Thomas Galindo, Cfa Email & Phone Number

Riverside, Ca, Us

Inland Empire, Ca

Commercial Banking Manager/Banker with 20+ years experience working with small to large commercial clients, with specialties in Real Estate, Healthcare, Municipality, ESOPs, tax exempt and traditional C&I lendingMy focus is middle market companies with revenues from $5 million to $500 million in the Inland Empire (Riverside and San Bernardino Counties).Pacific Premier Bank provides a variety of core banking solutions, including real estate, deposit and treasury services, merchant services, tax exempt lending and ESOP lending. Pacific Premier Bank also specializes in non profit organizations, Church lending and CRA related activities, and our main focus is to give back to the community in which we work.

Riverside, Ca

Classes TaughtBUS 136: Investments: Security Analysis & Portfolio Management: Examines the determination of investment policies and procedures of security analysis with reference to risk and return. Emphasis on the stock market.

San Bernardino, Ca

Classes TaughtFIN 101. Financial Choices in Life: An introduction to how financial choices affect lifestyle decisions, economic stress, and wellbeing. Topics include how students deal with credit cards, student loans, leasing vs. buying cars, insurance, employee benefits, housing, investments, and retirement decisions.FIN 313. Business Finance. 4 Units: Basic principles of financial analysis for management. Techniques of financial decision-making for liquidity management, financial forecasting, dividend policy and selection of sources of capital.

Inland Empire

As Market President I was responsible for the development and management of the Commercial Banking Group within the Inland Empire and San Gabriel Valley market, with ultimate responsibility for Sales Production performance. In this position I will have direct responsibility for sales, service and administration, while simultaneously partnering with the banks product partners.

Greater Los Angeles Area

Classes TaughtFIN 3250 - Essential Skills for Finance Professionals: Using Excel for financial analyses including financial statements, financial ratios, determining operating and financial leverage, forecasting, and investment decisions; retrieving financial data online; Excel finance related built-in functions.FIN 3310 - Financial Institutions and Markets: Financial market structure, institutions, and role in financial system. Foreign financial systems. Deregulation/reregulation and crises. Financial instruments, interest rates. Risk management; hedging tools including swaps and other derivatives.FIN 3320 – Investments: Investment environment, market structure, securities, risk and return, valuation of stocks and bonds, Interest rate risk, term structure, capital asset pricing model, efficient capital markets, evaluation of investment performance.FIN 4340 - Cases in Financial Management: Identifying and solving financial problems through the use of cases. Application of financial theory and financial techniques to business problems using written reports and classroom discussion.FIN 4030 - Intermediate Business Finance: Advanced treatment of capital budgeting techniques, application in project valuation for decision making, and financial structure issues. Use of real option analysis in project valuation. Combines theory and applications.FIN 4500 - Fixed Income Securities, Analysis and Strategies: Risk, yield, duration, and pricing of fixed income securities, including: treasury, corporate, agency, tax-exempt and mortgage-backed markets; term structure, bond indexing, interest rate risk immunization; interest rate options and futures.

Inland Empire

Responsible for managing a portfolio of middle market clients with revenues of $50 million to $1.5 billion in various commercial industries. Provided financial services and products to meet customer’s needs through strategic partnerships with various product partners.The Primary bank advocate and key financial advisor for the client, also accountable for prospecting new business and enhancing existing relationships...Engaged in dialogue with CEO and CFO levels regarding the client’s industry, strategies and alternative capital structures. Assess the risks and impacts from both the client’s and the bank’s perspective for development and implementation of an overall client strategy.Managed a $400 million portfolio of 50 middle market companies. Mainly responsible for leading, directing and coordinating key team members in analysis and execution of products and services to clients and prospects. Cross sell Bank’s other products, including treasury management, derivatives, equipment leasing, insurance, retirement products and foreign exchange.

Los Angeles

Represented bank in developing and maintaining client relationships, generating revenues, and actively participating in financial transactions.Prospected, originated, structured, and executed transactions related to investment banking, traditional commercial lending, treasury management, and/or other credit related products.Performed due diligence and evaluated business and financial strategies for credit approval presentations of new and existing credits.Manage a $50 million portfolio of 25 middle market companies. Monitor financial statements, borrowing bases certificates, financial covenants and evaluate proposed amendments and restructuring alternatives. Cross sell Bank’s other products, including treasury management, derivatives, equipment leasing, insurance, retirement products and foreign exchange.

Master Of Business Administration (Mba), Finance

Activities and Societies: Betta Gamma Sigma MBA - Emphasis in Finance

1989, Engineering Technology

Education record