Vineyard Bank
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Vineyard Bank Employees
Bankers Fidelity Capital Advisors March 2013 - Present
Citizens Business Bank March 2009 - June 2011
Vineyard Bank June 2006 - March 2009
Skills
Finance, Loans, Mergers & Acquisitions, Mortgage Lending, Real Estate, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management
Education
University of California, Los Angeles 1967 — 1970
Bachelor of Arts (BA), History
California State University Los Angeles 1966 — 1967
Tarbell Realtors 2013 - Present
Vineyard Bank 2007 - 2009
East West Bank 2002 - 2007
Southland Credit Union 2000 - 2002
Wells Fargo 1998 - 2000
Skills
Short Sales, Sellers, First Time Home Buyers, Listings, Relocation, REO, New Home Sales, Single Family Homes, Real Estate, Foreclosures, Buyer Representation, Condos, Credit, Loans, Real Estate Transactions, Commercial Real Estate, Residential Homes, Referrals, Real Estate Financing, Investment Properties, Property, Luxury, Rentals, SFR, Resellers, Property Management, New Homes, Selling, Mortgage Lending, FHA, Real Property, HUD, Townhomes, Buyers, Sales
Education
Cerritos College 1997 — 2001
Associate's degree, Business Administration
Downey High School 1994 — 1997
City National Bank April 2010 - Present
City National Bank 2010 - 2010
Lehman Brothers Bank 2005 - July 2008
Lehman Brothers 2005 - July 2008
Vineyard Bank 2000 - August 2005
Vineyard Bank 2000 - 2005
First American Bank 1990 - 2000
Skills
Banking, Loans
Education
Citrus College
CO-OP Financial Services May 2015 - Present
CO-OP Financial Services October 2009 - Present
Vineyard Bank March 2006 - March 2007
Vineyard Bank March 2006 - March 2007
Skills
Banking, Risk Management, Training, Project Management, Leadership, Customer Service, Strategic Planning, Coaching, Budget, Change Management, Team Building, Microsoft Excel, Budgets, Software Documentation, Project Planning, Customer Satisfaction, Process Improvement, Account Management, Program Management
Education
University of La Verne 2012 — 2015
MS, Leadership & Managment, Organizational Development
California State University-Fullerton
BA, American Studies
CommerceWest Bank July 2012 - April 2013
CommerceWest Bank October 2011 - June 2012
Gilmore Bank May 2009 - February 2010
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Pacific Business Bank March 1998 - December 2001
Skills
Banking, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Management, Cross Selling, Financial Risk, ACH, Retail Banking, Financial Institutions, Training, Branch Banking, Deposits, Small Business Lending, Financial Analysis, Financial Services, Customer Service, Bank Secrecy Act, Escrow Banking, Property Management..., Account Analysis, Product Management, New Business Development, Relationship Management, OFAC, Payments, Sales, KYC, Remote Deposit Capture, Positive Pay, Business Proposals, Lockbox, Leadership
Education
Walnut High School 1991 — 1995
Diploma
Riverside City College
Pre-Nursing Studies
Mission Federal Credit Union July 2014 - Present
Comerica Bank June 2012 - Present
Union Bank April 2010 - December 2011
TAMALPAIS BANK (Acquired by Union Bank 2010) September 2008 - April 2010
Vineyard Bank January 2006 - August 2008
Tamalpais Bank July 2002 - December 2005
BAY VIEW BANK January 2000 - January 2002
Bank of America January 1998 - January 2000
Skills
Commercial Banking, Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Retail Banking, Cash Management, Strategic Planning, Sales Management
Education
San Francisco State University 1998 — 2002
Bachelor of Arts, Organizational Communication
Santa Rosa Junior College 1993 — 1997
Associate of Arts (A.A.)
Address International February 2007 - Present
Vineyard Bank October 2003 - November 2008
County of Los Angeles - Building and Safety Division October 2003 - February 2005
City of Santa Clarita - Building and Safety Division April 2002 - October 2003
Transtech Engineers, Inc. January 1999 - April 2002
A'BAX Building Services March 1994 - January 1999
Skills
Microsoft Office, Adobe Creative Suite, HTML, AutoCAD, IFX Building Inspection, Clickforms Appraisal, RSMeans Costworks, Marshall & Swift, Construction, Construction Management, Commercial Real Estate, Residential Homes, Social Media, Real Estate, Property Management, Customer Service, Management, Project Management, Renovation, Project Estimation, Microsoft Word, Negotiation, Strategic Planning, Investment Properties, Property, Contract Negotiation, Facilities Management, Single Family Homes, Foreclosures, Real Estate Transactions, Budgets, Short Sales, Investors
Education
University of London
Construction Technology
Under Armour March 2014 - Present
Under Armour January 2008 - February 2014
Under Armour April 2006 - January 2008
Vineyard Bank July 2005 - April 2006
Kotz Associates April 2004 - May 2005
Skills
Editing, Marketing, Publications, Publishing, Marketing Strategy, Advertising, Brand Development, Email Marketing, Facebook, Marketing Communications, Social Media Marketing
Education
Boston University 1999 — 2002
BS Communications, Journalism, PR
TCF Bank November 2013 - Present
Burlington Coat Factory December 2010 - May 2014
Vineyard Bank June 2005 - February 2009
Chase Bank October 2004 - March 2005
US Army May 2000 - December 2002
Skills
Problem Solving, Accounting, Payroll, Loss Prevention, Financial Analysis, Data Analysis, Data Entry, Cashiering, Customer Service, High Level Of Accuracy, Direct Sales
Education
Oakland Community College 2010 — 2012
Business Administration / Accounting, 3.6
Chaffey College 2006 — 2007
General Studies
First Citizens Bank August 2010 - April 2015
City National Bank November 2009 - August 2010
Irwin Union Bank June 2008 - November 2009
Vineyard Bank December 2000 - June 2008
Manufacturers Bank October 1997 - December 2000
Southern California Bank 1993 - 1997
Sunwest Bank 1988 - 1993
National Bank of Long Beach 1986 - 1988
Skills
Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Real Estate, Management, Credit, Portfolio Management, Banking, Credit Analysis, Mortgage Lending, Microsoft Office, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Financial Analysis, Risk Management, Real Estate Financing, Commercial Real Estate, Team Leadership, Cross-functional Team..., Loan participations, Loan Sales, Loan Work-outs, Strategic Communications
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1974 — 1977
BA, Accounting
Opus Bank August 2013 - Present
Opus Bank September 2012 - July 2013
Opus Bank December 2010 - September 2012
Irwin Union Bank / Beach Business Bank 2008 - 2010
Vineyard Bank 2006 - 2008
Commercial Capital Bank 2005 - 2006
Bank of America 2001 - 2005
Skills
Credit, Banking, Investments, Cash Management, Microsoft Office, Leadership, Sales, Finance, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Management, Treasury Management, Loans
Education
University of Florida
Bachelors, Economics
Snelling Staffing Services January 2011 - April 2011
Beall Corporation April 2008 - June 2010
Vineyard Bank August 2006 - January 2008
Homefield Financial June 2005 - August 2006
Bulldog Pub September 1997 - June 2005
Education
Mt. San Antonio College 1989 — 1992
None, Communications
KPMG US December 2008 - Present
Vineyard Bank 2005 - 2006
KPMG March 2001 - June 2005
Fleet Capital Corporation January 1998 - January 1999
Sumitomo Bank of California 1994 - 1998
Skills
Accounting, Management, Banking, Financial Services, Strategic Planning, Business Development, Mergers & Acquisitions, Investment Banking, Cash Management, Due Diligence, Restructuring, Sales, Finance, Corporate Finance, Business Strategy, Private Equity, Valuation
Education
University of Bridgeport 1985 — 1986
Business Administration
Loyola Marymount University 1979 — 1983
BA, LIberal Arts
San Gabriel Children's Center December 2010 - Present
Vineyard Bank February 2005 - July 2009
Citizens Business Bank February 2003 - February 2005
Skills
Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Commercial Lending, Customer Service, Credit Analysis, Underwriting, Financial Institutions, Portfolio Management, Cash Management, Risk Management, Organizational..., Real Estate
Education
University California Riverside, Extension 2010 — 2011
Certificate, Human ResourcesManagement Certificate
Chaffey College
General Studies
Banc of California, Inc. (NYSE: BANC) 2010 - December 2014
FDIC February 2009 - December 2010
Vineyard Bank June 2007 - September 2008
Excel National Bank September 2005 - April 2007
Velocity Commercial Capital January 2004 - June 2005
Skills
Credit, Loans, Banking, Due Diligence, Underwriting, Risk Management, Credit Analysis, Mortgage Banking, Mortgage Lending, Financial Analysis, Operational Risk..., AML, Credit Risk, Structured Finance, Fraud, Portfolio Management, Financial Modeling, Banking Law, Corporate Governance, Asset Managment, M&A experience, Operations Management, Change Management, Employee Relations, Compensation & Benefit, Organizational..., Disaster Recovery
Education
Cal Poly Pomona
Master of Business Administration (MBA), Contract Management/Contract Administration
University of La Verne
Bachelor of Arts in Business Administration, Information Technology
American Plus Bank, NA June 2015 - Present
Preferred Bank February 2010 - June 2015
Preferred Bank July 2009 - February 2010
Merchants Bank of California April 2009 - July 2009
Vineyard Bank October 2008 - April 2009
Vineyard Bank July 2007 - September 2008
Federal Deposit Insurance Corporation August 1991 - July 2007
Skills
Financial Analysis, SOX, Financial Reporting, Risk Management, Banking, Accounting, Auditing, Compliance, Loans, Credit, Commercial Banking, Portfolio Management, Risk, Credit Risk, Credit Administration, Commercial Lending, Market Risk, Financial Institutions, Credit Analysis, Risk Assessment, Financial Risk, Team Management, Risk Analysis, Team Leadership
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
GSB, Banking
California State University-San Bernardino 1987 — 1991
Hot Topic Media October 2009 - Present
A Novel Solution May 2007 - Present
American Idol June 2008 - December 2008
Pure Life Travel January 2007 - June 2008
California State University, San Bernardino June 2004 - June 2008
Vineyard Bank June 2002 - June 2004
Education
California State University-San Bernardino - College of Business and Public Administration 2006 — 2008
MBA, Entrepreneurship
California State University-San Bernardino - College of Business and Public Administration 2002 — 2006
BA, Marketing
Big Cat Advertising October 2006 - Present
Vineyard Bank July 2005 - September 2006
Marin Independent Journal - MediaNews Group February 2003 - June 2005
Marin Independent Journal - MediaNews Group October 2000 - January 2003
Marin Independent Journal - Gannett & MediaNews Group June 1993 - September 2000
Long Beach Press Telegram - Knight Ridder 1984 - 1993
California Sate University, Long Beach September 1987 - June 1989
Skills
Newspaper, Social Media, Advertising, Social Media Marketing, Public Relations, Marketing Communications, Copywriting, Online Marketing, Marketing, Advertising Sales, Media Relations, New Business Development, Publishing, Publications, SEO, Newspapers, Entrepreneurship, Management, Newsletters, Event Planning, Sales Management, Digital Media, Journalism, Leadership, Publicity, Editorial, Sales, Strategic Planning, Public Speaking, Press Releases, Social Networking, Email Marketing, Online Advertising, Facebook, Content Strategy, Blogging, New Media, Magazines, Digital Marketing, Marketing Strategy, Strategic Communications, Video, Copy Editing, Content Development, Media Buying, Training, Creative Direction, Direct Mail, Integrated Marketing, Corporate Communications
Education
California State University-Long Beach 1981 — 1983
Bachelor of Arts (B.A.), Journalism-Public Relations Emphasis
SG MIssion
SG MIssion
SG MIssion
Sigma Alpha Epsilon
Sigma Alpha Epsilon
CALCRAFT Corporation / Total ProjeX Corporation April 2008 - Present
TotalProjeX, Corporation April 2008 - Present
CB Richard Ellis August 2006 - April 2008
Vineyard Bank October 2003 - February 2006
Ajilon Finance Solutions March 2003 - November 2003
Jones Lang LaSalle August 2001 - August 2002
Texaco June 1991 - June 1998
Skills
Budgets, Training, Project Management, Management, Access, Project Coordination, Leadership, Process Improvement, Human Resources, Interviews, Microsoft Office, Project Planning
Education
Pierce College 1999 — 2001
AA, Journalism
Los Angeles Pierce College
Associates of Arts Degree
Sunwest Bank November 2009 - Present
Pacific Coast National Bank (Acquired) November 2007 - November 2009
Vineyard Bank 2003 - 2007
Pacific Mercantile Bank 1999 - 2003
Skills
Cash Management, Payments, Banking, Commercial Banking, Credit, Financial Services, Commercial Lending, Credit Analysis, Deposits, Treasury Management, Customer Conversion, Risk Management, Lines Of Credit, Retail Banking
Education
San Diego State University-California State University
Brandman University - Chapman University System April 2015 - Present
Brandman University - Chapman University System October 2012 - March 2015
Advantage Professional April 2011 - May 2012
Magnatek, Inc. 2008 - 2011
Vineyard Bank 2001 - 2004
Hawthorne Savings 1997 - 2001
Skills
Human Resources, Employee Relations, Organizational..., Customer Service, Strategic Planning, Microsoft Office, Talent Management, Project Management, Operational Support, Executive Support, Internal Communications, Recruiting, Talent Acquisition, Applicant Tracking..., Management, Employee Benefits, Temporary Placement, Onboarding, Budgets, College Recruiting
Education
California State University, Long Beach
MBA
Loyola Marymount University
BA
OneWest Bank January 2012 - Present
Vineyard Bank April 2007 - February 2009
Wells Fargo August 2005 - April 2007
Washington Mutual Bank September 2002 - January 2005
California Federal Bank August 1999 - June 2002
Skills
Retail Banking, Operations Management, Sales Management, Customer Service, Consumer Lending, Small Business Lending, Investment Banking, Notary Public, Cross Selling, Loan Origination, Training
Education
Chaffey College 2010 — 2018
General Studies, General Studies
Bishop Amat High School 1995 — 1999
General Studies, General Studies
Private Wealth Management Company October 2013 - September 2014
Wedbush, Inc. May 2012 - October 2013
OneUnited Bank December 2011 - May 2012
ICS Compliance February 2011 - April 2011
Vineyard Bank June 2004 - May 2009
Deloitte June 2003 - June 2004
Hilliard Lyons May 2000 - May 2003
Trust Company of the West 1994 - 2000
Skills
Risk Management, Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Leadership, Business Planning, Business Development, Asset Management, Business Strategy
Education
Bellarmine University 2000 — 2003
Master of Business Administration (M.B.A.)
Experian September 2010 - December 2010
Vineyard Bank October 2006 - August 2009
Argent Mortgage Co. August 2005 - October 2006
U.S. Trust September 2001 - April 2004
Burson-Marsteller September 2000 - September 2001
Education
California State University-Fullerton 1996 — 2000
Finance, Business
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2000
B.A., Finance
Warren High School
Helen Marx Art January 2013 - Present
Marx Investments January 2008 - Present
Graceful Vending May 2010 - June 2014
Wireless Capital Partners May 2006 - February 2008
Vineyard Bank 2004 - 2006
University of Southern California August 1998 - November 1999
Skills
Strategic Planning, Marketing Strategy, Real Estate, Contract Negotiation, Negotiation, Entrepreneurship, Team Building, Leadership, Budgets, Customer Service, Sound, Television, Social Media, Public Speaking, Due Diligence, New Business Development, Residential Homes, Single Family Homes, Microsoft Office, Written Communication, Verbal Communication, Feng Shui, Wall Decor, Flooring, Murals, Window Dressing
Education
Jesuit School of Theology Berkeley 1997 — 1998
Certificate of Theological Studies, Theological Studies
University of Southern California 1992 — 1996
Bachelor of Arts (B.A.), Cinema- Television Production
California Bank and Trust August 2009 - Present
Vineyard Bank April 2008 - August 2009
US Bank (acquired Southern California Bank) 1993 - 2005
Crocker Bank 1979 - 1983
Skills
Mergers & Acquisitions, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Commercial Real Estate, Underwriting, Deal Origination, Risk Management, Banking, Portfolio Management, Credit Risk, Small Business Lending, Commercial Mortgages, Mortgage Lending
Education
University of Phoenix
Business Finance
Marketplace Capital Partners November 2008 - Present
Luther Burbank Savings October 2006 - October 2008
Vineyard Bank September 2003 - September 2006
Venture West Funding September 2000 - November 2003
CUB Funding October 1989 - November 2000
Skills
Loans, Mortgage Lending, Real Estate, Commercial Mortgages, Loan Origination, Mortgage Banking, Finance, Investments, Banking, Commercial Real Estate, Residential Homes, Brokerage, Financial Services, Funding, Small Business, Refinance, Commercial Lending
Education
Pierce College 1976 — 1978
Associates Arts
Resources Global Professionals November 2009 - Present
Independant Consultant January 2009 - Present
Advanced Steril 2011 - 2012
Vineyard Bank November 2006 - December 2008
Healthcare - 13 years across Molina Healthcare, Home Health Care, and St. Joseph Hospital January 1993 - November 2006
KPMG Advisory 2003 - 2006
Kaiser Marquardt 1990 - 1994
Education
University of Phoenix 2002 — 2006
BS, Computer Science
Select Bank & Trust September 2014 - Present
Capital Bank April 2013 - September 2014
Gilmore Bank May 2009 - March 2013
L'Héritage Français 2006 - March 2013
Vineyard Bank December 2007 - May 2009
US Bank June 2006 - November 2007
Bank of America 1992 - 2006
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Credit, Loans, Internet Banking, Risk Management, Credit Analysis, ACH, Financial Institutions, Financial Analysis, Commercial Lending, Commercial Mortgages, Mortgage Lending, Credit Risk, Payments, Financial Risk, Portfolio Management, OFAC, Financial Services, AML
Education
University of Notre Dame - Mendoza College of Business 2008 — 2008
Executive Certificate, Leadership & Management
California State University-Dominguez Hills 2002 — 2005
BS, Business Administration - Management and Human Resources
BMC Software January 2012 - Present
AT&T Consulting Solutions, Inc. September 2009 - December 2011
AT&T (Pinnacle Technical Resources) November 2007 - September 2009
Vineyard Bank June 2005 - October 2007
Compushare November 1999 - June 2005
Ideal Technology Solutions January 1999 - June 1999
National Business Group December 1996 - January 1999
Skills
PMP, ITIL, Vendor Management, Program Management, IT Management, Disaster Recovery, SharePoint, MS Project, Project Management, Visio, Data Center, Leadership, Telecommunications, Management, Information Technology, Cloud Computing, VoIP, Networking, System Administration, Managed Services, Infrastructure, Change Management, Consulting, Strategic Planning, Project Planning, Business Development, Project Governance, Mentoring, Professional Services, Technical Documentation, Enablement, Microsoft Project, PMO Services
Education
Arizona State University 1994 — 1997
Bachelor of Science, Business
Esri October 2011 - Present
ISACA 2014 - 2015
ISACA 2014 - 2015
ISACA 2014 - 2015
ISACA 2014 - 2015
Esri October 2009 - October 2011
Vineyard Bank April 2006 - October 2009
Park Electrochemical Corp July 2000 - March 2006
Skills
Network Administration, Virtualization, Enterprise Software, Data Center, Leadership, Disaster Recovery, Servers, Cloud Computing, Network Security, System Administration, Networking, Integration, Project Management, Active Directory, Windows Server, Information Technology, Infrastructure, VMware, Security, Information Security..., CISSP
Education
California State Polytechnic University-Pomona
BS, Economics
Opus Bank May 2013 - Present
California Council on Economic Education 2009 - Present
Sunwest Bank Charitable Foundation, Inc December 2009 - May 2013
Sunwest Bank 2007 - May 2013
American Red Cross Orange County Chapter 2009 - 2011
Vineyard Bank October 2006 - June 2007
Commercial Capital Bank June 1997 - October 2006
Sandler O'Neill April 1992 - May 1997
Skills
M&A, Budgets, Team Building, Corporate Finance, Balance Sheet Management, Risk Management, Profitability..., Strategic Planning, ALM, Financial Analysis, Captial Markets, Shareholder Value, Investment Strategies, Cost Reduction..., SOP 03-3, Operations, Corporate Governance, Sales, Shareholder Relations, Legal Matters, Contract Negotiation, Regulatory Affairs
Education
Bentley University 1987 — 1991
Finance and Economics
California Republic Bank December 2014 - Present
CommerceWest Bank January 2013 - December 2014
Merchants Bank of California November 2011 - December 2012
Merchants Bank of California October 2010 - November 2011
Loma Linda University Medical Center January 2010 - November 2011
Vineyard Bank September 2002 - December 2009
Net 10 Technologies, Inc. June 1999 - August 2002
Net 10 Technologies, Inc. June 1998 - May 1999
Skills
Tenacious Work Ethic, Persistence, Integrity, Troubleshooting, Exceptional verbal and..., Effective motivational..., High customer service..., Mentoring Of Staff, Collaborative Leadership, compassionate, Adobe Acrobat, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Internet, Research, Adaptability, Learn New Software..., highly organized, efficient, Banking, Commercial Banking, Compassion, Time Management, Credit, Loans
Education
University of California, Riverside 1987 — 1991
Bachelor of Arts (B.A.), Business Economics
Net 10 Technologies, Inc.
Certification, Computer Software and Media Applications
Wells Fargo Home Mortgage April 2012 - Present
Inland Valley Bank October 2011 - March 2012
Inland Community Bank June 2008 - July 2011
Vineyard Bank February 2006 - May 2008
Bank of America February 2002 - February 2006
Skills
Mortgage Lending, Banking, Customer Service, Field Marketing, Sales Operations, Teller Operations, Personal Banking, Business Development, Business Relationship..., Labor, Food Industry, Retail Banking
Education
California State University-San Bernardino 2003 — 2007
HCP July 2009 - Present
HCP, Inc. April 2007 - February 2010
Option One Mortgage Corp 2005 - 2007
Vineyard Bank 2004 - 2005
Ramada Inn October 2002 - July 2004
American Express Financial Advisors May 2001 - December 2001
Merill Lynch, Bellevue, Seattle 2000 - 2001
Skills
Accounts Payable, Accounting, Variance Analysis, Journal Entries, Accounts Receivable, Auditing, Accruals, Cash Management, Financial Statements, Financial Reporting, Internal Audit, GAAP, General Ledger, SEC filings, Finance
Education
Keller Graduate School 2006 — 2011
Master in Accounting and Financial Management, Accounting with CPA emphasis
Seattle University 1999 — 2001
BA, Finance
BBVA Compass February 2015 - Present
HSBC Bank, USA October 2009 - February 2015
Los Angeles Neighborhood Housing Services May 2007 - July 2009
Vineyard Bank 2004 - 2006
Vineyard Bank May 2004 - May 2005
California State Banking Department 1993 - 2004
Skills
Commercial Lending, Banking, Loans, Commercial Banking, Risk Management, Credit, Strategic Planning, Financial Analysis, Mortgage Lending, Credit Analysis, Cash Management, Public Speaking, Real Estate, Customer Service, Financial Services, Small Business Lending, Budgets, Financial Risk, Credit Risk, Portfolio Management, Consumer Lending, Negotiation, Management, Nonprofits, Due Diligence, Corporate Finance, Fundraising, Retail Banking, Relationship Management, Finance, AML, Financial Institutions, Loan Origination, Asset Management, Investments, Underwriting
Education
University of La Verne 1988 — 1991
BS, Business Administration
Dorsey High School 1980 — 1983
Pacific Premier Bank April 2014 - Present
Pacific Premier Bank November 2008 - Present
Vineyard Bank February 2005 - February 2008
Compushare May 1993 - February 2005
Skills
Disaster Recovery, Security, Banking, Business Continuity, Information Security, Risk Management, Data Center, Vendor Management, Virtualization, Strategic Planning, Project Management, IT Management, Operations Management, Cloud Computing, Process Improvement, IT Strategy, Network Security, Information Technology, Network Architecture, Program Management
Education
DeVry Institute of Technology 1996 — 1998
Bachelor of Science, Computer Information Systems
Mt. San Antonio College 1993 — 1996
Associate in Arts, Lberal Arts
Big Cat Advertising (Gatto Grande, LLC) October 2006 - Present
Vineyard Bank July 2005 - October 2006
Marin Independent Journal June 1993 - June 2005
Press-Telegram October 1984 - June 1993
Education
California State University-Long Beach 1981 — 1983
Newegg.com July 2008 - July 2011
Vineyard Bank 2005 - 2008
Alcoa Fastening Systems 2000 - 2005
The Gillette Company 1996 - 2000
Skills
Labour Legislation
Education
University of California, Los Angeles
County of Riverside December 2009 - Present
Vineyard Bank March 2008 - June 2011
PFF Bank & Trust\Glencrest Investments October 2005 - March 2008
Education
California State University-Los Angeles 1998 — 2002
Union Bank 2011 - Present
Vineyard Bank June 2002 - December 2008
Education
UCLA 1985 — 1989
Bachelor's degree, Business/Managerial Economics
Union Bank December 2009 - Present
California Bank and Trust formerly Alliance Bank August 2004 - March 2010
Alliance Bank 2004 - 2009
Vineyard Bank December 2003 - June 2004
First Federal Bank of California April 2000 - September 2003
First Federal Bank 2000 - 2003
Atlantic Data Services, Inc. November 1998 - April 2000
Mizuho Corporate Bank November 1996 - November 1998
Ventura County National Bank November 1993 - November 1996
Mercantile National Bank November 1990 - November 1992
Skills
Compliance, Cash Management, ACH, Banking, Risk Management, Customer Relations, Customer Service, Budgeting, Product Management, Product Development, Coaching, Risk, Commercial Banking, Process Improvement, Microsoft Office, Hiring, Team Building, Internal Audit, Retail, Treasury Management, Strategic Planning, Word, PowerPoint, Auditing, Problem Solving
Education
University of Southern California 1970 — 1974
BA, International Relations/Economics
Newtek Small Business Finance May 2013 - Present
Opus Bank May 2012 - May 2013
Aurora Bank FSB June 2009 - May 2012
First Private Bank and Trust May 2008 - March 2009
Vineyard Bank August 2007 - April 2008
Pacific Southwest Realty Services April 2006 - May 2007
Pacific Life Insurance Company May 1996 - March 2006
Resolution Trust Corporation 1990 - 1995
Skills
Financial Modeling, Negotiation, Market Research, Commercial Lending, Underwriting, Loans, Mortgage Lending, Real Estate, Financial Analysis, Banking, Portfolio Management, Asset Managment, Account Management, Appraisals, Asset Based Lending, Asset Management, Budgets, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Default, Disposition, Due Diligence, Equities, FHA, Finance, Financial Reporting, Financial Risk, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Loan Servicing, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, New Business Development, Property Management, REO, Real Estate Development
Education
California State University-Long Beach 1986 — 1989
Bachelor's Degree, Business Administration - Finance
Estancia
High Schoot Diploma
Provident Bank June 2007 - Present
Provident Bank June 2007 - Present
Professional Business Bank June 2006 - May 2007
Southwest Community Bank April 2005 - June 2006
Vineyard Bank 2005 - 2005
Business Bank Of California 2000 - 2005
Foothill Independent Bank January 1998 - January 2000
BNC National Bank January 1997 - January 1998
Commerce Bank January 1990 - January 1997
Tri-Star Financial Services (Sold to Commerce Bank) January 1990 - January 1996
Skills
Commercial Lending, Commercial Banking, Retail Banking, Credit Risk, Loans, Mortgage Lending, Credit, Business Development, Management, Underwriting, Leadership, Consumer Lending, Portfolio Management, Banking, Lines Of Credit, Small Business Lending, Asset Based Lending, Business Planning, Marketing, Finance, Construction Loans, Financial Services, Mergers & Acquisitions, Loan Origination, Real Estate, Commercial Mortgages, SBA, Credit Analysis, Private Banking, Loan Servicing, Mortgage Banking
Education
University of Washington 2004 — 2006
Banking, PCBS Graduate
Rutgers University School of Law - Camden 1984 — 1988
Economics & Law
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Partners Bank of California September 2011 - Present
Pacific Mercantile Bank July 2009 - September 2011
Vineyard Bank August 2004 - June 2009
Mizuho Corporate Bank 2001 - 2003
Cedars Bank 1998 - 2000
Skills
Loans, Credit, Accounting, Credit Administration, Analysis
Education
California State Polytechnic University-Pomona 1992 — 1996
MBA, Finance
Kent State University 1984 — 1987
BA, Finance
Pacific Life 2008 - Present
Vineyard Bank 2006 - 2008
Skills
Management, Mutual Funds, Life Insurance, Financial Services, Financial Reporting, Financial Analysis, Analysis, Process Improvement, Sarbanes-Oxley Act, Finance, Financial Modeling, Microsoft Office, Auditing, Financial Accounting
Education
California State University-Fullerton 1997 — 2001
Bachelor’s Degree, Accounting
AIG July 2013 - Present
Union Bank 2009 - July 2013
Union Bank April 2005 - 2009
Vineyard Bank April 2004 - April 2005
Hawthorne Savings January 2000 - April 2004
Skills
Banking, Fixed Income, Portfolio Management, Risk Management, ALM, Financial Analysis, Treasury Management, Interest Rate Risk..., Bloomberg, Financial Risk, Investments, Finance, Capital Markets, Management, Derivatives, Financial Modeling, Liquidity Management, Liquidity, Liquidity Risk, Credit Risk, Analysis, Asset Management, Securities
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
MBA, Finance
Villanova University 1991 — 1995
B.A., International Business
California Republic Bank July 2010 - Present
Vineyard Bank April 2004 - October 2009
Education
Southwestern Law School 1976 — 1979
JD
OneWest Bank August 2015 - Present
Self employed May 2015 - Present
Drescher & Associates June 2013 - May 2015
OneWest Bank February 2012 - May 2013
Currently Under Contract June 2011 - February 2012
Silvergate Bank June 2008 - May 2011
Security Pacific Bank April 2007 - April 2008
Vineyard Bank February 2004 - April 2007
U.S. Bank January 2003 - February 2004
Skills
Loans, Loan Origination, Commercial Lending, Credit, Small Business Lending, Commercial Mortgages, SBA, Commercial Banking, Credit Analysis, Lines Of Credit, Underwriting, Portfolio Management
Education
The Community College of Baltimore County 2013 — 2015
Associate's Degree, Business Administration, Current GPA: 4.0
Vineyard Bank 2002 - 2009
Manufacturers Bank April 1999 - January 2002
Sanwa Bank California March 1983 - January 1999
Skills
Commercial Banking, Credit, Loans, Banking, Credit Analysis, Commercial Lending, Lines Of Credit, Credit Risk, Small Business Lending, Risk Management, Loan Origination
Education
Fullerton College
Business Administration
American Financial Network, Inc. January 2014 - Present
HCR ManorCare June 2011 - January 2014
Rin Electric, Inc. March 2000 - November 2011
Vineyard Bank March 1993 - March 2000
Skills
Recruiting, Payroll, Benefits Administration, Training, Human Resources, New Hire Orientations, Employee Training, Employee Benefits, Conflict Resolution, Hiring, Banking, Customer Service, Team Building, Credit
Education
California State University-San Bernardino 1983 — 1985
Bellflower High School
Bellflower High School
Wells Fargo Securities July 2010 - Present
Wells Fargo Investments August 2008 - July 2010
Vineyard Bank October 2005 - July 2008
Skills
Fixed Income, Capital Markets, Finance, Credit, Series 7, Bloomberg, Banking, Investments, Financial Analysis, Portfolio Management, Asset Management, Bonds, Credit Analysis, Asset Managment, Series 63
Education
UCLA
Vineyard Bank August 2008 - October 2009
PFF Bank & Trust February 2006 - August 2008
MERVYN'S October 2000 - February 2006
Education
CHINO HIGH SCHOOL
High School Diploma, Computer Information Systems
Chaffey College
Chaffey College
Associates Degree, Computer Information Systems
Inland Empire Utilities Agency August 2005 - Present
Vineyard Bank 2003 - 2005
City of Pomona March 2000 - July 2003
Skills
Analysis, Disaster Recovery, Microsoft Excel, Microsoft Office, System Administration, SAP, Project Management, Crystal Reports, Team Building, Outlook, Process Improvement, SAP Basis, SAP Security..., SAP ERP, SAP Netweaver, SAP Implementation, SAP R/3, Microsoft SQL Server, Microsoft Exchange, Microsoft Server..., Microsoft Server Support, Backup Exec, Microsoft Virtual Server, VMware, VMware Server, SAP Solution Manager
Education
University of La Verne 2011 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology
Chaffey College 2001 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
American Residential Services September 2014 - Present
Paramount Residential Mortgage Group Inc. (PRMG Inc.) July 2014 - August 2014
California Bank & Trust August 2009 - December 2013
Vineyard Bank January 2007 - August 2009
Wescom Credit Union July 2007 - December 2007
Premier Service Bank September 2006 - June 2007
Skills
Banking, Management, Payroll, Customer Service, Human Resources
Education
Los Angeles City College 1982 — 1985
Associate of Arts (AA), Engineering
Hollywood High School 1979 — 1982
Diploma, Finance, General
Vineyard Bank June 2007 - February 2009
KeyBank Real Estate Capital October 2006 - May 2007
Wells Fargo Bank January 2003 - October 2006
BNP Paribas July 1989 - September 2000
California Commerce Bank 1987 - 1989
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
University of Central Arkansas
US Bank June 2008 - Present
Vineyard Bank 2005 - 2008
Unity Bank 2000 - 2004
Education
Rider University
Self employed 2009 - Present
Vineyard Bank June 2005 - August 2009
The ICEE Company August 1999 - September 2004
Skills
Graphic Design, Advertising, Direct Sales, Marketing, Online Advertising, Project Management
Education
Laguna College of Art and Design
Illustration/Graphic Design
Mt. San Antonio College
A.S., Advertising Design
Evolve Bank and Trust January 2012 - Present
Home Loan Investment Bank 2010 - 2012
US Bank 2008 - 2009
Vineyard Bank 2006 - 2008
Skills
Small Business Lending, Underwriting, Commercial Lending, Banking, Commercial Mortgages, Loans, Credit Analysis, Credit, Loan Origination, Credit Risk, USDA, Real Estate, Loan Servicing, Refinance, Mortgage Banking, SBA, Business Ethics, Conflict Resolution, Creative Problem Solving, Ethical Leadership, Problem Management
Education
University of Maine at Machias
Bachelor’s Degree, Business and Entrepreneurial Studies, Magna Cum Laude
Vineyard Bank May 2007 - September 2008
Vineyard Bank February 2006 - April 2007
Education
London School of Economics and Political Science 2013 — 2014
Diploma
University of California, Riverside 2008 — 2011
Bachelor of Arts (B.A.)
Banc of California August 2014 - August 2015
Opus Bank (Formerly California Bank & Trust) August 2013 - September 2014
California Bank & Trust (Formerly Vineyard Bank) August 2009 - August 2013
Vineyard Bank November 2007 - August 2009
Skills
Customer Service, Retail Banking, Organization Skills, Customer Retention, Client Rapport, Records Management
Education
Dallas Baptist University 2014 — 2016
Bachelor of Arts (B.A.), Communication, General
Fullerton College 2001 — 2015