Security Pacific National 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: April 22, 1992 Headquarters: Los Angeles, CA Founded: 1967 Subsidiaries: Rainier Bank Parent organization: Bank of America
Security Pacific National 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 National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Security Pacific National Bank Employees
Forrest Consulting Services December 2012 - January 2015
Bank of America July 2011 - November 2012
US Bank / Bay View Bank February 1998 - August 2011
Citibank / Citicorp Investment Services January 1992 - February 1998
Security Pacific National Bank September 1986 - January 1992
Skills
Credit, Mortgage Lending, Loans, Customer Service, Retail Banking, Consumer Lending, Non-profit Boards, Public Speaking, Public Relations, Banking, Residential Mortgages, Mortgage Banking, FHA, Risk Management, Loan Origination, Leadership, Team Building, Strategic Planning
Education
Central Michigan University
a Bachelor of Science, Business Administration and Social Science
San Jose State University August 2000 - Present
CWC Investment Company July 1996 - Present
Small Business Development Center November 1991 - Present
University of San Francisco August 1998 - January 2003
Golden Gate University May 1992 - September 1997
Wells Fargo August 1992 - February 1995
Grant Thornton LLP June 1991 - August 1992
IDS Financial Services, Inc. May 1987 - September 1988
Security Pacific National Bank June 1984 - May 1987
Skills
Research, Public Speaking, Teaching, Higher Education, Finance, Management, Accounting, Investments, Managerial Finance, Business Strategy, Banking, Financial Planning, Management Consulting, Analysis
Education
California State University, Fresno 1989 — 1991
Master of Science (M.S.), Accountancy
California State University, Fresno 1982 — 1984
Master of Business Administration (MBA), Organizational Behavior Studies
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
ETwater Systems 2006 - Present
DNA Plant Technology 1994 - 2001
Security Pacific National Bank 1986 - 1990
Swarthmore College 1984 - 1985
Skills
Start-ups, Competitive Analysis, Marketing Strategy, Sustainability, Business Strategy, New Business Development, Brand Development, Business Planning, Strategy, Product Development, Strategic Planning, Contract Negotiation, Budgets, Public Relations, Licensing, Project Management, Analysis
Education
Cornell University
MS
The University of Chicago - Booth School of Business
MBA
Swarthmore College
BA
City of Manhattan Beach September 2015 - Present
Keith's Consulting January 2000 - Present
Keith's Handyman Services January 2000 - Present
City of Manhattan Beach July 2008 - September 2015
AMELCO Electric May 1987 - June 2000
Series Electric June 1984 - May 1987
Southland Electric October 1981 - June 1984
Jackson Electric August 1972 - October 1981
Security Pacific National Bank July 1971 - August 1972
Shingle Mill Farm June 1968 - June 1971
Skills
Government, Contract Negotiation, Customer Service, Policy, Event Planning, Budgets, Public Administration, Operations Management, Supervisory Skills, Facilities Management, Engineering, Construction, Public Speaking, Team Building
Education
Harbor Occupational Center 1974 — 1976
Inside Wireman, Electrical
Long Beach City College 1972 — 1974
Inside Wireman, Electrical
Abex Solutions October 2013 - Present
International Master Products Corporation January 2012 - September 2013
Heidelberg USA Inc. 2008 - January 2012
Heidelberg 2000 - 2008
Heidelberg USA, Inc. 1993 - 1999
Heidelberg West, Inc. 1991 - 1993
Maryland National Bank 1988 - 1991
Security Pacific National Bank 1986 - 1988
Skills
Sales Management, Contract Negotiation, Business Development, Financial Analysis, Restructuring, Relationship Management, Business Process..., Risk Assessment, Strategic Account..., New Business Development, B2B, Direct Sales, Offset Printing, Packaging, Account Management, Digital Printing, Trade Shows, Marketing Strategy, Solution Selling, Product Development, Key Account Management, Strategic Planning, IT Architecual Stragegy, Business Transformation, Direct Mail, Selling, Pre-press, Sales Operations, Management, Variable Data Printing, Print Management, Color Management, Wide Format Printing, Strategy, Marketing, Supply Chain, Sales Process, Team Leadership, Leadership, Customer Satisfaction, P&L Management, Sales, Integrated Marketing, Budgets, Mergers & Acquisitions, Performance Management, Direct Marketing, Salesforce.com, Competitive Analysis, Labels
Education
Marquette University 1982 — 1986
Business Administration, Finance and Human Resources
Latham & Watkins 1993 - 1995
Well Fargo Bank 1990 - 1991
Lillick McHose and Charles 1988 - 1991
Security Pacific National Bank 1980 - 1988
Skills
Editing, Real Estate Transactions, Social Services, Teaching English as a..., English Literature, Creative Writing, Commercial/Industrial..., Proofreading, Short Stories, Poetry, Journalism, Freelance Writing, Storytelling, Fiction, English grammar, Publishing, Tutoring, Books, Copy Editing, Blogging, Literature, Fiction Writing, Book Reviews, Non-fiction, proof reading, english..., Grammar, Published Author, Text Editing, Creative Writer, Content Writing, Teaching Writing, Fact-checking, Novels, Memoir, Feature Articles, Publications, Web Content, News Writing, AP Style, History, Creative Non-fiction, Rewriting
Education
University of West Los a 1980 — 1984
Bachelor of Science (BS), Paralegal Studies, dean's list
UCLA 1962 — 1966
Bachelor of Arts (B.A.), English Literature w/ minor in Childrens Literature
Hartwick College 1955 — 1959
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Centers Business Management June 2011 - Present
Pacific Strand Real Estate May 1995 - Present
Huntington Beach/Fountain Valley Association of Realtors 1994 - 1996
Star Real Estate 1993 - 1995
R&B Development March 1976 - June 1978
Security Pacific National Bank January 1973 - 1976
Skills
Property Management, Investment Properties, Real Estate, Residential Homes, Landlord, Commercial Real Estate, Sales, Retail, Investors, REO, Real Estate Transactions, Brokerage, Land Acquisition, Single Family Homes, Sellers, Condos, Foreclosures, Short Sales, Referrals, Relocation, Apartments, Leases, Listings, Location Intelligence, Shopping Centers, Property, ABR, Real Estate Development, Income Properties, 1031 Exchanges, Real Property, SFR, Disposition, Rentals, Real Estate Economics, Corporate Real Estate, Relocation Buyers, Landlords
Education
California State University-Northridge 1969 — 1973
BA, Business, real estate
University of California, Los Angeles 1967 — 1969
BA, Zoology
Sage Staffing, Inc. January 1996 - Present
Professionals in Human Resources Association (PIHRA) January 2013 - December 2014
TV Fanfare Publications, Inc. February 1990 - January 1996
Security Pacific National Bank November 1988 - February 1990
Bank of America November 1981 - November 1988
Skills
Recruiting, Employee Relations, HRIS, Talent Acquisition, Benefits Administration, Employee Benefits, Organizational..., Applicant Tracking..., Human Resources, Performance Management, Deferred Compensation, Onboarding, Leadership Development, Personnel Management, Workforce Planning, Leadership, Payroll, Training, Resume Writing, Interviews, College Recruiting, Succession Planning, Hiring, Career Development, Temporary Placement, Employee Engagement, Talent Management, Employee Training, Staffing Services, Conflict Resolution, Technical Recruiting, HR Consulting, Internet Recruiting, Benefits Negotiation
Education
California State University-Northridge
Bachelor of Science, Business Administration, Human Resources
Bank of America January 1996 - July 2013
Huntington Valley Cycles January 1990 - December 1995
Security Pacific National Bank June 1984 - January 1990
Security Pacific National Bank February 1981 - June 1984
Skills
Banking, Retail Banking, Credit, Loans, Employee Training, Bookkeeping
Education
Coastline Community College 2013 — 2014
Associate's degree, Accounting
Los Angeles Pierce College 1982 — 1982
Accounting
Los Angeles Mission College 1980 — 1980
Accounting
University of California, Los Angeles 1971 — 1972
English Language and Literature/Letters
Venice High School 1969 — 1971
High School
California Bank & Trust March 2014 - Present
City National Bank April 2007 - Present
Wells Fargo April 2005 - April 2007
Security Pacific National Bank 1980 - 1995
Skills
Lines Of Credit, Cash Flow Lending, Commercial Lending, Small Business Lending, Bank Management, Middle Market, Commercial Banking, CLO, Real Estate Lending, SBA 504, Bank Secrecy Act, Retirement Planning, Small Business, High Net Worth..., Strategic Financial...
Education
Mount St. Mary's College 1974 — 1978
Business Administration and Management, General
Mt. Saint Marys College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Self-Employed October 2012 - Present
School District in High Desert November 1998 - March 2012
WordSmart Investigative Transcription Service October 1989 - October 1999
SECURITY PACIFIC NATIONAL BANK August 1983 - September 1989
COMTAL/3M CORPORATION August 1979 - August 1983
Skills
Higher Education, Public Speaking, Research, Social Media, Program Management, Human Resources, Leadership, PowerPoint, Microsoft Excel, Social Networking, Teaching, Event Planning, Editing, Social Media Marketing, Business Strategy, Team Leadership, Spanish, Public Relations, Nonprofits, Fundraising, Microsoft Office, Community Outreach, Marketing, Interviews, Customer Service, Creative Writing, Microsoft Word, Blogging, Event Management
Education
Azusa Pacific University 2009 — 2010
Master of Arts, M.A.-HROD
Azusa Pacific University 2007 — 2009
Bachelor of Science
Barstow College 2005 — 2007
Associate of Arts Degree
Pasadena City College 1975 — 1976
English
Capital One March 2015 - Present
Bank of America April 1987 - February 2015
Security Pacific National Bank 1984 - 1986
Federal Reserve Bank March 1984 - September 1984
Skills
Business Architecture, Application Architecture, IT Strategy, Enterprise Architecture, Architecture, System Architecture, Business Intelligence, Solution Architecture, Software Development, Vendor Management, Business Analysis, SDLC, SOA, IT Management, Credit Cards, Risk Management, Banking, Strategy, Payments, Integration, Project Portfolio..., Leadership, PMO, Consulting, Business Process..., Software Project..., Business Process, Governance, PMP, Data Warehousing, Financial Services, Enterprise Software, Business Requirements, Program Management, Disaster Recovery, Outsourcing, Requirements Gathering, Business Transformation, Requirements Analysis, Information Technology, Executive Management, Process Improvement, Project Delivery, CRM, Analytics, Visio, SaaS, Cloud Computing, Agile Methodologies, Resource Management
Education
Golden Gate University 1990 — 1995
MBA
University of California, Santa Barbara 1982 — 1986
BA's
Wilmington Trust 2013 - Present
Deutsche Bank 1990 - 2013
Security Pacific National Bank 1988 - 1990
Union Bank 1985 - 1988
Skills
Fixed Income, Hedge Funds, Private Equity, Credit Derivatives, Structured Finance, Emerging Markets, Financial Structuring, Corporate Trust, Trustee, Sales Management, Project Management, Product Management, Relationship Management, Alternative Investments, Back Office, Banking, Bloomberg, Bonds, Business Planning, CDS, CRM, Finance, Financial Institutions, Financial Markets, Financial Services, Management, Middle Office, Risk Management, Securitization, Strategy, Swaps, Securities
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Information Systems
Self-employed September 2000 - Present
Security Pacific National Bank May 1984 - August 1984
Bank of Whittier August 1983 - April 1984
Southern California Bank July 1981 - July 1983
Skills
Customer Service, Retail, Fashion, Marketing, Sales, Marketing Strategy, New Business Development, Strategic Planning, Management, Social Media, Social Media Marketing, Team Building
Education
Charter College-Anchorage 2008 — 2009
No Degree earned, Accounting and Finance
Cerritos College 1980 — 1981
No degree, Early Childhood Education and Teaching
John Burroughs High School 1979 — 1980
High School Diploma, Performing Arts
Raymond James September 1993 - March 2010
Kemper Securities March 1991 - September 1993
Security Pacific National Bank August 1987 - February 1991
Household International January 1983 - August 1985
Skills
Risk Management, Fixed Income, Strategic Financial..., Trading, Equities, Series 7, Series 63, Structured Finance, Securities, Portfolio Management
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A., Finance; Accounting
Pomona College 1978 — 1982
BA, History
National Bank of Arizona August 2015 - Present
JPMorgan Chase & Co. October 2010 - June 2015
Bank of America September 1991 - February 2009
Security Pacific National Bank September 1986 - September 1991
Skills
Commercial Lending, Commercial Banking, Relationship Management, New Business Development, Finance, Commercial Mortgages, Cash Management, Business Relationship..., Mortgage Lending, Risk Management, SBA, Management, Leadership, Team Leadership, Small Business Lending, Community Outreach, Credit Analysis, Credit, Banking, Portfolio Management, Loan Origination, Underwriting, Lines Of Credit, Commercial Leasing, Treasury Management, Commercial Real Estate..., Establishing New..., Government Banking, Marketing, Community Service, Internal Communications, Financial Risk, Financial Services, Loans, Retail Banking, Financial Analysis, Credit Risk, Business Development, Consumer Lending, Sales Management, Philanthropy, Marketing Strategy, Public Speaking, Mortgage Banking, Construction Loans, Customer Service, Refinance, Coaching, Small Business
Education
California State University-Fullerton
Bachelor of Arts (BA), Business Administration and Economics
Aspen Property Management, Inc. June 2013 - Present
Private Family October 2012 - March 2013
Penn Valley Landscape, Inc. January 2000 - March 2011
Silver Creek Landscape, Inc. April 1982 - March 2011
Union Bank October 1981 - March 1982
Security Pacific National Bank January 1979 - September 1981
Skills
Entrepreneurship, Project Management, Operations Management, Customer Service, Organizational..., Business Development, Strategic Planning, Construction, Contract Management, Project Planning, Value Engineering, Budgets, Landscape Construction, Landscape Maintenance, Irrigation Management, Team Building, Sales Process, Energy Efficiency, Energy Conservation..., Property Management
Education
California Polytechnic State University-San Luis Obispo 1976 — 1978
Bachelors of Science, Business Administration with a concentration in Management and Finance
County of Fresno April 2003 - Present
Smoke & Thunder May 1974 - Present
E. & J. Gallo Winery July 1976 - February 2001
Security Pacific National Bank June 1970 - February 1975
Education
California State University, Fresno 1968 — 1970
Bachelor of Science (B.S.) Business Administration, Business and Marketing
Fresno City College 1965 — 1968
Associate of Science (A.S.), Industrial Technology
Central Union High School 1962 — 1965
High School Diploma, College Prep
San Clemente High School April 2003 - May 2008
Security Pacific National Bank June 1982 - July 1987
Skills
Interpersonal Skill, Consensus Building, parent leader, Parenthood, Parent-Teacher...
Education
University of California, Los Angeles - School of Law 1975 — 1978
JD
Pomona College 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Hayden Consulting LLC March 2005 - Present
Residential Mortgage Services, Inc. September 2013 - Present
PHH Mortgage Corporation May 2010 - March 2012
Mortgage Renaissance Investment Trust March 2009 - May 2010
GMAC ResCap March 2007 - October 2008
JPMorgan Chase 1992 - 2005
Security Pacific National Bank January 1989 - June 1992
First Interstate Bank of California 1980 - 1989
Ralph C. Sutro Co. 1978 - 1980
Skills
Portfolio Management, Credit, Capital Markets, Due Diligence, Mortgage Lending, Valuation, Mergers & Acquisitions, Risk Management, Banking, Asset Management, Loan Origination, Structured Finance, Underwriting, Securitization, Loan Servicing, Analysis, Commercial Banking, Acquisitions, Negotiation, Emerging Markets, Loans, Mortgage Banking, Financial Services, Market Risk, Loss Mitigation, Asset Managment, Residential Mortgages, Leadership, Executive Management, Refinance, Finance, Credit Risk, Financial Risk, FHA, Fixed Income
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1988
MBA
Brown University 1974 — 1978
BA, Mathematics and English
Strategy Speaks 2009 - Present
Confidential (In stealth mode) 2012 - Present
Bioalgene, Inc. 2009 - 2012
MarketFitz, Inc. 2007 - 2009
Hill & Knowlton Strategies 1999 - 2007
Security Pacific National Bank 1974 - 1984
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS)
R Mortgage & Real Estate Services September 1991 - Present
Mortgage & Real Estate Services January 1991 - Present
Service Mortgage Company January 1990 - January 1991
Security Pacific National Bank January 1989 - January 1990
Great Western Savings Bank January 1988 - January 1989
Financial Corporation of America January 1983 - January 1988
Education
California State University
Bachelor of Arts, Psychology
California State University-East Bay
BA, Psychology
Bishop O'Dowd High School
MUFG Americas April 2002 - Present
Charles Schwab February 1998 - October 2001
Pacific Bell / SBC January 1997 - January 1998
Bank of California November 1995 - January 1997
Bank of America November 1992 - November 1995
Security Pacific National Bank February 1981 - November 1992
Morris Plan Thrift and Loan February 1977 - December 1980
Skills
COBOL, JCL, Mergers, CICS, SDLC, Disaster Recovery, Integration, Financial Services, MS Project, IT Management, Software Development, Mainframe, Project Management, Visio, Team Leadership, Microsoft Office 2007, Banking, Loan Servicing, Commercial Lending, PMO, Enterprise Architecture, Finance, Project Portfolio..., Process Improvement, Risk Management, Business Analysis, Access, Business Process, SQL, Program Management, Management, SOA, DB2, Credit, Availability, Microsoft Excel, Software Project..., Project Delivery, Requirements Gathering, Mergers & Acquisitions, Information Technology, IT Strategy, Requirements Analysis, Vendor Management, Commercial Lending..., Excel, Production Availability..., Business Requirements, PMP, SharePoint
Education
Los Angeles Pierce College 1983 — 1986
Management Information Systems, Computer Science, Accounting, and Business Law
Thousand Oaks High School 1971 — 1973
Lanak & Hanna, P.C. August 1994 - Present
Lanak & Hanna August 1994 - Present
Security Pacific National Bank January 1982 - August 1991
Skills
Health Care Provider..., Commercial Collections, Construction Claims..., Litigation Management, Mechanics Liens, Business Litigation, Civil Litigation, Litigation, Construction Law, Legal Writing, Mechanics' Liens, Corporate Law, Legal Research, Alternative Dispute..., Contract Negotiation, Commercial Litigation, Dispute Resolution, Legal Assistance
Education
Loyola Law School, Loyola Marymount University 1991 — 1994
JD, Law
San Francisco State University 1987 — 1990
M.S.B.A., Business Administration, Management and Operations
Humboldt State University 1978 — 1980
BS, Business
HP Enterprise Services July 2013 - Present
Verizon Data Services February 2011 - November 2012
Hewlett Packard/EDS April 1996 - January 2011
TIG Holdings June 1984 - March 1996
Security Pacific National Bank January 1980 - May 1984
Mc Donald’s Restaurant April 1975 - January 1980
Skills
COBOL, SDLC, Application Development, Production Support, Software Development, z/OS, ISPF, IBM iSeries, Secure FTP, SQL, COBOLII, VSAM, Software Project..., CLP, DB2, Requirements Analysis, Troubleshooting, Disaster Recovery, JCL, Systems Analysis, IBM Mainframe, Mainframe, Testing, Quality Center, MVS, TSO, HP Quality Center, Integration
Education
University of Redlands 1991 — 1993
Bachelor of Science, Information Systems, 3.7
Antelope Valley College 1989 — 1991
Associate of Arts (AA), General Studies
Wells Fargo Home Mortgage October 1995 - Present
The Boston Company/Mellon Bank October 1993 - October 1995
Chase Manhattan Private Mortgage Bank September 1989 - October 1993
Security Pacific National Bank September 1980 - September 1989
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Loans, Residential Mortgages, Credit, FHA, Mortgage Underwriting, FHA financing, VA loans, Construction Loans, Government Loans, Referrals, USDA, Underwriting, VA Loans
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (BASc), Food Adminstration Business
Consumer Financial Protection Bureau July 2011 - Present
FDIC June 2010 - July 2011
Sierra Pacific Federal Credit Union December 2009 - June 2010
ProNet Solutions March 2009 - August 2009
First Independent Bank of Nevada May 1999 - March 2009
InterWest Bank / Colonial Bank 1996 - 1999
Greater Nevada Credit Union 1994 - 1996
Six Rivers National Bank 1989 - 1994
US Bank January 1988 - June 1988
Security Pacific National Bank January 1979 - January 1988
Skills
Regulatory Consumer..., Banking - Compliance,...
Education
Los Angeles Valley College 1978 — 1980
General / Child Development
Burbank High School 1975 — 1978
High School, Various
Precision Consultants, Inc. 2003 - Present
EDS (now Hewlett-Packard Company) January 1995 - December 1995
Bank of Whittier, N. A. January 1993 - December 1994
Eldorado Bank (now California Bank and Trust) January 1989 - December 1993
Western Industrial National Bank (now Citizens Business Bank) January 1984 - December 1988
American Commerce National Bank (now U.S. Bank) May 1983 - December 1984
Bay Cities National Bank (now Opus Bank) January 1982 - April 1983
Santa Fe National Bank May 1980 - December 1982
Orange City Bank May 1977 - April 1980
Security Pacific National Bank January 1970 - April 1977
Skills
Management Consulting, Business Strategy, Bookkeeping, Accounting, Administrative Work, Banking, QuickBooks, Microsoft Excel
Education
California State University-Fullerton
Fullerton College
The University of Texas at Austin
JPMorgan Chase Bank October 2008 - November 2009
Washington Mutual Bank March 1997 - September 2008
Great Western Bank November 1990 - March 1997
Security Pacific National Bank September 1987 - November 1990
May Department Stores Company February 1984 - August 1987
Education
Computer Learning Center
Cornell University
Bachelor of Arts
MMC Group LP 2009 - Present
Bank of America 2007 - 2009
Pacific Investment Advisors 2002 - 2007
SANWA BANK CALIF. / UNITED CALIFORNIA BANK/ BANK OF THE WEST 2000 - 2002
Wall Street Realty Capital, Inc. 1999 - 2000
Cantor Fitzgerald 1996 - 1998
Gruntal & Co. Inc. 1995 - 1996
Mitsubishi Trust & Banking Corp. 1987 - 1995
Security Pacific National Bank 1982 - 1987
Skills
Loans, Valuation, Commercial Real Estate, Banking, Investments, Portfolio Management, Credit Risk, Mergers & Acquisitions, Credit, Real Estate, Investment Properties, Credit Analysis, Investment Banking, Commercial Banking, Financial Structuring, Structured Finance, Real Estate Economics, Capital Markets
Education
California State University-Northridge 1979 — 1982
B.S., Business-Finance
ENVIRON April 2011 - Present
Exponent March 2009 - April 2011
ECOFACT AG January 2009 - March 2010
WestLB AG, New York Branch 2004 - 2008
WestLB AG, New York Branch 1998 - 2004
WestLB AG, New York Branch 1996 - 1998
WestLB AG, New York Branch 1991 - 1996
Central Trust Co., an affiliate of Irving Trust Co. and the Bank of New York 1985 - 1991
Bank of Boston 1980 - 1984
Security Pacific National Bank 1977 - 1980
Skills
Project Finance, Environmental Awareness, Due Diligence, Risk Management, Risk Assessment, Corporate Social..., Sustainability, Renewable Energy, Stakeholder Engagement, Energy, Analysis, Equator Principles, NGOs, Environmental..., Export Finance, Corporate Finance, Structured Finance, Emerging Markets, Finance, Credit, Trade Finance, Financial Structuring, Social Impact Assessment, Socioeconomic Baseline..., Environmental Issues, Sustainability Reporting
Education
Aquinas College 1970 — 1975
B.A., French
Institute for American Universities, Aix-en-Provence, France 1972 — 1973
French
FDIC July 2012 - Present
FDIC June 2010 - July 2012
Washington Mutual Bank February 2008 - May 2009
WaMu Investments, Inc June 2005 - February 2008
FINRA March 2003 - May 2005
FINRA May 1999 - January 2003
Bank of America January 1997 - January 1999
Bank of America Internal Control & Compliance January 1993 - January 1997
Security Pacific National Bank January 1990 - January 1993
Western Asset Management/Legg, Mason, Wood 1983 - 1985
Skills
Securities, Executive Management, Supervisory Skills, Due Diligence, Policy Analysis, Fixed Income, General Ledger, Writing, Advertising, Compliance, Risk Management, AML, Finance, Risk Assessment
Education
Ateneo de Davao University 1967 — 1971
Bachelor of Science in Commerce, Accounting
FINRA Institute @ Wharton
Certification - Regulatory & Compliance Professional
Pepperdine University
Symphony Development 2004 - Present
IndyMac 1997 - 2000
Bank of America May 1990 - 1997
Security Pacific National Bank 1984 - 1990
Skills
Real Estate Development, Loans, Construction, Real Estate, Residential Homes, Mixed-use, Investment Properties, Property Management, Real Estate Economics, Corporate Real Estate
Education
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Corporate Finance & Real Estate
Kettering University 1974 — 1979
BSME, Mechanical Engineering
EQIS Capital July 2014 - Present
TOTAL SOLUTION FINANCIAL PARTNERS 2007 - July 2014
Castle Rock Innovations April 2012 - August 2013
Retirement Revolution LLC April 2011 - March 2012
The Portola Group 2009 - 2010
FEDERATED INVESTORS, Western US Region 2000 - 2006
TPC & Associates 1997 - 2000
BANK SECURITIES ASSOCIATION 1994 - 1996
MERIDIAN INVESTMENT MANAGEMENT 1992 - 1994
SECURITY PACIFIC NATIONAL BANK 1989 - 1992
Skills
Sales Management, Retirement Planning, Asset Management, Investment Advisory, Securities, Pensions, Retirement, 401k, Sales, ERISA, Investments, Investment Management, Wealth Management, Banking, Relationship Management, Financial Services, Series 7, Marketing Strategy, Employee Benefits, Asset Allocation, Portfolio Management, Financial Advisory, Mutual Funds, Alternative Investments, Management, Hedge Funds, Public Speaking, New Business Development, Defined Benefit, Marketing, Small Business, Strategic Financial..., Fixed Annuities, Start-ups, Wealth, Investment Strategies, Financial Planners, Series 63, Estate Planning, IRAs, High Net Worth..., ETFs, Insurance, Series 65, Series 6, FINRA, Options, Equities, Wealth Management..., Retirement Plan...
Education
University of California, Los Angeles 1969 — 1971
Bachelor of Fine Arts, Film
Oregon State University 1966 — 1969
General Studies
PeaceHealth June 1990 - Present
Security Pacific National Bank February 1976 - June 1989
Skills
Visio, EHR, Healthcare Information..., Software Documentation, EMR, HL7, Healthcare, SharePoint, Troubleshooting, SQL, Process Improvement, SSIS, Business Analysis, Hospitals, T-SQL, SDLC, Project Management, Microsoft SQL Server, Program Management, IT Strategy, Software Project..., HTML, Data Analysis, Crystal Reports, Integration, IT Management
Education
Westmont College 1977 — 1978
Gordon College 1976 — 1977
PNC November 2010 - Present
Wachovia Bank February 1988 - October 2010
Security Pacific National Bank April 1981 - December 1987
Trust Company Bank of Georgia February 1978 - March 1981
Skills
Small Business Lending, Sales, Customer Service, Team Building, Financial Analysis, Finance, Strategic Planning, Sales Management, Coaching, New Business Development, Business Relationship..., Risk Management, Account Management, Budgets, Cold Calling, Management, Banking, Credit, Loans, Consumer Lending, Relationship Management, Retail Banking, Lines Of Credit, Cross Selling, Customer Retention, Branch Management, Customer Satisfaction, Banking Relationships, Leadership, Entrepreneurship
Education
Georgia Institute of Technology 1977 — 1980
Cross Keys High School 1973 — 1977
Wedbush, Inc. August 2013 - Present
Wedbush Bank 2007 - August 2013
Citizens Business Bank May 2005 - February 2007
Comerica Bank 2002 - 2005
Aerobank 1999 - 2002
Union Bank of California 1987 - 1998
Bank of California, N.A. 1987 - 1998
Security Pacific National Bank 1974 - 1987
Skills
Commercial Lending, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Bank Secrecy Act, Risk Management, Leadership, Financial Services, Mergers & Acquisitions, Credit Risk, Financial Institutions, Credit, Retail Banking, Business Planning, Financial Analysis, Executive Management, Lines Of Credit, Mortgage Lending, Investments, Commercial Mortgages, Loan Origination, SBA, Underwriting, Asset Based Lending, Business Strategy
Education
Roger Williams University 1971 — 1974
BA
Baldwin High School
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Robert Louis Stevenson
3rd Park Properties 1993 - Present
Kilburn Young Asset Management 1991 - 1993
Security Pacific National Bank 1988 - 1991
First Union National Bank 1987 - 1988
MetLife Incorporated 1983 - 1987
Skills
Investments, Real Estate, Real Estate Development, Land Acquisition, Investment Properties, Commercial Real Estate, Real Estate Economics, Disposition, Redevelopment, Brokerage, Real Estate Transactions, Mortgage Lending, Commercial Lending, Site Selection, Market Segmentation and..., Lease Negotiations, Tenant, Property, Leases, Asset Management, Location Intelligence, Landlords, Entitlements, Real Estate Financing, Apartments, 1031 Exchanges, Corporate Real Estate, Real Property
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
MSRE, Real Estate
Valdosta State University - Langdale College of Business 1979 — 1981
MBA, Finance
Florida State University - College of Business 1976 — 1979
BS, Finance
Feldman Capital May 2014 - Present
ACRE CAPITAL LLC May 2011 - May 2014
Citigroup Real Estate November 2002 - October 2009
Cal Fed Bank May 1992 - November 2002
Security Pacific National Bank January 1990 - January 1992
Citibank, N January 1984 - March 1990
Metropolitan Life January 1980 - January 1983
Skills
Series 7, Auditing, Banking, Credit, Mortgage Lending, Investment Properties, Credit Risk, Financial Structuring, Financial Analysis, Equities, Structured Finance, Commercial Real Estate, Construction Loans, Strategic Financial..., Brokerage, Foreclosures, Mergers
Education
University of Pennsylvania - The Wharton School 1979 — 1980
M.B.A, Finance/Accounting
University of California, Berkeley 1975 — 1978
M. Arch, Architecture - Urban Design
Amherst College 1970 — 1974
BA, Art History, Economics
California Department of Motor Vehicles January 2011 - Present
Pacific Security Capital October 2004 - November 2007
American Pacifc Mortgage dba Guardian Financial Services July 2003 - September 2004
Wells Fargo Bank August 2002 - March 2003
US National Bank August 1991 - November 2001
Bank of Santa Maria February 1987 - September 1990
Security Pacific National Bank April 1977 - February 1987
Skills
Real Estate, Loans, Mortgage Lending, Refinance, FHA, Banking, Sales, Marketing Strategy, Strategic Planning, Financial Analysis, Team Building, Selling, Marketing, Customer Service, Retail Banking, Business Planning, New Business Development
Education
Security Pacific Training School 1984 — 1985
Bank Management/Operations
Allan Hancock College
Deloitte & Touche April 2009 - Present
WaMu 2003 - 2009
Deloitte & Touche 1999 - 2003
First Bank & Trust 1997 - 1998
Southern California Bank 1992 - 1997
The Bank of California 1988 - 1992
Security Pacific National Bank 1974 - 1987
Education
California State University-Long Beach 1964 — 1969
BA
PNC Bank, National Association June 1987 - Present
Security Pacific National Bank January 1985 - June 1987
Meridian Bancorp Inc May 1981 - December 1984
Skills
Credit, Commercial Lending, Credit Analysis, Commercial Banking, Banking, Treasury Management, Underwriting, Loans, Risk Management, Portfolio Management, Financial Analysis, Series 7, Loan Origination, Small Business Lending, Cash Management, Credit Risk, Asset Based Lending, Capital Markets
Education
Muhlenberg College 1977 — 1981
BA, Psychology
Curtis-Rosenthal, Inc. 1983 - Present
Security Pacific National Bank 1980 - 1982
Skills
Valuation, DCF, Real Estate Investment, Real Estate, Real Estate Transactions, REO, Appraisals, Real Estate Development, Due Diligence, Real Estate Finance, Real Estate Economics, Investments, Loans, Investment Properties, Commercial Real Estate, Mortgage Banking, Finance, Asset Management, Commercial Mortgages, Credit Analysis, Asset, Commercial Lending, Real Estate Financing, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Financial Structuring, Financial Modeling, Banking, Brokerage, Disposition, Loan Origination, Real Estate Private..., Structured Finance, Funding, Acquisitions, Underwriting, Location Intelligence, Investors, Mezzanine, Private Equity, Leases, Commercial Real Estate..., Capital, Corporate Real Estate, Land Acquisition, Asset Based Lending, Shopping Centers, Debt Restructuring, Entitlements
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Finance and Accounting
University of Florida - Warrington College of Business Administration 1975 — 1978
BSBA, Business, Finance
Fremont Bank February 2010 - Present
Fremont Bank April 1991 - February 2010
Security Pacific National Bank July 1987 - January 1991
Skills
Loans, Team Building, Mortgage Lending, Banking, Project Management, Vendor Management, Loan Origination, Process Improvement, Customer Service, Underwriting, Real Estate, Small Business Lending, Credit, Leadership, Mortgage Banking, Risk Management
Education
San Jose State University 1983 — 1988
BS in Business Administration, Accounting and Finance
Citrus College 1981 — 1982
Junior College, General Education & Graphic Design
Tostenrud and Company August 2010 - Present
Moss Adams October 2004 - August 2010
KPMG January 1996 - August 2004
National Credit Union Administration May 1995 - January 1996
Office of the Comptroller of the Currency May 1993 - May 1995
Security Pacific National Bank August 1981 - May 1986
Skills
SEC reporting, Internal Audit, M&A due diligence, Audit, Risk Management..., Compilation, Internal Controls, SOX, SEC filings, Auditing, Sarbanes-Oxley Act, Due Diligence, Sarbanes-Oxley, Risk Management, CPA, Tax, Process Optimization, Business Advisory, Accounting, Financial Services, Corporate Governance, Financial Reporting, US GAAP, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 1989 — 1992
MBA, Accounting
Claremont McKenna College 1977 — 1981
BA, Economics, Accounting
Brophy College Preparatory 1974 — 1977
High School, College Preparatory
Financial Industry Regulatory Authority (FINRA) December 2010 - Present
Bank of New York / Mellon June 2010 - June 2010
ING Financial Markets LLC February 2010 - May 2010
AMRO INC January 2000 - October 2009
INTERNAL CONTROL January 1996 - January 1999
CITICORP SECURITIES SERVICES INC January 1991 - January 1999
Newbridge/Citigroup Sec Ser. Inc 1991 - 1999
INTERNAL CONTROL January 1991 - January 1996
Security Pacific National Bank January 1983 - January 1991
Drexel Burnham Lambert January 1979 - January 1983
Skills
Capital Markets, Securities, Equities, Broker-Dealer, 15c3-3
Education
Baruch College, City University of New York (CUNY) 1971 — 1972
No, Accounting/Business Management
John Adams High School 1967 — 1971
BERNARD BARUCH COLLEGE
Accounting / Business Management
Sequoia Council Boy Scouts of America 2001 - Present
National Community Development Services for Sequoia Council, Boy Scouts of America 2001 - 2001
OfficeTeam for Kraft Foods, Inc. (Temporary Position) 2000 - 2001
Scientific Concepts, Inc. (Temporary Position) 2000 - 2000
selfemployed 1991 - 2000
International English Institute 1991 - 1999
Security Pacific National Bank 1989 - 1991
Lang, Richert & Patch, Attorneys at Law 1987 - 1989
Skills
Public Relations, Editing, Fundraising, Budgets, Grant Writing, Volunteer Management, Customer Service, Advertising, Research, Marketing, Strategic Planning, Public Speaking
Education
California State University, Fresno 1996 — 1996
Teaching Credential, English, French, ESL, Social Studies, and Elementary and Secondary Basic Skills
California State University, Fresno 1986 — 1991
BA, French, minor English
Clovis West High School 1982 — 1986
Private Instruction 1977 — 1986
Classically Trained Professional Musician, Piano, Flute, Piccolo, Percussion
Matincor, Inc. January 2000 - Present
Cendant Corporation 1998 - 2000
SEI Information Technology 1997 - 1998
UCLA Medical Center 1996 - 1997
Universal Studios 1989 - 1996
Security Pacific National Bank 1986 - 1989
Skills
PMO, PMP, Business Analysis, Program Management, IT Governance, IT Management, IT Operations, Configuration Management, ERP, Business Alignment, IT Strategy, Project Portfolio..., Business Continuity, IT Service Management, Organizational Change, Information Management, Project Delivery, Change Control, Business Process..., RAD, Software Implementation, Change Management, Agile Methodologies, Agile Project Management, Vendor Management, Governance, Integration, SDLC, Project Management, Requirements Analysis, Process Improvement, Management, MS Project, Software Project..., Cross-functional Team..., Requirements Gathering, Software Development, Strategy, Information Technology, Business Requirements, Quality Assurance, Project Planning, Agile Methodolgy, Disaster Recovery, Software Documentation, Analysis, Telecommunications, Engaging Public Speaker, IT Outsourcing, Team Building
Education
California State University-Los Angeles
BS, Business Administration, Business Administration
California State University-Northridge
MS, Management Science, Business Administration
SMR Associates January 2015 - Present
Standard & Poor's May 1996 - December 2014
Wells Fargo Bank 1992 - 1996
Security Pacific National Bank 1987 - 1991
Continental Bank 1985 - 1987
AT&T 1979 - 1983
Skills
Capital Markets, Fixed Income, Corporate Finance, High Yield, Debt, Credit Risk, Credit, Credit Analysis, Business Strategy, Banking, Negotiation, Leveraged Finance, Structured Finance, New Business Development, Loans, Sales Management, Team Leadership, Management, Pricing Strategy, Project Finance, Syndications
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance/Marketing
Cornell University 1975 — 1979
BS, Agricultural Economics
The Tafoya Group August 2015 - Present
Harvard Business School Alumni Board 2012 - Present
Information Management Network September 2010 - Present
VISTAGE March 2009 - Present
Solutions in Practice, LLC January 2007 - August 2015
Lyme Research Alliance June 2009 - August 2013
HBSCT Community Partners April 2006 - March 2013
WestLB AG November 1992 - April 2006
Security Pacific National Bank 1984 - 1992
Citibank 1976 - 1984
Skills
Risk Management, Strategy, Management Consulting, Capital Markets, Restructuring, Negotiation, Banking, Financial Risk, Executive Management, Financial Structuring, Credit Risk, Business Strategy, Strategic Planning, Consulting, Real Estate, Financial Services, Leadership, Strategic Partnerships, Not for Profit, Governance, Strategic Consulting
Education
Harvard Business School 1978 — 1980
MBA, Business Administration
University of Southern California 1971 — 1975
BS, Finance, Marketing
Bank of America July 2005 - Present
Bank of America Corporation January 2001 - July 2005
Security Pacific National Bank August 1991 - January 2001
Security Pacific National Bank May 1989 - August 1991
Education
Loyola Marymount University 1987 — 1989
Master of Science, Computer Engineering & Science
Remote Logic TV & Audio / Remote Logic Media January 1993 - Present
Hero Assoc. / NV Office / NV Media / Hero Media / Money Talks Unlimited June 2010 - May 2014
Monarch HealthCare February 2006 - September 2007
National Mobile Television February 2002 - December 2004
Panasonic Avionics Corporation August 2000 - October 2001
Powerwave Technologies January 1999 - September 1999
Kwikset Lock Corp. a division of Black & Decker 1996 - 1998
Tradewest Hardwoods / American Classics Furniture January 1993 - October 1996
Hitachi Home Electronics (America) Inc. July 1988 - December 1992
Security Pacific National Bank 1984 - 1988
Skills
Audio Engineering, Pro Tools, Professional Audio, Studio Recording, Digital Recording, audio over ip..., Audio Post Production, Purchasing, live audio production, Live Recording, Voice Over, Video Editing, Avid Media Composer, Internet Video..., green screen production, mobile ip fiber..., fiber optic switches..., Web Video, Radio Producing, Radio Host, Facilities Management, HD Video, Software Evaluations, Software purchasing, Procurement, Project Planning, Video Production, Electronics, Manufacturing, Wiring, Servers, Inventory Management, Vendor Relations, Contract Management, Video Conferencing, Project Management, Management, Broadcast, Television, Microsoft Office, Entertainment, Post Production, Digital Video, Strategic Partnerships, Social Media, Editing, Strategic Planning, Product Development, Radio, Video
Education
Mt. San Jacinto College, San Jacinto, Ca. 2014 — 2016
Audio Visual Technology / Pro Tools Certification / Radio Production / TV Production, Audiovisual Communications Technologies, 4.0
Fullerton College 1984 — 1985
certificate, Purchasing Management
Orange Coast College 1970 — 1971
TV production / Psycology
JB Contractors, INC~ JB Development, INC July 1997 - Present
Suspensions Unlimited Sand Toy Superstore / Ontario Off Road May 2003 - December 2006
WFS Financial April 1995 - June 1997
Mistubishi Motors Credit 1990 - 1995
Nissan Motors Acceptance Corp. June 1985 - April 1990
Security Pacific National Bank June 1983 - June 1985
Skills
Real Estate, Investment Properties, Residential Homes, Real Estate Financing, Real Estate Transactions, Property Management, Negotiation, First Time Home Buyers, Marketing Strategy, Investors, Sellers, Real Estate Development, Marketing, Entrepreneurship, Single Family Homes, New Business Development, Strategic Planning, Credit Analysis, Risk Management, Collection Development, Skip Tracing, Loan Servicing, Business Operations, Implementing Computer..., Loan Origination, Auto Finance, Education Management..., Political Campaigns, Grassroots Lobbying, Congressional Lobbying, off road driver/racer, Corporate Events, Event Planning, Team Parent Baseball &..., Employee Training, Supervisory Skills, Managerial Skills, Building Residential, Building Commercial
Education
Mt. San Antonio College 1984 — 1985
Business Administration and Management, General
Cypress College 1983 — 1984
Business, Management, Marketing, and Related Support Services
TRAFFIC SPORTS MARKETING February 1998 - August 2004
BANCO DIBENS S/A June 1993 - June 1996
BANCO PONTUAL S/A June 1989 - April 1993
BANCO BMC S/A May 1985 - June 1989
BANCO AUXILIAR S/A April 1984 - May 1985
Security Pacific National Bank May 1981 - April 1984
BOLSA DE VALORES DE SÃO PAULO March 1979 - March 1981
Skills
Microsoft Office, Team Building, Microsoft Word, Sales, Coaching, Microsoft Excel
Education
Fundação Getulio Vargas
Bachelor's Degree, Business Administration
RJC Property International 2002 - Present
Far East National Bank 1999 - 2002
RJC Property International 1990 - 1999
Security Pacific National Bank 1988 - 1990
Skills
Investments, Acquisitions, Residential Income, Investment Properties, Commercial Real Estate, Finance, Due Diligence, Real Estate, Business Development, Business Strategy, Strategic Planning, Property Management, Investors, Contract Negotiation, Property, Real Estate Financing, Marketing, Private Equity, Investment Strategies, Residential Homes, Banking, Leases, Real Estate Development, Loans, Mortgage Lending, Dispositions, Financing, Immigration Investments, BVI & Offshore Companies, Market Entry USA
Education
Golden Gate University
Master of Business Administration (MBA), International Business
San Francisco State University
B.A., Business Administration - Finance
University of California, Los Angeles
Additional extension and educational programs
First Bank July 2004 - Present
Bank of America January 1993 - June 2004
Security Pacific National Bank March 1972 - January 1993
Skills
Banking, Management, Retail Banking, Consumer Lending, Small Business Lending, Loans, Cross Selling
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
California State University-San Bernardino 1995 — 2002
Bachelor's degree, Business Administration and Management, Human Resourcesl
LGL Consulting LLC 2011 - Present
North Kansas City Schools August 2006 - Present
UMKC School of Education August 2007 - May 2013
Shawnee Mission Public Schools 1999 - August 2006
Lennox School District August 1989 - May 1997
Security Pacific National Bank August 1983 - January 1987
Skills
Teaching, Public Speaking, Research, Grant Writing, Bilingual..., Teacher Mentoring, Federal Grant Management, Educational Leadership, Strategic Planning, Project Management, Personnel Supervision, Bilingual, Community Outreach, Staff Development, Curriculum Design, ESL, Teaching English as a..., Educational Consulting, Education Program..., Teacher Education, Advocacy, Cross-cultural..., Training, Elementary Education, Program Management, Leadership, Instructional Design, Adult Education, Teacher Training, Higher Education, Special Education, K-12
Education
California State University-Dominguez Hills
Master of Arts (MA), Bilingual/ Multicultural Education, With honors
Thunderbird School of Global Management
Master of International Management (MIM), With honors
Kansas State University
Bachelor of Arts (BA), Modern Languages (French), With honors
Crystal Stairs, Inc. 2000 - 2011
Founders National Bank 1995 - 2000
Security Pacific National Bank 1984 - 1994
Skills
Policy, Training, Budgets, Interviews, Foster Care, Customer Service, Strategic Planning, Process Improvement, Management, Coaching, Leadership Development, Team Building, Program Development, Nonprofits, Community Outreach, Family Services, Compliance, Internal Audit, Quality Assurance, Banking, Public Speaking
Education
Capella University
Bachelor of Science, Psychology
Wells Fargo May 2013 - December 2013
Q Consulting September 2012 - May 2013
Grandpoint Bank August 2007 - August 2012
Citizens Business Bank 2006 - 2007
BNY Mellon 2005 - 2006
Community Bank 1999 - 2005
Bank of the West 1996 - 1999
Manufacturers Bank 1993 - 1995
Security Pacific National Bank 1975 - 1992
Skills
Risk Management, Vendor Management, Bank Mergers, Project Management, Acquisition Integration, Executive Management, Team Leadership, Leadership Development, Commercial Banking, Technology Management, Loan Operations, Business Process..., Strategic Planning, Mentoring, Recruiting, Facilities Management, Operations Management, Change Management, Cross-functional Team..., Loans, Senior Executive..., Experienced Change Agent, Operational Streamlining, Commercial Lending, Portfolio Management, Cash Management, Small Business Lending, Banking, Credit, Mortgage Lending, Credit Analysis, Treasury Management, Process Improvement, Leadership, Asset Based Lending, Strategy, Consumer Lending, Financial Risk, Training, Management, Team Building, Due Diligence, Underwriting, Program Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Enterprise Risk..., Financial Analysis, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
BSM, Management
Ashoka 1999 - Present
The Nature Conservancy 1991 - 1999
The Nature Conservancy 1991 - 1998
Citibank 1990 - 1991
Security Pacific National Bank 1988 - 1990
Chemical Bank 1979 - 1988
Skills
Social Entrepreneurship, Non-profits, Fundraising, International..., Grant Writing, Philanthropy, Program Development, Corporate Social..., Volunteer Management, Community Outreach, Capacity Building, Sustainability, Strategic Planning, Public Speaking, NGOs, Team Leadership, Social Enterprise, Leadership, Nonprofits, Proposal Writing, Policy Analysis, Grants, Empathy, Strategic Communications, Marketing, Budgets, Management, Policy, International Relations, Organizational..., Government, Community Development, Public Policy, Strategy, Workshop Facilitation, Social Impact, Program Management
Education
Wharton Business School 1988 — 1990
Master of Business Administration (M.B.A.)
Amherst College 1974 — 1979
Bachelor's degree, English Literature, General
L'Institute de Touraine, Tours, France
Certificate, French Language and Literature
La Sorbonne, Paris, France
Certificate, French Language
La Universidad de Guadalajara, Guadalajara, Mexico
Certificate, Spanish Language and Literature
Symantec December 2012 - Present
Independent October 2010 - Present
Learn Live Now March 2012 - September 2012
Bank of America September 2009 - December 2011
Bank of America July 2008 - December 2009
Countrywide January 2007 - April 2009
Countrywide July 2003 - January 2007
Countrywide November 1994 - July 2003
Xypro January 1991 - January 1993
Security Pacific National Bank January 1984 - December 1990
Skills
Graphic Design, Government, HRIS, IT Operations, Integration, Innovation, Key Performance..., Leadership, Management, Microsoft Office, Marketing Research, Mortgage Banking, Mortgage Servicing, Non-profits, Organization, Problem Solving, Project Management, Project Planning, Restructuring, Systems Analysis, SDLC, Training Facilitation, Administrative..., Analysis, Business Analysis, Business Development, Business Strategy, Customer Satisfaction, Project Coordination, Coordination, Consulting, Corporate Communications, Creativity, Community Outreach, Curriculum Design, Educational Leadership, Program Management, Strategic Planning, Training Delivery, Technical Leadership, Vendor Management, Human Resources, Business Process..., Team Building, Quality Assurance
Education
Moorpark College
Experience Unlimited Irvine Chapter 2012 - 2013
CommerceWest Bank September 2008 - June 2011
Cal National Bank 2006 - 2008
Del Mar Realty & Investments 2002 - 2006
U. S. Bank, formerly Southern California Bank, formerly National Bank of Southern California 1995 - 2002
Wells Fargo 1994 - 1995
Coldwell Banker Residential Brokerage 1991 - 1993
Huntington National Bank CA 1990 - 1991
Liberty National Bank 1988 - 1990
Security Pacific National Bank 1981 - 1988
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Commercial Mortgages, Asset Based Lending, Small Business Lending, Banking, Credit Analysis, Lines Of Credit, Underwriting, Real Estate, SBA, Cash Management, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Commercial Real Estate, Risk Management, Marketing, Sales, Cash Flow, Small Business, Training, Loan Origination, Consumer Lending, Management, Business Development, Investment Properties, Relationship Management, Finance, Referrals, Refinance, Treasury Management, Construction Loans, Mortgage Banking, Investments, Real Estate Financing
Education
California State University-Los Angeles
B.S. Business Administration, Specialization in Finance
Pershing May 2010 - Present
JPMorgan Chase July 2008 - January 2010
Bear Stearns April 1997 - June 2008
Wedbush Morgan Securities March 1996 - April 1997
Lazard Frederick & Company October 1994 - December 1995
Malaga Bank July 1992 - September 1994
Security Pacific National Bank August 1989 - July 1991
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Lending, Financial Services, Series 24, Investor Relations, Connecting People, Corporate Actions, Operational Risk, Credit, Client Services, People Skills, Relationship Management, Investment Advisory, Back Office, Networking
Education
University of Southern California
Bachelor of Arts, Communication Arts and Sciences
Miraleste High School 1986 — 1986
Punahou School 1981 — 1986
Century Paving, Inc. Vice PresidentCoastal Paving Inc.April 2011 - Present
Century Paving, Inc. January 1990 - Present
Security Pacific National Bank June 1989 - December 1991
Skills
Construction, Contractors, Program Management, Concrete, Contract Negotiation
Education
California State University-Fullerton 1993 — 1995
None, Accounting
Western State University College of Law 1992 — 1993
None, Law
University of California, San Diego 1987 — 1992
BA, Political Science
Sonora High
Better Homes August 2009 - Present
Self Employed January 2003 - Present
Kendall's Allwood Furniture April 1990 - April 2005
Security Pacific National Bank October 1987 - January 1990
Bank of America July 1985 - October 1987
Skills
Securities, Financial Markets, Bonds, Real Estate, Asset Management, REO, Negotiation, Real Estate Transactions, Marketing
Education
California State University-Sacramento 1981 — 1985
Bachelor of Business Administration (BBA), Finance and Economics
California State University-Sacramento
Bachelor of Business Administration (BBA), Finance and Economics
Los Angeles County Metropolitan Transportation Authority 1994 - Present
Los Angeles County Metropolitan Transportation Authority February 1995 - September 2000
Los Angeles County Metropolitan Transportation Authority December 1994 - February 1995
Enterprise Rent-A-Car 1990 - 1992
Security Pacific National Bank 1982 - December 1989
Skills
Physical Security, Transportation Security, Emergency Response to..., Homeland Security, Public Safety, Patrol, Security, Certified Firearms..., Dispatching, Firearms, CCTV, Photography, Machining, Carpentry
Education
American Military University 2015 — 2016
Certificate, Security Management
The Master's College 1990 — 1992
History
Glendale Community College 1988 — 1989
Los Angeles City College 1984 — 1988
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Medicines360 March 2014 - Present
Archimedes September 2007 - December 2013
Arcadian Health Plan, Inc March 2005 - September 2007
The Tides Center April 2002 - March 2005
Adesso Healthcare Technology January 1999 - January 2001
PacifiCare Health Systems May 1997 - June 1999
PacifiCare Health Systems January 1996 - January 1997
PacifiCare Health Systems March 1993 - February 1996
PacifiCare Life & Health and California January 1993 - January 1996
Security Pacific National Bank January 1988 - January 1990
Skills
Forecasting, Financial Analysis, Managerial Finance, Strategic Planning, Mergers & Acquisitions, Accounting, Auditing, Budgets, GAAP, Management, Start-ups, Analysis, Internal Controls, Finance, General Ledger, Banking, Variance Analysis, Account Reconciliation, Executive Management, Accounts Payable, Cash Management, Program Management, Payroll, Venture Financing, Start-up Ventures, Project Management, Facility Relocation, Employee Benefits, Salesforce.com, Zuora, Tax, Leadership, Strategy, Process Improvement
Education
California State University-Fullerton 1995 — 1998
MBA, Finance
California State University-Fullerton 1984 — 1989
BA, Finance, German
San Francisco State University
Accounting
Four Corners Consulting Group July 2012 - Present
Arizona SBDC Network June 1994 - February 2013
White Mountain Goat Dairy, Inc. February 1992 - May 1997
Security Pacific National Bank March 1977 - January 1992
Skills
Fundraising and project..., Training in small..., Financial Analysis, Technical Assistance..., Start-ups, Distance Learning, Leadership, Program Management, Public Speaking, Higher Education, Small Business, E-Learning, Grant Writing, Strategic Planning, Teaching, Entrepreneurship, Mergers & Acquisitions, Staff Development, Training, Leadership Development, Team Building, Management, Business Strategy, Business Development, Fundraising
Education
Nothern Arizona University 2000 — 2002
MEd, Educational Technology
California State Polytechnic University-Pomona 1972 — 1976
Bachelor's degree, Agriculture Business Management
Regions Financial Corporation March 2013 - Present
Edward Jones February 1997 - April 2011
Security Pacific National Bank March 1994 - February 1997
Skills
Public Speaking, Organizational Design, Creative Problem Solving, Marketing Strategy, Analytical Reasoning, Winning Others Over, Solution Focused, Management, Retail Banking, Banking, Business Planning, Customer Service, Event Planning, Finance, Leadership, Loans, Portfolio Management, Team Building
Education
Azusa Pacific University
Public Relations, Advertising, and Applied Communication
Renton Technical College
Disneyland Resort 2009 - Present
Disneyland Hotel 1991 - 2009
Disneyland Resort 1991 - 1992
Security Pacific National Bank 1990 - 1991
Mercury Savings and Loan 1978 - 1990
Skills
Outlook, Payroll, Administrative..., Purchasing, Office Management, Event Planning, Data Entry, Office Administration, Spreadsheets, Process Scheduler, Telephone Skills, PowerPoint, Microsoft Word, Time Management, Access, Administration, QuickBooks, Administrative..., Microsoft Office
Education
Kennedy High School
Long Beach City College
Management / Broadcasting / Sign Language
Mortgage Lending Contractor April 2001 - June 2013
Mortgage Lending Contractor April 2001 - April 2013
Mortgage Lending Contractor March 1989 - May 2010
Residential Money Centers/GMAC October 1999 - April 2001
Residential Money Centers/GMAC October 1999 - April 2001
Mortgage Lending Temporary May 1993 - October 1999
Security Pacific National Bank July 1987 - May 1993
Swing-shift May 1988 - June 1988
Century National Mortgage Corporation February 1987 - June 1987
Skills
Mortgage Lending, FHA, Underwriting, Loan Servicing, Reverse Mortgages, Data Entry, Outlook, PowerPoint, Real Estate Transactions, VA loans, Long-term Care, Management, Investments, Credit
Education
Golden West College 1978 — 1981
Associates, Business Management
Golden West College
A.A. Degree, Business Management
Southern California Association of Governments July 2011 - Present
TRANSAMERICA/AEGON USA December 2005 - December 2010
UNION BANK OF CALIFORNIA October 2004 - December 2005
CITIZEN WATCH COMPANY OF AMERICA, INC February 1991 - October 2004
KEENAN & ASSOCIATES December 1989 - January 1991
KNAPP COMMUNICATIONS CORPORATION July 1987 - December 1989
JENSEN CORPORATION January 1986 - July 1987
SECURITY PACIFIC NATIONAL BANK June 1981 - December 1985
Skills
Budgets, Microsoft Office, Training, Project Management, Microsoft Excel, Analysis, Customer Service, Leadership, Management, Policy, PowerPoint, Process Improvement, Procurement, Program Management, Project Planning, Strategic Planning, Team Building
Education
University of Redlands 2002 — 2004
Master of Arts, Management
University of Redlands 2000 — 2002
Bachelor of Science, Business & Management
El Camino College
Associate, Arts of Speech Communication
Los Angeles Bible Training School
Bible Diploma, Christian Studies
Forteza Designs January 1967 - Present
SLS Environetics January 1973 - January 1976
Langdon and Wilson Architects January 1970 - January 1973
The City Management Corporation January 1966 - January 1970
Albert Parvin Company January 1967 - January 1968
Security Pacific National Bank January 1966 - January 1967
Chaix and Johnson, Architects January 1966 - December 1966
Welton Becket Associates January 1965 - January 1966
Killingsworth, Brady and Associates January 1964 - January 1965
Education
California State University-Long Beach 1968 — 1974
Interior Planning and Design
Long Beach City College
Art Major
Motown Enterprise January 2012 - Present
The Penguin Restaurant September 2013 - May 2015
Motown Enterprise/Affordable Care With Kindness July 2013 - September 2014
Arlington Independent School District October 2007 - March 2012
Plymouth Educational Center August 2002 - December 2005
Sylvan Learning Center February 1999 - August 2002
St. Scholastica Catholic School September 1999 - June 2002
Standard Federal Bank May 1992 - August 1995
Security Pacific National Bank June 1991 - April 1992
Skills
Customer Service, Management, Teaching, Training, Leadership, Data Entry, Strategic Planning, Microsoft Office, Public Speaking, Team Building, Coaching, Invoicing, Research, Lesson Planning, Payroll, Excellent..., ..., Time management, Team Building, Organization, Customer Centricity, Minister of Music, Playing Piano / Organ, Choral instruction, Counseling for battered..., motivation for at risk...
Education
University of Phoenix 2010 — 2013
Master’s Degree, Psychology, 3.8
University of Phoenix 2008 — 2010
Bachelor's Degree of Science, Psychology
Tender Care (Michigan) Incorporated 2000 — 2001
Certificate of completion, Nursing Assistant/Aide and Patient Care Assistant/Aide, 75 Hour Training Course
Marygrove College 1994 — 1995
Certificate of Completion, Phlebotomy Technician/Phlebotomist, 3.6
Ross Technical Institute 1994 — 1995
Certificate of Completion, Allied Health and Medical Assisting Services, 3.2
Improvetec September 2008 - Present
ADG 2003 - September 2008
SEMI 2002 - 2002
Saqqara 2000 - 2002
Ascent Logic 1989 - 1999
Xypro 1985 - 1989
Security Pacific National Bank 1985 - 1989
INteractive Systems 1985 - 1989
Knox Data May 1977 - January 1980
CSUN 1975 - 1977
Skills
Agile Methodologies, Enterprise Software, Product Development, Management Consulting, SaaS, Software Development, Requirements Analysis, Cloud Computing
Education
Massachusetts Institute of Technology 1968 — 1970
BS
Harvey Mudd College 1966 — 1968
Atlanta VDL Fund 2011 - Present
Atlanta VDL Fund 2008 - 2011
PEC Development Group 2005 - 2007
Colony Homes / KB Home 2002 - 2005
SunTrust Equitable Securities 1997 - 2000
Riverwood International Corporation 1996 - 1997
KBC Bank N.V. 1993 - 1996
Manufacturers Hanover Trust / Chemical Bank 1984 - 1992
Security Pacific National Bank 1980 - 1983
Skills
Real Estate Development, Real Estate, Real Estate Economics, Due Diligence, Investment Properties
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Finance
University of Notre Dame 1976 — 1980
B.B.A., Business - Finance
American Honda Finance Corp April 2013 - Present
American Honda Finance Corporation March 2011 - April 2013
American Honda Finance Corporation September 2007 - March 2011
Jefferson Wells August 2004 - August 2007
Jacobs Engineering Group Inc. 1993 - 2004
Southwest Marine, Inc. 1991 - 1993
Rockwell International, Inc. 1987 - 1991
Security Pacific National Bank 1978 - 1987
Skills
Program Management, Analysis, Strategic Planning, Coaching, Leadership Development, Microsoft Office, SOX, Customer Relations, Process Improvement, Audit, Sarbanes-Oxley Act, Team Building, Risk Management, Budgets, Event Planning, Change Management, Financial Analysis, Internal Controls
Education
California State University-Long Beach - College of Business Administration 1973 — 1981
BS Finance, Option in Financial Management
Long Beach Polytechnic 1970 — 1973
High school diploma
Conover Consulting January 1994 - Present
Azusa Pacific University January 2012 - May 2013
San Diego Trust and Savings Bank December 1989 - December 1993
Security Pacific National Bank October 1984 - December 1989
Skills
Human Resources, Performance Management, Training, Strategy, Management, Career Development, HR Consulting, Workforce Planning, Job Descriptions, Employee Training, HR Policies, Employment Law, Organizational Design, Performance Appraisal, Coaching, Leadership Development, Management Consulting, Consulting, Strategic Planning
Education
San Diego State University-California State University 1986 — 1993
MBA, Human Resources Management
Grinnell College 1980 — 1984
Bachelor of Arts, Economics
Bank of America Merrill Lynch 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America 2004 - 2008
Mellon Bank 1999 - 2004
Citigroup 1993 - 1999
Security Pacific National Bank 1989 - 1992
Skills
Commercial Banking, Treasury Services, ACH, Cash Management, Treasury Management, Investments, Liquidity Management, Financial Services, Electronic Payments, Payments, Cross Selling, Banking Relationships, SWIFT payments, Financial Transactions, Treasury, Merchant Services, Credit Cards, Payment Systems, Relationship Management, Banking, Internet Banking, Liquidity
Education
Occidental College 1985 — 1989
Lakeside School 1981 — 1985
XL Catlin September 2011 - Present
QBE Americas November 2008 - August 2011
Exporters Insurance May 2007 - November 2008
TD Securities 2003 - 2007
Banca Intesa 2001 - 2003
Rabobank 1995 - 2001
WestLB May 1991 - September 1995
Security Pacific National Bank January 1982 - May 1991
Skills
Underwriting, Political Risk Analysis, Risk Management, Insurance, Financial Risk, Credit Risk, Credit Analysis, Credit, Reinsurance, Structured Finance, Banking, Financial Analysis, Due Diligence, Corporate Finance, Brokers, Trade Finance, Valuation, Emerging Markets, Capital Markets, Portfolio Management, Commercial Banking, Investments, Financial Modeling, Financial Structuring, Asset Management, Finance, Trading, Credit Insurance, Commercial Insurance, General Insurance, Loans, Mergers & Acquisitions, Relationship Management, Financial Institutions, Export Finance
Education
Pomona College
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Lumens Light + Living 2012 - Present
Security Pacific National Bank 1989 - 1991
Western Design Corp. 1982 - 1984
Education
California State University-Fullerton 1981 — 1987
Southern California Edison April 2008 - Present
Pacific Crossing/Southern California Edison October 2007 - April 2008
Spherion June 1998 - January 2007
Home Savings of America August 1989 - March 1998
Security Pacific National Bank November 1977 - August 1989
Skills
Databases, Vendor Management, Software Documentation, Testing, Business Analysis
Education
University of California, Irvine Extension 2011 — 2013
Project Management Certificate, Project Management, 3.85
California State University-Los Angeles 1976 — 1977
Business Administration
Pasadena City College 1974 — 1976
Business Administration
Cushman & Wakefield January 2013 - Present
Twentieth Century Fox - Real Estate Dept. May 2007 - November 2012
Unire Real Estate Group June 2000 - April 2007
Cushman & Wakefield October 1995 - May 2000
Kasama & Associates June 1992 - September 1995
Security Pacific National Bank December 1986 - April 1992
Skills
Real Estate, Commercial Real Estate, Asset Managment, Investment Properties, Corporate Real Estate, Management, Leases, Residential Homes, Property Management, Real Estate Transactions, Asset Management, Portfolio Management, Real Estate Development, Contract Negotiation, Finance
Education
California State University-Los Angeles 1983 — 1988
Don Bosco Technical Institute 1979 — 1982
Automobile Club of Southern California March 2012 - May 2013
CB Richard Ellis March 2007 - July 2011
Hewitt Associates October 1985 - January 2007
Hewitt Associates 1985 - 2007
Security Pacific National Bank 1981 - 1986
Skills
Business Continuity, Disaster Recovery, Disaster Preparedness, Disaster Response, Emergency Operations, End User Support, IT Operations, IT Management, Vendor Management, Technical Support, Business Continuity..., Incident Management, Emergency Management, Risk Assessment, Leadership, Outsourcing, Risk Management, Data Center, Visio, IT Strategy, Governance, Program Management, Security, Enterprise Architecture, Information Security, Change Management, ITIL, Software Documentation, Enterprise Risk..., Information Technology, Process Improvement
Education
University of California, Riverside 1972 — 1976
Master of Science (MS), Statistics
California Polytechnic State University-San Luis Obispo 1970 — 1972
Bachelor of Science (B.S.), Zoology/Animal Biology
California Polytechnic State University-San Luis Obispo 1968 — 1972
Bachelor of Science (B.S.), Zoology/Animal Biology
California Polytechnic State University-San Luis Obispo 1968 — 1972
California Polytechnic State University-San Luis Obispo 1968 — 1972
Bachelor of Science (BS), biology
The William Fall Group / Valuation Partners August 2007 - Present
ACC Capital Holdings / Ameriquest August 2004 - February 2007
Fremont Investment and Loan December 1999 - August 2004
Pacific Thrift and Loan June 1997 - November 1999
Aames Financial Services April 1996 - June 1997
First Interstate Bank February 1993 - April 1996
Security Pacific National Bank April 1986 - February 1993
Skills
Investment Properties, Foreclosures, Real Estate, Appraisals, REO, Short Sales, Residential Homes, Single Family Homes, First Time Home Buyers, Commercial Real Estate, Real Estate Development, Sellers, Mortgage Lending, Valuation, FHA, Investors
Education
California State University-Fullerton - College of Business and Economics 1979 — 1984
Real Estate Finance
Union Bank September 2002 - Present
Comerica Bank 1992 - 2002
Security Pacific National Bank 1980 - 1992
Skills
Mergers, Corporate Finance, Financial Analysis, Due Diligence, Financial Modeling, Risk Management, Credit, Private Equity, Loans, Banking, Asset Based Lending, Capital Markets, Credit Risk, Investments, Strategic Planning, Treasury Management, Restructuring, Middle Market, Cash Management, Mergers & Acquisitions, Commercial Lending, Finance, Strategy, Portfolio Management, Credit Analysis, Business Strategy, Leadership, Commercial Banking, Management, Business Planning
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Science (BS), Accounting and Finance
Stanford University Graduate School of Business
Executive Management Program, Banking-Credit/Financial Mgmt
ClubFace Golf January 2007 - Present
Simpson Capital Management May 1999 - Present
Imperial Trust Company May 1995 - May 1999
Security Pacific National Bank September 1990 - February 1995
Skills
Portfolio Management, Strategic Financial..., Management, Financial Analysis, Public Speaking, Finance, Start-ups, Strategic Planning, Investments, Budgets, Mergers & Acquisitions, Entrepreneurship, Corporate Finance
Education
Arizona State University 1977 — 1978
MBA, Finance
Bethany College 1973 — 1977
BA, Economics
MUFG Union Bank June 2015 - Present
MUFG Union Bank October 2011 - June 2015
Kinecta Federal Credit Union June 2010 - September 2011
Kinecta Federal Credit Union April 2008 - June 2010
Countrywide Bank October 2004 - April 2008
Washington Mutual November 1999 - October 2004
Fidelity Federal Bank January 1998 - January 2000
Fidelity Federal Bank January 1997 - January 1998
Home Savings of America January 1988 - January 1997
Security Pacific National Bank January 1986 - January 1988
Skills
Risk Management, Banking, Risk Assessment, Real Estate, Credit, Software Documentation, Auditing, Executive Management, Customer Service, Internal Audit, Financial Services, Enterprise Risk..., Internal Controls, Financial Risk, Operational Risk, Loans
Education
College of the Canyons 2004 — 2008
Associate's Degree, Business Administration - Accounting
Partners Capital Solutions, Inc. January 2012 - Present
CREW Los Angeles 1989 - 2013
HomeAid Los Angeles/Ventura 2002 - December 2012
The Private Bank of California 2007 - 2010
City National Bank 1991 - 2007
Security Pacific National Bank 1986 - 1991
Skills
Real Estate, Loans, Credit, Real Estate Economics, Financial Analysis, Portfolio Management, Commercial Lending, Commercial Mortgages, Credit Analysis, Commercial Banking, Banking, Asset Management, Real Estate Transactions, Disposition, Investments, Due Diligence, Valuation, Mortgage Lending, Commercial Real Estate
Education
Northwestern University
BA, Economics
Southern Methodist University - Cox School of Business
MBA, Finance
Lake Forest Academy / Ferry Hall School
High School
Cherry Creek Lakeland Terriers 1990 - 2015
CDC Small Business Finance 2001 - 2003
Valley Independent Bank 1989 - 1995
Valley Independent Bank 1987 - 1994
Security Pacific National Bank 1987 - 1988
Production Credit Association / Federal Land Bank 1980 - 1987
Skills
Real Estate, Agriculture, Agricultural Lending, Commercial Lending, Real Estate Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Mortgages, Loans, Strategic Planning, Credit, Fundraising, Nonprofits, Loan Origination, Customer Service, Mergers & Acquisitions, Commercial Banking, Real Estate Financing, Credit Risk, Investment Properties, Underwriting, Real Estate Economics, Banking, Real Estate Transactions, Financial Analysis, Portfolio Management, Due Diligence, Risk Management, Asset Management, Economic Development, Farms, Financial Structuring, Negotiation, New Business Development, Refinance, Residential Mortgages, Retail Banking, Sales, Small Business, Sustainable Agriculture
Education
California Polytechnic State University-San Luis Obispo 1969 — 1971
B.S., Agricultural Business Management
Pacific Grove High School
Bridge Bank April 2006 - Present
Greater Bay Bank 1998 - 2006
Bank of the West 1985 - 1998
Security Pacific National Bank 1971 - 1983
Skills
Loans, Cash Management, Asset Based Lending, Commercial Lending
Education
Chaffey College
BAE Systems March 2011 - Present
TYBRIN Corp August 2005 - March 2011
Owen & Associates July 2004 - July 2005
San Luis Coastal Unified School District July 1996 - June 2004
Covina-Valley Unified School District September 1990 - June 1996
Security Pacific National Bank February 1980 - June 1989
Southern California Gas Company June 1977 - February 1980
Skills
Information Assurance, Security, DoD, Network Security, Systems Engineering, CISSP, Computer Security, Information Technology, Configuration Management, Program Management, Information Security, Testing, Security Clearance, Integration, DIACAP, Data Center, Information Security..., Servers, NIST, Networking, Vulnerability Assessment, Software Development, PMP, Project Management, System Architecture, Disaster Recovery, Requirements Analysis, Earned Value Management, Databases, Government Contracting, CMMI, FISMA, Risk Assessment, Firewalls, Enterprise Architecture, DITSCAP, Business Continuity, NISPOM, System Design, Software Installation, Management, Management Consulting, Customer Service, Microsoft Office, Strategic Planning, Vendor Management, Project Management..., Information Technology..., IT Management
Education
California State Polytechnic University-Pomona 1981 — 1983
MBA, Business Administration
California State Polytechnic University-Pomona 1973 — 1977
Bachelor of Science (BS), Computer Information Systems
Self September 1988 - Present
Quadrangle Advisors 1990 - June 2005
First City National Bank 1972 - 1988
Security Pacific National Bank August 1966 - April 1972
Skills
Banking, Financial Analysis, Portfolio Management, Commercial Lending, Loans, Strategic Planning, Mergers & Acquisitions, Real Estate, Investments, Credit, Corporate Finance, Credit Analysis, Executive Management, Private Equity
Education
The University of Texas at Austin, MBA, 1966; Passed CPA Exam 1969 1964 — 1966
Master of Business Administration (MBA), Finance, General
Georgetown University - The McDonough School of Business 1960 — 1964
BSBA, Accounting and Finance
Bank of America April 2008 - December 2008
LaSalle Bank/ABN AMRO Bank 1993 - 2008
ABN AMRO 1993 - 2008
ABN AMRO Bank 1993 - 2007
Security Pacific National Bank June 1986 - September 1993
Skills
Real Estate, Commercial Banking, Treasury Management, Middle Market
Education
Purdue University
B.A., Liberal Studies - concentration Marketing, and Organizational Leadership and Supervision
Aviation Consulting & Management, Inc. August 2000 - Present
UniCapital Corporation March 1998 - July 2000
BNY Mellon March 1991 - March 1998
Citicorp North America January 1982 - December 1990
Security Pacific International Leasing, Europe, Inc. September 1974 - December 1977
Security Pacific National Bank January 1973 - September 1974
Security Pacific National Bank April 1971 - January 1973
Skills
Aircraft Leasing, Due Diligence, Management Consulting, Risk Management, Financial Analysis, Executive Management, Team Building, Credit, Corporate Finance, Finance, Restructuring, Credit Risk, Banking, Mergers & Acquisitions, Portfolio Management, Management, Financial Risk, Financial Modeling, Asset Management, Business Planning, Capital Markets, Commercial Lending, Financial Services, Financial Structuring, Investment Banking, Investments, Loans, Private Equity, Strategy, Valuation
Education
Baruch College, City University of New York (CUNY) 1956 — 1965
BBA, MBA, Finance & Investments
NAIC February 2011 - Present
NYS Insurance Dept August 2000 - February 2011
RBC 1994 - 1999
Security Pacific National Bank 1987 - 1992
TD 1983 - 1987
First National Bank in St. Louis 1977 - 1983
Skills
Portfolio Management, Investments, Capital Markets, Derivatives, Insurance, Risk Management, Public Speaking, Strategic Planning, Financial Analysis, Corporate Governance, Financial Risk, Microsoft Excel, Research, Financial Reporting, Policy, Accounting, Legal Research, Internal Controls, Litigation, Public Relations
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance
Macalester College 1971 — 1975
BA, Economics, Political Science
Wells Fargo Bank N.A. March 2007 - Present
U.S. Bank N.A. March 2002 - February 2007
Security Pacific National Bank March 1982 - May 1991
Bank of America N.A. June 1978 - March 1982
Skills
Commercial Banking, Commercial Lending, Finance, Credit, Underwriting, Loans, Relationship Management, Banking, Financial Services, Financial Risk, Capital Markets, Treasury Management, Cross Selling
Education
Boston University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science (BS), Finance
UBS October 2005 - Present
Principia Partners April 2001 - October 2005
ICOR Brokerage Inc. April 2000 - January 2001
Infinity, A Sungard Company December 1995 - April 2000
Consultant December 1992 - November 1995
DKB Financial Products November 1991 - November 1992
Security Pacific National Bank May 1986 - October 1991
Skills
Credit Risk, Business Analysis, Project Management, Electronic Trading, Credit Derivatives, Vendor Management, Capital Markets, New Business Development, Fixed Income, FX Options, Strategic Planning, Change Management, Business Planning, Derivatives, Asset Managment, Budgets, Back Office, Trading Systems, Cross-functional Team..., Product Management, Program Management, Trading, Equities, Start-ups, Interest Rate..., Investment Banking, Portfolio Management, Risk Management, Business Intelligence, Market Data, Process Improvement, Business Development, Management, Product Development
Education
Pace University 1983 — 1987
Business, Marketing
Montecito Bank & Trust November 2004 - Present
Bank of America 1991 - 1998
Security Pacific National Bank 1972 - 1991
Skills
Public Relations, Retail Banking, Credit, Financial Modeling, Loans, Commercial Banking, Event Planning, Management, Loan Origination, Budgets, New Business Development, Private Banking, Mergers & Acquisitions, Wealth Management, Sales Management, Small Business Lending, Customer Service, Commercial Lending, Sales, Valuation, Coaching, Business Strategy, Investments, Credit Analysis, Marketing, Treasury Management, Mortgage Lending, Underwriting, Portfolio Management, Leadership, Real Estate, Banking, Strategic Financial..., Series 7, Microsoft Excel, Strategic Planning, Financial Analysis, Business Development, Organizational..., Leadership Development, Entrepreneurship, Fundraising, Accounting, Asset Management, Social Media, Risk Management, Team Building, Nonprofits, Auditing, Finance
Education
University of California, Santa Barbara 2002 — 2005
PhD - candidate (not earned yet!), Education/Composition & Rhetoric
California State University-Northridge 2000 — 2002
M.A., English/Composition & Rhetoric
Pacific Coast Banking School 1984 — 1986
Graduate School of Banking, Banking, Finance
California State University-Northridge 1973 — 1977
B.A., English
UCLA 1971 — 1972
none, Science and English
Marymount High School, Los Angeles 1967 — 1971
Diploma
Contra Costa County April 2004 - Present
Rodeo Baseball Association August 2008 - Present
The Business Doctor / PC Doctor November 2001 - Present
Rodeo Baseball Association August 2006 - July 2008
Bank of America July 1993 - November 2001
Security Pacific National Bank November 1988 - June 1993
Proprietary Computer Systems January 1985 - December 1987
Beverly Enterprises January 1982 - December 1985
National Data Corporation January 1981 - December 1981
Proprietary Computer Systems. Inc January 1978 - December 1980
Skills
Software Project..., Product Management, SDLC, Product Marketing, Sales Management, Change Management, Mergers, Technology Integration, Customer Service, Cpr Certified, Integration, Business Analysis, Mergers & Acquisitions, Strategic Planning, Team Building, IT Management, Program Management, Cross-functional Team..., Business Process..., Leadership, Vendor Management, Enterprise Architecture, Management, Start-ups, Marketing, Cloud Computing, Analysis, Project Management, Product Development, Banking, Team Leadership, Sales Operations, Process Improvement, IT Strategy, CRM, Networking, Risk Management, Finance, Sales, Requirements Analysis, Information Technology, Project Portfolio...
Education
Santa Clara University 1973 — 1977
Business Administration and Computer Science
California State University-East Bay
Sociology
Peak Performance March 2004 - Present
Venture Distributors Group January 1994 - February 2004
Union Bank November 1987 - December 1990
Security Pacific National Bank November 1986 - October 1987
Security Pacific National Bank May 1986 - November 1986
Skills
Account Management, Customer Satisfaction, Customer Retention, B2B, Automotive, Product Marketing, Marketing Communications, Sales Operations, Training, Loans, Commercial Lending, Sales Process, Sales Management, Selling, Automobile, Market Planning, Vehicles, Team Building, Key Account Management, Sales Presentations, New Business Development, Profit, Lead Generation, Sales, Marketing, CRM, Competitive Analysis, Direct Marketing, Business Development, Marketing Strategy, Cold Calling, Direct Sales, Forecasting, Negotiation, Salesforce.com, Advertising
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
Business Administration, Finance/Property Management
Public Interest Investigations, Inc. 2009 - Present
Work Matters 2005 - Present
Long Beach Memorial Medical Center 2013 - 2014
Warner Bros. Entertainment, Inc. 1995 - 2005
Bank of America 1992 - 1995
Security Pacific National Bank 1978 - 1992
Skills
Employee Relations, Workplace Investigations, Employment Law, Human Resources, Workplace Harassment, Discrimination, Conflict Resolution, Employee Handbooks, Legal Compliance, Training, Policy Development, HR Policies, Executive Coaching, Management, Performance Management, Compliance, Coaching, Policy, Private Investigations
Education
Immaculate Heart High School
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
University of California, Santa Barbara
B.A., Cultural Anthropology, U.S. History
System Source 2011 - Present
Workplace Resource Southern California 1990 - July 2011
Security Pacific National Bank 1983 - 1988
Skills
Space-planning, Move Management, Design Research, Interior Design, SketchUp, Sketching, Furnishings, FF&E, Space planning, Custom Furniture, Systems Furniture, Interior Architecture, Finish, 3D rendering, Floor Plans, Commercial Design, CAP Studio, Concept Design, Retail Design, Rendering, Finish Selections, FF&E Specifications, Upholstery, Sustainable Design, Residential Design, Submittals, Architectural Drawings, Space Planning, 3D Rendering
Education
Art Center College of Design 1974 — 1977
Environmental Design
Agoura High School
Wedbush Securities July 2011 - Present
Bank of New York Mellon March 2008 - February 2009
Bank of New York Mellon July 2004 - March 2008
AIG SunAmerica August 2003 - July 2004
AIG SunAmerica 1989 - 2003
Guardian Savings and Loan 1988 - 1989
Security Pacific National Bank 1986 - 1988
Skills
Analysis, Risk Management, Portfolio Management, Mutual Funds, Financial Analysis, Investments
Education
Bowling Green State University 1982 — 1986
Bachelor of Science, Business Administration
FXCM August 2012 - Present
MND Partners/Peak6 February 2011 - August 2012
Magna Capital Advisors December 2008 - February 2011
Forex Funds LLC April 2006 - February 2011
Cape Capital Management LLC December 1999 - December 2008
Dresdner Bank A. G. June 1992 - May 1998
Security Pacific National Bank April 1985 - July 1992
Bank of Nova Scotia April 1984 - April 1985
Commodities Corporation November 1981 - March 1984
Skills
Risk Management, Asset Management, Financial Markets, Due Diligence, FX trading, Hedge Funds, Capital Markets, Proprietary Trading, Options, Market Making, Trading, Hedging, Fixed Income, Trading Systems, Electronic Trading, Commodities, FX, Currency, Start-ups, Technical Analysis, Management Consulting, Financial Institutions, Banking, Risk, Compliance, AML, FX Options, ALM
Education
Pace University - Lubin School of Business 1980 — 1983
M.B.A., Financial Management
City University of New York City College
B.A., Economics
Lyfix Labs March 2010 - Present
Alice Becker Inc. 2000 - Present
Law Offices of Hadden Roth March 2001 - October 2011
American Precision Industries January 1983 - August 1991
San Diego Country Credit Union February 1983 - July 1991
Ocean Pacific Sunware January 1980 - January 1983
Yarn Loft International January 1978 - January 1980
Security Pacific National Bank January 1975 - January 1978
Education
Palomar College 1975 — 1978
AA, Business
College of Marin 1974 — 1975
AA, Business
Minerva Advisors 1996 - Present
Jet Delivery, Inc. Vice PresidentApria Healthcare1991 - 1996
Bank of California 1988 - 1989
Security Pacific National Bank 1983 - 1986
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Start-ups, Management Consulting, Executive Management
Education
Harvard Business School 1989 — 1991
MBA, General Management
Santa Clara University 1978 — 1982
BSC, Marketing & Finance
Intech Funding Corp July 1998 - Present
Community Bank 1988 - 1998
Security Pacific National Bank 1983 - 1988
Skills
New Business Development, Sales Management, Product Development, Negotiation, Sales, Strategic Planning, Process Improvement, Product Marketing, Business Strategy, Manufacturing, Sales Operations, Business Planning, Team Building, Customer Service, Start-ups, Product Management, Lean Manufacturing, Contract Negotiation, Operations Management, Budgets, Sales Process, Business Development, International Sales, Account Management, Salesforce.com, Cross-functional Team..., Purchasing, Direct Sales, Project Management, Continuous Improvement, Marketing Strategy, Selling, Income Statement, Supply Chain Management, Forecasting, Key Account Management, Competitive Analysis, Automotive
Education
California State University-Northridge 1982 — 1988
B.A., Political Science
LACERA 2004 - Present
Los Angeles Department of Water and Power 1999 - 2001
Nestle 1996 - 1999
Home Savings of America 1989 - 1993
Gould Navcom 1988 - 1989
Mitsubishi Electric 1987 - 1988
Security Pacific National Bank 1982 - 1987
Edison International 1980 - 1982
Skills
IBM Mainframe, JCL, MVS, z/OS, Mainframe, TSO, ISPF, CICS, JES2, Data Center, VSAM, Disaster Recovery, REXX, Enterprise Architecture, COBOL
Education
Pomona College 1971 — 1975
B.A., Mathematics
Bank of the West March 2011 - June 2014
Greystone Bank May 2009 - September 2010
Greystone MultiUnit October 2007 - May 2009
Impac Commercial Capital Corp. August 2002 - October 2007
Fidelity Federal Bank January 2000 - April 2002
Imperial Capital Bank August 1996 - December 1999
Bank of America April 1992 - April 1995
Security Pacific National Bank September 1977 - April 1992
Education
California State University-Fullerton 1971 — 1973
B.A., Business Admin/Finance
Security Pacific National Bank 1980 - 1996
Skills
Management, Cash Management, Due Diligence
Education
California State University-Fullerton
United Way of Greater Atlanta November 2014 - Present
United Way of Greater Atlanta 2008 - 2014
Parks and Mottola 1995 - 2014
Newnan-Coweta Preservation Trust 2001 - 2005
Bank of Boston 1989 - 1995
Jamestown Properties, Ltd. 1988 - 1989
Security Pacific National Bank 1986 - 1988
Marine Midland Bank 1984 - 1986
Skills
Strategic Planning, Program Management, Non-profits, Financial Analysis, Nonprofits, Leadership, Program Development, Project Management, Team Leadership, Management, Fundraising, Data Analysis, Leadership Development, Analysis, Change Management, Business Process..., Project Planning, Management Consulting, Strategy
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Finance and Healthcare
The College of William and Mary 1980 — 1984
BA, Economics
North LA County Regional Center November 2006 - Present
Tierra del Sol Foundation January 2003 - November 2006
Bill Industries 1986 - 1991
Security Pacific National Bank 1978 - 1984
Skills
Nonprofits, Developmental..., Non-profits, Social Services, Case Managment, Case Management, Community Outreach, Crisis Intervention, Staff Development, Management
Education
California State University-Los Angeles 2004 — 2006
M.S., Counseling
California State University-Los Angeles 2002 — 2004
B.S., Rehabilitation Services
Cushman & Wakefield July 2015 - Present
Situs April 2013 - July 2015
Clayton Holdings April 2011 - April 2013
Consilium Partners 2000 - 2006
Bank of Boston 1991 - 1996
Security Pacific National Bank 1980 - 1991
Skills
Valuation, Portfolio Management, Banking, Risk Management, Asset Managment, Financial Analysis, Due Diligence, Loan Origination, Mergers & Acquisitions, Commercial Banking, Asset Management, Financial Structuring, Financial Modeling, Commercial Lending, Credit Analysis, Underwriting, Financial Services, Series 7, Commercial Real Estate, Equities, Negotiation, Credit, Finance, Mortgage Lending, Loans, Investments, Capital Markets, Structured Finance, Credit Risk, Real Estate Economics, Commercial Mortgages, Securitization, Fixed Income, Funding, Investment Banking, Private Equity, Mortgage Banking, Corporate Finance, Loan Servicing, Securities, Residential Mortgages, Financial Risk, Asset, Cash Management, Real Estate Financing, Real Estate, Executive Management, Asset Based Lending, Investor Relations, Refinance
Education
Drake University 1975 — 1977
MBA, Finance
Jefferies & Co. June 2010 - Present
Credit Suisse LLC March 2009 - October 2009
Deutsche Bank August 2008 - January 2009
Deutsche Bank August 2008 - January 2009
National Financial June 1993 - May 2008
National Financial Services LLC June 1993 - May 2008
Security Pacific National Bank February 1991 - May 1993
The First Boston Corp June 1983 - February 1991
Goldman, Sachs & Co January 1980 - June 1983
The Bank of New York Co. Inc May 1977 - January 1980
Skills
Securities, Capital Markets, Management, Analysis, Corporate Actions, Equities, Leadership, Prime Brokerage, User Acceptance Testing, Financial Services, Account Reconciliation, Risk Management, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Middle Office
Education
Nassau Community College 1977 — 1978
Associates, Business
Featherston Law Firm, P.L. January 2013 - Present
Brasfield, Freeman, Goldis, & Cash P.A. April 2007 - October 2012
Brasfield, Freeman, Goldis, & Cash P.A. May 2006 - April 2007
Stetson University College of Law 2005 - 2006
Marten Transport October 2000 - May 2004
Dick Simon Trucking August 1998 - October 2000
Norlarco Credit Union July 1996 - August 1998
Colorado National Bank 1993 - 1996
Colorado State University 1993 - 1996
Security Pacific National Bank 1990 - 1993
Skills
Litigation, Civil Litigation, Legal Research, Courts, Family Law
Education
Stetson University College of Law 2004 — 2006
J.D., Law
Colorado State University 1992 — 1996
B.S., Business Administration
EverTrust Bank April 2007 - Present
Cathay Bank February 2004 - March 2007
Chinatrust Bank USA January 1997 - November 2003
Tokai Bank April 1994 - January 1997
Olympic National Bank August 1991 - April 1993
Merchant Bank of California August 1988 - June 1990
Mitsui Manufacturers Bank October 1986 - August 1988
Security Pacific National Bank December 1984 - September 1986
Skills
Banking, Commercial Banking, Loans, Internet Banking, ACH, Retail Banking, Bank Secrecy Act, Risk Management
Education
California State University-Northridge
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Bank April 1994 - Present
5th Avenue Theatre 2003 - 2014
Rebco Foods, Inc. April 1993 - April 1994
Bank of America April 1992 - April 1993
Security Pacific National Bank October 1979 - April 1992
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans, Fundraising, Non-profits, Underwriting, Marketing, Banking, Portfolio Management, Treasury Management, Financial Analysis, Leadership, Nonprofits, Commercial Mortgages, Lines Of Credit, Financial Services, Finance
Education
California State University-Fresno 1976 — 1979
BS, Animal Science
Housing Authority County of Los Angeles / Community Development Commission November 2006 - Present
Community Development Commission August 2000 - October 2006
Loyola Marymount University 1993 - July 2000
Security Pacific National Bank 1990 - 1993
Skills
Community Development, Administration, Community Outreach, Employee Relations, Public and Affordable..., Human Resources, Government, System Administration, Organizational..., Policy, Affordable Housing, Economic Development, Program Management, Grants, Policy Analysis, Public Policy, Leadership Development, Local Government, Nonprofits
Education
California State University-Los Angeles 1985 — 1987
B.S., Business Administration
Loyola Marymount University 1982 — 1987
B.S., Biology and Business Admin and California State Univ LA
Loyola Marymount University
Commerzbank AG June 1999 - August 2009
Credit Suisse First Boston 1997 - 1999
Credit Suisse 1991 - 1997
Security Pacific National Bank 1983 - 1991
National Bank of Detroit 1972 - 1983
National Bank of Detroit 1972 - 1983
Skills
Risk Management, Commercial Banking, Credit, Portfolio Management, Investment Banking, Finance, Banking, Capital Markets, Corporate Finance, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Fixed Income, Investments, Leadership, Management
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
DePauw University 1966 — 1969
BA, Economics and Political Science
Silvergate Bank January 2011 - Present
TDA Investment Group January 2010 - Present
TEMECULA VALLEY BANK August 2002 - July 2009
BUSINESS BANK OF CALIFORNIA October 1996 - August 2002
RIVERSIDE NATIONAL BANK July 1993 - October 1996
Community Bank March 1990 - July 1993
SECURITY PACIFIC NATIONAL BANK January 1986 - March 1990
Bank of America March 1980 - January 1986
bank of america February 1970 - July 1985
Skills
Banking, Commercial Real Estate, Loans, Portfolio Management, CRM, Underwriting, Commercial Lending, Mortgage Lending, Commercial Mortgages, Real Estate, Budgets, Management, Leadership, Investments, Real Estate Economics, Small Business Lending, Due Diligence, Investment Properties
Education
Pepperdine University 1976 — 1978
mba, business
California State University-Los Angeles 1972 — 1975
BS Degree, Marketing
Citizens Business Bank August 2006 - Present
Pacific Western Bank November 2005 - August 2006
Bank of America February 2003 - November 2005
Bank of America February 2003 - November 2005
Bank of America October 2000 - May 2002
Bank of America October 1999 - September 2000
Bank of America May 1998 - September 1999
Bank of America October 1997 - April 1998
Bank of America October 1992 - September 1997
Security Pacific National Bank 1988 - 1989
Skills
Banking, Loans, Management, Deposits, Commercial Lending, Customer Service, Notary, Leadership, Credit, Mortgage Lending, Consumer Lending, Retail Banking, Cross Selling, Financial Analysis, Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Manage Client..., Computer Maintenance, Office Equipment, Commercial Banking, Credit Analysis, Risk Management, Portfolio Management
Education
Mt Sierra College 2013 — 2017
Computer Systems Networking and Telecommunications
Alhambra High School 1983 — 1986
Rabobank, N.A. July 2008 - Present
Bank of the West April 1990 - June 2008
Security Pacific National Bank October 1980 - April 1990
Skills
Credit & Finance,..., Leadership, Business Development, Banking, Commercial Banking, Credit Analysis, Management, Financial Analysis, Loans
Education
California Ag Leadership Program 1980 — 1982
Graduated Class XI, Leadership
Cal Poly San Luis Obispo 1970 — 1976
Bachelor's and Master's, Ag Business Management, Int'l Ag, 3.5 GPA
Right Management-Florida/Caribbean September 2014 - Present
Invenire Leadership Coaching February 2013 - Present
Bank Hapoalim November 2013 - May 2014
Florida Community Bank, N. A. February 2011 - January 2013
Terrabank, N. A. August 2008 - February 2011
HSBC Bank USA, N. A. March 2001 - December 2007
City National Bank of Florida February 1999 - March 2001
First Union National Bank May 1992 - September 1998
First City, Texas October 1990 - December 1991
Security Pacific National Bank June 1979 - November 1990
Skills
Loans, Banking, Credit, Underwriting, Commercial Banking, Asset Based Lending, Risk Management, Investment Banking, Small Business Lending, Investments, Portfolio Management, Credit Analysis, Strategic Planning, Real Estate, Financial Analysis, Commercial Credit, Commercial Mortgages, Team Building, Turnaround Experience, Problem Loan..., Real Estate Financing, Syndications, Treasury Management, Capital Markets, Financial Services, Commercial Lending, Executive Management, Lines Of Credit, Credit Risk, Consumer Lending, Mortgage Lending, Loan Origination, Retail Banking, Financial Risk, Cash Management, Funding, Private Banking, Financial Institutions, Financial Structuring, Mortgage Banking, Corporate Finance, Leveraged Finance, Due Diligence
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1982
Master of Business Administration (M.B.A.), Finance
John Jay College of Criminal Justice 1974 — 1977
Bachelor of Science (B.S.), Criminal Justice
Community Bank June 2010 - Present
Tomlinson Financial Group January 1998 - June 2010
American Express Tax & Business services October 1996 - January 1998
Bank of California October 1990 - October 1996
Security Pacific National Bank September 1981 - October 1990
Skills
Small Business Lending, Credit Analysis, Underwriting, Mortgage Lending, Commercial Lending
Education
Pacific Coast Banking School
Certificate of Completion, University of Washington
Pepperdine University
Bachelor's degree, Business Administration and Management, General
Freelance Writer and Editor; self employed 1997 - 2011
Security Pacific National Bank 1969 - 1985
Skills
Blogging, Newspapers, WordPress, Editing, Copywriting, Video Editing, Photography, Social Media Marketing, Social Networking, Digital Media, English, Film, Video Production, Freelance Writing, Media Relations, Television, Public Speaking, Public Relations, Social Media, Newspaper, Publicity, Journalism, Advertising
Education
University of California, Los Angeles 1975 — 1980
Professional Certificate, Business and Bank Management
Pasadena City College 1971 — 1979
Business
Municpal Services Group, Inc. February 1989 - Present
Security Pacific National Bank 1985 - 1989
Imperial Bank 1982 - 1986
Skills
Organizational Design, Startup Development, Business Strategy, Strategic Planning, IT business processes, Organizational..., Startup Marketing, Direct Sales, Sales Management, Turnaround Experience, Operational Turnaround, Motivational Speaking, Teaching, Employee Training
Education
University of Illinois at Urbana-Champaign 1958 — 1959
Advanced Studies, Business, Management, Marketing
Kettering University 1956 — 1958
Dealership Operations and Management, Business Administration and Management, General
Safeway December 2013 - June 2015
XYPRO Technology August 2010 - August 2011
JPMorgan Chase October 2007 - December 2009
Washington Mutual Bank January 1998 - September 2007
Great Western Bank September 1985 - December 1997
Versatile Creative Solutions December 1985 - December 1991
Security Pacific National Bank August 1984 - August 1985
Pertec Computer Corp February 1978 - September 1984
Skills
SDLC, Integration, Business Process, Software Documentation, Cross-functional Team..., Quality Assurance, Testing, Project Management, Outsourcing, Management, Six Sigma, Risk Management, Software Development, Leadership, SQL, Supply Chain Management, Business Analysis, Vendor Management, Budgets, Enterprise Software, Security
Education
University of California, Los Angeles 2011 — 2013
Certificate Studies, Logistics, Materials, and Supply Chain Management, 3.8
University of California, Los Angeles 2009 — 2011
Information Technology
Loyola Marymount University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 3.5
California Public Utilities Commission June 2009 - Present
Calif. State Board of Equalization November 1994 - June 2009
Grant Thornton LLP May 2000 - May 2001
Southern California Edison January 1992 - November 1994
Therafusion aka Preferred Care March 1989 - July 1990
Security Pacific National Bank July 1979 - March 1989
Skills
Management, Sales, Strategic Planning, Microsoft Excel, Program Management, Leadership, Public Speaking, Research, Budgets
Education
San Jose State University 2001 — 2002
Bachelor of Arts (BA), Marketing/Marketing Management, General
Golden Gate University 2000 — 2001
Auditing
California State University-San Bernardino - College of Business and Public Administration 1990 — 1994
Bachelor of Arts, Business Administration
AJ Taylor & Co. January 2009 - Present
Bank of America 1993 - 1997
National Bank of Long Beach 1992 - 1993
Security Pacific National Bank 1989 - 1992
Skills
Commercial Underwriting, Financial Analysis, Commercial Real Estate, SBA 504, SBA Bridge, Equipment Finance, Financing of Working..., Commercial Real Estate..., Cost Savings, Cash Management, Finance, Underwriting, Credit, Lines Of Credit, Commercial Banking, Investments, Loans
Education
California State University-Fullerton
B.A., Business Administration / Emphasis in Finance
SeneGence International May 2005 - Present
Ceridian 1995 - Present
Ceridian Tax Service March 1994 - Present
SeneGence International 2004 - 2011
Americana Payroll 2003 - 2005
Security Pacific National Bank 1973 - 1994
Education
Chaffey College 1983 — 1985
Business
Polytechnic High School
Genworth Financial July 2006 - June 2012
Genworth Financial January 2004 - July 2006
GE Asset Management/GE Financial Assurance February 1999 - December 2003
GE Edison Life Insurance Company K.K., Tokyo, Japan January 2000 - October 2000
Power Resourse Managers October 1996 - December 1998
Seattle Northwest Securities April 1990 - May 1996
Security Pacific National Bank November 1983 - April 1990
United States Marine Corps October 1976 - September 1983
Skills
Capital Markets, Capital Markets..., Risk Management, Portfolio Management, Hedging, Interest Rate Risk..., Interest Rate..., Interest Rate Swaps, Equity Derivatives, Global Fixed Income..., Fixed Income Portfolio..., Fixed Income Hedging, Fixed Income Strategies, Fixed Income Technology, Variable Annuity Hedging, Long Term Care Insurance, Long-term Care Hedging, FX Hedging, FX Derivatives, Quantitative Risk, Quantitative Systems..., Treasury, Treasury Management, Insurance, Investments, ALM, Financial Risk, Financial Services, Derivatives, Options, Liquidity Management, Credit, Mergers & Acquisitions, Fixed Income, Market Risk, Securities, Financial Markets, Structured Products
Education
University of Southern California 1980 — 1982
Master of Science (MS), Systtems Management
Oregon State University 1972 — 1976
Bachelor of Science (BS), Finance
Mission Community Bank December 2010 - Present
City National Bank 1996 - 2010
First Interstate Bank 1988 - 1996
Security Pacific National Bank 1984 - 1988
Skills
Agribusiness, Commercial Lending, Portfolio Management, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Mergers & Acquisitions, Investments, Treasury Management, Financial Analysis, Financial Modeling, Private Equity, Cash Management, Risk Management
Education
California State University-Northridge
Bachelor of Arts, Economics
Western Agricultural Credit School
Graduate
L.A.W School
Junior Wine Executive
Y & S ENTERPRISE, INC January 1998 - October 2010
ALCOVE INVESTMENT, INC January 1994 - November 1996
CLARENDON NATIONAL INSURANCE COMPANY October 1989 - July 1992
SECURITY PACIFIC NATIONAL BANK April 1979 - October 1989
Education
Alexandria University 1966 — 1971
B..S., ACCOUNTING
Alexandria University
B.S. DEGREE, ACCOUNTING
State of California March 2010 - Present
State of California 2007 - 2010
Security Pacific National Bank June 1979 - September 1984
Skills
Regulations, Analysis, Program Management, Risk Management, Auditing, Accounting, Policy, Policy Analysis, Government, Strategic Planning, Finance, Economics, Public Speaking, Risk Assessment
Education
California State University-Northridge 1978 — 1994
Master of Science (MS), Accounting
Diamond Environmental Services 2002 - Present
Waste Management 1988 - 2002
Security Pacific National Bank 1977 - 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
California State University-San Marcos - College of Business Administration 1996 — 1997
Master of Business Administration (MBA)
California State Polytechnic University-Pomona 1975 — 1977
Bachelor of Science (B.S.), Ag Business
Palomar College 1973 — 1975
Associate of Arts (A.A.)
Fathers Against Drunk Driving: FADD 1988 - Present
PORTERVILLE RECORDER 2009 - 2011
Trent Financial, Inc. May 1990 - May 1992
Security Pacific National Bank May 1981 - December 1989
Skills
Fundraising, Event Planning, Strategic Planning
Education
Los Angeles Trade Technical College
Self Employed January 1971 - Present
The California Stockmen's Bank February 2000 - April 2001
Union Bank June 1992 - July 1998
Security Pacific National Bank January 1971 - June 1992
Skills
Banking, Financial Services, Investments, Cash Flow, Loans, Project Management, Credit, Management, PowerPoint, Accounts Receivable
Education
University of California, Berkeley 1976 — 1977
Education
CSU Chico 1958 — 1970
Bachelor of Science (BS), Business Administration and Management, General
L. Rawlings, a Partnership December 1994 - December 2008
Pacific Bell May 1992 - January 1995
AT&T June 1991 - May 1992
Security Pacific National Bank December 1980 - January 1989
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Client Billing, Data Entry, Basic Accounting, Client Relations, Computer Literate
Education
West Valley Occupational 1977 — 1977
Accounting certificate, Accounting, completed
Los Angeles Valley College 1973 — 1973
none, English Language and Literature/Letters
John Burroughs Sr. Hi-Burbank Adult School
High School Diploma, English Language and Literature/Letters
Builders Wholesale March 2010 - June 2013
Tetrus Building Materials June 2001 - March 2010
Harley Davidson Financial Services May 1997 - January 2001
Greater Nevada Credit Union December 1990 - June 1993
Security Pacific National Bank June 1989 - November 1990
The Walt Disney Company November 1983 - June 1989
Skills
General Ledger, Marketing Strategy, Forecasting, Managerial Finance, Accounting, QuickBooks, Economics, Accounts Payable, Accounts Receivable, Organizational..., Human Resources, Microsoft Office, Financial Analysis, SAP ERP, Event Planning, Strategic Planning, Nonprofits, Press Releases, Sales, Leadership, Budgets, Finance, Analysis, SAP, Financial Statements, GAAP
Education
Northcentral University 2014 — 2017
Doctrine, Business Administration, Financial Management
Ashford University 2011 — 2012
MBA, Business/Managerial Economics, 4.0
Ashford University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Management, 3.50
Western Nevada College 2003 — 2007
Associate of Arts (AA), Mathematics and Computer Science, 3.0
City of San Diego Real Estate Assets Department August 2014 - Present
The Catling Company August 1988 - August 2014
Jones & Roach, Inc January 1995 - September 1997
Andrew A. Smith Company June 1983 - August 1988
Security Pacific National Bank September 1980 - June 1982
Glendale Federal Savings & Loan Association May 1976 - March 1980
Skills
Real Estate, Appraisals, Market Analysis, Expert Witness, Appraisers, Appraising, Highest & Best Use, Real Estate Economics, Condemnation, Disposition, Commercial Real Estate..., Location Intelligence, Eminent Domain
Education
Marylhurst University
B. S, Real Estate Studies
National Equipment, LLC May 2014 - Present
National Hardware Supply December 2010 - Present
Union Bank July 1992 - December 2010
Security Pacific National Bank March 1979 - July 1992
Skills
Decoration, Gardening, Management, Artistic Vision, Antiques
Education
California State University-Fresno 1978 — 1980
didn't finish, Microbiology and Immunology
Fresno City College 1973 — 1976
Associate of Science (A.S.), Biology, General
Lemoore High School 1969 — 1973
High
no company October 2012 - Present
Buyers Resource 1983 - 1992
Security Pacific National Bank May 1968 - July 1976
Skills
Real Estate Broker
Education
University of Washington 1967 — 1968
Bachelor of Arts (BA), Marketing and finance
Oregon State University 1964 — 1967
No Degree earned at OSU, Engineering, Electrical and Forest
Old Dominion Capital March 2012 - Present
United Security Bank October 1995 - March 2012
Office of the Comptroller of the Currency April 1991 - October 1995
Security Pacific National Bank August 1969 - June 1989
Skills
Commercial Banking and..., Real Estate Development, Real Estate Finance..., Court Appointed Receiver, Business and Financial..., Loans, Underwriting, Credit, Commercial Lending, Portfolio Management, Commercial Mortgages, Mortgage Lending, Lines Of Credit, Credit Analysis, Small Business Lending, Asset Based Lending, Financial Structuring, Commercial Banking, Banking
Education
California State University-Fresno 1966 — 1969
Bachelor of Arts (B.A.), Economics
College of the Sequoias 1960 — 1963
Associate of Arts (A.A.), Chemistry and Mathematics
California State University-Fresno
self employed May 2008 - Present
S National Bank 2009 - 2013
Saigon National Bank December 2005 - August 2009
Versailles Bakery July 1984 - March 2008
Paramount Pictures November 1986 - October 1990
Security Pacific National Bank January 1980 - November 1986
International Pen Ltd July 1978 - January 1980
Imperial Oil August 1976 - November 1979
Electrolux Major Appliances June 1975 - August 1976
Skills
Strategy, Management, Perfect fluency in..., 5th Dan Black Belt in..., 3rd Dan Black Belt in..., 1st Dan Black Belt in..., 35+ years Tai Chi (Tai..., Swordsmanship (Iaido)..., Analysis, New Business Development, Investments, Program Management, Strategic Planning, Consulting, Executive Management, Marketing, Finance, Change Management
Education
UCLA - Anderson School of Management 1972 — 1974
MBA, Quantitative Finance major, Marketing minor.
HEC Montréal 1968 — 1972
Bachelor of Business Administration, Finance & Accounting major, Advertising minor.
USBANK May 2000 - Present
Security Pacific National Bank June 1959 - March 1990
Skills
Large Corporate...
Education
California State University-Fullerton 1960 — 1994
Bachelor of Arts (BA), Finance
Golden Gate University 1973 — 1977
Master of Business Administration (MBA), Banking and Finance