Sonoma Bank
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Sonoma Bank Employees
Sonoma Bank June 2011 - Present
Union Bank August 2005 - May 2011
Rotary 2007 - 2008
Tamalpais Bank 2006 - 2007
West America Bank March 2003 - August 2005
MDNH Partners LLC January 2001 - May 2002
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Portfolio Management, Refinance, FHA, Retail Banking, Consumer Lending, Lines Of Credit, Management, Residential Mortgages, Asset Based Lending, Cash Management, FHA financing, Financial Services, Mortgage Banking, SBA, Small Business, Commercial Mortgages, Finance, Underwriting
Education
Santa Barbara City College
Summit State Bank October 2011 - Present
Sonoma Bank September 2007 - October 2011
Exchange Bank July 2002 - September 2007
Wells Fargo Bank 1992 - 2000
Skills
Retail Banking, Team Building, Team Leadership, Team Management, Banking, Sales Management, Training, Credit Analysis, Credit Risk, Branch Management, Branch Administration, Branch Operation, Commercial Lending, Loans, Customer Service, Risk Management, Accounting, Asset Based Lending, Branch Banking, CRM, Cash Management, Commercial Mortgages, Commercial Banking, Consumer Lending, Credit, Cross Selling, Deposits, Finance, Financial Analysis, Financial Institutions, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Mortgage Lending, Management, Portfolio Management, Private Banking, SBA, Relationship Management, Small Business, Sales, Small Business Lending, Underwriting, Business Development, Financial Services
Education
Pacific Coast Banking School 2007 — 2009
Graduate, Pacific Coast Banking School, University of Washington, Seattle, WA 2009, Banking
University of San Francisco 2003 — 2004
M.A. Degree, Organizational Development & Human Resources
California State University-Sacramento 1977 — 1981
B.A. Degree, Geography
PNC September 2014 - Present
PNC May 2013 - September 2014
Westamerica Bank April 2012 - December 2013
Sonoma Bank January 2011 - April 2012
PNC May 2007 - October 2010
Marsh Supermarkets June 2002 - May 2007
Skills
Credit, Customer Service, Loans, Small Business, Business Analysis, Branch Banking, Retail Banking, Commercial Banking, Internal Audit, Production Managment, Direct Sales, Small Business Lending, Consumer Lending, Microsoft Office, Lotus Notes, Treasury Management, Merchant Services, Sales Prospecting, Lines Of Credit, Deposits
Education
Indiana University Bloomington 2004 — 2009
Bachelor is Liberal Arts, Sexuality Sociology
Ultegra Financial Partners March 2014 - Present
US Capital Partners September 2011 - February 2014
Sonoma Bank July 2010 - September 2011
Tamalpais Bank August 2009 - August 2010
Skills
Credit Analysis, Financial Modeling, Investments, Investment Banking, Capital Markets, Asset Based Lending, Mezzanine, Purchase Orders, Leveraged Finance, Private Equity, Debt Restructuring, Financial Advisory, Project Finance, Project Management, Microsoft Excel, PowerPoint, SBA, Capital Raising, Loans, Factoring, Valuation, Finance, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Mentoring, Corporate Finance, Due Diligence, Credit, Banking, Venture Capital, Leadership, Credit Risk, Restructuring, Commercial Lending
Education
Dominican University of California 2009 — 2010
MBA, Global Strategic Leadership
Dominican University of California 2006 — 2009
Business Administration, International Business & Finance
First Priority Financial Inc NMLS 3257 Equal Housing Lender June 2012 - Present
SONOMA BANK September 2011 - June 2012
Wells Fargo Home Mortgage December 2007 - August 2011
May Financial 1990 - 2008
Skills
Mortgage Lending, FHA, Loans, Reverse Mortgages, Loan Origination, Residential Mortgages, Mortgage Banking, FHA financing, VA loans, Refinance, Real Estate Financing, Short Sales, HUD, Government Loans, Underwriting, Real Estate Transactions, Mortgage Underwriting, Credit, Real Estate Economics, Real Estate, First Time Home Buyers, Certified Mortgage..., Investment Properties, USDA, Commercial Lending, Single Family Homes, Banking, Home Equity Loans, Residential Homes, Construction Loans, Investors, Mortgage Marketing, Credit Analysis, Foreclosures, Commercial Mortgages, Financial Structuring, Sellers, Home Equity Lines of..., Referrals, Home Equity, Loan Servicing, Finance, REO, Non-Conforming, Investments, Small Business Lending, Condos, Consumer Lending
Education
San Diego State University-California State University 1976 — 1980
Business/Managerial Economics
Concord High School 1971 — 1975
MWH Global June 2013 - Present
Peer Technical October 2012 - Present
Sonoma Bank March 2004 - February 2012
MWH Global March 1990 - June 2000
Curtis & Tompkins, Ltd. December 1988 - March 1990
The Shepherd Chemical Company September 1986 - November 1988
Skills
Highly detail oriented, Organized Multi-tasker, Communication Skills, Cross Functional Team..., Interpersonal..., Careful, Solution Focused, Client Focus
Education
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Chemistry, Cum Laude
SUNY College of Technology at Canton 1980 — 1982
Associate of Arts and Sciences (AAS), Laboratory Science Technology, Chemistry, Cum Laude
Sonoma Bank October 2010 - Present
Tamalpais Bank October 2008 - November 2010
Zam General Contractors October 2006 - October 2009
Education
College of Marin 2008 — 2010
AA, Business/Real Estate
Bank of Marin April 2015 - Present
Bank of Marin December 2010 - April 2015
Sonoma Bank May 2008 - December 2010
Sterling Savings Bank May 2008 - December 2010
Goonz Dogz June 2007 - December 2008
Washington Mutual May 2007 - May 2008
BJM Company January 2005 - May 2007
Skills
Branch Banking, Banking Relationships, Commercial Lending, Management, Strategic Planning, Cash Management, Entrepreneurship, Sales, Social Networking, Banking, Commercial Banking, Loans, Business Development, Small Business Lending, Consumer Lending, Financial Analysis, Project Management, Awesomeness, Strategic Analysis, Fundraising, Non-profits, Retail Banking, Internet Banking, Cash Flow Lending, Business Strategy, Business Planning, Coaching, Home Equity Loans, Account Management, Risk Management, Event Management, Nonprofits, Training, Finance, Leadership, Mortgage Lending, Contract Negotiation, Credit, Sales Management, Budgets, Lines Of Credit, Customer Service, New Business Development, Credit Analysis, Forecasting, Relationship Management, Portfolio Management, Commercial Mortgages, Loan Origination, Underwriting
Education
Sonoma State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Sonoma State University 2006 — 2007
BS, Business Administration - Management
Santa Rosa Junior College 2002 — 2005
AA, General Education
Sonoma Bank August 2009 - June 2013
Skills
Loans, Commercial Lending, Credit, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Mortgage Lending, Cross Selling, Relationship Management
Education
University of Phoenix-Bay Area Campus 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, 3.3
Bank of Marin January 2013 - Present
Sonoma Bank 2010 - January 2013
Boys & Girls Club of Sonoma Valley 2010 - 2013
Sonoma Valley Bank 2003 - 2010
The Lodge at Sonoma, A Renaissance Hotel 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Financial Analysis, Banking, Underwriting, Credit, Community Participation, Lines Of Credit, Loans, Commercial Banking, Small Business Lending, Cash Management, Customer Service, Credit Analysis, Accounts Receivable, Branch Management, Accounting, Community Outreach, Business Analysis, Relationship Management
Education
Hiperion
Santa Rosa Junior College
AA, Busines Management
Sonoma Valley High School
University of Phoenix
BA, Business Management
Uber June 2014 - Present
Norvax Inc. (GoHealth Insurance) December 2013 - May 2014
Riverbed Technology February 2012 - November 2013
Riverbed Technology February 2011 - February 2012
Sonoma Bank September 2009 - February 2011
Skills
Customer Service, Time Management, Management, Leadership, Human Resources, Security, Event Planning, Facilities Management, Invoicing, Access, Microsoft Word, Training, Networking, Social Networking, Social Media, Teamwork, Microsoft Exchange, CCure, Keyscan Vantage
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Science (BS), Social Sciences
Marin Catholic High School 2001 — 2005
Exchange Bank June 2012 - Present
Sonoma Bank June 2011 - June 2012
First Bank June 2006 - June 2011
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, SBA, Commercial Real Estate, Credit Risk, Underwriting
Education
California State University-Sacramento 2004 — 2006
Bachelor of Arts (B.A.), Economics
Napa Valley College 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
Sonoma Bank January 2011 - Present
rio nido roadhouse January 2009 - Present
Education
San Francisco State University
University of North Carolina at Wilmington
Sierra Pacific Mortgage Company, Inc. September 2011 - Present
Sonoma Bank January 2007 - August 2009
Liberty Title Company May 2006 - January 2007
Financial Title Company April 2004 - May 2006
Wells Fargo Home Mortgage March 2003 - December 2003
Education
Cosumnes River College 2009 — 2009
Language-Italian
University of Arizona 1999 — 2000
Agriculture/Language
Pima Community College 1997 — 1999
Agriculture/Language
Irene Flack, Attorney at Law December 2014 - Present
Sonoma Bank 1998 - April 2014
Sterling Savings Bank 1998 - April 2014
Skills
Contract Law, Business Transactions, Real Estate Transactions, Commercial Lending, Small Business Lending, SBA, Commercial Mortgages, Banking, Asset Based Lending, Real Estate, Loans, Credit Analysis, Lines Of Credit, Construction Loans, Financial Analysis, Loan Origination, Underwriting, Credit Risk, Investment Properties, Credit
Education
Empire School of Law 2010 — 2014
Juris Doctor, Law, Magna Cum Laude
Olivet Nazarene University 1977 — 1981
B.S., Business Administration
Sonoma Bank Senior Vice PresidentSterling Savings1999 - Present
Sonoma Bank 1999 - 2009
Education
Stanford University 1978 — 1982
Sonoma Bank 1996 - Present
Education
Regis University
BS Business, Finance & Economics
Umpqua Bank April 2012 - Present
Sterling Savings Bank October 2009 - March 2012
Sonoma Bank January 2008 - October 2009
Sonoma National Bank October 2003 - January 2008
Skills
Loans, Small Business Lending, Underwriting, Credit, Banking, Construction Loans, Commercial Banking, SBA, Mortgage Lending, Cash Management, Commercial Real Estate, Asset Based Lending, Risk Management, Commercial Lending, Commercial Mortgages, FHA, Finance, Investment Properties, Lines Of Credit, Mortgage Banking, Real Estate, Refinance
Education
University of California, Santa Barbara 2000 — 2003
BS, Finance, Accounting, Economics
Santa Rosa Junior College 1990 — 1992
Associate of Science (AS), Machine Tool Technology/Machinist
Sonoma Bank July 2005 - Present
Education
Santa Rosa Junior College
Pharmacy Technician/Assistant