San Diego Private Bank
Founded: 2006 Subsidiary: CalPrivate BankFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCalPrivate BankWebsiteDirections Saved (0) Saved Save Bank in Newport Beach, California Address: 4675 MacArthur Ct Suite 1450, Newport Beach, CA 92660 Phone: (949) 345-7600Website: : : Place name: : : : Hours: Category: : Website: https://calprivate.bank/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CalPrivate Bank Posting publicly on the Web Write a review Reviews Be the first to review From CalPrivate Bank "CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience...More "CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans."
San Diego Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at San Diego Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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San Diego Private Bank Employees
Corfino Inc. June 2014 - Present
community west bank 2011 - June 2014
San Diego Private Bank June 2010 - 2011
Pacific State Bank February 1987 - December 2008
Bank of America, BAInvestment Management Company January 1980 - January 1987
American Red Cross, San Joaquin County Chapter March 1977 - January 1980
Skills
Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Lines Of Credit, Credit Risk, Private Banking, Portfolio Management, Financial Analysis, Commercial Mortgages, Underwriting, Consumer Lending, Retail Banking, Loan Origination, SBA, Asset Based Lending, Cash Management, Financial Institutions, Financial Structuring, Mortgage Lending, Financial Risk, Refinance, Construction Loans, Cash Flow Lending, Wealth Management, Treasury Management, Risk Management, Real Estate Financing, Investments, Structured Finance, Finance, Real Estate Economics, Strategic Financial..., Mortgage Banking, Capital Markets, Relationship Management, Due Diligence, Executive Management, Financial Services
Education
University of Washington, Pacific Coast School of Banking 1991 — 1993
Certificate in Banking, Banking and Financial Support Services
University of California, Berkeley 1984 — 1986
Personal Financial Planning, Financial Planning and Services
San Jose State University 1974 — 1976
Bachelor of Science, Busines Management and Finance
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
San Diego Private Bank January 2015 - Present
California Bank & Trust April 2013 - January 2015
National Australia Bank January 2007 - May 2012
National Australia Bank 2007 - 2010
Skills
Commercial Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Relationship Management, Commercial Finance, FX Options, Financial Analysis, Corporate Finance, Commercial Lending, Loans, Banking, Trade Finance, Portfolio Management, Mortgage Lending, Structured Finance, Deposits, Real Estate Financing, Small Business Lending, Credit, Consumer Lending, Lines Of Credit
Education
The University of Queensland 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
San Diego Private Bank December 2013 - Present
City National Bank August 2013 - November 2013
City National Bank March 2007 - December 2012
City National Bank February 2003 - February 2007
City National Bank October 1996 - January 2003
First Interstate Bank 1994 - 1996
San Diego Trust and Savings Bank 1986 - 1994
Skills
Operational Integrity, Leadership, Colleague Development, Oral & Written..., Process Management, Coaching, Sales, Positive Can-do Attitude, Commercial Banking, Risk Management, Treasury Management, Commercial Lending, Process Improvement, Loans, Operational Due..., Operations Management, Business Development, Financial Risk, CRM, Training, Credit Analysis, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Branch Management, Financial Services, Small Business Lending, Credit Risk, Loan Origination, Management, Banking
Education
San Diego City College
San Diego Private Bank April 2010 - Present
1ST PACIFIC BANK OF CALIFORNIA November 2003 - April 2010
COMERICA INC April 1986 - July 2002
Comerica Bank June 1986 - June 2002
Comerica Bank 1986 - 2002
Skills
Banking, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Credit, Commercial Banking, Finance, Forecasting, General Ledger, Portfolio Management, Analysis, Budgets, Due Diligence, Mergers & Acquisitions, Loans, Accounts Payable, Management
Education
Oakland University 1982 — 1986
Bachelor of Science (BS), Accounting
San Diego Private Bank November 2012 - Present
Pacific Western Bank January 2008 - September 2010
Scrubs-Max.com 2003 - December 2007
Comerica Bank 1997 - 2002
San Diego National Bank 1987 - 1997
Education
Graduate School of Banking at University of Colorado
Graduate School of Banking
National University
Accounting, finance and economics
BofI Federal Bank September 2013 - Present
Cappetta Capital, LLC December 2010 - September 2013
San Diego Private Bank October 2005 - February 2010
US Bank December 1999 - June 2005
Bank of America August 1989 - December 1999
Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
Andiamo Partners March 2015 - Present
San Diego Private Bank June 2014 - July 2014
Touro College January 2012 - June 2014
Dimont & Associates July 2013 - August 2013
Touro College September 2012 - December 2012
Dimont & Associates July 2012 - August 2012
Skills
Team Leadership, Logical Thinker, People-oriented, Problem Solving, Thinking Outside The Box, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, QuickBooks, Event Planning, Nonprofits, Editing, Community Outreach, Public Speaking, Research, Microsoft Office, Fundraising, Program Development, Leadership
Education
Touro College 2012 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Touro College 2012 — 2014
Bachelor's degree, Marketing/Marketing Management, General
ProAmerica Bank June 2012 - March 2015
San Diego Private Bank January 2011 - June 2012
Partners Bank of California November 2007 - December 2010
Community National Bank 1998 - 2006
Skills
Strategic Planning, Portfolio Management, Accounting, Executive Management, Financial Management, Banking, Private Banking, Commercial Banking, Team Building, Music, Music Education, Managerial Finance, Lines Of Credit, Small Business Lending, Credit Analysis, Loans, SBA, Cash Management, Risk Management, Commercial Mortgages, Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Capital Markets, Consumer Lending, Corporate Finance, Credit Risk, Due Diligence, Finance, Financial Modeling, Financial Risk, Financial Services, Funding, Investments, Loan Origination, Mergers, Mortgage Lending, Private Equity, Small Business, Strategic Financial..., Treasury Management, Underwriting
Education
California State University-San Bernardino - College of Business and Public Administration 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
University of Redlands 1977 — 1981
BA, Music & Math
Nicholas Investment Partners March 2011 - Present
Executive Financial Management Services L.L.C. July 2010 - March 2011
San Diego Private Bank October 2005 - July 2010
Legacy Bank March 2002 - July 2005
Education
University of San Diego 1988 — 1990
Bachelor of Science, Business Administration
Marquette University 1986 — 1988
San Diego Private Bank June 2014 - Present
Wells Fargo Bank April 2011 - May 2014
Emerald Connect, Inc. October 2006 - April 2011
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Underwriting, Commercial Banking, Finance, Commercial Lending, Credit Risk, Risk Management, Banking, Corporate Finance, Cash Management, Sales, Management, Small Business Lending
Education
University of California, Santa Barbara 2000 — 2002
BA, Communication Theory
San Diego Private Bank OwnerArturo Mora InterpretingJune 2000 - December 2012
Wells Fargo 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, English, Customer Service, Microsoft Office, PowerPoint, Notary Public, Banking, Team Building, Management, Sales, Negotiation, Leadership, Strategic Planning
Education
National University 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Colegio La Paz
Southwestern College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
San Diego Private Bank March 2010 - Present
Vibra Bank 2010 - 2012
Bofa Partners 2009 - 2009
Discovery Bank February 2003 - November 2006
Citi January 1999 - January 2003
KPMG International January 1996 - January 1999
KPMG, International January 1993 - January 1996
Education
Boston University
Master Degree, Banking and Financial Services Management
Lebanese American University
San Diego Private Bank August 2006 - Present
CB&T 1990 - 1996
Skills
Asset Based Lending, Commercial Mortgages, Portfolio Management, Banking, Financial Analysis, Credit, Loans, Commercial Lending, Due Diligence, Loan Origination, Refinance, Mortgage Lending, Cash Management, Finance, Small Business, Treasury Management, Wealth Management, Private Banking, Credit Analysis, Mergers & Acquisitions, Business Planning, Relationship Management, Investments, Small Business Lending, Executive Management, Commercial Banking, Strategic Planning, Underwriting, Risk Management, New Business Development
Education
San Diego State University-California State University 1991 — 1995
Opus Bank February 2015 - Present
Independence Bank August 2011 - January 2015
Orange Community Bank June 2010 - July 2011
San Diego Private Bank February 2009 - June 2010
U.S. Trust January 1995 - September 2008
Peterson & Ross 1990 - 1995
Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering
Education
University of Phoenix 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
San Diego Private Bank April 2015 - Present
Torrey Pines Bank September 2013 - April 2015
Pacific Western Bank October 2006 - September 2013
Wells Fargo March 2002 - October 2006
Skills
Microsoft Office, International Trade, Account Management, Risk Management, Negotiation, Sales Management, Business Development, Marketing, Banking, Credit, Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
Point Loma Nazarene University
Bachelor of Business Administration (BBA), International Business
University of Phoenix-San Diego Campus
Master of Business Administration (M.B.A.), International Business
The Oxford Investment Group, Inc 1985 - Present
San Diego Private Bank 2006 - Present
Various Businesses and Organizations 1987 - Present
Various Real Estate Projects 1979 - Present
Bloomfield Hills Bancorporation 1989 - 2005
COMERICA, Inc. 1982 - 1985
Booz Allen Hamilton 1978 - 1982
Fisher Hoffman & Levenberg 1973 - 1976
South African Airforce January 1970 - December 1970
Skills
Investments, Strategic Planning, Capital Markets, Entrepreneurship, Private Equity, Corporate Governance, Financial Modeling, Venture Capital, Business Development, Commercial Banking, Accounting, Banking, Finance, Portfolio Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1977 — 1978
MBA, Finance, Management Strategy, Multinational Enterprise, With Distinction
University of the Witwatersrand 1976 — 1976
Bachelor of Accounting, Accounting and Related Services
University of the Witwatersrand 1974 — 1975
Certificate in the Theory of Accounting, Accounting
University of the Witwatersrand 1971 — 1973
Bachelor of Commerce (B.Com.), Commercial Law and Business Administration, First in Class
Executive Education Courses in Corporate Governance 2000 — 2004
San Diego Private Bank June 2008 - Present
U.S. Bank January 2001 - June 2008
Skills
College Teaching, University of Phoenix, Small Business Lending, Credit, Loans, Credit Risk, Commercial Mortgages, Lines Of Credit, SBA, Loan Origination, Asset Based Lending, Underwriting, Portfolio Management
Education
National University 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
Oregon State University
University of Illinois at Urbana-Champaign
San Diego Private Bank April 2015 - Present
Wells Fargo Bank - Business Banking Group October 2006 - April 2015
Skills
Banking, Merchant Services, Credit, Teamwork, Business Development, Loans, Cold Calling, Commercial Banking
Education
San Diego State University-California State University 1995 — 2003
B.A., Communications w/ Emphasis in Advertising
Rachel Moriarty Interiors March 2006 - Present
California Bank & Trust December 2013 - May 2015
San Diego Private Bank February 2012 - November 2013
San Diego National Bank / US Bank March 2008 - February 2012
Self / Ethan Allen / Bassett Home Furnishings March 2006 - August 2008
Maison Jaune Inc. ~ Posies Children's Boutique January 2003 - March 2006
Hanover Direct, Inc. April 1993 - January 2003
Skills
Commercial Banking, Credit, Small Business Lending, Lines Of Credit, Cash Management, Loan Origination, Financial Analysis, Finance, Treasury Management, Deposits, Credit Cards, Branch Banking, Customer Service, Cross Selling, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Retail Banking
Education
IRIS - Interior Redesign Industry Specialists
Interior Redesign & Home Staging
San Diego Mesa College
Marketing
Southwestern College
Art History / General Education
San Diego Private Bank October 2013 - Present
Borrego Springs Bank November 2003 - June 2013
First National Bank February 1991 - November 2003
Skills
Server 2000-2008, Application Support, Windows support, Hardware Installation, Backup Solutions, DNS management, Symantec Endpoint..., Windows 7 Migration, Server Administration, Laptops, Hardware Support, Group Policy, Software Installation, Windows System..., DHCP, Desktop Administration, Active Directory..., Desktop Deployment, Help Desk Support, Software Deployment, XP, Technical Support
Education
San Diego State University-California State University 1986 — 1990
Bachelor's degree, Computer Science
San Diego Private Bank February 2012 - Present
Wells Fargo February 2010 - February 2012
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Mortgages, Credit, Portfolio Management, Private Banking, Credit Risk, Lines Of Credit, Loan Origination, Underwriting
Education
San Diego State University-California State University