Catherine Simms work email
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Catherine Simms personal email
Deep financial analysis skills used to advise clients on their asset and liability management. Effective writing skills to identify key risks and mitigants for presentations to gain approval from senior management. Over 10 years experience on non-profit boards and active member of finance and audit committees.Recent invited speaker at an international conference. My chosen topic was the importance of financial literacy for women. Invited speaker on banking and credit.
The Patron Saints Foundation
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Board MemberThe Patron Saints Foundation Jul 2016 - PresentPasadena, CaThe Patron Saints Foundation was organized in 1986 as a not-for-profit corporation to sponsor charitable, scientific, and educational health care programs in the San Gabriel Valley.
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Co-Chair International Projects CommitteeRotary Club Of Pasadena Jul 2017 - Jun 2019Pasadena, CaReview seek and evaluate grant requests for international projects. We gained approval of a Global Grant from Rotary International Foundation together with a Rotary Club in Chennai, India and monitor the progress to provide 225 life saving heart surgeries for children and youth.
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Co-Chair Community GrantsRotary Club Of Pasadena Jul 2016 - Jun 2018Pasadena, CaWe issue close to $40,000 annually in grants to non-profits serving Pasadena residents or homeless served in Pasadena.
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Senior Private BankerWells Fargo Bank May 2006 - Aug 2015Pasadena, CaDeveloped relationships with commercial real estate owners to structure, underwrite, negotiate purchase and refinance credit facilities. Collaborated with credit analysts to gain approval through Credit Administrators. Coordinated a team of specialists to provide wealth management services, including banking, credit, investment management, trust and estate services, as well as risk management.Earned Series 7, 66 and Insurance Licenses -
Vice President And Senior Private BankerUnited States Trust Company, N.A. 2000 - 2006Los AngelesMarketed credit and deposit products, investment management, and trust administration with high net worth clients. Analyzed financial, tax and credit requirements of clients. Advised clients on their asset and liability management. -
Vice PresidentFirst Union Securities, Inc. 1996 - 2000Los AngelesInitiated and expanded multi-tiered relationships with mortgage banking clients. Structured, syndicated, and negotiated multi-bank credit facilities. Supervised associates' analytical work and trained new associates to facilitate credit approval presentations. -
Vice PresidentFirst Interstate Bank Jul 1978 - 1996Greater Los Angeles AreaUnderwrote and presented loan packages for credit review to provide lending to large publicly traded mortgage companies. Developed, structured, and syndicated agency relationships. Experience includes commercial real estate mortgages, real estate workouts, and health care industry.
Catherine Simms Skills
Catherine Simms Education Details
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Finance, General -
Psychology
Frequently Asked Questions about Catherine Simms
What company does Catherine Simms work for?
Catherine Simms works for The Patron Saints Foundation
What is Catherine Simms's role at the current company?
Catherine Simms's current role is Board Member at The Patron Saints Foundation.
What is Catherine Simms's email address?
Catherine Simms's email address is si****@****ell.net
What schools did Catherine Simms attend?
Catherine Simms attended Usc Marshall School Of Business, Azusa Pacific University.
What are some of Catherine Simms's interests?
Catherine Simms has interest in Social Services, Children, Education, Health.
What skills is Catherine Simms known for?
Catherine Simms has skills like Loans, Investments, Banking, Wealth Management, Financial Analysis, Private Banking, Wealth Management Services, Risk Management, Mortgage Lending, Credit, Commercial Banking, Commercial Lending.
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Catherine Simms
New York City Metropolitan Area2whineranddiner.net, optonline.net1 (203)-3XXXXXXX
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5gmail.com, devinemillimet.com, nkms.com, rathlaw.com, nkmlawyers.com4 +160364XXXXX
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Catherine Simms
Digital Sales At Adp | Human Resources | Global Payroll | Cloud Hcm | Saas | TechnologyPittsburgh, Pa
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