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Bernadette Pfeifer Email & Phone Number

Portfolio Manager at California Bank & Trust at California Bank & Trust
Location: Newport Beach, California, United States 5 work roles 2 schools
2 work emails found @calbanktrust.com 2 phones found area 714 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email b****@calbanktrust.com
Direct phone (714) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio Manager at California Bank & Trust
Location
Newport Beach, California, United States
Company size

Who is Bernadette Pfeifer? Overview

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Quick answer

Bernadette Pfeifer is listed as Portfolio Manager at California Bank & Trust at California Bank & Trust, a company with 1314 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at calbanktrust.com, phone signal with area code 714, and a matched LinkedIn profile for Bernadette Pfeifer.

Bernadette Pfeifer previously worked as Portfolio Manager at California Bank & Trust and Banker Development Program Supervisor at California Bank & Trust. Bernadette Pfeifer holds Bachelor Of Science - Bs, Business Administration And Management, General from Chapman University.

Company email context

Email format at California Bank & Trust

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{first}.{last}@calbanktrust.com
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AeroLeads found 2 current-domain work email signals for Bernadette Pfeifer. Compare company email patterns before reaching out.

Profile bio

About Bernadette Pfeifer

Bernadette Pfeifer is a Portfolio Manager at California Bank & Trust at California Bank & Trust. She possess expertise in leadership, teamwork, time management, event planning, public speaking and 5 more skills. She is proficient in Spanish.

Listed skills include Leadership, Teamwork, Time Management, Event Planning, and 6 others.

Current workplace

Bernadette Pfeifer's current company

Company context helps verify the profile and gives searchers a useful next step.

California Bank & Trust
California Bank & Trust
Portfolio Manager at California Bank & Trust
san diego, california, united states
Employees
1314
AeroLeads page
5 roles

Bernadette Pfeifer work experience

A career timeline built from the work history available for this profile.

Banker Development Program Supervisor

Current
  • Directly supervise a team of analysts, providing guidance, mentorship, and coaching as needed
  • Ensure that program is running smoothly and efficiently, meeting or exceeding all quality standards and enterprise expectations
  • Develop long-term goals and objectives for each program, and create annual plans for implementation and evaluation
  • Review program success on a regular basis, identifying areas of improvement and developing strategies for addressing any issues (i.e. hiring, retention, training & rotation schedule)
  • Serve as the primary point of contact for BDP analysts & rotation managers, maintaining positive relationships and resolving any problems or concerns
  • Attend all relevant meetings, including with Enterprise Learning & Development, and provide updates on program progress and challenges
Feb 2022 - Present

Commercial Credit Analyst Iii

Orange County, California Area

  • Responsible for managing and servicing a portfolio of existing loan relationships.
  • Responsible for expanding and building relationships with a high degree of resultant customer satisfaction.
  • Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and.
  • Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
  • Assists bankers with new and existing loan requests and other special projects.
Jun 2019 - Feb 2024

Marketing Intern

Peace Halo Jewelry

Huntington Beach, California

  • Organized and catalogued ready-made jewelry and gem, jewel, and diamond pieces for sale on company website
  • Photographed and edited over 200 jewelry items photos to be used on company social media and website using Photoshop
  • Supported sales managers in preparation for trade shows, pop-up location and in-store sales
Jun 2018 - Aug 2018

Commercial Real Estate Development Intern

Newport Beach, CA

  • Prepared financial deliverables for potential investors such as rent rolls, cost estimations and financial projections
  • Generated Common Area maintenance projections and financial exhibits for a $48.5MM property outside of Philadelphia
  • Reviewed and edited a diverse collection of real estate contracts and documents such as entitlement, consulting service and construction management agreements
  • Supported CEO in team expansion through creating job listings, hiring contracts and organizational charts
May 2017 - Dec 2017
Team & coworkers

Colleagues at California Bank & Trust

Other employees you can reach at calbanktrust.com. View company contacts for 1314 employees →

2 education records

Bernadette Pfeifer education

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: Pi Beta Phi, University Program Board, Walk Down Wall StreetPi Beta Phi - an initiated member of the Fall 2015.

Study Abroad, Business Administration

Activities and Societies: English Second Language Student Teacher at Liceo Artistico PinturicchioStudy Abroad Courses: Elementary Italian.

FAQ

Frequently asked questions about Bernadette Pfeifer

Quick answers generated from the profile data available on this page.

What company does Bernadette Pfeifer work for?

Bernadette Pfeifer works for California Bank & Trust.

What is Bernadette Pfeifer's role at California Bank & Trust?

Bernadette Pfeifer is listed as Portfolio Manager at California Bank & Trust at California Bank & Trust.

What is Bernadette Pfeifer's email address?

AeroLeads has found 2 work email signals at @calbanktrust.com for Bernadette Pfeifer at California Bank & Trust.

What is Bernadette Pfeifer's phone number?

AeroLeads has found 2 phone signal(s) with area code 714 for Bernadette Pfeifer at California Bank & Trust.

Where is Bernadette Pfeifer based?

Bernadette Pfeifer is based in Newport Beach, California, United States while working with California Bank & Trust.

What companies has Bernadette Pfeifer worked for?

Bernadette Pfeifer has worked for California Bank & Trust, Peace Halo Jewelry, and Summit Development Corporation.

Who are Bernadette Pfeifer's colleagues at California Bank & Trust?

Bernadette Pfeifer's colleagues at California Bank & Trust include Ashley Lawrence, Frank Lee, Stephanie Oleson, Leah Tafoya-Carpenter, and Rodney Watson.

How can I contact Bernadette Pfeifer?

You can use AeroLeads to view verified contact signals for Bernadette Pfeifer at California Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Bernadette Pfeifer attend?

Bernadette Pfeifer holds Bachelor Of Science - Bs, Business Administration And Management, General from Chapman University.

What skills is Bernadette Pfeifer known for?

Bernadette Pfeifer is listed with skills including Leadership, Teamwork, Time Management, Event Planning, Public Speaking, Microsoft Office, Spanish, and Microsoft Powerpoint.

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