Scripps Bank
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Scripps Bank Employees
WheelerFrost - Wealth Managers November 2014 - Present
Brandes Investment Partners, L.P. 1998 - September 2013
Scripps Bank 1996 - 1998
First Interstate Capital Management / Wells Fargo Capital Management 1993 - 1996
Skills
Equities, Portfolio Management, Asset Managment, Value Investing, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Bloomberg, Mutual Funds, Alternative Investments, Investment Advisory, Fixed Income, Equity Research, ETFs, Securities, Equity Valuation, Bonds, Separately Managed..., Series 63, Hedge Funds, Institutional..., Investments, Trading, Series 7, Wealth Management, Equity Trading, Performance Attribution, Bloomberg Terminal, Risk Management, Relationship Management, Business Process..., Compliance Management, Leadership, Operations Management
Education
University of San Diego 1990 — 1992
Master of Business Administration (MBA), International Business, Magna Cum Laude
University of Nevada-Las Vegas 1985 — 1990
Bachelor of Business Administration (B.B.A.), Financial Real Estate and Financial Investments
Wells Fargo Bank 2002 - Present
Scripps Bank 2000 - 2002
California Bank & Trust 1995 - 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Commercial Mortgages, Banking, Asset Based Lending, Underwriting, Lines Of Credit, Treasury Management, Portfolio Management, Loan Origination, Credit Risk, Consumer Lending, Cross Selling
Education
University of Washington 1997 — 1999
Pacific Coast Banking School Graduate
University of Iowa - Henry B. Tippie College of Business
Business, Finance
Iowa State University
Silicon Valley Bank December 1998 - Present
Enterprise Bank (Enterprise Bancorp) 1997 - 1998
Scripps Bank 1990 - 1997
Education
Boston College 1998 — 2000
Master of Science in Finance, Finance
University of Massachusetts Lowell 1984 — 1987
Bachelors, Management
Regents Bank September 2001 - Present
Scripps Bank 1991 - 2001
Skills
Mortgage Marketing, Merchant Services, Factoring, Corporate Finance, Deposits, Credit, Loans, Commercial Lending, Commercial Banking
Education
SUNY Oswego
Business
Citizens Bank August 2015 - Present
HSBC January 2014 - Present
HSBC October 2011 - Present
JPMorgan Chase March 2008 - September 2011
SunTrust Bank September 2006 - February 2008
SunTrust Mortgage March 2006 - September 2006
SunTrust Bank June 2004 - March 2006
Armed Forces Bank January 2000 - April 2004
Scripps Bank July 1999 - July 2000
Wells Fargo September 1990 - April 1999
Skills
Portfolio Management, Small Business Lending, Credit, Loans, Credit Analysis, Cross Selling, Financial Services, Business Relationship..., Sales Management, Credit Risk, Helping Clients Succeed, Commercial Lending, Team Leadership, Finance, Mortgage Lending, Lines Of Credit, Banking, Business Development, Relationship Management, Commercial Banking, Commercial Mortgages, Loan Origination
Education
CSU Fresno
Grossmont College
Associate of Arts (A.A.), General Studies
Pacific Western Bank May 2012 - Present
Security Business Bank August 2010 - April 2012
Bank of Escondido March 2003 - August 2010
Temecula Valley Bank June 1999 - February 2003
Scripps Bank 1995 - 1999
Rancho Santa Fe National Bank 1989 - 1995
Skills
Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Underwriting, Commercial Mortgages, Portfolio Management, SBA, Risk Management, Mortgage Lending, Cash Management, Financial Analysis, Real Estate Lending, Real Estate, Credit Risk, C&I Lending, Consumer Lending, Finance, Investments, Management, Asset Management, Construction Loans, Interest Rate Risk..., Real Estate Financing, Treasury Management, Retail Banking, Strategic Financial..., SBA 504, Leadership, Private Banking, Asset Based Lending, Financial Structuring, Mortgage Banking, Real Estate Economics, Small Business, Relationship Management, Branch Management, Mergers & Acquisitions, Refinance, Loan Origination, Branch Banking, Financial Risk, Funding, Residential Mortgages, Deposits, Financial Institutions
Education
Pacific Coast Banking School at Unversity of Washington 2003 — 2006
Degree, Banking
Palomar College 1989 — 1991
Associate of Arts (A.A.)
Orange Glen High School 1984 — 1988
Interactive Brokers May 2012 - Present
Interactive Brokers December 2007 - May 2012
FutureTrade July 2001 - December 2007
US Bank February 2001 - May 2001
Scripps Bank July 1998 - February 2001
First Virtual Holdings June 1996 - May 1998
Skills
Management, Electronic Trading, Trading Systems, Derivatives, Market Data, Options, Securities, FX Options, Financial Markets, Equity Trading, Trading, Commodity, Prime Brokerage, Hedge Funds, Back Office, Financial Services, Series 7, FINRA, Middle Office
Education
University of California, Santa Barbara 1989 — 1993
Poway High School 1983 — 1987
Regents Bank September 2001 - Present
Scripps Bank March 1995 - September 2001
LB&Trust 1985 - 1990
LB&Trust 1985 - 1990
Skills
Loss Mitigation, Business Analysis, Business Strategy, Strategic Financial..., Risk Management, New Business Development, Banking, Loans, Commercial Banking, Credit, Real Estate, Portfolio Management, Small Business Lending, Financial Analysis, Finance, Underwriting, Commercial Lending, Commercial Mortgages, Mortgage Lending
Education
San Diego State University-California State University 1970 — 1982
Business, Business
Quantico HS
University of Hawaii at Manoa
LPL Financial March 2013 - Present
LPL Financial March 2010 - March 2013
LPL February 2008 - March 2010
Dream Dinners February 2006 - December 2007
LPL January 1999 - February 2006
Scripps Bank July 1990 - July 1999
Skills
Financial Services, Broker-Dealer, Operations Management, Information Technology..., Program Management, Product Management, Project Management, Leadership, Software Development, PMO, Product Road Mapping, Change Management, Business Process..., BPO, Portfolio Management, Strategic Financial..., Series 7, Series 63, P&L Management, Vendor Management, Process Improvement, Resource Management, Financial Modeling, Talent Developer, Compliance Management..., Service Bureau, SDLC, Product Lifecycle..., Agile & Waterfall..., Offshore Outsourcing, Cross-functional Team..., Management, Department Budgeting, Contract Negotiation, Strategy, Negotiation
Education
San Diego State University-California State University 1997 — 1999
Bachelor's Degree, Accounting
Pilates Influence September 2007 - Present
Fiserv, LynxGate Solutions 2005 - Present
Fiserv - LynxGate 2000 - 2005
Scripps Bank February 2000 - September 2000
San Diego National Bank 1996 - 2000
Skills
Project Management, Team Building, Account Management, Process Improvement, Business Analysis, Management, Product Management, Vendor Management, Microsoft Office, Customer Service, Program Management, Leadership, Business Development, Salesforce.com
Education
San Diego State University-California State University 1996 — 1998
B.A., Psychology
Antelope Valley College 1992 — 1994
EDF Renewable Energy January 2014 - Present
LPL Financial Corporation December 2000 - November 2013
Scripps Bank 1998 - 2000
Bank of America July 1997 - October 1998
Skills
Cash Management, Financial Analysis, Investments
Education
San Diego State University-California State University 1993 — 1997
BS, Business Administration
Union Bank September 2010 - Present
Matthew Hicks Racing, LLC January 2004 - Present
1st Pacific Bank August 2006 - September 2010
Ramona National Bank March 2001 - August 2006
Scripps Bank 1997 - 2001
Pacific Commerce Bank, Chula Vista, CA 1997 - 1998
Midwest Pacific Financial 1987 - 1988
Education
National University
Bachelor of Business Administration, Accounting, Magna Cum Laude