Seasoned leader with 31 years experience. Strong ability cultivating and deepening strong client and community relationships. Committed to drive team productivity and morale.
Overview
16
16
years of professional experience
Work History
Branch Manager VP
First Foundation Bank
Laguna Hills, CA
05.2020 - 12.2023
Exceeded Deposit Growth, New Business Relationships, Lending Goals
Created "Client-Centric" culture
Implemented a team process for Fiduciary Responsibility
Recognized National Volunteer Week- Non-Profit Grant Award Winner- Achieved CRA volunteer requirement
Selected Project Team Lead for bank acquisition
Branch Manager, Vice President
Bank Of The West
Santa Ana, CA
03.2018 - 02.2020
100% Customer Service Survey
Exceeded new household consumer and business checking goals
Implemented Team Dynamic Needs Assessment increasing branch objectives and teller referrals
Selected to attend exclusive sales management conference
Coordinated business partner meetings
Branch Manager, Vice President
Farmers And Merchants Bank
Long Beach, CA
12.2014 - 02.2018
Flagship Branch
Catering to high net worth consumer and business clients.
Reviewing analyzed statements and financials, uncovering opportunities, which led to increasing branch profitability through deposit and loan growth.
Led Business Development Training for Personal Bankers
Branch Manager, Assistant Vice President
OneWest Bank
Irvine, CA
05.2008 - 12.2014
Denovo Office/Exceeded Deposit Growth First Year.
Coached and developed team, conducting regular performance reviews, positively impacting success for branch objectives
Led bank wide Branch Manager Business Development Training
Organized and led Personal Banker Meetings
Orange County Spirit of Volunteerism Award.
Education
Marina High School
Orange Coast College
Securities License 6 & 63
L & D Insurance License
Notary
Habitat For Humanity
Board Member Innovative Housing Opportunity
Board Member Boys & Girls Club
Board Member YMCA
Chamber of Commerce
Irvine, Santa Ana, Laguna Hills
Gehegan Sales Training
Skills
Communication and Negotiation
Emotional Intelligence
Financial and Business Management
Understanding of Economics
Networking
Timeline
Branch Manager VP
First Foundation Bank
05.2020 - 12.2023
Branch Manager, Vice President
Bank Of The West
03.2018 - 02.2020
Branch Manager, Vice President
Farmers And Merchants Bank
12.2014 - 02.2018
Branch Manager, Assistant Vice President
OneWest Bank
05.2008 - 12.2014
Marina High School
Orange Coast College
Securities License 6 & 63
L & D Insurance License
Notary
Habitat For Humanity
Board Member Innovative Housing Opportunity
Board Member Boys & Girls Club
Board Member YMCA
Chamber of Commerce
Irvine, Santa Ana, Laguna Hills
Gehegan Sales Training
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