Experience
Bank of America   January 2015 - Present
Wells Fargo  October 2013 - Present
National Vision, Inc.   November 2011 - April 2013
AT&T Mobility  January 2010 - January 2011
Walmart  October 2006 - January 2010
Sallie Mae  March 2005 - August 2006

Skills
Customer Service, Call Center, Customer Satisfaction, Data Entry, 10 Key, Software Documentation, Outlook, Microsoft Office, Telephone Skills, Invoicing, Process Improvement, Microsoft Excel, Team Building, Account Management, Windows 7, Team Leadership, Microsoft Word, Sales, Access, Training, Healthcare, HIPAA, Medical Terminology, Time Management, Call Centers, Inventory Management, Purchasing, Process Scheduler, Customer Retention

Education
Ultimate Medical Academy   2011 — 2012
Medical Billing and Coding Diploma, Medical Billing and Coding

Pinecrest High   1996 — 1999
High School Diploma, General Studies

Experience
m&n associates   January 1984 - Present
San Bernardino Valley College  September 2004 - Present
SHU Business and Education Institue   November 1991 - March 1995
University of California, Riverside  1991 - 1991
Rio Hondo College  February 1989 - July 1990
Pacific Bell  1987 - 1988
Unión Hispana newspaper   February 1987 - November 1987
Hispanic Media, Inc.   1987 - 1987
Bank of America   1984 - 1986
Hispanix, Inc.   1984 - 1984

Skills
Management, Marketing, Media, Finance, Training

Education
University of California, Los Angeles   1980 — 1983
Master of Arts (M.A.), Latin American Studies / International Management

UCLA Anderson School of Management   1977 — 1980
Master of Business Administration (MBA), Management / Marketing / Finance

University of California, Los Angeles   1972 — 1976
Bachelor or Arts cum laude, Political Science / Psychology minor

Experience
BRG  November 2014 - Present
Bank of America   2009 - 2014
Bank of America   2007 - 2009
Bank of America   2002 - 2007
Bank of America   1996 - 2002
Lockheed Martin  1993 - 1996
IBM  1982 - 1993

Skills
Technical Leadership, Thought Leadership, IT Strategy, IT Project & Program..., Enterprise Software, Technology Roadmapping, Corporate Real Estate, Strategic Planning, Business Process..., People Development, Program Management, Strategy, SDLC, Real Estate Development, Information Technology, Business Intelligence, Process Optimization, Vendor Management, Process Improvement, Integration, Project Management, Business Analysis, Leadership, Management

Education
Union College   1978 — 1982
Bachelor of Science (B.S.), Computer Science

Experience
ERA Landmark Real Estate  September 1997 - Present
ERA Landmark Real Estate  1997 - Present
ASUCLA  November 1987 - June 1994
Bank of America   August 1986 - November 1987
Student Media ASUCLA   January 1978 - June 1986

Skills
Sellers, Relocation, Condos, Real Estate, Investment Properties, Luxury, Real Estate Transactions, Property, Marketing, Sales, Buyer Representation, First Time Home Buyers, Listings, New Home Sales, Single Family Homes, Foreclosures, ABR, Real Property, REO, Residential Homes, Customer Service, Luxury Brand Marketing, Buyers, Referrals, Acreage, Luxury Homes

Education
University of California, Los Angeles - The Anderson School of Management   1982 — 1986
MBA, Marketing

University of California, Los Angeles   1978 — 1982
Bachelors, History

Experience
Bank of America   October 2013 - Present
Interactive Data  July 2013 - October 2013

Skills
Software Development, Software Engineering, Software Design, Python, Microsoft SQL Server, MySQL, Java, Ruby, VBA, Databases, Business Analysis, Prime Brokerage, Microsoft Excel, Oracle, Microsoft Word, SQL, Customer Service, Microsoft Office

Education
University College London, U. of London   2005 — 2008
Bachelor of Science (BSc) (Hons), Computer Science

Microsoft SQL Server Bootcamp   2013 — 2013

Tel Aviv Cantorial Institute
Musical Diploma, Chazzanut, Music Theory, Voice Production

Experience
Honeywell,HSM   January 2014 - Present
Provident Community Bank  September 2012 - April 2013
Bank of America   October 2001 - May 2011

Skills
Banking, Call Centers, Process Improvement, Customer Service, Business Analysis, Customer Experience, •Excellent Customer..., •Oral and written..., •Professional phone..., •Problem Resolution, •Result oriented, •Strong Leadership..., Microsoft Excel, Customer Satisfaction

Education
York Technical College   2013 — 2015
Assiciates, Management/ Human Resorce

Ultimate Medical Academy   2011 — 2012
Billing and Coding Diploma, Billing and Coding

Experience
Korn/Ferry International  May 2013 - Present
Cushman & Wakefield  2010 - April 2013
J.P. Morgan   2004 - 2009
Bank One  2002 - 2004
Bank of America   1997 - 2002
Ernst & Young  1995 - 1997
Kenneth Leventhal & Company  1992 - 1995

Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance, Finance, Banking, Management, Analysis, Due Diligence, Real Estate, Valuation, Credit

Education
University of California, Los Angeles - The Anderson School of Management   1990 — 1992
MBA, Finance & Accounting

University of the Pacific   1981 — 1985
Bachelor of Science, Business Administration - Finance

Experience
Merrill Lynch  June 2013 - Present
OneWest Bank  September 2010 - June 2013
Bank of America Merrill Lynch  December 2005 - September 2010
Bank of America   December 2005 - August 2009
Bank of America   June 2004 - December 2005

Skills
Mortgage Lending, Private Banking, Commercial Real Estate, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, C&I Lending, Banking, Loans, Cash Management, Relationship Management, Wealth Management

Education
University of California, Los Angeles - The Anderson School of Management
MBA

University of California, San Diego
B.S. (Cum Laude), Management Science, Economics

Experience
White & Case LLP  November 2013 - Present
Working In Support of Education  November 2010 - November 2013
Bank of America   June 2008 - August 2008

Skills
Community Outreach, Research, Microsoft Office, Program Management, PowerPoint, Nonprofits, Fundraising, Program Development, Microsoft Excel, Microsoft Word, Volunteer Management, Management, Customer Service, Troubleshooting, Event Management, Non-profits, Social Media, Staff Development, Client Liason, Event Planning, Editing

Education
Union College   2005 — 2009
Bachelor of Science, Mathematics

Experience
Bank of America   November 2010 - Present

Skills
Program Management, SDLC, Project Management, Process Improvement, Business Development, IT Management, Budgets

Education
University of California, Los Angeles
Bachelors in Science

University of California, Los Angeles - The Anderson School of Management

University of Texas
MBA

Experience
The Boston Consulting Group  January 2015 - Present
The Boston Consulting Group  January 2013 - December 2014
NBC Universal  2011 - 2011
Cornerstone Research  2009 - 2010
Cornerstone Research  2007 - 2009
Bank of America   2005 - 2007

Skills
Strategy, Financial Modeling, Analysis, Research, Project Management, Financial Services, Management, Leadership, Cross-functional Team..., Finance, Market Analysis, Marketing, Investments, Management Consulting, Business Strategy, Competitive Analysis, Financial Analysis

Education
Rowland High School

University of California, Los Angeles - The Anderson School of Management
M.B.A.

University of Southern California
B.S

Experience
Rotary Club of Los Angeles  June 2010 - Present
Jon S. Gibby - Executive Consulting Services   January 2008 - May 2010
Orthopaedic Hospital Foundation   October 2008 - October 2009
California Science Center  August 1999 - December 2007
Bank of America   January 1997 - July 1999
The Wellness Community - National   July 1995 - July 1996
Unocal Corporation  May 1980 - June 1995

Skills
Customer Service, Management, Marketing, Team Building, Contract Negotiation, Program Management, Fundraisers, Community Outreach, Team Leadership, Entrepreneurship, Organizational..., Non-profits, Fundraising, Leadership Development, Start-ups, Leadership, Social Media Marketing, Community Development, Internal Communications, Executive Coaching, Research, Project Planning, Philanthropy, Project Management, Grants, Marketing Communications, Policy, Social Media, Grant Writing, Business Process..., Editing, Training, Strategy, Annual Giving, Staff Development, Analysis, Healthcare, Government, Newsletters, Human Resources, Business Strategy, Budgets, Process Improvement, Executive Management, Marketing Strategy, Social Networking, Recruiting, Policy Analysis, Stewardship, Integrated Marketing

Education
University of California, Los Angeles - The Anderson School of Management   2006 — 2007
Executive Program in Management

University of Redlands
Bachelor of Science, Business Administration

Experience
PIMCO  December 2014 - Present
MUFG Americas  September 2014 - November 2014
Bank of America   August 2010 - August 2014
UCLA  September 2008 - August 2010
Lehman Brothers  June 2008 - August 2008
UCLA  October 2004 - June 2008

Skills
Valuation, Financial Modeling, Financial Analysis, Credit Analysis, High Yield, Fixed Income, Capital Markets, Financial Statement..., Excel, SQL, Bloomberg, Spanish, Emerging Markets, Latin America, Equities, Stress Testing, Regulatory Reporting, Capital IQ, Essbase, Hyperion Planning, Thomson One, Mortgage, Industry Analysis, Budgeting, Financial Planning, Portfolio Management, Budgets, Strategic Financial..., Microsoft Excel, Competitive Analysis, Strategy, Analysis, Asset Management, Equity Research, Corporate Finance, Investments, Investment Banking, Private Equity, Derivatives, Mutual Funds, Hedge Funds, Due Diligence, Mortgage Lending, Management, Finance, Analytics, Leadership, Business Strategy, Project Management

Education
CFA Institute
CFA Charter, Finance

UCLA Anderson School of Management   2006 — 2009
MBA, Finance

University of California, Los Angeles   1998 — 2001
B.A., Political Science, Business Administration Minor

Experience
BloomReach  April 2012 - Present
Nextag, Inc  August 2010 - December 2011
Bank of America   June 2007 - June 2008
Bank of America   October 2005 - June 2007

Skills
Business Analytics, Business Process..., Product Management, Competitive Analysis, Analytics, Leadership, Financial Modeling, Strategy, SaaS, E-commerce, Business Strategy, SEM, Strategic Partnerships, Market Research, Management Consulting, Management, Sales Operations, Advertising, Web Analytics, Online Advertising, Cross-functional Team..., Strategic Planning, Analysis, Team Building, Business Development, Entrepreneurship, Sales, Product Marketing, Start-ups, Salesforce.com, Sales Management, Online Marketing, Account Management

Education
UCLA Anderson School of Management   2008 — 2010

University of California, Los Angeles

University of Melbourne - Melbourne Business School

Experience
Bank of America   August 2012 - Present
National University  December 2010 - Present
California Lutheran University  January 2012 - Present
DeVry University  January 2012 - August 2013
Bank of America   September 2010 - July 2012
California State University-Channel Islands  January 2012 - June 2012
Bank of America   February 2010 - September 2010
Bank of America   March 2008 - February 2010
Countrywide  September 2006 - March 2008
Countrywide  September 2004 - September 2006

Skills
SDLC, Governance, Risk Management, Business Analysis, Management, Software Project..., Project Portfolio..., Employee Development, Business Relationship..., Business Development, Management Consulting, Vendor Management, Banking, CRM, Project Planning, Process Improvement, Systems Analysis, Requirements Analysis, Requirements Gathering, Start-ups, PMO, Project Management, Cross-functional Team..., PMP, Program Management, Strategy, Analysis, Portfolio Management, Six Sigma, Competitive Analysis, ERP, Consulting, IT Strategy, Business Process..., Business Process, Resource Management, Budgets, Business Intelligence, Product Development, Change Management, IT Management, Leadership, Visio, Integration

Education
UCLA Anderson School of Management   2007 — 2010
MBA, MBA

Project Management Institute   2005 — 2005
PMP, Project Management Professional

University of Southern California   1997 — 2001
BS, Business Administration, IS

Glendale High School   1994 — 1999

Experience
Deannco Financial Enterprises   May 1981 - Present
Bank of America   July 1971 - September 1980

Education
UCLA Anderson School of Management   1966 — 1967
MBA, Finance

University of California, Los Angeles   1964 — 1966
BA, Finance

University of Idaho   1962 — 1964
General Education

Experience
BankUnited  August 2015 - Present
FranVest Management   January 2014 - March 2015
USA TODAY  January 2007 - February 2013
USA TODAY  January 1998 - June 2007
Bank of America   June 1994 - January 1998

Skills
Financial Analysis, Strategic Partnerships, Business Development, Marketing Strategy, Marketing, Leadership, Management, Strategy, Sales Management, Relationship Management, Sales, Entrepreneurship, New Business Development, Strategic Planning, Operations Management, Due Diligence, Account Management, Lead Generation, International Trade, Digital Media, Consultative Sales..., Financial Risk, Business Planning, Team Building, New Media, Franchise Consulting, Business Intelligence, Contract Negotiation, Banking, Consumer Lending, Business Brokerage, Consumer Package Goods, Profit & Loss Management, Solution-Based Selling, Key Client Relationships, Client Retention..., Business Analysis..., Credit Analysis, CRM, Proposal Writing, Selling Solutions, RFP, Supply Chain Operations, Logistics Management, Integrated Marketing, Merchant Services, B2B, Start-ups, Salesforce.com, Project Management

Education
UF Hough Graduate School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, Finance

University of Florida   1991 — 1994
Bachelor's Degree, Business Administration, Finance

Experience
Belfast Metropolitan College   February 2015 - Present
Belfast City Council   January 2014 - April 2014
Bank of America   March 2013 - March 2014
Belfast City Council   January 2013 - March 2013
The Simon Community   July 2012 - December 2012
Smarts  May 2012 - July 2012
LJK Communications   March 2012 - March 2012
Levy McCallum   March 2010 - April 2011
Aiken Promotions   October 2007 - October 2007

Skills
Public Relations, Marketing Communications, Advertising, Digital Marketing, Corporate Communications, Press Releases, Social Media Marketing, Brand Development, Email Marketing, Social Media, Event Management, Google Analytics, SEO, Google Adwords, Copywriting, Digital Strategy, Media Relations, Blogging, Web Analytics, Internal Communications, Market Research, Web Content Management, CMS, Media Monitoring, Report Writing, Speech Writing, Social Media Advertising, New Media, Media Buying, Newsletters, Sales Support Tools, CRM, Maximizer, Sales Research, Project Management

Education
University of Ulster   2008 — 2012
Bachelor of Science (BSc), Communication, Advertising and Marketing, 2:1

Dominican College Fortwilliam   2000 — 2007

Experience
Bank of America   November 2012 - Present
JPMorgan Chase  July 2008 - November 2012
Guild Mortgage Company  January 2007 - July 2008
Onni Inc   July 2001 - December 2006

Skills
Business Analysis, Project Management, Business Requirements, Microsoft Excel, SQL, Access, Mortgage Underwriting, Business Process..., Organizational..., SharePoint, Mortgage Banking, Financial Services, Training, Mortgage Lending, Management

Education
University of Ulster   1989 — 1991
Bachelor of Technology (BTech), Civil Engineering

Experience
Context Relevant  June 2014 - Present
Bank of America   October 2010 - Present
EMC  January 2004 - October 2010
CentrePath  January 2001 - January 2004
Metromedia Fiber Network  January 2000 - 2001
Coldwell Banker Hunt Kennedy  January 1998 - January 2000
MCI Telecommunications  June 1989 - December 1997

Skills
Direct Sales, Sales, Venture Capital, Enterprise Account..., Solution Selling, Relationship Management, Turnaround Specialist, Business Development, Client Relationship..., Account Management, Start-ups, Sales Presentations, Situational Sales..., Sales Execution, Leadership, Sales Process, Team Building, Presentation Skills, Contract Negotiation, Professional Services, Operational Execution, Computer Hardware, Data Storage..., Telecommunication..., Enterprise Software

Education
Union College   1985 — 1989
BA Economics

Experience
Kelly Hagar - State Farm Agent   December 2013 - Present
Universal Property and Casualty Insurance Company  2013 - 2013
SunTrust Bank  2011 - 2012
Boy Scouts of America, Gulf Stream Council   2008 - 2012
American Red Cross, Palm Beaches - Treasure Coast Region   2007 - 2011
Wells Fargo Advisors  2008 - 2010
Bank of America   2007 - 2008
Citibank  2002 - 2007

Skills
Leadership, Financial Analysis, Management, Risk Management, Banking, Investments, Portfolio Management, Customer Service, Wealth Management, Health Insurance, Life Insurance, Car Loans, Retirement Planning, Financial Planning, Team Building

Education
UF Hough Graduate School of Business   2010 — 2012
Master of Business Administration (MBA)

University of Florida - Warrington College Of Business   1994 — 1999
Bachelor of Science, Finance

Martin County High School

Experience
Self  2014 - Present
Bank of America   November 1998 - March 2015

Education
The Master's College   2000 — 2004
BA Christian Ministries, Pre-Theology/Pre-Ministerial Studies, Summa Cum Laude

UCLA Extension
Fiction Writing

Experience
Oracle  February 2013 - Present
Nom Nom Eat   July 2014 - Present
Bank of America   June 2010 - September 2012
Cisco  June 2009 - September 2009
RedPrairie  April 2005 - August 2008
University of Wisconsin Milwaukee  January 2004 - December 2004
Johnson Controls  June 2004 - September 2004

Education
UCLA Anderson School of Management   2008 — 2010
Master of Business Administration (M.B.A.)

University of Wisconsin-Milwaukee   2001 — 2004
Bachelor’s Degree

Experience
Bank of America   May 2013 - Present
Bank of America   June 2011 - May 2013
PepsiCo  June 2010 - September 2010
United Health Group  July 2007 - April 2009
ADP  June 2005 - June 2007
L.A. institue   June 2005 - May 2007

Skills
Financial Modeling, Business Strategy, Product Management, Financial Analysis, Digital Marketing, Strategic Planning, Forecasting, Analysis, Business Development

Education
University of Michigan, Ann Arbor
MBA

UCLA Anderson School of Management
Riodan Program, Business

UCLA
Business Economics, Accounting and Finance

Experience
Self Published  August 2013 - Present
Bank of America   January 2007 - June 2008
Franklin First Financial  August 2004 - October 2006

Skills
Creative Writing

Education
Ultimate Medical Academy-Tampa   2012 — 2014
diploma, Pharmacy Technician/Assistant

Parkway North High   1993 — 1997
diploma, basic

Experience
WisdomTree Asset Management  October 2010 - Present
WisdomTree Asset Management  February 2009 - October 2010
WisdomTree Asset Management  June 2008 - February 2009
Bank of New York Mellon  January 2007 - June 2008
Markit  February 2006 - December 2006
Bank of America   October 2003 - February 2005
Putnam Investments  September 2002 - September 2003

Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets

Education
Union College   1997 — 2001
BA, Political Science

Scarsdale High School   1993 — 1997
High School Diploma, General Studies

The University of Chicago - Booth School of Business

Experience
Eagle and Lion Executive Talent Coaching   January 2014 - Present
Zurich Financial Services, Farmers Insurance   April 2002 - August 2013
USO  2006 - 2013
Zurich Insurance Company Ltd.  2002 - 2013
Employers Group  1999 - 2001
Northrop Grumman Corporation  1991 - 1998
TRW  1986 - 1991
Security Pacific Corporation,  1985 - 1986
Bank of America   1981 - 1985

Skills
Talent Management, Talent Strategy, Executive Development, Executive Coaching, Leadership Development, Organizational..., Organizational Behavior, Team Building, Career Assessment, Personality Assessment, Corporate University, Start-ups, Management Development, Career Management, Organizational..., 360 Feedback, Succession Planning, Personnel Management, Assessment Center, Strategy, MBTI, Executive Management, Non-profit Volunteer, Communication Skills, Management, Organizational..., Employee Training, Training, Professional Mentoring, Psychometrics, Workforce Planning, Consulting, Eye for Details, Human Resources, Mergers & Acquisitions, Leadership, HR Transformation, Culture Change, Program Management, Performance Management, Project Planning, Strategic Leadership, Employee Engagement, Organizational Design, Employer Branding, Career Development, Executive Positions, Workshop Facilitation, Strategic HR, Onboarding

Education
NeuroLeadership Institute
Distinction

California State University, Los Angeles, Los Angeles, California
Master of Arts (MA), Sociology: Counseling

Human Capital Institute
Master Human Capital Strategist Certificate

Pepperdine University, Seaver College, Malibu, California
Bachelor of Arts (BA), Sociology, Minor in Marketing

University of California Los Angeles, Los Angeles, California
Human Resources Development – Professional Certificate

University of California, Los Angeles - The Anderson School of Management
Executive Management Program

Experience
Morgan Stanley  July 2013 - Present
UBS  August 2011 - June 2013
Deutsche Bank  March 2006 - August 2011
TenSixtyfour   March 2003 - March 2006
ABN AMRO Services Company  May 1997 - March 2003
Bank of America   October 1995 - April 1997
Symmetrix Inc  December 1994 - September 1995
Open Vision Technologies   February 1994 - November 1994
Open Software Foundation  February 1990 - February 1994

Skills
Enterprise Architecture, IT Strategy, Cloud Computing, SOA, Agile Methodologies, Architecture, Middleware, Distributed Systems, Strategy, Application Architecture, Enterprise Software, Architectures, Information Architecture, Software Project..., SaaS, Program Management, Infrastructure, Integration, System Architecture, Operational Efficiency, Data Architecture, Business Intelligence, Unix, IT Management, Data Modeling, Enterprise Management..., System Monitoring, Software Development, Leadership, Management, Consulting, Data Warehousing, Governance, Big Data, ESM, Solution Architecture

Education
Universität Ulm   1980 — 1990
Doctorate, Mathematics

University of Southern California   1983 — 1985
MsC, Mathematics

Experience
Bank of America   June 2001 - Present

Skills
CISA, CISSP, GSEC, Networking, Computer Security, Banking, Information Security..., Risk Management, Business Continuity, Integration, Computer Forensics, ISO 27001, IT Strategy, PCI DSS, Application Security, Vendor Management, Disaster Recovery, Penetration Testing, Network Security, Auditing, COBIT, Risk Assessment, Enterprise Risk..., Data Center, Governance, IT Management, Information Technology, Information Security, Data Security, Financial Risk, SDLC, Security Architecture..., GLBA, VPN, IT Audit, Security

Education
UCL   1974 — 1977
BSc, Chemistry

University College School
8 GCE "O"​ Levels, 3 GCE "A" Levels.

Experience
Bank Of America   April 2009 - Present

Skills
Strategy, Business Planning, Credit, Risk Management, Leadership, Management, Entrepreneurship, Financial Risk, Loans, Business Development, Finance, Executive Management, Portfolio Management, Banking, Investments

Education
UCLA Anderson School of Management   1998 — 2000
MBA, Strategy, Marketing, Entrepreunership & Finance

Harvard-Westlake

Experience
Macquarie Energy Markets Division   February 2009 - Present
Bank of America   January 2009 - February 2009
Merrill Lynch Commodities  November 2004 - February 2009
Merrill Lynch & Co., Inc.   November 2004 - February 2009
Merrill Lynch Commodites, Inc.   2001 - 2009
Delinea Corporation  2001 - 2004
CBSI  1998 - 2001
Intergraph Corp  1988 - 1998
Intergraph  1988 - 1998

Skills
Risk Management, Commodity Markets, Business Analysis, Business Process..., Energy, Program Management, SDLC, IT Strategy, PMP, Vendor Management, Portfolio Management, Project Management, Change Management, Process Improvement, Software Project..., Financial Analysis, Integration, Requirements Analysis

Education
Walden University   2005 — 2007
MBA, Finance&International Business

UCL   1978 — 1980
MSc, Survey Engineering

University of Aberdeen   1974 — 1978
BSC, Geography

St. Michael's Academy, Kilwinning   1968 — 1974
NA, Science

Experience
BHI USA Bank Hapoalim   August 2015 - Present
HSBC  July 2013 - July 2015
HSBC Bank USA  April 2010 - June 2013
HSBC  2004 - April 2010
Fuji Bank, Ltd.   November 1984 - March 2004
Bank of America   November 1980 - November 1984

Skills
Commercial Banking, Banking, Credit Analysis, Commercial Lending, Credit, Loans, Capital Markets, Portfolio Management, Financial Analysis, Cash Management, Financial Modeling, Corporate Finance, Leveraged Finance, Structured Finance, Credit Risk, Underwriting, Treasury Management, Risk Management

Education
University of California, Los Angeles - The Anderson School of Management   1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General

UCLA   1976 — 1980
Bachelor of Arts (B.A.), Economics

Experience
Miller & Martin PLLC  October 2007 - Present
Bank of America   September 2005 - September 2007

Education
Union College   1993 — 1997

Experience
University of California, Berkeley  February 2014 - Present
Association of Donor Relations Professionals  January 2009 - December 2014
University of California, Berkeley  February 2004 - February 2014
self-employed  February 2001 - February 2004
Bank of America   May 1999 - February 2001
Bank of America   September 1998 - May 1999
Bank of America   October 1996 - September 1998
Bank of America   May 1991 - October 1996
Bank of America   February 1989 - May 1991
Bank of America   July 1984 - February 1989

Skills
Program Development, Program Management, Board Development, Stewardship, Strategic Planning, Non-profits, Fundraising, Process Improvement, Management, Governance, Marketing Communications, Analytics, Procurement, Proposal Writing, Portfolio Management, Planned Giving, Strategy, Policy Analysis, Management Consulting, Leadership, Risk Management, Social Media, Grants, Nonprofits

Education
University of California, Berkeley   2013 — 2014
Professional Program, women in leadership

University of California, Berkeley   2012 — 2013
Senior Leadership Program for Managers

University of California, Berkeley   2012 — 2012
Professional Program, business process management

University of Illinois at Chicago   2004 — 2004
Certificate, nonprofit management

University of California, Berkeley   2002 — 2002
Certificate, marketing

UCLA Anderson School of Management   1982 — 1984
MBA, finance and management sciences

University of California, Berkeley - Walter A. Haas School of Business   1981 — 1982
BS, business administration (production management)

University of California, Berkeley   1978 — 1982
BA, mathematics

Lick-Wilmerding High School   1974 — 1978

Experience
US Bank  2014 - Present
US Bank  2008 - 2014
Greater Bay Bank  2004 - 2008
Union Bank of California  1997 - 1998
Bank of America   1988 - 1997

Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Mergers & Acquisitions, Marketing, Finance, Investments, Management, Nonprofits, Asset Based Lending, Middle Market

Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)

University of California, Davis

Experience
8020 Consulting  July 2014 - Present
Fannie Mae  August 2012 - June 2014
Zurich Financial Services  March 2009 - July 2012
SIEL S.p.A.   June 2011 - December 2011
Bank of America   January 2007 - January 2009
Bank of America   June 2005 - January 2007
Amgen  July 2003 - July 2005

Skills
Financial Modeling, Financial Analysis, Valuation, Forecasting, Strategy, Bloomberg, Competitive Analysis, Analysis, Financial Risk, Private Equity, Financial Reporting, Project Management, VBA, Cross-functional Team..., Business Strategy, Credit Risk, Quantitative Analytics, Equity Valuation, Business Planning, Management, SQL, SAS, Business Objects, QRM, Capital IQ, SNL, Oracle, Finance

Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (M.B.A.), Finance and Entrepreneurship

University of California, Los Angeles
Bachelor's Degree, Business Economics

Experience
US Bank  2008 - Present
Bank of America   2005 - 2007

Education
UCLA Anderson School of Management   1986 — 1988
MBA

University of Pennsylvania   1977 — 1981
BA

Experience
Travelers  January 2011 - Present
Travelers  October 2010 - December 2011
Bank of America   April 2009 - October 2010
Integrate Screening Partners   January 2007 - November 2008
Integrated Screening Partners  October 2006 - January 2007
Integrated Screening Partners  March 2006 - October 2006
Construction Services Group of Upstate   January 2002 - March 2006
Zoler School   January 2004 - January 2005
New York State Assembly  January 2002 - June 2002

Education
Union College   2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government

Union College   2001 — 2005
Bachelor of Arts, Political Science

Experience
PennyMac LLC   September 2008 - Present
Countrywide  September 2004 - September 2008
Bank of America   2008 - 2008
Countrywide Bank  2004 - 2007
Deloitte & Touche  2002 - 2004

Skills
Loss Mitigation..., Portfolio Management, Loan Modification, Foreclosure Prevention, Foreclosure Alternatives, Mortgage Servicing, Mortgage Lending

Education
UCLA Anderson School of Management   2010 — 2013
FEMBA

Western Washington University   1997 — 2002
Bachelor of Arts, Accounting & Information Systems

Experience
Bank of America   October 2008 - Present
Countrywide Financial Corporation  January 2008 - October 2008
Countrywide Financial Corporation  June 2004 - December 2007
Countrywide Financial Corporation  October 2003 - June 2004

Skills
Structured Finance, Loans, Financial Modeling, Credit, Management, Portfolio Management, Mortgage Banking, Strategic Planning

Education
UCLA Anderson School of Management   2005 — 2008
MBA, Finance

University of Southern California
Bachelor of Science, Business Administration

Experience
Bank of America   July 2008 - Present
Countrywide Bank  January 2007 - July 2008
Health Net  September 2000 - January 2007
Deloitte Consulting  August 1994 - September 2000
Amgen  June 1993 - March 1994
Los Angeles Hilton & Towers   1992 - 1992
Unocal  1991 - 1991
Lockheed Martin  1986 - 1991

Skills
SDLC, Vendor Management, Software Development, E-commerce, Business Analysis, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, Enterprise Architecture, IT Strategy, Management, Visio, Software Project..., Integration, Business Intelligence, Quality Assurance, Business Process..., PMO, Data Warehousing, Agile Methodologies, Risk Management, SQL, Toad

Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Information Technology

University of California, Los Angeles
MS, Materials Science and Engineering

University of California, Los Angeles
BS, Materials Science and Engineering

Experience
Irvine Company  June 2015 - August 2015
QBE Insurance  March 2015 - June 2015
QBE Insurance  December 2010 - February 2015
Bank of America   September 2008 - December 2010
Countrywide Financial Solutions   May 2008 - September 2008
Broadcom  October 2007 - December 2007
Eastwind Books of Berkeley   August 2006 - December 2007
The Daily Californian  January 2005 - August 2007
Los Angeles County  July 2005 - August 2005

Skills
Marketing Research, Newsletters, R, Financial Risk, International Relations, MicroStrategy Reporting, SAS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Adobe Creative Suite, QuarkXPress, Data Analysis, Data Mining, Quantitative Analytics, Management, Financial Analysis, Analysis, Research

Education
University of California, Los Angeles - The Anderson School of Management   2013 — 2016
Master of Business Administration (MBA)

University of California, Berkeley   2004 — 2007
BA, Statistics

Experience
Merrill Lynch  December 2013 - Present
Merrill Lynch  April 2012 - December 2013
Merrill Lynch  October 2009 - April 2012
Bank of America   April 2005 - October 2009
Bank of America   January 2003 - April 2005
Wachovia Securities, LLC  April 2000 - January 2002
Palmer & Dodge LLP  April 1998 - April 2000

Skills
Series 7, Series 66, Series 24, Strategic Financial..., Wealth Management..., Retirement, Estate Planning, Asset Allocation, Financial Planning..., Stock Option Planning

Education
Union College
BA, English

Experience
Moody's Analytics  June 2015 - Present
Moody's Analytics  January 2011 - Present
Banco Popular  December 2007 - December 2008
IMPAC Home Lending   February 2007 - July 2007
Homeowner's Financial   July 2006 - January 2007
Bank of America   December 2004 - January 2006
Bank of America   July 2003 - December 2004

Skills
Business Analysis, Risk Management, Financial Services, Capital Markets, Credit Risk, Predictive Modeling

Education
University of Illinois at Urbana-Champaign   1999 — 2003
Bachelor's Degree

UCLA Anderson School of Management

Experience
Yogurtland  January 2014 - Present
Yogurtland Artesia   September 2008 - Present
Hillstone Restaurant Group  August 2009 - December 2011
Hillstone Restaurant Group  May 2009 - July 2009
Bank of America   October 2005 - January 2009

Skills
Sales, Customer Service, Restaurants, Microsoft Office, Marketing, Social Media, Marketing Communications, Microsoft Excel, PowerPoint, Strategic Planning, Budgets, Public Speaking, Social Media Marketing, Market Research, Franchising, Leadership, Marketing Strategy, Hospitality, Team Building, Social Networking, Training, Business Development, Entrepreneurship, Event Planning, Business Strategy, New Business Development, Team Leadership

Education
UCLA Anderson School of Management   2012 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, Entrepreneurship

University of California, Irvine   2001 — 2004
Bachelor of Arts (B.A.), English

Experience
Coyote Media Advisors, LLC   January 2013 - Present
Gibson, Dunn & Crutcher LLP   1996 - 2012
Katten Muchin Rosenman LLP  1990 - 1996
Manatt, Phelps & Phillips, LLP   1981 - 1990
Bank of America   1975 - 1980

Skills
Intellectual Property, Corporate Law, Licensing, Entertainment Law, Joint Ventures, Mergers, Litigation, Commercial Litigation, Venture Capital, Legal Writing, Corporate Governance, Entertainment, Copyright Law, Trade Secrets, Management, Legal Research, Real Estate, Civil Litigation, Trademarks, Private Equity, Start-ups, Privacy Law, Mediation, Arbitration, Due Diligence, Mergers & Acquisitions, Securities Regulation

Education
UCLA Anderson School of Management   1978 — 1980
MBA, MIS

USC Gould School of Law   1972 — 1975
JD

University of Southern California   1968 — 1972
BA, Social Science

Experience
Tribal Financial Advisors Inc.   April 2009 - Present
Bank of America   1995 - 2009

Education
UCLA Anderson School of Management
MBA, Finance

University of California, Irvine
BA, Economics, Math

Experience
Wells Fargo  2001 - Present
Bank of America   1980 - 2001

Skills
Financial Reporting, Corporate Finance, Accounting, Managerial Finance, Cash Flow, Internal Controls, Financial Risk, Investments, Valuation, Financial Accounting, Forecasting, Variance Analysis, Auditing, Internal Audit, Financial Audits, Financial Services

Education
UCLA Anderson School of Management
MBA, Accounting and Finance

Experience
Bank of America   2011 - 2014
Pacific Professionals, Inc.   2009 - 2011

Skills
Advertising, Social Media, Marketing Research, Brand Management, Social Media Marketing, Marketing Strategy, Integrated Marketing, Marketing Communications, Market Research

Education
University of Southern California - Marshall School of Business   2014 — 2016
Master of Business Administration (MBA)

UCLA Extension   2010 — 2012
Certificate in Marketing, Marketing

Villanova University   2011 — 2011
Six Sigma Green Belt Certification, Six Sigma

University of California, Los Angeles   2005 — 2009
BA, Latin American Studies

UCLA Anderson School of Management
Riordan Fellows Program, MBA Fellows Program

Experience
Bank of America   July 1955 - June 1989

Education
UCLA Anderson School of Management   1984 — 2010

Experience
Wells Fargo  August 2009 - February 2010
Bank of America   October 2004 - February 2009
IRS, United Kingkdom   July 1988 - August 2003

Education
University of Jos   1982 — 1986
Bachelor of Science

UCL   1978 — 1982
O'Levels

Experience
St. Louis Public Schools  July 2013 - October 2013
Mad Science of Southern Colorado   2006 - 2006
Bank of America   2002 - 2005
Woodard & Curran  2000 - 2002
Leggette, Brashears & Graham, Inc.   1998 - 2000

Skills
Research, Data Analysis, Teaching, PowerPoint, Nonviolent Communication, Smartboard, Water Resources, Public Speaking, Statistics, Proofreading, Desktop Publishing, Writing, Conflict Resolution, Delegation, Task Management, Environmental Science, Student Engagement, Geology, GIS, Team Leadership, Online Moderation, Compliance, Educational Technology

Education
Union College   1994 — 1998
Bachelor of Science (B.S.), Geology

Western Governors University
Postbacc, Secondary Education and Teaching

Experience
Automated Financial Systems, Inc. (AFS)   September 1994 - Present
Bank of America   June 1984 - September 1994
Levi Strauss & Co.   1980 - 1984

Skills
Requirements Analysis, Software Project..., Agile Methodologies, Business Requirements, Business Process, Business Process..., Software Development, Business Analysis, SDLC, IT Strategy, PMP, Business Intelligence, Software Documentation, Requirements Gathering, Vendor Management, Process Improvement, Visio, User Acceptance Testing, Risk Management, Banking, Project Management, Microsoft Project, Solution Architecture

Education
UCLA Anderson School of Management   1976 — 1978
MBA, Accounting and Finance

Experience
Hollister Co.  April 2010 - August 2010
Bank of America   January 2010 - April 2010
SUNY Ulster  September 2007 - February 2009
Nordstrom  February 2006 - September 2006
United States Air Force  September 2005 - December 2005
McDonalds UAE  April 2005 - September 2005
Super 8  June 2003 - August 2003

Skills
Network Administration

Education
Tri-Valley Central   2001 — 2005
High School, A+ Computer Repair, 3.75

Ulster County Community College
Certification, Network and System Administration/Administrator

Experience
Self employed  1993 - 2014
Morgan Stanley  August 1985 - February 1992
Bank of America   July 1980 - July 1984

Skills
Financial Analysis, Risk Management, Mortgage and Derivative..., Foreign Exchange,..., Cash Flow Modeling, Microsoft Excel

Education
UCLA Anderson School of Management   1978 — 1980
Master of Business Administration (M.B.A.), Finance

University of Maryland College Park   1971 — 1974
Bachelor's Degree, Economics

Experience
Bank of America   December 2014 - Present
Best Buy  2012 - 2014
Best Buy  2005 - 2012
Antonio's Pizza  2003 - 2005

Education
Ulster County Community College   1999 — 2002
Associate of Arts (AA), Accounting and Business/Management