Southwestern National Bank
Industry: Banking company
DescriptionSouthwestern National Bank is a minority owned community bank with headquarters in Chinatown and in Greater Sharpstown in Houston, Texas. Other Texas branches include Plano, Texas, Richardson, Texas, Austin, Texas and Sugar Land, Texas. This privately held community bank was founded on November 3, 1997. Headquarters: Houston, TX Parent organization: SWNB Bancorp, Inc. Founded: 1997, Houston, TX Number of employees: 100
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Southwestern National Bank Employees
Employee
Years
Job
Industry
Ashley Yang Ashley Yang's Southwestern National Bank Experience June 2006 - October 2011
Job Pre fund Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2011 - Present
Southwestern National Bank June 2006 - October 2011
Texas American Title Company October 2005 - June 2006
Skills
Conventional/Harp/FHA..., Bilingual in Chinese..., CompliancePolicies..., Credit, Mortgage Banking, Loan Servicing, Mortgage Lending, Underwriting, Commercial Lending, FHA, Portfolio Management, Loans, Residential Mortgages
Education
University of Houston 1995 — 1999
Bechelor's degree, Finance, General
JPMorgan Chase November 2011 - Present
Southwestern National Bank June 2006 - October 2011
Texas American Title Company October 2005 - June 2006
Skills
Conventional/Harp/FHA..., Bilingual in Chinese..., CompliancePolicies..., Credit, Mortgage Banking, Loan Servicing, Mortgage Lending, Underwriting, Commercial Lending, FHA, Portfolio Management, Loans, Residential Mortgages
Education
University of Houston 1995 — 1999
Bechelor's degree, Finance, General
Johar Ali Johar Ali's Southwestern National Bank Experience January 2014 - Present
Job Bank Teller at Southwestern National Bank
Industry Hospital & Health Care
Experience
Southwestern National Bank January 2014 - Present
C-Store January 2011 - July 2012
Austin Community College November 2011 - December 2011
Skills
Public Health, Healthcare, Healthcare Management, Health Education, Advertising, Marketing, Customer Service, Commercial Banking, Time Management, Social Networking, Public Speaking
Education
Ross University School of Medicine 2015 — 2019
Doctor of Medicine (MD), Emergency Medicine
The University of Texas at Austin 2012 — 2015
Bachelor's Degree, Public Health
Austin Community College 2011 — 2011
Associate's Degree, Biology, General
Westwood High School 2007 — 2011
High School, distinguished achievement program (Highschool Diploma)
Southwestern National Bank January 2014 - Present
C-Store January 2011 - July 2012
Austin Community College November 2011 - December 2011
Skills
Public Health, Healthcare, Healthcare Management, Health Education, Advertising, Marketing, Customer Service, Commercial Banking, Time Management, Social Networking, Public Speaking
Education
Ross University School of Medicine 2015 — 2019
Doctor of Medicine (MD), Emergency Medicine
The University of Texas at Austin 2012 — 2015
Bachelor's Degree, Public Health
Austin Community College 2011 — 2011
Associate's Degree, Biology, General
Westwood High School 2007 — 2011
High School, distinguished achievement program (Highschool Diploma)
Don Vo Don Vo's Southwestern National Bank Experience October 2013 - Present
Job Vice President, Senior Commercial Lending Officer at Southwestern National Bank
Industry Financial Services
Experience
Southwestern National Bank October 2013 - Present
Resource One Credit Union February 2013 - October 2013
DTP Partners, LLC September 2012 - February 2013
Unified Energy, LLC September 2012 - February 2013
City Bank Texas September 2007 - September 2012
City Bank Texas January 2006 - September 2007
City Bank Texas January 2005 - January 2006
Skills
Loans, Underwriting, Financial Analysis, Commercial Banking, Small Business Lending, Retail Banking, Banking, Portfolio Management, Credit, Cross Selling, Commercial Real Estate, Real Estate Financing, Branch Management, Community Outreach, Negotiation, Consumer Lending, Asset Managment, Asset Based Lending, Mortgage Lending, Energy, Business Loans, Business Process, Bank Management, Loan Origination, Commercial Lending, Finance, Asset Management, Management, Leadership, Credit Analysis, Risk Management, Customer Service, Conventional Financing
Education
Hipereon, Inc. 2013 — 2013
Certification, Business Lending, 92
Southern Methodist University 2007 — 2009
Southwestern Graduate School of Banking, Banking and Financial Support Services
Southern Methodist University 2006 — 2007
IBAT Bank Operations Institute, Banking and Financial Support Services
Texas Tech University - Rawls College of Business 2003 — 2005
Bachelor's degree, Finance, General
Southwestern National Bank October 2013 - Present
Resource One Credit Union February 2013 - October 2013
DTP Partners, LLC September 2012 - February 2013
Unified Energy, LLC September 2012 - February 2013
City Bank Texas September 2007 - September 2012
City Bank Texas January 2006 - September 2007
City Bank Texas January 2005 - January 2006
Skills
Loans, Underwriting, Financial Analysis, Commercial Banking, Small Business Lending, Retail Banking, Banking, Portfolio Management, Credit, Cross Selling, Commercial Real Estate, Real Estate Financing, Branch Management, Community Outreach, Negotiation, Consumer Lending, Asset Managment, Asset Based Lending, Mortgage Lending, Energy, Business Loans, Business Process, Bank Management, Loan Origination, Commercial Lending, Finance, Asset Management, Management, Leadership, Credit Analysis, Risk Management, Customer Service, Conventional Financing
Education
Hipereon, Inc. 2013 — 2013
Certification, Business Lending, 92
Southern Methodist University 2007 — 2009
Southwestern Graduate School of Banking, Banking and Financial Support Services
Southern Methodist University 2006 — 2007
IBAT Bank Operations Institute, Banking and Financial Support Services
Texas Tech University - Rawls College of Business 2003 — 2005
Bachelor's degree, Finance, General
Sandi Otero's Southwestern National Bank Experience September 2006 - September 2007
Job Senior Lending Advisor (Metro Texas Houston, Austin, Dallas/Fort Worth)
Industry Banking
Experience
Regions Financial Corporation May 2012 - Present
Texan Bank October 2007 - March 2012
Southwestern National Bank September 2006 - September 2007
Amegy Bank November 1997 - September 2006
Skills
Credit, Banking, Loans, Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Small Business Lending, Risk Management, Financial Risk, Mortgage Lending
Education
The Southwestern Graduate School of Banking at SMU 1984 — 1986
Graduate, Banking and Financial Support Services, Graduate with Honors
Houston Baptist University - College of Business and Economics 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1973 — 1977
Bachelor of Applied Science (B.A.Sc.)
Regions Financial Corporation May 2012 - Present
Texan Bank October 2007 - March 2012
Southwestern National Bank September 2006 - September 2007
Amegy Bank November 1997 - September 2006
Skills
Credit, Banking, Loans, Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Small Business Lending, Risk Management, Financial Risk, Mortgage Lending
Education
The Southwestern Graduate School of Banking at SMU 1984 — 1986
Graduate, Banking and Financial Support Services, Graduate with Honors
Houston Baptist University - College of Business and Economics 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1973 — 1977
Bachelor of Applied Science (B.A.Sc.)
Mohammed Feras Majeed Mohammed Feras Majeed's Southwestern National Bank Experience September 2012 - August 2013
Job Data Analyst & Ops Support at Fortigo
Industry Logistics and Supply Chain
Experience
Fortigo Inc. September 2014 - Present
The Dow Chemical Company May 2014 - August 2014
UTeach Outreach - The University of Texas at Austin January 2014 - May 2014
Southwestern National Bank September 2012 - August 2013
Bank of America June 2010 - September 2012
teleNetwork March 2009 - January 2010
Paris Air March 2008 - June 2008
Skills
Operations Management, Microsoft Excel, Training, Retail Banking, Customer Experience, Time Management, Microsoft Office, Data Analysis, Project Management, Microsoft Word, Customer Service, Banking, Logistics, Analysis, Supply Chain, Financial Services, Commercial Banking, Commercial Aviation, Commercial Pilot, Management, Public Speaking, Employee Training, Strategy, PowerPoint, Multi-Cultural Team..., Volunteering, Clerical Skills, Airplane Pilot, General Aviation, Orphan Sponsor, First Aid (American Red..., Disaster Assessment, Internal Audit, CPR Certified, AED Certified, Multi-Engine Land, Instrument Rated Pilot, Data Mining
Education
The University of Texas at Austin 2013 — 2015
Bachelor of Business Administration (BBA), Supply Chain Management, Senior
Austin Community College 2009 — 2015
Associate of Science (AS), Business Administration, Presidents Honor Roll : GPA 4.0
Aviator College of Aeronautical Science and Technology 2007 — 2008
Commercial Pilot Program, Commercial Pilot License- AMEL, ASEL, IR, GPA- 4.0
Fortigo Inc. September 2014 - Present
The Dow Chemical Company May 2014 - August 2014
UTeach Outreach - The University of Texas at Austin January 2014 - May 2014
Southwestern National Bank September 2012 - August 2013
Bank of America June 2010 - September 2012
teleNetwork March 2009 - January 2010
Paris Air March 2008 - June 2008
Skills
Operations Management, Microsoft Excel, Training, Retail Banking, Customer Experience, Time Management, Microsoft Office, Data Analysis, Project Management, Microsoft Word, Customer Service, Banking, Logistics, Analysis, Supply Chain, Financial Services, Commercial Banking, Commercial Aviation, Commercial Pilot, Management, Public Speaking, Employee Training, Strategy, PowerPoint, Multi-Cultural Team..., Volunteering, Clerical Skills, Airplane Pilot, General Aviation, Orphan Sponsor, First Aid (American Red..., Disaster Assessment, Internal Audit, CPR Certified, AED Certified, Multi-Engine Land, Instrument Rated Pilot, Data Mining
Education
The University of Texas at Austin 2013 — 2015
Bachelor of Business Administration (BBA), Supply Chain Management, Senior
Austin Community College 2009 — 2015
Associate of Science (AS), Business Administration, Presidents Honor Roll : GPA 4.0
Aviator College of Aeronautical Science and Technology 2007 — 2008
Commercial Pilot Program, Commercial Pilot License- AMEL, ASEL, IR, GPA- 4.0
Tommy Vo Tommy Vo's Southwestern National Bank Experience December 2012 - June 2013
Job Managing Partner at Tax Seasons, LLC
Industry Financial Services
Experience
TaxSeasons, LLC September 2013 - Present
DTP Partners, LLC March 2012 - Present
Southwestern National Bank December 2012 - June 2013
City Bank August 2001 - March 2012
United Central Bank January 1987 - January 2000
Self-Employed 1982 - 1987
7-Eleven 1975 - 1982
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Mortgage Lending, Underwriting, Credit Analysis, Credit, Loans, Retail Banking, Financial Analysis, Commercial Real Estate, Finance
Education
DeVry University-Texas 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Management and Operations
TaxSeasons, LLC September 2013 - Present
DTP Partners, LLC March 2012 - Present
Southwestern National Bank December 2012 - June 2013
City Bank August 2001 - March 2012
United Central Bank January 1987 - January 2000
Self-Employed 1982 - 1987
7-Eleven 1975 - 1982
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Mortgage Lending, Underwriting, Credit Analysis, Credit, Loans, Retail Banking, Financial Analysis, Commercial Real Estate, Finance
Education
DeVry University-Texas 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Management and Operations
Attilio F. Galli's Southwestern National Bank Experience May 2005 - May 2006
Job Management Consultant
Industry Banking
Experience
Cogito Ventures, Inc. January 2013 - July 2015
American Security Bank & Trust Co. May 2006 - July 2012
Minnie Pearl Cancer Foundation 2004 - 2010
2ndGeneration Capital 2003 - 2010
Southwestern National Bank May 2005 - May 2006
Community Financial Group, Inc./ Bank of Nashville 2000 - 2003
MetroCorp Bankshares Inc./MetroBank, N.A. 1998 - 1999
Alliance Financial of Houston 1993 - 1997
Metrobank, NA 1992 - 1993
McKenna & Co. 1990 - 1992
Skills
Asset & Liability..., Interest Rate Risk..., Turnarounds, Turn Around Management, Capital Formation, Mergers, Start-ups, Loans, Asset, Commercial Lending, Capital Markets, Executive Management, Venture Capital, Investment Banking, Credit Analysis, General Administrative..., Financial Institutions, Credit, Strategic Planning, Treasury, Commercial Banking, Banking, Corporate Finance, ALM, Private Equity, Portfolio Management, Investments, Finance, Managerial Finance, Financial Modeling, Risk Management, Due Diligence, Financial Risk, Restructuring, Strategic Financial..., Investor Relations, Business Strategy, Strategy, Public Speaking, Equities, Financial Services, Asset Managment, Accounting, Funding, Financial Structuring, Valuation, Management, Fixed Income, Loan Origination, Financial Analysis
Education
University of New Orleans 1972 — 1972
Bachelor's Degree, Management
L.S.U. 1971 — 1971
Southeastern Louisiana University 1969 — 1971
Cogito Ventures, Inc. January 2013 - July 2015
American Security Bank & Trust Co. May 2006 - July 2012
Minnie Pearl Cancer Foundation 2004 - 2010
2ndGeneration Capital 2003 - 2010
Southwestern National Bank May 2005 - May 2006
Community Financial Group, Inc./ Bank of Nashville 2000 - 2003
MetroCorp Bankshares Inc./MetroBank, N.A. 1998 - 1999
Alliance Financial of Houston 1993 - 1997
Metrobank, NA 1992 - 1993
McKenna & Co. 1990 - 1992
Skills
Asset & Liability..., Interest Rate Risk..., Turnarounds, Turn Around Management, Capital Formation, Mergers, Start-ups, Loans, Asset, Commercial Lending, Capital Markets, Executive Management, Venture Capital, Investment Banking, Credit Analysis, General Administrative..., Financial Institutions, Credit, Strategic Planning, Treasury, Commercial Banking, Banking, Corporate Finance, ALM, Private Equity, Portfolio Management, Investments, Finance, Managerial Finance, Financial Modeling, Risk Management, Due Diligence, Financial Risk, Restructuring, Strategic Financial..., Investor Relations, Business Strategy, Strategy, Public Speaking, Equities, Financial Services, Asset Managment, Accounting, Funding, Financial Structuring, Valuation, Management, Fixed Income, Loan Origination, Financial Analysis
Education
University of New Orleans 1972 — 1972
Bachelor's Degree, Management
L.S.U. 1971 — 1971
Southeastern Louisiana University 1969 — 1971
Tony Hai Phan Tony Hai Phan's Southwestern National Bank Experience 2007 - 2007
Job CPA
Industry Accounting
Experience
FloWorks International July 2014 - Present
PricewaterhouseCoopers September 2011 - July 2014
IRS Volunteer Income Tax Assistance (VITA) Program 2011 - 2011
University of Rhode Island 2010 - 2011
Mohegan Sun Casino 2008 - 2010
Southwestern National Bank 2007 - 2007
Siemens 1997 - 2005
Skills
Auditing, Accounting, Financial Reporting, Data Analysis, Organizational..., US GAAP, Financial Analysis, Asset Management, Financial Accounting, Tax, Assurance, Financial Audits, Banking, Internal Controls, GAAP, General Ledger, Finance, Corporate Finance, Managerial Finance, QuickBooks
Education
University of Rhode Island 2010 — 2011
Master of Science, Accounting, 3.9/4.0
University of Houston-Clear Lake 2006 — 2007
Master, Business Administration
Economics University, Vietnam
Bachelor, Finance and Banking
FloWorks International July 2014 - Present
PricewaterhouseCoopers September 2011 - July 2014
IRS Volunteer Income Tax Assistance (VITA) Program 2011 - 2011
University of Rhode Island 2010 - 2011
Mohegan Sun Casino 2008 - 2010
Southwestern National Bank 2007 - 2007
Siemens 1997 - 2005
Skills
Auditing, Accounting, Financial Reporting, Data Analysis, Organizational..., US GAAP, Financial Analysis, Asset Management, Financial Accounting, Tax, Assurance, Financial Audits, Banking, Internal Controls, GAAP, General Ledger, Finance, Corporate Finance, Managerial Finance, QuickBooks
Education
University of Rhode Island 2010 — 2011
Master of Science, Accounting, 3.9/4.0
University of Houston-Clear Lake 2006 — 2007
Master, Business Administration
Economics University, Vietnam
Bachelor, Finance and Banking
Winston Nguyen Winston Nguyen's Southwestern National Bank Experience August 2013 - Present
Job VP/ Commercial Lending Officer at SouthWestern National Bank
Industry Banking
Experience
SouthWestern National Bank August 2013 - Present
PacTrust Bank April 2012 - August 2013
Principal Financial Group April 2010 - April 2012
Saigon National Bank January 2007 - December 2009
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Lines Of Credit, Underwriting, SBA, Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Credit Analysis, Cash Flow, Financial Risk, Mortgage Lending, Loan Origination, Treasury Management, Credit Risk, Consumer Lending, Retail Banking, Corporate Finance, Wealth Management, Relationship Management, Financial Analysis, Cash Management, Investments, Finance, Construction Loans, Branch Banking, Risk Management, Trade Finance, Financial Structuring, Capital Markets, Refinance, Private Banking, Financial Institutions, Funding, Structured Finance, Mortgage Banking, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Real Estate, Residential Mortgages, FHA
Education
Keller Graduate School of Management 1999 — 2002
MBA, Finance
Southern Methodist University - Cox School of Business
SouthWestern National Bank August 2013 - Present
PacTrust Bank April 2012 - August 2013
Principal Financial Group April 2010 - April 2012
Saigon National Bank January 2007 - December 2009
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Lines Of Credit, Underwriting, SBA, Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Credit Analysis, Cash Flow, Financial Risk, Mortgage Lending, Loan Origination, Treasury Management, Credit Risk, Consumer Lending, Retail Banking, Corporate Finance, Wealth Management, Relationship Management, Financial Analysis, Cash Management, Investments, Finance, Construction Loans, Branch Banking, Risk Management, Trade Finance, Financial Structuring, Capital Markets, Refinance, Private Banking, Financial Institutions, Funding, Structured Finance, Mortgage Banking, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Real Estate, Residential Mortgages, FHA
Education
Keller Graduate School of Management 1999 — 2002
MBA, Finance
Southern Methodist University - Cox School of Business
Rex Chen Rex Chen's Southwestern National Bank Experience April 2006 - September 2009
Job AVP, Commercial Loan Officer at Cathay Bank
Industry Banking
Experience
Cathay Bank October 2014 - Present
Cathay Bank June 2011 - October 2014
Preferred Bank May 2010 - June 2011
East West Bank November 2009 - May 2010
United Commercial Bank September 2009 - November 2009
Southwestern National Bank April 2006 - September 2009
Skills
Credit Analysis, Commercial Lending, Credit Risk, Asset Based Lending, Loans, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Mortgages, Credit, Banking, Underwriting, Lines Of Credit, Cash Management, Financial Risk, Retail Banking, Trade Finance, Treasury Management, Small Business Lending, Mortgage Lending
Education
The University of Texas at Austin 1999 — 2004
BA, Economics
Houston Community College 1998 — 1999
Cathay Bank October 2014 - Present
Cathay Bank June 2011 - October 2014
Preferred Bank May 2010 - June 2011
East West Bank November 2009 - May 2010
United Commercial Bank September 2009 - November 2009
Southwestern National Bank April 2006 - September 2009
Skills
Credit Analysis, Commercial Lending, Credit Risk, Asset Based Lending, Loans, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Mortgages, Credit, Banking, Underwriting, Lines Of Credit, Cash Management, Financial Risk, Retail Banking, Trade Finance, Treasury Management, Small Business Lending, Mortgage Lending
Education
The University of Texas at Austin 1999 — 2004
BA, Economics
Houston Community College 1998 — 1999
Sheng Yao Ding's Southwestern National Bank Experience June 2007 - 2009
Job Managing Member at Cross Borders Advisors,LLC
Industry Banking
Experience
Cross Borders Advisors and Cross Borders EB5, LLC January 2014 - Present
JPMorgan Chase & Co. January 2011 - January 2014
Cathay Bank July 2009 - December 2011
Southwestern National Bank June 2007 - 2009
Smith Barney, Citi Group March 2005 - June 2007
Skills
Banking, Commercial Lending, Loans, Credit, Commercial Banking, Portfolio Management, Retail Banking, Mortgage Lending, Small Business Lending, Risk Management, Financial Risk
Education
University of North Carolina at Greensboro
Cross Borders Advisors and Cross Borders EB5, LLC January 2014 - Present
JPMorgan Chase & Co. January 2011 - January 2014
Cathay Bank July 2009 - December 2011
Southwestern National Bank June 2007 - 2009
Smith Barney, Citi Group March 2005 - June 2007
Skills
Banking, Commercial Lending, Loans, Credit, Commercial Banking, Portfolio Management, Retail Banking, Mortgage Lending, Small Business Lending, Risk Management, Financial Risk
Education
University of North Carolina at Greensboro
Austin Jeng Austin Jeng's Southwestern National Bank Experience August 2010 - July 2012
Job Operations Manager at Iron Mountain
Industry Information Services
Experience
Iron Mountain June 2014 - Present
Iron Mountain September 2013 - May 2014
Iron Mountain August 2012 - August 2013
Southwestern National Bank August 2010 - July 2012
Skills
Business Analysis, Competitive Analysis, Microsoft Office, Operations Management, Team Management, Strategic Planning, Financial Planning, Team Leadership, Management, Banking, Leadership, Strategic Financial..., Customer Service, Process Improvement
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.), Business Administration
The University of Texas at Dallas
Bachelor's Degree, Finance
Iron Mountain June 2014 - Present
Iron Mountain September 2013 - May 2014
Iron Mountain August 2012 - August 2013
Southwestern National Bank August 2010 - July 2012
Skills
Business Analysis, Competitive Analysis, Microsoft Office, Operations Management, Team Management, Strategic Planning, Financial Planning, Team Leadership, Management, Banking, Leadership, Strategic Financial..., Customer Service, Process Improvement
Education
The University of Texas at Dallas
Master of Business Administration (M.B.A.), Business Administration
The University of Texas at Dallas
Bachelor's Degree, Finance
Bon Wu Bon Wu's Southwestern National Bank Experience September 2015 - Present
Job Student at The University of Texas at Dallas
Industry Financial Services
Experience
Southwestern National Bank September 2015 - Present
Hongju Shaanxi Electrical Corperation June 2014 - June 2014
YVC USA (YongYuan Valve) June 2013 - August 2013
Skills
QuickBooks, Tax Preparation, Tax Returns, People Skills, Microsoft Word, Time Management, Legal Research, Government, Taxware, Management, Microsoft Office, Microsoft Excel, Accounting, Customer Service, Financial Analysis, Team Leadership
Education
The University of Texas at Dallas 2014 — 2018
Bachelor's degree, Accounting and Finance
Southwestern National Bank September 2015 - Present
Hongju Shaanxi Electrical Corperation June 2014 - June 2014
YVC USA (YongYuan Valve) June 2013 - August 2013
Skills
QuickBooks, Tax Preparation, Tax Returns, People Skills, Microsoft Word, Time Management, Legal Research, Government, Taxware, Management, Microsoft Office, Microsoft Excel, Accounting, Customer Service, Financial Analysis, Team Leadership
Education
The University of Texas at Dallas 2014 — 2018
Bachelor's degree, Accounting and Finance
Sheng Ding's Southwestern National Bank Experience July 2007 - August 2008
Job Business Development and Commercial Lending at Cathay Bank
Industry Banking
Experience
Cathay Bank August 2008 - Present
Southwestern National Bank July 2007 - August 2008
Smith Barney of Citigroup March 2006 - July 2007
OVA International August 1998 - March 2006
Education
University of North Carolina at Greensboro 1990 — 1994
BA, Economics
The University of Dallas
MS, Master in Accounting
Cathay Bank August 2008 - Present
Southwestern National Bank July 2007 - August 2008
Smith Barney of Citigroup March 2006 - July 2007
OVA International August 1998 - March 2006
Education
University of North Carolina at Greensboro 1990 — 1994
BA, Economics
The University of Dallas
MS, Master in Accounting
Jacob Wang, CPA's Southwestern National Bank Experience May 2008 - August 2008
Job Associate at Freeport LNG
Industry Investment Banking
Experience
Freeport LNG January 2014 - Present
Clean Energy Capital October 2012 - December 2013
PwC September 2011 - October 2012
Foundation Communities: Community Tax Centers January 2011 - April 2011
University of Texas at Austin September 2008 - March 2011
Ernst & Young September 2010 - November 2010
Southwestern National Bank May 2008 - August 2008
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Valuation, Corporate Finance, Finance, Financial Statements
Education
The University of Texas at Austin 2006 — 2011
MPA, BBA, Accounting
Freeport LNG January 2014 - Present
Clean Energy Capital October 2012 - December 2013
PwC September 2011 - October 2012
Foundation Communities: Community Tax Centers January 2011 - April 2011
University of Texas at Austin September 2008 - March 2011
Ernst & Young September 2010 - November 2010
Southwestern National Bank May 2008 - August 2008
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Valuation, Corporate Finance, Finance, Financial Statements
Education
The University of Texas at Austin 2006 — 2011
MPA, BBA, Accounting
George Loh's Southwestern National Bank Experience January 2007 - October 2009
Job Member Services Coordinator at AIG
Industry Insurance
Experience
AIG April 2015 - Present
The Sweet Spot - 蜜甜點 July 2010 - January 2015
MetroBank N.A. January 2010 - June 2010
Southwestern National Bank January 2007 - October 2009
Amegy Bank October 2005 - December 2006
MetroBank N.A. September 2001 - September 2005
Skills
Credit Analysis, Customer Service
Education
University of Houston 2003 — 2006
BBA, Finance
AIG April 2015 - Present
The Sweet Spot - 蜜甜點 July 2010 - January 2015
MetroBank N.A. January 2010 - June 2010
Southwestern National Bank January 2007 - October 2009
Amegy Bank October 2005 - December 2006
MetroBank N.A. September 2001 - September 2005
Skills
Credit Analysis, Customer Service
Education
University of Houston 2003 — 2006
BBA, Finance
Josephine Wan's Southwestern National Bank Experience March 2002 - May 2003
Job Risk Control Analyst at Austin Energy
Industry Utilities
Experience
Austin Energy June 2007 - Present
Compass Bank October 2004 - June 2007
Washington Mutual June 2003 - October 2004
Washington Mutual June 2003 - October 2004
Southwestern National Bank March 2002 - May 2003
Texas First National Bank May 2001 - March 2002
Pennware International Inc December 2000 - May 2001
University of August 2000 - December 2000
PECO Energy May 1998 - August 1999
Skills
Credit, Credit Risk, Risk Management, Portfolio Management, Financial Analysis, Financial Risk
Education
Penn State University 1996 — 2000
Bachelor, Finance and International Business
University of Exeter
Pennsylvania State University at University Park
Bachelor of Science, Finance and International Business
Austin Energy June 2007 - Present
Compass Bank October 2004 - June 2007
Washington Mutual June 2003 - October 2004
Washington Mutual June 2003 - October 2004
Southwestern National Bank March 2002 - May 2003
Texas First National Bank May 2001 - March 2002
Pennware International Inc December 2000 - May 2001
University of August 2000 - December 2000
PECO Energy May 1998 - August 1999
Skills
Credit, Credit Risk, Risk Management, Portfolio Management, Financial Analysis, Financial Risk
Education
Penn State University 1996 — 2000
Bachelor, Finance and International Business
University of Exeter
Pennsylvania State University at University Park
Bachelor of Science, Finance and International Business
Sunita Murti's Southwestern National Bank Experience Commercial Business DeveloperBehram Management Consulting & Coaching Services2000 - Present
Job Commercial Business Developer at Southwestern National Bank
Industry Financial Services
Experience
Southwestern National Bank Commercial Business DeveloperBehram Management Consulting & Coaching Services2000 - Present
Education
Merritt College 1992 — 1996
MIS/IT
Southwestern National Bank Commercial Business DeveloperBehram Management Consulting & Coaching Services2000 - Present
Education
Merritt College 1992 — 1996
MIS/IT
Elaine Xie's Southwestern National Bank Experience June 2011 - August 2011
Job Business Analytics Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates September 2013 - Present
PNC June 2012 - August 2012
Kellogg School of Management October 2010 - July 2012
Southwestern National Bank June 2011 - August 2011
Goldman Sachs March 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, Business Analysis, Strategic Planning, Strategy, Research, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Microsoft Excel, Data Analysis
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical methods in Social Sciences, Economics, Psychology
The Hong Kong University of Science and Technology 2011 — 2011
Exchange
ZS Associates September 2013 - Present
PNC June 2012 - August 2012
Kellogg School of Management October 2010 - July 2012
Southwestern National Bank June 2011 - August 2011
Goldman Sachs March 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, Business Analysis, Strategic Planning, Strategy, Research, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Microsoft Excel, Data Analysis
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical methods in Social Sciences, Economics, Psychology
The Hong Kong University of Science and Technology 2011 — 2011
Exchange
Samuel Wang's Southwestern National Bank Experience May 2006 - August 2006
Job Vice President at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation February 2012 - Present
Sumitomo Mitsui Banking Corporation January 2011 - February 2012
Moody's Investors Service June 2008 - June 2011
Moody's Investors Service June 2007 - June 2008
Southwestern National Bank May 2006 - August 2006
QB, Inc January 2006 - May 2006
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, Portfolio Management, Credit Analysis, Investments, Credit Risk, Risk Management, Structured Finance, Due Diligence, Economics, Derivatives, Securities
Education
Cornell University 2003 — 2007
Bachelor of Arts, Economics; Concentration in International Relations
Sumitomo Mitsui Banking Corporation February 2012 - Present
Sumitomo Mitsui Banking Corporation January 2011 - February 2012
Moody's Investors Service June 2008 - June 2011
Moody's Investors Service June 2007 - June 2008
Southwestern National Bank May 2006 - August 2006
QB, Inc January 2006 - May 2006
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, Portfolio Management, Credit Analysis, Investments, Credit Risk, Risk Management, Structured Finance, Due Diligence, Economics, Derivatives, Securities
Education
Cornell University 2003 — 2007
Bachelor of Arts, Economics; Concentration in International Relations
Haiying Wang's Southwestern National Bank Experience June 2006 - August 2013
Job Vice President/Commerical Relationship Manager at East West Bank
Industry Banking
Experience
East West Bank October 2014 - Present
United Central Bank September 2013 - October 2014
Southwestern National Bank June 2006 - August 2013
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Microsoft Word, PowerPoint, Strategic Planning, Change Management, Loans, Business Analysis, SQL, Financial Reporting, Loan Servicing, Financial Modeling, Commercial Banking
Education
The University of Texas at Dallas 2002 — 2004
Master's degree, Accounting and Finance, 4.0
University of Texas at Dallas - Naveen Jindal School of Management
East West Bank October 2014 - Present
United Central Bank September 2013 - October 2014
Southwestern National Bank June 2006 - August 2013
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Microsoft Word, PowerPoint, Strategic Planning, Change Management, Loans, Business Analysis, SQL, Financial Reporting, Loan Servicing, Financial Modeling, Commercial Banking
Education
The University of Texas at Dallas 2002 — 2004
Master's degree, Accounting and Finance, 4.0
University of Texas at Dallas - Naveen Jindal School of Management
Christine Jin's Southwestern National Bank Experience December 2012 - Present
Job Loan Operations at Southwestern National Bank
Industry
Experience
Southwestern National Bank December 2012 - Present
Southwestern National Bank October 2011 - December 2012
Southwestern National Bank September 2008 - December 2012
Alpha Plastic company October 2007 - September 2008
Beijing Central Garden Hotel, China October 1995 - July 2001
Skills
Customer Service
Education
Houston community college, TX 2007 — 2010
CPA Program
Les Roches International School of Hotel Management Switzerland 1997 — 1997
Modular Course - Managers Class, Hotel and Restaurant Management
Tourism Institute of Beijing Union University 1986 — 1990
Bachelor of Economy, Hotel Administration/Management
Southwestern National Bank December 2012 - Present
Southwestern National Bank October 2011 - December 2012
Southwestern National Bank September 2008 - December 2012
Alpha Plastic company October 2007 - September 2008
Beijing Central Garden Hotel, China October 1995 - July 2001
Skills
Customer Service
Education
Houston community college, TX 2007 — 2010
CPA Program
Les Roches International School of Hotel Management Switzerland 1997 — 1997
Modular Course - Managers Class, Hotel and Restaurant Management
Tourism Institute of Beijing Union University 1986 — 1990
Bachelor of Economy, Hotel Administration/Management
Jia Dong's Southwestern National Bank Experience January 2007 - March 2008
Job KYC Quality Control Analyst II at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2012 - Present
Chase April 2009 - May 2012
JPMorgan Chase & Co. April 2008 - April 2009
JPMorgan Chase & Co. November 2007 - March 2008
Southwestern National Bank January 2007 - March 2008
Southwestern National Bank January 2004 - December 2006
Southwestern National Bank January 2003 - January 2004
Southwestern National Bank March 2001 - December 2002
Skills
Banking, Customer Service, Risk Management, Loans, Credit, Financial Analysis, Business Analysis, Project Management, Process Improvement, Portfolio Management
Education
Northwood University 1999 — 2012
Bachelor’s Degree, Finance and International Trading
Houston Community College 2011 — 2011
SAP FI/CO (Finance and Controlling)
ABA National Commercial Lending School 2006 — 2006
Centennial College 1997 — 1999
Associate’s Degree, Hospitality & Tourism
JPMorgan Chase & Co. May 2012 - Present
Chase April 2009 - May 2012
JPMorgan Chase & Co. April 2008 - April 2009
JPMorgan Chase & Co. November 2007 - March 2008
Southwestern National Bank January 2007 - March 2008
Southwestern National Bank January 2004 - December 2006
Southwestern National Bank January 2003 - January 2004
Southwestern National Bank March 2001 - December 2002
Skills
Banking, Customer Service, Risk Management, Loans, Credit, Financial Analysis, Business Analysis, Project Management, Process Improvement, Portfolio Management
Education
Northwood University 1999 — 2012
Bachelor’s Degree, Finance and International Trading
Houston Community College 2011 — 2011
SAP FI/CO (Finance and Controlling)
ABA National Commercial Lending School 2006 — 2006
Centennial College 1997 — 1999
Associate’s Degree, Hospitality & Tourism
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank