ShoreBank Pacific
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ShoreBank Pacific Employees
Bank of America Merrill Lynch February 2012 - Present
National Sustainable Sales, LLC January 2011 - January 2012
Natural Resources Advisory Board 2007 - 2011
Northwest Earth Institute 2006 - 2010
ShoreBank Pacific August 2008 - May 2009
ConfluencePoint January 2008 - October 2008
Global News Imaging May 2007 - August 2008
IronStone Bank October 2005 - May 2007
U.S. Bank April 2002 - September 2005
MERANT, Inc September 2000 - March 2002
Skills
Foreign Language, Proficiency in Spanish, Business Development, Marketing, Training, Management, Program Management, Integrated Marketing, Sustainability, Banking, Nonprofits, Small Business, Finance, Public Speaking, Credit, Loans, Research, Non-profits, Foreign Languages, Commercial Banking, Editing, Spanish, Sustainable Business, Strategic Planning, Start-ups
Education
NTL Institute
Program, Organizational Development
New York University Graduate School
International Marketing
Middlebury College 1978 — 1982
BA (Double), Economics and Environmental Studies
Harvard University
Financial Accounting and Government
Deerfield Academy 1975 — 1977
Instituto Moderno de Lenguas Estranjeras (IMLE)
Teaching Certificate
U.S. Bank March 2013 - Present
US Bank March 2010 - February 2013
US Bank January 2008 - January 2012
ShoreBank Pacific August 2007 - January 2008
US Bank April 2005 - August 2007
Comerica Bank July 2003 - April 2005
Northwestern Mutual May 1998 - April 2002
S. C. Johnson & Son, Inc. May 1997 - August 1997
City of Pembroke Pines August 1994 - August 1996
Idelman Telemarketing, Inc. February 1993 - May 1994
Skills
Small Business Lending, Portfolio Management, Commercial Lending, Credit, Lines Of Credit, Mortgage Lending, Loans, Financial Services, Underwriting, Credit Analysis, Investments, Banking, Strategic Financial..., Commercial Banking, Treasury Management, Retail Banking, New Business Development, Risk Management, Commercial Mortgages, Management, Payments, Credit Cards, Finance, Financial Analysis, Sales, Relationship Management, Consumer Lending, Small Business, Cash Management, Loan Origination, Private Banking, Cross Selling, Credit Risk, Deposits, SBA, Asset Based Lending, Financial Risk
Education
Comerica Credit College 2003 — 2003
'Outstanding' Rating
The American College 2000 — 2002
Financial Planning and Services
University of Florida - Warrington College Of Business 1996 — 1998
Bachelor of Science (B.S.), Marketing
InfoGroup/expresscopy 2005 - 2011
expresscopy.com 2005 - 2009
ShoreBank Pacific 2003 - 2005
EthicsPoint 2002 - 2003
Good Catalog Company / Gifts.com 1994 - 2002
Daisy KIngdom, Inc. 1993 - 1994
Pacific Crest Outward Bound School 1988 - 1993
Melridge, Inc. 1986 - 1988
Norm Thompson 1974 - 1986
Prior CPA firm and military command experience (Vietnam) 1969 - 1974
Skills
Executive Management, Mergers, Financial Analysis, Business Planning, Budgets, Financial Modeling, Forecasting, Start-ups, Strategy, Program Management, Financial Forecasting, Cash Management, Pricing, General Ledger, SEC filings, Financial Statements, Corporate Finance, Cost Accounting, Mergers & Acquisitions, Due Diligence, New Business Development, Business Development, Team Building, Sales, Risk Management, Financial Services, Strategic Partnerships, Investments, Cross-functional Team..., Financial Reporting, Finance, Management Consulting, Entrepreneurship, Business Strategy, Negotiation, Consolidation, Banking, P&L Management, Project Management, Acquisition Integration, Restructuring, Leadership, Operations Management, Tax, Venture Capital, Marketing Strategy, SaaS, Management, Cash Flow, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1965 — 1969
Bachelor of Science, Accounting
Lewis and Clark Law School October 2011 - Present
The Climate Trust December 2007 - September 2011
ShoreBank Pacific 2001 - 2007
Federal Public Defender, Oregon August 1997 - October 2000
Public Defender, Territory of Guam January 1992 - January 1995
Attorney General's Office Territory of Guam June 1989 - June 1992
Markowitz, Herbold, Glade & Mehlhaf, P.C. September 1986 - September 1989
Skills
Environmental Policy, Non-profits, Energy Policy, Sustainability, Environmental Awareness, Renewable Energy, Community Outreach, Sustainable Business, Program Management, Editing, Policy Analysis, Environmental Law, Climate Change, Research, Sustainable Development, Nonprofits, Cleantech, Public Policy, Project Management, Legal Research
Education
Lewis & Clark Law School 1984 — 1986
JD, law
University of Washington 1977 — 1981
BA, History
Federal Home Loan Bank of Des Moines June 2015 - Present
NBIS-Network for Business Innovation and Sustainability September 2011 - Present
Federal Home Loan Bank of Seattle August 2012 - May 2015
Lumana October 2010 - June 2013
One PacificCoast Bank, FSB February 2011 - June 2012
ShoreBank Pacific February 2009 - June 2012
KeyBank 2007 - 2008
US Bank 2004 - 2007
US Bank 1994 - 2004
Skills
Strategic Planning, Commercial Lending, Public Speaking, Project Management, Business Strategy, Marketing, Program Management, Budget, Negotiation, Change Management, Team Building, Banking, Budgets, Nonprofits, Business Planning, Portfolio Management, Investments, Loans, Sustainability, Executive Management, Start-ups, Entrepreneurship, Leadership
Education
Seattle University 1984 — 1987
MBA, Business
The University of Montana - School of Business Administration 1977 — 1981
B.S., Business Administration
Earth Advantage November 2013 - Present
Beneficial State Bank February 2015 - Present
Beneficial State Bank July 2012 - February 2015
One PacificCoast Bank, FSB December 2010 - July 2012
ShoreBank Pacific January 2007 - December 2010
Cascadia Region Green Building Council 2004 - October 2009
ShoreBank Pacific November 2002 - December 2006
mox, Inc. 2001 - 2003
Wells Fargo May 1993 - 2001
Skills
Strategic Planning, Credit, Banking, Commercial Banking, Loans, Risk Management, Sustainability, Budgets, Team Building, Commercial Lending, Financial Analysis, Non-profits, Underwriting, Portfolio Management, Finance, Business Development, Management, Nonprofits, Corporate Finance, Negotiation, Strategy
Education
University of San Diego 1991 — 1993
BBA, Business, Finance, and Marketing
Twin City Bank March 2011 - Present
ShoreBank Pacific January 2008 - January 2011
Moss Adams, LLP January 2004 - January 2007
Skills
Financial Analysis, Internal Controls, Accounting, Financial Statements, Financial Reporting, Auditing, Banking, Financial Modeling, CPA, Financial Accounting, Budgets, Finance, General Ledger, Credit, Leadership, Loans, Management, Strategic Planning
Education
Boston University Questrom School of Business 2000 — 2004
BS, Business Administration
Betties360 August 2015 - Present
Oregon Organization Development Network (OODN) January 2012 - Present
Betties360 July 2011 - July 2015
Ecova April 2012 - June 2015
ShoreBank Pacific (now Benefical State Bank) January 2008 - July 2011
ShoreBank Pacific March 2007 - January 2008
University of Washington January 2001 - June 2006
Austin Museum of Art June 2000 - August 2000
Telecommunications & Information Policy Institute, The Univ. of Texas September 1999 - August 2000
Center for Media Education May 1999 - August 1999
Skills
Strategic Planning, Public Relations, Strategic Communications, Social Media, Internal Communications, Non-profits, Marketing Communications, Event Planning, Public Speaking, Corporate Communications, Corporate Social..., Sustainability, Social Media Marketing, Newsletters, Integrated Marketing, Creative Writing, Nonprofits, Management, Editing, Marketing, Marketing Strategy, Community Outreach, Strategy, Email Marketing, Training, Leadership, Blogging, Product Marketing, Organizational..., Brand Management, Media Relations, Project Management, Research
Education
The University of Texas at Austin 1998 — 2000
MA, Communications
The University of Oregon 1990 — 1994
BS, Journalism & Communications
Wizards of the Coast 2012 - Present
GatheringMagic.com, a subsidiary of Cool Stuff Inc. 2011 - Present
moxymtg 2011 - Present
The Complete Commander 2013 - 2014
ShoreBank Pacific 2010 - 2011
Ernst & Young 2009 - 2010
Talent Agencies (various) 2003 - 2010
Skills
Bartending, Creative Writing, Copy Editing, Blogging, Acting, Social Media, Copywriting, Social Networking, Art, Event Planning, Editing, Facebook, Video Games, Proofreading, Content Strategy, Creative Direction
Education
Portland State University - School of Business 2008 — 2009
Post-bac Certificate, Accounting
Lane Community College 2005 — 2006
Theater Arts
University of Oregon 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Aeris (formerly CARS Inc) June 2014 - Present
CARS Inc January 2012 - June 2014
Opportunity Finance Network January 2008 - December 2011
Independent Consultant April 1999 - December 2007
ShoreBank Pacific January 1997 - April 1999
ShoreBank Advisory Services 1987 - 1996
Skills
Strategy, Economic Development, Community Development, Finance, Business Strategy, Nonprofits, Affordable Housing, Loans, Microfinance, Public Speaking
Education
Northwestern University 1975 — 1978
Bachelor of Arts (BA)
CLEAResult October 2014 - Present
PECI August 2011 - Present
PECI October 2010 - August 2011
The Climate Trust August 2008 - October 2010
ShoreBank Pacific June 2007 - August 2007
ACCION Chicago September 2005 - August 2006
Consolidated Electrical Distirbutors February 2003 - August 2005
Association of Bay Area Governments June 2002 - January 2003
Peace Corps July 2001 - December 2001
Skills
Sustainability, Energy, Energy Efficiency, Strategic Planning, Environmental Policy, Climate Change, Renewable Energy, Environmental Awareness, Sustainable Business, Sustainable Development, Energy Conservation, Sustainable Energy, Policy Analysis, Sustainability..., Energy Audits, Energy Policy, Energy Management, Community Outreach, Solar Energy, Program Management, LEED, Cleantech, Strategy, Alternative Energy, Project Management, Sustainability Reporting, Carbon, Green Building, Corporate Social..., Environmental Education
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2008
MBA, Sustainability and Finance
Carleton College 1997 — 2001
BA, Biology
Fairmont Area High School
ShoreBank Pacific August 2008 - Present
Education
Middlebury College 1978 — 1982
Hatfield School of Government, Portland State University 2009 - Present
Portland State University April 2012 - June 2015
Portland Sustainability Institute 2009 - 2010
ShoreBank Pacific 2005 - 2010
Oregon Economic and Community Development Department 2000 - 2003
Skills
Green Building, Sustainable Agriculture, Environmental Science, Economic Development, Public Policy, Sustainability, Non-profits, Community Development, Sustainable Development, Government, Sustainable Business, Higher Education, Grant Writing, Environmental Policy, Nonprofits, Community Outreach, Research, Grants, Economics, Natural Resource..., Renewable Energy, Environmental Awareness, Public Administration, Program Evaluation, Climate Change, Public Speaking, Policy, Policy Analysis, Corporate Social..., Program Development, Fundraising, Strategic Communications, Urban Planning, Sustainability..., Community Organizing, Qualitative Research, Community Engagement, Environmental Education, International..., Forestry, Volunteer Management, Proposal Writing, Workshop Facilitation, Capacity Building, Energy Policy
Education
George Mason University 1992 — 1996
Doctor of Philosophy (Ph.D.), Environmental Science and Public Policy
Yale School of Forestry and Environmental Studies 1986 — 1988
Master of Environmental Management
Yale University 1981 — 1988
Bachelor of Arts (B.A.), American Studies
Germantown Friends School 1968 — 1981