Torrey Pines Bank
Description
Founded: 2003 Parent organization: Western Alliance Bancorporation
Torrey Pines Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Torrey Pines Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Torrey Pines Bank Employees
Employee
Years
Job
Industry
Joani Nelson Joani Nelson's Torrey Pines Bank Experience November 2011 - March 2013
Job Special Events Planner
Industry Performing Arts
Experience
Mo`olelo Performing Arts Company 2013 - Present
Malashock Dance October 2013 - August 2014
Torrey Pines Bank November 2011 - March 2013
San Diego Symphony June 2003 - September 2011
La Costa Resort and Spa June 1995 - May 2001
Skills
Fundraising, Non-profits, Event Planning, Volunteer Management, Event Management, Social Media, Grant Writing, Community Outreach, Public Relations, Public Speaking, Media Relations, Strategic Planning
Education
University of Wisconsin-Milwaukee 1974 — 1977
MA, Library and Information Science
Northwestern University 1957 — 1961
Bachelor of Arts, Economics
Mo`olelo Performing Arts Company 2013 - Present
Malashock Dance October 2013 - August 2014
Torrey Pines Bank November 2011 - March 2013
San Diego Symphony June 2003 - September 2011
La Costa Resort and Spa June 1995 - May 2001
Skills
Fundraising, Non-profits, Event Planning, Volunteer Management, Event Management, Social Media, Grant Writing, Community Outreach, Public Relations, Public Speaking, Media Relations, Strategic Planning
Education
University of Wisconsin-Milwaukee 1974 — 1977
MA, Library and Information Science
Northwestern University 1957 — 1961
Bachelor of Arts, Economics
Pat Tropio Pat Tropio's Torrey Pines Bank Experience October 2008 - August 2013
Job Senior Vice President, Plaza Bank
Industry Banking
Experience
Plaza Bank N.A. July 2014 - Present
Wells Fargo August 2013 - July 2014
Torrey Pines Bank October 2008 - August 2013
First Republic Bank 2003 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Sales, Small Business Lending, Credit Analysis
Education
University of Arizona 1983 — 1988
BA, Finance
University of Arizona 1983 — 1988
Bachelor's degree, Finance, Psychology
Plaza Bank N.A. July 2014 - Present
Wells Fargo August 2013 - July 2014
Torrey Pines Bank October 2008 - August 2013
First Republic Bank 2003 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Sales, Small Business Lending, Credit Analysis
Education
University of Arizona 1983 — 1988
BA, Finance
University of Arizona 1983 — 1988
Bachelor's degree, Finance, Psychology
Donald Womack Donald Womack's Torrey Pines Bank Experience December 2014 - Present
Job Marketing Specialist/Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank December 2014 - Present
H.A.Y.B Entertainment L.L.C. August 2010 - Present
US Navy July 2005 - August 2012
Skills
Event Management, Talent Booking, Social Media Marketing, Live Events, Entrepreneurship, Sports, Marketing Strategy, Team Leadership, Collaboration, Marketing, Microsoft Office, Management, Event Planning, Social Media, Entertainment, Customer Service, Online Marketing, Music Industry
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Torrey Pines Bank December 2014 - Present
H.A.Y.B Entertainment L.L.C. August 2010 - Present
US Navy July 2005 - August 2012
Skills
Event Management, Talent Booking, Social Media Marketing, Live Events, Entrepreneurship, Sports, Marketing Strategy, Team Leadership, Collaboration, Marketing, Microsoft Office, Management, Event Planning, Social Media, Entertainment, Customer Service, Online Marketing, Music Industry
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Dale Golden Dale Golden's Torrey Pines Bank Experience January 2007 - Present
Job Head of Northern California Women's Business Banking Program at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank January 2007 - Present
Torrey Pines Bank 2007 - Present
Wells Fargo Bank July 1993 - December 2006
SOAR April 1983 - October 1990
Skills
Speaker, Team Leadership, Social Networking, Financial Advisory, Private Banking, Banking, Credit, Retail Banking, Loans, Commercial Banking, Commercial Lending, Credit Cards, Public Speaking, Non-profits, Women Leaders, Women Owned Business, Networking, Business Networking, Small Business Lending, Event Planning, Leadership Development, Nonprofits, Small Business, New Business Development, Business Development, Marketing, Mortgage Lending, Portfolio Management, Real Estate, Commercial Real Estate, Strategic Planning, Leadership, Customer Service, Sales, Investments, Finance, Credit Analysis, Underwriting, Wealth Management, Mortgage Banking, Relationship Management, Strategic Financial..., Real Estate Financing, Residential Mortgages, Refinance, Real Estate Economics, FHA, Financial Analysis, Asset Management, Fundraising
Education
Colby College 1972 — 1976
BA, American Studies
Pomona College 1974 — 1975
English, Education
Torrey Pines Bank January 2007 - Present
Torrey Pines Bank 2007 - Present
Wells Fargo Bank July 1993 - December 2006
SOAR April 1983 - October 1990
Skills
Speaker, Team Leadership, Social Networking, Financial Advisory, Private Banking, Banking, Credit, Retail Banking, Loans, Commercial Banking, Commercial Lending, Credit Cards, Public Speaking, Non-profits, Women Leaders, Women Owned Business, Networking, Business Networking, Small Business Lending, Event Planning, Leadership Development, Nonprofits, Small Business, New Business Development, Business Development, Marketing, Mortgage Lending, Portfolio Management, Real Estate, Commercial Real Estate, Strategic Planning, Leadership, Customer Service, Sales, Investments, Finance, Credit Analysis, Underwriting, Wealth Management, Mortgage Banking, Relationship Management, Strategic Financial..., Real Estate Financing, Residential Mortgages, Refinance, Real Estate Economics, FHA, Financial Analysis, Asset Management, Fundraising
Education
Colby College 1972 — 1976
BA, American Studies
Pomona College 1974 — 1975
English, Education
Larry Fountain Larry Fountain's Torrey Pines Bank Experience July 2012 - May 2014
Job Executive Vice President and Director of Corporate Banking at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Mechanics Bank May 2014 - Present
Torrey Pines Bank July 2012 - May 2014
Bank of America Merrill Lynch December 2010 - July 2012
Silicon Valley Bank 1998 - 2006
Union Bank of California 1995 - 1998
Union Bank 1991 - 1995
Wells Fargo 1988 - 1991
Wells Fargo 1985 - 1988
Skills
Commercial Lending, Banking, Business Development, Strategic Planning, Team Building, Cash Management, Risk Management, Asset Based Lending, Finance, Product Development, Leadership, Commercial Banking, Credit, Technology Lending, Technology Banking, Sales Management, International Banking, International Cash..., Business Banking, Trade Finance, Foreign Exchange..., Ex-Im Bank, Corporate Banking, Middle Market Banking, Relationship Management
Education
University of California, Davis
B.S., Agricultural Economics and Business Management
Golden Gate University
MBA, Finance
University of Washington
Graduate, Pacific Coast Banking School
Katie Leptich's Torrey Pines Bank Experience August 2013 - April 2015
Job Corporate Recruiter
Industry Human Resources
Experience
WAXIE Sanitary Supply March 2015 - Present
Torrey Pines Bank August 2013 - April 2015
Nordstrom February 2013 - July 2013
Torrey Pines Bank August 2012 - January 2013
Skills
Human Resources, Onboarding, Performance Appraisal, Microsoft Suites, Time Clock Manager, Constant Contact, Pre-Employment Screening, Event Planning, Organizational Charts, Background Checks, Employee Relations, FMLA, Employee Benefits, Performance Management, Social Networking, Employee Training
Education
University of California, San Diego 2014 — 2015
Professional Certification, Human Resource Management
Point Loma Nazarene University 2010 — 2013
Bachelors, Business Administration
WAXIE Sanitary Supply March 2015 - Present
Torrey Pines Bank August 2013 - April 2015
Nordstrom February 2013 - July 2013
Torrey Pines Bank August 2012 - January 2013
Skills
Human Resources, Onboarding, Performance Appraisal, Microsoft Suites, Time Clock Manager, Constant Contact, Pre-Employment Screening, Event Planning, Organizational Charts, Background Checks, Employee Relations, FMLA, Employee Benefits, Performance Management, Social Networking, Employee Training
Education
University of California, San Diego 2014 — 2015
Professional Certification, Human Resource Management
Point Loma Nazarene University 2010 — 2013
Bachelors, Business Administration
Kathryn Nielsen's Torrey Pines Bank Experience March 2013 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank March 2013 - Present
Pacific Western Bank 2005 - March 2013
FirstMerit Bank 1998 - 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Mortgage Lending, Loan Origination, Credit Risk, Asset Based Lending, Consumer Lending, Retail Banking, SBA, Private Banking, Cash Management
Education
Purdue University
Economics
Purdue University - Krannert School of Management
Torrey Pines Bank March 2013 - Present
Pacific Western Bank 2005 - March 2013
FirstMerit Bank 1998 - 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Lines Of Credit, Portfolio Management, Commercial Mortgages, Underwriting, Mortgage Lending, Loan Origination, Credit Risk, Asset Based Lending, Consumer Lending, Retail Banking, SBA, Private Banking, Cash Management
Education
Purdue University
Economics
Purdue University - Krannert School of Management
Marcus DiFiore's Torrey Pines Bank Experience May 2014 - Present
Job Board Member at Serving Seniors
Industry Banking
Experience
Serving Seniors July 2015 - Present
Torrey Pines Bank May 2014 - Present
The Tariq Khamisa Foundation June 2012 - Present
Wells Fargo Bank June 2008 - May 2014
Silver State Bank August 2006 - June 2008
JP Morgan Chase May 2004 - April 2005
Northern Trust June 2000 - May 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Treasury Management, Banking, Credit Analysis, SBA, Underwriting, Financial Analysis, Lines Of Credit, Commercial Mortgages, Portfolio Management, Cash Management, Mortgage Lending, Asset Based Lending, Credit Risk, Treasury Services, Cash Flow, Relationship Management, Business Development, Loan Origination, Finance, Commercial Real Estate, Construction Loans, Cash Flow Lending, SBA 504, Real Estate Financing, Wealth Management
Education
Texas Southern University 1998 — 2002
BBA, Accounting, 3.4
Serving Seniors July 2015 - Present
Torrey Pines Bank May 2014 - Present
The Tariq Khamisa Foundation June 2012 - Present
Wells Fargo Bank June 2008 - May 2014
Silver State Bank August 2006 - June 2008
JP Morgan Chase May 2004 - April 2005
Northern Trust June 2000 - May 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Treasury Management, Banking, Credit Analysis, SBA, Underwriting, Financial Analysis, Lines Of Credit, Commercial Mortgages, Portfolio Management, Cash Management, Mortgage Lending, Asset Based Lending, Credit Risk, Treasury Services, Cash Flow, Relationship Management, Business Development, Loan Origination, Finance, Commercial Real Estate, Construction Loans, Cash Flow Lending, SBA 504, Real Estate Financing, Wealth Management
Education
Texas Southern University 1998 — 2002
BBA, Accounting, 3.4
Jovan Pavlovich Jovan Pavlovich's Torrey Pines Bank Experience August 2014 - Present
Job Personal Banker
Industry Banking
Experience
Torrey Pines Bank August 2014 - Present
Wells Fargo January 2011 - Present
San Diego National Bank December 2009 - December 2010
Skills
Time Management, Management, Leadership, Banking, Sales, Loans, Investments, Credit, Credit Cards, Financial Analysis, Retail Banking
Education
San Diego State University-California State University 2008 — 2012
Bachelors of Arts and Sciences, Economics
Torrey Pines Bank August 2014 - Present
Wells Fargo January 2011 - Present
San Diego National Bank December 2009 - December 2010
Skills
Time Management, Management, Leadership, Banking, Sales, Loans, Investments, Credit, Credit Cards, Financial Analysis, Retail Banking
Education
San Diego State University-California State University 2008 — 2012
Bachelors of Arts and Sciences, Economics
Jake Wolz Jake Wolz's Torrey Pines Bank Experience June 2014 - August 2014
Job Student at Brigham Young University
Industry Financial Services
Experience
BYU Bookstore October 2011 - Present
Torrey Pines Bank June 2014 - August 2014
American HealthCare Lending September 2013 - December 2013
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Financial Reporting
Education
Brigham Young University 2008 — 2015
Bachelor of Science (BS), Finance, General
BYU Bookstore October 2011 - Present
Torrey Pines Bank June 2014 - August 2014
American HealthCare Lending September 2013 - December 2013
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Financial Reporting
Education
Brigham Young University 2008 — 2015
Bachelor of Science (BS), Finance, General
Jose JT Viesca's Torrey Pines Bank Experience 2012 - 2013
Job Broker Associate / Realtor at Keller Williams San Diego Metro
Industry Real Estate
Experience
Keller Williams San Diego Metro January 2014 - Present
Torrey Pines Bank 2012 - 2013
BofI Federal Bank January 2010 - September 2012
La Jolla Bank 2006 - 2010
San Diego Community Bank 2005 - 2006
La Jolla Bank 2003 - 2005
Skills
Credit, Commercial Real Estate, Loans, Underwriting, Banking, Multifamily Apartment..., Residential Homes, Real Estate Economics, Real Estate, Mortgage Lending, Financial Analysis, Portfolio Management, Real Estate Financing
Education
San Diego State University-California State University
Bachelor of Arts (B.A.)
Keller Williams San Diego Metro January 2014 - Present
Torrey Pines Bank 2012 - 2013
BofI Federal Bank January 2010 - September 2012
La Jolla Bank 2006 - 2010
San Diego Community Bank 2005 - 2006
La Jolla Bank 2003 - 2005
Skills
Credit, Commercial Real Estate, Loans, Underwriting, Banking, Multifamily Apartment..., Residential Homes, Real Estate Economics, Real Estate, Mortgage Lending, Financial Analysis, Portfolio Management, Real Estate Financing
Education
San Diego State University-California State University
Bachelor of Arts (B.A.)
Rowena Orsulak Rowena Orsulak's Torrey Pines Bank Experience July 2015 - Present
Job Vice President/Commercial Real Estate Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank July 2015 - Present
Bank of Southern California formerly First Business Bank July 2011 - July 2015
Neighborhood National Bank November 2003 - July 2011
Skills
SBA Loans, Commercial..., Portfolio Management, Loans, Loan Servicing, Underwriting, Commercial Lending, SBA, Credit Analysis, Banking, Loan Origination, Credit, Commercial Banking, Small Business Lending, Commercial Mortgages
Education
Bicol University
Bachelor of Arts (B.A.), Economics
PGCHS
Torrey Pines Bank July 2015 - Present
Bank of Southern California formerly First Business Bank July 2011 - July 2015
Neighborhood National Bank November 2003 - July 2011
Skills
SBA Loans, Commercial..., Portfolio Management, Loans, Loan Servicing, Underwriting, Commercial Lending, SBA, Credit Analysis, Banking, Loan Origination, Credit, Commercial Banking, Small Business Lending, Commercial Mortgages
Education
Bicol University
Bachelor of Arts (B.A.), Economics
PGCHS
Tierra Boyd Tierra Boyd's Torrey Pines Bank Experience December 2013 - Present
Job Real Estate/ Loan Processing
Industry Real Estate
Experience
Torrey Pines Bank December 2013 - Present
Union Bank September 2011 - May 2012
Century 21 Award 2012 - 2012
Dana Horne Luxury Vacation Rentals January 2010 - September 2011
Skills
Listings, Data Entry, Real Estate, Time Management, Provide Market Analysis..., Administrative duties, Maintain contact with..., Run Reports ( closed..., Internet research(CAR..., Receptionist: Answer..., Administrative Work, Compose contracts..., Process Retirement 401k..., Contact escrow companies, Collect CDA's, Collect and dispurse..., Input/Look up..., Vacation Rental..., Commercial Loan..., First Time Home Buyers, Foreclosures, Investment Properties, Investors, Leadership, Loans, Marketing, Property, REO, Short Sales
Education
San Diego City College 2009 — 2010
Real Estate Certification, Real Estate
San Diego State University-California State University 2007 — 2009
Torrey Pines Bank December 2013 - Present
Union Bank September 2011 - May 2012
Century 21 Award 2012 - 2012
Dana Horne Luxury Vacation Rentals January 2010 - September 2011
Skills
Listings, Data Entry, Real Estate, Time Management, Provide Market Analysis..., Administrative duties, Maintain contact with..., Run Reports ( closed..., Internet research(CAR..., Receptionist: Answer..., Administrative Work, Compose contracts..., Process Retirement 401k..., Contact escrow companies, Collect CDA's, Collect and dispurse..., Input/Look up..., Vacation Rental..., Commercial Loan..., First Time Home Buyers, Foreclosures, Investment Properties, Investors, Leadership, Loans, Marketing, Property, REO, Short Sales
Education
San Diego City College 2009 — 2010
Real Estate Certification, Real Estate
San Diego State University-California State University 2007 — 2009
Oliver Brantley Oliver Brantley's Torrey Pines Bank Experience July 2014 - Present
Job Assistant Relationship Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank July 2014 - Present
Torrey Pines Bank July 2013 - July 2014
U.S. House of Representatives May 2012 - August 2012
Skills
Credit Analysis, Underwriting, Data Management, Research, Program Management, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Stata
Education
University of San Diego 2010 — 2014
Bachelor's Degree, Business/Managerial Economics (B.B.A.), Political Science & Government (B.A)
Torrey Pines Bank July 2014 - Present
Torrey Pines Bank July 2013 - July 2014
U.S. House of Representatives May 2012 - August 2012
Skills
Credit Analysis, Underwriting, Data Management, Research, Program Management, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Stata
Education
University of San Diego 2010 — 2014
Bachelor's Degree, Business/Managerial Economics (B.B.A.), Political Science & Government (B.A)
Peter Stathis M.B.A. Peter Stathis M.B.A.'s Torrey Pines Bank Experience June 2009 - March 2011
Job Director of Pricing Analytics at driversselect
Industry Automotive
Experience
driversselect January 2013 - Present
ABC Supply December 2011 - December 2012
Torrey Pines Bank June 2009 - March 2011
Skills
Research, Blogging, Social Networking, Public Speaking, Financial Analysis, Editing, Social Media, Financial Modeling, PowerPoint, Microsoft Excel, Finance, Analysis, Strategic Planning, Creative Writing, Customer Service, Management, Microsoft Office, Microsoft Word, Negotiation, Sales, Sales Management, Team Building, Customer Satisfaction
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
MBA, Finance
San Diego State University-California State University 2005 — 2009
Bachelor of Science (BSc), Public Administration
driversselect January 2013 - Present
ABC Supply December 2011 - December 2012
Torrey Pines Bank June 2009 - March 2011
Skills
Research, Blogging, Social Networking, Public Speaking, Financial Analysis, Editing, Social Media, Financial Modeling, PowerPoint, Microsoft Excel, Finance, Analysis, Strategic Planning, Creative Writing, Customer Service, Management, Microsoft Office, Microsoft Word, Negotiation, Sales, Sales Management, Team Building, Customer Satisfaction
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
MBA, Finance
San Diego State University-California State University 2005 — 2009
Bachelor of Science (BSc), Public Administration
Daniella Marca Daniella Marca's Torrey Pines Bank Experience October 2014 - September 2015
Job Junior Relationship Manager CRE Bridge Lending at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank September 2015 - Present
Torrey Pines Bank October 2014 - September 2015
Torrey Pines Bank March 2013 - October 2014
Bon Affair, Inc. March 2013 - December 2013
DLA Piper May 2013 - September 2013
Home of Guiding Hands June 2010 - September 2012
Young Life June 2010 - July 2011
Skills
Event Planning, Event Management, Social Media, Microsoft Excel, Microsoft Word, Outlook, Leadership, PowerPoint, Teamwork, Market Research, Microsoft Office, CRM, Social Media Marketing, Fundraising, Public Speaking, Social Networking, Public Relations, Marketing Strategy, Financial Analysis
Education
University of San Diego 2008 — 2012
BBA International Business, Minors in Spanish & Theology
Universidad Pontificia Comillas 2011 — 2011
ICADE
Pinnacle High School 2004 — 2008
High School Diploma
BofI Federal Bank September 2015 - Present
Torrey Pines Bank October 2014 - September 2015
Torrey Pines Bank March 2013 - October 2014
Bon Affair, Inc. March 2013 - December 2013
DLA Piper May 2013 - September 2013
Home of Guiding Hands June 2010 - September 2012
Young Life June 2010 - July 2011
Skills
Event Planning, Event Management, Social Media, Microsoft Excel, Microsoft Word, Outlook, Leadership, PowerPoint, Teamwork, Market Research, Microsoft Office, CRM, Social Media Marketing, Fundraising, Public Speaking, Social Networking, Public Relations, Marketing Strategy, Financial Analysis
Education
University of San Diego 2008 — 2012
BBA International Business, Minors in Spanish & Theology
Universidad Pontificia Comillas 2011 — 2011
ICADE
Pinnacle High School 2004 — 2008
High School Diploma
Allan Paranada's Torrey Pines Bank Experience December 2013 - Present
Job Portfolio Relationship Manager
Industry Banking
Experience
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Bryce Schanback Bryce Schanback's Torrey Pines Bank Experience November 2013 - Present
Job Customer Service Officer at Torrey Pines Bank
Industry Internet
Experience
Torrey Pines Bank November 2013 - Present
PINT, Inc. January 2013 - November 2013
PINT, Inc. February 2011 - December 2012
PINT, Inc. November 2010 - February 2011
PINT, Inc. February 2010 - October 2010
PINT, Inc. August 2009 - January 2010
Tutoring Club November 2007 - March 2008
Club One May 2003 - July 2005
Starbucks Coffee Company February 2002 - May 2003
Neiman Marcus May 2000 - January 2002
Skills
CRM, Digital Strategy, Account Management, Microsoft Excel, Outlook, Calendars, Managed Hosting, Web Project Management, Web Analytics, E-commerce, Proposal Writing, Proposal Generation, Scopes Of Work, Recruiting, CMS, SaaS, Executive..., Business Development, Interviews, Project Management, Sales, Customer Service, Management
Education
University of California, Berkeley 2005 — 2007
Chemistry
San Diego City College 2003 — 2005
Associate of Arts (AA), Transfer Studies
Torrey Pines Bank November 2013 - Present
PINT, Inc. January 2013 - November 2013
PINT, Inc. February 2011 - December 2012
PINT, Inc. November 2010 - February 2011
PINT, Inc. February 2010 - October 2010
PINT, Inc. August 2009 - January 2010
Tutoring Club November 2007 - March 2008
Club One May 2003 - July 2005
Starbucks Coffee Company February 2002 - May 2003
Neiman Marcus May 2000 - January 2002
Skills
CRM, Digital Strategy, Account Management, Microsoft Excel, Outlook, Calendars, Managed Hosting, Web Project Management, Web Analytics, E-commerce, Proposal Writing, Proposal Generation, Scopes Of Work, Recruiting, CMS, SaaS, Executive..., Business Development, Interviews, Project Management, Sales, Customer Service, Management
Education
University of California, Berkeley 2005 — 2007
Chemistry
San Diego City College 2003 — 2005
Associate of Arts (AA), Transfer Studies
Dave Sakamoto Dave Sakamoto's Torrey Pines Bank Experience April 2009 - April 2010
Job Vice President/Branch Manager, Farmers and Merchants Bank
Industry Banking
Experience
Farmers & Merchants Bank May 2011 - Present
Torrey Pines Bank April 2009 - April 2010
Union Bank 1992 - 2009
Education
California State University-Los Angeles 1982 — 1987
Bachelors, Business, Marketing
Farmers & Merchants Bank May 2011 - Present
Torrey Pines Bank April 2009 - April 2010
Union Bank 1992 - 2009
Education
California State University-Los Angeles 1982 — 1987
Bachelors, Business, Marketing
Ed Cuff Ed Cuff's Torrey Pines Bank Experience July 2009 - December 2012
Job Sr. Vice President at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank December 2012 - Present
Torrey Pines Bank July 2009 - December 2012
EDGE Development, Inc. January 2008 - January 2009
Fidelity National Title January 2001 - January 2007
Skills
Real Estate, Investment Properties, Sales, Strategic Planning, Marketing, Investments, Business Development, Lines Of Credit, Finance, Leadership, New Business Development, Financial Analysis, Loans, Small Business, Banking
Education
San Jose State University 1979 — 1984
BS, Behavioral Science
Pacific Western Bank December 2012 - Present
Torrey Pines Bank July 2009 - December 2012
EDGE Development, Inc. January 2008 - January 2009
Fidelity National Title January 2001 - January 2007
Skills
Real Estate, Investment Properties, Sales, Strategic Planning, Marketing, Investments, Business Development, Lines Of Credit, Finance, Leadership, New Business Development, Financial Analysis, Loans, Small Business, Banking
Education
San Jose State University 1979 — 1984
BS, Behavioral Science
John DeLara, MAI John DeLara, MAI's Torrey Pines Bank Experience May 2014 - Present
Job Vice President, Senior Appraiser at Torrey Pines Bank
Industry Real Estate
Experience
Torrey Pines Bank May 2014 - Present
TERRA Real Estate Services January 1992 - May 2014
Business Real Estate Brokerage Company (now Cassidy Turley) 1990 - 1992
Skills
Investment Properties, Commercial Real Estate, Real Estate, Real Estate Development, Property, Valuation, Disposition, Leases, Mortgage Lending, REO, Real Estate Economics, Real Estate Transactions, Brokerage, Tenant, Residential Homes, Single Family Homes, Property Management, Real Estate Financing, Location Intelligence, Investors
Education
San Diego State University-California State University 1985 — 1990
BS in Business Adminstration, Emphasis in Real Estate Finance
Torrey Pines Bank May 2014 - Present
TERRA Real Estate Services January 1992 - May 2014
Business Real Estate Brokerage Company (now Cassidy Turley) 1990 - 1992
Skills
Investment Properties, Commercial Real Estate, Real Estate, Real Estate Development, Property, Valuation, Disposition, Leases, Mortgage Lending, REO, Real Estate Economics, Real Estate Transactions, Brokerage, Tenant, Residential Homes, Single Family Homes, Property Management, Real Estate Financing, Location Intelligence, Investors
Education
San Diego State University-California State University 1985 — 1990
BS in Business Adminstration, Emphasis in Real Estate Finance
Natalie Do, MS, CFP®'s Torrey Pines Bank Experience April 2012 - Present
Job VP,Relationship Manager,Torrey Pines Bank. Specialize in small to middle market, professional service firms & nonprofit
Industry Financial Services
Experience
Torrey Pines Bank April 2012 - Present
Skills
Banking, Private Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Financial Services, Financial Analysis, Strategic Financial..., Finance, Portfolio Management, Wealth Management, Retirement Planning, Marketing, Non-profit Leadership
Education
College for Financial Planning
MS, Personal Financial Planning
Portland State University
BA, Marketing & Business Administration
Torrey Pines Bank April 2012 - Present
Skills
Banking, Private Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Financial Services, Financial Analysis, Strategic Financial..., Finance, Portfolio Management, Wealth Management, Retirement Planning, Marketing, Non-profit Leadership
Education
College for Financial Planning
MS, Personal Financial Planning
Portland State University
BA, Marketing & Business Administration
Rachel Lorenzo Rachel Lorenzo's Torrey Pines Bank Experience September 2012 - Present
Job Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank September 2012 - Present
City National Bank January 2005 - August 2012
Comerica Bank July 2003 - December 2004
Skills
Commercial Lending, Commercial Banking, Depository Services, Credit Risk, Credit Analysis, Loan Origination, Loans, Portfolio Management, Commercial Mortgages, Financial Analysis, Mortgage Lending, Banking, Underwriting, Risk Management, Investments, Real Estate
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Torrey Pines Bank September 2012 - Present
City National Bank January 2005 - August 2012
Comerica Bank July 2003 - December 2004
Skills
Commercial Lending, Commercial Banking, Depository Services, Credit Risk, Credit Analysis, Loan Origination, Loans, Portfolio Management, Commercial Mortgages, Financial Analysis, Mortgage Lending, Banking, Underwriting, Risk Management, Investments, Real Estate
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Wilson Luo Wenhong Wilson Luo Wenhong's Torrey Pines Bank Experience April 2014 - August 2014
Job Investment Associate at Shenzhen Capital Group Co., Ltd
Industry Financial Services
Experience
New Omni Bank August 2014 - July 2015
East West Bank July 2014 - August 2014
Torrey Pines Bank April 2014 - August 2014
Wall Street Standard Holdings Corp December 2013 - December 2013
China Merchants Bank May 2013 - July 2013
Citi July 2012 - August 2012
Shenzhen Rural Commercial Bank July 2011 - August 2011
Skills
Credit Risk, Mortgage Underwriting, Data Analysis, Analysis, SAS programming, C++, SPSS, Statistics, PowerPoint, Matlab, Programming, English, Microsoft Excel
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance, General
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (BS), Mathematics and Computer Science
New Omni Bank August 2014 - July 2015
East West Bank July 2014 - August 2014
Torrey Pines Bank April 2014 - August 2014
Wall Street Standard Holdings Corp December 2013 - December 2013
China Merchants Bank May 2013 - July 2013
Citi July 2012 - August 2012
Shenzhen Rural Commercial Bank July 2011 - August 2011
Skills
Credit Risk, Mortgage Underwriting, Data Analysis, Analysis, SAS programming, C++, SPSS, Statistics, PowerPoint, Matlab, Programming, English, Microsoft Excel
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance, General
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (BS), Mathematics and Computer Science
Jana Lauritsen Jana Lauritsen's Torrey Pines Bank Experience 1987 - 1989
Job Artist on the Loose
Industry Fine Art
Experience
Jana Lauritsen Art January 2003 - Present
Hewlett-Packard/Paradigm Information Services May 2011 - May 2015
Encore Capital Group/Midland Credit Mgmt January 2005 - September 2007
Encore Capital Group July 1997 - January 2005
Jana Sanchez Consulting September 1996 - July 1997
United States Dept of Defense September 1995 - August 1996
Woman's World March 1992 - September 1995
Service Corporation International 1989 - 1992
Torrey Pines Bank 1987 - 1989
Skills
Management, IBM iSeries, Software Documentation, Training, Analytics, Data Analysis, Business Intelligence, Project Management, Analysis, Business Analysis, Process Improvement, Program Management, Projects, Project Planning, XML
Education
University of Oregon 1983 — 1987
BS, Computer & Information Science
Art Institute of Dallas 1980 — 1982
AA, Fashion Merchandising
Jana Lauritsen Art January 2003 - Present
Hewlett-Packard/Paradigm Information Services May 2011 - May 2015
Encore Capital Group/Midland Credit Mgmt January 2005 - September 2007
Encore Capital Group July 1997 - January 2005
Jana Sanchez Consulting September 1996 - July 1997
United States Dept of Defense September 1995 - August 1996
Woman's World March 1992 - September 1995
Service Corporation International 1989 - 1992
Torrey Pines Bank 1987 - 1989
Skills
Management, IBM iSeries, Software Documentation, Training, Analytics, Data Analysis, Business Intelligence, Project Management, Analysis, Business Analysis, Process Improvement, Program Management, Projects, Project Planning, XML
Education
University of Oregon 1983 — 1987
BS, Computer & Information Science
Art Institute of Dallas 1980 — 1982
AA, Fashion Merchandising
Steve Black Steve Black's Torrey Pines Bank Experience July 2004 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank July 2004 - Present
Sunrise Bank of San Diego July 1999 - June 2004
First Union Small Business Capital June 1998 - July 1999
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Credit, Commercial Banking, Sales, Small Business Lending, Underwriting, Consumer Lending, Real Estate, Loans, Lines Of Credit, Credit Analysis, Portfolio Management, Construction Loans, Loan Origination, Small Business, Customer Service, Credit Risk, Mortgage Banking, Real Estate Economics, Banking, Financial Analysis, Investments, Financial Structuring, Residential Mortgages, Asset Based Lending, Real Estate Financing, Commercial Real Estate, FHA, Refinance, Strategic Planning, Treasury Management, Business Development
Education
UCLA 1985 — 2000
Bachelor of Arts (BA), Sociology
Poway High School 1982 — 1985
Torrey Pines Bank July 2004 - Present
Sunrise Bank of San Diego July 1999 - June 2004
First Union Small Business Capital June 1998 - July 1999
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Credit, Commercial Banking, Sales, Small Business Lending, Underwriting, Consumer Lending, Real Estate, Loans, Lines Of Credit, Credit Analysis, Portfolio Management, Construction Loans, Loan Origination, Small Business, Customer Service, Credit Risk, Mortgage Banking, Real Estate Economics, Banking, Financial Analysis, Investments, Financial Structuring, Residential Mortgages, Asset Based Lending, Real Estate Financing, Commercial Real Estate, FHA, Refinance, Strategic Planning, Treasury Management, Business Development
Education
UCLA 1985 — 2000
Bachelor of Arts (BA), Sociology
Poway High School 1982 — 1985
Stephanie Begody Stephanie Begody's Torrey Pines Bank Experience November 2013 - August 2015
Job Vice President at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank September 2015 - Present
Torrey Pines Bank November 2013 - August 2015
The Bank of Santa Barbara July 2012 - November 2013
Bank of Arizona January 2006 - August 2008
Commercial Federal Bank December 1999 - January 2006
Arizona Bank August 1996 - December 1999
Skills
New Business Development, Construction Loans, Commercial Real Estate, Real Estate Financing, Loans, Customer Service, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Credit, Finance, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Real Estate
Education
University of Arizona 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Pima Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Pacific Premier Bank September 2015 - Present
Torrey Pines Bank November 2013 - August 2015
The Bank of Santa Barbara July 2012 - November 2013
Bank of Arizona January 2006 - August 2008
Commercial Federal Bank December 1999 - January 2006
Arizona Bank August 1996 - December 1999
Skills
New Business Development, Construction Loans, Commercial Real Estate, Real Estate Financing, Loans, Customer Service, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Credit, Finance, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Real Estate
Education
University of Arizona 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Pima Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Lora Wong Encinas's Torrey Pines Bank Experience November 2008 - June 2013
Job Senior Vice President, Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Torrey Pines Bank November 2008 - June 2013
California Bank & Trust November 1998 - November 2008
Wells Fargo 1994 - 1998
First Interstate Bank 1989 - 1994
Skills
Commercial Lending, Commercial Mortgages, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Real Estate, Real Estate Economics, Series 7 and 66 licensed, residential mor, Trust Services, Estate Tax Planning, Loan Origination, Refinance, Mortgage Banking, Cash Management, Lines Of Credit, Asset Management, Credit Risk, Asset Based Lending, Finance, Residential Mortgages, Mortgage Lending, Small Business, Investments, Consumer Lending, Treasury Management, Real Estate Financing
Education
University of Southern California 1982 — 1986
Finance, Finance, General
Wells Fargo June 2013 - Present
Torrey Pines Bank November 2008 - June 2013
California Bank & Trust November 1998 - November 2008
Wells Fargo 1994 - 1998
First Interstate Bank 1989 - 1994
Skills
Commercial Lending, Commercial Mortgages, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Real Estate, Real Estate Economics, Series 7 and 66 licensed, residential mor, Trust Services, Estate Tax Planning, Loan Origination, Refinance, Mortgage Banking, Cash Management, Lines Of Credit, Asset Management, Credit Risk, Asset Based Lending, Finance, Residential Mortgages, Mortgage Lending, Small Business, Investments, Consumer Lending, Treasury Management, Real Estate Financing
Education
University of Southern California 1982 — 1986
Finance, Finance, General
RuthAnne Bergt RuthAnne Bergt's Torrey Pines Bank Experience August 2009 - August 2010
Job Attorney at Bankston, Gronning & O'Hara
Industry Law Practice
Experience
Bankston, Gronning & O'Hara March 2014 - Present
Thomas Jefferson School of Law August 2010 - May 2013
California Attorney General's Office January 2013 - April 2013
San Diego Public Defender August 2012 - December 2012
Winet Patrick & Weaver May 2012 - August 2012
Torrey Pines Bank August 2009 - August 2010
Redding Bank of Commerce September 2008 - July 2009
Wells Fargo Bank November 2006 - June 2008
Keller Williams Realty July 2005 - August 2006
Skills
Legal Research, Appeals, Westlaw, Alternative Dispute...
Education
Thomas Jefferson School of Law 2010 — 2013
Southern Oregon University 1999 — 2003
B.S. Business Administration
University of London 1999 — 1999
Study Abroad Program
Bankston, Gronning & O'Hara March 2014 - Present
Thomas Jefferson School of Law August 2010 - May 2013
California Attorney General's Office January 2013 - April 2013
San Diego Public Defender August 2012 - December 2012
Winet Patrick & Weaver May 2012 - August 2012
Torrey Pines Bank August 2009 - August 2010
Redding Bank of Commerce September 2008 - July 2009
Wells Fargo Bank November 2006 - June 2008
Keller Williams Realty July 2005 - August 2006
Skills
Legal Research, Appeals, Westlaw, Alternative Dispute...
Education
Thomas Jefferson School of Law 2010 — 2013
Southern Oregon University 1999 — 2003
B.S. Business Administration
University of London 1999 — 1999
Study Abroad Program
Chris Meinhardt's Torrey Pines Bank Experience July 2012 - Present
Job AVP, Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank July 2012 - Present
United States Marine Corps June 2008 - July 2012
Octane Construction June 2007 - May 2008
C.W. Driver March 2006 - May 2007
Griffith Company June 2003 - February 2006
Education
University of San Diego 2011 — 2014
Master of Business Administration (MBA), Concentration: Finance, New Venture Management
Burnham-Moores Center for Real Estate, University of San Diego 2012 — 2015
Certificate in Real Estate Finance, Investments and Development
University of Southern California 1999 — 2003
Bachelor of Science, Mechanical Engineering
Torrey Pines Bank July 2012 - Present
United States Marine Corps June 2008 - July 2012
Octane Construction June 2007 - May 2008
C.W. Driver March 2006 - May 2007
Griffith Company June 2003 - February 2006
Education
University of San Diego 2011 — 2014
Master of Business Administration (MBA), Concentration: Finance, New Venture Management
Burnham-Moores Center for Real Estate, University of San Diego 2012 — 2015
Certificate in Real Estate Finance, Investments and Development
University of Southern California 1999 — 2003
Bachelor of Science, Mechanical Engineering
Chris Grassa Chris Grassa's Torrey Pines Bank Experience October 2014 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank October 2014 - Present
Torrey Pines Bank October 2014 - Present
Torrey Pines Bank February 2003 - October 2014
Education
San Diego State University-California State University 1993 — 1997
BA, Political Science
Torrey Pines Bank October 2014 - Present
Torrey Pines Bank October 2014 - Present
Torrey Pines Bank February 2003 - October 2014
Education
San Diego State University-California State University 1993 — 1997
BA, Political Science
Carolyn Martinez-Kidd Carolyn Martinez-Kidd's Torrey Pines Bank Experience April 1987 - September 1989
Job Supervising Human Services Specialist, HHSA, San Diego, CA
Industry Government Administration
Experience
H&R Block January 2005 - Present
County of San Diego Health and Human Services September 1989 - Present
St Mary Star of the Sea Church 1987 - 2010
Torrey Pines Bank April 1987 - September 1989
Gemco Department Store December 1984 - December 1986
Skills
Customer Service, Microsoft Word, Non-profits, Program Development, Microsoft Office, Training, Volunteer Management, Community Outreach, Budgets, Microsoft Excel, Editing, Teaching, Management, Research, Coaching, Leadership, Strategic Planning
Education
San Luis Rey Academy 1972 — 1976
MiraCosta College
H&R Block January 2005 - Present
County of San Diego Health and Human Services September 1989 - Present
St Mary Star of the Sea Church 1987 - 2010
Torrey Pines Bank April 1987 - September 1989
Gemco Department Store December 1984 - December 1986
Skills
Customer Service, Microsoft Word, Non-profits, Program Development, Microsoft Office, Training, Volunteer Management, Community Outreach, Budgets, Microsoft Excel, Editing, Teaching, Management, Research, Coaching, Leadership, Strategic Planning
Education
San Luis Rey Academy 1972 — 1976
MiraCosta College
David R. Covarrubias David R. Covarrubias's Torrey Pines Bank Experience November 2008 - May 2013
Job
Industry Real Estate
Experience
Marcus & Millichap October 2013 - Present
Abacus Capital Partners May 2011 - October 2013
Torrey Pines Bank November 2008 - May 2013
California Bank & Trust May 2006 - November 2008
Wells Fargo Bank October 2004 - May 2006
Skills
Commercial Mortgages, Small Business Lending, Lines Of Credit, Cash Management, Commercial Real Estate, Real Estate Investment, Real Estate Financing, Structured Finance, Banking, Investment Properties, Loans, Credit, Loan Origination, Commercial Lending, Real Estate, Real Estate Economics, Real Estate Transactions
Education
University of La Verne 2006 — 2009
Bachelors Degree, Business
arcadia high
arcadia high
Marcus & Millichap October 2013 - Present
Abacus Capital Partners May 2011 - October 2013
Torrey Pines Bank November 2008 - May 2013
California Bank & Trust May 2006 - November 2008
Wells Fargo Bank October 2004 - May 2006
Skills
Commercial Mortgages, Small Business Lending, Lines Of Credit, Cash Management, Commercial Real Estate, Real Estate Investment, Real Estate Financing, Structured Finance, Banking, Investment Properties, Loans, Credit, Loan Origination, Commercial Lending, Real Estate, Real Estate Economics, Real Estate Transactions
Education
University of La Verne 2006 — 2009
Bachelors Degree, Business
arcadia high
arcadia high
Steve Callaway Steve Callaway's Torrey Pines Bank Experience January 2011 - January 2014
Job Broker
Industry Insurance
Experience
Pacific Diversified Insurance Services, Inc. February 2014 - Present
Torrey Pines Bank January 2011 - January 2014
WestCallawayStotka, Inc. June 1986 - December 2013
Alta Alliance Bank October 2006 - December 2010
Arthur Andersen & Co. June 1984 - June 1986
Skills
Insurance, Property & Casualty..., Brokers, Underwriting, Workers Compensation, Legal Liability, Risk Management, Commercial Insurance, Financial Analysis, Employee Benefits, Small Business, General Insurance, Casualty, Liability, Mortgage Lending, Professional Liability, Umbrella Insurance, D&O, Reinsurance, Life Insurance, Health Insurance, Claims Management, Claim, Casualty Insurance
Education
University of San Diego 1980 — 1984
BBA, Accounting
Bishop O'Dowd 1976 — 1980
Pacific Diversified Insurance Services, Inc. February 2014 - Present
Torrey Pines Bank January 2011 - January 2014
WestCallawayStotka, Inc. June 1986 - December 2013
Alta Alliance Bank October 2006 - December 2010
Arthur Andersen & Co. June 1984 - June 1986
Skills
Insurance, Property & Casualty..., Brokers, Underwriting, Workers Compensation, Legal Liability, Risk Management, Commercial Insurance, Financial Analysis, Employee Benefits, Small Business, General Insurance, Casualty, Liability, Mortgage Lending, Professional Liability, Umbrella Insurance, D&O, Reinsurance, Life Insurance, Health Insurance, Claims Management, Claim, Casualty Insurance
Education
University of San Diego 1980 — 1984
BBA, Accounting
Bishop O'Dowd 1976 — 1980
Gail King Gail King's Torrey Pines Bank Experience September 2003 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank September 2003 - Present
Skills
Lines Of Credit, Commerical Real Estate..., Personal Banking, Finance, Banking, Loans, Investments, Insurance, Executive Management, Real Estate, Small Business, Relationship Management, Financial Services, Mergers & Acquisitions
Education
University of Southern California 1981 — 1983
BS, Business Administration/Finance
University of Southern California - Marshall School of Business 1981 — 1983
BS, Finance
Torrey Pines Bank September 2003 - Present
Skills
Lines Of Credit, Commerical Real Estate..., Personal Banking, Finance, Banking, Loans, Investments, Insurance, Executive Management, Real Estate, Small Business, Relationship Management, Financial Services, Mergers & Acquisitions
Education
University of Southern California 1981 — 1983
BS, Business Administration/Finance
University of Southern California - Marshall School of Business 1981 — 1983
BS, Finance
Annalena Thompson Annalena Thompson's Torrey Pines Bank Experience 2008 - Present
Job Senior Vice President, Commercial Real Estate at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank 2008 - Present
Wells Fargo Bank 2007 - 2008
First Horizon National Corporation 2004 - 2006
City National Bank 2000 - 2004
San Diego National Bank 1996 - 2000
Skills
Commercial Real Estate, Real Estate, Residential Homes, Loans, Finance, Real Estate Economics, Construction, Refinance, Real Estate Development, Construction Loans, Commercial Mortgages, Real Estate Financing, Commercial Lending, Investment Properties, Mortgage Lending, Real Estate Transactions, Investments, Investors
Education
San Diego State University 1994 — 1996
Masters in Business Administration, Finance
University of California at San Diego 1989 — 1991
Bachelor's of Science, Political Science
University of Southern California 1987 — 1989
Business
Torrey Pines Bank 2008 - Present
Wells Fargo Bank 2007 - 2008
First Horizon National Corporation 2004 - 2006
City National Bank 2000 - 2004
San Diego National Bank 1996 - 2000
Skills
Commercial Real Estate, Real Estate, Residential Homes, Loans, Finance, Real Estate Economics, Construction, Refinance, Real Estate Development, Construction Loans, Commercial Mortgages, Real Estate Financing, Commercial Lending, Investment Properties, Mortgage Lending, Real Estate Transactions, Investments, Investors
Education
San Diego State University 1994 — 1996
Masters in Business Administration, Finance
University of California at San Diego 1989 — 1991
Bachelor's of Science, Political Science
University of Southern California 1987 — 1989
Business
Craig A. Nelson Craig A. Nelson's Torrey Pines Bank Experience 2008 - December 2011
Job Senior Vice President at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank September 2013 - Present
Pacific Mercantile Bank November 2011 - September 2013
Budget & Finance Commission - City of Solana Beach 2007 - September 2013
Torrey Pines Bank 2008 - December 2011
Pacific Western Bank May 2005 - December 2006
Bank of the West 2002 - May 2005
Comerica Technlogy & Life Sciences 1999 - 2002
Skills
Banking, Executive Management, Finance, Management, Strategy, Leadership, Loans, Commercial Lending, Strategic Planning, Mergers & Acquisitions, Commercial Banking
Education
San Diego State University
BS, Finance / Computer Science
Citizens Business Bank September 2013 - Present
Pacific Mercantile Bank November 2011 - September 2013
Budget & Finance Commission - City of Solana Beach 2007 - September 2013
Torrey Pines Bank 2008 - December 2011
Pacific Western Bank May 2005 - December 2006
Bank of the West 2002 - May 2005
Comerica Technlogy & Life Sciences 1999 - 2002
Skills
Banking, Executive Management, Finance, Management, Strategy, Leadership, Loans, Commercial Lending, Strategic Planning, Mergers & Acquisitions, Commercial Banking
Education
San Diego State University
BS, Finance / Computer Science
Teofla Rich Teofla Rich's Torrey Pines Bank Experience 2003 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank 2003 - Present
Bank of America January 1973 - September 2003
Skills
Banking, Credit, Management, Asset Management, Commercial Banking, High Net Worth..., Loans, Private Banking, Small Business, Finance, Marketing, Wealth Management, Strategic Planning, Real Estate, Insurance, Commercial Lending, Portfolio Management, Budgets, Small Business Lending, Commercial Mortgages, New Business Development, Business Development, Financial Services, Relationship Management, Asset Managment, Mergers & Acquisitions, Investments, Business Continuity..., Customer Service, Financial Analysis, Credit Analysis
Education
San Diego State University-California State University 1971 — 1975
Bachelors, Economics
Torrey Pines Bank 2003 - Present
Bank of America January 1973 - September 2003
Skills
Banking, Credit, Management, Asset Management, Commercial Banking, High Net Worth..., Loans, Private Banking, Small Business, Finance, Marketing, Wealth Management, Strategic Planning, Real Estate, Insurance, Commercial Lending, Portfolio Management, Budgets, Small Business Lending, Commercial Mortgages, New Business Development, Business Development, Financial Services, Relationship Management, Asset Managment, Mergers & Acquisitions, Investments, Business Continuity..., Customer Service, Financial Analysis, Credit Analysis
Education
San Diego State University-California State University 1971 — 1975
Bachelors, Economics
Jil Harris Jil Harris's Torrey Pines Bank Experience 2003 - 2006
Job Owner, Journey Health & Fitness
Industry Health, Wellness and Fitness
Experience
The Physical Therapy Effect, P.C. October 2013 - Present
Journey Health & Fitness 2006 - Present
Downtown San Diego YMCA 2005 - 2011
Torrey Pines Bank 2003 - 2006
Skills
Small Business, Public Speaking, Marketing, Customer Service, Sales, Strategic Planning, Nonprofits, Fitness Training, Sales Management, Social Media, Team Building, Social Networking
Education
Ashford University 2009 — 2013
Bachelor's degree, Sports & Recreation Management, 3.26
UCSD 2002 — 2005
Professional Certificate, Fitness & Exercise Science
San Diego State University-California State University 1986 — 1991
N/A, English
The Physical Therapy Effect, P.C. October 2013 - Present
Journey Health & Fitness 2006 - Present
Downtown San Diego YMCA 2005 - 2011
Torrey Pines Bank 2003 - 2006
Skills
Small Business, Public Speaking, Marketing, Customer Service, Sales, Strategic Planning, Nonprofits, Fitness Training, Sales Management, Social Media, Team Building, Social Networking
Education
Ashford University 2009 — 2013
Bachelor's degree, Sports & Recreation Management, 3.26
UCSD 2002 — 2005
Professional Certificate, Fitness & Exercise Science
San Diego State University-California State University 1986 — 1991
N/A, English
Tom Woolway Tom Woolway's Torrey Pines Bank Experience July 2003 - Present
Job Senior Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank July 2003 - Present
Skills
Commercial Banking, Commercial Lending, Loans, Finance, Underwriting, Banking, Credit Analysis, Private Banking, Credit, Mortgage Lending, Real Estate, Due Diligence, Executive Management, Relationship Management, Portfolio Management, Sales Management, Treasury Management, Cash Management, Investments, Financial Analysis
Education
University of Southern California - Marshall School of Business 1983 — 1984
MBA, Corporate Finance
Loyola Marymount University, College of Business Administration 1974 — 1978
Torrey Pines Bank July 2003 - Present
Skills
Commercial Banking, Commercial Lending, Loans, Finance, Underwriting, Banking, Credit Analysis, Private Banking, Credit, Mortgage Lending, Real Estate, Due Diligence, Executive Management, Relationship Management, Portfolio Management, Sales Management, Treasury Management, Cash Management, Investments, Financial Analysis
Education
University of Southern California - Marshall School of Business 1983 — 1984
MBA, Corporate Finance
Loyola Marymount University, College of Business Administration 1974 — 1978
Brendan Haiker Brendan Haiker's Torrey Pines Bank Experience June 2011 - September 2011
Job Reporting Analyst Finance at AMN Healthcare
Industry Financial Services
Experience
AMN Healthcare February 2013 - Present
BofI Federal Bank May 2012 - February 2013
Coghlan Financial Group January 2012 - May 2012
Magnuson Capital Group October 2011 - February 2012
Torrey Pines Bank June 2011 - September 2011
Fred's Mexican Cafe March 2011 - August 2011
Chili's June 2008 - May 2011
Promosynthesis July 2010 - January 2011
Festivities Catering, Picnic People Catering June 2008 - September 2008
Skills
Access, Microsoft Excel, Microsoft Word, Marketing, Analysis, Microsoft Office, Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Financial Risk, PowerPoint, Sales, Customer Service, Finance, Outlook, Accounting, Investments, Teamwork, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Performance Reporting, Ad Hoc Reporting, Benchmarking, Performance Benchmarking, Financial Modeling, Forecasting, Banking, Recruiting, Credit, Data Analysis, Leadership
Education
San Diego State University-California State University 2008 — 2012
Bachelor's, Finance
St. Augustine High School 2004 — 2008
3.8
AMN Healthcare February 2013 - Present
BofI Federal Bank May 2012 - February 2013
Coghlan Financial Group January 2012 - May 2012
Magnuson Capital Group October 2011 - February 2012
Torrey Pines Bank June 2011 - September 2011
Fred's Mexican Cafe March 2011 - August 2011
Chili's June 2008 - May 2011
Promosynthesis July 2010 - January 2011
Festivities Catering, Picnic People Catering June 2008 - September 2008
Skills
Access, Microsoft Excel, Microsoft Word, Marketing, Analysis, Microsoft Office, Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Financial Risk, PowerPoint, Sales, Customer Service, Finance, Outlook, Accounting, Investments, Teamwork, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Performance Reporting, Ad Hoc Reporting, Benchmarking, Performance Benchmarking, Financial Modeling, Forecasting, Banking, Recruiting, Credit, Data Analysis, Leadership
Education
San Diego State University-California State University 2008 — 2012
Bachelor's, Finance
St. Augustine High School 2004 — 2008
3.8
Fred Williamson Jr.'s Torrey Pines Bank Experience January 2011 - February 2012
Job Omni Financial, Inc.
Industry Banking
Experience
Omni Financial, Inc. March 2012 - Present
The Wounded Warrior Project (Palm Springs) January 2008 - Present
SFAACC January 2006 - Present
National Minority Supplier Development Council 2003 - Present
NFLRPA 2003 - Present
Torrey Pines Bank January 2011 - February 2012
Trans Pacific National Bank October 2007 - December 2010
Wells Fargo 2002 - 2007
The Isbella Project (SF Hispanic Chamber & The Milken Institute) January 2005 - December 2006
Skills
Banking, Finance, Credit, Portfolio Management, Loans, Training, Commercial Lending, Public Relations, Small Business, Relationship Management, Retail Banking, Community Development, Commercial Real Estate, Public Speaking, Branch Banking, Entrepreneurship, Business Development, Commercial Banking, German, Lines Of Credit, Analysis, Leadership, Coaching, Management, Investments, Sales, Strategic Planning, Risk Management, Financial Analysis, Strategy, Negotiation
Education
Omega Performance
Train the Trainer Certification, Commercial Lending/Relationship Management
US Defense Language Institute
United States Air Force Academy
Omni Financial, Inc. March 2012 - Present
The Wounded Warrior Project (Palm Springs) January 2008 - Present
SFAACC January 2006 - Present
National Minority Supplier Development Council 2003 - Present
NFLRPA 2003 - Present
Torrey Pines Bank January 2011 - February 2012
Trans Pacific National Bank October 2007 - December 2010
Wells Fargo 2002 - 2007
The Isbella Project (SF Hispanic Chamber & The Milken Institute) January 2005 - December 2006
Skills
Banking, Finance, Credit, Portfolio Management, Loans, Training, Commercial Lending, Public Relations, Small Business, Relationship Management, Retail Banking, Community Development, Commercial Real Estate, Public Speaking, Branch Banking, Entrepreneurship, Business Development, Commercial Banking, German, Lines Of Credit, Analysis, Leadership, Coaching, Management, Investments, Sales, Strategic Planning, Risk Management, Financial Analysis, Strategy, Negotiation
Education
Omega Performance
Train the Trainer Certification, Commercial Lending/Relationship Management
US Defense Language Institute
United States Air Force Academy
Ashley (McClain) Olsen Ashley (McClain) Olsen's Torrey Pines Bank Experience June 2013 - March 2014
Job Sole Proprietor at Right 2 Bear Charms
Industry Arts and Crafts
Experience
Right 2 Bear Charms July 2015 - Present
Torrey Pines Bank June 2013 - March 2014
Torrey Pines Bank July 2012 - June 2013
PrideStaff May 2012 - June 2012
Vinyard Doors, Inc. March 2010 - January 2012
Robert Half February 2009 - February 2010
Protech ECS, LLC February 2008 - January 2009
California State University San Marcos August 2006 - February 2008
AMF October 2004 - February 2006
Skills
Business License, Women Owned Business, Small Business..., Small Business Online..., Retail Sales, Arts & Crafts, Jewelry Design, Handmade Jewelry, Polymer Clay, Digital Photography, Photo Editing, Picasa, Image Editing, GIMP, Wire Wrapping, Beading, Acrylic Painting, Banking, Commercial Banking, Bank Operations Support, Back-end Operations, Fraud Detection, Federal & State..., Bank Reconciliation, Affidavits, Claims Handling, ACH, Positive Pay, Research, Microsoft Office, Teller Operations, Cash Handling, Vault, Customer Service, Receptionist Duties, Multi-line Phone, Human Resources, Office Management, Inventory Management, Purchase Orders, Shipping & Receiving, Work Orders, Administrative..., Data Entry, MSDS, Risk Management, Volunteering, HIPAA, Hostesses, Cold Calling
Education
California State University-San Marcos 2006 — 2008
Bachelor’s Degree, Kinesiology and Exercise Science, summa cum laude
Palomar College 2004 — 2005
University of California, San Diego 2002 — 2004
Right 2 Bear Charms July 2015 - Present
Torrey Pines Bank June 2013 - March 2014
Torrey Pines Bank July 2012 - June 2013
PrideStaff May 2012 - June 2012
Vinyard Doors, Inc. March 2010 - January 2012
Robert Half February 2009 - February 2010
Protech ECS, LLC February 2008 - January 2009
California State University San Marcos August 2006 - February 2008
AMF October 2004 - February 2006
Skills
Business License, Women Owned Business, Small Business..., Small Business Online..., Retail Sales, Arts & Crafts, Jewelry Design, Handmade Jewelry, Polymer Clay, Digital Photography, Photo Editing, Picasa, Image Editing, GIMP, Wire Wrapping, Beading, Acrylic Painting, Banking, Commercial Banking, Bank Operations Support, Back-end Operations, Fraud Detection, Federal & State..., Bank Reconciliation, Affidavits, Claims Handling, ACH, Positive Pay, Research, Microsoft Office, Teller Operations, Cash Handling, Vault, Customer Service, Receptionist Duties, Multi-line Phone, Human Resources, Office Management, Inventory Management, Purchase Orders, Shipping & Receiving, Work Orders, Administrative..., Data Entry, MSDS, Risk Management, Volunteering, HIPAA, Hostesses, Cold Calling
Education
California State University-San Marcos 2006 — 2008
Bachelor’s Degree, Kinesiology and Exercise Science, summa cum laude
Palomar College 2004 — 2005
University of California, San Diego 2002 — 2004
Maggie Shi Maggie Shi's Torrey Pines Bank Experience 2012 - Present
Job Vice President at Torrey Pines Bank
Industry Investment Management
Experience
Torrey Pines Bank 2012 - Present
Colony Capital 2011 - 2012
Henry Global Consulting Group 2010 - 2011
East West Bank 2005 - 2010
Skills
Due Diligence, Real Estate Economics, Financial Modeling, Private Equity, Asset Managment, Underwriting, Deal Sourcing, Asset Management, Loans, Finance, Portfolio Management, Investments, Credit
Education
University of Wisconsin 2000 — 2002
MBA, Finance
Beijing Normal University 1996 — 2000
Bachelor of Science (BS), Economics
Torrey Pines Bank 2012 - Present
Colony Capital 2011 - 2012
Henry Global Consulting Group 2010 - 2011
East West Bank 2005 - 2010
Skills
Due Diligence, Real Estate Economics, Financial Modeling, Private Equity, Asset Managment, Underwriting, Deal Sourcing, Asset Management, Loans, Finance, Portfolio Management, Investments, Credit
Education
University of Wisconsin 2000 — 2002
MBA, Finance
Beijing Normal University 1996 — 2000
Bachelor of Science (BS), Economics
Chris Markham Chris Markham's Torrey Pines Bank Experience June 2012 - December 2012
Job Portfolio Manager at Oxford Finance LLC
Industry Financial Services
Experience
Oxford Finance LLC September 2014 - Present
Comerica Bank July 2013 - September 2014
Torrey Pines Bank June 2012 - December 2012
Northwestern Mutual September 2009 - August 2010
Skills
Finance, Sales, Microsoft Excel, Financial Modeling, Banking, Credit Analysis, Leadership, Stock Market, Marketing, Underwriting, PowerPoint, Loans, Business Development, Financial Services, Life Insurance, Credit
Education
Point Loma Nazarene University 2008 — 2013
Bachelor Science, Business Finance, 3.5
Oxford Finance LLC September 2014 - Present
Comerica Bank July 2013 - September 2014
Torrey Pines Bank June 2012 - December 2012
Northwestern Mutual September 2009 - August 2010
Skills
Finance, Sales, Microsoft Excel, Financial Modeling, Banking, Credit Analysis, Leadership, Stock Market, Marketing, Underwriting, PowerPoint, Loans, Business Development, Financial Services, Life Insurance, Credit
Education
Point Loma Nazarene University 2008 — 2013
Bachelor Science, Business Finance, 3.5
Crystal (Watkins) Sargent's Torrey Pines Bank Experience October 2005 - Present
Job Senior Vice President, Director of Marketing at Californiabased commercial bank
Industry Banking
Experience
Torrey Pines Bank October 2005 - Present
Harris Bank October 1996 - November 2005
Harris Bank March 2003 - 2005
The Park Bank April 1994 - October 1996
Skills
Marketing Strategy, Marketing, Public Relations, Advertising, Business Development, Strategic Communications, Market Research, Strategic Planning, Event Management, Strategy, Leadership, Sales Management, Sales, Internal Communications, Team Building, Banking, Brand Management, Corporate Communications, Direct Marketing, Event Planning, Management, Marketing Communications, Philanthropy, Small Business, Social Media Marketing, Project Management, Awesomeness, Business Strategy, New Business Development, Small Business..., General Awesomeness, Commercial Banking, Community Outreach, Executive Management
Education
Illinois Institute of Technology 2000 — 2002
Master of Science, Business Marketing Communications
University of Wisconsin-Madison 1989 — 1994
Bachelor of Art, History
Torrey Pines Bank October 2005 - Present
Harris Bank October 1996 - November 2005
Harris Bank March 2003 - 2005
The Park Bank April 1994 - October 1996
Skills
Marketing Strategy, Marketing, Public Relations, Advertising, Business Development, Strategic Communications, Market Research, Strategic Planning, Event Management, Strategy, Leadership, Sales Management, Sales, Internal Communications, Team Building, Banking, Brand Management, Corporate Communications, Direct Marketing, Event Planning, Management, Marketing Communications, Philanthropy, Small Business, Social Media Marketing, Project Management, Awesomeness, Business Strategy, New Business Development, Small Business..., General Awesomeness, Commercial Banking, Community Outreach, Executive Management
Education
Illinois Institute of Technology 2000 — 2002
Master of Science, Business Marketing Communications
University of Wisconsin-Madison 1989 — 1994
Bachelor of Art, History
Sunny Han-Jeon Sunny Han-Jeon's Torrey Pines Bank Experience November 2008 - October 2014
Job Senior Vice President/ Regional Business Developer
Industry Banking
Experience
Community Bank November 2014 - Present
Torrey Pines Bank November 2008 - October 2014
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), English Language and Literature/Letters
Community Bank November 2014 - Present
Torrey Pines Bank November 2008 - October 2014
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), English Language and Literature/Letters
Noel Gay Noel Gay's Torrey Pines Bank Experience November 2010 - 2013
Job Vice President Relationship Manager at Liberty Bank
Industry Banking
Experience
Liberty Bank March 2013 - Present
Torrey Pines Bank November 2010 - 2013
Greater Bay Bank 1996 - 2007
Skills
Commercial Lending, Small Business Lending, Commercial Real Estate, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Consumer Lending, Loan Origination, Cash Management, Retail Banking, Private Banking, Construction Loans, Treasury Management
Education
Santa Clara University 1967 — 1976
Bachelors, History
Liberty Bank March 2013 - Present
Torrey Pines Bank November 2010 - 2013
Greater Bay Bank 1996 - 2007
Skills
Commercial Lending, Small Business Lending, Commercial Real Estate, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Consumer Lending, Loan Origination, Cash Management, Retail Banking, Private Banking, Construction Loans, Treasury Management
Education
Santa Clara University 1967 — 1976
Bachelors, History
Marc Thompson, CRE, FRICS, CCIM Marc Thompson, CRE, FRICS, CCIM's Torrey Pines Bank Experience September 2013 - June 2014
Job Real Estate Iindustries Group/Manager/SVP/Mechanics Bank
Industry Banking
Experience
Mechanics Bank June 2014 - Present
Torrey Pines Bank September 2013 - June 2014
Thompson Advisors LLC January 2012 - September 2013
Bank of the West, a BNP Paribas Subsidiary (A France Based Bank) September 2007 - January 2012
HSH Nordbank AG San Francisco Representative Office (A Germany Based Landes Bank) October 2005 - August 2007
Bank of the West, A BNP Paribas Subsidiary (A France Based Bank) March 2002 - October 2005
First Bank 1998 - March 2002
Comerica 1997 - 1998
CitiBank/ Formerly California Federal Bank/ Formerly First Nationwide Bank 1991 - 1997
Skills
Income Property Lending, Senior Housing Lending, Lending Department..., Published Author (CRE..., Marketing and Sales..., Counselor of Real..., Certified Commercial..., Fellow, Royal..., President of The Equity..., President of RE..., Public Presentation..., Power Point..., University teaching..., Business Strategy and..., Portfolio Management, Debt, Credit, Income Properties, Default, Economics, Business Strategy, Real Estate, Senior Housing, Banking, Excel, Word, Outlook, Capital Markets, Credit Analysis, Refinance, Credit Risk, Risk Management, Bonds, Risk, Construction Loans, Origination, Due Diligence, Securitization, Real Estate Finance, Commercial Mortgages, Dispositions, Loan Origination, Negotiation, Work-outs, Retirement Homes, Disposition, Loans, Real Estate Economics, Financial Risk, Commercial Real Estate
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Certification, Executive Seniors housing and Care Certification Program
California State University-East Bay 1982 — 1990
MBA, Mulit-national Marketing & Finance
Amador High School, Pleasanton, CA 1975 — 1978
High School Diploma, Electronics and Mathematics
Mechanics Bank June 2014 - Present
Torrey Pines Bank September 2013 - June 2014
Thompson Advisors LLC January 2012 - September 2013
Bank of the West, a BNP Paribas Subsidiary (A France Based Bank) September 2007 - January 2012
HSH Nordbank AG San Francisco Representative Office (A Germany Based Landes Bank) October 2005 - August 2007
Bank of the West, A BNP Paribas Subsidiary (A France Based Bank) March 2002 - October 2005
First Bank 1998 - March 2002
Comerica 1997 - 1998
CitiBank/ Formerly California Federal Bank/ Formerly First Nationwide Bank 1991 - 1997
Skills
Income Property Lending, Senior Housing Lending, Lending Department..., Published Author (CRE..., Marketing and Sales..., Counselor of Real..., Certified Commercial..., Fellow, Royal..., President of The Equity..., President of RE..., Public Presentation..., Power Point..., University teaching..., Business Strategy and..., Portfolio Management, Debt, Credit, Income Properties, Default, Economics, Business Strategy, Real Estate, Senior Housing, Banking, Excel, Word, Outlook, Capital Markets, Credit Analysis, Refinance, Credit Risk, Risk Management, Bonds, Risk, Construction Loans, Origination, Due Diligence, Securitization, Real Estate Finance, Commercial Mortgages, Dispositions, Loan Origination, Negotiation, Work-outs, Retirement Homes, Disposition, Loans, Real Estate Economics, Financial Risk, Commercial Real Estate
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Certification, Executive Seniors housing and Care Certification Program
California State University-East Bay 1982 — 1990
MBA, Mulit-national Marketing & Finance
Amador High School, Pleasanton, CA 1975 — 1978
High School Diploma, Electronics and Mathematics
Amit Israni's Torrey Pines Bank Experience August 2013 - Present
Job Assistant Relationship Manager for Commercial Real Estate at Torrey Pines Bank
Industry Real Estate
Experience
Torrey Pines Bank August 2013 - Present
Fairfield Residential June 2012 - September 2012
Pacifica Companies May 2010 - August 2011
Skills
Real Estate Economics, Disposition, Real Estate Development, Real Estate, Real Estate Transactions, Market Analysis, Investments, Apartments, Leases, Investment Properties, Real Estate Financing, Commercial Real Estate, Property Management, Asset Management, Location Intelligence
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate
Torrey Pines Bank August 2013 - Present
Fairfield Residential June 2012 - September 2012
Pacifica Companies May 2010 - August 2011
Skills
Real Estate Economics, Disposition, Real Estate Development, Real Estate, Real Estate Transactions, Market Analysis, Investments, Apartments, Leases, Investment Properties, Real Estate Financing, Commercial Real Estate, Property Management, Asset Management, Location Intelligence
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate
Laura Kruberg Laura Kruberg's Torrey Pines Bank Experience October 2010 - May 2011
Job Georgetown University Law Center
Industry Law Practice
Experience
US Attorneys Office January 2015 - April 2015
Reilly & Associates January 2014 - September 2014
EY June 2014 - August 2014
University of San Diego School of Law June 2013 - June 2014
Nike October 2011 - February 2013
Torrey Pines Bank October 2010 - May 2011
Gibson, Dunn, & Crutcher LLP June 2010 - August 2010
Hollywood at Home June 2009 - August 2009
Sacred Heart Summer Camp June 2008 - August 2008
Skills
MS Office Suite, Microsoft Excel, Customer Service, PowerPoint, Facebook, Public Speaking, Marketing, Leadership, Business Strategy, Social Media, Microsoft Office, Time Management, Human Resources, Sales, Research, Event Planning, Spanish, Microsoft Word, Social Networking
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Tax Law/Taxation
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.)
University of San Diego 2007 — 2011
Bachelor, Business Administration
US Attorneys Office January 2015 - April 2015
Reilly & Associates January 2014 - September 2014
EY June 2014 - August 2014
University of San Diego School of Law June 2013 - June 2014
Nike October 2011 - February 2013
Torrey Pines Bank October 2010 - May 2011
Gibson, Dunn, & Crutcher LLP June 2010 - August 2010
Hollywood at Home June 2009 - August 2009
Sacred Heart Summer Camp June 2008 - August 2008
Skills
MS Office Suite, Microsoft Excel, Customer Service, PowerPoint, Facebook, Public Speaking, Marketing, Leadership, Business Strategy, Social Media, Microsoft Office, Time Management, Human Resources, Sales, Research, Event Planning, Spanish, Microsoft Word, Social Networking
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Tax Law/Taxation
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.)
University of San Diego 2007 — 2011
Bachelor, Business Administration
Elizabeth Jacoby's Torrey Pines Bank Experience February 2013 - October 2013
Job MSFA Candidate
Industry Financial Services
Experience
Dolan Xitco Consulting Group November 2013 - April 2015
Pizza Nova November 2010 - November 2013
Torrey Pines Bank February 2013 - October 2013
Life Perspectives October 2012 - February 2013
Merrill Lynch November 2011 - May 2012
Fermanian Business & Economic Institute June 2011 - April 2012
Humphrey's Half Moon Inn October 2010 - January 2011
NTC Venues January 2010 - August 2010
Skills
Customer Service, Event Planning, PowerPoint, Event Management, Social Media, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Team Leadership, Photoshop, Marketing, Spanish, Facebook, Social Media Marketing, Teamwork, Data Entry, Hospitality, Non-profits, Budget, Salesforce.com, InDesign, Nonprofits
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts, Business Administration/ International Studies
Crescenta Valley High School 2004 — 2008
University of San Francisco
Master's of Science, Financial Analysis
Dolan Xitco Consulting Group November 2013 - April 2015
Pizza Nova November 2010 - November 2013
Torrey Pines Bank February 2013 - October 2013
Life Perspectives October 2012 - February 2013
Merrill Lynch November 2011 - May 2012
Fermanian Business & Economic Institute June 2011 - April 2012
Humphrey's Half Moon Inn October 2010 - January 2011
NTC Venues January 2010 - August 2010
Skills
Customer Service, Event Planning, PowerPoint, Event Management, Social Media, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Team Leadership, Photoshop, Marketing, Spanish, Facebook, Social Media Marketing, Teamwork, Data Entry, Hospitality, Non-profits, Budget, Salesforce.com, InDesign, Nonprofits
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts, Business Administration/ International Studies
Crescenta Valley High School 2004 — 2008
University of San Francisco
Master's of Science, Financial Analysis
Oliver Craig Oliver Craig's Torrey Pines Bank Experience May 2012 - Present
Job Commercial Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank May 2012 - Present
Skills
Credit Analysis, Real Estate Financing, Commercial Banking, Loans, Banking, Commercial Real Estate, Commercial Lending, Credit Risk, Loan Origination, Relationship Management, SBA, Construction Loans, Management, Real Estate, Underwriting
Education
Point Loma Nazarene University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Torrey Pines Bank May 2012 - Present
Skills
Credit Analysis, Real Estate Financing, Commercial Banking, Loans, Banking, Commercial Real Estate, Commercial Lending, Credit Risk, Loan Origination, Relationship Management, SBA, Construction Loans, Management, Real Estate, Underwriting
Education
Point Loma Nazarene University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Shamily A. Arora Shamily A. Arora's Torrey Pines Bank Experience June 2012 - Present
Job Human Resources Officer at Torrey Pines Bank
Industry Human Resources
Experience
Torrey Pines Bank June 2012 - Present
Towers Watson January 2012 - June 2012
Torrey Pines Institute for Molecular Studies July 2007 - July 2011
Skills
Recruiting, Benefits Management, Payroll, ADP Payroll, Workers Compensation, Training and Development, HRIS Database Management, Human Resources, Development Of Employees, Employee Relations, Applicant Tracking..., Interviews, HRIS, Screening, Leadership, Talent Acquisition
Education
San Diego State University-California State University 2008 — 2011
Certificate, Human Resources Management
Lancaster University 1995 — 1996
Religious/Sacred Music
University of California, Berkeley
Bachelor of Arts (B.A.), Social Welfare
Torrey Pines Bank June 2012 - Present
Towers Watson January 2012 - June 2012
Torrey Pines Institute for Molecular Studies July 2007 - July 2011
Skills
Recruiting, Benefits Management, Payroll, ADP Payroll, Workers Compensation, Training and Development, HRIS Database Management, Human Resources, Development Of Employees, Employee Relations, Applicant Tracking..., Interviews, HRIS, Screening, Leadership, Talent Acquisition
Education
San Diego State University-California State University 2008 — 2011
Certificate, Human Resources Management
Lancaster University 1995 — 1996
Religious/Sacred Music
University of California, Berkeley
Bachelor of Arts (B.A.), Social Welfare
Noriko Oakland Noriko Oakland's Torrey Pines Bank Experience November 2008 - Present
Job SVP & Regional Manager at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Jay Mok's Torrey Pines Bank Experience October 2009 - Present
Job SVP, Torrey Pines Bank a division of Western Alliance Bank
Industry Banking
Experience
Torrey Pines Bank October 2009 - Present
Skills
Commercial Lending, SBA, Commercial Mortgages, Loans, Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Loan Origination, Underwriting, Mortgage Lending, Consumer Lending, Financial Analysis, Portfolio Management
Education
University of California, Berkeley 1995 — 2001
B.A., Political Science
Torrey Pines Bank October 2009 - Present
Skills
Commercial Lending, SBA, Commercial Mortgages, Loans, Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Loan Origination, Underwriting, Mortgage Lending, Consumer Lending, Financial Analysis, Portfolio Management
Education
University of California, Berkeley 1995 — 2001
B.A., Political Science
Khin Vong Khin Vong's Torrey Pines Bank Experience December 2008 - March 2011
Job
Industry
Experience
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Francesca Castagnola Francesca Castagnola's Torrey Pines Bank Experience May 2003 - Present
Job Senior Vice President/ Manager at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank May 2003 - Present
Grossmont Bank September 1995 - December 1998
Wells Fargo Bank December 1989 - September 1995
Education
University of San Diego 1989 — 1994
BA, Interdisciplinary Humanaties
University of San Diego
Torrey Pines Bank May 2003 - Present
Grossmont Bank September 1995 - December 1998
Wells Fargo Bank December 1989 - September 1995
Education
University of San Diego 1989 — 1994
BA, Interdisciplinary Humanaties
University of San Diego
Bao Turnquist Bao Turnquist's Torrey Pines Bank Experience November 2010 - Present
Job at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2010 - Present
Sun West Bank July 2006 - October 2010
Bank of Nevada December 2004 - July 2006
Skills
Small Business Lending, Asset Based Finance, Financial Analysis, Commercial Lending, Underwriting, Commercial Mortgages, Loans, Credit, Risk Management, Banking, Commercial Banking, Credit Analysis, Finance, Treasury Management, Asset Based Lending, SBA, Credit Risk, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Construction Loans, Relationship Management, Consumer Lending, Retail Banking, Financial Services, Cash Management
Education
University of Nevada-Las Vegas
Bachelor, Finance
Torrey Pines Bank November 2010 - Present
Sun West Bank July 2006 - October 2010
Bank of Nevada December 2004 - July 2006
Skills
Small Business Lending, Asset Based Finance, Financial Analysis, Commercial Lending, Underwriting, Commercial Mortgages, Loans, Credit, Risk Management, Banking, Commercial Banking, Credit Analysis, Finance, Treasury Management, Asset Based Lending, SBA, Credit Risk, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Construction Loans, Relationship Management, Consumer Lending, Retail Banking, Financial Services, Cash Management
Education
University of Nevada-Las Vegas
Bachelor, Finance
Nathan Levy's Torrey Pines Bank Experience June 2010 - August 2010
Job Business Development at Sailo
Industry Internet
Experience
Sailo June 2015 - Present
Diamond Ventures August 2013 - August 2014
Enterprise Holdings February 2012 - July 2013
Torrey Pines Bank June 2010 - August 2010
Hotel Del Coronado June 2009 - August 2009
City of Tucson June 2008 - August 2008
Gitero Primary School June 2007 - July 2007
Amigos de las Americas June 2006 - August 2006
Skills
Management, Marketing, Leadership, Microsoft Excel, Social Media, Sales, Customer Service
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (MBA) Information Systems (MS), Finance, General
University of Denver 2007 — 2011
Bachelor, International Business
Universidad Pablo de Olavide 2009 — 2009
Business
Sailo June 2015 - Present
Diamond Ventures August 2013 - August 2014
Enterprise Holdings February 2012 - July 2013
Torrey Pines Bank June 2010 - August 2010
Hotel Del Coronado June 2009 - August 2009
City of Tucson June 2008 - August 2008
Gitero Primary School June 2007 - July 2007
Amigos de las Americas June 2006 - August 2006
Skills
Management, Marketing, Leadership, Microsoft Excel, Social Media, Sales, Customer Service
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (MBA) Information Systems (MS), Finance, General
University of Denver 2007 — 2011
Bachelor, International Business
Universidad Pablo de Olavide 2009 — 2009
Business
Kevin Damko, CPA's Torrey Pines Bank Experience January 2009 - Present
Job VP Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank January 2009 - Present
Torrey Pines Bank January 2006 - January 2009
San Diego National Bank April 2004 - January 2006
KPMG April 2001 - February 2004
Education
San Diego State University-California State University 1999 — 2003
Northern Arizona University 1997 — 1999
Torrey Pines Bank January 2009 - Present
Torrey Pines Bank January 2006 - January 2009
San Diego National Bank April 2004 - January 2006
KPMG April 2001 - February 2004
Education
San Diego State University-California State University 1999 — 2003
Northern Arizona University 1997 — 1999
Leo Schafer's Torrey Pines Bank Experience July 2006 - May 2014
Job CEO PR Diamond Products Inc
Industry Business Supplies and Equipment
Experience
PR Diamond Products Inc July 2014 - Present
Torrey Pines Bank July 2006 - May 2014
Bank of Nevada July 2009 - September 2011
Bank of Nevada July 2006 - July 2009
Skills
Business Planning, Banking, Commercial Banking, Business Strategy, Commercial Mortgages, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Due Diligence, Customer Service, Executive Management, Finance, Financial Analysis, Financial Modeling, Investments, Loan Origination, Loans, Marketing, Marketing Strategy, Mergers, Mortgage Lending, New Business Development, Real Estate, Risk Management, SBA, Sales Management, Small Business, Small Business Lending, Strategic Planning, Team Building, Underwriting
Education
University of Nevada-Las Vegas 1996 — 2002
PR Diamond Products Inc July 2014 - Present
Torrey Pines Bank July 2006 - May 2014
Bank of Nevada July 2009 - September 2011
Bank of Nevada July 2006 - July 2009
Skills
Business Planning, Banking, Commercial Banking, Business Strategy, Commercial Mortgages, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Due Diligence, Customer Service, Executive Management, Finance, Financial Analysis, Financial Modeling, Investments, Loan Origination, Loans, Marketing, Marketing Strategy, Mergers, Mortgage Lending, New Business Development, Real Estate, Risk Management, SBA, Sales Management, Small Business, Small Business Lending, Strategic Planning, Team Building, Underwriting
Education
University of Nevada-Las Vegas 1996 — 2002
Kent Twomey's Torrey Pines Bank Experience June 2005 - July 2008
Job Healthcare Banking Specialist and Commercial Lender
Industry Banking
Experience
First Citizens Bank July 2008 - Present
Torrey Pines Bank June 2005 - July 2008
Skills
Commercial Lending, Loans, Small Business Lending, Financial Accounting, Commercial Mortgages, Lines Of Credit, Real Estate, Customer Service, Commercial Banking, Credit, Business Development, Commercial Real Estate, Credit Analysis, SBA, Loan Origination, Underwriting, Real Estate Financing, Treasury Management, Construction Loans, Asset Based Lending, Mortgage Lending
Education
Thunderbird School of Global Management 1995 — 1996
Pepperdine University 1990 — 1993
BA, Business
First Citizens Bank July 2008 - Present
Torrey Pines Bank June 2005 - July 2008
Skills
Commercial Lending, Loans, Small Business Lending, Financial Accounting, Commercial Mortgages, Lines Of Credit, Real Estate, Customer Service, Commercial Banking, Credit, Business Development, Commercial Real Estate, Credit Analysis, SBA, Loan Origination, Underwriting, Real Estate Financing, Treasury Management, Construction Loans, Asset Based Lending, Mortgage Lending
Education
Thunderbird School of Global Management 1995 — 1996
Pepperdine University 1990 — 1993
BA, Business
Sergey Shikhvarg's Torrey Pines Bank Experience December 2014 - Present
Job VP, Sr. Relationship Manager at Bridge Bank
Industry Banking
Experience
Bridge Bank July 2015 - Present
Torrey Pines Bank December 2014 - Present
Wells Fargo Bank March 2007 - December 2014
Wells Fargo Bank October 2005 - March 2007
Education
University of California, Davis 2002 — 2005
BS, Managerial Economics
Bridge Bank July 2015 - Present
Torrey Pines Bank December 2014 - Present
Wells Fargo Bank March 2007 - December 2014
Wells Fargo Bank October 2005 - March 2007
Education
University of California, Davis 2002 — 2005
BS, Managerial Economics
Kathy Lieu's Torrey Pines Bank Experience November 2010 - Present
Job Commercial Real Estate Lender at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2010 - Present
California Bank & Trust June 2007 - November 2010
East West Bank January 2006 - May 2007
United Commercial Bank July 2004 - December 2005
California State University, Los Angeles February 2002 - June 2004
California State University, Los Angeles April 2001 - February 2002
Caltrans May 2000 - April 2001
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Portfolio Management, Loans, Credit Risk, Underwriting, Finance, Financial Analysis, Commercial Real Estate, Real Estate
Education
California State University-Los Angeles 2001 — 2003
MBA, Management Option
California State University-Los Angeles 1997 — 2000
BS, Computer Information Systems
Torrey Pines Bank November 2010 - Present
California Bank & Trust June 2007 - November 2010
East West Bank January 2006 - May 2007
United Commercial Bank July 2004 - December 2005
California State University, Los Angeles February 2002 - June 2004
California State University, Los Angeles April 2001 - February 2002
Caltrans May 2000 - April 2001
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Portfolio Management, Loans, Credit Risk, Underwriting, Finance, Financial Analysis, Commercial Real Estate, Real Estate
Education
California State University-Los Angeles 2001 — 2003
MBA, Management Option
California State University-Los Angeles 1997 — 2000
BS, Computer Information Systems
Chris Sandoval's Torrey Pines Bank Experience March 2009 - April 2011
Job Commercial Credit Analyst at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust April 2011 - Present
Torrey Pines Bank March 2009 - April 2011
Torrey Pines Bank May 2006 - March 2009
Enterprise Rental Car Company 2005 - 2006
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Analysis, Marketing, Commercial Banking, Management, Commercial Real Estate, Underwriting, Project Management, Project Planning, Relationship Management, Finance, Banking, Commercial Mortgages
Education
California State University-Chico 2000 — 2004
Bachelors, Business Administration, Emphasis in Marketing
California Bank & Trust April 2011 - Present
Torrey Pines Bank March 2009 - April 2011
Torrey Pines Bank May 2006 - March 2009
Enterprise Rental Car Company 2005 - 2006
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Analysis, Marketing, Commercial Banking, Management, Commercial Real Estate, Underwriting, Project Management, Project Planning, Relationship Management, Finance, Banking, Commercial Mortgages
Education
California State University-Chico 2000 — 2004
Bachelors, Business Administration, Emphasis in Marketing
Gloria Rocha's Torrey Pines Bank Experience May 2011 - March 2013
Job Assistant Vice President at First Northern Bank
Industry Banking
Experience
First Northern Bank March 2013 - Present
Torrey Pines Bank May 2011 - March 2013
Umpqua Bank August 2009 - May 2011
City National Bank April 2000 - June 2009
Bank of California 1989 - 2000
Skills
Credit Analysis, Cash Management, Loan Origination, Lines Of Credit, Relationship Management, Customer Service, Commercial Lending, Banking, Credit Risk, Commercial Banking, Underwriting, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Consumer Lending, Mortgage Lending, Commercial Mortgages
Education
San Francisco State University 1981 — 1984
First Northern Bank March 2013 - Present
Torrey Pines Bank May 2011 - March 2013
Umpqua Bank August 2009 - May 2011
City National Bank April 2000 - June 2009
Bank of California 1989 - 2000
Skills
Credit Analysis, Cash Management, Loan Origination, Lines Of Credit, Relationship Management, Customer Service, Commercial Lending, Banking, Credit Risk, Commercial Banking, Underwriting, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Consumer Lending, Mortgage Lending, Commercial Mortgages
Education
San Francisco State University 1981 — 1984
Anthony J. (Tony) Padilla, MBA, CFE's Torrey Pines Bank Experience August 1984 - December 1989
Job Risk, Audit and SOX Advisory Pracrtice
Industry Financial Services
Experience
HSE Partners, LLC September 2009 - Present
IMH, Inc. June 2004 - March 2012
Padilla Advisory Services March 1998 - June 2004
L.A. County Metropolitan Transportation Authority (MTA) January 1996 - March 1998
First Fidelity Thrift March 1995 - January 1996
FDIC/RTC 1991 - 1995
HomeFed Bank December 1989 - February 1991
Torrey Pines Bank August 1984 - December 1989
Skills
Management Consulting, Financial Analysis, Risk Management, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Auditing, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 1985 — 1987
MBA, Finance and Gen'l Management
University of California, Los Angeles
BA, Economics
HSE Partners, LLC September 2009 - Present
IMH, Inc. June 2004 - March 2012
Padilla Advisory Services March 1998 - June 2004
L.A. County Metropolitan Transportation Authority (MTA) January 1996 - March 1998
First Fidelity Thrift March 1995 - January 1996
FDIC/RTC 1991 - 1995
HomeFed Bank December 1989 - February 1991
Torrey Pines Bank August 1984 - December 1989
Skills
Management Consulting, Financial Analysis, Risk Management, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Auditing, Process Improvement
Education
University of California, Irvine - The Paul Merage School of Business 1985 — 1987
MBA, Finance and Gen'l Management
University of California, Los Angeles
BA, Economics
Todd Peterson, CAMS's Torrey Pines Bank Experience September 2006 - September 2014
Job Vice President & BSA Officer at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation September 2014 - Present
Torrey Pines Bank September 2006 - September 2014
California Bank & Trust 2004 - 2006
California Bank & Trust May 2000 - May 2004
California Bank & Trust July 1996 - May 2000
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Due Diligence, Bank Secrecy Act, AML, KYC, OFAC, CAMS, Fraud, Small Business, USA PATRIOT Act, Loans, Certified Anti-Money..., Marketing
Education
Point Loma Nazarene University
BA, Management & Organizational Communication
Zions Bancorporation September 2014 - Present
Torrey Pines Bank September 2006 - September 2014
California Bank & Trust 2004 - 2006
California Bank & Trust May 2000 - May 2004
California Bank & Trust July 1996 - May 2000
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Due Diligence, Bank Secrecy Act, AML, KYC, OFAC, CAMS, Fraud, Small Business, USA PATRIOT Act, Loans, Certified Anti-Money..., Marketing
Education
Point Loma Nazarene University
BA, Management & Organizational Communication
Brenda Busher's Torrey Pines Bank Experience June 2012 - September 2013
Job Vice President, Relationship Manager
Industry Banking
Experience
US Bank April 2014 - Present
Home of Guiding Hands October 2012 - November 2014
Torrey Pines Bank June 2012 - September 2013
Union Bank August 2005 - June 2012
Community Resource Center 2005 - 2012
US Bank December 1995 - August 2005
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Retail Banking, Credit, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Wealth Management, Cash Management, Financial Services, Investment Management, Investments, Risk Management, Asset Managment, Financial Analysis, Corporate Finance, CMBS, Asset Management, Finance, Credit Analysis, Loan Origination, Treasury Management, Relationship Management, Small Business, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Private Banking, Underwriting, Series 7, SBA, Credit Risk, Mortgage Banking, Strategic Financial...
Education
San Diego State University-California State University
Behavioral Sciences
Woodrow wilson high school
US Bank April 2014 - Present
Home of Guiding Hands October 2012 - November 2014
Torrey Pines Bank June 2012 - September 2013
Union Bank August 2005 - June 2012
Community Resource Center 2005 - 2012
US Bank December 1995 - August 2005
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Retail Banking, Credit, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Wealth Management, Cash Management, Financial Services, Investment Management, Investments, Risk Management, Asset Managment, Financial Analysis, Corporate Finance, CMBS, Asset Management, Finance, Credit Analysis, Loan Origination, Treasury Management, Relationship Management, Small Business, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Private Banking, Underwriting, Series 7, SBA, Credit Risk, Mortgage Banking, Strategic Financial...
Education
San Diego State University-California State University
Behavioral Sciences
Woodrow wilson high school
Catherine Coler's Torrey Pines Bank Experience March 2014 - Present
Job Vice President/ Relationship Manager at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank March 2014 - Present
Banc of California October 2013 - March 2014
The Private Bank of California January 2011 - October 2013
The Private Bank of California February 2009 - June 2011
The Private Bank of California November 2007 - February 2009
The Private Bank of California February 2006 - November 2007
Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Credit, Credit Analysis, Lines Of Credit
Education
University of California, Los Angeles 2000 — 2004
Torrey Pines Bank March 2014 - Present
Banc of California October 2013 - March 2014
The Private Bank of California January 2011 - October 2013
The Private Bank of California February 2009 - June 2011
The Private Bank of California November 2007 - February 2009
The Private Bank of California February 2006 - November 2007
Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Credit, Credit Analysis, Lines Of Credit
Education
University of California, Los Angeles 2000 — 2004
Lois Pagaspas's Torrey Pines Bank Experience October 2011 - July 2012
Job Commercial Lending, Business Banking Group at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Notary Public August 2005 - Present
Torrey Pines Bank October 2011 - July 2012
GBC International Bank December 2007 - October 2011
Triwes Mortgage 2004 - 2007
Advisors Lending Group 2002 - 2004
ACNielsen Philippines 2001 - 2002
Philippine National Bank 1994 - 2001
Skills
Credit Analysis, Financial Analysis, Loans, Credit Administration, Appraisal Review, Environmental Review, Commercial Real Estate..., Residential Mortgages, C&I Lending, Credit, Appraisals, Commercial Mortgages, Investments, Refinance, Real Estate, Mortgage Lending, Loan Origination, Mortgage Banking, Commercial Real Estate
Education
Ateneo Graduate School of Business 1996 — 2000
Master in Business Administration, Finance
University of Santo Tomas 1990 — 1994
Bachelor of Arts, Economics
Wells Fargo July 2012 - Present
Notary Public August 2005 - Present
Torrey Pines Bank October 2011 - July 2012
GBC International Bank December 2007 - October 2011
Triwes Mortgage 2004 - 2007
Advisors Lending Group 2002 - 2004
ACNielsen Philippines 2001 - 2002
Philippine National Bank 1994 - 2001
Skills
Credit Analysis, Financial Analysis, Loans, Credit Administration, Appraisal Review, Environmental Review, Commercial Real Estate..., Residential Mortgages, C&I Lending, Credit, Appraisals, Commercial Mortgages, Investments, Refinance, Real Estate, Mortgage Lending, Loan Origination, Mortgage Banking, Commercial Real Estate
Education
Ateneo Graduate School of Business 1996 — 2000
Master in Business Administration, Finance
University of Santo Tomas 1990 — 1994
Bachelor of Arts, Economics
Kathleen Galvin's Torrey Pines Bank Experience 1987 - 1990
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 1995 - Present
Torrey pines bank 1987 - 1990
Education
San Diego State University-California State University 1996 — 2000
Bachelors, Criminal Justice
California Bank & Trust November 1995 - Present
Torrey pines bank 1987 - 1990
Education
San Diego State University-California State University 1996 — 2000
Bachelors, Criminal Justice
Aimee Brandt's Torrey Pines Bank Experience July 2009 - July 2013
Job Sales & Marketing Operations Manager at Welk Resort Group
Industry Hospitality
Experience
Welk Resort Group November 2014 - Present
Carlsbad CrossFit November 2013 - Present
First Republic Bank July 2013 - October 2014
Torrey Pines Bank July 2009 - July 2013
Discovery Bank May 2008 - July 2009
Skills
Financial Analysis, Loans, Banking, Credit Analysis, Credit, Commercial Lending, Loan Origination, Lines Of Credit, Relationship Management, Commercial Banking, Small Business Lending, Underwriting, Finance, Mortgage Lending
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
John Cabot University 2007 — 2007
Bachelor's Degree, Business Administration
Welk Resort Group November 2014 - Present
Carlsbad CrossFit November 2013 - Present
First Republic Bank July 2013 - October 2014
Torrey Pines Bank July 2009 - July 2013
Discovery Bank May 2008 - July 2009
Skills
Financial Analysis, Loans, Banking, Credit Analysis, Credit, Commercial Lending, Loan Origination, Lines Of Credit, Relationship Management, Commercial Banking, Small Business Lending, Underwriting, Finance, Mortgage Lending
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
John Cabot University 2007 — 2007
Bachelor's Degree, Business Administration
Joseph Wier's Torrey Pines Bank Experience February 2013 - Present
Job Real Estate Closing Officer at Torrey Pines Bank
Industry Health, Wellness and Fitness
Experience
Torrey Pines Bank February 2013 - Present
Certified Massage Therapist August 2010 - Present
Healing Through Touch Massage October 2011 - November 2012
Opes Advisors August 2011 - November 2011
Bank of America April 2010 - July 2011
MetLife Home Loans January 2005 - March 2010
First Horizon Home Loans March 2001 - December 2004
NBC Internet June 1997 - December 2000
Skills
FHA, Customer Service, Banking, Deep Tissue Massage, First Time Home Buyers, Loan Origination, Loans, Mortgage Lending, Residential Homes, Sales, Swedish, Therapeutic Massage, Underwriting
Education
National Holistic Institute 2010 — 2011
C.M.T., Massage Therapy
San Francisco State University 1984 — 1988
B.A., Industrial Arts
Merritt College 1982 — 1984
A.A., General Education
Torrey Pines Bank February 2013 - Present
Certified Massage Therapist August 2010 - Present
Healing Through Touch Massage October 2011 - November 2012
Opes Advisors August 2011 - November 2011
Bank of America April 2010 - July 2011
MetLife Home Loans January 2005 - March 2010
First Horizon Home Loans March 2001 - December 2004
NBC Internet June 1997 - December 2000
Skills
FHA, Customer Service, Banking, Deep Tissue Massage, First Time Home Buyers, Loan Origination, Loans, Mortgage Lending, Residential Homes, Sales, Swedish, Therapeutic Massage, Underwriting
Education
National Holistic Institute 2010 — 2011
C.M.T., Massage Therapy
San Francisco State University 1984 — 1988
B.A., Industrial Arts
Merritt College 1982 — 1984
A.A., General Education
Victoria Kammerzell's Torrey Pines Bank Experience January 2006 - October 2007
Job PFR III
Industry Banking
Experience
California Coast Credit Union February 2015 - Present
California Coast Credit Union May 2012 - February 2015
California Coast Credit Union October 2009 - May 2012
Financial 21 Community Credit Union March 2008 - October 2009
Torrey Pines Bank January 2006 - October 2007
USE Credit Union May 2001 - January 2006
Skills
Corporate Events, Leadership, Loan Origination, Financial Analysis, Mortgage Lending, Loans, Financial Services, Banking, Business Development, Sales, Customer Acquisition, Team Building, Management, Credit Unions, Consumer Lending, Relationship Management, Credit Analysis
Education
University of San Diego 2001 — 2005
Bachelor of Business Administration
Samuel FB Morse High School 1999 — 2001
High School Dipolma
Alexander Graham Bell Jr High 1997 — 1999
California Coast Credit Union February 2015 - Present
California Coast Credit Union May 2012 - February 2015
California Coast Credit Union October 2009 - May 2012
Financial 21 Community Credit Union March 2008 - October 2009
Torrey Pines Bank January 2006 - October 2007
USE Credit Union May 2001 - January 2006
Skills
Corporate Events, Leadership, Loan Origination, Financial Analysis, Mortgage Lending, Loans, Financial Services, Banking, Business Development, Sales, Customer Acquisition, Team Building, Management, Credit Unions, Consumer Lending, Relationship Management, Credit Analysis
Education
University of San Diego 2001 — 2005
Bachelor of Business Administration
Samuel FB Morse High School 1999 — 2001
High School Dipolma
Alexander Graham Bell Jr High 1997 — 1999
Becky McMillen's Torrey Pines Bank Experience September 2009 - March 2010
Job Personal Banker at Washington Federal, Sun City West, AZ
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
US Bank March 2010 - September 2011
Torrey Pines Bank September 2009 - March 2010
CDC Small Business Finance March 2007 - February 2009
1st Pacific Bank September 2006 - March 2007
Pacific Capital Bank December 2002 - September 2006
Ramona National Bank November 2001 - December 2002
Education
MiraCosta College
General Studies
Mesa Community College
General Studies
Wells Fargo Bank September 2011 - Present
US Bank March 2010 - September 2011
Torrey Pines Bank September 2009 - March 2010
CDC Small Business Finance March 2007 - February 2009
1st Pacific Bank September 2006 - March 2007
Pacific Capital Bank December 2002 - September 2006
Ramona National Bank November 2001 - December 2002
Education
MiraCosta College
General Studies
Mesa Community College
General Studies
Darijo Banjac's Torrey Pines Bank Experience September 2013 - April 2015
Job VP Commercial Loan Officer
Industry Banking
Experience
San Diego Private Bank April 2015 - Present
Torrey Pines Bank September 2013 - April 2015
Pacific Western Bank October 2006 - September 2013
Wells Fargo March 2002 - October 2006
Skills
Microsoft Office, International Trade, Account Management, Risk Management, Negotiation, Sales Management, Business Development, Marketing, Banking, Credit, Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
Point Loma Nazarene University
Bachelor of Business Administration (BBA), International Business
University of Phoenix-San Diego Campus
Master of Business Administration (M.B.A.), International Business
San Diego Private Bank April 2015 - Present
Torrey Pines Bank September 2013 - April 2015
Pacific Western Bank October 2006 - September 2013
Wells Fargo March 2002 - October 2006
Skills
Microsoft Office, International Trade, Account Management, Risk Management, Negotiation, Sales Management, Business Development, Marketing, Banking, Credit, Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis
Education
Point Loma Nazarene University
Bachelor of Business Administration (BBA), International Business
University of Phoenix-San Diego Campus
Master of Business Administration (M.B.A.), International Business
Daniel Reichel's Torrey Pines Bank Experience June 2013 - Present
Job Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank June 2013 - Present
First California Bank September 1999 - June 2013
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, SBA, Credit, Banking, Commercial Mortgages, Credit Analysis, Asset Based Lending, Portfolio Management, Cross Selling, Treasury Management, Risk Management, Loan Origination, Consumer Lending, AML, SBA 504, Private Banking, Retail Banking, Cash Flow Lending, Bank Secrecy Act, Financial Institutions, Internet Banking
Education
University of Denver 1974 — 1977
BA, Business, History
University of Denver
Torrey Pines Bank June 2013 - Present
First California Bank September 1999 - June 2013
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, SBA, Credit, Banking, Commercial Mortgages, Credit Analysis, Asset Based Lending, Portfolio Management, Cross Selling, Treasury Management, Risk Management, Loan Origination, Consumer Lending, AML, SBA 504, Private Banking, Retail Banking, Cash Flow Lending, Bank Secrecy Act, Financial Institutions, Internet Banking
Education
University of Denver 1974 — 1977
BA, Business, History
University of Denver
Valerie Branham-Davis's Torrey Pines Bank Experience September 1987 - June 1989
Job Accountant
Industry Accounting
Experience
CSMC - Charter School Management Corporation, Inc. October 2014 - Present
Pan Pacific Retail Properties July 1995 - January 1999
The Hahn Company June 1989 - July 1995
Torrey Pines Bank September 1987 - June 1989
Skills
General Ledger, Accounting, QuickBooks, Journal Entries, Account Reconciliation, Financial Analysis, financial reporting, Accounts Payable &..., Cash Flow, Budgeting, Forecasting, Financial Statements, Consolidated Financial..., Consolidated Reporting, Bank Reconciliation, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sage Accpac
Education
San Diego State University-California State University 1979 — 1989
Bachelor's Degree, Business with an emphasis in Finance
CSMC - Charter School Management Corporation, Inc. October 2014 - Present
Pan Pacific Retail Properties July 1995 - January 1999
The Hahn Company June 1989 - July 1995
Torrey Pines Bank September 1987 - June 1989
Skills
General Ledger, Accounting, QuickBooks, Journal Entries, Account Reconciliation, Financial Analysis, financial reporting, Accounts Payable &..., Cash Flow, Budgeting, Forecasting, Financial Statements, Consolidated Financial..., Consolidated Reporting, Bank Reconciliation, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sage Accpac
Education
San Diego State University-California State University 1979 — 1989
Bachelor's Degree, Business with an emphasis in Finance
Cherish Beach's Torrey Pines Bank Experience August 2010 - Present
Job Operations Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank August 2010 - Present
Columbia Bank December 2006 - February 2010
Columbia Bank August 2003 - December 2006
Columbia Bank June 2002 - August 2003
Columbia Bank December 2000 - June 2002
Skills
Leadership, Management, Risk Management
Education
OBA Operations School, Salem 2007 — 2008
Bank Operations
Palomar College 1990 — 1992
none, General Studies
Torrey Pines Bank August 2010 - Present
Columbia Bank December 2006 - February 2010
Columbia Bank August 2003 - December 2006
Columbia Bank June 2002 - August 2003
Columbia Bank December 2000 - June 2002
Skills
Leadership, Management, Risk Management
Education
OBA Operations School, Salem 2007 — 2008
Bank Operations
Palomar College 1990 — 1992
none, General Studies
William Dunlap, CPA's Torrey Pines Bank Experience July 2007 - September 2009
Job Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
McGladrey October 2014 - April 2015
McGladrey October 2012 - September 2014
McGladrey & Pullen November 2010 - September 2012
Torrey Pines Bank July 2007 - September 2009
Education
San Diego State University-California State University 2009 — 2010
Master of Science, Accounting
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Finance
McGladrey May 2015 - Present
McGladrey October 2014 - April 2015
McGladrey October 2012 - September 2014
McGladrey & Pullen November 2010 - September 2012
Torrey Pines Bank July 2007 - September 2009
Education
San Diego State University-California State University 2009 — 2010
Master of Science, Accounting
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Finance
Susan 'Sue' Brown's Torrey Pines Bank Experience September 2010 - Present
Job SVP Credit Risk Management at Rabobank
Industry Banking
Experience
Torrey Pines Bank September 2010 - Present
Rabobank January 2007 - August 2010
Community National Bank January 2006 - November 2006
Rabobank January 2003 - December 2005
Price & Brown, Inc. 1993 - 2002
First National Bank 1984 - 1993
Skills
Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Credit Risk, Financial Risk, Small Business Lending, Commercial Lending, Banking
Education
University of Oregon 1978 — 1980
MBA, Business
UCLA 1972 — 1975
BA, History
Torrey Pines Bank September 2010 - Present
Rabobank January 2007 - August 2010
Community National Bank January 2006 - November 2006
Rabobank January 2003 - December 2005
Price & Brown, Inc. 1993 - 2002
First National Bank 1984 - 1993
Skills
Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Credit Risk, Financial Risk, Small Business Lending, Commercial Lending, Banking
Education
University of Oregon 1978 — 1980
MBA, Business
UCLA 1972 — 1975
BA, History
Daniel Mead's Torrey Pines Bank Experience June 2011 - February 2015
Job Business Banking at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
Mead Enterprises 2011 - Present
Torrey Pines Bank June 2011 - February 2015
Skills
Credit Analysis, Credit, Loans, Underwriting, Commercial Banking, Banking, Finance, Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Real Estate, Due Diligence, Microsoft Excel, Financial Reporting, Real Estate Economics, Small Business Lending
Education
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
First Republic Bank February 2015 - Present
Mead Enterprises 2011 - Present
Torrey Pines Bank June 2011 - February 2015
Skills
Credit Analysis, Credit, Loans, Underwriting, Commercial Banking, Banking, Finance, Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Real Estate, Due Diligence, Microsoft Excel, Financial Reporting, Real Estate Economics, Small Business Lending
Education
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Katie Timinskas's Torrey Pines Bank Experience April 2015 - Present
Job VP/Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank April 2015 - Present
Valley Bank of Nevada April 2013 - April 2015
Bank of Nevada February 2008 - April 2013
R&R Partners 1996 - 1997
Skills
Credit Analysis, Commercial Lending, Credit, Small Business Lending, Loans, Commercial Banking, SBA, Lines Of Credit, Banking, Credit Risk, Asset Based Lending, Financial Analysis, Underwriting, Commercial Mortgages, Cash Management, Construction Loans, Portfolio Management, Loan Origination, Financial Modeling, Cash Flow, Risk Management, Investments
Education
University of Nevada Las Vegas Lee Business School 1991 — 1997
BS/BA, Accounting
Ed W. Clark High School, Las Vegas, Nevada 1988 — 1991
High School
Canadian Academy 1986 — 1987
Torrey Pines Bank April 2015 - Present
Valley Bank of Nevada April 2013 - April 2015
Bank of Nevada February 2008 - April 2013
R&R Partners 1996 - 1997
Skills
Credit Analysis, Commercial Lending, Credit, Small Business Lending, Loans, Commercial Banking, SBA, Lines Of Credit, Banking, Credit Risk, Asset Based Lending, Financial Analysis, Underwriting, Commercial Mortgages, Cash Management, Construction Loans, Portfolio Management, Loan Origination, Financial Modeling, Cash Flow, Risk Management, Investments
Education
University of Nevada Las Vegas Lee Business School 1991 — 1997
BS/BA, Accounting
Ed W. Clark High School, Las Vegas, Nevada 1988 — 1991
High School
Canadian Academy 1986 — 1987
Kathy Keith's Torrey Pines Bank Experience October 2003 - May 2005
Job Certified Notary Signing Agent/Mobile Notary Self Employed at K.L. Keith's Mobile Notary
Industry Real Estate
Experience
K.L. Keith's Mobile Notary/Certified Notary Signing Agent May 2012 - Present
Torrey Pines Bank October 2003 - May 2005
U.S. Bank July 2001 - November 2003
Salomon Smith Barney July 1998 - July 2001
Peninsula Bank of San Diego June 1981 - July 1998
Skills
Have served 15 years as...
Education
Mesa Community College San DIego, CA.
Associate of Arts (A.A.)
University of Phoenix
Finance and Financial Management Services, 4.0
K.L. Keith's Mobile Notary/Certified Notary Signing Agent May 2012 - Present
Torrey Pines Bank October 2003 - May 2005
U.S. Bank July 2001 - November 2003
Salomon Smith Barney July 1998 - July 2001
Peninsula Bank of San Diego June 1981 - July 1998
Skills
Have served 15 years as...
Education
Mesa Community College San DIego, CA.
Associate of Arts (A.A.)
University of Phoenix
Finance and Financial Management Services, 4.0
Rosemary Von Kluegl's Torrey Pines Bank Experience September 2004 - Present
Job Consumer Loan Manager/Compliance Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank September 2004 - Present
San Diego County Credit Union September 2001 - September 2004
California Bank & Trust May 1982 - September 2001
Skills
Loans, Credit, Banking, Compliance, Excel, Word, PowerPoint, Credit Analysis
Education
Grossmont College 1986 — 1995
Certificate, Banking & Finance
Marian Cental Catholic H.S.
Diploma, General
Torrey Pines Bank September 2004 - Present
San Diego County Credit Union September 2001 - September 2004
California Bank & Trust May 1982 - September 2001
Skills
Loans, Credit, Banking, Compliance, Excel, Word, PowerPoint, Credit Analysis
Education
Grossmont College 1986 — 1995
Certificate, Banking & Finance
Marian Cental Catholic H.S.
Diploma, General
Alan Aikawa's Torrey Pines Bank Experience March 2012 - Present
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
David Dayag's Torrey Pines Bank Experience June 2007 - March 2013
Job Systems Admin
Industry Computer Networking
Experience
Berkshire Hathaway HomeServices California Properties July 2014 - Present
QuestPoint LLC July 2013 - July 2014
Torrey Pines Bank June 2007 - March 2013
Skills
Access, Banking, Customer Service, Loans, Microsoft Excel, Microsoft Office, Project Management, Active Directory, Financial Analysis, HTML
Education
Coleman College 2001 — 2003
Computer Applications and Networks
Berkshire Hathaway HomeServices California Properties July 2014 - Present
QuestPoint LLC July 2013 - July 2014
Torrey Pines Bank June 2007 - March 2013
Skills
Access, Banking, Customer Service, Loans, Microsoft Excel, Microsoft Office, Project Management, Active Directory, Financial Analysis, HTML
Education
Coleman College 2001 — 2003
Computer Applications and Networks
Cheryl Pecora's Torrey Pines Bank Experience February 2007 - June 2007
Job Payroll Coordinator at Bridgepoint Education
Industry Education Management
Experience
Intuit November 2011 - Present
AMN Healthcare May 2011 - August 2011
Hidden Valley Moving & Storage August 2007 - February 2009
Torrey Pines Bank February 2007 - June 2007
Sears and Roebuck January 1998 - January 2005
Skills
Microsoft Word, Employee Relations, Applicant Tracking..., Microsoft Excel, Process Improvement, Payroll, Team Building, Outlook, Leadership Development, Human Resources, Teaching
Education
Chapman University 2001 — 2001
Certificate, Professional Human Resource Management
Maric College
Certificate, Medical Assisting
Intuit November 2011 - Present
AMN Healthcare May 2011 - August 2011
Hidden Valley Moving & Storage August 2007 - February 2009
Torrey Pines Bank February 2007 - June 2007
Sears and Roebuck January 1998 - January 2005
Skills
Microsoft Word, Employee Relations, Applicant Tracking..., Microsoft Excel, Process Improvement, Payroll, Team Building, Outlook, Leadership Development, Human Resources, Teaching
Education
Chapman University 2001 — 2001
Certificate, Professional Human Resource Management
Maric College
Certificate, Medical Assisting
Andrew Schwarz's Torrey Pines Bank Experience March 2013 - Present
Job VP Loan Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank March 2013 - Present
San Diego County Credit Union May 2010 - August 2012
San Diego National Bank December 2003 - April 2010
Skills
Loans, Credit, Banking, Real Estate, Underwriting, Credit Risk, Compliance, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Loan Origination, Financial Analysis, Commercial Lending, Commercial Banking
Education
University of San Diego 2002 — 2003
MBA, Real Estate
Villanova University 1995 — 1999
BA, Philosophy
Torrey Pines Bank March 2013 - Present
San Diego County Credit Union May 2010 - August 2012
San Diego National Bank December 2003 - April 2010
Skills
Loans, Credit, Banking, Real Estate, Underwriting, Credit Risk, Compliance, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Loan Origination, Financial Analysis, Commercial Lending, Commercial Banking
Education
University of San Diego 2002 — 2003
MBA, Real Estate
Villanova University 1995 — 1999
BA, Philosophy
Darrin Nelson's Torrey Pines Bank Experience September 2015 - Present
Job Assistant Branch Manager, Kearney Mesa Branch U.S. Bank
Industry Banking
Experience
Torrey Pines Bank September 2015 - Present
U.S. Bank August 2014 - September 2015
U.S. Bank May 2010 - August 2014
Bank of America February 2008 - March 2010
Skills
Management, Sales, Leadership, Training, Diplomacy, Team Motivation, Sales Motivation, Supervisory Skills, Strategic Leadership, Executive Coaching, Sales Management, Communication, Strategic Negotiations, Inspirer, Networking
Education
College of Southern Nevada
Associate of Arts (A.A.), Business Administration and Management, General
Victor Valley College
Torrey Pines Bank September 2015 - Present
U.S. Bank August 2014 - September 2015
U.S. Bank May 2010 - August 2014
Bank of America February 2008 - March 2010
Skills
Management, Sales, Leadership, Training, Diplomacy, Team Motivation, Sales Motivation, Supervisory Skills, Strategic Leadership, Executive Coaching, Sales Management, Communication, Strategic Negotiations, Inspirer, Networking
Education
College of Southern Nevada
Associate of Arts (A.A.), Business Administration and Management, General
Victor Valley College