Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Bank of America November 2013 - January 2014
Bank of America Home Loans 2010 - 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Databases, Data Analysis, Access, Business Analysis, Software Documentation, SQL, Analysis
Education
California State University-Long Beach 2009 — 2013
Bachelor of Arts (BA), Studio Art
Newmark Cornish & Carey March 2014 - Present
Tekreliance LLC November 2013 - May 2014
Purple Cow Agency August 2013 - January 2014
Tekreliance LLC November 2013 - December 2013
Bank of America December 2011 - October 2012
Skills
Adobe Creative Suite, Customer Service, Microsoft Office, Sales, Aerial Surveys, Commercial Real Estate, Social Media Marketing, RFP, Real Estate Development, Lead Generation, Management, Fluid Mechanics, Public Speaking, Marketing, Social Media, PowerPoint, Sales Operations, HTML, Team Building, Google Analytics, Aerospace Engineering, Research, Matlab, Structural Analysis, CFD, Real Estate Transactions, Microsoft Word, Time Management, POS, iOS, Applied Mathematics, Event Planning, Bilingual, Problem Solving, Social Networking, Leadership, Photoshop
Education
San Jose State University
California State University-Long Beach
Energy Experts International March 2014 - Present
Bank of America 2003 - 2012
BA Merchant Services LLC 2001 - 2003
Bank of America 1985 - 2001
Skills
Vendor Management, Banking, Portfolio Management, Credit, Operational Risk..., Risk Management, SDLC, Process Improvement, Data Center, Management, Project Management, Cross-functional Team..., Change Management, Project Portfolio..., Relationship Management, Strategic Planning, Integration, Servers, Outsourcing, Credit Cards, Business Analysis, Retail Banking, Commercial Banking, Program Management, Leadership, Business Intelligence, PMO, Service Delivery, Security, Infrastructure, Management Consulting, Mergers & Acquisitions, Financial Risk, Governance, IT Strategy, Executive Management, Financial Services, PMP, Business Process..., Project Planning, IT Management, Disaster Recovery, Mortgage Lending, Consulting, Business Continuity, Enterprise Architecture, Networking, Project Delivery, Business Process, IT Operations
Education
Golden Gate University 1984 — 1986
MS, Telecommunications Management
California State University-Hayward - School of Business and Economics 1982 — 1984
BS, Finance Major w/Minor in Chemistry
Thrivent Financial December 2011 - Present
Wells Fargo March 2006 - August 2011
Citi March 2006 - March 2008
Bank of America March 1998 - March 2004
Skills
Retirement Strategy, Financial Recovery..., College Education..., IRAs, Long-term Care, Non-profit Volunteer, FINRA Series 7, FINRA Series 6, FINRA Series 63, FINRA Series 65
Education
The American College 2014 — 2016
Enrolled, Certified Financial Planner
Licenses Held 2006 — 2014
Finra Series 7, Finra Series 6, Finra Series 63, Finra Series 65, Registered Representative/Agent
East Carolina University 2005 — 2006
Ceritficate, Middle School Language Arts
California State University-Long Beach 1986 — 1991
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Officer Candidate School- United States Marine Corps 1990 — 1990
Officer Candidate, Platoon Leader Class
Pro Beauty January 2008 - Present
Alexznder Kwon 2003 - Present
Bank of America December 2006 - January 2008
Skills
Photography, Marketing Communications, Digital Photography, Public Relations, Portrait Photography, Fashion, Beauty Industry, Social Media Marketing, Financial Services, Lightroom, Public Speaking, Photoshop, Customer Service, Marketing Strategy, Personal Branding, Fashion Photography
Education
California State University-Long Beach 2005 — 2010
Bachelor's Degree, Finance and Financial Management Services
City University of Hong Kong 2009 — 2009
Study Abroad Program, Finance and Financial Management Services
KB Home June 2015 - Present
Northern Trust Corporation October 2014 - June 2015
Banc of California October 2013 - February 2014
Outreach Concern September 2011 - July 2012
Bank of America August 2010 - September 2011
Ditech.com/GMAC Mortgage March 2002 - February 2010
Argosy University 2007 - 2009
John Hancock July 2001 - September 2002
Skills
Customer Service, Sales, Social Media, Mortgage Lending, Microsoft Office, Psychology, Finance, Social Networking, Writing, Client Rapport, Research, Play Therapy, Anxiety Disorders, Pharmacology, Sexuality Education, Body Image, Nutritional Counseling, Personal Shopping, Concierge Services, Real Estate, Health Psychology, Family Therapy, Mortgage Banking, Refinance, Therapists, Conflict Resolution, Referrals, Cold Calling, Business Development, Connecting People, Creative Solutions, Team Building, Loan Origination, Marketing, Recruiting, Investors, Strategic Planning, Investment Properties, Public Speaking, Luxury Lifestyle, Luxury Homes
Education
Argosy University-Orange County 2008 — 2012
Master's Degree, MA Counseling Psychology/MFT, 3.89
California State University-Long Beach
BA, BA Psychology, Cum Laude, 3.74
Nottingham Trent
Psychology- Study Abroad, Health Psychology & England's Environmental Issues, 4.0
Greyhound Lines, Inc. August 2013 - Present
AIG April 2012 - July 2013
Amtrak May 2010 - February 2012
Bank of America September 2009 - January 2010
American Airlines January 2009 - September 2009
Sabre Holdings April 2008 - December 2008
Calpont Corporation January 2007 - March 2008
the 211 group, llc September 2002 - January 2007
Blockbuster, Inc. September 2000 - August 2002
IP Communications, Inc. January 2000 - September 2000
Skills
Telecommunications, Analysis, Enterprise Architecture, SOA, Architecture, Data Center Relocation, Airlines, Rail, Software Development, Technical Leadership, Cross-functional Team..., IaaS, SaaS, Cloud Computing, Infrastructure, Outsourcing, Consulting, Business Intelligence, Data Center, SDLC, Integration, Agile Methodologies, Agile Application..., Vendor Management, Business Analysis, Program Management, Project Management, Enterprise Software, Requirements Analysis, Process Improvement, Project Portfolio..., PMO, Strategy, Product Management, Security, Business Process, Management, Leadership, Software Documentation, Start-ups, Team Leadership, Project Planning, IT Strategy, IT Management, Software Project..., Agile Project Management, Team Building, PMP, Business Process..., Visio
Education
Texas A&M 1991 — 1993
MS
California State University - Long Beach 1984 — 1988
BFA
Sunset High School 1981 — 1985
Diploma
Bank of America January 2011 - Present
Big Realty Network August 2005 - January 2011
AT&T January 1981 - August 2005
Skills
Mortgage Lending, Management, Training, Finance, FHA, Real Estate, Leadership, Loans
Education
Northwestern California University School of Law 2014 — 2018
Juris Doctor (J.D.), Law
California State University-Hayward - School of Business and Economics 1980 — 1983
Business Administration and Management, General
Ontario Reign August 2015 - Present
Ontario Reign August 2013 - August 2015
LA Galaxy January 2013 - July 2013
LA Galaxy July 2012 - January 2013
LA Galaxy August 2010 - July 2012
USA Volleyball March 2010 - August 2010
AVP Pro Beach Volleyball Tour March 2010 - August 2010
Wells Fargo January 2008 - August 2010
Bank of America March 2005 - January 2008
Brookstone June 2003 - March 2005
Skills
Event Planning, Sales, Sponsorship, Management, Customer Service, Ticket Sales, Strategy, Customer Retention, Sports Marketing, Sports Management, Project Planning, Team Management, Sports, Archtics, Social Networking, Sponsorship Sales, Microsoft Office, Social Media, Public Speaking, Athletics, Event Management, Blogging, Team Leadership, Leadership Development
Education
California State University-Long Beach 2009 — 2011
Master of Arts (MA), Sport Management
California State University-Northridge 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
SolarCity July 2013 - Present
Paramount Solar 2009 - September 2013
Paramount Equity Mortgage April 2007 - June 2009
Bank of America July 2001 - May 2006
PETCO Animal Supplies, Inc. January 1998 - April 2001
Skills
Business Relationship..., Relationship Development, SalesForce Software, Microsoft Suites, Strategic Communications, Group Presentations, Sales Presentations, Social Networking, Listening Skills, Organizational..., New Business Development, Client Retention, Proposal Writing, Teamwork, Team Management, Time Management, Self Driven, Business Networking, Business Travel, Web Based Systems, GoToMeeting, Remote/Virtual Sales, Interpersonal..., Education, Highly Adaptable, Sales Process, Sales, Customer Retention, Solar PV, Energy, Solar Energy
Education
California State University-Hayward - School of Business and Economics 1997 — 2001
BS, Business Administration
Wells Fargo 2011 - 2014
La Tiendita October 2010 - November 2011
KLA-Tencor September 2004 - September 2009
Bank of America April 1994 - April 1999
Skills
consumer banking, business banking, mutual funds, home..., SBA loans, Personal..., Management, Customer Relations, Customer Satisfaction, Customer Service, Computer Proficiency, Microsoft Office, C++, Real Estate
Education
Wells Fargo 2011 — 2014
Home Equity, Management, Premier Banker, Teller, Operation, Business Banker
Bank of America
California State University-Hayward - School of Business and Economics
San Jose State University
Wells Fargo Bank
Farmers Insurance July 2014 - Present
City of Long Beach 2005 - 2014
Bank of America January 2003 - January 2005
The Home Depot January 2001 - January 2003
Boardwalk Properties January 1999 - January 2001
Skills
Project Management, Project Coordination, Document Drafting, Data Analysis, Document Review, Conflict Resolution, Team Building, Microsoft Office, Banking, Sales, Management, Research
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, History
Cerritos College 2006 — 2012
Associate's degree, History
UATA Line 2008 - 2015
UATA Line 2008 - 2015
Bank of America July 2005 - August 2014
Education
California State University-Fullerton, Mihaylo College of Business and Economics
LPCC January 2012 - Present
Caden Consulting Group Inc March 2014 - September 2014
Bank of America January 2013 - February 2014
Bank of America March 2012 - May 2012
Genesis 10 June 2011 - February 2012
Bank of America Home Loans November 2010 - May 2011
Kaiser Permanente August 2010 - November 2010
Bank of America June 2004 - May 2010
Countrywide Home Loans April 2001 - September 2003
Caden Consulting Group, Inc. March 1993 - April 2001
Skills
SDLC, Requirements Analysis, Integration, Business Analysis, Program Management, Process Improvement, Agile Methodologies, Project Management, Requirements Gathering, Software Documentation, Project Delivery, PMO, Change Management, CRM, Business Requirements, Quality Assurance, Management, Software Project..., Leadership, Data Warehousing, Testing, Analysis, Visio, UML, Project Portfolio..., Systems Analysis, Waterfall, ITIL, IT Strategy, SharePoint, PMP, IT Service Management, Business Intelligence, IT Management, Business Process..., Analytics, Software Development, MS Project, Unix, SQL, Databases, Vendor Management, SOA, Team Leadership, Business Process, Agile Project Management, Six Sigma, Resource Management, Scrum, Enterprise Architecture
Education
Project Management Institute 2010 — 2010
Project Management Professional, Project Management Professional
California State University-Long Beach 1970 — 1972
BA, Mathematics, 3.0
Long Beach City College 1968 — 1970
AA, Academic, 4.0
Living Praise Christian Institute 2005 — 2009
Minister Certificate, Bible study, Theology and Church Administration, 4.0
designer8* Event Furniture Rental December 2014 - Present
designer8* Event Furniture Rental July 2014 - December 2014
designer8* Event Furniture Rental July 2013 - July 2014
Bank of America October 2004 - September 2013
GK Design International, Inc. February 2013 - May 2013
Haus interior October 2012 - April 2013
DAVINCI August 2011 - December 2011
Skills
AutoCAD Architecture, 3D Studio Max, SketchUp, Illustrator, Photoshop, InDesign, Microsoft Word, Photography, Space-planning, 3D rendering, Rendering, Sketching, Space planning, PowerPoint, Microsoft Excel, Outlook, Interior Design, AutoCAD, Graphic Design, Adobe Creative Suite, Concept Design
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (BA), Design
Pasadena City College 2005 — 2008
Associate of Arts (AA), Design and Applied Arts
Bank of America October 2014 - Present
Bank of America August 2012 - October 2014
Bank of America 2010 - 2012
BNY Mellon 2008 - 2010
Farmers Insurance 2004 - 2006
Skills
Risk Management, Portfolio Management, Relationship Management, Process Improvement, Loan Servicing, Customer Service, Financial Services, Banking, Team Management, Mortgage Servicing, Leadership, Financial Risk, Finance, Management, Mortgage Banking, Financial Analysis
Education
California State University-Long Beach 2006 — 2008
Master of Arts (M.A.), Political Science
California State University-Long Beach 2003 — 2005
Bachelor of Arts (B.A.), Political Science
Bank of America July 2010 - November 2013
Bank of America 2007 - 2010
Bank of America 1998 - 2007
Bank of America November 1988 - December 1996
Lockheed Missles and Space June 1986 - October 1988
United States Air Force August 1976 - August 1986
Skills
Business Intelligence, Project Portfolio..., Resource Management, Change Management, Database Administration, IT Strategy, SQL, MS Project, Visio, Mainframe, Data Warehousing, Vendor Management, Process Improvement, Credit Cards, Treasury Management, Technology Management, Routing, Integration, Telecommunications, Call Center, Deposits, Call Centers, Software Development, SDLC, Mortgage Lending, Program Management, Project Management, Oracle, Technical Management, Project Finance, Application Development, Transaction Processing, Training Delivery, System Architecture, Supply Chain Management, Telecom Infrastructure, Telecom Technologies, Call Recording, Call Routing, Integrated Systems, MS Office Suite, Contract Negotiation, Insurance, Enterprise Software, Analytics, Strategy
Education
California State University-Hayward - School of Business and Economics 1994 — 1997
MBA, Finance
California State University-Sacramento 1985 — 1986
BS, Information Systems
Various Technology Training 1996 — 2012
Information Technology
Wells Fargo November 2011 - Present
Dental Health Solutions July 2008 - November 2011
Bank of America January 2003 - May 2008
Skills
Excel, Digital Photography, MS Office Suite, Photo, Spanish, Access, SQL Queries, Photoshop, Illustrator, Lightroom, Commercial Mortgages, Management, Change Management, Process Development, Microsoft Excel, Microsoft Office, Loans, Credit, Data Analysis, Commercial Banking, Training, Forecasting, Process Simulation, Photos, Query Analyzer, Sales, Financial Analysis, Analysis, Banking, Leadership
Education
California State University-Hayward - School of Business and Economics 2007 — 2008
Bachelor's Degree, Marketing Management, Finance
California State University-Sacramento 2002 — 2006
Bachelor's Degree, Marketing Management, Finance
Allergan June 2011 - Present
OnlineImagePartners.com January 2009 - Present
Numeric Analytics June 2012 - April 2013
Best Buy January 2010 - June 2011
Local Business Advisor January 2005 - June 2011
Black & Decker September 2009 - January 2010
Exect Media March 2006 - August 2009
Bank Of America May 2004 - March 2007
Bank of America / Tek Systems August 2004 - February 2006
Pacific Life Variable Annuities April 2000 - June 2004
Skills
Project Management, Online Advertising, TFS, XML, Product Management, Quality Assurance, Agile Methodologies, MS Project, SDLC, Business Process..., Business Analysis, Process Improvement, Requirements Analysis, WebTrends Analytics, Visio, Salesforce.com, Scrum, SQL Server Management..., Visual Studio Team..., CRM Integration, Adobe Creative Suite, KPI Dashboards, Loyalty Programs, Pharmaceutical Industry, Consumer Behaviour, Online Lead Generation, Online Marketing..., E-commerce, Data Analytics, APIs, User Acceptance Testing, IT Management, SQL, CMS, Silverpop Engage, Open Air, Sitefinity, SQL Azure, API, Data Analytic, Certified Business..., Web Analytics..., Omniture, Online Campaign..., Campaign Management, Multi-channel Campaign..., Mobile Advertising, Email Marketing, Digital Marketing..., appature
Education
California State University-Long Beach 1998 — 2002
B.S, Computer Science
DeVry Institute of Technology 1998 — 2002
B.S, Computer Information Systems
Simpli.fi June 2015 - Present
SMI Sales Management Inc June 2012 - March 2015
Zumiez July 2005 - April 2011
Bank of America July 2005 - February 2006
Skills
Retail, Merchandising, Hiring, Direct Sales, Customer Service, Training, Customer Satisfaction, Store Management, Management, Advertising, Associate Development, People Development, Product Marketing, Sales Management, Market Planning, Coaching, Promotions, Loss Prevention, Illustrator, Photoshop, People Management, Graphic Design, Sales, Marketing, Forecasting, Brand Development
Education
The University of Texas at Arlington 2007 — 2011
Bachelor's degree, Advertising
California State University-Long Beach 2005 — 2007
Commar Limited May 2011 - Present
Mosilo Global Services April 2011 - Present
Hewlett-Packard July 2009 - September 2010
FINBANK PLC August 2008 - July 2009
Accounting Advantage September 2006 - August 2008
Cal State 9 Credit Union February 2005 - August 2006
Bank of America January 2001 - September 2005
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Vendor Management, Management, Business Development, Project Management, New Business Development, Project Planning, Customer Service, Contract Recruitment, Account Management, Strategy, Marketing, Team Leadership, CRM, Negotiation, Management Consulting, Change Management, Leadership, Training, Strategic Planning, Team Management, Sales Management, Business Planning, Team Building, Sales, Start-ups, Business Strategy, Business Analysis
Education
John F. Kennedy University 2006 — 2008
MBA, Strategic Management
California State University-Hayward - School of Business and Economics 2000 — 2003
Bachelor of Science, Business Administration, Emphasis: New Ventures Small Business Management
Providential Mortgage November 2000 - Present
Bank of America November 2005 - June 2008
Novelle Financial Services September 2004 - October 2006
Novelle Financial Services September 2003 - September 2004
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, FHA, Refinance, Loan Origination, Mortgage Underwriting, Credit, Loans, FHA financing, USDA, Loss Mitigation, VA loans, Construction Loans, Reverse Mortgages, Underwriting, Commercial Mortgages, Mortgage Servicing, Real Estate Financing, Credit Analysis, Certified Mortgage..., Mortgage Marketing, Commercial Lending, Government Loans, Real Estate Economics, REO, First Time Home Buyers, Finance, Closings, HUD, Investors, Foreclosures, Loan Servicing
Education
California State University-Hayward - School of Business and Economics 1997 — 2002
BS, Business
Perigon February 2013 - Present
Quantum Capital November 2006 - January 2013
Atlantis Investments (Now Whitestar) 2005 - 2006
Security National (Parent of Atlantis Investments) January 2005 - May 2005
ThinkEquity Partners 2004 - 2005
Quantit Group March 2003 - December 2004
Thomas Weisel Partners April 1999 - March 2003
Merrill Lynch July 1998 - April 1999
Montgomery Securities June 1996 - July 1998
Bank of America February 1994 - July 1996
Skills
Economy, Development Economics, Forecasting, Financial Analysis, Financial Modeling, Advisory Boards, Global Partnerships, Business Strategy, Portfolio Management, Economics, Investments, Valuation, Asset Management, Financial Markets, Macroeconomics, Strategy, Internet of Things, Business Development, Start-ups, Venture Capital, Equity Valuation, Competitive Analysis, Entrepreneurship, Investment Management, Fixed Income, Mergers & Acquisitions, Alternative Investments, Asset Allocation, Private Equity, Equity Research, Hedge Funds, Emerging Markets, Financial Advisory, Wealth Management, Bloomberg, Capital Markets, Investment Strategies, Corporate Development, Equities, Investment Banking, Finance, Management
Education
Rutgers University 1993 — 1994
MA, Development Economics / International Finance
London School of Economics 1993 — 1993
Development Economics / International Finance
Leningrad State University named after A.S. Pushkin 1992 — 1993
Development Economics
California State University-Long Beach
BA, Economics
Comerica Bank November 2013 - Present
Comerica Bank November 2005 - November 2013
Bank of America August 1993 - November 2005
Bank of America January 1999 - January 2000
Skills
Training, Coaching, Leadership, Instructional Design, Training Delivery, Retail Banking, Onboarding, Banking, Instructor-led Training, Employee Training, Leadership Development, Performance Consulting, Needs Analysis, Performance Management, Learning Management, Team Building, Human Resources, Organizational..., Change Management, Virtual Training..., Management
Education
California State University-Long Beach
Human Resources Management/Personnel Administration, General
Bank of America February 2011 - Present
Saint Justin Martyr Parish School September 2010 - Present
Skills
Selling, Mortgage Lending, Real Estate, Banking, Business Development, Sales Management, Sales, Loans, SBA, Leadership, Credit, Marketing, Marketing Strategy, Underwriting, Sales Operations, Commercial Lending, Investments, FHA, Lead Generation, Financial Services
Education
California State University-Long Beach 1998 — 2000
Bachelor
Enterprise Vision Technologies March 2014 - Present
Mission Hills Development August 2011 - March 2014
Bank of America August 2010 - March 2011
Farmers Insurance Agent March 2006 - August 2010
DeBeikes Insurance Agency April 1996 - March 2006
Xerox Corporation January 1983 - April 1996
Skills
Visio, Process Improvement, Product Management, Risk Management, MS Project, Business Analysis, Program Management, Information Technology, Proposal Writing, Access, CCNA, Computer Network..., Manufacturing, Financial Analysis, A+ Certified, Network + Certified, Network Engineering, Commercial Insurance, Workers Compensation, Project Management, Security + Certified, Information Security
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master's degree, Information Systems Management
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Project Management
University of Southern California 1984 — 1984
Master's degree, Management Information Systems
California State University-Long Beach 1979 — 1982
BS, Engineering Technology, Manufacturing
Presbyterian Church of Willingboro October 1997 - Present
Presbytery of West Jersey June 2006 - May 2010
Presbytery of West Jersey June 2004 - May 2010
Presbytery of West Jersey June 1998 - May 2004
California State University, Long Beach December 1992 - June 1994
Hughes Aircraft Company August 1984 - March 1992
Northrop Corporation June 1983 - August 1984
Bank of America January 1981 - June 1983
U. S. Navy March 1973 - March 1979
Centaur Investment Corporation November 1971 - October 1972
Skills
Community Outreach, Leadership Development, Organizational..., Non-profits, Program Development, Strategic Planning, Preaching, Research, Nonprofits, Customer Service, Team Building, Public Speaking, Teaching, Pastoral Care, Staff Development, Theology, Higher Education, Management, Fundraising, Volunteer Management
Education
Princeton Theological Seminary 1994 — 1997
MDiv
California State University, Long Beach 1978 — 1980
BS
California State University-Long Beach - College of Business Administration 1978 — 1980
BS
Junior (2 yr) college 1977 — 1978
AA
Junior (2 yr) college 1974 — 1977
n/a
Granite Bay CA-2009 January 2010 - Present
Lehman Brothers Small Business Finance November 2003 - August 2008
Bank of America 1995 - 1998
Education
University of California, Davis 1998 — 2000
Certificate, Personal Financial Planning
California State University-Hayward - School of Business and Economics 1968 — 1970
B.S., Business Admin/Marketing
Corptax July 2015 - Present
Moser Consulting April 2015 - July 2015
Bank of America August 2009 - March 2015
Sapphire Technologies August 2009 - August 2010
Theoris June 2009 - December 2009
Perpetual Technologies August 2008 - May 2009
ITT Educational Services, Inc. February 2007 - August 2008
Eli Lilly and Company November 2006 - February 2007
KeyBank January 2006 - November 2006
Moody's KMV April 2002 - December 2005
Skills
Information Architecture, Database Administration, Performance Tuning, Query Tuning, Database Design, Data Modeling, Erwin, Databases, SQL Server, T-SQL, SQL, Visual Basic, Strategy Development, SSRS, C#, Visio, Visual Studio, VB.NET, .NET, Rational Rose, UML, VBA, MS Project, Access, Excel, Unix, Windows
Education
California State University-Hayward - School of Business and Economics 1998 — 1999
MBA, Finance
Moscow State University of Transport (MIIT)
BS, Computer Science
VenueNext March 2015 - Present
Intuit October 2014 - March 2015
Bank of America May 2010 - 2014
Wells Fargo Bank September 2007 - May 2010
Draft FCB April 2009 - April 2009
Hamon & Associates June 2005 - April 2007
Epic Brand Group June 2004 - June 2005
Skills
Adobe Creative Suite, User Experience, Web Design, Graphic Design, Logo Design, Brochures, Email Marketing, Visual Design, User Experience Design, User-centered Design, Art Direction, Creative Direction, Interaction Design, User Interface Design, Creative Strategy, Corporate Branding, Corporate Identity, User Interface, Information Architecture, Direct Mail, Information Design, Experience Design, Branding & Identity, Dreamweaver, Typography, Concept Development, Art, Chess, Illustrator, Layout, InDesign, Graphics, Brand Development, Adobe Fireworks, Illustration, Wire Framing, Interactive Advertising, Wireframes, Mac, QuarkXPress, Adobe Acrobat, Multimedia, Usability Testing
Education
California State University-Long Beach 2002 — 2004
Bachelor of Fine Art, Graphic Design and Illustration
The Los Angeles Recording School 1997 — 1998
The Recording Engineer Program, Recording Engineering & Video Production
Wells Fargo April 2015 - Present
MUFG UNION BANK, N.A. September 2012 - April 2015
Msquared Consulting (USA) May 2011 - September 2012
Msquared Consulting (USA) March 2010 - November 2010
Federal Home Loan Bank of San Francisco November 2006 - January 2010
Judicial Council of California August 2005 - October 2006
KPMG July 2004 - August 2005
Bank of America June 1999 - June 2004
The Pacific Bank February 1997 - June 1999
Skills
Risk Assessment, SOX, Compliance, Internal Audit, Auditing, Risk, Enterprise Risk..., Internal Controls, Process Improvement, Audit, Risk Management, Compliance Management, Sarbanes-Oxley Act, Governance, Financial Risk, Business Process
Education
Golden Gate University, School of Law 1988 — 1991
JD, Law
University of California, Los Angeles - Fielding School of Public Health 1978 — 1981
MPH, Biostatistics
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Los Angeles
BS, Psychobiology
David Makki Professional Tutoring June 2008 - Present
Fremont Unified School District January 1997 - June 2009
Bank of America May 1995 - September 1996
Skills
Public Speaking, Writing, Tutoring, Teaching, Microsoft Office, Staff Development, Curriculum Design
Education
California State University-Hayward - School of Business and Economics 1992 — 1995
B.S., Finance
Strategicdiscovery August 2007 - Present
Bank of America March 2007 - August 2007
Merrill lynch June 2007 - June 2007
Infreeda June 2006 - August 2006
InFreeDa November 2005 - June 2006
Roche December 2003 - December 2005
Skills
Networking, Active Directory, Security, Microsoft Exchange, Troubleshooting, Microsoft SQL Server, XP, Technical Support, Cisco Technologies, Switches, Windows, Citrix, Software Installation, Start-ups, Business Development, CCNA, Databases, Project Planning, Team Building, HP, Product Development, Access, Budgets
Education
California State University-Hayward - School of Business and Economics 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Foothill College 2004 — 2005
Certificate, Computer Networking
City College of San Francisco 1999 — 2004
Certificate, Computer Networking
Bank of America August 2000 - Present
US Army August 1984 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
California State University-Hayward - School of Business and Economics 1982 — 1984
Business Administration and Management, General
Frank & Ron Hotel-Motel Supply, Inc. January 2007 - Present
Woodbury Financial Services/Diversified Financial Concepts May 2006 - December 2006
Bank of America November 1999 - March 2006
Skills
Operations Management, Sales, Cash Management, Hospitality, Hotels, Hospitality Industry, Sales Management, Marketing Strategy, Customer Service, Marketing, Team Leadership, Business Development, Leadership, Trade Shows, Purchasing, Sales Operations, Public Relations, Customer Satisfaction, Hospitality Management, Hotel Management, Pricing, Contract Negotiation
Education
California State University-Hayward - School of Business and Economics 1995 — 1999
Bachelor of Science, Business Administration/Finance
Dignified Transition Solutions and Equity Home Loan Solutions January 2012 - Present
Pacific Sotheby's Int'l Real Estate January 2012 - Present
Old Republic Title Company January 2012 - Present
Skyhill Financial, Inc. November 2011 - Present
PMH Financial June 2011 - Present
Bank of America January 2011 - Present
RE/MAX January 2006 - January 2008
Skills
REO, Certified Short Sales, Equator, Res.net, CDPE Designation, HUD Foreclosures, Short Sales, Distress Properties, Graduate Real Estate..., Real Estate, Real Estate Transactions, Real Estate Development, LPS, National Association of..., Residential Homes, Foreclosures, SFR, Sellers, First Time Home Buyers, Investment Properties
Education
California State University-Long Beach
University of Utah
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Bank of America March 2013 - Present
Bank of America April 2012 - March 2013
Bank of America October 2011 - April 2012
Kinecta Federal Credit Union January 2011 - July 2011
WesCorp. October 2009 - January 2011
WesCorp October 2007 - September 2009
Option One Mortgage Corporation June 2002 - August 2007
First Nationwide Mortgage March 2000 - June 2007
First Nationwide Mortgage January 1997 - March 2000
California Federal Bank February 1993 - March 1997
Skills
Banking, Vendor Management, Process Improvement, Business Analysis, Risk Management
Education
California State University-Long Beach
Political Science
Bank of America September 2011 - Present
Bank of America April 2010 - September 2011
Citi Residential Lending June 2003 - August 2008
Argent Mortgage Co LLC June 2004 - December 2006
Safeco Insurance Company May 1996 - May 2003
Skills
Underwriting, Credit, Mortgage, Mortgage Lending, Loans, Credit Analysis, Insurance, Mortgage Industry, Mentoring, Problem Solving, Coaching, Analysis, Mortgage Banking, Training, Mortgage Underwriting, Loan Origination, Loss Mitigation, Banking, Refinance, Residential Mortgages, Loan Servicing, Relationship Management, Credit Risk, Portfolio Management, Finance, Financial Analysis, Asset Management, Due Diligence, Capital Markets, Executive Management, Commercial Lending, Mortgage Servicing, Strategic Financial..., Consumer Lending, Financial Risk, Real Estate, Call Centers, Investment Properties, Process Improvement, Small Business Lending, FHLMC, FNMA, Financial Services, Home Equity Lines of..., Lines Of Credit
Education
California State University-Long Beach 1989 — 1994
BS, Finance, Real Estate & Law
St. Joseph High School 1986 — 1989
The Walsh Group - Walsh Construction & Archer Western February 2014 - Present
PM Realty Group, LP March 2010 - January 2014
PM Realty Group, LP August 2005 - February 2010
PM Realty Group, LP June 2003 - July 2005
Bank of America September 2002 - April 2003
Skills
Property Management..., Operating Expense..., Lease Review and..., Employee Training, Employee Performance..., Public Speaking, Accounts Payable, Accounting, Budgets, Finance, Account Reconciliation, Accounts Receivable, Forecasting, General Ledger, Management
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
M.B.A.
California State University-Long Beach 1996 — 2002
B.S.
Bank of America May 1998 - Present
Northeastern University August 2007 - December 2007
Justice Quarterly June 2006 - June 2007
Northeastern University September 2005 - May 2006
Institution on Race and Justice, Northeastern University July 2005 - September 2005
Crime and Delinquency June 2004 - June 2005
California State University, Long Beach April 2004 - April 2005
Metropolitan State Hospital - Norwalk, CA June 2001 - June 2003
Skills
Private Investigations, Corporate Security, Risk Assessment, Enforcement, Analysis, Security, Access Control, Criminal Justice, Intelligence, Physical Security, Security Operations, Protection, Intelligence Analysis, Security Management, Surveillance, Investigation, Security Audits, Crisis Management, Business Continuity, Internal Investigations, Security Awareness
Education
Northeastern University 2005 — 2008
Ph.D. Candidate
California State University-Long Beach 2003 — 2005
Masters of Science
California State University-Long Beach 1998 — 2003
Bachelors of Arts
FBI Citizens Academy - Charlotte, NC 2014 — 2014
MA Air National Guard June 2011 - Present
Bank of America August 2010 - Present
US Air Force Reserve August 2009 - August 2010
Bank of America January 2006 - February 2009
Gillette October 2003 - December 2005
US Air Force Reserve September 1997 - July 2003
GE Capital May 2000 - March 2001
GE Capital October 1998 - May 2000
GE Capital September 1997 - October 1998
US Air Force February 1995 - September 1997
Skills
Six Sigma, Command, Air Force, Military
Education
California State University-Long Beach 1984 — 1989
Bachelor of Arts (BA), Trade and Industrial Teacher Education
IdeaBridge, LLC September 1999 - Present
U.S. Bank (Formerly Pacific Century Bank) August 1992 - August 1999
Bank of America (Formerly Security Pacific) November 1989 - July 1992
Bank of America (Formerly BankBoston) September 1988 - December 1989
Wells Fargo Bank June 1986 - September 1988
Bank of America June 1984 - June 1986
Skills
Leadership, Management Consulting, Leadership Development, Business Development, Training, Banking, Coaching, Executive Management, Marketing, Portfolio Management, Sales Management, New Business Development, Sales, Strategic Planning, Executive Coaching, Team Building, Financial Services, Strategy, Public Speaking, Business Strategy
Education
University of Southern California 1983 — 1985
Bachelors, Business: Entrepreneur Program Graduate
California State University-Long Beach 1980 — 1982
Business
Intuition Systems July 2012 - July 2015
.. 2004 - 2012
Kosa/Invista 2000 - 2003
Bank of America 1996 - 1999
Skills
Software Project..., PMO, IT Management, Leadership, Business Analysis, Requirements Analysis, Integration, SDLC, Project Planning, Process Improvement, Project Portfolio..., Key Performance..., Vendor Management, Management, IT Transformation, Information Technology, MS Project, Software Development, Budgets, Business Process..., Governance, IT Strategy, Project Management, Team Management, Business Process, Resource Management, Business Requirements, Requirements Gathering, Program Management, Cross-functional Team..., Team Building, Team Leadership, Senior Program..., Software Development..., Enterprise Software, Web Applications, Application Lifecycle..., Software Implementation, Continuous Improvement, Business Strategy
Education
California State University-Long Beach
MBA, Business
University of South Carolina-Columbia
B.S., Information Systems
Bank of America 2013 - Present
Bank of America September 2002 - 2013
Skills
Banking, Customer Service, Business Analysis, Project Management, Microsoft Office, Credit, Financial Analysis, Process Improvement, Analysis, Sales
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
Diablo Valley College 2000 — 2003
Internet Brands May 2015 - Present
Daily 49er May 2014 - December 2014
Daily 49er August 2012 - May 2014
The LAGRANT Foundation January 2014 - April 2014
Bank of America August 2011 - September 2013
Union Online February 2011 - June 2011
Warrior Life Magazine February 2011 - June 2011
Enzo Milano / Milano Hair Tools September 2006 - October 2008
Education
California State University-Long Beach 2011 — 2014
B.A., Journalism, Marketing minor
El Camino College 2009 — 2011
Associate of Arts (A.A.), Humanities
JPMorgan Chase 2007 - Present
Bank of America January 2005 - December 2006
Union Bank 2001 - 2005
Heritage Bank of Commerce 2000 - 2001
City National Bank (Acquired Civic Bank of Commerce) 1998 - 2000
GE Capital (Acquired Heller Financial) 1996 - 1997
California Bank & Trust (formerly Sumitomo Bank of California) 1994 - 1996
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Financial Services, SBA, Relationship Management, Credit Risk, Portfolio Management, Loans, Finance, Cross Selling, Financial Risk, Cash Management, Deposits, Underwriting, New Business Development, OMEGA Credit Training, RMA Credit Training, Lines Of Credit, Leadership, Financial Analysis
Education
Pacific Coast Banking School, University of Washington 2009 — 2010
Graduate School, Banking
The Risk Management Association (RMA)
Commercial Credit & Risk Training
Omega Performance
Commercial Lending & Relationship Management
California State University-Hayward - School of Business and Economics 1991 — 1994
BS, Finance
Bank of America July 2009 - Present
Bank of America February 1998 - July 2009
Diablo Valley College 1999 - 2002
BASE Consulting Group, LLC October 1996 - February 1998
Bank of America February 1993 - February 1996
PricewaterhouseCoopers August 1989 - February 1993
Skills
Business Intelligence, Management, Banking, Finance, Process Improvement, Business Analysis, SDLC, Strategy, Leadership, Project Management, Requirements Analysis, Vendor Management, Business Strategy, Microsoft Office
Education
California State University-Hayward - School of Business and Economics
Bachelor's degree, Accounting
University of California, Berkeley
Accounting and Business/Management
NetApp April 2011 - Present
California Employment Development Department 2009 - April 2011
Bank of America 2006 - 2008
AT&T 1996 - 2006
Franklin Templeton Group 1992 - 1996
Skills
Telecommunications, Process Improvement, Managed Services, CRM, Outsourcing, VoIP, Vendor Management, Governance, Product Management, ITIL, Data Center, Storage Area Networks, NetApp, SAN, High Availability, Enterprise Storage, NAS, Sla, Incident Management, Troubleshooting, Team Management, Business Process..., Customer Engagement, SLA, Virtualization
Education
California State University-Hayward - School of Business and Economics 1987 — 1990
Boeing January 2014 - Present
The Boeing Company July 2010 - January 2014
Bank of America January 2009 - July 2010
Skills
C, C++, C#, Java, Verilog, Assembly, HTML, UML, Matlab, SQL, CAD/CAM, MS Project, MS Office Suite, Visual Basic, Visual Studio, Visio, Unix, Keil, Eclipse, ARM7, Atmel, Microcontrollers, Telelogic DOORS, Xilinx, Microsoft Office, ClearCase, Object Oriented Design, Hardware, Systems Engineering, OS X, Windows, Programming, Software Engineering, Computer Science, Software Development, Software Design, Subversion, TCP/IP, Embedded Systems, FPGA
Education
California State University-Long Beach 2003 — 2010
Bachelor of Science, Computer Engineering
University of Southern California
Computer Science
Citywide Home Loans January 2013 - Present
Bank Of America Home Loans July 1995 - December 2012
Bank of America April 2009 - November 2012
Countrywide Home Loans January 2003 - April 2009
California Federal September 1991 - May 1994
PMA Mortgage November 1985 - September 1991
Skills
Loans, Mortgage Lending, FHA, First Time Home Buyers, Real Estate, Mortgage Banking, Refinance, REO, Loan Origination, Reverse Mortgages, Residential Mortgages, Single Family Homes, Investors, VA loans, Referrals, Government Loans, Selling, Relocation, Sellers, Sales, Residential Homes, Investment Properties, Real Estate Transactions, Short Sales, Condos, Foreclosures, HUD, Real Estate Financing, Construction Loans, Certified Mortgage..., USDA, FHA financing, Mortgage Underwriting, Real Estate Economics, Credit, Home Equity Loans, Loss Mitigation, Commercial Mortgages, Commercial Lending, Credit Analysis, Underwriting, Investments, Mortgage Marketing, Mortgage Servicing, Loan Modifications, Home Equity Lines of..., Loan Servicing, Financial Structuring, Commercial Real Estate, Consumer Lending
Education
California State University-Long Beach 1984 — 1986
MBA, Finance
millikan 1979 — 1981
Clean Power Finance May 2015 - August 2015
Bank of America October 2012 - July 2014
Starbucks February 2010 - March 2012
Starbucks February 2007 - February 2010
Skills
Customer Service, Sales, Teamwork, Microsoft Excel, Food Service, Banking, Microsoft Word, Staff Supervision, Teller Operations, Hospitality, Inventory, Staff Development, Strategic Planning
Education
California State University-Hayward - School of Business and Economics 2012 — 2014
Bachelors of science Business Administration, Finance and Corporate Management option
First Tech Federal Credit Union May 2015 - Present
Bank of America February 2012 - March 2015
Bank of America October 2011 - February 2012
Bank of America March 2011 - October 2011
Bank of America December 2009 - March 2011
Starbucks November 2004 - December 2009
Skills
Customer Service, Risk Management, Management, Microsoft Office, Leadership, Project Management, Loans, Process Improvement, Microsoft Word, Research, Time Management, Problem Solving, Customer Retention, Root Cause Analysis, Organization Skills, Junior underwriting, Manual Modification..., Loan Document..., Quality Assurance, Compliance Control, Reporting/Data..., Communication Skills, Team Development, Subject Matter Experts, Policies & Procedures..., Analysis, Finance, Sales
Education
William S. Hart High School 2000 — 2004
High School Diploma, General Studies
California State University-Hayward - School of Business and Economics
Business Administration and Management, General
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
Bank of America March 2013 - Present
Bank of America June 2004 - March 2013
Bank of America May 2001 - May 2004
Bank of America April 1996 - May 2001
Cal Bay Mortgage August 1981 - June 1996
Skills
Banking, Credit, Credit Cards, Retail Banking, Loans, Relationship Management, Vendor Management, Risk Management, Credit Risk, Business Analysis, Mortgage Lending, Financial Services, Mortgage Banking, Commercial Lending, Loan Origination, Cross Selling, Consumer Lending, Operational Risk..., CRM, Analysis, Operational Risk, AML, Process Improvement, Talent Management, Performance Management, Access Control...
Education
California State University-Hayward - School of Business and Economics 1975 — 1980
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Banc of California November 2014 - Present
Popular Community Bank August 2010 - Present
Orange County ARC May 2009 - Present
Bank of America 2005 - 2009
Bank of America June 1990 - January 2002
Bank of America January 1985 - May 1990
Skills
Banking, Strategic Financial..., Mortgage Lending, Sales
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
MBA
California State University-Long Beach
BA
University of California, Berkeley
University of California, Los Angeles
LeaderOne Financial March 2015 - Present
First California Mortgage Company May 2010 - August 2012
Benchmark Mortgage June 2009 - May 2010
Bank of America December 2007 - June 2009
SPFC January 2005 - December 2007
SPFC September 2001 - December 2004
Skills
Real Estate, New Business Development, First Time Home Buyers, Sales Management, Mortgage, Refinance, FHA, Mortgage Banking, Investment Properties, Purchase, Residential, PowerPoint, Marketing Strategy, Public Speaking, Advertising, Hiring, Strategic Planning, Credit, Loans, Mortgage Lending, Residential Mortgages, USDA, Real Estate Financing, Marketing, Loan Origination, Reverse Mortgages, Residential Homes, Banking, FHA financing, Sellers, Investments, Sales, VA loans, Certified Mortgage..., Negotiation, Credit Analysis, Referrals, Government Loans
Education
California State University-Long Beach 1986 — 1991
Bank of America August 2013 - August 2014
The Walt Disney Company June 2012 - July 2013
The Walt Disney Company June 2012 - January 2013
Levi Strauss & Co. June 2011 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Accounting, Time Management, Outlook, QuickBooks, Leadership, Teamwork, Financial Analysis, Budgets, Retail, Inventory Management, Team Leadership, Data Entry
Education
California State University-Long Beach 2013 — 2016
Bachelor of Science (BS), Accounting
Long Beach City College 2011 — 2013
Accounting
Warren High School
Mission Landscape February 2011 - Present
Bank of America September 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, Accounts Receivable, Microsoft Word, Budgets, Customer Service, PowerPoint, Accounts Payable, Strategic Planning, Sales, Team Building
Education
California State University-Long Beach 2004 — 2009
Bachelor's degree, Finance, General
Alteryx, Inc. December 2014 - Present
Dell May 2011 - December 2014
NetScout Systems April 2009 - May 2011
Enterprise Informatics August 2008 - April 2009
Quest Software Inc. January 2001 - August 2008
Bank of America 1994 - 1996
Skills
Virtualization, IT Service Management, Application Performance..., Sales Process, Leadership, Partner Management, Sales, Salesforce.com, Solution Selling, Cloud Computing, Enterprise Architecture, SharePoint, Strategic Partnerships, Professional Services, Selling, Software Industry, SaaS, New Business Development, Storage, VMware, Channel Sales, Storage Area Networks, Channel Partners, Data Center, Management, Enterprise Software, Security, Sales Enablement, Account Management, Business Alliances, Network Security, Forecasting, Product Management, Sales Management, Change Management, Channel, Sales Operations, Mergers & Acquisitions, Customer Service, Go-to-market Strategy, Solution Architecture, Marketing, Java, Business Intelligence, Managed Services, HP, Pre-sales, Integration, Disaster Recovery, Oracle HR
Education
California State University-Long Beach 1992 — 1995
BS, Accounting
Young Living Essential Oils September 2008 - Present
Farm Fresh To You July 2009 - July 2013
JetBlue Airways January 2004 - February 2007
Bank of America June 2001 - January 2004
American Capital Group, Inc. June 1996 - June 1998
Belmont Plaza Olympic Pool September 1992 - August 1996
Skills
Social Media, Social Networking, Social Media Marketing, Advertising, Team Building, Customer Relations, Coaching, Customer Service, Graphic Design, Event Planning, Event Management, Education, Graphics, Healthcare, Health, Hiring, Hospitality, Internet, Team Leadership, Leadership Development, Microsoft Office, Mentoring, Online Marketing, Newsletters, Organizing, PowerPoint, Planning, Photography, Spanish, Teaching, Teamwork, Word, Writing, Yoga, Microsoft Word, Nutrition, Essential Oils, Wellness, Reiki, Wellbeing, Holistic Health, Healing, Management
Education
International House, Barcelona 2008 — 2008
(CELTA) Certificate English Language Teaching to Adults, ESL
Platt College 1998 — 1998
A.A., Graphic Arts
California State University-Long Beach 1991 — 1996
b.a., Psychology
University of Pittsburgh 1995 — 1995
Semester at Sea, International Studies
Rio Americano High School 1988 — 1991
General Education, General Education
Livnot U'Lehibanot
Israel Introduction, Birthright Israel
BTIG January 2012 - Present
The Conifer Group, LLC May 2011 - December 2011
Bank of America March 1999 - March 2011
Franklin Templeton Group October 1997 - February 1999
Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments
Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science
GM Financial July 2015 - Present
GM Financial April 2013 - June 2015
Ally Financial Inc. (International Ops Purchased by GM Financial) August 2011 - April 2013
Ally Financial Inc. February 2010 - August 2011
Bank of America August 2007 - December 2009
Bank of America February 2006 - August 2007
Lam Research June 2000 - April 2005
US Navy June 1994 - July 2000
Skills
Supply Chain Management, Strategic Sourcing, Process Improvement, Vendor Management, Six Sigma, Cross-functional Team..., Procurement, Global Sourcing, Operations Management, Change Management, Business Process..., Contract Negotiation, Risk Management, Strategic Planning, Purchasing, Contract Management, Supply Management, Program Management, Strategy, Supply Chain
Education
United States Naval Academy 1990 — 1994
BS, General Engineering/Political Science
California State University-Hayward - School of Business and Economics 2002 — 2004
MBA, Supply Chain Management
Southern California Edison 2011 - Present
Hot Topic 2006 - 2010
BCBG Max Azria 2006 - 2006
Bank of America 2005 - 2006
Volt Services Group 2002 - 2005
Skills
Applicant Tracking..., Talent Acquisition, Sourcing, College Recruiting, Internet Recruiting, Recruiting, Talent Management, Leadership, Succession Planning, Human Resources
Education
California State University-Long Beach
BS, Management Information Systems
Esperance Advisors January 2015 - Present
Algert Coldiron Investors LLC 2004 - 2014
Esperance Advisors 2000 - 2004
Shorenstein Company LP 1998 - 2000
Bank of America 1993 - 1998
Marcus & Millichap 1989 - 1993
KPMG 1986 - 1989
Skills
Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Due Diligence
Education
California State University-Hayward - School of Business and Economics 1982 — 1986
BS, Business Administration - Accounting
Kaiser Permanente August 2004 - Present
Pacific Pension Institute 2007 - 2010
Berkeley Arts Center Board 2008 - 2009
Levi Strauss & Co. April 2001 - August 2004
Bank of America April 1976 - April 2001
Skills
Portfolio Management, Asset Managment, Asset Management, Investments, Hedge Funds, Finance, Financial Analysis, Equities, Pensions, Pension Funds, Asset Allocation, Valuation, Bloomberg, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Modeling, Strategic Financial..., Alternative Investments, Fixed Income, Fixed Income Strategies, Investment Management, Investment Strategies, Risk Management, Public Speaking, Defined Contribution, Investment Banking, Mutual Funds, Corporate Finance, Financial Services
Education
Harvard Business School 2010 — 2010
Certificate, Executive Leadership
California State University-Hayward - School of Business and Economics 1978 — 1982
Bank of America Account AdministratorBank of America1988 - 1995
Education
California State University-Hayward - School of Business and Economics 1983 — 1991
Theravance January 2012 - Present
Riverbed Technology December 2008 - April 2011
Franklin Templeton Investments June 2006 - November 2008
Franklin Templeton Investments June 2004 - July 2006
Bank of America January 2004 - May 2004
Bank of America January 1998 - January 2003
Skills
Forecasting, Budgets, Sales, Analysis, Management, Leadership, Training, Financial Reporting, Auditing, Banking, Business Process, Finance, Payroll, Variance Analysis
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
Bachelor of Science, Finance
Breeze (joinbreeze.com) November 2014 - Present
Surfrider Foundation San Francisco Chapter 2012 - 2015
Stitch Fix September 2013 - August 2014
Stitch Fix February 2013 - August 2013
Pets Unlimited 2008 - 2012
Bank of America January 2004 - January 2008
Skills
Management, Customer Service, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Facebook, Outlook, Public Speaking, Retail, Inventory Management, Training, Recruiting, Technical Recruiting, Talent Acquisition, Human Resources
Education
California State University-Long Beach
Psychology, Clinical Psychology
Mercy high school, Burlingame
Bank of America Merrill Lynch June 2011 - November 2014
Bank of America October 2007 - May 2011
Bank of America April 2003 - May 2007
Skills
Credit Risk, Banking, Management, Commercial Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Consumer Lending, Credit, Retail Banking
Education
California State University-Hayward - School of Business and Economics 1991 — 2001
Bachelor of Science (B.S.), Business Administration; Marketing Option
Women's Expo Management and Modern Bridal Inc. March 2012 - Present
Independent Contractor April 2008 - March 2011
Cal State 9 Credit Union April 2008 - May 2008
Bank of America January 2008 - April 2008
Cal State 9 Credit Union November 2006 - January 2008
Cal State 9 Credit Union April 2006 - October 2006
Cal State 9 Credit Union September 2005 - April 2006
Cal State 9 Credit Union December 2004 - September 2005
Bank of America September 2003 - December 2004
Bank of America July 1999 - September 2003
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Loans, Training, Data Entry, Administration, Credit
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Bachelor of Science (B.S.), Business Administration
LegalShield, Independent Associate August 2013 - Present
Bank of America October 2010 - Present
Skills
Sales Management, Customer Service, Sales, Team Building, Outlook, Microsoft Excel, Microsoft Word, Marketing, Retail, Account Management, Direct Sales, Team Leadership, Inventory Management, Teamwork
Education
California State University-Hayward - School of Business and Economics
Bachelor of Business Administration (B.B.A.)
Armanino LLP September 1994 - Present
Blue Shield of California January 1990 - August 1994
Bank of America February 1985 - December 1989
Skills
Auditing, Internal Audit, Management Consulting, Accounting, Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Corporate Tax, US GAAP, Non-profits
Education
California State University-Hayward - School of Business and Economics 1981 — 1984
BA, Accounting
HomeStreet Bank January 2014 - Present
Mortgage Advisory Group January 2010 - January 2014
Russell Investment Group March 2008 - September 2008
Washington Mutual March 2004 - October 2007
First Franklin Financial Corporation April 2000 - March 2004
Wells Fargo Bank March 1999 - March 2000
Bank of America April 1997 - January 1999
Bank of America June 1992 - April 1997
Morgan Stanley February 1987 - January 1991
Skills
Mortgage, Loans, Portfolio Management, Due Diligence, Bonds
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
MBA, Finance, CIS, and Accounting
Southern Methodist University 1982 — 1986
BS/BA, Economics/Anthropology
Bank of America October 2004 - Present
Skills
Banking, FX Options, Risk Management, Derivatives, Financial Risk, Retail Banking, Foreign Exchange, Back Office, Payments, Customer Service, AML, Strategic Planning, Operations Management, Currency, SWIFT payments, Settlement, Operational Risk..., Operational Risk, Credit, Fixed Income, Middle Office, Treasury Management, Leadership, Team Management
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
Bank of America May 2008 - Present
Bank of America 2002 - May 2008
Bank of America June 1996 - June 2002
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Product Management, Six Sigma, Treasury Services, Compliance, Deposits, Credit, Liquidity Management, Process Improvement, Banking Operations, Cross-functional Team..., Change Management, Liquidity, Product Development, Client Services, Operations Management
Education
California State University-Hayward - School of Business and Economics
University of California, Berkeley
AccountNow April 2012 - Present
Apex Systems May 2008 - April 2012
Washington Mutual Card Services October 2005 - February 2008
Providian Financial September 1999 - September 2005
Bank of America 1993 - 1999
Wells Fargo Bank November 1985 - October 1993
Skills
Process Improvement, Credit Cards, Risk Management, Vendor Management, Payments, Financial Services, Analysis, Analytics, Banking, Business Analysis, CRM, Call Centers, Change Management, Credit, Credit Risk, Finance, Cross-functional Team..., Financial Risk, Leadership, Management, Operations Management, Outsourcing, Program Management, Project Portfolio..., Relationship Management, Project Management, PMO, Start-ups, Strategy, SDLC, Requirements Gathering
Education
University of California, Berkeley 1975 — 1979
BS, business
California State University-Hayward - School of Business and Economics
MBA, Finance
E2open July 2014 - Present
Intelepeer June 2007 - July 2014
Corsair Memory April 2007 - June 2007
Covad 2005 - 2006
FD Floral 1998 - 2005
Visa June 2002 - June 2003
Bank of America May 1995 - May 2000
Skills
Telecommunications, Vendor Management, VoIP, Financial Analysis, Forecasting, Process Improvement, Financial Reporting, Accounting, Analysis, Integration, Business Process..., Start-ups, Cloud Computing, Project Management, SaaS, Managed Services, Cross-functional Team...
Education
Cal State University East Bay
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration w/ Telecom Management Option
LAUSD June 2001 - Present
Bank of America 1996 - 2001
Skills
Teaching, Curriculum Development, Literacy, K-12, Lesson Planning, Teacher Training, Elementary Education, Special Education, ESL, Staff Development, Differentiated..., Educational Leadership, Curriculum Design, Classroom Management, Tutoring, Classroom
Education
California State University-Long Beach
MA, English
University of Nevada-Las Vegas
Wells Fargo May 2011 - Present
Wells Fargo January 2008 - June 2011
Wells Fargo April 1999 - January 2008
Bank of America April 1996 - May 1999
Wells Fargo August 1992 - April 1996
Skills
Treasury Management, Product Management, Payments, Cross-functional Team..., Cash Management, Strategic Planning, Product Marketing, Negotiation, Banking, Contract Negotiation, Electronic Payments, Vendor Management, Management, Mergers & Acquisitions, Risk Management, Pricing, Competitive Analysis, Product Development, Product Launch, Product Strategy, Forecasting, Prepaid Cards, E-commerce, Budgeting, Debit Cards, Cards, Online Payments, Bill Payment, ACH, Analytics, Relationship Management, Financial Services, Business Analysis, Strategy
Education
California State University-Hayward - School of Business and Economics 1985 — 1989
BS Business Admin / Finance, Finance
Hyrbrid Energy Products January 2009 - Present
D-Tools, Inc. July 2004 - Present
Innovative Marketing Group 2000 - 2003
Bank of America 1999 - 1999
Skills
Strategic Planning, Cash Management, Strategic Partnerships, Cost Control, Audit Management, Corporate Operations, Accounting, English, Financial Analysis, Start-ups, Budgeting, Financial Modeling, Forecasting, Financial Reporting, Business Planning, Customer Relations, Business Strategy, Team Building, Financial Management, Negotiation, Corporate Finance, International Business
Education
California State University-Hayward - School of Business and Economics 2000 — 2003
Bachelor of Science
Bank of America July 1976 - February 2008
Education
California State University-Hayward - School of Business and Economics 1974 — 1976
BS; MBA, Management Sciences
Wells Fargo September 2015 - Present
U.S. Bank October 2014 - August 2015
AAA Northern California, Nevada & Utah Insurance Exchange July 2013 - September 2014
Wells Fargo January 2009 - December 2012
Bank of America May 2006 - December 2008
Countrywide Home Loans April 2004 - April 2006
Skills
Real Estate, Mortgage Lending, Mortgage Banking, Banking, Loans, FHA, Refinance, Account Management, Underwriting, USDA, Loan Origination, Consumer Lending, VA loans, Credit Analysis, Residential Mortgages, Credit, Commercial Lending, FHA financing, Reverse Mortgages, First Time Home Buyers, Mortgage Underwriting, Real Estate Economics, Investment Properties, FHA Financing, VA Loans
Education
California State University-Hayward - School of Business and Economics 1998 — 2000
BS, Computer Information Systems
Pacific Gas and Electric Company August 2011 - Present
Pacific Gas and Electric Company July 2010 - July 2011
Pacific Gas & Electric March 2009 - June 2010
Washington Mutual November 2005 - January 2009
Irwin Home Equity January 2003 - October 2005
Bank of America June 1994 - December 2002
Skills
Access, Business Analysis, PL/SQL, Business Requirements, Outlook, SQL, Data Analysis, Process Improvement, Excel, SQL Server, PowerPoint, Business Process..., Analysis, Visual Basic, Microsoft Office, Microsoft Excel, SharePoint
Education
California State University-Hayward - School of Business and Economics 2004 — 2007
MBA, Business Administration
California State University-Hayward - School of Business and Economics 2000 — 2002
B.S., Business Administration - CIS
Diablo Valley College 1993 — 1999
A.A., Libral Arts
Hitachi Consulting 2009 - Present
Fidelity Investments May 2006 - November 2009
Zions Bank 2002 - 2006
JMN Associates 2002 - 2002
Wells Fargo 1999 - 2001
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Bank of America 1979 - 1995
Skills
Management Consulting, Program Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Business Transformation, Change Management, Financial Services, IT Strategy, Investments, Leadership, Management, Mergers, PMO, Portfolio Management, Project Portfolio..., Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1981
MBA, Finance
University of California, Los Angeles 1971 — 1975
BA, Economics
Bank of America 2011 - Present
UHY Advisors 2010 - 2011
BANK AMERICA CORP. (formerly Countywide Financial Corp.) 2003 - 2008
BANK AMERICA CORP (formerly Countrywide Financial) 1998 - 2003
BANK AMERICA CORP. (formerly Countywide Financial Corp.) 1995 - 1998
BANK AMERICA CORP (formerly Countrywide Financial) 1994 - 1995
BANK AMERICA CORP (formerly Countrywide Financial) 1993 - 1994
BANK AMERICA CORP (formerly Countrywide Financial) 1989 - 1993
GIBRALTAR SAVINGS 1988 - 1989
Grant Thornton 1985 - 1988
Skills
Accounting, Strategic Planning, Staff Development, Training, Sarbanes-Oxley Act, Financial Risk, Risk Assessment, Forecasting, Project Management, Budget, Internal Controls, Due Diligence, Risk Management, Auditing, Enterprise Risk..., Corporate Finance, Budgets, Finance, Leadership, Banking, Management Consulting, Loans, Financial Analysis, Credit Risk, Financial Services, Process Improvement, Change Management, Business Analysis, Credit, Program Management, Governance, Financial Reporting, Business Process..., Financial Modeling, Corporate Governance
Education
Loyola Law School, Los Angeles 1995 — 1999
JD, Law
California State University-Northridge 1990 — 1993
MBA, Business Administration with emphasis in MIS
California State University-Long Beach 1980 — 1984
BS, Accounting
Lam Research July 2010 - Present
Mervyn's LLC January 2004 - May 2010
Commerce One, Inc. (High-Tech) January 2000 - June 2003
Bank of America January 1985 - January 2000
Skills
Employee Benefits
Education
California State University-Hayward - School of Business and Economics
BS, Business Administration (Finance)
Verizon Corporate Resources Group July 2004 - Present
Mirant July 2001 - June 2004
MCI Worldcom September 1999 - July 2001
Bank of America March 1998 - September 1999
Aradigm Corporation April 1997 - January 1998
Wells Fargo May 1991 - April 1997
Education
California State University-Hayward - School of Business and Economics 1996 — 1997
MBA, International Business
California State University-Hayward - School of Business and Economics 1991 — 1994
Bachelor of Science, Accounting
Union Bank 2001 - Present
Union Bank of California May 2000 - Present
Wells Fargo Bank May 2003 - December 2008
Bank of America February 1987 - July 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Planning, Financial Risk
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Berkeley
BA, Bacteriology
Bank of America March 2012 - Present
bank of america 2006 - August 2012
Bank of America 2004 - 2006
E*TRADE Financial 2000 - 2001
Education
California State University-Hayward - School of Business and Economics 1988 — 1993
MBA, Finance
City National Bank March 2014 - Present
Wells Fargo April 2013 - January 2014
City National Bank April 2011 - April 2013
Bank of America July 2006 - April 2011
Bank of America April 2002 - July 2006
Skills
Relationship Management, Treasury Services, Strategic Planning, Process Improvement, Customer Service, Commercial Banking, Financial Analysis, Finance, Credit
Education
California State University-Long Beach 1991 — 1998
Bachelor of Arts, Human Development
Bank of America Alps underwriterWestlake Financial ServicesJanuary 2012 - Present
Education
California State University-Long Beach 2007 — 2009
BS, Business Finance
California State University-Long Beach - College of Business Administration 2006 — 2009
BS, Finance
Santa Monica College 2003 — 2006
AA, Liberal arts
Bank of America 2009 - Present
Patelco Credit Union 2000 - Present
WACHOVIA 1993 - Present
World Savings 1993 - Present
Patelco Credit Union March 2008 - November 2008
Wachovia Bank November 1998 - February 2008
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
Business Adminstration
First Community Bank Santa Rosa March 2015 - Present
Crowe Horwath LLP November 2011 - March 2015
Perry-Smith LLP August 2002 - November 2011
Silicon Valley Bank December 2000 - July 2002
Bank of America May 1997 - December 2000
Skills
Finance, Financial Audits, Internal Controls, Auditing, Financial Analysis, SEC filings, Enterprise Risk..., Sarbanes-Oxley Act, Mergers & Acquisitions, Private Equity, Banking, Financial Reporting
Education
Pacific Coast Graduate School of Banking- University of Washington 2008 — 2010
Graduate, School of Banking
California State University-Hayward - School of Business and Economics 1992 — 1996
UMore Development LLC June 2014 - Present
The Beck Group December 2010 - July 2013
United Properties August 1984 - December 2010
Travelers Insurance 1977 - 1984
Bank of America 1976 - 1976
Skills
Negotiation, Location Intelligence, Real Estate Development, Entitlements, Real Estate, Investment Properties, Asset Managment, Leases, Property Management, Construction Management, Real Estate Transactions, Construction, Disposition, Feasibility Studies, Mixed-use, Land Development, Corporate Real Estate, Due Diligence, Contract Negotiation, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Redevelopment, Lease Negotiations, Shopping Centers, Asset Management, Budgets, Tenant, Brokerage, Investments, Lease Administration, Acquisitions, Tenant Representation, Apartments, Affordable Housing, Landlords, Residential Homes, Finance, Zoning, Real Estate Private..., Financial Analysis, Market Analysis, Land Use Planning, Commercial Leasing, Valuation, Property, Appraisals, Facilities Management, Renovation, LEED
Education
California State University-Long Beach 1971 — 1975
B.S. Business, Finance, Marketing
Fluor Corporation April 2014 - Present
OneOC (Formerly Volunteer Center Orange County) November 2004 - August 2009
OneOC (Formerly Volunteer Center Orange County) November 2004 - August 2009
COMMUNITY SERVICE PROGRAMS, INC January 2001 - November 2004
BANK OF AMERICA January 1994 - January 2001
Skills
Research, Nonprofits, Program Development, Volunteer Management, Community Outreach, Public Speaking, Community Development, Fundraising, Grant Writing, Program Management, Training, Event Planning, Management, Strategic Planning, Event Management
Education
California State University-Long Beach
B.S
Pacific Life 1997 - Present
Bank of America 1992 - 1997
Skills
Portfolio Management, Asset Managment, Underwriting, CMBS, Workout, Loan Servicing, Asset Management, Valuation, Structured Finance, Investment Properties, Due Diligence, Financial Structuring, Real Estate, Real Estate Financing, Loan Origination, Loans, Securitization, Credit Analysis, Investments, Credit, Commercial Real Estate
Education
California State University-Long Beach
Bachelor of Science in Business Administration, Finance
Jiu Jitsu De Brazil
MassMutual Financial Group April 2009 - Present
Bank of America June 2006 - April 2009
Education
California State University-Hayward - School of Business and Economics 1984 — 1989
Bachelor of Science, Business Administration and Marketing
Various
Innercept August 2006 - Present
Northwest Psychiatric Associates June 2004 - August 2006
Mountain West Bank March 2001 - December 2003
Bank of America January 1999 - August 2000
Seafirst Bank June 1993 - January 1999
Foot Locker August 1991 - May 1993
Pioneer Electronics May 1990 - June 1991
TRW June 1984 - April 1990
Education
California State University-Long Beach 1981 — 1985
BS, Finance
Access Capital January 2005 - Present
Preferred Lease September 2000 - January 2005
First Sierra Financial November 1997 - September 2000
Bank of America January 1993 - November 1997
Education
California State University-Long Beach 1994 — 1996
BA, Anthropology
Long Beach City College 1992 — 1994
AA, Administration of Justice
IBEW Local 11 October 2012 - Present
Cerritos College Campus Police January 2011 - Present
Pepsi Bottling Group January 2007 - December 2009
Pepsi Bottling Group June 2005 - December 2006
Pepsi Bottling Group May 1995 - May 2005
Bank of America June 1994 - December 1995
Skills
Sales, New Business Development, Inventory Management, Training, Microsoft Office, Team Building, Leadership, Marketing, Strategic Planning, Microsoft Excel, Management, Public Speaking, Team Leadership, Merchandising, Sales Management, Strategic Leadership, Team Management, Direct Sales, Product Marketing, Account Management, Negotiation, Contract Negotiation
Education
California State University-Long Beach 2003 — 2005
B.A. - Interpersonal and Organizational Communication
Electrical Training Institute 2012 — 2017
ACCORD 2010 — 2011
CDPH Water Distribution Operator grade D2 & Water Treatment Operator grade T2 Licenses
Long Beach City College 1989 — 1992
Associate of Arts (A.A.)
Bank of the West September 2005 - Present
Bank of America June 1998 - July 2005
Bank of America August 1995 - May 1998
Bank of America July 1993 - August 1995
Skills
Segmentation, Banking, Financial Analysis, Product Management, Analysis, CRM, Leadership, Management, Portfolio Management, Marketing Strategy, Analytics, Business Analysis
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Santa Cruz
BA, Psychology
US Army April 2011 - Present
Amazon.com July 2010 - March 2011
Allied Barton Security Services April 2009 - November 2009
Bank of America March 2008 - August 2008
Orange County Government September 2007 - December 2007
St.Jude Heritage Medical Clinic August 2005 - June 2006
The Old Spaghetti Factory August 2004 - July 2005
Skills
Government, Management, PowerPoint, Time Management, Microsoft Office, Personnel Management, Equipment Management, Employee Training, Academic Research, Training
Education
Warrior Leader Course 2012 — 2012
Certificate, Military and Strategic Leadership, Commandant's List
California State University-Long Beach 2006 — 2009
Bachelor's Degree, Political Science, Economics, 3.85
Fullerton College 2003 — 2005
Associate's Degree, Business Administration
Laine Wealth Management September 2012 - Present
LPL Financial October 2008 - October 2012
Bank of America October 2007 - October 2008
Knowledge Right Now Tutoring September 2006 - October 2007
Sports Chalet July 2006 - September 2007
Skills
Risk Management, Investments, Customer Service, Strategic Financial..., Financial Modeling, Asset Management, Public Speaking, Business Planning, Business Analysis, Valuation, Financial Planning, Business Strategy, Strategic Planning, Insurance, Loans, Leadership Development, Analysis, Accounting, Financial Reporting, Credit Analysis, Mortgage Lending, Asset Allocation, Estate Tax Planning, Microsoft Office 2007, Pivot Tables, HTML, Budgets, Forecasting, Problem Solving, Compliance, Customer Relations, Series 7: General..., Series 66 Licensed:..., Visual Basic: Novice, jQuery:Novice, Slow Pitch Softball
Education
College of Financial Planning 2009 — 2011
California State University-Long Beach 2004 — 2009
Bachelor of Science (B.S.), Finance, Real Estate, and Law: Investment Emphasis
Bishop Montgomery High School 2000 — 2004
Mechanics Bank June 2015 - Present
Mechanics Bank January 2008 - Present
Mechanics Bank January 2002 - December 2007
Mechanics Bank November 1997 - December 2001
Bank of America 1995 - 1997
Skills
Financial Reporting, Banking, Accounting, Financial Accounting, Analysis, ALM, Accounts Payable, Finance, Cash Management, Financial Analysis, Investment Banking, Treasury, Management, Leadership, Credit
Education
University of Washington 2010 — 2012
Pacific Coast Banking School
California State University-Hayward - School of Business and Economics 1999 — 2001
MBA, Finance & Computer Information Systems
California State University-Hayward - School of Business and Economics 1993 — 1995
BS, Finance & Accounting
San Francisco State University
American Business Bank June 2014 - Present
Union Bank June 2007 - June 2014
Bank of America February 2000 - June 2007
Banco Popular February 1998 - March 2000
Skills
Customer Service, Microsoft Office, Loan Origination, Credit Analysis, Personal Finance, Investments, Commercial Lending, Commercial Real Estate, Financial Statement...
Education
California State University-Long Beach 1988 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
El Camino College 1985 — 1988
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Gonzalez & Associates May 2012 - Present
Bank of America October 2010 - November 2011
Full Power Living March 2007 - July 2010
Skills
Accounting, Journal Entries, General Ledger, Fixed Assets, GAAP, Accruals, Account Reconciliation, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, Tax, Corporate Tax, Internal Controls
Education
California State University-Hayward - School of Business and Economics 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
Contra Costa College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Institutional Bond Network, LLC. April 2005 - Present
Bank of America April 2001 - April 2005
Prudential Financial March 1999 - May 2001
Education
California State University-Los Angeles 1992 — 1995
Bachelor's degree, History/Economics
California State University-Hayward - School of Business and Economics 1991 — 1992
Bank of America December 1980 - Present
Bank of America December 1980 - Present
Skills
Leadership, Associate Development, Team Management, Problem Resolution, Employee Training, Strategic Planning
Education
California State University-Hayward - School of Business and Economics
Gymboree March 2014 - Present
Hewlett-Packard November 1997 - September 2013
Bank of America 1990 - 1993
Skills
Finance, Tax, Analysis, Accounting, Financial Analysis, Account Reconciliation, Process Improvement, Accounts Payable, General Ledger, Microsoft Excel
Education
California State University-Hayward - School of Business and Economics 1987 — 1994
Bachelor of Science (B.S.), Business Administration focus in Finance
Community Child Care Council (4C's) of Alameda County 2007 - 2015
Bank of America June 2002 - November 2007
Skills
Work independently, Excellent in performing..., Excellent knowledge of..., Utilize several..., Well train to work with...
Education
California State University-Hayward - School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration
Chabot College 2000 — 2004
Associate of Arts (A.A.), Business Administration