Experience

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  Union bank

  Sept 1992 - Jun 2010

  Vice president

  "Branch Manager"of the Year 2009Greater Los Angeles Area - 144 Offices12/2004-2010 Last Position VP & Manager of a Banking Center OfficeDual Managed an Instore Banking Office with a staff of 15 (Date: 2005/2006)12/1999- 12/2004Regional Sales Officer oversaw the training and sales coaching of 33 Offices - Financial Service OfficersReceived numerous awards, 6 Diamond Club Awards 6 Qtrs in a row2nd Place in Wealth Management Achievement - Our Financial Adviser was #1 in the State of CA - 2009 Show less

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  Score mentors las vegas

  Oct 2004 - now

  Chapter chair

  AnnouncementSCORE Las Vegas Chapter ChairI am pleased to announce that Janet Hartley has accepted the position as chapter chair for SCORE Las Vegas. Janet has been an active member of SCORE Las Vegas for the past four years serving as the volunteer intake coordinator, women’s initiative participant and Vegas Chamber liaison. She also was a member of Ventura County SCORE prior to relocating to Las Vegas. Janet’s professional career was 35 years in commercial banking and wealth management including several management positions. She has also held various leadership positions in Rotary and as a non-profit board member.Janet will begin as chapter chair on September 1st. In the meantime, she will be attending SCORE’s Virtual Leadership Conference in early August along with some vacation travel.Please join me in welcoming Janet into this new role. I anticipate that SCORE Las Vegas will grow and flourish under Janet’s leadership and with the support of its volunteers.Respectively,Gregory TwedtNevada District Director Show less

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  Rotary international

  Mar 2005 - Jun 2016

  Incoming club Secretary, one of the largest clubs in the Conjeo Valley with a club size of approximately 140 members strong. Joined this club in May 2011.Rotary International is a 1 Million member plus "Non Profit Service Organization". With service clubs throughout the World. Its misson is to erratcate Polio in countries that do not have clean water and to bulid water stations for sustainable usage and to offer vacinations and education. To become a member to volunteer or to find out about Rotarty; go to www.rotary.org Show less Active member of Rotary International - Thousand OaksCurrent PositionSecretary - Thousand OaksHave held the following positions for the Granada Hills ClubRepresented The Granada Hills Rotary Club in the 2011 Tournament of Roses Parade as the "First Korean Women President in the District". Rode on the Float " Building Dreams, Friendships and Memories"President 2010-2011Past President 2011-2012President Elect 2009-2010Secretary - Rotary Foundation 2009-2010Thousand Oaks ClubClub Secretary 2013-2014 Show less Past Club President of The Granada Hills Rotary Club, founded in 1946 - one of the oldest clubs in the North Valley (San Fernando Valley) Rotary International is a 1 Million member plus "Non Profit Service Organization". With service clubs throughout the World. Its misson is to erratcate Polio in countries that do not have clean water and to bulid water stations for sustainable usage and to offer vacinations and education. To become a member to volunteer or to find out about Rotarty; go to www.rotary.org. Our Recent community projects for The Granada Hills Rotarty Club - AYSO - Blood Drive October 2011 for the North Valley and District 5260. In-Coming 2013-2014 Secretary ---Thousand Oaks Rotary Club Ongoing Community Events - Street Fair - October, Wine Fesitval, and Chili Cook off coming this Spring Show less

  • Past Secretary, Thousand Oaks Club

    May 2012 - Jun 2016

  • Past President-Granada Hills

    Jan 2005 - May 2012

  • Past President

    Mar 2005 - Jun 2011
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  U.s. bank

  Jun 2010 - Jun 2013

  Vice president

  I have been in the banking field 30+ years specializing in the Financial Wealth Management and Commercial Banking arena. I have extensive Small Business Lending Experience - SBA and Small Business - Sales of $5,000,000 and under . I worked for US Bank which is the 5th largest bank in the US and the 2nd largest Real Estate Home Loan Originator in the US. We operate in 25 States with 3300+ Retail Banking Offices to serve you and your clients.I specialized in Managing Small Business Clients with their financial, lending and deposit management needs. Oversee the sales management and operations of a retail banking center. Coach and managed a staff of 6.Work closely with 6 partners that specialize in Wealth Management, Commercial Real Estate Financing, Real Estate Home Loans, Financial Services and Investments and Payment Solutions/Cash Mangement priducts and services.I personally managed the accounts of Small Business Owners-and their associates. I personaly managed the top 200 Affluent clients and I partnered with CPA's, Lawyers and their affluent clients with their small business banking, personal banking, real estate/small business loans and long term financial retirement planning needs. I successfully brought over a client and his company with a deposit balance of $33M and co-managed with our Wealth Management Advisors. In 2012 Our Branch took 2nd place for total loan production ($17M YTD 2012, 66 Offices)Community Involvement:I held a Board of Directors, Director at Large seat and serve as an Ambassador for The Conjeo Valley Chamber of Commerce one of the largest Chambers of Commerce in the Conjeo Valley, their office is located in Westlake Village, CA.Past President of the Granada Hills Rotary Club 2010-2011Secretary 2013-2014 and Active member of the Thousand Oaks Rotary Club.I have held several past board of director positions. North Valley Regional Chamber of Commerce, YMCA, Economic Alliance of the San Fernando Valley, and PALS Show less

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  Massmutual

  Oct 2013 - Oct 2019

  Financial broker for mass mutual #0g20931

  Held a California Health, Life, Property and Casualty License October 2013-October 2019Lis Number 0G20931Mass Mutual Approved Insurance BrokerSold Insurance and Financial Investment Products to Consumers and Small Business Owners