Tri-Valley Bank
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Tri-Valley Bank Employees
Umpqua Bank July 2013 - Present
Mechanics Bank March 2012 - July 2013
Tri-Valley Bank August 2005 - March 2012
Comerica Bank July 2004 - September 2007
InterWest Insurance Services September 1994 - September 1996
State Compensation Insurance Fund September 1976 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
New England College 2012 — 2014
Masters in Forensic Accounting, Accounting, GPA 3.75
California State University Hayward 2002 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.88 Magna Cum Laude
Miller, Shearer, Lashier & Co PC CPA May 2015 - Present
Tri-Valley Bank May 2013 - August 2013
Hy-Vee December 2006 - August 2012
Buena Vista University Sports Information September 2011 - May 2012
Skills
Accounting, Banking, People Skills, Technical Skills, Decision Making
Education
Buena Vista University 2011 — 2014
Bachelor of Arts (BA), Accounting, Senior
Wells Fargo February 2014 - Present
Community Bank of the Bay May 2012 - February 2014
Tri-Valley Bank March 2011 - June 2012
Vavrinek, Trine, Day & Co., LLP May 2010 - March 2011
PMB Helin Donovan January 2010 - April 2010
KPMG Audit September 2008 - April 2009
Solectron June 2007 - September 2007
Demaray's Gymnastics May 2000 - April 2007
Skills
GAAP, SOX 404, FAS 5, SOP 97-2, OMB Circular A-133, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Accounting, Financial Reporting, Financial Analysis, Community Banking, Internal Audit, CPA, QuickBooks, Balance, Cash Management, Analysis, SEC Filings
Education
California State University-East Bay 2009 — 2012
MBA, IT Management
California State University-East Bay 2006 — 2008
BS, Business Administration with concentrations in Accounting, Finance, and Corporate Management
Ohlone College 2004 — 2006
AA, Business Administration, Honors
Newark memorial
First Bank December 2010 - Present
SF Commerce Bank November 2007 - November 2008
Tri-Valley Bank June 2005 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Commercial Lending, Credit
Education
San Diego State University-California State University 1979 — 1982
Bachelor of Science (B.S.), Business - Finance
California Polytechnic State University-San Luis Obispo 1977 — 1978
Tri-Valley Bank March 2011 - Present
Skills
Credit, Banking, Small Business Lending, Loans, New Business Development, Small Business, Mortgage Lending, Portfolio Management
Education
University of San Francisco 2003 — 2005
Masters, Organizational Development
Bishop Ranch Veterinary Center October 2000 - Present
UC Davis August 2011 - Present
Tri-Valley Bank February 2011 - Present
Iowa State University Alumni Association August 2008 - July 2013
Zooza October 2012 - March 2013
Norris Canyon Veterinary Medical Center December 1989 - September 2000
Skills
Business Operations, Entrepreneurship, Surgery, Medicine, Public Speaking, Data Analysis, Data Mining
Education
Iowa State University 1984 — 1987
DVM, Veterinary Medicine
Tri-Valley Bank May 2005 - Present
Olivina, LLC 1978 - Present
Juvenile Diabetes Research Foundation 2006 - 2012
Hope Hospice 2007 - 2010
California Olive Oil Council 2005 - 2010
PLCS 2003 - 2010
Rotary Club of Livermore Valley 2005 - 2009
Bank of the West June 1984 - May 2005
Skills
Banking, Finance, Public Speaking, Marketing Strategy, Marketing, Event Management, New Business Development, Customer Service, Sales, Business Development, Fundraising, Public Relations, Microsoft Office, Team Leadership, Business Strategy, CRM, Commercial Lending, Contract Negotiation, Leadership, Management, Marketing Communications, Negotiation, Nonprofits, Program Management
Education
California Polytechnic State University-San Luis Obispo 1980 — 1982
Business, Finance, Agriculural Business
San Jouquin Delta College 1978 — 1980
ACCESSbank December 2013 - Present
Tri Valley Bank May 2012 - December 2013
Lindsay Corporation May 2011 - August 2011
State Farm Insurance; Kyle Emsick's Agency April 2010 - December 2010
Kinyoun Farms January 1999 - July 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Banking, Outlook, Customer Service, Sales, Financial Reporting, New Business Development, Marketing, Leadership, Marketing Strategy, Data Analysis, Microsoft Word, Credit, Strategic Planning, Analysis, Accounting, Finance, Risk Management, Small Business Lending, Loans, Commercial Lending, Underwriting, Credit Analysis
Education
Creighton University 2008 — 2012
Bachelor of Science in Business Administration, Finance (Financial Analysis Track)
Liberty Union High School District 2014 - Present
Self April 2013 - Present
Tri-Valley Bank July 2010 - April 2013
Tyndall Federal Credit Union March 2007 - February 2008
United States Air Force March 2003 - March 2007
Nordstrom August 2000 - February 2003
Skills
Microsoft Excel, Outlook, Customer Service, Banking, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Process Improvement, Accounts Payable, Sales, Strategic Planning
Education
Las Positas College 2010 — 2012
Liberal Arts
Gulf Coast Community College 2007 — 2008
Liberal Arts
FireEye, Inc. May 2014 - Present
Oracle September 2013 - May 2014
Oracle June 2012 - September 2013
Taleo November 2011 - June 2012
Cisco Systems December 2007 - July 2011
City National Bank September 2002 - December 2007
Tri-Valley Bank 2004 - 2005
Zettacom September 2000 - August 2002
Skills
Demand Generation, Salesforce.com, SaaS, Enterprise Software, Marketing Operations, Sales Operations, Go-to-market Strategy, Lead Generation, Marketing Automation, Multi-channel Marketing, Sales, Cloud Computing, Sales Enablement, Strategic Partnerships
Education
UC Berkeley
Tri-Valley Bank June 2010 - Present
Tri-Valley Bank June 2010 - August 2012
Universal Fidelity LP February 2004 - August 2005
Skills
Banking, Customer Service, Accounting, Microsoft Office, Financial Analysis, Credit, Finance, IFRS, GAAP, Outlook, Microsoft Excel, PowerPoint, Sales, New Business Development, Customer Satisfaction, Commercial Banking, Public Speaking, Loans, Microsoft Word, Credit Analysis, Data Analysis, Operations Management, Job Coaching, Interviews, Multi-task & Handle..., Critical Thinking
Education
California State University-Hayward 2008 — 2011
B.S. Business Administration, Accounting/Corporate Management
Los Medanos College 2007 — 2008
Associate's Degree, Liberal Arts & Behavioral Studies
Houston Community College 2006 — 2007
NA, Accounting
University of Houston 2005 — 2006
Business Administration
Mayde Creek High School 2002 — 2005
H.S Diploma, General
Tri Valley Bank 2011 - Present
BBCN Bank (formerly Nara Bank) May 2010 - July 2014
Wells Fargo May 2002 - March 2009
DealerTrack August 2002 - July 2005
Wells Fargo Bank August 1996 - May 2002
Skills
Credit, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Banking, Executive Management, Small Business Lending, Finance, Loans, Commercial Lending, Commercial Banking, Management, Underwriting, Mergers & Acquisitions, Leadership
Education
University of California, Berkeley 1960 — 1965
B.S.Business, Business Administration and Management, General
New Resource Bank May 2015 - Present
Summit Bank October 2013 - May 2015
Tri-Valley Bank January 2013 - June 2013
Heritage Bank of Commerce December 2009 - January 2013
Wells Fargo Bank June 2008 - December 2009
Indymac Bank 2004 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Construction Loans, Loan Origination
Education
University of California, Berkeley
Tri-Valley Bank May 2005 - November 2013
Heritage Bank of Commerce 1997 - 2004
Plaza Bank, U. S. Bank 1988 - 1997
Skills
Commercial Lending, Credit, Commercial Banking, Loans, New Business Development, Asset Based Lending, Portfolio Management
Education
San Jose State University 1980 — 1993
Bachelors, Business Admin/Finance/Economics
Cal Poly San Luis Obispo
US Immigrant Investment Center (USIICenter) September 2011 - Present
IBWI - International Business Women of Impact March 2014 - Present
Tri-Valley Bank February 2014 - Present
Clinton Global Initiative 2012 - 2015
Coldwell Banker Commercial Bay September 2008 - September 2011
Skills
Real Estate, Commercial Real Estate, Investments, Brokerage, Real Estate Economics, Investment Properties, Real Estate Transactions, Investors, Real Estate Financing, Real Estate Development, Corporate Real Estate, Disposition, Location Intelligence, International Real..., Strategic Investment, CCIM, Member of IREM, Private Banking, Property Management, Commercial property..., Highest and best use..., Real estate joint..., EB5 direct, EB5 programs through...
Education
Institute of Real Estate Management ( IREM) 2014 — 2015
Certified Property Manager - CPM, Real Property Managment
International University of Nature, Society and Man "Dubna" 2013 — 2014
Doctor of Philosophy (Ph.D.), International Business
CCIM Institute 2003 — 2004
Certified Commercial Investment Member _ CCIM, Real Estate Management and Analysis
CSU - 1996 — 1998
Masters of Science, Business Administration
Tri-Valley Bank 2011 - Present
DePaul University 2011 - Present
Alta Alliance Bank 2006 - 2010
Grisham Group Executive Search 2002 - 2006
Korn/Ferry International 2001 - 2002
Civic Bank of Commerce 1999 - 2001
Wells Fargo 1981 - 1999
Skills
Fundraising, Start-ups, Business Strategy, Community Outreach, Executive Management, New Business Development, Leadership Development, Business Development, Entrepreneurship, Portfolio Management, Credit, Financial Analysis, Finance, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Mortgage Lending, Asset Based Lending, Financial Structuring, Funding, Private Equity, Loans, Financial Services, Mortgage Banking, Mergers & Acquisitions, Restructuring, Strategic Financial..., Financial Risk, Professional Mentoring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1973
Master of Business Administration (M.B.A.), Finance
DePaul University 1965 — 1970
Bachelor's degree, Management