United American Bank
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United American Bank Employees
First National Bank of Northern California May 2012 - Present
United American Bank January 2011 - May 2012
Boston Private Bank June 1994 - December 2010
California Commerce Bank June 1986 - June 1994
Bank of the West March 1978 - June 1985
United California Bank June 1970 - February 1978
Skills
Banking, Mortgage Lending, Commercial Lending, Real Estate, Construction Loans, Small Business Lending, Business Development
Education
University of Washington 1965 — 1969
Master's Degree, Pacific Coast School of Banking
University of Wyoming 1965 — 1969
Bachelor's degree, Business Administration and Management, General
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union Bank April 2015 - Present
Abode Services October 2014 - April 2015
United American Bank May 2011 - July 2014
Neighborhood Housing Services Silicon Valley February 2009 - April 2011
Palo Alto Housing Corporation January 2007 - November 2008
Palo Alto Housing Corporation April 2003 - January 2007
Union Bank of California October 2002 - March 2003
BaySpec, Inc January 2001 - September 2002
Skills
Human Resources, New Hire Orientations, Community Outreach, Employee Benefits, Onboarding, Interviews, Administrative..., Office Management, Office Administration, Administrative..., Payroll, Executive Calendar..., Minute Taking, Transcription, Logistics, Travel Arrangements, Supply Ordering, Executive Correspondence, Budgets, Invoicing, Customer Service, Sales, Administration, Time Management
Education
John F. Kennedy University 1996 — 2000
Master of Arts, Organizational Psychology
California State University-Sacramento 1990 — 1992
Bachelor of Arts, Psychology
De Anza Junior College 1988 — 1990
Associate of Arts, Liberal Studies
Options Medical 2009 - January 2013
United American Bank June 1978 - June 1981
Skills
Non-profits, Volunteer Management, Fundraising, Grant Writing
Education
East Carolina University
B.S. Degree, Social Studies Secondary Education
Union Bank November 2012 - Present
United American Bank August 2010 - September 2012
First Republic Bank 1999 - 2009
Redwood Empire Bancorp 1995 - 1999
Office of Thrift Supervision (OTS) 1988 - 1995
Skills
Financial Risk, Auditing, Program Management, Training, Credit, Loans, Banking Law, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Bank Secrecy Act, AML, Risk Management, Internal Controls, Anti Money Laundering, Financial Services
Education
Association of Certified Anti-Money Laundering Specialists 2015 — 2015
Certified Anti-Money Laundering Specialist (CAMS)
San Francisco State University
BS, Accounting
Florida Community Bank March 2015 - Present
Fifth Third Bank June 2011 - January 2015
M&I Bank July 2008 - February 2011
Colonial Bank February 1998 - July 2008
United American Bank February 1993 - February 1998
First Florida Bank October 1991 - February 1993
Southeast Bank January 1990 - October 1991
Skills
Loans, SBA, Commercial Banking, Commercial Lending, Credit Analysis, Due Diligence, Credit, Small Business Lending, Investments, Commercial Real Estate, Underwriting, Consumer Lending, Retail Banking, Banking, Construction Loans, Portfolio Management, Private Banking, Treasury Management, Asset Based Lending, Lines Of Credit, Mergers & Acquisitions, Commercial Mortgages, Wealth Management, Financial Analysis, Credit Risk, Mortgage Banking, Risk Management, Real Estate, Relationship Management, Real Estate Financing, Cross Selling, Loan Origination, Valuation, Cash Management, Mortgage Lending, Asset Management, Middle Market
Education
University of Florida - Warrington College Of Business 1985 — 1989
BS, Finance
American Trust & Savings Bank November 2013 - Present
United American Bank November 2013 - Present
Target August 2010 - November 2013
Quad/Graphics May 2010 - August 2010
Arby's Restaurant Group, Inc. October 2007 - April 2010
Skills
Adobe Creative Suite, Adobe Creative Cloud, Graphic Design, Illustrator, Photoshop, Dreamweaver, InDesign, Premiere Pro, PowerPoint, Marketing, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Prezi, Digital Marketing, Constant Contact, Google Analytics, HTML5, CSS
Education
University of Dubuque 2009 — 2013
Bachelor's Degree, Computer Graphics/Interactive Media
Dubuque Senior High School 2005 — 2009
High school diploma, General Studies
United American Bank June 2015 - Present
Boston Private Bank & Trust Company July 2004 - June 2015
Greater Bay Bank September 1999 - August 2004
California Bank & Trust October 1998 - September 1999
Bank of America April 1990 - October 1998
Skills
Commercial Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Retail Banking, Financial Analysis, Budgets, Asset Based Lending, Lines Of Credit, Construction Loans, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Finance, Refinance, Private Banking, Consumer Lending, Risk Management, Loan Origination, Investments, Treasury Management, Relationship Management, Financial Services, Cross Selling, Wealth Management
Education
Pacific Coast Banking School (PCBS) 2011 — 2013
San Francisco State University 1988 — 1992
Bachelor's of Science, Finance, Banking & Real Estate Finance
United American Bank May 2003 - Present
Skills
Commercial Banking, Commercial Lending, Credit, Customer Service, Loans, Small Business Lending, Retail Banking, Credit Analysis, Financial Analysis
Education
Cañada College 1968 — 1970
Business Administration, Management and Operations
United American Bank 2003 - Present
Nancy Bush Design 2011 - Present
Karr & Associates 2000 - 2003
Studio B 1996 - 2000
Karr & Associates 1984 - 1992
Skills
Web Design, Banking, Wordpress, Marketing, Entrepreneurship, Lines Of Credit, Small Business Lending, Strategic Planning, Start-ups, SEO, Graphic Design, Commercial Banking, Commercial Lending, Business Development
Education
Art Institute of Fort Lauderdale
University of Wisconsin-Madison
Redwood Trust, Inc. March 2015 - Present
University of San Francisco August 2013 - December 2014
United American Bank June 2014 - August 2014
University of San Francisco February 2014 - May 2014
Union Bank May 2013 - August 2013
Lucile Packard Children's Hospital July 2012 - September 2012
ZICO Beverages, LLC February 2012 - August 2012
University of San Francisco January 2011 - May 2011
Skills
Marketing Research, Brand Management, PowerPoint, Marketing, Microsoft Excel, Data Analysis, Benchmarking, Regression Analysis, Pro Forma Development, Dashboard Metrics, Strategic Planning, Market Research, Leadership, Financial Analysis, Statistics, Spanish
Education
University of San Francisco 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
Pacific Valley Bank May 2015 - Present
Pacific Marine & Industrial January 2011 - December 2014
United American Bank 2005 - 2006
CA Dept. of Insurance 2002 - 2005
Union Bank 2000 - 2002
Education
University of California, Irvine 2006 — 2008
Master of Business Administration (MBA)
University of California, Davis 1996 — 2000
Bachelor of Science (BS)
Independent Bank, Memphis TN February 2000 - Present
Bank of America 1995 - 2000
Boatmen's Bank of Tennessee 1990 - 1995
United American Bank 1987 - 1990
Skills
Customer Service, Financial Analysis, Consumer Lending, Budgets, Credit Risk, Underwriting, Portfolio Management, Sales Management, Mortgage Lending, Leadership, Finance, Credit Analysis, Sales, Investments, Loan Origination, Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Insurance, Strategic Planning, Risk Management, Treasury Management
Education
The University of Memphis 1986 — 1990
Christian Brothers High School 1982 — 1986
United American Bank September 2006 - Present
PACIFIC NATIONAL BANK February 1989 - May 1995
Education
City College of San Francisco
First Republic Bank April 2012 - Present
United American Bank June 2006 - March 2012
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
BS, Business
Retired January 2011 - Present
Holloway & Associates, Inc May 1999 - December 2010
Cadence Bank July 1995 - May 1999
Unisys June 1994 - June 1995
United American Bank August 1990 - June 1994
First Tennessee Bank September 1978 - June 1989
Commerce Union Bank September 1977 - August 1978
First Tennessee Bank April 1970 - August 1977
Delta Air Lines August 1967 - June 1968
Education
The University of Memphis 1968 — 1977
BA, Economics
University of Tennessee-Knoxville 1963 — 1966
Castle Heights Military Academy 1955 — 1963
Independent August 2014 - Present
US Bank July 2013 - July 2014
Montage Capital November 2005 - February 2013
United American Bank September 2005 - August 2008
Legacy Bank June 2003 - August 2005
Sand Hill Capital June 1997 - June 2002
Bank of the West November 1994 - May 1997
Silicon Valley Bank September 1989 - October 1994
Education
San Jose State University
iSol Group, Inc. October 2007 - Present
Countrywide Bank FSB June 2006 - October 2007
Fidelity Information Services, Inc June 2004 - June 2006
Fiserv, Inc October 2001 - June 2004
Fidelity Information Services, Inc May 2000 - October 2001
Kirchman Corporation August 1998 - May 2000
Santana and Associates March 1997 - August 1998
Wachovia Bank July 1994 - March 1997
United American Bank April 1993 - June 1994
NationsBank June 1986 - April 1993
Skills
Integration, Small Business, Software Development, Business Process, Management Consulting, Requirements Analysis, Customer Relations, Software Implementation, Business Requirements, Functional..., Requirements Gathering, Business Analysis, Software Project..., MS Project, Project Planning, PMP, Project Implementation, SDLC, Process Improvement, Business Process..., User Acceptance Testing, Testing, Team Leadership, Quality Assurance, Management, Databases, Banking, PMO, Customer Service
Education
Seminole State College of Florida 2009 — 2009
PMP, Project Management
School Of Business and
BS, Accounting
University of Houston
MBA, Finance
Cumberland Diamond Exchange December 1984 - Present
United American Bank July 1975 - May 1983
Skills
Diamonds, Jewelry, Merchandising, Retail, Gemology, Gems, Customer Service, Jewelry Design, Team Building, Watches, Luxury Goods, Sales Management, Social Media Marketing, Training, Human Resources, Store Management, Fashion, Visual Merchandising, Sales, Employee Relations, Hiring, Loss Prevention, Wholesale, Customer Satisfaction, Inventory Management, Sourcing, Recruiting, Profit, Interviews, Inventory Control, Leadership, Succession Planning, Time Management
Education
Gemological Institute of America 1988 — 1991
Graduate Gemologist, Gemology
Studied at University of Tennessee/Chattanooga 1975 — 1978
Accounting
Lakeview Ft Oglethorpe 1970 — 1974
American Institute of Banking
Accounting
Warmboard, Inc. August 2012 - Present
The Villages GCC June 2011 - August 2012
Comerica Bank May 2009 - June 2011
United American Bank January 2008 - December 2008
Skills
Leadership, Sales, Portfolio Management, Financial Analysis, Project Management, Strategy, Finance, Banking, Customer Service, CRM, Credit Analysis, Relationship Management, Auditing, Strategic Planning, New Business Development, Public Speaking, Credit, B2B, Construction Management
Education
San Jose State University
Bachelor of Science
Kaiser Permanente IT August 2012 - Present
Proteus Digital Health, Inc 2015 - 2015
Proteus Digital Health, Inc 2015 - 2015
Kaiser Permanente August 2011 - August 2012
United American Bank January 2010 - July 2011
Skills
Agile Methodologies, Scrum, SDLC, Release Management, Testing, Software Development, Java, Software Project..., Requirements Analysis, Process Improvement, Linux, SOA, Java Enterprise Edition, Quality Assurance, Test Automation, Integration
Education
Bakersfield College 1995 — 1998
R.B. Holdings, LLC 2006 - Present
FirstBank January 2015 - April 2015
Southern Bancorp September 2007 - January 2015
Bank of Bartlett 2004 - 2006
Trustmark National Bank 1997 - 2004
United American Bank 1990 - 1997
Trustmark National Bank 1985 - 1989
First South Production Credit Association 1981 - 1985
Skills
Loans, Business Development, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Real Estate, Underwriting, Commercial Banking, Commercial Mortgages, Real Estate, Management, Credit Analysis, Mergers & Acquisitions, Real Estate Economics, Strategic Planning, Credit, Banking, Mortgage Lending, Finance, Risk Management, Asset Based Lending, Budgets, Lines Of Credit, Customer Service, Loan Origination, Asset Management, Real Estate Financing, Credit Risk, Investments, Relationship Management, Treasury Management, Cash Management, Retail Banking, Small Business Lending, Small Business, Executive Management, Financial Structuring, Funding, New Business Development, Financial Modeling, Disposition, Customer Relations, Mergers
Education
CCIM Institue, Chicago, IL 2005 — 2012
CCIM Designation, Commercial Investment Real Estate
Louisiana State University and Agricultural and Mechanical College 1996 — 1998
Graduate, Graduate School of Banking
Mississippi College 1985 — 1988
MBA, General Business
Mississippi State University - College of Business and Industry 1976 — 1981
Bachelor of Business Administration (B.B.A.), Banking Finance Real Estate
United American Bank October 2006 - Present
Cupertino National Bank October 1995 - October 2006
Education
Santa Clara University 1972 — 1976
Bachelor, Business
United American Bank April 2005 - Present
Bank of the Orient 2004 - 2006
Skills
Small Business Lending, Project Management, Loans, Commercial Lending, Real Estate, Commercial Mortgages, Risk Management, Lines Of Credit, Asset Based Lending, Mortgage Lending, Loan Origination, Commercial Banking, Portfolio Management, Banking, Underwriting, Retail Banking, Credit
Education
City College of San Francisco 1982 — 1984
No, General Studies
United American Bank November 2002 - Present
san mateo county health dept December 1984 - April 2004
Skills
Banking, Government, Portfolio Management, Public Speaking, Commercial Lending, Strategic Planning, Community Outreach, Non-profits, Public Policy, Start-ups, Retirement Planning, Loans, Commercial Banking, Credit, Nonprofits, Risk Management, Loan Origination, Small Business Lending, Financial Analysis, Mortgage Lending, Credit Analysis, Real Estate, Executive Management, Small Business
Education
Santa Clara University
BA, MA,MBA
Self Senior Vice PresidentSan Francisco Founders Group, LLC dba First National Commerce Bank
United American Bank 2009 - 2015
United American Bank 2009 - 2015
Summit Bank September 2007 - September 2008
Skills
Commercial Lending, Loans, Credit Analysis, Bank Management, Bonds, Commercial Banking, MBS, Small Business Lending, Credit Cards, Commercial Mortgages, Capital Management, Investments, Credit, Portfolio Management, Banking, Cash Management, Financial Analysis, Loan Origination, Credit Risk, Treasury Management, Consumer Lending, Mortgage Lending, Financial Risk, Finance, Asset Based Lending, Retail Banking, Financial Structuring, Mortgage Banking, Refinance, Underwriting, Financial Services, Relationship Management, Risk Management, Structured Finance, Residential Mortgages, Funding, Private Banking, Construction Loans, Investment Banking, Corporate Finance, Strategic Financial..., Cross Selling, Mergers & Acquisitions, FHA, Real Estate Financing
Education
University of California, Berkeley
B.S., Finance
NRG Energy January 2015 - Present
New Resource Bank June 2012 - December 2014
New Resource Bank April 2011 - June 2012
United American Bank August 2008 - April 2011
Dezyne, Inc 2003 - 2004
Skills
True Team Player, Commercial Lending, Credit, Loans, Commercial Banking, Banking
Education
San Jose State University 2005 — 2006
BS, Finance
5 Ojo Inn, Bed and Breakfast November 2014 - Present
Bank of America 2010 - November 2014
Citi 2003 - 2009
Citi 2002 - 2003
Citigroup 2001 - 2002
Citigroup 1999 - 2001
CarFinance America 1997 - 1999
United American Bank 1994 - 1997
Federal Reserve Bank of St. Louis 1988 - 1994
Skills
Process Improvement, Budgeting, Metrics, Deadline Management, Compliance, PMO, Program Management, Change Management, Risk Management, Banking, Vendor Management, Mentoring, Six Sigma, Loans, Business Analysis, Project Management, Project Coordination, Operations Management, Commercial Banking, Portfolio Management, Leadership, Business Process..., Financial Services, Budgets, Management, Business Process, Finance, Analysis
Education
Barrett School of Banking 1990 — 1992
Certificate
The University of Memphis 1985 — 1987
MBA
The University of Memphis 1979 — 1985
BS
united american bank June 2003 - Present
Skills
Mortgage Banking, Consumer Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Retail Banking, Lines Of Credit, Loans, Small Business Lending, Banking, Credit, Underwriting, Board of Director..., Loan Origination, Asset Management, Series 7, Securities, Credit Risk, Asset Based Lending, Mergers & Acquisitions, Cash Flow, Residential Mortgages, Financial Institutions, Strategic Financial..., Board of Directors, Retirement Planning, Relationship Management, Executive Management, FHA, Investment Banking, Small Business, Wealth Management, Finance, Real Estate Economics, Refinance, Treasury Management, Investment Advisory, Private Banking, Due Diligence, Cash Management, Investment Properties, SBA, Financial Analysis, Capital Markets, Risk Management, Venture Capital, Financial Risk, Investments, Financial Modeling, Insurance
Education
Golden Gate University
MBA
Santa Clara University
Bachelor's Degree
First Green Bank October 2012 - Present
First Southern Bank April 1999 - October 2012
United American Bank October 1996 - June 1998
SunTrust September 1977 - October 1996
Skills
Small Business Lending, Financial Analysis, Loans, Banking, Commercial Banking, Credit, Commercial Mortgages, Asset Based Lending, Portfolio Management, Credit Risk, Construction Loans, Risk Management, Commercial Lending, Credit Analysis, Retail Banking, Underwriting, Commercial Real Estate, Valuation, Due Diligence, Real Estate Financing, Mergers & Acquisitions, Real Estate, Consumer Lending, Mortgage Lending, Lines Of Credit, Treasury Management, Asset Management, Real Estate Economics
Education
University of Central Florida 1973 — 1977
BS, Accounting
Georgia Institute of Technology August 2006 - Present
Kennesaw State University August 2001 - May 2006
United American Bank August 1999 - December 2000
Education
Universidad de Salamanca 2004 — 2005
Master, Spanish and Culture
Universidad Regiomontana, A.C. 1978 — 1984
Licenciada CCS, Relaciones Humanas
Hayward Unified School District November 2014 - Present
University of San Francisco January 2014 - Present
Valley Community Bank August 2012 - November 2013
United American Bank August 2003 - August 2012
Silicon Valley Bank September 2000 - August 2003
Greater Bay Bank N.A. 1998 - 2000
Skills
Loans, Credit, Commercial Banking, Banking, Commercial Lending, Lines Of Credit, Consumer Lending, Small Business Lending, Financial Analysis, Portfolio Management, Underwriting, Training, Loan Servicing, Financial Institutions, Commercial Mortgages, Loan Origination, Construction Loans, Business Analysis, Microsoft Excel, Microsoft Word, Management, Finance
Education
University San Francisco 2014 — 2015
In process, Business Administration and Management, General
Chabot College
United American Bank May 2008 - Present
Skills
Banca, Servicio de atención al...
Education
Universidad Sergio Arboleda 2004 — 2005
Management of Natural Resources, Environment Disaster Prevention
Pontificia Universidad Javeriana 1997 — 2003
Veterinary & Agricultural Microbiology