Western Independent Bankers
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Western Independent Bankers Employees
Employee
Years
Job
Industry
Travis Gorney Travis Gorney's Western Independent Bankers Experience January 2014 - Present
Job Product and Services Coordinator at Western Independent Bankers
Industry Banking
Experience
Western Independent Bankers January 2014 - Present
Self-employed March 2007 - October 2013
Arizona Biltmore Resort and Spa January 2006 - April 2007
GB Restaurants March 2003 - November 2005
Skills
Sales, Customer Service, Event Management, Marketing
Education
Arizona State University 2008 — 2010
Bachelor's degree, Political Science
Glendale Community College 2006 — 2008
Associate's degree, Business
Western Independent Bankers January 2014 - Present
Self-employed March 2007 - October 2013
Arizona Biltmore Resort and Spa January 2006 - April 2007
GB Restaurants March 2003 - November 2005
Skills
Sales, Customer Service, Event Management, Marketing
Education
Arizona State University 2008 — 2010
Bachelor's degree, Political Science
Glendale Community College 2006 — 2008
Associate's degree, Business
Rebecca Mulligan Santos Rebecca Mulligan Santos's Western Independent Bankers Experience October 2013 - Present
Job Marketing at Western Independent Bankers
Industry Financial Services
Experience
Western Independent Bankers October 2013 - Present
Hult International Business School March 2013 - August 2013
Solvay February 2011 - March 2011
Skills
Creativity, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Market Research, Teamwork, Marketing Strategy, Social Media, Marketing Communications, Digital Marketing, Social Media Marketing, Advertising, Public Speaking, Analysis, Event Planning, Spanish, Event Management, Public Relations, Marketing Research, Time Management, SEO, Management, Online Marketing
Education
Hult International Business School 2012 — 2013
Master's degree, International Marketing, 3.64 GPA
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 2009 — 2012
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Universidad Carlos III de Madrid 2008 — 2009
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Oglethorpe University
Western Independent Bankers October 2013 - Present
Hult International Business School March 2013 - August 2013
Solvay February 2011 - March 2011
Skills
Creativity, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Market Research, Teamwork, Marketing Strategy, Social Media, Marketing Communications, Digital Marketing, Social Media Marketing, Advertising, Public Speaking, Analysis, Event Planning, Spanish, Event Management, Public Relations, Marketing Research, Time Management, SEO, Management, Online Marketing
Education
Hult International Business School 2012 — 2013
Master's degree, International Marketing, 3.64 GPA
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 2009 — 2012
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Universidad Carlos III de Madrid 2008 — 2009
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Oglethorpe University
Tarita Whittingham's Western Independent Bankers Experience September 2014 - Present
Job VP, Education Development at Western Independent Bankers
Industry Financial Services
Experience
Western Independent Bankers September 2014 - Present
Citibank November 2009 - May 2014
Wells Fargo November 2007 - November 2009
Wells Fargo March 2005 - November 2007
Wells Fargo November 2002 - March 2005
American Express June 2001 - August 2001
CMP Media 1995 - 2000
Skills
Marketing Strategy, Marketing, Strategic Planning, Business Development, Product Marketing, Marketing Communications, Strategy, Competitive Analysis, Sales, Direct Marketing, Product Management, Budgets, Marketing Event Planning, Agency Relationship..., Advertising, Program Management, Segmentation, Management, Cross-functional Team...
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
Chapman University 1992 — 1995
BA
Universidad de Salamanca 1994 — 1994
Western Independent Bankers September 2014 - Present
Citibank November 2009 - May 2014
Wells Fargo November 2007 - November 2009
Wells Fargo March 2005 - November 2007
Wells Fargo November 2002 - March 2005
American Express June 2001 - August 2001
CMP Media 1995 - 2000
Skills
Marketing Strategy, Marketing, Strategic Planning, Business Development, Product Marketing, Marketing Communications, Strategy, Competitive Analysis, Sales, Direct Marketing, Product Management, Budgets, Marketing Event Planning, Agency Relationship..., Advertising, Program Management, Segmentation, Management, Cross-functional Team...
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
Chapman University 1992 — 1995
BA
Universidad de Salamanca 1994 — 1994
Erin Jester Erin Jester's Western Independent Bankers Experience July 2015 - Present
Job Director, Member Development
Industry Banking
Experience
Western Independent Bankers July 2015 - Present
The Risk Management Association November 2007 - July 2015
Comerica Bank December 2002 - June 2006
Bank of America 2000 - 2002
Bank of America 2000 - 2002
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Analysis, Lines Of Credit, Loans, Portfolio Management, Real Estate, Relationship Management, Small Business Lending, Underwriting
Education
California State University, Fresno 1994 — 2000
Western Independent Bankers July 2015 - Present
The Risk Management Association November 2007 - July 2015
Comerica Bank December 2002 - June 2006
Bank of America 2000 - 2002
Bank of America 2000 - 2002
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Analysis, Lines Of Credit, Loans, Portfolio Management, Real Estate, Relationship Management, Small Business Lending, Underwriting
Education
California State University, Fresno 1994 — 2000
Nancy Jennings's Western Independent Bankers Experience July 1989 - Present
Job VP, Communications at Western Independent Bankers
Industry Financial Services
Experience
Western Independent Bankers July 1989 - Present
Shereen Travels Cheap August 2010 - Present
California Bankers Association 1986 - 1989
Skills
Marketing, Budgets, Marketing Strategy, Event Management, Banking, Project Management, Strategic Planning, Strategy, Email Marketing, Marketing Communications, Leadership, Business Development, Market Research, Program Management, Event Planning, Management
Education
California State University-East Bay 1981 — 1985
BA, Mass Communication
Western Independent Bankers July 1989 - Present
Shereen Travels Cheap August 2010 - Present
California Bankers Association 1986 - 1989
Skills
Marketing, Budgets, Marketing Strategy, Event Management, Banking, Project Management, Strategic Planning, Strategy, Email Marketing, Marketing Communications, Leadership, Business Development, Market Research, Program Management, Event Planning, Management
Education
California State University-East Bay 1981 — 1985
BA, Mass Communication
Anne K. Scully's Western Independent Bankers Experience December 2000 - March 2011
Job Consultant, Strategy and Business Development at Pension Benefit Information
Industry Financial Services
Experience
Pension Benefit Information January 2015 - Present
Intermedium Financial June 2013 - Present
CFA Society of San Francisco May 2011 - April 2012
Western Independent Bankers December 2000 - March 2011
Independent Brokers & Agents of the West July 1998 - December 2000
California Association of Insurance and Financial Advisors January 1997 - June 1998
AstraZeneca February 1994 - April 1996
National Association of Realtors May 1988 - May 1993
U.S. Senate-Hon. John Heinz, III (R-PA) April 1986 - May 1988
U.S. House of Representatives-Financial Services Committee April 1984 - April 1986
Skills
Strategic Planning, Program Management, Business Development, Banking, Financial Services, Leadership, Marketing, Business, Management, Investments, Finance, Public Policy, Strategy, Portfolio Management, Asset Management, Association Management, Executive Management, Marketing Communications, Public / government..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Communications (crisis..., Financial Markets, Strategic partnerships..., Legal Compliance
Education
Harvard University Kennedy School of Government 2005 — 2005
Senior Executive Program--Women & Power
George Mason University School of Law
Juris Doctorate (JD)
University of Virginia
BA, International Relations
Pension Benefit Information January 2015 - Present
Intermedium Financial June 2013 - Present
CFA Society of San Francisco May 2011 - April 2012
Western Independent Bankers December 2000 - March 2011
Independent Brokers & Agents of the West July 1998 - December 2000
California Association of Insurance and Financial Advisors January 1997 - June 1998
AstraZeneca February 1994 - April 1996
National Association of Realtors May 1988 - May 1993
U.S. Senate-Hon. John Heinz, III (R-PA) April 1986 - May 1988
U.S. House of Representatives-Financial Services Committee April 1984 - April 1986
Skills
Strategic Planning, Program Management, Business Development, Banking, Financial Services, Leadership, Marketing, Business, Management, Investments, Finance, Public Policy, Strategy, Portfolio Management, Asset Management, Association Management, Executive Management, Marketing Communications, Public / government..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Communications (crisis..., Financial Markets, Strategic partnerships..., Legal Compliance
Education
Harvard University Kennedy School of Government 2005 — 2005
Senior Executive Program--Women & Power
George Mason University School of Law
Juris Doctorate (JD)
University of Virginia
BA, International Relations
Judie Peterson Judie Peterson's Western Independent Bankers Experience April 2000 - May 2005
Job Results Driven Consultative Sales and Relationship Building Client Manager
Industry Financial Services
Experience
Lafayette Historical Society November 2010 - Present
Lafayette Historical Society March 2009 - Present
Bank of the West June 2005 - March 2009
Western Independent Bankers April 2000 - May 2005
Pacific Coast Bankers' Bank June 1995 - March 2000
City National Information Systems May 1984 - May 1995
Education
San Jose State University 1967 — 1971
Studies in, Sociology
Lafayette Historical Society November 2010 - Present
Lafayette Historical Society March 2009 - Present
Bank of the West June 2005 - March 2009
Western Independent Bankers April 2000 - May 2005
Pacific Coast Bankers' Bank June 1995 - March 2000
City National Information Systems May 1984 - May 1995
Education
San Jose State University 1967 — 1971
Studies in, Sociology
J. David Joves J. David Joves's Western Independent Bankers Experience March 2015 - Present
Job SVP California Regional Manager
Industry Banking
Experience
Bank of Guam April 2011 - Present
Association of Asian American Bankers December 2009 - Present
Western Independent Bankers March 2015 - Present
Western Independent Bankers Service Corporation March 2008 - March 2015
Western Independent Bankers Service Corporation March 2008 - March 2013
MNB Holdings Corporation August 2004 - February 2011
Mission National Bank November 1997 - February 2011
Mission National Bank November 1997 - December 2006
IAC March 1990 - October 1997
Information Access Company 1990 - 1997
Skills
Banking, Credit, Risk Management, Financial Analysis, Strategic Planning, Mergers, Commercial Banking, Team Building, Loans, Due Diligence, Investments, Business Planning, New Business Development, Budget, Financial Institutions, Business Development, Sales Management, Real Estate, Project Management, Commercial Lending
Education
University of San Francisco - Masagung Graduate School of Management 1994 — 1997
Master of Business Administration (MBA)
University of California, Davis 1985 — 1989
BS, Economics
Bank of Guam April 2011 - Present
Association of Asian American Bankers December 2009 - Present
Western Independent Bankers March 2015 - Present
Western Independent Bankers Service Corporation March 2008 - March 2015
Western Independent Bankers Service Corporation March 2008 - March 2013
MNB Holdings Corporation August 2004 - February 2011
Mission National Bank November 1997 - February 2011
Mission National Bank November 1997 - December 2006
IAC March 1990 - October 1997
Information Access Company 1990 - 1997
Skills
Banking, Credit, Risk Management, Financial Analysis, Strategic Planning, Mergers, Commercial Banking, Team Building, Loans, Due Diligence, Investments, Business Planning, New Business Development, Budget, Financial Institutions, Business Development, Sales Management, Real Estate, Project Management, Commercial Lending
Education
University of San Francisco - Masagung Graduate School of Management 1994 — 1997
Master of Business Administration (MBA)
University of California, Davis 1985 — 1989
BS, Economics
Karman V. Wright, MPA Karman V. Wright, MPA's Western Independent Bankers Experience February 2014 - Present
Job Education Coordinator at Western Independent Bankers Association
Industry Program Development
Experience
WESTERN INDEPENDENT BANKERS February 2014 - Present
WESTCOAST CHILDREN'S CLINIC October 2013 - February 2014
CITY AND COUNTY OF SAN FRANCISCO, DEPARTMENT OF EMERGENCY MANAGEMENT December 2012 - October 2013
WESTERN AREA POWER ADMINISTRATION, DEPARTMENT OF ENERGY September 2011 - September 2012
EMPLOYMENT DEVELOPMENT DEPARTMENT, STATE OF CALIFORNIA September 2009 - July 2011
ALTA BATES HOSPITAL May 2003 - June 2008
Skills
Government, Policy Analysis, Public Speaking, Public Policy, Research, Policy, PowerPoint, Customer Service, Project Planning, Data Entry, Data Analysis, Data Management, Project Management, Microsoft Office, Program Management, Analysis, Training, Management, Strategic Planning, Editing, Community Outreach, Qualitative Research, Nonprofits, Microsoft Word
Education
University of San Francisco 2010 — 2012
Masters of Public Administration
University of California, Davis
B.A, Sociology
WESTERN INDEPENDENT BANKERS February 2014 - Present
WESTCOAST CHILDREN'S CLINIC October 2013 - February 2014
CITY AND COUNTY OF SAN FRANCISCO, DEPARTMENT OF EMERGENCY MANAGEMENT December 2012 - October 2013
WESTERN AREA POWER ADMINISTRATION, DEPARTMENT OF ENERGY September 2011 - September 2012
EMPLOYMENT DEVELOPMENT DEPARTMENT, STATE OF CALIFORNIA September 2009 - July 2011
ALTA BATES HOSPITAL May 2003 - June 2008
Skills
Government, Policy Analysis, Public Speaking, Public Policy, Research, Policy, PowerPoint, Customer Service, Project Planning, Data Entry, Data Analysis, Data Management, Project Management, Microsoft Office, Program Management, Analysis, Training, Management, Strategic Planning, Editing, Community Outreach, Qualitative Research, Nonprofits, Microsoft Word
Education
University of San Francisco 2010 — 2012
Masters of Public Administration
University of California, Davis
B.A, Sociology
Gina Escober Gina Escober's Western Independent Bankers Experience August 2000 - August 2005
Job Independent Meeting Planner
Industry Events Services
Experience
CVH Events January 2006 - Present
Western Independent Bankers August 2000 - August 2005
SEMI October 1996 - August 2000
Hyatt at Fisherman's Wharf July 1992 - October 1996
Skills
Budget Allocation, Client Communication, Content Development, Customer Relations, Customer Service, Contract Negotiation, Internal Communications, Problem Solving, Project Management, Strategic Planning, Vendor Management, Budgets, Event Planning, Trade Shows, Event Management, Team Building, Program Management, Registration, Business Development, Project Planning, Leadership, Management, New Business Development, Sales, Marketing Communications, Marketing Strategy, Sponsorship, Training, Strategy, Logistics, Incentives, Nonprofits, Location Intelligence, Venue Relations, Hospitality, Marketing, Hotels, Wedding Planning
Education
Golden Gate University 1988 — 1992
BS, Hotel, Restaurant &Toursim Mgmt
CVH Events January 2006 - Present
Western Independent Bankers August 2000 - August 2005
SEMI October 1996 - August 2000
Hyatt at Fisherman's Wharf July 1992 - October 1996
Skills
Budget Allocation, Client Communication, Content Development, Customer Relations, Customer Service, Contract Negotiation, Internal Communications, Problem Solving, Project Management, Strategic Planning, Vendor Management, Budgets, Event Planning, Trade Shows, Event Management, Team Building, Program Management, Registration, Business Development, Project Planning, Leadership, Management, New Business Development, Sales, Marketing Communications, Marketing Strategy, Sponsorship, Training, Strategy, Logistics, Incentives, Nonprofits, Location Intelligence, Venue Relations, Hospitality, Marketing, Hotels, Wedding Planning
Education
Golden Gate University 1988 — 1992
BS, Hotel, Restaurant &Toursim Mgmt
Cynde Youll's Western Independent Bankers Experience January 1998 - December 2013
Job On the road to new adventures...
Industry Nonprofit Organization Management
Experience
Western Independent Bankers January 1998 - December 2013
Northern California Human Resources Association March 1995 - October 1997
Western Independent Bankers January 1985 - February 1995
Education
Heald College 1984 — 1985
Associate of Arts (AA), Business Administration and Management, General
University of California, Davis 1980 — 1983
Textiles & Clothing
Western Independent Bankers January 1998 - December 2013
Northern California Human Resources Association March 1995 - October 1997
Western Independent Bankers January 1985 - February 1995
Education
Heald College 1984 — 1985
Associate of Arts (AA), Business Administration and Management, General
University of California, Davis 1980 — 1983
Textiles & Clothing
Allen King Allen King's Western Independent Bankers Experience June 2015 - Present
Job Manager, Exhibits & Sponsorships
Industry Financial Services
Experience
Western Independent Bankers June 2015 - Present
The Risk Management Association January 2015 - June 2015
The Risk Management Association August 2009 - June 2015
Aflac January 2009 - May 2009
Skills
Marketing, Sales, Account Management, Strategy, Advertising, Business Development, Product Marketing, Marketing Strategy, Marketing Management, Direct Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Digital Marketing, Lead Generation, Customer Service, Microsoft Excel, Management, Microsoft Office, Banking
Education
Penn State University 2005 — 2009
Bachelor's degree, Management and Marketing
Springfield High School
Western Independent Bankers June 2015 - Present
The Risk Management Association January 2015 - June 2015
The Risk Management Association August 2009 - June 2015
Aflac January 2009 - May 2009
Skills
Marketing, Sales, Account Management, Strategy, Advertising, Business Development, Product Marketing, Marketing Strategy, Marketing Management, Direct Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Digital Marketing, Lead Generation, Customer Service, Microsoft Excel, Management, Microsoft Office, Banking
Education
Penn State University 2005 — 2009
Bachelor's degree, Management and Marketing
Springfield High School
Nancy Sheppard's Western Independent Bankers Experience 1988 - 2013
Job Corporate Director Candidate Advisor & Matchmaker | Gender Diversity Speaker | CEO & Board Experience
Industry Executive Office
Experience
Women2Boards January 2014 - Present
Western Independent Bankers 1988 - 2013
California Bankers Association 1980 - 1988
U.S. House of Representatives 1971 - 1977
Skills
Banking, Executive Management, Management, Strategic Planning, Start-ups, Public Speaking, Mergers & Acquisitions, Financial Institutions, Leadership, Strategy, Financial Services, Program Management, Business Strategy, Team Building, Marketing Strategy, Entrepreneurship, Governance, Business Planning, Coaching, Leadership Development, Event Management, Executive Coaching, Gender Equality, Gender Diversity
Education
California Intermediate Banking School
Certification, Banking
The George Washington University
Legislative Affairs Graduate Program
East Carolina University
BA, Political Science
Women2Boards January 2014 - Present
Western Independent Bankers 1988 - 2013
California Bankers Association 1980 - 1988
U.S. House of Representatives 1971 - 1977
Skills
Banking, Executive Management, Management, Strategic Planning, Start-ups, Public Speaking, Mergers & Acquisitions, Financial Institutions, Leadership, Strategy, Financial Services, Program Management, Business Strategy, Team Building, Marketing Strategy, Entrepreneurship, Governance, Business Planning, Coaching, Leadership Development, Event Management, Executive Coaching, Gender Equality, Gender Diversity
Education
California Intermediate Banking School
Certification, Banking
The George Washington University
Legislative Affairs Graduate Program
East Carolina University
BA, Political Science
Brian Hutto's Western Independent Bankers Experience August 2011 - December 2012
Job
Industry Events Services
Experience
Western Independent Bankers August 2011 - December 2012
Hotel Nikko San Francisco September 2010 - July 2011
Hilton San Francisco Financial District June 2006 - September 2010
Investors Bank & Trust Company 2001 - 2006
Education
University of Louisville 1984 — 1988
Bachelor of Science, Business
Western Independent Bankers August 2011 - December 2012
Hotel Nikko San Francisco September 2010 - July 2011
Hilton San Francisco Financial District June 2006 - September 2010
Investors Bank & Trust Company 2001 - 2006
Education
University of Louisville 1984 — 1988
Bachelor of Science, Business
Jean Yee's Western Independent Bankers Experience June 2014 - November 2014
Job Education Content Consultant at Western Independent Bankers
Industry Banking
Experience
Western Independent Bankers June 2014 - November 2014
Mechanics Bank 2006 - 2014
Bank of America 2000 - 2004
Bank of America 1998 - 2000
Bank of America 1988 - 1998
Bank of America 1978 - 1988
Skills
Retail Banking, Financial Analysis, Credit policy..., Commercial lending, Small business lending, Project management, Credit Training, Management training, Process development, Change management, Corporate giving, Change Management, Project Management, Management, Financial Risk, Finance, Mortgage Lending, Management Development, Process Simulation, Leadership, Internet Banking, Philanthropy, Credit Risk, Loan Origination, Commercial Lending, Small Business Lending
Education
Saint Mary's College of California 1980 — 1982
MBA, Management
University of California, Berkeley
BA, Interdisciplinary Subjects
Western Independent Bankers June 2014 - November 2014
Mechanics Bank 2006 - 2014
Bank of America 2000 - 2004
Bank of America 1998 - 2000
Bank of America 1988 - 1998
Bank of America 1978 - 1988
Skills
Retail Banking, Financial Analysis, Credit policy..., Commercial lending, Small business lending, Project management, Credit Training, Management training, Process development, Change management, Corporate giving, Change Management, Project Management, Management, Financial Risk, Finance, Mortgage Lending, Management Development, Process Simulation, Leadership, Internet Banking, Philanthropy, Credit Risk, Loan Origination, Commercial Lending, Small Business Lending
Education
Saint Mary's College of California 1980 — 1982
MBA, Management
University of California, Berkeley
BA, Interdisciplinary Subjects