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
Employee
Years
Job
Industry
Shannon Pettus Shannon Pettus's Bank of the West Experience June 2013 - Present
Job Dealer Account Manager, Bank of The West
Industry Automotive
Experience
Bank of the West June 2013 - Present
Joe Myers Ford September 2012 - December 2012
Planet Ford February 2012 - September 2012
Ford Motor Credit Company November 2004 - January 2012
Ford Motor Credit Company April 2008 - April 2009
Ford Motor Credit Company November 2004 - April 2008
Ford Motor Credit Company March 2002 - November 2004
Ford Motor Credit Company October 2001 - March 2002
Ford Motor Credit Company August 2000 - October 2001
Skills
Financial Analysis, CRM, Six Sigma, Credit Analysis, Relationship Management, Vehicles, Coaching, Automotive, Finance, Customer Service, Sales, Team Management, Contract Negotiation, Credit, Training, Customer Satisfaction, Retail, Team Building, Process Improvement, Account Management, Risk Management, Loans, Consumer Lending, Dealers, Business Development, Sales Process, Automobile, Team Leadership, Negotiation, Leadership, Management, Automotive Aftermarket, Reynolds, F&I, Dealer Relationships, Retail Automotive, Automotive Sales..., Dealer Track, Vehicle Leasing, Customer Retention, Budgets, Sales Management, Selling, New Business Development, Profit, Analysis, Competitive Analysis, Forecasting, Banking, Portfolio Management
Education
ETHOS 2012 — 2012
VAN TUYL 2012 — 2012
Finance School
Texas Tech University 1987 — 1992
Communication Studies
Idalou 1983 — 1987
Bank of the West June 2013 - Present
Joe Myers Ford September 2012 - December 2012
Planet Ford February 2012 - September 2012
Ford Motor Credit Company November 2004 - January 2012
Ford Motor Credit Company April 2008 - April 2009
Ford Motor Credit Company November 2004 - April 2008
Ford Motor Credit Company March 2002 - November 2004
Ford Motor Credit Company October 2001 - March 2002
Ford Motor Credit Company August 2000 - October 2001
Skills
Financial Analysis, CRM, Six Sigma, Credit Analysis, Relationship Management, Vehicles, Coaching, Automotive, Finance, Customer Service, Sales, Team Management, Contract Negotiation, Credit, Training, Customer Satisfaction, Retail, Team Building, Process Improvement, Account Management, Risk Management, Loans, Consumer Lending, Dealers, Business Development, Sales Process, Automobile, Team Leadership, Negotiation, Leadership, Management, Automotive Aftermarket, Reynolds, F&I, Dealer Relationships, Retail Automotive, Automotive Sales..., Dealer Track, Vehicle Leasing, Customer Retention, Budgets, Sales Management, Selling, New Business Development, Profit, Analysis, Competitive Analysis, Forecasting, Banking, Portfolio Management
Education
ETHOS 2012 — 2012
VAN TUYL 2012 — 2012
Finance School
Texas Tech University 1987 — 1992
Communication Studies
Idalou 1983 — 1987
Jeremy Winfrey's Bank of the West Experience March 2014 - Present
Job Vice President Senior Cash Management Consultant
Industry Banking
Experience
Bank of the West March 2014 - Present
Bank of the West December 2013 - March 2014
Bank of the West October 2012 - November 2013
UMB Bank August 2011 - November 2012
UMB Bank November 2010 - August 2011
UMB Bank August 2009 - October 2010
Skills
Commercial Banking, Banking, Cash Management, Portfolio Management, Financial Analysis, Treasury Management, Treasury, Treasury Services, Marketing, Cross Selling, Payments, Credit Cards, Project Management, Product Management, Analysis
Education
The University of Kansas 2004 — 2009
Bachelors, Psychology Major, Business Minor
Bank of the West March 2014 - Present
Bank of the West December 2013 - March 2014
Bank of the West October 2012 - November 2013
UMB Bank August 2011 - November 2012
UMB Bank November 2010 - August 2011
UMB Bank August 2009 - October 2010
Skills
Commercial Banking, Banking, Cash Management, Portfolio Management, Financial Analysis, Treasury Management, Treasury, Treasury Services, Marketing, Cross Selling, Payments, Credit Cards, Project Management, Product Management, Analysis
Education
The University of Kansas 2004 — 2009
Bachelors, Psychology Major, Business Minor
Julie Gu's Bank of the West Experience June 2012 - December 2012
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
HFF June 2013 - December 2013
Bank of the West June 2012 - December 2012
Skills
Banking, Commercial Real Estate, Real Estate Financing, Debt Restructuring, Microsoft Office, Economics, Microsoft Excel, Research, PowerPoint, International Relations, Microsoft Word, Public Speaking, Financial Analysis
Education
University of Southern California 2010 — 2014
Bachelor's Degree, International Relations (Global Business) - International Financial Management, Magna Cum Laude
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad, Finance
Henrico High School 2006 — 2010
High School, International Baccalaureate (IB) Program
Wells Fargo July 2014 - Present
HFF June 2013 - December 2013
Bank of the West June 2012 - December 2012
Skills
Banking, Commercial Real Estate, Real Estate Financing, Debt Restructuring, Microsoft Office, Economics, Microsoft Excel, Research, PowerPoint, International Relations, Microsoft Word, Public Speaking, Financial Analysis
Education
University of Southern California 2010 — 2014
Bachelor's Degree, International Relations (Global Business) - International Financial Management, Magna Cum Laude
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad, Finance
Henrico High School 2006 — 2010
High School, International Baccalaureate (IB) Program
Yanni Ge Yanni Ge's Bank of the West Experience November 2014 - Present
Job Quantitative Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West November 2014 - Present
Western Union July 2014 - October 2014
UC Berkeley October 2013 - May 2014
UC Berkeley August 2013 - December 2013
Skills
R, SAS, Data Analysis, Statistics, Statistical Modeling, Microsoft Excel, Python, Hadoop, SQL, C++, Data Mining, Risk Management, Tableau, Machine Learning, Bloomberg Terminal, Matlab, Statistical Consulting, Mathematica
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (BS), Mathematics and Applied Mathematics, 4.0/4.0
Bank of the West November 2014 - Present
Western Union July 2014 - October 2014
UC Berkeley October 2013 - May 2014
UC Berkeley August 2013 - December 2013
Skills
R, SAS, Data Analysis, Statistics, Statistical Modeling, Microsoft Excel, Python, Hadoop, SQL, C++, Data Mining, Risk Management, Tableau, Machine Learning, Bloomberg Terminal, Matlab, Statistical Consulting, Mathematica
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (BS), Mathematics and Applied Mathematics, 4.0/4.0
Jeffrey Gould's Bank of the West Experience September 2000 - September 2003
Job Training Director @ Cardea Services
Industry Health, Wellness and Fitness
Experience
Cardea Services February 2014 - Present
The E-Team; Eclectic Music Video DJs July 2013 - Present
ETR Associates August 2011 - February 2014
Contra Costa County September 2003 - August 2011
Bank of the West September 2000 - September 2003
Thurston County Public Health June 1995 - June 2000
Crusaid June 1994 - June 1995
Islington Council June 1991 - December 1994
Skills
Non-profits, Health Education, Youth Development, Program Development, Public Health, Public Speaking, Volunteer Management, Program Evaluation, Grant Writing, Grants, Community Outreach, Community Organizing, Reproductive Health, Teaching, Social Services, Curriculum Development, Program Management, Organizational..., Prevention, Policy, Adolescents, Leadership Development, Capacity Building, Nonprofits, Global Health, Training, Curriculum Design
Education
Starr King School for the Ministry 2000 — 2004
M.Div, Theology
The Evergreen State College 1996 — 2000
BA, Human Sexuality/Health Education
National School of Hypnosis & Advanced Psychotherapy 1992 — 1994
Certificate in Hypnotherapy and Advanced Psychotherapy, Hypnotherapy, NLP
Western Washington University 1985 — 1986
Psychology
Cardea Services February 2014 - Present
The E-Team; Eclectic Music Video DJs July 2013 - Present
ETR Associates August 2011 - February 2014
Contra Costa County September 2003 - August 2011
Bank of the West September 2000 - September 2003
Thurston County Public Health June 1995 - June 2000
Crusaid June 1994 - June 1995
Islington Council June 1991 - December 1994
Skills
Non-profits, Health Education, Youth Development, Program Development, Public Health, Public Speaking, Volunteer Management, Program Evaluation, Grant Writing, Grants, Community Outreach, Community Organizing, Reproductive Health, Teaching, Social Services, Curriculum Development, Program Management, Organizational..., Prevention, Policy, Adolescents, Leadership Development, Capacity Building, Nonprofits, Global Health, Training, Curriculum Design
Education
Starr King School for the Ministry 2000 — 2004
M.Div, Theology
The Evergreen State College 1996 — 2000
BA, Human Sexuality/Health Education
National School of Hypnosis & Advanced Psychotherapy 1992 — 1994
Certificate in Hypnotherapy and Advanced Psychotherapy, Hypnotherapy, NLP
Western Washington University 1985 — 1986
Psychology
Tara Peterkin Tara Peterkin's Bank of the West Experience 2005 - 2007
Job Executive Team Lead at Target
Industry Retail
Experience
Target August 2007 - Present
Bank of the West 2005 - 2007
Skills
Sales, Profit, Customer Service, Business Process, Store Management, Merchandising, Retail, Store Operations, Inventory Control, Visual Merchandising, Inventory Management, Pricing, Training, Employee Training, Coaching, Planograms, People Development, Interviews, Recruiting, Team Building
Education
The University of New Mexico 2003 — 2006
Bachelor of Science (B.S.), Nutrition Sciences
Texas Christian University 2000 — 2003
Nutrition Sciences
Target August 2007 - Present
Bank of the West 2005 - 2007
Skills
Sales, Profit, Customer Service, Business Process, Store Management, Merchandising, Retail, Store Operations, Inventory Control, Visual Merchandising, Inventory Management, Pricing, Training, Employee Training, Coaching, Planograms, People Development, Interviews, Recruiting, Team Building
Education
The University of New Mexico 2003 — 2006
Bachelor of Science (B.S.), Nutrition Sciences
Texas Christian University 2000 — 2003
Nutrition Sciences
Jason Petz's Bank of the West Experience May 2015 - Present
Job VP Sales Strategy Manager at Bank of the West
Industry Banking
Experience
Bank of the West May 2015 - Present
Bank of the West November 2014 - May 2015
US Bank March 2012 - December 2014
US Bank August 2010 - March 2012
University of Colorado Denver Business School August 2009 - August 2010
US Bank June 2007 - August 2009
Tradebot Systems June 2004 - June 2007
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Financial Analysis, Commercial Banking
Education
University of Colorado at Denver 2009 — 2010
Master of Business Administration (M.B.A.)
University of Kansas 2000 — 2004
Bachelor of Science, Business Administration
Bank of the West May 2015 - Present
Bank of the West November 2014 - May 2015
US Bank March 2012 - December 2014
US Bank August 2010 - March 2012
University of Colorado Denver Business School August 2009 - August 2010
US Bank June 2007 - August 2009
Tradebot Systems June 2004 - June 2007
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Financial Analysis, Commercial Banking
Education
University of Colorado at Denver 2009 — 2010
Master of Business Administration (M.B.A.)
University of Kansas 2000 — 2004
Bachelor of Science, Business Administration
Jeri Good-O'Connor Jeri Good-O'Connor's Bank of the West Experience April 2012 - Present
Job Wealth Management Market Leader at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2012 - Present
Bank of the West November 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2003 - March 2011
Skills
Relationship Management, Wealth Management, Credit, Commercial Lending, Financial Advisory, Small Business Lending, Consumer Lending, Asset Based Lending, Commercial Banking, Lines Of Credit, Private Banking, Commercial Mortgages, Loans, Banking, Loan Origination, Portfolio Management, Retail Banking, Credit Analysis, Mortgage Lending, Mortgage Banking, Underwriting, Credit Risk, Cross Selling, Refinance
Education
Stanford Graduate School of Credit and Financial Management
The University of Montana - School of Business Administration
Bachelor of Science (B.S.), Finance
Bank of the West April 2012 - Present
Bank of the West November 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2003 - March 2011
Skills
Relationship Management, Wealth Management, Credit, Commercial Lending, Financial Advisory, Small Business Lending, Consumer Lending, Asset Based Lending, Commercial Banking, Lines Of Credit, Private Banking, Commercial Mortgages, Loans, Banking, Loan Origination, Portfolio Management, Retail Banking, Credit Analysis, Mortgage Lending, Mortgage Banking, Underwriting, Credit Risk, Cross Selling, Refinance
Education
Stanford Graduate School of Credit and Financial Management
The University of Montana - School of Business Administration
Bachelor of Science (B.S.), Finance
Alexander Zuniga's Bank of the West Experience January 2015 - Present
Job Financial Services Consultant at Bank of the West
Industry Banking
Experience
Bank of the West January 2015 - Present
Bank of the West August 2014 - January 2015
Joined Elements, Inc. January 2014 - May 2014
Forward Medical June 2013 - August 2013
Hotel Santa Fe June 2009 - September 2009
Michael's Valet 2006 - 2008
Skills
Communication, Highly personable, Creative Problem Solving, Emotional Intelligence, Analytical Skills, Highly Ambitious, Ethical Decision Making, Persuasive Speaker
Education
The University of New Mexico 2008 — 2013
Bachelor's degree, Economics
Bank of the West January 2015 - Present
Bank of the West August 2014 - January 2015
Joined Elements, Inc. January 2014 - May 2014
Forward Medical June 2013 - August 2013
Hotel Santa Fe June 2009 - September 2009
Michael's Valet 2006 - 2008
Skills
Communication, Highly personable, Creative Problem Solving, Emotional Intelligence, Analytical Skills, Highly Ambitious, Ethical Decision Making, Persuasive Speaker
Education
The University of New Mexico 2008 — 2013
Bachelor's degree, Economics
Diana L. Burke Diana L. Burke's Bank of the West Experience May 2000 - June 2007
Job Development Officer Medical Teams International
Industry Fund-Raising
Experience
Medical Teams International October 2011 - Present
Bank of the Cascades August 2008 - January 2010
Make-A-Wish Foundation 2005 - 2009
US Trust/Bank of America Private Wealth Management June 2007 - May 2008
Bank of the West May 2000 - June 2007
Bank of the West January 2000 - January 2007
Bank of America National Mortgage Center January 1992 - January 1999
Bank of America January 1989 - January 1999
Northwest Lending Center January 1992 - January 1997
Bank of America January 1989 - January 1991
Skills
Non-profits, Financial Analysis, Customer Service, Cash Management, Customer Relations, Fundraising, Public Speaking, Banking, Nonprofits, Credit, Leadership, Event Planning, Commercial Banking, Loans, Management, Asset Managment, Commercial Lending, Credit Analysis, Portfolio Management, Asset Management, Business Development, Mortgage Lending, Strategic Planning, Training, Entrepreneurship, Budgets, Wealth Management, Strategy, Volunteer Management, Mergers & Acquisitions, Team Building, Analysis, Sales Management, Risk Management, Marketing, Real Estate, Lines Of Credit, Underwriting, Financial Services, Finance, Small Business Lending, Business Strategy, CRM, Small Business, Philanthropy
Education
The University of Montana 1977 — 1982
Bachelor of Science, Business Administration
The University of Montana - School of Business Administration 1977 — 1982
B.S., Administration, Vocal Music Performance
Medical Teams International October 2011 - Present
Bank of the Cascades August 2008 - January 2010
Make-A-Wish Foundation 2005 - 2009
US Trust/Bank of America Private Wealth Management June 2007 - May 2008
Bank of the West May 2000 - June 2007
Bank of the West January 2000 - January 2007
Bank of America National Mortgage Center January 1992 - January 1999
Bank of America January 1989 - January 1999
Northwest Lending Center January 1992 - January 1997
Bank of America January 1989 - January 1991
Skills
Non-profits, Financial Analysis, Customer Service, Cash Management, Customer Relations, Fundraising, Public Speaking, Banking, Nonprofits, Credit, Leadership, Event Planning, Commercial Banking, Loans, Management, Asset Managment, Commercial Lending, Credit Analysis, Portfolio Management, Asset Management, Business Development, Mortgage Lending, Strategic Planning, Training, Entrepreneurship, Budgets, Wealth Management, Strategy, Volunteer Management, Mergers & Acquisitions, Team Building, Analysis, Sales Management, Risk Management, Marketing, Real Estate, Lines Of Credit, Underwriting, Financial Services, Finance, Small Business Lending, Business Strategy, CRM, Small Business, Philanthropy
Education
The University of Montana 1977 — 1982
Bachelor of Science, Business Administration
The University of Montana - School of Business Administration 1977 — 1982
B.S., Administration, Vocal Music Performance
Peter Thursby Peter Thursby's Bank of the West Experience July 2015 - Present
Job Managing Director & Senior Banker at Bank of the West
Industry Banking
Experience
Bank of the West July 2015 - Present
Wells Fargo Securities LLC February 2011 - June 2015
Associated Bank N.A. January 2008 - February 2011
LaSalle Bank N.A./ABN AMRO March 1997 - December 2007
BA Securities LLC (Bank of America N.A.) September 1994 - March 1997
Continental Bank N.A. August 1990 - September 1994
Skills
Capital Markets, Credit Analysis, Financial Analysis, Banking, Portfolio Management, Credit, Loans, Risk Management, Mortgage Lending, Fixed Income, Financial Services, Asset Management, Series 7, Investment Banking, Loan Origination, Commercial Banking, Financial Modeling, Syndications
Education
The University of Chicago Booth School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1982 — 1986
Bachelor of Arts (B.A.), Economics
Bank of the West July 2015 - Present
Wells Fargo Securities LLC February 2011 - June 2015
Associated Bank N.A. January 2008 - February 2011
LaSalle Bank N.A./ABN AMRO March 1997 - December 2007
BA Securities LLC (Bank of America N.A.) September 1994 - March 1997
Continental Bank N.A. August 1990 - September 1994
Skills
Capital Markets, Credit Analysis, Financial Analysis, Banking, Portfolio Management, Credit, Loans, Risk Management, Mortgage Lending, Fixed Income, Financial Services, Asset Management, Series 7, Investment Banking, Loan Origination, Commercial Banking, Financial Modeling, Syndications
Education
The University of Chicago Booth School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1982 — 1986
Bachelor of Arts (B.A.), Economics
Blake Sumner Blake Sumner's Bank of the West Experience July 2015 - Present
Job Communications Manager, BSA AML Administration, vice president at Bank of the West
Industry Utilities
Experience
Bank of the West July 2015 - Present
Pacific Gas & Electric July 2010 - Present
The Walt Disney Company May 2004 - April 2010
Skills
Strategic Communications, Internal Communications, Speech Writing, Corporate Communications, Crisis Communications, Copywriting, Reputation Management, Content Development, Editing, Newsletters, Copy Editing, Web Content, Journalism, Proofreading, Communications Planning, Communication Training, Media Relations, Content Strategy, AP Style, Content Management, Blogging, Public Relations, Storytelling, Marketing Communications, Editorial, Technical Writing, Magazines, New Media, Creative Writing, Corporate Social..., Social Networking, Leadership, Strategy, Social Media, Press Releases, Project Management, Program Management, Strategic Planning
Education
The University of Georgia 2001 — 2004
Education, English
The University of Georgia
Bank of the West July 2015 - Present
Pacific Gas & Electric July 2010 - Present
The Walt Disney Company May 2004 - April 2010
Skills
Strategic Communications, Internal Communications, Speech Writing, Corporate Communications, Crisis Communications, Copywriting, Reputation Management, Content Development, Editing, Newsletters, Copy Editing, Web Content, Journalism, Proofreading, Communications Planning, Communication Training, Media Relations, Content Strategy, AP Style, Content Management, Blogging, Public Relations, Storytelling, Marketing Communications, Editorial, Technical Writing, Magazines, New Media, Creative Writing, Corporate Social..., Social Networking, Leadership, Strategy, Social Media, Press Releases, Project Management, Program Management, Strategic Planning
Education
The University of Georgia 2001 — 2004
Education, English
The University of Georgia
Benjamin Martinez Benjamin Martinez's Bank of the West Experience March 2011 - July 2014
Job Vice President at Columbia Bank
Industry Banking
Experience
Columbia Bank July 2014 - Present
Bank of the West March 2011 - July 2014
Bank of America June 2005 - March 2011
Scotia Capital 2000 - 2005
Bank of Nova Scotia September 1997 - July 2000
Skills
Loans, Commercial Banking, Syndications, Capital Markets, Financial Analysis, Interest Rate Risk..., Treasury Management, Underwriting
Education
The University of Western Ontario 1995 — 1997
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Columbia Bank July 2014 - Present
Bank of the West March 2011 - July 2014
Bank of America June 2005 - March 2011
Scotia Capital 2000 - 2005
Bank of Nova Scotia September 1997 - July 2000
Skills
Loans, Commercial Banking, Syndications, Capital Markets, Financial Analysis, Interest Rate Risk..., Treasury Management, Underwriting
Education
The University of Western Ontario 1995 — 1997
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Ayele K. Ajavon's Bank of the West Experience November 2013 - Present
Job Public Relations Specialist at Bank of the West
Industry Public Relations and Communications
Experience
Bank of the West November 2013 - Present
Public Relations Society of America - San Francisco Chapter June 2012 - Present
IABC May 2013 - November 2013
Go Factory, LLC September 2012 - November 2012
Lincoln Financial Group December 2005 - May 2012
Delaware Investments, a member of the Macquarie Group December 2005 - January 2010
Philadelphia Black Public Relations Society 2008 - 2009
Greater Philadelphia Tourism Marketing Corporation July 2002 - September 2005
Philadelphia Association of Black Journalist 2002 - 2005
Skills
Internal Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Crisis Communications, Communication Training, Copywriting, Social Media, Press Releases, Marketing Communications, Event Planning, Editing, Social Networking, Newsletters, External C, Mergers & Acquisitions..., Communications Planning, Research, Mergers & Acquisitions, Marketing, Spokesperson, Copy Editing, Speech Writing, Content Strategy, Content Management, Strategy, Facebook, Storytelling, Creative Direction, Content Development, Brand Awareness, New Media, Integrated Marketing, Thought Leadership, Blogging, Social Media Marketing, Web Content, Sitecore, Publicity, Crisis Management, Messaging, Message Development, Reputation Management
Education
Temple University 1996 — 2000
Bachelors Degree, Journalism, Public Relations & Advertising
Temple University
Bachelor of Science in Communications from the School of Communications, Advertising and Theater, Public Relations, Advertising, and Applied Communication
Bank of the West November 2013 - Present
Public Relations Society of America - San Francisco Chapter June 2012 - Present
IABC May 2013 - November 2013
Go Factory, LLC September 2012 - November 2012
Lincoln Financial Group December 2005 - May 2012
Delaware Investments, a member of the Macquarie Group December 2005 - January 2010
Philadelphia Black Public Relations Society 2008 - 2009
Greater Philadelphia Tourism Marketing Corporation July 2002 - September 2005
Philadelphia Association of Black Journalist 2002 - 2005
Skills
Internal Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Crisis Communications, Communication Training, Copywriting, Social Media, Press Releases, Marketing Communications, Event Planning, Editing, Social Networking, Newsletters, External C, Mergers & Acquisitions..., Communications Planning, Research, Mergers & Acquisitions, Marketing, Spokesperson, Copy Editing, Speech Writing, Content Strategy, Content Management, Strategy, Facebook, Storytelling, Creative Direction, Content Development, Brand Awareness, New Media, Integrated Marketing, Thought Leadership, Blogging, Social Media Marketing, Web Content, Sitecore, Publicity, Crisis Management, Messaging, Message Development, Reputation Management
Education
Temple University 1996 — 2000
Bachelors Degree, Journalism, Public Relations & Advertising
Temple University
Bachelor of Science in Communications from the School of Communications, Advertising and Theater, Public Relations, Advertising, and Applied Communication
Carol Castaneda Carol Castaneda's Bank of the West Experience May 2014 - February 2015
Job AVP, Commercial Real Estate Loan Administration
Industry Banking
Experience
U.S. Bank March 2015 - Present
Bank of the West May 2014 - February 2015
U.S. Bank July 2010 - May 2014
Low Income Investment Fund February 2009 - July 2010
KeyBank Real Estate Capital April 2005 - December 2008
Bank of America, NA March 2001 - April 2005
Charles Schwab, Inc February 2000 - March 2001
Citi January 1992 - February 2000
Strategic Planner January 1987 - January 1992
Skills
Affordable Housing, Banking, Commercial Real Estate, Community Development, Construction Loans, Credit, Customer Service, Due Diligence, Loans, Portfolio Management, Real Estate, Mergers, Sales, Training, Underwriting
Education
The University of New Mexico 1974 — 1978
Bachlors, Education
U.S. Bank March 2015 - Present
Bank of the West May 2014 - February 2015
U.S. Bank July 2010 - May 2014
Low Income Investment Fund February 2009 - July 2010
KeyBank Real Estate Capital April 2005 - December 2008
Bank of America, NA March 2001 - April 2005
Charles Schwab, Inc February 2000 - March 2001
Citi January 1992 - February 2000
Strategic Planner January 1987 - January 1992
Skills
Affordable Housing, Banking, Commercial Real Estate, Community Development, Construction Loans, Credit, Customer Service, Due Diligence, Loans, Portfolio Management, Real Estate, Mergers, Sales, Training, Underwriting
Education
The University of New Mexico 1974 — 1978
Bachlors, Education
Ron Vega Ron Vega's Bank of the West Experience June 2014 - Present
Job Senior Mortgage Banker specializing in loan placement, asset utlization for borrowers with high debt.
Industry Financial Services
Experience
Bank of the West June 2014 - Present
Summit Bank and Trust December 2013 - June 2014
Chase December 2011 - November 2013
Ideal Home Loans August 2008 - December 2011
Argent Mortgage August 2005 - July 2008
The Mortgage Store August 2004 - August 2005
Medved Chrysler Jeep 2002 - 2004
Skills
Mortgage Lending, Salesforce.com, FHA, Cold Calling, New Business Development, Customer Service, B2B, SEM, Social Media Marketing, Search Advertising, Investment Properties, Sales, Online Advertising, SEO, Google Adwords, Direct Marketing, Refinance, Direct Sales, Account Management, PPC, Sales Management, Advertising Sales, Lead Generation, Sales Process, Business Development, Social Networking, Home Equity Loans, Residential Homes, Short Sales, Sales Presentations, Referrals, Real Estate Financing, Credit, VA loans, Loans, Residential Mortgages, Real Estate, USDA, Mortgage Banking, Loan Origination, Banking, FHA financing, Certified Mortgage..., Negotiation, Government Loans, Selling, First Time Home Buyers, Investors, REO, Property
Education
The University of New Mexico 1982 — 1986
Del Norte High School
Bank of the West June 2014 - Present
Summit Bank and Trust December 2013 - June 2014
Chase December 2011 - November 2013
Ideal Home Loans August 2008 - December 2011
Argent Mortgage August 2005 - July 2008
The Mortgage Store August 2004 - August 2005
Medved Chrysler Jeep 2002 - 2004
Skills
Mortgage Lending, Salesforce.com, FHA, Cold Calling, New Business Development, Customer Service, B2B, SEM, Social Media Marketing, Search Advertising, Investment Properties, Sales, Online Advertising, SEO, Google Adwords, Direct Marketing, Refinance, Direct Sales, Account Management, PPC, Sales Management, Advertising Sales, Lead Generation, Sales Process, Business Development, Social Networking, Home Equity Loans, Residential Homes, Short Sales, Sales Presentations, Referrals, Real Estate Financing, Credit, VA loans, Loans, Residential Mortgages, Real Estate, USDA, Mortgage Banking, Loan Origination, Banking, FHA financing, Certified Mortgage..., Negotiation, Government Loans, Selling, First Time Home Buyers, Investors, REO, Property
Education
The University of New Mexico 1982 — 1986
Del Norte High School
Jillian Avary Jillian Avary's Bank of the West Experience April 2013 - Present
Job Commercial Banking Assistant at Bank of the West
Industry Events Services
Experience
Bank of the West April 2013 - Present
Artisan Wine Depot March 2012 - April 2013
Stacey & Company January 2012 - April 2013
Skills
Writing, Event Management, Organization, Event Planning, Social Networking, Customer Service, Corporate Events, Administrative..., Office Management, Coordinating Events, PowerPoint, Social Media, Public Relations, Sales, Leadership, Microsoft Excel, Teamwork, Social Media Marketing, Microsoft Word, Marketing, Public Speaking
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.), University Studies - Global Arts, Planning, Design, and Construction
Bank of the West April 2013 - Present
Artisan Wine Depot March 2012 - April 2013
Stacey & Company January 2012 - April 2013
Skills
Writing, Event Management, Organization, Event Planning, Social Networking, Customer Service, Corporate Events, Administrative..., Office Management, Coordinating Events, PowerPoint, Social Media, Public Relations, Sales, Leadership, Microsoft Excel, Teamwork, Social Media Marketing, Microsoft Word, Marketing, Public Speaking
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.), University Studies - Global Arts, Planning, Design, and Construction
Jamie Bleicher Jamie Bleicher's Bank of the West Experience August 2007 - April 2012
Job Executive Assistant at First National Rio Grande
Industry Banking
Experience
First National Santa Fe April 2012 - Present
Bank of the West August 2007 - April 2012
Bank of Albuquerque August 2004 - August 2007
Champion Agency, Inc. July 2001 - August 2005
EXPRESS November 2000 - July 2001
Graphic Connection August 1995 - November 2000
Skills
Banking, Credit, Administrative..., Loans, Outlook, Customer Service, Commercial Banking, Microsoft Excel, Retail Banking, Data Entry, Spreadsheets, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Administrative..., Credit Analysis, Commercial Lending, Management, Sales, Strategic Planning
Education
Albuquerque High School 1992 — 1996
The University of New Mexico
Business Administration and Management, General
First National Santa Fe April 2012 - Present
Bank of the West August 2007 - April 2012
Bank of Albuquerque August 2004 - August 2007
Champion Agency, Inc. July 2001 - August 2005
EXPRESS November 2000 - July 2001
Graphic Connection August 1995 - November 2000
Skills
Banking, Credit, Administrative..., Loans, Outlook, Customer Service, Commercial Banking, Microsoft Excel, Retail Banking, Data Entry, Spreadsheets, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Administrative..., Credit Analysis, Commercial Lending, Management, Sales, Strategic Planning
Education
Albuquerque High School 1992 — 1996
The University of New Mexico
Business Administration and Management, General
Samantha Perea Samantha Perea's Bank of the West Experience May 2012 - August 2013
Job Accountant at Presbyterian Healthcare Services
Industry Hospital & Health Care
Experience
Presbyterian Healthcare Services August 2013 - Present
Bank of the West May 2012 - August 2013
--- April 2010 - May 2011
University of New Mexico March 2007 - June 2010
Skills
Competitive Analysis, CRM, Research, Grant Writing, Accounting, Finance, Strategic Financial..., Data Analysis, Microsoft Office, Project Management, Microsoft Excel, Leadership, Public Speaking, Strategic Planning, Process Improvement, PowerPoint, Technical Writing, Program Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pecos High School 2004 — 2007
Presbyterian Healthcare Services August 2013 - Present
Bank of the West May 2012 - August 2013
--- April 2010 - May 2011
University of New Mexico March 2007 - June 2010
Skills
Competitive Analysis, CRM, Research, Grant Writing, Accounting, Finance, Strategic Financial..., Data Analysis, Microsoft Office, Project Management, Microsoft Excel, Leadership, Public Speaking, Strategic Planning, Process Improvement, PowerPoint, Technical Writing, Program Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pecos High School 2004 — 2007
Jessica Dun Jessica Dun's Bank of the West Experience February 2014 - Present
Job Financial Advisor at Bank of the West
Industry Investment Management
Experience
Bank of the West February 2014 - Present
Bank of the West September 2010 - January 2014
Wells Fargo May 2008 - September 2010
Skills
Economics, Derivatives, Portfolio Management, Analysis, Trading, Retirement Planning, Finance, CRM, Series 7, Equities, Wealth Management, IRAs, Uniform Combined State..., Investments, Mutual Funds
Education
University of California, Berkeley 2012 — 2014
University of California, San Diego 2006 — 2010
BA, International Studies
The University of Hong Kong
Yonsei University
Sacred Heart Cathedral Prep
Bank of the West February 2014 - Present
Bank of the West September 2010 - January 2014
Wells Fargo May 2008 - September 2010
Skills
Economics, Derivatives, Portfolio Management, Analysis, Trading, Retirement Planning, Finance, CRM, Series 7, Equities, Wealth Management, IRAs, Uniform Combined State..., Investments, Mutual Funds
Education
University of California, Berkeley 2012 — 2014
University of California, San Diego 2006 — 2010
BA, International Studies
The University of Hong Kong
Yonsei University
Sacred Heart Cathedral Prep
Chip Vitarelli's Bank of the West Experience September 2008 - Present
Job Vice President, Environmental Risk Officer at Bank of the West
Industry Environmental Services
Experience
Bank of the West September 2008 - Present
Evergreen Recycling July 2008 - August 2008
Paul Hastings LLP March 2000 - June 2008
U.S. Environmental Protection Agency, Office of Solid Waste and Emergency Response March 1997 - March 2000
American Chemistry Council September 1994 - March 1997
Bryan Cave LLP August 1993 - September 1994
Booz, Allen & Hamilton August 1991 - August 1993
Geo Resource Consultants July 1990 - August 1991
Skills
Due Diligence, Environmental Awareness, Environmental Law, Government, Investments, Leadership, Management, Policy Analysis, Program Management, Remediation, Research, Risk Management, Strategic Financial..., Strategic Planning, Sustainability
Education
University of California, Berkeley 2011 — 2013
The Johns Hopkins University 1997 — 1999
M.S.
Villanova University 1985 — 1989
B.A.
Georgetown Preparatory School 1981 — 1985
Bank of the West September 2008 - Present
Evergreen Recycling July 2008 - August 2008
Paul Hastings LLP March 2000 - June 2008
U.S. Environmental Protection Agency, Office of Solid Waste and Emergency Response March 1997 - March 2000
American Chemistry Council September 1994 - March 1997
Bryan Cave LLP August 1993 - September 1994
Booz, Allen & Hamilton August 1991 - August 1993
Geo Resource Consultants July 1990 - August 1991
Skills
Due Diligence, Environmental Awareness, Environmental Law, Government, Investments, Leadership, Management, Policy Analysis, Program Management, Remediation, Research, Risk Management, Strategic Financial..., Strategic Planning, Sustainability
Education
University of California, Berkeley 2011 — 2013
The Johns Hopkins University 1997 — 1999
M.S.
Villanova University 1985 — 1989
B.A.
Georgetown Preparatory School 1981 — 1985
Renanah Taylor Renanah Taylor's Bank of the West Experience December 2011 - Present
Job Regional Customer Service Manager at Bank of the West
Industry Banking
Experience
Bank of the West December 2011 - Present
Bank of the West March 2008 - Present
First Community Bank August 2001 - March 2008
Wells Fargo June 1992 - August 2001
Education
Manzano High School 1987 — 1991
The University of New Mexico
Western States School of Banking
Banking
Bank of the West December 2011 - Present
Bank of the West March 2008 - Present
First Community Bank August 2001 - March 2008
Wells Fargo June 1992 - August 2001
Education
Manzano High School 1987 — 1991
The University of New Mexico
Western States School of Banking
Banking
Karen Currie Karen Currie's Bank of the West Experience April 2007 - May 2011
Job Leasing Associate at Alliance Residential Company
Industry Real Estate
Experience
Alliance Residential Company February 2015 - Present
Atlantic Pacific Management January 2014 - February 2015
Keller Williams Realty, Inc. May 2013 - January 2014
BIC HOMES March 2012 - May 2013
Bank of the West April 2007 - May 2011
Skills
Real Estate, Sellers, Buyer Representation, Investment Properties, Residential Homes, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Financial Reporting, Social Media Marketing, First Time Home Buyers, Foreclosures, Investors, New Home Sales, Single Family Homes, Marketing, Relocation
Education
Texas Tech University
Real Estate License, Real Estate
Alliance Residential Company February 2015 - Present
Atlantic Pacific Management January 2014 - February 2015
Keller Williams Realty, Inc. May 2013 - January 2014
BIC HOMES March 2012 - May 2013
Bank of the West April 2007 - May 2011
Skills
Real Estate, Sellers, Buyer Representation, Investment Properties, Residential Homes, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Financial Reporting, Social Media Marketing, First Time Home Buyers, Foreclosures, Investors, New Home Sales, Single Family Homes, Marketing, Relocation
Education
Texas Tech University
Real Estate License, Real Estate
Michele Aslanides Michele Aslanides's Bank of the West Experience April 2013 - April 2014
Job Six Sigma Black Belt at GE Aviation
Industry Airlines/Aviation
Experience
GE Aviation April 2014 - Present
Bank of the West April 2013 - April 2014
Rolls-Royce February 2011 - April 2013
Rolls-Royce June 2010 - January 2011
Rolls-Royce April 2008 - June 2010
Rolls-Royce June 2006 - April 2008
Skills
Six Sigma, Lean Manufacturing, Value Stream Mapping, 5S, Project Management, Process Simulation, Kanban, Benchmarking, Ergonomics, Facilities Management, Resource Allocation, Waste, Product Engineering, Continuous Improvement, DMAIC, Industrial Engineering, Root Cause Analysis, Black Belt, Green Belt, Cross-functional Team..., Aerospace, Quality Assurance, Process Improvement
Education
The Ohio State University 2003 — 2008
B.S. Industrial & Systems Engineering, Industrial & Systems Engineering
GE Aviation April 2014 - Present
Bank of the West April 2013 - April 2014
Rolls-Royce February 2011 - April 2013
Rolls-Royce June 2010 - January 2011
Rolls-Royce April 2008 - June 2010
Rolls-Royce June 2006 - April 2008
Skills
Six Sigma, Lean Manufacturing, Value Stream Mapping, 5S, Project Management, Process Simulation, Kanban, Benchmarking, Ergonomics, Facilities Management, Resource Allocation, Waste, Product Engineering, Continuous Improvement, DMAIC, Industrial Engineering, Root Cause Analysis, Black Belt, Green Belt, Cross-functional Team..., Aerospace, Quality Assurance, Process Improvement
Education
The Ohio State University 2003 — 2008
B.S. Industrial & Systems Engineering, Industrial & Systems Engineering
Jeremy Dick's Bank of the West Experience January 2015 - Present
Job Regional Business Supervisor
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Securities America, Inc. Member FINRA/SIPC October 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC May 2007 - October 2013
Securities America, Inc. Member FINRA/SIPC March 2004 - May 2007
Securities America, Inc. Member FINRA/SIPC March 2000 - March 2004
Securities America, Inc. Member FINRA/SIPC December 1998 - March 2000
Securities America, Inc. Member FINRA/SIPC May 1998 - December 1998
Securities America, Inc. Member FINRA/SIPC January 1998 - May 1998
Skills
FINRA, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Investment Advisory, Series 65, Life Insurance, Variable Life, Variable Annuities, Alternative Investments, Mutual Funds, Fixed Income, Options, Investments, Securities, Financial Services, Risk Management, Trading
Education
University of Nebraska at Omaha 1996 — 1998
Bachelor of Science in Business Administration, Banking and Financial Markets
The University of Kansas 1992 — 1994
Bank of the West January 2015 - Present
Securities America, Inc. Member FINRA/SIPC October 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC May 2007 - October 2013
Securities America, Inc. Member FINRA/SIPC March 2004 - May 2007
Securities America, Inc. Member FINRA/SIPC March 2000 - March 2004
Securities America, Inc. Member FINRA/SIPC December 1998 - March 2000
Securities America, Inc. Member FINRA/SIPC May 1998 - December 1998
Securities America, Inc. Member FINRA/SIPC January 1998 - May 1998
Skills
FINRA, Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Investment Advisory, Series 65, Life Insurance, Variable Life, Variable Annuities, Alternative Investments, Mutual Funds, Fixed Income, Options, Investments, Securities, Financial Services, Risk Management, Trading
Education
University of Nebraska at Omaha 1996 — 1998
Bachelor of Science in Business Administration, Banking and Financial Markets
The University of Kansas 1992 — 1994
Kevin Schlangen Kevin Schlangen's Bank of the West Experience November 2010 - December 2013
Job AVP, Business Consulting West. Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate FCU March 2015 - Present
University of Utah September 2012 - Present
Bank of the West November 2010 - December 2013
WesCorp August 2004 - December 2010
Westerra Credit Union April 2002 - August 2004
CUNA Mutual Group November 1987 - April 2001
Skills
Investments, Retail Banking, Credit Unions, Cash Management, Portfolio Management, Management, Financial Services, Financial Institutions, Banking, Sales, Loans, Securities, Relationship Management, Credit, Training, Sales Management, Consumer Lending, Capital Markets, Business Analysis, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Commercial Banking, Branch Banking, Finance, Territory..., Cross Selling, Treasury Management, Small Business Lending, Executive Management, Mortgage Banking, ACH, Financial Advisory, Loan Origination, Financial Risk, Underwriting, Customer Retention, Sales Operations, Hold Series 7
Education
The American College 1994 — 1998
ChFC, Financial Services
University of Utah 1982 — 1986
B.A., History
Alloya Corporate FCU March 2015 - Present
University of Utah September 2012 - Present
Bank of the West November 2010 - December 2013
WesCorp August 2004 - December 2010
Westerra Credit Union April 2002 - August 2004
CUNA Mutual Group November 1987 - April 2001
Skills
Investments, Retail Banking, Credit Unions, Cash Management, Portfolio Management, Management, Financial Services, Financial Institutions, Banking, Sales, Loans, Securities, Relationship Management, Credit, Training, Sales Management, Consumer Lending, Capital Markets, Business Analysis, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Commercial Banking, Branch Banking, Finance, Territory..., Cross Selling, Treasury Management, Small Business Lending, Executive Management, Mortgage Banking, ACH, Financial Advisory, Loan Origination, Financial Risk, Underwriting, Customer Retention, Sales Operations, Hold Series 7
Education
The American College 1994 — 1998
ChFC, Financial Services
University of Utah 1982 — 1986
B.A., History
Ben Graff Ben Graff's Bank of the West Experience November 2012 - Present
Job Financial Analyst at Bank of the West
Industry Restaurants
Experience
Bank of the West November 2012 - Present
Fish Six Restaurant Corp DBA "The Melt" May 2012 - November 2012
Zachary's Chicago Pizza Incorporated February 2006 - May 2012
Thelen, Reid & Priest June 2004 - October 2005
Johns Hopkins University January 2001 - January 2004
UC Berkeley, Johns Hopkins University April 2003 - October 2003
Skills
Leadership, SPSS, Clinical Research, Policy Analysis, Public Speaking, Research, Psychology, Program Development, PCR
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Master of Business Administration, Emphases; General Management Finance
The Johns Hopkins University 2000 — 2004
Bachelor of the Arts, Psychology
College Preparatory School 1996 — 2000
Bank of the West November 2012 - Present
Fish Six Restaurant Corp DBA "The Melt" May 2012 - November 2012
Zachary's Chicago Pizza Incorporated February 2006 - May 2012
Thelen, Reid & Priest June 2004 - October 2005
Johns Hopkins University January 2001 - January 2004
UC Berkeley, Johns Hopkins University April 2003 - October 2003
Skills
Leadership, SPSS, Clinical Research, Policy Analysis, Public Speaking, Research, Psychology, Program Development, PCR
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Master of Business Administration, Emphases; General Management Finance
The Johns Hopkins University 2000 — 2004
Bachelor of the Arts, Psychology
College Preparatory School 1996 — 2000
Shelly Schell Shelly Schell's Bank of the West Experience July 2011 - Present
Job Wealth Financial Advisor
Industry Financial Services
Experience
Bank of the West July 2011 - Present
BBVA Compass June 2007 - July 2011
AmSouth Bank 2000 - 2007
Education
The Ohio State University 1991 — 1995
Bank of the West July 2011 - Present
BBVA Compass June 2007 - July 2011
AmSouth Bank 2000 - 2007
Education
The Ohio State University 1991 — 1995
Krista Purdy Krista Purdy's Bank of the West Experience November 2012 - August 2013
Job Intake Specialist/Discharge Coordinator at Lighthouse at Mays Landing
Industry Hospital & Health Care
Experience
Lighthouse at Mays Landing September 2013 - Present
Bank of the West November 2012 - August 2013
Seabrook House April 2007 - July 2012
Spencer Gifts July 2001 - April 2007
Skills
Data Entry, Benefit verification, Call Centers, Management, Customer Service, Medical Office, Administrative Assistant
Education
Richard Stockton College of New Jersey 2008 — 2009
None, Certified Alcohol and Drug Counselor
Harrison Career Institute 2003 — 2004
Career Certificate, Medical Office Assistant/Specialist
Lighthouse at Mays Landing September 2013 - Present
Bank of the West November 2012 - August 2013
Seabrook House April 2007 - July 2012
Spencer Gifts July 2001 - April 2007
Skills
Data Entry, Benefit verification, Call Centers, Management, Customer Service, Medical Office, Administrative Assistant
Education
Richard Stockton College of New Jersey 2008 — 2009
None, Certified Alcohol and Drug Counselor
Harrison Career Institute 2003 — 2004
Career Certificate, Medical Office Assistant/Specialist
Tim Mock's Bank of the West Experience January 2012 - January 2013
Job Business Development Officer at Truity Credit Union
Industry Banking
Experience
Truity Credit Union September 2014 - Present
Truity Credit Union February 2013 - Present
Bank of the West January 2012 - January 2013
Central National Bank July 2007 - January 2012
Central National Bank January 2006 - June 2007
Central National Bank August 2005 - December 2005
American Public Energy Agency January 2000 - August 2002
Skills
New Hire Training, Budget Management, Public Relations, Customer Service, Loans, Budgeting, Banking, Consumer Lending, Customer Relations, Commercial Lending, Budgets, Management, Business Development, Finance, Financial Analysis, Retail Banking, Commercial Banking, Branch Banking, Portfolio Management, Sales, Small Business Lending, Cross Selling, Deposits, New Business Development, Credit, Lines Of Credit
Education
The University of Kansas 1995 — 1999
B.G.S., Sociology/Psychology
University of Kansas 1995 — 1999
Bachelor's, Sociology/Psychology
Truity Credit Union September 2014 - Present
Truity Credit Union February 2013 - Present
Bank of the West January 2012 - January 2013
Central National Bank July 2007 - January 2012
Central National Bank January 2006 - June 2007
Central National Bank August 2005 - December 2005
American Public Energy Agency January 2000 - August 2002
Skills
New Hire Training, Budget Management, Public Relations, Customer Service, Loans, Budgeting, Banking, Consumer Lending, Customer Relations, Commercial Lending, Budgets, Management, Business Development, Finance, Financial Analysis, Retail Banking, Commercial Banking, Branch Banking, Portfolio Management, Sales, Small Business Lending, Cross Selling, Deposits, New Business Development, Credit, Lines Of Credit
Education
The University of Kansas 1995 — 1999
B.G.S., Sociology/Psychology
University of Kansas 1995 — 1999
Bachelor's, Sociology/Psychology
Blake Feste's Bank of the West Experience January 2011 - July 2013
Job Analyst at Capsa Ventures
Industry Commercial Real Estate
Experience
Capsa Ventures August 2015 - Present
SouthStar Bank August 2013 - August 2015
Bank of the West January 2011 - July 2013
Bank of the West May 2010 - January 2011
Vail Resorts January 2008 - April 2010
Skills
Credit Analysis, Commercial Lending, Commercial Real Estate..., Commercial Real Estate..., Mortgage Lending, Consumer Lending, Loans, Banking, Financial Services, Customer Service
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
The Kinkaid School 1990 — 2003
Capsa Ventures August 2015 - Present
SouthStar Bank August 2013 - August 2015
Bank of the West January 2011 - July 2013
Bank of the West May 2010 - January 2011
Vail Resorts January 2008 - April 2010
Skills
Credit Analysis, Commercial Lending, Commercial Real Estate..., Commercial Real Estate..., Mortgage Lending, Consumer Lending, Loans, Banking, Financial Services, Customer Service
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
The Kinkaid School 1990 — 2003
Chad Royle Chad Royle's Bank of the West Experience October 2010 - Present
Job "Recruiting mortgage bankers to expand our CO, NM, AZ, UT, & WY markets" Regional Sales Mgr at Bank of the West
Industry Financial Services
Experience
Bank of the West October 2010 - Present
Washington Mutual Bank/JP Morgan Chase May 2005 - September 2009
KeyBank 2003 - 2004
US Bank February 2000 - April 2003
Skills
Consumer Lending, Sales Management, Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Banking, Residential Mortgages, Lines Of Credit, FHA financing, First Time Home Buyers, Commercial Banking, Commercial Lending, Credit, FHA, Credit Analysis, Small Business Lending, Retail Banking, FHA Financing, Investment Properties, Commercial Real Estate, Real Estate
Education
University of Phoenix 2003 — 2005
MBA, Business Management
The University of New Mexico 1992 — 1995
BA, Education/Mathematics
Bank of the West October 2010 - Present
Washington Mutual Bank/JP Morgan Chase May 2005 - September 2009
KeyBank 2003 - 2004
US Bank February 2000 - April 2003
Skills
Consumer Lending, Sales Management, Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Banking, Residential Mortgages, Lines Of Credit, FHA financing, First Time Home Buyers, Commercial Banking, Commercial Lending, Credit, FHA, Credit Analysis, Small Business Lending, Retail Banking, FHA Financing, Investment Properties, Commercial Real Estate, Real Estate
Education
University of Phoenix 2003 — 2005
MBA, Business Management
The University of New Mexico 1992 — 1995
BA, Education/Mathematics
Rick Godsil's Bank of the West Experience September 2011 - March 2015
Job Vice President at Bank of the West
Industry Banking
Experience
Wagon Wheel Orchard August 1999 - Present
Bank of the West September 2011 - March 2015
First National Bank of Kansas June 2006 - August 2009
Bank of America 1996 - 2006
Skills
Consumer Lending, Commercial Lending, Training, Small Business Lending, Team Management, Outside Sales, Thinking Outside The Box, Team Building, Sales, Management, Banking, Portfolio Management, Commercial Banking, Credit, Loans, Mortgage Lending, Operations Management, Credit Analysis, Customer Service
Education
The University of Kansas 1989 — 1993
Geology, Geology
Olathe South High Scool 1987 — 1989
Wagon Wheel Orchard August 1999 - Present
Bank of the West September 2011 - March 2015
First National Bank of Kansas June 2006 - August 2009
Bank of America 1996 - 2006
Skills
Consumer Lending, Commercial Lending, Training, Small Business Lending, Team Management, Outside Sales, Thinking Outside The Box, Team Building, Sales, Management, Banking, Portfolio Management, Commercial Banking, Credit, Loans, Mortgage Lending, Operations Management, Credit Analysis, Customer Service
Education
The University of Kansas 1989 — 1993
Geology, Geology
Olathe South High Scool 1987 — 1989
V. Edward Martinez V. Edward Martinez's Bank of the West Experience Vice President - Branch ManagerFirst Security BankDecember 1985 - December 2001
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West Vice President - Branch ManagerFirst Security BankDecember 1985 - December 2001
Skills
Consumer Lending, Banking, Retail Banking, Cash Management, Financial Risk, Loans, Commercial Banking, Program Management, Credit, Mergers & Acquisitions, Visio, Project Management, Leadership, Credit Analysis, Risk Management, Business Analysis, Disaster Recovery
Education
The University of New Mexico 1996 — 1998
Western States School of Banking
Bank of the West Vice President - Branch ManagerFirst Security BankDecember 1985 - December 2001
Skills
Consumer Lending, Banking, Retail Banking, Cash Management, Financial Risk, Loans, Commercial Banking, Program Management, Credit, Mergers & Acquisitions, Visio, Project Management, Leadership, Credit Analysis, Risk Management, Business Analysis, Disaster Recovery
Education
The University of New Mexico 1996 — 1998
Western States School of Banking
Marino Linardon, CFA's Bank of the West Experience March 2015 - Present
Job
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Bank of the West 2010 - Present
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
University of the Pacific - Eberhardt School of Business 1989 — 1992
BS
Bank of the West March 2015 - Present
Bank of the West 2010 - Present
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
University of the Pacific - Eberhardt School of Business 1989 — 1992
BS
Dennis Chanay's Bank of the West Experience July 2011 - October 2012
Job Branch Manager at ANB Bank
Industry Banking
Experience
ANB Bank September 2013 - Present
Bank of the Prairie November 2012 - September 2013
Bank of the West July 2011 - October 2012
BEX networking 2011 - 2012
Metcalf Bank August 2010 - July 2011
First National Bank Olathe February 2004 - August 2010
Commercial Federal/Bank of the West 2001 - 2004
East Central Kansas Area Agency on Aging 1997 - 2000
JC Penney 1985 - 1987
Skills
Banking, Loans, Retail Banking, Sales Management, Credit, Training, Management, Leadership, Sales, Branch Management, Customer Service, Coaching, Small Business Lending, Budgets, Business Development, Program Management
Education
University of Kansas 1984 — 1988
Bachelor of Arts (B.A.), English
Sumner Academy 1978 — 1983
ANB Bank September 2013 - Present
Bank of the Prairie November 2012 - September 2013
Bank of the West July 2011 - October 2012
BEX networking 2011 - 2012
Metcalf Bank August 2010 - July 2011
First National Bank Olathe February 2004 - August 2010
Commercial Federal/Bank of the West 2001 - 2004
East Central Kansas Area Agency on Aging 1997 - 2000
JC Penney 1985 - 1987
Skills
Banking, Loans, Retail Banking, Sales Management, Credit, Training, Management, Leadership, Sales, Branch Management, Customer Service, Coaching, Small Business Lending, Budgets, Business Development, Program Management
Education
University of Kansas 1984 — 1988
Bachelor of Arts (B.A.), English
Sumner Academy 1978 — 1983
Gunjan Dhall Gunjan Dhall's Bank of the West Experience March 2014 - Present
Job at
Industry Information Technology and Services
Experience
Bank of the West March 2014 - Present
Wells Fargo February 2013 - February 2014
Mindjet June 2011 - January 2013
Wells Fargo Bank January 2010 - July 2011
Mindjet October 2009 - January 2010
SunGard April 2008 - October 2008
Sapient July 2006 - March 2008
Zensar January 2005 - July 2006
Skills
Agile Methodologies, Software Quality..., Test Planning, Quality Center, Manual Testing, SDLC, Test Automation, Test Cases, Quality Assurance, Selenium, JIRA, Testing, Regression Testing, Waterfall, QTP, Unix, Test Strategy, Integration, XML, Java Enterprise Edition, SQL, Oracle, Requirements Analysis, Requirements Gathering, System Testing, Agile Project Management, Performance Testing, PL/SQL, Databases, Software Project..., Black Box Testing, Java, User Acceptance Testing, ClearQuest, Scrum, SharePoint, Bugzilla, Microsoft SQL Server, Web Services, Web Applications, Defect Tracking, SOAP, Usability Testing, LoadRunner, HP Quality Center, HP QTP
Education
Symbiosis International University 2003 — 2005
MBA (IT), Software Process Management
Bank of the West March 2014 - Present
Wells Fargo February 2013 - February 2014
Mindjet June 2011 - January 2013
Wells Fargo Bank January 2010 - July 2011
Mindjet October 2009 - January 2010
SunGard April 2008 - October 2008
Sapient July 2006 - March 2008
Zensar January 2005 - July 2006
Skills
Agile Methodologies, Software Quality..., Test Planning, Quality Center, Manual Testing, SDLC, Test Automation, Test Cases, Quality Assurance, Selenium, JIRA, Testing, Regression Testing, Waterfall, QTP, Unix, Test Strategy, Integration, XML, Java Enterprise Edition, SQL, Oracle, Requirements Analysis, Requirements Gathering, System Testing, Agile Project Management, Performance Testing, PL/SQL, Databases, Software Project..., Black Box Testing, Java, User Acceptance Testing, ClearQuest, Scrum, SharePoint, Bugzilla, Microsoft SQL Server, Web Services, Web Applications, Defect Tracking, SOAP, Usability Testing, LoadRunner, HP Quality Center, HP QTP
Education
Symbiosis International University 2003 — 2005
MBA (IT), Software Process Management
Brandon Prestia's Bank of the West Experience October 2001 - July 2007
Job Commercial Loan OfficerLandmark National Bank
Industry Banking
Experience
Landmark National Bank July 2014 - Present
Bank of Blue Valley December 2008 - July 2014
Front Range Bank July 2007 - August 2008
Bank of the West October 2001 - July 2007
Skills
Finance, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Commercial Mortgages, Credit Analysis, Loan Origination, Lines Of Credit, Financial Analysis, Underwriting, Investments, Cash Management, Leadership, Sales Management, Real Estate, Small Business, Investment Properties, Portfolio Management, Commercial Real Estate, Construction Loans, Small Business Lending, Consumer Lending, Business Development, Retail Banking
Education
University of Kansas 1993 — 1997
Bachelor of Science, Business
Rockhurst High School 1987 — 1991
Diploma, general
Landmark National Bank July 2014 - Present
Bank of Blue Valley December 2008 - July 2014
Front Range Bank July 2007 - August 2008
Bank of the West October 2001 - July 2007
Skills
Finance, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Commercial Mortgages, Credit Analysis, Loan Origination, Lines Of Credit, Financial Analysis, Underwriting, Investments, Cash Management, Leadership, Sales Management, Real Estate, Small Business, Investment Properties, Portfolio Management, Commercial Real Estate, Construction Loans, Small Business Lending, Consumer Lending, Business Development, Retail Banking
Education
University of Kansas 1993 — 1997
Bachelor of Science, Business
Rockhurst High School 1987 — 1991
Diploma, general
Janet Ávila's Bank of the West Experience February 2015 - Present
Job Mobile Sales Consultant at Best Buy Mobile
Industry Wireless
Experience
Bank of the West February 2015 - Present
Best Buy July 2012 - Present
Charlotte Russe September 2013 - September 2014
Sonic Drive-In May 2011 - July 2012
YDI Foundation December 2009 - August 2010
Skills
Retail, Retail Sales, Sales, Management, Cash Register, Pricing, Photoshop, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Cashiering, Store Operations, Inventory Management, Customer Satisfaction, Inventory Control, Time Management, Planograms, Driving Results, Customer Experience, Profit, Customer Service
Education
The University of New Mexico 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
The University of New Mexico
Bachelor of Business Administration (B.B.A.), International Business
University of New Mexico 2010 — 2014
Bachelor of Arts (B.A.), Spanish Language and Literature
Bank of the West February 2015 - Present
Best Buy July 2012 - Present
Charlotte Russe September 2013 - September 2014
Sonic Drive-In May 2011 - July 2012
YDI Foundation December 2009 - August 2010
Skills
Retail, Retail Sales, Sales, Management, Cash Register, Pricing, Photoshop, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Cashiering, Store Operations, Inventory Management, Customer Satisfaction, Inventory Control, Time Management, Planograms, Driving Results, Customer Experience, Profit, Customer Service
Education
The University of New Mexico 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
The University of New Mexico
Bachelor of Business Administration (B.B.A.), International Business
University of New Mexico 2010 — 2014
Bachelor of Arts (B.A.), Spanish Language and Literature
Jason Schmitt Jason Schmitt's Bank of the West Experience June 2006 - February 2008
Job Vice PresidentCommercial Credit OfficerSantander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
New Mexico Educators Federal Credit Union February 2008 - August 2014
Bank of the West June 2006 - February 2008
Sandia Laboratory Federal Credit Union June 2002 - June 2006
Skills
Consumer Lending, Credit Unions, Banking, Loans, Credit, Underwriting, Coaching, Strategic Planning, Customer Service, Process Improvement, Budgets, Leadership, Training, Analysis, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of New Mexico 2002 — 2006
BA, History
Santander Bank, N.A. September 2014 - Present
New Mexico Educators Federal Credit Union February 2008 - August 2014
Bank of the West June 2006 - February 2008
Sandia Laboratory Federal Credit Union June 2002 - June 2006
Skills
Consumer Lending, Credit Unions, Banking, Loans, Credit, Underwriting, Coaching, Strategic Planning, Customer Service, Process Improvement, Budgets, Leadership, Training, Analysis, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of New Mexico 2002 — 2006
BA, History
Ann Andreassian Ann Andreassian's Bank of the West Experience 1990 - 2002
Job Vice President, Vendor Risk Manager Wealth Markets at MUFG Union Bank, N.A.
Industry Investment Banking
Experience
MUFG Union Bank, N.A. December 2014 - Present
Union Bank/UnionBanc Investment Services,LLC February 2005 - December 2014
UnionBanc Investment Services February 2005 - July 2007
Wescom Financial Services, LLC October 2002 - February 2005
Banc of the West Investment Services November 1990 - October 2002
Bank of the West 1990 - 2002
Education
Suffolk University - Sawyer Business School
Bachelor's Degree, Business Administration and Management, General
Suffolk University - Sawyer School of Management
Bachelor's Degree, Business Management & Finance
MUFG Union Bank, N.A. December 2014 - Present
Union Bank/UnionBanc Investment Services,LLC February 2005 - December 2014
UnionBanc Investment Services February 2005 - July 2007
Wescom Financial Services, LLC October 2002 - February 2005
Banc of the West Investment Services November 1990 - October 2002
Bank of the West 1990 - 2002
Education
Suffolk University - Sawyer Business School
Bachelor's Degree, Business Administration and Management, General
Suffolk University - Sawyer School of Management
Bachelor's Degree, Business Management & Finance
Chris Crisler Chris Crisler's Bank of the West Experience November 2010 - July 2013
Job Recycling
Industry Environmental Services
Experience
NGTR Tire Recycling Inc. July 2013 - Present
Bank of the West November 2010 - July 2013
Bank of the West September 2010 - November 2010
FedEx Ground November 2008 - May 2010
Skills
Consumer Lending, Banking, Retail Banking, Loans, Credit, Commercial Lending, Banking Operations, Banking Relationships, Small Business Lending, Management, Sales
Education
The University of Georgia 2008 — 2010
Envirnomental Economics and Management, Economics
Gainesville State College
Associate's degree, Business Administration and Management, General
NGTR Tire Recycling Inc. July 2013 - Present
Bank of the West November 2010 - July 2013
Bank of the West September 2010 - November 2010
FedEx Ground November 2008 - May 2010
Skills
Consumer Lending, Banking, Retail Banking, Loans, Credit, Commercial Lending, Banking Operations, Banking Relationships, Small Business Lending, Management, Sales
Education
The University of Georgia 2008 — 2010
Envirnomental Economics and Management, Economics
Gainesville State College
Associate's degree, Business Administration and Management, General
Randall McCauley Randall McCauley's Bank of the West Experience June 1999 - April 2005
Job President/CEO at Providence Bank of Texas, SSB
Industry Banking
Experience
Providence Bank of Texas, SSB November 2007 - Present
First National Bank of Wichita Falls May 2005 - October 2007
Bank of the West June 1999 - April 2005
Overton Bank and Trust 1996 - 2000
Skills
Real Estate Finance, Credit Analysis, Real Estate Economics, Risk Management, Commercial Lending, Banking, Commercial Banking, Loans, Credit, Mortgage Lending, Investments, Portfolio Management, Underwriting, Mortgage Banking, Real Estate, Corporate Finance, Small Business Lending, Commercial Real Estate, Commercial Mortgages, Investment Properties, Small Business, Asset Management, Loan Origination, Financial Institutions, Executive Management, Strategic Financial..., Brokerage, Financial Analysis, Asset Based Lending, Funding, SBA, Construction Loans, Financial Structuring, Lines Of Credit, Treasury Management, Real Estate Financing, Due Diligence, Consumer Lending, Finance, Financial Risk, Bank Secrecy Act, Refinance, Residential Mortgages, Credit Risk, Loan Servicing, Retail Banking, Disposition, Structured Finance, Wealth Management, Cash Management
Education
Texas A&M University - Mays Business School 1986 — 1988
Master of Science, Finance, Real Estate
Texas Wesleyan University 1982 — 1986
BBA, Economics/Finance
Providence Bank of Texas, SSB November 2007 - Present
First National Bank of Wichita Falls May 2005 - October 2007
Bank of the West June 1999 - April 2005
Overton Bank and Trust 1996 - 2000
Skills
Real Estate Finance, Credit Analysis, Real Estate Economics, Risk Management, Commercial Lending, Banking, Commercial Banking, Loans, Credit, Mortgage Lending, Investments, Portfolio Management, Underwriting, Mortgage Banking, Real Estate, Corporate Finance, Small Business Lending, Commercial Real Estate, Commercial Mortgages, Investment Properties, Small Business, Asset Management, Loan Origination, Financial Institutions, Executive Management, Strategic Financial..., Brokerage, Financial Analysis, Asset Based Lending, Funding, SBA, Construction Loans, Financial Structuring, Lines Of Credit, Treasury Management, Real Estate Financing, Due Diligence, Consumer Lending, Finance, Financial Risk, Bank Secrecy Act, Refinance, Residential Mortgages, Credit Risk, Loan Servicing, Retail Banking, Disposition, Structured Finance, Wealth Management, Cash Management
Education
Texas A&M University - Mays Business School 1986 — 1988
Master of Science, Finance, Real Estate
Texas Wesleyan University 1982 — 1986
BBA, Economics/Finance
Richard Bergez's Bank of the West Experience August 2008 - May 2014
Job Senior Vice President at First American Bank
Industry Banking
Experience
First American Bank November 2014 - Present
Bank of the West August 2008 - May 2014
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Small Business Lending, Loans, Cash Management, Consumer Lending, Lines Of Credit
Education
Texas A&M University
First American Bank November 2014 - Present
Bank of the West August 2008 - May 2014
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Small Business Lending, Loans, Cash Management, Consumer Lending, Lines Of Credit
Education
Texas A&M University
Tibor Szikszai Tibor Szikszai's Bank of the West Experience May 2013 - Present
Job Senior Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2013 - Present
HSBC Private Bank March 2011 - April 2013
Blackrock Asset Management North Asia Ltd. January 2009 - May 2011
Barclays Global Investors June 1996 - December 2008
Sierra Systems February 1995 - June 1996
Weldwood of Canada December 1992 - February 1995
Komenda Capital Corporation March 1992 - December 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Asset Management, Financial Services, Trading Systems, Back Office, Banking, Finance, Project Portfolio..., ETFs, Cash Management, Commercial Banking, Securities Lending
Education
The University of British Columbia 1988 — 1993
Bachelor of Education (BEd); Diploma of Special Education, Special Education and Teaching, Kindergarten to 8th grade
University of British Columbia 1989 — 1992
Master of Science
University of West Hungary 1983 — 1988
B. Sc.
Bank of the West May 2013 - Present
HSBC Private Bank March 2011 - April 2013
Blackrock Asset Management North Asia Ltd. January 2009 - May 2011
Barclays Global Investors June 1996 - December 2008
Sierra Systems February 1995 - June 1996
Weldwood of Canada December 1992 - February 1995
Komenda Capital Corporation March 1992 - December 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Asset Management, Financial Services, Trading Systems, Back Office, Banking, Finance, Project Portfolio..., ETFs, Cash Management, Commercial Banking, Securities Lending
Education
The University of British Columbia 1988 — 1993
Bachelor of Education (BEd); Diploma of Special Education, Special Education and Teaching, Kindergarten to 8th grade
University of British Columbia 1989 — 1992
Master of Science
University of West Hungary 1983 — 1988
B. Sc.
JUDY PALUMBO JUDY PALUMBO's Bank of the West Experience 2009 - Present
Job Banking Professional
Industry Banking
Experience
Bank of the West 2009 - Present
PUEBLO BANK AND TRUST January 2009 - June 2009
FIRST UNITED BANK 2006 - 2008
Colorado Business Bank 1990 - 1997
Education
The University of New Mexico 1972 — 1973
general
Bank of the West 2009 - Present
PUEBLO BANK AND TRUST January 2009 - June 2009
FIRST UNITED BANK 2006 - 2008
Colorado Business Bank 1990 - 1997
Education
The University of New Mexico 1972 — 1973
general
Yi Yin Yi Yin's Bank of the West Experience June 2014 - August 2014
Job Quantitative Finance Club's Vice President of Operations
Industry Banking
Experience
PanAgora Asset Management July 2015 - August 2015
Bank of the West June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Bank July 2012 - August 2012
The Ohio State University September 2011 - June 2012
The Ohio State University June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Matlab, Eclipse, OS X, Programming, Higher Education, Java, Minitab, Access, SAS Programming, Stata
Education
Washington University in St. Louis 2015 — 2016
Master’s Degree, Master of Science in Quantitative Finance
Washington University in St. Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Mathematics and Finance
The Ohio State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics
PanAgora Asset Management July 2015 - August 2015
Bank of the West June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Bank July 2012 - August 2012
The Ohio State University September 2011 - June 2012
The Ohio State University June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Matlab, Eclipse, OS X, Programming, Higher Education, Java, Minitab, Access, SAS Programming, Stata
Education
Washington University in St. Louis 2015 — 2016
Master’s Degree, Master of Science in Quantitative Finance
Washington University in St. Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Mathematics and Finance
The Ohio State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics
Michael Bass Michael Bass's Bank of the West Experience March 2015 - Present
Job VP High Risk Client Unit AML Compliance Manager
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Bank of the West January 2015 - March 2015
JPMorgan Chase & Co. September 2006 - January 2015
US Army November 1999 - December 2004
Skills
AML, Anti Money Laundering, Banking, Cash Management, Enforcement, Finance, Financial Risk, Intelligence, Leadership, Management, Military, Team Building, Training, Treasury Management, Customer Service, Due Diligence, Strategic Planning
Education
Ohio Dominican University 2011 — 2012
MBA, MBA
The Ohio State University 1999 — 2002
BA, History
USAJFKSWCS
Psychological Operations Specialist Course
Dublin Coffman
College Prep
Bank of the West March 2015 - Present
Bank of the West January 2015 - March 2015
JPMorgan Chase & Co. September 2006 - January 2015
US Army November 1999 - December 2004
Skills
AML, Anti Money Laundering, Banking, Cash Management, Enforcement, Finance, Financial Risk, Intelligence, Leadership, Management, Military, Team Building, Training, Treasury Management, Customer Service, Due Diligence, Strategic Planning
Education
Ohio Dominican University 2011 — 2012
MBA, MBA
The Ohio State University 1999 — 2002
BA, History
USAJFKSWCS
Psychological Operations Specialist Course
Dublin Coffman
College Prep
Aaron Eide's Bank of the West Experience June 2000 - May 2004
Job Sales Executive
Industry Insurance
Experience
Flood and Peterson November 2011 - Present
Ewing-Leavitt Insurance March 2009 - November 2011
First National Bank of Colorado May 2004 - March 2009
Bank of the West June 2000 - May 2004
Skills
Retail, Manufacturing, Credit Insurance, Insurance, Construction, Professional Services, Captive Insurance..., Workers Compensation, Captives, Management, Underwriting, Banking, Strategic Planning, Finance, Mergers & Acquisitions, Risk Management, Sales Management, Small Business, Strategy, Business Planning, Employee Benefits, Disability Insurance, Sales, Brokers, Business Analysis, Real Estate, Term Life Insurance, Financial Risk, Customer Service, Loans, Investments, Commercial Insurance, Leadership, Professional Liability, Property & Casualty..., Executive Management, New Business Development, General Insurance, Health Insurance, Legal Liability, Employment Practices..., Liability, Team Building, Contract Negotiation, Marketing Strategy, Marketing, Negotiation, Public Speaking, Account Management
Education
Graduate School of Banking at Colorado 2004 — 2007
Graduate Degree, Banking
The University of North Dakota 1996 — 2000
Bachelor of Science, Finance
Coach Training Alliance
Human Capital Coach
Flood and Peterson November 2011 - Present
Ewing-Leavitt Insurance March 2009 - November 2011
First National Bank of Colorado May 2004 - March 2009
Bank of the West June 2000 - May 2004
Skills
Retail, Manufacturing, Credit Insurance, Insurance, Construction, Professional Services, Captive Insurance..., Workers Compensation, Captives, Management, Underwriting, Banking, Strategic Planning, Finance, Mergers & Acquisitions, Risk Management, Sales Management, Small Business, Strategy, Business Planning, Employee Benefits, Disability Insurance, Sales, Brokers, Business Analysis, Real Estate, Term Life Insurance, Financial Risk, Customer Service, Loans, Investments, Commercial Insurance, Leadership, Professional Liability, Property & Casualty..., Executive Management, New Business Development, General Insurance, Health Insurance, Legal Liability, Employment Practices..., Liability, Team Building, Contract Negotiation, Marketing Strategy, Marketing, Negotiation, Public Speaking, Account Management
Education
Graduate School of Banking at Colorado 2004 — 2007
Graduate Degree, Banking
The University of North Dakota 1996 — 2000
Bachelor of Science, Finance
Coach Training Alliance
Human Capital Coach
Edwina Roybal Sanchez Edwina Roybal Sanchez's Bank of the West Experience May 2015 - Present
Job MLO# 595271
Industry Banking
Experience
Bank of the West May 2015 - Present
Loan Logic a division of Pinnacle Capital Mortgage Corp May 2013 - April 2015
Bank of Albuquerque September 2012 - May 2013
BBVA Compass August 2008 - September 2012
Bank of America June 2000 - August 2008
Wells Fargo Home Mortgage June 1997 - December 2000
Bank of America May 1993 - June 1997
Albuquerque Federal Savings and Loan May 1978 - May 1993
Skills
Mortgage Banking, Loans, Credit, Customer Service, Mortgage Lending, Refinance, Real Estate, Loan Origination, Credit Analysis, Investments, Small Business, FHA, Team Building, Financial Analysis, Strategic Planning, Banking, Marketing, Residential Mortgages, Finance, Short Sales, Commercial Banking, Underwriting, FHA financing, New Business Development
Education
The University of New Mexico 1981 — 1984
Bachelor of Science (B.S.), Counseling Psychology
Bank of the West May 2015 - Present
Loan Logic a division of Pinnacle Capital Mortgage Corp May 2013 - April 2015
Bank of Albuquerque September 2012 - May 2013
BBVA Compass August 2008 - September 2012
Bank of America June 2000 - August 2008
Wells Fargo Home Mortgage June 1997 - December 2000
Bank of America May 1993 - June 1997
Albuquerque Federal Savings and Loan May 1978 - May 1993
Skills
Mortgage Banking, Loans, Credit, Customer Service, Mortgage Lending, Refinance, Real Estate, Loan Origination, Credit Analysis, Investments, Small Business, FHA, Team Building, Financial Analysis, Strategic Planning, Banking, Marketing, Residential Mortgages, Finance, Short Sales, Commercial Banking, Underwriting, FHA financing, New Business Development
Education
The University of New Mexico 1981 — 1984
Bachelor of Science (B.S.), Counseling Psychology
Beth Yohe's Bank of the West Experience December 2010 - May 2012
Job Independent Beauty Consultant
Industry Cosmetics
Experience
City of Thornton November 2013 - Present
Mary Kay Cosmetics *Independent February 2014 - Present
Town of Frisco May 2012 - November 2013
Bank of the West December 2010 - May 2012
Mulligan Printing Corp June 2007 - October 2009
Skills
Microsoft Office, Customer Service, Office Administration, Cosmetics, Skin Care, Microsoft Word, Administrative..., Event Planning, Team Building, Event Management, Community Outreach, Public Speaking, Public Relations, Nonprofits, Management, Budgets
Education
Baptist Bible College and Seminary 2005 — 2007
Associate of Arts (AA), Office Professional/Biblical Studies
City of Thornton November 2013 - Present
Mary Kay Cosmetics *Independent February 2014 - Present
Town of Frisco May 2012 - November 2013
Bank of the West December 2010 - May 2012
Mulligan Printing Corp June 2007 - October 2009
Skills
Microsoft Office, Customer Service, Office Administration, Cosmetics, Skin Care, Microsoft Word, Administrative..., Event Planning, Team Building, Event Management, Community Outreach, Public Speaking, Public Relations, Nonprofits, Management, Budgets
Education
Baptist Bible College and Seminary 2005 — 2007
Associate of Arts (AA), Office Professional/Biblical Studies
Amber McCracken's Bank of the West Experience May 2003 - February 2006
Job Owner at Essistant Pro
Industry Internet
Experience
Essistant Pro March 2015 - Present
Zirtual May 2013 - May 2015
Poppy Clementine, Inc. October 2008 - June 2013
Bank of the West May 2003 - February 2006
Philip Morris International May 2001 - May 2003
Skills
Virtual Assistance, Event Planning, Travel Arrangements, Personal Shopping, Data Entry, Online Travel, Online Research, E-commerce SEO, Online Communications, Travel Planning, Project Management, Email Management, Email Marketing, Email Archiving, Online Advertising, Social Media, Purchasing, Comparison Shopping, Customer Service, Management, SEO, Sales, E-commerce, Facebook, Adobe Creative Suite, Graphic Design
Education
University of Kansas 1994 — 2001
Bachelor of Science (BS), Business Administration and Management, General, 3.33 GPA
University of Kansas 1994 — 2001
Bachelor's degree, Communication and Media Studies, 3.89 GPA
Essistant Pro March 2015 - Present
Zirtual May 2013 - May 2015
Poppy Clementine, Inc. October 2008 - June 2013
Bank of the West May 2003 - February 2006
Philip Morris International May 2001 - May 2003
Skills
Virtual Assistance, Event Planning, Travel Arrangements, Personal Shopping, Data Entry, Online Travel, Online Research, E-commerce SEO, Online Communications, Travel Planning, Project Management, Email Management, Email Marketing, Email Archiving, Online Advertising, Social Media, Purchasing, Comparison Shopping, Customer Service, Management, SEO, Sales, E-commerce, Facebook, Adobe Creative Suite, Graphic Design
Education
University of Kansas 1994 — 2001
Bachelor of Science (BS), Business Administration and Management, General, 3.33 GPA
University of Kansas 1994 — 2001
Bachelor's degree, Communication and Media Studies, 3.89 GPA
Amber McArthur's Bank of the West Experience August 2008 - January 2009
Job Biology Teacher at Halstead High School USD 440
Industry Financial Services
Experience
Halstead High School-- USD 440 June 2015 - Present
Quintiles May 2014 - Present
Via Christi Health August 2013 - April 2014
Mainstreet Credit Union January 2009 - July 2013
CSL Plasma May 2011 - May 2012
Bank of the West August 2008 - January 2009
Target December 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, Sales, Research, Phlebotomy, Adult Education, Laboratory
Education
Wichita State University 2015 — 2017
Master of Arts in Teaching, Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Human Biology, 3.3
Halstead High School-- USD 440 June 2015 - Present
Quintiles May 2014 - Present
Via Christi Health August 2013 - April 2014
Mainstreet Credit Union January 2009 - July 2013
CSL Plasma May 2011 - May 2012
Bank of the West August 2008 - January 2009
Target December 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, Sales, Research, Phlebotomy, Adult Education, Laboratory
Education
Wichita State University 2015 — 2017
Master of Arts in Teaching, Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Human Biology, 3.3
Amanda LeGrand Worth's Bank of the West Experience 2009 - 2011
Job Account Executive at Mood Media
Industry Marketing and Advertising
Experience
Mood Media April 2015 - Present
LJS Media Group (Lincoln Journal Star) June 2011 - April 2015
Bank of the West 2009 - 2011
Skills
Management, Marketing, Microsoft Excel, Social Media, Team Leadership, Marketing Communications, Advertising, Microsoft Office, PowerPoint, Public Relations, Online Advertising, Sales, Public Speaking, Marketing Strategy, Project Management, Customer Service, Sales Management, Editing, Marketing Management, Budgets, Social Media Marketing, Email Marketing, Account Management, Online Marketing, Advertising Sales, Digital Marketing, Event Planning, Fundraising, Social Networking, Team Building
Education
College of Saint Mary 2010 — 2011
Master in Organizational Leadership, Business
University of Nebraska at Omaha 2007 — 2010
Management, Marketing
University of Kansas 2006 — 2007
Economics
Mood Media April 2015 - Present
LJS Media Group (Lincoln Journal Star) June 2011 - April 2015
Bank of the West 2009 - 2011
Skills
Management, Marketing, Microsoft Excel, Social Media, Team Leadership, Marketing Communications, Advertising, Microsoft Office, PowerPoint, Public Relations, Online Advertising, Sales, Public Speaking, Marketing Strategy, Project Management, Customer Service, Sales Management, Editing, Marketing Management, Budgets, Social Media Marketing, Email Marketing, Account Management, Online Marketing, Advertising Sales, Digital Marketing, Event Planning, Fundraising, Social Networking, Team Building
Education
College of Saint Mary 2010 — 2011
Master in Organizational Leadership, Business
University of Nebraska at Omaha 2007 — 2010
Management, Marketing
University of Kansas 2006 — 2007
Economics
Philip Hamner's Bank of the West Experience June 2014 - August 2014
Job High Risk Operations Intern at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2014 - August 2014
Federal Trade Commission April 2014 - June 2014
Accu-Logistics LL2 June 2012 - August 2012
MerryMakers, Inc. March 2011 - June 2012
Skills
Loans, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Social Media, Teamwork, Leadership, Event Planning, Sales
Education
University of California, Santa Cruz 2011 — 2015
Bachelor's Degree, Double major: Economics, Politics
The Institut d'études politiques de Paris 2014 — 2014
Political Science and Philosophy
The University of Hong Kong 2013 — 2013
Business and Economics
Bank of the West June 2014 - August 2014
Federal Trade Commission April 2014 - June 2014
Accu-Logistics LL2 June 2012 - August 2012
MerryMakers, Inc. March 2011 - June 2012
Skills
Loans, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Social Media, Teamwork, Leadership, Event Planning, Sales
Education
University of California, Santa Cruz 2011 — 2015
Bachelor's Degree, Double major: Economics, Politics
The Institut d'études politiques de Paris 2014 — 2014
Political Science and Philosophy
The University of Hong Kong 2013 — 2013
Business and Economics
Betsy Alberty Betsy Alberty's Bank of the West Experience March 2010 - June 2014
Job Human Resources Generalist at Gate City Bank
Industry Human Resources
Experience
Gate City Bank July 2015 - Present
Integrity Windows and Doors June 2014 - June 2015
Bank of the West March 2010 - June 2014
Prairie St. John's September 2007 - March 2010
Upstream LLC June 2005 - September 2007
Skills
Talent Acquisition, Interviewing, Sourcing, Call Center, Recruiting, Training, Financial Services, Healthcare, Networking, Employee Relations, Onboarding, Applicant Tracking..., College Recruiting, Human Resources, Performance Management, Coaching, Talent Management, Leadership, Team Building, Hiring, Screening, Employee Training, Internet Recruiting, New Hire Orientations, Resume Writing, Cold Calling, PeopleSoft, Screening Resumes, Job Fairs, Temporary Placement, Personnel Management, Interviews, Banking, Management, Taleo, Time Management, Employee Benefits, HRIS, Employee Engagement, Benefits Administration, Succession Planning, Deferred Compensation
Education
The University of North Dakota 2001 — 2005
BBA, Marketing and Managment
Gate City Bank July 2015 - Present
Integrity Windows and Doors June 2014 - June 2015
Bank of the West March 2010 - June 2014
Prairie St. John's September 2007 - March 2010
Upstream LLC June 2005 - September 2007
Skills
Talent Acquisition, Interviewing, Sourcing, Call Center, Recruiting, Training, Financial Services, Healthcare, Networking, Employee Relations, Onboarding, Applicant Tracking..., College Recruiting, Human Resources, Performance Management, Coaching, Talent Management, Leadership, Team Building, Hiring, Screening, Employee Training, Internet Recruiting, New Hire Orientations, Resume Writing, Cold Calling, PeopleSoft, Screening Resumes, Job Fairs, Temporary Placement, Personnel Management, Interviews, Banking, Management, Taleo, Time Management, Employee Benefits, HRIS, Employee Engagement, Benefits Administration, Succession Planning, Deferred Compensation
Education
The University of North Dakota 2001 — 2005
BBA, Marketing and Managment
David (Martinez) Casner David (Martinez) Casner's Bank of the West Experience July 2007 - November 2008
Job Community Learning Instructor at Central Oregon Community College
Industry E-Learning
Experience
Central Oregon Community College September 2014 - Present
Bend Memorial Clinic October 2014 - July 2015
Bend Memorial Clinic July 2014 - July 2015
University of New Mexico March 2014 - May 2014
University of New Mexico January 2014 - May 2014
Sandia Resort & Casino September 2011 - March 2012
Fresenius Medical Care October 2009 - November 2010
Bank of the West July 2007 - November 2008
Skills
Leadership, Training, Customer Service, Management, Coaching, Human Resources, Telephone Skills, Microsoft Office, Customer Satisfaction, Access, Employee Training, Organizational..., Strategic Planning, Teamwork, Process Improvement, Mentoring, Program Management, Outlook, Time Management, Microsoft Excel, PowerPoint, Inventory Management, Team Leadership, Sales Management, Data Entry, Microsoft Word, Team Building, Process Scheduler, Networking, Interviews, Software Documentation, Administration, Social Networking, Event Planning, Instructional Design, ADDIE, Leadership Development, Employee Relations, Captivate, Needs Analysis, Training Needs Analysis, New Hire Training, Instructor-led Training, E-Learning, Training Delivery, Blended Learning, Distance Learning, Learning Management..., Learning Ma, Epic Systems
Education
The University of New Mexico 2014 — 2016
Master's Degree, Organization, Information, & Learning Sciences
The University of New Mexico 2012 — 2014
Bachelor's Degree, Technology & Training, 3.44
Mora High School 2000 — 2004
High School, General Studies
Central Oregon Community College September 2014 - Present
Bend Memorial Clinic October 2014 - July 2015
Bend Memorial Clinic July 2014 - July 2015
University of New Mexico March 2014 - May 2014
University of New Mexico January 2014 - May 2014
Sandia Resort & Casino September 2011 - March 2012
Fresenius Medical Care October 2009 - November 2010
Bank of the West July 2007 - November 2008
Skills
Leadership, Training, Customer Service, Management, Coaching, Human Resources, Telephone Skills, Microsoft Office, Customer Satisfaction, Access, Employee Training, Organizational..., Strategic Planning, Teamwork, Process Improvement, Mentoring, Program Management, Outlook, Time Management, Microsoft Excel, PowerPoint, Inventory Management, Team Leadership, Sales Management, Data Entry, Microsoft Word, Team Building, Process Scheduler, Networking, Interviews, Software Documentation, Administration, Social Networking, Event Planning, Instructional Design, ADDIE, Leadership Development, Employee Relations, Captivate, Needs Analysis, Training Needs Analysis, New Hire Training, Instructor-led Training, E-Learning, Training Delivery, Blended Learning, Distance Learning, Learning Management..., Learning Ma, Epic Systems
Education
The University of New Mexico 2014 — 2016
Master's Degree, Organization, Information, & Learning Sciences
The University of New Mexico 2012 — 2014
Bachelor's Degree, Technology & Training, 3.44
Mora High School 2000 — 2004
High School, General Studies
Steven A. Vernick Steven A. Vernick's Bank of the West Experience July 2005 - April 2007
Job Managing Director at Asset Finance Consultant
Industry Financial Services
Experience
Asset Finance Consultant August 2015 - Present
Firstlightwave January 2011 - August 2015
Steven A. Vernick April 2010 - December 2010
Intelilease August 2007 - March 2009
Bank of the West July 2005 - April 2007
Wells Fargo Bank 2004 - 2004
Siebel Systems November 2000 - September 2003
Wired Capital 1999 - 2000
LINC Capital 1998 - 1999
El Camino Resources, Ltd. 1990 - 1998
Skills
Credit Risk, Syndications, Loan Structuring, Debt, Credit
Education
Syracuse University
B.A., Sociology
Syracuse University
MBA, Finance
Asset Finance Consultant August 2015 - Present
Firstlightwave January 2011 - August 2015
Steven A. Vernick April 2010 - December 2010
Intelilease August 2007 - March 2009
Bank of the West July 2005 - April 2007
Wells Fargo Bank 2004 - 2004
Siebel Systems November 2000 - September 2003
Wired Capital 1999 - 2000
LINC Capital 1998 - 1999
El Camino Resources, Ltd. 1990 - 1998
Skills
Credit Risk, Syndications, Loan Structuring, Debt, Credit
Education
Syracuse University
B.A., Sociology
Syracuse University
MBA, Finance
Kristen Avery Kristen Avery's Bank of the West Experience December 2008 - June 2011
Job Agricultural Loan Officer at Bank of the Sierra
Industry Banking
Experience
Bank of the Sierra February 2015 - Present
Rabobank June 2011 - February 2015
Bank of the West December 2008 - June 2011
The Big Fresno Fair February 2008 - November 2008
Skills
Agriculture, Agribusiness, Strategic Planning, Statistics, Market Analysis, Market Research, Negotiation, Research, Commodity, Marketing Strategy, Trading, Economics, Analysis, Commodity Markets, Business Planning, Hedging, Financial Analysis, Financial Modeling, Finance
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Agribusiness/Agricultural Business Operations
Bank of the Sierra February 2015 - Present
Rabobank June 2011 - February 2015
Bank of the West December 2008 - June 2011
The Big Fresno Fair February 2008 - November 2008
Skills
Agriculture, Agribusiness, Strategic Planning, Statistics, Market Analysis, Market Research, Negotiation, Research, Commodity, Marketing Strategy, Trading, Economics, Analysis, Commodity Markets, Business Planning, Hedging, Financial Analysis, Financial Modeling, Finance
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Agribusiness/Agricultural Business Operations
Sheila Peabody Sheila Peabody's Bank of the West Experience October 2000 - Present
Job Training Administrator, Consumer Servicing at Bank of the West
Industry Banking
Experience
Bank of the West October 2000 - Present
Bank of the West January 2000 - Present
Skills
Training
Education
Taylor University
Bachelor of Science, Education
Bank of the West October 2000 - Present
Bank of the West January 2000 - Present
Skills
Training
Education
Taylor University
Bachelor of Science, Education
Henry Sorensen's Bank of the West Experience January 2007 - December 2010
Job Project Coordinator Lockton Companies
Industry Insurance
Experience
Lockton Companies February 2014 - Present
Lockton Companies September 2012 - January 2014
Sporting Kansas City August 2011 - August 2012
University of Kansas Endowment Association January 2012 - July 2012
Complete Nutrition January 2011 - August 2011
Bank of the West January 2007 - December 2010
Skills
Sales, Customer Service, Marketing, Fundraising, Microsoft Office, Time Management, Customer Satisfaction, Outlook, Coaching, Data Entry, PowerPoint, Nutrition, Microsoft Excel, Retail, Leadership, Social Media, SharePoint, PeopleSoft, Photography, Digital Video, Video Production, Video Editing, Digital Media
Education
University of Kansas 2009 — 2012
Bachelor's degree, Communication and Media Studies
Lockton Companies February 2014 - Present
Lockton Companies September 2012 - January 2014
Sporting Kansas City August 2011 - August 2012
University of Kansas Endowment Association January 2012 - July 2012
Complete Nutrition January 2011 - August 2011
Bank of the West January 2007 - December 2010
Skills
Sales, Customer Service, Marketing, Fundraising, Microsoft Office, Time Management, Customer Satisfaction, Outlook, Coaching, Data Entry, PowerPoint, Nutrition, Microsoft Excel, Retail, Leadership, Social Media, SharePoint, PeopleSoft, Photography, Digital Video, Video Production, Video Editing, Digital Media
Education
University of Kansas 2009 — 2012
Bachelor's degree, Communication and Media Studies
MARQUIES WEAVER's Bank of the West Experience February 2015 - Present
Job CSO AVP Bank of The West
Industry Banking
Experience
Palm Desert Chamber of Commerce September 2015 - Present
Bank of the West February 2015 - Present
La Quinta High School January 2015 - Present
Weaver House 2009 - Present
Davis Paige Management Systems January 2011 - December 2012
M&I Bank July 2008 - May 2011
CMP Technology June 2007 - March 2008
Bank of America July 2006 - June 2007
Bank of America June 2002 - April 2007
Bank of America May 2003 - June 2006
Skills
Training, Recruiting, Team Building, Sales, Banking, Finance, Business Development, Business Planning, Marketing, Leadership, Customer Satisfaction, Small Business, Coaching, Management, Strategic Planning, Customer Service
Education
The University of Kansas 1995 — 2002
Bachalors, Interior/ Acrhitecture
University of Kansas 1995 — 2002
BA, Interior Architecture & Design
Palm Desert Chamber of Commerce September 2015 - Present
Bank of the West February 2015 - Present
La Quinta High School January 2015 - Present
Weaver House 2009 - Present
Davis Paige Management Systems January 2011 - December 2012
M&I Bank July 2008 - May 2011
CMP Technology June 2007 - March 2008
Bank of America July 2006 - June 2007
Bank of America June 2002 - April 2007
Bank of America May 2003 - June 2006
Skills
Training, Recruiting, Team Building, Sales, Banking, Finance, Business Development, Business Planning, Marketing, Leadership, Customer Satisfaction, Small Business, Coaching, Management, Strategic Planning, Customer Service
Education
The University of Kansas 1995 — 2002
Bachalors, Interior/ Acrhitecture
University of Kansas 1995 — 2002
BA, Interior Architecture & Design
Elisa Balderrama Elisa Balderrama's Bank of the West Experience March 2011 - January 2012
Job Loan Review Specialist at First Western Bank
Industry Financial Services
Experience
First Western Bank August 2012 - Present
Dent-A-Med, Inc. dba The HELPcard February 2012 - Present
Bank of the West March 2011 - January 2012
FirsTier Bank November 2009 - January 2011
FirsTier Bank February 2007 - November 2009
Education
Brighton High School 1997 — 2001
The University of New Mexico
First Western Bank August 2012 - Present
Dent-A-Med, Inc. dba The HELPcard February 2012 - Present
Bank of the West March 2011 - January 2012
FirsTier Bank November 2009 - January 2011
FirsTier Bank February 2007 - November 2009
Education
Brighton High School 1997 — 2001
The University of New Mexico
Matt Meduna Matt Meduna's Bank of the West Experience 2002 - 2005
Job Vice President at UNION BANK AND TRUST
Industry Banking
Experience
UNION BANK AND TRUST February 2011 - Present
Pinnacle Bank June 2008 - February 2011
Washington County Bank 2005 - 2008
Bank of the West 2002 - 2005
Commercial Federal Bank 2002 - 2002
Skills
C&I Lending, Commercial Banking, Balance Sheet Review, P&L Analysis, Credit Analysis, Relationship Management, New Business Development, Treasury Management, Cross Selling, Banking, Management, Mortgage Banking, Small Business Lending, Loans, Commercial Lending, Credit
Education
University of Dallas 1998 — 2000
MBA Corporate Finance
The University of Dallas 1993 — 1997
BA, History
UNION BANK AND TRUST February 2011 - Present
Pinnacle Bank June 2008 - February 2011
Washington County Bank 2005 - 2008
Bank of the West 2002 - 2005
Commercial Federal Bank 2002 - 2002
Skills
C&I Lending, Commercial Banking, Balance Sheet Review, P&L Analysis, Credit Analysis, Relationship Management, New Business Development, Treasury Management, Cross Selling, Banking, Management, Mortgage Banking, Small Business Lending, Loans, Commercial Lending, Credit
Education
University of Dallas 1998 — 2000
MBA Corporate Finance
The University of Dallas 1993 — 1997
BA, History
Kylie Winter's Bank of the West Experience May 2011 - August 2011
Job
Industry Nonprofit Organization Management
Experience
Texas Tech Payroll Services May 2012 - Present
Accounting Leadership Council August 2012 - Present
Special Olympics August 2010 - Present
Sorority, Kappa Alpha Theta January 2013 - Present
Kappa Alpha Theta January 2012 - December 2012
Bank of the West May 2011 - August 2011
Kid’s Flip Factory May 2009 - August 2009
Education
Texas Tech University - Rawls College of Business
Accounting
Texas Tech Payroll Services May 2012 - Present
Accounting Leadership Council August 2012 - Present
Special Olympics August 2010 - Present
Sorority, Kappa Alpha Theta January 2013 - Present
Kappa Alpha Theta January 2012 - December 2012
Bank of the West May 2011 - August 2011
Kid’s Flip Factory May 2009 - August 2009
Education
Texas Tech University - Rawls College of Business
Accounting
Richard Aubrey Richard Aubrey's Bank of the West Experience January 2006 - August 2009
Job Experienced Financial and Treasury Manager
Industry Financial Services
Experience
Star One Credit Union September 2013 - Present
KeyPoint Credit Union May 2011 - September 2013
RLR Management Consulting December 2009 - July 2011
Bank of the West January 2006 - August 2009
Bank of the West January 1998 - December 2005
Bank of the West August 1993 - December 1997
The Pacific Bank. N.A. January 1990 - January 1993
The Pacific Bank, N.A. January 1986 - January 1990
Skills
Cash Management, Portfolio Management, Banking, Fixed Income, Treasury Management, Capital Markets, ALM, Hedging, Investments, Interest Rate Risk..., Derivatives, Treasury, Loans, Liquidity Management, Finance, Bloomberg, Funding, Mergers, Structured Finance, Trading
Education
UC Davis 2012 — 2015
Certificate Program - Winemaking
The College of Wooster 1969 — 1973
B.A.
Star One Credit Union September 2013 - Present
KeyPoint Credit Union May 2011 - September 2013
RLR Management Consulting December 2009 - July 2011
Bank of the West January 2006 - August 2009
Bank of the West January 1998 - December 2005
Bank of the West August 1993 - December 1997
The Pacific Bank. N.A. January 1990 - January 1993
The Pacific Bank, N.A. January 1986 - January 1990
Skills
Cash Management, Portfolio Management, Banking, Fixed Income, Treasury Management, Capital Markets, ALM, Hedging, Investments, Interest Rate Risk..., Derivatives, Treasury, Loans, Liquidity Management, Finance, Bloomberg, Funding, Mergers, Structured Finance, Trading
Education
UC Davis 2012 — 2015
Certificate Program - Winemaking
The College of Wooster 1969 — 1973
B.A.
Daniel Lobert's Bank of the West Experience February 2015 - Present
Job Digital Sales Product Manager/ MBA Marketing Analytics
Industry Marketing and Advertising
Experience
Bank of the West February 2015 - Present
LD Digital January 2014 - Present
Sixth City Marketing 2013 - 2014
Heartland Bank 2011 - 2012
JPMorgan Chase 2009 - 2011
San Diego National Bank 2008 - 2009
San Diego National Bank 2007 - 2008
San Diego National Bank 2005 - 2007
Various Bands 1996 - 2006
Daniel Lobert 1996 - 2005
Skills
Management, Digital Marketing, Analytics, Banking, Web Analytics, Leadership, Marketing, Loans, Finance, Credit Analysis, Sales, Credit, Retail Banking, Consumer Lending, Guitar instructor..., Sales Management, Commercial Banking, New Business Development, Relationship Management, Marketing Strategy, Online Marketing, SEO, Google Analytics
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Master of Business Administration (MBA), Marketing and Analytics
University of California, San Diego 2013 — 2014
Professional Certificate in Data Mining, Computer Science
University of North Texas
Bank of the West February 2015 - Present
LD Digital January 2014 - Present
Sixth City Marketing 2013 - 2014
Heartland Bank 2011 - 2012
JPMorgan Chase 2009 - 2011
San Diego National Bank 2008 - 2009
San Diego National Bank 2007 - 2008
San Diego National Bank 2005 - 2007
Various Bands 1996 - 2006
Daniel Lobert 1996 - 2005
Skills
Management, Digital Marketing, Analytics, Banking, Web Analytics, Leadership, Marketing, Loans, Finance, Credit Analysis, Sales, Credit, Retail Banking, Consumer Lending, Guitar instructor..., Sales Management, Commercial Banking, New Business Development, Relationship Management, Marketing Strategy, Online Marketing, SEO, Google Analytics
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Master of Business Administration (MBA), Marketing and Analytics
University of California, San Diego 2013 — 2014
Professional Certificate in Data Mining, Computer Science
University of North Texas
Kashyap Khetani Kashyap Khetani's Bank of the West Experience June 2015 - Present
Job Sr. Product Manager at Bank Of the West
Industry Information Technology and Services
Experience
Bank Of the West June 2015 - Present
Silicon Valley Bank March 2011 - June 2015
Quintegra Solutions - USA October 2005 - March 2011
Infospan Inc October 2004 - October 2005
Alliance Bank October 2001 - July 2002
Skills
Software Documentation, SDLC, Waterfall, Agile Methodologies, Business Requirements, Business Analysis, Software Project..., Requirements Gathering, Requirements Analysis, Agile Project Management, Business Process, Project Management, Vendor Management, PMP, User Acceptance Testing, Business Intelligence, XML, SharePoint
Education
Scrum Alliance 2014 — 2014
Certified Scrum Master, Certified Scrum Master, CSM
Six Sigma 2011 — 2011
Six Sigma Green Belt Professional, Project Management & Quality Assurance
University of California, Berkeley 2008 — 2009
Certification, Corporate Finance
Texas A&M University-Commerce 2000 — 2002
MBA, MIS
University of Mumbai 1998 — 1999
M.Commerce - 1, Part 1 - Finance
University of Mumbai 1993 — 1998
B.Commerce, Finance & Accounting
Bank Of the West June 2015 - Present
Silicon Valley Bank March 2011 - June 2015
Quintegra Solutions - USA October 2005 - March 2011
Infospan Inc October 2004 - October 2005
Alliance Bank October 2001 - July 2002
Skills
Software Documentation, SDLC, Waterfall, Agile Methodologies, Business Requirements, Business Analysis, Software Project..., Requirements Gathering, Requirements Analysis, Agile Project Management, Business Process, Project Management, Vendor Management, PMP, User Acceptance Testing, Business Intelligence, XML, SharePoint
Education
Scrum Alliance 2014 — 2014
Certified Scrum Master, Certified Scrum Master, CSM
Six Sigma 2011 — 2011
Six Sigma Green Belt Professional, Project Management & Quality Assurance
University of California, Berkeley 2008 — 2009
Certification, Corporate Finance
Texas A&M University-Commerce 2000 — 2002
MBA, MIS
University of Mumbai 1998 — 1999
M.Commerce - 1, Part 1 - Finance
University of Mumbai 1993 — 1998
B.Commerce, Finance & Accounting
James Sumaya's Bank of the West Experience June 2007 - August 2007
Job Associate at Tryperion Partners
Industry Financial Services
Experience
Tryperion Partners March 2014 - Present
Canyon Capital Realty Advisors August 2011 - March 2014
FTI Consulting Inc August 2008 - March 2011
Bank of the West June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Excel, Cash Flow, Due Diligence, Corporate Finance, Finance, Investments, Portfolio Management, Asset Management, Analysis, Equities, Private Equity, Microsoft Excel, Management, Financial Analysis, Valuation
Education
The University of Kansas 2004 — 2008
Bachelor, Finance
CIMBA 2006 — 2006
Undergrad
Tryperion Partners March 2014 - Present
Canyon Capital Realty Advisors August 2011 - March 2014
FTI Consulting Inc August 2008 - March 2011
Bank of the West June 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Excel, Cash Flow, Due Diligence, Corporate Finance, Finance, Investments, Portfolio Management, Asset Management, Analysis, Equities, Private Equity, Microsoft Excel, Management, Financial Analysis, Valuation
Education
The University of Kansas 2004 — 2008
Bachelor, Finance
CIMBA 2006 — 2006
Undergrad
Ragan Armstrong Ragan Armstrong's Bank of the West Experience August 2004 - January 2006
Job Area Life Consultant at Protective
Industry Financial Services
Experience
Protective Life April 2013 - Present
Self-employed September 2011 - December 2012
Jackson National Life September 2006 - August 2011
Bank of the West August 2004 - January 2006
Skills
Variable Annuities, Series 7, Fixed Annuities, Series 63, Series 6, Life & Health Insurance..., Notary Public, Seminars
Education
Texas Tech University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Protective Life April 2013 - Present
Self-employed September 2011 - December 2012
Jackson National Life September 2006 - August 2011
Bank of the West August 2004 - January 2006
Skills
Variable Annuities, Series 7, Fixed Annuities, Series 63, Series 6, Life & Health Insurance..., Notary Public, Seminars
Education
Texas Tech University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
David Quinn's Bank of the West Experience September 2009 - Present
Job SVP Financial Planning and Analysis Head
Industry Financial Services
Experience
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Walt Benson's Bank of the West Experience 2005 - 2006
Job COO at FootPrints Home Care
Industry Hospital & Health Care
Experience
FootPrints Home Care September 2015 - Present
FootPrints Home Care October 2005 - Present
U.S. Eagle Federal Credit Union January 2013 - August 2015
U.S. Eagle Federal Credit Union August 2006 - December 2012
Bank of the West 2005 - 2006
Santa Fe Trust, Inc. 2003 - 2005
De La Porte & Associates, Inc. 1998 - 2001
Skills
Banking, Strategic Planning, Financial Analysis, Negotiation, Process Improvement, Loans, Sales Management, Credit, Team Building, Coaching, Mortgage Lending, Project Management, Microsoft Office, Microsoft Excel, Contract Negotiation, Small Business Lending, Employee Relations, Performance Management, Leadership, Analysis, Business Strategy, Executive Management, Training, Risk Management, Management, Leadership Development, Business Development, Budgets, Change Management, Finance, Organizational..., Management Consulting, Public Speaking, Small Business, Business Planning, Start-ups, Entrepreneurship
Education
The University of New Mexico 2005 — 2009
MBA
Western Michigan University 2001 — 2003
MA, History
The University of New Mexico 1994 — 1998
BA, Psychology, History
FootPrints Home Care September 2015 - Present
FootPrints Home Care October 2005 - Present
U.S. Eagle Federal Credit Union January 2013 - August 2015
U.S. Eagle Federal Credit Union August 2006 - December 2012
Bank of the West 2005 - 2006
Santa Fe Trust, Inc. 2003 - 2005
De La Porte & Associates, Inc. 1998 - 2001
Skills
Banking, Strategic Planning, Financial Analysis, Negotiation, Process Improvement, Loans, Sales Management, Credit, Team Building, Coaching, Mortgage Lending, Project Management, Microsoft Office, Microsoft Excel, Contract Negotiation, Small Business Lending, Employee Relations, Performance Management, Leadership, Analysis, Business Strategy, Executive Management, Training, Risk Management, Management, Leadership Development, Business Development, Budgets, Change Management, Finance, Organizational..., Management Consulting, Public Speaking, Small Business, Business Planning, Start-ups, Entrepreneurship
Education
The University of New Mexico 2005 — 2009
MBA
Western Michigan University 2001 — 2003
MA, History
The University of New Mexico 1994 — 1998
BA, Psychology, History
Steve Essington's Bank of the West Experience August 2014 - Present
Job Private Client Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2014 - Present
Bank of the West December 2010 - August 2014
Sterling Home Mortgage and Sterling Credit Restoration August 2008 - July 2010
Endeavor Mortgage L.L.C. February 2008 - August 2008
Roberts Mortgage October 2002 - January 2008
Education
The University of New Mexico 1993 — 1998
B.B.A., Financial Management
Manzano
Bank of the West August 2014 - Present
Bank of the West December 2010 - August 2014
Sterling Home Mortgage and Sterling Credit Restoration August 2008 - July 2010
Endeavor Mortgage L.L.C. February 2008 - August 2008
Roberts Mortgage October 2002 - January 2008
Education
The University of New Mexico 1993 — 1998
B.B.A., Financial Management
Manzano
Nanci Baer's Bank of the West Experience 2011 - May 2015
Job Senior Vice President at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of the West 2011 - May 2015
Bank of America August 2004 - December 2011
Skills
Loans, Underwriting, Credit, Credit Analysis, Loan Origination, Asset Management, Real Estate Financing, Commercial Banking, Portfolio Management, Lines Of Credit, Mortgage Banking, Commercial Lending, Banking, Financial Structuring, Construction Loans, Real Estate Economics, Credit Risk, Real Estate, Commercial Real Estate, Risk Management
Education
Edinburgh University
Edinburgh Business School MBA, Finance
Bank of America Merrill Lynch May 2015 - Present
Bank of the West 2011 - May 2015
Bank of America August 2004 - December 2011
Skills
Loans, Underwriting, Credit, Credit Analysis, Loan Origination, Asset Management, Real Estate Financing, Commercial Banking, Portfolio Management, Lines Of Credit, Mortgage Banking, Commercial Lending, Banking, Financial Structuring, Construction Loans, Real Estate Economics, Credit Risk, Real Estate, Commercial Real Estate, Risk Management
Education
Edinburgh University
Edinburgh Business School MBA, Finance
Anna V. Leathers, CMB's Bank of the West Experience January 2013 - Present
Job Vice President Project Manager and Business Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West January 2013 - Present
Circle Bank November 2011 - January 2013
First California Mortgage Company December 2010 - November 2011
Wolters Kluwer Financial Services August 2010 - December 2010
ComplianceEase February 2010 - May 2010
Wolters Kluwers Financial Services February 2009 - January 2010
PRYMAK/Wachovia December 2008 - February 2009
Dorado March 2008 - November 2008
GreenPoint Mortgage Funding July 2004 - August 2007
United Guaranty 2000 - 2004
Skills
Training Delivery, Software Training, Project Management, Business Analysis, E-commerce, Vendor Management, Team Building, Process Improvement, Product Management, Written & Oral..., Training Programme..., Mortgage Banking, Quality Assurance, Financial Analysis, Leadership, Mortgage Lending, Hands-on Training, Credit, Loans, SDLC, Loan Origination, Budgets, Software Documentation, Management, Business Process, Training, Risk Management, Project Planning, Banking, Data Analysis, Business Strategy, Underwriting, Finance
Education
The University of Texas at Austin 1979 — 1981
BBA, Business Education
Texas Tech University 1977 — 1979
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bauman College 2009 — 2010
Nutritional Educator, Holistic Nutrition
Bank of the West January 2013 - Present
Circle Bank November 2011 - January 2013
First California Mortgage Company December 2010 - November 2011
Wolters Kluwer Financial Services August 2010 - December 2010
ComplianceEase February 2010 - May 2010
Wolters Kluwers Financial Services February 2009 - January 2010
PRYMAK/Wachovia December 2008 - February 2009
Dorado March 2008 - November 2008
GreenPoint Mortgage Funding July 2004 - August 2007
United Guaranty 2000 - 2004
Skills
Training Delivery, Software Training, Project Management, Business Analysis, E-commerce, Vendor Management, Team Building, Process Improvement, Product Management, Written & Oral..., Training Programme..., Mortgage Banking, Quality Assurance, Financial Analysis, Leadership, Mortgage Lending, Hands-on Training, Credit, Loans, SDLC, Loan Origination, Budgets, Software Documentation, Management, Business Process, Training, Risk Management, Project Planning, Banking, Data Analysis, Business Strategy, Underwriting, Finance
Education
The University of Texas at Austin 1979 — 1981
BBA, Business Education
Texas Tech University 1977 — 1979
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bauman College 2009 — 2010
Nutritional Educator, Holistic Nutrition
James Hanna's Bank of the West Experience January 2005 - December 2012
Job Chief Technology Officer at AssetMark
Industry Financial Services
Experience
AssetMark January 2013 - Present
Bank of the West January 2005 - December 2012
Fidelity Information Services December 1986 - December 2004
Education
The Ohio State University 1982 — 1986
Information Systems
AssetMark January 2013 - Present
Bank of the West January 2005 - December 2012
Fidelity Information Services December 1986 - December 2004
Education
The Ohio State University 1982 — 1986
Information Systems
Matt Gassner's Bank of the West Experience July 2010 - July 2012
Job Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Bank of the West July 2010 - July 2012
Wells Fargo Advisors, LLC June 2008 - July 2010
Wells Fargo September 2007 - June 2008
Hi Def Web May 2003 - November 2005
Apple Computer 1998 - 2001
University of New Mexico 1997 - 2000
Skills
Outside Sales, Inside Sales, Strategic Financial..., Series 7, Series 66, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Investments, Commercial Lending, Series 63, Mutual Funds, Retirement Planning, Real Estate, Risk Management, Uniform Combined State..., Small Business, Banking
Education
The University of New Mexico 1999 — 2004
Bachelors, Political Science
Valley High School 1996 — 1999
General
Wells Fargo July 2012 - Present
Bank of the West July 2010 - July 2012
Wells Fargo Advisors, LLC June 2008 - July 2010
Wells Fargo September 2007 - June 2008
Hi Def Web May 2003 - November 2005
Apple Computer 1998 - 2001
University of New Mexico 1997 - 2000
Skills
Outside Sales, Inside Sales, Strategic Financial..., Series 7, Series 66, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Investments, Commercial Lending, Series 63, Mutual Funds, Retirement Planning, Real Estate, Risk Management, Uniform Combined State..., Small Business, Banking
Education
The University of New Mexico 1999 — 2004
Bachelors, Political Science
Valley High School 1996 — 1999
General
Stephen Billey's Bank of the West Experience January 2000 - May 2002
Job Finance & Marketing Professional
Industry Financial Services
Experience
Providence Health & Services April 2006 - April 2009
Bank of the West January 2000 - May 2002
Skills
Financial Analysis, Outlook, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Budgets, Analysis, PowerPoint, Access
Education
The Ohio State University 1987 — 1990
Master of Fine Arts
California State University, Sacramento
Bachelor's degree
Providence Health & Services April 2006 - April 2009
Bank of the West January 2000 - May 2002
Skills
Financial Analysis, Outlook, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Budgets, Analysis, PowerPoint, Access
Education
The Ohio State University 1987 — 1990
Master of Fine Arts
California State University, Sacramento
Bachelor's degree
Erin (Hodges) Hopewell's Bank of the West Experience March 2004 - November 2006
Job Creative problem solver and highperformance business strategist
Industry Management Consulting
Experience
LMI August 2015 - Present
IBM February 2012 - August 2015
The Climate Reality Project September 2009 - January 2012
American Capital June 2007 - April 2009
Bank of the West March 2004 - November 2006
H&L Partners (formerly Hoffman/Lewis Advertising) March 2001 - March 2004
DDB Chicago September 1998 - March 2001
Skills
Marketing, Advertising, Marketing Strategy, Email Marketing, Marketing Communications, Analytics, SEO, Consulting, Social Media, Integrated Marketing, Strategic Planning, Social Media Marketing, Online Advertising, Strategy, Program Management, Public Relations, SEM, Creative Direction, Leadership, CRM, Strategic Communications, Project Management, Analysis, Management, Online Marketing, Brand Development, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Colorado at Boulder 1994 — 1998
B.S., Business Administration - Marketing
Lake Forest High School 1990 — 1994
High School
LMI August 2015 - Present
IBM February 2012 - August 2015
The Climate Reality Project September 2009 - January 2012
American Capital June 2007 - April 2009
Bank of the West March 2004 - November 2006
H&L Partners (formerly Hoffman/Lewis Advertising) March 2001 - March 2004
DDB Chicago September 1998 - March 2001
Skills
Marketing, Advertising, Marketing Strategy, Email Marketing, Marketing Communications, Analytics, SEO, Consulting, Social Media, Integrated Marketing, Strategic Planning, Social Media Marketing, Online Advertising, Strategy, Program Management, Public Relations, SEM, Creative Direction, Leadership, CRM, Strategic Communications, Project Management, Analysis, Management, Online Marketing, Brand Development, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Colorado at Boulder 1994 — 1998
B.S., Business Administration - Marketing
Lake Forest High School 1990 — 1994
High School
Jordan Bryant, MBA's Bank of the West Experience December 2005 - April 2006
Job Director of Sales Operations Constructive Playthings at U.S. Toy Company
Industry Consumer Goods
Experience
U.S. Toy Company January 2014 - Present
U.S. Toy Company September 2012 - December 2013
Time Warner Cable August 2007 - September 2012
Time Warner Cable August 2011 - October 2011
Borders Books April 2006 - August 2007
Bank of the West December 2005 - April 2006
Commercial Federal Bank / Bank of The West September 2004 - December 2005
United American Insurance April 2004 - October 2004
Borders Books May 1998 - December 2003
Skills
Customer Service, Team Building, Marketing, Sales Management, Strategic Planning, Coaching, Retail, Team Leadership, Budgets, Inventory Management, Leadership, Sales, Customer Satisfaction, Merchandising, Recruiting, Account Management, Sales Operations, Hiring, Selling, Customer Retention, Loss Prevention, Income Statement, Forecasting, Inventory Control, Sales Process, P&L
Education
University of Kansas - Graduate School of Business 2002 — 2003
MBA, Business Administration, Finance
The University of Kansas 1995 — 1999
BA, Anthropology
U.S. Toy Company January 2014 - Present
U.S. Toy Company September 2012 - December 2013
Time Warner Cable August 2007 - September 2012
Time Warner Cable August 2011 - October 2011
Borders Books April 2006 - August 2007
Bank of the West December 2005 - April 2006
Commercial Federal Bank / Bank of The West September 2004 - December 2005
United American Insurance April 2004 - October 2004
Borders Books May 1998 - December 2003
Skills
Customer Service, Team Building, Marketing, Sales Management, Strategic Planning, Coaching, Retail, Team Leadership, Budgets, Inventory Management, Leadership, Sales, Customer Satisfaction, Merchandising, Recruiting, Account Management, Sales Operations, Hiring, Selling, Customer Retention, Loss Prevention, Income Statement, Forecasting, Inventory Control, Sales Process, P&L
Education
University of Kansas - Graduate School of Business 2002 — 2003
MBA, Business Administration, Finance
The University of Kansas 1995 — 1999
BA, Anthropology
Marie Corum's Bank of the West Experience
Job Credit Analyst II at Bank of the West
Industry Banking
Experience
Bank of the West
Skills
Relationship Management, Credit Analysis, Financial Services
Education
Texas Woman's University
Bank of the West
Skills
Relationship Management, Credit Analysis, Financial Services
Education
Texas Woman's University
Andrew Gaspard's Bank of the West Experience Vice PresidentBank of the West, National Banking Division2005 - Present
Job Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West Vice PresidentBank of the West, National Banking Division2005 - Present
University of Illinois at Chicago 1996 - 1998
Education
The University of Chicago Booth School of Business 1996 — 1998
mba
Bank of the West Vice PresidentBank of the West, National Banking Division2005 - Present
University of Illinois at Chicago 1996 - 1998
Education
The University of Chicago Booth School of Business 1996 — 1998
mba
Christian Marsella's Bank of the West Experience January 2004 - September 2004
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
Roger Chu's Bank of the West Experience June 2014 - Present
Job Vice President, Business Credit Solutions
Industry Banking
Experience
Bank of the West June 2014 - Present
Bank of Marin December 2013 - June 2014
Bank of Alameda (now part of Bank of Marin) 2010 - November 2013
Scotiabank 1998 - 2009
Scotiabank 2004 - 2006
Scotiabank 1995 - 1998
Scotiabank 1994 - 1994
Rockwell Automation 1992 - 1993
Rockwell Automation 1991 - 1992
Skills
Banking, Credit Analysis, Fixed Income, Loans, Risk Management, Commercial Banking, Credit Risk, Structured Finance, Loan Origination, Project Finance, Finance, Commercial Lending, Credit, Derivatives, Negotiation, Restructuring, Financial Services, Training, Capital Markets, Bloomberg, Equities, Executive Management, Cross Selling, Mergers & Acquisitions, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Strategic Financial..., Marketing, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Asset Management, New Business Development, Retail Banking, Leveraged Finance, Valuation, Relationship Management, Investment Banking, Business Development, Financial Structuring, Management, Cash Management, Financial Risk, Underwriting
Education
New York University
M.B.A., Finance
The Ohio State University
B.S., Electrical Engineering
Bank of the West June 2014 - Present
Bank of Marin December 2013 - June 2014
Bank of Alameda (now part of Bank of Marin) 2010 - November 2013
Scotiabank 1998 - 2009
Scotiabank 2004 - 2006
Scotiabank 1995 - 1998
Scotiabank 1994 - 1994
Rockwell Automation 1992 - 1993
Rockwell Automation 1991 - 1992
Skills
Banking, Credit Analysis, Fixed Income, Loans, Risk Management, Commercial Banking, Credit Risk, Structured Finance, Loan Origination, Project Finance, Finance, Commercial Lending, Credit, Derivatives, Negotiation, Restructuring, Financial Services, Training, Capital Markets, Bloomberg, Equities, Executive Management, Cross Selling, Mergers & Acquisitions, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Strategic Financial..., Marketing, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Asset Management, New Business Development, Retail Banking, Leveraged Finance, Valuation, Relationship Management, Investment Banking, Business Development, Financial Structuring, Management, Cash Management, Financial Risk, Underwriting
Education
New York University
M.B.A., Finance
The Ohio State University
B.S., Electrical Engineering
Gary Blankenship's Bank of the West Experience January 1986 - Present
Job Chairman/CEO at Bank of the West
Industry Banking
Experience
Bank of the West January 1986 - Present
Skills
Commercial Banking, Commercial Lending, Banking, Consumer Lending, Financial Analysis, Liability, Credit, Small Business Lending
Education
The University of Dallas 1975 — 1980
Master of Business Administration (M.B.A.), Accounting
Bank of the West January 1986 - Present
Skills
Commercial Banking, Commercial Lending, Banking, Consumer Lending, Financial Analysis, Liability, Credit, Small Business Lending
Education
The University of Dallas 1975 — 1980
Master of Business Administration (M.B.A.), Accounting
Molly Bjorkman's Bank of the West Experience June 2004 - September 2007
Job Tax Manager at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2007 - Present
Bank of the West June 2004 - September 2007
Bank of the West January 2001 - June 2004
Commercial Federal Bank February 2000 - January 2001
Skills
Sales Tax, Sales, Big 4, Microsoft Excel, Tax, Customer Service, Access Database, Sales & Use Tax, Sales & Use Tax..., Tax Accounting
Education
The University of Kansas 2004 — 2007
B.S., Accounting
PricewaterhouseCoopers LLP September 2007 - Present
Bank of the West June 2004 - September 2007
Bank of the West January 2001 - June 2004
Commercial Federal Bank February 2000 - January 2001
Skills
Sales Tax, Sales, Big 4, Microsoft Excel, Tax, Customer Service, Access Database, Sales & Use Tax, Sales & Use Tax..., Tax Accounting
Education
The University of Kansas 2004 — 2007
B.S., Accounting
Su Hiew's Bank of the West Experience September 2010 - Present
Job Vice President, Accounting Policy at Bank of the West
Industry Banking
Experience
Bank of the West September 2010 - Present
Deloitte & Touche November 2008 - August 2011
Cinnamon Jang Willoughby & Co January 2002 - October 2008
PricewaterhouseCoopers Malaysia June 1998 - June 2000
Education
The University of British Columbia
Bank of the West September 2010 - Present
Deloitte & Touche November 2008 - August 2011
Cinnamon Jang Willoughby & Co January 2002 - October 2008
PricewaterhouseCoopers Malaysia June 1998 - June 2000
Education
The University of British Columbia
Todd Schrader's Bank of the West Experience February 2014 - Present
Job Relationship Manager Real Estate Industries Division
Industry Banking
Experience
Bank of the West February 2014 - Present
Bank of the West August 2013 - January 2014
Bank of the West May 2011 - August 2013
Bank of the West May 2010 - May 2011
First Bank & Trust November 2009 - March 2010
First Bank & Trust November 2006 - November 2009
Education
Texas Tech University 2001 — 2006
BBA, Finance
Bank of the West February 2014 - Present
Bank of the West August 2013 - January 2014
Bank of the West May 2011 - August 2013
Bank of the West May 2010 - May 2011
First Bank & Trust November 2009 - March 2010
First Bank & Trust November 2006 - November 2009
Education
Texas Tech University 2001 — 2006
BBA, Finance
Jim Chesser's Bank of the West Experience August 2007 - Present
Job Director/Division Credit Manager at Bank of the West
Industry Banking
Experience
Bank of the West August 2007 - Present
CitiCapital Commercial Corporation 2000 - 2007
CitiCapial 2000 - 2006
Skills
Commercial Lending, Credit Analysis, Loan Origination, Credit, Risk Management, Commercial Banking, Underwriting, Financial Analysis, Small Business Lending, Credit Risk, Asset Based Lending, Banking, Loans, Portfolio Management, Finance, Financial Risk, Management, Relationship Management, Financial Services, Executive Management, Negotiation, Leadership, Mortgage Lending, Commercial Finance
Education
Texas Tech University - Rawls College of Business 1976 — 1980
University of Texas at Dallas - Naveen Jindal School of Management
Bank of the West August 2007 - Present
CitiCapital Commercial Corporation 2000 - 2007
CitiCapial 2000 - 2006
Skills
Commercial Lending, Credit Analysis, Loan Origination, Credit, Risk Management, Commercial Banking, Underwriting, Financial Analysis, Small Business Lending, Credit Risk, Asset Based Lending, Banking, Loans, Portfolio Management, Finance, Financial Risk, Management, Relationship Management, Financial Services, Executive Management, Negotiation, Leadership, Mortgage Lending, Commercial Finance
Education
Texas Tech University - Rawls College of Business 1976 — 1980
University of Texas at Dallas - Naveen Jindal School of Management
Ryan Jaseph's Bank of the West Experience January 2012 - January 2013
Job Business Banker at New Mexico Bank & Trust
Industry Banking
Experience
New Mexico Bank & Trust January 2014 - Present
New Mexico Bank & Trust January 2013 - December 2013
Bank of the West January 2012 - January 2013
Bank of the West July 2006 - January 2012
Skills
Series 7, series 66, Financial Analysis, Estate Planning, Portfolio Management, Credit Risk, Credit Analysis, Retail Banking, Private Banking, Wealth Management, Private Client Services, Strategic Planning, Small Business Lending, Loans, Commercial Lending, Banking, Credit, Business Development, Commercial Banking, Private Clients, Mortgage Lending, Loan Origination, Lines Of Credit, Cross Selling, Finance, Mortgage Banking, Consumer Lending, Treasury Management, Financial Services, Relationship Management, Underwriting, Investments
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Finance, Finance, Econ
New Mexico Bank & Trust January 2014 - Present
New Mexico Bank & Trust January 2013 - December 2013
Bank of the West January 2012 - January 2013
Bank of the West July 2006 - January 2012
Skills
Series 7, series 66, Financial Analysis, Estate Planning, Portfolio Management, Credit Risk, Credit Analysis, Retail Banking, Private Banking, Wealth Management, Private Client Services, Strategic Planning, Small Business Lending, Loans, Commercial Lending, Banking, Credit, Business Development, Commercial Banking, Private Clients, Mortgage Lending, Loan Origination, Lines Of Credit, Cross Selling, Finance, Mortgage Banking, Consumer Lending, Treasury Management, Financial Services, Relationship Management, Underwriting, Investments
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Finance, Finance, Econ
Rheane Mumm's Bank of the West Experience August 2009 - October 2014
Job Farm Hand at J&M Farms
Industry Farming
Experience
Bank of the West August 2009 - October 2014
Wells Fargo Bank July 2008 - August 2009
Affinity Mortgage February 2008 - September 2008
Affinity Mortgage 2007 - 2008
Genesis Real Estate June 2007 - September 2007
CBH Homes March 2007 - June 2007
Skills
Real Estate, Sales, Mortgage Lending, Marketing, Customer Service, Management, Banking, Sellers, Credit, Loans, Consumer Lending, Commercial Banking
Education
Albertson College of Idaho 2005 — 2008
Business Admin, Marketing
The College of Idaho 2005 — 2008
Business, Marketing
Bank of the West August 2009 - October 2014
Wells Fargo Bank July 2008 - August 2009
Affinity Mortgage February 2008 - September 2008
Affinity Mortgage 2007 - 2008
Genesis Real Estate June 2007 - September 2007
CBH Homes March 2007 - June 2007
Skills
Real Estate, Sales, Mortgage Lending, Marketing, Customer Service, Management, Banking, Sellers, Credit, Loans, Consumer Lending, Commercial Banking
Education
Albertson College of Idaho 2005 — 2008
Business Admin, Marketing
The College of Idaho 2005 — 2008
Business, Marketing
Andrew Gaspard's Bank of the West Experience 2005 - 2008
Job Corporate and Individual Dry Cleaner ● Master of Mobile Dry Cleaning ● Ecofriendly Entrepreneur ● Garment Guru
Industry Retail
Experience
Skylark Dry Cleaning Service June 2010 - Present
Metropolitan State University 2009 - 2010
Bank of the West 2005 - 2008
Wells Fargo HSBC Trade Bank 2004 - 2005
US Bank 1998 - 2004
Skills
Finance, Management, Strategic Planning, Marketing Strategy, Financial Analysis, Strategy, New Business Development, Business, Analysis, Business Analysis, Business Development, Corporate Finance, Financial Modeling, Start-ups, Restructuring, Entrepreneurship, Management of Service..., Marketing
Education
The University of Chicago Booth School of Business 1996 — 1998
Master’s Degree in Business Administration, Accounting and Finance
University of Michigan 1993 — 1995
Master’s Degree in Urban and Regional Planning
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts Degree, Japanese
Skylark Dry Cleaning Service June 2010 - Present
Metropolitan State University 2009 - 2010
Bank of the West 2005 - 2008
Wells Fargo HSBC Trade Bank 2004 - 2005
US Bank 1998 - 2004
Skills
Finance, Management, Strategic Planning, Marketing Strategy, Financial Analysis, Strategy, New Business Development, Business, Analysis, Business Analysis, Business Development, Corporate Finance, Financial Modeling, Start-ups, Restructuring, Entrepreneurship, Management of Service..., Marketing
Education
The University of Chicago Booth School of Business 1996 — 1998
Master’s Degree in Business Administration, Accounting and Finance
University of Michigan 1993 — 1995
Master’s Degree in Urban and Regional Planning
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts Degree, Japanese
Kabir Kazimi's Bank of the West Experience November 2003 - September 2006
Job Oracle Database Application's DBA and Weblogic Admin
Industry Information Technology and Services
Experience
McKesson September 2012 - Present
Kaiser Permanente December 2010 - August 2012
Wells Fargo November 2009 - May 2010
Oracle Corporation May 2007 - June 2009
Longs Drugs November 2006 - May 2007
Bank of the West November 2003 - September 2006
Skills
ETL, Solaris, PL/SQL, Oracle, Oracle RAC, Data Modeling, Unix, Performance Tuning, Data Warehousing, RMAN, Database Administration, Databases, Database Design, SQL, Disaster Recovery, Weblogic Administration, WebSphere Application..., High Availability, Weblogic, AIX, Data Migration, SQL Tuning
Education
Stony Brook University 1988 — 1993
Batchelor, Engineering
Stony Brook University
Bachelor of Science, Engineering
McKesson September 2012 - Present
Kaiser Permanente December 2010 - August 2012
Wells Fargo November 2009 - May 2010
Oracle Corporation May 2007 - June 2009
Longs Drugs November 2006 - May 2007
Bank of the West November 2003 - September 2006
Skills
ETL, Solaris, PL/SQL, Oracle, Oracle RAC, Data Modeling, Unix, Performance Tuning, Data Warehousing, RMAN, Database Administration, Databases, Database Design, SQL, Disaster Recovery, Weblogic Administration, WebSphere Application..., High Availability, Weblogic, AIX, Data Migration, SQL Tuning
Education
Stony Brook University 1988 — 1993
Batchelor, Engineering
Stony Brook University
Bachelor of Science, Engineering
Peony Cheung's Bank of the West Experience July 2011 - Present
Job Executive Assistant to Chief Financial Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2011 - Present
Novartis Vaccines & Diagnostics, Inc. March 2010 - April 2011
UTStarcom March 2006 - February 2010
Charles Schwab & Co., Inc. April 1997 - August 2005
Nestle Beverage Company October 1990 - April 1997
Skills
Event Planning, Time Management, Strategy, Project Planning, Management, Human Resources
Education
The Hong Kong Polytechnic University
BA, Personnel Management
Bank of the West July 2011 - Present
Novartis Vaccines & Diagnostics, Inc. March 2010 - April 2011
UTStarcom March 2006 - February 2010
Charles Schwab & Co., Inc. April 1997 - August 2005
Nestle Beverage Company October 1990 - April 1997
Skills
Event Planning, Time Management, Strategy, Project Planning, Management, Human Resources
Education
The Hong Kong Polytechnic University
BA, Personnel Management
Frances Wu's Bank of the West Experience March 2012 - January 2013
Job MBA, CPA
Industry Banking
Experience
Wells Fargo Home Mortgage January 2013 - Present
Bank of the West March 2012 - January 2013
Bank of the West January 2010 - March 2012
Bank of the West March 2009 - December 2009
Bank of the West November 2005 - February 2009
Hewlett Packard 2000 - 2002
Skills
Corporate Finance, Finance, Strategic Financial..., Analysis, Budgets, Strategic Planning, Treasury, ALM, Financial Analysis, Banking, Financial Modeling, Portfolio Management, Financial Risk, Treasury Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Corporate Finance and Accounting
The Chinese University of Hong Kong
BA (2nd Upper Class Honors)
University of California, Berkeley
Scholarship - Education Abroad Program
Wells Fargo Home Mortgage January 2013 - Present
Bank of the West March 2012 - January 2013
Bank of the West January 2010 - March 2012
Bank of the West March 2009 - December 2009
Bank of the West November 2005 - February 2009
Hewlett Packard 2000 - 2002
Skills
Corporate Finance, Finance, Strategic Financial..., Analysis, Budgets, Strategic Planning, Treasury, ALM, Financial Analysis, Banking, Financial Modeling, Portfolio Management, Financial Risk, Treasury Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Corporate Finance and Accounting
The Chinese University of Hong Kong
BA (2nd Upper Class Honors)
University of California, Berkeley
Scholarship - Education Abroad Program
Flavia Muttera's Bank of the West Experience April 2014 - Present
Job Vice President and Risk Manager, Third Party Program at Bank of the West
Industry Banking
Experience
Bank of the West April 2014 - Present
Bank of the West June 2011 - Present
Bank of the West January 2001 - June 2011
Union Bank January 1996 - January 2001
First City National Bank, Texas 1981 - 1989
Skills
Banking, Commercial Banking, Loans, Vendor Management, Team Leadership, Cash Management, Process Improvement, Retail Banking, Management, Business Analysis, Outsourcing, Risk Management, Leadership, Customer Service, Budgets, Financial Analysis, Mergers & Acquisitions, Deposits
Education
Texas A&M University 1977 — 1981
MBA
University of California, Santa Barbara 1971 — 1975
BA, Biology and English (American Literature)
Chapman University Campus Afloat 1972 — 1972
n/a, Humanities/General
Bank of the West April 2014 - Present
Bank of the West June 2011 - Present
Bank of the West January 2001 - June 2011
Union Bank January 1996 - January 2001
First City National Bank, Texas 1981 - 1989
Skills
Banking, Commercial Banking, Loans, Vendor Management, Team Leadership, Cash Management, Process Improvement, Retail Banking, Management, Business Analysis, Outsourcing, Risk Management, Leadership, Customer Service, Budgets, Financial Analysis, Mergers & Acquisitions, Deposits
Education
Texas A&M University 1977 — 1981
MBA
University of California, Santa Barbara 1971 — 1975
BA, Biology and English (American Literature)
Chapman University Campus Afloat 1972 — 1972
n/a, Humanities/General
Jeff Benton's Bank of the West Experience August 2006 - Present
Job BDO at Bank of the West
Industry Banking
Experience
Bank of the West August 2006 - Present
Acuity Services 2003 - 2012
Lehman Brothers Bank July 2003 - July 2005
Textron Financial January 2000 - January 2003
CIT January 1997 - January 2000
Bank United February 1996 - January 1997
Plano Bank & Trust July 1992 - January 1996
United States Marine Corps January 1984 - January 1988
Skills
Loans, Credit, New Business Development, Loan Origination, Investments, Real Estate, Commercial Lending, Financial Analysis, Negotiation, Real Estate Transactions, Contract Negotiation, Banking, Asset Managment, Sales, Due Diligence, Credit Analysis, Portfolio Management, Customer Service, Retail, Marketing
Education
The University of Akron 1988 — 1991
BSBA, Finance, Information Systems
Bank of the West August 2006 - Present
Acuity Services 2003 - 2012
Lehman Brothers Bank July 2003 - July 2005
Textron Financial January 2000 - January 2003
CIT January 1997 - January 2000
Bank United February 1996 - January 1997
Plano Bank & Trust July 1992 - January 1996
United States Marine Corps January 1984 - January 1988
Skills
Loans, Credit, New Business Development, Loan Origination, Investments, Real Estate, Commercial Lending, Financial Analysis, Negotiation, Real Estate Transactions, Contract Negotiation, Banking, Asset Managment, Sales, Due Diligence, Credit Analysis, Portfolio Management, Customer Service, Retail, Marketing
Education
The University of Akron 1988 — 1991
BSBA, Finance, Information Systems
Jamie Elmore's Bank of the West Experience August 2011 - Present
Job SVP, Regional Manager at Bank of the West
Industry Banking
Experience
Bank of the West August 2011 - Present
Bank of the West December 2007 - July 2011
Community America Credit Union September 2006 - December 2007
Brotherhood Bank & Trust March 2006 - September 2006
Bank of the West March 2005 - February 2006
JPMorgan Chase March 2004 - February 2005
Bank of America September 1996 - February 2004
First Savings Bank NA September 1994 - August 1996
Skills
Business Development, Management, Marketing Strategy, Commercial Banking, Commercial Lending, Leadership, Banking, Team Building, Portfolio Management, Financial Analysis, Credit Analysis, Branch Management, Finance, Credit, Sales Management, Consumer Lending, Retail Banking, Loans, Small Business Lending, Lines Of Credit, Mortgage Lending, Executive Management, Loan Origination, Treasury Management, Relationship Management, Mortgage Banking, Deposits, Cash Management, Cross Selling, Credit Risk, Private Banking, SBA, Financial Services, Credit Cards, Residential Mortgages, Underwriting, Internet Banking, Risk Management, Refinance, Financial Risk, Wealth Management, Treasury Services, Strategic Financial..., Investments, Branch Banking, Mutual Funds, Series 63, Asset Based Lending, FHA, Series 7
Education
Consumer Banker's Association- Graduate School of Retail Bank Management 2012 — 2014
Certificate of Achievement
University of Missouri-Kansas City 1992 — 1993
University of Kansas 1986 — 1991
Bachelor of Science (B.S.)
Bank of the West August 2011 - Present
Bank of the West December 2007 - July 2011
Community America Credit Union September 2006 - December 2007
Brotherhood Bank & Trust March 2006 - September 2006
Bank of the West March 2005 - February 2006
JPMorgan Chase March 2004 - February 2005
Bank of America September 1996 - February 2004
First Savings Bank NA September 1994 - August 1996
Skills
Business Development, Management, Marketing Strategy, Commercial Banking, Commercial Lending, Leadership, Banking, Team Building, Portfolio Management, Financial Analysis, Credit Analysis, Branch Management, Finance, Credit, Sales Management, Consumer Lending, Retail Banking, Loans, Small Business Lending, Lines Of Credit, Mortgage Lending, Executive Management, Loan Origination, Treasury Management, Relationship Management, Mortgage Banking, Deposits, Cash Management, Cross Selling, Credit Risk, Private Banking, SBA, Financial Services, Credit Cards, Residential Mortgages, Underwriting, Internet Banking, Risk Management, Refinance, Financial Risk, Wealth Management, Treasury Services, Strategic Financial..., Investments, Branch Banking, Mutual Funds, Series 63, Asset Based Lending, FHA, Series 7
Education
Consumer Banker's Association- Graduate School of Retail Bank Management 2012 — 2014
Certificate of Achievement
University of Missouri-Kansas City 1992 — 1993
University of Kansas 1986 — 1991
Bachelor of Science (B.S.)
Stefan Ranzlov's Bank of the West Experience November 1999 - October 2004
Job Quantitative Investment Professional
Industry Investment Management
Experience
Toyota Financial Services November 2011 - Present
Analytic Investors January 2005 - January 2009
Bank of the West November 1999 - October 2004
Skills
Portfolio Optimization, Risk Management, Equities, Bloomberg, Investments, Financial Modeling, Capital Markets, Securities, Portfolio Management, Derivatives, Financial Risk, Trading, Market Risk, Mutual Funds, Investment Management, Analysis, Finance, Quantitative Analytics
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
The Faculty of Engineering at Lund University 1982 — 1986
MSc, Engineering Physics
Toyota Financial Services November 2011 - Present
Analytic Investors January 2005 - January 2009
Bank of the West November 1999 - October 2004
Skills
Portfolio Optimization, Risk Management, Equities, Bloomberg, Investments, Financial Modeling, Capital Markets, Securities, Portfolio Management, Derivatives, Financial Risk, Trading, Market Risk, Mutual Funds, Investment Management, Analysis, Finance, Quantitative Analytics
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
The Faculty of Engineering at Lund University 1982 — 1986
MSc, Engineering Physics
Cory Underwood, CFA®, MBA, CFP®'s Bank of the West Experience 2009 - 2010
Job Financial Consultant serving families and business in Financial Planning, Retirement Planning and Investment Management
Industry Financial Services
Experience
Underwood Retirement Management, LLC. January 2012 - Present
Foothill Securities, Inc. Member FINRA & SIPC January 2012 - Present
CUE Financial Group, Inc. a SEC Registered Investment Advisor January 2012 - Present
Creative Financial Strategies Group July 2010 - January 2012
New England Securities July 2010 - January 2012
Bank of the West 2009 - 2010
CPA Wealth Advisors 2005 - 2008
Smith Barney 2003 - 2005
Skills
Securities, Investments, Investment Advisory, Financial Advisory, FINRA, Finance, Investment Advisory..., Registered Investment..., Retirement Planning, Retirement, Wealth Management, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Employee Benefits, Mutual Funds, IRAs, Financial Planning
Education
Texas Tech University - Rawls College of Business 2002 — 2003
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
Bachelor of Business Administration, Finance
Clovis High School 1994 — 1997
High School, General Academics
Underwood Retirement Management, LLC. January 2012 - Present
Foothill Securities, Inc. Member FINRA & SIPC January 2012 - Present
CUE Financial Group, Inc. a SEC Registered Investment Advisor January 2012 - Present
Creative Financial Strategies Group July 2010 - January 2012
New England Securities July 2010 - January 2012
Bank of the West 2009 - 2010
CPA Wealth Advisors 2005 - 2008
Smith Barney 2003 - 2005
Skills
Securities, Investments, Investment Advisory, Financial Advisory, FINRA, Finance, Investment Advisory..., Registered Investment..., Retirement Planning, Retirement, Wealth Management, Estate Planning, Asset Allocation, Series 7, Strategic Financial..., Employee Benefits, Mutual Funds, IRAs, Financial Planning
Education
Texas Tech University - Rawls College of Business 2002 — 2003
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
Bachelor of Business Administration, Finance
Clovis High School 1994 — 1997
High School, General Academics
Sergio Del Puerto's Bank of the West Experience March 2015 - Present
Job
Industry Financial Services
Experience
Bank of the West March 2015 - Present
EFG Capital International Corp. October 2010 - January 2015
Standard Chartered Bank June 2007 - October 2010
Banco de Chile 2006 - 2007
Wachovia International 2005 - 2006
First Collateral Services October 2004 - May 2005
Wells Fargo Bank 2001 - 2002
Skills
Banking, Private Banking, Risk Management, Financial Risk, Credit, OFAC, Bank Secrecy Act, USA PATRIOT Act, AML, Capital Markets, KYC, Investment Banking, Operational Risk, Financial Analysis, Securities, Financial Institutions, Due Diligence, Wealth Management, FINRA, Commercial Banking
Education
University of Miami 2005 — 2007
M.A., International Administration
Stony Brook University 2002 — 2004
B.A., Political Science
Bank of the West March 2015 - Present
EFG Capital International Corp. October 2010 - January 2015
Standard Chartered Bank June 2007 - October 2010
Banco de Chile 2006 - 2007
Wachovia International 2005 - 2006
First Collateral Services October 2004 - May 2005
Wells Fargo Bank 2001 - 2002
Skills
Banking, Private Banking, Risk Management, Financial Risk, Credit, OFAC, Bank Secrecy Act, USA PATRIOT Act, AML, Capital Markets, KYC, Investment Banking, Operational Risk, Financial Analysis, Securities, Financial Institutions, Due Diligence, Wealth Management, FINRA, Commercial Banking
Education
University of Miami 2005 — 2007
M.A., International Administration
Stony Brook University 2002 — 2004
B.A., Political Science
Becky Telander's Bank of the West Experience April 2008 - April 2013
Job Manager, Quality and Learning & Development
Industry Insurance
Experience
Discovery Benefits December 2013 - Present
Discovery Benefits June 2013 - December 2013
Bank of the West April 2008 - April 2013
Microsoft August 2005 - April 2008
Microsoft September 2003 - August 2005
Great Plains Software - Microsoft Business Solutions September 1998 - September 2003
Skills
Customer Service..., Financial Industry..., Outbound Sales..., Technical Support..., Hiring and Recruiting, Project Management, Vendor Management, Accounting Software..., Technical Accounting..., Management, Process Improvement, Leadership, Training, Strategy, SharePoint, Program Management, Team Building
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Discovery Benefits December 2013 - Present
Discovery Benefits June 2013 - December 2013
Bank of the West April 2008 - April 2013
Microsoft August 2005 - April 2008
Microsoft September 2003 - August 2005
Great Plains Software - Microsoft Business Solutions September 1998 - September 2003
Skills
Customer Service..., Financial Industry..., Outbound Sales..., Technical Support..., Hiring and Recruiting, Project Management, Vendor Management, Accounting Software..., Technical Accounting..., Management, Process Improvement, Leadership, Training, Strategy, SharePoint, Program Management, Team Building
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Becky Powers's Bank of the West Experience December 2013 - Present
Job Assistant Vice President/Branch Manager at Bank of the West
Industry Banking
Experience
Bank of the West December 2013 - Present
Bank of the West August 2012 - December 2013
Bank of the West September 2006 - August 2012
Skills
Fedwire, TIB, Wire Transfers, Lines Of Credit, Loans, Commercial Banking, Banking, Retail Banking, Credit Analysis, Notary Public, Account Reconciliation, Deposits, Microsoft Excel, Management, Accounting, Financial Analysis, Customer Service, Outlook
Education
Texas Woman's University
Bachelor's Degree, Business Administration and Management, General
Bank of the West December 2013 - Present
Bank of the West August 2012 - December 2013
Bank of the West September 2006 - August 2012
Skills
Fedwire, TIB, Wire Transfers, Lines Of Credit, Loans, Commercial Banking, Banking, Retail Banking, Credit Analysis, Notary Public, Account Reconciliation, Deposits, Microsoft Excel, Management, Accounting, Financial Analysis, Customer Service, Outlook
Education
Texas Woman's University
Bachelor's Degree, Business Administration and Management, General
Bill D. Horton's Bank of the West Experience May 1983 - May 1985
Job President/CEO at BD Horton & Associates and BD Horton & Associates of Texas
Industry Management Consulting
Experience
BD Horton & Associates January 2000 - Present
Rim Country Mortgage, Inc. April 2004 - May 2010
Sovereign Consulting and Funding Sources, LLC July 2001 - July 2002
Quality Decision, Inc. April 1988 - April 2001
Sun National Bank June 1986 - May 1988
Bank of the West May 1983 - May 1985
Southwest Lubbock National Bank January 1978 - May 1983
Skills
Executive Coaching, Start-ups, Profitability, Strategic Planning, Leadership Development, Business Planning, Management Consulting, Business Strategy, Small Business, New Business Development, Marketing Strategy, Team Building, P&L Management, Entrepreneurship, Strategy Development, Coaching, P&L, Organizational..., Public Speaking, Team Leadership, Operations Management, Strategic Thinking, Risk Management, Negotiation, Product Development, Executive Management, Change Management, Retail, Entrepreneur, Mentoring, Restructuring, Customer Relations, Budgeting, B2B, Market Planning, Team Management, Corporate Management, Change Leadership, Organizational..., Business Growth, Mergers, Sales Management, Business Management, Strategic Partnerships, Financial Management, Contract Negotiations, Organizational Change, Performance Management, Contract Negotiation, Cross-functional Team...
Education
Texas Tech University 1966 — 1971
BA, Mass Communications - Public Relations, Advertising, Marketing
BD Horton & Associates January 2000 - Present
Rim Country Mortgage, Inc. April 2004 - May 2010
Sovereign Consulting and Funding Sources, LLC July 2001 - July 2002
Quality Decision, Inc. April 1988 - April 2001
Sun National Bank June 1986 - May 1988
Bank of the West May 1983 - May 1985
Southwest Lubbock National Bank January 1978 - May 1983
Skills
Executive Coaching, Start-ups, Profitability, Strategic Planning, Leadership Development, Business Planning, Management Consulting, Business Strategy, Small Business, New Business Development, Marketing Strategy, Team Building, P&L Management, Entrepreneurship, Strategy Development, Coaching, P&L, Organizational..., Public Speaking, Team Leadership, Operations Management, Strategic Thinking, Risk Management, Negotiation, Product Development, Executive Management, Change Management, Retail, Entrepreneur, Mentoring, Restructuring, Customer Relations, Budgeting, B2B, Market Planning, Team Management, Corporate Management, Change Leadership, Organizational..., Business Growth, Mergers, Sales Management, Business Management, Strategic Partnerships, Financial Management, Contract Negotiations, Organizational Change, Performance Management, Contract Negotiation, Cross-functional Team...
Education
Texas Tech University 1966 — 1971
BA, Mass Communications - Public Relations, Advertising, Marketing
Elizabeth Maddox's Bank of the West Experience June 1999 - June 2004
Job Life Case Manager at Financial Independence Group
Industry Insurance
Experience
FIG June 2004 - Present
Bank of the West June 1999 - June 2004
Education
Katy High School
Texas A&M University
FIG June 2004 - Present
Bank of the West June 1999 - June 2004
Education
Katy High School
Texas A&M University
Jerry McDermott's Bank of the West Experience 1992 - 2004
Job Senior Vice President at City National Bank
Industry
Experience
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
Jason Moorthy's Bank of the West Experience June 2015 - Present
Job Senior Business Analyst at Bank of the West
Industry Banking
Experience
Bank of the West June 2015 - Present
FICO September 2012 - June 2015
Wells Fargo 2005 - 2009
Skills
Leadership, Banking, Auditing, Internal Audit, Analysis, Business Analysis, Risk Management, Management, Fraud, Financial Services, Operational Risk, Microsoft Office, Portfolio Management, Process Improvement, Product Innovation
Education
The George Washington University Law School 2009 — 2011
University of California, Berkeley 2002 — 2006
B.A., Political Science, Legal Studies
Bank of the West June 2015 - Present
FICO September 2012 - June 2015
Wells Fargo 2005 - 2009
Skills
Leadership, Banking, Auditing, Internal Audit, Analysis, Business Analysis, Risk Management, Management, Fraud, Financial Services, Operational Risk, Microsoft Office, Portfolio Management, Process Improvement, Product Innovation
Education
The George Washington University Law School 2009 — 2011
University of California, Berkeley 2002 — 2006
B.A., Political Science, Legal Studies
Essey Woldegiorgis's Bank of the West Experience April 2013 - Present
Job Commercial loan underwriter
Industry Banking
Experience
Bank of the West April 2013 - Present
Bank of the West June 2012 - April 2013
Wells Fargo Bank November 2006 - May 2011
Skills
Excel, Credit, Finance, Analysis, Credit Analysis, Loans, Financial Risk, Commercial Banking, Customer Service, Time Management, Data Entry, PowerPoint, Microsoft Word, Economics, Banking, Financial Analysis
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Economics
Bank of the West April 2013 - Present
Bank of the West June 2012 - April 2013
Wells Fargo Bank November 2006 - May 2011
Skills
Excel, Credit, Finance, Analysis, Credit Analysis, Loans, Financial Risk, Commercial Banking, Customer Service, Time Management, Data Entry, PowerPoint, Microsoft Word, Economics, Banking, Financial Analysis
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Economics
Bryce Reed's Bank of the West Experience June 2008 - August 2008
Job Graduate Electrical Engineer at PSP
Industry Design
Experience
PSP December 2011 - Present
Texas Tech University, P3E Research Lab June 2010 - December 2010
Bank of the West June 2008 - August 2008
Skills
FPGA, VHDL, Embedded Systems, Electrical Engineering
Education
Texas Tech University 2007 — 2011
Bachelor of Science, Electrical Engineering
PSP December 2011 - Present
Texas Tech University, P3E Research Lab June 2010 - December 2010
Bank of the West June 2008 - August 2008
Skills
FPGA, VHDL, Embedded Systems, Electrical Engineering
Education
Texas Tech University 2007 — 2011
Bachelor of Science, Electrical Engineering
Mike DeMott's Bank of the West Experience October 2002 - March 2010
Job SBDC Counselor/Instructor at Small Business Development Center The Dalles, OR
Industry Management Consulting
Experience
Small Business Development Center March 2006 - Present
Goldendale Chamber 2010 - 2015
Bank of the West October 2002 - March 2010
Skills
Financial Analysis, Finance, Management Consulting, Strategic Planning, Public Speaking, Coaching, Credit, Small Business, Training, Marketing Strategy, Banking, Loans, Accounting, QuickBooks, Teaching, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Relationship Management, Budgets, Team Building, Leadership Development
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA), Strategy and Management
The University of Montana - School of Business Administration 1997 — 2002
BS, Business Administration
Small Business Development Center March 2006 - Present
Goldendale Chamber 2010 - 2015
Bank of the West October 2002 - March 2010
Skills
Financial Analysis, Finance, Management Consulting, Strategic Planning, Public Speaking, Coaching, Credit, Small Business, Training, Marketing Strategy, Banking, Loans, Accounting, QuickBooks, Teaching, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Relationship Management, Budgets, Team Building, Leadership Development
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA), Strategy and Management
The University of Montana - School of Business Administration 1997 — 2002
BS, Business Administration
Temple Abney's Bank of the West Experience October 2012 - Present
Job Senior Relationship Manager Food & Agribusiness Division at Bank of the West
Industry Banking
Experience
Bank of the West October 2012 - Present
Bank of the West September 2007 - October 2012
Bank of Texas May 2005 - September 2007
Bank of America September 1997 - May 2004
Skills
Loans, Cash Management, Credit, Corporate Finance, Agriculture, Banking, Commercial Banking, Commercial Lending, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Portfolio Management, Credit Analysis
Education
Texas Tech University 1992 — 1996
BS, Agricultural Economics
Bank of the West October 2012 - Present
Bank of the West September 2007 - October 2012
Bank of Texas May 2005 - September 2007
Bank of America September 1997 - May 2004
Skills
Loans, Cash Management, Credit, Corporate Finance, Agriculture, Banking, Commercial Banking, Commercial Lending, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Portfolio Management, Credit Analysis
Education
Texas Tech University 1992 — 1996
BS, Agricultural Economics
Vickie Hightower's Bank of the West Experience July 2003 - Present
Job Mortgage Banker at Bank of the West
Industry Banking
Experience
Bank of the West July 2003 - Present
Source One Motgage February 2001 - June 2003
American National Bank January 2000 - February 2001
Associates FInancal November 1998 - January 2000
Skills
Credit, Refinance, Consumer Lending, Construction Loans, USDA, Residential Mortgages, Banking, FHA financing, Retail Banking, Government Loans, Certified Mortgage...
Education
Western Wyoming Community College 1992 — 1995
Associates Degree, Marketing and Business Management
Tarrant County College 1977 — 1978
Business Management
Bank of the West July 2003 - Present
Source One Motgage February 2001 - June 2003
American National Bank January 2000 - February 2001
Associates FInancal November 1998 - January 2000
Skills
Credit, Refinance, Consumer Lending, Construction Loans, USDA, Residential Mortgages, Banking, FHA financing, Retail Banking, Government Loans, Certified Mortgage...
Education
Western Wyoming Community College 1992 — 1995
Associates Degree, Marketing and Business Management
Tarrant County College 1977 — 1978
Business Management
James Forgey's Bank of the West Experience July 2003 - April 2004
Job CSM
Industry Retail
Experience
Sprint March 2015 - Present
K&M Indoor Flea Market July 2013 - November 2014
Sitel June 2009 - August 2012
Bank of the West July 2003 - April 2004
New Mexico Bank & Trust August 2001 - July 2003
Skills
Banking, Loans, Credit, Customer Satisfaction, BPO, Commercial Banking, Workforce Management, Customer Service, Service Delivery, Sla, Customer Experience, Team Management, Customer Retention, Inbound Marketing, Call Center Development
Education
The University of New Mexico 1995 — 1998
Accounting and Finance
Moriarty High School 1994 — 1995
High School Diploma
Sprint March 2015 - Present
K&M Indoor Flea Market July 2013 - November 2014
Sitel June 2009 - August 2012
Bank of the West July 2003 - April 2004
New Mexico Bank & Trust August 2001 - July 2003
Skills
Banking, Loans, Credit, Customer Satisfaction, BPO, Commercial Banking, Workforce Management, Customer Service, Service Delivery, Sla, Customer Experience, Team Management, Customer Retention, Inbound Marketing, Call Center Development
Education
The University of New Mexico 1995 — 1998
Accounting and Finance
Moriarty High School 1994 — 1995
High School Diploma
Brandon Moses's Bank of the West Experience January 1998 - March 2002
Job
Industry Writing and Editing
Experience
Community Health Systems March 2005 - May 2014
Brentwood Soccer Club August 2002 - May 2014
Bank of the West January 1998 - March 2002
Skills
Public Speaking, Customer Service, Coaching, Leadership, Teaching, Staff Development, PowerPoint, Microsoft Word, Management, Microsoft Office, Account Management, Blogging, Sales, Marketing Communications, Photography, Digital Photography, Film Editing, Short Films, Production Assistance, Social Media, Team Building
Education
The University of Memphis
Bachelor of Liberal Studies, with a focus on Communication and Media Studies
Community Health Systems March 2005 - May 2014
Brentwood Soccer Club August 2002 - May 2014
Bank of the West January 1998 - March 2002
Skills
Public Speaking, Customer Service, Coaching, Leadership, Teaching, Staff Development, PowerPoint, Microsoft Word, Management, Microsoft Office, Account Management, Blogging, Sales, Marketing Communications, Photography, Digital Photography, Film Editing, Short Films, Production Assistance, Social Media, Team Building
Education
The University of Memphis
Bachelor of Liberal Studies, with a focus on Communication and Media Studies
Corey McClure's Bank of the West Experience September 2012 - Present
Job Customer Service Representative at Bank of The West
Industry Entertainment
Experience
Bank of The West September 2012 - Present
Colorado Adventure Center May 2012 - Present
Ingredient Restaurant May 2010 - May 2012
Schlotzsky's, Inc. May 2009 - November 2009
Coldstone Creamery January 2007 - August 2008
Skills
Computer Technology, Customer Service, Safety, Problem Solving, Leadership, Microsoft Office, Organization, VoIP, Persuasion, Restaurants, Shipping
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Finance, With concentration in Information Systems
Bank of The West September 2012 - Present
Colorado Adventure Center May 2012 - Present
Ingredient Restaurant May 2010 - May 2012
Schlotzsky's, Inc. May 2009 - November 2009
Coldstone Creamery January 2007 - August 2008
Skills
Computer Technology, Customer Service, Safety, Problem Solving, Leadership, Microsoft Office, Organization, VoIP, Persuasion, Restaurants, Shipping
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Finance, With concentration in Information Systems
Robert Cornelio's Bank of the West Experience December 2004 - Present
Job VP Sr Facility Mgr at Bank of the West
Industry Banking
Experience
Bank of the West December 2004 - Present
Commercial Federal Bank December 1998 - November 2004
Pitney Bowes August 1978 - October 1996
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Risk Management, Portfolio Management, Credit Risk, Financial Analysis, Cross Selling, Management, Analysis, Facilities Management
Education
The College of Westchester
University of Connecticut
Bank of the West December 2004 - Present
Commercial Federal Bank December 1998 - November 2004
Pitney Bowes August 1978 - October 1996
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Risk Management, Portfolio Management, Credit Risk, Financial Analysis, Cross Selling, Management, Analysis, Facilities Management
Education
The College of Westchester
University of Connecticut
Bill Weatherby's Bank of the West Experience February 2007 - Present
Job VP Real Estate Managed Assets at Bank of the West
Industry Banking
Experience
Bank of the West February 2007 - Present
GMAC Commercial Mortgage January 2000 - January 2007
Continental Illinois National Bank and Trust Company of Chicago May 1980 - December 1990
Skills
Valuation, Financial Analysis, Due Diligence, Asset Management, Portfolio Management, Real Estate Economics, Investments, Financial Modeling, Loans, Real Estate Financing, Commercial Mortgages, Capital Markets
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Bank of the West February 2007 - Present
GMAC Commercial Mortgage January 2000 - January 2007
Continental Illinois National Bank and Trust Company of Chicago May 1980 - December 1990
Skills
Valuation, Financial Analysis, Due Diligence, Asset Management, Portfolio Management, Real Estate Economics, Investments, Financial Modeling, Loans, Real Estate Financing, Commercial Mortgages, Capital Markets
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Judy Palumbo's Bank of the West Experience November 2009 - Present
Job Credit Analyst at Bank of the West
Industry Banking
Experience
Bank of the West November 2009 - Present
Skills
Credit Analysis
Education
The University of New Mexico
Bank of the West November 2009 - Present
Skills
Credit Analysis
Education
The University of New Mexico
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY