Sanwa Bank
Description
The Sanwa Bank, Limited was a major Japanese bank headquartered in Osaka, which operated from 1933 to 2002. It merged with Tokai Bank to form UFJ Bank. In the 1990s, it was the most profitable bank in the world, and second-largest in terms of assets behind its eventual merger partner Tokyo-Mitsubishi. Founded: 1933
Sanwa Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sanwa Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sanwa Bank Employees
Employee
Years
Job
Industry
Thomas Hisey Thomas Hisey's Sanwa Bank Experience March 1997 - August 1998
Job Consultant at RGP
Industry Management Consulting
Experience
RGP December 2014 - Present
Thomas Hisey 2012 - 2014
Capgemini November 2010 - March 2012
iGATE Global Solutions November 2009 - October 2010
Deloitte February 2000 - January 2009
Arthur Andersen LLP September 1998 - February 2000
Sanwa Bank March 1997 - August 1998
Credit Lyonnais September 1996 - March 1997
Harris Bank September 1992 - September 1996
Skills
Risk Management, Financial Risk, Financial Modeling, Credit Risk, Strategy, Enterprise Risk..., Financial Analysis, Corporate Finance, Investment Banking, Market Risk, Banking, Portfolio Management, Derivatives, Analytics, Analysis, Business Process, Capital Markets, Finance, Commercial Banking, Basel II, Business Analysis, Project Management, Policy, Natural Gas, Forecasting, Internal Audit, Credit, Business Development, Internal Controls, Management, Trading, Requirements Analysis, Financial Reporting, Change Management, Process Improvement, Sarbanes-Oxley, Structured Finance, Consumer Lending, Program Management, SQL, Capital Adequacy, Basel III, Public Speaking, Proposal Writing, Marketing, Liquidity Risk, Operational Risk..., Leadership, Management Consulting, Consulting
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economics, Finance, French
RGP December 2014 - Present
Thomas Hisey 2012 - 2014
Capgemini November 2010 - March 2012
iGATE Global Solutions November 2009 - October 2010
Deloitte February 2000 - January 2009
Arthur Andersen LLP September 1998 - February 2000
Sanwa Bank March 1997 - August 1998
Credit Lyonnais September 1996 - March 1997
Harris Bank September 1992 - September 1996
Skills
Risk Management, Financial Risk, Financial Modeling, Credit Risk, Strategy, Enterprise Risk..., Financial Analysis, Corporate Finance, Investment Banking, Market Risk, Banking, Portfolio Management, Derivatives, Analytics, Analysis, Business Process, Capital Markets, Finance, Commercial Banking, Basel II, Business Analysis, Project Management, Policy, Natural Gas, Forecasting, Internal Audit, Credit, Business Development, Internal Controls, Management, Trading, Requirements Analysis, Financial Reporting, Change Management, Process Improvement, Sarbanes-Oxley, Structured Finance, Consumer Lending, Program Management, SQL, Capital Adequacy, Basel III, Public Speaking, Proposal Writing, Marketing, Liquidity Risk, Operational Risk..., Leadership, Management Consulting, Consulting
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economics, Finance, French
Derrick Tai Derrick Tai's Sanwa Bank Experience September 1998 - May 2002
Job
Industry Information Technology and Services
Experience
Chinese Community Health Plan (CCHP) November 2014 - Present
ServiceSource March 2012 - October 2014
ServiceSource September 2006 - March 2012
US Bank February 2004 - January 2008
ServiceSource September 2005 - August 2006
TechTV January 2004 - May 2004
Sanwa Bank September 1998 - May 2002
Skills
Microsoft Dynamics, Microsoft Excel, Sales Operations, Siebel, Business Objects, Management, SSRS, SSIS, Outlook, Visio, Goldmine, Oracle, Mindjet, PowerPoint, Oracle 11i, Microsoft Word
Education
SFSU 2001 — 2004
Bachelor of Arts, Double Major: Radio and Television, and Asian American Studies
City College of San Francisco 1998 — 2001
Associate of Arts, General Study
Chinese Community Health Plan (CCHP) November 2014 - Present
ServiceSource March 2012 - October 2014
ServiceSource September 2006 - March 2012
US Bank February 2004 - January 2008
ServiceSource September 2005 - August 2006
TechTV January 2004 - May 2004
Sanwa Bank September 1998 - May 2002
Skills
Microsoft Dynamics, Microsoft Excel, Sales Operations, Siebel, Business Objects, Management, SSRS, SSIS, Outlook, Visio, Goldmine, Oracle, Mindjet, PowerPoint, Oracle 11i, Microsoft Word
Education
SFSU 2001 — 2004
Bachelor of Arts, Double Major: Radio and Television, and Asian American Studies
City College of San Francisco 1998 — 2001
Associate of Arts, General Study
Dave Hammons Dave Hammons's Sanwa Bank Experience October 1988 - October 2000
Job Custodian at Progress Rail Services Corporation
Industry Facilities Services
Experience
Progress Rail Services Corporation June 2014 - June 2015
Holiday Inn Express July 2013 - November 2013
Wayside Chapel February 2010 - July 2013
GTW Distributing (DHL contractor) June 2008 - December 2008
Cardinal Health March 2008 - June 2008
Rite Aid Distribution Center January 2003 - September 2007
ITI/SCSC (NASA contractor) October 2000 - October 2002
Sanwa Bank October 1988 - October 2000
J.C. Penny July 1988 - October 1988
US Navy July 1984 - June 1988
Skills
Microsoft Word, Microsoft Excel, Environmental Awareness, PowerPoint, Data Entry, Carpet Cleaning, Forklift Operator, Windows, Microsoft Office, Research, Supervisory Skills, Inventory Management, Time Management, Process Scheduler, Customer Service, Outlook, Janitorial, Military, Office Administration, Safety, Accounts Payable, Warehousing, Warehouse Management, Stocking, Information Processing, Teller Operations, Leadership, Shipping, Dispatching, package delivery, Building Maintenance, Public Speaking, Social Media, Team Building
Education
Cerritos College 1988 — 1989
Automobile/Automotive Mechanics Technology/Technician
Downey High School 1981 — 1984
Diploma, High School
Progress Rail Services Corporation June 2014 - June 2015
Holiday Inn Express July 2013 - November 2013
Wayside Chapel February 2010 - July 2013
GTW Distributing (DHL contractor) June 2008 - December 2008
Cardinal Health March 2008 - June 2008
Rite Aid Distribution Center January 2003 - September 2007
ITI/SCSC (NASA contractor) October 2000 - October 2002
Sanwa Bank October 1988 - October 2000
J.C. Penny July 1988 - October 1988
US Navy July 1984 - June 1988
Skills
Microsoft Word, Microsoft Excel, Environmental Awareness, PowerPoint, Data Entry, Carpet Cleaning, Forklift Operator, Windows, Microsoft Office, Research, Supervisory Skills, Inventory Management, Time Management, Process Scheduler, Customer Service, Outlook, Janitorial, Military, Office Administration, Safety, Accounts Payable, Warehousing, Warehouse Management, Stocking, Information Processing, Teller Operations, Leadership, Shipping, Dispatching, package delivery, Building Maintenance, Public Speaking, Social Media, Team Building
Education
Cerritos College 1988 — 1989
Automobile/Automotive Mechanics Technology/Technician
Downey High School 1981 — 1984
Diploma, High School
Lia Lewis's Sanwa Bank Experience August 1996 - April 2000
Job Technical Service Representative at Biosense Webster
Industry Airlines/Aviation
Experience
Biosense Webster April 2014 - Present
Watson Pharmaceuticals April 2013 - Present
Scientific Pharmaceuticals, Inc September 2008 - March 2012
Virgin America 2012 - 2012
Arrowhead Trust Inc. April 2000 - December 2005
Sanwa Bank August 1996 - April 2000
Inland Valley Daily Newspaper January 1998 - July 1998
United Airlines June 1996 - November 1997
Skills
utilizing software..., Data Entry, Accounts Payable, Administrative..., Accounts Receivable, Payroll, Account Reconciliation, Customer Service, Microsoft Excel, Accounting, PowerPoint, Recruiting, Invoicing, Customer Satisfaction, Microsoft Word, Process Scheduler, General Ledger, Lotus Notes, Auditing, Spreadsheets, Finance, Analysis, Retail, Administrative...
Education
University of Phoenix 2002 — 2006
Bachelor of Science, Business Management and Finance
University of Phoenix 2001 — 2006
Bachelor's degree, Business Administration and Management, General, 2.89
Biosense Webster April 2014 - Present
Watson Pharmaceuticals April 2013 - Present
Scientific Pharmaceuticals, Inc September 2008 - March 2012
Virgin America 2012 - 2012
Arrowhead Trust Inc. April 2000 - December 2005
Sanwa Bank August 1996 - April 2000
Inland Valley Daily Newspaper January 1998 - July 1998
United Airlines June 1996 - November 1997
Skills
utilizing software..., Data Entry, Accounts Payable, Administrative..., Accounts Receivable, Payroll, Account Reconciliation, Customer Service, Microsoft Excel, Accounting, PowerPoint, Recruiting, Invoicing, Customer Satisfaction, Microsoft Word, Process Scheduler, General Ledger, Lotus Notes, Auditing, Spreadsheets, Finance, Analysis, Retail, Administrative...
Education
University of Phoenix 2002 — 2006
Bachelor of Science, Business Management and Finance
University of Phoenix 2001 — 2006
Bachelor's degree, Business Administration and Management, General, 2.89
Joy Condon Joy Condon's Sanwa Bank Experience June 1998 - November 2000
Job Senior Vice President, National Finance Group, Lennar Corporation
Industry Commercial Real Estate
Experience
Lennar Corporation December 2000 - Present
Sanwa Bank June 1998 - November 2000
Bank of America April 1992 - June 1998
Education
Chapman University, The George L. Argyros School of Business and Economics 1997 — 2000
MBA, Business Administration
Elon University - Martha and Spencer Love School of Business 1987 — 1991
BS, Business Administration
Lennar Corporation December 2000 - Present
Sanwa Bank June 1998 - November 2000
Bank of America April 1992 - June 1998
Education
Chapman University, The George L. Argyros School of Business and Economics 1997 — 2000
MBA, Business Administration
Elon University - Martha and Spencer Love School of Business 1987 — 1991
BS, Business Administration
Jennifer Rodts, SPHR Jennifer Rodts, SPHR's Sanwa Bank Experience 1991 - 1992
Job Director of Human Resources at Boston Ballet
Industry Human Resources
Experience
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Chris Rodriguez Chris Rodriguez's Sanwa Bank Experience October 1998 - October 2000
Job Systems Engineering Manager, Pacific Select Region at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems August 2013 - Present
Cisco Systems February 2013 - July 2013
Cisco Systems May 2012 - February 2013
Fidelity National Information Services October 2011 - May 2012
FNIS January 2006 - October 2011
Fidelity National Information Services January 2003 - January 2006
Fidelity National Information Services September 2001 - January 2003
LD Exchange October 2000 - October 2001
Sanwa Bank October 1998 - October 2000
Sanwa Bank 1997 - 1999
Skills
VPN, WAN, VoIP, Switches, Disaster Recovery, Data Center, Vendor Management, Security, Cisco Technologies, ITIL, VMware, IT Management, Troubleshooting, Active Directory, Network Security, Virtualization, Servers, Windows Server, Process Improvement, Project Management, Enterprise Software, Firewalls, Integration, Managed Services, Networking, Routing, SDLC, Outsourcing
Education
California State University-Fullerton - College of Business and Economics 1996 — 1999
BA, Business Administration - MIS
Fullerton College 1993 — 1996
Associates, Business Administration
Cisco Systems August 2013 - Present
Cisco Systems February 2013 - July 2013
Cisco Systems May 2012 - February 2013
Fidelity National Information Services October 2011 - May 2012
FNIS January 2006 - October 2011
Fidelity National Information Services January 2003 - January 2006
Fidelity National Information Services September 2001 - January 2003
LD Exchange October 2000 - October 2001
Sanwa Bank October 1998 - October 2000
Sanwa Bank 1997 - 1999
Skills
VPN, WAN, VoIP, Switches, Disaster Recovery, Data Center, Vendor Management, Security, Cisco Technologies, ITIL, VMware, IT Management, Troubleshooting, Active Directory, Network Security, Virtualization, Servers, Windows Server, Process Improvement, Project Management, Enterprise Software, Firewalls, Integration, Managed Services, Networking, Routing, SDLC, Outsourcing
Education
California State University-Fullerton - College of Business and Economics 1996 — 1999
BA, Business Administration - MIS
Fullerton College 1993 — 1996
Associates, Business Administration
Christine MacKay, CFA, MBA Christine MacKay, CFA, MBA's Sanwa Bank Experience June 1992 - April 1996
Job Senior Level Executive with Expertise in Commercial Lending, Risk Management, Process Improvement and Consulting
Industry Financial Services
Experience
Emory University School of Law September 2012 - Present
Financial Institutions, Banks & In-house finance offices June 2013 - Present
Textron Financial Corporation April 2008 - May 2011
Textron Financial Corporation 2004 - 2008
Textron Financial 2002 - 2004
Sanwa Bank June 1992 - April 1996
Skills
Six Sigma, Advisory Boards, Business Process..., Forecasting, Risk Management, Risk Analysis, Credit Analysis, Credit Risk, Credit Scoring, Liquidity Management, Portfolio Management, Turn Around Specialist, Acquisition Analysis, Acquisition Integration, Process Consulting, Management Consulting, Debt Restructuring, Commercial Banking, Strategic Planning, Corporate Finance, Factoring, Credit, Commercial Lending, Asset Based Lending, Underwriting, Mergers & Acquisitions, Leadership, Valuation, Loans, Financial Risk, Capital Markets, Investment Banking, Structured Finance, Finance, Cash Flow, Business Valuation, Executive Management, Financial Modeling, Due Diligence, Auditing, Management, Restructuring, Accounting, Banking, Private Equity, Financial Services, Financial Structuring, Strategic Financial..., Asset Management, Funding
Education
Georgia State University 1992 — 1996
MBA, Finance
Queens University of Charlotte 1980 — 1984
BA - Business Administration, Business
Dunwoody high school
Emory University School of Law September 2012 - Present
Financial Institutions, Banks & In-house finance offices June 2013 - Present
Textron Financial Corporation April 2008 - May 2011
Textron Financial Corporation 2004 - 2008
Textron Financial 2002 - 2004
Sanwa Bank June 1992 - April 1996
Skills
Six Sigma, Advisory Boards, Business Process..., Forecasting, Risk Management, Risk Analysis, Credit Analysis, Credit Risk, Credit Scoring, Liquidity Management, Portfolio Management, Turn Around Specialist, Acquisition Analysis, Acquisition Integration, Process Consulting, Management Consulting, Debt Restructuring, Commercial Banking, Strategic Planning, Corporate Finance, Factoring, Credit, Commercial Lending, Asset Based Lending, Underwriting, Mergers & Acquisitions, Leadership, Valuation, Loans, Financial Risk, Capital Markets, Investment Banking, Structured Finance, Finance, Cash Flow, Business Valuation, Executive Management, Financial Modeling, Due Diligence, Auditing, Management, Restructuring, Accounting, Banking, Private Equity, Financial Services, Financial Structuring, Strategic Financial..., Asset Management, Funding
Education
Georgia State University 1992 — 1996
MBA, Finance
Queens University of Charlotte 1980 — 1984
BA - Business Administration, Business
Dunwoody high school
Val Polizzotto Val Polizzotto's Sanwa Bank Experience 1995 - 1997
Job Director Central Banks Sales at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2011 - Present
HSBC Securities December 2004 - December 2010
Barclays Capital July 1999 - December 2003
Atlantic Bank of NY 1997 - 1999
Sanwa Bank 1995 - 1997
Skills
Fixed Income, Capital Markets, Financial Markets, Bloomberg, Bonds, Electronic Trading, Derivatives, Interest Rate...
Education
Binghamton University - School of Management 1991 — 1994
Finance, General
Adelphi University 1991 — 1992
Mary Louis Academy 1986 — 1992
BNP Paribas January 2011 - Present
HSBC Securities December 2004 - December 2010
Barclays Capital July 1999 - December 2003
Atlantic Bank of NY 1997 - 1999
Sanwa Bank 1995 - 1997
Skills
Fixed Income, Capital Markets, Financial Markets, Bloomberg, Bonds, Electronic Trading, Derivatives, Interest Rate...
Education
Binghamton University - School of Management 1991 — 1994
Finance, General
Adelphi University 1991 — 1992
Mary Louis Academy 1986 — 1992
John Accardi John Accardi's Sanwa Bank Experience 1981 - 1985
Job Financial Industry Professional
Industry Investment Banking
Experience
Traiana October 2013 - Present
Floyd Capital Management December 2011 - October 2013
Barclays Capital 2007 - 2010
Deutsche Bank 2000 - 2007
Bank of Tokyo-Mitsubishi 1987 - 1999
Sanwa Bank 1981 - 1985
Skills
Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, FX Options, Hedge Funds, Options, Investment Banking, Trading, Bloomberg, Capital Markets, Commodity, Financial Markets, Middle Office, Swaps, Currency, Financial Services, FX trading, Bonds, Banking, Equity Derivatives, FX Trading, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
Bachelor of Arts (B.A.), Economics
Traiana October 2013 - Present
Floyd Capital Management December 2011 - October 2013
Barclays Capital 2007 - 2010
Deutsche Bank 2000 - 2007
Bank of Tokyo-Mitsubishi 1987 - 1999
Sanwa Bank 1981 - 1985
Skills
Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, FX Options, Hedge Funds, Options, Investment Banking, Trading, Bloomberg, Capital Markets, Commodity, Financial Markets, Middle Office, Swaps, Currency, Financial Services, FX trading, Bonds, Banking, Equity Derivatives, FX Trading, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
Bachelor of Arts (B.A.), Economics
Lawrence L. Williams Lawrence L. Williams's Sanwa Bank Experience January 1987 - May 1988
Job AIMD Principle Assistant at USS Theodore Roosevelt (CVN71)
Industry Military
Experience
US Navy March 2013 - July 2015
US Navy October 2009 - February 2013
US Navy August 2006 - September 2009
US Navy January 2004 - July 2006
US Navy March 2000 - September 2003
US Navy June 1989 - September 2003
First Los Angeles Bank May 1988 - December 1988
Sanwa Bank January 1987 - May 1988
Skills
Helicopters, Navy, Aircraft, Military Experience, Readiness, Military Operations, Military Training, Military, Security Clearance, DoD, Defense, Government, Organizational..., Program Management, National Security, Force Protection, Information Assurance, Military Aviation, Quality Assurance, Manpower, Aircraft Maintenance..., Aquisition, Logistics Management, Lean Six Sigma, Aviation Supply
Education
Embry-Riddle Aeronautical University 2007 — 2014
BS, Aeronautical Engineering; Minor in Aviation Safety
Embry-Riddle Aeronautical University 2000 — 2002
Aviation/Aerospace Safety Certificate
University of West Los Angeles 1983 — 1984
Business Administration and Management, General
US Navy March 2013 - July 2015
US Navy October 2009 - February 2013
US Navy August 2006 - September 2009
US Navy January 2004 - July 2006
US Navy March 2000 - September 2003
US Navy June 1989 - September 2003
First Los Angeles Bank May 1988 - December 1988
Sanwa Bank January 1987 - May 1988
Skills
Helicopters, Navy, Aircraft, Military Experience, Readiness, Military Operations, Military Training, Military, Security Clearance, DoD, Defense, Government, Organizational..., Program Management, National Security, Force Protection, Information Assurance, Military Aviation, Quality Assurance, Manpower, Aircraft Maintenance..., Aquisition, Logistics Management, Lean Six Sigma, Aviation Supply
Education
Embry-Riddle Aeronautical University 2007 — 2014
BS, Aeronautical Engineering; Minor in Aviation Safety
Embry-Riddle Aeronautical University 2000 — 2002
Aviation/Aerospace Safety Certificate
University of West Los Angeles 1983 — 1984
Business Administration and Management, General
Erika Bondardi Erika Bondardi's Sanwa Bank Experience July 1997 - March 1999
Job Health and Wellness Coach, Group Facilitator, Staff Mentor, Location Manager at Weight Watchers
Industry Management Consulting
Experience
Weight Watchers November 2012 - Present
Mary Kay Inc. August 2000 - Present
Medtronic March 1999 - December 2000
Sanwa Bank July 1997 - March 1999
Skills
Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Teaching, HTML, Photoshop, Training, Motivational Speaking
Education
Menlo College 1998 — 2000
Bachelor of Arts (B.A.), Business Management
Heald College-Hayward 1995 — 1997
Associate of Arts (A.A.), Legal Administrative Assistant/Secretary
Weight Watchers November 2012 - Present
Mary Kay Inc. August 2000 - Present
Medtronic March 1999 - December 2000
Sanwa Bank July 1997 - March 1999
Skills
Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Teaching, HTML, Photoshop, Training, Motivational Speaking
Education
Menlo College 1998 — 2000
Bachelor of Arts (B.A.), Business Management
Heald College-Hayward 1995 — 1997
Associate of Arts (A.A.), Legal Administrative Assistant/Secretary
Ginger Gross Ginger Gross's Sanwa Bank Experience March 1998 - January 2000
Job Writer/Editor at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health December 2006 - Present
Sutter Health January 2001 - December 2006
Raley's March 2000 - December 2000
Sanwa Bank March 1998 - January 2000
Skills
Writing Skills, Health Insurance, Healthcare Industry, Employee Benefits, Healthcare, Health Policy
Education
Claremont Graduate University 1995 — 1997
Masters, Public Policy
California State Polytechnic University-Pomona 1990 — 1994
Bachelor of Science, Public Administration / Human Resources
Sutter Health December 2006 - Present
Sutter Health January 2001 - December 2006
Raley's March 2000 - December 2000
Sanwa Bank March 1998 - January 2000
Skills
Writing Skills, Health Insurance, Healthcare Industry, Employee Benefits, Healthcare, Health Policy
Education
Claremont Graduate University 1995 — 1997
Masters, Public Policy
California State Polytechnic University-Pomona 1990 — 1994
Bachelor of Science, Public Administration / Human Resources
Jerry Phelan Jerry Phelan's Sanwa Bank Experience July 1995 - June 1999
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's 2008 - Present
Credit Agricole CIB 1999 - 2008
Sanwa Bank July 1995 - June 1999
Skills
Financial Analysis
Education
DePaul University
Master of Business Administration (M.B.A.)
Northern Illinois University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Standard & Poor's 2008 - Present
Credit Agricole CIB 1999 - 2008
Sanwa Bank July 1995 - June 1999
Skills
Financial Analysis
Education
DePaul University
Master of Business Administration (M.B.A.)
Northern Illinois University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Dhruv Gupta Dhruv Gupta's Sanwa Bank Experience 1997 - 1999
Job Investment Advisor Representative
Industry Financial Services
Experience
LifeMark Securities Corp January 2014 - Present
Essential Wealth Advisors LLC July 2010 - Present
Sainergy Inc. February 2001 - Present
Fremont Bank April 2007 - May 2008
US Bank August 2006 - March 2007
Comerica Bank November 1999 - April 2005
Sanwa Bank 1997 - 1999
Skills
Employee Benefits, Investments, Banking, Financial Services, Loans, Business Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, SAP, Credit, Insurance, Mutual Funds, Commercial Lending, Business Strategy, Asset Managment, Business Intelligence, Management, Business Development, Integration, Strategic Planning, 401k, Disability Insurance, Long-term Care, Mergers & Acquisitions, Executive Management, Finance, Strategy, Financial Planning
Education
University of San Francisco 2002 — 2003
MBA, Business/Managerial Economics
California State University-Hayward 1986 — 1993
Bachelor of Science (B.S.)
LifeMark Securities Corp January 2014 - Present
Essential Wealth Advisors LLC July 2010 - Present
Sainergy Inc. February 2001 - Present
Fremont Bank April 2007 - May 2008
US Bank August 2006 - March 2007
Comerica Bank November 1999 - April 2005
Sanwa Bank 1997 - 1999
Skills
Employee Benefits, Investments, Banking, Financial Services, Loans, Business Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, SAP, Credit, Insurance, Mutual Funds, Commercial Lending, Business Strategy, Asset Managment, Business Intelligence, Management, Business Development, Integration, Strategic Planning, 401k, Disability Insurance, Long-term Care, Mergers & Acquisitions, Executive Management, Finance, Strategy, Financial Planning
Education
University of San Francisco 2002 — 2003
MBA, Business/Managerial Economics
California State University-Hayward 1986 — 1993
Bachelor of Science (B.S.)
Robert Pfeif Robert Pfeif's Sanwa Bank Experience September 1999 - July 2000
Job President & Broker of Record at 4 Walls Residential, Inc.
Industry Real Estate
Experience
4 Walls Residential, Inc. July 2000 - Present
Prudential California Realty December 2007 - December 2010
Strada Properties/Coldwell Banker July 2000 - December 2007
Sanwa Bank September 1999 - July 2000
Fremont Financial September 1998 - August 1999
California United Bank September 1996 - August 1998
Skills
Mortgage Services, Investment Properties, Real Estate, Short Sales, REO, Sellers, Residential, Brokerage, Probate, Real Estate Investment, Foreclosures, Single Family Homes, Condos, Listings, Investors, Income Properties, Real Estate Transactions, Residential Homes, Buyers, Real Estate Economics, First Time Home Buyers, Sales, Mortgage Marketing, Disposition, Marketing
Education
University of Southern California 1989 — 1993
Bachelor of Arts
4 Walls Residential, Inc. July 2000 - Present
Prudential California Realty December 2007 - December 2010
Strada Properties/Coldwell Banker July 2000 - December 2007
Sanwa Bank September 1999 - July 2000
Fremont Financial September 1998 - August 1999
California United Bank September 1996 - August 1998
Skills
Mortgage Services, Investment Properties, Real Estate, Short Sales, REO, Sellers, Residential, Brokerage, Probate, Real Estate Investment, Foreclosures, Single Family Homes, Condos, Listings, Investors, Income Properties, Real Estate Transactions, Residential Homes, Buyers, Real Estate Economics, First Time Home Buyers, Sales, Mortgage Marketing, Disposition, Marketing
Education
University of Southern California 1989 — 1993
Bachelor of Arts
David Gleit David Gleit's Sanwa Bank Experience 1990 - 1991
Job Director DeWinter Consulting
Industry Management Consulting
Experience
DeWinter Group February 2008 - Present
Robert Half International September 1998 - January 2008
Sanwa Bank 1990 - 1991
HSBC 1989 - 1990
Union Bank 1986 - 1989
AFCR 1980 - 1985
Skills
Recruiting, Management, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1984 — 1986
MBA (incomplete)
Stanford University 1976 — 1980
M.A.
Duke University 1972 — 1976
B.A.
DeWinter Group February 2008 - Present
Robert Half International September 1998 - January 2008
Sanwa Bank 1990 - 1991
HSBC 1989 - 1990
Union Bank 1986 - 1989
AFCR 1980 - 1985
Skills
Recruiting, Management, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1984 — 1986
MBA (incomplete)
Stanford University 1976 — 1980
M.A.
Duke University 1972 — 1976
B.A.
Andrea Medrano, SPHR, CCP's Sanwa Bank Experience May 1996 - February 1998
Job Senior HR Business Partner at Gannett
Industry Human Resources
Experience
Gannett February 2015 - Present
Nationwide Financial February 2005 - December 2014
IMPATH, Inc. (Acquired by Genzyme / Sanofi) September 2001 - July 2004
Syncor, Inc. (Acquired by Cardinal Health 2004) February 1998 - September 2001
Sanwa Bank May 1996 - February 1998
Great Western Bank (Acquired by Washington Mutual/JP Morgan Chase) November 1989 - May 1996
Skills
SPHR, CCP, Change Management, Talent Acquisition, Succession Planning, Employee Relations, Employee Benefits, Deferred Compensation, Human Resources, Onboarding, Performance Management, Employee Engagement, Talent Management, Workforce Planning, Organizational Design, Personnel Management, HRIS
Education
California State University-Northridge
Bachelor of Arts (B.A.), Summa Cum Laude
Gannett February 2015 - Present
Nationwide Financial February 2005 - December 2014
IMPATH, Inc. (Acquired by Genzyme / Sanofi) September 2001 - July 2004
Syncor, Inc. (Acquired by Cardinal Health 2004) February 1998 - September 2001
Sanwa Bank May 1996 - February 1998
Great Western Bank (Acquired by Washington Mutual/JP Morgan Chase) November 1989 - May 1996
Skills
SPHR, CCP, Change Management, Talent Acquisition, Succession Planning, Employee Relations, Employee Benefits, Deferred Compensation, Human Resources, Onboarding, Performance Management, Employee Engagement, Talent Management, Workforce Planning, Organizational Design, Personnel Management, HRIS
Education
California State University-Northridge
Bachelor of Arts (B.A.), Summa Cum Laude
Melba Aranda Melba Aranda's Sanwa Bank Experience 1986 - 1991
Job Part Time Assistant at Residential Lending
Industry Banking
Experience
Residential Lending January 2014 - Present
Universal Bank June 1993 - October 2013
Downey Savings January 1991 - May 1993
Sanwa Bank 1986 - 1991
Downey Savings 1981 - 1986
Skills
Credit Analysis, Real Estate, Retail Banking, Refinance, Home Equity Loans, Residential Mortgages, Branch Banking, Microsoft Excel
Education
Fashion Institute of Design & Merchandising 1970 — 1972
Design and Applied Arts
Residential Lending January 2014 - Present
Universal Bank June 1993 - October 2013
Downey Savings January 1991 - May 1993
Sanwa Bank 1986 - 1991
Downey Savings 1981 - 1986
Skills
Credit Analysis, Real Estate, Retail Banking, Refinance, Home Equity Loans, Residential Mortgages, Branch Banking, Microsoft Excel
Education
Fashion Institute of Design & Merchandising 1970 — 1972
Design and Applied Arts
Sharon Griffin Sharon Griffin's Sanwa Bank Experience January 1983 - January 1988
Job Principal Consultant at SDG Financial Services, LLC
Industry Accounting
Experience
SDG Financial Services, LLC March 2014 - Present
McGladrey, LLP July 1996 - February 2014
Griffin & Associates, Inc. April 1996 - October 2001
Citizens Bank and Trust January 1993 - March 1996
California Federal Bank January 1988 - January 1993
Sanwa Bank January 1983 - January 1988
Bank of America January 1979 - January 1983
Skills
Internal Controls, Auditing, Internal Audit, Risk Management, Financial Reporting, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Risk Assessment, Corporate Governance, Tax Preparation, Sarbanes-Oxley, Non-profits, Accounting, Finance, Management Consulting, Tax, Financial Services, Management, Policy, Financial Risk, Nonprofits, SEC filings, Leadership
Education
California State University-Fullerton 1974 — 1978
B.A, Political Science
SDG Financial Services, LLC March 2014 - Present
McGladrey, LLP July 1996 - February 2014
Griffin & Associates, Inc. April 1996 - October 2001
Citizens Bank and Trust January 1993 - March 1996
California Federal Bank January 1988 - January 1993
Sanwa Bank January 1983 - January 1988
Bank of America January 1979 - January 1983
Skills
Internal Controls, Auditing, Internal Audit, Risk Management, Financial Reporting, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Risk Assessment, Corporate Governance, Tax Preparation, Sarbanes-Oxley, Non-profits, Accounting, Finance, Management Consulting, Tax, Financial Services, Management, Policy, Financial Risk, Nonprofits, SEC filings, Leadership
Education
California State University-Fullerton 1974 — 1978
B.A, Political Science
Kristina (Young) Lawson Kristina (Young) Lawson's Sanwa Bank Experience September 1996 - January 2001
Job Public Information Assistant at Hayward Area Recreation and Park District
Industry Real Estate
Experience
Hayward Area Recreation and Park District June 2014 - Present
Placer Title Company May 2013 - February 2014
Placer Title Company May 2013 - February 2014
Fidelity National Title November 2004 - August 2009
Placer Title Company April 2003 - November 2004
Pillsbury Winthrop Shaw Pittman LLP October 2001 - April 2003
Sanwa Bank September 1996 - January 2001
Skills
Event Planning, Fundraising, Press Releases, Civics Plus, Microsoft Word, Windows, Outlook, Escrow, Foreclosures, Notary Public, Customer Service, PowerPoint, English, HTML, Microsoft Excel, Microsoft Office Xp, Administrative..., Microsoft Publisher
Education
California State University-Hayward 1997 — 2001
Bacehlor of Science, Business, Management, Marketing, and Related Support Services
Castro Valley High School 1993 — 1997
Hayward Area Recreation and Park District June 2014 - Present
Placer Title Company May 2013 - February 2014
Placer Title Company May 2013 - February 2014
Fidelity National Title November 2004 - August 2009
Placer Title Company April 2003 - November 2004
Pillsbury Winthrop Shaw Pittman LLP October 2001 - April 2003
Sanwa Bank September 1996 - January 2001
Skills
Event Planning, Fundraising, Press Releases, Civics Plus, Microsoft Word, Windows, Outlook, Escrow, Foreclosures, Notary Public, Customer Service, PowerPoint, English, HTML, Microsoft Excel, Microsoft Office Xp, Administrative..., Microsoft Publisher
Education
California State University-Hayward 1997 — 2001
Bacehlor of Science, Business, Management, Marketing, and Related Support Services
Castro Valley High School 1993 — 1997
Chantal Ingerson Chantal Ingerson's Sanwa Bank Experience 1994 - 1996
Job Program Manager at DIRECTV
Industry Computer Software
Experience
DIRECTV October 2013 - Present
CAI on Site at Citrix Systems July 2009 - October 2013
Campus Management Corp April 2008 - May 2009
Avocent January 2007 - December 2007
Independent August 2003 - January 2005
BMC 2001 - 2002
Dell Computer Corporation 2000 - 2001
2ndWave 1998 - 2000
Collective Technologies 1996 - 1998
Sanwa Bank 1994 - 1996
Skills
Business Alliances, Project Management, Account Management, Hardware, Unix, Strategic Planning, Competitive Analysis, Sales, Management, Contract Negotiation, Network Administration, Storage Management, Enterprise Software, SaaS, Cloud Computing, Virtualization, Management Consulting, SQL, Leadership, Product Management, CRM, IT Strategy, Analytics, Business Intelligence, Strategic Partnerships, Integration, Security, Disaster Recovery, E-commerce, IT Management, Professional Services, Strategy, Business Strategy, Start-ups, Storage, Product Marketing, Business Development, VMware, Cross-functional Team..., Salesforce.com, Business Analysis, Servers, Networking, Project Portfolio..., Team Management, Consulting, Vendor Management, Data Center, Pre-sales, PMO
Education
California State University-Long Beach 1991 — 1994
Information Systems
DIRECTV October 2013 - Present
CAI on Site at Citrix Systems July 2009 - October 2013
Campus Management Corp April 2008 - May 2009
Avocent January 2007 - December 2007
Independent August 2003 - January 2005
BMC 2001 - 2002
Dell Computer Corporation 2000 - 2001
2ndWave 1998 - 2000
Collective Technologies 1996 - 1998
Sanwa Bank 1994 - 1996
Skills
Business Alliances, Project Management, Account Management, Hardware, Unix, Strategic Planning, Competitive Analysis, Sales, Management, Contract Negotiation, Network Administration, Storage Management, Enterprise Software, SaaS, Cloud Computing, Virtualization, Management Consulting, SQL, Leadership, Product Management, CRM, IT Strategy, Analytics, Business Intelligence, Strategic Partnerships, Integration, Security, Disaster Recovery, E-commerce, IT Management, Professional Services, Strategy, Business Strategy, Start-ups, Storage, Product Marketing, Business Development, VMware, Cross-functional Team..., Salesforce.com, Business Analysis, Servers, Networking, Project Portfolio..., Team Management, Consulting, Vendor Management, Data Center, Pre-sales, PMO
Education
California State University-Long Beach 1991 — 1994
Information Systems
Peter Nowicki's Sanwa Bank Experience 1989 - 1990
Job Liquidity and Funding Risk Analyst, Bank Regulatory Auditor, Expert Witness
Industry Financial Services
Experience
Societe Generale July 2006 - July 2011
HSBC July 2004 - June 2006
WAMU June 2003 - June 2004
Caisse des Dépôts January 1992 - May 2002
Sanwa Bank 1989 - 1990
UBS 1988 - 1989
EF Hutton 1987 - 1987
Citi 1985 - 1987
Federal Reserve Bank of New York 1980 - 1985
Skills
Market..., Customer Relations, Capital Markets, Trading, Bonds, Financial Markets, Bloomberg, Equities, Asset Management, Fixed Income, Commodities, Hedge Funds, Risk, Technical Analysis, Asset Managment, Collateral Management, Commodity, Banking, Valuation, Derivatives, Investment Banking, Structured Finance, Financial Risk, Swaps, Alternative Investments, Financial Structuring, Options, Securities, Customer Service, Private Equity, Risk Management, Interest Rate..., Trading Systems, FX Options, Money Market, Asset Liability..., Public Speaking, Expert Witness, Liquidity Management, Risk Assessment, Market Risk, Fixed Income Strategies, Fixed Income Portfolio..., Funding, Finance
Education
New York University
Bachelor of Science (B.S.), Finance / Management
Societe Generale July 2006 - July 2011
HSBC July 2004 - June 2006
WAMU June 2003 - June 2004
Caisse des Dépôts January 1992 - May 2002
Sanwa Bank 1989 - 1990
UBS 1988 - 1989
EF Hutton 1987 - 1987
Citi 1985 - 1987
Federal Reserve Bank of New York 1980 - 1985
Skills
Market..., Customer Relations, Capital Markets, Trading, Bonds, Financial Markets, Bloomberg, Equities, Asset Management, Fixed Income, Commodities, Hedge Funds, Risk, Technical Analysis, Asset Managment, Collateral Management, Commodity, Banking, Valuation, Derivatives, Investment Banking, Structured Finance, Financial Risk, Swaps, Alternative Investments, Financial Structuring, Options, Securities, Customer Service, Private Equity, Risk Management, Interest Rate..., Trading Systems, FX Options, Money Market, Asset Liability..., Public Speaking, Expert Witness, Liquidity Management, Risk Assessment, Market Risk, Fixed Income Strategies, Fixed Income Portfolio..., Funding, Finance
Education
New York University
Bachelor of Science (B.S.), Finance / Management
Flint Crane Flint Crane's Sanwa Bank Experience 1995 - 1996
Job Ramp Package Handler for UPS
Industry Package/Freight Delivery
Experience
UPS April 2005 - Present
Avnet, Inc. July 2004 - October 2012
Philips Semiconductors August 2003 - July 2004
Source Interlink Companies May 2001 - March 2003
Pinnfund USA 1999 - 2000
North County Bank 1998 - 1999
Star One Credit Union 1996 - 1998
Sanwa Bank 1995 - 1996
Skills
SAP, Lawson General Ledger, Microsoft Excel, Microsoft Office, General Ledger, Problem Solving, Research, Security Clearance, Airports, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Fixed Assets, Journal Entries, Financial Analysis, Hyperion Enterprise, Financial Accounting, Sarbanes-Oxley Act, GAAP, Customer Service, Auditing
Education
University of Phoenix-San Diego Campus 1999 — 2001
Bachelor of Science (B.S.)
Taft College
Associate's degree
UPS April 2005 - Present
Avnet, Inc. July 2004 - October 2012
Philips Semiconductors August 2003 - July 2004
Source Interlink Companies May 2001 - March 2003
Pinnfund USA 1999 - 2000
North County Bank 1998 - 1999
Star One Credit Union 1996 - 1998
Sanwa Bank 1995 - 1996
Skills
SAP, Lawson General Ledger, Microsoft Excel, Microsoft Office, General Ledger, Problem Solving, Research, Security Clearance, Airports, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Fixed Assets, Journal Entries, Financial Analysis, Hyperion Enterprise, Financial Accounting, Sarbanes-Oxley Act, GAAP, Customer Service, Auditing
Education
University of Phoenix-San Diego Campus 1999 — 2001
Bachelor of Science (B.S.)
Taft College
Associate's degree
Nancy Anderson Sones Nancy Anderson Sones's Sanwa Bank Experience 1995 - 1999
Job Realtor at Comey & Shepherd
Industry Real Estate
Experience
Comey & Shepherd Realtors November 2013 - Present
Sibcy Cline Realtors 2008 - 2013
Sanwa Bank 1995 - 1999
Wells Fargo 1989 - 1994
Royal Bank of Canada 1986 - 1988
Manufacturers Hanover Trust 1984 - 1986
Skills
Sales, Customer Service, Selling, Strategic Planning, Contract Negotiation, Marketing, Loans, Real Estate, Sales Management, First Time Home Buyers, Sellers, Investment Properties, New Home Sales, Single Family Homes
Education
Fletcher School of Law and Diplomacy 1982 — 1984
Master of Arts in Law And Diplomacy MALD, International Relations and Affairs, International Business and Trade
Pomona College 1978 — 1982
Bachelor's degree cum laude, International Relations
Comey & Shepherd Realtors November 2013 - Present
Sibcy Cline Realtors 2008 - 2013
Sanwa Bank 1995 - 1999
Wells Fargo 1989 - 1994
Royal Bank of Canada 1986 - 1988
Manufacturers Hanover Trust 1984 - 1986
Skills
Sales, Customer Service, Selling, Strategic Planning, Contract Negotiation, Marketing, Loans, Real Estate, Sales Management, First Time Home Buyers, Sellers, Investment Properties, New Home Sales, Single Family Homes
Education
Fletcher School of Law and Diplomacy 1982 — 1984
Master of Arts in Law And Diplomacy MALD, International Relations and Affairs, International Business and Trade
Pomona College 1978 — 1982
Bachelor's degree cum laude, International Relations
Dan Scruggs Dan Scruggs's Sanwa Bank Experience February 1996 - September 1996
Job Director of Network Services and Technical Support at Youngs Market Company
Industry Wine and Spirits
Experience
Youngs Market Company November 1999 - Present
Youngs Market Company April 1998 - November 1999
DLS Consulting September 1996 - April 1998
Sanwa Bank February 1996 - September 1996
Universal Studios April 1995 - February 1996
Bank of America March 1991 - April 1995
US Navy 1982 - 1986
Skills
Active Directory, VMware, Technical Support, System Administration, Networking, Management, LAN-WAN, Infrastructure, Software Installation, Microsoft Exchange, Vendor Management, Dell Computers, Distributed Team..., SharePoint, Project Management, Team Leadership, Visio, Cloud Computing, Change Management, Business Intelligence, Team Building, Sales Operations, Operations Management, ITIL, IT Service Management, Servers, Hardware, Security
Education
U.S. Navy 1983 — 2004
Surface to Air Weapons Systems
U.S. Navy 1982 — 1983
Eletronics _ repair and Maintenance
Mt Sierra College 1996 — 1996
MCSE - Microsoft Certified System Engineer, Microsoft Networking
Mt Sierra College 1995 — 1995
Novell Certified Engineer, System, Networking, and LAN/WAN
Mt. San Antonio College 1987 — 1987
None, Business Administration and Management, General, Don't Remember
Southwestern Academy 1976 — 1979
High School Diploma, Genreal Education
Youngs Market Company November 1999 - Present
Youngs Market Company April 1998 - November 1999
DLS Consulting September 1996 - April 1998
Sanwa Bank February 1996 - September 1996
Universal Studios April 1995 - February 1996
Bank of America March 1991 - April 1995
US Navy 1982 - 1986
Skills
Active Directory, VMware, Technical Support, System Administration, Networking, Management, LAN-WAN, Infrastructure, Software Installation, Microsoft Exchange, Vendor Management, Dell Computers, Distributed Team..., SharePoint, Project Management, Team Leadership, Visio, Cloud Computing, Change Management, Business Intelligence, Team Building, Sales Operations, Operations Management, ITIL, IT Service Management, Servers, Hardware, Security
Education
U.S. Navy 1983 — 2004
Surface to Air Weapons Systems
U.S. Navy 1982 — 1983
Eletronics _ repair and Maintenance
Mt Sierra College 1996 — 1996
MCSE - Microsoft Certified System Engineer, Microsoft Networking
Mt Sierra College 1995 — 1995
Novell Certified Engineer, System, Networking, and LAN/WAN
Mt. San Antonio College 1987 — 1987
None, Business Administration and Management, General, Don't Remember
Southwestern Academy 1976 — 1979
High School Diploma, Genreal Education
Steven D. Sefton Steven D. Sefton's Sanwa Bank Experience June 1991 - June 1995
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
Jim Caron Jim Caron's Sanwa Bank Experience January 1995 - March 1997
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch March 1997 - July 2006
Sanwa Bank January 1995 - March 1997
JPMorgan Chase July 1992 - January 1995
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Options, Portfolio Management, Series 7, Valuation
Education
New York University, Stern School of Business 1999 — 2001
MBA, Finance
California Institute of Technology 1990 — 1992
BS, Aeronautical Engineering
Bowdoin College 1987 — 1991
BA, Physics
Michael Bowman Michael Bowman's Sanwa Bank Experience 1995 - 2000
Job SVP Relationship Manager, Public Fund Coordinator at Capital Group
Industry Investment Management
Experience
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Laurie Robinson Laurie Robinson's Sanwa Bank Experience 1982 - 1992
Job CoOwner "Advanced Notary Services", Loan Document Signing Agents
Industry Real Estate
Experience
Advanced Notary Services February 2006 - Present
Tarbell Realtors February 2009 - April 2010
Realty World Signature December 2008 - February 2009
The Burford Group 2003 - 2004
The Burford Group 2003 - 2004
Chase Home Finance January 2002 - December 2002
PMI Mortgage Insurance Co. 2002 - 2002
American Savings Bank 1992 - 1998
Sanwa Bank 1982 - 1992
Education
Los Altos High School 1979 — 1983
Mt. San Antonio College
Rio Hondo
Advanced Notary Services February 2006 - Present
Tarbell Realtors February 2009 - April 2010
Realty World Signature December 2008 - February 2009
The Burford Group 2003 - 2004
The Burford Group 2003 - 2004
Chase Home Finance January 2002 - December 2002
PMI Mortgage Insurance Co. 2002 - 2002
American Savings Bank 1992 - 1998
Sanwa Bank 1982 - 1992
Education
Los Altos High School 1979 — 1983
Mt. San Antonio College
Rio Hondo
Pamela Beal Pamela Beal's Sanwa Bank Experience April 1997 - June 1998
Job Executive Director at Rabobank
Industry Banking
Experience
Rabobank May 2004 - Present
Compass Bank December 2003 - May 2004
Bank One September 1999 - December 2003
Friedman Luzzatto June 1998 - September 1999
Sanwa Bank April 1997 - June 1998
NationsBank July 1991 - April 1997
Skills
Credit, Due Diligence, Credit Risk, Financial Structuring, Commercial Banking, Banking, Relationship Management, Financial Analysis, Syndications, Risk Management, Capital Markets
Education
University of North Texas 1988 — 1991
MBA, Finance
Texas A&M University 1982 — 1986
BBA, Marketing
Rabobank May 2004 - Present
Compass Bank December 2003 - May 2004
Bank One September 1999 - December 2003
Friedman Luzzatto June 1998 - September 1999
Sanwa Bank April 1997 - June 1998
NationsBank July 1991 - April 1997
Skills
Credit, Due Diligence, Credit Risk, Financial Structuring, Commercial Banking, Banking, Relationship Management, Financial Analysis, Syndications, Risk Management, Capital Markets
Education
University of North Texas 1988 — 1991
MBA, Finance
Texas A&M University 1982 — 1986
BBA, Marketing
Brent Akeson, MBA, CCP Brent Akeson, MBA, CCP's Sanwa Bank Experience 1990 - 1991
Job Credit / Finance Professional
Industry Consumer Goods
Experience
UCS Forest Group 2012 - 2014
adidas group June 2003 - 2012
Nike August 1995 - June 2003
SDLC Technologies June 1994 - July 1995
Hanes & Champion Canada May 1991 - July 1993
Sanwa Bank 1990 - 1991
ICI Canada Inc. 1986 - 1990
Skills
Leadership, Credit Management, Finance, Process Improvement, CRM, Project Management, Risk Management, Team Leadership, Trade Credit Insurance, Financial Analysis, Credit, Strategy, Accounts Receivable, Management, Credit Scoring, SAP, Business Process..., Managerial Finance, Business Development, Executive Management, Negotiation, Sales, Account Management, Working Capital..., Cash Management, Credit Risk, Change Management, Business Planning, Training, Credit Insurance, Cash Flow Forecasting, Business Strategy, Bankruptcy, Microsoft Excel, Invoicing, Coaching, Intellectual Property, Business Intelligence, Operational Excellence, People Development, Contract Negotiation, Business Analysis, Operations Management, Order to Cash, Banking, Business Process, Cash Flow
Education
Queen's University 2003 — 2005
Executive MBA
The University of Western Ontario 1980 — 1984
BA
Credit Institute of Canada
FCI/CCP
MacDonal Cartier
High School Diploma
UCS Forest Group 2012 - 2014
adidas group June 2003 - 2012
Nike August 1995 - June 2003
SDLC Technologies June 1994 - July 1995
Hanes & Champion Canada May 1991 - July 1993
Sanwa Bank 1990 - 1991
ICI Canada Inc. 1986 - 1990
Skills
Leadership, Credit Management, Finance, Process Improvement, CRM, Project Management, Risk Management, Team Leadership, Trade Credit Insurance, Financial Analysis, Credit, Strategy, Accounts Receivable, Management, Credit Scoring, SAP, Business Process..., Managerial Finance, Business Development, Executive Management, Negotiation, Sales, Account Management, Working Capital..., Cash Management, Credit Risk, Change Management, Business Planning, Training, Credit Insurance, Cash Flow Forecasting, Business Strategy, Bankruptcy, Microsoft Excel, Invoicing, Coaching, Intellectual Property, Business Intelligence, Operational Excellence, People Development, Contract Negotiation, Business Analysis, Operations Management, Order to Cash, Banking, Business Process, Cash Flow
Education
Queen's University 2003 — 2005
Executive MBA
The University of Western Ontario 1980 — 1984
BA
Credit Institute of Canada
FCI/CCP
MacDonal Cartier
High School Diploma
Peter Leibman Peter Leibman's Sanwa Bank Experience June 1996 - September 1998
Job at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Brian Wilcoxson Brian Wilcoxson's Sanwa Bank Experience 1993 - 1995
Job Program Manager at TriState Generation & Transmission Association, Inc.
Industry Utilities
Experience
Tri-State Generation & Transmission Association, Inc. February 2015 - Present
Young Homes August 2004 - February 2015
Taylor Woodrow June 1997 - August 2001
Wells Fargo 1995 - 1997
Sanwa Bank 1993 - 1995
Skills
PMP, Strategic Planning, ERP, Risk Management, Team Building, IT Operations, Integration, IT Management, Disaster Recovery, Management, Project Planning, Data Center, Telecommunications, Budgets, Procurement, Networking, Operations Management, Training, Vendor Management, Project Management, Contract Negotiation
Education
University of Phoenix 2001 — 2003
Bachelor of Science (BS), Business / e-Business
Tri-State Generation & Transmission Association, Inc. February 2015 - Present
Young Homes August 2004 - February 2015
Taylor Woodrow June 1997 - August 2001
Wells Fargo 1995 - 1997
Sanwa Bank 1993 - 1995
Skills
PMP, Strategic Planning, ERP, Risk Management, Team Building, IT Operations, Integration, IT Management, Disaster Recovery, Management, Project Planning, Data Center, Telecommunications, Budgets, Procurement, Networking, Operations Management, Training, Vendor Management, Project Management, Contract Negotiation
Education
University of Phoenix 2001 — 2003
Bachelor of Science (BS), Business / e-Business
Jeffrey Sorgen Jeffrey Sorgen's Sanwa Bank Experience January 1996 - January 1997
Job Freelance Database Developer
Industry Internet
Experience
Entrepreneur September 2013 - Present
JeffreySorgen.com March 2009 - Present
Freelance August 2010 - Present
Computer Network Consulting March 2008 - August 2010
Bankers Life & Casualty Co 2007 - 2008
Poms & Associates Insurance Brokers, Inc 2003 - 2006
World Impact January 2001 - June 2003
Network Magic Unlimited January 2000 - January 2001
Optimal Network Solutions January 1997 - January 2001
Sanwa Bank January 1996 - January 1997
Education
California State University-Northridge 2003 — 2005
BS 2005, Business Administration with FinanceOption
Santa Monica College 2001 — 2002
AA 2002
Entrepreneur September 2013 - Present
JeffreySorgen.com March 2009 - Present
Freelance August 2010 - Present
Computer Network Consulting March 2008 - August 2010
Bankers Life & Casualty Co 2007 - 2008
Poms & Associates Insurance Brokers, Inc 2003 - 2006
World Impact January 2001 - June 2003
Network Magic Unlimited January 2000 - January 2001
Optimal Network Solutions January 1997 - January 2001
Sanwa Bank January 1996 - January 1997
Education
California State University-Northridge 2003 — 2005
BS 2005, Business Administration with FinanceOption
Santa Monica College 2001 — 2002
AA 2002
Jerry Connolly's Sanwa Bank Experience May 1990 - May 1993
Job Managing Director at HospitalityOne/Service Is Us
Industry Hospitality
Experience
HospitalityOne/Service Is Us August 2012 - Present
RCG Trading July 2009 - October 2012
Federal Trading, LLC/Traditum Group, LLC May 2003 - June 2009
Hagerty,Inc. May 1999 - May 2003
Nanco Group May 1994 - May 1999
Sanwa bank May 1990 - May 1993
Morgan Stanley 1987 - 1990
Skills
Management, Sales, Marketing, Trading, Trading Systems, Trading Strategies, Statistical Arbitrage, Equities, Options, Futures Trading, Hedging, Series 7, Fixed Income, Investments, Finance, Financial Markets, Equity Trading, Commodity, Derivatives, Alternative Investments, Bonds
Education
Indiana University Bloomington 1983 — 1987
BAS, Psychology/Econ
HospitalityOne/Service Is Us August 2012 - Present
RCG Trading July 2009 - October 2012
Federal Trading, LLC/Traditum Group, LLC May 2003 - June 2009
Hagerty,Inc. May 1999 - May 2003
Nanco Group May 1994 - May 1999
Sanwa bank May 1990 - May 1993
Morgan Stanley 1987 - 1990
Skills
Management, Sales, Marketing, Trading, Trading Systems, Trading Strategies, Statistical Arbitrage, Equities, Options, Futures Trading, Hedging, Series 7, Fixed Income, Investments, Finance, Financial Markets, Equity Trading, Commodity, Derivatives, Alternative Investments, Bonds
Education
Indiana University Bloomington 1983 — 1987
BAS, Psychology/Econ
David Fandrich David Fandrich's Sanwa Bank Experience August 1997 - August 1999
Job Analyst at Kleinheinz Capital Partners
Industry Investment Management
Experience
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Christine Taillon Daito Christine Taillon Daito's Sanwa Bank Experience 1998 - 1999
Job Sr. Portfolio Analyst at NXT Capital
Industry Financial Services
Experience
NXT Capital May 2015 - Present
GE Capital May 2013 - May 2015
GE Capital December 2011 - May 2013
GE Capital January 2010 - December 2011
GE Capital May 2008 - January 2010
Merrill Lynch Capital September 2003 - April 2008
GE Captial 2001 - 2003
Heller Financial 2000 - 2001
Paragon Solutions 1999 - 2000
Sanwa Bank 1998 - 1999
Skills
Credit Risk, Credit, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Asset Based Lending, Financial Services, Commercial Banking, Financial Risk, Capital Markets, Account Reconciliation
Education
Northwestern University
BS, Organizational Behavior
NXT Capital May 2015 - Present
GE Capital May 2013 - May 2015
GE Capital December 2011 - May 2013
GE Capital January 2010 - December 2011
GE Capital May 2008 - January 2010
Merrill Lynch Capital September 2003 - April 2008
GE Captial 2001 - 2003
Heller Financial 2000 - 2001
Paragon Solutions 1999 - 2000
Sanwa Bank 1998 - 1999
Skills
Credit Risk, Credit, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Asset Based Lending, Financial Services, Commercial Banking, Financial Risk, Capital Markets, Account Reconciliation
Education
Northwestern University
BS, Organizational Behavior
Kurt Mair's Sanwa Bank Experience July 1998 - August 2000
Job SVP and Western Regional Director ESOP Advisory Group
Industry Capital Markets
Experience
Wells Fargo Bank May 2014 - Present
Wells Fargo Bank March 2011 - Present
Comerica Bank January 2003 - March 2011
US Bank August 2000 - January 2003
Sanwa Bank July 1998 - August 2000
Union Bank January 1994 - July 1998
Skills
Commercial Lending, Loans, Credit, Finance, Portfolio Management, Asset Based Lending, Financial Analysis, Commercial Banking, Underwriting, Business Development, Investments, Middle Market, Structured Finance, Wealth Management, Lines Of Credit, Commercial Mortgages, Syndications, Strategic Financial..., Banking, Commercial Real Estate, ESOPs
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
MBA, Business Finance
San Diego State University-California State University 1989 — 1993
B.S., Accounting
Liberty High
Wells Fargo Bank May 2014 - Present
Wells Fargo Bank March 2011 - Present
Comerica Bank January 2003 - March 2011
US Bank August 2000 - January 2003
Sanwa Bank July 1998 - August 2000
Union Bank January 1994 - July 1998
Skills
Commercial Lending, Loans, Credit, Finance, Portfolio Management, Asset Based Lending, Financial Analysis, Commercial Banking, Underwriting, Business Development, Investments, Middle Market, Structured Finance, Wealth Management, Lines Of Credit, Commercial Mortgages, Syndications, Strategic Financial..., Banking, Commercial Real Estate, ESOPs
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
MBA, Business Finance
San Diego State University-California State University 1989 — 1993
B.S., Accounting
Liberty High
Jacquie Murrell, ATP Jacquie Murrell, ATP's Sanwa Bank Experience March 1997 - June 2000
Job CFO & Intuit Adv Certified QuickBooks Consultant @ INaJAM Professional Services, Inc.
Industry Accounting
Experience
INaJAM Professional Services, Inc. June 2000 - Present
Villa Park High School Boys Basketbal Boosters September 2014 - Present
Bryant Ranch Elementary School September 2006 - June 2011
Team Women, Yorba Linda Chapter June 2006 - June 2010
Sanwa Bank March 1997 - June 2000
Kidder Peabody & Co (Investment Banking subsidiary of General Electric)-Wall Street, NY August 1988 - April 1996
Manufacturers Hanover Trust, NY March 1986 - August 1988
Skills
Financial Management, Bookkeeping, Accounting, Budgeting, Cash Flow, Retirement Planning, Financial Planning, Tax, Small Business, Financial Analysis, Financial Reporting, Quickbooks, Investments, General Ledger, Management Consulting, Reconciliation, QuickBooks, Account Reconciliation, Budgets, Managerial Finance, Financial Accounting, Mergers & Acquisitions, Payroll, Due Diligence, Insurance, Finance, Business Planning, Tax Preparation, Auditing, Income Tax, Strategic Financial..., Internal Controls, Corporate Finance, Human Resources, Accounts Payable, Management, CPA, Financial Modeling
Education
New York University 1994 — 1996
Post Grad, Business & Human Resources Management
CUNY Bernard Baruch College 1984 — 1986
Accounting and Business/Management
INaJAM Professional Services, Inc. June 2000 - Present
Villa Park High School Boys Basketbal Boosters September 2014 - Present
Bryant Ranch Elementary School September 2006 - June 2011
Team Women, Yorba Linda Chapter June 2006 - June 2010
Sanwa Bank March 1997 - June 2000
Kidder Peabody & Co (Investment Banking subsidiary of General Electric)-Wall Street, NY August 1988 - April 1996
Manufacturers Hanover Trust, NY March 1986 - August 1988
Skills
Financial Management, Bookkeeping, Accounting, Budgeting, Cash Flow, Retirement Planning, Financial Planning, Tax, Small Business, Financial Analysis, Financial Reporting, Quickbooks, Investments, General Ledger, Management Consulting, Reconciliation, QuickBooks, Account Reconciliation, Budgets, Managerial Finance, Financial Accounting, Mergers & Acquisitions, Payroll, Due Diligence, Insurance, Finance, Business Planning, Tax Preparation, Auditing, Income Tax, Strategic Financial..., Internal Controls, Corporate Finance, Human Resources, Accounts Payable, Management, CPA, Financial Modeling
Education
New York University 1994 — 1996
Post Grad, Business & Human Resources Management
CUNY Bernard Baruch College 1984 — 1986
Accounting and Business/Management
Pamela Wheeler's Sanwa Bank Experience 1986 - 1992
Job Principal at Henry & Horne, LLP
Industry Accounting
Experience
Henry & Horne, LLP 1998 - Present
Coopers & Lybrand 1994 - 1996
Arthur Andersen & Co SC 1992 - 1994
Sanwa Bank 1986 - 1992
First Interstate Bank - California 1981 - 1986
Skills
estate tax, fiduciary tax, gift tax, Estate Tax Planning, Group Presentations, Tax Preparation, Gift Tax, Fiduciary, Estate Planning, Partnership Taxation, Tax, Tax Accounting, Income Tax, Estate Law, Trust Taxation, CPA, High Net Worth..., Corporate Tax, Tax Research, Tax Returns, Forensic Accounting
Education
Golden Gate University 1988 — 1990
MS-Tax, Tax
Northern Arizona University 1974 — 1977
BS
Scottsdale High School 1971 — 1974
Henry & Horne, LLP 1998 - Present
Coopers & Lybrand 1994 - 1996
Arthur Andersen & Co SC 1992 - 1994
Sanwa Bank 1986 - 1992
First Interstate Bank - California 1981 - 1986
Skills
estate tax, fiduciary tax, gift tax, Estate Tax Planning, Group Presentations, Tax Preparation, Gift Tax, Fiduciary, Estate Planning, Partnership Taxation, Tax, Tax Accounting, Income Tax, Estate Law, Trust Taxation, CPA, High Net Worth..., Corporate Tax, Tax Research, Tax Returns, Forensic Accounting
Education
Golden Gate University 1988 — 1990
MS-Tax, Tax
Northern Arizona University 1974 — 1977
BS
Scottsdale High School 1971 — 1974
Brian Jensen Brian Jensen's Sanwa Bank Experience 1995 - 1998
Job Vice President/Commercial Credit Analyst
Industry Banking
Experience
Bank of Wisconsin Dells 2009 - Present
Midwest Bank & Trust 2003 - 2009
Republic Bank of Chicago 2000 - 2003
Pan American Bank 1998 - 1999
Sanwa Bank 1995 - 1998
Skills
Credit, Professional..., Training & Mentoring, Project Management, Government / Regulator..., Customer Service, Customer Performance..., Risk Assessment, Data & Literature..., Commercial Banking, Microsoft Excel, Microsoft Word
Education
New York University 1992 — 1995
JD, Law
University of Illinois at Urbana-Champaign 1988 — 1992
BS
Bank of Wisconsin Dells 2009 - Present
Midwest Bank & Trust 2003 - 2009
Republic Bank of Chicago 2000 - 2003
Pan American Bank 1998 - 1999
Sanwa Bank 1995 - 1998
Skills
Credit, Professional..., Training & Mentoring, Project Management, Government / Regulator..., Customer Service, Customer Performance..., Risk Assessment, Data & Literature..., Commercial Banking, Microsoft Excel, Microsoft Word
Education
New York University 1992 — 1995
JD, Law
University of Illinois at Urbana-Champaign 1988 — 1992
BS
Joseph S. Inzerillo Joseph S. Inzerillo's Sanwa Bank Experience 1998 - 2000
Job Licensed Associate at Aflac Green District office Los Alamitos, CA
Industry Insurance
Experience
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Arcy Ledezma Arcy Ledezma's Sanwa Bank Experience January 1988 - August 1998
Job Senior Mortgage Banker at Sierra Pacific Mortgage Company, Inc.
Industry Financial Services
Experience
Sierra Pacific Mortgage Company, Inc. May 2014 - Present
Stearns Lending, Inc. June 2012 - May 2014
Diablo Funding Group/RPM Mortgage/Landmark Mortgage September 2003 - May 2011
The Mechanics Bank September 1998 - September 2003
Sanwa Bank January 1988 - August 1998
Sumitomo Bank of California February 1982 - January 1988
Skills
Residential Mortgages, Business Lending, New Business Development, Commercial Lending, Loans, Commercial Banking, Commercial Real Estate, Refinance, Mortgage Lending
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts (B.A.), Economics
Sierra Pacific Mortgage Company, Inc. May 2014 - Present
Stearns Lending, Inc. June 2012 - May 2014
Diablo Funding Group/RPM Mortgage/Landmark Mortgage September 2003 - May 2011
The Mechanics Bank September 1998 - September 2003
Sanwa Bank January 1988 - August 1998
Sumitomo Bank of California February 1982 - January 1988
Skills
Residential Mortgages, Business Lending, New Business Development, Commercial Lending, Loans, Commercial Banking, Commercial Real Estate, Refinance, Mortgage Lending
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts (B.A.), Economics
Tinamarie Smart, CAPM Tinamarie Smart, CAPM's Sanwa Bank Experience June 1998 - September 2002
Job Project Coordinator / Lead at Jacobs Engineering
Industry Civil Engineering
Experience
Jacobs Engineering October 2014 - Present
Jacobs Engineering September 2007 - Present
Sanwa Bank June 1998 - September 2002
Computer Sciences Corporation 1996 - 1998
Skills
Microsoft Office, Lotus Notes, Novell Netware, Certified Novell..., Desktop Computers, Typing, Electronic Filing, Earned Value Management, Project Control, Primavera P6, Visio, Project Management, Team Building, Process Engineering, P&ID, Process Scheduler, Petrochemical, Petroleum, CPM Scheduling, Gas, Refinery, Management, Factory, Microstation, FEED, AutoCAD, Cost Control, Change Orders, Subcontracting, Pipelines, Construction Safety, Piping, Project Planning
Education
California State University-Dominguez Hills 2012 — 2012
CAPM, Project Management
Novell Networking 1995 — 1998
CNE, Networking
Jacobs Engineering October 2014 - Present
Jacobs Engineering September 2007 - Present
Sanwa Bank June 1998 - September 2002
Computer Sciences Corporation 1996 - 1998
Skills
Microsoft Office, Lotus Notes, Novell Netware, Certified Novell..., Desktop Computers, Typing, Electronic Filing, Earned Value Management, Project Control, Primavera P6, Visio, Project Management, Team Building, Process Engineering, P&ID, Process Scheduler, Petrochemical, Petroleum, CPM Scheduling, Gas, Refinery, Management, Factory, Microstation, FEED, AutoCAD, Cost Control, Change Orders, Subcontracting, Pipelines, Construction Safety, Piping, Project Planning
Education
California State University-Dominguez Hills 2012 — 2012
CAPM, Project Management
Novell Networking 1995 — 1998
CNE, Networking
David Plourde David Plourde's Sanwa Bank Experience September 1993 - June 1994
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank March 2006 - Present
Alzheimer's Association Orange County Chapter 2013 - Present
1st Business Bank / Mellon 1st Business Bank June 1994 - February 2006
Sanwa Bank September 1993 - June 1994
City National Bank August 1990 - September 1993
Skills
Contractors, Loans, Credit, Banking, Commercial Banking, Manufacturing, Small Business Lending, Real Estate, Cash Management, Credit Analysis, Asset Managment, Portfolio Management, Commercial Lending
Education
California State University-Northridge 1986 — 1990
Bachelors of Science, Business Administration with an emphasis in Finance and Real Estate
Verdugo Hills High School
High School Diploma
California United Bank March 2006 - Present
Alzheimer's Association Orange County Chapter 2013 - Present
1st Business Bank / Mellon 1st Business Bank June 1994 - February 2006
Sanwa Bank September 1993 - June 1994
City National Bank August 1990 - September 1993
Skills
Contractors, Loans, Credit, Banking, Commercial Banking, Manufacturing, Small Business Lending, Real Estate, Cash Management, Credit Analysis, Asset Managment, Portfolio Management, Commercial Lending
Education
California State University-Northridge 1986 — 1990
Bachelors of Science, Business Administration with an emphasis in Finance and Real Estate
Verdugo Hills High School
High School Diploma
Mary Ann Jones Mary Ann Jones's Sanwa Bank Experience September 1991 - May 1997
Job Director, CIT
Industry Banking
Experience
CIT August 2011 - Present
FDIC May 2010 - August 2011
Bulls Capital Partners, LLC May 2008 - May 2010
CIT July 2007 - January 2008
Centerline Capital Group September 2001 - July 2007
Southern Pacific Bank May 1997 - August 2001
Sanwa Bank September 1991 - May 1997
California Federal Bank May 1986 - September 1991
Union Bank of California July 1981 - May 1986
Skills
Credit, Loans
Education
California State University-Long Beach - College of Business Administration 1979 — 1981
Pacific Coast Banking School
Certificate
CIT August 2011 - Present
FDIC May 2010 - August 2011
Bulls Capital Partners, LLC May 2008 - May 2010
CIT July 2007 - January 2008
Centerline Capital Group September 2001 - July 2007
Southern Pacific Bank May 1997 - August 2001
Sanwa Bank September 1991 - May 1997
California Federal Bank May 1986 - September 1991
Union Bank of California July 1981 - May 1986
Skills
Credit, Loans
Education
California State University-Long Beach - College of Business Administration 1979 — 1981
Pacific Coast Banking School
Certificate
William Hylton William Hylton's Sanwa Bank Experience January 1996 - May 1998
Job Executive Vice President at Denovo, LLC and Information Services Consultant
Industry Information Services
Experience
Denovo, LLC February 2003 - Present
JDEdwards 1998 - 2003
Sanwa Bank January 1996 - May 1998
Skills
SaaS, Data Center, Business Process, ERP, Management, Firewalls, Enterprise Software, JD Edwards, Strategy, Cloud Computing, Business Intelligence, Information Technology, CRM, Consulting, Enterprise Architecture, Integration, Business Development, Business Analysis, Project Management, Professional Services, Start-ups, Process Improvement, Outsourcing, Leadership, IT Strategy
Education
University of Colorado at Denver 2001 — 2003
MBA, Executive MBA Program
Wellsville 1974 — 1981
Denovo, LLC February 2003 - Present
JDEdwards 1998 - 2003
Sanwa Bank January 1996 - May 1998
Skills
SaaS, Data Center, Business Process, ERP, Management, Firewalls, Enterprise Software, JD Edwards, Strategy, Cloud Computing, Business Intelligence, Information Technology, CRM, Consulting, Enterprise Architecture, Integration, Business Development, Business Analysis, Project Management, Professional Services, Start-ups, Process Improvement, Outsourcing, Leadership, IT Strategy
Education
University of Colorado at Denver 2001 — 2003
MBA, Executive MBA Program
Wellsville 1974 — 1981
Diane Hettwer Diane Hettwer's Sanwa Bank Experience January 1990 - September 1995
Job
Industry Financial Services
Experience
CBOE March 2014 - Present
DePaul University November 2010 - March 2014
Elmhurst Memorial Healthcare 2008 - 2009
The Investor Relations Company June 2008 - November 2008
The Art Institute of Chicago 2006 - 2007
Financial Relations Board June 2002 - September 2005
Lind-Waldock January 2000 - January 2001
Lind-Waldock June 1996 - December 2000
Sanwa Bank January 1990 - September 1995
Skills
Portfolio Management, Client Service, Account Management, Marketing Communications, Email Marketing, Financial Writing, Direct Mail, Investments, Financial Analysis, Excel, PowerPoint, Research, Word, Microsoft Office, Alternative Investments, Fundraising, Hedge Funds, Fixed Income, Investor Relations, Microsoft Excel, Financial Services, Vlookup, Capital Markets, Equities, Leadership, Mutual Funds, Financial Markets, Finance, Trading
Education
DePaul University 2001 — 2003
M.A, Marketing and Communications, 3.74 GPA
L'Institute de Français, Villefranche sur Mer, France 2000 — 2000
French language immersion school
DePaul University
BS, Finance
CBOE March 2014 - Present
DePaul University November 2010 - March 2014
Elmhurst Memorial Healthcare 2008 - 2009
The Investor Relations Company June 2008 - November 2008
The Art Institute of Chicago 2006 - 2007
Financial Relations Board June 2002 - September 2005
Lind-Waldock January 2000 - January 2001
Lind-Waldock June 1996 - December 2000
Sanwa Bank January 1990 - September 1995
Skills
Portfolio Management, Client Service, Account Management, Marketing Communications, Email Marketing, Financial Writing, Direct Mail, Investments, Financial Analysis, Excel, PowerPoint, Research, Word, Microsoft Office, Alternative Investments, Fundraising, Hedge Funds, Fixed Income, Investor Relations, Microsoft Excel, Financial Services, Vlookup, Capital Markets, Equities, Leadership, Mutual Funds, Financial Markets, Finance, Trading
Education
DePaul University 2001 — 2003
M.A, Marketing and Communications, 3.74 GPA
L'Institute de Français, Villefranche sur Mer, France 2000 — 2000
French language immersion school
DePaul University
BS, Finance
Marsha Wilson-Massey Marsha Wilson-Massey's Sanwa Bank Experience 1998 - 2001
Job at
Industry Information Technology and Services
Experience
American Honda Motor Company, Inc. November 2008 - Present
Citi September 2007 - November 2008
Ameriquest Mortgage Company October 2003 - September 2007
Bank Of The West August 1998 - November 2002
Sanwa Bank 1998 - 2001
Los Angeles Unified School District August 1994 - February 1997
Information Systems and Services (ISS) January 1994 - August 1996
Trans World Airlines September 1989 - September 1993
Skills
Software Project..., Vendor Management, Analysis, Leadership, Business Intelligence, Troubleshooting, Process Improvement, Project Management, SDLC, Visio, Team Building, Customer Satisfaction, Information Technology, Data Warehousing, Employee Training, Training, Testing, Business Analysis, Requirements Analysis, Access, Requirements Gathering, SharePoint, Agile Methodologies, Program Management, Business Process..., Integration, Software Documentation, IT Strategy, Business Process, IT Management, MS Project, Disaster Recovery, Cross-functional Team..., Change Management, Quality Assurance, Project Portfolio..., Software Development, Management, User Acceptance Testing, System Administration, Systems Analysis, Team Leadership, Agile Project Management, PMP, PMO, SQL, Quality Center, Regression Testing, Test Automation, Crystal Reports
Education
E M International Bible University (EMIBU) 2002 — 2007
Master of Divinity, Divinity
Keller Graduate School of Management 2002 — 2004
MMIS, Master Managment of Information Technology, 3.7
DeVry University 1997 — 2000
BSCIS, Bachelor of Science in Computer Information Technology, 3.87
American Honda Motor Company, Inc. November 2008 - Present
Citi September 2007 - November 2008
Ameriquest Mortgage Company October 2003 - September 2007
Bank Of The West August 1998 - November 2002
Sanwa Bank 1998 - 2001
Los Angeles Unified School District August 1994 - February 1997
Information Systems and Services (ISS) January 1994 - August 1996
Trans World Airlines September 1989 - September 1993
Skills
Software Project..., Vendor Management, Analysis, Leadership, Business Intelligence, Troubleshooting, Process Improvement, Project Management, SDLC, Visio, Team Building, Customer Satisfaction, Information Technology, Data Warehousing, Employee Training, Training, Testing, Business Analysis, Requirements Analysis, Access, Requirements Gathering, SharePoint, Agile Methodologies, Program Management, Business Process..., Integration, Software Documentation, IT Strategy, Business Process, IT Management, MS Project, Disaster Recovery, Cross-functional Team..., Change Management, Quality Assurance, Project Portfolio..., Software Development, Management, User Acceptance Testing, System Administration, Systems Analysis, Team Leadership, Agile Project Management, PMP, PMO, SQL, Quality Center, Regression Testing, Test Automation, Crystal Reports
Education
E M International Bible University (EMIBU) 2002 — 2007
Master of Divinity, Divinity
Keller Graduate School of Management 2002 — 2004
MMIS, Master Managment of Information Technology, 3.7
DeVry University 1997 — 2000
BSCIS, Bachelor of Science in Computer Information Technology, 3.87
Rima Dolgonos Rima Dolgonos's Sanwa Bank Experience May 1993 - August 1994
Job Sr. Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2009 - Present
Frontier Airlines June 2009 - July 2009
Ultimate Electronics August 2002 - October 2008
ToolCASE Computing August 1994 - July 2002
Sanwa Bank May 1993 - August 1994
Merrill Lynch August 1991 - May 1993
Skills
SQL, Enterprise Architecture, Business Intelligence, SDLC, Requirements Gathering, Databases, Merchandising, Finance, Vendor Management, Forecasting, Management, Project Planning, Employee Relations, Visio, Integration, Accounting, Software Project..., Sales, Agile Methodologies, Requirements Analysis, Time Management, Process Improvement, Business Analysis, Data Modeling, Marketing, Employee Benefits, Data Warehousing, Oracle Applications, Interviews
Education
University of Colorado Boulder 1994 — 1996
MS, Aerospace Engineering
Binghamton University 1986 — 1990
Mahopac High School 1982 — 1986
TIAA-CREF August 2009 - Present
Frontier Airlines June 2009 - July 2009
Ultimate Electronics August 2002 - October 2008
ToolCASE Computing August 1994 - July 2002
Sanwa Bank May 1993 - August 1994
Merrill Lynch August 1991 - May 1993
Skills
SQL, Enterprise Architecture, Business Intelligence, SDLC, Requirements Gathering, Databases, Merchandising, Finance, Vendor Management, Forecasting, Management, Project Planning, Employee Relations, Visio, Integration, Accounting, Software Project..., Sales, Agile Methodologies, Requirements Analysis, Time Management, Process Improvement, Business Analysis, Data Modeling, Marketing, Employee Benefits, Data Warehousing, Oracle Applications, Interviews
Education
University of Colorado Boulder 1994 — 1996
MS, Aerospace Engineering
Binghamton University 1986 — 1990
Mahopac High School 1982 — 1986
Valerie Damolaris Valerie Damolaris's Sanwa Bank Experience April 1995 - November 1997
Job Program Manager, Customer Experiences at Motorola Solutions, Inc
Industry Marketing and Advertising
Experience
Motorola Solutions, Inc February 2005 - Present
Freelance November 2004 - February 2005
Creative Group, Inc. August 2003 - November 2004
marcus evans Group January 2002 - August 2003
marcus evans Group April 1999 - December 2001
marcus evans Group November 1997 - March 1999
Sanwa Bank April 1995 - November 1997
Sanwa Bank October 1991 - March 1995
Skills
Program Management, Project Management, Event Marketing, Trade Show Production, Event Director, Event Planning, Events, Corporate Events, Coordinating Events, Trade Shows, Trade show, Trade Show Exhibitor, Meeting Planning, Organizing Meetings, Business Meetings, Relationship Management, Destination Events, Destination Management..., Marketing Strategy, Sales & Marketing...
Education
Michigan State University 1987 — 1991
BA, International Relations (Political Science, Economics, French)
Oak Park River Forest High School 1984 — 1987
Motorola Solutions, Inc February 2005 - Present
Freelance November 2004 - February 2005
Creative Group, Inc. August 2003 - November 2004
marcus evans Group January 2002 - August 2003
marcus evans Group April 1999 - December 2001
marcus evans Group November 1997 - March 1999
Sanwa Bank April 1995 - November 1997
Sanwa Bank October 1991 - March 1995
Skills
Program Management, Project Management, Event Marketing, Trade Show Production, Event Director, Event Planning, Events, Corporate Events, Coordinating Events, Trade Shows, Trade show, Trade Show Exhibitor, Meeting Planning, Organizing Meetings, Business Meetings, Relationship Management, Destination Events, Destination Management..., Marketing Strategy, Sales & Marketing...
Education
Michigan State University 1987 — 1991
BA, International Relations (Political Science, Economics, French)
Oak Park River Forest High School 1984 — 1987
Nancy Hung Nancy Hung's Sanwa Bank Experience August 1977 - January 1978
Job
Industry Management Consulting
Experience
Aaeon Electronics, Inc. August 2007 - Present
Lucent Technologies January 1997 - October 2002
Bellcore June 1984 - January 1997
Sumitomo Trust November 1979 - May 1981
Bank Di Roma February 1978 - October 1979
Sanwa Bank August 1977 - January 1978
Skills
Management, Leadership, Accounting, Incorporation Services, Financial Analysis, Finance, Financial Reporting, Risk Management, Credit Control, Foreign Languages, Budget Planning and..., Company Merger and..., ERP, Operation and System..., Business Application..., Team Building, Cross-functional Team..., Inventory Control and..., Human Resources, IT Management, Operations Management, Solution Development, Operation Process..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Strategy, Project Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Information Systems
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance
National Taiwan Univeristy
Atmospheric Science
Aaeon Electronics, Inc. August 2007 - Present
Lucent Technologies January 1997 - October 2002
Bellcore June 1984 - January 1997
Sumitomo Trust November 1979 - May 1981
Bank Di Roma February 1978 - October 1979
Sanwa Bank August 1977 - January 1978
Skills
Management, Leadership, Accounting, Incorporation Services, Financial Analysis, Finance, Financial Reporting, Risk Management, Credit Control, Foreign Languages, Budget Planning and..., Company Merger and..., ERP, Operation and System..., Business Application..., Team Building, Cross-functional Team..., Inventory Control and..., Human Resources, IT Management, Operations Management, Solution Development, Operation Process..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Strategy, Project Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Information Systems
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance
National Taiwan Univeristy
Atmospheric Science
Phitsanu (Jojo) Kochaphum Phitsanu (Jojo) Kochaphum's Sanwa Bank Experience 1992 - 1996
Job Director, Corporate & Investment Banking
Industry Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Bank of the West August 2005 - July 2015
GMAC Commercial Finance 2002 - 2005
Macromedia 2000 - 2001
GE Commercial Finance 1996 - 2000
Sanwa Bank 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, Small Business Lending, Financial Analysis, Cash Management, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Loan Origination, Mergers, Mortgage Lending, Relationship Management, Treasury Management
Education
Pacific Coast Banking School (University of Washington) 2008 — 2010
San Francisco State University 1992 — 1995
MA, Applied Economics
University of California, Berkeley 1986 — 1990
BA, Economics
KeyBanc Capital Markets July 2015 - Present
Bank of the West August 2005 - July 2015
GMAC Commercial Finance 2002 - 2005
Macromedia 2000 - 2001
GE Commercial Finance 1996 - 2000
Sanwa Bank 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, Small Business Lending, Financial Analysis, Cash Management, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Loan Origination, Mergers, Mortgage Lending, Relationship Management, Treasury Management
Education
Pacific Coast Banking School (University of Washington) 2008 — 2010
San Francisco State University 1992 — 1995
MA, Applied Economics
University of California, Berkeley 1986 — 1990
BA, Economics
Cynthia Pontious Cynthia Pontious's Sanwa Bank Experience June 1997 - January 2002
Job Expereniced Consumer Loan Officer/Underwriter. 20+ years Excellent Customer Service. (SEEKING EMPLOYMENT)
Industry Banking
Experience
Schools First Federal Credit Union August 2012 - September 2013
Friedman & Friedman Insurancce January 2010 - August 2012
Coastal Federal Credit January 2005 - October 2009
Partners Financial Credit Union March 2003 - March 2004
Asset Capital Group inc. February 2002 - 2003
Sanwa Bank June 1997 - January 2002
Skills
Customer Service, Loans, Credit, Banking, Microsoft Office, Training, Software Documentation, Marketing, Underwriting, Financial Analysis, Consumer Lending, Outlook, Research, Public Speaking, Access, Data Entry, Data Input, Typing, PowerPoint, Microsoft Word, Symitar on line
Education
Professional Development 2011 — 2012
Certificates, Microsoft Office, Word, Excel, Power Point.
Santa Ana College 1974 — 1977
General Studies
Valley High School 1972 — 1977
High School Dipolma, Prepare for college courses
American Institute Of Banking
Certificate of Completion, Banking and Financial Support Services
Schools First Federal Credit Union August 2012 - September 2013
Friedman & Friedman Insurancce January 2010 - August 2012
Coastal Federal Credit January 2005 - October 2009
Partners Financial Credit Union March 2003 - March 2004
Asset Capital Group inc. February 2002 - 2003
Sanwa Bank June 1997 - January 2002
Skills
Customer Service, Loans, Credit, Banking, Microsoft Office, Training, Software Documentation, Marketing, Underwriting, Financial Analysis, Consumer Lending, Outlook, Research, Public Speaking, Access, Data Entry, Data Input, Typing, PowerPoint, Microsoft Word, Symitar on line
Education
Professional Development 2011 — 2012
Certificates, Microsoft Office, Word, Excel, Power Point.
Santa Ana College 1974 — 1977
General Studies
Valley High School 1972 — 1977
High School Dipolma, Prepare for college courses
American Institute Of Banking
Certificate of Completion, Banking and Financial Support Services
Christina Ricafort's Sanwa Bank Experience 1991 - 1993
Job Project Manager at DIRECTV
Industry Information Technology and Services
Experience
DIRECTV May 2009 - Present
Yamaha Motors, California February 2007 - December 2008
Toyota February 2005 - February 2007
Nissan North America March 2003 - February 2005
Toyota Financial Systems February 1998 - February 2003
Honda Motors April 1995 - February 1998
Farmers Insurance 1993 - 1995
Sanwa Bank 1991 - 1993
First Interstate Bank 1986 - 1991
Education
Project Management Institute 2005 — 2005
Certification, Project Management Professional
University of California, Los Angeles 1989 — 1990
Certification Program, Professional Designation in Computer Information Systems
Computer Learning Center 1984 — 1985
Certificate, Computer Systems and Programming
University of Santo Tomas 1977 — 1980
Malate Catholic School 1973 — 1977
Highschool
DIRECTV May 2009 - Present
Yamaha Motors, California February 2007 - December 2008
Toyota February 2005 - February 2007
Nissan North America March 2003 - February 2005
Toyota Financial Systems February 1998 - February 2003
Honda Motors April 1995 - February 1998
Farmers Insurance 1993 - 1995
Sanwa Bank 1991 - 1993
First Interstate Bank 1986 - 1991
Education
Project Management Institute 2005 — 2005
Certification, Project Management Professional
University of California, Los Angeles 1989 — 1990
Certification Program, Professional Designation in Computer Information Systems
Computer Learning Center 1984 — 1985
Certificate, Computer Systems and Programming
University of Santo Tomas 1977 — 1980
Malate Catholic School 1973 — 1977
Highschool
Rhonda Hall Rhonda Hall's Sanwa Bank Experience 1992 - 2007
Job Banking Professional
Industry Banking
Experience
Bank of the West 1981 - 2013
Sanwa Bank 1992 - 2007
Skills
Retail Banking, Operations Audit, Trust Operations Audit, Operations Management, Time Management, Customer Satisfaction, Customer Service, Consumer Lending, Auditing, Financial Analysis, Commercial Banking, Risk Management, Financial Audits, Performance Management, Credit, Software Auditing, Relationship-building..., Banking, Recruiting, Problem Solving, Commercial Lending, Customer Service..., Customer Service..., Temporary Placement
Education
Mt. San Antonio College 1977 — 1978
Bank of the West 1981 - 2013
Sanwa Bank 1992 - 2007
Skills
Retail Banking, Operations Audit, Trust Operations Audit, Operations Management, Time Management, Customer Satisfaction, Customer Service, Consumer Lending, Auditing, Financial Analysis, Commercial Banking, Risk Management, Financial Audits, Performance Management, Credit, Software Auditing, Relationship-building..., Banking, Recruiting, Problem Solving, Commercial Lending, Customer Service..., Customer Service..., Temporary Placement
Education
Mt. San Antonio College 1977 — 1978
Christine Larson Christine Larson's Sanwa Bank Experience 1991 - 2000
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank May 2007 - Present
Manufacturers Bank 2005 - 2007
Chinatrust Bank 2003 - 2005
First Federal Bank of California 2000 - 2003
Sanwa Bank 1991 - 2000
Education
UCLA Anderson School of Management
Business, Accounting
City National Bank May 2007 - Present
Manufacturers Bank 2005 - 2007
Chinatrust Bank 2003 - 2005
First Federal Bank of California 2000 - 2003
Sanwa Bank 1991 - 2000
Education
UCLA Anderson School of Management
Business, Accounting
MARIA BARRAZA MARIA BARRAZA's Sanwa Bank Experience March 1993 - December 1997
Job Realtor at Coldwell Banker Beachside
Industry Real Estate
Experience
Coldwell Banker Beachside January 2000 - Present
Global Escrow January 1998 - December 1999
Sanwa Bank March 1993 - December 1997
Skills
Social Networking, Customer Satisfaction, Contract Negotiations, Contract Negotiation, Relocation, First Time Home Buyers, Buyer Representation, Residential Homes, Real Estate, Sellers, Short Sales, Investment Properties, Selling, REO, Leadership Development, Foreclosures, Investors, Single Family Homes, New Home Sales, SFR, Condos, Listings, Vacation Homes, Townhomes, New Homes, ABR, Move Up Buyers, Referrals, Income Properties, Waterfront
Education
Fullerton College 1999 — 2000
Brea
Real Estate
Coldwell Banker Beachside January 2000 - Present
Global Escrow January 1998 - December 1999
Sanwa Bank March 1993 - December 1997
Skills
Social Networking, Customer Satisfaction, Contract Negotiations, Contract Negotiation, Relocation, First Time Home Buyers, Buyer Representation, Residential Homes, Real Estate, Sellers, Short Sales, Investment Properties, Selling, REO, Leadership Development, Foreclosures, Investors, Single Family Homes, New Home Sales, SFR, Condos, Listings, Vacation Homes, Townhomes, New Homes, ABR, Move Up Buyers, Referrals, Income Properties, Waterfront
Education
Fullerton College 1999 — 2000
Brea
Real Estate
Anthony Deluca Anthony Deluca's Sanwa Bank Experience 1996 - 2001
Job VP/Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
Doaquin Mosley Doaquin Mosley's Sanwa Bank Experience 1994 - 2001
Job VP, Treasury Relationship Manager, Senior at Rabobank NA
Industry Banking
Experience
Rabobank 2008 - Present
Bank of the West 1994 - 2008
Sanwa Bank 1994 - 2001
Skills
Cash Management, Treasury Management, Commercial Banking, Internet Banking, Banking, Commercial Lending, Payments, Credit, Relationship Management, Treasury, Credit Analysis
Education
California State University-Northridge 1983 — 1985
Rabobank 2008 - Present
Bank of the West 1994 - 2008
Sanwa Bank 1994 - 2001
Skills
Cash Management, Treasury Management, Commercial Banking, Internet Banking, Banking, Commercial Lending, Payments, Credit, Relationship Management, Treasury, Credit Analysis
Education
California State University-Northridge 1983 — 1985
McGinty, Marty McGinty, Marty's Sanwa Bank Experience 1994 - 1998
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank December 2002 - Present
US Bank 1998 - 2002
Sanwa Bank 1994 - 1998
Skills
Capital Markets Credit, Small Business Lending, Capital Markets, Credit, Commercial Lending, Middle Market, SBA, Relationship Management, Loans, Underwriting, Commercial Banking, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Banking, Portfolio Management
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1999
MBA, Banking and Finance
University of Dayton 1986 — 1989
BS, Business Administration
Saint Ignatius High School 1981 — 1985
Fifth Third Bank December 2002 - Present
US Bank 1998 - 2002
Sanwa Bank 1994 - 1998
Skills
Capital Markets Credit, Small Business Lending, Capital Markets, Credit, Commercial Lending, Middle Market, SBA, Relationship Management, Loans, Underwriting, Commercial Banking, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Banking, Portfolio Management
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1999
MBA, Banking and Finance
University of Dayton 1986 — 1989
BS, Business Administration
Saint Ignatius High School 1981 — 1985
Kin Kui Kin Kui's Sanwa Bank Experience January 1996 - September 2000
Job VP, Senior Product Manager at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Carol Jarema Carol Jarema's Sanwa Bank Experience August 1998 - February 1999
Job Highly experienced Teacher with a Learning Behavior Specialist qualification and certification.
Industry Education Management
Experience
Bank of America January 2008 - January 2011
Bank of America January 2004 - January 2008
Fleet Bank January 2002 - January 2004
Fleet Bank February 1999 - January 2002
Sanwa Bank August 1998 - February 1999
Whirlpool Financial Corporation January 1990 - January 1998
Skills
Banking, Financial Risk, Project Management, Credit Analysis, Credit, Analysis, Auditing, Business Strategy, Coaching, Due Diligence, Finance, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Training, Underwriting
Education
National-Louis University 2011 — 2012
LBS1, Learning Behavior Specialist Teaching Certification
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA, Business Administration
Northern Illinois University
BS, Education
Bank of America January 2008 - January 2011
Bank of America January 2004 - January 2008
Fleet Bank January 2002 - January 2004
Fleet Bank February 1999 - January 2002
Sanwa Bank August 1998 - February 1999
Whirlpool Financial Corporation January 1990 - January 1998
Skills
Banking, Financial Risk, Project Management, Credit Analysis, Credit, Analysis, Auditing, Business Strategy, Coaching, Due Diligence, Finance, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Training, Underwriting
Education
National-Louis University 2011 — 2012
LBS1, Learning Behavior Specialist Teaching Certification
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA, Business Administration
Northern Illinois University
BS, Education
David Ullrich's Sanwa Bank Experience April 1992 - April 1994
Job SVP FlexTrade
Industry Banking
Experience
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
Ray Santos Ray Santos's Sanwa Bank Experience November 1998 - November 2001
Job SVP & Sr. Treasury Sales Manager
Industry Banking
Experience
HSBC July 2015 - Present
JP Morgan November 2001 - July 2015
Sanwa Bank November 1998 - November 2001
Wells Fargo January 1991 - November 1998
Skills
Banking, Business Development, Cash Management, Credit, FX Options, Financial Services, Investment Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Derivatives, Fixed Income, Relationship Management, Treasury
Education
University of Alabama
HSBC July 2015 - Present
JP Morgan November 2001 - July 2015
Sanwa Bank November 1998 - November 2001
Wells Fargo January 1991 - November 1998
Skills
Banking, Business Development, Cash Management, Credit, FX Options, Financial Services, Investment Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Derivatives, Fixed Income, Relationship Management, Treasury
Education
University of Alabama
Len Gagliano Len Gagliano's Sanwa Bank Experience 1996 - 2000
Job Assistant General Auditor at Metropolitan Water District of Southern California
Industry Utilities
Experience
Metropolitan Water District of Southern California 2003 - Present
Fidelity National 2003 - 2003
City National Bank 2002 - 2003
United Cakifornia Bank 2000 - 2002
Bank of the West 1996 - 2002
Sanwa Bank 1996 - 2000
Bank of America 1977 - 1995
Security Pacific Bank 1977 - 1991
Security Pacific Automation Company 1977 - 1991
Education
University of Missouri-Kansas City 1971 — 1973
University of Missouri-Kansas City 1970 — 1973
BA
CDC - Control Data
BA
Metropolitan Water District of Southern California 2003 - Present
Fidelity National 2003 - 2003
City National Bank 2002 - 2003
United Cakifornia Bank 2000 - 2002
Bank of the West 1996 - 2002
Sanwa Bank 1996 - 2000
Bank of America 1977 - 1995
Security Pacific Bank 1977 - 1991
Security Pacific Automation Company 1977 - 1991
Education
University of Missouri-Kansas City 1971 — 1973
University of Missouri-Kansas City 1970 — 1973
BA
CDC - Control Data
BA
Amy Alcazar, PHR-CA, SHRM-CP's Sanwa Bank Experience 1991 - 1993
Job Automatic Data Processing (ADP) | Client HR Services Executive
Industry Human Resources
Experience
ADP February 2013 - Present
ADP March 2010 - February 2013
ADP December 2008 - March 2010
Nick Alexander Imports February 2005 - December 2008
ADP November 1997 - February 2005
ADP November 1997 - January 2000
Spoon's Restaurant July 1994 - July 1998
Sanwa Bank 1991 - 1993
Skills
ADP Payroll, Salesforce.com, Benefits Administration, Employee Benefits, HRIS, COBRA, Recruiting, Talent Acquisition, Training, Selling, Applicant Tracking..., Strategic Partnerships, Coaching, Customer Satisfaction, CRM, Employee Training, Talent Management, Employee Handbooks, Employee Engagement, Onboarding, Strategic Planning, Personnel Management, HR Consulting, Management, Customer Service, Business Development, Sales Presentations, Leadership, Succession Planning, Sales
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Business Administration (MBA)
California State University-Long Beach - College of Business Administration 1991 — 1997
Bachelor of Science, Business
ADP February 2013 - Present
ADP March 2010 - February 2013
ADP December 2008 - March 2010
Nick Alexander Imports February 2005 - December 2008
ADP November 1997 - February 2005
ADP November 1997 - January 2000
Spoon's Restaurant July 1994 - July 1998
Sanwa Bank 1991 - 1993
Skills
ADP Payroll, Salesforce.com, Benefits Administration, Employee Benefits, HRIS, COBRA, Recruiting, Talent Acquisition, Training, Selling, Applicant Tracking..., Strategic Partnerships, Coaching, Customer Satisfaction, CRM, Employee Training, Talent Management, Employee Handbooks, Employee Engagement, Onboarding, Strategic Planning, Personnel Management, HR Consulting, Management, Customer Service, Business Development, Sales Presentations, Leadership, Succession Planning, Sales
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Business Administration (MBA)
California State University-Long Beach - College of Business Administration 1991 — 1997
Bachelor of Science, Business
Shashi Sinha's Sanwa Bank Experience July 1996 - July 1997
Job Senior Manager at Comcast
Industry Information Technology and Services
Experience
Comcast January 2008 - Present
ASI November 2007 - December 2007
Charming Shoppes Inc May 2005 - October 2007
Tyco Electronics July 2001 - May 2005
GMAC-RFC, Best Buy August 1997 - June 2001
Sanwa Bank July 1996 - July 1997
Skills
SDLC, Cross-functional Team..., Telecommunications, Integration, Vendor Management, Data Warehousing, ERP, Leadership, Business Analysis, E-commerce, Program Management, Business Intelligence, IT Strategy, Software Project..., Strategy
Education
European University 1995 — 1996
MBA, Business
Magadh University 1989 — 1993
BS, Math, Chemistry, Physics
Comcast January 2008 - Present
ASI November 2007 - December 2007
Charming Shoppes Inc May 2005 - October 2007
Tyco Electronics July 2001 - May 2005
GMAC-RFC, Best Buy August 1997 - June 2001
Sanwa Bank July 1996 - July 1997
Skills
SDLC, Cross-functional Team..., Telecommunications, Integration, Vendor Management, Data Warehousing, ERP, Leadership, Business Analysis, E-commerce, Program Management, Business Intelligence, IT Strategy, Software Project..., Strategy
Education
European University 1995 — 1996
MBA, Business
Magadh University 1989 — 1993
BS, Math, Chemistry, Physics
Arthur Troy's Sanwa Bank Experience January 1998 - August 1999
Job
Industry Banking
Experience
Citibank December 2012 - July 2015
Santa Barbara Bank & Trust November 2010 - December 2012
Wells Fargo Bank (formerly Greater Bay Bancorp) September 2006 - November 2010
Citibank (formerly California Federal Bank) August 1999 - September 2006
Sanwa Bank January 1998 - August 1999
Comerica Bank June 1993 - December 1997
The Pacific Bank June 1992 - June 1993
Mellon/Mc Mahan Real Estate Advisors February 1990 - June 1992
Joseph J. Blake & Associates 1987 - 1990
COMPS 1987 - 1987
Skills
Valuation, Loans, Appraisals, Credit, Real Estate, Real Estate Economics
Education
University of California, Berkeley 1982 — 1987
Citibank December 2012 - July 2015
Santa Barbara Bank & Trust November 2010 - December 2012
Wells Fargo Bank (formerly Greater Bay Bancorp) September 2006 - November 2010
Citibank (formerly California Federal Bank) August 1999 - September 2006
Sanwa Bank January 1998 - August 1999
Comerica Bank June 1993 - December 1997
The Pacific Bank June 1992 - June 1993
Mellon/Mc Mahan Real Estate Advisors February 1990 - June 1992
Joseph J. Blake & Associates 1987 - 1990
COMPS 1987 - 1987
Skills
Valuation, Loans, Appraisals, Credit, Real Estate, Real Estate Economics
Education
University of California, Berkeley 1982 — 1987
David Lampert's Sanwa Bank Experience 1986 - 1999
Job Manager, Consulting at Interactive Data, Bondedge
Industry Investment Management
Experience
Interactive Data, Bondedge August 2006 - Present
Eureka Investment Advisors September 1997 - October 2005
Sanwa Bank 1986 - 1999
Skills
Securities, Portfolio Management, Fixed Income, Investments, Capital Markets, Derivatives, Financial Markets, Accounting, Financial Services, Financial Modeling, Hedge Funds, Banking, Equities, Financial Analysis, Risk Management, Reference Data, Market Data, Strategic Financial..., Auditing, Alternative Investments, Investment Banking, Asset Management
Education
University of California, Los Angeles 1980 — 1984
Bachelors, Economics/Business
Washington High School
Interactive Data, Bondedge August 2006 - Present
Eureka Investment Advisors September 1997 - October 2005
Sanwa Bank 1986 - 1999
Skills
Securities, Portfolio Management, Fixed Income, Investments, Capital Markets, Derivatives, Financial Markets, Accounting, Financial Services, Financial Modeling, Hedge Funds, Banking, Equities, Financial Analysis, Risk Management, Reference Data, Market Data, Strategic Financial..., Auditing, Alternative Investments, Investment Banking, Asset Management
Education
University of California, Los Angeles 1980 — 1984
Bachelors, Economics/Business
Washington High School
Thaddeus Malit's Sanwa Bank Experience 1990 - 1996
Job Director at PricewaterhouseCoopers
Industry Capital Markets
Experience
PwC February 2015 - Present
Deloitte & Touche September 1996 - January 2015
Sanwa Bank 1990 - 1996
Goldman Sachs 1988 - 1990
Skills
Risk Management, Treasury, Hedging, Market Risk, Derivatives, Enterprise Risk..., Commodity, Valuation, Financial Modeling, Fixed Income, Financial Risk, Trading, Capital Markets, Hedge Funds, Corporate Finance, Investment Banking, Commodity Markets, Bloomberg, FX Options, Credit Risk, Project Finance, CTRM, Commodity Risk..., CTRM Implementations, CTRM Selections
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Arts (BA) - Economics/ Bachelor of Science (BS) - Political Science
PwC February 2015 - Present
Deloitte & Touche September 1996 - January 2015
Sanwa Bank 1990 - 1996
Goldman Sachs 1988 - 1990
Skills
Risk Management, Treasury, Hedging, Market Risk, Derivatives, Enterprise Risk..., Commodity, Valuation, Financial Modeling, Fixed Income, Financial Risk, Trading, Capital Markets, Hedge Funds, Corporate Finance, Investment Banking, Commodity Markets, Bloomberg, FX Options, Credit Risk, Project Finance, CTRM, Commodity Risk..., CTRM Implementations, CTRM Selections
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Arts (BA) - Economics/ Bachelor of Science (BS) - Political Science
John C. Van Essen's Sanwa Bank Experience June 1989 - June 1990
Job Senior Account Executive
Industry Information Technology and Services
Experience
Nervala Inc March 2006 - Present
Gilmore Global September 2010 - June 2011
KOM Networks October 2007 - April 2008
Arimtec International Inc. 1993 - 2006
IScan October 1989 - June 1993
Sanwa Bank June 1989 - June 1990
Xerox October 1987 - August 1989
AutoCraft Canada January 1978 - January 1986
Skills
Document Management, Solution Selling, Cloud Computing, SharePoint, Integration, Business Development, Sales, Account Management, Salesforce.com, Enterprise Software, Software Development, Software Project..., CRM, SaaS, Direct Sales
Education
Carleton University
B.A Honours
Nervala Inc March 2006 - Present
Gilmore Global September 2010 - June 2011
KOM Networks October 2007 - April 2008
Arimtec International Inc. 1993 - 2006
IScan October 1989 - June 1993
Sanwa Bank June 1989 - June 1990
Xerox October 1987 - August 1989
AutoCraft Canada January 1978 - January 1986
Skills
Document Management, Solution Selling, Cloud Computing, SharePoint, Integration, Business Development, Sales, Account Management, Salesforce.com, Enterprise Software, Software Development, Software Project..., CRM, SaaS, Direct Sales
Education
Carleton University
B.A Honours
Joe Koczko's Sanwa Bank Experience June 1993 - June 1995
Job Partner at Thompson Hine LLP
Industry Law Practice
Experience
Thompson Hine LLP 1998 - Present
Sanwa Bank June 1993 - June 1995
Skills
Corporate Law, Mediation, Civil Litigation, Commercial Litigation, Legal Research, Litigation, Strategy, Legal Writing, Human Resources, Policy, Appeals, Product Liability, Arbitration, Trade Secrets
Education
Pace University School of Law 1995 — 1998
Boston College 1989 — 1993
Thompson Hine LLP 1998 - Present
Sanwa Bank June 1993 - June 1995
Skills
Corporate Law, Mediation, Civil Litigation, Commercial Litigation, Legal Research, Litigation, Strategy, Legal Writing, Human Resources, Policy, Appeals, Product Liability, Arbitration, Trade Secrets
Education
Pace University School of Law 1995 — 1998
Boston College 1989 — 1993
Raj Mallichetty's Sanwa Bank Experience November 1998 - May 2000
Job Director at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT January 2015 - Present
Kaiser Permanente IT October 2008 - December 2014
Kaiser Permanente IT July 2007 - October 2008
Kaiser Permanente IT December 2006 - July 2007
Kaiser Permanente-IT April 2002 - December 2006
Southern California Edison June 2000 - February 2002
Sanwa Bank November 1998 - May 2000
Tata Consultancy Services/ Pearl Assurance, England May 1996 - November 1998
Tata Consultancy Services June 1993 - May 1996
Skills
Program Management, IT Management, Healthcare, Consulting, IT Strategy, Project Management, Management Consulting, PMO, PMP, SDLC, Project Portfolio..., Certified Project..., Project Delivery, Governance, Management, Change Management, Software Development, Requirements Analysis, SOA, Vendor Management, Integration, Process Improvement, Agile Project Management, Agile Methodologies, MS Project, Requirements Gathering, Enterprise Architecture, Software Project..., Solution Architecture, Scrum, ITIL, Information Technology, Cross-functional Team..., Disaster Recovery, Resource Management, Business Intelligence, Business Analysis, Software Implementation, Enterprise Software, Healthcare Information..., Visio, IT Service Management, Business Process, Leadership, Business Process...
Education
California State University-Dominguez Hills 2008 — 2012
MBA, IT Management
California State University-Fullerton 2001 — 2004
M.S, Computer Science
Bharathiar University 1989 — 1993
B.S, Computer Science
Kaiser Permanente IT January 2015 - Present
Kaiser Permanente IT October 2008 - December 2014
Kaiser Permanente IT July 2007 - October 2008
Kaiser Permanente IT December 2006 - July 2007
Kaiser Permanente-IT April 2002 - December 2006
Southern California Edison June 2000 - February 2002
Sanwa Bank November 1998 - May 2000
Tata Consultancy Services/ Pearl Assurance, England May 1996 - November 1998
Tata Consultancy Services June 1993 - May 1996
Skills
Program Management, IT Management, Healthcare, Consulting, IT Strategy, Project Management, Management Consulting, PMO, PMP, SDLC, Project Portfolio..., Certified Project..., Project Delivery, Governance, Management, Change Management, Software Development, Requirements Analysis, SOA, Vendor Management, Integration, Process Improvement, Agile Project Management, Agile Methodologies, MS Project, Requirements Gathering, Enterprise Architecture, Software Project..., Solution Architecture, Scrum, ITIL, Information Technology, Cross-functional Team..., Disaster Recovery, Resource Management, Business Intelligence, Business Analysis, Software Implementation, Enterprise Software, Healthcare Information..., Visio, IT Service Management, Business Process, Leadership, Business Process...
Education
California State University-Dominguez Hills 2008 — 2012
MBA, IT Management
California State University-Fullerton 2001 — 2004
M.S, Computer Science
Bharathiar University 1989 — 1993
B.S, Computer Science
Kathleen Kavanagh's Sanwa Bank Experience 1996 - 1999
Job Member and Former Chair, Board of Counselors at USC School of Social Work
Industry Banking
Experience
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Bob Gedeon's Sanwa Bank Experience 1998 - 2003
Job Senior Vice President Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank October 2002 - Present
Sanwa bank 1998 - 2003
First Interstate Bank 1978 - 1998
United California Bank 1978 - 1998
Skills
Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Investments, Risk Management, Financial Analysis
Education
California State University-Los Angeles 1974 — 1976
BS, Finance/Marketing
Fairfax High School
Citizens Business Bank October 2002 - Present
Sanwa bank 1998 - 2003
First Interstate Bank 1978 - 1998
United California Bank 1978 - 1998
Skills
Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Investments, Risk Management, Financial Analysis
Education
California State University-Los Angeles 1974 — 1976
BS, Finance/Marketing
Fairfax High School
Jay Hartman's Sanwa Bank Experience 1992 - 1996
Job Head of Finance and Investments at Peer Street, Inc.
Industry Real Estate
Experience
Peer Street, Inc. June 2014 - Present
Paladin Realty Partners June 1998 - June 2014
Sanwa Bank 1992 - 1996
Skills
Private Equity, Valuation, Management, Entrepreneurship, Asset Managment, Asset Management, Investments, Business Strategy, Financial Analysis, Start-ups, Financial Modeling, Investment Properties, Due Diligence, Mergers & Acquisitions, Real Estate, Finance, Strategic Planning, Corporate Finance, Portfolio Management, Real Estate Development, Real Estate Economics, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA
University of California, Davis 1988 — 1992
BS, Economics
Peer Street, Inc. June 2014 - Present
Paladin Realty Partners June 1998 - June 2014
Sanwa Bank 1992 - 1996
Skills
Private Equity, Valuation, Management, Entrepreneurship, Asset Managment, Asset Management, Investments, Business Strategy, Financial Analysis, Start-ups, Financial Modeling, Investment Properties, Due Diligence, Mergers & Acquisitions, Real Estate, Finance, Strategic Planning, Corporate Finance, Portfolio Management, Real Estate Development, Real Estate Economics, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA
University of California, Davis 1988 — 1992
BS, Economics
Stephen Clevett's Sanwa Bank Experience June 1992 - December 1993
Job CEO at Green States Energy, Inc.
Industry Renewables & Environment
Experience
Green States Energy, Inc. January 2012 - Present
Agrisolar Solutions Inc. 2008 - 2012
Premier Power Renewable Energy, Inc. August 2008 - December 2011
Optimira Energy, Inc. April 2006 - August 2008
NORESCO 2002 - 2005
EnergyWorks 1997 - 2002
PG&E National Energy Group (fka U.S. Generating Company) December 1993 - July 1997
Sanwa Bank June 1992 - December 1993
The Bank of New York December 1989 - June 1992
Jersey Central Power & Light Co. March 1985 - December 1989
Skills
Mergers, Energy, Business Development, Project Management, Strategy, Business Strategy, Leadership, Alternative Energy, Mergers & Acquisitions, Solar Energy, Renewable Energy, Joint Ventures, Photovoltaics, Strategic Planning, Contract Negotiation, Management, Project Finance, Manufacturing, Energy Efficiency, Due Diligence, Executive Management, Start-ups, Biomass, Cleantech, Sustainable Energy, Corporate Development, Wind, Solar PV, Energy Management, Sustainability, Solar Thermal, Corporate Finance, Energy Policy, Green Technology
Education
Rutgers Graduate School of Management 1985 — 1989
Masters, Business Administration; Finance and Real Estate
Stevens Institute of Technology 1979 — 1984
Bachelor of Engineering, Mechanical Systems, Metallurgy
Oratory 1977 — 1979
High School, College prep
Green States Energy, Inc. January 2012 - Present
Agrisolar Solutions Inc. 2008 - 2012
Premier Power Renewable Energy, Inc. August 2008 - December 2011
Optimira Energy, Inc. April 2006 - August 2008
NORESCO 2002 - 2005
EnergyWorks 1997 - 2002
PG&E National Energy Group (fka U.S. Generating Company) December 1993 - July 1997
Sanwa Bank June 1992 - December 1993
The Bank of New York December 1989 - June 1992
Jersey Central Power & Light Co. March 1985 - December 1989
Skills
Mergers, Energy, Business Development, Project Management, Strategy, Business Strategy, Leadership, Alternative Energy, Mergers & Acquisitions, Solar Energy, Renewable Energy, Joint Ventures, Photovoltaics, Strategic Planning, Contract Negotiation, Management, Project Finance, Manufacturing, Energy Efficiency, Due Diligence, Executive Management, Start-ups, Biomass, Cleantech, Sustainable Energy, Corporate Development, Wind, Solar PV, Energy Management, Sustainability, Solar Thermal, Corporate Finance, Energy Policy, Green Technology
Education
Rutgers Graduate School of Management 1985 — 1989
Masters, Business Administration; Finance and Real Estate
Stevens Institute of Technology 1979 — 1984
Bachelor of Engineering, Mechanical Systems, Metallurgy
Oratory 1977 — 1979
High School, College prep
Takeshi Tak Sakimoto's Sanwa Bank Experience November 1994 - April 1995
Job Vice President at Musicians Institute, Inc.
Industry Education Management
Experience
Musicians Institute, Inc. 2002 - Present
Sea & Sea Underwater Photo. April 1995 - January 2002
Sanwa Bank November 1994 - April 1995
ANA Real Estate December 1989 - November 1994
PCS 1989 - 1989
Education
Thunderbird School of Global Management 1988 — 1989
Musicians Institute, Inc. 2002 - Present
Sea & Sea Underwater Photo. April 1995 - January 2002
Sanwa Bank November 1994 - April 1995
ANA Real Estate December 1989 - November 1994
PCS 1989 - 1989
Education
Thunderbird School of Global Management 1988 — 1989
Judy Tu's Sanwa Bank Experience September 1995 - May 2000
Job Sr. Vice President Entertainment Division at City National Bank
Industry Banking
Experience
City National Bank October 2003 - Present
Comerica Bank May 2000 - September 2003
Sanwa Bank September 1995 - May 2000
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Relationship Management, Portfolio Management, Underwriting, Corporate Finance, Financial Analysis
Education
University of California, Los Angeles
Special Studies
University of California, Riverside
B.A., History
City National Bank October 2003 - Present
Comerica Bank May 2000 - September 2003
Sanwa Bank September 1995 - May 2000
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Relationship Management, Portfolio Management, Underwriting, Corporate Finance, Financial Analysis
Education
University of California, Los Angeles
Special Studies
University of California, Riverside
B.A., History
Judith Buckley's Sanwa Bank Experience August 1990 - January 1995
Job Programmer Analyst at St. Joseph Health System
Industry Hospital & Health Care
Experience
St. Joseph Health System January 2010 - Present
St. Jude Heritage Healthcare May 2007 - January 2010
SCAN Health Plan September 2004 - April 2007
City of Hope Medical Group August 2002 - September 2004
Financial Infor mation Network August 2001 - January 2002
Medi-Syn, Inc. November 2000 - August 2001
Proms Inc March 2000 - July 2000
Insco/Dico Group July 1997 - February 2000
Hoag Hospital November 1994 - July 1997
Sanwa Bank August 1990 - January 1995
Skills
Healthcare Information..., Informatics, Healthcare, EMR, Data Analysis, Hospitals, SQL, Medicare, Microsoft Office, Crystal Reports, Access, Visual Basic, Microsoft SQL Server, HIPAA, Windows, VB.NET, Business Analysis, Databases, Software Documentation, Troubleshooting, SSRS
Education
California State University-Long Beach - College of Business Administration 1994 — 1998
Management Information System, Bachelor of Science
San Miguel High School 1980 — 1984
St. Joseph Health System January 2010 - Present
St. Jude Heritage Healthcare May 2007 - January 2010
SCAN Health Plan September 2004 - April 2007
City of Hope Medical Group August 2002 - September 2004
Financial Infor mation Network August 2001 - January 2002
Medi-Syn, Inc. November 2000 - August 2001
Proms Inc March 2000 - July 2000
Insco/Dico Group July 1997 - February 2000
Hoag Hospital November 1994 - July 1997
Sanwa Bank August 1990 - January 1995
Skills
Healthcare Information..., Informatics, Healthcare, EMR, Data Analysis, Hospitals, SQL, Medicare, Microsoft Office, Crystal Reports, Access, Visual Basic, Microsoft SQL Server, HIPAA, Windows, VB.NET, Business Analysis, Databases, Software Documentation, Troubleshooting, SSRS
Education
California State University-Long Beach - College of Business Administration 1994 — 1998
Management Information System, Bachelor of Science
San Miguel High School 1980 — 1984
Michelle Esser, SPHR, SHRM - SCP's Sanwa Bank Experience 1998 - 2000
Job VP Talent Management and Human Resources for be.group
Industry Nonprofit Organization Management
Experience
be.group January 2014 - Present
California Institute of Technology August 2011 - January 2014
Taproot Foundation 2011 - 2012
WesCorp April 2007 - August 2011
Wescom Credit Union 2003 - 2007
Union Bank of California 2000 - 2003
Sanwa Bank 1998 - 2000
Coast Savings July 1984 - April 1998
Skills
Performance Management, Organizational..., Leadership Development, Coaching, Vendor Management, Strategic Planning, Employee Relations, Change Management, Employee Engagement, Benefits Administration, Team Building, Process Improvement, Onboarding, Succession Planning, Talent Management, Human Resources, Executive Coaching, Executive Management, Leadership, Organizational Design, Strategy, Team Leadership, Training, Administration, Employee Benefits, Employee Training, FMLA, HR Consulting, Management, Personnel Management, Policy, Talent Acquisition, Time Management, Workshop Facilitation
Education
Azusa Pacific University 2001 — 2003
Masters, Organizational Management
Woodbury University
BS, Business
be.group January 2014 - Present
California Institute of Technology August 2011 - January 2014
Taproot Foundation 2011 - 2012
WesCorp April 2007 - August 2011
Wescom Credit Union 2003 - 2007
Union Bank of California 2000 - 2003
Sanwa Bank 1998 - 2000
Coast Savings July 1984 - April 1998
Skills
Performance Management, Organizational..., Leadership Development, Coaching, Vendor Management, Strategic Planning, Employee Relations, Change Management, Employee Engagement, Benefits Administration, Team Building, Process Improvement, Onboarding, Succession Planning, Talent Management, Human Resources, Executive Coaching, Executive Management, Leadership, Organizational Design, Strategy, Team Leadership, Training, Administration, Employee Benefits, Employee Training, FMLA, HR Consulting, Management, Personnel Management, Policy, Talent Acquisition, Time Management, Workshop Facilitation
Education
Azusa Pacific University 2001 — 2003
Masters, Organizational Management
Woodbury University
BS, Business
David Mora's Sanwa Bank Experience July 1997 - February 2000
Job Vice President Business Banking Team Leader at Comerica Bank
Industry Banking
Experience
Comerica Bank July 2014 - Present
Chase Business Banking June 2010 - June 2014
Mayor Villaraigosa Office/Minority Business Development Agency (U.S. Department of Commerce) February 2005 - June 2007
Mayor Riordan/Mayor Hahn March 2000 - January 2005
Sanwa Bank July 1997 - February 2000
Skills
Underwriting, Financial Analysis, Finance, Cash Management, Commercial Mortgages, Mortgage Banking, Relationship Management, Asset Management, Procurement, Lines Of Credit, Real Estate, Consumer Lending, Strategic Financial..., Due Diligence, Refinance, Accounting, Accounts Receivable, Asset Based Lending, Banking, Auditing, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Financial Planning, Investments, Loan Origination, Mortgage Lending, Loans, Risk Management, Small Business Lending, Strategic Planning, Team Management
Education
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Fairfax High School, Los Angeles
Comerica Bank July 2014 - Present
Chase Business Banking June 2010 - June 2014
Mayor Villaraigosa Office/Minority Business Development Agency (U.S. Department of Commerce) February 2005 - June 2007
Mayor Riordan/Mayor Hahn March 2000 - January 2005
Sanwa Bank July 1997 - February 2000
Skills
Underwriting, Financial Analysis, Finance, Cash Management, Commercial Mortgages, Mortgage Banking, Relationship Management, Asset Management, Procurement, Lines Of Credit, Real Estate, Consumer Lending, Strategic Financial..., Due Diligence, Refinance, Accounting, Accounts Receivable, Asset Based Lending, Banking, Auditing, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Financial Planning, Investments, Loan Origination, Mortgage Lending, Loans, Risk Management, Small Business Lending, Strategic Planning, Team Management
Education
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Fairfax High School, Los Angeles
D'Arcy Carr's Sanwa Bank Experience March 1991 - October 1992
Job Morgan Stanley Research
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Bloomberg March 1998 - July 2000
Sanwa Bank March 1991 - October 1992
Skills
Equity Research, Editorial, Supervisory Analyst, Equities, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Global Program..., Capital Markets, Alternative Investments, Editorial Product..., Investments, Management, Series 63, Series 7, FINRA, Finance, Financial Services, Financial Analysis
Education
Randolph-Macon College 1986 — 1990
B.A., Political Science
Morgan Stanley September 2000 - Present
Bloomberg March 1998 - July 2000
Sanwa Bank March 1991 - October 1992
Skills
Equity Research, Editorial, Supervisory Analyst, Equities, Fixed Income, Bloomberg, Financial Markets, Hedge Funds, Global Program..., Capital Markets, Alternative Investments, Editorial Product..., Investments, Management, Series 63, Series 7, FINRA, Finance, Financial Services, Financial Analysis
Education
Randolph-Macon College 1986 — 1990
B.A., Political Science
Pat McGushin's Sanwa Bank Experience 1995 - 1997
Job Vice President Sales at Midwest Utility, Inc.
Industry Transportation/Trucking/Railroad
Experience
Midwest Utility, Inc. January 2000 - Present
Associates Commercial Credit 1997 - 2000
Mercedes Benz Credit Corporation 1996 - 1998
Sanwa Bank 1995 - 1997
suburban federal savings and loan 1994 - 1995
Skills
Trucking, Truckload, Flatbed, Credit, Contract Negotiation, LTL, Fleet Management, Transportation, Transportation..., Trailers, Sales, Pricing, Supply Chain, Freight, Sales Management, Operations Management, Container, Logistics, New Business Development, Account Management
Education
Illinois State University 1989 — 1993
Homewood Flossmoor High School 1986 — 1989
Midwest Utility, Inc. January 2000 - Present
Associates Commercial Credit 1997 - 2000
Mercedes Benz Credit Corporation 1996 - 1998
Sanwa Bank 1995 - 1997
suburban federal savings and loan 1994 - 1995
Skills
Trucking, Truckload, Flatbed, Credit, Contract Negotiation, LTL, Fleet Management, Transportation, Transportation..., Trailers, Sales, Pricing, Supply Chain, Freight, Sales Management, Operations Management, Container, Logistics, New Business Development, Account Management
Education
Illinois State University 1989 — 1993
Homewood Flossmoor High School 1986 — 1989
Harold Brown's Sanwa Bank Experience May 1995 - May 2000
Job Business Banking Area Manager
Industry Banking
Experience
Wells Fargo October 2014 - Present
Chase October 2012 - October 2014
Chase July 2010 - October 2012
Wells Fargo September 2006 - July 2010
Wells Fargo May 2004 - October 2006
AAE Engineering May 2000 - December 2003
Sanwa Bank May 1995 - May 2000
Skills
SBA, New Business Development, Cash Management, Treasury Management, Risk Management, Relationship Management, Commercial Banking, Loans, Lines Of Credit, Commercial Lending, Small Business Lending, Credit Analysis, Loan Origination, Credit Risk, Underwriting, Finance, Portfolio Management, Sales, Financial Analysis, Cross Selling, Credit, SBA 504, Small Business, Strategic Financial..., Cash Flow, Accounting, Construction Loans, Asset Based Lending, Financial Risk, Business Relationship..., Banking Relationships, Commercial Finance
Education
University of Phoenix 2000 — 2002
MBA, Business Administration and Management, General
California State University-Fullerton 1985 — 1991
Bachelor's degree, Finance and Financial Management Services
Wells Fargo October 2014 - Present
Chase October 2012 - October 2014
Chase July 2010 - October 2012
Wells Fargo September 2006 - July 2010
Wells Fargo May 2004 - October 2006
AAE Engineering May 2000 - December 2003
Sanwa Bank May 1995 - May 2000
Skills
SBA, New Business Development, Cash Management, Treasury Management, Risk Management, Relationship Management, Commercial Banking, Loans, Lines Of Credit, Commercial Lending, Small Business Lending, Credit Analysis, Loan Origination, Credit Risk, Underwriting, Finance, Portfolio Management, Sales, Financial Analysis, Cross Selling, Credit, SBA 504, Small Business, Strategic Financial..., Cash Flow, Accounting, Construction Loans, Asset Based Lending, Financial Risk, Business Relationship..., Banking Relationships, Commercial Finance
Education
University of Phoenix 2000 — 2002
MBA, Business Administration and Management, General
California State University-Fullerton 1985 — 1991
Bachelor's degree, Finance and Financial Management Services
Rosemary Kelley's Sanwa Bank Experience June 1991 - August 1993
Job Managing Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. February 2014 - Present
Kroll Bond Rating Agency, Inc. August 2011 - Present
DBRS January 2010 - August 2011
DBRS June 2009 - January 2010
MBIA Insurance Corporation January 2003 - October 2008
MBIA September 1998 - January 2003
Citibank March 1998 - September 1998
Deutsche Bank March 1993 - March 1998
Sanwa Bank June 1991 - August 1993
Morgan Stanley June 1987 - August 1989
Skills
Credit Risk, Portfolio Management, Due Diligence, Restructuring, Customer Relations, Relationship Management, Credit Analysis, Structured Finance, Loan Origination, Project Finance, Customer Service, Valuation, Capital Markets, Loss Mitigation, Loans, Credit, Securitization, Fixed Income, Financial Structuring, Financial Services, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Derivatives, Asset Managment, Risk Management, ABS, Structured Products, Leveraged Finance, Securities, Bonds, Emerging Markets, Hedge Funds, Bloomberg, Investments, Financial Risk, Credit Derivatives, Finance, Banking, Equities, Alternative Investments, MBS, Treasury Management, Private Equity, Series 7, Funding, Financial Markets, Financial Institutions, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting and International Business
Manhattanville College 1984 — 1987
BA, Management
Kroll Bond Rating Agency, Inc. February 2014 - Present
Kroll Bond Rating Agency, Inc. August 2011 - Present
DBRS January 2010 - August 2011
DBRS June 2009 - January 2010
MBIA Insurance Corporation January 2003 - October 2008
MBIA September 1998 - January 2003
Citibank March 1998 - September 1998
Deutsche Bank March 1993 - March 1998
Sanwa Bank June 1991 - August 1993
Morgan Stanley June 1987 - August 1989
Skills
Credit Risk, Portfolio Management, Due Diligence, Restructuring, Customer Relations, Relationship Management, Credit Analysis, Structured Finance, Loan Origination, Project Finance, Customer Service, Valuation, Capital Markets, Loss Mitigation, Loans, Credit, Securitization, Fixed Income, Financial Structuring, Financial Services, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Derivatives, Asset Managment, Risk Management, ABS, Structured Products, Leveraged Finance, Securities, Bonds, Emerging Markets, Hedge Funds, Bloomberg, Investments, Financial Risk, Credit Derivatives, Finance, Banking, Equities, Alternative Investments, MBS, Treasury Management, Private Equity, Series 7, Funding, Financial Markets, Financial Institutions, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting and International Business
Manhattanville College 1984 — 1987
BA, Management
Andrea Durrett's Sanwa Bank Experience July 2000 - October 2002
Job Business Banking Manager at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
Leon. Perry's Sanwa Bank Experience 1998 - 2000
Job Chief Financial Officer
Industry Accounting
Experience
RazorGator February 2011 - Present
Tickets.com June 2004 - December 2007
Hooked on Phonics September 2002 - June 2004
Kinecta Corporation 1999 - 2002
Sanwa Bank 1998 - 2000
Bank of America - 1995 - 1997
Education
San Diego State University-California State University 1991 — 1994
RazorGator February 2011 - Present
Tickets.com June 2004 - December 2007
Hooked on Phonics September 2002 - June 2004
Kinecta Corporation 1999 - 2002
Sanwa Bank 1998 - 2000
Bank of America - 1995 - 1997
Education
San Diego State University-California State University 1991 — 1994
Matthew G. Patrick's Sanwa Bank Experience 1993 - 1998
Job at MBPatrick Investments
Industry Real Estate
Experience
MBPatrick Investments February 2010 - Present
Patrick Properties 2004 - 2009
Assisted Living Concepts 2002 - 2003
Sun Healthcare Group 1998 - 2001
Sanwa Bank 1993 - 1998
National Westminster Bank 1985 - 1990
Skills
Retirement Homes, Financial Analysis, Mergers & Acquisitions, Finance, Due Diligence, Budgets, Real Estate, Asset Management, Leadership, Real Estate Development, Private Equity, Start-ups, Real Estate Transactions, Strategic Planning, Contract Negotiation, Financial Modeling
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.)
University of Houston
B.S., Finance
The University of Texas at Austin
MBPatrick Investments February 2010 - Present
Patrick Properties 2004 - 2009
Assisted Living Concepts 2002 - 2003
Sun Healthcare Group 1998 - 2001
Sanwa Bank 1993 - 1998
National Westminster Bank 1985 - 1990
Skills
Retirement Homes, Financial Analysis, Mergers & Acquisitions, Finance, Due Diligence, Budgets, Real Estate, Asset Management, Leadership, Real Estate Development, Private Equity, Start-ups, Real Estate Transactions, Strategic Planning, Contract Negotiation, Financial Modeling
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.)
University of Houston
B.S., Finance
The University of Texas at Austin
Jeff Lipson's Sanwa Bank Experience December 1993 - October 1994
Job Executive Vice President at StoneMiller
Industry Real Estate
Experience
Stone-Miller October 1994 - Present
Sanwa Bank December 1993 - October 1994
Skills
Leases, Corporate Real Estate, Disposition, Commercial Real Estate, Property Management, Real Estate, Real Estate Development, Lease Administration, Real Estate Transactions, Investment Properties, Tenant, Real Estate Economics, Tenant Representation, Lease Negotiations, Landlords, Shopping Centers, Dispositions
Education
California State University-Northridge 1988 — 1993
BS, Finance and Real Estate
Stone-Miller October 1994 - Present
Sanwa Bank December 1993 - October 1994
Skills
Leases, Corporate Real Estate, Disposition, Commercial Real Estate, Property Management, Real Estate, Real Estate Development, Lease Administration, Real Estate Transactions, Investment Properties, Tenant, Real Estate Economics, Tenant Representation, Lease Negotiations, Landlords, Shopping Centers, Dispositions
Education
California State University-Northridge 1988 — 1993
BS, Finance and Real Estate
Jeannette Cox's Sanwa Bank Experience 1985 - 1989
Job Systems Analyst at PFF Bank & Trust
Industry Banking
Experience
PFF Bank & Trust October 2000 - Present
Fiserv 1990 - 1998
Sanwa Bank 1985 - 1989
Education
Santa Ana College 1967 — 1969
PFF Bank & Trust October 2000 - Present
Fiserv 1990 - 1998
Sanwa Bank 1985 - 1989
Education
Santa Ana College 1967 — 1969
Tom Axline's Sanwa Bank Experience 1990 - 1992
Job Regional Manager, Southern California
Industry Financial Services
Experience
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
Chris DiCarlo's Sanwa Bank Experience February 1997 - May 2001
Job Senior Executive Nonprofit Strategy and Management
Industry Nonprofit Organization Management
Experience
Various assignments across the world May 2013 - Present
The Museum of Russian Art March 2012 - May 2013
Ignitus Worldwide April 2008 - March 2012
United Way June 2004 - October 2007
Financial Management and Turnaround August 2001 - June 2004
Sanwa Bank February 1997 - May 2001
Skills
Strategy, Turnaround Experience, Business Planning, Fundraising, Mergers & Acquisitions, Grant Writing, Non-profits, Nonprofits, Board Development, Leadership, Leadership Development, Organizational..., Philanthropy, Policy, Program Management, Strategic Planning
Education
University of Chicago 1993 — 1996
Master of Public Policy (M.P.P.)
University of Chicago Graduate School of Business 1993 — 1996
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.), History/Art History
Various assignments across the world May 2013 - Present
The Museum of Russian Art March 2012 - May 2013
Ignitus Worldwide April 2008 - March 2012
United Way June 2004 - October 2007
Financial Management and Turnaround August 2001 - June 2004
Sanwa Bank February 1997 - May 2001
Skills
Strategy, Turnaround Experience, Business Planning, Fundraising, Mergers & Acquisitions, Grant Writing, Non-profits, Nonprofits, Board Development, Leadership, Leadership Development, Organizational..., Philanthropy, Policy, Program Management, Strategic Planning
Education
University of Chicago 1993 — 1996
Master of Public Policy (M.P.P.)
University of Chicago Graduate School of Business 1993 — 1996
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.), History/Art History
Timothy Morphy's Sanwa Bank Experience 1993 - 1995
Job President at First Western Trust
Industry Investment Management
Experience
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
Frank Dattalo's Sanwa Bank Experience 1990 - 1999
Job Director at Dexia Credit Local
Industry Banking
Experience
Dexia Credit Local DirectorDexia Credit Local New York Branch1999 - Present
DEXIA New York 1999 - Present
Dexia 1999 - Present
Sanwa Bank 1990 - 1999
Skills
Structured Finance, Derivatives, Corporate Finance, Capital Markets, Fixed Income, Basel II, Financial Structuring, Market Risk, Interest Rate..., Swaps, Structured Products, Financial Markets, Bonds
Education
Long Island University, C.W. Post Campus 1987 — 1990
BA, Finance
Dexia Credit Local DirectorDexia Credit Local New York Branch1999 - Present
DEXIA New York 1999 - Present
Dexia 1999 - Present
Sanwa Bank 1990 - 1999
Skills
Structured Finance, Derivatives, Corporate Finance, Capital Markets, Fixed Income, Basel II, Financial Structuring, Market Risk, Interest Rate..., Swaps, Structured Products, Financial Markets, Bonds
Education
Long Island University, C.W. Post Campus 1987 — 1990
BA, Finance
Mark Pavitch's Sanwa Bank Experience August 1999 - September 2002
Job IT Professional / Mathematician / Analyst
Industry Information Technology and Services
Experience
Bank of America June 2012 - Present
Pasadena City Colleges January 2011 - Present
California State University, Los Angeles September 2006 - Present
City National Bank May 2011 - May 2012
Walt Disney Imagineering May 2009 - January 2011
Indymac Bank October 2005 - September 2007
Countrywide May 2003 - September 2005
Sanwa Bank August 1999 - September 2002
Skills
Agile Methodologies, Databases, Microsoft SQL Server, SQL, XML, .NET, Data Warehousing, Data Modeling, C#, Project Management, Analysis, C, R, Matlab, Web Applications, Data Analysis, Business Analysis, Relational Databases, SDLC, Visio, Applied Mathematics, Process Improvement, HTML, Business Intelligence, Programming, Program Management, Management, Testing, Linux, PowerPoint, Microsoft Office, Research, MS Project, Leadership, Training, Strategic Planning, Windows, Microsoft Word, Requirements Gathering, Financial Analysis, Software Development, Hadoop, Requirements Analysis, Six Sigma, Access, Scrum
Education
University of Washington 2013 — 2013
Certificate in Data Science, Data Science
California State University-Los Angeles
MS, Pure Mathematics
California State University-Los Angeles
BS, Applied Mathematics
Bank of America June 2012 - Present
Pasadena City Colleges January 2011 - Present
California State University, Los Angeles September 2006 - Present
City National Bank May 2011 - May 2012
Walt Disney Imagineering May 2009 - January 2011
Indymac Bank October 2005 - September 2007
Countrywide May 2003 - September 2005
Sanwa Bank August 1999 - September 2002
Skills
Agile Methodologies, Databases, Microsoft SQL Server, SQL, XML, .NET, Data Warehousing, Data Modeling, C#, Project Management, Analysis, C, R, Matlab, Web Applications, Data Analysis, Business Analysis, Relational Databases, SDLC, Visio, Applied Mathematics, Process Improvement, HTML, Business Intelligence, Programming, Program Management, Management, Testing, Linux, PowerPoint, Microsoft Office, Research, MS Project, Leadership, Training, Strategic Planning, Windows, Microsoft Word, Requirements Gathering, Financial Analysis, Software Development, Hadoop, Requirements Analysis, Six Sigma, Access, Scrum
Education
University of Washington 2013 — 2013
Certificate in Data Science, Data Science
California State University-Los Angeles
MS, Pure Mathematics
California State University-Los Angeles
BS, Applied Mathematics
Brian Roberts's Sanwa Bank Experience 1991 - 1997
Job Senior Vice President, Corporate Development and Strategy
Industry Entertainment
Experience
Choice Ticketing April 2014 - Present
Vendini June 2009 - April 2014
Tickets.com, a division of Major League Baseball Advanced Media, LP / MLB.com, September 2003 - January 2009
Paciolan September 1997 - October 2002
Sanwa Bank 1991 - 1997
Skills
Strategic Partnerships, E-commerce, Salesforce.com, Social Media Marketing, Sales, CRM, Sales Management, Event Management, SaaS, Management, Account Management, Marketing Strategy, Sports Marketing, Sponsorship, Business Development, New Business Development, Start-ups, Financial Analysis, Strategic Planning, Entrepreneurship, Leadership, Lead Generation
Education
Arizona State University 1984 — 1988
Bachelor of Science, Finance
Choice Ticketing April 2014 - Present
Vendini June 2009 - April 2014
Tickets.com, a division of Major League Baseball Advanced Media, LP / MLB.com, September 2003 - January 2009
Paciolan September 1997 - October 2002
Sanwa Bank 1991 - 1997
Skills
Strategic Partnerships, E-commerce, Salesforce.com, Social Media Marketing, Sales, CRM, Sales Management, Event Management, SaaS, Management, Account Management, Marketing Strategy, Sports Marketing, Sponsorship, Business Development, New Business Development, Start-ups, Financial Analysis, Strategic Planning, Entrepreneurship, Leadership, Lead Generation
Education
Arizona State University 1984 — 1988
Bachelor of Science, Finance
Roy Bergmann's Sanwa Bank Experience January 1990 - June 1994
Job Founder, The mindful Body
Industry Health, Wellness and Fitness
Experience
The mindful Body April 1994 - Present
Sanwa Bank January 1990 - June 1994
Skills
Entrepreneurship, Wellness, Small Business, Strategic Planning, Financial Planning
Education
Northwestern University
Bachelor’s Degree, Philosophy
University of Southern California
Master of Business Administration (M.B.A.), Finance and Economics
The mindful Body April 1994 - Present
Sanwa Bank January 1990 - June 1994
Skills
Entrepreneurship, Wellness, Small Business, Strategic Planning, Financial Planning
Education
Northwestern University
Bachelor’s Degree, Philosophy
University of Southern California
Master of Business Administration (M.B.A.), Finance and Economics
Nancy Wheeler's Sanwa Bank Experience 1996 - 2000
Job Happily Retired!
Industry Design
Experience
Cary's Designs January 2010 - April 2014
Sanwa Bank 1996 - 2000
First Interstate Bank 1975 - 1991
Skills
Microsoft Word, Customer Service, Event Planning, Marketing, Sales, Account Management, Marketing Strategy, Project Planning, Analysis, Negotiation, Credit, Financial Analysis, Leadership, Microsoft Office, Public Speaking, Social Media, Strategic Planning, Risk Management
Education
California State University-Hayward 1989 — 1993
Bachelor of Arts (B.A.), Human Development
Pacific Coast Banking School 1987 — 1989
@ University of Washington, Graduate School of Banking
California State University-Northridge 1980 — 1983
Business/Finance
Cary's Designs January 2010 - April 2014
Sanwa Bank 1996 - 2000
First Interstate Bank 1975 - 1991
Skills
Microsoft Word, Customer Service, Event Planning, Marketing, Sales, Account Management, Marketing Strategy, Project Planning, Analysis, Negotiation, Credit, Financial Analysis, Leadership, Microsoft Office, Public Speaking, Social Media, Strategic Planning, Risk Management
Education
California State University-Hayward 1989 — 1993
Bachelor of Arts (B.A.), Human Development
Pacific Coast Banking School 1987 — 1989
@ University of Washington, Graduate School of Banking
California State University-Northridge 1980 — 1983
Business/Finance
Brian McClave LEED AP's Sanwa Bank Experience 1993 - 1999
Job Director of Operations at Alfred Weissman Real Estate
Industry Real Estate
Experience
Alfred Weissman Real Estate April 2014 - Present
McClave Engineering PC 2000 - 2014
Sanwa Bank 1993 - 1999
Refco 1988 - 1993
Skills
Construction Management, Submittals, Sustainable Design, LEED, Construction, Strategic Planning, Contract Negotiation, Budget Process, Subcontracts Management
Education
Stony Brook University 1980 — 1984
BA, Economics
Alfred Weissman Real Estate April 2014 - Present
McClave Engineering PC 2000 - 2014
Sanwa Bank 1993 - 1999
Refco 1988 - 1993
Skills
Construction Management, Submittals, Sustainable Design, LEED, Construction, Strategic Planning, Contract Negotiation, Budget Process, Subcontracts Management
Education
Stony Brook University 1980 — 1984
BA, Economics
Donn Jakosky's Sanwa Bank Experience 1988 - 2000
Job EVP/CCO at Community Bank
Industry Banking
Experience
Community Bank September 2009 - Present
Sanwa Bank 1988 - 2000
Education
UCLA Anderson School of Management
M.B.A.
University of California, Los Angeles
A.B.
University of California, Riverside
University of California, Riverside
University of California, Riverside
University of California, Riverside
University of California, Riverside
Community Bank September 2009 - Present
Sanwa Bank 1988 - 2000
Education
UCLA Anderson School of Management
M.B.A.
University of California, Los Angeles
A.B.
University of California, Riverside
University of California, Riverside
University of California, Riverside
University of California, Riverside
University of California, Riverside
Vassos Kyprianou's Sanwa Bank Experience 1991 - 1993
Job Managing Director at Sustainable Development Capital, LLP
Industry Banking
Experience
Sustainable Development Capital, LLP April 2015 - Present
Citigroup August 2011 - April 2015
Bank of Cyprus August 2008 - June 2011
Citigroup 1993 - 2008
Sanwa Bank 1991 - 1993
Skills
Capital Markets, Loan Origination, Financial Structuring, Credit Risk, Credit Analysis, Investment Banking, Loans, Commercial Banking, Credit, Banking, Commercial Lending, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems, 3.71
Sustainable Development Capital, LLP April 2015 - Present
Citigroup August 2011 - April 2015
Bank of Cyprus August 2008 - June 2011
Citigroup 1993 - 2008
Sanwa Bank 1991 - 1993
Skills
Capital Markets, Loan Origination, Financial Structuring, Credit Risk, Credit Analysis, Investment Banking, Loans, Commercial Banking, Credit, Banking, Commercial Lending, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems, 3.71
Todd Hauben's Sanwa Bank Experience 1994 - 1999
Job Foreign Exchange Trader at Mizuho Financial Group
Industry Banking
Experience
Mizuho Financial Group FX TraderMizuho Bank2006 - 2009
Mitsubishi Trust 1999 - 2005
Sanwa Bank 1994 - 1999
Education
Penn State University 1990 — 1994
BS, Finance
Mizuho Financial Group FX TraderMizuho Bank2006 - 2009
Mitsubishi Trust 1999 - 2005
Sanwa Bank 1994 - 1999
Education
Penn State University 1990 — 1994
BS, Finance
Chad Wetmore's Sanwa Bank Experience 1995 - 1997
Job Vice President at Guard 1 Services, LLC
Industry Consumer Services
Experience
Guard 1 Services, LLC January 2013 - Present
Service Corporation International January 2003 - December 2012
Merrill Lynch 1997 - 2001
Sanwa Bank 1995 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Financial Modeling
Education
Jones Graduate School of Business, Rice University
University of San Diego - The Rady School of Management
Guard 1 Services, LLC January 2013 - Present
Service Corporation International January 2003 - December 2012
Merrill Lynch 1997 - 2001
Sanwa Bank 1995 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Financial Modeling
Education
Jones Graduate School of Business, Rice University
University of San Diego - The Rady School of Management
Natsuki Kaijima's Sanwa Bank Experience April 1987 - March 2000
Job Executive Director, CLO Desk, Capital Markets at Mitsubishi UFJ Securities (USA), Inc.
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. May 2010 - Present
Mizuho Alternative Investments, LLC October 2007 - May 2010
Mizuho Corporate Bank New York Branch August 2005 - October 2007
UFJ Bank, New York Branch September 2004 - July 2005
Barclays Capital May 2003 - September 2004
Nippon Mirai Capital April 2002 - April 2003
Credit Suisse March 2000 - April 2002
Sanwa Bank April 1987 - March 2000
Skills
High Yield, Fixed Income, Alternative Investments, Hedge Funds, CLO, CDO, Portfolio Management, Credit Derivatives, ABS, Credit Analysis, Structured Finance, Credit, Distressed Debt, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Trading
Education
獨協大学 / Dokkyo University 1983 — 1987
Japanese Law
Mitsubishi UFJ Securities (USA), Inc. May 2010 - Present
Mizuho Alternative Investments, LLC October 2007 - May 2010
Mizuho Corporate Bank New York Branch August 2005 - October 2007
UFJ Bank, New York Branch September 2004 - July 2005
Barclays Capital May 2003 - September 2004
Nippon Mirai Capital April 2002 - April 2003
Credit Suisse March 2000 - April 2002
Sanwa Bank April 1987 - March 2000
Skills
High Yield, Fixed Income, Alternative Investments, Hedge Funds, CLO, CDO, Portfolio Management, Credit Derivatives, ABS, Credit Analysis, Structured Finance, Credit, Distressed Debt, Capital Markets, Financial Structuring, Investment Banking, Private Equity, Trading
Education
獨協大学 / Dokkyo University 1983 — 1987
Japanese Law
Jerry Mandich's Sanwa Bank Experience July 1997 - October 1998
Job IT Manager | Infrastructure Management | Service Management | Architecture | Data Center Operations | Disaster Recovery
Industry Information Technology and Services
Experience
Toyota USA December 2013 - Present
Southern California Edison January 2005 - December 2013
ACS, a Xerox Company / Lockheed Martin Information Technology October 1998 - January 2005
Sanwa Bank July 1997 - October 1998
Skills
VMware ESX, ITIL, PMP, Integration, Visio, Strategic Planning, Information Security..., SDLC, Virtualization, Mainframe, Solution Architecture, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Process Improvement, AIX, Business Analysis, Program Management, IT Strategy, PMO, IT Management, Data Center, Business Process..., Vendor Management, Disaster Recovery, Unix, VMware, Operating Systems, Servers, Windows Server, TCP/IP, Security, Storage, Management, Linux, IT Service Management, Windows, Cloud Computing, Operations Management, Cisco Technologies, SAN, HP-UX, Outsourcing, Citrix, IT Operations, Business Continuity, Business Process, System Deployment, DCIM, z/OS
Education
California State University-Long Beach
BS, Computer Science and Engineering
Toyota USA December 2013 - Present
Southern California Edison January 2005 - December 2013
ACS, a Xerox Company / Lockheed Martin Information Technology October 1998 - January 2005
Sanwa Bank July 1997 - October 1998
Skills
VMware ESX, ITIL, PMP, Integration, Visio, Strategic Planning, Information Security..., SDLC, Virtualization, Mainframe, Solution Architecture, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Process Improvement, AIX, Business Analysis, Program Management, IT Strategy, PMO, IT Management, Data Center, Business Process..., Vendor Management, Disaster Recovery, Unix, VMware, Operating Systems, Servers, Windows Server, TCP/IP, Security, Storage, Management, Linux, IT Service Management, Windows, Cloud Computing, Operations Management, Cisco Technologies, SAN, HP-UX, Outsourcing, Citrix, IT Operations, Business Continuity, Business Process, System Deployment, DCIM, z/OS
Education
California State University-Long Beach
BS, Computer Science and Engineering
Jonathan Holbrook's Sanwa Bank Experience 1995 - 1999
Job Vice President at Comerica Bank
Industry Financial Services
Experience
Comerica Bank 2015 - Present
MetLife June 2007 - April 2015
Wells Fargo 1999 - 2007
Sanwa Bank 1995 - 1999
Bank of America 1993 - 1995
Skills
Valuation, Due Diligence, Restructuring, Investment Banking, Real Estate, Research, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Financial Modeling, Risk Management, Agribusiness, Credit Analysis, Loans, Asset Management, Management, Corporate Finance, Finance, Banking, Credit, Commercial Lending, Commercial Banking, Underwriting
Education
Brigham Young University 1984 — 1986
BS, Business Management
Brigham Young University - Idaho 1980 — 1984
Associate's degree, Political Science and Government
Comerica Bank 2015 - Present
MetLife June 2007 - April 2015
Wells Fargo 1999 - 2007
Sanwa Bank 1995 - 1999
Bank of America 1993 - 1995
Skills
Valuation, Due Diligence, Restructuring, Investment Banking, Real Estate, Research, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Financial Modeling, Risk Management, Agribusiness, Credit Analysis, Loans, Asset Management, Management, Corporate Finance, Finance, Banking, Credit, Commercial Lending, Commercial Banking, Underwriting
Education
Brigham Young University 1984 — 1986
BS, Business Management
Brigham Young University - Idaho 1980 — 1984
Associate's degree, Political Science and Government
Shalimar Minott's Sanwa Bank Experience December 1991 - December 1993
Job Walt Disney Travel Company
Industry Leisure, Travel & Tourism
Experience
WDTC January 2008 - Present
Sanwa Bank December 1991 - December 1993
First Interstate Bank September 1989 - December 1991
Skills
Budgets, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Public Speaking, Recruiting, Marketing, Program Management
Education
California State University-Long Beach 1984 — 1988
Bachelor of Science (BS), Business Adminstration/Accounting
Long Beach City College 1981 — 1984
Associate of Arts (AA), Accounting
WDTC January 2008 - Present
Sanwa Bank December 1991 - December 1993
First Interstate Bank September 1989 - December 1991
Skills
Budgets, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Public Speaking, Recruiting, Marketing, Program Management
Education
California State University-Long Beach 1984 — 1988
Bachelor of Science (BS), Business Adminstration/Accounting
Long Beach City College 1981 — 1984
Associate of Arts (AA), Accounting
Thomas Mayer's Sanwa Bank Experience 1998 - 1999
Job Director & Senior Trust Officer at Deutsche Bank Private Wealth Management
Industry Banking
Experience
Deutsche Bank Private Wealth Management April 2008 - Present
Morgan Stanley Trust 2002 - 2008
City National Bank 2001 - 2002
California Bank & Trust 1999 - 2001
Sanwa Bank 1998 - 1999
Fiduciary Trust International of California 1993 - 1997
Sanwa Bank 1987 - 1992
Education
Claremont Graduate University 2002 — 2003
MBA, Finance
Colgate University 1983 — 1987
BA, Economics
Deutsche Bank Private Wealth Management April 2008 - Present
Morgan Stanley Trust 2002 - 2008
City National Bank 2001 - 2002
California Bank & Trust 1999 - 2001
Sanwa Bank 1998 - 1999
Fiduciary Trust International of California 1993 - 1997
Sanwa Bank 1987 - 1992
Education
Claremont Graduate University 2002 — 2003
MBA, Finance
Colgate University 1983 — 1987
BA, Economics
Naoko Vicky Hayashida's Sanwa Bank Experience 1997 - 2001
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2009
Reuters 2002 - 2003
FXall 2001 - 2002
Sanwa Bank 1997 - 2001
Skills
Portfolio Management, FX, Customer Relations, Investor Relations, Financial Markets, Financial Services, Banking, Derivatives, Bloomberg, Trading, Finance, Asset Management, Electronic Trading
Education
New York University 2000 — 2000
Portfolio Management
Baruch College, City University of New York (CUNY)
University of Utah
B.S., Economics
Brown Brothers Harriman & Co. 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2009
Reuters 2002 - 2003
FXall 2001 - 2002
Sanwa Bank 1997 - 2001
Skills
Portfolio Management, FX, Customer Relations, Investor Relations, Financial Markets, Financial Services, Banking, Derivatives, Bloomberg, Trading, Finance, Asset Management, Electronic Trading
Education
New York University 2000 — 2000
Portfolio Management
Baruch College, City University of New York (CUNY)
University of Utah
B.S., Economics
Lynnell Harris's Sanwa Bank Experience 1980 - 1998
Job SVP & Treasury Management Sales Manager
Industry Banking
Experience
California Bank & Trust December 2013 - Present
Cash Management Plus January 2010 - December 2013
Seniors With Dignity Home Care 2009 - December 2013
Independent Living Home Health Care 2009 - 2009
Comerica 1998 - 2009
Comerica Bank 1998 - 2009
Sanwa Bank 1980 - 1998
Skills
Commercial Banking, Banking, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Cash Management, Risk Management, Retail Banking, Commercial Lending, Consumer Lending, Business Development, Credit Risk, Financial Services, Management, Relationship Management
Education
St Michael's
University of Southern California
BA
California Bank & Trust December 2013 - Present
Cash Management Plus January 2010 - December 2013
Seniors With Dignity Home Care 2009 - December 2013
Independent Living Home Health Care 2009 - 2009
Comerica 1998 - 2009
Comerica Bank 1998 - 2009
Sanwa Bank 1980 - 1998
Skills
Commercial Banking, Banking, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Cash Management, Risk Management, Retail Banking, Commercial Lending, Consumer Lending, Business Development, Credit Risk, Financial Services, Management, Relationship Management
Education
St Michael's
University of Southern California
BA
louichy soto's Sanwa Bank Experience November 1993 - September 1994
Job owner at Business Owners Network
Industry Retail
Experience
Business Owners Network August 2009 - Present
Lowe's Home Improvement. March 1999 - October 2009
The Automobile Club of Southern California May 1994 - November 2004
Sanwa Bank November 1993 - September 1994
Language International School June 1984 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Marketing
Education
Orange Coast College 1993 — 1993
CERTIFICATION, Computer Systems Networking and Telecommunications, Networking essentials
Vocational Education 1992 — 1992
Certification, Bank teller, new accounts, and customer service, Certification
Vocational Education 1992 — 1992
Certification, Networking essentials, CERTIFICATION
Primero de Febrero (militar School) 1970 — 1976
Diploma, High School/Secondary Diplomas and Certificates, Diploma
Business Owners Network August 2009 - Present
Lowe's Home Improvement. March 1999 - October 2009
The Automobile Club of Southern California May 1994 - November 2004
Sanwa Bank November 1993 - September 1994
Language International School June 1984 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Marketing
Education
Orange Coast College 1993 — 1993
CERTIFICATION, Computer Systems Networking and Telecommunications, Networking essentials
Vocational Education 1992 — 1992
Certification, Bank teller, new accounts, and customer service, Certification
Vocational Education 1992 — 1992
Certification, Networking essentials, CERTIFICATION
Primero de Febrero (militar School) 1970 — 1976
Diploma, High School/Secondary Diplomas and Certificates, Diploma
Deborah Lavin's Sanwa Bank Experience 1993 - 1995
Job Commercial Loan Underwriter at First Citizens Bank
Industry Banking
Experience
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
Vahid Asgharian's Sanwa Bank Experience April 1994 - December 1995
Job SVP, Group Technology Manager at Union Bank
Industry Banking
Experience
Union Bank February 2002 - Present
PwC Consulting January 1996 - November 2001
Sanwa Bank April 1994 - December 1995
Bechtel Corporation 1993 - 1994
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Information Technology, Project Management, ERP Implementation..., Finance
Education
California State University-Northridge
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UCLA
Union Bank February 2002 - Present
PwC Consulting January 1996 - November 2001
Sanwa Bank April 1994 - December 1995
Bechtel Corporation 1993 - 1994
Skills
Microsoft Excel, Financial Analysis, Business Analysis, Portfolio Management, Microsoft Word, PowerPoint, Business Strategy, Information Technology, Project Management, ERP Implementation..., Finance
Education
California State University-Northridge
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UCLA
Wendy Ondande's Sanwa Bank Experience 1997 - 1998
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2004 - Present
JPMorgan Chase 2000 - 2004
Bank One 1998 - 2000
Sanwa Bank 1997 - 1998
Skills
Banking, Fixed Income, Business Analysis, Financial Services, Investment Banking, Loans, Vendor Management
Education
Loras College 1991 — 1995
BS, Mathematics
JPMorgan Chase 2004 - Present
JPMorgan Chase 2000 - 2004
Bank One 1998 - 2000
Sanwa Bank 1997 - 1998
Skills
Banking, Fixed Income, Business Analysis, Financial Services, Investment Banking, Loans, Vendor Management
Education
Loras College 1991 — 1995
BS, Mathematics
Gene Galloway's Sanwa Bank Experience January 1989 - April 2001
Job President/CEO at Plaza Bank
Industry Banking
Experience
Plaza Bank June 2009 - Present
Bank of the West April 2002 - April 2002
Sanwa Bank January 1989 - April 2001
Skills
Mergers & Acquisitions, Small Business Lending, Underwriting, Commercial Lending, Banking, Vendor Management, Credit Analysis, Risk Management, Commercial Banking, Loans, SBA, Mortgage Lending, Executive Management, Consumer Lending, Commercial Mortgages, Portfolio Management, Financial Analysis, Cash Management, Credit, Asset Based Lending, Investments, Process Improvement, Loan Origination, Leadership, Treasury Management, Retail Banking
Education
San Diego State University-California State University
BS, Finance
Plaza Bank June 2009 - Present
Bank of the West April 2002 - April 2002
Sanwa Bank January 1989 - April 2001
Skills
Mergers & Acquisitions, Small Business Lending, Underwriting, Commercial Lending, Banking, Vendor Management, Credit Analysis, Risk Management, Commercial Banking, Loans, SBA, Mortgage Lending, Executive Management, Consumer Lending, Commercial Mortgages, Portfolio Management, Financial Analysis, Cash Management, Credit, Asset Based Lending, Investments, Process Improvement, Loan Origination, Leadership, Treasury Management, Retail Banking
Education
San Diego State University-California State University
BS, Finance
Richard Chackel's Sanwa Bank Experience December 1986 - December 1998
Job Senior Vice President at bank of commerce | sacramento
Industry Banking
Experience
bank of commerce sacramento June 2002 - Present
Bank of Commerce Holdings 2002 - Present
Commerce Security Bank January 1999 - May 2002
Sanwa Bank December 1986 - December 1998
Hytek Microsystems, Inc. January 1984 - October 1986
Skills
Commercial Lending, Banking, Commercial Banking, Risk Management, Small Business Lending, Loans, New Business Development, Credit Risk, Consumer Lending, Credit, Credit Analysis, Cash Management, Financial Analysis, Asset Based Lending, Portfolio Management, Commercial Mortgages, Finance, Underwriting, Mortgage Lending, Lines Of Credit
Education
Pacific Coast Banking School 1987 — 1989
Bank Management, Banking / Finance
Golden Gate University 1977 — 1981
Master of Business Administration (MBA), Banking & Finance
University of California, Davis 1971 — 1975
Bachelor of Science (BS), Agricultural Economics / Business Management
bank of commerce sacramento June 2002 - Present
Bank of Commerce Holdings 2002 - Present
Commerce Security Bank January 1999 - May 2002
Sanwa Bank December 1986 - December 1998
Hytek Microsystems, Inc. January 1984 - October 1986
Skills
Commercial Lending, Banking, Commercial Banking, Risk Management, Small Business Lending, Loans, New Business Development, Credit Risk, Consumer Lending, Credit, Credit Analysis, Cash Management, Financial Analysis, Asset Based Lending, Portfolio Management, Commercial Mortgages, Finance, Underwriting, Mortgage Lending, Lines Of Credit
Education
Pacific Coast Banking School 1987 — 1989
Bank Management, Banking / Finance
Golden Gate University 1977 — 1981
Master of Business Administration (MBA), Banking & Finance
University of California, Davis 1971 — 1975
Bachelor of Science (BS), Agricultural Economics / Business Management
Deborah Schall's Sanwa Bank Experience 1994 - 2002
Job Banking Professional
Industry Banking
Experience
Bank of America 2006 - Present
Sanwa Bank California 1999 - 2005
Sanwa` 1999 - 2002
Sanwa Bank 1994 - 2002
Bank of America 1901 - 1999
Education
California State University-Long Beach 2005 — 2005
Bank of America 2006 - Present
Sanwa Bank California 1999 - 2005
Sanwa` 1999 - 2002
Sanwa Bank 1994 - 2002
Bank of America 1901 - 1999
Education
California State University-Long Beach 2005 — 2005
V Vernard's Sanwa Bank Experience January 2001 - November 2001
Job accountant/legal services/ stylist,creative director
Industry Financial Services
Experience
Freelance stylist August 2009 - Present
ANN INC. October 2011 - August 2012
Jones Day October 2005 - March 2011
Law Offices Of Jones Day & Revis October 2005 - March 2011
Ghubar Magazine 2010 - 2010
HIV Care Services August 2002 - November 2005
Sloan & Associates 1998 - 2004
Sanwa Bank January 2001 - November 2001
Skills
Fashion, Fashion Design, Styling, Fashion Shows, Apparel, Visual Merchandising, Photoshop, Social Media, Blogging, Fashion Illustration, Merchandising, Trend Analysis, Photography, Social Media Marketing, Sewing, Adobe Creative Suite, Creative Direction, Editorial, Film, Advertising, Illustrator, InDesign, Mac, Magazines, Photo Shoots, Retail, Sales, Social Networking, Trend, Trend Forecasting, Wardrobe
Education
University of California, Berkeley
B.A, Business Accounting and Economics
Freelance stylist August 2009 - Present
ANN INC. October 2011 - August 2012
Jones Day October 2005 - March 2011
Law Offices Of Jones Day & Revis October 2005 - March 2011
Ghubar Magazine 2010 - 2010
HIV Care Services August 2002 - November 2005
Sloan & Associates 1998 - 2004
Sanwa Bank January 2001 - November 2001
Skills
Fashion, Fashion Design, Styling, Fashion Shows, Apparel, Visual Merchandising, Photoshop, Social Media, Blogging, Fashion Illustration, Merchandising, Trend Analysis, Photography, Social Media Marketing, Sewing, Adobe Creative Suite, Creative Direction, Editorial, Film, Advertising, Illustrator, InDesign, Mac, Magazines, Photo Shoots, Retail, Sales, Social Networking, Trend, Trend Forecasting, Wardrobe
Education
University of California, Berkeley
B.A, Business Accounting and Economics
Anna Rush's Sanwa Bank Experience September 1978 - March 1987
Job Interior/Exterior Lighting Design at James Ashjian Lighting & Home
Industry Design
Experience
James Ashjian Lighting & Home 2005 - Present
Fresno Police Department Credit Union June 1996 - September 2001
Sanwa Bank September 1978 - March 1987
Skills
Lighting Design, Lighting, Customer Service, Microsoft Office, Photoshop, Graphic Design, Retail, Loans, Sales, Interior Design, New Business Development, Marketing, Illustrator, Budgets, Microsoft Word, Strategic Planning, Social Media, Furniture, Event Planning, Furnishings, Marketing Communications, Advertising
Education
Fresno City College
Fresno High
James Ashjian Lighting & Home 2005 - Present
Fresno Police Department Credit Union June 1996 - September 2001
Sanwa Bank September 1978 - March 1987
Skills
Lighting Design, Lighting, Customer Service, Microsoft Office, Photoshop, Graphic Design, Retail, Loans, Sales, Interior Design, New Business Development, Marketing, Illustrator, Budgets, Microsoft Word, Strategic Planning, Social Media, Furniture, Event Planning, Furnishings, Marketing Communications, Advertising
Education
Fresno City College
Fresno High
Rose Zhang's Sanwa Bank Experience 1991 - 1993
Job Vice President at KBC Bank N.V. NY
Industry Banking
Experience
KBC Bank NV, USA 2001 - Present
PT Bank Central Asia Tbk 1993 - 2001
Sanwa Bank 1991 - 1993
Skills
Credit Risk, Banking, Regulatory Reporting, Financial Reporting, Financial Statement..., Risk Management, FFIEC002/002s, BASEL II QPR, TIC "B", Account Management, Accounting, Financial Accounting, Money Market Trading, Commercial loan, Trade Finance, Capital Markets, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Financial Risk, Investment Banking, Loans, Portfolio Management, Structured Finance
Education
Queens College 1987 — 1991
bachelor, Accounting and Economics
KBC Bank NV, USA 2001 - Present
PT Bank Central Asia Tbk 1993 - 2001
Sanwa Bank 1991 - 1993
Skills
Credit Risk, Banking, Regulatory Reporting, Financial Reporting, Financial Statement..., Risk Management, FFIEC002/002s, BASEL II QPR, TIC "B", Account Management, Accounting, Financial Accounting, Money Market Trading, Commercial loan, Trade Finance, Capital Markets, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Financial Risk, Investment Banking, Loans, Portfolio Management, Structured Finance
Education
Queens College 1987 — 1991
bachelor, Accounting and Economics
Myrna Espinola's Sanwa Bank Experience June 1986 - September 1987
Job Bookkeeper/Office Manager at Wilschur Design and Manufacturing
Industry Accounting
Experience
Wilschur Design and Manufacturing October 2014 - Present
Phil Montgomery October 2012 - December 2012
C.M.W.S., Inc. (Coin Meter Washer Service) February 1999 - October 2012
A.L.L. Roofing and Building Materials October 1990 - February 1999
Manhattan Beach Country Club September 1988 - July 1990
Sanwa Bank June 1986 - September 1987
Skills
Microsoft Word, Excel,..., Accounts Payable, Payroll, Accounts Receivable, Human Resources, Accounting, General Ledger, Account Reconciliation, Invoicing, Employee Relations, Finance, Financial Reporting, Employee Benefits, Financial Accounting
Education
California State University-Long Beach 2013 — 2013
Certificate in Human Resources Management, Human Resources Management/Personnel Administration, General
East Los Angeles College 1981 — 1983
General Studies
Wilschur Design and Manufacturing October 2014 - Present
Phil Montgomery October 2012 - December 2012
C.M.W.S., Inc. (Coin Meter Washer Service) February 1999 - October 2012
A.L.L. Roofing and Building Materials October 1990 - February 1999
Manhattan Beach Country Club September 1988 - July 1990
Sanwa Bank June 1986 - September 1987
Skills
Microsoft Word, Excel,..., Accounts Payable, Payroll, Accounts Receivable, Human Resources, Accounting, General Ledger, Account Reconciliation, Invoicing, Employee Relations, Finance, Financial Reporting, Employee Benefits, Financial Accounting
Education
California State University-Long Beach 2013 — 2013
Certificate in Human Resources Management, Human Resources Management/Personnel Administration, General
East Los Angeles College 1981 — 1983
General Studies
Bruce Hamlin's Sanwa Bank Experience November 1998 - March 2000
Job Area Manager at Bank of the Sierra
Industry Banking
Experience
Bank of the Sierra March 2000 - Present
Sanwa Bank November 1998 - March 2000
Westamerica Bank November 1988 - November 1998
Skills
Credit, Banking, Retail Banking, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Credit Risk, Underwriting, Risk Management, Sales Management, Consumer Lending
Education
California State University-Fresno 1975 — 1976
Bachelor's degree, Business Administration and Management, General
San Diego State University-California State University 1974 — 1975
Bank of the Sierra March 2000 - Present
Sanwa Bank November 1998 - March 2000
Westamerica Bank November 1988 - November 1998
Skills
Credit, Banking, Retail Banking, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Credit Risk, Underwriting, Risk Management, Sales Management, Consumer Lending
Education
California State University-Fresno 1975 — 1976
Bachelor's degree, Business Administration and Management, General
San Diego State University-California State University 1974 — 1975
David Harkin's Sanwa Bank Experience 1993 - June 2000
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West January 2005 - Present
Capital Advantage 2000 - December 2004
Sanwa Bank 1993 - June 2000
Bank of America 1986 - September 1993
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Banking, Credit, Loans, Retail Banking, Portfolio Management, Cross Selling, Mortgage Lending, Deposits, Financial Services, Treasury Management, Relationship Management, Loan Origination, Lines Of Credit, Risk Management
Education
Golden Gate University 1991 — 1993
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1985
BS, Finance
Bank of the West January 2005 - Present
Capital Advantage 2000 - December 2004
Sanwa Bank 1993 - June 2000
Bank of America 1986 - September 1993
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Banking, Credit, Loans, Retail Banking, Portfolio Management, Cross Selling, Mortgage Lending, Deposits, Financial Services, Treasury Management, Relationship Management, Loan Origination, Lines Of Credit, Risk Management
Education
Golden Gate University 1991 — 1993
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1985
BS, Finance
Ron Fields's Sanwa Bank Experience 1993 - 1995
Job Senior Vice President/First Choice Bank
Industry Banking
Experience
First Choice Bank June 2015 - Present
City National Bank August 2014 - June 2015
Citizens Business Bank May 2012 - August 2014
American Business Bank September 2009 - May 2012
First Regional Bank 1998 - 2009
1st Business Bank 1991 - 1998
Sanwa Bank 1993 - 1995
Union Bank 1986 - 1990
Bank of America 1983 - 1986
Skills
Excel, Loans, Underwriting, Accounting, Investments, Financial Analysis, Risk Management, Microsoft Word, Credit Analysis, Financial Modeling, Commercial Lending, Small Business Lending, Cash Management, Portfolio Management, Asset Based Lending, Commercial Mortgages
Education
University of California, Los Angeles 1978 — 1983
BA, Econ9mics
Newport Harbor High School
First Choice Bank June 2015 - Present
City National Bank August 2014 - June 2015
Citizens Business Bank May 2012 - August 2014
American Business Bank September 2009 - May 2012
First Regional Bank 1998 - 2009
1st Business Bank 1991 - 1998
Sanwa Bank 1993 - 1995
Union Bank 1986 - 1990
Bank of America 1983 - 1986
Skills
Excel, Loans, Underwriting, Accounting, Investments, Financial Analysis, Risk Management, Microsoft Word, Credit Analysis, Financial Modeling, Commercial Lending, Small Business Lending, Cash Management, Portfolio Management, Asset Based Lending, Commercial Mortgages
Education
University of California, Los Angeles 1978 — 1983
BA, Econ9mics
Newport Harbor High School
Chi Wei's Sanwa Bank Experience October 2000 - December 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
GeowaveSoft September 2009 - December 2010
Focus One Securities January 2002 - October 2006
Sanwa Bank October 2000 - December 2001
Nomura Securities June 2000 - September 2000
Education
Baruch College, City University of New York (CUNY) 1997 — 2002
Computer Information Systems
GeowaveSoft September 2009 - December 2010
Focus One Securities January 2002 - October 2006
Sanwa Bank October 2000 - December 2001
Nomura Securities June 2000 - September 2000
Education
Baruch College, City University of New York (CUNY) 1997 — 2002
Computer Information Systems
Alan Aikawa's Sanwa Bank Experience February 1999 - November 2000
Job Senior Vice President, Senior Credit Administrator at Torrey Pines Bank
Industry Financial Services
Experience
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Harmin Kang's Sanwa Bank Experience February 2001 - October 2001
Job
Industry Hospitality
Experience
Kern Park Shell January 2010 - Present
Normand Park Shell July 2006 - Present
McLaren Hotel May 2003 - Present
DoubleTree by Hilton January 2000 - December 2002
Sanwa Bank February 2001 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Manitoba 2004 — 2007
Bachelors of Economics, Business Administration and Management, General
San Jose State University 2000 — 2002
Kern Park Shell January 2010 - Present
Normand Park Shell July 2006 - Present
McLaren Hotel May 2003 - Present
DoubleTree by Hilton January 2000 - December 2002
Sanwa Bank February 2001 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Manitoba 2004 — 2007
Bachelors of Economics, Business Administration and Management, General
San Jose State University 2000 — 2002
Patricia Proudman's Sanwa Bank Experience December 1985 - January 1989
Job Teacher at Glendale Unified School District
Industry Education Management
Experience
Glendale Unified School District May 1991 - Present
Glendale Unified School District May 1991 - Present
Sanwa Bank December 1985 - January 1989
Various Parks and Recreation 1979 - 1986
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Classroom, Classroom Management, Elementary Education, Tutoring, Educational Leadership, Literacy, K-12, Educational Technology, Teacher Training, Special Education, ESL, Language Arts, Differentiated..., Secondary Education
Education
CSUN 1995 — 1998
Teaching Credential
Loyola Marymount University, California State Universities at Northridge and Los Angeles 1975 — 1978
Bachelor of Fine Arts in Dance
Glendale Unified School District May 1991 - Present
Glendale Unified School District May 1991 - Present
Sanwa Bank December 1985 - January 1989
Various Parks and Recreation 1979 - 1986
Skills
Lesson Planning, Curriculum Design, Curriculum Development, Classroom, Classroom Management, Elementary Education, Tutoring, Educational Leadership, Literacy, K-12, Educational Technology, Teacher Training, Special Education, ESL, Language Arts, Differentiated..., Secondary Education
Education
CSUN 1995 — 1998
Teaching Credential
Loyola Marymount University, California State Universities at Northridge and Los Angeles 1975 — 1978
Bachelor of Fine Arts in Dance
Eva Frazier's Sanwa Bank Experience September 1990 - July 1994
Job Office Manager and Administrator
Industry Construction
Experience
Regional Mechanical Services, Inc February 2001 - July 2012
William Blair & Company June 1996 - February 2001
William Blair & Company July 1994 - June 1996
Sanwa Bank September 1990 - July 1994
Education
Greenville Technical College
Associate's Degree
Winthrop University
Regional Mechanical Services, Inc February 2001 - July 2012
William Blair & Company June 1996 - February 2001
William Blair & Company July 1994 - June 1996
Sanwa Bank September 1990 - July 1994
Education
Greenville Technical College
Associate's Degree
Winthrop University
Jean Paman's Sanwa Bank Experience February 1993 - June 1994
Job IT Procurement Analyst
Industry Information Technology and Services
Experience
State of California 1982 - Present
Kmart Corporation 1995 - 2000
CA Dept. of Transportation January 1993 - August 1994
Sanwa Bank February 1993 - June 1994
Skills
Software Documentation, Process Improvement, Personal Injury, Claim, Business Analysis, Access, Project Management, Microsoft Office, Microsoft Excel, Business Process..., Financial Analysis, Change Management, Purchase Requisitions, Government Contracting, Sales, Government Procurement, Purchasing Negotiation, Personnel Management, Employee Training
Education
American River College 2007 — 2009
Hiram Johnson HS & Highlands HS 1971 — 1974
State of California 1982 - Present
Kmart Corporation 1995 - 2000
CA Dept. of Transportation January 1993 - August 1994
Sanwa Bank February 1993 - June 1994
Skills
Software Documentation, Process Improvement, Personal Injury, Claim, Business Analysis, Access, Project Management, Microsoft Office, Microsoft Excel, Business Process..., Financial Analysis, Change Management, Purchase Requisitions, Government Contracting, Sales, Government Procurement, Purchasing Negotiation, Personnel Management, Employee Training
Education
American River College 2007 — 2009
Hiram Johnson HS & Highlands HS 1971 — 1974
Ted Dunn's Sanwa Bank Experience January 1998 - September 1999
Job Executive Vice President at Bank of the West
Industry Banking
Experience
Bank of the West Senior Vice President & Mgr. Syndication DivisionBank of the WestNovember 2006 - October 2010
Bank of the West October 2004 - October 2006
Sanwa Bank/United California Bank September 1999 - October 2004
Sanwa Bank January 1998 - September 1999
PNC Bank, NA 1993 - 1996
PNC Bank, NA 1991 - 1992
PNC Bank, NA 1990 - 1991
Education
University of South Carolina 1988 — 1990
Masters of International Business, Finance
Davidson College 1983 — 1987
BA Economics, Economics
Bank of the West Senior Vice President & Mgr. Syndication DivisionBank of the WestNovember 2006 - October 2010
Bank of the West October 2004 - October 2006
Sanwa Bank/United California Bank September 1999 - October 2004
Sanwa Bank January 1998 - September 1999
PNC Bank, NA 1993 - 1996
PNC Bank, NA 1991 - 1992
PNC Bank, NA 1990 - 1991
Education
University of South Carolina 1988 — 1990
Masters of International Business, Finance
Davidson College 1983 — 1987
BA Economics, Economics
Angela Vangi's Sanwa Bank Experience 1989 - 1992
Job President at The Vangi Group LLC
Industry Financial Services
Experience
The Vangi Group LLC 2012 - Present
Bloomberg LP September 1999 - July 2002
Bloomberg LP 2000 - 2002
Dow Jones Telerate 1992 - 1999
Sanwa Bank 1989 - 1992
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Queens College 1985 — 1989
Economics
The Vangi Group LLC 2012 - Present
Bloomberg LP September 1999 - July 2002
Bloomberg LP 2000 - 2002
Dow Jones Telerate 1992 - 1999
Sanwa Bank 1989 - 1992
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Queens College 1985 — 1989
Economics