Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Wells Fargo September 2008 - Present
Bank of America January 2002 - September 2008
Skills
Certified Financial..., Banking, Business Development, Commercial Lending, Credit, Credit Analysis, High Net Worth..., Management, Private Banking, Securities, Series 7, Wealth, Wealth Management, Wealth Management...
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
California State University-San Marcos - College of Business Administration 2003 — 2005
BA, Business Administration
Triple Threat Toastmasters September 2015 - Present
L.A. Business Capital October 2013 - Present
Merchant Associates Inc. April 2013 - Present
USANA Health Sciences January 2009 - Present
WorldPay April 2012 - April 2013
Wells Fargo June 2008 - April 2010
Bank of America January 2007 - April 2008
Skills
Business Development, Small Business, Banking, Sales, Loans, Credit, Team Building, Customer Service, Marketing, Team Leadership, Financial Services, Small Business Lending, Working Capital, Equipment Loans, Equipment Leasing, Financial Analysis, New Business Development, Strategic Planning, Entrepreneurship, Insurance, Investments, Risk Management, Microsoft Excel, Microsoft Office, Credit Analysis, Portfolio Management, Business Loans, Cash Flow, Margin
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Aerospace, Aeronautical and Astronautical Engineering
Law Office of Edwin K. Niles September 2014 - Present
Rosengarten & Associates June 2014 - November 2014
Rosengarten & Associates June 2013 - June 2014
United States Bankruptcy Court August 2012 - April 2013
Bank of America 2005 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Westlaw, Legal Research
Education
Loyola Law School, Loyola Marymount University 2010 — 2013
Doctor of Law (J.D.), Law
California Lutheran University 2005 — 2009
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Bishop Alemany High School
First Republic Bank / Granite Solutions Groupe July 2014 - Present
Bank of America August 2013 - July 2014
Bank of America July 2012 - July 2013
Bank of America June 2011 - June 2012
Cal Poly State University, Admissions Documentation Dept. February 2010 - March 2011
Bank of America December 2010 - December 2010
Bank of America June 2010 - July 2010
The Destination Center January 2008 - June 2009
Skills
Statistical Modeling, Microsoft Office, Excel, Mathematica, Six Sigma, Microsoft Excel, Leadership, Statistics, Business Analysis, Time Management, Relationship Management, Risk Management, Operational Risk..., DFSS Green Belt, Project Management, Strategy, Analysis, Management, SharePoint, Banking, Operations Management, Access, Credit, Leadership Development
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Economics
Diablo Valley College 2006 — 2009
General Education, General Education
UC Hastings College of the Law August 2014 - Present
San Francisco District Attorney's Office, George Gascón December 2013 - March 2014
Amnesty International June 2013 - October 2013
Self-Help Center /Family Law Facilitator September 2012 - March 2013
Bank of America June 2012 - December 2012
Skills
Writing, Research, Legal Documents, Spanish, Commercial Banking, Communication, Human Rights, Social Media, Event Planning, Fundraising, Community Outreach, Public Speaking, Public Relations, SPSS, Social Networking
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Arts (B.A.), History
Universitat d'Alacant / Universidad de Alicante 2011 — 2011
Wells Fargo Private Bank November 2013 - Present
Pacific Pointe Advisors April 2012 - November 2013
Modus Worldwide, LLC January 2009 - 2012
Venture Advisory Services for Early Stage Companies 2000 - 2012
Bank of America June 1994 - January 2000
Wells Fargo June 1987 - June 1994
Skills
Venture Capital, Wealth Management, Start-ups, Entrepreneurship, Finance, Business Strategy, Financial Services, Management, Corporate Development, Banking, QuickBooks, Microsoft Excel, Microsoft Office, Private Equity, PowerPoint, Mergers, Wealth Planning...
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Business Management
Palisades High School 1979 — 1981
Workday December 2014 - Present
Workday June 2013 - December 2014
Workday June 2010 - May 2013
Ernst & Young May 2004 - June 2010
Ernst & Young June 2003 - August 2003
Bank of America June 2002 - August 2002
Bank of America June 2000 - August 2000
The Screenmobile 1996 - 2000
Skills
GRI, Corporate Social..., Information Security..., ISO 27001, PCI DSS, IT Risk, Sustainability, Sustainability Reporting, Sustainable Management, ITGC, Software Development..., Information System Audit, Process Assessment, CSR Reporting, Sarbanes-Oxley Act, Disaster Recovery, Information Technology, Security, Risk Management, SOC1, SOC2
Education
Presidio Graduate School 2009 — 2012
MBA, Sustainable Management
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelor of Science, Business - Management Information Systems
Private Mortgage Advisors / Alain Pinel Palo Alto July 2014 - Present
Opes Advisors February 2013 - July 2014
Ricoh Americas Corporation July 2009 - February 2013
Bank of America February 2006 - March 2008
Wells Fargo Home Mortgage October 2003 - January 2006
Town & Country Credit November 2002 - October 2003
US Army October 1998 - October 2002
Skills
Account Management, Accounting, Analysis, Banking, Business Development, Cold Calling, Contract Negotiation, Credit, Customer Service, Direct Sales, First Time Home Buyers, Human Resources, Investment Properties, Investments, Loans, Management, Marketing, Marketing Strategy, Mortgage Banking, Mortgage Lending, Negotiation, Networking, New Business Development, Professional Services, REO, Real Estate, Real Estate Transactions, Recruiting, Sales, Sales Management, Sales Operations, Sales Process, Salesforce.com, Selling, Short Sales, Solution Selling, Strategy, Training
Education
Cal Poly San Luis Obispo
Los Altos High School
Bank of America February 2013 - Present
TEKsystems July 2012 - February 2013
Jano Graphics June 2011 - July 2012
V3 June 2005 - January 2011
Ventura Printing June 2002 - October 2005
Skills
Information Security, Information Security..., Windows & Mac operating..., Linux, Unix, Sales, Marketing, Customer Service, Social Media, Direct Mail, Variable Data Printing, Brochures, Packaging, Offset Printing, Microsoft Office, Pre-press, Account Management, Direct Marketing, Digital Printing, Graphic Design, Photoshop, Printers, Advertising, Marketing Communications, Sales Management, Print Management, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor of Science (BS), Graphic Communications
American Pacifc Mortgage Corporation October 2013 - Present
Mason-McDuffie Mortgage Corporation July 2012 - October 2013
Bank of America September 2007 - July 2012
Washington Mutual Home Loans November 2005 - September 2007
First Horizon Home Loans August 2003 - November 2005
Chase Home Finance February 2002 - August 2003
Skills
Renovation, FHA, Loans, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Loan Origination, First Time Home Buyers, FHA financing, VA loans, USDA, REO, Investments, Real Estate Financing, Residential Mortgages, Short Sales, Sellers, Residential Homes, Selling, Foreclosures, Referrals, Single Family Homes, HUD, Investors, Real Property, Real Estate Economics, Condos, Relocation, Property, Real Estate Transactions, Certified Mortgage..., Reverse Mortgages, Home Equity Lines of..., Construction Loans, Escrow, Finance, Government Loans, New Home Sales, Loss Mitigation, Mortgage Underwriting, Commercial Real Estate, Underwriting, Credit, Commercial Mortgages, Home Equity Loans, Brokerage, Mortgage Marketing, Credit Analysis
Education
Saint Mary's College of California 2003 — 2005
Masters in Business Administration, Executive Masters in Business
California Polytechnic State University-San Luis Obispo 1995 — 1999
Business, Economics
Hard Knocks
Triage Consulting Group July 2014 - Present
Bank of America June 2013 - May 2014
Cal Poly State University August 2012 - April 2014
George M. Martin Co. June 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Facebook, Minitab, Social Media, Research, Customer Service, Statistics, Data Analysis, Critical Thinking, Outlook, Photoshop, Higher Education, Marketing Communications
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
BS, Business Administration, concentration in Finance
Peacock Suites - Shell Vacations Club August 2014 - Present
American Medical Response January 2010 - July 2014
Union Bank June 2008 - July 2009
Bank of America 2007 - 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, PowerPoint, Data Entry, Accounts Receivable, Accounts Payable, PeopleSoft, Public Speaking, HIPAA, Time Management, Healthcare Management, Project Management, Data Collection, Employee Relations, Sales, Event Planning, Leadership, Social Networking, Medicare, Health Insurance, Managed Care, Citrix, Kronos, Oracle Applications, Jaguar, Healthlogic, WebEx, AM2000, Medi-Cal, Goal Setting
Education
California State University-Long Beach 2012 — 2015
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Finance
American Airlines February 2015 - Present
Cal Poly Low Income Taxpayer Clinic January 2013 - Present
Bank of America March 2008 - Present
Skills
Banking, Accounting, Credit Analysis, Loans, Financial Reporting, Customer Satisfaction, Customer Service, Time Management, Foreign Languages, Teamwork, Research, Management
Education
California Polytechnic State University-San Luis Obispo 2012 — 2014
Bachelor of Science (B.S.), Accounting and Business/Management
Matthews Retail Advisors September 2015 - Present
Bank of America May 2015 - July 2015
California Polytechnic State University- Athletics July 2013 - April 2015
Nike July 2013 - December 2013
California Polytechnic State University - Athletics September 2011 - August 2013
Nelligan Sports Marketing November 2011 - May 2013
Viacom June 2012 - September 2012
Starbucks July 2011 - June 2012
Skills
Social Media, Social Networking, Event Planning, Time Management, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Marketing, PowerPoint, Customer Service, Research, Photoshop, Public Speaking, Windows, ProAudio Click Effects, Sports Marketing, Team Leadership, Final Draft, Script Editing, Cision, Instagram, Facebook, Twitter, Public Relations, Event Management, Sports, Press Releases, Blogging, Marketing Communications, Leadership, Fundraising, Advertising, Sales, Media Relations, InDesign, Communication, Editing, Marketing Strategy, Writing, Market Research, Community Outreach, Adobe Creative Suite, Journalism, Coaching, Illustrator, Email Marketing, Project Management, Online Marketing
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's Degree, Communication and Media Studies
El Camino Real High School 2005 — 2009
The Cheesecake Factory April 2013 - Present
Santa Barbara Bank and Trust April 2011 - February 2013
Bank of America December 2003 - March 2011
The Cheesecake Factory 1998 - 2003
Jamba Juice 1995 - 1998
F Mclintocks 1990 - 1995
Skills
Credit, Banking, Performance Management, Coaching, Team Building, Leadership, Risk Management, Customer Service, Employee Relations, Sales, Sales Management, Training, Customer Experience, Retail, Process Improvement, Operations Management, Retail Banking, Strategic Planning, Customer Satisfaction, Change Management, Recruiting, Onboarding, Human Resources, Management, Leadership Development, Team Leadership, Employee Engagement, Budgets, Customer Retention, Talent Management, Account Management, New Business Development, Business Development, Business Strategy, Employee Training, Loans, Analysis, Time Management, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1996
Bachelor of Science, Business Administration and Management, General
Upward Automation May 2014 - Present
Bank of America January 2014 - May 2014
Mustang News January 2014 - March 2014
Intuit January 2013 - March 2013
Ruby Frozen Yogurt and Smoothies August 2010 - August 2011
Skills
Start-ups, Business Development, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investments, Leadership, Marketing, Microsoft Excel, Product Management, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Financial Management Concentration
Nelson Staffing for Google August 2014 - Present
Palantir Technologies May 2012 - August 2014
PwC July 2008 - April 2012
PwC March 2007 - July 2008
PwC September 2005 - March 2007
Bank of America May 2003 - July 2005
PricewaterhouseCoopers LLP June 2004 - September 2004
Skills
Recruiting, Leadership, Talent Management, Management, Interviews, College Recruiting, Analysis, Technical Recruiting, Business Networking, Time Management, Accounting, Diversity & Inclusion, Auditing, Teamwork, Microsoft Excel, Talent Acquisition, Program Management, Financial Reporting, Financial Accounting, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor of Science (BS), Business Administration, Concentration Accounting & Finance, Minor Economics
SchoolsFirst Federal Credit Union January 2013 - Present
JPMorgan Chase Bank September 2010 - May 2012
JPMorgan Chase 2010 - 2012
Bank of America January 2010 - August 2010
Bank of America January 2007 - December 2009
Bank of America May 2006 - December 2006
US Bank September 2005 - May 2006
PFF Bank and Trust November 2004 - September 2005
Citibank March 2003 - November 2004
Wells Fargo September 2001 - March 2003
Skills
Management, Leadership, Training, Recruiting, Business Development, Banking, Team Leadership, Analysis, Sales, Customer Satisfaction, Finance, Marketing, Coaching
Education
California Maritime Academy 1995 — 2000
B.S, Facilities Engineering Technology
Bank of America February 2015 - Present
Skills
Commercial Banking, Commercial Lending, Loans, Middle Market, Cash Flow Lending, Small Business Lending, Asset Based Lending, Management, Cash Management, Mergers & Acquisitions, Credit Analysis, Lines Of Credit, Credit, Treasury Management, Portfolio Management, Banking, Commercial Mortgages, SBA, Underwriting, Commercial Finance, Credit Risk
Education
Pacific Coast Banking School 2009 — 2011
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bank of America Home Loans December 2013 - Present
Bank of America February 2012 - December 2013
JPMorgan Chase May 2011 - December 2011
AT&T Mobility April 2009 - March 2011
Enterprise Rent-A-Car November 2004 - March 2009
Cabo San Luis November 2000 - March 2003
Discount Tire Centers April 1999 - October 1999
Skills
Customer Service, Process Scheduler, Accounts Receivable, Purchasing, Reviews, Salesforce.com, Sales, Customer Satisfaction, Forecasting, Account Management, Inventory Management, Outlook, Cold Calling, Training, Management, Customer Retention
Education
National University 2009 — 2012
Masters, Marketing/Marketing Management, General, 3.1
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Marketing Management
Cuesta College 1999 — 2001
Associate, General Education
Fountain Valley High School
Stonegate Mortgage March 2015 - Present
Olympia Capital Management, Inc. September 2014 - March 2015
FANNIE MAE May 1997 - 2014
Fannie Mae 1999 - 2000
Fannie Mae 1997 - 1999
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) January 1991 - January 1997
Federal Deposit Insurance Corp/Resolution Trust Corp 1991 - 1993
BANK of AMERICA January 1988 - January 1991
Skills
Risk Management, CRM, Finance, Financial Analysis, Loans, Banking, Credit, Mortgage Lending, Management, Leadership, Business Development, Analysis, Credit Risk, Financial Risk, Underwriting, Strategy, Loan Servicing, Mortgage Banking, Strategic Planning, Loss Mitigation, Portfolio Management, Sales, Accounting, Negotiation, Team Building, Process Improvement, Executive Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business Administration - Accounting
Pepperdine University
Masters of Business Administration (MBA) degree, Business Administration and Management, General
Cassidy Turley February 2013 - April 2013
Bank of America June 2010 - September 2012
Simmons Vedder Partners June 2009 - September 2009
HOLMES CULLEY STRUCTURAL ENGINEERS October 2004 - June 2008
The Whiting-Turner Contracting Company May 2003 - September 2003
Skills
Financial Modeling, Market Research, Financial Analysis, Cross-functional Team..., Portfolio Management, Data Analysis, Analysis, Strategic Analysis, Structural Analysis, Project Engineering, MS Office Suite, Consumer Lending, Consumer Finance, Residential Buildings, Mortgage Banking, Real Estate Financing, Construction Documents, Construction Drawings, Business Relationship..., Commercial Buildings, Risk Analysis, Strategic Planning, Structural Engineers, Seismic Design, Microsoft Excel, PowerPoint, Microsoft Office
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
Fundação Getulio Vargas 2009 — 2010
MBA, Finance, Real Estate
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, Civil Engineering, German
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2001 — 2002
German Studies
RGPR Consulting 2015 - Present
PRA Group 2012 - 2015
Pfizer 2005 - 2011
Cigna Health Services 2002 - 2004
Quinnipiac University 2002 - 2002
Phoenix Investment Partners 1999 - 2001
Cigna 1987 - 1999
Bank of America 1982 - 1987
Skills
Strategic Communications, Integrated Marketing, Crisis Communications, Internal Communications, Marketing Strategy, Sales Management, Broadcast Journalism, Leadership, Corporate Social..., Marketing Communications, Public Speaking, Brand Development, Newsletters, Management, Video Production, Community Development, Press Releases, Policy, Public Relations, Business Strategy, Strategy, Writing, Marketing Management, Advertising
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1990
M.S., Management, Marketing concentration
California Polytechnic State University-San Luis Obispo
B.S., Journalism, Broadcast News concentration
AFN - American Financial Network February 2014 - Present
Prospect Mortgage, LLC February 2011 - February 2014
Bank of America January 2004 - March 2010
First Horizon Home Loans July 2002 - January 2004
Skills
Refinance, Real Estate, Mortgage Banking, FHA, Loan Origination, Real Estate Transactions, Time Management, Loans, Mortgage Lending, Investment Properties, Mortgage Marketing, Finance, VA loans, First Time Home Buyers, Residential Mortgages, VA Loans, Credit
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
Agribusiness Marketing
Bank of America June 2015 - Present
Rabobank August 2012 - November 2014
Wells Fargo October 2005 - August 2012
USDA Farm Service Agency June 2003 - October 2005
Wells Fargo December 1996 - September 1999
Skills
Credit, Cash Management, Relationship Management, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Loans, Commercial Lending, Loan Origination, Portfolio Management, Small Business Lending, Financial Services, Asset Managment, Mortgage Lending, Lines Of Credit, Credit Risk, Process Engineering, Consumer Lending, Treasury Management, Underwriting, Asset Based Lending, Program Management, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
MBA, Business Administration and Management, General
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies
Oracle December 2014 - Present
Evironmental Defense July 2014 - December 2014
UC Berkeley December 2012 - April 2014
Chase May 2010 - December 2012
Bank of America January 2008 - May 2010
Skills
Financial Forecasting, Budget Forecasts, Profit Maximization, Loss Mitigation, Financial Analysis, Contract Management, Financial Services, Budget Proposals, Higher Education...
Education
California Lutheran University 2009 — 2011
Master of Business Administration (MBA)
UCSB 2000 — 2004
Bachelor of Arts (B.A.), Economics
Confessions of a Real Housewife June 2009 - Present
American Virtual Academy February 2010 - September 2012
Father's House Church August 2009 - February 2010
Starbucks Coffee June 2008 - September 2008
Destination Spa Management June 2007 - January 2008
Starbucks Coffee September 2005 - August 2006
Bank of America February 2004 - August 2004
Starbucks Coffee September 2002 - January 2004
Danish Care Center June 2002 - August 2002
Skills
Blogging, Proofreading, Microsoft Word, Editing, Copy Editing, Public Speaking, Training, Literature, Research, Customer Service, Tutoring, Management, Creative Writing, Event Planning, Curriculum Design, Teaching, Social Media, Social Networking
Education
Writing Center - Cal Poly 2008 — 2009
California Polytechnic State University-San Luis Obispo 2003 — 2009
BA, English, Mediaeval Literature, Women's and Gender Studies
California Polytechnic State University-San Luis Obispo 2003 — 2009
B.A., English, Medieval Literature, Women's and Gender Studies
Cuesta College 2000 — 2004
A.S., Biology
Robert Half July 2015 - Present
Bank of America April 2013 - July 2015
Basic American Foods, Inc September 1993 - February 2013
Apple Computer November 1991 - August 1993
Skills
Data Warehousing, ERP, Data Modeling, Architecture, Microsoft SQL Server, Business Intelligence, Data Integration, ETL, Enterprise Architecture, SharePoint, Databases, Cross-functional Team..., Integration, Enterprise Software, Oracle, Software Development, Management, SQL, Process Improvement, SSIS, SSRS, Business Analysis
Education
University of California, Davis 1979 — 1983
MS, Computing Science
California Polytechnic State University-San Luis Obispo 1970 — 1975
BSET, Electronics
Caliber Home Loans December 2010 - Present
Bank of America July 2006 - November 2010
Pardee Home Loans 2003 - 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Residential Mortgages, Credit, Underwriting, Banking, Mortgage Underwriting, Sales Management, Credit Analysis, Sales, Account Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (B.S.), Finance and Appraisal
lincoln high school 1993 — 1997
Bank of America June 2011 - Present
Bank of America February 2008 - April 2011
Pet Financials, LLC January 2006 - March 2011
Countrywide Financial Corp. June 2006 - February 2008
Countrywide Financial Corp. September 2005 - June 2006
Countrywide Financial Corp. January 2004 - September 2005
Countrywide Financial Corp. January 2002 - December 2003
Countrywide Financial Corp. September 1995 - December 2001
KJC Consulting Company, Los Angeles, CA January 1994 - August 1995
WorldWide Security Associates Inc., Los Angeles, CA January 1992 - December 1993
Skills
Enterprise Architecture, Process Improvement, ITIL, Six Sigma, Configuration Management, Operations Management, Strategic Planning, Quality Management, VMware, Budgets, Capacity Management, Programme Governance, Marketing, Public Speaking, Financial Accounting, Web Operations, Infrastructure, Resource Management, IT Strategy, Business Continuity, Program Management, Project Management, Integration, Vendor Management, Data Center, IT Management, Strategy, Leadership, Management, Change Management, IT Service Management, Analysis, Team Leadership, Enterprise Software, Quality Assurance, Security, Project Planning, Networking, Risk Management, Business Strategy, Team Building, Virtualization, Project Portfolio..., Business Analysis, Business Planning, Business Process..., PMO, Testing, Governance, Disaster Recovery
Education
California National University for Advanced Studies
BA
MassMutual Financial Group May 2009 - Present
Bank of America January 2008 - February 2009
AXA Equitable Financial Advisors November 2005 - December 2007
Mcgraw-Hill May 2003 - September 2005
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Services, Equities, Insurance, Financial Advisory, Securities, Retirement Planning
Education
University of San Francisco 2001 — 2003
M.A.
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S.
Del Campo 1989 — 1992
Cushman & Wakefield May 2015 - Present
First Niagara Bank 2011 - 2014
Bank of America 2006 - 2011
Cisco Systems, Inc. 2001 - 2006
Cisco Systems 2000 - 2001
AECOM-McClier Corporation 1999 - 2000
Carlson Design Construct 1998 - 1999
Bank of America 1992 - 1998
Skills
Program Management, Facilities Management, Corporate Real Estate, Project Management, Project Planning, Procurement, Budgets, Outsourcing, Management, Operations Management, Leadership, Risk Management, CRM, Team Building, Construction, Construction Management, Vendor Management, Process Scheduler, Strategic Planning, Financial Analysis, Contract Negotiation, Process Improvement, Real Estate, Negotiation, Property Management, Strategy, Contract Management, Due Diligence, Portfolio Management, Commercial Real Estate, Executive Management, Integration, Mergers & Acquisitions, Leases, Change Management, Asset Management, Business Development
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration
GeoCommerce January 2014 - Present
Guida Surveying Inc December 2012 - March 2015
Bragg Companies December 2008 - November 2012
Bank of America February 2008 - November 2008
Skills
Accounting, Management, Accounts Receivable, Microsoft Excel, Microsoft Office, Customer Service, Financial Reporting, Payroll, Marketing, Finance, Leadership, Financial Statements, Google Analytics, GAAP, Invoicing, Fixed Assets, Revenue Recognition, Financial Analysis, Social Media, Marketing Strategy, Budgets, Social Media Marketing, Project Planning, PowerPoint, Investments, Project Implementation, Entrepreneurship, SaaS, SDK development, Sales Force Development, Salesforce.com
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (BS), Business Administration Finance and Economics
Arroyo Grande High School 1999 — 2003
Union Bank June 2015 - Present
Union Bank November 2012 - Present
Bank of America May 2007 - October 2012
Countrywide Financial Corporation 2007 - 2009
Jabil Circuit 2003 - 2006
Verizon 2002 - 2003
Skills
Management, Project Management, Leadership, Strategic Planning, Strategy, Organizational Change..., Process Improvement, Cross-functional Team..., Executive Management, Sales, Business Development, Banking, Change Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Marketing
California Polytechnic State University-San Luis Obispo
BS, Marketing, Economics
Comerica Bank September 2010 - Present
Wells Fargo Private Bank 2008 - September 2010
Make a Wish Foundation - Greater Bay Region August 2007 - September 2010
Wells Fargo 2004 - 2008
Bank of America 2001 - 2004
Skills
Asset Management, Investments, Portfolio Management, Equities, Wealth Management, Asset Allocation, Series 7, Hedge Funds, Strategic Planning, Sales Management, Securities, Alternative Investments, Trading, Real Estate, Due Diligence, Asset Managment, Strategic Financial...
Education
Golden Gate University 1994 — 1997
MBA, Finance
California Polytechnic State University-San Luis Obispo 1980 — 1984
BS, Economics
Umpqua Bank October 2010 - Present
Bank of America May 2006 - October 2010
Skills
Mortgage Lending, VA, FHA, USDA, Refinance, Loan Origination, VA loans, Loans, Short Sales, Mortgage Banking, Foreclosures, Single Family Homes, Real Estate, Residential Homes, Residential Mortgages, FHA financing, Finance, Credit, Banking, Commercial Lending, Small Business Lending, Government Loans, Credit Analysis, Reverse Mortgages, Real Estate Financing, VA Loans, FHA Financing
Education
Cal Poly San Luis Obispo 1990 — 1994
BS, Business Administration
Hawkes Real Estate Appraisal Agricultural Asset ManagerWells Fargo Bank1988 - 1989
Bank of America 1985 - 1988
Skills
Commercial Real Estate..., Industrial Real Estate..., Agricultural Real..., Farms, Appraisals, HUD, Real Estate Transactions, Land Acquisition, Investment Properties, REO, Expert Witness, Real Estate, Property Management, Leases, Residential Homes, Land Use, Real Estate Development, Disposition, Short Sales, Property, Foreclosures, Investors, Sellers, Relocation
Education
Cal Poly San Luis Obispo 1974 — 1980
Bachelor of Science, Agricultural Management
VITEK Mortgage Group November 2014 - Present
Vitek Mortgage August 2012 - October 2014
Bank of America March 2008 - August 2012
Masters Team Mortgage September 2007 - March 2008
National City Mortgage May 1998 - 2008
Skills
Mortgage Lending, Loans, FHA, Credit, Credit Analysis, Mortgage Banking, Underwriting, Refinance, Loan Origination, USDA, Residential Mortgages, Real Estate, Investment Properties, Loan Servicing, Leadership, Mortgage Underwriting, Mortgage Servicing, Sales, VA loans, Finance, Business Strategy, Team Building, VA Loans, New Business Development, Team Leadership
Education
Cal Poly San Luis Obispo 1979 — 1983
BA, Business Administration, Marketing
Bank of the West August 2012 - Present
Volunteer Center of the East Bay November 2007 - Present
Bank of America July 2011 - August 2012
Greater Bay Bank 1999 - 2008
Bay Bank of Commerce 1996 - 1999
EBTEL Federal Credit Union (now Patelco Credit Union) 1994 - 1996
Cal State 9 Credit Union (now Patelco Credit Union) 1989 - 1994
METRO 1 Credit Union (now Travis Credit Union) 1986 - 1989
Skills
Banking, Non-profits, Marketing, Credit Unions, Risk Management, Loans, Project Management, Credit, Process Improvement, Strategic Planning, Relationship Management, Vendor Management, Change Management, Credit Analysis, Commercial Lending, Project Planning, Access, Finance, Software Project..., Strategy, Training, Coaching, Management, Business Analysis, Leadership, Disaster Recovery, Financial Analysis, Visio, Policy, Business Process..., Nonprofits, Program Management, Budgets, Business Development, Analysis, Sales, Troubleshooting, Sales Operations
Education
California Polytechnic State University-San Luis Obispo 1980 — 1985
Bachelor of Science (BS)
M2 Lease Funds Llc January 2015 - Present
CloudNet Capital, Inc. October 2013 - Present
McKesson Corporation October 2003 - August 2013
Bank of America 1998 - 2003
ILM - Integrated Lease Management 1993 - 1998
Skills
Healthcare Information..., Sales, Financial Services, EHR, Healthcare, Hospitals, EMR, Revenue Cycle, Process Improvement, Healthcare Consulting, Strategic Planning, Account Management, Salesforce.com, New Business Development, Healthcare Industry, Business Development, ARRA, Six Sigma, Vendor Relationships, Cross-functional Team..., HIPAA, Finance, Consulting, Medical Devices, HL7, Management, SaaS
Education
California Polytechnic State University-San Luis Obispo 1980 — 1983
Bachelor's degree, Resources Management, Biology
RCO Legal January 2013 - Present
Northwest Trustee Services March 2012 - January 2013
Bank of America October 1997 - March 2012
Skills
Operations Management, Vendor Management, Risk Management, Conflict Resolution, Data Analysis, Team Leadership, Process Improvement, Strategic Planning, Banking, Team Building, Leadership, Performance Management, Change Management, Mortgage Servicing, Organizational..., Management, Business Process..., Financial Services, Business Development, Project Management, Business Analysis, Cross-functional Team..., Analysis, Mortgage Lending
Education
California Lutheran University 2005 — 2008
Bachelor's degree, Business Administration, Management and Operations
Moorpark College 2002 — 2005
Associates Degree, Business Administration and Management, General
Bank of America 2012 - 2013
Education
California Lutheran University 2007 — 2009
Bachelor's degree, Computer Information Systems
Bank of America January 2009 - Present
Bank of America April 1998 - Present
Skills
Retail Banking, Credit Analysis, Banking, Cross Selling, Credit, Contact Centers, Relationship Management, Credit Cards, Small Business Lending, Financial Services, Operational Risk..., Call Centers, Customer Experience, Wealth Management, Customer Retention, Process Improvement, Commercial Banking, Consumer Lending, Loans, Risk Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
GLL Real Estate Partners July 2010 - Present
Bank of America August 2006 - July 2010
Pulte Homes January 2003 - July 2006
Ernst & Young LLP September 2000 - December 2002
Skills
Real Estate Investment, Valuation, Real Estate, Asset Management, Real Estate Finance, Investment Properties, Real Estate Economics, Real Estate Financing, Leases, Commercial Real Estate, Due Diligence, Real Estate Development, Real Estate Transactions
Education
University of California, Berkeley, Haas School of Business 2006 — 2009
MBA
California Polytechnic State University-San Luis Obispo 1997 — 2000
B.S.
ZMB Industries December 2011 - Present
Guaranteed Rate, Inc December 2008 - November 2011
Bank of America October 2006 - December 2008
Wells Fargo May 2002 - October 2006
Skills
Mortgage Banking, Refinance, FHA, FHA financing, Loans, Mortgage Lending, VA loans
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
BA, Marketing
Bank of America April 2009 - Present
Countrywide Bank January 2005 - April 2009
Countrywide Home Loans, Inc. January 2003 - December 2004
Countrywide Home Loans May 2001 - December 2002
Countrywide Home Loans December 1999 - May 2001
Countrywide Home Loans November 1997 - December 1999
Countrywide Home Loans June 1996 - November 1997
Countrywide Home Loans March 1994 - June 1996
Innovation Consulting and Design May 1991 - February 1994
Mansfield and Associates September 1983 - May 1991
Skills
Vendor Management, SDLC, Banking, Risk Management, IT Strategy, Business Analysis, Enterprise Architecture, Process Improvement, Program Management, IT Management, Financial Risk, Mergers, Relationship Management, Business Intelligence, Project Management, Integration, Software Project..., Change Management, Strategic Planning, Project Portfolio...
Education
California Lutheran University 2006 — 2008
Masters, Business Admin, Finance
University of California, Los Angeles 1980 — 1986
Bachelor of Arts, Political Science
Bank of America October 2010 - March 2015
Bank of America February 2003 - October 2010
Bank of America June 1987 - February 2003
Skills
Licensed HAM Radio..., Project Management, CICS, JCL, DB2, IBM Mainframe, Banking, XML, Risk Management, Business Analysis, SDLC, Vendor Management, Mortgage Lending, Project Portfolio..., Process Improvement, Product Management, Operational Risk..., Requirements Analysis, Disaster Recovery, Financial Services, PMO
Education
Saint Mary's College of California 1987 — 1991
MBA, Marketing, Human Resource Mgmt.
California Polytechnic State University-San Luis Obispo 1979 — 1982
BS, Horticulture
AT&T April 2003 - Present
A&T Communications January 2000 - April 2003
Bank of America 1980 - 1992
Skills
Vendor Management, VoIP, Managed Services, Solution Selling, Product Marketing, Unified Communications, Telecommunications, Sales Operations, Product Management, Direct Sales, Wireless, Sales Management, Cloud Computing, Sales
Education
California Polytechnic State University-San Luis Obispo 1975 — 1980
Bachelor's in Science, Business Administration - Industrial Relations
Archer Paper + Design Co. May 2013 - July 2015
Operational Excellence Group LLC March 2012 - January 2014
Bank of America April 2011 - December 2012
Saxon Mortgage May 2008 - December 2010
Washington Mutual Bank November 2001 - March 2008
Skills
Process Improvement, Analysis, Business Analysis, Risk Management, Business Process..., Program Management, Leadership, Finance, Visio, Vendor Management, Project Management
Education
University of Washington, Michael G. Foster School of Business 1992 — 1996
BA, Business Administration
California Polytechnic State University-San Luis Obispo 1997 — 1999
MBA, Business Administration
Citi December 2014 - Present
Bank of America January 2014 - December 2014
Bank of America December 2009 - December 2014
Bank of America Home Loans April 2011 - April 2012
Bank of America December 2009 - April 2011
Pacific Capital Bancorp November 2008 - December 2009
Bank of America / Banc of America Investments May 2007 - November 2008
Bank of America 2007 - 2008
Wells Fargo Bank, Wells Fargo Consumer Credit Group May 2002 - February 2007
Skills
Mortgage Lending, Investments, Change Leadership, Investment Management, Leadership, Management, Project Management, Training, Loans, Credit, Banking, Financial Services, Series 7, Sales Management, Loan Origination, Credit Analysis, Credit Risk, Portfolio Management, Small Business Lending, Relationship Management, Retail Banking, Mergers & Acquisitions, Strategy, Finance, CRM, Change Management, Customer Retention, Sales
Education
California Polytechnic State University-San Luis Obispo
BS Business Administration, Financial Management
San Marcos High School
Diploma
MarkMonitor September 2014 - Present
MarkMonitor February 2013 - September 2014
MarkMonitor July 2011 - February 2013
Williams-Sonoma, Inc. March 2011 - July 2011
Bank of America October 2010 - February 2011
Campus Crusade for Christ April 2008 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Salesforce.com, Customer Service, Social Networking, Recruiting, Hospitality, Event Management, Team Building, Leadership, Marketing Automation, Concur, Eloqua, Project Management, Fundraising, Nonprofits
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
B.S., Social Sciences
LegacyTexas Bank (formerly ViewPoint Bank) July 2012 - Present
ViewPoint Bank 2008 - July 2012
Guaranty Bank 1999 - 2008
Bank One 1998 - 1999
Bank of America 1996 - 1998
Bank of California 1992 - 1995
Skills
Commercial Banking, Loans, Credit Analysis, Credit, Banking, Commercial Lending, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Retail Banking
Education
California State University-Los Angeles
MS
California Polytechnic State University-San Luis Obispo
BS
Self-employed April 2013 - Present
Rudy's Mexican Restaurant May 2012 - Present
Community West Bank March 2012 - April 2013
Pleasant Holidays June 2005 - November 2011
Bank of America April 2004 - May 2005
Skills
Litigation Support, Web Development, Management, Accounting, Marketing, Sales, Business Development, Operations Management
Education
California Lutheran University 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations, Magna Cum Laude in upper-division coursework
Global CTI Group December 2014 - Present
Cal Net Technology Group October 2013 - December 2014
Ricoh Business Solutions May 2013 - October 2013
Xirrus June 2008 - January 2012
Bank of America August 2004 - February 2006
Skills
WiFi, Network Engineering, Salesforce.com, Sales Operations, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Web Design, Parature, Account Management, CRM, Sales Presentations, New Business Development, ShoreTel, Unified Communications, VoIP, SaaS, Cloud Computing, Solution Selling, IT Solutions, Management, Networking, Account Executives
Education
California Lutheran University 2006 — 2008
Bachelor of Arts (BA), Business/Commerce, General
Moorpark College 2001 — 2004
Associate's degree, History
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Bank of America January 2008 - July 2010
Skills
Portfolio Management, Team Management, Client Development, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Banking, Customer Relations, Investment Strategies, Investments, Negotiation, Asset Managment, Management, Customer Service, Sales, Investment Management, Wealth Management, Wealth Management..., Mutual Funds
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Agricultural Business; Finance
Gap Inc. November 2010 - Present
Deloitte & Touche LLP August 2007 - March 2010
Bank of America January 2007 - August 2007
Deloitte June 2006 - September 2006
San Luis Obispo District Attorney’s Office January 2005 - March 2006
Skills
Forecasting, Internal Controls, Accounting, Auditing, Finance, Financial Accounting, Budgets, Analysis, GAAP, Corporate Finance, Leadership, Management, Essbase, Revenue Recognition, Financial Forecasting, Financial Statements, Tax, Financial Audits, Project Planning, Training, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Financial Reporting, P&L, Financial Analysis, Variance Analysis
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BA & BS, Finance/Accounting & Family/Counseling Psychology
Prime Lending, A PlainsCapital Bank December 2014 - Present
Guild Mortgage February 2014 - December 2014
Wells Fargo Home Mortgage 2005 - February 2014
Bank of America 2003 - 2005
World Savings 1987 - 2003
Skills
Mortgage Lending, First Time Home Buyers, FHA, Loan Origination, Mortgage Banking, Loans, Sales Management, Sales, Refinance, Credit, Mortgage Marketing, Residential Mortgages, Mortgage Underwriting, FHA financing, VA loans, VA Loans, FHA Financing, Investment Properties
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
BA, Communications
San Gabriel High
Bayview Financial July 2012 - Present
Bank of America December 2010 - July 2012
Wells Fargo August 2007 - November 2010
Especial Express II Corp October 2005 - August 2007
Skills
Credit Analysis, Hamp programs guidelines, FHA financing, Banking, Word, Excel, PowerPoint, Analysis, Finance, Loan Modifications, Loans, Microsoft Excel, Microsoft Word, Software Documentation
Education
Cal Poly San Luis Obispo 2004 — 2004
University of St. Thomas, Colombia 1998 — 2003
Business Administration
Bank of America June 2015 - Present
Skills
Sales, Performance Management, Real Estate, Investments, Salesforce.com, Loans, Recruiting, CRM, Cloud Computing, Business Development, Account Management, Management, Customer Service, Finance, Mortgage Lending, Internet Recruiting, Investment Properties, Financial Services, Residential Mortgages, Refinance, Talent Acquisition, Start-ups, Applicant Tracking..., Banking, Marketing Strategy, Leadership, Benefits Negotiation, Cold Calling, Mortgage Banking, Selling, Lead Generation, Credit, New Business Development, Technical Recruiting
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Bachelor Of Science, Business Administration
U.S. Bancorp Investments, Inc. June 2010 - Present
Wells Fargo September 2006 - June 2010
Bank of America April 1996 - September 2006
Skills
Banking, Portfolio Management, Credit, Management, Loans, Commercial Banking, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Investments, New Business Development, Strategic Financial..., Commercial Lending, Private Banking, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Cash Management
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA), Financial Planning and Services
University of California, Irvine 2007 — 2008
PFP, Financial Planning
California State Polytechnic University-Pomona 1997 — 2002
Business, Finance
Franklin Templeton Investments March 2015 - Present
Oracle September 2013 - July 2014
Oracle July 2013 - September 2013
Bank of America June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
Economics, Finance and Financial Management Services
Retirement Administration, Inc. April 2010 - Present
Bank of America September 2009 - April 2010
Wells Fargo Home Mortgage November 2008 - July 2009
Chase 2007 - 2008
Chase - The Home Loan Group January 2005 - July 2007
Veritas Financial Real Estate Group 2007 - 2007
Veritas Financial 2005 - 2006
Skills
Retirement Planning, Leadership, Defined Benefit, Mortgage Lending, Program Management, Employee Benefits, Pensions, Retirement, Retirement Plan..., Management, 401k, Strategic Financial..., Loans, TPA, Investment Advisory, Mutual Funds, Asset Allocation, ERISA, Defined Contribution, Profit Sharing, Qualified Retirement..., Financial Services, Strategy
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
BS
St. Francis High School 1994 — 1997
Kaiser Permanente September 2012 - Present
John joined Bank of America April 1982 - August 2012
Bank of America April 1982 - July 2012
Pariter solutions June 2008 - June 2011
Skills
Project Management, Program Management, Team Management, Facilities, Large Group Facilitation, MS Project, MS Excell, MS Word, Data Center Operations, Six Sigma Green Belt..., Toastmasters -..., Change Management, Problem Management, Red Cross Certified, AED Certified, Data Center, Facilities Management, Vendor Management, Six Sigma, Workshop Facilitation, Microsoft Word, Process Improvement, Integration, Microsoft Excel, Business Process..., PMO, IT Management, PMP, Risk Management, Project Planning, Leadership, IT Operations, Project Portfolio..., Management, SDLC, Budgets, Analysis, Business Analysis, Requirements Analysis, ITIL, IT Strategy, Enterprise Software, Visio, Cross-functional Team..., Team Leadership, Strategic Planning, Training, Infrastructure, Team Building
Education
California Polytechnic State University-San Luis Obispo 1974 — 1982
BS, Natural Resource Management -Parks Management
San Luis Obispo Senior High 1970 — 1973
High School degree, general education
Lowe's Home Improvement March 2014 - Present
Lowe's Home Improvement October 2011 - March 2014
Lowe's Home Improvement April 2010 - October 2011
Lowe's Home Improvement April 2009 - April 2010
Bank of America July 2008 - February 2009
AT&T Corporation May 2007 - August 2007
Pacific Life Insurance Company August 2003 - July 2006
The Longaberger Company June 2002 - August 2002
Skills
Analytics, Marketing Strategy, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Management, Segmentation, Market Research, Market Analysis, Strategy, Forecasting, Marketing Management, Marketing Research, Strategic Planning, Advertising, Marketing, Leadership, Sales, Promotions, Management, Project Planning, Pricing, E-commerce, Market Planning, Marketing Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science
Office of the President--University of California August 2013 - Present
Lawrence Berkeley National Laboratory July 2009 - August 2013
D.C.K. Associates December 2007 - June 2009
Jones Lang LaSalle August 2004 - January 2007
Jones Lang LaSalle 2004 - 2007
SAIC 2002 - 2004
Accenture 1999 - 2002
Accenture 1999 - 2002
Bank of America 1994 - 1999
Bank of America 1994 - 1999
Skills
Contract Management, Procurement, Contract Negotiation, Negotiation, Project Management, Strategic Sourcing, Supply Chain, Global Sourcing, Risk Management, E-procurement, Purchasing, Cross-functional Team..., Team Building, Supply Management, Business Strategy, Sourcing, Vendor Management, Business Process..., Program Management, Leadership, Change Management, Outsourcing, Supply Chain Management, Management, Team Leadership, Strategic Planning, Government, Process Improvement, Logistics, Six Sigma, Strategy
Education
California Polytechnic State University-San Luis Obispo
BA
St. Andrew's Priory
U.C Irvine
Bank of America April 2009 - Present
IndyMac Bank March 2007 - April 2009
Countrywide Home Loans December 2000 - March 2007
Education
California Lutheran University 1996 — 2000
Stearns Lending, LLC (NMLS #1854) June 2015 - Present
Lenda, Inc October 2014 - June 2015
Skyline Financial Corp December 2009 - September 2014
Bank of America April 2005 - November 2009
Countrywide 2004 - 2009
Wells Fargo Home Mortgage February 2001 - April 2005
Skills
Business Development, Finance, Management, Mortgage Banking, Mortgage Lending, Recruiting, Sales, Start-ups, Training, Loans, Refinance, Human Resources, Banking, Credit, FHA, Loan Origination, Residential Mortgages, Investment Properties, FHA financing
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science (BS), Accounting and Finance
Bank Of America October 2005 - Present
Skills
Offshoring, Requirements Analysis, SDLC, Vendor Management, Business Analysis, Portfolio Management, Mortgage Analytics, Mortgage Banking, Financial Analysis, Forecasting, Loans, SQL, Financial Databases, Visual Basic, Management, Operations Management, Banking, Business Intelligence, Program Management, Analysis, Process Improvement, Leadership
Education
California Lutheran University 2004 — 2005
Master of Business Administration (M.B.A.), International Business & Finance
R. V. College of Engineering, Bangalore
Bachelor of Engineering (B.Eng.), Industrial Engineering & Management
Bank of America November 2008 - Present
Countrywide Financial Corporation 2003 - November 2008
Countrywide Financial Corporation 2001 - 2003
EPolicy 2000 - 2001
Insweb 1999 - 2000
Countrywide Insurance Services 1998 - 1999
Countrywide Insurance Services 1997 - 1998
Countrywide Insurance Services 1995 - 1997
Countrywide Insurance Services 1991 - 1995
Glendale Federal Bank 1988 - 1991
Skills
Operations Management, Credit Risk, Enterprise Risk..., Market Risk, Operational Risk..., Risk Management, Risk Assessment, Requirements Analysis, Business Process..., Business Analysis, Property & Casualty..., Mortgage Lending, Mortgage Banking, Mortgage Servicing, Policy Servicing, Emerging Trends, Financial Audits, Secondary Market, Training Delivery, Mortgage Insurance, Banking, Management, Credit Analysis, Loans, Credit
Education
California Lutheran University
MBA
University of Phoenix
BSB
Union Bank October 2011 - Present
Bank of America March 2009 - October 2011
Countrywide Bank August 2007 - March 2009
Countrywide Bank July 2006 - July 2007
Washington Mutual January 2006 - July 2006
Washington Mutual April 2004 - December 2005
Washington Mutual May 2003 - March 2004
Washington Mutual October 2000 - April 2003
CIM Vision International January 2000 - October 2000
Boeing Capital Corporation January 1998 - January 2000
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
Bachelor of Science, Business Administration - Management Information Systems
California State Assembly 2006 - Present
Kline Construction 2006 - 2006
Pace Supply 2004 - 2006
Bank of America 2002 - 2003
Education
California Western School of Law 2003 — 2004
California Polytechnic State University-San Luis Obispo 2000 — 2002
Multnomah University 1998 — 1999
PennyMac Loan Services, LLC March 2015 - Present
Readinest.com December 2014 - Present
QBE North America July 2013 - February 2015
Bank of America December 2004 - June 2013
Lansmont Corporation February 2002 - November 2004
Western Digital June 1997 - December 2002
Pyramid Global 1995 - 1997
Skills
Strategic Planning, Project Coordination, Data Analysis, Management, Strategy, Six Sigma, Leadership, Analytics, Risk Management, Process Improvement, Vendor Management, Business Process..., Business Analysis, Operations Management, Change Management, Team Building, Program Management, Cross-functional Team..., Project Management, Analysis, MS Project
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Industrial Technology
Bank of America October 2010 - Present
Tabletop Massage March 2010 - Present
Massage Envy December 2011 - Present
Amgen February 1999 - June 2009
Nortel Networks 1989 - 1999
Skills
Cross-functional Team..., Vendor Management, SDLC, Project Management, Software Documentation, Process Improvement, Integration, Program Management, Business Intelligence, Software Project...
Education
California Lutheran University 2005 — 2009
California Lutheran University
Bachelor's degree in Computer Science in progress, Computer Science
Bank of the West July 2013 - Present
Bank of America January 2008 - July 2013
Countrywide Financial Corporation February 2004 - January 2008
Rapattoni Corporation 1995 - 2003
Financial Information Network 1991 - 1994
Skills
SAS programming, Data Analysis, Programming Languages, Databases, Project Management, Quantitative Analytics, Risk Management, Management, Analytics, Market Risk, Banking, Business Analysis, Credit Risk, Financial Modeling, Basel II, Risk Analysis
Education
California Lutheran University
Master's degree, Quantitative Economics
California Lutheran University
Bachelor's degree, Computer Science
Bank of America January 2013 - Present
Panther Band Parents July 2012 - Present
Ventura British Brass July 2011 - Present
Bank of America April 2011 - January 2013
Essex Property Trust April 2009 - April 2011
Professional Appearances, Inc. April 2008 - March 2009
Countrywide August 2004 - March 2008
Valex March 2000 - August 2004
McGowan Guntermann March 1999 - March 2000
First Western Bank July 1996 - March 1999
Skills
Financial Analysis, Process Improvement, Analysis, Management, Project Management, Leadership, Business Analysis, Risk Management, Banking, Vendor Management, Budgets, Enterprise Software, Accounting, Financial Reporting, Forecasting
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
BS, Accounting
Moorpark College 1985 — 1987
Forescout Technologies 2013 - 2014
Metamining Group 2011 - 2012
Career Element 2010 - 2011
Aircraft Technical Publisher 2007 - 2009
San Francisco Bay Area Organizations 2001 - 2007
GET Manufacturing 1999 - 2001
Intel 1998 - 1999
Intel Corporation 1996 - 1997
Bank of America 1994 - 1996
United Technologies 1978 - 1994
Skills
Forecasting, Strategic Planning, Budgeting, Analysis, Process Improvement, Business Strategy, Business Analysis, Problem Solving, Product Development, Risk Management, Modeling, Excel, Planning, Integration, Microsoft Office, Corporate Finance, Financial Modeling, Financial Analysis, Contract Negotiation, Budgets, Business Development, Finance, Program Management, Strategy, Sales
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Finance and Strategy
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BSc), Aeronautical Engineering
California State University-Northridge
Master of Engineering (M.Eng.), Mechanical Engineering
TekSystems Consultant at TIAA-CREF August 2013 - Present
TekPartners Consultant at Bank of America March 2013 - June 2013
Lash Group March 2009 - March 2013
Bank of America February 2008 - January 2009
HSBC March 1997 - October 2007
Skills
Business Analysis, Business Requirements, Requirements Gathering, Process Improvement, SDLC, SharePoint, Business Process, Data Warehousing, Microsoft SQL Server, ETL, Databases, Project Planning, Visio, Enterprise Software, Software Documentation, Management, Business Intelligence, Vendor Management, Requirements Analysis, Software Project..., MS Project, Access, Quality Assurance, Systems Analysis, Troubleshooting, Data Analysis, SQL, User Acceptance Testing, Business Process..., Testing, Integration, Crystal Reports, Agile Methodologies, Agile Project Management, Analysis, Software Development, PMP, Program Management, Project Portfolio..., Microsoft Project
Education
California Polytechnic State University-San Luis Obispo
Business Administration and Management, General
DRH Consulting July 2014 - Present
CohnReznick LLP January 2013 - July 2014
KPMG August 2011 - September 2012
Prime Lending January 2010 - August 2011
Magnifund Group November 2007 - October 2008
Charter Funding September 2004 - August 2007
First Republic Bank August 2003 - August 2004
Bank of America August 2002 - August 2003
Morgan Stanley June 2001 - August 2002
Skills
Financial Analysis, Credit, Management, Internal Audit, Finance, Auditing, Banking, Sales, Account Management, CRM, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
B.S., Economics
Bank of America April 2010 - Present
Bank of America April 2010 - Present
Bank of America August 2006 - April 2010
St Ives Financial February 2004 - August 2006
RR Donnelley Financial March 2002 - February 2006
RR Donnelley January 1988 - March 2002
Skills
Change Management, Six Sigma, Management, Vendor Management, Business Analysis, Process Improvement, Project Portfolio..., Banking, SDLC, PMO, Risk Management, Project Management, Visio, Program Management, Business Process..., PMP, Financial Services, Relationship Management, Strategic Planning, Requirements Analysis
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor of Arts (B.A.), Graphic Communications
TigerText September 2013 - Present
Green Dot Corporation February 2012 - September 2013
Everbridge November 2009 - February 2012
Bank of America June 2007 - October 2009
Intuit May 2000 - June 2007
Fiserv September 1992 - May 2000
Skills
CRM, SDLC, Strategy, Business Analysis, SaaS, Management, Strategic Planning, Vendor Management, Technical Support, Governance, Customer Service, Professional Services, PMO, Project Planning, Training, Service Delivery, Team Management, Agile Project Management, Budgets, Human Resources, Resource Management, Solution Implementation, Software Implementation, Project Implementation, IT Service Management, IT Project & Program..., Project Management
Education
California Lutheran University
Bachelor of Science (BS), Business Administration and Management, General
Keiser University January 2008 - Present
Independient Consultant August 2007 - Present
TMC 2006 - Present
NA 2012 - 2012
California Lutheran University June 2009 - August 2011
Bank of America March 2004 - August 2007
Manquehue Net (122) 2000 - 2003
Skills
Public Speaking, Strategic Planning, Leadership Development, Research, Business Strategy, Management Consulting, Leadership, Higher Education, Management, Coaching, Analysis, Training, Organizational..., Nonprofits, Staff Development, Team Leadership, Community Outreach, Program Management, Customer Service, Change Management, Microsoft Excel, Team Building, Teaching, Public Relations, Budgets, Entrepreneurship, PowerPoint, Career Counseling, Project Planning, Marketing, Teamwork, Employee Training, Strategy, Recruiting, Social Networking, Data Analysis, Business Planning, Fundraising, Event Planning, Human Resources, Business Development, Social Media, Project Management, Start-ups, Policy
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2015
Doctorate of Business Administration (graduated), Management-Marketing
University of Tennessee-Knoxville 2006 — 2007
Executive Master in Business Admisnistration (MBA), General Business Administration
California Lutheran University 2004 — 2006
Bachelor of Science, Business Management
Instituto Profesional Diego Portales 2000 — 2003
Tecnico Profesional, Administracion de Empresas
Escuela Naval "Arturo Prat"
Marina Mercante Puente
Instituto Salesiano-Valdivia
US Army January 2003 - Present
Wells Fargo August 2010 - March 2013
Bank of America March 2002 - May 2009
Skills
Banking, Loans, Financial Services, Commercial Banking, Credit, Risk Management, Mortgage Lending, Retail Banking, Finance, Customer Service, Team Building, Sales, Financial Risk, Credit Cards, Financial Analysis, Investments, Wealth Management, Budgets, Government, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Banking, Cash Management, Leadership, Small Business, Analysis, Asset Management, Branch Banking, Business Development, Consumer Lending, Corporate Finance, Credit Analysis, Executive Management, Financial Modeling, Insurance, Payments, Relationship Management, Strategic Financial..., Private Banking, Retirement, Management, Sales Management, Team Leadership, New Business Development, Customer Retention, Cross Selling
Education
California Lutheran University 1995 — 1999
Bachelor of Science (B.S.), Sports Medicine
Bank of America April 2010 - Present
Bank of America April 2008 - April 2010
Countrywide December 2003 - April 2008
HearthStone Homes November 2001 - December 2003
Harris Communications August 2000 - May 2001
20th Century Fox May 1996 - August 2000
Skills
Account Reconciliation, General Ledger, PeopleSoft, Financial Analysis, Finance, Cash Management, Auditing, Accounting, Financial Statements, Analysis, Bank Reconciliation, Balance, Loans, Financial Forecasting, Hyperion Enterprise, Risk Management, Banking, Variance Analysis
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Bachelor of Science (BS), Accounting
Bank of America January 2012 - Present
Bank of America September 2009 - January 2012
Deloitte Financial Advisory Services LLP August 2008 - September 2009
Deloitte Financial Advisory Services August 2005 - July 2008
Deloitte Financial Advisory Services LLP February 2004 - July 2005
ChevronTexaco June 2003 - September 2003
Education
University of California, Los Angeles 2003 — 2007
N/A, Accounting
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Economics
Citi Group (Banamex USA) July 2015 - Present
QBE FIRST June 2012 - September 2014
QBE First / Balboa Insurance Group June 2011 - May 2012
Bank of America April 2009 - August 2011
Countrywide Insurance Group May 2008 - April 2009
Countrywide Insurance Group July 2006 - May 2008
Countrywide Insurance Group May 2004 - June 2006
Countrywide Financial Corporation 2002 - 2004
21st Century Insurance May 1995 - February 2002
Skills
Management, SharePoint, Access, Insurance, Customer Service, Underwriting, Risk Management, Process Improvement, Time Management, Business Analysis, Financial Risk, Relationship Management, Call Centers, Change Management, Business Process..., Strategic Planning, Portfolio Management, Financial Analysis, Team Building, Performance Management
Education
California Lutheran University 2007 — 2009
Bachelors in Science, Business Management
California State University-Northridge 2006 — 2007
BS, Business
Pierce College 2002 — 2005
AA, Business
Bank of America July 2008 - August 2014
Countrywide Home Loans January 2006 - June 2008
Horizon Mortgage Bankers March 2003 - December 2005
Primex Laboratories August 1998 - February 2003
Weyerhaeuser Mortgage Company May 1987 - July 1998
Skills
Credit, Mortgage Lending, Portfolio Management, Mortgage Banking, Risk Management, Credit Analysis, Financial Risk, Loan Origination, Underwriting, Mortgage Servicing, Finance, Loss Mitigation, Financial Analysis, Loan Servicing, Banking, Credit Risk, Executive Management, Residential Mortgages, Operational Risk..., Microsoft SQL Server, Access, Microsoft Office, Presentations, Operations Management, Secondary Market, Data Analysis, Highly Organized &..., Creative Problem Solving, Process design,..., Build rapport,..., Highly detail oriented, Leadership, Loans, Operational Risk
Education
California Lutheran University 1983 — 1988
MBA
California Lutheran University 1979 — 1983
BS
Penny Mac Home Loan Servicing April 2013 - Present
Bank of America April 2009 - April 2013
World Savings 1998 - 2007
Skills
Investment Properties, Mortgage Banking, Mortgage Lending, Refinance, Loans, FHA, USDA, FHA financing, Loan Origination, Residential Mortgages, Credit, Mortgage Underwriting, VA loans, Reverse Mortgages, Home Equity Loans, Construction Loans, Home Equity Lines of...
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Business
Young Living Essential Oils August 2014 - Present
CED Vancouver November 2011 - Present
Stay at Home Mom March 2005 - November 2011
iQ Credit Union August 2003 - March 2005
JPMorgan Chase November 2001 - August 2003
Bank of America August 1999 - July 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Photoshop, Research, English, Public Speaking, Leadership, Team Leadership, Marketing, Market Research, Time Management, Sales, Marketing Strategy, Retail, Event Planning, Windows, Management, Financial Analysis, Social Networking
Education
Maryland University of Integrative Health 2014 — 2017
Master's Degree, Clinical Nutrition and Integrative Health with a Herbal Medicine concentration
California Lutheran University 2013 — 2014
Master of Business Administration (M.B.A.), MBA in Financial Planning, 3.75
Liberty University 2011 — 2013
Bachelor's Degree, Business Administration, Entrepreneurship, Graduated with 3.75
Portland Community College 2006 — 2008
Associate's Degree, Oregon Transfer
Westview High School 1996 — 1999
Wells Fargo Home Mortgage November 2013 - Present
Bank of America May 2012 - December 2013
Capital One Home Loans, a division of Capital One Bank, N.A. November 2011 - July 2012
Bank of America April 2011 - November 2011
Wells Fargo Home Mortgage November 2010 - May 2011
Fannie Mae November 2009 - April 2010
AmTrust Bank July 2004 - December 2008
Skills
Mortgage, Underwriting, Mortgage Lending, Credit, Mortgage Banking, Loans, Loss Mitigation, Conventional, Credit Analysis, Banking, Credit Risk, Loan Origination, Risk Management, Compliance, Risk, Financial Analysis, Real Estate, Purchase, Team Building, Capital Markets, Process Improvement, Pricing, Customer Relations, Real Estate Finance, Mortgage Industry, Refinance, Servicing, Strategic Planning, Due Diligence, Mortgage Underwriting, Sales Management, Coaching, Risk Mitigation, Residential Mortgages, Loan Servicing, Customer Service, Leadership, VA loans, Executive Management, Financial Risk, USDA, FHA, Finance, FHA financing, Mortgage Servicing, Funding, Commercial Lending
Education
California Polytechnic State University-San Luis Obispo
BS, Journalism
Lodi Unified School District 2003 - Present
Morgan Stanley 1990 - 2002
Westside Bank 1988 - 1990
Bank of Agriculture & Commerce 1985 - 1988
Bank of America 1978 - 1985
Skills
Instructional Design, Teaching, Staff Development, Curriculum Design, Curriculum Development, Educational Technology, Classroom, Educational Leadership, Lesson Planning, Fundraising, Customer Service, Teacher Training, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1973 — 1978
B. A., Business
Farm Credit West April 2015 - Present
Gregory Heiss and Associates July 2014 - April 2015
Rabobank November 2013 - July 2014
Bank of the Sierra April 2008 - April 2013
Rabobank 2006 - 2008
Bank of America 2004 - 2006
Wells Fargo 2000 - 2004
Safeway 1997 - 2000
Nestle S.A. 1992 - 1997
Salyer American - SK Foods Division 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Banking, Underwriting, Credit Analysis, Loans, Financial Analysis, Retail Banking, Lines Of Credit, Portfolio Management, Cash Flow Lending, Commercial Mortgages, SBA, SBA 504, Small Business, Financial Structuring, Credit Risk, Risk Management, Loan Origination, Construction Loans
Education
Cal Poly San Luis Obispo 1980 — 1984
Bachelor of Science (BS)
SunTrust Bank August 2011 - Present
Citibank February 2009 - Present
Citigroup 2009 - Present
Citigroup March 2009 - March 2011
Bank of America 1988 - 2008
Bank of America September 1998 - August 2000
Skills
Leadership, Strategic Financial..., Credit Cards, Banking, Wealth Management, Credit Analysis, Portfolio Management, Credit, Loans, Financial Risk, Commercial Banking, Financial Analysis, Mortgage Banking, Retail Banking, Marketing, Strategy, Loan Origination, Management, Cross Selling, Wealth Management..., Financial Services, Mergers & Acquisitions, Capital Markets, Consumer Lending, Relationship Management, Commercial Lending, Mortgage Lending, Credit Risk, Underwriting, Sales Management, Equities, Risk Management, Small Business Lending, Investments, Financial Modeling, Process Improvement, Treasury Management, Finance, Asset Management
Education
Pacific Coast Banking School 1998 — 2000
San Diego State University-California State University 1989 — 1991
advanced business
California Polytechnic State University-San Luis Obispo 1980 — 1985
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1980 — 1985
Business Administration - FInance, Finance
Bank of America July 2014 - Present
Bank of America July 2013 - Present
Bank of America Home Loans August 2005 - July 2013
Skills
Project Management, Mortgage Banking, Banking, Management, Financial Services, Business Analysis, Mortgage Lending, Risk Management, Loan Servicing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1997
B.S., Journalism
Bank of America January 2015 - Present
Bank of America Home Loans February 2011 - January 2015
Bank of America Home Loans July 2009 - February 2011
Circuit City December 2005 - March 2009
US Army October 2002 - June 2005
Innovative Systems 2000 - 2002
Skills
Outlook, Access, Documentation, Customer Service, Visio, Excel, AS400, Foreclosures, Default, Loan Servicing, Loss Responsibility, REO, HUD, FHA, VA, Analysis, Banking, Data Analysis, Financial Analysis, IBM iSeries, Leadership, Loans, Management, Process Improvement, Microsoft Excel, Loss Mitigation, Real Estate, Risk Management, Sales, Software Documentation, Quality Assurance
Education
California Lutheran University 2010 — 2011
MBA, Management & Organizational Behavior
California State University-Northridge 2008 — 2009
B.S. Management, Business
Moorpark College 2006 — 2008
A.A. General Studies, Business
Bank of America July 2003 - Present
Catholic Healthcare West Hospitals January 1998 - December 2002
Re-Insurance Management Inc January 1990 - December 1996
Skills
Mortgage Lending, Credit, Business Analysis, Business Process..., Banking, Financial Analysis, Mortgage Banking, Loans, Vendor Management, Portfolio Management
Education
California Lutheran University
MBA, Finance
Bank of America October 2007 - Present
Countrywide Home Loans October 2004 - January 2009
TEKsystems January 1998 - September 2004
Skills
Mortgage Lending, Mortgage Banking, Relationship Management, Loan Origination, FHA, Loans, Refinance, Recruiting, Temporary Placement, Management, Interviews, Finance, Sales, Residential Mortgages, Hiring, Credit, Banking
Education
California Lutheran University 1990 — 1994
BS, Communications
Canyon High School 1986 — 1989
Bank of America Operations ConsultantBank of AmericaNovember 1999 - Present
Education
California Lutheran University 1994 — 1997
Bachalors, Communication
Rabobank N.A. November 2010 - Present
SESLOC Federal Credit Union November 2007 - November 2010
A.M. Sun Solar Energy Systems June 2006 - November 2007
Bank of America March 2005 - June 2006
Bank of America February 2003 - February 2005
Skills
Banking, Secondary Marketing, Management, Pipeline Hedging, Mortgage Lending, Investor Relations, Lock Desk, Credit Analysis, Asset Liability..., Business Development, Training, Loan Origination, Sales, Credit, Loans
Education
Pacific Coast Banking School 2013 — 2015
Executive Level Bank Management Training, Graduated with Honors
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science, Business Administration
Union Bank March 2013 - Present
JPMorgan Chase May 2007 - March 2013
JPMorgan Chase June 2007 - October 2010
BANK OF AMERICA January 2000 - January 2007
Bank of America January 2000 - January 2007
RENT4LESS January 1998 - January 2000
Skills
Business Relationship..., Area Manager, Treasury officer, Sales Management, Process Improvement, Commercial Banking, Credit, Credit Analysis, Account Management, Banking, Business Development, CRM, Finance, Financial Services, Leadership, Loans, Mergers, New Business Development, Portfolio Management, Relationship Management, Risk Management, Sales, Treasury Management
Education
California Lutheran University 2003 — 2005
MBA, Management and organizational behavior and international Business
California Lutheran University 2003 — 2005
M.B.A, Management and Organizational Behavior & International Business
California State University 2000 — 2003
B.S.B.A, Marketing
Bank of America November 2009 - Present
Northeast Residential Mortgage Corp. May 2009 - October 2009
Gateway Funding January 2003 - April 2009
Bank of America April 1996 - September 2000
The Bank of New York February 1994 - April 1996
United Jersey Bank, NA. (now Bank of America, NA) October 1991 - February 1994
Bank of America June 1988 - October 1991
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Loans, Finance, Mortgage Lending, Leadership, Financial Services, Structured Finance, Financial Risk, Commercial Lending, Management, Underwriting, Credit Analysis, Commercial Banking, Banking
Education
California Polytechnic State University-San Luis Obispo
B. S., Agriculture Management
Thunderbird School of Global Management
MBA, International Management
Comcast Cable October 2008 - November 2012
Junosource April 2007 - January 2008
Washington Mutual September 2005 - January 2007
Bank of America July 1979 - November 2001
Skills
Broadband, Telephony, Telecommunications, Cabling, Avaya, VoIP, Call Centers, Troubleshooting, TCP/IP, SNMP, Routers, Cable Modems, Escalation, DOCSIS, Provisioning, Cable Television, Call Center, T1, PRI, Ethernet, Computer Network..., Technical Support, IP
Education
Cal Poly San Luis Obispo 1976 — 1979
Mathematics, 3.0
La Jolla Country Day School February 2013 - Present
United Jewish Federation of San Diego County January 2010 - February 2013
USA Federal Credit Union November 2003 - January 2010
Bank of America August 2001 - October 2003
Skills
Financial Reporting, Investments, Budgeting, Forecasting, Strategic Planning, Leadership, Organizational, Analytical Abilities, Problem Solving, Communication
Education
Cal Poly San Luis Obispo 1983 — 1985
Bachelor of Science, Business Administration--Finance Concentration
California Polytechnic State University-San Luis Obispo 1983 — 1985
BS, Business Admin/Finance
Storm8 May 2014 - Present
Storm8 August 2013 - May 2014
Storm8 August 2012 - August 2013
Apple Inc. March 2011 - August 2012
Barracuda Networks 2009 - 2011
St. Anthony Foundation September 2009 - December 2009
Bank of America June 2008 - September 2009
Skills
Benefits Administration, Human Resources, Employee Relations, Onboarding, Customer Service, Talent Acquisition, Staffing, Outlook, Microsoft Office, iWork, Merlin, Benetrac, Kronos, ADP Payroll, Recruiting, HRIS, College Recruiting, Temporary Placement, Hiring, Employee Benefits, Applicant Tracking..., System Administration, Interviews, HR Policies, Networking, New Hire Orientations, Leadership, Internet Recruiting, Technical Recruiting, Administration
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Business Administration, Organizational Behavior, Business Law, Compensation
Bank of America December 2013 - Present
KPMG September 2011 - November 2013
KPMG Advisory June 2010 - August 2010
Edward Jones January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Internal Controls, Financial Accounting, Valuation, Accounting, Economics, Private Equity, Auditing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Financial Management
Kaiser, Park Shadelands 2008 - Present
Tony LaRussa's Animal Rescue Foundation 2006 - Present
Self 2002 - 2006
Bank of America 1992 - 2002
Skills
Operations Management, IT Operations, Customer Service, Change Management, Problem Management, Continuous Availability, Availability Reporting, Mergers, Healthcare, Microsoft Office, Collaborative Problem..., Outlook, Leadership, Management, Program Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Biology
Snowline Unified School District August 2014 - Present
Bank of America September 2010 - August 2014
The High School at Moorpark College August 2007 - June 2010
Orient Express January 1998 - January 2006
Skills
Leadership, Analysis, Risk Assessment, Legal Research, Teaching, English, Classroom, Creative Writing, Customer Service, Management, Curriculum Design, Small Business, Public Speaking
Education
California Lutheran University 2011 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2001 — 2007
BA, English
Frazer, LLP 1990 - Present
Frazer, LLP 1986 - 1990
Bank of America June 1978 - October 1986
Skills
Agriculture, Management Consulting, Loans, Accounting, Mergers & Acquisitions, Mergers, Management, Financial Reporting, Credit, Finance, Strategic Planning, Financial Analysis, Agribusiness, Business Strategy, Business Planning, Marketing Strategy, Sales, Banking, Leadership, Risk Management
Education
Northwest Agriculture Banking School 1983 — 1985
Agriculture Lending
California Polytechnic State University-San Luis Obispo 1974 — 1978
B.S., Agriculture Business
Bank of America April 2015 - Present
Bank of America November 2013 - April 2015
Navigant June 2012 - October 2013
DP World October 2007 - May 2011
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Management, Corporate Finance, Mortgage Servicing, SEC Financial Reporting, Finance, Analysis, Auditing, Financial Analysis, Risk Management, Financial Risk, Microsoft Office, Data Analysis, Operational Risk..., Business Analysis, Operational Risk, Microsoft Excel, Financial Services, Financial Modeling, Accounting, Forecasting, Process Improvement, Sarbanes-Oxley Act
Education
California Lutheran University 2002 — 2003
MBA, Financial Planning and Services
Renmin University 1989 — 1993
Bachelor's degree, International Business/Trade/Commerce
Bank of America June 2011 - Present
Cal Poly Corporation April 2010 - June 2011
Dick's Sporting Goods July 2005 - December 2010
Cal Poly Housing September 2007 - July 2009
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Business Administration: Marketing
Swinburne University of Technology 2009 — 2009
Business
Bank of America June 2011 - Present
The Lubrizol Corporation July 2005 - January 2010
Skills
Banking, Relationship Management, Call Centers, Collections, Risk Management, Retail Banking, Credit Cards, Customer Service, Operations Research, Procedure Development, Procedure Review, Loans, Teleconferencing, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelor's Degree, Kinesiology
Bank of America BaristaBordersDecember 2007 - August 2008
Community Presbyterian Church 1997 - 2004
Education
Western Governors University 2008 — 2015
Bachelor's Degree, History Teacher Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Architecture
Bank of America September 2005 - Present
Bank of the West March 1998 - August 2005
Mid-State Bank & Trust March 1997 - March 1998
Central Coast Farm Credit June 1992 - March 1997
Central Coast Farm Credit April 1988 - June 1992
North Coast Farm Credit September 1987 - March 1988
Skills
Credit, Credit Analysis, Banking, Commercial Banking, Loans
Education
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Science
Stanford Hospital and Clinics 2007 - Present
Stanford University August 2002 - July 2007
Kintana 1998 - August 2002
Akashic Techologies 1996 - 1998
Bank of America 1995 - 1996
Deloitte & Touche 1992 - 1995
Skills
Financial Reporting, General Ledger, Financial Analysis, Accounts Payable, Fixed Assets, Consolidation, Forecasting, Variance Analysis, Hyperion Enterprise, GAAP, Budgets, Accounting, Financial Systems, Managerial Finance, Management, Analysis
Education
Cal Poly San Luis Obispo 1987 — 1992
BS, Business Administration, Accounting
Cabrillo High School 1983 — 1987
Bank of America October 1968 - October 2004
Skills
Strategic Planning, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1966 — 1968
BS, Ag Business Mgt.
Bank of America October 2006 - Present
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bank of America November 2010 - Present
Warner Bros. Entertainment Group of Companies December 2007 - October 2009
St. Jude Medical July 2005 - January 2007
Deloitte Consulting November 2004 - July 2005
Transamerican Infosys March 2003 - October 2004
Advantage Learning Systems March 1999 - September 2002
Tata Telecom February 1998 - January 1999
Skills
IT Project Leadership, Project Planning, IT Management, Project Delivery, Business Process..., Business Analysis, Systems Analysis, Resource Allocation, Resource Management, Client Co-ordination, Data Analysis, Quality Assurance, SDLC, RUP Methodologies, Agile Methodologies, Scrum, SharePoint
Education
California Lutheran University 2008 — 2010
Post MBA, Information Technology
Jamia Millia Islamia 2006 — 2008
Master's degree, Software Systems
Lady Shri Ram College 1993 — 1996
Bachelor of Science (B.S.), Statistics
Lady Irwin School
Union Bank February 2015 - Present
Bank of America March 2007 - December 2012
Bank of America July 2003 - March 2007
Metrocities Mortgage November 1999 - July 2003
Skills
Microsoft Word, Loans, Microsoft Office, Customer Service, Mortgage Lending, Underwriting, Outlook, Microsoft Excel, Mortgage Banking, Credit, Financial Risk, Loan Origination, Banking, Mortgage Underwriting, FHA, Residential Mortgages, Refinance, VA loans, FHA financing, Credit Risk, FHA Financing, VA Loans
Education
California Lutheran University
Bachelor's degree, Business Management
Bank of America 2002 - 2013
Education
California Polytechnic State University-San Luis Obispo
Ivory Consulting Corporation May 1996 - Present
ACS Technologies September 1987 - August 1996
Bank of America July 1982 - April 1987
Skills
Software Quality..., Lease Analysis, Financial Modeling, Lease Classification
Education
Saint Mary's College of California 1982 — 1984
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1970 — 1975
Bachelor of Science (B.S.), Computer Science