Great Western Savings
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Great Western Savings Employees
Volunteering June 2011 - Present
Comerica Bank January 2004 - June 2011
Comerica 1999 - 2004
Community Financial Resource Center October 1995 - December 1998
Cathay Bank 1994 - 1995
Great Western Savings 1985 - 1990
Skills
SBA, Credit Analysis, Asset Based Lending, Retail Banking, Commercial Mortgages, Private Banking, Underwriting, Financial Services, Risk Management, Investments, Financial Structuring, Construction Loans, Financial Risk, Wealth Management, Refinance, Financial Analysis, AML, Finance, Core Banking, Loan Servicing, Real Estate Financing, Business Planning, Mortgage Lending, Portfolio Management, Commercial Lending, Commercial Banking, Consumer Lending, Management, Executive Management, Loans, Loan Origination, Banking, Small Business Lending, Credit, Cash Management, Leadership, Relationship Management, Public Speaking, Business Development, Treasury Management, Strategic Planning, Marketing, Fundraising, Mortgage Banking, Customer Service, Cross Selling, Training, Team Building, Lines Of Credit
Education
Azusa Pacific University 2000 — 2015
BS, Organizational Leadership
Pasadena City College 1999 — 2001
Undergrad classes - transf to APU, Business Admin
Azusa Pacific University August 1994 - Present
Great Western Savings June 1973 - September 1983
Skills
Strategic Planning, Event Management, Public Relations, Editing, Social Media, Marketing Strategy, Social Media Marketing, Program Development, Volunteer Management, Microsoft Office, Direct Marketing, Grant Writing, Philanthropy, Planned Giving, Major Donor Cultivation
Education
Azusa Pacific University
Master's Degree, Leadership Studies
Cal State University of Long Beach
Bachelors Degree, Communications
KD Designs January 2008 - Present
Toastmasters International 2014 - 2015
Toastmasters International 2014 - 2015
Essential Computer Technologies February 1994 - April 2014
Great Western Savings 1992 - 1994
Hogan Systems November 1984 - November 1986
Fidelity Federal Savings and Loan 1975 - 1983
Skills
Real Estate, SEO, Refinance, Social Media, Advertising, Marketing, Business Development, Small Business, Management, New Business Development, Press Releases, Social Networking, Social Media Marketing, Sales Management, Sales, Marketing Strategy, Web Marketing, Start-ups, Public Relations, Email Marketing, Entrepreneurship, Public Speaking, Online Marketing, Event Management, Team Building, Business Planning, Coaching, Leadership, Strategic Planning, Selling, Training, Market Research, Event Planning, Account Management, Strategy
Education
Pasadena High School 1965 — 1968
Pasadena City College
Design
University of Southern California
Business
Golden Project Management & Installation, LLC January 2012 - Present
AAA NCNU March 2004 - March 2012
Addison Avenue Federal Credit Union September 2000 - December 2004
Gateway Bank March 1999 - August 2000
Bank of the Orient June 1995 - October 1998
Bank of America January 1995 - June 1995
Great Western Savings February 1987 - September 1994
Skills
Salesforce.com Certified, Sales Management..., Salesforce.com, Leadership, Talent Management, Management, CRM, Sales Management, Sales Operations, Selling Skills, Cross-functional Team..., Account Management, Customer Retention, New Business Development, Team Building, Competitive Analysis, Selling, Direct Sales, Start-ups, Insurance, Process Improvement, Contract Negotiation, Training, Business Strategy, Budgets
Education
Golden Gate University
Master of Business Administration (MBA), International Business
Mills College
Bachelor of Arts (B.A.), Business Administration/French
Consumer Union Wikipedia Volunteer Corps January 2015 - Present
Central Casting August 2006 - Present
Chesler/Perlmutter Productions September 2012 - January 2013
Grant-Gist Insurance Services, Inc. June 1982 - January 1989
Great Western Savings June 1980 - June 1981
Skills
Solid computer skills, Screenwriting, Microsoft Word, PowerPoint, Drawing, Acting, Film Production, Creative Writing, Final Cut Pro, Camera, Final Draft, Editing, Film, Blogging, Entertainment, Video Production, Storytelling, Theatre, Video, Video Editing, Documentaries, Television, Social Media
Education
California State University-Northridge 2009 — 2012
Bachelor of Arts (B.A.), Screenwriting
College of the Canyons 2006 — 2009
Playwriting and Screenwriting
Antelope Valley College 1976 — 1978
Associate of Arts (AA), Business Administration and Management, General, 3.23
Kinecta Federal Credit Union June 2012 - Present
Kinecta Financial & Insurance Services November 2008 - Present
Kinecta Financial & Insurance Services November 2001 - November 2008
Citibank 1998 - 2001
Great Western Savings 1986 - 1998
Merrill Lynch 1984 - 1986
Skills
Insurance, Strategic Planning, Sales Management, Banking, Portfolio Management, Asset Management, Business Strategy, New Business Development, Brokerage, Comprehensive Wealth..., Financial Planning, Board Governance, Audit and Compliance..., Mergers and Acquisitions
Education
Pepperdine University 1994 — 1996
Master of Business Administration (MBA)
California State University-Northridge 1982 — 1986
Bachelor of Science (B.S.), Finance
Rinker Financial August 2000 - Present
Arkenstone Financial August 2011 - Present
LPL Finanical May 2008 - August 2011
Mission Hills Mortgage May 1991 - July 2000
Oak Tree Mortgage September 1987 - May 1991
Palm Springs Savings June 1986 - September 1987
Great Western Savings February 1984 - June 1986
Realty World-Ranney's Realty March 1978 - January 1983
Skills
Financial Management, Golf, Tennis, Retirement Planning, Financial Planning, Retirement, Wealth, Wealth Management, Estate Planning, IRA's, Investment Strategies, Asset Allocation, Annuities, Financial Advice, Investment Advisory, Investments, Asset Management, Financial Advisory, Series 7, 401k, Pensions, Planned Giving, IRAs, Strategic Financial..., Fixed Annuities, Mortgage Loans, Mortgage Lending, Investment Properties, REO, Real Estate, Investors, Sellers, Luxury, Managerial Finance, First Time Home Buyers, Asset Managment, Vacation Homes, Condos, Loans, Short Sales, Residential Homes, Finance, Real Estate Transactions, Brokerage, Residential Mortgages, Funding, Financial Planners, Real Estate Financing, Refinance, Commercial Mortgages
Education
California State University Fullerton 1977 — 1979
B A Degree, Business Administration Finance
University of Florida 1974 — 1975
Finance, General
CANUS Consulting Group LLC January 2013 - Present
CFO Office of America December 2010 - Present
The Pines at Lake Saunders HOA April 2010 - Present
Ceiling Pro Etc. Inc May 2007 - December 2010
American Automobile Association July 1989 - September 2006
Empire of America Relocation Services August 1987 - June 1989
Security Pacific Automation Co June 1986 - July 1987
Great Western Savings 1983 - 1986
Skills
Process Improvement, Microsoft SQL Server, Oracle, Consulting, Unix, Training, Product Development, Staff Development, Systems Analysis, Licensing, HP, Sun, Informix, Vendor Management, Business Analysis, Change Management, Strategic Planning, Enterprise Software, Program Management, Budgets, Forecasting, IT Management, Databases, Management, Disaster Recovery, Leadership
Education
University of Florida 1972 — 1974
Bachelor, Political Science
University of Central Florida 1970 — 1971
California Lutheran University August 2011 - Present
California Lutheran University August 2011 - Present
Ellyn Goldstein, MFT September 2006 - Present
Interface Children & Family Services March 2009 - February 2011
Interface Children Family Services April 2003 - March 2009
Interface Children Family Services July 2002 - June 2006
CALIFORNIA LUTHERAN UNIVERSITY HEALTH AND COUNSELING CENTER September 2000 - May 2003
Countrywide Mortgage January 1995 - June 2002
Home Savings of America January 1987 - December 1994
GREAT WESTERN SAVINGS July 1985 - December 1986
Skills
Group Therapy, Brainspotting, Mental Health, Family Therapy, Psychotherapy, Stress Management, Adults
Education
California Lutheran University 1997 — 2000
MS, Marriage & Family Therapy
University of California at Los Angeles
M.B.A, Finance and Marketing
University of California at Berkeley 1975 — 1978
B.A, Anthropology and Business
Pitzer College 1971 — 1973
Liberal Arts
Morgan Stanley Private Bank April 2010 - Present
Presidio Bank April 2009 - April 2010
Citibank April 2001 - April 2009
Great Western Savings 1987 - 2001
Skills
Underwriting, Commercial Lending, Series 7, Series 63, Loans, Wealth Management, Commercial Banking, Credit, Credit Analysis, Banking, Portfolio Management, Small Business Lending
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Arts, Psychology
Crespi Carmelite High School 1974 — 1978
Washington Mutual January 2001 - June 2008
Washington Mutual Bank 2003 - 2008
Great Western Savings 1964 - 1978
Skills
Mainframe, SDLC, Integration, Requirements Analysis, Software Project..., Vendor Management, Business Analysis, Disaster Recovery, Program Management, Process Improvement, Visio
Education
California State University-Long Beach 1957 — 1961
Bachelor of Science, Mathematics
BS Mathematics, Cal State Long Beach
Self Employed May 2000 - Present
Ananda Village June 1991 - July 2000
Great Western Savings January 1979 - September 1984
Skills
Ballroom Dancing, Singing, Family Constellation..., Ballroom Dance, Improvisation, Public Speaking, Social Networking, Editing, Event Planning, Photography, Public Relations, Social Media, Nonprofits, Fitness, Research, Facebook, Customer Service
Education
San Diego State University-California State University 1979 — 2003
BA Sociology, Minor Spanish & French
Crawford High School, San Diego, CA 1974 — 1976
Industrial HealthCare Systems June 2009 - October 2012
Employer's Direct Insurance Company September 2004 - April 2009
Jafra Cosmetics International, Inc August 2000 - January 2004
weWalk.com, Inc August 2000 - August 2000
Amwest Insurance Group, Inc February 2000 - July 2000
Countrywide Home Loans, Inc January 1998 - December 1999
Kinko’s, Inc May 1997 - December 1997
Litton Guidance and Control July 1989 - May 1997
Hughes Aircraft Company, Radar Systems Group November 1984 - July 1989
Great Western Savings October 1983 - November 1984
Skills
Data Analysis, Program Development, Software Quality..., Configuration Management, ETL, Data Warehousing, COGNOS Data Manager, MS SQL Server, T-SQL, DTS, SSRS, SSIS, NS Office, MS Excel, MS Access, VBA, ADO, ODBC, Client Access, Oracle, Oracle PL/SQL...
Education
California State University-Northridge 1972 — 1976
Bachelor of Science (BS), Engineering, 3.2
JE Edwards Corporation 2000 — 2004
Certificate, Development Tool Part 1
Hughes Aircraft Co. 1984 — 1989
Certificate, Management Action Workshop
Hughes Aircraft Co. 1984 — 1989
Certificat, Managing For Change