Santa Barbara Bank and Trust
Industry: Bank
DescriptionPacific Capital Bancorp was a bank headquartered in Santa Barbara, California. It had 47 branches, all of which were in Southern California. It operated under the name Santa Barbara Bank & Trust. The company also operated Morton Capital Management and R.E. Wacker Associates, investment advisory firms. Headquarters: Santa Barbara, CA Founded: March 17, 1960 Number of employees: 1,029 (2011) Ceased operations: December 1, 2012 Subsidiary: Pacific Capital Bank, N.A. Key people: Gerald J. Ford, Carl B. Webb
Santa Barbara Bank and Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Santa Barbara Bank and Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Santa Barbara Bank and Trust Salaries. You can even request information on how much does Santa Barbara Bank and Trust pay if you want to. Learn about salaries, pros and cons of working for Santa Barbara Bank and Trust 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!
46 Santa Barbara Bank and Trust employees in database. Find out everything there's to know about Santa Barbara Bank and Trust 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.
Santa Barbara Bank and Trust Employees
Employee
Years
Job
Industry
Robin Serritslev Robin Serritslev's Santa Barbara Bank and Trust Experience 2002 - 2005
Job Owner at Central Coast Grant Writing & Bookkeeping and Executive Director of the SYV Therapeutic Riding Program
Industry Nonprofit Organization Management
Experience
Santa Ynez Valley Therapeutic Riding Program October 2010 - Present
Central Coast Grant Writing & Bookkeeping November 2007 - Present
Santa Barbara Bank & Trust May 2005 - June 2007
Santa Barbara Bank and Trust 2002 - 2005
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Budgets, Portfolio Management, Management, Event Management, Grants, Grant Writing, Program Development, Marketing, Leadership, Strategic Planning, Program Management, Human Resources, Social Media Marketing, Small Business, Finance, Banking, Data Analysis, Financial Analysis, Event Planning, Microsoft Office, Team Building, Loans, Accounting, Sales, Credit Risk, QuickBooks, Commercial Banking, Moody's Financial..., Bookkeeping, Yardi Voyager
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Agricultural Business Operations
Santa Ynez Valley Therapeutic Riding Program October 2010 - Present
Central Coast Grant Writing & Bookkeeping November 2007 - Present
Santa Barbara Bank & Trust May 2005 - June 2007
Santa Barbara Bank and Trust 2002 - 2005
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Budgets, Portfolio Management, Management, Event Management, Grants, Grant Writing, Program Development, Marketing, Leadership, Strategic Planning, Program Management, Human Resources, Social Media Marketing, Small Business, Finance, Banking, Data Analysis, Financial Analysis, Event Planning, Microsoft Office, Team Building, Loans, Accounting, Sales, Credit Risk, QuickBooks, Commercial Banking, Moody's Financial..., Bookkeeping, Yardi Voyager
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Agricultural Business Operations
Michael McGowan JD, CFP Michael McGowan JD, CFP's Santa Barbara Bank and Trust Experience 1988 - 1991
Job Principal, Investor Education Services
Industry Financial Services
Experience
Investor Education Services 1993 - Present
Financial Network Investment Company 1997 - 1999
Bank of California Trust Dept 1993 - 1995
Santa Barbara Bank and Trust 1988 - 1991
U of Maryland European Division 1975 - 1979
Skills
Financial Educator, State Bar of Cal., CFP for 20 Yrs., Private Trustee, AAII Lecturer, U. of Maryland Lecturer, Community College..., Director of Training, Planned Giving Officer, Deputy District Attorney, Massage Therapist..., Reiki Practitioner, Sukyo Mahikari Member, Investments, Equities, Leadership, Training, Estate Planning, Finance, Reiki, Fixed Income, Retirement Planning, Alternative Investments, Mergers & Acquisitions, Private Equity, Portfolio Management
Education
Hastings College of the Law 1967 — 1970
Juris Doctor, Law
Penn State 1963 — 1967
Bachelor of Arts (B.A.), Liberal Arts/ Philosophy
Investor Education Services 1993 - Present
Financial Network Investment Company 1997 - 1999
Bank of California Trust Dept 1993 - 1995
Santa Barbara Bank and Trust 1988 - 1991
U of Maryland European Division 1975 - 1979
Skills
Financial Educator, State Bar of Cal., CFP for 20 Yrs., Private Trustee, AAII Lecturer, U. of Maryland Lecturer, Community College..., Director of Training, Planned Giving Officer, Deputy District Attorney, Massage Therapist..., Reiki Practitioner, Sukyo Mahikari Member, Investments, Equities, Leadership, Training, Estate Planning, Finance, Reiki, Fixed Income, Retirement Planning, Alternative Investments, Mergers & Acquisitions, Private Equity, Portfolio Management
Education
Hastings College of the Law 1967 — 1970
Juris Doctor, Law
Penn State 1963 — 1967
Bachelor of Arts (B.A.), Liberal Arts/ Philosophy
Rich Clayton Rich Clayton's Santa Barbara Bank and Trust Experience July 2007 - April 2013
Job Senior Engineer at Novacoast, CISSP, PCIQSA
Industry Computer & Network Security
Experience
Novacoast August 2013 - Present
Santa Barbara Bank and Trust July 2007 - April 2013
Santa Barbara Bank and Trust July 2007 - April 2013
Novacoast June 2002 - July 2007
Commission Junction June 2000 - June 2002
Novacoast June 1997 - June 2002
UC Santa Barbara June 1993 - June 1997
Clayton Solutions 1997 - 1997
Skills
Information Security, Network Security, Security, VMware, Virtualization, Identity Management, Active Directory, Computer Security, CISSP, Linux, Servers, Networking, Penetration Testing, Novell, Vulnerability Assessment, Encryption, System Administration, Microsoft Exchange, TCP/IP, System Deployment, Enterprise Software, IDS, Security Audits, Firewalls, GLBA, Vulnerability Scanning, Information Security..., Operating Systems, VMware ESX, Cloud Computing, ITIL, CEH, Suse, Sarbanes-Oxley Act, High Availability, Powershell, Disaster Recovery, PCI DSS, Data Center, Infrastructure, MySQL, Microsoft SQL Server, Windows Server, DNS, Information Technology, Intrusion Detection, Open Source, Metasploit
Education
University of California, Santa Barbara 1992 — 1997
Law & Society
Palo Verde Valley High School 1989 — 1992
Novacoast August 2013 - Present
Santa Barbara Bank and Trust July 2007 - April 2013
Santa Barbara Bank and Trust July 2007 - April 2013
Novacoast June 2002 - July 2007
Commission Junction June 2000 - June 2002
Novacoast June 1997 - June 2002
UC Santa Barbara June 1993 - June 1997
Clayton Solutions 1997 - 1997
Skills
Information Security, Network Security, Security, VMware, Virtualization, Identity Management, Active Directory, Computer Security, CISSP, Linux, Servers, Networking, Penetration Testing, Novell, Vulnerability Assessment, Encryption, System Administration, Microsoft Exchange, TCP/IP, System Deployment, Enterprise Software, IDS, Security Audits, Firewalls, GLBA, Vulnerability Scanning, Information Security..., Operating Systems, VMware ESX, Cloud Computing, ITIL, CEH, Suse, Sarbanes-Oxley Act, High Availability, Powershell, Disaster Recovery, PCI DSS, Data Center, Infrastructure, MySQL, Microsoft SQL Server, Windows Server, DNS, Information Technology, Intrusion Detection, Open Source, Metasploit
Education
University of California, Santa Barbara 1992 — 1997
Law & Society
Palo Verde Valley High School 1989 — 1992
Dan Jaugey Dan Jaugey's Santa Barbara Bank and Trust Experience 2008 - 2008
Job Director of Partnership Strategy at PETROL
Industry Marketing and Advertising
Experience
PETROL July 2015 - Present
PETROL June 2011 - July 2015
Universal Pictures 2010 - 2010
United States Senate 2009 - 2009
Santa Barbara Bank and Trust 2008 - 2008
Skills
Brand Development, Event Planning, Start-ups, Management, Marketing Communications, Social Media Marketing, Brand Management, Social Media, Online Marketing, Strategic Planning, Interactive Advertising, Strategic Partnerships, Video Games, Entertainment, New Business Development, Sports Marketing
Education
University of California, Santa Barbara
Bachelor, Global and International Studies
PETROL July 2015 - Present
PETROL June 2011 - July 2015
Universal Pictures 2010 - 2010
United States Senate 2009 - 2009
Santa Barbara Bank and Trust 2008 - 2008
Skills
Brand Development, Event Planning, Start-ups, Management, Marketing Communications, Social Media Marketing, Brand Management, Social Media, Online Marketing, Strategic Planning, Interactive Advertising, Strategic Partnerships, Video Games, Entertainment, New Business Development, Sports Marketing
Education
University of California, Santa Barbara
Bachelor, Global and International Studies
David Callis David Callis's Santa Barbara Bank and Trust Experience April 2011 - February 2013
Job at The Cheesecake Factory
Industry Restaurants
Experience
The Cheesecake Factory April 2013 - Present
Santa Barbara Bank and Trust April 2011 - February 2013
Bank of America December 2003 - March 2011
The Cheesecake Factory 1998 - 2003
Jamba Juice 1995 - 1998
F Mclintocks 1990 - 1995
Skills
Credit, Banking, Performance Management, Coaching, Team Building, Leadership, Risk Management, Customer Service, Employee Relations, Sales, Sales Management, Training, Customer Experience, Retail, Process Improvement, Operations Management, Retail Banking, Strategic Planning, Customer Satisfaction, Change Management, Recruiting, Onboarding, Human Resources, Management, Leadership Development, Team Leadership, Employee Engagement, Budgets, Customer Retention, Talent Management, Account Management, New Business Development, Business Development, Business Strategy, Employee Training, Loans, Analysis, Time Management, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
Bachelor of Science, Business Administration and Management, General
The Cheesecake Factory April 2013 - Present
Santa Barbara Bank and Trust April 2011 - February 2013
Bank of America December 2003 - March 2011
The Cheesecake Factory 1998 - 2003
Jamba Juice 1995 - 1998
F Mclintocks 1990 - 1995
Skills
Credit, Banking, Performance Management, Coaching, Team Building, Leadership, Risk Management, Customer Service, Employee Relations, Sales, Sales Management, Training, Customer Experience, Retail, Process Improvement, Operations Management, Retail Banking, Strategic Planning, Customer Satisfaction, Change Management, Recruiting, Onboarding, Human Resources, Management, Leadership Development, Team Leadership, Employee Engagement, Budgets, Customer Retention, Talent Management, Account Management, New Business Development, Business Development, Business Strategy, Employee Training, Loans, Analysis, Time Management, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
Bachelor of Science, Business Administration and Management, General
Noma Bruton Noma Bruton's Santa Barbara Bank and Trust Experience October 2007 - May 2013
Job EVP, Chief Human Resources Officer at Pacific Mercantile Bank
Industry Financial Services
Experience
Pacific Mercantile Bank May 2013 - Present
Santa Barbara Bank and Trust October 2007 - May 2013
Countrywide Bank, Division of Countrywide Financial March 2007 - September 2007
Bank of America 1987 - 2007
Skills
Green Belt, 360 Feedback, Six Sigma, Deferred Compensation, Black Belt, Banking, Human Resources, Change Management, Employee Relations, Employee Benefits, Onboarding, Strategic Planning, Recruiting, Mergers & Acquisitions, HRIS, Talent Acquisition, Leadership, Organizational..., Project Management, Executive Coaching, Organizational..., Process Improvement, Performance Improvement, Workforce Planning, Training, Performance Management, Employee Engagement, Personnel Management, Succession Planning, Policy, Coaching, Career Development, HR Policies, Talent Management, Executive Pay, Strategic HR, Compensation Structures, Leadership Development, Project Planning, Strategy, Finance, Organizational Design, Team Building, People Skills, Temporary Placement, College Recruiting, Employee Training, Applicant Tracking..., Benefits Administration, Executive Management
Education
The University of Texas at Dallas
BA, History
Pacific Mercantile Bank May 2013 - Present
Santa Barbara Bank and Trust October 2007 - May 2013
Countrywide Bank, Division of Countrywide Financial March 2007 - September 2007
Bank of America 1987 - 2007
Skills
Green Belt, 360 Feedback, Six Sigma, Deferred Compensation, Black Belt, Banking, Human Resources, Change Management, Employee Relations, Employee Benefits, Onboarding, Strategic Planning, Recruiting, Mergers & Acquisitions, HRIS, Talent Acquisition, Leadership, Organizational..., Project Management, Executive Coaching, Organizational..., Process Improvement, Performance Improvement, Workforce Planning, Training, Performance Management, Employee Engagement, Personnel Management, Succession Planning, Policy, Coaching, Career Development, HR Policies, Talent Management, Executive Pay, Strategic HR, Compensation Structures, Leadership Development, Project Planning, Strategy, Finance, Organizational Design, Team Building, People Skills, Temporary Placement, College Recruiting, Employee Training, Applicant Tracking..., Benefits Administration, Executive Management
Education
The University of Texas at Dallas
BA, History
Dean McBeth, LRP Dean McBeth, LRP's Santa Barbara Bank and Trust Experience June 2011 - May 2013
Job Senior Audit Officer Loan Review Management at Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union January 2015 - Present
Patelco Credit Union January 2014 - January 2015
M Squared Consulting July 2013 - December 2013
AuditOne, LLC May 2013 - December 2013
Santa Barbara Bank and Trust June 2011 - May 2013
Summit Bank December 2009 - May 2011
Dean McBeth Consulting May 2009 - December 2009
First Republic Bank July 2008 - May 2009
Fremont Bank May 2002 - July 2008
Heritage Commerce Corp July 2000 - May 2002
Skills
Risk Management, Internal Controls, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Retail Banking, Credit Analysis, Commercial Lending, Loans, AML, Mortgage Lending, Internal Audit, Portfolio Management, Leadership, Operations Management, Finance, Operational Risk, Auditing, Lines Of Credit, Management, Enterprise Risk..., Small Business Lending, Cash Management, Operational Risk..., Fraud, Consumer Lending, Financial Services, Insurance, Financial Analysis
Education
Bank Administration Institute 1996 — 1997
Certification-designated Loan Review Professional (LRP), Loan Review
University of Wisconsin Graduate School of Business (Bank Administration Institute) 1982 — 1984
Masters, Banking & Finance
Colorado College 1969 — 1973
Bachelor of Arts, Business Administration
Patelco Credit Union January 2015 - Present
Patelco Credit Union January 2014 - January 2015
M Squared Consulting July 2013 - December 2013
AuditOne, LLC May 2013 - December 2013
Santa Barbara Bank and Trust June 2011 - May 2013
Summit Bank December 2009 - May 2011
Dean McBeth Consulting May 2009 - December 2009
First Republic Bank July 2008 - May 2009
Fremont Bank May 2002 - July 2008
Heritage Commerce Corp July 2000 - May 2002
Skills
Risk Management, Internal Controls, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Retail Banking, Credit Analysis, Commercial Lending, Loans, AML, Mortgage Lending, Internal Audit, Portfolio Management, Leadership, Operations Management, Finance, Operational Risk, Auditing, Lines Of Credit, Management, Enterprise Risk..., Small Business Lending, Cash Management, Operational Risk..., Fraud, Consumer Lending, Financial Services, Insurance, Financial Analysis
Education
Bank Administration Institute 1996 — 1997
Certification-designated Loan Review Professional (LRP), Loan Review
University of Wisconsin Graduate School of Business (Bank Administration Institute) 1982 — 1984
Masters, Banking & Finance
Colorado College 1969 — 1973
Bachelor of Arts, Business Administration
Sandra Burkhart's Santa Barbara Bank and Trust Experience 2006 - 2007
Job Senior Coordinator, Coastal Region, State Marine, Waste and Property Tax Issues at Western States Petroleum Assn
Industry Program Development
Experience
Western States Petroleum Association August 2011 - Present
Ventura Chamber of Commerce May 2010 - August 2011
Camarillo Chamber of Commerce September 2008 - May 2010
Affinity Bank 2007 - 2008
Santa Barbara Bank and Trust 2006 - 2007
Washington Mutual Bank 2005 - 2006
City of Ventura 2004 - 2005
Wells Fargo Bank January 2001 - January 2003
Tom Hom Group January 1999 - January 2001
Wells Fargo 1999 - 2001
Skills
Customer Service, Customer Relations, Budgeting, Microsoft Office, Excel, Social Networking, Business Management, Business Networking, Microsoft Excel, Budgets, Management, New Business Development, Marketing, Sales, Banking, Leadership, Advertising, Recruiting, Training, Event Planning, Community Outreach, Energy Policy, Fundraising, Insurance, Loans, Program Management, Public Relations, Public Speaking, Research, Team Building
Education
University of Nevada Las Vegas Lee Business School 1996 — 2000
B.A, Economics
Western States Petroleum Association August 2011 - Present
Ventura Chamber of Commerce May 2010 - August 2011
Camarillo Chamber of Commerce September 2008 - May 2010
Affinity Bank 2007 - 2008
Santa Barbara Bank and Trust 2006 - 2007
Washington Mutual Bank 2005 - 2006
City of Ventura 2004 - 2005
Wells Fargo Bank January 2001 - January 2003
Tom Hom Group January 1999 - January 2001
Wells Fargo 1999 - 2001
Skills
Customer Service, Customer Relations, Budgeting, Microsoft Office, Excel, Social Networking, Business Management, Business Networking, Microsoft Excel, Budgets, Management, New Business Development, Marketing, Sales, Banking, Leadership, Advertising, Recruiting, Training, Event Planning, Community Outreach, Energy Policy, Fundraising, Insurance, Loans, Program Management, Public Relations, Public Speaking, Research, Team Building
Education
University of Nevada Las Vegas Lee Business School 1996 — 2000
B.A, Economics
Kay Wigton Kay Wigton's Santa Barbara Bank and Trust Experience March 2003 - Present
Job Ambassador at Union Bank
Industry Banking
Experience
Union Bank May 2012 - Present
Santa Barbara Bank and Trust March 2003 - Present
SBBT March 2003 - May 2012
Camarillo Art and Jazz Festival 2008 - 2010
California Federal Bank August 1974 - March 2003
First Nationwide Bank 1974 - 2003
Skills
Management, Banking, Sales, Nonprofits, Customer Service, Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer Lending, Loan Origination, Relationship Management, Deposits, Underwriting, Portfolio Management, Branch Management, Cash Management, Commercial Mortgages, Finance, Lines Of Credit, Mortgage Banking, Private Banking, Residential Mortgages, Credit Risk
Education
VCLA 2008 — 2009
Monterey Peninsula College
Sociology
Oxnard college
Union Bank May 2012 - Present
Santa Barbara Bank and Trust March 2003 - Present
SBBT March 2003 - May 2012
Camarillo Art and Jazz Festival 2008 - 2010
California Federal Bank August 1974 - March 2003
First Nationwide Bank 1974 - 2003
Skills
Management, Banking, Sales, Nonprofits, Customer Service, Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer Lending, Loan Origination, Relationship Management, Deposits, Underwriting, Portfolio Management, Branch Management, Cash Management, Commercial Mortgages, Finance, Lines Of Credit, Mortgage Banking, Private Banking, Residential Mortgages, Credit Risk
Education
VCLA 2008 — 2009
Monterey Peninsula College
Sociology
Oxnard college
William Enholm's Santa Barbara Bank and Trust Experience 1990 - 1997
Job Senior Vice President, Small Business Lending Manager at Coast National Bank
Industry Banking
Experience
Coast National Bank May 2014 - Present
Mission Community Bank April 2013 - May 2014
Community Bank January 2012 - April 2013
Citizens Business Bank June 2005 - December 2011
Comerica Bank 2005 - 2005
Union Bank of California 2001 - 2003
Santa Barbara Bank and Trust 1990 - 1997
System Industries 1984 - 1987
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Underwriting, Small Business Lending, Retail Banking, Lines Of Credit, Financial Analysis, Portfolio Management, Risk Management, Cash Management, Commercial Mortgages, Treasury Management, Asset Based Lending, Financial Services, Loan Origination, Private Banking, SBA
Education
Humboldt State University 1978 — 1980
B.S. Business Administration, Business and Finance
San Marcos High School 1972 — 1974
High School, General Education
Coast National Bank May 2014 - Present
Mission Community Bank April 2013 - May 2014
Community Bank January 2012 - April 2013
Citizens Business Bank June 2005 - December 2011
Comerica Bank 2005 - 2005
Union Bank of California 2001 - 2003
Santa Barbara Bank and Trust 1990 - 1997
System Industries 1984 - 1987
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Underwriting, Small Business Lending, Retail Banking, Lines Of Credit, Financial Analysis, Portfolio Management, Risk Management, Cash Management, Commercial Mortgages, Treasury Management, Asset Based Lending, Financial Services, Loan Origination, Private Banking, SBA
Education
Humboldt State University 1978 — 1980
B.S. Business Administration, Business and Finance
San Marcos High School 1972 — 1974
High School, General Education
Hugo Valencia Hugo Valencia's Santa Barbara Bank and Trust Experience July 2004 - June 2005
Job Human Resources Specialist at Ergomotion, Inc.
Industry Human Resources
Experience
Ergomotion, Inc. May 2015 - Present
The Samarkand April 2013 - March 2015
Social Security Administration August 2010 - April 2013
Santa Barbara County Clerk June 2010 - August 2010
Raytheon May 2009 - October 2009
American General Finance July 2005 - May 2009
Santa Barbara Bank and Trust July 2004 - June 2005
Skills
Training, Management, Loans, Administrative..., Customer Service, Public Speaking, Microsoft Excel, Event Planning, Sales, Leadership, Spanish, Financial Analysis, Data Analysis, Employee Relations, Organizational..., Facebook, Market Research, Microsoft Word, Outlook, Team Building, Coaching, Banking, Microsoft Office, Human Resources, Risk Management, Time Management, Policy, Recruiting
Education
University of California, Santa Barbara 2014 — 2015
Human Resources Management Certificate
California Lutheran University 2008 — 2010
MBA Degree, Management and Organizational Behavior
University of La Verne 1999 — 2005
B.A Degree, International Business and Language
Unversity of La Verne 1999 — 2004
B.A Degree, Liberal Studies; an Emphasis in Elementary Education
Ergomotion, Inc. May 2015 - Present
The Samarkand April 2013 - March 2015
Social Security Administration August 2010 - April 2013
Santa Barbara County Clerk June 2010 - August 2010
Raytheon May 2009 - October 2009
American General Finance July 2005 - May 2009
Santa Barbara Bank and Trust July 2004 - June 2005
Skills
Training, Management, Loans, Administrative..., Customer Service, Public Speaking, Microsoft Excel, Event Planning, Sales, Leadership, Spanish, Financial Analysis, Data Analysis, Employee Relations, Organizational..., Facebook, Market Research, Microsoft Word, Outlook, Team Building, Coaching, Banking, Microsoft Office, Human Resources, Risk Management, Time Management, Policy, Recruiting
Education
University of California, Santa Barbara 2014 — 2015
Human Resources Management Certificate
California Lutheran University 2008 — 2010
MBA Degree, Management and Organizational Behavior
University of La Verne 1999 — 2005
B.A Degree, International Business and Language
Unversity of La Verne 1999 — 2004
B.A Degree, Liberal Studies; an Emphasis in Elementary Education
Veronica Campanella's Santa Barbara Bank and Trust Experience August 2010 - July 2012
Job Operations and Compliance Analyst
Industry Investment Management
Experience
West Coast Financial, LLC April 2015 - Present
Global Power Supply March 2013 - March 2015
Avenue Z Graphics July 2012 - March 2013
Santa Barbara Bank and Trust August 2010 - July 2012
Santa Barbara Bank and Trust January 2009 - August 2010
Friedman Research Corporation October 2006 - December 2008
(ISSA) International Sports Sciences Association June 2006 - October 2006
Skills
Sales, Customer Service, Finance, New Business Development, QuickBooks, Cash Management, Project Management, Management, Business Development, Financial Analysis, CRM, Sales Operations, Vendor Management, Small Business, Bookkeeping, Business Networking, Contract Negotiation, Cold Calling, Office Management, Sales Leads, Process Improvement, Operations Management, Administrative..., Disaster Recovery, Sales Support, Leadership, Project Planning, New Leads, Social Media, Administrative Support, Operations, Accounts Payable
Education
Colorado College 2002 — 2006
Bachelor's Degree
Steamboat Mountain School 2000 — 2002
High School
Santa Barbara Highschool 1998 — 2000
High School
West Coast Financial, LLC April 2015 - Present
Global Power Supply March 2013 - March 2015
Avenue Z Graphics July 2012 - March 2013
Santa Barbara Bank and Trust August 2010 - July 2012
Santa Barbara Bank and Trust January 2009 - August 2010
Friedman Research Corporation October 2006 - December 2008
(ISSA) International Sports Sciences Association June 2006 - October 2006
Skills
Sales, Customer Service, Finance, New Business Development, QuickBooks, Cash Management, Project Management, Management, Business Development, Financial Analysis, CRM, Sales Operations, Vendor Management, Small Business, Bookkeeping, Business Networking, Contract Negotiation, Cold Calling, Office Management, Sales Leads, Process Improvement, Operations Management, Administrative..., Disaster Recovery, Sales Support, Leadership, Project Planning, New Leads, Social Media, Administrative Support, Operations, Accounts Payable
Education
Colorado College 2002 — 2006
Bachelor's Degree
Steamboat Mountain School 2000 — 2002
High School
Santa Barbara Highschool 1998 — 2000
High School
Heather J. Anderson's Santa Barbara Bank and Trust Experience December 2011 - March 2012
Job Executive Assistant to Chief Operating Officer at Gold Coast Health Plan
Industry Insurance
Experience
Gold Coast Health Plan May 2014 - Present
Union Bank March 2012 - May 2014
Santa Barbara Bank and Trust December 2011 - March 2012
Holguin, Fahan & Associates February 2009 - June 2011
California Spine Institute Medical Center, Inc. January 2006 - February 2009
Priority Healthcare Corp August 2004 - January 2006
Skills
Training, Administrative..., Human Resources, Spreadsheets, Management, Insurance, Executive Management, Travel Arrangements, Leadership, Data Entry, Strategic Planning, Healthcare, Outlook, Marketing
Education
Los Angeles Pierce College 1992 — 1994
High School, Business Administration
Gold Coast Health Plan May 2014 - Present
Union Bank March 2012 - May 2014
Santa Barbara Bank and Trust December 2011 - March 2012
Holguin, Fahan & Associates February 2009 - June 2011
California Spine Institute Medical Center, Inc. January 2006 - February 2009
Priority Healthcare Corp August 2004 - January 2006
Skills
Training, Administrative..., Human Resources, Spreadsheets, Management, Insurance, Executive Management, Travel Arrangements, Leadership, Data Entry, Strategic Planning, Healthcare, Outlook, Marketing
Education
Los Angeles Pierce College 1992 — 1994
High School, Business Administration
Brad Lipman Brad Lipman's Santa Barbara Bank and Trust Experience November 2002 - August 2004
Job Expert at Apple
Industry
Experience
Apple July 2009 - Present
Business Credit Connection / TablePay Solutions September 2004 - July 2009
Santa Barbara Bank and Trust November 2002 - August 2004
Skills
Microsoft Office, Microsoft Word, Management, Sales, Microsoft Excel, Leadership, Training, Photoshop, Research, PowerPoint, Business Relationship..., Planned Giving, General Aviation, Mac OS, Professional Mentoring, Apple Software, Financial Analysis, Credit Analysis, Analytics, Charitable Trusts, Charitable Gift Planning, Credit Card Transaction..., Credit Card Fraud, Commercial Leasing, Commercial Banking, Commercial Lending, Consumer Lending, Technology Solutions, Entrepreneurship, Non-profit Volunteering, Private Piloting, Public Speaking
Education
California State University-Northridge
Bachelor’s Degree, Economics
Apple July 2009 - Present
Business Credit Connection / TablePay Solutions September 2004 - July 2009
Santa Barbara Bank and Trust November 2002 - August 2004
Skills
Microsoft Office, Microsoft Word, Management, Sales, Microsoft Excel, Leadership, Training, Photoshop, Research, PowerPoint, Business Relationship..., Planned Giving, General Aviation, Mac OS, Professional Mentoring, Apple Software, Financial Analysis, Credit Analysis, Analytics, Charitable Trusts, Charitable Gift Planning, Credit Card Transaction..., Credit Card Fraud, Commercial Leasing, Commercial Banking, Commercial Lending, Consumer Lending, Technology Solutions, Entrepreneurship, Non-profit Volunteering, Private Piloting, Public Speaking
Education
California State University-Northridge
Bachelor’s Degree, Economics
Johnny Singh Johnny Singh's Santa Barbara Bank and Trust Experience February 2012 - June 2012
Job Registered Representative at Ameriflex Financial
Industry Financial Services
Experience
Ameriflex Financial June 2014 - Present
Silicon Valley Bank September 2013 - March 2014
Montecito Bank & Trust October 2012 - January 2013
Santa Barbara Bank and Trust February 2012 - June 2012
Wells Fargo June 2011 - February 2012
Skills
Social Networking, Microsoft Excel, PowerPoint, Event Planning, Leadership, Social Media, Public Speaking, Customer Service, Loans, Microsoft Office
Education
University of California, Santa Barbara
Ameriflex Financial June 2014 - Present
Silicon Valley Bank September 2013 - March 2014
Montecito Bank & Trust October 2012 - January 2013
Santa Barbara Bank and Trust February 2012 - June 2012
Wells Fargo June 2011 - February 2012
Skills
Social Networking, Microsoft Excel, PowerPoint, Event Planning, Leadership, Social Media, Public Speaking, Customer Service, Loans, Microsoft Office
Education
University of California, Santa Barbara
Marissa (Brennan) Laubach Marissa (Brennan) Laubach's Santa Barbara Bank and Trust Experience December 2005 - July 2011
Job Relationship Manager at Environmental Roofing & Waterproofing, Inc.
Industry Construction
Experience
Environmental Roofing & Waterproofing, Inc. January 2013 - Present
First Data Corporation August 2011 - December 2012
Santa Barbara Bank and Trust December 2005 - July 2011
Skills
Credit, Portfolio Management, Credit Analysis, Banking, Relationship Management, Sales, Project Management, Marketing, New Business Development, Account Management
Education
California State University-Chico 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
San Diego State University-California State University 2001 — 2002
Bachelor of Science (B.S.), Finance and Financial Management Services
Environmental Roofing & Waterproofing, Inc. January 2013 - Present
First Data Corporation August 2011 - December 2012
Santa Barbara Bank and Trust December 2005 - July 2011
Skills
Credit, Portfolio Management, Credit Analysis, Banking, Relationship Management, Sales, Project Management, Marketing, New Business Development, Account Management
Education
California State University-Chico 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
San Diego State University-California State University 2001 — 2002
Bachelor of Science (B.S.), Finance and Financial Management Services
sarah daun's Santa Barbara Bank and Trust Experience January 2004 - February 2005
Job Account Manager at Sesame Communications
Industry Information Technology and Services
Experience
Sesame Communications January 2013 - March 2014
b2d Marketing October 2006 - January 2013
B2d Marketing LLC October 2006 - October 2012
Morgan Stanley February 2005 - August 2006
Morgan Stanley January 2005 - January 2006
Santa Barbara Bank and Trust January 2004 - February 2005
Skills
Account Management, Cold Calling, Sales, Product Marketing, Outside Sales, Coordinating Events, Project Coordination, Medical Devices, Educational Consulting, Clinical Pharmacology, Legal Requirements, Sales Operations, New Business Development, Training, Trade Shows, Social Media, Customer Service, Selling, Online Marketing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Women's Studies
University of California, Berkeley
BA, Women’s Studies
College of San Mateo 1998 — 2000
Associate of Arts (A.A.)
Western Washington University
Sesame Communications January 2013 - March 2014
b2d Marketing October 2006 - January 2013
B2d Marketing LLC October 2006 - October 2012
Morgan Stanley February 2005 - August 2006
Morgan Stanley January 2005 - January 2006
Santa Barbara Bank and Trust January 2004 - February 2005
Skills
Account Management, Cold Calling, Sales, Product Marketing, Outside Sales, Coordinating Events, Project Coordination, Medical Devices, Educational Consulting, Clinical Pharmacology, Legal Requirements, Sales Operations, New Business Development, Training, Trade Shows, Social Media, Customer Service, Selling, Online Marketing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Women's Studies
University of California, Berkeley
BA, Women’s Studies
College of San Mateo 1998 — 2000
Associate of Arts (A.A.)
Western Washington University
Steve Ruge's Santa Barbara Bank and Trust Experience December 2008 - March 2009
Job Environmental and Physical Sciences Assistant III (GPS Technician) at Colorado Department of Transportation
Industry Government Administration
Experience
Colorado Department of Transportation September 2013 - Present
Apple May 2010 - December 2010
Santa Barbara Bank and Trust December 2008 - March 2009
American Honda Motor Company, Inc. November 2007 - October 2008
City of San Marcos, CA May 2007 - August 2007
Symitar November 2005 - February 2007
TeleTech September 2005 - November 2005
Telespectrum October 2001 - March 2002
GLAAD December 2000 - March 2001
Entertainment Industry Foundation November 2000 - November 2000
Skills
GIS, Americans with..., Americans with..., ADA Title II, ADA Compliance, Field Work, Staff Supervision, State Government, Cartography, Spatial Analysis, ArcGIS, Microsoft Office, Data Collection, Troubleshooting, ESRI, ArcMap, GPS, Trimble GPS, ArcMap Mobile, Local Government, Microsoft Excel, Microsoft Word, iOS, Mac, Geodatabase, Metadata
Education
San Diego Mesa College 2005 — 2007
AS, Geographical Information Systems
Palomar College 2003 — 2005
Computer Information Processing, Biotechnology
John A Logan College 1992 — 1995
Computer Information Systems
Southern Illinois University, Carbondale 1989 — 1991
Computer Science
Glenbrook South High School 1985 — 1989
Diploma, Varied
Colorado Department of Transportation September 2013 - Present
Apple May 2010 - December 2010
Santa Barbara Bank and Trust December 2008 - March 2009
American Honda Motor Company, Inc. November 2007 - October 2008
City of San Marcos, CA May 2007 - August 2007
Symitar November 2005 - February 2007
TeleTech September 2005 - November 2005
Telespectrum October 2001 - March 2002
GLAAD December 2000 - March 2001
Entertainment Industry Foundation November 2000 - November 2000
Skills
GIS, Americans with..., Americans with..., ADA Title II, ADA Compliance, Field Work, Staff Supervision, State Government, Cartography, Spatial Analysis, ArcGIS, Microsoft Office, Data Collection, Troubleshooting, ESRI, ArcMap, GPS, Trimble GPS, ArcMap Mobile, Local Government, Microsoft Excel, Microsoft Word, iOS, Mac, Geodatabase, Metadata
Education
San Diego Mesa College 2005 — 2007
AS, Geographical Information Systems
Palomar College 2003 — 2005
Computer Information Processing, Biotechnology
John A Logan College 1992 — 1995
Computer Information Systems
Southern Illinois University, Carbondale 1989 — 1991
Computer Science
Glenbrook South High School 1985 — 1989
Diploma, Varied
Melanie Grande's Santa Barbara Bank and Trust Experience 1998 - 2000
Job Court Program Supervisor
Industry Government Administration
Experience
Superior Court of California September 2002 - Present
Nerium International March 2012 - December 2013
Quality Maintenance 2000 - 2002
Santa Barbara Bank and Trust 1998 - 2000
Bank of America 1996 - 1998
United States Army Reserve 1992 - 1997
Skills
Customer Service, Accounts Receivable, Government, Program Management, Public Speaking, Research, Strategic Planning, Team Building, Training, Staff Development, Community Outreach, Leadership, Microsoft Word, Nonprofits, Payroll, Policy
Education
California Lutheran University 2011 — 2014
Masters, Public Policy and Administration
California Lutheran University 2004 — 2006
Bachelor's, Business Administration
Ventura College 2002 — 2004
Associates, Business Management
Superior Court of California September 2002 - Present
Nerium International March 2012 - December 2013
Quality Maintenance 2000 - 2002
Santa Barbara Bank and Trust 1998 - 2000
Bank of America 1996 - 1998
United States Army Reserve 1992 - 1997
Skills
Customer Service, Accounts Receivable, Government, Program Management, Public Speaking, Research, Strategic Planning, Team Building, Training, Staff Development, Community Outreach, Leadership, Microsoft Word, Nonprofits, Payroll, Policy
Education
California Lutheran University 2011 — 2014
Masters, Public Policy and Administration
California Lutheran University 2004 — 2006
Bachelor's, Business Administration
Ventura College 2002 — 2004
Associates, Business Management
Patty Phelps Loeser's Santa Barbara Bank and Trust Experience October 1979 - October 1989
Job Owner/Consultant at Loeser Travel Services
Industry Leisure, Travel & Tourism
Experience
Loeser Travel Services February 1997 - Present
Santa Barbara Bank and Trust October 1979 - October 1989
Skills
Cruises, Weddings, Vacation, Travel Management, Leisure Travel, Business Travel, Hospitality, Leisure, Tour Operators, Tourism, Meeting Planning, Adventure Travel, Resorts, Travel Planning, Honeymoons, Incentives, Budgets, Italy specialist -..., Conduct small group..., River Cruise Specialist, Hotels, Luxury, Revenue Analysis, Hospitality Industry
Education
Bethany College 1973 — 1977
B.A. French
Sorbonne University 1976 — 1976
Loeser Travel Services February 1997 - Present
Santa Barbara Bank and Trust October 1979 - October 1989
Skills
Cruises, Weddings, Vacation, Travel Management, Leisure Travel, Business Travel, Hospitality, Leisure, Tour Operators, Tourism, Meeting Planning, Adventure Travel, Resorts, Travel Planning, Honeymoons, Incentives, Budgets, Italy specialist -..., Conduct small group..., River Cruise Specialist, Hotels, Luxury, Revenue Analysis, Hospitality Industry
Education
Bethany College 1973 — 1977
B.A. French
Sorbonne University 1976 — 1976
Rosa-Maria Tscheekar's Santa Barbara Bank and Trust Experience February 1998 - April 2000
Job Policy and Procedure Specialist banking
Industry Banking
Experience
Washington Mutual (now part of JP Morgan Chase) December 2003 - August 2008
Goleta National Bank June 2001 - June 2003
Santa Barbara Bank and Trust February 1998 - April 2000
St. Bernard High School August 1985 - June 1995
Skills
Microsoft Office 2007, Adobe Photo Shop CS5, Adobe Flashprofessional..., Adobe Dreamweaver CS5, Adobe Illustrator CS5, Adobe Acrobat Pro, Web Design, Adobe InDesign CS5, Adobe Flash Catalyst, Adobe, Dreamweaver, Adobe Acrobat, InDesign, Software Documentation, Loan Origination, Mortgage Lending, Illustrator, Training, Consumer Lending, Financial Services, Banking, Microsoft Office, Project Management, Risk Management
Education
University of California, Los Angeles 1976 — 1979
Bachelor of Arts (BA), Spanish Liturature
Allan Hancock College 2010 — 2012
Associate of Science (A.S.), Applied Design/Media: Graphics
Allan Hancock College 2010 — 2012
Certificate of Accomplishment, Applied Design/Media: Website Design
Washington Mutual (now part of JP Morgan Chase) December 2003 - August 2008
Goleta National Bank June 2001 - June 2003
Santa Barbara Bank and Trust February 1998 - April 2000
St. Bernard High School August 1985 - June 1995
Skills
Microsoft Office 2007, Adobe Photo Shop CS5, Adobe Flashprofessional..., Adobe Dreamweaver CS5, Adobe Illustrator CS5, Adobe Acrobat Pro, Web Design, Adobe InDesign CS5, Adobe Flash Catalyst, Adobe, Dreamweaver, Adobe Acrobat, InDesign, Software Documentation, Loan Origination, Mortgage Lending, Illustrator, Training, Consumer Lending, Financial Services, Banking, Microsoft Office, Project Management, Risk Management
Education
University of California, Los Angeles 1976 — 1979
Bachelor of Arts (BA), Spanish Liturature
Allan Hancock College 2010 — 2012
Associate of Science (A.S.), Applied Design/Media: Graphics
Allan Hancock College 2010 — 2012
Certificate of Accomplishment, Applied Design/Media: Website Design
Scott Taccetta's Santa Barbara Bank and Trust Experience March 2010 - March 2012
Job Experienced Investor/Regulatory Reporting Senior Accountant
Industry Financial Services
Experience
WEDBUSH SECURITIES INC. May 2015 - Present
BANK of AMERICA CORPORATION March 2012 - November 2012
SANTA BARBARA BANK and TRUST March 2010 - March 2012
Northern Trust Securities/Investments November 2004 - January 2006
Northern Trust Investments / Securities, Inc January 2004 - January 2006
Northern Trust Securities, Inc. January 2004 - January 2006
The Northern Trust Company October 1997 - November 2004
The Northern Trust Company January 1997 - January 2004
The Northern Trust Company January 1984 - January 2004
The Northern Trust Company January 1994 - January 1997
Skills
Consolidation, Budgets, General Ledger, Auditing, Finance, Risk Management, Financial Analysis, Internal Audit, Accounting, Corporate Finance, Financial Statements, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1982 — 1984
B.S., Finance
DePaul University
Masters, Business Administration, Finance
Northern Illinois University
Bachelor of Science, Finance
WEDBUSH SECURITIES INC. May 2015 - Present
BANK of AMERICA CORPORATION March 2012 - November 2012
SANTA BARBARA BANK and TRUST March 2010 - March 2012
Northern Trust Securities/Investments November 2004 - January 2006
Northern Trust Investments / Securities, Inc January 2004 - January 2006
Northern Trust Securities, Inc. January 2004 - January 2006
The Northern Trust Company October 1997 - November 2004
The Northern Trust Company January 1997 - January 2004
The Northern Trust Company January 1984 - January 2004
The Northern Trust Company January 1994 - January 1997
Skills
Consolidation, Budgets, General Ledger, Auditing, Finance, Risk Management, Financial Analysis, Internal Audit, Accounting, Corporate Finance, Financial Statements, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1982 — 1984
B.S., Finance
DePaul University
Masters, Business Administration, Finance
Northern Illinois University
Bachelor of Science, Finance
Kevin Lydon, CPA's Santa Barbara Bank and Trust Experience May 2011 - October 2011
Job Senior Accountant at Kilroy Realty Corporation
Industry Accounting
Experience
Kilroy Realty Corporation January 2015 - Present
Deloitte October 2012 - January 2015
Welk Resort Group June 2012 - September 2012
BRITA GmbH August 2011 - May 2012
UC Santa Barbara December 2010 - May 2012
Santa Barbara Bank and Trust May 2011 - October 2011
Welk Resort Group July 2007 - September 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Event Planning, Research, Event Management, Accounting, Bloomberg Terminal, Recruiting, Management, Business Planning
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting
Kilroy Realty Corporation January 2015 - Present
Deloitte October 2012 - January 2015
Welk Resort Group June 2012 - September 2012
BRITA GmbH August 2011 - May 2012
UC Santa Barbara December 2010 - May 2012
Santa Barbara Bank and Trust May 2011 - October 2011
Welk Resort Group July 2007 - September 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Event Planning, Research, Event Management, Accounting, Bloomberg Terminal, Recruiting, Management, Business Planning
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting
Scott Mathews's Santa Barbara Bank and Trust Experience November 2007 - December 2012
Job Owner, Oak View Properties
Industry Real Estate
Experience
Oak View Properties October 2007 - Present
Santa Barbara Bank and Trust November 2007 - December 2012
Mid-State Bank & Trust January 2000 - November 2007
Bank of America 1996 - 2000
Skills
Real Estate, Finance, Business, Wine, Loans, Commercial Real Estate, Underwriting, Selling, Investments, Residential Homes, Investment Properties, Small Business, Credit, REO, Real Estate Transactions, Portfolio Management, Mortgage Lending, Small Business Lending, Residential Mortgages, First Time Home Buyers, Mortgage Banking, Commercial Mortgages, Foreclosures, Loan Origination, FHA, Real Estate Development, Commercial Lending, Credit Analysis, Refinance, Sales
Education
University of La Verne 1998 — 2000
BA, Business
Oak View Properties October 2007 - Present
Santa Barbara Bank and Trust November 2007 - December 2012
Mid-State Bank & Trust January 2000 - November 2007
Bank of America 1996 - 2000
Skills
Real Estate, Finance, Business, Wine, Loans, Commercial Real Estate, Underwriting, Selling, Investments, Residential Homes, Investment Properties, Small Business, Credit, REO, Real Estate Transactions, Portfolio Management, Mortgage Lending, Small Business Lending, Residential Mortgages, First Time Home Buyers, Mortgage Banking, Commercial Mortgages, Foreclosures, Loan Origination, FHA, Real Estate Development, Commercial Lending, Credit Analysis, Refinance, Sales
Education
University of La Verne 1998 — 2000
BA, Business
Henry Gonsalves's Santa Barbara Bank and Trust Experience September 1998 - November 2000
Job Financial Services Operations Professional
Industry Financial Services
Experience
FDIC April 2010 - January 2011
Wells Fargo Advisors April 2007 - March 2009
Wachovia Securities Financial Network January 2005 - October 2006
Beneco, Inc October 2003 - September 2004
The Benefits Group, Inc July 2001 - October 2002
Wachovia Securities December 2000 - January 2001
Santa Barbara Bank and Trust September 1998 - November 2000
Skills
Mutual Funds, Investments, Banking, Excel, Word, Customer Service, Administration, Problem Solving, Microsoft Office, Customer Relations, Microsoft Excel, Microsoft Word, System Administration, Wealth Management, Account Reconciliation, Accounting, Trading, Financial Analysis, Financial Services, Business Analysis, Securities, Valuation, Equities, Fixed Income, Financial Reporting, Analysis, Options, Back Office, Bloomberg, Bonds, Investment Banking, Financial Risk, Credit Risk, Risk Management, Finance, Financial Markets, Credit, Asset Allocation, Loans, Credit Analysis, Asset Management, Relationship Management, Hedge Funds, Cash Management
Education
California State University-Northridge 1982 — 1984
Finance
Santa Monica College 1980 — 1982
Accounting
FDIC April 2010 - January 2011
Wells Fargo Advisors April 2007 - March 2009
Wachovia Securities Financial Network January 2005 - October 2006
Beneco, Inc October 2003 - September 2004
The Benefits Group, Inc July 2001 - October 2002
Wachovia Securities December 2000 - January 2001
Santa Barbara Bank and Trust September 1998 - November 2000
Skills
Mutual Funds, Investments, Banking, Excel, Word, Customer Service, Administration, Problem Solving, Microsoft Office, Customer Relations, Microsoft Excel, Microsoft Word, System Administration, Wealth Management, Account Reconciliation, Accounting, Trading, Financial Analysis, Financial Services, Business Analysis, Securities, Valuation, Equities, Fixed Income, Financial Reporting, Analysis, Options, Back Office, Bloomberg, Bonds, Investment Banking, Financial Risk, Credit Risk, Risk Management, Finance, Financial Markets, Credit, Asset Allocation, Loans, Credit Analysis, Asset Management, Relationship Management, Hedge Funds, Cash Management
Education
California State University-Northridge 1982 — 1984
Finance
Santa Monica College 1980 — 1982
Accounting
Lisa James's Santa Barbara Bank and Trust Experience March 2010 - August 2010
Job VP Business Banking RM & Branch Manager
Industry Banking
Experience
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
Glenna Datta's Santa Barbara Bank and Trust Experience January 1997 - March 2012
Job VP/Business Banking Relationship Manager
Industry Banking
Experience
Union Bank June 2013 - Present
1st Capital Bank March 2012 - June 2013
Santa Barbara Bank and Trust January 1997 - March 2012
Skills
Commercial Banking, Credit, Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Credit Risk, Cash Flow Lending, Loans
Education
San Jose State University 1992 — 1996
BS, Business Administration- Finance
Union Bank June 2013 - Present
1st Capital Bank March 2012 - June 2013
Santa Barbara Bank and Trust January 1997 - March 2012
Skills
Commercial Banking, Credit, Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Credit Risk, Cash Flow Lending, Loans
Education
San Jose State University 1992 — 1996
BS, Business Administration- Finance
Cindy Eyanson's Santa Barbara Bank and Trust Experience 1995 - November 2012
Job Mortgage Loan Officer | Real Estate Loans | Jumbo Loan Specialist | NMLS # 614322
Industry Real Estate
Experience
Provident Bank Mortgage October 2013 - Present
Caliber Funding October 2012 - October 2013
Caliber Home Loans 2012 - October 2013
Santa Barbara Bank and Trust 1995 - November 2012
JP Morgan Chase 2007 - 2009
Quadran Mortgage Consulting 1990 - 1995
Skills
Luxury Financing, Jumbo Mortgage, Super Jumbo, Portfolio Lending, Internet Marketing, Purchase Financing, Purchase Money, Home Loans, Mortgage Lending, Portfolio Management, Marketing, Marketing Strategy, Digital Marketing, Digital Media, Video Marketing, Mobile Marketing, Refinance, Loans, Finance, Mortgage Banking, NMLS Licensed, Loan Origination, FHA, NMLS, First Time Home Buyers, Credit, Vacation Homes, FHA financing, Investment Properties, Certified Mortgage..., FNMA, Residential Mortgages, Mortgage Marketing, Condos, Single Family Homes, Credit Analysis, Real Estate, Non-Conforming, FHLMC, HomePath, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
Provident Bank Mortgage October 2013 - Present
Caliber Funding October 2012 - October 2013
Caliber Home Loans 2012 - October 2013
Santa Barbara Bank and Trust 1995 - November 2012
JP Morgan Chase 2007 - 2009
Quadran Mortgage Consulting 1990 - 1995
Skills
Luxury Financing, Jumbo Mortgage, Super Jumbo, Portfolio Lending, Internet Marketing, Purchase Financing, Purchase Money, Home Loans, Mortgage Lending, Portfolio Management, Marketing, Marketing Strategy, Digital Marketing, Digital Media, Video Marketing, Mobile Marketing, Refinance, Loans, Finance, Mortgage Banking, NMLS Licensed, Loan Origination, FHA, NMLS, First Time Home Buyers, Credit, Vacation Homes, FHA financing, Investment Properties, Certified Mortgage..., FNMA, Residential Mortgages, Mortgage Marketing, Condos, Single Family Homes, Credit Analysis, Real Estate, Non-Conforming, FHLMC, HomePath, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
Jason Koopmans's Santa Barbara Bank and Trust Experience April 2011 - October 2011
Job Instructional Technician for Positive Behavior Support at Harbor High School
Industry Banking
Experience
Harbor High School September 2012 - Present
Santa Barbara Bank and Trust April 2011 - October 2011
Santa Barbara Bank and Trust January 2008 - April 2011
Macy's August 2007 - January 2008
Skills
Loan Origination, Credit Analysis, Microsoft Word, Social Networking, Analysis, Coaching, Credit, Loans, Retail Banking, Cross Selling, Software Documentation, Strategic Planning, Banking, Customer Service, Home Equity Loans, Leadership, Small Business Lending, Event Planning, Time Management, Management, Mortgage Lending, Sales, Microsoft Excel, Team Leadership, Commercial Banking, Consumer Lending, Public Speaking, Commercial Lending, Financial Analysis, Microsoft Office, Lines Of Credit, Operations Management
Education
Simpson University 2003 — 2007
BA, Business Admin
Harbor High School September 2012 - Present
Santa Barbara Bank and Trust April 2011 - October 2011
Santa Barbara Bank and Trust January 2008 - April 2011
Macy's August 2007 - January 2008
Skills
Loan Origination, Credit Analysis, Microsoft Word, Social Networking, Analysis, Coaching, Credit, Loans, Retail Banking, Cross Selling, Software Documentation, Strategic Planning, Banking, Customer Service, Home Equity Loans, Leadership, Small Business Lending, Event Planning, Time Management, Management, Mortgage Lending, Sales, Microsoft Excel, Team Leadership, Commercial Banking, Consumer Lending, Public Speaking, Commercial Lending, Financial Analysis, Microsoft Office, Lines Of Credit, Operations Management
Education
Simpson University 2003 — 2007
BA, Business Admin
Tracie Wallace's Santa Barbara Bank and Trust Experience April 2011 - April 2013
Job Commercial Loan Officer
Industry Banking
Experience
Heritage Bank of Commerce April 2013 - Present
Girl Scouts of Northern California 2005 - Present
Santa Barbara Bank and Trust April 2011 - April 2013
Texas independent bankers bank June 2008 - December 2009
Bank of america July 1993 - December 2004
Skills
Commercial Banking, Underwriting, Portfolio Management, Lines Of Credit, Commercial Lending, Commercial Credit, Commercial Mortgages, Loans, Asset Based Lending, Consumer Lending, Credit, Commercial Real Estate, Credit Analysis, Loan Origination, Deposits, Small Business Lending, Credit Risk
Education
San Jose State University 1989 — 1994
Bs, Finance
Heritage Bank of Commerce April 2013 - Present
Girl Scouts of Northern California 2005 - Present
Santa Barbara Bank and Trust April 2011 - April 2013
Texas independent bankers bank June 2008 - December 2009
Bank of america July 1993 - December 2004
Skills
Commercial Banking, Underwriting, Portfolio Management, Lines Of Credit, Commercial Lending, Commercial Credit, Commercial Mortgages, Loans, Asset Based Lending, Consumer Lending, Credit, Commercial Real Estate, Credit Analysis, Loan Origination, Deposits, Small Business Lending, Credit Risk
Education
San Jose State University 1989 — 1994
Bs, Finance
Evan Wilkinson's Santa Barbara Bank and Trust Experience February 2005 - January 2007
Job Sales Representative at Yodle
Industry Information Technology and Services
Experience
Yodle September 2014 - Present
Invenio Marketing Solutions February 2014 - July 2014
Balboa Capital January 2013 - August 2013
YMS Local May 2012 - December 2012
SinFactory Media May 2008 - February 2011
Santa Barbara Bank and Trust February 2005 - January 2007
Skills
Customer Service, Sales, Retail
Education
California State University-Long Beach
Communication
Santa Barbara City College
Associate's degree, Marketing
Yodle September 2014 - Present
Invenio Marketing Solutions February 2014 - July 2014
Balboa Capital January 2013 - August 2013
YMS Local May 2012 - December 2012
SinFactory Media May 2008 - February 2011
Santa Barbara Bank and Trust February 2005 - January 2007
Skills
Customer Service, Sales, Retail
Education
California State University-Long Beach
Communication
Santa Barbara City College
Associate's degree, Marketing
Demetriss Shaw's Santa Barbara Bank and Trust Experience December 2008 - January 2010
Job Registered Nurse
Industry Health, Wellness and Fitness
Experience
Santa Barbara Bank and Trust December 2008 - January 2010
Citigroup May 2005 - November 2007
Skills
Public Speaking, Editing, Photoshop, Social Media, Customer Service, Microsoft Excel, Microsoft Office
Education
Los Angeles Valley College 2011 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Middle Tennessee State University 1999 — 2002
Bachelor’s Degree, University Studies
Santa Barbara Bank and Trust December 2008 - January 2010
Citigroup May 2005 - November 2007
Skills
Public Speaking, Editing, Photoshop, Social Media, Customer Service, Microsoft Excel, Microsoft Office
Education
Los Angeles Valley College 2011 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Middle Tennessee State University 1999 — 2002
Bachelor’s Degree, University Studies
Roy Bouwmeester, CMR's Santa Barbara Bank and Trust Experience 1975 - 1977
Job Retired Senior Professional Healthcare Representative with Pfizer,Wyeth and Robins
Industry Pharmaceuticals
Experience
Pfizer August 1977 - September 2010
Previously with Pfizer,Wyeth and Robins 1977 - 2010
Santa Barbara Bank and Trust 1975 - 1977
Bouwmeester Export August 1973 - October 1975
Skills
Pharmaceutical Sales, Rheumatology, Hospital Sales, International Marketing, Agricultural Sales, Banking, Tennis Coach, Football Coach,..., Gardening and Carpentry..., Medical Affairs
Education
Certified Medical Representative 1985 — 1985
Technische Universiteit Delft 1969 — 1971
Rijnlands Lyceum, Oegstgeest, The Netherlands 1964 — 1969
Pfizer August 1977 - September 2010
Previously with Pfizer,Wyeth and Robins 1977 - 2010
Santa Barbara Bank and Trust 1975 - 1977
Bouwmeester Export August 1973 - October 1975
Skills
Pharmaceutical Sales, Rheumatology, Hospital Sales, International Marketing, Agricultural Sales, Banking, Tennis Coach, Football Coach,..., Gardening and Carpentry..., Medical Affairs
Education
Certified Medical Representative 1985 — 1985
Technische Universiteit Delft 1969 — 1971
Rijnlands Lyceum, Oegstgeest, The Netherlands 1964 — 1969
Thomas Yau's Santa Barbara Bank and Trust Experience September 2006 - May 2010
Job Vice President ACL Business Analyst at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Conrad Torres's Santa Barbara Bank and Trust Experience December 2007 - June 2009
Job OwnerOperator at Radiance Tanning and Boutique
Industry Health, Wellness and Fitness
Experience
Radiance Tanning and Boutique July 2012 - Present
Santa Barbara Bank and Trust December 2007 - June 2009
Chumash Casino Resort and Hotel Corque January 2006 - August 2008
Skills
Customer Service, Public Speaking, Microsoft Office, Fitness, Team Building, Event Planning, Sales, Social Media, Nutrition, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Antioch University-Santa Barbara 2005 — 2008
Master of Arts (MA), Organizational Management
Antioch University-Santa Barbara 2005 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Radiance Tanning and Boutique July 2012 - Present
Santa Barbara Bank and Trust December 2007 - June 2009
Chumash Casino Resort and Hotel Corque January 2006 - August 2008
Skills
Customer Service, Public Speaking, Microsoft Office, Fitness, Team Building, Event Planning, Sales, Social Media, Nutrition, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Antioch University-Santa Barbara 2005 — 2008
Master of Arts (MA), Organizational Management
Antioch University-Santa Barbara 2005 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Barbara Almeida's Santa Barbara Bank and Trust Experience May 1985 - June 2013
Job VP, Loan Operations Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust July 2013 - Present
Santa Barbara Bank and Trust May 1985 - June 2013
Santa Barbara Savings & Loan September 1977 - January 1985
Skills
Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Lines Of Credit, Loan Servicing, Loan Investor Reporting..., Construction Loan..., Loan Reporting, Business Analysis, Deposits, Commercial Mortgages, Commercial Lending, Asset Based Lending, Refinance, Construction Loans, Payments, FHA, Mortgage Banking, Residential Mortgages
Education
University of California, Santa Barbara 1972 — 1977
Bachelor of Arts (BA), Ergonomics
Montecito Bank & Trust July 2013 - Present
Santa Barbara Bank and Trust May 1985 - June 2013
Santa Barbara Savings & Loan September 1977 - January 1985
Skills
Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Lines Of Credit, Loan Servicing, Loan Investor Reporting..., Construction Loan..., Loan Reporting, Business Analysis, Deposits, Commercial Mortgages, Commercial Lending, Asset Based Lending, Refinance, Construction Loans, Payments, FHA, Mortgage Banking, Residential Mortgages
Education
University of California, Santa Barbara 1972 — 1977
Bachelor of Arts (BA), Ergonomics
Ernesto Beltran's Santa Barbara Bank and Trust Experience January 2006 - June 2012
Job Business Banking Specialist
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo August 2013 - Present
Santa Barbara Bank and Trust January 2006 - June 2012
Wells Fargo February 2004 - January 2006
Skills
Sales, Credit, Loans, Consumer Lending, Relationship Management, Team Building, Cross Selling, Coaching, Cold Calling, Refinance, Finance, Loss Prevention, Profit, Store Management, Customer Service, Sales Management, Retail, Banking, Mortgage Lending
Education
Moorpark College 2010 — 2012
Associate’s Degree, Political Science and Government
Santa Barbara City College 2001 — 2003
Wells Fargo October 2014 - Present
Wells Fargo August 2013 - Present
Santa Barbara Bank and Trust January 2006 - June 2012
Wells Fargo February 2004 - January 2006
Skills
Sales, Credit, Loans, Consumer Lending, Relationship Management, Team Building, Cross Selling, Coaching, Cold Calling, Refinance, Finance, Loss Prevention, Profit, Store Management, Customer Service, Sales Management, Retail, Banking, Mortgage Lending
Education
Moorpark College 2010 — 2012
Associate’s Degree, Political Science and Government
Santa Barbara City College 2001 — 2003
Jeanine Curtis's Santa Barbara Bank and Trust Experience February 2003 - February 2008
Job Banking Professional
Industry Banking
Experience
Union Bank February 2008 - Present
Santa Barbara Bank and Trust February 2003 - February 2008
World Savings June 2001 - February 2003
Skills
Customer Service, Marketing, Mortgage Lending, Time Management, Organization, Teamwork, Data Entry, Office Administration, Accounting for Small..., Highly motivated...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor of Science (BS), Agricultural Business Management / Marketing, Suma Cum Laude, GPA 3.73
Ventura Community College 1989 — 1997
Associate of Arts (AA), Accounting and Business/Management
Union Bank February 2008 - Present
Santa Barbara Bank and Trust February 2003 - February 2008
World Savings June 2001 - February 2003
Skills
Customer Service, Marketing, Mortgage Lending, Time Management, Organization, Teamwork, Data Entry, Office Administration, Accounting for Small..., Highly motivated...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor of Science (BS), Agricultural Business Management / Marketing, Suma Cum Laude, GPA 3.73
Ventura Community College 1989 — 1997
Associate of Arts (AA), Accounting and Business/Management
Dwight Cole's Santa Barbara Bank and Trust Experience March 2008 - August 2013
Job SVP, Retired at U.S. Trust
Industry Financial Services
Experience
U.S. Trust February 2014 - April 2014
Santa Barbara Bank and Trust March 2008 - August 2013
Stinson Leonard Street LLP October 2006 - March 2008
Guilfoil Petzall & Shoemake, L.L.C. April 1999 - September 2006
Skills
Credit, Risk Management, Portfolio Management, Management, Banking, Estate Planning, Finance, Commercial Banking, Credit Analysis, Financial Analysis, Loans
Education
Washington University in St. Louis School of Law 1988 — 1989
Taxation
Saint Louis University School of Law 1985 — 1987
Doctor of Law (J.D.), Law
Southeast Missouri State University 1973 — 1975
Bachelor of Science (BS), Psychology
U.S. Trust February 2014 - April 2014
Santa Barbara Bank and Trust March 2008 - August 2013
Stinson Leonard Street LLP October 2006 - March 2008
Guilfoil Petzall & Shoemake, L.L.C. April 1999 - September 2006
Skills
Credit, Risk Management, Portfolio Management, Management, Banking, Estate Planning, Finance, Commercial Banking, Credit Analysis, Financial Analysis, Loans
Education
Washington University in St. Louis School of Law 1988 — 1989
Taxation
Saint Louis University School of Law 1985 — 1987
Doctor of Law (J.D.), Law
Southeast Missouri State University 1973 — 1975
Bachelor of Science (BS), Psychology
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation