Experience

Mega Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President

  • Dec 2020 - Present



EverTrust Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President

  • Apr 2013 - Oct 2021



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Private Banker

  • May 2012 - Mar 2013

  Private Banker at Wells Fargo Private Banker at Wells Fargo



First Bank

• Banking
• 700 & Above Employee

• Senior Vice President

  • Apr 1998 - Oct 2011

  Responsible for the origination, underwriting and administration of a diverse portfolio of construction and mini-perm loans for public and private real estate investors and development companies for residential and income-producing projects located primarily in California. From 1999 thru 2007, was the Bank's top producer for loan origination, loan fees, and deposit generation. During the same period, handled a loan portfolio with commitments that exceeded $350 million and outstanding balances of over $240 million. Closed over $1.3 billion in project loans and revolving lines of credit since 1998 and generating over $20 million in loan fees. Loans have included funds for office, industrial, retail, multi-family, for sale single-family (custom, semi-custom, tract, and condos), land development, land acquisition, and golf courses. Show less



SANWA BANK CALIFORNIA

• Vice President

  • Dec 1988 - Apr 1998

  Responsible for the origination and administration of interim construction and mini-perm loans of up to $20 million on both income producing and for sale residential and commercial projects located throughout California. Consistently ranked among the Bank's top producers, portfolio consisted of mini-perm, project-specific construction loans, committed guidance facilities for tax-exempt multi-family housing, secured revolvers, and unsecured loans for investors and developers. Responsible for the origination and administration of interim construction and mini-perm loans of up to $20 million on both income producing and for sale residential and commercial projects located throughout California. Consistently ranked among the Bank's top producers, portfolio consisted of mini-perm, project-specific construction loans, committed guidance facilities for tax-exempt multi-family housing, secured revolvers, and unsecured loans for investors and developers.



PSB Realty Corporation

• Costa Mesa, California

• Financial Analyst & Project Coordinator

  • Dec 1985 - Aug 1988

  Responsible for the financial analysis and tracking the development of six multi-family joint ventures located in California. The position included direct contact with developers, contractors, brokers, appraisers, and take-out lenders, on projects controlled by PSB Realty. Duties included construction loan monitoring, review of change orders, project schedules, address legal matters, job cost analysis and property management issues for over 1000 units, valued in excess of $80 million. Additional responsibilities included the review and evaluation of new project acquisitions and dispositions of both multi-family and retail projects owned by PSB Realty. I assisted in all phases of the development process including financial analysis, due diligence procedures, and preparation of Investment Committee proposals. Show less