Sumitomo Bank of California
Description
Address: 555 California St # 3350, San Francisco, CA 94104 Phone: (415) 616-3000Website: : : Place name: : Hours: : Category: : : Website: http://www.smbc.co.jp/global/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sumitomo Bank Ltd Posting publicly on the Web Write a review Reviews Be the first to review
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Sumitomo Bank of California Employees
Employee
Years
Job
Industry
Michael Gardella, PMP Michael Gardella, PMP's Sumitomo Bank of California Experience February 1993 - July 1995
Job Finance and Project Managment Professional
Industry Financial Services
Experience
California Bank & Trust April 2011 - Present
California Bank & Trust September 2005 - April 2011
California Bank & Trust May 2002 - September 2005
California Bank & Trust July 1995 - April 2002
Sumitomo Bank of California February 1993 - July 1995
Sumitomo Bank of California January 1988 - February 1993
Sumitomo Bank of California July 1986 - December 1987
United States Peace Corps June 1983 - September 1985
Stanford University October 1982 - May 1983
California Beef Council June 1982 - September 1982
Skills
Virtual Management, Banking, Analysis, Financial Analysis, Management, Finance, Financial Services, Business Intelligence, Loans, Leadership, Project Management, Customer Service, Credit Analysis, Business Planning, Training, Portfolio Management, Credit, Risk Management, Budgets, Real Estate, Team Leadership, Mortgage Lending, Commercial Banking, MediaWiki, Virtual Teams, Strategic Planning, Due Diligence
Education
University of California, Davis 1979 — 1982
Bachelor of Science, Agriculture Science and Management
Golden Gate University 1995 — 1999
MBA, Finance, 3.61
National University 2008 — 2009
Certificate, Accounting, 3.80
San Carlos High School 1973 — 1977
California Bank & Trust April 2011 - Present
California Bank & Trust September 2005 - April 2011
California Bank & Trust May 2002 - September 2005
California Bank & Trust July 1995 - April 2002
Sumitomo Bank of California February 1993 - July 1995
Sumitomo Bank of California January 1988 - February 1993
Sumitomo Bank of California July 1986 - December 1987
United States Peace Corps June 1983 - September 1985
Stanford University October 1982 - May 1983
California Beef Council June 1982 - September 1982
Skills
Virtual Management, Banking, Analysis, Financial Analysis, Management, Finance, Financial Services, Business Intelligence, Loans, Leadership, Project Management, Customer Service, Credit Analysis, Business Planning, Training, Portfolio Management, Credit, Risk Management, Budgets, Real Estate, Team Leadership, Mortgage Lending, Commercial Banking, MediaWiki, Virtual Teams, Strategic Planning, Due Diligence
Education
University of California, Davis 1979 — 1982
Bachelor of Science, Agriculture Science and Management
Golden Gate University 1995 — 1999
MBA, Finance, 3.61
National University 2008 — 2009
Certificate, Accounting, 3.80
San Carlos High School 1973 — 1977
Chang Liu Chang Liu's Sumitomo Bank of California Experience 1990 - 1994
Job SVP, Deputy Chief Lending Officer at Cathay Bank
Industry Banking
Experience
Cathay Bank March 2014 - Present
Banc of California January 2011 - February 2014
U.S. Bank October 2009 - December 2010
California National Bank January 1999 - October 2009
Fuji Bank, Limited 1994 - 1998
Sumitomo Bank of California 1990 - 1994
Skills
Commercial Real Estate..., Manage multiple lending..., Commercial Real Estate, Loans, Credit Analysis, Portfolio Management, Asset Management, Underwriting, Financial Risk, Financial Institutions, Risk Management, Management, Commercial Lending, Corporate Finance, Credit, Banking, Commercial Mortgages, Financial Analysis, Small Business Lending, Loan Origination, Real Estate Economics, Mortgage Lending, Commercial Banking, Treasury Management, Credit Risk, Finance, Construction Loans, Investments, Cash Management, Financial Modeling, Lines Of Credit, Valuation, Asset Based Lending, Financial Structuring, Structured Finance, Consumer Lending, Real Estate Financing, Financial Services, Capital Markets, Due Diligence, Retail Banking, Mortgage Banking, Middle Market, Branch Banking
Education
UCLA 1985 — 1990
Bachelor of Arts (B.A.), Economics
Birmingham High School 1981 — 1985
Cathay Bank March 2014 - Present
Banc of California January 2011 - February 2014
U.S. Bank October 2009 - December 2010
California National Bank January 1999 - October 2009
Fuji Bank, Limited 1994 - 1998
Sumitomo Bank of California 1990 - 1994
Skills
Commercial Real Estate..., Manage multiple lending..., Commercial Real Estate, Loans, Credit Analysis, Portfolio Management, Asset Management, Underwriting, Financial Risk, Financial Institutions, Risk Management, Management, Commercial Lending, Corporate Finance, Credit, Banking, Commercial Mortgages, Financial Analysis, Small Business Lending, Loan Origination, Real Estate Economics, Mortgage Lending, Commercial Banking, Treasury Management, Credit Risk, Finance, Construction Loans, Investments, Cash Management, Financial Modeling, Lines Of Credit, Valuation, Asset Based Lending, Financial Structuring, Structured Finance, Consumer Lending, Real Estate Financing, Financial Services, Capital Markets, Due Diligence, Retail Banking, Mortgage Banking, Middle Market, Branch Banking
Education
UCLA 1985 — 1990
Bachelor of Arts (B.A.), Economics
Birmingham High School 1981 — 1985
Johnson C Hung Johnson C Hung's Sumitomo Bank of California Experience August 1991 - March 1996
Job Vice President & Senior Commercial Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
China Citic Bank International Limited March 2005 - May 2014
Bank of Canton of California August 2000 - May 2001
Universal Bank February 1998 - July 1999
Sumitomo Bank of California August 1991 - March 1996
First Interstate Bank December 1990 - July 1991
First Interstate Bank February 1988 - February 1989
First Interstate Bank February 1988 - February 1989
First Interstate Bank August 1985 - January 1988
Skills
Commercial Banking, Credit Analysis, Banking, Loans, Finance, Financial Services, Retail Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Trade Finance, Credit Risk, Financial Analysis, Deposits, Credit, Portfolio Management, Branch Banking
Education
Sumitomo Bank of California - Self-Instructional Program 1994 — 1994
Omega I & Omega II, (1) Understanding Business Cash Flow (2) Commercial Loans To Business, Pass
First Interstate Bank of California 1989 — 1990
Financial Service Officer, Officer Development Training Program
East Los Angeles College 1982 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
California Bank & Trust May 2014 - Present
China Citic Bank International Limited March 2005 - May 2014
Bank of Canton of California August 2000 - May 2001
Universal Bank February 1998 - July 1999
Sumitomo Bank of California August 1991 - March 1996
First Interstate Bank December 1990 - July 1991
First Interstate Bank February 1988 - February 1989
First Interstate Bank February 1988 - February 1989
First Interstate Bank August 1985 - January 1988
Skills
Commercial Banking, Credit Analysis, Banking, Loans, Finance, Financial Services, Retail Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Trade Finance, Credit Risk, Financial Analysis, Deposits, Credit, Portfolio Management, Branch Banking
Education
Sumitomo Bank of California - Self-Instructional Program 1994 — 1994
Omega I & Omega II, (1) Understanding Business Cash Flow (2) Commercial Loans To Business, Pass
First Interstate Bank of California 1989 — 1990
Financial Service Officer, Officer Development Training Program
East Los Angeles College 1982 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Barbara Suyehiro Barbara Suyehiro's Sumitomo Bank of California Experience 1977 - 1999
Job CoFounder, EyeonEdge, LLC
Industry Health, Wellness and Fitness
Experience
Avon May 2011 - Present
Eye-on-Edge, LLC January 2011 - Present
Sumitomo Bank of California 1977 - 1999
Skills
Customer Service, Retail, Data Entry, Team Building, Training, Management
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Arts (B.A.), Family and Consumer Sciences/Home Economics Teacher Education
Avon May 2011 - Present
Eye-on-Edge, LLC January 2011 - Present
Sumitomo Bank of California 1977 - 1999
Skills
Customer Service, Retail, Data Entry, Team Building, Training, Management
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Arts (B.A.), Family and Consumer Sciences/Home Economics Teacher Education
Adolfo Gonzalez Adolfo Gonzalez's Sumitomo Bank of California Experience July 1996 - December 1998
Job Risk Management and Global Operations Professional
Industry Information Technology and Services
Experience
Oracle April 2013 - Present
Oracle September 2007 - April 2013
Protiviti May 2002 - August 2007
Arthur Andersen December 1998 - May 2002
Sumitomo Bank of California July 1996 - December 1998
Sumitomo Bank of California July 1995 - July 1996
Skills
Internal Audit, SOX, Risk Management, Internal Controls, Compliance, Manufacturing, Management Consulting, Segregation of Duties, Risk, Process Improvement, Documentation, Risk Assessment, Operational Risk, Risk Mitigation, Operational Risk..., COSO, Governance, Sarbanes-Oxley Act, Financial Risk, Software Documentation, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Auditing, IT Audit, Corporate Governance, Mergers & Acquisitions, External Audit, Accounting, Business Process..., Information Technology, Program Management, PMO, CISA, Strategy
Education
University of California, Berkeley 1990 — 1995
Double Major, Economics & Legal Studies
Oracle April 2013 - Present
Oracle September 2007 - April 2013
Protiviti May 2002 - August 2007
Arthur Andersen December 1998 - May 2002
Sumitomo Bank of California July 1996 - December 1998
Sumitomo Bank of California July 1995 - July 1996
Skills
Internal Audit, SOX, Risk Management, Internal Controls, Compliance, Manufacturing, Management Consulting, Segregation of Duties, Risk, Process Improvement, Documentation, Risk Assessment, Operational Risk, Risk Mitigation, Operational Risk..., COSO, Governance, Sarbanes-Oxley Act, Financial Risk, Software Documentation, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Auditing, IT Audit, Corporate Governance, Mergers & Acquisitions, External Audit, Accounting, Business Process..., Information Technology, Program Management, PMO, CISA, Strategy
Education
University of California, Berkeley 1990 — 1995
Double Major, Economics & Legal Studies
Gary J Sakamoto Gary J Sakamoto's Sumitomo Bank of California Experience 1975 - 1977
Job RETIRED SVP, Foreign Exchange Sales at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2002 - July 2014
Citibank - New York 1997 - 2002
National Australia Bank 1994 - 1997
National Westminster Bank 1992 - 1994
National Westminster Bank 1990 - 1992
National Westminster Bank 1982 - 1990
National Westminster Bank 1977 - 1982
Sumitomo Bank of California 1975 - 1977
Skills
Banking, Treasury Management, Investments, Credit, FX Options, Options, Capital Markets, Financial Markets, Structured Products, Financial Services, Trading, Derivatives, Credit Risk, Financial Risk, Risk Management, Foreign Exchange
Education
Michigan State University 1970 — 1974
B.A. Financial Administration, Economics and Equity Research
Chofu High School 1966 — 1970
Wells Fargo Bank December 2002 - July 2014
Citibank - New York 1997 - 2002
National Australia Bank 1994 - 1997
National Westminster Bank 1992 - 1994
National Westminster Bank 1990 - 1992
National Westminster Bank 1982 - 1990
National Westminster Bank 1977 - 1982
Sumitomo Bank of California 1975 - 1977
Skills
Banking, Treasury Management, Investments, Credit, FX Options, Options, Capital Markets, Financial Markets, Structured Products, Financial Services, Trading, Derivatives, Credit Risk, Financial Risk, Risk Management, Foreign Exchange
Education
Michigan State University 1970 — 1974
B.A. Financial Administration, Economics and Equity Research
Chofu High School 1966 — 1970
Linda Uyeki Linda Uyeki's Sumitomo Bank of California Experience April 1992 - June 1998
Job Customer Service Assistant
Industry Financial Services
Experience
California Bank & Trust February 2015 - Present
Fujimura Accountancy Corp. January 2013 - January 2015
Zions Bancorporation June 1999 - December 2011
California Bank & Trust January 1992 - December 1998
Sumitomo Bank of California April 1992 - June 1998
Various Bank January 1980 - February 1992
Skills
Payroll Services, QuickBooks, 1099 Preparation, Receptionist Duties, Bank Reconciliation, Bookkeeping, Branch Banking, Item Processing, Banking, Operations Management, Data Entry, Management, Accounts Payable, Customer Service, Deposits, Internal Audit, Internal Controls, Microsoft Excel, Outlook, Process Improvement, Retail Banking, Customer Satisfaction, Human Resources, Loans, Payments
Education
Alhambra high School
East Los Angeles College
California Bank & Trust February 2015 - Present
Fujimura Accountancy Corp. January 2013 - January 2015
Zions Bancorporation June 1999 - December 2011
California Bank & Trust January 1992 - December 1998
Sumitomo Bank of California April 1992 - June 1998
Various Bank January 1980 - February 1992
Skills
Payroll Services, QuickBooks, 1099 Preparation, Receptionist Duties, Bank Reconciliation, Bookkeeping, Branch Banking, Item Processing, Banking, Operations Management, Data Entry, Management, Accounts Payable, Customer Service, Deposits, Internal Audit, Internal Controls, Microsoft Excel, Outlook, Process Improvement, Retail Banking, Customer Satisfaction, Human Resources, Loans, Payments
Education
Alhambra high School
East Los Angeles College
Romeo N. (de) Castro Romeo N. (de) Castro's Sumitomo Bank of California Experience July 1989 - June 1996
Job CFO/Controller Residential Construction
Industry Construction
Experience
Pfeiffer Ranch Investors Inc (aka: Pinn Bros Companies) 1996 - 2014
Sumitomo Bank of California July 1989 - June 1996
Skills
Exposed to all aspects..., Over 30 Projects, 1,000..., Financial Analysis, Microsoft Office, Microsoft Excel, Budgets, Contract Negotiation, Management, Microsoft Word, Analysis, Real Estate, Sales, Strategic Planning, Negotiation, Construction, Operations Management, Finance, Public Speaking, Loans, Customer Service, Forecasting, Portfolio Management, Financial Reporting, Risk Management, Managerial Finance, Accounting
Education
San Jose State University 1983 — 1988
Bachelor of Science (BS), Business Finance
Liceo Salvadoreno
Elementary, Middle and High School
Pfeiffer Ranch Investors Inc (aka: Pinn Bros Companies) 1996 - 2014
Sumitomo Bank of California July 1989 - June 1996
Skills
Exposed to all aspects..., Over 30 Projects, 1,000..., Financial Analysis, Microsoft Office, Microsoft Excel, Budgets, Contract Negotiation, Management, Microsoft Word, Analysis, Real Estate, Sales, Strategic Planning, Negotiation, Construction, Operations Management, Finance, Public Speaking, Loans, Customer Service, Forecasting, Portfolio Management, Financial Reporting, Risk Management, Managerial Finance, Accounting
Education
San Jose State University 1983 — 1988
Bachelor of Science (BS), Business Finance
Liceo Salvadoreno
Elementary, Middle and High School
Peng Ngin Peng Ngin's Sumitomo Bank of California Experience 1994 - 1995
Job Senior Portfolio Manager, Sr. Vice President at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S.Trust, Bank of America Private Wealth Management September 2009 - Present
Progress investment Management March 2003 - September 2009
Fremont Investment Advisors 1995 - 2001
Sumitomo Bank of California 1994 - 1995
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Start-ups, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
Vassar College
BA
U.S.Trust, Bank of America Private Wealth Management September 2009 - Present
Progress investment Management March 2003 - September 2009
Fremont Investment Advisors 1995 - 2001
Sumitomo Bank of California 1994 - 1995
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Start-ups, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
Vassar College
BA
Lamont Rattler, MBA's Sumitomo Bank of California Experience 1996 - 1998
Job Experienced Investment Sales Broker Specializing in Multifamily Disposition Sales in Texas and Surrounding States
Industry Commercial Real Estate
Experience
Cushman and Wakefield 2004 - Present
Wells Fargo 2001 - 2003
Atherton Capital, Inc. 1998 - 2001
Sumitomo Bank of California 1996 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Real Estate, Finance
Wits Business School in Johannesburg, Republic of South Africa 2004 — 2004
MBA Exchange Program, Business Administration and Management, General
California State University-Sacramento 1991 — 1995
Bachelor of Science (B.S.), Business Administration, International Business
Lamar University 1989 — 1990
Business Administration and Management, General
Cushman and Wakefield 2004 - Present
Wells Fargo 2001 - 2003
Atherton Capital, Inc. 1998 - 2001
Sumitomo Bank of California 1996 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Real Estate, Finance
Wits Business School in Johannesburg, Republic of South Africa 2004 — 2004
MBA Exchange Program, Business Administration and Management, General
California State University-Sacramento 1991 — 1995
Bachelor of Science (B.S.), Business Administration, International Business
Lamar University 1989 — 1990
Business Administration and Management, General
L. Kimara Woolfolk L. Kimara Woolfolk's Sumitomo Bank of California Experience February 1991 - March 1998
Job Senior Lending Professional: Commercial Real Estate, Construction, Project Finance, C&I
Industry Banking
Experience
Self July 2010 - Present
East West Bank March 2009 - April 2010
United Commercial Bank November 2007 - March 2009
United Commercial Bank March 2005 - November 2007
EXL Group, LLC April 2001 - February 2005
Banc of America Securities June 1999 - March 2001
Bank of America April 1998 - June 1999
Sumitomo Bank of California February 1991 - March 1998
Skills
Credit Analysis, Underwriting, Due Diligence, Problem Loan Workouts, Financial Modeling &..., Project Finance, Banking, Portfolio Management, Real Estate & REIT..., Construction Lending, Credit Risk Management, Renewable Energy Finance, Commercial Banking, Credit Risk, Loans, Financial Analysis, Finance, Financial Modeling, Financial Structuring, Construction Loans, Renewable Energy
Education
Morehouse College 1985 — 1990
Bachelor of Arts, Political Science
Spelman College 1985 — 1990
Investment Banking Institute
Skyline High School
Self July 2010 - Present
East West Bank March 2009 - April 2010
United Commercial Bank November 2007 - March 2009
United Commercial Bank March 2005 - November 2007
EXL Group, LLC April 2001 - February 2005
Banc of America Securities June 1999 - March 2001
Bank of America April 1998 - June 1999
Sumitomo Bank of California February 1991 - March 1998
Skills
Credit Analysis, Underwriting, Due Diligence, Problem Loan Workouts, Financial Modeling &..., Project Finance, Banking, Portfolio Management, Real Estate & REIT..., Construction Lending, Credit Risk Management, Renewable Energy Finance, Commercial Banking, Credit Risk, Loans, Financial Analysis, Finance, Financial Modeling, Financial Structuring, Construction Loans, Renewable Energy
Education
Morehouse College 1985 — 1990
Bachelor of Arts, Political Science
Spelman College 1985 — 1990
Investment Banking Institute
Skyline High School
George Sevilla's Sumitomo Bank of California Experience 1997 - 1999
Job VP & Sr. Commercial Relationship Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank January 2015 - Present
Banco Popular North America December 2010 - January 2015
Americas United Bank 2007 - November 2010
Banco Popular North America 2002 - 2007
United California Bank 2001 - 2002
Bank of America 2000 - 2001
Pacific Business Bank 1998 - 1999
Sumitomo Bank of California 1997 - 1999
Skills
Commercial Banking, Finance, Banking, Loans, Portfolio Management, Small Business Lending, Commercial Lending, Commercial Mortgages, Team Building, Asset Management, Lines Of Credit, Marketing, SBA, Business Development, Cash Management, Management, Credit, Leadership, Asset Based Lending, Real Estate, Loan Origination, Mortgage Lending, Underwriting, Credit Analysis, Consumer Lending, Investments, Financial Analysis, Credit Risk, Sales, Treasury Management, Real Estate Financing, Real Estate Economics, Funding, Mortgage Banking, Financial Structuring, Refinance
Education
University of Washington 2007 — 2009
Banking
California State University-Fullerton 1995 — 1997
Double Major-Finance & Marketing, Institutional Banking
Fullerton College 1994 — 1995
Rio Hondo College 1994 — 1995
San Diego State University-California State University 1991 — 1993
Double Major-Finance & Marketing, Finance
Umpqua Bank January 2015 - Present
Banco Popular North America December 2010 - January 2015
Americas United Bank 2007 - November 2010
Banco Popular North America 2002 - 2007
United California Bank 2001 - 2002
Bank of America 2000 - 2001
Pacific Business Bank 1998 - 1999
Sumitomo Bank of California 1997 - 1999
Skills
Commercial Banking, Finance, Banking, Loans, Portfolio Management, Small Business Lending, Commercial Lending, Commercial Mortgages, Team Building, Asset Management, Lines Of Credit, Marketing, SBA, Business Development, Cash Management, Management, Credit, Leadership, Asset Based Lending, Real Estate, Loan Origination, Mortgage Lending, Underwriting, Credit Analysis, Consumer Lending, Investments, Financial Analysis, Credit Risk, Sales, Treasury Management, Real Estate Financing, Real Estate Economics, Funding, Mortgage Banking, Financial Structuring, Refinance
Education
University of Washington 2007 — 2009
Banking
California State University-Fullerton 1995 — 1997
Double Major-Finance & Marketing, Institutional Banking
Fullerton College 1994 — 1995
Rio Hondo College 1994 — 1995
San Diego State University-California State University 1991 — 1993
Double Major-Finance & Marketing, Finance
Bradley Keebler Bradley Keebler's Sumitomo Bank of California Experience January 1996 - September 1999
Job BradleyJ. Keebler
Industry Commercial Real Estate
Experience
TriMont Real Estate Advisors April 2014 - Present
Daymark Realty Advisors February 2011 - August 2011
TriMont Real Estate Advisors May 2001 - August 2010
United Commercial Bank September 1999 - May 2001
Sumitomo Bank of California January 1996 - September 1999
Federal Home Loan Bank of San Francisco January 1989 - January 1996
COMMERCIAL REAL ESTATE LOAN April 1984 - March 1989
MIDLAND MORTGAGE INVESTMENT CORPORATION September 1977 - April 1984
Skills
Portfolio Management, Mortgage Lending, Commercial Real Estate, Loans, Real Estate, Underwriting, Investors, Management, REO, Commercial Mortgages, Residential Homes, Real Estate Economics, Property, Structured Finance, Brokerage
Education
Eastern Michigan University 1969 — 1975
BBA, Marketing
TriMont Real Estate Advisors April 2014 - Present
Daymark Realty Advisors February 2011 - August 2011
TriMont Real Estate Advisors May 2001 - August 2010
United Commercial Bank September 1999 - May 2001
Sumitomo Bank of California January 1996 - September 1999
Federal Home Loan Bank of San Francisco January 1989 - January 1996
COMMERCIAL REAL ESTATE LOAN April 1984 - March 1989
MIDLAND MORTGAGE INVESTMENT CORPORATION September 1977 - April 1984
Skills
Portfolio Management, Mortgage Lending, Commercial Real Estate, Loans, Real Estate, Underwriting, Investors, Management, REO, Commercial Mortgages, Residential Homes, Real Estate Economics, Property, Structured Finance, Brokerage
Education
Eastern Michigan University 1969 — 1975
BBA, Marketing
Elizabeth Reno Elizabeth Reno's Sumitomo Bank of California Experience 1994 - 1998
Job Managing Director US Financial Services Performance Leader
Industry Financial Services
Experience
KPMG US December 2008 - Present
Vineyard Bank 2005 - 2006
KPMG March 2001 - June 2005
Fleet Capital Corporation January 1998 - January 1999
Sumitomo Bank of California 1994 - 1998
Skills
Accounting, Management, Banking, Financial Services, Strategic Planning, Business Development, Mergers & Acquisitions, Investment Banking, Cash Management, Due Diligence, Restructuring, Sales, Finance, Corporate Finance, Business Strategy, Private Equity, Valuation
Education
University of Bridgeport 1985 — 1986
Business Administration
Loyola Marymount University 1979 — 1983
BA, LIberal Arts
KPMG US December 2008 - Present
Vineyard Bank 2005 - 2006
KPMG March 2001 - June 2005
Fleet Capital Corporation January 1998 - January 1999
Sumitomo Bank of California 1994 - 1998
Skills
Accounting, Management, Banking, Financial Services, Strategic Planning, Business Development, Mergers & Acquisitions, Investment Banking, Cash Management, Due Diligence, Restructuring, Sales, Finance, Corporate Finance, Business Strategy, Private Equity, Valuation
Education
University of Bridgeport 1985 — 1986
Business Administration
Loyola Marymount University 1979 — 1983
BA, LIberal Arts
Dan Monar Dan Monar's Sumitomo Bank of California Experience February 1995 - April 1998
Job ACN Independent Representative
Industry Telecommunications
Experience
ACN March 2010 - Present
First Republic Bank April 1998 - December 2009
Sumitomo Bank of California February 1995 - April 1998
Education
Monterey Peninsula College 1974 — 1976
Accounting
ACN March 2010 - Present
First Republic Bank April 1998 - December 2009
Sumitomo Bank of California February 1995 - April 1998
Education
Monterey Peninsula College 1974 — 1976
Accounting
Arcy Ledezma Arcy Ledezma's Sumitomo Bank of California Experience February 1982 - January 1988
Job Senior Mortgage Banker at Sierra Pacific Mortgage Company, Inc.
Industry Financial Services
Experience
Sierra Pacific Mortgage Company, Inc. May 2014 - Present
Stearns Lending, Inc. June 2012 - May 2014
Diablo Funding Group/RPM Mortgage/Landmark Mortgage September 2003 - May 2011
The Mechanics Bank September 1998 - September 2003
Sanwa Bank January 1988 - August 1998
Sumitomo Bank of California February 1982 - January 1988
Skills
Residential Mortgages, Business Lending, New Business Development, Commercial Lending, Loans, Commercial Banking, Commercial Real Estate, Refinance, Mortgage Lending
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts (B.A.), Economics
Sierra Pacific Mortgage Company, Inc. May 2014 - Present
Stearns Lending, Inc. June 2012 - May 2014
Diablo Funding Group/RPM Mortgage/Landmark Mortgage September 2003 - May 2011
The Mechanics Bank September 1998 - September 2003
Sanwa Bank January 1988 - August 1998
Sumitomo Bank of California February 1982 - January 1988
Skills
Residential Mortgages, Business Lending, New Business Development, Commercial Lending, Loans, Commercial Banking, Commercial Real Estate, Refinance, Mortgage Lending
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts (B.A.), Economics
Dwight Edwards Dwight Edwards's Sumitomo Bank of California Experience March 1996 - November 1997
Job Vice President & Senior Trust Advisor at City National Trust & Estate
Industry Financial Services
Experience
City National Trust & Estate January 2000 - Present
City National Bank formerly North American Trust Company December 1997 - January 2000
Sumitomo Bank of California March 1996 - November 1997
Bank of America May 1989 - March 1996
Skills
Wealth Management, Portfolio Management, High Net Worth..., Asset Management, Banking, Trust Services, Investments, Estate Planning, Strategic Financial..., Investment Management, Insurance, Asset Allocation, Wealth, Mutual Funds, Wealth Management..., Credit, Investment Strategies, Asset Based Lending, Private Banking, Financial Services, Financial Risk, Asset Managment, Risk Management, Personal Financial..., Retirement Planning, Equities, Financial Advisory, Securities, 401k, Alternative Investments, Commercial Lending, Credit Analysis, Fixed Income, IRAs, Investment Advisory, Loans, Mortgage Lending, Retirement, Trust Management, Trusts, Financial Analysis, Fiduciary
Education
Cannon Financial Institute 2003 — 2005
Honor Graduate, Cannon Trust School
University of San Diego 1984 — 1987
Masters, Business Administration
University of San Diego School of Law 1979 — 1984
Juris Doctor, Law
San Diego State University-California State University 1974 — 1979
BS, Business Administration - Accounting
City National Trust & Estate January 2000 - Present
City National Bank formerly North American Trust Company December 1997 - January 2000
Sumitomo Bank of California March 1996 - November 1997
Bank of America May 1989 - March 1996
Skills
Wealth Management, Portfolio Management, High Net Worth..., Asset Management, Banking, Trust Services, Investments, Estate Planning, Strategic Financial..., Investment Management, Insurance, Asset Allocation, Wealth, Mutual Funds, Wealth Management..., Credit, Investment Strategies, Asset Based Lending, Private Banking, Financial Services, Financial Risk, Asset Managment, Risk Management, Personal Financial..., Retirement Planning, Equities, Financial Advisory, Securities, 401k, Alternative Investments, Commercial Lending, Credit Analysis, Fixed Income, IRAs, Investment Advisory, Loans, Mortgage Lending, Retirement, Trust Management, Trusts, Financial Analysis, Fiduciary
Education
Cannon Financial Institute 2003 — 2005
Honor Graduate, Cannon Trust School
University of San Diego 1984 — 1987
Masters, Business Administration
University of San Diego School of Law 1979 — 1984
Juris Doctor, Law
San Diego State University-California State University 1974 — 1979
BS, Business Administration - Accounting
Jules Walker Jules Walker's Sumitomo Bank of California Experience 1995 - 1997
Job Director, Venture Capital Practice at KPMG
Industry Financial Services
Experience
KPMG September 2011 - Present
Redwood City Little League 2004 - Present
Ravix Group June 2008 - September 2011
Robert Half Management Resources 2005 - 2008
BDO/BridgeMark October 2004 - December 2005
KPMG-Mountain View, CA March 2001 - September 2004
International Software Finance Corp. (ISF) 1997 - 1999
Sumitomo Bank of California 1995 - 1997
Bank of America 1992 - 1995
Skills
Mergers, Financial Modeling, Venture Capital, Start-ups, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Business Valuation, Private Equity, Equities, Strategic Planning, Marketing, IPO, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Corporate Governance, Accounting, Acquisition Integration, Capital Markets, Restructuring, Business Strategy, Business Development, Corporate Development, Revenue Recognition, Competitive Analysis, Investments, Executive Management, Internal Controls, Managerial Finance, Strategy, Tax, International Business, Forecasting, Leadership, Management Consulting, Finance, Strategic Financial..., Strategic Partnerships, M&A experience, Financial Reporting, Business Planning, Strategic Consulting, SEC filings, Funding, Financial Structuring, Risk Management
Education
Middlebury Institute of International Studies at Monterey 1990 — 1992
MBA, Int'l Marketing
University of Connecticut 1983 — 1987
BS, Finance
Rippowam High School
KPMG September 2011 - Present
Redwood City Little League 2004 - Present
Ravix Group June 2008 - September 2011
Robert Half Management Resources 2005 - 2008
BDO/BridgeMark October 2004 - December 2005
KPMG-Mountain View, CA March 2001 - September 2004
International Software Finance Corp. (ISF) 1997 - 1999
Sumitomo Bank of California 1995 - 1997
Bank of America 1992 - 1995
Skills
Mergers, Financial Modeling, Venture Capital, Start-ups, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Business Valuation, Private Equity, Equities, Strategic Planning, Marketing, IPO, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Corporate Governance, Accounting, Acquisition Integration, Capital Markets, Restructuring, Business Strategy, Business Development, Corporate Development, Revenue Recognition, Competitive Analysis, Investments, Executive Management, Internal Controls, Managerial Finance, Strategy, Tax, International Business, Forecasting, Leadership, Management Consulting, Finance, Strategic Financial..., Strategic Partnerships, M&A experience, Financial Reporting, Business Planning, Strategic Consulting, SEC filings, Funding, Financial Structuring, Risk Management
Education
Middlebury Institute of International Studies at Monterey 1990 — 1992
MBA, Int'l Marketing
University of Connecticut 1983 — 1987
BS, Finance
Rippowam High School
Carol Cushman Carol Cushman's Sumitomo Bank of California Experience February 1987 - August 1989
Job Licensed Sales Agent at Carey Allstate
Industry
Experience
Carey Allstate August 2015 - Present
Dow High School All Sports Booster Club September 2010 - September 2015
Fraternal Northwest Little League March 2005 - August 2011
Woodcrest Elementary School September 1999 - September 2009
Mt. Diablo Paarent Co-Op Preschool August 1996 - August 1999
Bank of the West May 1993 - July 1996
Dai-Ichi Kangyo Bank September 1989 - April 1993
Sumitomo Bank of California February 1987 - August 1989
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Windows, PowerPoint, English, Research, HTML, Teaching, Budgets, Photoshop, Editing, Public Speaking, Event Planning
Education
University of California, Davis 1995 — 1996
Bachelor of Science, Business/Managerial Economics
Montana State University-Bozeman 1982 — 1995
Carey Allstate August 2015 - Present
Dow High School All Sports Booster Club September 2010 - September 2015
Fraternal Northwest Little League March 2005 - August 2011
Woodcrest Elementary School September 1999 - September 2009
Mt. Diablo Paarent Co-Op Preschool August 1996 - August 1999
Bank of the West May 1993 - July 1996
Dai-Ichi Kangyo Bank September 1989 - April 1993
Sumitomo Bank of California February 1987 - August 1989
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Windows, PowerPoint, English, Research, HTML, Teaching, Budgets, Photoshop, Editing, Public Speaking, Event Planning
Education
University of California, Davis 1995 — 1996
Bachelor of Science, Business/Managerial Economics
Montana State University-Bozeman 1982 — 1995
Lisa Fuchs's Sumitomo Bank of California Experience 1986 - 1987
Job Global Market Development for Consumer Companies
Industry Retail
Experience
LSF Consulting 2014 - Present
Gap Inc. 2007 - 2012
Avon Products 1994 - 2000
Booz & Company 1991 - 1994
Unilever 1990 - 1990
Smith Barney 1987 - 1989
Sumitomo Bank of California 1986 - 1987
Skills
Strategy, Cross-functional Team..., Competitive Analysis, Customer Insight, Consumer Products, Financial Modeling, Strategic Planning, Business Strategy, Marketing Strategy, Business Development, Brand Management, Retail, Market Research, Analytics, Business Planning, Product Development, Leadership
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, General Management
Stanford University 1982 — 1986
AB, Economics
LSF Consulting 2014 - Present
Gap Inc. 2007 - 2012
Avon Products 1994 - 2000
Booz & Company 1991 - 1994
Unilever 1990 - 1990
Smith Barney 1987 - 1989
Sumitomo Bank of California 1986 - 1987
Skills
Strategy, Cross-functional Team..., Competitive Analysis, Customer Insight, Consumer Products, Financial Modeling, Strategic Planning, Business Strategy, Marketing Strategy, Business Development, Brand Management, Retail, Market Research, Analytics, Business Planning, Product Development, Leadership
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, General Management
Stanford University 1982 — 1986
AB, Economics
Louiery Sincioco's Sumitomo Bank of California Experience October 1996 - January 1997
Job Application Developer Consultant at Microsoft
Industry Defense & Space
Experience
Microsoft January 2009 - Present
ITT September 2007 - December 2008
The United States Marine Corps September 2003 - September 2007
Blackstone Technologies March 2000 - January 2002
Charles Schwab Inc., & Co April 1998 - January 2000
Microsoft Corporation May 1997 - July 1997
Charles Schwab Inc., & Co January 1997 - May 1997
Sumitomo Bank of California October 1996 - January 1997
RCM Capital Management November 1995 - October 1996
Oracle Corporation August 1995 - October 1995
Skills
Software Development, Databases, Oracle, Web Applications, Enterprise Software, Programming, Web Development, Information Assurance
Education
Grantham University 2005 — 2006
Computer Science
San Francisco State University 1993 — 1995
Computer Science
Microsoft January 2009 - Present
ITT September 2007 - December 2008
The United States Marine Corps September 2003 - September 2007
Blackstone Technologies March 2000 - January 2002
Charles Schwab Inc., & Co April 1998 - January 2000
Microsoft Corporation May 1997 - July 1997
Charles Schwab Inc., & Co January 1997 - May 1997
Sumitomo Bank of California October 1996 - January 1997
RCM Capital Management November 1995 - October 1996
Oracle Corporation August 1995 - October 1995
Skills
Software Development, Databases, Oracle, Web Applications, Enterprise Software, Programming, Web Development, Information Assurance
Education
Grantham University 2005 — 2006
Computer Science
San Francisco State University 1993 — 1995
Computer Science
David Lin's Sumitomo Bank of California Experience 1996 - 1998
Job Regional Director at Boeing
Industry Airlines/Aviation
Experience
Boeing Commercial Airplanes August 2014 - Present
US Airways, Inc. 2007 - August 2014
US Airways 2003 - 2007
US Airways 2000 - 2003
Sumitomo Bank of California 1996 - 1998
Skills
Airlines, Aviation, Aircraft, Contract Negotiation, Negotiation, Management, Financial Analysis, Commercial Aviation, Aircraft Maintenance, Aerospace, Program Management, Transportation, Human Factors, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA
University of California, Berkeley 1992 — 1995
BS, Business Administration
Boeing Commercial Airplanes August 2014 - Present
US Airways, Inc. 2007 - August 2014
US Airways 2003 - 2007
US Airways 2000 - 2003
Sumitomo Bank of California 1996 - 1998
Skills
Airlines, Aviation, Aircraft, Contract Negotiation, Negotiation, Management, Financial Analysis, Commercial Aviation, Aircraft Maintenance, Aerospace, Program Management, Transportation, Human Factors, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA
University of California, Berkeley 1992 — 1995
BS, Business Administration
Elizabeth Peregrino, SPHR's Sumitomo Bank of California Experience 1996 - 1999
Job Compliance Strategy Leader
Industry Human Resources
Experience
Facebook November 2014 - Present
Applied Materials October 2013 - October 2014
JSA Consulting, Inc. February 2012 - September 2013
Applied Materials 2004 - 2011
3Com 1999 - 2004
Sumitomo Bank of California 1996 - 1999
Coast Federal Bank 1990 - 1996
Skills
Employee Relations, Compliance, Affirmative Action, Program Management, Change Management, Diversity, Diversity Training, Procedure Development, Internal Communications, Employee Engagement, EEO/AA Compliance, HR Consulting, HR Policies, Project Management, Management Consulting, Applicant Tracking..., Human Resources, Personnel Management, Recruiting, Management Development, Leadership, Workforce Planning, Talent Management, Management, Strategy, Performance Management, Training, Succession Planning, Temporary Placement, HRIS, Organizational..., Organizational..., Consulting, Talent Acquisition, Onboarding
Education
Capella University
Bachelor's Degree, Business/HR Management
San Francisco State University
Facebook November 2014 - Present
Applied Materials October 2013 - October 2014
JSA Consulting, Inc. February 2012 - September 2013
Applied Materials 2004 - 2011
3Com 1999 - 2004
Sumitomo Bank of California 1996 - 1999
Coast Federal Bank 1990 - 1996
Skills
Employee Relations, Compliance, Affirmative Action, Program Management, Change Management, Diversity, Diversity Training, Procedure Development, Internal Communications, Employee Engagement, EEO/AA Compliance, HR Consulting, HR Policies, Project Management, Management Consulting, Applicant Tracking..., Human Resources, Personnel Management, Recruiting, Management Development, Leadership, Workforce Planning, Talent Management, Management, Strategy, Performance Management, Training, Succession Planning, Temporary Placement, HRIS, Organizational..., Organizational..., Consulting, Talent Acquisition, Onboarding
Education
Capella University
Bachelor's Degree, Business/HR Management
San Francisco State University
Andrew Arceo's Sumitomo Bank of California Experience June 1997 - 1998
Job Regulatory Bank Compliance Professional
Industry Banking
Experience
Randstad Sourceright December 2012 - December 2012
J.R. Metz Inc. February 2012 - November 2012
Wells Fargo February 2008 - December 2011
M Squared May 2007 - February 2008
Washington Mutual October 2005 - April 2006
Providian Financial 2000 - 2005
The Pacific Bank, N.A.. 1998 - 2000
Sumitomo Bank of California June 1997 - 1998
Office of the Comptroller of the Currency January 1986 - January 1997
Skills
Compliance, Regulatory Affairs, Compliance Audits, Banking, Credit Cards
Education
University of San Francisco 1979 — 1982
B.S., Business Economics
Randstad Sourceright December 2012 - December 2012
J.R. Metz Inc. February 2012 - November 2012
Wells Fargo February 2008 - December 2011
M Squared May 2007 - February 2008
Washington Mutual October 2005 - April 2006
Providian Financial 2000 - 2005
The Pacific Bank, N.A.. 1998 - 2000
Sumitomo Bank of California June 1997 - 1998
Office of the Comptroller of the Currency January 1986 - January 1997
Skills
Compliance, Regulatory Affairs, Compliance Audits, Banking, Credit Cards
Education
University of San Francisco 1979 — 1982
B.S., Business Economics
Donald Ballard's Sumitomo Bank of California Experience March 1996 - January 1999
Job Banking Professional
Industry Banking
Experience
Heartland Bank March 2006 - April 2007
Coldwell Banker Commercial NRT May 1999 - March 2006
Sumitomo Bank of California March 1996 - January 1999
Prudential Securities Incorporated June 1994 - December 1995
Manufacturers Bank April 1991 - June 1994
Education
James Madison University 1977 — 1979
MBA, Finance/Marketing
University of California, Berkeley 1975 — 1976
Bachelors, Political Science/Economics
Heartland Bank March 2006 - April 2007
Coldwell Banker Commercial NRT May 1999 - March 2006
Sumitomo Bank of California March 1996 - January 1999
Prudential Securities Incorporated June 1994 - December 1995
Manufacturers Bank April 1991 - June 1994
Education
James Madison University 1977 — 1979
MBA, Finance/Marketing
University of California, Berkeley 1975 — 1976
Bachelors, Political Science/Economics
Gerry Uyeda's Sumitomo Bank of California Experience 1970 - 1982
Job project coodinator at ivrop
Industry Primary/Secondary Education
Experience
ivrop project coordinatorImperial Valley Regional Occupational Program2007 - Present
sumitomo bank of California 1970 - 1982
Education
Chico State 1966 — 1968
ivrop project coordinatorImperial Valley Regional Occupational Program2007 - Present
sumitomo bank of California 1970 - 1982
Education
Chico State 1966 — 1968
Jeffrey Hirsch's Sumitomo Bank of California Experience 1987 - 1993
Job Vice President Property Management at Hines Interests Limited Partnership
Industry Commercial Real Estate
Experience
Hines Interests Limited Partnership 1997 - Present
Wells Fargo Bank 1993 - 1997
Sumitomo Bank of California 1987 - 1993
Skills
Facilities Management, Lease Administration, Real Estate, Tenant, Property Management, Corporate Real Estate, Finance, Lease Negotiations, Leases, Landlords, Real Estate Development, Disposition, Real Estate Economics, Real Estate Transactions, Commercial Real Estate
Education
University of San Francisco 1990 — 1994
MBA, Finance
University of California, Berkeley 1982 — 1986
Hines Interests Limited Partnership 1997 - Present
Wells Fargo Bank 1993 - 1997
Sumitomo Bank of California 1987 - 1993
Skills
Facilities Management, Lease Administration, Real Estate, Tenant, Property Management, Corporate Real Estate, Finance, Lease Negotiations, Leases, Landlords, Real Estate Development, Disposition, Real Estate Economics, Real Estate Transactions, Commercial Real Estate
Education
University of San Francisco 1990 — 1994
MBA, Finance
University of California, Berkeley 1982 — 1986
Tom Paton's Sumitomo Bank of California Experience February 1991 - October 1998
Job Senior Vice President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 1999 - Present
Sumitomo Bank of California February 1991 - October 1998
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Commercial Mortgages, Asset Management, Banking, Cash Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Lines Of Credit, Middle Market, Mortgage Lending, Portfolio Management, Risk Management, Small Business, Small Business Lending, Structured Finance, Treasury Management, Underwriting, Wealth Management, Strategic Financial..., Due Diligence
Education
San Francisco State University 1976 — 1978
MBA
University of California, Berkeley 1971 — 1976
BS
California Bank & Trust 1999 - Present
Sumitomo Bank of California February 1991 - October 1998
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Commercial Mortgages, Asset Management, Banking, Cash Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Lines Of Credit, Middle Market, Mortgage Lending, Portfolio Management, Risk Management, Small Business, Small Business Lending, Structured Finance, Treasury Management, Underwriting, Wealth Management, Strategic Financial..., Due Diligence
Education
San Francisco State University 1976 — 1978
MBA
University of California, Berkeley 1971 — 1976
BS
Eric Hsiao's Sumitomo Bank of California Experience August 1996 - August 1997
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2010 - Present
GE Capital February 2008 - October 2010
Merrill Lynch Capital March 2006 - February 2008
CitiCapital 2001 - 2006
Atherton Capital 1997 - 2001
Sumitomo Bank of California August 1996 - August 1997
Skills
Portfolio Management, Financial Risk, Structured Finance, Commercial Lending, Commercial Real Estate, Leveraged Finance, Credit, Credit Analysis, Capital Markets, Investments, Asset Management, Fixed Income, Commercial Banking, Credit Risk, Loans
Education
University of California, Los Angeles 1990 — 1995
BA
BNY Mellon October 2010 - Present
GE Capital February 2008 - October 2010
Merrill Lynch Capital March 2006 - February 2008
CitiCapital 2001 - 2006
Atherton Capital 1997 - 2001
Sumitomo Bank of California August 1996 - August 1997
Skills
Portfolio Management, Financial Risk, Structured Finance, Commercial Lending, Commercial Real Estate, Leveraged Finance, Credit, Credit Analysis, Capital Markets, Investments, Asset Management, Fixed Income, Commercial Banking, Credit Risk, Loans
Education
University of California, Los Angeles 1990 — 1995
BA
Pete Godfrey's Sumitomo Bank of California Experience July 1988 - October 1997
Job Manager Dealer Operations
Industry Automotive
Experience
Navistar Inc October 2012 - Present
Navistar Canada Inc September 2011 - September 2012
Bayshore International Trucks Inc September 2006 - August 2011
Navistar Inc January 2005 - August 2006
Navistar Financial Corporation January 2004 - December 2004
Navistar Financial Corporation March 2001 - December 2003
Navistar Financial Corporation January 2000 - February 2001
Navistar Financial Corporation January 1999 - December 1999
Navistar Financial Corporation November 1997 - December 1998
Sumitomo Bank of California July 1988 - October 1997
Skills
Dealer Operations, Forecasting, Process Improvement, Financial Analysis, Financial Reporting, Budgets, Automotive, Operations Management, Managerial Finance, Cross-functional Team..., Accounting, Finance, Internal Controls, Strategic Planning, Auditing, Transportation
Education
San Francisco State University 1987 — 1988
Master of Business Administration (MBA), International Business
University of Denver - Daniels College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Real Estate, Undergraduate
Prince of Wales Secondary School 1977 — 1982
High School, High School/Secondary Diplomas and Certificates, 8 through 12
Navistar Inc October 2012 - Present
Navistar Canada Inc September 2011 - September 2012
Bayshore International Trucks Inc September 2006 - August 2011
Navistar Inc January 2005 - August 2006
Navistar Financial Corporation January 2004 - December 2004
Navistar Financial Corporation March 2001 - December 2003
Navistar Financial Corporation January 2000 - February 2001
Navistar Financial Corporation January 1999 - December 1999
Navistar Financial Corporation November 1997 - December 1998
Sumitomo Bank of California July 1988 - October 1997
Skills
Dealer Operations, Forecasting, Process Improvement, Financial Analysis, Financial Reporting, Budgets, Automotive, Operations Management, Managerial Finance, Cross-functional Team..., Accounting, Finance, Internal Controls, Strategic Planning, Auditing, Transportation
Education
San Francisco State University 1987 — 1988
Master of Business Administration (MBA), International Business
University of Denver - Daniels College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Real Estate, Undergraduate
Prince of Wales Secondary School 1977 — 1982
High School, High School/Secondary Diplomas and Certificates, 8 through 12
Pete Demonteverde's Sumitomo Bank of California Experience 1987 - 1994
Job Credit Analyst at Ministry Partners Investment Company, LLC
Industry Banking
Experience
Ministry Partners Investment Company, LLC November 2011 - Present
Aluratek, Inc. November 2009 - November 2011
Union Bank of California February 2008 - November 2008
Evangelical Christian Credit Union 2002 - 2008
Citicorp 1994 - 2001
Sumitomo Bank of California 1987 - 1994
Skills
Relationship Management, Asset Based Lending, Retail Banking, Finance, Financial Risk, Loan Origination, Portfolio Management, Credit Management, Operational Risk, Asset Managment, Cash Flow
Education
University of Southern California 1982 — 1986
B.S., Business Administration - Finance
University of California, Berkeley 1983 — 1984
Ministry Partners Investment Company, LLC November 2011 - Present
Aluratek, Inc. November 2009 - November 2011
Union Bank of California February 2008 - November 2008
Evangelical Christian Credit Union 2002 - 2008
Citicorp 1994 - 2001
Sumitomo Bank of California 1987 - 1994
Skills
Relationship Management, Asset Based Lending, Retail Banking, Finance, Financial Risk, Loan Origination, Portfolio Management, Credit Management, Operational Risk, Asset Managment, Cash Flow
Education
University of Southern California 1982 — 1986
B.S., Business Administration - Finance
University of California, Berkeley 1983 — 1984
Michael Y. Oka's Sumitomo Bank of California Experience 1985 - 1998
Job Information Analyst
Industry Computer Software
Experience
EDS/California State Automobile Association(CSAA) July 2002 - January 2009
EDS/Phillips Semiconductors March 1998 - June 2002
EDS/Sumitomo Bank of California September 1995 - March 1998
Sumitomo Bank of California 1985 - 1998
Education
California State University-Los Angeles 1975 — 1979
bachlor, Business Administration (accounting)
EDS/California State Automobile Association(CSAA) July 2002 - January 2009
EDS/Phillips Semiconductors March 1998 - June 2002
EDS/Sumitomo Bank of California September 1995 - March 1998
Sumitomo Bank of California 1985 - 1998
Education
California State University-Los Angeles 1975 — 1979
bachlor, Business Administration (accounting)
Don Stroube's Sumitomo Bank of California Experience 1986 - 1989
Job Investment Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Ted Biggs's Sumitomo Bank of California Experience 1995 - 1998
Job SVP & Small Business Western Divison Manager at US Bank
Industry Financial Services
Experience
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
Theresa Chua's Sumitomo Bank of California Experience December 1994 - October 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Amdocs May 2007 - January 2009
AT&T Services, Inc. April 2000 - May 2007
STA America August 1998 - November 1999
Pacific Bell November 1996 - July 1998
Sumitomo Bank of California December 1994 - October 1996
AT&T Canada (formerly Unitel Communications, Inc.) October 1989 - June 1994
Davis & Henderson + Intercheques July 1988 - September 1989
Merrill Lynch Venture Capital August 1986 - April 1988
Education
University of Santo Tomas
BS, Mathematics
St. Joseph's College
High School
Wisdom Catholic School
Grades School
Amdocs May 2007 - January 2009
AT&T Services, Inc. April 2000 - May 2007
STA America August 1998 - November 1999
Pacific Bell November 1996 - July 1998
Sumitomo Bank of California December 1994 - October 1996
AT&T Canada (formerly Unitel Communications, Inc.) October 1989 - June 1994
Davis & Henderson + Intercheques July 1988 - September 1989
Merrill Lynch Venture Capital August 1986 - April 1988
Education
University of Santo Tomas
BS, Mathematics
St. Joseph's College
High School
Wisdom Catholic School
Grades School
Martha Clark's Sumitomo Bank of California Experience 1997 - 1998
Job Board Member & Consultant
Industry Management Consulting
Experience
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Suzy Wong's Sumitomo Bank of California Experience 1991 - 1998
Job Application System Engineer
Industry Mechanical or Industrial Engineering
Experience
Therma 2013 - Present
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank 2000 - 2005
Wells Fargo Bank 1999 - 2000
Sumitomo Bank of California 1991 - 1998
Sumitomo Bank of California 1989 - 1990
Skills
Security, Programming, Time Management, User Acceptance Testing, SDLC, DB2, Operating Systems, SQL, REXX, Troubleshooting, CICS, JCL, Mainframe, Unix, Easytrieve, COBOL
Education
UC Berkeley
Therma 2013 - Present
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank 2000 - 2005
Wells Fargo Bank 1999 - 2000
Sumitomo Bank of California 1991 - 1998
Sumitomo Bank of California 1989 - 1990
Skills
Security, Programming, Time Management, User Acceptance Testing, SDLC, DB2, Operating Systems, SQL, REXX, Troubleshooting, CICS, JCL, Mainframe, Unix, Easytrieve, COBOL
Education
UC Berkeley
M Nakabayashi's Sumitomo Bank of California Experience October 1990 - September 1998
Job Operations Consultant
Industry Management Consulting
Experience
Cognate BioServices January 2003 - April 2010
Layton BioScience, Inc. April 2002 - January 2003
BriteSmile, Inc. May 2000 - August 2001
Cushman & Wakefield September 1998 - May 2000
Sumitomo Bank of California October 1990 - September 1998
Education
California State University-Long Beach
Cognate BioServices January 2003 - April 2010
Layton BioScience, Inc. April 2002 - January 2003
BriteSmile, Inc. May 2000 - August 2001
Cushman & Wakefield September 1998 - May 2000
Sumitomo Bank of California October 1990 - September 1998
Education
California State University-Long Beach
Kathleen Freitas's Sumitomo Bank of California Experience September 1991 - June 1996
Job Project Coordinator
Industry Insurance
Experience
CSAA Insurance Group July 2014 - Present
CSAA Insurance Group November 2008 - July 2014
City National Bank April 2002 - November 2008
U.S. Trust Company, N.A. February 1999 - April 2002
Transamerica August 1996 - November 1998
Sumitomo Bank of California September 1991 - June 1996
Skills
Vendor Management, Human Resources, Leadership, Management, Training, Access, Project Management, Budgets, Team Building, Project Planning, SharePoint, Interviews, Administrative..., New Business Development, Program Management, Troubleshooting, Cross-functional Team..., Office Management
Education
California State University-Northridge 1989 — 1991
Saint Mary's College of California 1988 — 1989
Glendale Community College 1985 — 1988
California State University-Los Angeles 1986 — 1987
CSAA Insurance Group July 2014 - Present
CSAA Insurance Group November 2008 - July 2014
City National Bank April 2002 - November 2008
U.S. Trust Company, N.A. February 1999 - April 2002
Transamerica August 1996 - November 1998
Sumitomo Bank of California September 1991 - June 1996
Skills
Vendor Management, Human Resources, Leadership, Management, Training, Access, Project Management, Budgets, Team Building, Project Planning, SharePoint, Interviews, Administrative..., New Business Development, Program Management, Troubleshooting, Cross-functional Team..., Office Management
Education
California State University-Northridge 1989 — 1991
Saint Mary's College of California 1988 — 1989
Glendale Community College 1985 — 1988
California State University-Los Angeles 1986 — 1987
Kris Chandrasekar's Sumitomo Bank of California Experience July 1997 - March 1999
Job VicePresident at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce April 1999 - Present
Sumitomo Bank of California July 1997 - March 1999
The Associates (then a division of Ford Motors) June 1995 - June 1997
Tracy Federal Bank March 1989 - June 1995
Mercury Savings July 1985 - February 1989
Community Research Group January 1980 - December 1984
Skills
Financial Analysis,...
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
MBA, International Business
California State University-Fullerton 1978 — 1978
B.A., Business Administration/Marketing
Heritage Bank of Commerce April 1999 - Present
Sumitomo Bank of California July 1997 - March 1999
The Associates (then a division of Ford Motors) June 1995 - June 1997
Tracy Federal Bank March 1989 - June 1995
Mercury Savings July 1985 - February 1989
Community Research Group January 1980 - December 1984
Skills
Financial Analysis,...
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
MBA, International Business
California State University-Fullerton 1978 — 1978
B.A., Business Administration/Marketing
Chris Chiem Lee's Sumitomo Bank of California Experience February 1995 - October 1998
Job Credit at Funding Circle
Industry Financial Services
Experience
Funding Circle November 2014 - Present
Breakaway Funding LLC December 2013 - November 2014
Circle Bank August 2010 - November 2012
United Commercial Bank October 1998 - November 2009
Sumitomo Bank of California February 1995 - October 1998
Intelligent Notebook Systems June 1992 - February 1995
Skills
Project Management, Credit, Financial Structuring, Loans, Commercial Lending, Underwriting, Business Development, Commercial Banking, Financial Institutions, Real Estate, Management, Banking, Finance, Training, Financial Modeling, Commercial Mortgages, Portfolio Management, Private Banking, Funding, Due Diligence, Financial Services, Mergers & Acquisitions, Treasury Management, Credit Cards, Asset Based Lending, Deposits, Risk Management, Valuation, Asset Management, Credit Analysis, Executive Management, Financial Analysis, Retail Banking, Customer Service, Investment Properties, Small Business Lending, Credit Risk, Lines Of Credit, Mortgage Lending, Loan Servicing, Construction Loans, Consumer Lending, SBA, Sales, Commercial Real Estate, Strategy, Mortgage Banking, Cash Management, Investments, Relationship Management
Education
San Francisco State University 1989 — 1992
Bachelor of Science, Marketing
Funding Circle November 2014 - Present
Breakaway Funding LLC December 2013 - November 2014
Circle Bank August 2010 - November 2012
United Commercial Bank October 1998 - November 2009
Sumitomo Bank of California February 1995 - October 1998
Intelligent Notebook Systems June 1992 - February 1995
Skills
Project Management, Credit, Financial Structuring, Loans, Commercial Lending, Underwriting, Business Development, Commercial Banking, Financial Institutions, Real Estate, Management, Banking, Finance, Training, Financial Modeling, Commercial Mortgages, Portfolio Management, Private Banking, Funding, Due Diligence, Financial Services, Mergers & Acquisitions, Treasury Management, Credit Cards, Asset Based Lending, Deposits, Risk Management, Valuation, Asset Management, Credit Analysis, Executive Management, Financial Analysis, Retail Banking, Customer Service, Investment Properties, Small Business Lending, Credit Risk, Lines Of Credit, Mortgage Lending, Loan Servicing, Construction Loans, Consumer Lending, SBA, Sales, Commercial Real Estate, Strategy, Mortgage Banking, Cash Management, Investments, Relationship Management
Education
San Francisco State University 1989 — 1992
Bachelor of Science, Marketing
Christine Maia-Fleres's Sumitomo Bank of California Experience 1996 - 1998
Job Consumer Financial Protection
Industry Banking
Experience
Federal Reserve Bank of San Francisco July 2010 - Present
Operation HOPE 2004 - 2010
Merrill Lynch September 2007 - June 2008
First Republic Bank August 2004 - September 2007
Providian Bancorp Services June 2000 - August 2004
Sumitomo Bank of California 1996 - 1998
Bank of California 1995 - 1995
Office of the Comptroller of the Currency 1973 - 1981
Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC
Education
Holy Names University 1968 — 1969
Holy Names High School 1966 — 1968
Federal Reserve Bank of San Francisco July 2010 - Present
Operation HOPE 2004 - 2010
Merrill Lynch September 2007 - June 2008
First Republic Bank August 2004 - September 2007
Providian Bancorp Services June 2000 - August 2004
Sumitomo Bank of California 1996 - 1998
Bank of California 1995 - 1995
Office of the Comptroller of the Currency 1973 - 1981
Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC
Education
Holy Names University 1968 — 1969
Holy Names High School 1966 — 1968
Alan Aikawa's Sumitomo Bank of California Experience 1977 - 1998
Job Senior Vice President, Senior Credit Administrator at Torrey Pines Bank
Industry Financial Services
Experience
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Torrey Pines Bank March 2012 - Present
Comerica Bank June 2011 - February 2012
Wells Fargo Bank January 2008 - June 2011
Greater Bay Bank December 2000 - January 2008
Sanwa Bank February 1999 - November 2000
Sumitomo Bank of California 1977 - 1998
Skills
Commercial Banking, Commercial Lending, Sales Management, Portfolio Management, Small Business Lending, Commercial Real Estate, Loans, Credit, Credit Analysis, Asset Based Lending, Treasury Management, Banking, Lines Of Credit, Underwriting, Credit Risk, Commercial Mortgages, Consumer Lending, Mortgage Lending, Cash Management, SBA, Retail Banking, Private Banking, Cross Selling, Loan Origination, Financial Risk, Finance, Mortgage Banking, Construction Loans, Relationship Management, Financial Services, Risk Management, Cash Flow Lending, Deposits, Financial Analysis, Wealth Management, Middle Market, Refinance, Strategic Financial..., Financial Structuring
Education
California State University-Hayward
B.S., Business Management
Jeffrey Dragovich's Sumitomo Bank of California Experience February 1987 - February 1990
Job Senior Vice President Finance at Triple Five Group
Industry Real Estate
Experience
Triple Five Group of Companies May 2000 - Present
Business Bank of Nevada October 1999 - April 2000
Toyo Trust and Banking Co., Ltd March 1990 - September 1999
Sumitomo Bank of California February 1987 - February 1990
Skills
Marketing, Mergers & Acquisitions, Sales, Budgets, Finance, Leadership, Investments, Due Diligence, Financial Analysis
Education
Loyola Marymount University 1983 — 1986
Bachelor of Arts (B.A.), Marketing and Finance
Pacific University 1982 — 1983
Triple Five Group of Companies May 2000 - Present
Business Bank of Nevada October 1999 - April 2000
Toyo Trust and Banking Co., Ltd March 1990 - September 1999
Sumitomo Bank of California February 1987 - February 1990
Skills
Marketing, Mergers & Acquisitions, Sales, Budgets, Finance, Leadership, Investments, Due Diligence, Financial Analysis
Education
Loyola Marymount University 1983 — 1986
Bachelor of Arts (B.A.), Marketing and Finance
Pacific University 1982 — 1983
Romeo N. Castro's Sumitomo Bank of California Experience 1989 - 1996
Job Residential Construction Finance
Industry Construction
Experience
Pinn Brothers Constrution, Inc 1996 - 2012
Sumitomo Bank of California 1989 - 1996
Education
San Jose State University 1984 — 1988
Bachelor Science (B.S.), Business Finance
Pinn Brothers Constrution, Inc 1996 - 2012
Sumitomo Bank of California 1989 - 1996
Education
San Jose State University 1984 — 1988
Bachelor Science (B.S.), Business Finance