Experience
Sunwest Bank   June 2015 - Present
Sunwest Bank   February 2015 - May 2015
CommerceWest Bank  December 2013 - February 2015
ECCU  April 2011 - December 2013
Bank of America  September 2007 - April 2011
U.S. Bank formally PFF Bank & Trust   September 2005 - September 2007
Bank of America  January 2002 - September 2005

Skills
Banking, Commercial Banking, Fraud, Sales, Sales Operations, Due Diligence, Auditing, Loans, Compliance, Retail Banking, Commercial Lending, Financial Risk, Consumer Lending, Analysis, Financial Analysis, Leadership, AML, Anti Money Laundering, Internal Audit, Consulting, OFAC, Jack Henry, Global Vision, Risk Management

Education
California Baptist University   2010 — 2013
Bachelor of Arts (B.A.)

Experience
Second Harvest Food Bank of Orange County  March 2014 - Present
Foundation for the Great Park   2009 - 2013
Sunwest Bank   1997 - 2004
US Bank (formerly Southern California Bank)   1994 - 1997
Sunwest Bank   1987 - 1994

Skills
Event Planning, Administrative..., Nonprofits, Microsoft Office, Outlook, Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, Office Management

Education
Orange Coast College   1974 — 1975

University High School
12

Experience
Merchants Bank of California, NA   August 2015 - Present
Mega Bank  May 2015 - August 2015
Sunwest Bank   October 2014 - May 2015
Service Champions Heating & Air Conditioning  May 2013 - September 2014
U.S. Bank   2011 - 2012
Arrowhead Credit Union  2007 - 2009
195   2007 - 2009
Wells Fargo  2003 - 2006
Disneyland Resort  2002 - 2003

Skills
Public Speaking, Marketing, Management, Bilingual-English/Spanis..., Microsoft Office, Events, Cash Management, Leadership, Financial Analysis, Banking, Risk Management, Finance, Retail Banking, Microsoft Word, Anti Money Laundering, Financial Services, PowerPoint, Commercial Banking, Outlook, Time Management

Education
Santiago Canyon College   2013 — 2016
Current Student, Communication and Media Studies

Experience
Arizona Diabetes Foundation   2012 - Present
Sunwest Bank   May 2014 - June 2015
Arizona Manufacturers Council   February 2013 - May 2014
Comerica Bank  July 2010 - May 2014
JPMorgan Chase  September 1999 - June 2010
Premier National Bank  1996 - 1999
Phoenixcor Inc.  1994 - 1996
Fleet Bank  1992 - 1996
Key Bank  1990 - 1992

Skills
Banking, Credit, Small Business, Management, Commercial Banking, Small Business Lending, Business Development, Customer Service, Accounting, Cash Flow, Financial Analysis, Loans, Loan Origination, Team Building, Business Relationship..., Negotiation, Portfolio Management, Finance, Treasury Management, Sales, Executive Management, Cash Management, Risk Management, Mortgage Lending, Customer Relations, Accessibility, Public Speaking, New Business Development, Strategic Financial..., Leadership, Business Planning, Relationship Management, Real Estate, Strategic Planning, Credit Analysis, Consultative Selling, Deal Structuring, Cash Flow Management, Out Of the Box, Creativity, Problem Solving, Mergers & Acquisitions, Time Management, Asset Based Lending, Selling, Commercial Lending

Education
Babson College   1985 — 1989
BS, Accounting

Experience
JPMorgan Chase  September 2013 - Present
Comerica Bank  May 2012 - June 2013
Regents Bank  February 2011 - May 2012
Sunwest Bank   December 2009 - March 2011
Security Business Bank  September 2004 - July 2009
Southwest Community Bank  March 2002 - August 2004
southwest community bank  2002 - 2004

Skills
Commercial Lending, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Financial Analysis, Credit, Investments, Business Development, CRM, Financial Risk, Finance, Consumer Lending, Insurance, Relationship Management, Cash Management, Asset Based Lending, Risk Management, Underwriting, Management, Lines Of Credit, Accounting, Credit Risk, Loan Origination, Small Business, Leadership, Commercial Mortgages, Sales, Construction Loans, Financial Structuring, SBA, Mortgage Lending

Education
Pacific Coast Banking School   2002 — 2005
Banking Administration, Finance and Leadership

Colorado State University   1983 — 1989
Bachelor of Science, Business Administration.

Experience
California United Bank  August 2012 - Present
Premier Commercial Bank  November 2001 - July 2012
California Bank & Trust  October 2000 - October 2001
Citizens Business Bank  October 1999 - September 2000
Orange National Bank  January 1990 - September 1999
Sunwest Bank   May 1984 - May 1989

Skills
Commercial Banking, SBA, Credit, Small Business Lending, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Lending, Business Development, Structured Finance, Portfolio Management, Underwriting, Team Building, Commercial Mortgages, Credit Analysis, Asset Based Lending, Treasury Management, Lines Of Credit, Finance, Commercial Real Estate, Cash Management

Education
Pacific Coast Banking School   1995 — 1997
Graduate, Sr. Banking Program

California State University-Fullerton, Mihaylo College of Business and Economics   1985 — 1987
Bachelor of Business Administration (BBA), Finance, General

Experience
Sunwest Bank   January 2014 - August 2014
Syringa Bank  July 2010 - January 2014
Syringa Bank  May 2006 - July 2010
Idaho Central Credit Union  January 2005 - May 2006
Idaho Central Credit Union  November 2003 - January 2005
Red Robin Restaurant  January 2000 - November 2003
Northwestern Mutual Financial Network  September 2002 - March 2003

Skills
Customer Service, Loans, Cash Flow, Small Business Lending, Customer Satisfaction, Commercial Lending, Commercial Banking, Credit, Negotiation, Consumer Lending, Customer Relations, Excel, Word, Telephone Skills, Fact Finding, Ten Key, Organization, Prioritize Workload, Motivated self-starter, verbal and written..., Fiserv

Education
Boise State University   2000 — 2003
Marketing, Sales, International Business

St. Petersburg College   1988 — 1993
Associates, Business

Experience
Sunwest Bank   February 2013 - Present
Impac Mortgage • Irvine, CA   July 2012 - February 2013
Colliers-International  June 2011 - August 2011
Johnson Capital  June 2010 - August 2010
Surterre Properties  January 2006 - January 2007

Skills
Seniors Housing, Customer Service, Loans, Sales, Real Estate, Microsoft Excel, Highly personable, Negotiation, Investments, Data Analysis, Problem Solving, Team-oriented, Memory Care Facilities, PowerPoint, Assisted Living..., Finance, Mortgage Lending

Education
San Diego State University-California State University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Corona Del Mar High School   2003 — 2007

Experience
Starion Financial  August 2013 - Present
West Coast Bank  2000 - Present
West Coast Bank (formerly Bank of Newport)   1997 - 2000
Sunwest Bank   1992 - 1997
Sunwest Bank   1983 - 1992

Skills
Operational Management..., Customer Relations –..., Consumer Lending, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Cross-functional Team..., Finance, Leadership, Loans, Management, Process Improvement, Small Business Lending, Strategy, Banking, Business Transformation, Cash Management

Education
Gonzaga University
B.S. Finance

University of Phoenix
Master of Business Administration (M.B.A.)

US Air Force Academy

Experience
Beachbody  March 2014 - November 2014
Beachbody  August 2012 - November 2014
Technicolor  January 2011 - July 2012
Technicolor  May 2009 - July 2012
Technicolor  May 2009 - July 2012
HealthMarkets  February 2001 - March 2009
QuadRep Northwest   August 1998 - February 2001
Sunwest Bank   1997 - 1998

Skills
Entertainment, Film, Film Production, Television, Post Production, Feature Films, Hospitality Management, Outlook Express, Kronos, Concur, Microsoft Excel, Microsoft Word, PowerPoint, ScheduALL, Microsoft Publisher, Travel Management, Heavy Calendaring, Dropbox, Heavy Phones, Medical Records, Health Insurance, International Logistics, Client Co-ordination, Customer Service, Digital Media

Education
California State University-Fullerton   1993 — 1997
Bachelor of Arts (B.A.), Criminal Psychology

Experience
Wells Fargo Bank, N.A.   June 2015 - Present
Oak Valley Community Bank  February 2013 - June 2015
Sunwest Bank   June 2012 - December 2012
Westamerica Bank  February 2009 - June 2012
County Bank  May 2002 - February 2009
Bank of the West  March 1982 - May 2002

Skills
Banking, Agribusiness, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Commercial Banking, New Business Development, Credit, Leadership, Marketing, Strategic Planning, Small Business Lending, Budgets, Underwriting, Loan Origination, Sales Management, Financial Analysis, Portfolio Management

Education
California Polytechnic State University-San Luis Obispo   1978 — 1981
Bachelor of Science (BS), Agricultural Business and Management

University of California, Riverside   1976 — 1978

Experience
Wells Fargo Bank  September 2008 - Present
Sunwest Bank   May 2003 - September 2008
Western Financial Bank  October 2001 - May 2003

Skills
Banking, Loans, Credit, Small Business Lending, B2B, Commercial Banking, Sales Process, Benefits Negotiation, Commercial Lending, Financial Markets, Credit Analysis, Cash Management, New Business Development, Portfolio Management, Management, Relationship Management, Executive Coaching, Lines Of Credit, Financial Services, Mortgage Lending, Consumer Lending, Loan Origination, Treasury Management

Education
California State University-Fullerton

Experience
PNC Financial Services Group  November 2010 - Present
National City Bank  July 2008 - April 2010
Mirifex  February 2007 - July 2008
KeyCorp  1997 - 2006
Tharo Inc   November 1994 - April 1997
Sunwest Bank   July 1989 - October 1994

Skills
Business Analysis, Requirements Gathering, SDLC, Visio, Business Requirements, Requirements Analysis, Agile Methodologies, RUP, Mainframe, Process Improvement, COBOL, Testing, Scrum, ITIL

Education
Cuyahoga Community College
Associates, Data Processing

Experience
First Citizens Bank  August 2010 - April 2015
City National Bank  November 2009 - August 2010
Irwin Union Bank  June 2008 - November 2009
Vineyard Bank  December 2000 - June 2008
Manufacturers Bank  October 1997 - December 2000
Southern California Bank  1993 - 1997
Sunwest Bank   1988 - 1993
National Bank of Long Beach  1986 - 1988

Skills
Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Real Estate, Management, Credit, Portfolio Management, Banking, Credit Analysis, Mortgage Lending, Microsoft Office, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Financial Analysis, Risk Management, Real Estate Financing, Commercial Real Estate, Team Leadership, Cross-functional Team..., Loan participations, Loan Sales, Loan Work-outs, Strategic Communications

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1974 — 1977
BA, Accounting

Experience
Citizens Business Bank  March 2012 - Present
Community Bank  November 2002 - February 2012
Sunwest Bank   December 2001 - November 2002
US Bank  August 1994 - October 2001
First Bank & Trust  April 1998 - August 1999
Commerce Bank  September 1993 - July 1994
California State Trade & Commerce Agency   November 1992 - September 1993
National Bank of Long Beach  April 1989 - November 1992
First Interstate Bank  October 1981 - March 1989
Union Bank  June 1979 - October 1981

Skills
Credit, Banking, Finance, Small Business Lending, Asset Based Lending, Asset, Commercial Lending, Credit Analysis, Loans

Education
Pacific Coast Banking School, The Premier National Graduate School of Banking at the University of Washington   2009 — 2011
Master Certificate, Banking

California State University-Los Angeles   1983 — 1986
M.B.A., International Business

California State University-Long Beach - College of Business Administration   1975 — 1979
B.S. & Undergraduate Certficate in International Business, Marketing & International Business

California State University-Long Beach   1973 — 1978
B.A., Spanish

Universidad Complutense de Madrid, Spain   1975 — 1976
International Certificate, Spanish Language, Literature & Culture

Experience
Sunwest Bank   February 2014 - Present
Syringa Bank  December 2006 - February 2014
FirstBank Northwest in Lewiston, ID   June 2005 - December 2006
Pioneer Bank/Enterprise, OR   September 1999 - March 2005

Skills
Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Banking, Consumer Lending, Loan Origination, Business Development, Financial Analysis, Refinance, Mortgage Lending, Small Business

Education
Oregon State University   1970 — 1971

Experience
Albuquerque Hispano Chamber of Commerce, Albuquerque Master Gardeners and Accion NM   February 2014 - Present
Improve Group  2009 - 2012
Commerce Bank, Kansas City   January 2007 - January 2008
ACCION New Mexico  2002 - 2006
National Commerce Financial Corporation  2002 - 2003
Central Carolina Bank  January 1997 - January 1999
Boatmen's Bank  January 1993 - January 1997
Sunwest Bank   January 1988 - January 1993
Bankmate Shared ATM Network   January 1984 - January 1988
Sunwest Bank   January 1975 - January 1984

Skills
Leadership, Management, Business Development, Event Management, Training, Sales, Marketing Strategy, File Systems, Strategic Planning, Program Management, Banking, Access, Account Management, Loans, Customer Service, Human Resources, Customer Satisfaction, Team Building, Small Business, Selling, New Business Development, Project Planning, Contract Negotiation

Education
The University of New Mexico

Experience
Pacific Enterprise Bank  July 2015 - Present
ProAmérica Bank   May 2006 - July 2015
KCBS  2010 - 2015
Financial Executives International  1990 - 2015
Manufacturers Bank  2004 - 2006
Sunwest Bank   1993 - 2004
West Coast Bancorp   1984 - 1993
United California Savings Bank   1984 - 1987
Ernst & Young  1977 - 1984

Skills
Cash Management, Commercial Lending, Commercial Banking, Banking, Loans, Small Business Lending, Portfolio Management, Finance, Budgets, Strategic Planning, Credit Analysis, Lines Of Credit, Credit, Treasury Management, Investments, Risk Management, Mergers & Acquisitions, Mortgage Banking, Valuation, Interest Rate Risk..., Financial Analysis, Asset Management

Education
California State University-Fullerton
BA, Accounting

Experience
1st Century Bank  October 2014 - Present
Sunwest Bank   June 2013 - May 2014
Lutheran High School of Orange County  August 2010 - April 2014

Skills
Coaching, Band, Teaching, Music, Fundraising, Public Speaking, Social Media, Microsoft Excel, Finance, Public Relations, Nonprofits, Real Estate, Bloomberg Terminal, Underwriting, Investments, PowerPoint, Microsoft Word, Financial Modeling, Banking, Commercial Real Estate, Microsoft Office

Education
Chapman University   2011 — 2014
Bachelor's of Science (B.S.) / Bachelor's of Arts (B.A.), Business Administration - Finance / History, 3.59 GPA

University of Richmond   2009 — 2010
Political Science

Experience
Prime Therapeutics  November 2011 - Present
University of New Mexico Division of Continuing Education   November 2009 - November 2011
Bank of America  May 2008 - November 2009
Bank of America  March 2006 - April 2008
Sunwest Bank   1977 - 2008
Bank of America  2001 - 2004

Skills
Adobe eLearning Suite, Microsoft Office, Microsoft Publisher, Articulate Studio, Captivate, Lectora, Workshop Facilitation, Training Delivery, Instructor-led Training, Prior Learning..., Instructional Design, Instructional Technology, Process Consulting, Project Management, Program Evaluation, Solution Implementation, Consulting, Needs Analysis, Blended Learning, E-Learning, Performance Consulting, Learning Management, Learning Management..., Adult Education, Organizational..., Adult Learning Theory, Distance Learning, Training, Performance Improvement, Organizational Learning, Organizational..., ADDIE, Employee Training, Staff Development

Education
The University of New Mexico   2007 — 2010
MA, Organization Learning and Instructional Technology

The University of New Mexico   2005 — 2007
Bachelor, University Studies

Experience
Sunwest Bank   April 2007 - Present
Sunwest Bank   2007 - 2010

Education
Northern Arizona University-The W. A. Franke College of Business   1988 — 1992
BSBA, Finance

Experience
Sunwest Bank   September 2009 - Present
First State Bank  June 2006 - September 2009
Wells Fargo  June 2002 - June 2006

Skills
Banking, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Finance, Interest Rate Risk..., Commercial Banking, Risk Management, Budget Forecasts, Client Relations, ALM, Business Profitability, Investment Management, Liquidity Management, Risk Analytics, Variance Analysis, Dashboard Metrics, Microsoft Office, Microsoft Excel, Portfolio Management, Credit Analysis

Education
Northern Arizona University   2003 — 2006
Bachelor of Business Administration (BBA), Finance, General, Cum Laude

Experience
Sunwest Bank   March 2011 - Present

Skills
Commercial Banking, Credit Analysis, Commercial Lending, Credit, Small Business Lending, Financial Analysis, Loans, Banking, Risk Management

Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA), Finance, Real Estate and Law

Experience
Sunwest Bank   November 2009 - Present
Pacific Coast National Bank (Acquired)   November 2007 - November 2009
Vineyard Bank  2003 - 2007
Pacific Mercantile Bank  1999 - 2003

Skills
Cash Management, Payments, Banking, Commercial Banking, Credit, Financial Services, Commercial Lending, Credit Analysis, Deposits, Treasury Management, Customer Conversion, Risk Management, Lines Of Credit, Retail Banking

Education
San Diego State University-California State University

Experience
Sunwest Bank   December 2009 - Present
Kinecta Federal Credit Union  January 2007 - October 2009
Commercial Capital Bank  2004 - 2007
Hawthorne Savings  1999 - 2004
Hawthorne Savings F.S.B.   1999 - 2004
Home Savings of America  1989 - 1999
Federal Reserve System  1984 - 1989

Skills
Business Continuity, Management, Financial Modeling, Credit Analysis, Strategic Planning, Due Diligence, Mergers & Acquisitions, Vendor Management, Business Analysis, Small Business Lending, Credit Risk, Portfolio Management, AML, Operations Management, Banking, Commercial Lending, Consumer Lending, Risk Management, Commercial Banking, Operational Risk..., Mortgage Lending, Credit, Asset Management, Branch Banking, Cash Management, Customer Service, Finance, Retail Banking, Bank Secrecy Act, Team Building, Leadership, Deposits, Commercial Mortgages, Relationship Management, Operational Risk, Call Centers, Asset Based Lending, Investments, Cross Selling, Branch Management, Loans, Underwriting, Financial Risk, FHA, Treasury Management, Lines Of Credit, Budgets, Loan Origination, Financial Analysis, Mortgage Banking

Education
Penn State University   1984 — 1987
Quantitative Business Analysis (Statistics), Business, Economics, Mathematics

Experience
Sunwest Bank   November 2013 - Present
Rehabilitation Institute of Southern California (RIO)   March 2014 - Present
Wedbush Securities  June 2013 - November 2013
Wedbush Securities  January 2013 - June 2013
FocusPoint Solutions  June 2012 - August 2012
J & L Equipment and Service LLC   2006 - 2011

Skills
Financial Analysis, Portfolio Management, Public Speaking, Analysis, Finance, Market Research, Research, PowerPoint, Microsoft Excel, Business Strategy, Microsoft Office, Team Leadership, Microsoft Word, Social Media Marketing, Marketing Strategy, Customer Service, Facebook, Project Management, New Business Development, Business Development

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2011 — 2013
Master of Business Administration (M.B.A.), Finance, General

Chapman University   1999 — 2003
Bachelor of Arts (BA), Psychology

Experience
First Citizens Bank  January 2015 - Present
Bridge Bank  June 2013 - January 2015
Pacific Premier Bank  February 2012 - June 2013
Wells Fargo Bank  February 2011 - February 2012
CIT- Small Business Lending  July 2006 - February 2011
Comerica Bank  July 2005 - July 2006
Sunwest Bank   July 2004 - July 2005
Wells Fargo Bank  January 2002 - July 2004
Bank of America  May 1997 - December 2001

Skills
Financial Analysis, Strategic Planning, Small Business, Real Estate, Loan Origination, Mortgage Banking, Risk Management, Treasury Management, Team Building, Cash Management, Cross Selling, Finance, Retail Banking, Sales Management, Relationship Management, SBA Lending, Management, Leadership, Loans, Coaching, Negotiation, Integrity, Training, Time Management, Business Development, SBA, Sales, New Business Development, Customer Service, Networking, Social Media Marketing, Customer Retention, Social Networking, Start-ups, Analysis

Education
Business Academy School   2001 — 2002
Business Certificate -, Business Banking, Business Industry

Executive Management School   1996 — 1997
Certificate -, Management, and Marketing

California State University-Los Angeles   1988 — 1992
BS, Criminal Justice

Experience
Sunwest Bank   2011 - September 2014
Morgan Drexen  2010 - 2011
WD, a Western Digital company  2009 - 2010
Fresh and Easy  2006 - 2009
NewSong Church  2004 - 2006
Veo. Inc,   1999 - 2003

Skills
Oracle Database, Oracle SQL Developer, Microsoft SQL Server, MySQL, PL/SQL, Microsoft Certified..., Microsoft Office, Java, JavaScript, AIX, Virtualization, Disaster Recovery, VMware, Vendor Management, Servers

Education
UC Irvine, Extension   2014 — 2015
Oracle Database Administration Certificates & Oracle Application Development, Oracle DBA Administration & Oracle Application Development, 4.0

California State Polytechnic University-Pomona   1994 — 2000
Bachelor of Science (BS), Electrical and Electronics Engineering

Experience
Carol Bouloy, associate broker   August 1996 - Present
Coldwell Banker  August 1996 - Present
Sunwest Bank   May 1978 - August 1996

Skills
Real Estate, Sellers, Short Sales, Residential, Realty, Selling, Investment Properties, Buying, Relocation, Land, Condos, REO, First Time Home Buyers, Investments, ABR, Negotiation, Foreclosures, Investors, Brokerage, New Home Sales, Purchase, Referrals, Single Family Homes, Relocations, Listings, Resale, Townhomes, New Homes, Income Properties, Buyer Representative, Move Up Buyers, Property, Real Property, Sales

Education
The University of New Mexico   1978 — 1980
none, general

Experience
Tudor, Pickering, Holt & Co.   May 2015 - Present
PwC  August 2013 - May 2015
Office of George W. Bush  June 2012 - August 2012
PwC  January 2012 - March 2012
Sunwest Bank   July 2011 - August 2011
SecureDock, LLC   June 2009 - August 2009

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Master of Science in Accounting

Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration Emphasis in Accounting

San Clemente High School   2004 — 2008

Experience
Bank of the West  February 2010 - Present
Financial Network Investment Corporation  March 1999 - August 2007
Sunwest Bank   1989 - 1997

Education
Eastern New Mexico University   1987 — 1989
BBA, Business, Marketing

Eastern New Mexico University   1987 — 1989
bba, Business

Western State Colorado University   1980 — 1981
Business

Cibola High School   1976 — 1980

Experience
Altura Credit Union  May 2009 - Present
WesCorp  March 2001 - May 2009
Sunwest Bank   1981 - 1999
Collins Radio Credit Union (Rockwell)   1975 - 1980

Skills
Accounting, PowerPoint, Data Mining, Problem Solving, Consolidation, Budgeting, Process Improvement, Banking, Internal Controls, Financial Reporting, Mergers, Financial Analysis, Risk Management, Excel, Financial Management, Financial Planning, Financial Institutions, Financial Accounting, Analysis, Microsoft Excel, Budgets, Strategic Financial..., Managerial Finance, Financial Services, Business Analysis, Finance, Financial Modeling, Financial Statements, Credit Unions, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Credit, Management, Loans, Leadership, Executive Management, Business Process..., General Ledger, Account Reconciliation, Accounts Payable, Cash Management, Payroll

Education
University of La Verne   2005 — 2007
Graduate

Western CUNA Management School

Saddleback College
Bachelor of Science

University of Phoenix
Bachelor of Science

Experience
Sunwest Bank   May 2014 - Present
Home Federal Bank  April 2013 - May 2014
Verdi Wealth Planning   January 2013 - April 2013
Zions Wealth Advisors   May 2012 - January 2013
Mountain West Bank  April 2010 - May 2012
Mountain West Bank  December 2004 - April 2010
Arnerich Massena & Associates  February 2001 - June 2004
Brown/Armstrong   January 2000 - February 2001

Skills
Financial Analysis, Loans, Investments, Commercial Lending, Portfolio Management, Marketing, Small Business Lending, Program Management, Commercial Banking, Underwriting, Asset Allocation, Lines Of Credit, Retail Banking, Credit Analysis, Banking, Coaching, Consumer Lending, Strategic Planning, Public Speaking

Education
Leadership Boise   2006 — 2008

Seattle Pacific University
Bachelor of Arts (BA)

Experience
Sunwest Bank   October 2007 - Present
Sunwest Bank   2007 - 2008

Education
Bentley University   1987 — 1991

Experience
KS StateBank  January 2013 - Present
Heritage Bank  February 2012 - December 2012
Sunwest Bank   May 2011 - February 2012
Reliance Bank  December 2008 - March 2011

Education
University of South Carolina-Columbia   1981 — 1985

Experience
Okaloosa County  January 1993 - Present
Ankara Air Station   January 1988 - June 1989
Sunwest Bank   August 1985 - August 1987

Skills
Teaching, Elementary Education, Classroom Management, Educational Leadership

Education
University of West Florida   1997 — 2000
Bachelor of Arts (BA), Elementary Education and Teaching

Texas Christian University   1981 — 1984
Bachelor of Science (BS), Marketing

Experience
Sunwest Bank   April 2014 - Present

Skills
Banking, Investments, Accounting, Management, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Deposits, IRAs, 401k

Education
California State University, Long Beach
Bachelor’s Degree, Bachelor of Science in Business Administration - Marketing

Experience
Opus Bank  May 2013 - Present
California Council on Economic Education  2009 - Present
Sunwest Bank Charitable Foundation, Inc   December 2009 - May 2013
Sunwest Bank   2007 - May 2013
American Red Cross Orange County Chapter  2009 - 2011
Vineyard Bank  October 2006 - June 2007
Commercial Capital Bank  June 1997 - October 2006
Sandler O'Neill  April 1992 - May 1997

Skills
M&A, Budgets, Team Building, Corporate Finance, Balance Sheet Management, Risk Management, Profitability..., Strategic Planning, ALM, Financial Analysis, Captial Markets, Shareholder Value, Investment Strategies, Cost Reduction..., SOP 03-3, Operations, Corporate Governance, Sales, Shareholder Relations, Legal Matters, Contract Negotiation, Regulatory Affairs

Education
Bentley University   1987 — 1991
Finance and Economics

Experience
Mountain West Bank  August 2015 - Present
Sunwest Bank   February 2014 - August 2015
Syringa Bank  November 2005 - January 2014
Hawaii National Bank  September 1987 - September 2005

Skills
Commercial Lending, Small Business Lending, SBA, SBA 504, Letters of Credit, Commercial Real Estate, Credit Analysis, Credit, Consumer Lending, Commercial Banking, Loans, Underwriting, Lines Of Credit, Small Business, Loan Origination, Banking, Financial Analysis

Education
University of Phoenix   2000 — 2004
Bachelor of Science in Business Administration

Kapiolani Community College   1986 — 1988
Associate of Arts and Sciences (A.A.S.)

Experience
American Express  December 1995 - Present
IBM  May 2002 - December 2004
Sunwest Bank   January 1990 - March 1993
Safeway Food Stores, Phoenix, AZ.   June 1984 - December 1989

Skills
Business Analysis, Process Improvement, Vendor Management, Analysis, Risk Management, CRM, Strategic Planning, Microsoft Office, Credit Risk, Microsoft Excel, Program Management, Leadership, SQL, Software Project..., Customer Service, Management, Business Intelligence, Team Leadership, Accounts Payable &..., Financial Analysis, Financial Reporting, Technical Support, Technical Documentation, Technical Analysis, SDLC, Business Process...

Education
Ashford University   2008 — 2010
Organizational Management, Business Administration, Management and Operations, 3.94

University of Phoenix   2005 — 2007
Organizational Management, Business Administration, Management and Operations, 3.94

Experience
Con Alma Health Foundation   August 2014 - Present
Snow Dogs Santa Fe   November 2011 - Present
Give Grande NM - a project of The Community Foundation Coalition of New Mexico   December 2013 - August 2014
New Mexico Community Foundation  January 2010 - November 2013
New Mexico Community Foundation  April 2004 - January 2010
Private Consultant  2003 - 2005
Xynergy Web Development   April 2004 - July 2004
Santa Fe Chamber Music Festival  1994 - 2004
Sunwest Bank   October 1991 - September 1994

Skills
Grants, Philanthropy, Nonprofits, Fundraising, Program Development, Community Outreach, Volunteer Management, Grant Administration, Program Evaluation, Capacity Building, Research, Program Management, Non-profit Leadership, Board Relations, Bookkeeping, Strategic Planning, Strategic Partnerships, IT Management, Grant Writing, Grant Monitoring, Federal Grants..., Newsletters, Training, Non-profit..., Board Development, Public Policy, Community Organizing

Education
New Mexico Highlands University

Santa Fe Community College

Experience
US Bank  July 2011 - Present
US Bank  September 2008 - July 2011
CitiCapital Equipment Finance   October 2007 - September 2008
US Bank  March 2006 - October 2007
California First Leasing Corporation  2003 - 2004
Cal First Leasing - American Technologies Credit   1996 - 2003
Sunwest Bank   1991 - 1995
Southern California Bank  1989 - 1991
Wells Fargo  1987 - 1989
Security Pacific Bank  1978 - 1987

Skills
Credit, Financial Modeling, Mortgage Lending, Lines Of Credit, Asset Managment, Cash Management, Corporate Finance, Wealth Management, Investments, Strategic Financial..., Asset Management, Asset Based Lending, Financial Planning, Commercial Lending, Banking, Portfolio Management, Loans

Education
Loyola Marymount University, College of Business Administration   1978 — 1982
Master of Business Administration (M.B.A.), Business

Loyola Marymount University   1972 — 1976
BA, Business

St Bernards

Experience
New Mexico Small Business Development Center at Northern New Mexico College   August 1997 - Present
Sunwest Bank   January 1994 - August 1997
New Mexico Small Business Development Center at Northern New Mexico College   June 1993 - December 1993

Skills
Business Planning, Budget, Management, Financial Analysis, Strategic Planning, Financial Projections, Market Research, Bookkeeping, Time Management, Workshop Development, Workshop Presenter, Training Workshops, Budgets, Training, Workshops, Customer Service, Event Planning, Coaching, Public Speaking, Business Development, Start-ups, Non-profits, Fundamental Analysis, Research, Nonprofits, Community Outreach, Analysis, New Business Development, Leadership Development, Community Development, Government, Organizational..., Program Management, Fundraising, Proposal Writing, Grant Writing, Policy, Staff Development, Higher Education, Workshop Facilitation, Grants, Program Development, Economic Development, Public Relations, Data Analysis, Student Affairs, Teaching, Leadership

Education
University of Phoenix   2002 — 2004
BS, Business Administration

New Mexico Highlands University   1973 — 1977
Elementary Education, Journalism, Art

Experience
Pacific Premier Bank  April 2015 - Present
Sunwest Bank   March 2012 - April 2015
Pacific Mercantile Bank  October 2011 - February 2012
Pacific Mercantile Bank  May 2009 - September 2011
Grant Thornton  August 2003 - May 2009

Education
California State University-Fullerton   2000 — 2003
BA, Accounting

Experience
Cornerstone Real Estate Advisers  February 2011 - Present
Sunwest Bank   March 2010 - April 2011
Churchill Mortgage  June 2004 - April 2009
Holliday Fenoglio Fowler  March 1999 - April 2004
Johnson Capital  January 1998 - February 1999

Skills
Asset Management, Portfolio Management, Asset Managment, Real Estate

Education
University of California, Los Angeles

Experience
Lone Star State Bank of West Texas  February 2007 - Present
State National Bank  1998 - 2007
NationsBank  1996 - 1998
Sunwest Bank   1987 - 1998

Education
New Mexico State University   1982 — 1986
BS, Agricultural Economics

Experience
Sunwest Bank   April 2014 - Present
Comerica  June 2011 - January 2014
First Private Bank & Trust  October 2009 - June 2011
Wachovia, A Wells Fargo Company  August 2006 - August 2009
Wells Fargo Bank  2001 - 2006

Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit

Education
University of California, San Diego   1987 — 1990
BA, Management Sciences

Experience
Pacific Mercantile Bank  July 2013 - Present
Comerica Bank  March 2008 - March 2012
Comerica Bank  March 2000 - March 2008
Downey Savings and Loan  1999 - 2000
Tokai Bank  1998 - 1999
Sunwest Bank   1994 - 1995
Cornerstone Bank  1984 - 1995
Great American Bank/San Diego Federal S & L   1976 - 1984

Skills
Commercial Lending, Loans, Real Estate Economics, Construction Loans, Commercial Banking, Credit, Banking, Underwriting, Portfolio Management, Real Estate, Investments, Credit Analysis

Education
Palomar College
Associate of Arts (AA)

San Diego State University

Southern Oregon University

Experience
RiverRock Real Estate Group  February 2013 - Present
South OC Pony Club   2011 - April 2015
Regency ATM   June 2012 - February 2013
Sunwest Bank   January 2012 - February 2013
American Security Bank  April 2011 - January 2012
Lee and Associates  November 2009 - May 2010
Wells Fargo Bank  June 2008 - April 2010
Concordia University Irvine  2007 - 2010

Skills
Customer Service, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, ATMs, New Business Development, Sales, Strategic Planning, Negotiation, Accounting, Business Strategy, Event Planning, Microsoft Office, Management, Operations Management, Banking, File Management, Teamwork, Bank Reconciliation, Team Building, Social Media, Market Research, Sales Management, Entrepreneurship, Social Networking, Budgets, Leadership, Marketing Strategy, Real Estate, Public Speaking, Social Media Marketing, Outlook

Education
Concordia University-Irvine   2007 — 2010
Bachelors Degree, Management

2003-2007JSerra Catholic High School   2003 — 2007

Experience
California Bank & Trust  September 2000 - Present
Sunwest Bank   January 1998 - September 2000
City National Bank  October 1994 - January 1998
Eldorado Bank  July 1991 - September 1994
Bank of San Pedro   October 1986 - July 1991
National University  January 1988 - August 1989
First Los Angeles Bank  November 1984 - October 1986
Lloyds Bank California  November 1983 - October 1984
Bank of America  May 1980 - November 1983

Skills
Commercial Banking, Commercial Lending, Small Business Lending, SBA, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Credit, Credit Analysis, Loans, Banking, Treasury Management, Underwriting, Credit Risk, Construction Loans, Cash Management, Retail Banking, Portfolio Management, Mortgage Lending, Private Banking, Deposits, Commercial Finance, Consumer Lending, Financial Structuring, Financial Analysis, Structured Finance, Middle Market, Cash Flow Lending, Factoring, Financial Services, Real Estate Financing, Finance, Loan Origination, Trade Finance, Letters of Credit, Commercial Real Estate

Education
Pepperdine University   1985 — 1987
MBA, Business

California State University - Long Beach   1977 — 1982
BS, Financial Management

Experience
Sunwest Bank   Operations SpecialistFirst State Bank of FlagstaffSeptember 2008 - August 2010

Education
The University of Connecticut School of Business   2004 — 2008
Bachelor of Science in Business Administration, International Business Management

Experience
Patriots Federal Credit Union   October 2013 - Present
Sunwest Bank   May 2010 - March 2013
Bank of America  2005 - 2007

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2002 — 2005
Bachelor of Arts (B.A.), History

Experience
Preferred Bank  November 2013 - Present
Commercial Bank of California  March 2008 - November 2013
First Bank  February 2005 - February 2008
Sunwest Bank   February 2004 - February 2005
Business Bank of California (now Union Bank of California)   November 2002 - February 2004
IndyMac Bank  October 2001 - October 2002
Tokai Bank of California  February 1997 - September 2001

Skills
Loans, Small Business Lending, Real Estate, Commercial Mortgages, Finance

Education
Cal State Fullerton
Bachelor of Arts, Business Administration

Experience
California Bank & Trust  May 2014 - Present
First Federal Bank of California  February 2006 - May 2007
Security Pacific Bank  May 2005 - February 2006
Sunwest Bank   November 2003 - May 2005
Union Bank  July 2001 - November 2003

Skills
Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Loan Origination, Small Business Lending, Banking, Consumer Lending, Retail Banking, Risk Management, Accounts Receivable, Accounts Payable, Bookkeeping, Credit Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet

Education
California State University-Long Beach   1999 — 2001
Bachelor of Science (BS), Finance(Cum Laude)

California State University-Long Beach   1999 — 2001
Bachelor's of Science- Business Finance, Finance

Experience
Sunwest Bank   August 2013 - Present
US Bank  October 2009 - August 2013
CalNational Bank  August 2007 - October 2009

Education
University of Arizona

Experience
retired  March 2013 - Present
Sunwest Bank   September 1990 - May 1999
southwestern public service  August 1972 - July 1985

Education
Clovis Community College   1990 — 1999
none, banking