Bank of the West
Industry: Company
DescriptionBank of the West is a regional financial services company, headquartered in San Francisco, California. It is a subsidiary of BNP Paribas. It has more than 600 branches and offices in the Midwest and Western United States. Revenue: 2.17 billion USD (2016) Headquarters: San Francisco, California, United States CEO: Nandita Bakhshi (1 Jun 2016–) Parent organization: BNP Paribas Number of employees: 10,500 (2016) Subsidiaries: Essex Credit Corporation,
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Bank of the West Employees
Bank of the West December 2012 - Present
Wells Fargo December 2011 - December 2012
Wells Fargo Bank July 2007 - January 2011
Alameda County Auction January 2004 - January 2008
Wells Fargo Bank July 2005 - April 2007
Skills
fluent in arabic, Microsoft Office, Retail Banking, Internal Communications, Planning & Organizing..., Banking, Finance, Financial Services, Small Business, Time Management, Training, Small Business Lending, Loans, Microsoft Word, Microsoft Excel
Education
Saint Mary's College of California 2009 — 2011
M.B.A.
Saint Mary's College of California 2005 — 2009
Business Administration, Finance and Economics
Convention Management Resources (CMR) August 2015 - Present
Bank of the West August 2014 - August 2015
VF Corporation April 2014 - September 2014
The Children's Place January 2013 - May 2014
Skills
Time Management, Microsoft Office, QuickBooks, Customer Service, Sales, Retail, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Data Entry, Leadership, Marketing, Management, Access
Education
San Francisco State University 2012 — 2014
Bachelor of Science (BS), Finance
Layton Construction June 2015 - Present
Commercial Lending 2006 - Present
Bank of the West 2002 - June 2006
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Management, Small Business Lending, Commercial Construction, Commercial Real Estate, Administrative..., Customer Service, Mortgage Lending
Education
Salt Lake Community College 1990 — 1991
Salt Lake Community College
Visa May 2015 - Present
International Retail Banking, BNP Paribas (Parent company of Bank of the West) October 2014 - May 2015
Bank of the West April 2012 - September 2014
Global Expansion Team, Global Banking, Wells Fargo Bank May 2011 - April 2012
WF Labs/Incubator, Wells Fargo Bank February 2007 - May 2011
Merchant Services, Wells Fargo Bank July 2005 - March 2007
Charles Schwab, Schwab Institutional November 2002 - June 2004
OgilvyInteractive, Hong Kong August 2001 - August 2002
Sina.com April 2000 - August 2001
Charles Schwab December 1998 - March 2000
Skills
Enterprise Start-up, Start-ups, Product Management, Cross-functional Team..., Enterprise Software, Product Development, Analytics, Management, Strategy, Project Management, Risk Management, SDLC, Agile Methodologies, Program Management, Web Design, Leadership, Integration, Banking, Financial Services, Mobile Devices, Business Intelligence, Business Analysis, Software Project..., Business Development, Management Consulting
Education
San Francisco State University 1996 — 1998
M.A., Industrial Design
San Francisco State University 1992 — 1996
B.A., Industrial Arts
Bank of the West September 2013 - Present
Bank of the West July 2011 - Present
DSA December 2010 - July 2011
Harris & Associates July 2002 - December 2010
BNP Paribas June 1998 - June 2002
Cubic July 1997 - December 1998
Skills
Project Management, Active Directory, Access, Visio, MS Project, PMP, System Administration, Troubleshooting, IT Management, Project Planning, Process Improvement, Business Analysis
Education
San Diego State University-California State University 1993 — 1997
Business, Informations Systems
Bank of the West June 2015 - Present
Bank of the West November 2013 - May 2015
Verizon Wireless November 2005 - November 2013
Klamr January 2012 - June 2013
Adapt Clothing 2009 - 2011
Homeroom Clothing 2007 - 2008
American Eagle Outfitters September 2005 - February 2006
Skills
Sales, Retail, Merchandising, Leadership, Social Media, Teamwork, Training, Blogging, Microsoft Word, Event Planning, Fashion, PowerPoint, Sales Operations, Spreadsheets, Inventory Management, Time Management, Account Management, Team Building, Direct Sales, Public Speaking, Illustrator, Social Media Marketing, Customer Experience, Process Scheduler, Visual Merchandising, WordPress, Troubleshooting, Team Leadership, SharePoint
Education
San Francisco State University 2008 — 2013
Bachelor of Science (BS), Marketing
Skyline College
Associates degree, Liberal Arts
Bank of the West August 2015 - Present
Fillmore Search Group April 2012 - August 2015
The Mergis Group December 2009 - March 2012
Robert Half Legal July 2007 - November 2009
Bennett, Samuelsen, Reynolds & Allard 2002 - 2007
Skills
Resume Writing, Career Counseling, Employment Law, Legal Recruiting, New Business Development, Client Retention, Client Relationship..., Client Communication, Client Interfacing, Client Acquisition, Marketing Strategy, Recruiting, CRM, Business Development, Legal Research, Customer Retention, Temporary Staffing, Litigation, Temporary Placement, Networking, Trials, Mediation, Legal Writing, Negotiation, Management, Human Resources, Marketing, Litigation Support
Education
University of San Francisco School of Law 1999 — 2002
JD, Law
San Francisco State University
MA/BA, Philosophy/Liberal Studies
Oh Snap! Booth Co. 2014 - Present
Wells Fargo Home Mortgage 2010 - 2014
Bank of the West 2003 - 2009
California Federal Bank 1993 - 2003
Skills
Banking, Management reporting, Operations Management, Analytics, Microsoft Excel, Databases, Requirements Analysis, Business Analysis, Customer Service, Program Management, Finance, Budgets, Analysis, Financial Analysis, Retail Banking, Loans, Credit, Mergers, Outlook
Education
San Francisco State University
Bachelor of Arts (B.A.)
Citi February 2015 - Present
Bank of the West December 2010 - January 2015
JPMorgan Chase November 2003 - December 2010
JPMorgan Chase / The Home Loan Group March 2005 - May 2008
Integrated Mortgage March 2002 - November 2003
Crown Castle January 2001 - December 2001
Xpedior December 1999 - December 2000
National Technical SystemsNor January 1996 - December 1999
Education
San Francisco State University 1992 — 1995
Bachelor of Science, Business AdministrationReal Estate and Finance
GE Capital December 2014 - Present
Federal Deposit Insurance Corporation (FDIC) October 2011 - April 2014
Federal Deposit Insurance Corporation October 2009 - April 2014
Bank of the West 2005 - 2009
Southeast Capital Partners 2002 - 2005
Riverside Bank of Central Florida 2001 - 2002
Regions Financial Corporation 1999 - 2001
HSBC 1990 - 1999
Skills
Credit, Commercial Banking, Banking, Risk Management, Portfolio Management, Loans, Credit Analysis, Finance, Small Business Lending, Due Diligence, Commercial Lending, Valuation, Mortgage Lending, Strategy, Financial Services, Underwriting, Credit Risk, Financial Analysis, Financial Risk, Analysis, Leadership, Retail Banking, Negotiation, Loan Origination, Management, Capital Markets, Investments, Business Development, Relationship Management, Mortgage Banking, Executive Management, Asset Management, Real Estate, Financial Modeling, Mergers & Acquisitions, Program Management, Private Banking, Sales, Operations Management, Financial Markets, Restructuring, Enterprise Risk...
Education
Saint Bonaventure University
Master of Business Administration (MBA), Accounting and Finance, Cum Laude
State University of New York College at Fredonia
Bachelor's degree, Political Science and Government
TeleTech May 2015 - Present
Real Colorado Soccer August 2012 - Present
Farmers Insurance July 2014 - February 2015
Bank of the West November 2013 - March 2014
Financial Foundation Group May 2012 - October 2012
AIM Solutions June 2011 - June 2012
Dean's February 2011 - May 2012
Car Care Promotions June 2010 - August 2010
Fountain Valley School of Colorado August 2007 - May 2008
Skills
Customer Service, Financial Analysis, Microsoft Excel, Strategic Financial..., Sales, Analysis, Investments, Entrepreneurship, Finance, Microsoft Office, PowerPoint, Life Insurance, Excel, Word, Financial Reviews, Organization, Financial Services, Financial Markets, Financial Statements, Highly detail oriented, Analytical Skills, Insurance, Retirement Planning, Financial Advisory, Social Networking, Property and Casualty, Hyperion, Social Media, Leadership, Noetix, MS Excel Pivot Tables, Ms Excel Vlookup
Education
Trinity University 2009 — 2012
Bachelor of Science, Business Administration; Finance
Rollins College 2008 — 2009
Business Administration and Management, General
Fountain Valley 2004 — 2008
Bank of the West November 2014 - Present
Pacific Gas and Electric Company April 2013 - October 2014
Patelco Credit Union 2012 - 2013
Patelco Credit Union March 2012 - September 2012
Pacific Gas and Electric Company September 2011 - April 2012
Pacific Service Credit Union 2006 - 2010
Taproot Foundation 2006 - 2007
Heller Ehrman LLP 2002 - 2005
Crosby Heafey Roach and May PC 2000 - 2002
Skills
Press Releases, Strategic Communications, Internal Communications, Public Speaking, Public Relations, Media Relations, Web Content, Newsletters, Marketing Communications, Event Planning, Editing, Social Media, Marketing, Corporate Social..., Sales, Layout, Databases, Community Building, Brochures, Corporate Communications, Non-profits, Copywriting, Video Production, Video Editing, Videography, Employee Relations
Education
Saint John's University 1992 — 1996
BA, Psychology
GE Healthcare July 2015 - Present
Mizuho OSI June 2012 - July 2015
Sequoyah Country Club March 2011 - May 2012
The Pita Pit San Luis Obispo August 2004 - December 2010
Nelson Accountants Plus December 1996 - May 2004
State Street June 2002 - June 2003
Bank of the West August 1999 - December 2000
Skills
Business development, budgeting, P&L responsibility, Customer Relations, Customer Service, Microsoft Office, Operations Management, Polish, Staff Management, Promotions, Staff Training, Administration, Account Management, PowerPoint, Excel, Word, New Business Development, orthopedics, Spine, Capital Equipment, operating room, Territory Management, Territory Development, Budgets, Business Development, Training, Management, Marketing, Cold Calling, Sales Management, Team Building, Business Planning, Recruiting, Strategic Planning, Surgeons, Medical Devices, Direct Sales, Sales Process, Orthopedic, Sales Operations, Sales, Disposables, Product Launch, Sales Force Development, Orthopedics
Education
University of Pittsburgh 2001 — 2001
Semester abroad, 9 countries
Saint Mary's College of California 1997 — 2001
BS, Business Administration, Economics
Ygnacio Valley 1993 — 1997
diploma, German
Oak Grove middle school
Bank of the West June 2005 - June 2008
U.S. Bank September 1999 - June 2005
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Loans, Retail Banking, Small Business Lending, Cash Management, Financial Analysis, Sales, Commercial Mortgages, Finance, Portfolio Management
Education
San Diego State University-California State University
Broadcast Journalism & Business
CIBC September 2013 - January 2014
Bank of the West January 2013 - April 2013
Bank of Montreal March 2012 - November 2012
BMO Capital Markets February 2010 - January 2012
TD Securities May 2007 - January 2009
BMO Harris Private Banking February 2007 - May 2007
BMO Harris Private Banking October 2006 - February 2007
Skills
Business Analysis, Foreign Exchange, User Acceptance Testing, Capital Markets, SQL, Requirements Gathering, Money Market, Commercial Banking, Quality Assurance, Problem Solving, SDLC, Regression Testing, Portfolio Management, Systems Analysis, Requirements Analysis, Banking, Financial Risk, Business Process, Market Risk, FX Options, Trading, Back Office, Derivatives, Testing, Options, Swaps, Financial Modeling, Investment Banking, Software Documentation, Business Requirements, Quality Center
Education
Ryerson University 2003 — 2006
Bachelor of Commerce, Information Technology Management
CFA Institute
Passed Level 1
Sheridan College
Diploma, Systems Analyst program (Systems option)
First Republic Bank September 2015 - Present
Gallop Out Racing LLC November 2012 - Present
Comerica Bank December 2013 - September 2015
Umpqua Bank May 2008 - December 2013
City National Bank October 2004 - May 2008
Bank of the West 2002 - October 2004
Wells Fargo January 1997 - January 2002
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Retail Banking, Consumer Lending, Loan Origination, Lines Of Credit, Portfolio Management, Credit Risk, Asset Based Lending, Underwriting, Commercial Mortgages, Treasury Management, Risk Management, Cash Management, Finance, Executive Management
Education
San Diego State University-California State University 1987 — 1992
BA in International Business, emphasis in German
Bank of the West March 2015 - Present
Perficient 2014 - 2015
Federated Media Publishing, Inc. 2010 - 2013
AKQA 2007 - 2010
Walmart eCommerce 2006 - 2007
Publicis Dialog 2003 - 2006
Symantec 2000 - 2001
Intuit 1998 - 2000
Skills
Marketing Communications, Digital Strategy, Online Advertising, Integrated Marketing, Marketing, Advertising, Content Strategy, Digital Marketing, Analytics, Creative Direction, Interactive Advertising, Interactive Marketing, Email Marketing, Direct Marketing, Digital Media, Social Media, SEM, Mobile Marketing, Social Media Marketing, Creative Strategy, Mobile Advertising, Mobile Applications, Project Management, Publishing, Mobile Devices, Online Marketing, Advertising Sales, Mobile, Creative Development, Real Estate Transactions, Sales Operations, Online Publishing, Web Analytics, E-commerce, Web Project Management, Rich Media, PPC, Social Marketing, Facebook, Blogging, Affiliate Marketing, Web Marketing, Relationship Marketing, Strategic Partnerships, JIRA, Scrum
Education
San Francisco State University 1994 — 1999
BA
San Francisco State University
Bachelor’s Degree
Bank of the West October 2014 - March 2015
Contra Costa Health Services February 2014 - May 2014
Wells Fargo January 2013 - October 2013
Kaiser Permanente Information Technology November 2011 - December 2012
Q5 Communications and Systems September 2007 - May 2010
Kaiser Permanente Information Technology January 2000 - June 2007
SAIC October 1997 - November 1999
Skills
SharePoint, SDLC, Integration, Data Center, Servers, Networking, Databases, Unix, Virtualization, QA Engineering, BMC Remedy, Software Documentation, Linux, Technical Support, VMware, Testing, Information Technology, Quality Assurance, Hardware, Access, Visio, Program Management, System Administration, Disaster Recovery, Enterprise Software, Troubleshooting, Solaris, IT Management
Education
University of Wisconsin-Oshkosh
Bachelor of Science
Roosevelt University
Bachelor of General Studies - Computer Science
Microsoft
MCSE - Microsoft Certified Systems Engineer
California Dental Arts March 2013 - Present
Bank of the West September 2010 - January 2012
Loomis US April 2004 - January 2010
Valley Yellow Pages 2002 - 2003
Wells Fargo Bank 2001 - 2002
Oracle Instantis 2000 - 2001
WebEx Communications 2000 - 2001
Autoweb.com (Acquired by Autobytel) 1999 - 2000
Skills
CRM, Account Management, Sales Operations, Strategic Partnerships, New Business Development, Budgets, Sales Management, Business Development, Sales, Contract Negotiation, Selling, Process Improvement, Negotiation, Cold Calling, Business Planning, Customer Satisfaction, Customer Service, Management, Salesforce.com, Sales Process, Training, Team Building, Direct Sales, Coaching, Team Leadership, Public Speaking, Banking, Project Management, SaaS, Product Development, B2B, Program Management, Forecasting, Business Acquisition, Project Planning, Start-ups, Small Business, Strategy, Presentation Development, Mentoring, Leadership, Solution Selling, Sales Presentations, Customer Relations, Contract Negotiations, New Business Acquisition, Workflow Design, Consultative Selling, Email Marketing, Marketing
Education
St. Mary's College of California 2001 — 2003
BA Management, Project Management, Marketing, Communications
West Valley College
AA Liberal Arts, AA Speech Communications, Business, Sales & Marketing
Bank of the West February 2012 - Present
Wells Fargo Private Bank July 2010 - March 2012
JPMorgan Private Wealth Management January 2000 - July 2010
Zions Bancorporation April 1995 - December 2000
Salt Lake Community College January 1998 - January 1999
PAYCHEX, INC January 1993 - January 1995
Skills
Relationship Management, Wealth Management, Financial Services, Banking, Leadership, Training, Investments, Financial Analysis, Credit, Portfolio Management, Management, Adult Education, Group Facillitation..., Adult Learning, Finance
Education
Salt Lake Community College
Finance & Business Administration
Gap Inc./Old Navy March 2015 - Present
Kaiser Permanente November 2014 - March 2015
Fisher Investments June 2013 - April 2014
Bio-G (Bioproduction Group) June 2012 - May 2013
Bank of the West June 2010 - June 2012
Urban Future Leaders of the World January 2012 - May 2012
Michael D. Zatto, DDS January 2006 - May 2010
Education
San Francisco State University 2008 — 2012
Bachelor of Science in Business Administration, Decision Science, Dean's List 2008 - 2012
U.S. Small Business Administration June 2013 - Present
Wilkins Solutions Enterprises April 2012 - December 2012
Premier West Bank August 2010 - November 2011
Butte Community Bank October 2006 - February 2010
Forlini Capital Group April 2003 - November 2006
Greater Sacramento CDC December 2004 - September 2006
Bank of the West August 1990 - April 2003
U.S. Small Business Adminstration Region 9 Disaster Lending 1982 - 1986
Skills
Market Research, Feasibility Studies, USDA Feasibility Studies, Financial Analysis, Debt & Equity Financing, New Business Development
Education
University of California, Davis - Graduate School of Management 1996 — 1998
MBA, Finance
Rollins College 1974 — 1978
BA, Business Admin/Economics
Morgan Stanley January 2015 - Present
Charles Schwab June 2013 - January 2015
Bank of the West August 2012 - June 2013
Bank of the West June 2008 - August 2012
Bank of the West May 2003 - June 2008
Deloitte May 1995 - December 2000
Franchise Tax Board January 1993 - April 1995
Skills
Internal Audit, Operational Risk..., Financial Regulation, Regulatory Requirements, Basel II, Operational Risk, Risk Management
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration
Bank of the West February 2015 - Present
Computers Made Easy January 2014 - Present
Accounting & Automation Solutions December 2013 - Present
More Than Me August 2012 - May 2014
Bank of America September 2008 - July 2013
Bank of America October 1998 - September 2008
Bank of America October 1993 - October 1998
First Nationwide Bank 1991 - 1993
First Nationwide Bank 1986 - 1991
PwC 1981 - 1986
Skills
Strategic Planning, Business Analysis, Mortgage Lending, Analytics, Banking, Loans, Data Warehousing, Credit Cards, Public Speaking, Business Strategy, Toastmasters, Finance, Cross-functional Team..., Volunteer Management, MIS, Information Technology, Management, Managing Meetings, Project Management, Leadership, Training, Data Analysis, Software Documentation, Budgets, Risk Management, Process Improvement, Operations Management, Financial Risk, Human Resources, Team Building, Executive Management, Marketing, Analysis, Team Management, Financial Services, Financial Analysis, Leadership Development
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
R.D. Willis Insurance Services, Inc. January 2011 - Present
City National Bank August 2008 - March 2010
Bank of the West April 2008 - August 2008
Bank of America April 1999 - February 2008
Bank of America August 1997 - April 1999
Skills
Credit, Sales, Commercial Banking, Capital Markets, Process Improvement, Portfolio Management, Management, Valuation, Financial Analysis, Structured Finance, Team Building, Underwriting, Loans, Risk Management, Strategic Planning, Business Strategy, Real Estate, Derivatives, Trading
Education
Saint Louis University 1994 — 1997
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Communications
Chaminade College Preparatory
Bank of the West August 2014 - Present
Bank of the West September 2013 - August 2014
Edwards luggage January 2008 - January 2013
Jumpstart August 2009 - May 2011
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration and Management, General
Eastside college preparatory school
High school diploma
Bank of the West August 2013 - Present
Lafayette Chamber of Commerce January 2012 - Present
California Bank of Commerce October 2007 - August 2013
California Bank of Commerce October 2007 - December 2011
Church of Santa Maria April 1998 - August 2007
Central Bank 1978 - 1988
Skills
Consulting, Commercial Banking, Portfolio Management, Banking, Commercial Lending, Asset Based Lending, Business Development, Management, Finance, Small Business Lending, Small Business, Sales, Strategic Financial...
Education
St. Mary's College of California 2002 — 2004
Business, Management, Emphasis in Economics
Miramonte
Bank of the West August 2014 - Present
Bank of the West August 2013 - August 2014
Wells Fargo Bank September 2008 - March 2013
The Other Side Coffee House May 2000 - April 2008
Education
San Diego Mesa College 1993 — 1996
Associate, Biology Environmental
Bank of the West June 2013 - Present
Wells Fargo Home Mortgage August 2011 - June 2013
Skills
Mortgage Banking, FHA, FHA financing, Mortgage Lending, Residential Mortgages, VA loans, Investments, Loan Origination, Investors, Real Estate, REO, Real Estate Financing, Underwriting, Credit, Selling, Home Equity Loans, Loans, Construction Loans, Non-Conforming, Government Loans, Refinance, Referrals, Single Family Homes, Residential Homes, Credit Analysis, Real Estate Economics, Reverse Mortgages, Investment Properties, Foreclosures, Sellers, Short Sales, HUD, Real Estate Transactions, Relocation, Condos, First Time Home Buyers, VA Loans, FHA Financing, Sales
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Arts (B.A.), Industrial Studies
Los Gatos High School 1981 — 1985
ARC San Joaquin 2012 - Present
Aurora's Home Sweet Home, LLC 2011 - 2012
First Republic Bank 2009 - 2011
JPMorgan Chase Card Services (formerly WaMu/Providian) 2004 - 2009
Providian Financial 2001 - 2004
Providian Financial 1994 - 2001
United Credit Bureau Services 1994 - 1994
Bank of the West 1992 - 1994
First Interstate Bank 1976 - 1992
Skills
Operations Management, Process Improvement, Quality Assurance, Business Strategy, Risk Management, Staff Development, Team Building, Budgeting/Cost Control, Customer Service, Project Management, Management, Leadership, Program Management, Forecasting, Financial Services, Budgets
Education
Sacred Heart Seminary
St. Mary's College of California
B.A. (Honors), Management
University of California, Los Angeles
Professional Designation in Bank Management
Muscular Dystrophy Association March 2013 - Present
Undisclosed September 2012 - Present
i365, a Seagate Company (formerly Evault) October 2005 - May 2010
EVault 2005 - 2009
LeapFrog March 2005 - September 2005
Discovery Channel January 2005 - March 2005
Bank of the West June 2004 - January 2005
Big Brothers Big Sisters 1995 - 2001
Skills
SaaS, Negotiation, Change Management, Management, Marketing, Account Management, Process Improvement, Cross-functional Team..., New Business Development, Sales, Business Strategy, Leadership, Team Leadership, Software Licensing, System Administration, Strategic Partnerships, Troubleshooting, Product Management, Sales Operations, Customer Service, Cloud Computing, Security, Program Management, Business Development, Software Documentation, Management Consulting, Training, Salesforce.com, Project Management, Entrepreneurship, Direct Sales, Vendor Management, Lead Generation, Product Development, Business Intelligence, Team Management, Competitive Analysis, Start-ups, Product Marketing, Consulting, Strategy, Telecommunications, Time Management, CRM, Sales Process, Strategic Planning, Solution Selling, Business Analysis, Go-to-market Strategy, Team Building
Education
Saint Mary's College of California 2003 — 2008
BA, Management
Contra Costa College 2000 — 2002
Associates Degree, Business
IT Infrastructure Solutions October 2013 - Present
Bank of the West 2002 - May 2013
Sanwa Bank of California 1996 - 2002
Skills
Vendor Management, Disaster Recovery, Risk Management, Project Management, Process Improvement, Data Center, Leadership, Management, IT Management, IT Strategy, Mergers & Acquisitions, Telecommunications, Enterprise Software, Strategic Planning, Network Security, Contract Negotiation, VoIP, Budgets, Business Analysis, Team Leadership, SDLC, Banking, SharePoint
Education
University of Phoenix 1990 — 1992
Bachelor of Science Business Administration (BSBA), Business Administration, Management and Operations
San Francisco State University 1981 — 1983
Business Admin, Information Technology
San Diego State University-California State University 1980 — 1981
Business/Corporate Communications
Foothill College 1977 — 1979
Business Communication
Bank of the West November 2005 - Present
Bank of America June 1986 - November 1996
Education
San Diego State University-California State University 1985 — 1986
MBA, Finance
University of Michigan 1976 — 1980
BSE, Naval Architecture and Marine Engineering
Larsen Wurzel & Associates, Inc. June 2011 - Present
City of Woodland - Planning Commission January 2007 - January 2015
Capitol Public Finance Group, LLC May 2010 - May 2011
Economic & Planning Systems, Inc. May 2005 - May 2010
CalSTRS January 2005 - May 2005
Bank of the West June 2004 - January 2005
Warehouse Equipment Inc. July 1998 - August 2003
Skills
Entitlements, Due Diligence, Real Estate Economics, Real Estate, Project Management, Feasibility Studies, Real Estate Development, Land Development, Municipalities, Strategic Planning, Land Use Planning, Financial Modeling, Financial Analysis, Project Planning, Budgets, Public/private...
Education
University of California, Davis - Graduate School of Management 2003 — 2005
MBA, Finance and Corporate Environmental Management
Rose-Hulman Institute of Technology 1994 — 1998
BS, Civil Engineering
Bank of the West March 2015 - Present
Skills
DB2, Disaster Recovery, Business Continuity, Mainframe, Business Analysis, IT Strategy, Project Coordination, Systems Analysis, System Testing, SunGard CMS, SharePoint, Microsoft Excel, Datacom, Visio, Analysis, Enterprise Software, Management, Vendor Management, SDLC, Software Project...
Education
Salisbury University 1983 — 1987
BS
Bank of the West April 2014 - Present
Arbonne International April 2013 - April 2014
Experian August 2010 - April 2013
Kaiser Permanente IT November 2009 - May 2010
ADP March 2007 - May 2009
Crave Entertainment July 2006 - March 2007
MBK Homes, Ltd. January 2005 - April 2006
ABM Industries (Amtech Elevator Division) October 1997 - January 2005
Skills
Continuous Improvement, Financial Reporting, Forecasting, Budgeting, Accounting, Operations Management, Construction Accounting, Oracle General Ledger, Hyperion Planning, Essbase, Sales Operations, Financial Variance..., Cost Variance Analysis, Professional Services, JD Edwards, Budgets, Strategic Financial..., Financial Analysis, Hyperion Enterprise, Leadership, Analysis, Finance, Cross-functional Team..., Strategy, ERP, Process Improvement, Mergers & Acquisitions, Auditing, Business Process, Consolidation, Account Reconciliation, Variance Analysis, Hyperion, Financial Planning
Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Accounting
Citizens Business Bank September 2013 - Present
Pacific Mercantile Bank November 2011 - September 2013
Budget & Finance Commission - City of Solana Beach 2007 - September 2013
Torrey Pines Bank 2008 - December 2011
Pacific Western Bank May 2005 - December 2006
Bank of the West 2002 - May 2005
Comerica Technlogy & Life Sciences 1999 - 2002
Skills
Banking, Executive Management, Finance, Management, Strategy, Leadership, Loans, Commercial Lending, Strategic Planning, Mergers & Acquisitions, Commercial Banking
Education
San Diego State University
BS, Finance / Computer Science
Anyone Home Inc 2014 - Present
Machine Precision Components October 2013 - February 2014
Lenox Financial July 2013 - October 2013
Bank of the West April 2012 - July 2013
PNC March 2011 - March 2012
Best Buy March 2010 - March 2011
Skills
Banking, Sales, Microsoft Excel, Microsoft Office, Risk Management, Real Estate, Financial Analysis, Process Improvement, Customer Service, Loan Servicing, FHA, Engineering, Budgets, Marketing Communications, Marketing Strategy, Photoshop, Social Media Marketing, Manage Client..., Customer Outreach
Education
Rio Hondo College
Mechanical Engineering
Saddleback College
Sustainable Environmental Design
Peru Mission Trip January 2008 - Present
Projects January 2008 - January 2013
Saint Mary's College of California October 2009 - December 2012
Bank of the West June 2008 - 2011
Skills
Advertising, Public Relations
Education
St. Mary's College of California 2011 — 2013
Communication, General
Saint Mary’s College of California 2009 — 2013
BA, Communications, Senior
Bank of the West December 2012 - Present
City National Bank August 2007 - December 2012
Bank of America 2005 - 2007
IronStone Bank 2005 - 2006
Wells Fargo Bank 1992 - 2003
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Credit Analysis, Lines Of Credit, Loan Origination
Education
San Diego State University-California State University 1983 — 1988
Master of Arts, Public Administration
High School 1976 — 1980
high school diploma, General Education
Wells Fargo July 2014 - Present
Bank of the West June 2011 - July 2014
Bank of the West September 2008 - June 2011
Bayside Solutions January 2007 - July 2008
Oakwood Athletic Club June 2006 - December 2006
Skills
Treasury Management, Forecasting, Financial Analysis, Banking, Finance, Financial Modeling, Cash Management, Financial Risk, Corporate Finance, Strategic Financial..., Treasury, Financial Reporting, Asset Managment, Funds Transfer Pricing
Education
Saint Mary's College of California 2006 — 2008
MBA, Finance
Saint Mary's College of California 2002 — 2006
BA, Business Administration
Granite Bay High School 1998 — 2002
Embrace San Diego March 2013 - Present
San Diego Unified School District September 2011 - June 2012
San Diego Metropolitan Credit Union July 2006 - November 2009
Bank of the West October 2005 - July 2006
Mervyns August 2003 - January 2005
Skills
Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, General Ledger, PowerPoint, Outlook, Microsoft Word, Data Entry, Team Building, Accounting, Payroll, Finance
Education
San Diego State University-California State University
BS, Business Admin w/ an emphasis in Financial Services
Bank of the West April 2014 - Present
Bank of the West - BNP Paribas January 2011 - April 2014
Wells Fargo Bank (formerly Wachovia Bank) December 2006 - January 2011
Saint Mary's College of California 2004 - 2007
Saint Mary's College of California 2004 - 2007
Saint Mary's College of California 2004 - 2007
Bank of America 2005 - 2006
Snelling Personnel 2000 - 2004
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Interviews, Leadership, Employee Benefits, Commercial Banking, Management, Hiring, Applicant Tracking..., Vendor Management, Commercial Lending, Onboarding, Team Management, Coaching, Team Building, College Recruiting, Executive Search, Technical Recruiting, Performance Management, Mergers & Acquisitions, Workforce Planning, Succession Planning, Employee Engagement, Process Improvement, HR Consulting, Strategic Consulting, Change Management, Commercial Real Estate, Organizational..., Leadership Development, Strategic Sourcing, Career Development, Strategic Leadership, Social Media Marketing, Salary, Resume Writing, Conducting Interviews, Metrics, Benefits Negotiation, Leadership Recruiting, Talent Identification, Talent Mapping, Compensation, Recruitment/Retention, Direct Sourcing, Mentoring, Networking, Full-cycle Recruiting
Education
Saint Mary's College of California
Vanderbilt University
BS/BA
The Peddie School
Bank of the West November 2011 - Present
Bank of America 2009 - 2010
Bank of America 1998 - 2009
Bank of America 1997 - 1998
Skills
Six Sigma, Lean Manufacturing, Consolidations, Vendor Management, Leadership, Operations Management, Budgets, Project Management, Team Leadership, Project Planning, Process Improvement, Business Process..., Financial Analysis, Forecasting
Education
San Bernardino Valley College
Bank of the West January 2015 - Present
Robbins Arroyo LLP January 2014 - January 2015
Robbins Arroyo LLP September 2006 - January 2014
ACG Cup - SDSU February 2013 - March 2013
Venture Capital Investment Competition - SDSU July 2012 - March 2013
SDSU Research Foundation October 2011 - November 2012
Skills
Hyperion, Finance, Financial Modeling, Microsoft Excel, Analysis, Project Management, QuickBooks, PowerPoint, CRSP, Investments, Venture Capital, Microsoft Office, Stastical Analysis, Bloomberg, Leverage Buyout Modeling, Financial Analysis, Management, Leadership, Due Diligence, Strategy, Start-ups, Valuation
Education
San Diego State University-California State University 2010 — 2013
MBA, Finance
San Diego State University-California State University 2004 — 2007
B.A., Philosophy, Minor in Business
Bank of the West September 2011 - Present
Countrywide Bank 2007 - 2008
Skills
Banking, Relationship Management, Small Business Lending, Mortgage Lending, Retail Banking, Portfolio Management, Commercial Banking, Credit, Lines Of Credit, Credit Analysis, Commercial Lending, Loans, Cross Selling, Credit Cards, Consumer Lending
Education
Saint Mary's College of California 1973 — 1974
Teaching Credential, Education
University of California, Berkeley 1971 — 1973
Bachelor of Applied Science (B.A.Sc.), Journalism and Social Sciences
Delta Blood Bank, a subsidiary of the American Red Cross July 2012 - Present
Gerson Lehrman Group July 2009 - Present
Bank of the West May 2007 - June 2009
Bank of America March 1999 - July 2003
Wells Fargo Bank 1996 - 1999
Wells Fargo Bank 1995 - 1996
Providian Financial 1993 - 1995
Wells Fargo Bank 1990 - 1993
Wells Fargo 1989 - 1990
Skills
Online Marketing, Product Management, E-commerce, Marketing, Social Media Marketing, Credit Cards, Loans, Strategic Planning, Product Development, Management, Integrated Marketing, Program Management, Business Development, Online Advertising
Education
Saint Mary's College of California 1989 — 1992
MBA, Marketing
University of California, Davis 1981 — 1985
BA, International Relations (Economics emphasis)
Apple July 2013 - Present
Bank of the West January 2012 - May 2012
Skills
Leadership, OS X, Customer Experience, Customer Satisfaction, Windows, Social Media, Customer Service, Mac, Teamwork, iOS, Banking, Sales, Retail, Public Speaking, iWork, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Mac OS, Social Networking, iLife, Team Leadership, Retail Sales, iPhone, Microsoft Excel, Research, Merchandising, Social Media Marketing, Keynote, Marketing
Education
University of California, Santa Barbara 2014 — 2016
Bachelor's Degree in Sociology, Sociology
Saddleback College 2011 — 2014
General Studies
Bank of the West May 2014 - Present
Bank of the West June 2014 - Present
Bank of the West October 2011 - April 2014
Union Bank January 2010 - October 2011
Union Bank July 2006 - October 2011
Union Bank October 2005 - July 2006
Union Bank March 2004 - October 2005
Union Bank July 2002 - March 2004
Union Bank June 2001 - June 2002
Union Bank June 1995 - June 2001
Skills
Technical Writing, Speech Writing, Creative Writing, Report Writing, Adobe Creative Suite, Web Design, Information Design, Knowledge Management, Program Management, Program Development, Instructional Design, Collateral Design, Community Development, Leadership Development, Content Marketing, Public Speaking, Internal Communications, Training, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Content Management, Copywriting, Web Content Management, Team Building, Blogging, Management, Social Media Marketing
Education
San Diego State University-California State University 2009 — 2011
MA, Professional & Technical Writing
San Diego State University-California State University 2005 — 2009
MBA, Management
San Diego State University-California State University 1999 — 2001
BA, English
Tucson Federal Credit Union July 2014 - Present
Tucson Federal Credit Union August 2011 - July 2014
Cafe Italiano April 2009 - April 2012
Union Bank October 2007 - March 2009
Wells Fargo Bank 2005 - 2007
Bank of the West 1996 - 2005
Skills
Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Cash Management, Commercial Banking, Treasury Management, Portfolio Management, Strategic Planning, Team Building, Small Business, Commercial Lending, Customer Service
Education
Saint Mary's College of California 1996 — 1999
Bachelors, Business
Datameer June 2015 - Present
Castlight Health March 2015 - June 2015
Lennar November 2014 - February 2015
Lennar July 2013 - November 2014
Bank of the West September 2011 - May 2013
Education
San Jose State University 2008 — 2013
Bachelor of Arts (B.A.), Communication
San Francisco State University
Human Resources Management Certificate Program
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
Bank of the West July 2015 - Present
Kaiser Permanente June 2006 - July 2015
California Financial Advisors January 2002 - May 2006
California State Automobile Association (AAA) March 2000 - January 2002
Skills
Process Improvement, Change Management, Healthcare Information..., Healthcare, Hospitals, Business Process..., Business Analysis, Project Management, HIPAA, EHR, Healthcare Consulting, Healthcare Management, Epic Systems, Ambulatory, Revenue Cycle, Management
Education
Saint Mary's College of California 1999 — 2001
Bachelor of Arts, Business Management
Bank of the West April 2015 - Present
Wells Fargo December 2014 - March 2015
Starbucks June 2013 - November 2014
Nino Russell February 2013 - June 2014
Haghighi August 2012 - June 2014
Pasargad Ltd. January 2010 - August 2012
Skills
Social Media, Event Management, Public Relations, Music, Time Management, Management, Advertising, Social Networking, Team Leadership, Composition, Coaching, Event Planning, Public Speaking, Interviews, Forensic Analysis, Online Advertising, Cold Calling, Editing, Radio Host, Music Industry, Music Production, Music Publishing, Orchestral Music, Piano, Marketing, Leadership, Research, Sales, Messaging, Key Messaging, Change Management, Customer Service, Business Development, Sales Presentations, Retail Sales, Short Sales, Direct Sales, New Business Development, Project Management, Account Management, Business Strategy, Team Building, Business Planning, Microsoft Office, Marketing Strategy, Microsoft Excel
Education
Saint Mary's College of California 2015 — 2017
Biochemistry and Molecular Biology
University of London 2012 — 2015
Associate of Science (A.S.), Forensic Science
University of West London 2012 — 2014
Certificate of Higher National Diploma, Forensic Science
Associated Board of the Royal Schools of Music 2002 — 2013
ABRSM Distinction, Piano and Music Theory, 8
Richard Hale School 2010 — 2012
GCE, Biology, Chemistry, Maths, Psychology
The Master's College August 2015 - Present
Kaiser Foundation Health Plan October 2008 - Present
Bank of America October 2005 - November 2008
Princess Cruises 2002 - 2005
Bank of the West May 1997 - June 2002
Fidelity Federal Bank 1996 - 1997
Skills
Talent Management, Organizational..., Leadership Development, Coaching, Talent Assessment, Instructional Design, Performance Management, Employee Relations, Executive Coaching, Training Delivery, Talent Acquisition, Talent Development, Interviewing, Management Consulting, Career Development, Management Development, Performance Improvement, Staff Development, Team Management, Public Speaking, Human Resources, Recruiting, Leadership, Interviews, Succession Planning, Change Management
Education
University of California, Los Angeles 1994 — 1995
Certificate
San Diego State University-California State University 1986 — 1991
B.A.
Bank of the West June 2013 - Present
Artemis Networks October 2011 - May 2013
US Census Bureau March 2010 - July 2010
Skills
Data Analytics, Financial Analysis, Microsoft Excel, SQL, Sales Operations, Banking, Customer Service, Peoplesoft HRIS, Microsoft Office, Strategy, Linux, RF, Spectrum Analyzer, GNU Radio, Wireless, Power Meters, Signal Generators, Oscilloscope, Mobile Applications, Management
Education
San Francisco State University
Master of Science (M.S.), Finance/Management
Bank of the West May 2014 - Present
Total Wealth Management November 2005 - May 2014
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Insurance, Sales, Investment Management, Portfolio Management, Retirement, Public Speaking, Investment Strategies, College Funding..., Paraplanning, Investment Properties, Financial Analysis, Strategic Planning, Proposal Writing, Financial Planners, IRAs, Alternative Investments, Cash Flow, Financial Goals, Business Planning, 401k Rollovers, Financial Advisory, Superannuation, Retirement Savings, Risk Management, Real Estate, Small Business, Investment Advisory, Life Insurance, Uniform Combined State..., Income Protection, Certified Financial..., Personal Finance, Personal Financial..., Qualified Retirement..., Asset Management, Leadership, Real Estate Economics, Analysis, Financial Modeling, 457 Plans, Income for Life, Intergenerational..., Protection..., Tax Efficiency
Education
San Diego State University-California State University 2008 — 2010
Bachelor, Financial Services
North Stafford High School 1997 — 2001
Graduated with Honors
McKesson January 2015 - Present
McKesson March 2010 - January 2015
Wells Fargo 2009 - 2010
Self-Employed October 2008 - 2009
Haggin Marketing November 2007 - October 2008
Wells Fargo March 2007 - November 2007
Washington Mutual December 2006 - March 2007
PeoplePC September 2004 - June 2006
Union Bank of California June 2003 - September 2004
Bank of the West October 1999 - March 2003
Skills
Microsoft Excel, PowerPoint, SPSS, Access, Microsoft Word, Analytics, Database Marketing, Direct Marketing, Segmentation, Customer Acquisition, Product Management, CRM, Marketing Strategy, Product Marketing, Multi-channel Marketing, Strategic Planning, Strategic Partnerships, Data Analysis, Financial Modeling, Management, Forecasting, Analysis, Market Research, Leadership, Business Development, Marketing, Strategy, Training, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Consulting, Project Management
Education
Saint Mary's College of California 1999 — 2001
MBA, Finance
San Diego State University-California State University 1986 — 1989
BA, Economics
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - June 2013
Bank of the West May 2010 - March 2012
San Diego State University January 2008 - December 2009
WiseMan Construction June 2009 - August 2009
Integrated Sign Associates July 2007 - November 2007
Integrated Sign Associates June 2006 - December 2006
Pacific Trust Bank May 2002 - March 2006
Skills
Leadership, Team Building, Start-ups, Sales, Project Management, Management, Business Planning, Budgets, Program Management, Sales Management, Customer Service, Financial Analysis, Commercial Lending, Credit Analysis, Finance, Portfolio Management
Education
San Diego State University-California State University 2007 — 2009
Masters, MBA
San Diego State University-California State University 2000 — 2005
BS, Mathematics with emphasis in finance
Bank of the Sierra January 2015 - Present
Wells Fargo September 2012 - January 2015
Rabobank North America May 2010 - September 2012
Westamerica Bank May 2005 - May 2010
Valley Business Bank December 2000 - May 2005
Visalia Community Bank June 1998 - December 2000
Bank of the West June 1996 - June 1998
Skills
Loans, Credit, Underwriting, Analysis, Sales, Banking, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Team Building, Small Business Lending, Strategic Planning, Retail Banking, Real Estate, Credit Analysis, Finance, Management, Portfolio Management
Education
Pacific Coast Banking School 2004 — 2005
Commercial Lending Course
Sequoia Leadership/ Leadership Visalia 2003 — 2004
Organizational Leadership and Government
St. Mary's College of California 1992 — 1996
BS, Business Administration/Economics-Financial Concentration
Bank of the West November 2014 - Present
Wells Fargo June 2013 - July 2014
Job Connections February 2012 - June 2013
Experience Unlimited March 2012 - May 2013
Wells Fargo Enterprise Marketing June 2010 - January 2012
Wells Fargo Credit Card January 2005 - December 2009
Wells Fargo September 1999 - December 2004
Norwest Investment Services January 1999 - August 1999
Norwest Bank June 1996 - January 1999
Creative Communications Consultants March 1994 - February 1996
Skills
Creative Direction, Marketing Management, Production Managment, Copywriting, Marketing, Brand Management, Leadership, Social Media Marketing, Facebook, Integrated Marketing, Marketing Strategy, Marketing Communications, Advertising, Direct Marketing, Management, Public Relations, Budgets, Strategic Communications, Program Management, Sales, Event Planning, Vendor Management, Email Marketing, Product Marketing, Lead Generation, Graphic Design, New Business Development, Product Management, Corporate Branding, Team Management, Direct Mail, Trade Shows, Process Improvement, Social Media, Brand Development, Online Advertising, Online Marketing, B2B Marketing, Market Planning, Analytics, Brand Awareness, Market Research, Event Management, Newsletters, Time Management, Social Networking, Strategy, Digital Marketing, Internal Communications, Nonprofits
Education
University of Wisconsin-Oshkosh
BS, Journalism/Advertising
San Francisco State University
Social Media Certificate, Social Media Marketing
University of California, Berkeley - Extension
Graphic Design
Wells Fargo Insurance Services December 2012 - Present
Wells Fargo Insurance Services December 2012 - Present
Randstad May 2011 - December 2011
Bank of the West March 2010 - April 2011
Charles Schwab January 2006 - March 2009
All Star Consulting March 2003 - March 2005
Charles Schwab April 2000 - February 2003
Skills
Customer Service, Customer Relations, Vendor Management, RUP, Mentoring, Conflict Resolution, Team Building, Call Center, Compliance, Risk Management, Budgeting, Strategic Planning, Program Management, Problem Solving, Process Improvement, Customer Satisfaction, Team Leadership, Planning, Internal Controls, Change Management, Excel, Business Planning, Microsoft Office, Operations Management, Business Strategy, SOX, Hiring, Auditing, Audit, Contract Negotiation, Team Management, PMI, Cross-functional Team..., Financial Analysis, Teamwork, Negotiation, operational risk..., Training, Call Centers, Insurance, Coaching, Microsoft Excel, Budgets, Project Planning, Sarbanes-Oxley Act, Management, Business Analysis, Project Management, Financial Services, CRM
Education
San Francisco State University
BA, Economics
LPL Financial March 2013 - Present
BDO USA, LLP October 2010 - March 2013
Bank of the West November 2006 - June 2009
Skills
Auditing, GAAP, US GAAP, Internal Audit, External Audit, IFRS, Revenue Recognition, Financial Audits
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science in Business Administration, Accounting
Bank of the West January 2012 - Present
Niel Payments Consulting June 2010 - December 2011
MasterCard Worldwide December 1996 - March 2010
MasterCard International December 1992 - December 1994
MasterCard International December 1990 - December 1992
Kimpton Hotels and Restaurants February 1988 - December 1990
Skills
Business Development, Cross-functional Team..., Strategy, Strategic Planning, CRM, Analytics, Debit Cards, Product Development, Strategic Partnerships, Payments
Education
San Francisco State University 2011 — 2012
Social Media Marketing Certificate
University of California, Santa Barbara
BA
AVG Technologies August 2015 - Present
Axiom Consulting Group January 2015 - August 2015
Bank of the West September 2014 - January 2015
Hotwire May 2014 - July 2014
Gymboree December 2013 - May 2014
Aspera, Inc. July 2013 - November 2013
Axiom Consulting Group April 2010 - June 2013
Alchemy Search Partners August 2008 - October 2008
Accounting Advantage Executive Services July 2006 - July 2008
Peet's Coffee & Tea August 2004 - November 2005
Skills
Applicant Tracking..., Recruiting, Leadership, Contract Negotiation, Process Improvement, Client Representation, Technical Recruiting, ATS, Management, Interviews, Temporary Placement, Talent Acquisition, Executive Search, Screening
Education
St. Mary's College of California
Bachelor's, Government
Villanova University
Master's, Human Resources (in progress)
-
Bank of the West June 2013 - Present
CliniComp, Intl. April 2010 - June 2013
Millennium Laboratories 2010 - 2010
Education
San Diego State University-California State University 2005 — 2009
Business Administration, Information Systems
F&M Bank January 2014 - Present
First Republic Bank April 2012 - April 2013
Bank of the West February 2008 - June 2012
KeyBank July 2003 - February 2008
Union Bank 1998 - 2003
Skills
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting, Investment Properties, Asset Management, Banking, Credit, Real Estate Economics, Due Diligence, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Commercial Mortgages, Financial Risk, Credit Analysis, Business Development, Loan Origination, Mortgage Lending, Relationship Management, Investments, Analysis, Real Estate Financing, Cash Flow, Credit Risk, Financial Analysis, Mortgage Banking, Leases, Lines Of Credit, Investors, Strategic Financial..., Risk Management, Capital Markets, Syndications, Private Banking, Foreclosures, Disposition, Residential Homes, Real Estate Development, Commercial Banking, Small Business Lending, Commercial Lending, Financial Structuring, Finance
Education
University of Maryland Baltimore 2010 — 2011
Select Courses
San Francisco State University
Bachelor of Business Administration (BBA)
Bank of the West October 2014 - Present
Sabrosa Resturant & Umami Burger November 2013 - October 2014
Jack Morton Worldwide January 2014 - May 2014
Rice Paper Scissors October 2012 - February 2013
Olympic Club June 2012 - July 2012
Like A Little September 2010 - September 2011
My Blankee June 2010 - November 2010
Skills
Event Planning, Microsoft Excel, Event Management, Social Networking, Social Media Marketing, Public Speaking, Social Media, Hospitality, Management, Sales, Editing, Marketing, Catering, Menu Development, Microsoft Office, Trade Shows, Public Relations, Customer Service, research, Microsoft Word, PowerPoint
Education
San Francisco State University 2010 — 2014
Bachelor of Science (B.S.), Parks, Recreation and Leisure Studies
El Camino Real High School 2007 — 2010
UC Berkeley October 2014 - Present
Leisure Sports - Renaissance Club Sport October 2013 - Present
Episcopal Senior Communities January 2012 - March 2014
City of Oakland February 2008 - January 2012
KNN Public Finance February 2007 - February 2008
Bank of the West May 2006 - February 2007
Wachovia Securities May 2003 - May 2006
Skills
Forecasting, Cash Flow Management, Budgeting, Accounting, Budget, Project Planning, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fixed Income, Strategic Financial..., Analysis, Risk Management, Investments, Strategic Planning, Nonprofits, Business Strategy, Banking, Management, Economics, Finance, Managerial Finance, Budgets, Cash Flow, Corporate Finance, Internal Controls, Financial Planning
Education
St. Mary's College of California
B.S.E., Honors Finance and Economics
Winters High School
Valley Vision, Inc September 2015 - Present
Bank of the West December 2014 - February 2015
Bank of the West June 2014 - August 2014
Able Engineering June 2008 - December 2013
Skills
Economics, Marketing, Payroll, Business Strategy, Sales Management, Social Skills, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Social Media, Research, PowerPoint, Customer Service, Microsoft Word, Marketing Strategy, Spanish, Community Outreach, Market Research, Policy, Accounting, Social Networking, Teamwork, Management, Sales, Strategic Planning, Financial Analysis, Business Development, Data Analysis, Time Management, Data Entry, Windows, Critical Thinking, Outlook
Education
University of California, Berkeley 2013 — 2015
Bachelor of Science (B.S.), Environmental Economics and Policy, Senior
Saddleback College 2011 — 2013
Associate of Arts (AA), Economics
Crestwood Behavioral Health January 2015 - Present
Bank of the West August 2013 - November 2014
New Penn Financial, LLC August 2012 - August 2013
Wells Fargo January 2012 - August 2012
Wells Fargo January 2007 - December 2011
Skills
Bank Secrecy Act, AML, CTR, Mortgage Lending, Loss Mitigation, Foreclosures, Loan Modifications, Loans, Sales, Loan Origination, Refinance, FHA, Accounting, Auditing, Financial Analysis, Credit, Short Sales, Customer Service, Tax Returns, PowerPoint, VA loans, Microsoft Excel, Finance, Selling, Underwriting, Outlook, Bilingual, Cross Selling, Residential Mortgages, FHA financing, Real Estate, First Time Home Buyers, Commercial Lending, USDA, Investors, Financial Structuring, Collections, Data Analysis, Harp, Deed in Lieu, Loan Servicing, Client Relationship..., Client Retention..., Mortgage Servicing, Home Equity Loans, Microsoft Office, Sellers, Mortgage Underwriting, Portfolio Management, Financial Services
Education
St. Mary's College of California 2008 — 2011
Bachelor of Science (B.S.), Accounting
Tokay High School 2001 — 2005
E. & J. Gallo Winery January 2015 - Present
Bank of the West May 2013 - December 2014
Gensler February 2011 - May 2013
Oracle (acquired Sun Microsystems, Inc.) February 2010 - September 2010
Sun Microsystems, Inc. (acquired by Oracle) November 1988 - February 2010
Skills
Payroll, Management, ADP Payroll, Employee Benefits, Leadership, Sarbanes-Oxley Act, General Ledger, Process Improvement, Auditing, Mergers & Acquisitions, Human Resources, Accounting, Employee Relations, Project Management, Budgets, Time Management, Coaching, HRIS, Payroll Taxes, Benefits Administration, Account Reconciliation, Deferred Compensation, Vendor Management
Education
San Francisco State University
B.S., Accounting
Bank of the West January 2013 - Present
Arts 'n Graphs April 1996 - Present
Seldy Cramer Artists 2003 - 2015
Seldy Cramer Artists 2003 - 2015
Seldy Cramer Artists 2003 - 2015
Seldy Cramer Artists 2003 - 2015
Bank of America August 2007 - January 2013
Oracle Corporation March 2007 - August 2007
Fantasy Springs Resort Casino August 2005 - August 2006
Graphtek Advertising and Design September 2004 - August 2005
Skills
Web Design, Fluent English, Fluent Spanish, Adobe Creative Suite, User-centered Design, Experience Design, Information Design, Spanish, HTML, CSS, Email Marketing, English, InDesign, Brochures, Corporate Branding, Photoshop, Social Media, Usability, User Experience Design, Advertising, Dreamweaver, WordPress, Direct Mail, ActionScript, Mac, Newsletters, Illustrator, Art, Graphics, Visual Design, Logo Design, Flash, CMS, Wireframes, Branding & Identity, Typography, Wire Framing, Posters, Adobe Fireworks, Graphic Design, Medical Translation
Education
San Francisco Conservatory of Music 1991 — 1993
Master
San Francisco Conservatory of Music 1988 — 1991
Bachelor
Bank of the West December 2010 - Present
Wells Fargo Bank January 2009 - November 2010
Wachovia, A Wells Fargo Company April 2007 - December 2008
World Savings February 2005 - February 2007
World Savings October 1996 - January 2005
Hotel Information Systems September 1994 - January 1997
Skills
Financial Modeling, Banking, Financial Reporting, Forecasting, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Management, Budgets, Leadership, Analysis, Internal Audit, Executive Management, Strategic Planning, Analytics, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA, Corporate Finance
San Diego State University-California State University 1987 — 1992
BS, Finance
Bank of the West January 2012 - Present
Skills
Banking, Risk Management, Wealth Management, Team Leadership, Management, Trust Services, Trust Management, Compliance
Education
St. Mary's College of California 1996 — 1998
Bachelor's degree, Business Administration and Management, General
Bank of the West February 2014 - Present
Bank of America October 2012 - April 2013
Hewlett-Packard February 2011 - June 2012
Amdocs May 2007 - January 2009
AT&T April 1999 - May 2007
OSI (Objective Systems Integrators) November 1996 - January 1999
Foundation Health July 1995 - August 1996
Skills
Unix, Perl, SQL, Cloud Computing, ETL, Ksh, Oracle, Software Development, Testing, SDLC, Requirements Analysis, Business Process..., SAS programming, Software Quality..., Telecommunications, Integration, Test Automation, DB2, PL/SQL, Shell Scripting, Unix Shell Scripting, Quality Assurance, Databases, Java, Linux, XML, MySQL, Visio, C, Solaris, System Administration, Programming, SAS Programming, SAS, SAS Base
Education
Saint Mary's College of California 1991 — 1992
MBA, Business Administration
University of Missouri-Rolla 1970 — 1974
B.S., Civil Engineering
Bank of the West July 2001 - Present
Dai-Ichi Kangyo Bank, Ltd., Los Angeles Branch June 1988 - February 1999
Education
Saint Paul University 1975 — 1979
Charles Schwab March 2015 - Present
Bank of the West October 2013 - March 2015
Acumen Solutions May 2010 - October 2013
crmOrbit/energyOrbit August 2009 - April 2010
Salesforce.com 2003 - 2008
MarketTools 2002 - 2003
Visa USA 2002 - 2002
Audiobase 1999 - 2001
Bank of America 1994 - 1999
Skills
Business Strategy, Business Analysis, Management, Consulting, Change Management, Business Process, Program Management, Project Management, Integration, Salesforce.com, Cross-functional Team..., Start-ups, Project Planning, IT Strategy, Leadership, Business Process..., CRM, Training, SaaS, Cloud Computing, Vendor Management, Networking, Enterprise Software, Project Portfolio..., SDLC, Strategy, Software Project..., Business Intelligence, Management Consulting, IT Management, PMP
Education
UC Berkeley Extension 2009 — 2012
Certificate Programs Completed:, Project Management, Business Process Management
St. Mary's College of California 2007 — 2009
MBA
University of California, Berkeley
BA, Political Economics
Webb School of California
High School Diploma, n/a
First Bank January 2012 - Present
First Bank October 2003 - Present
Bank of the West April 1994 - October 2003
Wells Fargo 1984 - 1989
Skills
Financial Analysis, Banking, Executive Management, Commercial Banking, Loans, Commercial Lending, Investments, Strategic Financial..., Corporate Finance, Finance, Risk Management, Sales, Lines Of Credit, Mergers, Financial Services, Cash Management, Strategic Planning, Middle Market, Mergers & Acquisitions, Financial Reporting, Small Business Lending, Credit, Team Building, Portfolio Management, Financial Modeling, Management, Treasury Management, Due Diligence, Leadership
Education
San Diego State University-California State University 1989 — 1992
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Terabitz August 2008 - Present
Financial Title Company February 2006 - July 2008
Financial Title Company January 2004 - February 2006
AutoClerk, Inc December 1999 - January 2004
AutoClerk, Inc March 1989 - December 1999
Best Western Country Inn September 1986 - December 1999
Bank of the West October 1983 - August 1986
Skills
Real Estate, Software Project..., Product Development, Training, Software Documentation, Software Development, Sales, Selling, New Business Development, Salesforce.com, Management, Project Management, Marketing, Budgets, Customer Service, Coaching, Marketing Strategy, Account Management, Business Development, Employee Training, Microsoft Office, Microsoft Excel, Cloud Computing, Online Advertising, Negotiation, Business Intelligence, Sales Management, Start-ups, CRM, Product Management, Online Marketing, SaaS, Entrepreneurship, Leadership, Mobile Applications, Strategic Partnerships
Education
Saint Mary's College of California 1979 — 1983
Bachelor of Science, Business Administration with a background in Economics
Dish Network May 2014 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. February 2014 - May 2014
Bank of the West March 2009 - February 2014
UBS Wealth Management January 2007 - January 2009
Ford Motor Company January 2005 - January 2007
Ford Motor Company January 2002 - January 2005
Ford Motor Company January 2000 - January 2002
Ford Motor Company January 1999 - January 2000
Plast-O-Meric, Inc January 1995 - January 1998
Plast-O-Meric, Inc January 1993 - January 1995
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Portfolio Management, Risk Management, Investments, Credit, Corporate Finance, Financial Reporting, Banking, Credit Analysis, Financial Services, Process Improvement, Valuation, Forecasting, Management, Financial Planning, Analysis
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Analytic Finance and Strategic Management
Rose-Hulman Institute of Technology 1989 — 1993
Bachelor’s Degree, Chemical Engineering
Bank of the West August 2009 - Present
Bank of the West June 2005 - August 2009
City National Bank 2000 - 2005
Mellon 1st Business Bank 1995 - 2000
Union Bank of California (Los Angeles) 1994 - 1995
Skills
Loans, Real Estate Economics, Commercial Lending, Credit Analysis, Credit, Loan Origination, Real Estate, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Banking, Investments, Banking, Small Business Lending, Lines Of Credit, Asset Managment, Disposition
Education
Pacific Coast Banking School 2010 — 2012
Two Year Graduate Banking Program, Banking
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Entrepreneurial Studies/Real Estate Finance
San Diego State University-California State University 1988 — 1991
B.S., Business Administration
Catherine Janigian Communications May 2011 - Present
Wells Fargo co September 2010 - May 2011
Wells Fargo September 2009 - March 2011
Bank of the West December 1989 - June 2009
Skills
Marketing Communications, Vendor Management, Direct Marketing, Banking, Marketing, Strategic Planning, Advertising, Project Management, Direct Mail, Program Management, Internal Communications, Integrated Marketing, Marketing Strategy, Team Building, Online Advertising, Financial Services, Business Strategy
Education
Saint Mary's College of California 1986 — 1987
MBA, Business/Marketing
University of California, Berkeley
B.S., Social Science
Bank of the West June 2014 - Present
U S Navy November 1996 - Present
Chase Bank February 2010 - June 2014
VA Medical Center March 2008 - February 2010
fremont investment and loan March 2005 - October 2007
Skills
Leadership, Training, Banking, Risk Management
Education
San Diego State University-California State University
Bank of the West November 2010 - Present
JLC Consulting, Wells Fargo 2010 - 2010
Countrywide Financial August 2004 - February 2008
Wells Fargo February 1999 - July 2004
Citibank July 1983 - February 1999
Skills
Banking, IT Management, Management, Executive Management, Risk Management, Project Portfolio..., Leadership, Project Management, Vendor Management, Quality Assurance, PMO, Credit, Program Management, Strategy, Cross-functional Team..., Relationship Management, Strategic Planning, Change Management, SDLC, Marketing, Team Management, Account Management, Budgets, Information Technology, Mergers & Acquisitions, Portfolio Management, Financial Services, Finance, Disaster Recovery, Customer Service, Process Improvement, Business Analysis
Education
Saint Mary's College of California 1994 — 1996
BA, Management
Bank of the West December 2010 - Present
California Bank and Trust February 2007 - November 2010
T.N & Services 2003 - 2007
The Money Store 1997 - 2000
The Money Store 1995 - 1997
Skills
Real Estate, Mortgage Lending, Sales, Commercial Lending, Commercial Real Estate, Small Business, Residential Homes, Loans, Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loan Origination, Underwriting, Refinance, Notary Public, Finance, Bridge Loans, Coaching, Funding, Negotiation, Mutual Funds, Team Building
Education
Sacramento City College
Entrepreneurial and Small Business Operations
Province Group, LLC 2001 - Present
Canyon Property Company, LLC 1999 - Present
TMC Development 1999 - 2001
CoreWest Banc 1996 - 1999
CCL Holdings LLC 1992 - 1996
AM Homes 1990 - 1991
Birtcher Real Estate Group 1986 - 1991
Bank of the West 1983 - 1985
Skills
Real Estate Economics, Real Estate Development, Disposition, Real Estate, Investment Properties, Real Estate Transactions, Entitlements, Land Acquisition, Due Diligence, Residential Homes, Investors
Education
San Diego State University-California State University
BS Business Administration, Finance
Sturdevant Enterprise July 2014 - Present
AboveTheLip LLC March 2013 - July 2014
Let's Get Personal August 2010 - January 2013
Umpqua Bank August 2008 - November 2009
Bank of the West June 2004 - August 2007
Skills
Marketing Strategy, Microsoft Office, Commercial Banking, Financial Analysis, Fitness Training, Underwriting, Golf Fitness, Project Management, Leadership, Computers, Technology, Corel Draw, Adobe Creative Suite, volunteer, OS X, OEMs, CRM, Snowboarding, Business Development, Crowdfunding, Entrepreneurship, Sales, Customer Service
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Arts (BA), Finance, General
The Clorox Company December 2012 - Present
Bank of the West August 2009 - December 2012
Bank of the West April 2008 - August 2009
bebe Stores, Inc. January 2007 - April 2008
ADP September 1998 - December 2006
ProBusiness Services, Inc. September 1998 - December 2003
Skills
ADP Payroll, Multi-state Payroll, Client Services, Vendor Relations, Project Implementation, Project Execution, Account Management, SaaS, PeopleSoft, Project Management, Financial Services, Outsourcing, Employee Benefits, Process Improvement, Training, Payroll, Benefits Administration, Sales, Multi-State Sales Tax, Cross-functional Team..., Human Resources, Analysis, Financial Analysis, Integration, Management, Product Management, HRIS, Quality Assurance, Performance Management, Leadership, Banking, Onboarding
Education
St. Mary's College of California 1994 — 1998
Bachelor of Arts (BA), Business/Corporate Communications
Bandwagon Network Radio May 2014 - Present
infofree.com February 2013 - Present
Bank of the West February 2012 - February 2013
Infogroup October 2008 - June 2011
MPC Corporation July 2008 - October 2008
Gateway April 2007 - January 2008
Walmart.com 2006 - 2007
Sioux City Ford 2004 - 2005
Gentry Finance 2003 - 2004
Gateway 2000 1990 - 2002
Skills
Salesforce CRM, Customer Relations, Teaching, PC maintenance, Technical Documentation, Blackberry, Problem Solving, Social Networking, Wireless Networking, Facebook, Mentoring, Cross-functional Team..., Web Applications, Time Management, Customer Satisfaction, Internet, Professional Networking, Product Knowledge, Issues Management, Salesforce.com, Customer Service, Computer Hardware, Analysis, Sales, Hardware, Business Development, Data Analysis, Call Centers, Email Marketing, Public Relations, Technical Support, CRM, Account Management, Management
Education
Salt Lake Community College 2002 — 2002
diploma, Stategic Planning and General Management
Western Iowa Tech Community College 1987 — 1989
Associate of Applied Science, Electronic Engineering
Kingsley-Pierson 1978 — 1982
Innovative Bank December 2009 - Present
East West Bank September 2006 - November 2009
Bank of the West August 2001 - September 2006
Cashgate, Inc December 2000 - July 2001
Accountemps July 2000 - December 2000
Accountemps November 1999 - June 2000
Bank of America April 1998 - July 1999
Bank of America February 1995 - April 1998
Bank of America September 1991 - February 1995
Skills
Risk Management, Internal Controls, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Banking, Risk Assessment, Accounting, Fraud, Bank Secrecy Act, Finance, Financial Reporting, Auditing, Training, Credit, Financial Services, Business Process, Enterprise Risk..., Process Improvement, Operational Risk, Microsoft Excel, Operational Risk..., AML, Treasury Management, Analysis, Leadership, Portfolio Management, Loans, Payroll, Budgets, Management, Cash Management, OFAC, IT Audit, Credit Risk, Commercial Banking, Corporate Finance, SEC filings, Sarbanes-Oxley, Fraud Detection, Due Diligence, Financial Institutions, COSO, GAAP, Corporate Governance, Software Documentation, USA PATRIOT Act, External Audit, Mergers & Acquisitions
Education
Saint Mary's College
Bachelor of Science Degree, Business Administration and Economics
Silicon Valley College
Diploma, Web Design
MidCountry Bank March 2015 - Present
JPMorgan Chase March 2008 - March 2015
Bank of the West 2006 - 2008
Wells Fargo April 1981 - April 2006
Skills
Banking, Commercial Lending, Corporate Finance, Portfolio Management, Investments, Cash Management, Credit, Strategic Financial..., Finance, Commercial Banking, Relationship Management
Education
Saint Mary's University of Minnesota
BS, Telecommunications Management
Bank of the West June 2014 - Present
City National Bank October 2012 - June 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo Bank June 1994 - August 2011
Skills
Electronic Payments, ACH, Banking, Payments, Treasury Management, Leadership, Risk Management, Internet Banking, Commercial Banking, Cash Management, Relationship Management, Credit Cards, Financial Services, Business Process, Analysis
Education
San Diego State University-California State University 1987 — 1992
BS, Psychology
TIAA-CREF September 2015 - Present
Bank of the West October 2013 - September 2015
LPL Financial - North Island Credit Union May 2010 - October 2013
The Hartford November 2008 - May 2010
Century 21 United Brokers 2008 - 2009
Trilogy Financial Services January 2008 - October 2008
Tibro Realty and Prime Source Lending February 2005 - March 2008
Skills
Series 7, Series 63, Certified Financial..., French, CFP (R), Financial Advisory, Retirement, Investments, Retirement Planning, Variable Annuities, IRAs, 401k Rollovers, Series 65, Mutual Funds, 401k, Life Insurance, Wealth Accumulation, 529 Plans, Investment Strategies, Alternative Investments, Universal Life, Personal Financial..., Investment Advisory, Securities, Long Term Care Insurance, Investment Management, Wealth, Long-term Care, Term Life Insurance, Financial Services, Retirement Savings
Education
San Diego State University-California State University 2010 — 2012
Certificate, Executive Financial Planner Certificate Program
San Diego State University-California State University 2004 — 2006
B/A, Political Sciences
Bank of the West January 2014 - Present
Bank of the West January 2005 - December 2013
Bank of the West August 1997 - January 2005
Price Waterhouse 1991 - 1997
Office of Thrift Supervision 1989 - 1991
Federal Reserve Bank of San Francisco 1985 - 1989
Skills
Banking, Data Analysis, Financial Analysis, Finance, Risk Management, Management, Commercial Banking, Loans, Financial Modeling, Credit, Portfolio Management
Education
Saint Mary's College of California 2005 — 2010
MA, Liberal Studies
University of Nebraska-Lincoln 1979 — 1983
BS, Finance
Comerica Bank April 2013 - Present
Bank of the West February 2012 - March 2013
Clifford Shank & Associates June 2009 - January 2012
Indymac Bank April 2007 - May 2009
Unicon Financial Services, Inc. June 2003 - April 2007
Skills
Credit, Loans, Banking, Credit Risk, Credit Analysis, Financial Risk, Due Diligence, Valuation, Commercial Banking, Internal Audit, Lines Of Credit, Trade Finance, Analysis, Underwriting, Mortgage Lending
Education
San Diego State University-California State University
Finance, Business Administration
Findley Financial Group (Lincoln Financial Advisors) October 2012 - September 2014
Copy & Postal Express January 2009 - September 2012
Kaiser Permanente May 2010 - May 2011
Charles Schwab & Bank of the West September 2006 - December 2008
Bank of the West September 2006 - December 2008
NF COMMUNICATIONS INC. March 2003 - August 2006
Skills
Analysis, Training, Data Analysis, Budgets, Marketing, Time Management, Customer Service, Finance, Access, Microsoft Excel, Human Resources, Microsoft Word, Accounting, Bookkeeping, Calendaring, Skilled Multi-tasker, Cost Control, Project Management, Special Events..., Team Building, Research, Vendor Relationship..., Conflict Resolution, Corrective Actions, Morningstar, QuickBooks, GoldMine CRM, PeopleSoft, Salesforce.com
Education
San Francisco State University 2006 — 2008
MBA, Finance
San Francisco State University 2000 — 2004
BS, Business Administration, minor in Finance
Plumas Bank September 2013 - Present
Bank of the West July 2000 - July 2013
Skills
Portfolio Management, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Consumer Lending, Commercial Banking, Underwriting, Commercial Lending, Credit Risk, Budgets, Retail Banking, Mortgage Banking, Commercial Mortgages, Mortgage Lending, Cash Management, Residential Mortgages, Financial Risk, Deposits, Lines Of Credit, Loss Mitigation, Financial Services, Risk Management
Education
San Diego State University-California State University 1997 — 2000
BBA, Finance
U.C. Berkeley January 2008 - Present
Umpqua Bank August 2009 - August 2010
City National Bank December 2004 - July 2008
Bank of the West April 1978 - June 2002
Skills
Foreign Exchange Risk..., FX trading, Capital Markets, Business Development, Cross-functional Team..., Written & Oral..., Communication Training, College Teaching, Business Ethics
Education
St. Mary's College of California 2003 — 2004
Executive MBA
University of California, Irvine 1973 — 1974
Seconday Teaching Credential, French & History
University of California, Irvine 1969 — 1973
Bachelor of Arts (B.A.), French Language and Literature
Bank of the West April 2015 - Present
Security Service Federal Credit Union June 2013 - Present
International Bank of Commerce October 2010 - May 2013
Washington Mutual Card Services March 2007 - February 2009
PSCU Financial Services 2007 - 2007
GM Card Services 1999 - 2005
Education
Rollins College
Shambhala Center San Antonio
University of Central Florida
The Interface Financial Group September 2010 - Present
Irwin Home Equity 2005 - 2008
GreenPoint Mortgage 2004 - 2005
First Horizon Mortgage 2003 - 2004
Bank of the West 1996 - 2003
Skills
Finance, Construction, Factoring, Accounts Receivable, Invoice Finance
Education
Saint Mary's College of California 1977 — 1981
B.A., Economics
Saint Mary's College of California
Rabobank October 2014 - Present
Umpqua Bank October 2011 - October 2014
Bank of the West November 2008 - October 2010
Bank of the West 2004 - 2008
Bank of Stockton 1997 - 2004
Wells Fargo 1987 - 1997
Skills
Banking, Small Business Lending, Wealth Management, Private Banking, Wealth Management..., Credit Analysis, Risk Management, Investments, Portfolio Management, Retirement Planning, Loans, Retail Banking, Commercial Banking, Financial Analysis, Strategic Financial..., New Business Development, Consumer Lending, Mortgage Lending, Commercial Lending, Investment Advisory, Relationship Management, Series 7, Financial Services, Loan Origination, Treasury Management, Financial Planning, Securities
Education
American Bankers Association
Certified Trust and Financial Advisor
CFA Institute
Chartered Financial Analyst
Saint Mary's College of California 1986 — 1987
mba
University of San Francisco
Bank of the West January 1992 - Present
Skills
Internet Banking, Credit, Loans, Banking
Education
Saint Mary's College 1978 — 1982
bs, business
Saint Mary's College of California 1978 — 1982
bs, Business
First Republic Bank November 2013 - Present
Management Consultants of Kansas City January 2013 - December 2013
Bank of the West January 2012 - November 2012
Bank of America February 2003 - December 2011
CIBC February 2001 - February 2003
Bank of America November 1980 - January 2001
Skills
Credit Cards, ACH, Financial Risk, Human Resources, Analytics, Banking, Operations Management, Logistics Management, ATM networks, Call Center, Risk Management, Strategic Financial..., Call Center Development, Commercial Lending, Operational Risk, Branch Banking, Call Centers, Commercial Banking, Credit, Credit Analysis, Credit Risk, Executive Management, Executive Search, Financial Services, Internal Controls, Internet Banking, Loans, Management, Management Consulting, Portfolio Management, Project Portfolio..., Small Business Lending, Strategy, Treasury Management, Wealth Management, Relationship Management, Recruiting
Education
St. Mary's College of California 2001 — 2003
Bachelor's Degree, Business Administration, Management and Operations
Calhi
MUFG in the Americas July 2011 - Present
Bank of the West February 2011 - July 2011
Bank of the West June 2006 - May 2011
Bank of the West August 2005 - June 2006
Bank of the West December 2004 - August 2005
Bank of the West (formerly Community First National Bank) August 1998 - December 2004
Bank of the West (formerly Community First National Bank) September 1997 - August 1998
Skills
Process Improvement, General Ledger, Banking, Finance System..., Business Analysis, Account Reconciliation
Education
Saint Mary's College of California 2010 — 2012
MBA, Business
University of Mary 2001 — 2003
Bachelor, Science Management
Moorhead State University 1993 — 1996
N/A, English/Communications
Bank of the West February 2012 - June 2014
FDIC July 2011 - January 2012
Provident Funding Associates L.P. October 2009 - May 2011
Bainbridge Capital January 2009 - May 2009
Morgan Stanley Wealth Management August 2008 - December 2008
Skills
Risk Management, Financial Analysis, Portfolio Management, Credit, Banking, Bloomberg, Corporate Finance, Investments, SAS, SQL, Fixed Income, Mortgage Lending, Bloomberg Terminal, SNL, Credit Edge (Moody's..., Visual Basic, Credit Analysis, Valuation
Education
St. Mary's College of California 2010 — 2012
M.S., Financial Analysis and Investment Management, 3.7
San Diego State University-California State University 2005 — 2009
Business Administration, Finance
Cambay Group September 2005 - February 2015
Bank of the West November 2004 - August 2005
CoStar Group February 2003 - June 2004
ANN TAYLOR LOFT July 2001 - June 2004
Skills
Customer Service, Notary Public, Corporate Communications, PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Marketing, Event Management, Administrative..., Accounts Receivable, Accounts Payable, Petty Cash, Microsoft Word, Accounting, Finance, Sales, Management, Banking, Invoicing, Time Management, CRM, Outlook, Real Estate, Spreadsheets, Office Management, Process Scheduler, Office Administration, Project Planning, Administrative...
Education
University of Phoenix
Bachelor's degree, Business Management
San Diego State University-California State University 1997 — 2001
Biology, General
Fiserv December 2009 - Present
Bank of the West July 1998 - December 2009
Education
Salt Lake Community College 1989 — 1991
Associate's degree, Majoring in Accounting
Bank of the West August 2011 - Present
Farmers Insurance Group of Companies September 1992 - December 2005
Education
San Diego State University-California State University 1982 — 1984
N/A, Biology
Guesttogether.com 2010 - Present
Anka Behavioral Health, Inc. June 2009 - Present
Bank of the West 1997 - 2009
Skills
Mortgage Lending, Banking, Small Business Lending, Strategic Financial..., Commercial Banking, Commercial Mortgages, Leadership
Education
St. Mary's College of California 1968 — 1972
Bachelor of Arts (B.A.)
Plaza Bank June 2009 - Present
Bank of the West April 2002 - April 2002
Sanwa Bank January 1989 - April 2001
Skills
Mergers & Acquisitions, Small Business Lending, Underwriting, Commercial Lending, Banking, Vendor Management, Credit Analysis, Risk Management, Commercial Banking, Loans, SBA, Mortgage Lending, Executive Management, Consumer Lending, Commercial Mortgages, Portfolio Management, Financial Analysis, Cash Management, Credit, Asset Based Lending, Investments, Process Improvement, Loan Origination, Leadership, Treasury Management, Retail Banking
Education
San Diego State University-California State University
BS, Finance
Bank of the West January 2006 - Present
US Bank August 2004 - December 2006
Skills
Lines Of Credit, Commercial Lending, Small Business Lending, Small Business, Retail Banking, Commercial Banking, Mortgage Lending, Loans, Credit, Banking, Consumer Lending, Deposits, Cross Selling, Home Equity Lines of..., Home Equity Loans, Credit Cards, Branch Banking, AML, Refinance, Residential Mortgages, Relationship Management, Bank Secrecy Act
Education
San Diego City College 2001 — 2002
Mathematics, Education
Bank of the West August 2013 - Present
Bank of the West December 2010 - August 2013
Working Capital Company, Inc January 2006 - June 2010
Working Capital Company, Inc September 2004 - January 2006
Working Capital Company, Inc December 2001 - September 2004
CSG Better Hearing Center September 2001 - December 2001
John Muir Health Network October 1997 - February 2001
Education
Saint Mary's College of California 1999 — 2001
Bachelor, Business Administration
Saint Mary's College of California
Bachelor of Science, Business Administration
Bank of the West July 2012 - Present
Roma Food September 2010 - July 2012
Green Tree Servicing May 2009 - June 2010
Irwin Home Equity April 2006 - May 2009
Irwin Home Equity April 2001 - April 2006
Skills
Finance, Banking, Microsoft Excel, Foreclosures, Research, Mortgage Lending, Loss Mitigation, Default, Underwriting, Sales, Loans, Risk Management, Credit, Project Management, Insurance, Outlook, Customer Service, REO, Access, Process Improvement
Education
Miramar College 1990 — 1991
San Diego Mesa College 1990 — 1991
County of Sacramento Lease AdministratorUS BankOctober 2005 - January 2011
Bank of the West September 2002 - September 2005
Skills
Banking, Financial Analysis, Finance, Credit, Real Estate Economics, Portfolio Management, Credit Analysis
Education
Sacramento City College 2015 — 2017
General Studies
Bank of the West January 2015 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo November 2009 - 2012
Wells Fargo 2006 - 2009
Wells Fargo 1997 - 2006
First Interstate Bank 1993 - 1996
First Interstate Bank and Bank of America 1985 - 1993
Skills
Sales, Mergers, Treasury Management, Credit, Loans, Financial Services, Mergers & Acquisitions, Management, Project Management, Banking, Commercial Banking, Risk Management, Portfolio Management, Relationship Management, Cash Management
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.), Marketing and Finance
University of Illiniois
BA, Finance
Bank of the West September 2008 - Present
Bank of the West September 2000 - Present
Wells Fargo Bank January 1990 - September 2000
Skills
Financial Risk, Customer Service, Management, Leadership, Microsoft Office, Process Improvement, Training, Financial Analysis, Operations Management, Business Analysis
Education
San Diego State University-California State University 1979 — 1985
Bachelor's Degree, P.E. Dance, 3.0
San Diego State University-California State University 1976 — 1979
Bachelor's degree, P.E. Dance
TPG TeleManagement August 2011 - Present
Bank of the West June 2009 - September 2011
Innovation research March 2009 - June 2010
Ford Motor Company October 1990 - December 2005
Skills
Negotiation, System Administration, Credit, Banking, Call Center, Customer Service, Loans, Credit Cards, Credit Analysis, Customer Satisfaction, Risk Management, Process Improvement, Financial Analysis, Cash Management, Mortgage Lending
Education
San Diego State University-California State University 1978 — 1979
na
BLAIR High School 1974 — 1977
yes, English.Economics, Math
Bank of the West 1998 - Present
Skills
Microsoft Office, Research, Public Speaking, Teaching, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Word, Higher Education, Event Planning, Editing, Project Management, Nonprofits, Data Analysis
Education
UCLA 1967 — 1971
San Diego State University-California State University
Master of Business Administration (MBA)
MET Construction, Inc November 2008 - Present
Bank of the West October 2008 - Present
Bank of the West October 2008 - Present
Bank of the West October 2008 - Present
Commercial Federal Bank June 2003 - October 2004
Citizens Bank June 2002 - June 2003
New Accounts Rep January 1992 - January 2002
Skills
Accounts Receivable, Banking, Deposits, Customer Service, Payments, Invoicing, Accounts Payable, Credit Cards, Payroll, Access, Loans
Education
Southwest University of Visual Arts
Fine Arts, Fine Art
Bonita Beauty College
El Modena High School
Saddleback College
Bachelor of Arts
University of Phoenix
Bachelor of Science, Human
University of Phoenix
Bachelor of Science (B.S.)
Congregation Netivot Shalom October 2014 - Present
Temple Em September 2013 - Present
Shalom School preschool September 2014 - July 2015
Adath Israel Congregation September 2012 - June 2014
Anshey Sfard Congregation September 2009 - June 2014
Brena Berger Adath Israel Preschool March 2012 - June 2013
Oriel July 2006 - November 2010
Bank of the West January 2005 - May 2006
Phonokol Ltd. January 1994 - January 2003
Skills
Teaching, Public Speaking, Research, Microsoft Office, Social Media, Strategic Planning, Event Planning, Customer Service, Non-profits, Microsoft Word, Fundraising, Team Leadership, Staff Development, Project Management, Business Strategy, Nonprofits, Management, Marketing, Public Relations, Coaching, Leadership, Event Management, Sales, Entrepreneurship
Education
Saddleback College 2015 — 2015
Early Childhood Education and Teaching
City College of San Francisco 2013 — 2013
Early Childhood Education and Teaching
Singalovsky College - Israel 2001 — 2002
certificate, International Business
Tel Aviv University 2000 — 2001
certificate, Managing, Marketing and Advertising
Bank of the West April 2003 - April 2009
Sumitomo Bank of CA October 1977 - October 1999
Education
San Francisco State University 1976 — 1977
Bachelor's degree, Family and Consumer Sciences/Human Sciences
San Diego State University-California State University 1975 — 1976
Family and Consumer Economics and Related Studies
Bank of the West March 2012 - August 2012
Wegmans Food Markets November 2008 - March 2012
Skills
Python, Django, JavaScript, Node.js, Express.js, HTML, CSS, Java, C, SQL, MySQL, PostgreSQL, Redis, MongoDB, Linux, Data Structures, Algorithms, Software Engineering, Web Development, Mobile Development, Android Development, Systems Programming, Git
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor’s Degree, Computer Science
Mercury Insurance January 2014 - Present
Bank of the West 2010 - 2014
Skills
Microsoft Office, Customer Service
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Science (BS), Biology
Bank of the West 2014 - Present
California Bank and Trust March 2009 - December 2011
Skills
SBA 504, 7a and..., Loan Origination, Organizational..., Organizational...
Education
Sacramento City College 1986 — 1987
Entrepreneurial and Small Business Operations
Lindquist LLP 2015 - Present
Bank of the West June 2015 - September 2015
Bank of the West July 2014 - May 2015
Bank of the West April 2011 - June 2014
Saint Mary's College of California September 2010 - August 2011
Skills
Customer Service, Financial Services, Microsoft Office, Microsoft Excel, Economics, Cash Handling Experience, Networking, Organization, Quantitative Research
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Economics