1St Vice President, Strategic Planning Manager
Current
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
May 2022 - Present
AeroLeads people directory · profile
Sandra M. Email & Phone Number
1st Vice President, Strategic Planning Manager
at
California Bank & Trust, a division of Zions Bancorporation, N.A.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
California Bank & Trust, a division of Zions Bancorporation, N.A.
Role
1st Vice President, Strategic Planning Manager
Location
San Diego County, California, United States
Who is Sandra M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sandra M. is listed as 1st Vice President, Strategic Planning Manager at California Bank & Trust, a division of Zions Bancorporation, N.A., based in San Diego County, California, United States. AeroLeads shows a matched LinkedIn profile for Sandra M..
Sandra M. previously worked as 1st Vice President, Business Analyst at California Bank & Trust, A Division Of Zions Bancorporation, N.A. and 1st Vice President - Financial Analysis Manager II, Business Analytics at California Bank & Trust, A Division Of Zions Bancorporation, N.A.. Sandra M. holds Mba, Business Administration And Management, General from California State University San Marcos.
Profile bio
About Sandra M.
Specialties: Financial analysis, acquisitions and dispositions, business analytics, corporate planning and budgeting, underwriting, due diligence, Tableau, Qlikview, Microsoft Excel, Power BI, Word and Powerpoint.
Current workplace
Sandra M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
9 roles
Sandra M. work experience
A career timeline built from the work history available for this profile.
1St Vice President, Business Analyst
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
Dec 2018 - May 2022
1St Vice President - Financial Analysis Manager Ii, Business Analytics
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
Perform financial and business analytics to support the bank's strategic planning and risk management functions. Provide reporting and analysis for $14 billion loan portfolio. Supervise a team of 3 financial analysts. Responsible for Allowance for Credit Loss (ACL), standard loan reports, concentration reporting, credit forecasts, budget, risk assessments.
Dec 2015 - Dec 2018
Vp Credit Policy & Risk Management
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
Consolidated Real Estate and Commercial Banking credit reporting teams.
Apr 2013 - Dec 2015
Vp Strategic Financial Analyst Iii
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
Aug 2012 - Mar 2013
Asst. Vice President Strategic Financial Analyst Iii
California Bank & Trust, A Division Of Zions Bancorporation, N.A.
Prepare analysis and reports for Real Estate Division ($3 billion portfolio).
Aug 2010 - Aug 2012
Director, Acquisitions & Development
(Same management team as Cobblestone Golf Group)Prepare financial forecasts for acquisitions, which form the basis for the annual budget. Analyze seller's financial statements and assess business opportunities. Prepare formal Board materials as well as ad hoc reports for management. Facilitate communication between outside consultants, legal counsel and.
Apr 1999 - Aug 2010
Financial Analyst - Acquisitions
Cobblestone Golf Group
Perform due diligence for acquisitions. Participated in the acquisition of 17 golf properties with an aggregate investment value of $133 million. Design integrated spreadsheet models for financial analysis of acquisitions. Produce a complete business summary for each property including financial pro formas. Prepare various detailed reports for upper.
Feb 1998 - Mar 1999
Senior Management Analyst - Finance
Summarize, analyze, and present the annual operating budget to upper management. Present information to the City Council and citizens during televised Council meetings. Team leader for accountants during budget preparation and with day-to-day accounting issues. Prepare monthly financial status reports and work on a variety of special projects for upper.
Nov 1995 - Feb 1998
2 education records
Sandra M. education
Mba, Business Administration And Management, General
California State University San Marcos
Bachelor Of Arts, Emphasis In Business Administration With Finance Concentration
California State University, Fullerton
FAQ
Frequently asked questions about Sandra M.
Quick answers generated from the profile data available on this page.
What company does Sandra M. work for?
Sandra M. works for California Bank & Trust, a division of Zions Bancorporation, N.A..
What is Sandra M.'s role at California Bank & Trust, a division of Zions Bancorporation, N.A.?
Sandra M. is listed as 1st Vice President, Strategic Planning Manager at California Bank & Trust, a division of Zions Bancorporation, N.A..
Where is Sandra M. based?
Sandra M. is based in San Diego County, California, United States while working with California Bank & Trust, a division of Zions Bancorporation, N.A..
What companies has Sandra M. worked for?
Sandra M. has worked for California Bank & Trust, A Division Of Zions Bancorporation, N.A., Heritage Golf Group, Cobblestone Golf Group, and City Of Carlsbad.
How can I contact Sandra M.?
You can use AeroLeads to view verified contact signals for Sandra M. at California Bank & Trust, a division of Zions Bancorporation, N.A., including work email, phone, and LinkedIn data when available.
What schools did Sandra M. attend?
Sandra M. holds Mba, Business Administration And Management, General from California State University San Marcos.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial