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Jeanette Melton

Portfolio Manager at Bank of Southern California
Intro Book
Seasoned finance professional with 25+ years of experience in portfolio management and business development.
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Location
Orange County, California, United States, US
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Bio

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Jeanette Melton is a seasoned finance professional with 25+ years of experience in portfolio management, relationship management, and business development. She holds an MBA from Chapman University and a Bachelor's Degree in Accounting from Los Alamitos High School School.

Experience

  • Bank of Southern California
    • Irvine CA
    • Portfolio Manager
      • May 2022 - Present
      • Irvine CA

  • U.S. Bank
    • Orange County, California, United States
    • Relationship Manager
      • Feb 2021 - Present
      • Orange County, California, United States

  • Commercial Bank of California
    • Irvine, California, United States
    • VP Sr. Portfolio Manager
      • Aug 2020 - Feb 2021
      • Irvine, California, United States

  • Pacific Mercantile Bank
    • Vice President CRE Portolio Manager
      • Jan 2020 - Jul 2020

    • Vice President, Senior Relationship Manager
      • Feb 2014 - Jan 2020

  • Chase
    • Irvine CA
    • Vice President RM3
      • Jul 2012 - Feb 2014
      • Irvine CA

  • Wells Fargo
    • Orange County, California Area
    • Vice President
      • Mar 1994 - Jun 2012
      • Orange County, California Area

      Responsible for managing and growing a portfolio of business clients whose annual revenues are between $5MM-$25MM. Provide lending, deposit and treasury solutions that would assist business owners with time management as well as cash management so they can focus on growing their bottom line.

Education

  • 2001 - 2004
    Chapman University
    Master of Business Administration (M.B.A.), Finance
  • 1993 - 1997
    Chapman University
    Bachelor's Degree, Accounting
  • 1990 - 1991
    San Diego State University
    Business Administration and Management, General
  • 1986 - 1990
    Los Alamitos High School
    High School, College Prep and AP courses

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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