Boyce & Associates, Inc.
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Boyce & Associates, Inc. Employees
Employee
Years
Job
Industry
Kerry M Boyce, CPC, ERPA Kerry M Boyce, CPC, ERPA's Boyce & Associates, Inc. Experience November 1989 - Present
Job Head Pension Geek, Actuary Whisperer, ERISA interpreter, retirement plan innovator & CEO at Boyce & Associates
Industry Financial Services
Experience
Boyce & Associates, Inc. November 1989 - Present
Vistage International 1998 - Present
American Society of Pension Professionals and Actuaries October 2002 - October 2008
Scott, Tellier & Co. August 1981 - May 1989
Skills
Qualified Retirement..., Plan Design, Pensions, Actuarial Consulting, ERISA, Defined Benefit, Profit Sharing, Retirement Plan..., Retirement Services, Plan Administration, Pension Administration, Cash Balance Plans, Dynamic Benefit Plan..., 401k, Retirement, Employee Benefits, Retirement Planning, Business Planning, Cash Balance, Actuarial Science, Financial Planners, Pension Funds, Executive Pay, Investments, Estate Planning, Strategic Financial..., Tax, Actuaries, IRAs, ESOP, Non-Qualified Deferred..., Investment Advisory, Retirement Savings, 457 Plans, 403 b, Asset Allocation, Defined Contribution, Financial Planning
Education
Drake University 1974 — 1975
Actuarial Science
Boyce & Associates, Inc. November 1989 - Present
Vistage International 1998 - Present
American Society of Pension Professionals and Actuaries October 2002 - October 2008
Scott, Tellier & Co. August 1981 - May 1989
Skills
Qualified Retirement..., Plan Design, Pensions, Actuarial Consulting, ERISA, Defined Benefit, Profit Sharing, Retirement Plan..., Retirement Services, Plan Administration, Pension Administration, Cash Balance Plans, Dynamic Benefit Plan..., 401k, Retirement, Employee Benefits, Retirement Planning, Business Planning, Cash Balance, Actuarial Science, Financial Planners, Pension Funds, Executive Pay, Investments, Estate Planning, Strategic Financial..., Tax, Actuaries, IRAs, ESOP, Non-Qualified Deferred..., Investment Advisory, Retirement Savings, 457 Plans, 403 b, Asset Allocation, Defined Contribution, Financial Planning
Education
Drake University 1974 — 1975
Actuarial Science
Tiffany Jepsen Tiffany Jepsen's Boyce & Associates, Inc. Experience January 2009 - November 2013
Job Account Administrator
Industry Financial Services
Experience
Alerus Retirement Solutions October 2014 - Present
Retirement Alliance, Inc. November 2013 - December 2014
Boyce & Associates, Inc. January 2009 - November 2013
Benefit Plans, Inc. 2000 - 2008
Skills
401k, Profit Sharing, Pensions, Qualified Retirement..., Defined Contribution, Process Improvement, Pension Administration, Retirement Plan..., ERISA, Defined Benefit, Employee Benefits, Retirement Planning, Retirement
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science, Agribusiness
Alerus Retirement Solutions October 2014 - Present
Retirement Alliance, Inc. November 2013 - December 2014
Boyce & Associates, Inc. January 2009 - November 2013
Benefit Plans, Inc. 2000 - 2008
Skills
401k, Profit Sharing, Pensions, Qualified Retirement..., Defined Contribution, Process Improvement, Pension Administration, Retirement Plan..., ERISA, Defined Benefit, Employee Benefits, Retirement Planning, Retirement
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science, Agribusiness
Laura Symon Browne, CFP®, ChFC® Laura Symon Browne, CFP®, ChFC®'s Boyce & Associates, Inc. Experience August 1992 - May 1993
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard May 1998 - Present
Towers Watson May 1993 - May 1998
Boyce & Associates, Inc. August 1992 - May 1993
Skills
Investment Strategies, ETFs, Retirement Planning, Leadership, Certified Financial..., Strategic Planning, Change Management, Operational Excellence, Risk Management, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Equities
Education
Tulane University 1990 — 1992
B.S., Mathematical Economics, cum laude
St. Teresa's Academy 1986 — 1990
Vanguard May 1998 - Present
Towers Watson May 1993 - May 1998
Boyce & Associates, Inc. August 1992 - May 1993
Skills
Investment Strategies, ETFs, Retirement Planning, Leadership, Certified Financial..., Strategic Planning, Change Management, Operational Excellence, Risk Management, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Equities
Education
Tulane University 1990 — 1992
B.S., Mathematical Economics, cum laude
St. Teresa's Academy 1986 — 1990
Scott Roenigk Scott Roenigk's Boyce & Associates, Inc. Experience January 2010 - June 2010
Job Making new friends at work and in the community.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
Angela Jee Angela Jee's Boyce & Associates, Inc. Experience January 1997 - October 2010
Job Pension Consultant at Arrow Pensions
Industry Accounting
Experience
Arrow Pensions February 2015 - Present
Sunwest Pensions December 2010 - January 2015
Boyce & Associates, Inc. January 1997 - October 2010
Skills
Profit Sharing, Plan Design, Defined Benefit, Pensions, 401k, ERISA, Retirement, Pension Administration, Retirement Plan..., Business Planning, Qualified Retirement..., Retirement Planning, Defined Contribution, Mutual Funds
Education
University of Arizona 1992 — 1996
Bachelor of Science, Mathematics
University of Arizona 1992 — 1996
B.S. in Mathematics, Mathematics
Arrow Pensions February 2015 - Present
Sunwest Pensions December 2010 - January 2015
Boyce & Associates, Inc. January 1997 - October 2010
Skills
Profit Sharing, Plan Design, Defined Benefit, Pensions, 401k, ERISA, Retirement, Pension Administration, Retirement Plan..., Business Planning, Qualified Retirement..., Retirement Planning, Defined Contribution, Mutual Funds
Education
University of Arizona 1992 — 1996
Bachelor of Science, Mathematics
University of Arizona 1992 — 1996
B.S. in Mathematics, Mathematics
Cullen Hake Cullen Hake's Boyce & Associates, Inc. Experience June 2015 - Present
Job Operations Manager at Boyce & Associates, Inc.
Industry Transportation/Trucking/Railroad
Experience
Boyce & Associates, Inc. June 2015 - Present
Penske Truck Leasing February 2014 - June 2015
Penske Truck Leasing January 2010 - February 2014
Penske Truck Leasing Co LP August 2006 - January 2010
Skills
Customer Service, Accounts Receivable, Microsoft Office, Financial Accounting, Records Management, Billing Systems, Claims Resolution, Phone Skills, Operations Research, Supply Chain Management, Administrative Support, Accounts Payable, Employee Management, Personnel Management, Staff Development, Project Management, Recruiting, Interviews, Microsoft Excel, Team Building, Inventory Management, Customer Satisfaction, Operations Management, Budgets, Training, Leadership, Management, Account Management, Logistics, Transportation
Education
Gonzaga University - School of Business Administration 2002 — 2006
BA, Business Administration, Marketing
Boyce & Associates, Inc. June 2015 - Present
Penske Truck Leasing February 2014 - June 2015
Penske Truck Leasing January 2010 - February 2014
Penske Truck Leasing Co LP August 2006 - January 2010
Skills
Customer Service, Accounts Receivable, Microsoft Office, Financial Accounting, Records Management, Billing Systems, Claims Resolution, Phone Skills, Operations Research, Supply Chain Management, Administrative Support, Accounts Payable, Employee Management, Personnel Management, Staff Development, Project Management, Recruiting, Interviews, Microsoft Excel, Team Building, Inventory Management, Customer Satisfaction, Operations Management, Budgets, Training, Leadership, Management, Account Management, Logistics, Transportation
Education
Gonzaga University - School of Business Administration 2002 — 2006
BA, Business Administration, Marketing
Breanna Dill's Boyce & Associates, Inc. Experience August 2011 - February 2013
Job Financial Analyst at National Bank of Arizona
Industry Banking
Experience
National Bank of Arizona - Real Estate Banking Group February 2013 - Present
Boyce & Associates, Inc. August 2011 - February 2013
Education
Eastern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
National Bank of Arizona - Real Estate Banking Group February 2013 - Present
Boyce & Associates, Inc. August 2011 - February 2013
Education
Eastern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Amber Curl Amber Curl's Boyce & Associates, Inc. Experience March 2015 - Present
Job Administrative Assistant to Kerry Boyce, Education Coordinator & New Business Manager at Boyce & Associates, Inc.
Industry Financial Services
Experience
Boyce & Associates, Inc. March 2015 - Present
In-N-Out Burger April 2005 - March 2015
Education
Gateway Community College
Associate’s Degree
Northern Arizona University
Boyce & Associates, Inc. March 2015 - Present
In-N-Out Burger April 2005 - March 2015
Education
Gateway Community College
Associate’s Degree
Northern Arizona University
Gary Mevorah Gary Mevorah's Boyce & Associates, Inc. Experience December 2010 - December 2011
Job Pension Actuary
Industry Financial Services
Experience
QBI, LLC December 2011 - Present
Boyce & Associates, Inc. December 2010 - December 2011
Pensions By Design January 2004 - November 2010
Pensionright.com June 1998 - December 2003
Pension Service Company August 1992 - May 1998
EY July 1991 - August 1992
Towers Watson July 1984 - July 1991
Skills
Actuarial Consulting, Defined Benefit, Actuarial Science, Pensions, Retirement Planning, Employee Benefits, Qualified Retirement..., Retirement, Profit Sharing, 401k, ERISA, Retirement Plan..., Actuaries, Pension Administration, Fixed Annuities
Education
State University of New York at Albany 1980 — 1984
BS, Mathematics
QBI, LLC December 2011 - Present
Boyce & Associates, Inc. December 2010 - December 2011
Pensions By Design January 2004 - November 2010
Pensionright.com June 1998 - December 2003
Pension Service Company August 1992 - May 1998
EY July 1991 - August 1992
Towers Watson July 1984 - July 1991
Skills
Actuarial Consulting, Defined Benefit, Actuarial Science, Pensions, Retirement Planning, Employee Benefits, Qualified Retirement..., Retirement, Profit Sharing, 401k, ERISA, Retirement Plan..., Actuaries, Pension Administration, Fixed Annuities
Education
State University of New York at Albany 1980 — 1984
BS, Mathematics
Cher Roesler Cher Roesler's Boyce & Associates, Inc. Experience October 2000 - September 2006
Job Arrow Pensions, Owner & Actuarial Consultant
Industry Financial Services
Experience
Arrow Pensions September 2006 - Present
Boyce & Associates, Inc. October 2000 - September 2006
Matthews, Malone & Associates December 1995 - October 2000
United South Central High School August 1988 - July 1995
Skills
Retirement Plan..., Qualified Retirement..., Defined Benefit, Cash Balance, Profit Sharing, 401k, Complex Plan Designs..., Retirement Planning, Actuarial Science, Retirement, Pensions, Financial Analysis, Pension Funds, Financial Modeling, Finance
Education
Minnesota State University, Mankato 1982 — 1987
Bachelor's degree, Mathematics
Northwest College 1979 — 1981
Associate's degree, Economics
Arrow Pensions September 2006 - Present
Boyce & Associates, Inc. October 2000 - September 2006
Matthews, Malone & Associates December 1995 - October 2000
United South Central High School August 1988 - July 1995
Skills
Retirement Plan..., Qualified Retirement..., Defined Benefit, Cash Balance, Profit Sharing, 401k, Complex Plan Designs..., Retirement Planning, Actuarial Science, Retirement, Pensions, Financial Analysis, Pension Funds, Financial Modeling, Finance
Education
Minnesota State University, Mankato 1982 — 1987
Bachelor's degree, Mathematics
Northwest College 1979 — 1981
Associate's degree, Economics
Casey Brennan Casey Brennan's Boyce & Associates, Inc. Experience June 2006 - May 2009
Job Customer Care Professional
Industry Financial Services
Experience
American Express February 2015 - Present
TBI Mortgage August 2013 - January 2015
JPMorgan Chase March 2010 - August 2013
Boyce & Associates, Inc. June 2006 - May 2009
Skills
Customer Service, Leadership, Teamwork, Jumbo Mortgage, Customer Satisfaction, Residential Mortgages, Mortgage Banking, Auditing, Problem Solving, Communication, Organization, Loyal, Independence, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Internet, Pension Administration, Outlook, Sales, Credit, Underwriting, Mortgage Lending, Loans, Finance, Management, Flexable, Relationship Building, Exceptional mentor &...
Education
Rio Salado College 2013 — 2015
Business Administration, Management and Operations
North High School 1999 — 2003
Diploma, General Studies
American Express February 2015 - Present
TBI Mortgage August 2013 - January 2015
JPMorgan Chase March 2010 - August 2013
Boyce & Associates, Inc. June 2006 - May 2009
Skills
Customer Service, Leadership, Teamwork, Jumbo Mortgage, Customer Satisfaction, Residential Mortgages, Mortgage Banking, Auditing, Problem Solving, Communication, Organization, Loyal, Independence, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Internet, Pension Administration, Outlook, Sales, Credit, Underwriting, Mortgage Lending, Loans, Finance, Management, Flexable, Relationship Building, Exceptional mentor &...
Education
Rio Salado College 2013 — 2015
Business Administration, Management and Operations
North High School 1999 — 2003
Diploma, General Studies
Mary Berk Mary Berk's Boyce & Associates, Inc. Experience July 2008 - February 2014
Job Consultant at MJM401K
Industry Financial Services
Experience
MJM401k January 2015 - Present
United Retirement Plan Consultants August 2014 - December 2014
United Retirement Plan Consultants/Mercer Advisors February 2014 - August 2014
Boyce & Associates, Inc. July 2008 - February 2014
Coble Pension Group March 2004 - September 2008
Beneco, Inc. March 2003 - March 2004
CBIZ 2000 - 2001
Matthews Malone & Associates 1990 - 1998
REBC 1988 - 1990
National Associates, Inc. 1984 - 1988
Skills
Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA, Microsoft Excel
Education
Devry University 2000 — 2002
BS, Information Systems
Pepperdine University 1983 — 1984
BS, Business Management
MJM401k January 2015 - Present
United Retirement Plan Consultants August 2014 - December 2014
United Retirement Plan Consultants/Mercer Advisors February 2014 - August 2014
Boyce & Associates, Inc. July 2008 - February 2014
Coble Pension Group March 2004 - September 2008
Beneco, Inc. March 2003 - March 2004
CBIZ 2000 - 2001
Matthews Malone & Associates 1990 - 1998
REBC 1988 - 1990
National Associates, Inc. 1984 - 1988
Skills
Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA, Microsoft Excel
Education
Devry University 2000 — 2002
BS, Information Systems
Pepperdine University 1983 — 1984
BS, Business Management
Dennis Salvati's Boyce & Associates, Inc. Experience May 2004 - November 2004
Job • Sr. Account Manager SMB Business at Insight Enterprises
Industry Information Technology and Services
Experience
Insight Enterprises June 2005 - Present
Boyce & Associates, Inc. May 2004 - November 2004
Metavante November 1997 - January 2004
Nutrition Warehouse 1995 - 1997
Skills
Cisco Technologies, Sales, Solution Selling, Channel Partners, Citrix, Managed Services, SaaS, HP, Enterprise Software, Direct Sales, Cloud Computing, Software Industry, Sales Process, Professional Services, Selling, Account Management, Salesforce.com
Education
Hofstra University 1993 — 1995
Bachelors, Marketing
Nassau Community College 1991 — 1993
Associates, Communications / Media Arts
Insight Enterprises June 2005 - Present
Boyce & Associates, Inc. May 2004 - November 2004
Metavante November 1997 - January 2004
Nutrition Warehouse 1995 - 1997
Skills
Cisco Technologies, Sales, Solution Selling, Channel Partners, Citrix, Managed Services, SaaS, HP, Enterprise Software, Direct Sales, Cloud Computing, Software Industry, Sales Process, Professional Services, Selling, Account Management, Salesforce.com
Education
Hofstra University 1993 — 1995
Bachelors, Marketing
Nassau Community College 1991 — 1993
Associates, Communications / Media Arts
Cynthia L. Boyce's Boyce & Associates, Inc. Experience January 1990 - December 2011
Job Executive Director at Bedford Stuyvesant Early Childhood Development Center
Industry Law Practice
Experience
Bedford Stuyvesant Early Childhood Development Center February 2011 - Present
Women's Mediaton Group 2002 - 2012
Boyce & Associates, Inc. January 1990 - December 2011
Office of NYS Senator Velmanette Montgomery 2009 - January 2011
MSB Philanthropy Advisors 2010 - 2010
Office of NYS Senator Montgomery 2009 - 2010
Brooklyn Rainbow 2008 - 2010
Bed Stuy Comm Legal Services Corp 2007 - 2010
St James Place Block Assoc 2006 - 2010
Nest+m 2007 - 2009
Skills
Non-profits, Public Speaking, Strategic Planning, Community Outreach, Organizational..., Fundraising, Program Management, Research, Training, Project Management, Leadership Development, Coaching
Education
Harvard Law School 1981 — 1984
J.D., Law
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Real Estate Development
Cornell University 1971 — 1975
BA, Psychology
Cornell University 1971 — 1975
BA, Psychology
Bedford Stuyvesant Early Childhood Development Center February 2011 - Present
Women's Mediaton Group 2002 - 2012
Boyce & Associates, Inc. January 1990 - December 2011
Office of NYS Senator Velmanette Montgomery 2009 - January 2011
MSB Philanthropy Advisors 2010 - 2010
Office of NYS Senator Montgomery 2009 - 2010
Brooklyn Rainbow 2008 - 2010
Bed Stuy Comm Legal Services Corp 2007 - 2010
St James Place Block Assoc 2006 - 2010
Nest+m 2007 - 2009
Skills
Non-profits, Public Speaking, Strategic Planning, Community Outreach, Organizational..., Fundraising, Program Management, Research, Training, Project Management, Leadership Development, Coaching
Education
Harvard Law School 1981 — 1984
J.D., Law
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Real Estate Development
Cornell University 1971 — 1975
BA, Psychology
Cornell University 1971 — 1975
BA, Psychology
Susan Yan's Boyce & Associates, Inc. Experience August 2009 - October 2010
Job ASA, MAAA
Industry Insurance
Experience
Blue Cross Blue Shield of Arizona October 2011 - Present
CVS Caremark Corporation October 2010 - October 2011
Boyce & Associates, Inc. August 2009 - October 2010
Deloitte Consulting February 2008 - August 2009
University of Michigan September 2006 - December 2007
Liberty Mutual Insurance June 2007 - August 2007
Education
University of Michigan 2006 — 2007
Master, Applied Statistics
Blue Cross Blue Shield of Arizona October 2011 - Present
CVS Caremark Corporation October 2010 - October 2011
Boyce & Associates, Inc. August 2009 - October 2010
Deloitte Consulting February 2008 - August 2009
University of Michigan September 2006 - December 2007
Liberty Mutual Insurance June 2007 - August 2007
Education
University of Michigan 2006 — 2007
Master, Applied Statistics
John Pigaga's Boyce & Associates, Inc. Experience April 2011 - Present
Job Director Business Development at Boyce & Associates, Inc.
Industry Financial Services
Experience
Boyce & Associates, Inc. April 2011 - Present
Vine Marketing Services November 2010 - April 2011
Fidelity Investments April 2007 - November 2010
Fidelity Investments February 2006 - April 2007
Fidelity Investments April 2005 - February 2006
UPS August 1995 - March 2005
Skills
Leadership, Employee Benefits, Financial Analysis, Pensions, Investments, Retirement, Retirement Planning, Business Strategy, Call Centers
Education
The University of New Mexico
Worcester State University
Boyce & Associates, Inc. April 2011 - Present
Vine Marketing Services November 2010 - April 2011
Fidelity Investments April 2007 - November 2010
Fidelity Investments February 2006 - April 2007
Fidelity Investments April 2005 - February 2006
UPS August 1995 - March 2005
Skills
Leadership, Employee Benefits, Financial Analysis, Pensions, Investments, Retirement, Retirement Planning, Business Strategy, Call Centers
Education
The University of New Mexico
Worcester State University
Elysse Michelson's Boyce & Associates, Inc. Experience 2002 - 2007
Job Pension Plan Administrator at Benefit Strategies West, Inc.
Industry Financial Services
Experience
Benefit Strategies, Inc November 2007 - Present
Boyce & Associates, Inc. 2002 - 2007
Education
Salem State College 1984 — 1988
B.S. Mathematics
Benefit Strategies, Inc November 2007 - Present
Boyce & Associates, Inc. 2002 - 2007
Education
Salem State College 1984 — 1988
B.S. Mathematics
Jordan Rigberg's Boyce & Associates, Inc. Experience September 2011 - December 2011
Job Senior Associate Structured Finance at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank September 2014 - Present
Bridge Bank January 2014 - August 2014
Bridge Bank June 2013 - January 2014
Bridge Bank July 2012 - June 2013
Houwelings Tomatoes January 2012 - May 2012
Boyce & Associates, Inc. September 2011 - December 2011
Mission Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Credit, Banking, Accounting, Financial Reporting, Credit Analysis, Pivot Tables, Financial Accounting, Commercial Banking, Commercial Lending, Underwriting, Analysis, Finance, Portfolio Management, Financial Modeling
Education
Santa Clara University - Leavey School of Business 2013 — 2016
Master of Business Administration (MBA)
California State University-Channel Islands 2008 — 2012
Bachelor of Science (BS), Bachelor of Art (BA), Business and Economics, 3.59
Silicon Valley Bank September 2014 - Present
Bridge Bank January 2014 - August 2014
Bridge Bank June 2013 - January 2014
Bridge Bank July 2012 - June 2013
Houwelings Tomatoes January 2012 - May 2012
Boyce & Associates, Inc. September 2011 - December 2011
Mission Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Credit, Banking, Accounting, Financial Reporting, Credit Analysis, Pivot Tables, Financial Accounting, Commercial Banking, Commercial Lending, Underwriting, Analysis, Finance, Portfolio Management, Financial Modeling
Education
Santa Clara University - Leavey School of Business 2013 — 2016
Master of Business Administration (MBA)
California State University-Channel Islands 2008 — 2012
Bachelor of Science (BS), Bachelor of Art (BA), Business and Economics, 3.59