Tokai Bank
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Tokai Bank Employees
Employee
Years
Job
Industry
John Zea John Zea's Tokai Bank Experience December 1990 - September 1993
Job Developer at SunGard
Industry Financial Services
Experience
SunGard August 2006 - Present
Microsoft October 2003 - July 2006
Allstate Insurance May 2003 - October 2003
Integrity Treasury Solutions February 1998 - October 2003
Fimat January 1995 - February 1998
Dean Witter Futures September 1993 - January 1995
Tokai Bank December 1990 - September 1993
Skills
SDLC, SQL, Crystal Reports, C#, Accounting, .NET, Business Intelligence, SQL Server, Requirements Analysis, FX, JavaScript, Business Analysis, Cash Management, Treasury Management, Microsoft SQL Server, ASP.NET
Education
DePaul University 1989 — 1994
Computer Science, Accounting
Lake Park 1983 — 1987
SunGard August 2006 - Present
Microsoft October 2003 - July 2006
Allstate Insurance May 2003 - October 2003
Integrity Treasury Solutions February 1998 - October 2003
Fimat January 1995 - February 1998
Dean Witter Futures September 1993 - January 1995
Tokai Bank December 1990 - September 1993
Skills
SDLC, SQL, Crystal Reports, C#, Accounting, .NET, Business Intelligence, SQL Server, Requirements Analysis, FX, JavaScript, Business Analysis, Cash Management, Treasury Management, Microsoft SQL Server, ASP.NET
Education
DePaul University 1989 — 1994
Computer Science, Accounting
Lake Park 1983 — 1987
Ronald Reese's Tokai Bank Experience June 1995 - January 1997
Job Financial Services
Industry Financial Services
Experience
Independent Consultant January 2013 - Present
JPMorgan Chase December 2010 - November 2012
Far East National Bank July 2010 - December 2010
Central America Mayan Ruins & Adventure Tourism Start-up March 2009 - June 2010
Wells Fargo May 2008 - December 2008
GE Capital October 2000 - May 2008
TIZO Inc. & TIZO Taiwan June 2003 - June 2007
Citicorp Global Cash Management January 1997 - October 2000
Tokai Bank June 1995 - January 1997
Skills
Portfolio Management, Relationship Management, Restructuring, Cash Management, Mergers, Business Development, Strategic Planning, Operations Management, Project Management, Account Management, Product Management, Credit Analysis, Loans, Asset Based Lending, Credit, Commercial Banking, Commercial Lending, Underwriting, Banking, Capital Markets, Credit Risk, Management, Finance, Risk Management, Mergers & Acquisitions, Sales, Financial Analysis
Education
The University of Connecticut School of Business 1997 — 2000
MBA, Finance and Marketing
University of Iowa
BA, Japanese and Economics
大阪大学 / Osaka University
Scholarship, Advanced Japanese Language Studies
南山大学 / Nanzan University
Japanese Studies
Independent Consultant January 2013 - Present
JPMorgan Chase December 2010 - November 2012
Far East National Bank July 2010 - December 2010
Central America Mayan Ruins & Adventure Tourism Start-up March 2009 - June 2010
Wells Fargo May 2008 - December 2008
GE Capital October 2000 - May 2008
TIZO Inc. & TIZO Taiwan June 2003 - June 2007
Citicorp Global Cash Management January 1997 - October 2000
Tokai Bank June 1995 - January 1997
Skills
Portfolio Management, Relationship Management, Restructuring, Cash Management, Mergers, Business Development, Strategic Planning, Operations Management, Project Management, Account Management, Product Management, Credit Analysis, Loans, Asset Based Lending, Credit, Commercial Banking, Commercial Lending, Underwriting, Banking, Capital Markets, Credit Risk, Management, Finance, Risk Management, Mergers & Acquisitions, Sales, Financial Analysis
Education
The University of Connecticut School of Business 1997 — 2000
MBA, Finance and Marketing
University of Iowa
BA, Japanese and Economics
大阪大学 / Osaka University
Scholarship, Advanced Japanese Language Studies
南山大学 / Nanzan University
Japanese Studies
Jason Figueroa Jason Figueroa's Tokai Bank Experience November 2001 - January 2004
Job Recruiter at Engage Partners Inc.
Industry Staffing and Recruiting
Experience
Engage Partners Inc. February 2015 - Present
Affinity Resources August 2014 - February 2015
Randstad USA July 2011 - July 2014
SFN Group (acquired by Randstad 2011) July 2010 - July 2011
Advanced Power Technologies April 2008 - July 2010
Schawk!, Inc. / Anthem! Worldwide October 2005 - December 2007
Hyperion Solutions March 2004 - October 2005
Tokai Bank November 2001 - January 2004
Skills
Recruiting, Talent Acquisition, Leadership, Sourcing, Management, Applicant Tracking..., Human Resources, Staffing Services, Technical Recruiting, Training, Customer Service, Onboarding, Internet Recruiting, Contract Recruitment, Negotiation, Temporary Staffing, College Recruiting, Recruitment Advertising, Interview Preparation, Taleo, Employee Benefits, Temporary Placement, Employee Relations, Hiring, Employer Branding, Interviews, New Hire Orientations, Staff Augmentation, Executive Search, Screening Resumes, Cold Calling, Talent Management, Permanent Placement, Performance Management, PeopleSoft, CRM, Account Management, Screening, Corporate Recruiting, Resume Writing
Education
Queens College 1999 — 2001
BA, English, 3.78 GPA
Georgetown University 1996 — 1998
English, 3.2
Garden
Garden
Engage Partners Inc. February 2015 - Present
Affinity Resources August 2014 - February 2015
Randstad USA July 2011 - July 2014
SFN Group (acquired by Randstad 2011) July 2010 - July 2011
Advanced Power Technologies April 2008 - July 2010
Schawk!, Inc. / Anthem! Worldwide October 2005 - December 2007
Hyperion Solutions March 2004 - October 2005
Tokai Bank November 2001 - January 2004
Skills
Recruiting, Talent Acquisition, Leadership, Sourcing, Management, Applicant Tracking..., Human Resources, Staffing Services, Technical Recruiting, Training, Customer Service, Onboarding, Internet Recruiting, Contract Recruitment, Negotiation, Temporary Staffing, College Recruiting, Recruitment Advertising, Interview Preparation, Taleo, Employee Benefits, Temporary Placement, Employee Relations, Hiring, Employer Branding, Interviews, New Hire Orientations, Staff Augmentation, Executive Search, Screening Resumes, Cold Calling, Talent Management, Permanent Placement, Performance Management, PeopleSoft, CRM, Account Management, Screening, Corporate Recruiting, Resume Writing
Education
Queens College 1999 — 2001
BA, English, 3.78 GPA
Georgetown University 1996 — 1998
English, 3.2
Garden
Garden
Jim Fitzgibbon Jim Fitzgibbon's Tokai Bank Experience 1990 - 1994
Job CIO
Industry Financial Services
Experience
SCPInsure July 2013 - Present
Highlander Funds January 2002 - Present
ABB Treasury USA 1998 - 2001
ING Capital, LLC 1994 - 1997
Tokai Bank 1990 - 1994
Skills
Asset Managment, Hedge Funds, Equities, Alternative Investments, Investments, Mergers, Strategic Planning, Risk Management, IT Strategy, Asset Allocation, Fixed Income, Business Analysis, Project Management, Investment Strategies, IT Management, Business Strategy, Vendor Management, Change Management, Investment Management, Asset Management, Capital Markets, Derivatives, Trading Systems, Options, FX Options, Investment Banking, Management
Education
University of Rochester 1976 — 1980
Bachelor's degree
SUNY Stony Brook 1981 — 1983
SCPInsure July 2013 - Present
Highlander Funds January 2002 - Present
ABB Treasury USA 1998 - 2001
ING Capital, LLC 1994 - 1997
Tokai Bank 1990 - 1994
Skills
Asset Managment, Hedge Funds, Equities, Alternative Investments, Investments, Mergers, Strategic Planning, Risk Management, IT Strategy, Asset Allocation, Fixed Income, Business Analysis, Project Management, Investment Strategies, IT Management, Business Strategy, Vendor Management, Change Management, Investment Management, Asset Management, Capital Markets, Derivatives, Trading Systems, Options, FX Options, Investment Banking, Management
Education
University of Rochester 1976 — 1980
Bachelor's degree
SUNY Stony Brook 1981 — 1983
Sharon D'Amelia's Tokai Bank Experience August 1999 - January 2002
Job Associate Director of Career Development at Manhattan College
Industry Higher Education
Experience
Manhattan College October 2011 - Present
Monroe College April 2004 - October 2011
UBS Investment Bank July 2003 - March 2004
Fine Host Corporation January 2002 - June 2003
Tokai Bank August 1999 - January 2002
Skills
Cover Letters, Job Search, Program Development, Job Search Strategies, Community Outreach, Staff Development, Event Planning, Public Speaking, Organizational..., Teaching
Education
New School University
Masters, Human Resources Management
State University of New York College at Oneonta
Bachelor of Science, Psychology
Manhattan College October 2011 - Present
Monroe College April 2004 - October 2011
UBS Investment Bank July 2003 - March 2004
Fine Host Corporation January 2002 - June 2003
Tokai Bank August 1999 - January 2002
Skills
Cover Letters, Job Search, Program Development, Job Search Strategies, Community Outreach, Staff Development, Event Planning, Public Speaking, Organizational..., Teaching
Education
New School University
Masters, Human Resources Management
State University of New York College at Oneonta
Bachelor of Science, Psychology
Jim Holliman Jim Holliman's Tokai Bank Experience July 1995 - November 1999
Job Senior Vice President Senior Lending Officer at Northern Trust
Industry Banking
Experience
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
Northern Trust March 2013 - Present
US Bank November 2009 - March 2013
San Diego National Bank November 1999 - October 2009
Tokai Bank July 1995 - November 1999
Union Bank August 1987 - July 1995
San Diego Trust and Savings Bank April 1984 - August 1987
Skills
Commercial Mortgages, Commercial Lending, Construction Loans, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Underwriting, Portfolio Management, Banking, Credit Risk, Real Estate Economics, Real Estate Financing, Relationship Management, Lines Of Credit, Asset Management
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Poly High School
James W. Herrington CFA CAIA James W. Herrington CFA CAIA's Tokai Bank Experience August 1994 - August 1999
Job Private and Public Equity Investment Officer at WVIMB
Industry Investment Management
Experience
West Virginia Investment Management Board October 2008 - Present
Herrington Investment Solutions, Inc. April 2002 - Present
Rochdale Investment Management August 1999 - April 2002
Tokai Bank August 1994 - August 1999
Carter Organization March 1993 - August 1994
Value Line September 1992 - March 1993
Schlumberger May 1991 - September 1991
Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Emory University 1984 — 1988
BA, Economics and Political Science
Shady Side Academy
West Virginia Investment Management Board October 2008 - Present
Herrington Investment Solutions, Inc. April 2002 - Present
Rochdale Investment Management August 1999 - April 2002
Tokai Bank August 1994 - August 1999
Carter Organization March 1993 - August 1994
Value Line September 1992 - March 1993
Schlumberger May 1991 - September 1991
Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Emory University 1984 — 1988
BA, Economics and Political Science
Shady Side Academy
Vicky Armadillo's Tokai Bank Experience 1999 - 2004
Job Banking Professional
Industry Executive Office
Experience
California General Bank December 2008 - May 2010
Citi Residential April 2008 - December 2008
Premier Commercial Bank December 2007 - April 2008
Citizens Business Bank December 2004 - December 2007
Bank of the West (formerly Tokai Bank of California) January 1999 - November 2004
Tokai Bank 1999 - 2004
Skills
Loans, Loan Servicing, Mortgage Lending, Finance, Commercial Lending, Banking, Training, Small Business Lending, Business Development, Commercial Banking
Education
Pasadena City College
California General Bank December 2008 - May 2010
Citi Residential April 2008 - December 2008
Premier Commercial Bank December 2007 - April 2008
Citizens Business Bank December 2004 - December 2007
Bank of the West (formerly Tokai Bank of California) January 1999 - November 2004
Tokai Bank 1999 - 2004
Skills
Loans, Loan Servicing, Mortgage Lending, Finance, Commercial Lending, Banking, Training, Small Business Lending, Business Development, Commercial Banking
Education
Pasadena City College
Linda Cilingirian's Tokai Bank Experience April 1991 - May 2002
Job Travel Advisor for Leisure & Corporate Worldwide Travel
Industry Leisure, Travel & Tourism
Experience
European Travel Agency Inc May 2005 - Present
City National Bank May 2002 - November 2003
Tokai Bank April 1991 - May 2002
Skills
Leisure Travel, Travel Management, Customer Service, Leisure, Tourism, Sales, Hospitality, Cruises, Event Management, Weddings, Customer Satisfaction, Hotels, Resorts, Honeymoons, Hospitality Industry, Marketing Strategy, Client Relations, Client Retention..., Group Travel, Corporate Travel, Luxury Travel, Luxury Cruise, Hotel, Negotiation, Employee Training
Education
University of West Los Angeles 2010 — 2012
TRAVEL & LEISURE
American Institute of Banking Los Angeles 1991 — 1995
Certificates, Banking
Glendale Community College 1989 — 1991
MARKETING
European Travel Agency Inc May 2005 - Present
City National Bank May 2002 - November 2003
Tokai Bank April 1991 - May 2002
Skills
Leisure Travel, Travel Management, Customer Service, Leisure, Tourism, Sales, Hospitality, Cruises, Event Management, Weddings, Customer Satisfaction, Hotels, Resorts, Honeymoons, Hospitality Industry, Marketing Strategy, Client Relations, Client Retention..., Group Travel, Corporate Travel, Luxury Travel, Luxury Cruise, Hotel, Negotiation, Employee Training
Education
University of West Los Angeles 2010 — 2012
TRAVEL & LEISURE
American Institute of Banking Los Angeles 1991 — 1995
Certificates, Banking
Glendale Community College 1989 — 1991
MARKETING
Kevin Joseph Kevin Joseph's Tokai Bank Experience June 1998 - April 2001
Job Income Property Loan Officer at Luther Burbank Savings
Industry Commercial Real Estate
Experience
Luther Burbank Savings July 2015 - Present
Opus Bank April 2014 - July 2015
Sterling Savings Bank July 2012 - April 2014
OneWest Bank March 2012 - July 2012
OneWest Bank May 2011 - March 2012
Equassure, Inc. April 2010 - May 2011
Key Bank April 2009 - July 2010
Key Bank January 2005 - April 2009
Key Bank April 2001 - January 2005
Tokai Bank June 1998 - April 2001
Skills
Underwriting, Loans, Workout, Commercial Mortgages, Real Estate, Banking, Construction Loans, Credit Analysis, Debt, Credit, Loan Structuring, Real Estate Financing, Structured Finance, Finance, Loan Origination
Education
California State University-Los Angeles 2001 — 2002
MBA, Finance
St. Mary's College of California 1992 — 1996
BS, Business Administration
Luther Burbank Savings July 2015 - Present
Opus Bank April 2014 - July 2015
Sterling Savings Bank July 2012 - April 2014
OneWest Bank March 2012 - July 2012
OneWest Bank May 2011 - March 2012
Equassure, Inc. April 2010 - May 2011
Key Bank April 2009 - July 2010
Key Bank January 2005 - April 2009
Key Bank April 2001 - January 2005
Tokai Bank June 1998 - April 2001
Skills
Underwriting, Loans, Workout, Commercial Mortgages, Real Estate, Banking, Construction Loans, Credit Analysis, Debt, Credit, Loan Structuring, Real Estate Financing, Structured Finance, Finance, Loan Origination
Education
California State University-Los Angeles 2001 — 2002
MBA, Finance
St. Mary's College of California 1992 — 1996
BS, Business Administration
Denise Magyer Denise Magyer's Tokai Bank Experience March 1990 - March 1999
Job Senior Vice President at Allied Irish Banks
Industry Banking
Experience
Allied Irish Banks September 2011 - Present
Allied Irish Bank September 2008 - September 2011
Allied Irish Bank April 2002 - September 2008
Allied Irish Bank March 1999 - April 2002
Tokai Bank March 1990 - March 1999
Skills
Credit, New Business Development, Credit Analysis, Banking, Corporate Finance, Treasury Management, Certified Treasury..., Networking, Public Finance, Lead Generation, Relationship Management, Commercial Banking, Portfolio Management, Structured Finance, Financial Risk, Risk Management
Education
Manhattanville College
Bachelor of Arts (B.A.), Economics
Pace University - Lubin School of Business
MBA, Finance, General
Allied Irish Banks September 2011 - Present
Allied Irish Bank September 2008 - September 2011
Allied Irish Bank April 2002 - September 2008
Allied Irish Bank March 1999 - April 2002
Tokai Bank March 1990 - March 1999
Skills
Credit, New Business Development, Credit Analysis, Banking, Corporate Finance, Treasury Management, Certified Treasury..., Networking, Public Finance, Lead Generation, Relationship Management, Commercial Banking, Portfolio Management, Structured Finance, Financial Risk, Risk Management
Education
Manhattanville College
Bachelor of Arts (B.A.), Economics
Pace University - Lubin School of Business
MBA, Finance, General
Trilce Delgado Trilce Delgado's Tokai Bank Experience 1979 - 1983
Job Training, Diversity and Human Resources Consultant
Industry Human Resources
Experience
Diversity Dynamics 1988 - Present
Anti-Defamation League 1995 - 2013
Los Angeles County 1990 - 2012
Kaiser Permanente February 2008 - September 2009
Credit Union of Southern California 2006 - 2007
Xerox 1988 - 1989
California Federal Bank 1986 - 1988
Western Federal Bank 1983 - 1986
California Commerce Bank 1983 - 1984
Tokai Bank 1979 - 1983
Skills
Project Management, Performance Management, Training Delivery, Training, Leadership Development, Organizational..., Coaching, Organizational..., Interviews, Talent Management, Resume Writing, Workshop Facilitation, Employee Training, Executive Coaching, Recruiting, Employee Engagement, Personnel Management, Management Consulting, Team Building, Program Management, Human Resources, Public Speaking, Management, Leadership, Strategy, Conflict Resolution, Career Development, Instructional Design, Career Management, HR Consulting, Career Counseling, Consulting, Succession Planning
Education
The Chicago School of Professional Psychology at Los Angeles 2014 — 2016
Master's Degree, International Psychology
California State University-Dominguez Hills 1998 — 2000
Bachelor of Arts, Interdisciplinary Studies
University of California Los Angeles (UCLA) 2010 — 2011
Certificate Program, Human Resource Management
University of Southern California 1990 — 1998
Certificate, Fast Track I and II
Mt. San Antonio College 1995 — 1996
AA, Liberal Arts
John Marshall HS, Thomas Star King JH, Micheltorena Elementary
Franklin Delano Roosevelt, in Lima Peru
Diversity Dynamics 1988 - Present
Anti-Defamation League 1995 - 2013
Los Angeles County 1990 - 2012
Kaiser Permanente February 2008 - September 2009
Credit Union of Southern California 2006 - 2007
Xerox 1988 - 1989
California Federal Bank 1986 - 1988
Western Federal Bank 1983 - 1986
California Commerce Bank 1983 - 1984
Tokai Bank 1979 - 1983
Skills
Project Management, Performance Management, Training Delivery, Training, Leadership Development, Organizational..., Coaching, Organizational..., Interviews, Talent Management, Resume Writing, Workshop Facilitation, Employee Training, Executive Coaching, Recruiting, Employee Engagement, Personnel Management, Management Consulting, Team Building, Program Management, Human Resources, Public Speaking, Management, Leadership, Strategy, Conflict Resolution, Career Development, Instructional Design, Career Management, HR Consulting, Career Counseling, Consulting, Succession Planning
Education
The Chicago School of Professional Psychology at Los Angeles 2014 — 2016
Master's Degree, International Psychology
California State University-Dominguez Hills 1998 — 2000
Bachelor of Arts, Interdisciplinary Studies
University of California Los Angeles (UCLA) 2010 — 2011
Certificate Program, Human Resource Management
University of Southern California 1990 — 1998
Certificate, Fast Track I and II
Mt. San Antonio College 1995 — 1996
AA, Liberal Arts
John Marshall HS, Thomas Star King JH, Micheltorena Elementary
Franklin Delano Roosevelt, in Lima Peru
Joe Rames Joe Rames's Tokai Bank Experience September 1989 - March 1996
Job Account Manager at Polaris Global Mobility
Industry Information Technology and Services
Experience
Polaris Global Mobility August 2013 - Present
Polaris Global Mobility August 2011 - Present
Polaris Payroll Consulting June 2010 - August 2011
Microsoft December 2006 - January 2010
Microsoft October 2002 - December 2006
Microsoft October 2000 - October 2002
Microsoft May 1998 - October 2000
Integrity Treasury Solutions March 1996 - May 1998
United States Army Reserve January 1987 - December 1996
Tokai Bank September 1989 - March 1996
Skills
Program Management, Account Management, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Team Leadership, Customer Relations
Education
Michigan State University
BA, Finance
University of Michigan
General Studies
Polaris Global Mobility August 2013 - Present
Polaris Global Mobility August 2011 - Present
Polaris Payroll Consulting June 2010 - August 2011
Microsoft December 2006 - January 2010
Microsoft October 2002 - December 2006
Microsoft October 2000 - October 2002
Microsoft May 1998 - October 2000
Integrity Treasury Solutions March 1996 - May 1998
United States Army Reserve January 1987 - December 1996
Tokai Bank September 1989 - March 1996
Skills
Program Management, Account Management, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Team Leadership, Customer Relations
Education
Michigan State University
BA, Finance
University of Michigan
General Studies
David Clancy, PhD's Tokai Bank Experience January 1988 - January 1989
Job Banker, executive, business owner, consultant, coach, trainer, author, and independent contractor
Industry Management Consulting
Experience
Managing Now April 2010 - Present
David Clancy Group LLC 2008 - April 2011
Wells Fargo Center for the Arts May 2009 - May 2010
Strategic Performance Partners LLC January 2000 - January 2008
Independent Consultant January 1996 - January 2000
International Institute of Banking and Finance January 1993 - January 1998
Macquarie University School of Money and Banking January 1994 - January 1996
Westpac 1993 - 1996
The Globecon Group, Ltd January 1989 - January 1993
Tokai Bank January 1988 - January 1989
Skills
Change Management, Managerial Finance, Leadership Development, Corporate Finance, Culture Change, Strategic Financial..., Management Consulting, Organizational..., Business Strategy, Strategic Planning, Organizational..., Organizational Design, Performance Management, Executive Development, Executive Coaching, Talent Management, Employee Engagement, People Development, Business Analysis, Business Planning, Cash Flow Forecasting, Microsoft Office, QuickBooks, Data Analysis, HBDI, Culture Development, Leadership Development..., Executive Management, Management, Start-ups, Coaching, Workshop Facilitation, Training, Human Resources, Entrepreneurship, Banking, Strategy, Mergers & Acquisitions, Leadership, Project Management
Education
Walden University 1991 — 1993
Doctorate, Management
Saint John's University
Master's, Business Administration Program
Marymount Manhattan College 1972 — 1977
Bachelor of Arts, Theatre, Music Composition and Communication Arts
Managing Now April 2010 - Present
David Clancy Group LLC 2008 - April 2011
Wells Fargo Center for the Arts May 2009 - May 2010
Strategic Performance Partners LLC January 2000 - January 2008
Independent Consultant January 1996 - January 2000
International Institute of Banking and Finance January 1993 - January 1998
Macquarie University School of Money and Banking January 1994 - January 1996
Westpac 1993 - 1996
The Globecon Group, Ltd January 1989 - January 1993
Tokai Bank January 1988 - January 1989
Skills
Change Management, Managerial Finance, Leadership Development, Corporate Finance, Culture Change, Strategic Financial..., Management Consulting, Organizational..., Business Strategy, Strategic Planning, Organizational..., Organizational Design, Performance Management, Executive Development, Executive Coaching, Talent Management, Employee Engagement, People Development, Business Analysis, Business Planning, Cash Flow Forecasting, Microsoft Office, QuickBooks, Data Analysis, HBDI, Culture Development, Leadership Development..., Executive Management, Management, Start-ups, Coaching, Workshop Facilitation, Training, Human Resources, Entrepreneurship, Banking, Strategy, Mergers & Acquisitions, Leadership, Project Management
Education
Walden University 1991 — 1993
Doctorate, Management
Saint John's University
Master's, Business Administration Program
Marymount Manhattan College 1972 — 1977
Bachelor of Arts, Theatre, Music Composition and Communication Arts
Daniel Limon's Tokai Bank Experience 1997 - 2000
Job Senior Vice President, Real Estate Group Manager
Industry Commercial Real Estate
Experience
Community Bank September 2009 - Present
Fiesta Development June 2007 - January 2010
Fiesta Development June 2006 - June 2007
Community Bank June 2004 - June 2006
Cal National Bank May 2000 - June 2004
Tokai Bank 1997 - 2000
Glendale Federal Bank 1994 - 1997
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Credit, Finance, Real Estate Financing, Commercial Real Estate, Credit Analysis, Loan Origination, Underwriting, Small Business Lending, Portfolio Management, Banking, Mortgage Lending
Education
University of California, Los Angeles 1989 — 1994
B.A., Political Science / Business Administration
Pacific Coast Banking School 2011 — 2013
Kermit O. Hanson Award of Excellence, Honor Roll and Library
Community Bank September 2009 - Present
Fiesta Development June 2007 - January 2010
Fiesta Development June 2006 - June 2007
Community Bank June 2004 - June 2006
Cal National Bank May 2000 - June 2004
Tokai Bank 1997 - 2000
Glendale Federal Bank 1994 - 1997
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Credit, Finance, Real Estate Financing, Commercial Real Estate, Credit Analysis, Loan Origination, Underwriting, Small Business Lending, Portfolio Management, Banking, Mortgage Lending
Education
University of California, Los Angeles 1989 — 1994
B.A., Political Science / Business Administration
Pacific Coast Banking School 2011 — 2013
Kermit O. Hanson Award of Excellence, Honor Roll and Library
Jeffrey R. Laverty's Tokai Bank Experience 1995 - 1998
Job Founder, Editor at Lightstreet Economics
Industry Financial Services
Experience
lightstreet Economics January 2015 - Present
Midtown Partners & Co. LLC July 2013 - March 2014
JRL Analytics, LLC October 2012 - June 2013
Xtract Research LLC January 2012 - October 2012
Miller Tabak Roberts Securities, LLC 2011 - 2011
Nariman Point Advisors 2010 - 2010
Oscar Gruss & Son 2008 - 2010
J Giordano Securities Group 2005 - 2008
McMahan Securities Co. LP 1998 - 2005
Tokai Bank 1995 - 1998
Skills
Equities, Investments, Valuation, Fixed Income, High Yield, Trading, Leveraged Finance, Securities, Credit Analysis, Special Situations, Capital Structure, Convertible Bonds, Credit, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Hedge Funds, Analysis, Real Estate, Alternative Investments, Private Equity, Economics, Bonds, Emerging Markets, Options, Financial Analysis, Credit Risk, Derivatives
Education
University of Maine 1988 — 1989
MBA, Finance
University of Maine 1984 — 1988
BS, Electrical Engineering
Hampden Academy 1980 — 1984
College Prep
lightstreet Economics January 2015 - Present
Midtown Partners & Co. LLC July 2013 - March 2014
JRL Analytics, LLC October 2012 - June 2013
Xtract Research LLC January 2012 - October 2012
Miller Tabak Roberts Securities, LLC 2011 - 2011
Nariman Point Advisors 2010 - 2010
Oscar Gruss & Son 2008 - 2010
J Giordano Securities Group 2005 - 2008
McMahan Securities Co. LP 1998 - 2005
Tokai Bank 1995 - 1998
Skills
Equities, Investments, Valuation, Fixed Income, High Yield, Trading, Leveraged Finance, Securities, Credit Analysis, Special Situations, Capital Structure, Convertible Bonds, Credit, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Hedge Funds, Analysis, Real Estate, Alternative Investments, Private Equity, Economics, Bonds, Emerging Markets, Options, Financial Analysis, Credit Risk, Derivatives
Education
University of Maine 1988 — 1989
MBA, Finance
University of Maine 1984 — 1988
BS, Electrical Engineering
Hampden Academy 1980 — 1984
College Prep
J Richard Belliston's Tokai Bank Experience 1976 - 2001
Job Independent Banking Professional
Industry Banking
Experience
Preferred Bank 2002 - Present
Tokai Bank of California 1976 - 2001
Tokai Bank 1976 - 2001
Skills
Banking, Risk Management, Compliance, Financial Analysis, SOX, Accounting, Managerial Finance, Strategic Planning, Credit Risk, Credit, Finance, Portfolio Management, Sarbanes-Oxley Act, Cash Management, Investments, Mergers & Acquisitions, Financial Risk, Commercial Banking, Management
Education
Brigham Young University 1966 — 1969
Bachelor of Science (B.S.), Accounting
Preferred Bank 2002 - Present
Tokai Bank of California 1976 - 2001
Tokai Bank 1976 - 2001
Skills
Banking, Risk Management, Compliance, Financial Analysis, SOX, Accounting, Managerial Finance, Strategic Planning, Credit Risk, Credit, Finance, Portfolio Management, Sarbanes-Oxley Act, Cash Management, Investments, Mergers & Acquisitions, Financial Risk, Commercial Banking, Management
Education
Brigham Young University 1966 — 1969
Bachelor of Science (B.S.), Accounting
Stewart Aikawa's Tokai Bank Experience November 1998 - November 2000
Job VP Senior Relationship Manager at Mechanics Bank
Industry Banking
Experience
Mechanics Bank August 2014 - Present
Bank of the West REID November 2000 - June 2014
Tokai Bank November 1998 - November 2000
Sumitomo Bank February 1985 - November 1998
Education
University of California, Davis 1977 — 1983
Mechanics Bank August 2014 - Present
Bank of the West REID November 2000 - June 2014
Tokai Bank November 1998 - November 2000
Sumitomo Bank February 1985 - November 1998
Education
University of California, Davis 1977 — 1983
Elizabeth (Liz) Fok's Tokai Bank Experience 1999 - 2001
Job VP, Sr Credit Officer, Aurora Bank Commercial Services
Industry Banking
Experience
Lehman Brothers AVP, Commercial Credit AnalystBanco PopularAugust 2001 - May 2003
Tokai Bank 1999 - 2001
Glendale Federal Bank March 1993 - October 1996
Department of the Treasury, Office of Thrift Supervision December 1985 - March 1993
Education
The University of North Dakota 1971 — 1973
California State University-Long Beach
BA, Economics
Lehman Brothers AVP, Commercial Credit AnalystBanco PopularAugust 2001 - May 2003
Tokai Bank 1999 - 2001
Glendale Federal Bank March 1993 - October 1996
Department of the Treasury, Office of Thrift Supervision December 1985 - March 1993
Education
The University of North Dakota 1971 — 1973
California State University-Long Beach
BA, Economics
Yuriko Hara's Tokai Bank Experience July 1995 - February 2002
Job Forex customer dealer at Bank of TokyoMitsubishi
Industry Banking
Experience
Bank of Tokyo-Mitsubishi February 2006 - Present
UFJ Bank January 2002 - February 2006
Tokai Bank July 1995 - February 2002
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Economics and Management
Bank of Tokyo-Mitsubishi February 2006 - Present
UFJ Bank January 2002 - February 2006
Tokai Bank July 1995 - February 2002
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Economics and Management
Jocelyn Maskow's Tokai Bank Experience January 1996 - October 1996
Job Operations Associate at Macy's Herald Square (New York, NY)
Industry Nonprofit Organization Management
Experience
Macy's Herald Square (New York, NY) 2014 - Present
Steinhardt Foundation 2010 - 2013
Federation of Jewish Men's Clubs 2002 - 2010
WestLB 2000 - 2001
Credit Agricole Indosuez March 1997 - September 2000
Tokai Bank January 1996 - October 1996
Federal Reserve Bank of New York 1988 - 1996
Education
Columbia University - School of International and Public Affairs
MPA, Finance and Financial Management Services
Barnard College, Columbia University
B.A., Russian Literature
Hunter College High School
Macy's Herald Square (New York, NY) 2014 - Present
Steinhardt Foundation 2010 - 2013
Federation of Jewish Men's Clubs 2002 - 2010
WestLB 2000 - 2001
Credit Agricole Indosuez March 1997 - September 2000
Tokai Bank January 1996 - October 1996
Federal Reserve Bank of New York 1988 - 1996
Education
Columbia University - School of International and Public Affairs
MPA, Finance and Financial Management Services
Barnard College, Columbia University
B.A., Russian Literature
Hunter College High School
Tom Dickens's Tokai Bank Experience 1990 - 1992
Job Managing Director at Genki Capital
Industry Investment Banking
Experience
Genki Capital April 2015 - Present
Capital Alliance Corp. April 2006 - March 2015
American Express Business Finance 2003 - 2004
Denitech Corporation 1997 - 2003
AT&T Capital 1991 - 1997
Tokai Bank 1990 - 1992
Skills
Middle Market, Mergers, Alliances, Negotiation, Customer Relations, Sales Management, Financial Analysis, Contract Negotiation, Structuring, International Business, Strategic Planning, Customer Service, Financial Structuring, Mergers & Acquisitions, Program Management, Marketing, Management, Finance, New Business Development, Business Alliances, Sales, Due Diligence, Start-ups, Investments, Corporate Finance, Private Equity, Strategy, Corporate Development, Portfolio Management, Investment Banking, M&A experience, Financial Modeling, Venture Capital, Capital Markets, Business Valuation, Valuation, Leveraged Finance, Acquisitions, Capital, Private Placements, Executive Management
Education
University of Oklahoma - Price College of Business 1973 — 1976
BBA, Finance, Real Estate
Eisenhower
Eisenhower
Genki Capital April 2015 - Present
Capital Alliance Corp. April 2006 - March 2015
American Express Business Finance 2003 - 2004
Denitech Corporation 1997 - 2003
AT&T Capital 1991 - 1997
Tokai Bank 1990 - 1992
Skills
Middle Market, Mergers, Alliances, Negotiation, Customer Relations, Sales Management, Financial Analysis, Contract Negotiation, Structuring, International Business, Strategic Planning, Customer Service, Financial Structuring, Mergers & Acquisitions, Program Management, Marketing, Management, Finance, New Business Development, Business Alliances, Sales, Due Diligence, Start-ups, Investments, Corporate Finance, Private Equity, Strategy, Corporate Development, Portfolio Management, Investment Banking, M&A experience, Financial Modeling, Venture Capital, Capital Markets, Business Valuation, Valuation, Leveraged Finance, Acquisitions, Capital, Private Placements, Executive Management
Education
University of Oklahoma - Price College of Business 1973 — 1976
BBA, Finance, Real Estate
Eisenhower
Eisenhower
Janice Ho's Tokai Bank Experience 1984 - 1987
Job Finance Professional
Industry Banking
Experience
BNP Paribas 1987 - 2008
Tokai Bank 1984 - 1987
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA
University of Southern California
BA
BNP Paribas 1987 - 2008
Tokai Bank 1984 - 1987
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA
University of Southern California
BA
Terri Mercy's Tokai Bank Experience 1990 - 2000
Job Team Lead at ADP
Industry Financial Services
Experience
ADP Operation SupervisorCity National BankFebruary 2002 - March 2005
Tokai Bank 1990 - 2000
Education
Mt. San Antonio College 1987 — 1988
General Ed
ADP Operation SupervisorCity National BankFebruary 2002 - March 2005
Tokai Bank 1990 - 2000
Education
Mt. San Antonio College 1987 — 1988
General Ed
Carol Starr's Tokai Bank Experience August 1990 - December 1999
Job A.V.P. Public Finance at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
Bank of America May 2005 - May 2011
Bank of America February 2000 - May 2005
Tokai Bank August 1990 - December 1999
Skills
Loans, Derivatives, Credit Derivatives, Municipal, Project Finance, Finance, Capital Markets, Credit Risk, Fixed Income, Investment Banking, Equities
Education
DePaul University 1984 — 1988
BS, Psychology
Bank of America May 2011 - Present
Bank of America May 2005 - May 2011
Bank of America February 2000 - May 2005
Tokai Bank August 1990 - December 1999
Skills
Loans, Derivatives, Credit Derivatives, Municipal, Project Finance, Finance, Capital Markets, Credit Risk, Fixed Income, Investment Banking, Equities
Education
DePaul University 1984 — 1988
BS, Psychology
Debra Newbrough's Tokai Bank Experience 1998 - 1999
Job Vice President at Pacific Mercantile Bank
Industry Banking
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
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
Minna Tsao's Tokai Bank Experience April 1994 - January 1997
Job Executive Vice President at EverTrust Bank
Industry Banking
Experience
EverTrust Bank April 2007 - Present
Cathay Bank February 2004 - March 2007
Chinatrust Bank USA January 1997 - November 2003
Tokai Bank April 1994 - January 1997
Olympic National Bank August 1991 - April 1993
Merchant Bank of California August 1988 - June 1990
Mitsui Manufacturers Bank October 1986 - August 1988
Security Pacific National Bank December 1984 - September 1986
Skills
Banking, Commercial Banking, Loans, Internet Banking, ACH, Retail Banking, Bank Secrecy Act, Risk Management
Education
California State University-Northridge
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
EverTrust Bank April 2007 - Present
Cathay Bank February 2004 - March 2007
Chinatrust Bank USA January 1997 - November 2003
Tokai Bank April 1994 - January 1997
Olympic National Bank August 1991 - April 1993
Merchant Bank of California August 1988 - June 1990
Mitsui Manufacturers Bank October 1986 - August 1988
Security Pacific National Bank December 1984 - September 1986
Skills
Banking, Commercial Banking, Loans, Internet Banking, ACH, Retail Banking, Bank Secrecy Act, Risk Management
Education
California State University-Northridge
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Phillip A. Kudla's Tokai Bank Experience November 1999 - September 2001
Job Risk Management
Industry Banking
Experience
The Federal Reserve Bank of Boston June 2012 - April 2015
CIT September 2010 - May 2011
Bank of Tokyo-Mitsubishi UFJ September 2005 - August 2010
BNY Mellon November 2002 - December 2004
Tokai Bank November 1999 - September 2001
KeyBank November 1997 - March 1999
CIT April 1996 - October 1997
Bank of America March 1987 - March 1996
Bankers Trust Company February 1984 - February 1987
Skills
Banking, Enterprise Risk..., Organizational..., Change Management, CCAR, Capital Planning, Loss Forecasting, Model Risk Management, Credit Risk, Credit Policy, Credit Risk Rating, Credit Risk Reporting, Credit Portfolio..., Credit Risk Review, Credit Analysis, Financial Analysis, Commercial Lending, Structured Finance, Commercial Banking, Commercial Leasing, Asset Based Lending, Loan Documentation, Automotive Finance, Energy Finance, Counterparty Credit Risk, Regulatory Compliance, Counterparty Risk, Due Diligence, Credit, Finance, Financial Risk, Loans, Portfolio Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Hampshire College 1972 — 1976
BA, Philosophy
The Federal Reserve Bank of Boston June 2012 - April 2015
CIT September 2010 - May 2011
Bank of Tokyo-Mitsubishi UFJ September 2005 - August 2010
BNY Mellon November 2002 - December 2004
Tokai Bank November 1999 - September 2001
KeyBank November 1997 - March 1999
CIT April 1996 - October 1997
Bank of America March 1987 - March 1996
Bankers Trust Company February 1984 - February 1987
Skills
Banking, Enterprise Risk..., Organizational..., Change Management, CCAR, Capital Planning, Loss Forecasting, Model Risk Management, Credit Risk, Credit Policy, Credit Risk Rating, Credit Risk Reporting, Credit Portfolio..., Credit Risk Review, Credit Analysis, Financial Analysis, Commercial Lending, Structured Finance, Commercial Banking, Commercial Leasing, Asset Based Lending, Loan Documentation, Automotive Finance, Energy Finance, Counterparty Credit Risk, Regulatory Compliance, Counterparty Risk, Due Diligence, Credit, Finance, Financial Risk, Loans, Portfolio Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Hampshire College 1972 — 1976
BA, Philosophy
Corrado Brattoli's Tokai Bank Experience 1997 - 2001
Job VP Principal Auditor at Deutsche Bank
Industry Banking
Experience
Deutsche Bank September 2014 - Present
Banco Santander January 2002 - August 2014
Tokai Bank 1997 - 2001
Barry Rein & Associates 1995 - 1997
Washington Savings Bank 1992 - 1995
Skills
Auditing, CPA, General Ledger, Due Diligence, Risk Assessment, Banking, Corporate Finance, Internal Controls, Tax, Internal Audit, Financial Statements, Financial Modeling, Finance
Education
Pace University 1991 — 1995
Accounting
St. Peter's Prep 1987 — 1991
Deutsche Bank September 2014 - Present
Banco Santander January 2002 - August 2014
Tokai Bank 1997 - 2001
Barry Rein & Associates 1995 - 1997
Washington Savings Bank 1992 - 1995
Skills
Auditing, CPA, General Ledger, Due Diligence, Risk Assessment, Banking, Corporate Finance, Internal Controls, Tax, Internal Audit, Financial Statements, Financial Modeling, Finance
Education
Pace University 1991 — 1995
Accounting
St. Peter's Prep 1987 — 1991
Nancy Kostka's Tokai Bank Experience September 1989 - September 1991
Job Life Support at the American Academy of Pediatrics
Industry International Affairs
Experience
American Academy of Pediatrics (contract/temp) February 2014 - July 2014
Wheels, Inc. March 2012 - January 2014
Societe Generale // SG Americas Securties, LLC October 1991 - December 2011
Fimat Futures USA (Brokerage firm) November 1991 - February 1993
Tokai Bank September 1989 - September 1991
Club Med June 1986 - August 1989
Skills
Office Administration, Coordination, Multilingual, English (Native), French (Fluent), Spanish (Conversational), Customer Service, Marketing, English, Event Management, French, Budgets, Microsoft Word, Office Management, Human Resources, Research, Microsoft Excel, Outlook
Education
DePaul University 1980 — 1985
Bachelor of Science, Business Administration (Commercial French Minor)
Indiana University Bloomington 1980 — 1980
Semester, Classical Music
American Academy of Pediatrics (contract/temp) February 2014 - July 2014
Wheels, Inc. March 2012 - January 2014
Societe Generale // SG Americas Securties, LLC October 1991 - December 2011
Fimat Futures USA (Brokerage firm) November 1991 - February 1993
Tokai Bank September 1989 - September 1991
Club Med June 1986 - August 1989
Skills
Office Administration, Coordination, Multilingual, English (Native), French (Fluent), Spanish (Conversational), Customer Service, Marketing, English, Event Management, French, Budgets, Microsoft Word, Office Management, Human Resources, Research, Microsoft Excel, Outlook
Education
DePaul University 1980 — 1985
Bachelor of Science, Business Administration (Commercial French Minor)
Indiana University Bloomington 1980 — 1980
Semester, Classical Music
Tom Last's Tokai Bank Experience 1983 - 2005
Job Vice President Senior Cash Management Sales Rep at HSBC
Industry Financial Services
Experience
HSBC 2006 - Present
Tokai Bank 1983 - 2005
Skills
Banking, Portfolio Management, Credit, Relationship Management, Loans, Commercial Banking, Financial Services, Equities, Fixed Income, Wealth Management, Derivatives, Credit Risk, Credit Analysis, Risk Management, Investment Banking, Capital Markets, Retail Banking, Mortgage Lending, Investments, Credit Cards, Financial Risk, Financial Analysis, Mutual Funds
Education
American Institute of Banking
Banking Degree, Business Administration and Management, General
Pace University - Lubin School of Business
HSBC 2006 - Present
Tokai Bank 1983 - 2005
Skills
Banking, Portfolio Management, Credit, Relationship Management, Loans, Commercial Banking, Financial Services, Equities, Fixed Income, Wealth Management, Derivatives, Credit Risk, Credit Analysis, Risk Management, Investment Banking, Capital Markets, Retail Banking, Mortgage Lending, Investments, Credit Cards, Financial Risk, Financial Analysis, Mutual Funds
Education
American Institute of Banking
Banking Degree, Business Administration and Management, General
Pace University - Lubin School of Business