Addison Avenue Federal Credit Union
Industry: Bank
DescriptionFirst Tech Federal Credit Union is a federally chartered credit union headquartered in Beaverton, Oregon. It is regulated under the authority of the National Credit Union Administration. Customer service: 1 (855) 855-8805 Headquarters: Palo Alto, CA CEO: Greg Mitchell (Oct 23, 2012–) Members: 465,245 (2017) Number of locations: 40 Founded: January 14, 1952
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Addison Avenue Federal Credit Union Employees
Genentech September 2010 - Present
Hewlett-Packard March 2008 - September 2010
Hewlett Packard October 2005 - February 2008
Hewlett-Packard December 1998 - October 2005
Addison Avenue Federal Credit Union December 1995 - December 1998
Skills
Negotiation, Public Speaking, Cross-functional Team..., Process Improvement, Vendor Relations
Education
San Jose State University 1998 — 2000
MBA
Tennessee Technological University - College of Business Administration 1988 — 1991
BS, Business Administration, Major: Marketing
Torres
J Tamano Productions June 2000 - Present
Next Level Spirits August 2012 - July 2013
Addison Avenue Federal Credit Union January 2006 - March 2007
US Bank January 2005 - December 2005
Wells Fargo Bank May 2002 - September 2005
Bank of America September 2004 - March 2005
Bank of America February 2001 - January 2002
Bank of America March 2000 - February 2001
Skills
Loans, Banking, Marketing, Retail Banking, Real Estate, Finance, Management, Customer Service, Negotiation, Mortgage Lending, Account Management, Accounting, Business Development, CRM, Customer Retention, Event Management, Financial Services, Forecasting, Investments, Leadership, Microsoft Office, Project Management, Sales, Small Business, Social Media, Social Media Marketing, Social Networking, Time Management, Training
Education
Skyline College 1999 — 2001
G.E
San Francisco State University
Business Management
Keller Williams Realty Signature 2012 - Present
Community Resource Credit Union May 2010 - May 2013
Addison Avenue Federal Credit Union August 1996 - May 2010
Skills
Loans, Real Estate, Mortgage Lending, Real Estate Transactions, Loan Origination, Credit, Refinance, First Time Home Buyers, Management, Finance, Investment Properties, Credit Analysis, Portfolio Management, Relocation, Sales, Banking, Investors, REO, Sellers, Short Sales, Foreclosures, Underwriting
Education
San Jose State University
Bachelor of Science (B.S.), Business Administration and Management, General
Farmers State Bank March 2013 - Present
FirstBank July 2011 - February 2013
Addison Avenue Federal Credit Union August 2007 - May 2010
City of Colorado Springs May 2001 - August 2008
Skills
Process Scheduler, Financial Analysis, Data Analysis, Risk Management, Financial Modeling, Analysis, Portfolio Management, Microsoft Excel, Project Management, Strategic Planning, Investments, Forecasting, Business Analysis, PowerPoint, Process Improvement, Budgets, Access, Valuation, Analytics, Leadership, Finance, Training, Banking, Team Leadership, Business Strategy, Financial Reporting, Accounting, Loans, Strategic Financial..., Corporate Finance, Management, Customer Service, Credit, Relationship Management, Credit Analysis, Strategy, Microsoft Office, Marketing Strategy, Sales, Public Speaking, Commercial Banking, Mortgage Lending
Education
Boston University - School of Management 2010 — 2011
Master of Business Administration (M.B.A.), International Management
University of Northern Colorado 2003 — 2007
Bachelor's Degree, Business Administration; Emphasis: Finance
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First Tech Federal Credit Union September 2014 - Present
First Tech Federal Credit Union March 2011 - September 2014
Addison Avenue Federal Credit Union January 2009 - March 2011
Addison Avenue Federal Credit Union February 2008 - January 2009
Addison Avenue Federal Credit Union January 2006 - February 2008
Addison Avenue Federal Credit Union July 2003 - January 2006
Addison Avenue Federal Credit Union September 2002 - June 2003
Marriott International 1998 - 2002
Skills
Consumer Lending, Process Improvement, Loans, SDLC, Loan Origination, Analysis, Credit Unions, Banking, Internet Banking, MS Project, SharePoint, Financial Services, Business Process..., Project Management, Requirements Analysis, Cross-functional Team..., Retail Banking, Management, Training, Business Analysis, Credit Cards, Loan Servicing, Risk Management, Leadership, Mortgage Lending, Credit, Business Requirements, Vendor Management, User Acceptance Testing, UAT coordination, System Administration, Unit Testing, Credit Analysis, Program Management, Release Management, Integration Testing, Agile & Waterfall..., Test Management, Systems Analysis, OSI, HMDA, XML, Certified Scrum Master..., Visio, Enterprise Software, Software Documentation, Agile Methodologies, Product Management, CRM, Scrum
Education
University of California, Santa Cruz 2013 — 2015
Project & Program Management, Project Management
De Anza College 1999 — 2003
AA, Business & CIS
First Tech Federal Credit Union January 2009 - Present
First Tech Federal Credit Union January 2010 - November 2011
Addison Avenue Federal Credit Union January 2009 - January 2011
Comcast Cable January 2007 - December 2008
Skills
Disaster Recovery, Vendor Management, VMware, Business Continuity, Information Security, Network Security, Perl, Information Security..., Active Directory, Microsoft SQL Server, Security, SQL, Project Management, Integration, PCI DSS, SDLC, IT Strategy, Data Center, System Administration, Troubleshooting, IT Operations, IT Management, Databases, SharePoint, Cisco Technologies, Visio, Windows Server
Education
University of California, Davis 2002 — 2007
BS, Genetics
Energy in Essence May 2008 - Present
Chopra Center University 2009 - 2010
Addison Avenue Federal Credit Union 2000 - 2008
Energy's Edge January 1999 - December 2000
Dan Matlock's New School Akido 1996 - 1999
PageNet 1995 - 1995
Triad Systems 1988 - 1994
Anderson Consulting 1987 - 1988
Skills
Wellness Coaching, Holistic Health, Lifestyle Coach, Meditation, Ayurveda Teacher, Personal Coach, Workshop Facilitator, Coaching, Ayurveda, Workshop Facilitation, Wellness, Lifestyle, Stress, Healing, Executive Coaching, Team Building, Training, Yoga, Personal Development, Personal Coaching, Motivational Speaking, Psychotherapy, Lifestyle Coaching, Teaching, Wellbeing, Pain Management, Leadership Development, Stress Management, Public Speaking, Employee Training, Organizational..., Reiki, Life Coaching, Self-esteem, Emotional Intelligence, Nutritional Counseling, Corporations, Program Management, Nutrition, Business Coaching, Energy Healing, NLP, Mindfulness, Relaxation, Hypnotherapy
Education
California State University-Chico 1981 — 1987
BA, Information and Communication Design
Homestead High 1975 — 1979
Hewlett-Packard August 2014 - Present
Center for Excellence in Nonprofits August 2014 - Present
Community Overcoming Relationship Abuse (CORA) April 2010 - Present
HP Retired Employees Club (HPREC) January 2008 - September 2014
First Tech Federal Credit Union February 2008 - July 2013
Essex National Securities Inc (ENSI) 2006 - February 2008
Addison Avenue Federal Credit Union 2000 - February 2008
Hewlett-Packard 2002 - April 2007
Hewlett-Packard 2001 - 2002
Hewlett-Packard 1996 - 2001
Skills
CRM, Business Development, Start-ups, Management, Outsourcing, Sales Operations, Strategic Planning, Marketing, Team Leadership, New Business Development, Sales, Pre-sales, Mergers & Acquisitions, Human Resources, Business Alliances, Consulting, Executive Management, Direct Marketing, Networking, Finance, Strategic Partnerships, Strategic Alliances, Project Management, Customer Satisfaction, Strategy, Enterprise Software, SaaS, HP, Program Management, Vendor Management, Cross-functional Team..., Solutions Marketing, Solution Selling, Cloud Computing, Product Management, Leadership, Professional Services, Competitive Analysis, Business Analysis, Go-to-market Strategy, Call Centers, Business Process..., Product Marketing, Salesforce.com, Partner Management, Channel Partners, E-commerce
Education
University of California, Berkeley 1974 — 1979
BA, Computer Science
CloudFlare, Inc. September 2015 - Present
Salesforce February 2014 - August 2015
All Star Consulting May 2010 - February 2014
Wells Fargo March 2010 - May 2010
Wells Fargo Bank September 2009 - December 2009
Gordon and Betty Moore Foundation March 2007 - February 2008
Liberty Reverse Mortgage August 2006 - February 2007
Wells Fargo Home Mortgage June 2005 - August 2006
Addison Avenue Federal Credit Union 2001 - 2002
Skills
Sourcing, Technical Recruiting, Contract Recruitment, Internet Recruiting, Recruiting, Applicant Tracking..., Executive Search, Business Development, Talent Acquisition, Screening Resumes, Mortgage Lending, Strategic Planning, College Recruiting, Team Building, Vendor Management
Education
Santa Clara University 1990 — 1994
Bachelor's, Political Science
Loyola High School 1986 — 1990
Bayside Church March 2013 - Present
Raley's Family of Fine Stores August 2012 - March 2013
First Tech Credit Union July 2011 - June 2012
Addison Avenue Federal Credit Union September 2008 - July 2011
Claim Jumper Restaurants August 2002 - September 2008
Skills
Banking, Internet Banking, Microsoft Excel, Microsoft Word, Written Correspondence, PowerPoint, Leadership, Salesforce.com, Troubleshooting, Finance, Telephone Skills, Loan Servicing, Loan Origination, Social Media, Data Entry, Sales, Call Center, Customer Service, Consumer Lending, CRM databases
Education
CSU Sacramento 2004 — 2006
Bachelor of Arts (BA), Communication Studies
Sierra College 2001 — 2004
Associate of Arts (AA), General Studies
Alliance Credit Union June 2015 - Present
Stanford Federal Credit Union July 2012 - June 2015
WJ Bradley Mortgage Capital Corporation November 2011 - July 2012
Bloomspot.com May 2011 - October 2011
Addison Avenue Federal Credit Union July 2007 - December 2010
Skills
Training, Credit, Financial Analysis, Finance, Mortgage Lending, Loans, Banking, Customer Service, Sales, Microsoft Office, Management, Loan Origination, Salesforce.com, Mortgage Banking
Education
San Jose State University 1995 — 2000
BS, Advertising & English
Golden Project Management & Installation, LLC January 2012 - Present
AAA NCNU March 2004 - March 2012
Addison Avenue Federal Credit Union September 2000 - December 2004
Gateway Bank March 1999 - August 2000
Bank of the Orient June 1995 - October 1998
Bank of America January 1995 - June 1995
Great Western Savings February 1987 - September 1994
Skills
Salesforce.com Certified, Sales Management..., Salesforce.com, Leadership, Talent Management, Management, CRM, Sales Management, Sales Operations, Selling Skills, Cross-functional Team..., Account Management, Customer Retention, New Business Development, Team Building, Competitive Analysis, Selling, Direct Sales, Start-ups, Insurance, Process Improvement, Contract Negotiation, Training, Business Strategy, Budgets
Education
Golden Gate University
Master of Business Administration (MBA), International Business
Mills College
Bachelor of Arts (B.A.), Business Administration/French
Gunderson Dettmer December 2012 - Present
Trader Joe's April 2011 - January 2013
Addison Avenue Federal Credit Union February 2008 - May 2009
Elephant Bar Restaurant February 2008 - November 2008
Longs Drug Store November 2000 - August 2007
De Anza Community College October 2003 - August 2005
Skills
Organizational..., Multi Tasking, Highly motivated..., Professional Liability, Efficiency, Solid computer skills, Data Entry, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Administrative..., Human Resources, Microsoft Word, Community Outreach, Merchandising, Outlook, Administrative..., Event Planning, Leadership, PowerPoint, Public Speaking, Research, Sales
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (B.A.), Communication, General
De Anza College 2002 — 2005
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Universidad Antonio de Nebrija
WestMed College
Cresleigh Homes / EnviroAmerica October 2013 - Present
ESP SAFETY INC. May 2012 - August 2013
Modified Polymer Components, Inc. May 2010 - May 2012
Bookkeeping & Consulting Services, Temporary Contract September 2009 - May 2010
ClickAway Corporation October 2007 - September 2009
Addison Avenue Federal Credit Union August 2006 - October 2007
I.E. Online.Com July 2005 - August 2006
Woodrow B. Elley CPA & Associates February 2002 - June 2005
USAA April 1999 - February 2002
World Savings Banks Institute March 1998 - April 1999
Skills
QuickBooks, SAP, Microsoft Excel, PowerPoint, Manufacturing, Management, General Ledger, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, GAAP, Accounts Payable, Cost Accounting, Accounts Receivable, Account Reconciliation, Internal Controls, Fixed Assets, Strategic Financial..., Financial Analysis, Auditing, Cash Flow, Financial Statements, Payroll, Cash Management, Finance, Financial Audits, Journal Entries, Variance Analysis, Invoicing, Great Plains Software, Revenue Recognition, Analysis, Access, Cash Flow Forecasting, Tax, Bookkeeping, Forecasting, Balance, Bank Reconciliation, Accruals, Budgets, ERP, US GAAP, Consolidation, Internal Audit, Managerial Finance, P&L, Peachtree, Microsoft Dynamics GP
Education
University of Phoenix 2010 — 2011
Master, MBA - Health Care Management, 3.65
University of Texas at San Antonio, Texas 1990 — 1994
Bachelor, Business Finance
First Tech Federal Credit Union January 2014 - Present
First Tech Federal Credit Union May 2011 - January 2014
Addison Avenue Federal Credit Union August 1999 - May 2011
Skills
Credit Unions, SDLC, Internet Banking, Disaster Recovery, Banking, Consumer Lending, Risk Management, Loans, Process Improvement, Project Management, Security, Financial Services, Business Development, Data Center, Loan Origination, Credit, Vendor Management, Business Continuity, Business Analysis, Mergers & Acquisitions, Business Process..., Enterprise Risk..., Integration, Information Security, Requirements Analysis, Business Requirements, IT Operations, Visio, Analysis, SharePoint
Education
College of St. Benedict 1990 — 1994
Bachelor of Arts, Biology and Psychology
Biomark July 2014 - Present
Idaho Department of Health and Welfare April 2012 - July 2014
BOB Trailers, Inc. January 2006 - December 2011
Community Action Partnership Association of Idaho March 2005 - February 2006
Boise State University January 2003 - March 2005
Addison Avenue Federal Credit Union January 1999 - August 2002
US Bank November 1986 - December 1998
Skills
Payroll, Financial Analysis, GAAP, Public Speaking, Human Resources, Research, Team Building, Training, Leadership, Accounting, Microsoft Excel, Microsoft Office, Policy, Account Reconciliation, Management, Budgets, Customer Service, Analysis, Strategic Planning, Accounts Payable, Finance, Financial Reporting, Process Improvement, Auditing
Education
Boise State University 2002 — 2004
Bachelors, Health Science
Undisclosed January 2011 - Present
State Farm Insurance July 2009 - January 2011
HEIT, Inc August 2007 - June 2009
Addison Avenue Federal Credit Union 1997 - 2007
First National Bank, Loveland 1994 - 1997
Skills
Customer Service, Outlook, Recruiting, Human Resources, Leadership, Sales Management, Management, Program Management, Business Development, Vendor Management, Hiring, Process Improvement, Employee Relations, Interviews, Consulting, Training, Software Documentation, Troubleshooting, Executive Management, Loans, Financial Services, Team Building, Benefits Administration, Event Planning, Project Management, Insurance, Policy, Accounting, Banking, Auditing, Coaching, System Administration, Real Estate
Education
College for Financial Planning 2011 — 2012
Registered Paraplanner, Foundations in Financial Planning
Skill Path/HR Management 2007 — 2009
HR
CUES University 2000 — 2007
Finance in Banking
American Institute of Banking 1991 — 1994
Certificate Degree, Finance in Banking
Fruita Monument
State Of Colorado
Insurance
Vernal Utah
InClin, Inc September 2012 - Present
Cataphora October 2008 - October 2012
b-hive Networks 2007 - 2008
Addison Avenue Federal Credit Union 2003 - 2006
Gilian Technologies 2000 - 2003
Skills
Accounting, Financial Reporting, Accounts Payable, Payroll, Budgeting, General Ledger, Accounts Receivable, Revenue Recognition, Forecasting, Expenses, Reconciliation, Analysis, Consolidation, Reconciliations, Fixed Assets, Accruals, SOX, US GAAP, Journal Entries, Account Reconciliation, Sarbanes-Oxley Act
Education
Auburn University 1993 — 1995
MBA, Finance
Beihang University 1982 — 1986
BA, International Business
The Vantagepoint Funds April 2013 - Present
American Leadership Forum December 2011 - Present
First Tech Federal Credit Union January 2011 - Present
Silicon Valley FACES May 2010 - Present
American Leadership Forum of Silicon Valley 2007 - Present
Computer History Museum June 2006 - Present
Range Fuels June 2008 - January 2012
Addison Avenue Federal Credit Union 2002 - 2010
Intuit June 2005 - October 2008
Hewlett-Packard, Agilent Technologies & Intuit 1997 - 2008
Skills
Mergers & Acquisitions, Internal Controls, Mergers, Start-ups, Finance, Strategic Financial..., Governance, Forecasting, Corporate Governance, Leadership, Accounting, Strategic Planning, SEC filings, Analysis, Internal Audit, Auditing, Due Diligence, Sarbanes-Oxley Act, Revenue Recognition, Managerial Finance, Business Planning, Program Management, Nonprofits, Strategy, Executive Management, Acquisition Integration, Financial Reporting, Financial Analysis, Corporate Finance, Management, Management Consulting, Business Strategy, Financial Services, Project Planning, Restructuring, Financial Modeling, US GAAP, Risk Management, Enterprise Risk..., Budgets, Change Management, ERP, Investments, Business Process, Consolidation, Corporate Development, Enterprise Software, SEC reporting, Financial Planning, SEC Filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1982 — 1987
M.S., Finance
Isenberg School of Management, UMass Amherst 1974 — 1976
MSBA, Accounting
University of Massachusetts, Amherst 1968 — 1972
Bachelor of Arts, Elementary Education
Chevron Federal Credit Union January 2014 - Present
Talent Space, Inc. July 2013 - January 2014
CMT June 2012 - May 2013
Addison Avenue Federal Credit Union December 1999 - May 2006
Skills
Help Desk Support, Help Desk Implementation, Windows Server, Windows 7, Office 365, Mac OS, Desktop Application..., Desktop Support..., VMware, Symantec Endpoint..., Hardware, Technical Support, Active Directory, Cloud Computing, Servers, Virtualization, Data Center, Security, Operating Systems, Troubleshooting, Information Technology, Vendor Management
Education
De Anza College 2000 — 2001
Computer Science
San Jose State University 1996 — 1997
Chemistry
Common Sensonomics Wealth Management January 2015 - Present
Wells Fargo Private Mortgage Bank January 2011 - January 2014
Addison Avenue Federal Credit Union (formerly HP Credit Union) February 2003 - December 2010
Coast Capital 2005 - 2007
Addison Avenue Federal Credit Union 2003 - 2005
Countrywide 2002 - 2003
Provident Funding Associates L.P. 2001 - 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Banking, Mortgage Underwriting, Real Estate Transactions, Real Estate Financing, Real Estate, Account Management, Customer Service, Credit Analysis, Mortgage, Home, Compliance, Operation Management, Business Development, Project Management, Team Building, Leadership, QuickBooks, Small Business..., Strategic Planning, Marketing Strategy, Marketing Management, Residential Mortgages, Finance, USDA, Credit Unions, Consumer Lending, Loan Origination
Education
California State University-Sacramento 1998 — 2001
BS, Finance/Business
Sutter Health June 2013 - Present
Sutter Health February 2010 - August 2013
Addison Avenue Federal Credit Union January 2003 - March 2010
Hewlett-Packard December 1999 - December 2002
SBM Site Services 1997 - 1999
Skills
Training, HR Policies, Change Management, Succession Planning, Coaching, Organizational..., Process Improvement, Recruiting, FMLA, Leadership Development, Vendor Management, Job Descriptions, Culture, Compensation & Benefits..., Job Evaluation, Job Analysis, Section 125 Plans, Healthcare Information..., Management, Program Management, Compensation & Benefits, Employee Relations, Onboarding
Education
University of San Francisco 2000 — 2002
Bachelor of Science (BS), Organizational Behavior
St Francis
First U S Community Credit Union June 2010 - Present
Alliance Credit Union August 2006 - January 2009
CSAA April 2005 - February 2006
Addison Avenue Federal Credit Union October 2001 - October 2004
Addison Avenue Federal Credit union 2001 - 2004
Placer Sierra Bank 1997 - 2001
Placer sierra Bank 1997 - 2001
Wells Fargo 1995 - 1996
Sacramento Savings Bank 1974 - 1995
Skills
Banking, Loans, Management, Credit, Consumer Lending, Interviews, Sales, Customer Service, Training, Coaching, Finance, Risk Management, Hiring, Auditing, Budgets, Financial Services, Leadership, Credit Unions, Credit Analysis, Compliance, Recruiting, Interviewing, Time Management, Loan Origination, Mortgage Lending, Retail Banking, Financial Analysis, Team Building
Education
Institute of Financial Education 1980 — 1986
Associates, Banking and Lending
Midwestern State University 1965 — 1967
AA, Jouralism/Drama
XL Construction December 2011 - Present
XL Construction December 2009 - December 2011
XL Construction December 2005 - December 2009
Addison Avenue Federal Credit Union 2002 - 2005
Addison Avenue Federal Credit Union 1998 - 2002
Education
Saint Mary's College of California 2000 — 2004
Bachelor of Arts (BA), Project Management
De Anza College
Associate of Arts (AA), General Studies
KeyPoint Credit Union June 2013 - Present
Patelco Credit Union April 2012 - March 2013
Addison Avenue Federal Credit Union May 2001 - March 2009
Bank of the West March 1983 - May 2001
Skills
Project Management, Process Improvement, Problem Solving, Banking, Loan Servicing, Consumer Lending, Credit Unions, Loans, Financial Services, Leadership, Training, Management, Strategic Planning, Team Building, Software Documentation, Executive Management, Strategy, Customer Satisfaction, Business Development, Insurance, Finance, Recruiting, Financial Analysis, Call Centers, Commercial Lending, Loss Mitigation, Small Business Lending
Education
California State University-Hayward 1994 — 2000
BS, Business Management
Gartner February 2015 - Present
Gartner July 2009 - September 2013
Addison Avenue Federal Credit Union February 2009 - July 2009
Compvue Inc August 2008 - January 2009
Navigenics June 2008 - July 2008
Flextronics 2007 - 2008
Solectron 2006 - 2007
Indian Oil Corporation Limited 1988 - 1995
Skills
Business Analysis, Analysis, Microsoft Excel, Forecasting, Finance, Financial Analysis, Process Improvement, Financial Modeling, Budgets, Program Management, CRM
Education
De Anza College
Certificate of, Accounting
Delhi University
B.A. & M.A., Mathematical Statistics
Addison Avenue Federal Credit Union June 2009 - October 2009
Envision Lending Group December 2007 - October 2009
First National Mortgage Sources March 2006 - December 2007
Ameriquest Mortgage March 2005 - March 2006
Andrak Sales May 2004 - March 2005
Kellogg's Company March 2000 - May 2004
Bank of America October 1999 - March 2000
Education
Cordova Senior High School
High School Diploma
Sierra College
of Associates degree, Business Management
Los Rios Community College District July 2013 - Present
Los Rios Community College District November 2012 - Present
First Tech Federal Credit Union June 2011 - December 2011
Addison Avenue Federal Credit Union November 2002 - June 2011
DIVERSIFIED MAINTENANCE SERVICES April 2002 - November 2002
Bay Area Workplace Services January 1998 - January 2002
Hewlett Packard January 1996 - January 1998
Hewlett Packard January 1991 - January 1996
Hewlett Packard January 1990 - January 1991
Hewlett Packard January 1989 - January 1990
Skills
Vendor Management, Project Management, Team Building, Contract Management, Contract Negotiation, Project Planning, Facilities Management, Program Management, Banking, Budgets, Outlook, Process Improvement, MS Project, Training, Business Strategy, Microsoft Excel, Security, Management, Data Center, Microsoft Project
Education
San Jose State University 1987 — 1994
BS, Business Management
Pioneer High School, San Jose, CA
Pioneer High School, San Jose, CA
Madwire Marketing February 2013 - Present
Wise Eye Design January 2010 - Present
Madwire Marketing February 2012 - February 2013
Madwire Marketing October 2011 - February 2012
Madwire Marketing January 2011 - October 2011
Addison Avenue Federal Credit Union February 2008 - November 2010
Grand County Library District April 2007 - December 2007
G & H Consulting Engineers October 2005 - April 2007
Skills
Web Design, Social Media, E-commerce, Web Development, Social Media Marketing, Marketing, Blogging, Photoshop, Facebook, Marketing Strategy, Marketing Communications, Customer Service, SEO, Google Adwords, Bookkeeping, Email Marketing, Web Analytics, Online Advertising, WordPress, User Interface Design, Graphic Design, Online Marketing, Website Development, Web Project Management, Google Analytics, Illustrator, PPC, CSS, Web Marketing, Adobe Fireworks, HTML, SEM, Dreamweaver, Adobe Creative Suite, Social Networking, Creative Direction, Advertising
Education
Front Range Community College 2008 — 2010
AAS, Computer Information Systems - Web Developer
Front Range Community College 2008 — 2010
Certificate, A+ Technician
Front Range Community College 2008 — 2010
Certificate, Specialized Business - E-Commerce Marketing
Leadership Training - YWAM Denver 2004 — 2004
Discipleship Training School - YWAM Montana 2002 — 2003
First Republic Bank July 2010 - Present
Addison Avenue Federal Credit Union January 2006 - May 2010
Addison Avenue Federal Credit Union September 2001 - January 2006
Wells Fargo September 1999 - September 2001
Skills
Consumer Lending, Banking, Loans, Credit, Credit Unions, Mortgage Lending, Internet Banking, Retail Banking, Business Development, Notary Public, Financial Services, Customer Service, Residential Mortgages, Risk Management, Loan Origination, Commercial Banking, Finance, Training, Refinance, Financial Analysis, Mortgage Banking, Credit Analysis
Education
San Jose State University 2000 — 2004
BA, Speech- Communication minor Public Relations
1st United Services Credit Union August 2011 - Present
Silicon Valley BankO February 2011 - August 2011
Addison Avenue Federal Credit Union February 2010 - August 2010
Addison Avenue Federal Credit Union February 2010 - August 2010
Xceed Financial Credit Union October 2009 - December 2009
ADP July 2008 - October 2009
Provident Credit Union April 2008 - July 2008
St. Mary's Credit Union April 2007 - March 2008
Sovereign Bank September 2000 - January 2007
Skills
Loans, Banking, Credit Analysis, Mortgage Lending, Retail Banking, Cross Selling, Responsible for..., Finance, Financial Services, Training, Credit, Consumer Lending, Management, Commercial Banking
Education
New England College of Business and Finance 2004 — 2005
Accounting
First Tech Federal Credit Union January 2011 - Present
Addison Avenue Federal Credit Union December 2008 - January 2011
Addison Avenue Federal Credit Union March 2007 - December 2008
Addison Avenue Federal Credit Union October 2002 - March 2007
Addison Avenue Federal Credit Union June 2000 - October 2002
Provident Credit Union June 1998 - June 2000
Provident Credit Union June 1997 - June 1998
Skills
CISSP, MCSE, Project Management, IT Audit, Technical Architecture, Disaster Recovery, Information Security, Vendor Management, Business Continuity, SDLC, PCI DSS, Information Security..., Risk Management, Process Improvement, Business Analysis, Mergers & Acquisitions, SharePoint, Security, Integration, IT Operations, Microsoft Certified..., Network Security, Databases, Data Center, Enterprise Software, Information Technology, Computer Security, IT Management, Team Leadership, IT Strategy, Management, Enterprise Architecture, ITIL, Business Continuity..., Active Directory, Infrastructure, Program Management, Leadership, Networking, Strategy, IT Service Management, VMware, Governance, Visio, Network Architecture, Cloud Computing, Cisco Technologies, Virtualization, Firewalls, Requirements Analysis
Education
Norwich University 2007 — 2009
Master's degree, Information Assurance
San Francisco State University 1994 — 1998
BS, Management Information Systems
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Cricut August 2015 - Present
Shutterfly Inc. July 2014 - August 2015
Shutterfly Inc. April 2012 - July 2014
Glassdoor.com January 2012 - April 2012
STIZZiL June 2011 - August 2011
30AD Media Inc. June 2011 - August 2011
KQED Public Media July 2010 - August 2010
PBworks (World's largest wiki host for business and education) July 2009 - August 2009
Addison Avenue Federal Credit Union September 2007 - January 2008
Skills
Social Media Marketing, Facebook, Social Media, Analytics, Blogging, Competitive Analysis, E-commerce, Email Marketing, Google Adwords, Integrated Marketing, Marketing, Marketing Strategy, Online Marketing, Social Networking, Salesforce.com, Strategy, Web Design, Account Management, HTML, Management, Advertising
Education
University of California, Berkeley 2007 — 2011
Bachelor of Science, Business Administration
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Media Studies
Fudan University
First Tech Federal Credit Union July 2014 - Present
First Tech Federal Credit Union September 2013 - June 2014
First Tech Federal Credit Union April 2012 - September 2013
First Tech Federal Credit Union January 2008 - April 2012
Addison Avenue Federal Credit Union November 2005 - December 2007
Skills
Credit Unions, Consumer Lending, Internet Banking, Loans, Credit, Banking, Risk Management, Credit Cards, Loan Origination, Payments, Information Security, Mortgage Lending, Debit Cards, Information Security..., Retail Banking, Credit Analysis, Financial Services, Vendor Management, Process Improvement, Mergers & Acquisitions, Program Management, Outlook, Disaster Recovery, Business Analysis, Business Development, Business Continuity
Education
University of California, Davis 2013 — 2015
Business Analysis
California State University-Sacramento 2002 — 2005
Bachelors of Science, Criminal Justice
Franklin Templeton Investments January 2012 - Present
Juniper Networks February 2010 - October 2011
Genentech February 2009 - January 2010
Right Management 2007 - 2008
Evantec Corporation 2006 - 2007
Addison Avenue Federal Credit Union 2004 - 2007
Crawford & Associates, Intl. February 2005 - September 2006
Skills
Organizational..., Organizational Change, Leadership Development, Executive Coaching, Team Management, Communications & ..., Employee Engagement, Change Management, 360 Feedback, Management Development, Change Leadership, Organizational..., Training, Communication, Performance Management, Strategy, Human Resources, Leadership, Succession Planning, Program Management, Learning Management, Management, Integration, Enterprise Software, Start-ups, Strategic Planning, Process Improvement, Coaching, Talent Management, MBTI, Organizational Design, Workshop Facilitation, Culture Change, Consulting, Team Leadership, Business Strategy, Team Building, Management Consulting, Cross-functional Team..., Project Management
Education
Notre Dame de Namur University 2002 — 2004
MSM, Management
University of California, Davis 1978 — 1980
BA, Rhetoric/Communications
Green Dot Corporation August 2010 - Present
Addison Avenue Federal Credit Union October 2009 - August 2010
JPMorgan Chase acquired Washington Mutual June 2001 - May 2009
Circles 2000 - 2001
Bank of America September 1991 - September 2000
Citibank 1988 - 1991
Citicorp Diners Club 1985 - 1988
US Army 1981 - 1985
Skills
Credit Cards, Financial Services, Risk Management, Portfolio Management, Banking, Debit Cards, Payments
Education
Arizona State University 1976 — 1980
Riverbed Technology February 2013 - Present
Google October 2005 - August 2012
Milestone Technologies, Inc. @ Google INC. October 2005 - November 2006
Santa Clara University September 2005 - October 2005
VARSHYL LLC & TEAM CONSTRUCTION, General Contractors. April 2005 - September 2005
CALIFORNIA DEPARTMENT OF PARKS AND RECREATION January 2005 - March 2005
Addison Avenue Federal Credit Union September 2004 - January 2005
INDEPENDENT CONTRACTOR February 2004 - August 2004
Hyperion Solutions April 2002 - December 2003
Keynote Systems January 2000 - April 2002
Skills
Mac Systems Management, Casper Suite, Foreign Languages, Fluency in French, Fluency in Vietnamese, German language (5..., Latin and Greek (1 year..., Troubleshooting, OS X, Linux, Operating Systems, System Administration
Education
University of California, Davis 1990 — 1995
BS, CS
Collège Claude Chappe, Paris, France 1984 — 1987
High School
Cellfire July 2010 - Present
Addison Avenue Federal Credit Union February 2009 - November 2009
Skills
Test Automation, JIRA, Agile Methodologies, XML, Bug Tracking
Education
Portnov Computer School 2010 — 2010
QA
San Jose State University
LinkedIn July 2012 - Present
Guidewire Software October 2011 - July 2012
Flextronics July 2009 - November 2011
VMWare Inc June 2010 - November 2010
Verigy, Inc October 2007 - February 2009
Yahoo!, Inc April 2007 - October 2007
Openwave Systems, Inc May 2005 - April 2007
Addison Avenue, Federal Credit Union February 2003 - May 2005
Aspect Communications August 2000 - July 2002
Skills
Workday, Workday Functional..., System Deployment, Oracle E-Business Suite, Data Conversion, Business Process..., Databases, Data Analysis, Payroll, Employee Benefits, Vendor Management, PeopleSoft, Visio, Requirements Analysis, ERP, HRIS, SDLC, Software Implementation, Benefits Management, Software System Analysis, Process Improvement, Software Documentation, Business Intelligence, Business Process, Integration, Requirements Gathering, Testing, Program Management, Strategic HR
Education
San Jose State University 1997 — 2002
B.S, Management Information Systems (MIS)
United Airlines 2009 - Present
Agilent Technologies 2007 - 2009
Addison Avenue Federal Credit Union 2005 - 2006
Addison Avenue Federal Credit Union 2001 - 2005
Hewlett-Packard 1996 - 2000
Skills
PMP, IT Service Management, Program Management, Project Management, Vendor Management, Process Improvement, Change Management, IT Management, Software Project..., Risk Management, SDLC, MS Project, Portfolio Management
Education
Saint Mary's College of California
Masters, MBA
University of California, Berkeley
Certificate Program, Project Management
University of California, Santa Cruz
Bachelors, Computer Information Science
Independent Consulting March 2009 - Present
Addison Avenue Federal Credit Union May 2007 - March 2009
Stanford University, Information Technology Services July 2006 - February 2007
Addison Avenue Federal Credit Union April 2006 - July 2006
Blue Shield of California January 2006 - April 2006
FM Global Insurance November 2005 - January 2006
Addison Avenue Federal Credit Union November 2005 - December 2005
Addison Avenue Federal Credit Union January 1998 - October 2005
Aetna Insurance May 2005 - August 2005
Merck Serono February 2005 - May 2005
Education
University of California, Los Angeles 1978 — 1981
Master of Arts, School of Architecture and Urban Planning
University of Wisconsin-La Crosse 1975 — 1978
B.S.
FOOBAR August 2015 - Present
Moving Company May 2015 - August 2015
American Cancer Society March 2013 - May 2015
Addison Avenue Federal Credit Union 2001 - March 2013
Aon Hewitt April 2008 - February 2013
KPFT Houston September 2000 - February 2013
The Kroger Co. July 2007 - April 2008
Hewlett Packard/Compaq March 2006 - December 2006
Hewlett Packard Company March 2005 - March 2006
Hewlett Packard Company March 2004 - March 2005
Skills
target shooting, reloading, Web Design, Mentoring, HTML, Testing, SQL, cics, XML, CICS, HP, Microsoft SQL Server, Operating Systems, Troubleshooting, Access, Servers, Technical Writing, Enterprise Software, Training, Hardware, Management, SharePoint, Software Documentation, Visio, Vendor Management, Integration, Program Management, System Administration, Team Leadership, Process Improvement, Requirements Analysis, Business Analysis, Windows, SDLC, Disaster Recovery, Information Technology, Security, Pre-sales
Education
Quinebaug Valley Community College 1985 — 1990
AS, Business
Quinebaug Valley Community College
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Symantec September 2014 - Present
Mobigenio August 2011 - Present
First Tech Federal Credit Union January 2011 - September 2014
Addison Avenue Federal Credit Union May 2009 - December 2010
Addison Avenue Federal Credit Union June 2007 - April 2009
Addison Avenue Federal Credit Union July 2005 - June 2007
Skills
Product Management, Internet Banking, Banking, Credit Unions, E-commerce, Vendor Management, Process Improvement, Business Analysis, Financial Analysis, Project Management, Mergers, Strategic Planning, Agile Methodologies, Mergers & Acquisitions, Analysis, Team Leadership, Visio, Program Management, Business Development, Product Development, Competitive Analysis, Requirements Analysis, Consumer Lending, Marketing, Mobile Banking, Business Strategy, Cross-functional Team..., Account Management, Software Development, Web Applications, Management, Analytics, Training, Finance, SaaS, Enterprise Software, Start-ups, CRM, Mobile Applications, Integration, Strategy, Financial Services, Change Management, Leadership, Software Project..., Business Requirements, Mobile Devices
Education
University of California, Irvine
BA, Economics, Philosophy
Saint Francis High School
Saint Simon
Loudoun Therapeutic Riding Foundation March 2013 - Present
Equine Rescue League March 2011 - Present
Addison Avenue Federal Credit Union December 1999 - September 2010
Addison Avenue Federal Credit Union December 1999 - January 2010
First Union 1998 - 1999
Homecomings Financial 1995 - 1998
Hamilton Financial 1991 - 1995
Skills
Credit, Loans, Banking, Process Improvement, Mergers, Vendor Management, Strategic Planning, Project Management, Operations Management, Financial Analysis, Risk Management, Credit Unions, Consumer Lending, Business Strategy, Leadership Development, Executive Management, Leadership, Mergers & Acquisitions, Mortgage Lending, Underwriting
Education
Western CUNA Management School 2006 — 2008
Graduate, Credit Union Mgmt
University of Central Florida 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Sunrun February 2014 - Present
REC Solar July 2010 - February 2014
Addison Avenue Federal Credit Union June 2003 - January 2010
Addison Avenue Federal Credit Union 2000 - 2003
Hewlett-Packard EFCU 1998 - 2000
Hewlett-Packard 1994 - 1998
Heald Institute of Technology 1994 - 1996
Skills
Project Management, Vendor Management, Outlook, Banking, Risk Management, Process Improvement, Business Analysis, Product Management, Management, Visio, Data Center, Disaster Recovery, Mergers & Acquisitions, SDLC, Security, Integration, Leadership, MS Project, Customer Service, Team Leadership, Strategic Planning, Budgets
Education
University of San Francisco
Bachelor of Science, Management Information Systems
Packaging Corporation of America October 2014 - Present
Georgia-Pacific LLC April 2014 - October 2014
Georgia Pacific February 2008 - April 2014
Addison Avenue Federal Credit Union March 1998 - February 2008
Skills
Management, Strategic Planning, Financial Reporting, Payroll, Process Improvement, Sarbanes-Oxley Act, Accounting, Benefits Administration, Mergers, General Ledger, Financial Analysis, Cost Accounting, Great Plains Software, Microsoft Excel, Project Management, Internal Controls, Variance Analysis, Forecasting, Mergers, Cross-functional Team..., Risk Management, Team Building
Education
Notre Dame de Namur University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Notre Dame de Namur University
MBA - Finance
1st United Services Credit Union Retail Operations ManagerAddison Avenue FCU
Addison Avenue Federal Credit Union 1997 - 2003
Skills
Strategic Planning, Marketing, Risk Management, Banking, Loans, Credit Unions, Credit, Change Management, Leadership, Consumer Lending, Team Building, Financial Analysis
Education
University of California, Davis
Addison Avenue Federal Credit Union March 2005 - Present
Wayne K. Hirota, DDS January 2004 - December 2004
Gap Inc. September 1999 - July 2004
Education
University of Hawaii at Manoa 2000 — 2003
CoStar Group February 2006 - Present
Bakery De France May 2005 - December 2005
Addison Avenue Federal Credit Union May 2004 - February 2005
First Command Financial Planning June 2003 - November 2003
Stout Appraisals September 2002 - June 2003
Air Academy Federal Credit Union May 2000 - August 2002
United States Coast Guard August 1999 - April 2000
Education
Colorado Mesa University 1998 — 1999
Criminal Justice
First Tech Federal Credit Union July 2014 - Present
First Tech Federal Credit Union March 2012 - June 2014
Addison Avenue Federal Credit Union May 2010 - February 2012
Addison Avenue Federal Credit Union May 2009 - April 2010
Addison Avenue Federal Credit Union May 2003 - April 2009
Hewlett-Packard July 2003 - February 2009
Hewlett-Packard June 2002 - May 2003
Hewlett-Packard February 2001 - February 2002
Hewlett-Packard November 1998 - February 2001
Hewlett-Packard May 1997 - November 1998
Skills
Strategic Financial..., Mergers & Acquisitions, Finance, Process Improvement, Business Planning, Financial Analysis, Cross-functional Team..., Integration, Acquisition Integration, Strategy, Mergers, Change Management, Forecasting, Leadership, Management, Outsourcing, Financial Reporting, Business Strategy
Education
Northwestern University - Kellogg School of Management 1978 — 1980
M.B.A., Finance, Management
Stanford University 1971 — 1975
A.B., Economics
Addison Avenue Federal Credit Union January 2008 - Present
Hewlett-Packard 2000 - 2002
Cirrus Logic 1998 - 2000
Motorola Semiconductor 1997 - 1998
Seagate Technology 1995 - 1997
Skills
AJAX, Linux, MySQL, Agile Methodologies, Perl, Python, CSS, Software Development, Java, Software Engineering, C++, Microsoft SQL Server, XSLT, jQuery
Education
San Jose State University
BS, Electrical Engineering
HVFCU Marketing Vice PresidentHudson Valley Federal Credit Union2007 - Present
Addison Avenue Federal Credit Union February 2000 - January 2007
Education
Clark University
MBA, Marketing
Opes Advisors February 2010 - Present
Morgan Stanley Smith Barney February 2009 - February 2010
Andrews Investment Company May 2006 - February 2009
Wells Fargo Home Mortgage July 2003 - May 2007
Addison Avenue Federal Credit Union January 2001 - June 2003
Hewlett-Packard December 1995 - January 2001
PIB Mortgage Company June 1989 - August 1994
Skills
Mortgage Lending, Securities, Asset Allocation, Strategy, Team Leadership, Banking, Investments, Loans, Financial Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Managerial Finance, Mortgage Banking, Loan Origination, Strategic Financial..., Portfolio Management, Leadership, Management
Education
University of California, Davis 1981 — 1985
BA, Economics, English
eXito Travel May 2010 - Present
HEIT, Inc. January 2008 - April 2010
eXito Travel October 2007 - December 2007
Addison Avenue Federal Credit Union 1998 - 2007
Education
Regis University 2001 — 2009
Bachelor's in Science, Double Major; Accounting and Business Administration Emphasis Finance
Hormel Foods September 2013 - Present
Nielsen Perishables Group November 2009 - September 2013
Acosta Sales & Marketing August 2009 - November 2009
Javelin Strategy & Research 2007 - 2008
1st United Services Credit Union 2005 - 2007
Addison Avenue Federal Credit Union 1998 - 2000
Trish Information Services 1996 - 1998
Skills
Customer Insight, Nielsen, Market Research, Marketing Research, Shopper Marketing, Competitive Analysis, Trade Marketing, Project Management, Segmentation, Data Analysis, Management, Market Analysis, Marketing, CRM, Retail, Analysis, Pricing, Market Planning, Cross-functional Team..., Product Management, Categorization, FMCG, Forecasting, Marketing Strategy, Strategy, Consumer Products, Analytics, Product Development, IRI, Business Development, Marketing Management, Quantitative Research, P&L Management, Account Management, Marketing Communications, AC Nielsen, Product Marketing, Merchandising, Grocery
Education
Dickinson College
BA, Internationa Studies
Middlebury Institute of International Studies at Monterey
MBA, Marketing
Addison Avenue Federal Credit Union March 2009 - Present
Education
Ferris State University 1992 — 1996
bba, mgmt
CIG Financial May 2013 - Present
AmeriCredit September 2009 - May 2013
Addison Avenue Federal Credit Union March 2009 - September 2009
Americredit Financial Services August 2004 - February 2009
Central State Credit Union September 2001 - August 2004
Schools Credit Union now Premier Community Credit Union May 1994 - September 2001
Skills
Credit, Consumer Lending, Credit Analysis, Dealers, Cold Calling, Business Development, Loans, Loan Origination, Customer Retention, Relationship Management, Sales, Underwriting, Mortgage Lending, Credit Risk, Finance, Team Building
Education
California State University-Sacramento 1990 — 1993
Liberal Studies
Polaris Wireless April 2013 - Present
Contenix April 2012 - April 2013
Equinix July 2010 - April 2012
Addison Avenue Federal Credit Union January 2010 - July 2010
Software Development Technologies April 2009 - December 2009
Abrevity January 2006 - March 2009
wells fargo 2005 - 2005
Skills
QTP, SDLC, Test Planning, Agile Methodologies, Software Quality..., Requirements Analysis, Manual Testing, Test Automation, Quality Assurance, Testing, Oracle, Quality Center, Unix, MySQL, XML, Web Applications, Requirements Gathering, JIRA, Test Cases, System Testing, Regression Testing, Selenium, Performance Testing, Test Management, Scrum
Education
Osmania University
MCA
Chevron Federal Credit Union December 2010 - December 2010
Addison Avenue Federal Credit Union January 1996 - March 2009
Addison Avenue Federal Credit Union January 2001 - January 2009
Addison Avenue Federal Credit Union January 1996 - January 2001
Comerica Bank California January 1990 - January 1996
Skills
Loans, Accounting, Analysis, Auditing, Consumer Lending, Banking, Call Centers, Credit, Credit Analysis, Credit Unions, Financial Analysis, Loan Origination, Mortgage Lending, Process Improvement
Education
American Education, Inc
American Education, Inc
Computer Learning Center
Computer Programming
Evergreen Valley College
General Education
Systems Technology Institute
Roseville Electric May 2006 - Present
Addison Avenue Federal Credit Union October 2003 - January 2005
Addison Avenue Federal Credit Union June 1999 - September 2003
Skills
Training, Recruiting
Education
University of Phoenix, Roseville 2003 — 2005
MBA, Business
Helena High School
High School Diploma
The University of Montana
BS, Business Management
The University of Montana - School of Business Administration
BS, Business Administration
Golden 1 Credit Union May 2014 - Present
First Tech Federal Credit Union January 2011 - May 2014
Addison Avenue Federal Credit Union October 2003 - January 2011
Addison Avenue Federal Credit Union January 2000 - October 2003
Wells Fargo Bank January 1996 - January 2000
Skills
Credit Unions, Banking, Internet Banking, Debit Cards, Product Management, Credit Cards, Process Improvement, Payments, Vendor Management, Financial Analysis, Financial Services, Portfolio Management, Leadership, Strategy, Cross-functional Team..., Risk Management
Education
California Polytechnic State University-San Luis Obispo 1988 — 1991
BA, Business
Provident Credit Union March 2012 - Present
Addison Avenue Federal Credit Union March 1998 - February 2010
Transamerica 1992 - 1998
Skills
Consumer Lending, Loans, Banking, Credit, Internet Banking, Process Improvement, Mergers, Risk Management, Strategic Planning, Vendor Management, Strategic Financial..., Business Strategy, Credit Analysis, Financial Analysis, Credit Unions, Product Development, Credit Cards, Product Management
Education
Saint Michael's College 1987 — 1991
BS, Business Administration
New Horizons Computer Learning Center October 2009 - February 2010
Addison Avenue Federal Credit Union January 2000 - March 2009
Hewlett-Packard Family Federal Credit Union January 1991 - January 2000
Education
Bunker Hill Community College
Liberal Arts, Information Systems
New Horizons Computer Learning Center
Information Technology
University of Massachusetts Lowell
Coursework, Programming and Information Systems
TIBCO Software Inc. 2014 - Present
Dell Inc 2011 - 2014
Force10 Networks 2010 - 2011
NetApp 2008 - 2009
Apple 2006 - 2007
Addison Avenue Federal Credit Union 2005 - 2006
NCS Pearson (NCS Learn Business Unit) 1998 - 2002
NCS Pearson (NCS Learn Business Unit) 1996 - 1998
Skills
Oracle R12, Oracle 11i, Salesforce.com, Siebel 8, Siebel 7, Microsoft CRM, MS Access, Microsoft Office, MS SQL Server, SQL, SQL*Plus, PL/SQL, Crystal Reports, PowerBuilder, Visual Basic, Quote Preparation, Sales Opportunity..., Service Contract..., Customer Service, Collections, Forecast Reporting, Commission Processing, Sales Tool Access..., Licensing and..., Data Management &..., Software Implementation, Software Training, Process Documentation, Business Requirements..., Gap Analysis, Data Mapping, Test Script Development, Database Updates Using..., Liaison Between..., Material/Production..., Integration, Enterprise Software, CRM, Business Analysis, Databases, Testing
Education
California State Polytechnic University-Pomona
Information Systems/Mathematics
Stanford Federal Credit Union October 2014 - Present
Stanford Federal Credit Union February 2014 - October 2014
Bay Federal Credit Union August 2013 - February 2014
Bay Federal Credit Union August 2012 - July 2013
Barracuda Networks July 2011 - July 2012
First Tech Federal Credit Union December 2010 - July 2011
Addison Avenue Federal Credit Union March 2009 - December 2010
Bay Federal Credit Union June 2008 - March 2009
Bay Federal Credit Union November 2005 - June 2008
Skills
SQL, Perl, Databases, Software Development, PostgreSQL, JavaScript, MySQL, Credit Unions, Process Improvement, Oracle, CSS, Database Design, Web Services, Web Development, Linux System..., jQuery, AJAX, PHP, Unix, Linux, Web Applications, Enterprise Software, Object Oriented Perl, Agile Methodologies, Shell Scripting, Open Source, PL/SQL, System Administration, SDLC, Mobile Applications, Disaster Recovery, HTML, Apache, XML, MongoDB, Web Service, Python
Education
University of California, Santa Cruz 2003 — 2005
BA
Addison Avenue Federal Credit Union March 2006 - December 2009
Education
Eastern Oregon University 1998 — 2000
Child Development and English Literature
Hughes Hubbard & Reed LLP April 2013 - Present
Paul Hastings June 2012 - March 2013
Boies, Schiller & Flexner LLP August 2010 - June 2012
Daymon Worldwide April 2010 - August 2010
Addison Avenue Federal Credit Union May 2008 - April 2010
Connecticut Better Business Bureau June 2007 - December 2007
Skills
Strategic Communications, Social Media, Internal Communications, Media Relations, Press Releases, Public Relations, Project Management, Editing, Corporate Communications, Journalism, Copy Editing, Content Management, Crisis Communications
Education
The University of Connecticut 2005 — 2007
Bachelor of Arts, Journalism
Financial Fitness Association August 2004 - Present
Addison Avenue Federal Credit Union May 1997 - January 2010
Hewlett-Packard March 1995 - May 1997
Skills
Product Management, Vendor Management, Strategic Planning, Strategic Partnerships, Competitive Analysis, Strategy, Management, Credit Unions, Corporate Communications, Program Management, Cross-functional Team..., Mergers & Acquisitions, Marketing, Team Leadership, Executive Management, Risk Management, Business Strategy, Account Management, Team Building, Recruiting, Marketing Strategy, Leadership, Enterprise Software, Change Management, Business Analysis, Analytics, Business Planning, E-commerce, Start-ups, Product Marketing, Process Improvement, CRM, Business Process...
Education
Ball State University
MS
Indiana University Bloomington
BS
The Sea Ranch Association May 2013 - Present
Addison Avenue Federal Credit Union May 1987 - October 2007
Skills
Finance, Financial Analysis, Financial Risk, Risk Management, Financial Reporting, Auditing, Internal Audit, Banking, Credit, Credit Unions, Consumer Lending, Financial Modeling, Financial Services, Mergers & Acquisitions, Team Building
Education
San Jose State University 1979 — 1981
B.S., Business Administration (Accounting)
University of Oregon 1964 — 1969
B.A., Sociology, Asian Studies
Addison Avenue Federal Credit Union July 2007 - March 2010
Pacific Coast Building Supply 2004 - 2005
Interstate Brands Corporation/ Wonder Bread-Hostess Cakes July 2001 - July 2003
Seven Eleven Inc. 1995 - 2000
Skills
Accounts Payable, Accounts Receivable, Credit, Data Entry, Banking, Accounting, Mortgage Lending, Loans, Cost Accounting, Training
Education
Heald College 2011 — 2013
Associate of Arts (A.A.), Medical/Clinical Assistant
Aspiriant October 2013 - Present
First Republic Private Wealth Management June 2013 - October 2013
First Republic Bank July 2011 - December 2012
Addison Avenue Federal Credit Union April 2010 - April 2011
Bank of America January 2006 - November 2009
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance
Education
University of San Francisco 2010 — 2012
Masters, Financial Analysis
Kaplan University
Financial Planning
San Jose State University 2008 — 2009
Bachelor's Degree, Business Management
Skyline College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
First Tech Federal Credit Union December 2008 - Present
Addison Avenue Federal Credit Union December 2008 - December 2008
Skills
Banking, Loans, Credit, Vendor Management, Financial Services, Portfolio Management, Credit Analysis, Risk Management, Wealth Management, Consumer Lending, Account Management, Process Improvement, Sales, Retail Banking, Financial Analysis, Business Development, Mortgage Lending, Retirement Planning, Credit Cards, Business Analysis
Education
CSU Sacramento 1994 — 1997
Hartnell College 1991 — 1993
Associate of Arts (AA), Business Administration and Management, General
Reach Federal Credit Union March 2012 - Present
Hemming Morse, Inc. March 2010 - March 2012
Addison Avenue Federal Credit Union December 2007 - January 2010
Education
San Jose State University 2003 — 2005
Bachelors of Science, Marketing
Essex National Securities, LLC March 2007 - Present
Addison Avenue Federal Credit Union January 1998 - March 2007
Webzang, LLC 2004 - 2007
Skills
User Interface Design, Customer Relations, Compliance, Investments, Problem Solving, Software Project..., Web Development, Web Applications, Network Security, System Architecture, System Design, Customer Service, Risk Management, Program Management, Management, E-commerce, Cross-functional Team..., Security, CRM, Training, Business Analysis, Strategic Planning
Education
Colorado State University 1998 — 2001
Bachelor of Science, Business Administration; Information Systems and Marketing
First Tech Federal Credit Union December 2013 - Present
First Tech Federal Credit Union November 2010 - Present
Addison Avenue Federal Credit Union November 2005 - October 2010
Addison Avenue Federal Credit Union 2003 - 2005
Addison Avenue Federal Credit Union 2001 - 2003
HP Employees Federal Credit Union 1998 - 2001
County Bank 1994 - 1996
Skills
Banking, Risk Management, Credit, Loans, Consumer Lending, Auditing, Financial Analysis, Process Improvement, Finance, Enterprise Risk..., Credit Analysis, Vendor Management, Management, Financial Services, Business Analysis, Internal Audit, Portfolio Management, Mergers & Acquisitions, Financial Risk, Credit Unions
Education
Saint Mary's College of California 1999 — 2001
BA, Business Administration
Merced College 1995 — 1997
AS, Health Science
Allstate Insurance November 2009 - Present
Addison Avenue Federal Credit Union March 2006 - June 2009
Education
California State Polytechnic University-Pomona
BS, Computer Information Systems
First Tech Federal Credit Union November 2010 - Present
Addison Avenue Federal Credit Union June 2005 - October 2010
Addison Avenue Federal Credit Union March 2003 - June 2005
Skills
Banking, Contractual Agreements, Vendor Management, Vendor Audit, Contracts Administrators, Financial Services, Financial Audits, Quality Auditing, Financial Policies &..., Financial Process..., Contract Negotiation, Vendor Risk Programs
Education
St. Mary's College of California 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merced College 1994 — 1996
Associate of Science (A.S.), Health Professions and Related Clinical Sciences, Other
First Tech Federal Credit Union March 2010 - Present
Addison Avenue Federal Credit Union December 2001 - March 2010
Franklin Templeton Investments December 1999 - December 2001
Franklin Templeton Investments April 1997 - December 1999
American General Financial November 1994 - April 1997
Skills
OSI, Banking, Credit Unions, Vendor Management, Branch Banking, Branch Operation, Loans, Disaster Recovery, Project Management, Change Management, Financial Regulation, Retail Banking, Process Automation, Process Improvement, Leadership, Salesforce Training, CRM, Knowledge Base, International..., Visio, Regression Testing, IRAs, SharePoint, Retirement Planning, Trust Management, I3, Business Continuity, Credit, Consumer Lending
Education
St. Ambrose University 1992 — 1994
Bachelor of Arts (B.A.), Sports Management
Harry K Wong Publications, Inc. June 2015 - Present
Star One Credit Union June 2010 - January 2014
Star One Credit Union November 2008 - May 2010
Star One Credit Union December 2005 - November 2008
SAN FRANCISCO FIRE CREDIT UNION October 2004 - November 2005
Addison Avenue Federal Credit Union January 2002 - September 2004
HEWLETT PACKARD CREDIT UNION aka Addison Ave. FCU January 2001 - January 2002
APPLE COMPUTERS, INC January 1994 - January 1999
PACIFIC MAINTENANCE January 1992 - January 1994
POMEROY GREEN CO-OP January 1990 - January 1992
Skills
Accounting, Executive..., Financial Systems, Microsoft Office, PowerPoint, Customer Service, Credit Unions, Credit, Loans, Deposits, IRA's, Loan Servicing, Credit Analysis, Commercial Banking, Leadership, IRAs, Sales, Banking, Process Improvement, Team Building, Financial Analysis
Education
Golden Gate University
Bachelor of Science, Business Management
Foothill College
Associate of Arts, Accounting