Financing, Loans, Lines Of Credit, Commercial Lending, Credit Analysis, Underwriting, Commercial Mortgages, Commercial Banking, Finance, Commercial Real Estate, Banking
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of California, Santa Barbara 1995 — 1999
Political Science and Government
Darla Clark's Regents Bank Experience September 2001 - Present
Job EVP at Regents Bank, Corporate Lending
Industry Banking
Experience
Regents Bank September 2001 - Present
Scripps Bank March 1995 - September 2001
LB&Trust 1985 - 1990
LB&Trust 1985 - 1990
Skills
Loss Mitigation, Business Analysis, Business Strategy, Strategic Financial..., Risk Management, New Business Development, Banking, Loans, Commercial Banking, Credit, Real Estate, Portfolio Management, Small Business Lending, Financial Analysis, Finance, Underwriting, Commercial Lending, Commercial Mortgages, Mortgage Lending
Education
San Diego State University-California State University 1970 — 1982
Business, Business
Quantico HS
University of Hawaii at Manoa
Regents Bank September 2001 - Present
Scripps Bank March 1995 - September 2001
LB&Trust 1985 - 1990
LB&Trust 1985 - 1990
Skills
Loss Mitigation, Business Analysis, Business Strategy, Strategic Financial..., Risk Management, New Business Development, Banking, Loans, Commercial Banking, Credit, Real Estate, Portfolio Management, Small Business Lending, Financial Analysis, Finance, Underwriting, Commercial Lending, Commercial Mortgages, Mortgage Lending
Education
San Diego State University-California State University 1970 — 1982
Business, Business
Quantico HS
University of Hawaii at Manoa
Mike Churchwell's Regents Bank Experience February 2014 - Present
Job SVP/Regional Credit Administrator at Regents Bank
Industry Banking
Experience
Regents Bank February 2014 - Present
Vibra Bank May 2013 - February 2014
AmericanWest Bank August 2011 - April 2013
Sunrise Bank January 2010 - July 2011
Bank of Escondido September 2005 - January 2010
First National Bank July 1997 - June 2005
Bank of America 1987 - 1994
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Banking, Credit Risk, Commercial Lending, Portfolio Management, Financial Statement..., Lines Of Credit, Finance, Enterprise Risk..., Retail Banking, Commercial Mortgages, Underwriting, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Private Banking, Branch Management, Executive Management, Due Diligence, Loan Origination, Financial Modeling, Small Business Lending, Real Estate, Financial Structuring, Construction Loans, Refinance, Mortgage Underwriting, Bank Secrecy Act
Education
Pacific Coast Banking School 2007 — 2009
Banking, Leadership & Financial Management
San Diego State University-California State University 1979 — 1984
Bachelor's of Science, Business Administration
Regents Bank February 2014 - Present
Vibra Bank May 2013 - February 2014
AmericanWest Bank August 2011 - April 2013
Sunrise Bank January 2010 - July 2011
Bank of Escondido September 2005 - January 2010
First National Bank July 1997 - June 2005
Bank of America 1987 - 1994
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Banking, Credit Risk, Commercial Lending, Portfolio Management, Financial Statement..., Lines Of Credit, Finance, Enterprise Risk..., Retail Banking, Commercial Mortgages, Underwriting, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Private Banking, Branch Management, Executive Management, Due Diligence, Loan Origination, Financial Modeling, Small Business Lending, Real Estate, Financial Structuring, Construction Loans, Refinance, Mortgage Underwriting, Bank Secrecy Act
Education
Pacific Coast Banking School 2007 — 2009
Banking, Leadership & Financial Management
San Diego State University-California State University 1979 — 1984
Bachelor's of Science, Business Administration
Barbara Hunter's Regents Bank Experience April 2005 - October 2014
Job Commercial Lending at First Citizens Bank
Industry Banking
Experience
First Citizens Bank November 2014 - Present
Regent's Bank April 2005 - October 2014
HomeAid 2002 - 2011
Union Bank October 1993 - March 2005
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Commercial Mortgages, Underwriting, Banking, Lines Of Credit, Asset Based Lending, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Real Estate Economics, Real Estate Financing, Real Estate, Commercial Real Estate, Mortgage Lending, Consumer Lending, SBA 504, Finance, Cash Management, Refinance, Mortgage Banking, Bank Secrecy Act, SBA, Financial Structuring, Investments, Disposition, Construction Loans, Due Diligence, Financial Analysis, FHA, Commercial Finance, Treasury Management, Real Estate Lending
Education
San Diego State University-California State University
West Virginia University
First Citizens Bank November 2014 - Present
Regent's Bank April 2005 - October 2014
HomeAid 2002 - 2011
Union Bank October 1993 - March 2005
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Commercial Mortgages, Underwriting, Banking, Lines Of Credit, Asset Based Lending, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Real Estate Economics, Real Estate Financing, Real Estate, Commercial Real Estate, Mortgage Lending, Consumer Lending, SBA 504, Finance, Cash Management, Refinance, Mortgage Banking, Bank Secrecy Act, SBA, Financial Structuring, Investments, Disposition, Construction Loans, Due Diligence, Financial Analysis, FHA, Commercial Finance, Treasury Management, Real Estate Lending
Education
San Diego State University-California State University
West Virginia University
Jed Day's Regents Bank Experience June 2008 - July 2009
Job Consulting at Fender Holdings, LLC
Industry Banking
Experience
Fender Holdings, LLC September 2011 - Present
Regents Bank June 2008 - July 2009
Southwest Bank of Texas April 2006 - January 2008
Education
University of Oklahoma 1967 — 1973
BBA, Bus Admin
Fender Holdings, LLC September 2011 - Present
Regents Bank June 2008 - July 2009
Southwest Bank of Texas April 2006 - January 2008
Education
University of Oklahoma 1967 — 1973
BBA, Bus Admin
Dary Khimpanh's Regents Bank Experience December 2010 - December 2013
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2015 - Present
North Island Credit Union December 2013 - August 2015
Regents Bank December 2010 - December 2013
Union Bank June 2004 - October 2010
Skills
Excel, Microsoft Office, PowerPoint, Banking, Customer Service, Social Media, Social Networking, Photoshop, Teamwork, Windows, Customer Satisfaction, Management, Microsoft Excel, Outlook, Real Estate, Sales, Team Building, Commercial Banking
Education
University of Phoenix 2010 — 2012
BA, Bachelor of Science in Communication with a Concentration in Marketing and Sales Communication
First Republic Bank August 2015 - Present
North Island Credit Union December 2013 - August 2015
Regents Bank December 2010 - December 2013
Union Bank June 2004 - October 2010
Skills
Excel, Microsoft Office, PowerPoint, Banking, Customer Service, Social Media, Social Networking, Photoshop, Teamwork, Windows, Customer Satisfaction, Management, Microsoft Excel, Outlook, Real Estate, Sales, Team Building, Commercial Banking
Education
University of Phoenix 2010 — 2012
BA, Bachelor of Science in Communication with a Concentration in Marketing and Sales Communication
Jennifer Silva-Reis's Regents Bank Experience December 2008 - October 2012
Job Staff Accountant at San Diego Center for Children
Industry Nonprofit Organization Management
Experience
San Diego Center for Children October 2014 - Present
San Diego Center for Children December 2013 - October 2014
ViTRO October 2012 - December 2013
Regents Bank December 2008 - October 2012
Liz Beck Events April 2010 - October 2010
California Bank & Trust December 2007 - December 2008
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Loans, Credit, Social Media, PowerPoint, Commercial Banking, Commercial Lending, Microsoft Word, Outlook, Management, Finance
Education
Arizona State University 2005 — 2007
B.A. Journalism
California State University-Long Beach 2002 — 2003
University of San Diego High School 1998 — 2002
Saint Charles Borromeo Academy
San Diego Center for Children October 2014 - Present
San Diego Center for Children December 2013 - October 2014
ViTRO October 2012 - December 2013
Regents Bank December 2008 - October 2012
Liz Beck Events April 2010 - October 2010
California Bank & Trust December 2007 - December 2008
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Loans, Credit, Social Media, PowerPoint, Commercial Banking, Commercial Lending, Microsoft Word, Outlook, Management, Finance
Education
Arizona State University 2005 — 2007
B.A. Journalism
California State University-Long Beach 2002 — 2003
University of San Diego High School 1998 — 2002
Saint Charles Borromeo Academy
Jon Caffall's Regents Bank Experience April 2005 - Present
Job Senior Vice President/Commercial Lender at Regents Bank
Industry Banking
Experience
Regents Bank April 2005 - Present
Regents Bank 2005 - 2013
Skills
Loans, Credit Analysis, Portfolio Management, Financial Analysis, Mortgage Lending, Risk Management, Finance, Financial Modeling, Real Estate, Strategic Financial..., Team Building, Sales Management, Strategic Planning, New Business Development, Business Development, Management, Business Analysis, Sales, Microsoft Excel, Commercial Banking
Education
Arizona State University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Arizona State University
Regents Bank April 2005 - Present
Regents Bank 2005 - 2013
Skills
Loans, Credit Analysis, Portfolio Management, Financial Analysis, Mortgage Lending, Risk Management, Finance, Financial Modeling, Real Estate, Strategic Financial..., Team Building, Sales Management, Strategic Planning, New Business Development, Business Development, Management, Business Analysis, Sales, Microsoft Excel, Commercial Banking
Education
Arizona State University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Arizona State University
Frank Alessi's Regents Bank Experience August 2004 - October 2013
Job VP, Controller at North Island Credit Union
Industry Banking
Experience
North Island Credit Union October 2013 - Present
Regents Bank August 2004 - October 2013
Carter Reese & Associates August 2000 - August 2004
Skills
Internal Controls, Finance, Investments, Budgets, Financial Analysis, Financial Modeling, Credit Analysis, Risk Management, Liquidity Management, Capital Management, Accounting, Regulatory Reporting, Interest Rate Risk..., General Ledger
Education
Baylor University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
North Island Credit Union October 2013 - Present
Regents Bank August 2004 - October 2013
Carter Reese & Associates August 2000 - August 2004
Skills
Internal Controls, Finance, Investments, Budgets, Financial Analysis, Financial Modeling, Credit Analysis, Risk Management, Liquidity Management, Capital Management, Accounting, Regulatory Reporting, Interest Rate Risk..., General Ledger
Education
Baylor University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance