Catherine Simms

Catherine Simms Email and Phone Number

Board Member at The Patron Saints Foundation @
Catherine Simms's Location
Pasadena, California, United States, United States
Catherine Simms's Contact Details

Catherine Simms work email

Catherine Simms personal email

n/a
About Catherine Simms

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.

Catherine Simms's Current Company Details
The Patron Saints Foundation

The Patron Saints Foundation

Board Member at The Patron Saints Foundation
Catherine Simms Work Experience Details
  • The Patron Saints Foundation
    Board Member
    The Patron Saints Foundation Jul 2016 - Present
    Pasadena, Ca
    The 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.
  • Rotary Club Of Pasadena
    Co-Chair International Projects Committee
    Rotary Club Of Pasadena Jul 2017 - Jun 2019
    Pasadena, Ca
    Review 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.
  • Rotary Club Of Pasadena
    Co-Chair Community Grants
    Rotary Club Of Pasadena Jul 2016 - Jun 2018
    Pasadena, Ca
    We issue close to $40,000 annually in grants to non-profits serving Pasadena residents or homeless served in Pasadena.
  • Wells Fargo Bank
    Senior Private Banker
    Wells Fargo Bank May 2006 - Aug 2015
    Pasadena, Ca
    Developed 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
  • United States Trust Company, N.A.
    Vice President And Senior Private Banker
    United States Trust Company, N.A. 2000 - 2006
    Los Angeles
    Marketed 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.
  • First Union Securities, Inc.
    Vice President
    First Union Securities, Inc. 1996 - 2000
    Los Angeles
    Initiated 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.
  • First Interstate Bank
    Vice President
    First Interstate Bank Jul 1978 - 1996
    Greater Los Angeles Area
    Underwrote 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

Loans Investments Banking Wealth Management Financial Analysis Private Banking Wealth Management Services Risk Management Mortgage Lending Credit Commercial Banking Commercial Lending Portfolio Management Strategic Financial Planning Series 7 Credit Analysis Financial Planning

Catherine Simms Education Details

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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