Wedbush Bank
Wedbush Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wedbush Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wedbush Bank Salaries. You can even request information on how much does Wedbush Bank pay if you want to. Learn about salaries, pros and cons of working for Wedbush Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22 Wedbush Bank employees in database. Find out everything there's to know about Wedbush Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wedbush Bank Employees
Employee
Years
Job
Industry
V. Charles Jackson V. Charles Jackson's Wedbush Bank Experience August 2013 - July 2014
Job President, SunPac,LLC and CoFounder and CEO of Sun Pacific Bank (In Formation)
Industry Financial Services
Experience
Wedbush Bank August 2013 - July 2014
Boston Private Bank & Trust Company August 2008 - December 2012
Skills
Asset Management, Banking, Business Strategy, Commercial Banking, Commercial Lending, Credit, Integration, Investments, Loans, Mergers & Acquisitions, Portfolio Management, Private Banking, Private Equity, Risk Management, Start-ups, Strategic Leadership
Education
The George Washington University 1972 — 1974
MBA, International Business
Georgetown University 1962 — 1967
BS, International Relations and Affairs
Wedbush Bank August 2013 - July 2014
Boston Private Bank & Trust Company August 2008 - December 2012
Skills
Asset Management, Banking, Business Strategy, Commercial Banking, Commercial Lending, Credit, Integration, Investments, Loans, Mergers & Acquisitions, Portfolio Management, Private Banking, Private Equity, Risk Management, Start-ups, Strategic Leadership
Education
The George Washington University 1972 — 1974
MBA, International Business
Georgetown University 1962 — 1967
BS, International Relations and Affairs
Anthony Barry Anthony Barry's Wedbush Bank Experience September 2009 - December 2011
Job Looking for opportunities in Downtown LA or Pasadena
Industry Accounting
Experience
Community Bank January 2013 - Present
Ernst & Young January 2012 - January 2013
Wedbush Bank September 2009 - December 2011
Western Asset Management November 2005 - March 2009
Skills
Accounting, General Ledger, Account Reconciliation, Bookkeeping, QuickBooks, Accounts Payable, Financial Accounting, Journal Entries, Accounts Receivable, Financial Analysis, Financial Reporting, Corporate Finance, Inventory Analysis, Budget Monitoring, Budget Reconciliation, Investments, Microsoft Excel, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Science (BS), Accounting
Community Bank January 2013 - Present
Ernst & Young January 2012 - January 2013
Wedbush Bank September 2009 - December 2011
Western Asset Management November 2005 - March 2009
Skills
Accounting, General Ledger, Account Reconciliation, Bookkeeping, QuickBooks, Accounts Payable, Financial Accounting, Journal Entries, Accounts Receivable, Financial Analysis, Financial Reporting, Corporate Finance, Inventory Analysis, Budget Monitoring, Budget Reconciliation, Investments, Microsoft Excel, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Science (BS), Accounting
Toros Berberyan Toros Berberyan's Wedbush Bank Experience December 2012 - February 2013
Job Adjunct Math Professor at Citrus College
Industry Higher Education
Experience
Glendale Community College February 2013 - Present
Citrus College February 2013 - Present
ETS Educational and Tutorial Services November 2011 - Present
Wedbush Bank December 2012 - February 2013
UBMS Upper Bound Math and Science June 2012 - August 2012
Urban Science March 2011 - June 2011
LACER Literacy Arts Culture Education Recreation November 2009 - June 2010
Scholars Armenia February 2008 - June 2008
Glendale Community College March 2004 - June 2006
Skills
C++, CUDA, Java, SAS, Qbasic, PHP, JavaScript, CSS, XHTML, VBA, R, Matlab, PowerPoint, Microsoft Word, Microsoft Excel, Visio, Tutoring, Statistics, Analysis, SQL, Programming, Research, Data Analysis, Teaching
Education
California State University-Long Beach 2010 — 2012
Master of Science, Applied Statistics, Overall GPA: 4.00
University of California, Los Angeles 2006 — 2008
Bachelor of Science, Applied Mathematics, Major GPA: 3.54
Glendale Community College February 2013 - Present
Citrus College February 2013 - Present
ETS Educational and Tutorial Services November 2011 - Present
Wedbush Bank December 2012 - February 2013
UBMS Upper Bound Math and Science June 2012 - August 2012
Urban Science March 2011 - June 2011
LACER Literacy Arts Culture Education Recreation November 2009 - June 2010
Scholars Armenia February 2008 - June 2008
Glendale Community College March 2004 - June 2006
Skills
C++, CUDA, Java, SAS, Qbasic, PHP, JavaScript, CSS, XHTML, VBA, R, Matlab, PowerPoint, Microsoft Word, Microsoft Excel, Visio, Tutoring, Statistics, Analysis, SQL, Programming, Research, Data Analysis, Teaching
Education
California State University-Long Beach 2010 — 2012
Master of Science, Applied Statistics, Overall GPA: 4.00
University of California, Los Angeles 2006 — 2008
Bachelor of Science, Applied Mathematics, Major GPA: 3.54
Radhika Dholakia Radhika Dholakia's Wedbush Bank Experience January 2007 - December 2012
Job EVP/Chief Compliance Officer at Sunwest Bank
Industry Banking
Experience
Sunwest Bank December 2012 - Present
Wedbush Bank January 2007 - December 2012
Citigroup January 2003 - April 2007
Citigroup January 2003 - January 2005
Citibank September 1999 - January 2003
Skills
Risk, Banking, Policy, Risk Management, Strategic Planning, Change Management, Team Building, Compliance, Vendor Management, Financial Risk, Portfolio Management, Loans, Commercial Banking
Education
California State University-Fullerton 1983 — 1988
California State University
BA, Business Administration: Marketing and Advertising Management
Sunwest Bank December 2012 - Present
Wedbush Bank January 2007 - December 2012
Citigroup January 2003 - April 2007
Citigroup January 2003 - January 2005
Citibank September 1999 - January 2003
Skills
Risk, Banking, Policy, Risk Management, Strategic Planning, Change Management, Team Building, Compliance, Vendor Management, Financial Risk, Portfolio Management, Loans, Commercial Banking
Education
California State University-Fullerton 1983 — 1988
California State University
BA, Business Administration: Marketing and Advertising Management
Matt Olsen Matt Olsen's Wedbush Bank Experience July 2008 - July 2011
Job Vice President at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company July 2011 - Present
Wedbush Bank July 2008 - July 2011
Alliance Bank 2005 - 2008
Sanwa/United California/Bank of The West 2001 - 2005
Southern Pacific Bank January 1998 - April 2000
Charles Dunn 1995 - 1998
Pan American World Airways February 1986 - October 1991
Skills
Loans, Commercial Lending, Business Analysis, Banking, Due Diligence, Portfolio Management, Investments, Real Estate Economics, Finance, Real Estate, Mortgage Lending, Loan Origination, Commercial Mortgages, Cash Management, Valuation, Mortgage Banking, Credit Analysis, Small Business Lending, Credit
Education
San Jose State University 1983 — 1984
BA, Communications
University of California, Santa Barbara 1979 — 1984
Communications
Aztec Aviation Academy
Cupertino High School
Boston Private Bank & Trust Company July 2011 - Present
Wedbush Bank July 2008 - July 2011
Alliance Bank 2005 - 2008
Sanwa/United California/Bank of The West 2001 - 2005
Southern Pacific Bank January 1998 - April 2000
Charles Dunn 1995 - 1998
Pan American World Airways February 1986 - October 1991
Skills
Loans, Commercial Lending, Business Analysis, Banking, Due Diligence, Portfolio Management, Investments, Real Estate Economics, Finance, Real Estate, Mortgage Lending, Loan Origination, Commercial Mortgages, Cash Management, Valuation, Mortgage Banking, Credit Analysis, Small Business Lending, Credit
Education
San Jose State University 1983 — 1984
BA, Communications
University of California, Santa Barbara 1979 — 1984
Communications
Aztec Aviation Academy
Cupertino High School
Dennis A. Shirley Dennis A. Shirley's Wedbush Bank Experience 2007 - 2014
Job Principal, Organic Marketing Solutions
Industry Management Consulting
Experience
Organic Marketing Solutions 2005 - Present
Wedbush Bank 2007 - 2014
IndyMac Bank (now OneWest Bank) 2002 - 2004
Sanwa Bank (now Bank of the West) 2000 - 2002
Los Angeles Times/latimes.com 1998 - 2000
Great Western Bank (now JPMorgan Chase & Co.) 1996 - 1997
First interstate Bancorp (now Wells Fargo) 1985 - 1996
Jewel Companies, Inc. - Sav-On Drugs, Inc. (now CVS Health) 1983 - 1985
Skills
Strategic Planning, Management Consulting, Strategy, Product Management, Direct Marketing, Market Research, Leadership, Online Advertising, Business Analysis, Advertising, Business Strategy, Process Improvement, Budgets, Marketing, Mergers & Acquisitions, P&L Management, Vendor Management, Management, Business Development, Marketing Management, Analysis, Retention Programs, Marketing Research, Program Management, Competitive Analysis, Segmentation, E-commerce, Product Development, Start-ups, Strategic Planning &..., Social Media, Team Building, Marketing Strategy, Integration, Segmentation &..., Social Media Marketing, Acquisition Integration, Business Process..., Business Planning, Banking, Cross-functional Team..., Multimedia Brand &..., Corporate Sponsorships..., Activation & Retention..., Call Center Management, Marketing Research &..., Financial Planning &..., Mergers & Acquisitions..., CRM Data Mining, Product Line Extensions
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA, Marketing & Finance (Honors)
California State University-Sacramento
Bachelor of Science, Business Administration - Management & Accounting (Honors)
Organic Marketing Solutions 2005 - Present
Wedbush Bank 2007 - 2014
IndyMac Bank (now OneWest Bank) 2002 - 2004
Sanwa Bank (now Bank of the West) 2000 - 2002
Los Angeles Times/latimes.com 1998 - 2000
Great Western Bank (now JPMorgan Chase & Co.) 1996 - 1997
First interstate Bancorp (now Wells Fargo) 1985 - 1996
Jewel Companies, Inc. - Sav-On Drugs, Inc. (now CVS Health) 1983 - 1985
Skills
Strategic Planning, Management Consulting, Strategy, Product Management, Direct Marketing, Market Research, Leadership, Online Advertising, Business Analysis, Advertising, Business Strategy, Process Improvement, Budgets, Marketing, Mergers & Acquisitions, P&L Management, Vendor Management, Management, Business Development, Marketing Management, Analysis, Retention Programs, Marketing Research, Program Management, Competitive Analysis, Segmentation, E-commerce, Product Development, Start-ups, Strategic Planning &..., Social Media, Team Building, Marketing Strategy, Integration, Segmentation &..., Social Media Marketing, Acquisition Integration, Business Process..., Business Planning, Banking, Cross-functional Team..., Multimedia Brand &..., Corporate Sponsorships..., Activation & Retention..., Call Center Management, Marketing Research &..., Financial Planning &..., Mergers & Acquisitions..., CRM Data Mining, Product Line Extensions
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA, Marketing & Finance (Honors)
California State University-Sacramento
Bachelor of Science, Business Administration - Management & Accounting (Honors)
Scott Racusin Scott Racusin's Wedbush Bank Experience 2007 - August 2013
Job Banking Consultant at Wedbush, Inc.
Industry Banking
Experience
Wedbush, Inc. August 2013 - Present
Wedbush Bank 2007 - August 2013
Citizens Business Bank May 2005 - February 2007
Comerica Bank 2002 - 2005
Aerobank 1999 - 2002
Union Bank of California 1987 - 1998
Bank of California, N.A. 1987 - 1998
Security Pacific National Bank 1974 - 1987
Skills
Commercial Lending, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Bank Secrecy Act, Risk Management, Leadership, Financial Services, Mergers & Acquisitions, Credit Risk, Financial Institutions, Credit, Retail Banking, Business Planning, Financial Analysis, Executive Management, Lines Of Credit, Mortgage Lending, Investments, Commercial Mortgages, Loan Origination, SBA, Underwriting, Asset Based Lending, Business Strategy
Education
Roger Williams University 1971 — 1974
BA
Baldwin High School
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Robert Louis Stevenson
Wedbush, Inc. August 2013 - Present
Wedbush Bank 2007 - August 2013
Citizens Business Bank May 2005 - February 2007
Comerica Bank 2002 - 2005
Aerobank 1999 - 2002
Union Bank of California 1987 - 1998
Bank of California, N.A. 1987 - 1998
Security Pacific National Bank 1974 - 1987
Skills
Commercial Lending, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Banking, Banking, Bank Secrecy Act, Risk Management, Leadership, Financial Services, Mergers & Acquisitions, Credit Risk, Financial Institutions, Credit, Retail Banking, Business Planning, Financial Analysis, Executive Management, Lines Of Credit, Mortgage Lending, Investments, Commercial Mortgages, Loan Origination, SBA, Underwriting, Asset Based Lending, Business Strategy
Education
Roger Williams University 1971 — 1974
BA
Baldwin High School
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Robert Louis Stevenson
Monique Johnson Monique Johnson's Wedbush Bank Experience 2009 - June 2014
Job Chief Operating Officer, SunPac, LLC
Industry Banking
Experience
SunPac, LLC August 2014 - Present
Junior Achievement of Southern California March 2012 - Present
Wedbush Bank 2009 - June 2014
Security Pacific Bank 2008 - 2008
Private Bank of California 2007 - 2008
Alliance Bank 2001 - 2007
Imperial Bank 1996 - 2001
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Marketing, Portfolio Management, Risk Management, Small Business Lending, Strategic Planning, Investments
Education
Iowa State University - College of Business 1985 — 1989
BBA, Finance, General
SunPac, LLC August 2014 - Present
Junior Achievement of Southern California March 2012 - Present
Wedbush Bank 2009 - June 2014
Security Pacific Bank 2008 - 2008
Private Bank of California 2007 - 2008
Alliance Bank 2001 - 2007
Imperial Bank 1996 - 2001
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Marketing, Portfolio Management, Risk Management, Small Business Lending, Strategic Planning, Investments
Education
Iowa State University - College of Business 1985 — 1989
BBA, Finance, General
Michael Nguyen Michael Nguyen's Wedbush Bank Experience February 2012 - March 2014
Job Business Analyst at Payoff
Industry Financial Services
Experience
Payoff July 2015 - Present
ECCU April 2014 - April 2015
Wedbush Bank February 2012 - March 2014
Tower Energy Group March 2011 - January 2012
Robert J Jackson and Associates, Inc November 2008 - March 2011
LAN Engineering August 2007 - July 2008
Wells Fargo September 2006 - August 2007
Western United August 2005 - July 2006
Skills
Financial Analysis, Budgeting, Excel, Management, Financial Accounting, Cash Flow, Cash Management, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, General Ledger, Microsoft Office, Microsoft Excel, Payroll, Financial Statements, GAAP, Customer Service, PowerPoint, Research, Variance Analysis, Microsoft Word, Outlook, Problem Solving, Journal Entries, Invoicing, QuickBooks, Software Documentation, Word, Reconciliation, Documentation, Fixed Assets, Accruals, Bookkeeping, Revenue Recognition, Finance
Education
California State University-Fullerton
B.A., Business Administration - Accounting
Payoff July 2015 - Present
ECCU April 2014 - April 2015
Wedbush Bank February 2012 - March 2014
Tower Energy Group March 2011 - January 2012
Robert J Jackson and Associates, Inc November 2008 - March 2011
LAN Engineering August 2007 - July 2008
Wells Fargo September 2006 - August 2007
Western United August 2005 - July 2006
Skills
Financial Analysis, Budgeting, Excel, Management, Financial Accounting, Cash Flow, Cash Management, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, General Ledger, Microsoft Office, Microsoft Excel, Payroll, Financial Statements, GAAP, Customer Service, PowerPoint, Research, Variance Analysis, Microsoft Word, Outlook, Problem Solving, Journal Entries, Invoicing, QuickBooks, Software Documentation, Word, Reconciliation, Documentation, Fixed Assets, Accruals, Bookkeeping, Revenue Recognition, Finance
Education
California State University-Fullerton
B.A., Business Administration - Accounting
Jason J. Kim Jason J. Kim's Wedbush Bank Experience May 2011 - August 2011
Job Experienced Associate IT Advisory Services at KPMG
Industry Information Technology and Services
Experience
KPMG August 2013 - Present
KPMG US September 2012 - May 2013
KPMG US June 2012 - August 2012
Global Business Brigades September 2011 - May 2012
Wedbush Bank May 2011 - August 2011
Northwestern Mutual May 2011 - July 2011
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, PowerPoint, Excel, Word, Visio, JMP, Lotus Notes, IT Audit, Sarbanes-Oxley Act, Data Analysis
Education
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, Business Intelligence
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Information Operations Management, Management Consulting
KPMG August 2013 - Present
KPMG US September 2012 - May 2013
KPMG US June 2012 - August 2012
Global Business Brigades September 2011 - May 2012
Wedbush Bank May 2011 - August 2011
Northwestern Mutual May 2011 - July 2011
Bank of America Merrill Lynch January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, PowerPoint, Excel, Word, Visio, JMP, Lotus Notes, IT Audit, Sarbanes-Oxley Act, Data Analysis
Education
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, Business Intelligence
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Information Operations Management, Management Consulting
Jessica Liew's Wedbush Bank Experience September 2012 - December 2012
Job Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting September 2013 - Present
Wedbush Bank September 2012 - December 2012
Infinitedge Partners May 2012 - August 2012
Fontana Distribution (Universal Music Group) June 2010 - August 2010
Skills
Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Financial Analysis, Investment Banking, Corporate Finance, Economics, Capital IQ, Microsoft Word, Equity Valuation, Finance, Investments, Quantitative Analytics, Financial Accounting, Mergers & Acquisitions, Accounting, Banking, Bloomberg Terminal, Market Research, DCF, Private Equity
Education
University of Southern California
Bachelor of Arts (BA), Economics, Accounting, Cum Laude
Chapman University, The George L. Argyros School of Business and Economics
B.A., Economics and Business Administration
FTI Consulting September 2013 - Present
Wedbush Bank September 2012 - December 2012
Infinitedge Partners May 2012 - August 2012
Fontana Distribution (Universal Music Group) June 2010 - August 2010
Skills
Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Financial Analysis, Investment Banking, Corporate Finance, Economics, Capital IQ, Microsoft Word, Equity Valuation, Finance, Investments, Quantitative Analytics, Financial Accounting, Mergers & Acquisitions, Accounting, Banking, Bloomberg Terminal, Market Research, DCF, Private Equity
Education
University of Southern California
Bachelor of Arts (BA), Economics, Accounting, Cum Laude
Chapman University, The George L. Argyros School of Business and Economics
B.A., Economics and Business Administration
Donald Rapp Donald Rapp's Wedbush Bank Experience August 2013 - March 2014
Job Vice President and Relationship Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Anthony Deluca Anthony Deluca's Wedbush Bank Experience 2008 - 2009
Job VP/Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
T.J. McCree's Wedbush Bank Experience November 2011 - February 2013
Job Team Leader, First Vice President
Industry Banking
Experience
Community Bank July 2013 - Present
Sunwest Bank February 2013 - July 2013
Wedbush Bank November 2011 - February 2013
Mutual of Omaha Bank March 2008 - November 2011
Union Bank March 1998 - March 2008
Wells Fargo Bank October 1995 - June 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Sales Management, Strategic Financial..., Financial Analysis, Consumer Lending, Investments
Education
Cal State San Bernardino 2001 — 2002
MBA Candidate
Union Bank of California Commercial Credit Training 1998 — 2000
Commercial Credit Analysis, Credit Analysis
University of Redlands 1989 — 1994
Political Science, Government Policy
Community Bank July 2013 - Present
Sunwest Bank February 2013 - July 2013
Wedbush Bank November 2011 - February 2013
Mutual of Omaha Bank March 2008 - November 2011
Union Bank March 1998 - March 2008
Wells Fargo Bank October 1995 - June 1998
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Sales Management, Strategic Financial..., Financial Analysis, Consumer Lending, Investments
Education
Cal State San Bernardino 2001 — 2002
MBA Candidate
Union Bank of California Commercial Credit Training 1998 — 2000
Commercial Credit Analysis, Credit Analysis
University of Redlands 1989 — 1994
Political Science, Government Policy
Wendy Nurock's Wedbush Bank Experience June 2011 - December 2012
Job Real Estate Consultant
Industry Commercial Real Estate
Experience
TBD Nipomo December 2012 - Present
Wedbush Bank June 2011 - December 2012
FDIC - DRR March 2009 - June 2011
FDIC 2009 - June 2011
Federal Deposit Insurance Corporation 2009 - June 2011
Security Pacific Bank July 2008 - March 2009
Affinity Bank 2006 - 2007
Skills
Asset Backed Financing, Client Coverage, Corporate Trust, Banking, Receiverships, CMBS, Commercial Banking, Credit Analysis, Real Estate Economics, Underwriting, Commercial Lending, Loans, Loan Origination, Investment Properties, Credit, Asset Management, Commercial Mortgages, Investments, Due Diligence, Mortgage Lending, Real Estate Financing, Loss Mitigation, Loan Servicing, Structured Finance, Valuation, Finance, Real Estate, Financial Institutions, Commercial Real Estate, Mortgage Underwriting, Mortgage Servicing, Property, Portfolio Management, Cash Management
Education
University of California, Los Angeles 2002 — 2006
Screenwriting
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA
Middlebury Institute of International Studies at Monterey
University of California at Santa Barbara
BA
TBD Nipomo December 2012 - Present
Wedbush Bank June 2011 - December 2012
FDIC - DRR March 2009 - June 2011
FDIC 2009 - June 2011
Federal Deposit Insurance Corporation 2009 - June 2011
Security Pacific Bank July 2008 - March 2009
Affinity Bank 2006 - 2007
Skills
Asset Backed Financing, Client Coverage, Corporate Trust, Banking, Receiverships, CMBS, Commercial Banking, Credit Analysis, Real Estate Economics, Underwriting, Commercial Lending, Loans, Loan Origination, Investment Properties, Credit, Asset Management, Commercial Mortgages, Investments, Due Diligence, Mortgage Lending, Real Estate Financing, Loss Mitigation, Loan Servicing, Structured Finance, Valuation, Finance, Real Estate, Financial Institutions, Commercial Real Estate, Mortgage Underwriting, Mortgage Servicing, Property, Portfolio Management, Cash Management
Education
University of California, Los Angeles 2002 — 2006
Screenwriting
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA
Middlebury Institute of International Studies at Monterey
University of California at Santa Barbara
BA
Ben Farias's Wedbush Bank Experience September 2011 - November 2013
Job Vice President, Compliance Officer at Citizens 1st Bank
Industry Banking
Experience
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Gina Matias's Wedbush Bank Experience March 2006 - June 2014
Job Executive Administrative Officer at State Bank of India California
Industry Banking
Experience
State Bank of India California February 2015 - Present
Wedbush Bank March 2006 - June 2014
Education
Pepperdine University
State Bank of India California February 2015 - Present
Wedbush Bank March 2006 - June 2014
Education
Pepperdine University
Kristie Shields's Wedbush Bank Experience December 2008 - July 2011
Job EVP/Compliance Counsel
Industry Banking
Experience
California Republic Bank August 2011 - Present
Wedbush Bank December 2008 - July 2011
Education
Southwestern University School of Law 2004 — 2007
JD, Law
UC Irvine 2001 — 2003
BA, Criminology
California Republic Bank August 2011 - Present
Wedbush Bank December 2008 - July 2011
Education
Southwestern University School of Law 2004 — 2007
JD, Law
UC Irvine 2001 — 2003
BA, Criminology
Mar-Dinnah Parungao, CAMS's Wedbush Bank Experience August 2013 - November 2013
Job Compliance & BSA/AML Professional
Industry Banking
Experience
Bank of the West April 2014 - Present
Wedbush Bank August 2013 - November 2013
Citibank, N.A. December 2012 - July 2013
HSBC USA, N.A. June 2011 - November 2012
OneWest Bank FSB June 2010 - June 2011
Cal National Bank June 2008 - May 2010
Bank of Tokyo-Mitsubishi UFJ August 2007 - January 2008
Bank of America May 2006 - August 2007
Skills
Fraud, Financial Risk, USA PATRIOT Act, Risk Management, Compliance, Bank Secrecy Act, OFAC, Banking, AML, Risk Assessment, Due Diligence, Loans, KYC, Financial Analysis, Operational Risk..., Operational Risk, Securities, Retail Banking, Internal Audit, Enterprise Risk..., Anti Money Laundering, Analysis, Auditing, Cash Management, Corporate Governance, Credit, Credit Risk, FCPA, FINRA, Finance, Financial Institutions, Financial Regulation, Financial Services, Forensic Accounting, Internal Controls, Investigation, Investment Banking, Payments, Private Banking, Private Investigations, Regulations, Sanction, Sarbanes-Oxley Act, Transaction Processing
Education
University of California, Riverside 2000 — 2004
B.A., Psychology/Law & Society
Bank of the West April 2014 - Present
Wedbush Bank August 2013 - November 2013
Citibank, N.A. December 2012 - July 2013
HSBC USA, N.A. June 2011 - November 2012
OneWest Bank FSB June 2010 - June 2011
Cal National Bank June 2008 - May 2010
Bank of Tokyo-Mitsubishi UFJ August 2007 - January 2008
Bank of America May 2006 - August 2007
Skills
Fraud, Financial Risk, USA PATRIOT Act, Risk Management, Compliance, Bank Secrecy Act, OFAC, Banking, AML, Risk Assessment, Due Diligence, Loans, KYC, Financial Analysis, Operational Risk..., Operational Risk, Securities, Retail Banking, Internal Audit, Enterprise Risk..., Anti Money Laundering, Analysis, Auditing, Cash Management, Corporate Governance, Credit, Credit Risk, FCPA, FINRA, Finance, Financial Institutions, Financial Regulation, Financial Services, Forensic Accounting, Internal Controls, Investigation, Investment Banking, Payments, Private Banking, Private Investigations, Regulations, Sanction, Sarbanes-Oxley Act, Transaction Processing
Education
University of California, Riverside 2000 — 2004
B.A., Psychology/Law & Society
Linda Saenz's Wedbush Bank Experience October 2007 - September 2012
Job AVP, Assistant Compliance Officer & Assistant BSA Officer
Industry Banking
Experience
California Republic Bank October 2012 - Present
Wedbush Bank October 2007 - September 2012
City National Bank October 1997 - October 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Consumer Lending, Underwriting, Private Banking, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Software Documentation, Bank Secrecy Act
Education
California State University-Northridge 1985 — 1989
Bachelors, Liberal Arts and Sciences/Liberal Studies, minor in Mathematics
California Republic Bank October 2012 - Present
Wedbush Bank October 2007 - September 2012
City National Bank October 1997 - October 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Consumer Lending, Underwriting, Private Banking, Commercial Mortgages, Lines Of Credit, Mortgage Lending, Software Documentation, Bank Secrecy Act
Education
California State University-Northridge 1985 — 1989
Bachelors, Liberal Arts and Sciences/Liberal Studies, minor in Mathematics
Christopher Colella's Wedbush Bank Experience September 2010 - October 2013
Job at
Industry Banking
Experience
Commercial Bank of California October 2013 - Present
Wedbush Bank September 2010 - October 2013
Education
Pacific Coast Banking School 2001 — 2003
Graduate Level Banking School
Arizona State University 1982 — 1987
Bachelor of Science (BS), Business Administration/Finance, 3.87
Commercial Bank of California October 2013 - Present
Wedbush Bank September 2010 - October 2013
Education
Pacific Coast Banking School 2001 — 2003
Graduate Level Banking School
Arizona State University 1982 — 1987
Bachelor of Science (BS), Business Administration/Finance, 3.87
Malinda Okerlund's Wedbush Bank Experience 2012 - Present
Job Banking Professional
Industry Banking
Experience
Wedbush Bank 2012 - Present
Wells Fargo June 2007 - August 2012
Skills
Finance, Government, Budgets, Credit
Education
Brigham Young University
Master of Public Administration (MPA)
Wedbush Bank 2012 - Present
Wells Fargo June 2007 - August 2012
Skills
Finance, Government, Budgets, Credit
Education
Brigham Young University
Master of Public Administration (MPA)