Security Pacific Bank
Security Pacific National Bank was a large U.S. bank headquartered in Los Angeles, California. It was acquired by Bank of America in 1992. Ceased operations: 22 April 1992 Headquarters: Los Angeles, California, United States Founded: 1967 Subsidiaries: Rainier Bank Parent organization: Bank of America
Security Pacific Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Security Pacific Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Security Pacific Bank Salaries. You can even request information on how much does Security Pacific Bank pay if you want to. Learn about salaries, pros and cons of working for Security Pacific Bank directly from the past employees.
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Security Pacific Bank Employees
Medone Healthcare June 2014 - Present
Medone Healthcare August 2010 - Present
Walgreen’s Respiratory and Infusion Services November 2006 - July 2011
Salt River Project June 1996 - February 2006
LabCorp 1995 - June 1996
Security Pacific Bank 1990 - 1995
First Interstate Bank 1987 - 1990
Skills
Medicare, Healthcare, HIPAA, ICD-9, Accurate Data Entry, Time Management, Home Care, HCPCS, Microsoft Office, Communicative Skills, Work Independently with..., Medical Terminology, Heavy Phones, Work Well Independently, Medical Billing, Durable Medical..., Brightree, Online Data Entry, Organizational..., Get Along Well with..., Invoicing, Outlook, excel, Self-starter, Attentiveness to Detail, revenue confimation, suspended billing, Data Entry, Customer Service, Medical Devices, EMR, Healthcare Information..., Microsoft Excel
Education
Rio Salado College
General Studies
Rio Salado College
Pharmacy Technician/Assistant
Rio Salado College
Certificate in Utilities Customer Service, Business Administration and Management, General
UCLA Anderson Forecast 1993 - 2004
Security Pacific Bank 1975 - 1992
Education
UCLA Anderson School of Management 1970 — 1977
Ph.D., Business Economics
Stanford University
Knoll August 2014 - Present
Predator Cycling, Inc. July 2009 - Present
Peter Danko Design January 2012 - July 2014
InterfaceFLOR May 2007 - July 2009
Security Pacific Bank September 2004 - December 2006
LAreps 1999 - 2002
Skills
New Business Development, Manufacturing, Sustainability, Entrepreneurship, Customer Service, Sales, Target Marketing, Leadership, Fundraising, Loans, Budgets, Order Fulfillment, Organization &..., People Skills, Marketing Strategy, Event Planning, Cost Benefit, Social Media
Education
Santa Clara University 1972 — 1974
BS, Business Administration
Coldwell Banker September 2006 - Present
Century 21 Sea Coast July 2003 - January 2006
20th Century Plastics 2001 - 2003
Robert Half Management Resources June 2000 - April 2001
Healthcare Microsystems April 1994 - December 1998
Computron Software June 1992 - April 1994
Security Pacific Bank October 1987 - April 1989
Bankers Trust 1985 - 1987
Skills
REO, Foreclosures, Real Estate, Short Sales, Sellers, Buyers, Loans, Investment Properties, Relocation, Investors, Referrals, First Time Home Buyers, 1031 Exchanges, Condos, Single Family Homes
Education
University of California, San Diego 2012 — 2014
Accounting
University of Southern California - Marshall School of Business 1989 — 1993
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
Kayne Anderson Capital Advisors November 2012 - Present
Boutique Investment Bank April 1992 - November 2012
Security Pacific Bank June 1982 - April 1992
Security Pacific National Bank 1982 - 1992
Skills
Mezzanine, Senior Loans, Private Growth Equity, Turn Around Management, Investment Banking, CFOs, Board of Director..., Golfers, Private Equity, Board of Directors, Corporate Finance, Investments, LBO, Management, M&A experience, Loans, Corporate Development, Financial Modeling, Due Diligence, Start-ups, Finance, Leveraged Finance, Mutual Funds, Business Valuation, Capital Structure, Venture Capital, Valuation, IPO, Portfolio Management, Funding, Middle Market, Financial Advisory, Mergers & Acquisitions
Education
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
San Lorenzo Valley High 1972 — 1976
High School Diploma
Lilly Of The Valley Missionary Baptist Church November 2010 - Present
Wells Fargo Bank July 1983 - Present
Security Pacific Bank March 1978 - April 1983
Skills
Team Building, Customer Service, Security, Public Speaking, Risk Assessment, Surveillance, Microsoft Excel, Corporate Security, Physical Security, Coaching, Security Management, Private Investigations, Firearms, Staff Development, Risk Management, Operations Management, Emergency Management, Conflict Resolution, Training, Fraud, Leadership, Team Leadership, Program Management, Leadership Development, Business Continuity, Vulnerability Assessment, Security Audits, CCTV, Organizational...
Education
Texas A&M University-Kingsville 1972 — 1974
Sociology
American Small Arms Academy
Defensive Combat Shooting
Gap Inc. 2015 - Present
KPMG LLP 2004 - 2009
M Squared Consulting 2001 - 2004
PeoplePC (an EarthLink company) 2000 - 2001
M Squared Consulting 1997 - 2000
Digital Equipment GmbH - Germany 1990 - 1995
Security Pacific Bank 1987 - 1989
Skills
Global Business..., Strategic Planning, Financial Planning, Financial Control, Risk Management, Training & Development, Global Sourcing, Business Process..., International Project..., South Africa, Cross-functional Team..., Organizational Change, Business Strategy, Sales Management, Budgeting, International Banking, Germany, Management Consulting, Recruitment/Retention, Compliance, Change Management, Budgets, Strategic Financial..., Strategy, Consulting, Banking, Program Management, Team Building, Management, CRM, Financial Audits, Analysis, Finance, Employee Training
Education
Thunderbird School of Global Management
MIM
Santa Clara University
BSC, Finance
Community West Bank August 2012 - Present
First California Bank June 2011 - August 2012
Santa Barbara Bank & Trust September 2004 - June 2011
Mid-State Bank & Trust June 1998 - September 2004
Bank of Santa Maria September 1988 - June 1995
Security Pacific Bank September 1982 - June 1987
Skills
Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Commercial Banking, Lines Of Credit, Real Estate, SBA, Letters of Credit, Credit Analysis, Loans, Asset Based Lending, Agriculture Lending, Finance, Loan Origination, Mortgage Lending, Management, Investments
Education
California State University San Bernardino 1977 — 1979
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
San Bernardino Valley College 1973 — 1977
Union Bank December 1987 - Present
Security Pacific Bank June 1978 - November 1987
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Marketing Strategy, Web Design, Product Development, Strategic Planning, Business Strategy, Department Budgeting, Treasury Management, Depository Services, Deposit Growth, Credit, Sales, Leadership, Relationship Management, Budgets, Real Estate, Mergers & Acquisitions, Financial Analysis, Loans, Association Management, Banking, Executive Management, Negotiation, Retail Banking, New Business Development, Property Management, Contract Negotiation, Portfolio Management, Risk Management, Small Business Lending, Finance, Cash Management, Middle Market, Consumer Lending, Financial Services, Treasury Services, Payments, Lines Of Credit, ACH, Cross Selling, Investments
Education
Stonier Graduate School of Banking 1987 — 1989
UCLA 1972 — 1975
Bachelor of Arts, Political Science
Pam Mathison & Associates, January 2015 - Present
Paws`N Play Pet Camp, Inc June 2000 - Present
Big Block Realty Inc. August 2013 - January 2015
Pam Mathison & Associates May 2006 - August 2013
Prudential California Realty 1993 - 2006
Security Pacific Bank February 1991 - August 1993
Jelly Real estate 1989 - 1991
Ticor Title 1985 - 1990
Century 21 Floyd & Boltz April 1982 - November 1985
Century 21 Floyd & Boltz August 1978 - April 1983
Skills
Pets, Short Sales, REO, Real Estate, First Time Home Buyers, Foreclosures, Investment Properties, Sellers, Sales, Luxury Homes, Luxury, Mortgage Lending, Residential Homes, Selling, Loans, Real Estate Transactions, Investors, New Homes, Brokerage, Single Family Homes, 1031 Exchanges, Commercial Real Estate, Condos, Referrals, Listings, Buyers, Relocation, Income Properties, SFR, Real Property, Seniors, New Home Sales, Buyer Representation, HUD, Vacation Homes, Property, Move Up Buyers, Townhomes, FHA, Rentals, Home Staging, Real Estate Financing, ABR, Resellers, Relocation Buyers, Property Management, Real Estate License, Waterfront, Real Estate Investor, International Real...
Education
Southwestern College 1976 — 1978
Real Estate, Anthropology, Photography, 4.0
San Diego City College 1990 — 1991
English/Critical Thinking, Photography
Nu Skin Enterprises June 2015 - Present
Station casinos March 2006 - Present
Security Pacific Bank December 1990 - January 1991
Skills
Hospitality, Customer Service, Hotels, Food & Beverage, Event Planning, Hospitality Industry, Banquets, Restaurants, Event Management, Sales, Public Relations, Budgets, Microsoft Office, Public Speaking, Social Media, Social Networking, Team Building, Training, Entrepreneurship
Education
Pacific Academy Business and Travel college 1992 — 1994
Bachelor's degree, Tourism and Travel Services Management
Santa Monica College 1989 — 1991
Associate's degree, Transportation management
Co. Owner March 2012 - Present
Bank of America January 1999 - September 2011
Bank of America 1995 - 1999
Security Pacific Bank 1990 - 1995
Gibraltar Savings 1982 - 1985
Skills
Project Management, Infrastructure, IT Management, PMP, Change Management, Data Center, Telecommunications, Integration, Project Delivery, Risk Management, Project Portfolio..., PMO, Budgets, Process Improvement, Business Analysis, Unix, Banking, Management
Education
UCLA 2011 — 2012
Certificate of Project Management, Information Technology, A
Bank of America 2005 — 2005
PMI Training
IT Learning Center 1997 — 1998
MCSE, Microsoft Engineering
University of California, Los Angeles 1986 — 1986
NARTE Certf., Telecommunications
The Institute of Financial Education 1983 — 1984
Financial Management degree, Banking
Universidad de Chile 1976 — 1980
English Pedagogy
Summit Capital Group, LLC 1997 - Present
US Bank of Washington 1994 - 1997
West One Bank, Washington 1992 - 1994
Seattle First National Bank 1992 - 1992
Security Pacific Bank 1988 - 1992
Rainier Bank 1984 - 1988
Occidental Petroleum 1979 - 1984
Skills
Wealth Management, Commercial Banking, Project Finance, Loans, Investments
Education
Seattle University 1984 — 1988
MBA
University of Washington 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
Self Employed March 2013 - Present
Aunt Mae's 2010 - Present
Bank One West 1993 - 1996
Security Pacific Bank 1990 - 1993
All-Clay Printing 1983 - 1986
Skills
Small Business, Marketing Strategy, Editing, Social Media Marketing, Customer Service, Social Media, Coaching, Team Building, Public Speaking, WordPress, Research, Social Networking, Blogging, Entrepreneurship, Teaching, Microsoft Office, Event Planning, Online Marketing, Marketing, Newsletters, Facebook, Creative Writing, Photography
Education
University of Florida 1986 — 1987
Southwestern Community College District 1981 — 1983
Associate of Arts and Sciences (AAS), computer programming and accounting, 4.0 GPA
Wayzata Sr High 1976 — 1978
International Telecom Advisory Group (ITAG) 2005 - Present
TalkBox LLC January 2008 - December 2013
Lockheed Martin - International Launch Services (ILS) 2002 - 2005
Lockheed Martin - Astrolink 1998 - 2002
Hughes Electronics 1996 - 1998
Hughes Electronics 1994 - 1996
Hughes Electronics 1990 - 1994
Security Pacific Bank 1989 - 1990
Hughes Electronics 1988 - 1989
Skills
Satellite Communications, Satellite, Telecommunications, Systems Engineering, Product Management, Program Management, Business Development, Integration, Wireless, VoIP, Executive Management, Mergers, Business Strategy, New Business Development, Product Development, Start-ups, Team Leadership, Strategic Planning, RF, Operations Management, Business Planning, Engineering Management, International Sales, Mobile Devices, Project Management, Project Planning, Strategic Partnerships, Strategy, Mergers, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 1992 — 1993
MBA, Business
University of California, Los Angeles 1980 — 1988
Bachelor's degree
KeyBanc Capital Markets 1994 - 2006
Wells Fargo Bank (formerly First Interstate Bank) 1993 - 1994
Security Pacific Bank 1985 - 1992
Skills
Proven B2B Sales and..., Superior Customer..., Prospecting and Lead..., Sales Proposal and..., Listening Skills/Client..., Cross Selling Experience, Pricing and Contract..., Positive Attitude and..., Start Up/Ground Floor..., U4 in Good Standing, Sales, Credit, Commercial Banking, Investments, Securities, Management, Commercial Lending
Education
Seattle University 1991 — 1993
MBA, Finance
SAP 2010 - Present
Aleri Inc. 1999 - 2010
UBS 1995 - 1999
Morgan Stanley 1988 - 1995
Security Pacific Bank 1987 - 1988
Skills
Software Development, Unix, Agile Methodologies, Architecture, Regression Testing, C++, KDB, Client Server..., Distributed Systems, Big Data, OLAP, Architectures, SQL
Education
Stevens Institute of Technology 1984 — 1987
Master's Degree, Pure and Applied Mathematics
Stevens Institute of Technology 1982 — 1987
Bachelor's Degree, Computer Science
Numero Uno Acquisitions, LLC 2014 - Present
Cacique, Inc 1993 - 2013
Deloitte 1990 - 1993
Computron Technologies, Inc 1988 - 1990
PwC 1985 - 1988
UVP, Inc. 1982 - 1985
Security Pacific Bank 1980 - 1982
Education
Wah Yan
Wah Yan
Wah Yan
University of Southern California 1977 — 1979
MBA, Accounting/Systems Management
SUNY Stony Brook 1972 — 1977
BA, Economics & Political Science (double major)
Geneva Advisors, LLC February 2014 - Present
J. P. Morgan Chase May 2010 - January 2014
Vandeveer Investments January 2008 - November 2009
Kaplan Family Investments January 1999 - December 2007
Glencoe Capital September 1997 - December 1998
Advance Ross Corporation November 1994 - September 1997
CIC Canadian Investment Capital February 1993 - November 1994
First National Bank of Chicago May 1989 - January 1993
Security Pacific Bank May 1985 - June 1989
Price Waterhouse September 1980 - May 1983
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Alternative Investments, Investment Management, Investments, Private Banking, Hedge Funds, Finance, Loans, Management, Financial Analysis, Financial Advisory, Capital Markets, Fixed Income, Employee Benefits, Portfolio Management, Asset Management, Equities, Series 7, Private Equity, Estate Planning, Deposits
Education
The University of Chicago - Booth School of Business 1983 — 1985
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Independent Consulting June 2013 - Present
We Olive Ventura November 2008 - June 2013
Amazon 1999 - 2005
Charles Schwab July 1997 - July 1999
Bank of America 1992 - 1998
Security Pacific Bank January 1991 - March 1992
Federal Reserve Board May 1989 - December 1990
Office of the Comptroller of the Currency September 1987 - April 1989
Skills
Fundraising, Event Management, Foundation Management, Non-profits, Social Media, Public Speaking, Media Relations, Organizational..., Event Planning, Press Releases, Public Relations, Corporate Governance, Strategic Planning, Blogging, Budgets, Nonprofits, Entrepreneurship, Leadership, Marketing, Start-ups, Strategy, Facebook, Management, Retail, Non-profit..., Customer Service, Training, Marketing Strategy
Education
VCCF Center for Non Profit Leadership 2011 — 2014
N/A, Non-Profit/Public/Organizational Management
U.C. Hastings College of the Law 1984 — 1987
Juris Doctorate, Law
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Philosophy
Boulder Ventures Development, Inc July 2010 - Present
RR Partners March 2010 - Present
Conix, Inc June 2010 - October 2010
OneWest Bank April 2009 - March 2010
Indymac Bank October 2004 - March 2009
Washington Mutual July 2001 - September 2004
Banc of America Securities August 1992 - June 2001
Zellner Communities LP October 1989 - July 1992
Glenfed Development April 1988 - October 1989
Security Pacific Bank 1985 - 1988
Skills
Economics, Mergers, Finance, Capital Markets, Restructuring, Capital Raising, Managerial Finance, Corporate Finance, Banking, Due Diligence, Leadership, Loans, Management, Mergers & Acquisitions, Real Estate, Real Estate Economics, Start-ups, Strategic Planning, Strategy, Venture Capital
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Real Estate Finance
University of California, Davis 1977 — 1981
BA, International Relations
The Branson School
CBRE August 2014 - Present
Cushman & Wakefield 2006 - July 2014
Trammell Crow Company 2004 - 2006
Studley January 1993 - January 2004
In-Sync Interactive 1995 - 1998
Cushman Realty Corporation 1988 - 1992
Security Pacific Bank 1986 - 1988
Price Waterhouse Coopers 1981 - 1984
Skills
Financial Analysis, Financial Modeling, Financial Management, Asset Managment, Mergers, Managerial Finance, Mergers & Acquisitions, Start-ups, Business Strategy, Asset Management, Management, Negotiation, Executive Management, New Business Development, Business Development, Strategic Planning, Real Estate, Investments, Strategy, Finance, Real Estate Development, Real Estate Economics, Disposition, Corporate Finance
Education
UCLA Anderson School of Management
MBA, Finance, Real Estate, Marketing
University of California, Berkeley
BS, Business Administration
Tustin, CA 2012 - Present
Western Bridge Corporate FCU November 1993 - July 2012
Security Pacific Bank January 1983 - April 1993
Security Pacific Bank October 1977 - June 1983
Skills
ACH, 10 Key, Typing, Customer Service, Call Center, check 21, Item Processing, Lockbox, Fraud Detection, Banking, Check 21, Payment Systems, Electronic Payments, Customer Satisfaction, Team Leadership, Credit Cards, Data Entry, Customer Experience, Analysis, Credit, Deposits, Credit Unions, Vendor Management, Teamwork, Payments, Leadership, Help Desk Support, Customer Retention, Call Centers, Back Office, Accounts Receivable, Training, Finance, Management, Supervisory Skills, ATMs, Technical Support, Coaching, Outlook, Team Building, Electronic Funds..., Operations Management, Hiring, Cash Management, Business Process..., Employee Training, Troubleshooting
Education
Santa Ana College
InvoTech Systems, Inc. 1991 - Present
Lear Siegler, Inc. 1974 - 1987
Security Pacific Bank 1966 - 1974
Education
UCLA 1961 — 1972
Mathematical Economics & Econometrics
Arizona Oncology Associates July 1998 - Present
Bank of America July 1988 - May 1994
Security Pacific Bank January 1980 - July 1986
Education
Yavapai College 1988 — 1994
No degree, Banking and Financial Support Services, medical terminology, anatomy & physiology, billing/coding
Prairie State College 1976 — 1978
started in criminal psychology and transferred to business administration, Business
Countrywide Funding January 1993 - January 1995
Security Pacific Bank August 1988 - August 1990
Skills
Event Planning, Nonprofits, Public Speaking, Social Networking
Education
UCI
BA, Fine and Studio Arts
Woodrow Wilson High School
NewCap Partners, Inc. 1987 - Present
Hambrecht & Quist 1982 - 1987
Security Pacific Bank 1977 - 1982
Hughes Aircraft Company 1975 - 1977
Skills
Capital, Mergers, Investments, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Divestitures, Due Diligence, Corporate Development, Executive Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Private Placements, Start-ups, Strategy, Financial Structuring, Valuation, Funding, Equities, Portfolio Management, Capital Markets, M&A experience, Asset Management
Education
UCLA
BA, Economics
University of Southern California
MA, Economics
University of Southern California
MBA, Finance
UMR February 2010 - Present
WesCorp February 2000 - March 2008
Diversified Check Solutions 2008 - 2008
Security Pacific Bank 1980 - 1985
Skills
Process Improvement, Risk Management
Education
University of California, Los Angeles 1969 — 1973
BA, Economics
Drucker School of Managament
Executive MBA, Business
PACIFIC CREST APPRAISAL August 2004 - Present
Pacific Crest Appraisal 2004 - Present
Stampin' Up! September 2003 - Present
HOME SAVINGS OF AMERICA June 1972 - June 1999
Security Pacific Bank June 1984 - June 1985
Skills
Condos, Small Business, Residential Homes, Appraisals, Investment Properties, Mortgage Lending, Property, Real Estate, Customer Service, Short Sales, FHA, Loans, Foreclosures, First Time Home Buyers, Investors, REO
Education
CITRUS BELT LAW SCHOOL 1981 — 1983
UNIVERSITY OF CALIF, DAVIS 1969 — 1972
B.S., HOME ECONOMICS
University of California, Davis
Bachelor of Science (BS), Family and Consumer Sciences/Home Economics Teacher Education
Resources Global Professionals February 2009 - Present
Columbia University Women in Technology (CU@WIT) March 2015 - Present
Columbia University January 2007 - Present
Society of Information Managers (SIM) January 2009 - Present
Dress for Success Worldwide January 2007 - Present
Dress for Success Worldwide January 2011 - December 2012
Vistage Member January 2003 - January 2009
CCN Resources January 1989 - January 2009
Security Pacific Bank January 1988 - January 1989
Skills
Information Management, Leadership Development, Professional Mentoring, Entrepreneurship, Marketing, Leadership, Fundraising, New Business Development, Client Relations, Client Development, Talent Acquisition, Board Development, Board of Directors
Education
State University of New York College at Buffalo
BS, Computer Science
Wescap Group January 1993 - Present
CFA Society of Los Angeles 1984 - 2013
Asset Management Group 1988 - 1992
Security Pacific Bank 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning
Education
CFA Institute 1984 — 1986
CFA, Investment Analysis and Portfolio Management
University of Southern California - Marshall School of Business 1977 — 1979
MBA, Entreprenuirship/Venture Capital
University of California, San Diego 1975 — 1977
BA, Economics
Kem Young Bookkeeping Services, LLC. December 2009 - Present
Freeman Group, Inc. September 1998 - December 2009
Ellerbrock Property Management January 1989 - February 1992
Security Pacific Bank March 1985 - January 1989
Security Pacific Bank March 1982 - March 1985
Security Pacific Bank September 1980 - March 1981
Skills
Social Media, Small Business, Management, Business Development, Budgets, Coaching, QuickBooks, Team Building, Account Management, Leadership, Accounts Payable, Finance, Auditing, Payroll, Accounting, Training, Strategic Partnerships, Negotiation, Strategic Financial..., New Business Development, Team Leadership, Microsoft Excel, Accounts Receivable, Sales Management, Analysis, System Administration, Sales, Financial Reporting, Entrepreneurship, Cash Management
Education
University of California, Santa Cruz
Bachelors, Economics
MC Aviation Partners Americas Inc. April 2014 - Present
MC Aviation Partners Americas Inc. May 2011 - April 2014
Moldave Law Ltd. April 2009 - May 2011
Latham & Watkins January 2007 - April 2009
White & Case March 2003 - January 2007
Kaye Scholer LLP October 1999 - March 2003
Sumitomo Bank Leasing & Finance October 1994 - August 1996
The Transportation Group 1994 - 1994
Security Pacific Bank 1989 - 1990
Skills
Corporate Law, Finance, Cross-border..., Structured Finance, Investments, Legal Writing, Aircraft Leasing
Education
USC Gould School of Law 1996 — 1999
JD, Law
University of Southern California - Marshall School of Business 1986 — 1989
MBA, Corporate Finance
The Johns Hopkins University 1979 — 1983
BA, International Relations, Economics
Nationwide Insurance 1999 - Present
Rural/Metro Corporation 1995 - 1999
American Express 1993 - 1995
Omega Performance Corporation 1993 - 1993
Caliber Bank 1990 - 1993
Security Pacific Bank 1988 - 1991
Skills
Organizational..., Executive Development, Change Management, Management Consulting, Performance Management, Organizational Design, Experiential Learning, Talent Acquisition, Meeting Planning, Business Strategy, Operational Planning, Talent Management, Succession Planning, Non-profit Leadership, Workforce Planning, Corporate Social..., Employee Engagement
Education
Washington University in St. Louis
MSW, Social Work/Organizational Behavior/Social Policy
The University of Texas at Austin
BA, American History/Organizational Behavior
School of Nonprofit Management/HUC-JIR
Certificate, Non-Profit/Public/Organizational Management
Tempe Leadership Class 24
University Associates
Certificate, Human Resources Development & Experiential Learning
Larsen Design/Build Associates, LLC October 2000 - Present
National Association of The Remodeling Industry, Metro DC January 1996 - December 2005
Metro Washington Design/Build Firms September 1991 - August 2000
Security Pacific Bank April 1988 - November 1989
Shearson/Lehman April 1984 - April 1988
Skills
Construction, Decks, Additions, Construction Management, Renovation, Residential Homes, Contract Negotiation, Green Building, Custom Homes, Landscaping, Contract Management, Contractors, Process Scheduler, Small Business, Marketing, Restoration
Education
George Washington University 1990 — 1992
Union College 1979 — 1983
BS
CTC Financial, Inc January 2003 - Present
Tax Preparer 1994 - 2012
Community Financial, Inc. May 1996 - December 2002
Community Financial, Inc March 1996 - May 1996
California Mortgage Alliance January 1995 - February 1996
Superior Service Mortgage Corporation March 1986 - January 1995
Security Pacific Bank May 1984 - February 1986
Skills
Real Estate, Mortgage Lending, Investment Properties, Loans, Credit, First Time Home Buyers, Residential Homes, Refinance, Tax, Tax Preparation, Spanish, Restructuring, Marketing, Public Speaking, Social Media
Education
University of South Carolina - The Moore School of Business 1981 — 1983
International MBA, International Business Studies
University of California, Los Angeles 1978 — 1980
Bachelor Of Arts, Latin American Studies
Claremont High School 1973 — 1975
High School Diploma
Patton Hall, LLC January 2013 - Present
Susquehanna International Group November 2010 - January 2013
Gleacher Partners November 2009 - November 2010
Lehman Brothers 2004 - 2009
Palatine Hill Partners, LLC February 2006 - November 2007
Nexstar Capital Partners LLC September 2004 - February 2007
Dresdner Kleinwort February 2002 - September 2004
BNP Paribas 1998 - 2001
Bankers Trust 1995 - 1998
Security Pacific Bank 1981 - 1987
Skills
Fixed Income, Hedge Funds, Emerging Markets, High Yield, Capital Markets, Trading, Private Equity, Investment Banking, Equities, Alternative Investments, Structured Products, Derivatives, Bloomberg, Credit Derivatives, Bonds, Portfolio Management, Financial Markets, Special Situations, Investments, Trading Strategies
Education
Princeton University 1977 — 1981
BA, Economics
Reflection Dental Reflection DentalReflection DentalJanuary 2005 - Present
Reflection Dental January 2005 - Present
Security Pacific Bank January 1990 - January 1992
Education
University of California, Los Angeles 1997 — 2001
Dentistry, General Dentistry
UC Irvine 2014 - Present
Trident University International 2011 - 2014
Trident University International 2010 - 2011
Chapman University 2006 - 2009
Chapman University 1999 - 2006
UC Irvine 1990 - 1999
Security Pacific Bank 1989 - 1990
Northrop Grumman Corporation 1987 - 1989
Northrop Grumman Corporation 1984 - 1987
Skills
Compensation & Benefits..., Defined Contribution..., HRIS, HR Policy and Compliance, Talent Management, Employee Relations, Leave of Absence..., Workers Compensation..., ADP Payroll, Employee Benefits, Payroll, Human Resources, Strategy, Defined Contribution, Deferred Compensation, Performance Management, Compliance, Talent Acquisition, Process Improvement, Recruiting, Leadership, Personnel Management, Training, Leadership Development, Policy, Workers Compensation, HR Policies, Management, Employee Engagement, Workforce Planning, Onboarding, Organizational..., Succession Planning, Benefits Administration, New Hire Orientations, Applicant Tracking..., Temporary Placement, Career Development, Employee Training, FMLA, Conflict Resolution, Organizational Design, Organizational..., Labor Relations, PeopleSoft, Compensation & Benefits
Education
University of Chicago - Booth School of Business
MBA, Human Resource Management
University of California, San Diego
BA, Spanish Literature, Minor in Biology
Paragon Analysis Corporation January 1994 - Present
Bank of America January 1992 - January 1994
Security Pacific Bank June 1989 - January 1992
Security Pacific Merchant Bank January 1986 - June 1988
Security Pacific Bank August 1984 - January 1986
Skills
Capital Markets, Investment Banking, Corporate Finance, Credit Risk, Banking, Mergers, Accounting, Budgets, Strategic Planning, Loans, Commercial Lending, Credit
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Finance
University of California, Santa Barbara 1977 — 1981
BA, Economics
Harmony Artists 2012 - Present
American Dealer Services Inc. August 2004 - February 2012
ARRIS March 2000 - November 2002
MCI 1996 - 2000
Pacific Bell 1993 - 1995
Security Pacific Bank 1981 - 1991
Skills
Telecommunications, Team Building, Sales Management, Customer Relations, Budgeting, Direct Sales, Account Management, Public Speaking, Budgets, Product Marketing, Customer Service, Entertainment, Talent Booking, Sales, Management, Networking, Contract Negotiation, Sales Operations, Selling, Training, Start-ups, Broadband, Strategic Partnerships, Marketing, Solution Selling, Telephony, Leadership, Wireless, Product Management, New Business Development, VOD, Business Development
Education
University of Denver
Affinity Associates 2001 - Present
The U.S.-Japan Council September 2009 - October 2012
Macola Software 1999 - 2001
Made2Manage 1997 - 1999
Cedar Consulting 1993 - 1997
Computer Associates International 1986 - 1990
Computer Sciences Corporation 1980 - 1985
Security Pacific Bank 1977 - 1980
Skills
Non-profits, Japanese, Program Development, Community Outreach, Fundraising, Social Entrepreneurship, Grants, Cultural Awareness, Cultural Diversity, Volunteer Management, Youth Leadership, Youth Development, Coaching, Community Development, Japanese culture, ERP Implementations, Financial Accounting, Sales Management, International..., Digital Printing, Offset Printing, Screen Printing, Promotional Solutions, Nonprofits, Marketing, International Relations, Event Planning, Leadership, Community Organizing, Business Development, Policy Analysis, Political Campaigns, Public Policy, Philanthropy, Program Management, Economic Development, Budgets, Government, Board Development, Non-profit..., Politics, Intercultural..., Management Consulting, Public Speaking, Strategic Communications, Research, Editing, Proposal Writing, Coalitions, Foreign Policy
Education
University of California, Los Angeles 1974 — 1977
B.A., Economics
John Muir High School, Pasadena, CA 1969 — 1973
ERA Prime Properties August 1992 - Present
Security Pacific Bank March 1974 - July 1981
Education
University of California, Berkeley
Comerica Bank May 2015 - Present
Comerica Bank 2001 - April 2015
Imperial Bank 1996 - 2001
National Bank of Long Beach 1992 - 1996
Security Pacific Bank 1988 - 1992
Skills
Public Relations, Advertising, Banking, B2B Marketing, Commercial Banking, Direct Marketing, B2B, Marketing Strategy, Marketing, Small Business Lending, Business Development, Commercial Lending, Strategy, Credit, Sponsorship, Financial Services
Education
University of California, Irvine 1982 — 1987
BA, MBA, English, Business
COMMUNITY BANK July 2013 - Present
BOSTON PRIVATE BANK & TRUST COMPANY January 2011 - November 2011
Central Pacific Bank April 2008 - November 2010
Central Pacific Bank September 2005 - April 2008
Security Pacific Bank August 2004 - September 2005
Imperial Capital Bank September 2002 - August 2004
WASHINGTON MUTUAL BANK May 1998 - August 2002
Great Western Bank November 1997 - May 1998
Skills
Credit Analysis, Loans, Commercial Lending, Banking, Credit, Commercial Banking, risk management, Relationship Management, Commercial Real Estate..., Commercial Real Estate..., compliance, credit risk analysis, Construction Management, residential construction, Financial Analysis, property management, budgets, Board of Directors..., financial management, teamwork, market research, valuation, finance, Valuation, Finance, Credit Risk, Risk Management, Portfolio Management, Budgets, Construction, Managerial Finance, Teamwork, Asset Based Lending, Business Development, Core Banking, Financial Services, Financial Modeling, Asset Management
Education
Scripps College
Bachelor of Arts, Biology
WESTERN BANKING SCHOOL, University of Nevada, Reno, NV
Commercial Lending
Personal Sabbatical and Self-Managed Investments 2003 - Present
US Bank July 2003 - November 2003
GreenPoint Bank 2002 - 2003
GreenPoint Bank 2000 - 2002
GreenPoint Bank 1998 - 2000
Indymac Bank 1997 - 1998
Bank of America 1993 - 1997
Security Pacific Bank 1986 - 1993
GE Capital 1983 - 1985
GE Capital 1982 - 1983
Skills
Loans, Loss Mitigation, Finance, Loan Origination, Mortgage Servicing, Credit Analysis, Mortgage Lending, Commercial Lending, Marketing, Managerial Finance, Operations Management, Sales Management, Collections, Third Party Collections, Foreclosures, Remarketing, Training, Hands-on Training, Operational Risk..., Inventory Financing, Securitization, Asset-backed..., Department Budgeting, Financial Planning, Indirect Lending, Consumer Lending, Seriously Delinquent..., Subprime Lending, Repossessions, In-person Field..., Dealer Financing, Sales, Sales Rep Training, Customer Service, Team Building, Leadership, Process Improvement, Credit, Underwriting
Education
University of Colorado at Boulder 1976 — 1980
Bachelor of Science (B.S.), Finance, General
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Knowledgent October 2014 - Present
Attivio July 2012 - October 2014
Innovation Councils April 2008 - July 2012
Financial Insights, an IDC company February 2007 - March 2008
Gomez Markets July 2002 - February 2007
Gomez May 1997 - January 2002
Forrester Research 1996 - 1997
Corby North Bridge Securities 1992 - 1996
Bank of Boston 1989 - 1992
Security Pacific Bank 1987 - 1989
Skills
Financial Services, Building Relationships, Global Business..., Research, Cloud Computing, Big Data, Business Intelligence, Strategy, Business Development, Electronic Trading, Venture Capital, Management Consulting, Entrepreneurship, Analytics, Risk Management, Enterprise Software, Strategic Partnerships, E-commerce, Start-ups, Product Marketing, Consulting, Go-to-market Strategy, Equities, Competitive Analysis, Market Research, Marketing, Product Management, Leadership, Integrated Marketing, Executive Management, SaaS, Professional Services, Business Alliances, Analysis, Strategic Planning, Regulatory Compliance
Education
Princeton University
A.B., Politics
The Pennington School
Flagship Properties January 2000 - Present
McColl O'Brien Events January 1990 - 2000
Security Pacific Bank 1982 - 1987
Education
Stanford University 1974 — 1978
BA, Psychology
Bank of Marin June 2005 - Present
Bank of America 1976 - 2005
Security Pacific Bank June 1976 - February 1992
Skills
Finance, Banking, Loans, Management, Commercial Lending, Business Development, Leadership, Fierce Conversations, Relational Databases, Team Building, Business Strategy, Strategic Planning, Recruiting, Small Business, Marketing, Small Business Lending, Budgets, Training, Risk Management, Real Estate, Commercial Banking, Commercial Mortgages, Credit
Education
San Diego State University-California State University 1972 — 1975
BS, Chemistry
AGSI August 2007 - Present
Daugherty Business Solutions August 1999 - August 2007
Peachtree Software - (Now Sage) 1997 - 1999
CSX Technology 1996 - 1997
Openware Technologies 1994 - 1995
Barfield Cauthen & Associates 1993 - 1994
KnowledgeWare 1991 - 1993
United Airlines/Covia/Galileo 1984 - 1991
Security Pacific Bank 1981 - 1983
United Airlines 1971 - 1981
Education
The University of South Dakota 1966 — 1970
The Wharton School - University of Pennsylvania March 2011 - Present
Haas School of Business May 2009 - March 2011
UCLA Anderson EMBA Program January 2004 - May 2008
UniHealth January 1993 - December 1998
Security Pacific Bank 1989 - 1993
Skills
Leadership, Student Affairs, Admissions, Higher Education, Strategy, Program Management, Strategic Planning, Higher Education..., Higher Education..., Management, Team Building, Non-profits, Career Development, Marketing Strategy, Building Relationships, Leadership Development, Recruiting, Healthcare, Budgets, Marketing, Nonprofits
Education
UCLA Anderson School of Management 1996 — 1998
MBA
University of Southern California - Marshall School of Business
BS
Vision Solutions April 2006 - Present
Roth Staffing January 2005 - January 2006
SIMSCI/Wonderware/Invensys (acquisitions) December 1996 - January 2005
Landmark Bank February 1993 - April 1996
Citizens Business Bank 1996 - 1996
Bank of California 1990 - 1993
Security Pacific Bank June 1981 - July 1990
Skills
Coaching, Compensation, HR Business Partnering, Employee Relations, Talent Acquisition, Performance Management, Talent Management, Employee Benefits, Human Resources, Workforce Planning, Succession Planning, Onboarding, HRIS, Organizational..., Leadership Development, Training, Team Building, Leadership, Compensation & Benefit, Executive Management, Applicant Tracking..., Benefits Administration, Recruiting, Organizational..., Strategic Planning, Organizational Design, Change Management, Personnel Management, New Hire Orientations, Employee Engagement, Technical Recruiting, College Recruiting, Employee Training, FMLA, Internet Recruiting, Compensation & Benefits, Mentoring
Education
University of La Verne 2001 — 2005
B.S., Organizational Management
Self-employed April 1986 - Present
Security Pacific Bank February 1978 - June 1981
Skills
Marketing Research, Customer Insight, Marketing Strategy, Microsoft Office, Quantitative Research, Research, Qualitative Research, Project Management, Customer Service, Strategic Planning, Marketing Communications, Advertising
Education
St. Joseph's College 1990 — 1992
Associate's Degree, Marketing
Lutheran High School 1970 — 1973
J.P. Morgan August 2012 - Present
ConvergEx Group August 2000 - August 2012
HSBC October 1995 - August 2000
Baring Securities May 1992 - October 1995
Security Pacific Bank 1983 - 1992
Skills
Brokerage Operations, International Brokerage..., Prime Brokerage, Global Custody, Bank Reconciliation, Budget Process, stock loan, Fixed Income, Securities Lending, Risk Management, Middle Office, Equities, Securities, Trading Systems, Brokers, Financial Services, Derivatives, Back Office, Market Data, International, Trading, Corporate Actions, Management, Vendor Management, Options, Electronic Trading, Settlement, Equity Trading, Hedge Funds, FINRA
Education
SUNY Oswego 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Loan Officer August 1995 - Present
First Banker Mortgage Corp July 1994 - December 2010
Security Pacific Bank January 1989 - August 1990
PIA February 1981 - August 1986
Skills
Mortgage Lending, Loans, Investments, Finance, Investment Properties, Real Estate Economics, Investors, REO, Residential Homes, Banking, Corporate Finance, Investment Banking, Foreclosures, Real Estate Transactions, Short Sales, Sellers, Financial Structuring, FHA, Real Estate Development, Refinance, First Time Home Buyers, Residential Mortgages, Real Estate Financing, Valuation, Funding, Property Management, Due Diligence, Selling, Negotiation, Commercial Real Estate, Condos, Asset Management, Mortgage Banking, Brokerage, Property, VA loans, Loan Origination, Underwriting, Commercial Mortgages, Anniversaries, Birthday Celebrations, Realestate, Designs, Consultant Liaison, Relocation, Single Family Homes, Real Estate, Sales, Credit, Management
Education
University of California, Santa Cruz 1978 — 1980
Economics, Business Management
University of Central Punjab 1973 — 1977
BA, Economics
Cadet College Hasanabdal 1969 — 1972
High School
Saint Mary's Cambridge School 1964 — 1970
High School
John L Scott Real Estate December 2014 - Present
Nintendo of America June 2008 - February 2013
Nintendo of America April 1998 - June 2008
Consumer Credit Counseling Service (CCCS) of Seattle March 1995 - April 1998
Seafirst Bank May 1991 - December 1993
Security Pacific Bank May 1991 - December 1993
Hyatt Regency Bellevue May 1990 - May 1991
Holland America Line/Gray Line of Alaska May 1988 - September 1989
Skills
Copywriting, Call Center, Technical Writing, Customer Service, Training, Call Centers, Troubleshooting, Workshop Facilitation, Microsoft Excel, PowerPoint, Customer Satisfaction, Program Management, Microsoft Office, Performance Management, Product Development, Leadership, Quality Assurance, Team Leadership, Project Management, Employee Relations, Human Resources, Software Documentation
Education
University of Alaska Fairbanks 1985 — 1990
Bachelor Business Administration, Management
Wells Fargo July 2010 - Present
Wells Fargo Bank September 2009 - May 2010
Bank of America January 1999 - September 2007
Bank of America May 1993 - January 1999
Bank of America January 1991 - May 1993
Security Pacific Bank November 1989 - January 1991
Skills
Marketing Communications, Product Management, Cross-functional Team..., Vendor Management, Strategic Planning, Process Improvement, Marketing Strategy, Change Management, Credit Cards, Writing, Marketing Management, Cash Management, Portfolio Management, Treasury Management, Budgets, Banking, E-commerce, Project Management, Marketing, Business Planning, Mergers & Acquisitions, Product Development, Integration, Sales, Relationship Management, Financial Analysis, Budgeting, Public Relations, Event Planning, Sales Management, PMP, Business Analysis, Management
Education
University of La Verne 1989 — 1991
BS, Business Administration
Wharton School of Business 2002 — 2002
Certificate of Achievement, Marketing
Memorial Podiatry Group 2008 - 2014
Long Beach Memorial Medical Center 2004 - 2008
PaymentPartners (FirstWeb Bancorp) March 2000 - 2004
Blue Shield of California 1997 - 2000
Keesal, Young & Logan 1992 - 1997
Security Pacific Bank 1988 - 1993
Skills
Marketing, Grants, Operations Management, Event Planning, Program Management, Team Building, Non-profits, Event Management, Strategic Planning, Management, PowerPoint, Human Resources, Nonprofits, Public Speaking, Public Relations, Fundraising, Volunteer Management, Community Outreach, Program Development, Grant Writing, Budgets, Research, Social Media
Education
UCLA
Certificate Program
AmeriFund Lending Group June 2006 - Present
Freeport Financial, Skyline Funding, Delta Credit, Capital Express May 1991 - June 2006
Security Pacific Bank May 1989 - May 1991
Home Federal Savings January 1980 - May 1989
Skills
Investment Portfolio, USDA, HomePath, FHA, Mortgage Lending, Refinance, Loans, Condos, Investments, Sellers, Referrals, Underwriting, Loan Origination, Reverse Mortgages, Real Estate Economics, Wholesale Lending, Construction Loans, Finance, Commercial Mortgages, Credit, Short Sales, Real Estate Financing, Mortgage Banking, Commercial Lending, Financial Structuring, VA loans, FHA financing, Residential Mortgages, Real Estate, Real Estate Transactions, Government Loans, REO, Commercial Real Estate, First Time Home Buyers, Investors, Mortgage Underwriting, Certified Mortgage..., Loss Mitigation, Mortgage Marketing, Non-Conforming, Home Equity Loans, 203K, Funding, Home Equity Lines of..., Down Payment Assistance, Investment Properties, Debt Consolidation, Celebrations, Anniversaries, VA Loans
Education
Sierra College 1980 — 1983
Math and Engineering
Oakmont
WesCorp / Western Bridge Federal Credit Union February 1992 - Present
Security Pacific Automation Company January 1987 - February 1992
Security Pacific Bank 1978 - 1987
Skills
Retail Management, Operations Research, Records Management, Credit Unions, Customer Service, Vendor Management, Project Management, Financial Services, Payment Systems, Business Process, Payments
Education
Anderson School at UCLA 1988 — 1990
Certificate of completion, Professional deisgnation in bank management
Colton High School 1968 — 1972
Deploma of Graduation, Business
California State University, Sacramento January 2006 - Present
California State University, Sacramento May 1989 - September 2005
UC Davis August 1995 - January 1996
Security Pacific Bank February 1982 - May 1989
Weinstock's June 1978 - January 1982
Skills
Communication Written, Organizational..., Public Speaking, Software Implementation, Microsoft Office, Writing, Excel, Word, Problem Solving, Analysis, Documentation, PeopleSoft, Outlook, Critical Thinking, Student Services, Teamwork, Supervisory Skills, Data Entry, Campus, Student Affairs, Leadership, Software Documentation, Higher Education, Oracle, Staff Development, Research, Leadership Development
Education
University of California, Davis 1974 — 1978
BS, Agricultural Economics/Business Management
Big Sky Awards January 1998 - December 2014
Security Pacific Bank January 1985 - January 1993
Security Pacific Bank February 1980 - April 1990
Skills
Sales Management, Marketing Strategy, New Business Development, Corporate Gifts, Laser Engraving, Graphic Design, B2B, Account Management, Marketing, Lead Generation, Sales, Social Media Marketing, Product Development
Education
University of Connecticut 1965 — 1970
BS, Marketing
Ansonia High School 1961 — 1965
College Prep
Daughters of the Nile Foundation January 2006 - Present
Microsoft Corporation April 1994 - July 2009
Security Pacific Bank March 1981 - September 1992
Education
Seattle Pacific University 1987 — 1993
SBM Site Services 2004 - Present
The Rice Company 2002 - 2004
Prima Publishing 1992 - 2002
Perry-Smith LLP 1990 - 1992
Security Pacific Bank 1982 - 1987
Skills
Budgets, Strategic Planning, Facilities Management, Executive Management, Operations Management, JD Edwards, Risk Management, Contract Negotiation, Process Improvement, Team Building, Capital Budgeting, Contract Management, Financial Reporting, Forecasting, Financial Analysis, Accounting, Budget Process, Operational Excellence, Business Strategy, Program Management, Project Management, Auditing, Management, Business Analysis, Finance, Procurement, Mergers & Acquisitions, Leadership, Business Planning, Financial Modeling
Education
University of California, Santa Barbara
BA
Umpqua Bank (formerly Commerce National/Argent Bank) December 2012 - Present
Orange County Business Bank August 2004 - December 2012
First Bank April 1993 - August 2004
Security Pacific Bank July 1984 - October 1988
Skills
Banking, Mergers & Acquisitions, Credit Risk, Commercial Lending, Small Business Lending, Asset Based Lending, Lines Of Credit, Commercial Banking, Finance, Loans, Credit Analysis, Cash Management, Portfolio Management, Loan Origination, Commercial Mortgages, Management Consulting, Financial Analysis, Credit, New Business Development, Underwriting, Risk Management, Leadership
Education
University of Iowa 1963 — 1967
BA (Honors), Business, Journalism
Community Choice Financial, Inc. December 2014 - Present
Bank of the West June 2001 - December 2013
Wells Fargo July 1992 - June 1996
Security Pacific Bank March 1989 - April 1990
Citi January 1987 - February 1989
Skills
Budgets, Customer Service, Strategic Planning, Banking Commercial and..., Call Center Development, Operational Risk..., Operations Management, Risk Assessment, Team Leadership, Underwriting, Budget Forecasts, Project Management, Portfolio Management, Finance, Credit, Management
Education
University of Phoenix 2011 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Shasta College 1990 — 1991
Real Estate Development
Providence Health & Services March 2009 - Present
Willamette Falls Hospital March 1999 - March 2009
Copeland Lumber Yards August 1996 - February 1999
Security Pacific Bank July 1977 - February 1986
Skills
Accounting, Budgeting, Healthcare, Lawson, Financial Reporting, Excel, Financial Analysis, Compliance, Microsoft Office, Non-profits, Customer Service, Word, Revenue Cycle, Access, Process Improvement, PowerPoint, Outlook, Auditing, Cash Flow, Spreadsheets, Hospitals, Supervisory Skills, Contract Negotiation, Budgets, Financial Accounting, Forecasting, Strategic Planning, Nonprofits, Microsoft Excel, Microsoft Word
Education
Portland State University 1995 — 1996
BS, Accounting
University of California, Santa Barbara 1972 — 1976
BA, History
Women's Council of Realtors 2012 - Present
DEM Financial Services & Real Estate April 1990 - Present
Security Pacific Bank March 1976 - June 1989
Skills
Short Sales, First Time Home Buyers, REO, Sellers, Foreclosures, Investment Properties, Real Estate, Investors, Buyer Representation, Condos, Single Family Homes, Listings, Relocation, New Home Sales, SFR, Residential Homes, Real Estate Transactions, ABR, Selling, Property Management, Move Up Buyers, Property, Income Properties, HUD, Real Property, Referrals, 1031 Exchanges, Townhomes
Education
San Diego State University-California State University
University of San Diego High School
Vanguard Logistics Services August 2012 - Present
Agility Logistics June 2006 - August 2012
Nissan North America February 2004 - June 2006
Fremont Financial / FINOVA Capital Corporations April 1997 - September 2001
The Tokai Bank Limited September 1991 - January 1997
Security Pacific Bank September 1990 - August 1991
Skills
Treasury Management, Treasury, Cash Management, Foreign Exchange..., Finance, Banking, Management, Working Capital...
Education
San Diego State University-California State University 1984 — 1988
BA, History, Minor in Economics
Athena Management Resources, LLC October 2009 - Present
Crane Co. December 2013 - April 2015
Pepperidge Farm November 2011 - November 2012
Dawn Food Products February 2009 - September 2010
PepsiCo May 2008 - December 2008
PepsiCo 2005 - 2008
Kraft Foods Group May 1999 - May 2005
Rutledge and Company June 1996 - December 1998
Kraft Foods Group August 1994 - February 1996
Security Pacific Bank February 1984 - July 1992
Skills
Strategy, Business Planning, Marketing Management, Integrated Marketing, Management Consulting, CRM, FMCG, Consumer Products, Customer Insight, Shopper Marketing, Budgets, Brand Architecture, Cross-functional Team..., Retail, Brand Management, Segmentation, Trade Marketing, Marketing Strategy, Competitive Analysis, Sales, Food, Marketing, Product Development, B2B, Strategic Planning, Entrepreneurship, Advertising, P, Multi-channel Marketing, Market Planning, Marketing Research, Market Research, Training, Brand Development, Analytics, Market Analysis, Brand Equity, Product Innovation, Forecasting, Positioning, International Marketing, Marketing Communications, Strategic Thinking, Direct Marketing, Key Account Management, Consumer Insight, Finance, International Business, Relationship Marketing, Management
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
Southern Methodist University 1978 — 1982
Bachelors of Arts
TD Bank Group June 2002 - January 2015
TD Bank formely TD Banknorth and HUB June 1998 - June 2002
Fleet Bank June 1997 - June 1998
Wholesale Greeting Card Co. October 1994 - October 1996
Security Pacific Bank October 1988 - June 1990
Skills
Customer Service, Sales, Management, Banking, Microsoft Office, Strategic Planning, Sales Management, Loans, Team Leadership
Education
Santa Monica College 1984 — 1986
Business Administration and Management, General
Walt Disney Parks & Resorts Technology May 2015 - Present
Guidance Software March 2014 - May 2015
Walt Disney Parks and Resorts Online February 2011 - March 2014
Yahoo! Search Marketing August 2001 - November 2010
eConnections August 2000 - August 2001
Experian July 1993 - August 2000
Apple Computer June 1992 - July 1993
Securities Data September 1991 - June 1992
Security Pacific Bank December 1990 - September 1991
Citibank 1987 - 1990
Skills
Oracle, Databases, Scalability, Management, C, Team Management, Distributed Systems, Agile Methodologies, Java, Scrum, Agile Project Management, Software Development, Java Enterprise Edition, Leadership, Cloud Computing, MySQL, Web Services, REST
Education
Stevens Institute of Technology 1984 — 1987
BS, Computer Science
The Cooper Union for the Advancement of Science and Art 1981 — 1983
Mechanical Engineering
Summers Capital Partners 2012 - Present
Jacobs Engineering April 2004 - September 2012
Northrop Grumman January 2000 - May 2003
Health Net June 1999 - December 1999
Sempra Energy 1993 - 1999
Sempra Energy September 1991 - December 1993
Security Pacific Bank June 1986 - September 1991
Wells Fargo Bank July 1983 - June 1986
Skills
Deferred Compensation, Succession Planning, Employee Relations, Talent Acquisition, Talent Management, Corporate Finance, Diversity & Inclusion, Executive Compensation..., Leadership Development, Global Human Resources..., Due Diligence, M&A execution, Global Compensation, Benefits Design, Executive Development, Strategic Human..., Human Resources, Recruiting, Management Consulting, Workforce Planning, Employment Law, Personnel Management, Employee Benefits, Change Management, Organizational Design, Employee Engagement, Performance Management, Onboarding, HR Policies, Organizational..., Labor Relations, Benefits Administration, Applicant Tracking..., Compensation & Benefit, Organizational..., Executive Search, Career Development, College Recruiting, HR Consulting
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA
University of California, Santa Barbara 1975 — 1979
BA
Deutsche Bank 2009 - Present
Deutsche Bank 2000 - 2009
Erste Bank 1991 - 2000
Security Pacific Bank 1990 - 1991
Bank of Ireland 1985 - 1991
Skills
Capital Markets, Investment Banking, Investments, Portfolio Management, Restructuring, Corporate Finance, Fixed Income, Loans
Education
NEW YORK UNIVERSITY 1984 — 1987
MBA, Finance
The Ohio State University 1980 — 1983
Bachelor of Science, Economics and International Finance
CHCP 2012 - Present
ABC Peace Foundation July 2007 - Present
American Red Cross September 2006 - Present
Lahad Datu Golf and Country Club 1992 - Present
AMD 1982 - 2001
FMC 1980 - 1982
Security Pacific Bank 1972 - 1980
Skills
Volunteer Management, Program Management, Non-profits, Fundraising, Strategic Planning, Program Development, Community Outreach, Nonprofits, Training, Social Media, Leadership, Public Speaking
Education
San Diego State University-California State University 1968 — 1972
BA, Math
HoneyDoList, Inc. March 2008 - Present
Self-employed February 2002 - June 2007
Universal Money Centers, Inc September 1998 - February 2002
Science Applications Int'l Corp (SAIC) October 1996 - September 1998
Intesa 1996 - 1998
Information Network Corp June 1994 - September 1996
Electronic Funds Transfer Inc. April 1988 - November 1991
Security Pacific Information Systems, Inc. March 1980 - October 1987
Security Pacific Bank 1963 - 1968
Education
University of California, Los Angeles 1970 — 1972
CompuCom March 2013 - December 2013
Accenture November 2011 - February 2013
Modis March 2011 - November 2011
Robert Half International April 2003 - March 2011
Aprisma Management Technologies March 2000 - April 2002
DEVRIES DATA SYSTEMS February 1998 - January 2000
BORLAND INTERNATIONAL July 1992 - April 1998
Security Pacific Bank 1991 - 1991
Skills
Systems Management, IT Strategy, Vendor Management, Enterprise Software, Network Administration, Virtualization, RFP, Service Desk, System Deployment, Data Center, RFI, Security, Enterprise Architecture, Vendor Relations, Deployment, Network Management..., Linux, Software Documentation, Information Technology, Windows Server, Process Improvement, Servers, IT Operations, Networking, ERP, ITIL v3 Foundations...
Education
DeVry University - DeVry Online 2004 — 2006
BS IT, Technical Management
West Valley College 1986 — 1989
B.A, Business Administration
Bay Valley Tech 1983 — 1985
A.S, CAD Design & Drafting
San Jose State University
coursework, Business Administration; Business Finance
ALM Analytics Corp. January 2012 - Present
Federal Home Loan Bank of Des Moines April 2010 - February 2011
Fifth Third Bank March 2007 - March 2010
WesCorp June 1998 - February 2007
Security Pacific Bank 1986 - 1992
Skills
Strategic Planning, ALM, Financial Services, Bloomberg, Risk Management, Financial Modeling, Derivatives, Banking, Financial Analysis, Asset Managment
Education
Yale University - Yale School of Management 1983 — 1985
MBA
University of California, Berkeley 1981 — 1983
BA, Business Administration
Hospice Services of Lake County November 2011 - Present
Hutt Group January 2008 - November 2011
Christine Hutt October 1997 - December 2007
Silverado Napa Corp. January 1996 - October 1997
William Lyon Homes October 1988 - January 1996
BBDO West March 1983 - June 1988
Security Pacific Bank January 1974 - February 1983
Skills
Entrepreneurship, Social Networking, Small Business, Management, Training, Online Marketing, Online Advertising, Social Media Marketing
Education
University of California, Los Angeles 1984 — 1988
Marketing/Advertising
Pius X High School
College Preparatory Diploma, English/Fine Arts
JPMorgan Chase June 2014 - Present
JP Morgan Chase May 2009 - Present
Deutsche Bank 1990 - 1999
Bankers Trust 1990 - 1999
Security Pacific Bank 1987 - 1991
Skills
Capital Markets, Credit, Fixed Income, Loans, Mortgage Lending, Structured Finance, Loan Origination, Banking
Education
Temple University
BS, Finance
Tobacco Root Solutions December 2005 - Present
Quantitative Outsourcing/Tobacco Root Solutions May 2006 - Present
Fremont Investment Advisors March 1997 - May 2004
Equity Portfolio Manager July 1990 - August 1996
RCM Capital Management 1986 - 1990
Security Pacific Bank 1985 - 1986
Skills
Web Design, Marketing, Website Development, Advertising, Web Development, Social Media, Joomla, Logo Design, Copywriting, Microsoft Office, CMS, Brochures, Layout, Web Marketing, Graphic Design, Photoshop, Web Applications, Photography, Data Organization and..., Content Management..., Industry Analyses, Equity Research Analysis, Equity Portfolio...
Education
University of California, Berkeley 1981 — 1984
BS, Finance and Management Science
Cottman Total Auto Care and Transmission July 2008 - Present
JP Morgan Chase 1992 - 2008
Security Pacific Bank 1989 - 1992
American Express 1987 - 1989
The Arizona Bank 1986 - 1987
Skills
Marketing Strategy, Automotive, Strategic Planning, Start-ups, Small Business, New Business Development, Vehicles, Business Planning, Business Strategy, Management, Project Planning, Sales, Sales Management
Education
Thunderbird School of Global Management 1985 — 1986
Master, International Business
William & Mary 1980 — 1984
BA, Economics, French
Pacific Studio June 2012 - Present
Kertson & Company 1990 - June 2012
Pacific Studio March 2009 - May 2012
Safeco September 2008 - March 2009
WaMu March 2006 - September 2008
Parker Services 1996 - 2006
The Bertschi School 1994 - 1999
Security Pacific Bank 1976 - 1989
Skills
Small Business, Budgets, Finance, Forecasting, Accounting, Strategic Planning, Financial Analysis, Management, Payroll, Analysis, Business Planning, Start-ups, Auditing, Project Planning, General Ledger, Accounts Payable, Strategic Financial...
Education
Pacific Coast Banking School 1984 — 1986
Graduated, Banking
University of Washington, Michael G. Foster School of Business 1974 — 1976
MBA, accounting
Saint Martin's University 1965 — 1969
Bachelor of Arts, Education and English
Treasury Strategies, Inc. August 2014 - Present
LM Treasury LLC August 2014 - Present
Treasury Strategies, Inc. 2006 - August 2014
PACCAR Inc 2003 - 2005
Airborne Express 2002 - 2003
Seafirst Bank 1994 - 2001
Bank of America 1994 - 2001
Continental Savings Bank 1993 - 1994
Ford Motor Company 1990 - 1992
Security Pacific Bank August 1987 - February 1989
Skills
Treasury Management, Cash Management, Treasury, FX Options, Liquidity Management, Banking, Risk Management, Derivatives, Cash Flow Forecasting, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Hedging, Foreign Exchange, Investments, Financial Reporting, Investment Banking, Financial Services, Valuation, Trading, Swaps, Credit Risk, Funding, Foreign Exchange..., Banking Relationships, Cash, Debt Management, Forecasting, Bonds, Capital Markets, Financial Markets, Liquidity, Payments, Mergers, Working Capital..., Sarbanes-Oxley Act, Accounting, Credit Analysis, Credit, Cash Flow, Financial Institutions, Portfolio Management, Commercial Banking, Internal Controls, Currency, Fixed Income, Finance, ALM, Strategic Financial...
Education
Pomona College 1978 — 1982
BA, International Relations
Seattle University 2003 — 2007
MBA, Finance
Southern California Edison (SCE) March 1994 - Present
Southern California Edison 1994 - Present
S California Edison (SCE) 1994 - Present
Kaiser Permanente 1990 - Present
SHARE, Inc January 1985 - Present
SHARE Technology Conference 1985 - Present
Security Pacific Bank 1983 - 1994
SPAC 1983 - 1993
SECURITY PACIFIC NATIONAL BANK (now Bank of America) 1983 - 1993
Skills
MVS, z/OS, Mainframe, JCL, TSO, IBM Mainframe, Disaster Recovery, COBOL, Enterprise Architecture, Performance Tuning, Data Warehousing, Operating Systems, Data Migration, VSAM, Systems Management, Architecture, Data Center, Solution Architecture, REXX, Programming, FTP, IT Strategy, ISPF, Linux, Systems Analysis, Security, Software Development, ITIL, System Administration, Hardware, Software Project..., Testing, IT Management, Storage, Lotus Notes, Requirements Gathering
Education
Stanford University
Bachelor of Arts (BA), English Language and Literature/Letters
University of California, Los Angeles
CPhil, Linguistics
Pacific Coast Regional Small Business Development Corporation December 1991 - Present
Bank of California October 1988 - December 1991
Security Pacific Bank October 1985 - October 1988
Union Bank July 1980 - October 1985
Skills
Strategic Planning, Economic Development, Entrepreneurship, Advertising, Public Speaking, Non-profits, Small Business, Marketing Strategy, Fundraising, Investments, Marketing, Public Relations
Education
University of California, Los Angeles 1975 — 1980
BA, Economics
Sage Software Consulting ManagerNetBase Computing1993 - 1996
Bank of America 1989 - 1993
Security Pacific Bank 1989 - 1992
Oakley Sutton Management 1988 - 1988
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Washington Trust Bank June 2013 - Present
Columbia Bank August 1995 - June 2013
Rotary 1991 - 2013
West One Bank 1991 - 1995
Security Pacific Bank April 1986 - April 1991
Skills
Commercial Lending, Portfolio Management, Small Business Lending, Lines Of Credit, Loans, Credit Analysis, Commercial Mortgages, Consumer Lending, Underwriting, Asset Based Lending, Treasury Management, Loan Origination, Mortgage Lending, Cash Management, Retail Banking, Financial Analysis, Mortgage Banking, Retirement Planning, Relationship Management, SBA, Small Business, Wealth Management, Funding, Deposits, Refinance, Cash Flow Lending, Financial Services, Real Estate Financing, USDA, Private Banking
Education
Northwest Intermediate Banking School 1992 — 1992
Southern Oregon University 1974 — 1979
Economics
Computer Troubleshooters September 2008 - October 2011
Verizon December 2006 - December 2007
EDS, an HP Company February 2001 - December 2006
Electronic Data Systems 2001 - 2006
MCI 1993 - 2001
PCS Health Systems June 1990 - January 1993
IBM August 1988 - June 1990
Security Pacific Bank July 1986 - August 1988
U S WEST June 1972 - July 1986
Skills
System Deployment, Security, z/OS, Disaster Recovery, MVS, Small Business Server, Antivirus, ITIL, VM, CICS, Operating Systems, Integration, Computer Hardware, Unix, VoIP, Architectures, Windows Server, Servers, Cloud Computing, Software Installation, IMS DB/DC, VPN, DB2, Mainframe, Virtualization, Active Directory, Network Design, Software Development, Troubleshooting, IT Service Management, System Administration, Storage, WAN, Data Center, Hardware, Databases, Management, Managed Services, IBM Mainframe, Windows, Network Administration, COBOL, SQL, IT Operations, Enterprise Architecture, Infrastructure, VTAM, Data Recovery, DNS, Architecture
Education
University of Phoenix 1986 — 1988
Red Rocks Community College 1981 — 1982
University of Colorado Denver 1973 — 1974
Washington Mutual Business Systems Analyst, SrWashington Mutual Bank2002 - Present
WaMu 1995 - Present
Downey Savings and Loan 2000 - 2002
Security Pacific Bank 1988 - 1992
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2007
Morgan Stanley July 1992 - Present
Washington Trust Bank January 1988 - June 1992
American Express Bank October 1985 - May 1987
Security Pacific Bank June 1981 - August 1985
Skills
Project Management, Leadership, Portfolio Management, Banking, Microsoft Office, Customer Service, Finance
Education
University of La Verne
Sykes Enterprises, Inc September 2010 - Present
St Joseph's Hospital February 2009 - August 2010
Fireside Bank January 2007 - October 2008
Wells Fargo Bank September 2003 - January 2007
Associated Creditors Exchange April 2003 - September 2003
Bank of America September 1991 - September 2002
Bank of America 1991 - 2002
Security Pacific Bank February 1990 - June 1991
Skills
Business Analysis, SDLC, Banking, Call Center, Leadership, Process Improvement, Change Management, Strategy, Recruiting, Call Centers, Training, Forecasting, Analysis, Management, Six Sigma, Budgets, Project Management, Human Resources, Coaching, Time Management
Education
University of Phoenix 2001 — 2006
Master of Business Administration (MBA)
Cochise Community College
Pima Community College
University of Phoenix
BS, Business Management
L. T. D. January 2009 - Present
Bank of America May 2003 - January 2009
JPMorgan Chase March 2000 - May 2003
Bank of America March 1999 - March 2000
ABN AMRO Bank N.V. February 1998 - February 1999
Deutsche Bank July 1995 - February 1998
Manulife Financial October 1990 - July 1995
Security Pacific Bank October 1988 - October 1990
Bank of Montreal 1981 - 1988
Bank of Montreal 1981 - 1982
Skills
Alternative Investments, Fundraising, Forecasting, Accounting, Business Analysis, Strategic Planning, Public Speaking, Financial Reporting, Research, Due Diligence, Strategic Communications, Trading, Treasury, Project Management, Credit, Nonprofits, FX Options, Analysis
Education
University of Central Florida 1976 — 1980
BScBA, Finance
Wells Fargo Bank November 2006 - Present
Wells Fargo November 1999 - November 2006
Bank of America April 1992 - November 1999
Security Pacific Bank November 1982 - April 1992
Pertec November 1978 - 1981
Skills
Portfolio Management, Analytics, Financial Analysis
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance
Chaffey High
University of California, Los Angeles
Synergy Advisors September 2004 - Present
Bank of America Securities 1992 - 2004
Security Pacific Bank 1992 - 1992
Wells Fargo 1990 - 1992
Teal Industries 1988 - 1990
Axon, Inc. 1984 - 1988
Security Pacific Bank 1981 - 1984
Continental Bank 1978 - 1980
First Federal S&L of San Diego 1974 - 1976
Skills
Mergers, Banking, Investment Banking, Leveraged Finance, Middle Market, Healthcare, Funding, Private Equity, Leadership, Mergers & Acquisitions, Portfolio Management, Joint Ventures, Structured Finance, Divestitures, Corporate Development, Financial Analysis, Due Diligence, Management, Start-ups, Valuation, Hedge Funds, Strategy, Venture Capital, Corporate Finance, Financial Structuring, Financial Modeling, Capital Markets, M&A experience, Investments, LBO, Private Placements, Emerging Markets, IPO
Education
Thunderbird School of Global Management 1976 — 1977
Masters of International Management, Finance, General
San Diego State University-California State University 1970 — 1974
BA, Economics, Political Science
Bank of America February 2015 - Present
Bank of America February 2009 - February 2015
Bank of America January 1991 - October 1998
Security Pacific Bank September 1989 - January 1991
Skills
Asset Managment, Banking, Capital Markets, Commercial Banking, Leadership, Management, Portfolio Management, Sales, Strategic Planning, Vendor Management, Valuation
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
University of California 1995 - June 2008
Levi Strauss & Co. 1992 - 1994
Security Pacific Bank 1988 - 1992
Bank of America 1985 - 1988
Education
University of California, Berkeley
B.A.
University of California, Berkeley, Haas School of Business
Kaiser Permanente November 2000 - Present
Cantor Fitzgerald January 1990 - February 1996
Security Pacific Bank January 1989 - January 1990
Skills
HL7, COBOL
Education
UCSB
Bachelor's degree, urban studies
Starr Creek Vineyard 1997 - Present
Sonoma State University 1995 - 2007
Security Pacific Bank 1978 - 1992
Peace Corps 1966 - 1968
Skills
Sustainable Agriculture, Agribusiness, Fundraising, Strategic Planning, Agriculture, Teaching, Community Outreach, Mergers & Acquisitions, Public Speaking, Rural Development, International Relations, Research, Capacity Building, Grant Writing, Microsoft Office, International...
Education
University of California, Berkeley 1959 — 1963
Bachelor of Arts (B.A.), European History
JPMorgan Chase Executive DirectorJPMorgan2007 - Present
JP Morgan March 1994 - Present
Security Pacific Bank 1985 - 1993
Education
Queens College 1978 — 1980
BA, Economics
Grade school
San Diego State University December 2014 - Present
Mainly Mozart, San Diego Master Chorale June 2013 - December 2014
San Diego Opera December 2008 - May 2013
San Diego Opera June 2002 - December 2008
San Diego Opera July 2000 - June 2002
Direct Marketing Solutions March 1999 - July 2000
Bank of America 1994 - 1998
Security Pacific Bank 1988 - 1994
Skills
Fundraising, Marketing Strategy, Event Management, Program Management, Product Marketing, Marketing, Direct Marketing, Donor Management, Donor Relations, Editing, Community Outreach, Grant Writing, Diversity & Inclusion, Donor Research, Creative Strategy, Market Analysis, Volunteer Management, Sales Management, Financial Analysis, Strategy, Media Relations, Leadership, Management, Integrated Marketing, Nonprofits, Public Relations, Board Development, Strategic Partnerships, Event Planning, Marketing Communications, Social Media Marketing, Grants, Proposal Writing, Social Media, Arts Administration, Public Speaking, Advertising, Philanthropy, Strategic Planning, Social Networking, Strategic Communications, Research, Sales
Education
University of California, Davis
Bachelor's Degree, Applied Behavioral Science, Organizational Development
Kaiser Permanente October 2014 - Present
Kaiser Permanente 2003 - Present
Bank of America April 1992 - December 2000
Security Pacific Bank March 1990 - April 1992
Manufacturers Hanover Trust May 1987 - March 1990
Manufacturers Hanover Trust November 1982 - May 1987
Fireman's Fund Insurance Company June 1977 - November 1982
Skills
Change Management, Leadership Development, Organizational..., Performance Management, Team Building, Human Resources, Organizational Design, Executive Management, Leadership, Strategy, Executive Coaching, Workshop Facilitation
Education
San Francisco State University, College of Business 1973 — 1977
Ba, Business administration
Macy's March 1995 - Present
American Modern Insurance Group March 1994 - February 1995
Safeco April 1989 - March 1994
Security Pacific Bank January 1986 - April 1989
Skills
General Liability, Workers Compensation, Insurance, Property & Casualty..., Liability, Commercial Insurance, Casualty, Insurance Claims, Claims Management, Claims, Risk Management, Legal Liability, Health Insurance, Underwriting, Claim, Employee Benefits, Workers' Compensation..., Medicare, Claim Investigation
Education
Northmont High School
University of Dayton
Bachelors of Science in Business Administration, Management and Finance
Morgan Creek Capital Management, LLC November 2014 - Present
Strategic Intro January 2013 - November 2014
ING Investment Management June 2009 - February 2013
Strategic Intro January 2009 - June 2009
Nuveen Investments September 2006 - January 2009
Nuveen Investments December 2001 - September 2006
Nuveen Investments January 1996 - January 2001
Nuveen Investments January 1991 - January 1996
Nuveen Investments January 1989 - January 1991
Security Pacific Bank September 1987 - January 1989
Skills
Asset Managment, Mutual Funds, Structured Products, Separately Managed..., Alternative Investments, ETFs, Hedge Funds, Series 24, Series 7, Relationship Management, Asset Management, Equities, Securities, Investment Management, Asset Allocation, Investment Strategies, Strategy, Fund Of Funds, Executive Management, Financial Services, Bonds, Wealth Management..., Investments
Education
The University of Georgia 1982 — 1985
BA, Economics
World Oil Companies and Demenno Kerdoon Companies November 2014 - Present
Sonifi Solutions, Inc. November 2013 - October 2014
THQ Inc. January 2013 - October 2013
THQ September 2009 - January 2013
World Wrestling Entertainment, Inc. January 1997 - June 2008
Hanna-Barbera, Inc. July 1995 - December 1996
National Broadcasting Company April 1992 - July 1995
Security Pacific Bank January 1991 - April 1992
Schachter, Kristoff, et al. September 1984 - December 1990
Skills
Licensing, Mergers, Corporate Law, Intellectual Property, Video Production, Strategy, Entertainment, Employment Law, Mergers & Acquisitions, Trademarks, Copyright Law, Joint Ventures, Television, Negotiation, Privacy Law, Corporate Governance, Entertainment Law, Digital Distribution, Patents, Business Affairs, Legal Compliance, Commercial Litigation, Litigation, Software Licensing, Securities Regulation, Due Diligence, Trade Secrets, Legal Writing, Legal Assistance, Legal Research, Mediation, Cyberlaw, Litigation Management, Patent Litigation, International Law, Legal Issues, Venture Capital
Education
Stanford University Law School 1981 — 1984
J.D., Law
University of Virginia 1977 — 1981
B.A. with Honors, Gov't and Foreign Affairs
PTOLEMAEUS Antiquarian Maps, Charts,& Plans 1983 - Present
Security Pacific Bank December 1971 - January 1990
Education
Santa Clara University 1961 — 1965
BA, Economics
myself June 2013 - Present
SVB Financial Group April 1999 - June 2013
SVB ( silicon Valley Bank) 1999 - June 2013
Silicon Valley Bank January 2004 - January 2010
Washington Mutual BAnk 1996 - 1999
West One Bank 1993 - 1997
Security Pacific Bank 1987 - 1997
Skills
Payments, Banking, Process Engineering, Process Improvement, Vendor Relations, ACH, Commercial Banking, Performance Management, Vendor Management, Risk Management, OFAC, Electronic Payments, Operational Risk, Correspondent Banking, Payment Systems, AML, Internet Banking, Financial Services, SWIFT payments, SWIFT messaging, Team Management, Strategic Planning, Portfolio Management, Treasury Management, Cash Management, Loans, KYC, Trade Finance, FX Options, Core Banking, Relationship Management, Foreign Exchange, Commercial Lending, Financial Institutions, Debit Cards, Bank Secrecy Act, Treasury Services, Credit Analysis, Operational Risk..., Anti Money Laundering, Leadership, Management
Education
The University of New Mexico
Bachelor of arts, languages
Herbalife International July 2009 - Present
Capital Group June 1993 - March 2009
Capital Bank of California June 1991 - June 1993
Security Pacific Bank March 1990 - June 1991
Skills
Team Building, Vendor Management, Program Management, Internal Consulting, Instructional Design, Talent Management, Cornerstone OnDemand LMS, Organizational..., Leadership Development, Train-the-Trainer, Workshop Facilitation, Management, Training, Coaching, Human Resources, Leadership, Train the Trainer, Employee Training, Process Improvement, Performance Management, Change Management, Team Leadership, Business Process, Onboarding
Education
University of California, Santa Barbara
M.A., B.A.,, Communication Studies
Pacific Western Bank November 2008 - December 2011
Security Pacific Bank November 2007 - November 2008
Security Pacific Bank April 2004 - November 2007
First Credit Bank December 1996 - April 2004
Bank Julius Baer of Switzerland January 1995 - January 1996
National Asset Resources Incorporated January 1988 - January 1993
Shearson Lehman, American Express Mortgage Corporation January 1985 - January 1986
Skills
Financial Analysis, Portfolio Management, Risk Management, Loans, Banking, Business Development, Management, Strategic Planning, New Business Development, Negotiation, CRM, Credit, Financial Services, Mergers, Sales, Training
Education
UCLA
mathematics and economics
UCLA
BA, ECONOMICS
Calgolden February 2001 - December 2012
Security Pacific Bank January 1991 - January 1994
Security Pacific Bank June 1988 - September 1990
ADS Associates September 1985 - August 1986
Wilshire Associates July 1977 - August 1985
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
University of California, Berkeley 1975 — 1977
B.A., English
University of California, San Diego 1973 — 1975
Comparative Literature
Wells Fargo Bank August 2011 - April 2014
Deutsche Bank April 2009 - August 2011
Bank of America 1988 - 2006
Security Pacific Bank 1980 - 1988
Skills
Leadership, Banking, Operations Management, Project Management, Organizational..., Risk Management, Six Sigma, Process Improvement, Leadership Development, Cash Management, Change Management, Customer Service, Coaching, Strategic Planning, Mergers
Education
University of California, Davis 2008 — 2009
Certificate, College Admissions Counseling & Career Planning
Walden University 2007 — 2009
MS, Organizational Psychology & Development
University of Nevada-Las Vegas 1990 — 1993
MBA, Finance
University of Nevada-Reno 1980 — 1984
BS, Business Administration - Finance
Wells Fargo August 2010 - February 2012
Pioneer Electronics Technology October 2006 - March 2009
Paramount Pictures May 2005 - May 2006
Paramount Pictures October 1998 - May 2005
Paramount Pictures February 1996 - October 1998
Software 2000 January 1995 - January 1996
Coca-Cola Enterprises February 1992 - November 1994
Coca-Cola Enterprises June 1990 - January 1992
LOCKHEED AERONAUTICAL SYSTEM April 1987 - June 1990
Security Pacific Bank August 1984 - January 1985
Skills
SDLC, Visio, IBM iSeries, MS Project, SQL, Software Documentation, Access, Project Management, Requirements Analysis, Cognos, PeopleSoft, Program Management, COBOL, Disaster Recovery, Quality Assurance, IT Management, Unix, Vendor Management, Troubleshooting, Leadership, Data Center, Training, Management, ERP, Integration, Technical Support, Requirements Gathering, Business Analysis, Data Migration, Business Intelligence, SharePoint, Process Improvement, Databases, IT Strategy, Data Warehousing, Business Process, ITIL, Information Technology, Business Process..., Strategy
Education
The Ohio State University
Business Admin
Granite Capital Management, LLC July 2010 - Present
Bear Stearns 1994 - 2008
Chase 1993 - 1994
Security Pacific Bank July 1989 - July 1991
Skills
Fixed Income, Equities, Market Risk, Financial Structuring, Trading Systems, Investment Management, Investment Strategies, Options, Capital Markets, Securities, Credit Derivatives, Portfolio Management, Middle Office, Structured Products, Alternative Investments, Bonds
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master, Business Administration
UCLA
Bachelor of Arts, Economics
Wells Fargo January 2013 - Present
Wells Fargo 2006 - Present
Wells Fargo Bank December 2007 - February 2013
po2 Associates, Inc February 1997 - December 2007
Society of American Mosaic Artists January 2001 - May 2007
MadMosaic, Inc May 2001 - December 2005
Logica October 1991 - March 1997
Bank of Melbourne June 1990 - August 1991
ANZ August 1989 - June 1990
Security Pacific Bank March 1989 - August 1989
Skills
Change Agent, Creative Problem Solving, Manage Complex Projects, Skilled Communicator, Project Facilitation, Retreat Facilitation, Program Facilitation, Change Management, Project Portfolio..., Project Delivery, Program Management, Strategic Thinking, Non-profit Experience, Project Management, Business Analysis, Process Improvement, Banking, Requirements Gathering, Consulting, Leadership, Business Requirements, Business Process..., Information Technology, Software Project..., IT Relationship..., Small Business Ownership, SDLC, Risk Management, Financial Services, Integration, PMO
Education
Ripon College 1977 — 1981
BA, Politics & Government, History, Computer Science
University of Wisconsin-Milwaukee 1979 — 1980
United Way of Yuma County November 2001 - Present
Alliance of Arizona Nonprofits September 2006 - Present
Northern Arizona University-Yuma August 2002 - Present
Yuma County 4-H September 2002 - September 2012
First Things First May 2008 - June 2010
Yuma Community Foundation May 1997 - December 2004
Girl Scouts - Arizona Cactus-Pine Council September 2000 - November 2001
Yuma Leadership August 1996 - May 2001
Girl Scouts - Arizona Cactus-Pine Council September 1996 - September 2000
Security Pacific Bank August 1984 - September 1989
Skills
Program Development, Event Planning, Community Development, Public Relations, Event Management, Volunteer Management, Public Speaking, Youth Development, Non-profits, Grant Writing, Community Outreach, Fundraising, Social Media, Budgets, Workshop Facilitation, Media Relations, Press Releases, Leadership, Healthcare, Government, Coaching, Team Building, Marketing, Staff Development, Strategic Planning, Training, Grants, Social Networking, Editing, Leadership Development, Philanthropy, Program Management, Program Evaluation, Social Services, Policy, Organizational..., Public Policy, Community Organizing, Non-profit..., Board Development, Grassroots Organizing, Policy Analysis, Strategy, Annual Giving, Community Engagement, Higher Education, Planned Giving, Research, Strategic Communications, Non-profit Board...
Education
Scripps College 1980 — 1984
Bachelor of Arts, Psychology
Project Centrl 2005 — 2007
Arizona State University- Center for Nonprofit Management
PrimePay December 2012 - Present
Internal Revenue Service January 2011 - December 2012
Rohm and Haas Electronic Materials November 2001 - July 2009
Volunteer Income Tax Assistant 2003 - 2007
Transamerica November 1991 - March 2001
Security Pacific Bank April 1989 - November 1991
Quezada Navarro, CPA's April 1987 - April 1989
Shirley Reynolds & Associates September 1985 - April 1987
Skills
SAP, Microsoft Office, Financial Reporting, Financial Analysis, Compliance, Budgeting, Excel, Accounting, Word, SOX, Accounts Receivable
Education
University of La Verne 1983 — 1985
BS, Business Management
AREA Appraisal Management Company, Inc June 2005 - Present
Jumpstart Seminars 2005 - 2008
Pacific Enterprises January 1986 - April 1994
Security Pacific Bank January 1977 - May 1984
Skills
Investment Properties, Real Estate, REO
Education
UCLA Anderson School of Management 1973 — 1974
MBA, Accounting/Finance
University of California, Los Angeles 1968 — 1972
BA, Economics
Silmar Flooring Revenue Manager/BillingCommerce OneJuly 2000 - April 2002
Scudder Investments September 1994 - June 2000
Security Pacific Bank 1978 - 1992
Education
University of La Verne
BS, Business
University of California, Los Angeles
Certification, Accounting
LPL Financial May 2010 - December 2012
LPL Financial December 2007 - March 2009
US Trust May 2005 - July 2006
Charles Schwab March 1999 - May 2005
Charles Schwab February 1996 - March 1999
Ag America FCB June 1994 - April 1996
Citibank California March 1986 - December 1995
Security Pacific Bank March 1977 - March 1986
Ernst & Whinney March 1973 - March 1977
Skills
Due Diligence, Banking, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Budgets, Internal Audit, Mergers, Finance, Restructuring, Mergers & Acquisitions, Analysis, Auditing, Sarbanes-Oxley, Financial Modeling, Management, Financial Risk, Leadership, Sarbanes-Oxley Act, Tax, Strategic Financial..., Financial Services, Corporate Finance
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Mathematics & Economics
Korn/Ferry International February 1998 - Present
Korn/Ferry 1998 - Present
Fannie Mae June 1992 - October 1997
Security Pacific Bank January 1990 - May 1992
Skills
Talent Acquisition, Organizational..., Talent Management, Organizational..., Strategic Planning, Leadership Development, Team Building, Research, Coaching, Project Management, Technical Recruiting, Change Management, Performance Management, Leadership
Education
Syracuse University
BS Speech, English Literature & Theater Arts
www.OrangeCountyLeather.com January 2010 - Present
Fullerton Community Bank March 2002 - April 2006
House of Lloyd 1985 - 2002
Anaheim Area Credit Union May 1992 - October 1994
Security Pacific Bank February 1982 - April 1992
Buena Park Wholesale Electric January 1976 - March 1980
Skills
Customer Service, Bookkeeping, Banking, Operating a Website, Organization Skills, Training, Problem Solving, Director level, Planning & Holding..., Assertiveness Training, Career Skills, CareerBuilder, Family Caregiving, Christian Ministry, Microsoft Office, Sales, Team Building, Event Planning, Coaching, Microsoft Word, Management, Strategic Planning, Accounts Payable, Leadership, Leadership Development, Sales Management, Time Management, Budgets, Data Entry, Social Media
Education
Sawyer Business College, Anaheim 1975 — 1976
Legal Secretary
University of California, Irvine 1968 — 1969
Business, Management, Marketing, and Related Support Services
Santiago High 1964 — 1969
Santiago High 1964 — 1968
High School Diploma, General Studies
California United Bank` May 2009 - Present
Ventura County Business Bank October 2005 - March 2009
City National Bank April 1996 - October 2005
First Interstate Bank November 1992 - March 1996
Security Pacific Bank September 1985 - June 1992
Skills
Commercial Banking, Banking, Credit, Loans, Branch Banking, City Government, Mayor of Agoura Hills, Local Government, Commercial Lending, Portfolio Management, Asset Based Lending, Small Business Lending, Mortgage Lending, Cash Management, New Business Development, Credit Analysis, Retail Banking, Underwriting, Private Banking, Relationship Management, Loan Origination, Financial Risk, Strategic Financial..., Treasury Management, Lines Of Credit, Credit Risk
Education
Southern Methodist University 1981 — 1983
Graduate School of Banking, Banking
OneWest Bank August 2015 - Present
Self employed May 2015 - Present
Drescher & Associates June 2013 - May 2015
OneWest Bank February 2012 - May 2013
Currently Under Contract June 2011 - February 2012
Silvergate Bank June 2008 - May 2011
Security Pacific Bank April 2007 - April 2008
Vineyard Bank February 2004 - April 2007
U.S. Bank January 2003 - February 2004
Skills
Loans, Loan Origination, Commercial Lending, Credit, Small Business Lending, Commercial Mortgages, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Underwriting, Portfolio Management
Education
The Community College of Baltimore County 2013 — 2015
Associate's Degree, Business Administration, Current GPA: 4.0
Southern California Edison September 1992 - Present
California Department of Transportation 1988 - 1992
Security Pacific Bank 1986 - 1988
Skills
Appraisals, Eminent Domain, Valuation, Condemnation, Land, Easements, Appraisal, Real Estate, Residential Homes, Commercial Real Estate, Entitlements, Expert Witness, Land Acquisition, Feasibility Studies, Relocation, Real Estate Economics, Land Use, Real Estate Transactions, Real Estate Development, Investment Properties, Leases
Education
University of California, Los Angeles 1982 — 1985
BA, Sociology/Demography
Abacus Analytics LLC June 2012 - Present
IDB Bank October 2007 - June 2012
Security Pacific Bank October 2004 - October 2007
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Loan Origination, Portfolio Management, Underwriting
Education
The Ohio State University 1973 — 1975
Master of City Planning, Urban Design & Development
City of Covina June 2009 - December 2014
City of Colton June 2001 - May 2009
City of Colton August 1996 - June 2001
City of Colton April 1993 - August 1996
City of Colton July 1991 - April 1993
Security Pacific National Bank December 1989 - July 1991
Security Pacific Corporation April 1983 - December 1989
Security Pacific Bank April 1981 - April 1983
Skills
Local Government, Economic Development, Community Development, Entitlements, Public Administration, Emergency Management, Land Use Planning, Municipalities, Policy Analysis, Policy, Land Use, Zoning, Program Management, Community Outreach, Redevelopment, Urban Planning, Grants, Fundraising, Public Policy, Government, Code Enforcement, Transportation Planning, Budgets, Legislative Relations, Public Finance, Affordable Housing, Legislation, Politics, Public/private..., Grant Writing, Grant Administration, Regional Planning, Public Budgeting, Homeland Security, Community Engagement, Public Safety, Police, Political Campaigns, Criminal Investigations, Parks, Public Sector
Education
John F. Kennedy School of Government - Harvard University 2004 — 2004
Certificate for Senior Executives in State and Local Government
University of Redlands 1986 — 1988
MBA, Business Administration
University of California, Riverside 1978 — 1980
BS, Economics / Administration
Sonoma National Bank July 2001 - Present
Humboldt Creamery July 1987 - July 2000
Security Pacific Bank February 1979 - July 1987
Skills
Commercial Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Financial Analysis, Underwriting, Lines Of Credit, Credit Risk, Cash Management, Loan Origination, Customer Service, Commercial Mortgages, Sales, Real Estate
Education
Santa Rosa Junior College
Advanced Sleep Medicine Services, Inc. August 2015 - Present
Blue Cross May 2015 - Present
Anthem Blue Cross May 2015 - June 2015
Speciality Surgical Center of Encino April 2015 - May 2015
Anthem Blue Cross/ temp. contract December 2014 - February 2015
K and B Surgical Center October 2013 - December 2014
Nationwide Medical, Inc. March 2007 - February 2013
Nationwide Medical Inc March 2007 - February 2013
Security Pacific Bank 1981 - 1992
Skills
Sales Management, Sales, New Business Development, Account Management, Customer Service, Microsoft Office, Healthcare, Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Recruiting, Durable Medical..., Respiratory Therapy, Social Media, Training, Medical Billing, Medical Devices
Education
Conejo Valley Adult Education 2013 — 2013
Certificate, Medical Insurance Billing and Coding
UCLA 1987 — 1989
Certificate, Business and Bank Management
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Citizens Business Bank July 2014 - Present
Citizens Business Bank May 2009 - June 2014
Citizens Business Bank May 1989 - May 2009
Security Pacific Bank May 1987 - July 1989
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Banking, Credit, Credit Analysis, Retail Banking, Cash Management, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Mortgages, Asset Based Lending, Underwriting, Treasury Management, Credit Risk, Mortgage Lending, SBA, Risk Management, Private Banking, Deposits, Leadership, Relationship Management, Loan Origination, Cross Selling, Business Development, Branch Banking, Credit Cards, Financial Risk, Financial Services, CSU San Bernardino,..., Finance
Education
UCLA 1988 — 1989
Bank Management Certificate, Bank Management/Risk
San Bernardino Valley College 1981 — 1983
ABA/Accounting
Wells Fargo June 2011 - Present
Wells Fargo January 1997 - August 2011
Bank of America January 1991 - October 1993
Security Pacific Bank February 1981 - February 1991
Skills
Private Wealth..., Private Banking, Team Leadership
Education
University of California Los Angeles Anderson Graduate School of Management 1983 — 1986
MBA, Finance
University of California, Berkeley 1974 — 1977
PhD, Neuro Chemistry- Enviromental Physiology
University of Wisconsin-Madison 1970 — 1974
Value Added Realty December 2008 - Present
Marina Hills Appraisal April 1994 - Present
PIMCO January 1988 - January 1991
Security Pacific Bank January 1987 - January 1988
Skills
Real Estate, Investment Properties, Short Sales, REO, First Time Home Buyers
Education
San Diego State University-California State University 1982 — 1987
BS, Business Administration - Finance
Kelly Services March 2008 - Present
Keller Williams Realty October 2005 - August 2014
Security Pacific Bank February 1977 - December 1999
Skills
Background Checks, Leadership, Sourcing, Recruiting, Customer Service, Customer Satisfaction, Staff Supervision, Coaching, Staff Development, Phone Skills, Career Development, Applicant Tracking..., Resume Writing, Training, Technical Recruiting, Contract Recruitment, Benefits Negotiation, Internet Recruiting, Telephone Skills, HRIS, Deferred Compensation, Personnel Management, Screening, College Recruiting, Staffing Services, Human Resources, PeopleSoft, Onboarding, Employee Relations, Vendor Management, Hiring, Account Management, Talent Acquisition, Interviews, Benefits Administration, Performance Management, Temporary Staffing, Temporary Placement, Talent Management, Management, Taleo, Job Fairs, New Hire Orientations, Employee Benefits, Executive Search, Screening Resumes, Time Management, Cold Calling, Permanent Placement, Recruitment Advertising
Education
San Jose State University
Revolution Financial June 2014 - Present
JPMorgan Chase November 2005 - June 2014
JPMorgan Chase November 2005 - June 2012
Roy Al Finance and Loan January 1998 - October 2005
Security Pacific Bank 1978 - 1995
Skills
Strategic Planning, Marketing, Public Speaking, Banking, Mortgage Banking, REO, Residential Mortgages, Credit Analysis, Risk Management, Portfolio Management, Finance
Education
The Master's College
Bachelor of Arts (BA), Christian Ministries
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
Charles Schwab January 2002 - Present
Merrill Lynch 1998 - December 2001
Barclays Global Investors (now Blackrock) May 1996 - 1998
Coopers & Lybrand April 1987 - May 1996
Security Pacific Bank June 1984 - April 1987
Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services
Education
UCLA
BA, Economics
San Bernardino Unified School District Property ManagementVarious ad agencies & direct clientsFebruary 1990 - January 2000
Security Pacific Bank March 1974 - September 1988
Education
San Bernardino Valley College 2004 — 2008
Associate of Arts (A.A.), General Studies
Retired EVP banker September 1966 - Present
Temecula Valley Bank 2002 - 2005
Security Pacific Bank 1966 - 1992
Skills
Finance, accounting,..., Real Estate, Fundraising, Non-profits, Strategic Planning, Mentoring, directing..., Marketing, Loans, Banking, Leadership, Budgets, Project Planning, CRM, Commercial Banking, Nonprofits, Marketing Strategy, Small Business, Customer Service, Business Strategy, Community Outreach, Strategic Financial..., Loan Origination, Credit, Commercial Lending, Employee Relations
Education
Southern Methodist University 1981 — 1983
Masters equivalent in Banking, Bank management and finance, graduated, no grade
Sam Dlego State Univ 1963 — 1966
BS degree, Business Management
Helix High - La Mesa, CA 1958 — 1961
State of California July 2007 - Present
State of California August 1997 - July 2007
State of California September 1992 - August 1997
State of California June 1990 - September 1992
County of Riverside June 1988 - June 1990
Security Pacific Bank August 1980 - June 1988
Skills
Customer Service, Clerical Skills, Team Leadership, Troubleshooting, Training, Leadership, Data Entry, Banking, Coaching, Management, Outlook, Team Building, Nonprofits
Education
Riverside Community College 1978 — 1979
Associate of Arts (A.A.), General Studies
Citi Private Bank July 2002 - Present
Bank of America Private Bank 1999 - 2002
PwC 1996 - 1999
PwC 1996 - 1999
Security Pacific Bank 1984 - 1994
Skills
Financial Advisory, Banking, Capital Markets, Finance, Investment Management, Alternative Investments, Private Equity, Private Equity Firms, Real Estate Lending, Foreign Exchange, Wealth Management
Education
Southwestern University School of Law 1991 — 1994
Doctor of Law (JD)
USC Marshall School of Business 1986 — 1988
Master of Business Administration (MBA), Finance & Investments
Security Pacific Bank February 1957 - Present
Education
University of California, Davis 2014 — 2020