Bank of the West
Industry: Company
DescriptionBank of the West is a regional financial services company, headquartered in San Francisco, California. It is a subsidiary of BNP Paribas. It has more than 600 branches and offices in the Midwest and Western United States. Revenue: 2.17 billion USD (2016) Headquarters: San Francisco, California, United States CEO: Nandita Bakhshi (1 Jun 2016–) Parent organization: BNP Paribas Number of employees: 10,500 (2016) Subsidiaries: Essex Credit Corporation,
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Bank of the West Employees
Bank of the West January 2014 - Present
Bank of America August 2007 - December 2013
Bank of the West July 2006 - August 2007
Wells Fargo May 2004 - July 2006
Premier Mortgage Advisors April 2003 - May 2004
Skills
Business Development, CRM, Sales, Management, Team Leadership, Portfolio Management, New Business Development, Coaching, Credit Analysis, Risk Management, Process Improvement, Analysis, Loans, Leadership, Banking
Education
University of Arizona 2003 — 2005
B.A, Business Administration & Management; International Business2005
Bank of the West July 2013 - Present
Butler, Shine, Stern & Partners April 2011 - May 2013
SYPartners July 2010 - August 2010
Sequence December 2007 - June 2010
UCSF June 2005 - December 2007
The Gladstone Institutes July 2003 - June 2005
McCann November 2000 - January 2003
Publicis March 1999 - September 2000
Skills
Mac OS, Windows 7, Active Directory, Microsoft Exchange, Adobe Creative Suite, VPN, Microsoft Technologies, Android, Troubleshooting, Remaining calm in a..., Interpersonal Skill, Network Administration, Department Budgeting, Purchasing, Vendor Management, Network Design, Mac OS X Server, Windows Server, Teleconferencing, Webinars, Retrospect, VoIP, IP PBX, Digital Printing, Information Security, Basics of Unix, Antivirus, HIPAA, Google Apps, Blackberry, Windows, IT Management, Networking, OS X, VMware
Education
The University of Texas at Austin 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Bank of the West May 2015 - Present
Wells Fargo Bank, N.A. October 2012 - April 2015
Capital Financial Consultants dba IA / Pharmachem Access January 2005 - December 2012
Bank of the West January 2005 - December 2008
Citi January 1999 - December 2004
Skills
Organizational..., Large Scale Change..., Strategic Financial..., Financial Analysis, Operational Due..., Underwriting, Enterprise Risk..., Quantitative Risk..., Business Strategy, Business Process..., Business Development, Business Planning, Relationship Management, Strategic Consulting, Investment Banking, Commercial Business..., Manufacturing..., Lean Manufacturing, Corporate Finance, Corporate Relationship..., Leadership, Finance, Financial Planning, Banking, Credit, Strategy, Loans, Commercial Lending, Risk Management
Education
The University of Texas at Austin
Master of Business Administration (MBA), Accounting and Finance
Bank of the West July 2010 - Present
California United Bank May 2005 - July 2010
Citibank and Citibank/Banamex USA May 1999 - April 2005
ING Barings 1996 - 1999
Citibank May 1994 - 1996
Hypo Bank Kapitalbeteilgungs-Management GmbH 1992 - 1994
Diners Club del Ecuador 1988 - 1989
Diners Club del Ecuador 1988 - 1989
Skills
Property & Casualty..., Fluent in Spanish, working knowledge of..., International and..., Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Credit, Commercial Lending, Loans, Asset Based Lending, Commercial Real Estate, Finance, Due Diligence, Treasury Management, Lines Of Credit, Corporate Finance, Middle Market
Education
UCLA Anderson School of Management
MBA, Finance
Univ of Southern California
Bachelor of Science, Business Administration
Hutchison Healthcare July 2014 - Present
Alpine Getaways May 2013 - November 2014
Studio West Interiors April 2012 - May 2013
Bank of the West May 2010 - April 2012
Skills
Bookkeeping, Personal Assistance, Small Business..., Office Management, Collections, Expense Reports, General Ledger, Sales Tax, Payroll, Payroll Taxes, Master Scheduling, Account Reconciliation, Customer Service, Invoicing, Accounts Payable, Accounts Receivable, Management, Microsoft Office, Leadership, Outlook, Marketing, Event Management, Human Resources, Social Media Marketing, Time Management, QuickBooks, Microsoft Word, Microsoft Excel, Administrative...
Education
Western State Colorado University 2007 — 2008
Bachelor's Degree, Business Administration and Management, General
University of Colorado Denver 2006 — 2007
Transfer, Business Administration and Management, General
University at Buffalo 2004 — 2006
Transfer, Business Administration and Management, General
BOK Financial July 2014 - Present
JPMorgan Chase March 2008 - 2009
Bank of the West 2006 - March 2008
Commercial Federal Bank 1999 - 2007
Skills
Outlook, Microsoft Word, PowerPoint, Budgets, I have great people..., Microsoft Office, Microsoft Excel, Customer Service, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Series 6 and 63...
Education
University of Oklahoma 2007 — 2015
Bachelor of Arts, Administrative Leadership, Junior
East Central High School 1992 — 1996
Diploma, 9-12
Tulsa Community College
Gen Ed, Gen Ed
Pace Marketing Communications September 2012 - Present
Cathay Bank July 2007 - August 2012
E1 Financial Credit Union March 2006 - June 2007
CALIFORNIA BUSINESS BANK May 2005 - March 2006
East West Bank February 2005 - May 2005
Bank of the West July 2000 - January 2005
AMERICAN INTERNATIONAL BANK August 1998 - June 2000
HKTA or HKTB 1997 - 1998
L3 Advertising, Inc. 1993 - 1994
Skills
Marketing, Banking, Strategic Planning, Brand Management, Marketing Strategy, Marketing Management, Market Research, Product Management, New Business Development, Business Development, Advertising, Project Management, Cross-functional Team..., Customer Service, Analysis, Product Development, Microsoft Office, Database Marketing, Credit, Management, Integrated Marketing, Marketing Communications, Sales, Strategy, Budgets, Copywriting, Event Management, Training, Public Relations
Education
The University of Winnipeg 1987 — 1992
BA, Business Administration
St. Catherine School for Girls, Kwun Tong 1979 — 1984
Kilbourne Group, LLC April 2013 - Present
Bank of the West December 2012 - April 2013
Bank of the West September 2008 - December 2012
Party City November 2006 - September 2008
Wrap & Send Services April 2005 - September 2006
Fargo-Moorhead RedHawks Baseball January 2001 - April 2005
Varsity Brands 1996 - 1999
Skills
Administrative..., Outlook, Customer Service, Banking, Data Entry, Microsoft Excel, Access, Telephone Skills, Administration, Time Management, PowerPoint, Spreadsheets, Office Administration, Office Management, Invoicing, Microsoft Office, Social Media, Strategic Planning, Management, Administrative..., Public Speaking, Leadership, Team Building, Event Planning, Social Networking, Event Management
Education
The University of North Dakota 1996 — 2000
Bachelor of Science in Recreation & Leisure Services
Farmers Insurance Group February 2009 - Present
AT&T- Government & Education September 2004 - February 2009
SBC January 1994 - September 2004
Pacific Bell June 1990 - January 1994
City National Bank January 1989 - January 1990
Bank of the West January 1985 - January 1989
First Interstate Bank of California January 1981 - January 1985
Skills
Home Insurance, Renters Insurance, RV Insurance, Telecommunications, Customer Satisfaction, Workers compensation..., Business Insurance, Homeowners, Casualty, Sales Operations, Insurance, Sales, Workers' Compensation..., Marketing Strategy, Training, RV, Management, Budgets, Employee Benefits, Networking, Finance, Cold Calling, Call Centers, Account Management, Selling, Customer Retention, Direct Sales, Salesforce.com, Product Marketing, Retail, Solution Selling, Sales Management, Sales Process, Leadership, Strategy, New Business Development, Managed Services, Sales Presentations, Small Business, Pricing
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance/Marketing
University of California 1980 — 1982
BA, Economics and Social Science
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance and Marketing
University of California, Irvine 1976 — 1980
BA, Economics
Bank of the West February 2015 - Present
FBI October 2012 - February 2015
FBI April 2011 - September 2012
FBI January 2010 - April 2011
FBI April 2008 - January 2010
Skills
Law Enforcement, Microsoft Office, Customer Service, Criminal Investigations, Government, Criminal Justice, Police, Investigation, Microsoft Excel, Policy, Security, Firearms, Emergency Management, Private Investigations, Management, Leadership, Counterterrorism, Counterintelligence
Education
Troy University 1985 — 1987
Bachelor's degree, Criminal Justice
City of Grapevine June 2007 - Present
City of Grapevine 2007 - Present
Bank of the West January 2005 - Present
Structures and Interiors July 1994 - Present
MEDCO Construction February 1983 - August 1994
United Staes Army July 1972 - June 1974
Skills
Public Speaking, Strategic Planning, Budgets, Team Building, Project Planning, Healthcare, Contract Negotiation, Construction, Coaching, Training, Fundraising, Sales, Real Estate, Microsoft Excel, Government, Social Media, Business Development, Marketing, New Business Development, Management, Negotiation, Leadership, Customer Service, Project Management, Event Planning, Team Leadership, Leadership Development, Operations Management, Start-ups, Microsoft Office, Social Media Marketing, Event Management, Account Management, Entrepreneurship, Process Scheduler, Time Management, Strategy, Nonprofits, Sales Management, Hospitals, Public Relations, Social Networking, Small Business, Business Planning, Advertising, Marketing Strategy, Contract Management, Business Strategy, Selling, Sales Operations
Education
The University of Texas at Arlington 1974 — 1976
Attended, Business
Wells Fargo January 2013 - Present
Capital Source February 2011 - January 2013
CIT Small Business Lending January 1998 - February 2011
CIT Small Business Lending January 1998 - February 2011
Bank of the West 1992 - 1998
Skills
Financial Analysis, Loan Origination, Customer Service, New Business Development, Building Relationships, Trusted Advisor, Commercial Lending, Small Business Lending, Commercial Mortgages, Finance, Loans, Portfolio Management, Credit, SBA, Real Estate, Leadership, Small Business, Start-ups, Financial Services, Sales, Commercial Finance, Commercial Real Estate, Asset Based Lending, Underwriting, Business Development, Mortgage Lending, Refinance, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Investments, Construction Loans, Funding, Relationship Management, Credit Risk, Lines Of Credit, Financial Structuring, Residential Mortgages
Education
CCIM Institute 2009 — 2012
CCIM Designee, CCIM Designation
National Commercial Lending School of the American Bankers Association at the University of Oklahoma 1997 — 1997
Diploma of Graduation, National Commercial Lending School of the American Bankers Association Executive Schools Division
The University of Texas at El Paso 1990 — 1992
B.B.A., Double Degree Finance and Marketing
Bank of the West May 2007 - Present
Fourth Fleet Financial June 2004 - March 2007
Morgan Stanley 2002 - 2004
SunCom Wireless 2000 - 2002
The CIT Group (Newcourt Financial) 1998 - 2000
Skills
Credit, Financial Analysis, Banking, Credit Analysis, Credit Risk, Finance, Loans, Investments, Portfolio Management, Management
Education
The University of Texas at Arlington 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Nichols Brothers, Inc. February 2013 - Present
Enterprise Holdings Inc. January 2009 - November 2012
Bank of the West October 2007 - August 2008
Bank of Oklahoma October 2001 - August 2007
Skills
Sales, Customer Service, Accounting, Auditing, Accounts Receivable, Management, Microsoft Excel, Analysis, Outlook, Human Resources, Loans, Marketing, Banking, Sales Management, PeopleSoft
Education
Tulsa Community College 2010 — 2013
Associate's degree, Mechanical Engineering
Washington Federal February 2014 - Present
Washington Federal August 2011 - February 2014
Bank of the West February 2005 - August 2011
Skills
Credit, Mortgage Lending, Loans, Banking, Credit Analysis, Consumer Lending, Commercial Banking, Retail Banking, Commercial Lending, Loan Origination, Small Business Lending, Mortgage Banking, Refinance, First Time Home Buyers, Investment Properties, REO, Foreclosures
Education
University of Phoenix 1998 — 2000
Bachelor of Science, Business Management
University of Arizona 1982 — 1984
Finance, General
Valley Hospital Medical Center July 2013 - Present
Bank of the West December 2009 - October 2011
Woodcrest Hotel July 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Healthcare
Education
Touro University Nevada 2011 — 2013
Bachelor of Science (B.S.), Nursing
University of California, Santa Cruz 2004 — 2009
Bachelor of Science (B.S.), Biology, General
BDE Architects August 2011 - Present
Waypoint Homes September 2010 - June 2011
Geiszler Architects February 2008 - September 2010
Kattenburg Architects August 2006 - February 2008
Bank of the West November 2004 - August 2006
Skills
Architectural Design, Project Management, Adobe Creative Suite, Microsoft Office, PowerPoint, Vectorworks, Cloud Computing, AutoCAD, Revit, Adventure Travel, Dual Citizenship, Project Planning, Urban Planning, Construction Management, Construction
Education
University of California, Berkeley 2004 — 2006
Bachelor's, Architecture
University of California, Davis 2002 — 2004
Industrial Design
Citi March 2012 - Present
Wells Fargo September 2007 - February 2012
Travelex Commercial Foreign Exchange June 2006 - September 2007
Bank of the West December 2004 - June 2006
Ruesch International January 2001 - December 2004
Skills
Banking, Private Banking, Financial Services, Capital Markets, FX Options, Foreign Exchange, FX Hedging, Sales Management, Private Equity Firms, Asset Management, Investment Advisory, Cross Selling, Bloomberg, Alternative Investments, Derivatives, Trading, Financial Markets, Credit, Risk Management, Wealth Management, Hedging
Education
University of Arizona
Bachelor's Degree, Communications
Bank of the West January 2001 - Present
First International Bank & Trust June 1998 - January 2001
Skills
Investments, Asset Allocation, CFA, Management, Chartered Financial..., Investment Advisory, Equities, Portfolio Management, Strategy, Investment Strategies, Credit, Wealth Management, Banking, Leadership, Series 7, Mutual Funds
Education
The University of North Dakota 1995 — 1998
Bachelor of Business Adminstration, Finance
IBM August 2014 - Present
Bank of the West December 2013 - June 2014
Bank of the West June 2008 - December 2013
Bank of the West June 2007 - June 2008
Wellpoint, Inc May 2006 - August 2006
Countrywide Home Loans May 2004 - August 2004
Skills
Microsoft Office, Excel, PowerPoint, Quickbooks, Great Plains, Mas 90, Oracle, Java, Public Speaking, Data Analysis, Risk Management, Auditing, Microsoft Excel, Accounting, Underwriting, Analysis, Management, Financial Analysis, Loans, Budgets, Internal Audit, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 2011 — 2014
MBA
UC Berkeley 2003 — 2007
BA, Economics
CDK Global September 2012 - Present
Norwex February 2014 - Present
AllianceOne May 2007 - August 2012
AllianceOne, Inc June 2006 - April 2007
Bank of the West September 2004 - May 2006
Wells Fargo EFS May 2004 - September 2004
Skills
Customer Service, Call Center, Credit, Process Improvement, Outlook, Customer Satisfaction, Software Documentation, Team Building, Training, Call Centers, Leadership, Management, Human Resources, CTI, Remote Training, Cisco Technologies, Polycom, Websense, Receptionist Consoles, Independent, Telephony, Presentation Development, MS Office Suite, Microsoft Excel, Accounts Receivable, PowerPoint, Microsoft Word, Cold Calling, Sales, Coaching, Goal Oriented, Cisco Webex, GoToMeeting, GoToWebinar, Leadership Development, Teamwork, Team Leadership, Social Media, Facebook, Twitter, Facilitations, Training Facilitation, Recruiting, Salesforce.com, Curriculum Development, Curriculum Design, Learning Styles, Technical Support, Interviews, Microsoft Office
Education
The University of South Dakota 2004 — 2006
BS, Business Administration; Human Resources
SW Minnesota State UniversityGeneral 2000 — 2003
Merrill Lynch July 2007 - Present
Bank of the West 2004 - 2007
Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Leadership, Management, Personal Finance, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth Management...
Education
Truman State University 1999 — 2003
Business, Finance
Citibank 2005 - February 2012
Bank of the West 2003 - 2005
Mahina Entertainment LLC 2002 - 2003
Mizuho Corporate Bank 2001 - 2002
Fuji Bank 1997 - 2001
Dai-Ichi Kangyo Bank 1994 - 1997
Total Pharmaceutical Care Inc. 1987 - 1992
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Skills
Banking, Corporate Finance, Structured Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Writing, Credit Risk, Commercial Banking, Treasury Management, Credit Analysis, Building Relationships, Relationship Management, Cross-functional Team..., Contract Negotiation, Underwriting, Strategic Planning, Business Analysis, Credit, Commercial Lending, Start-ups, Portfolio Management, Loans, Risk Management, Management, Small Business Lending
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Finance, General
University of Hawaii at Manoa
Master of Arts (M.A.), English Language and Literature/Letters
University of Hawaii at Manoa
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of California, Santa Barbara
Political Science and Government
Eaton's Crouse-Hinds Business September 2013 - Present
Cooper Crouse-Hinds November 2012 - August 2013
Global Language and Business Services Company July 2011 - November 2012
Bank of the West May 2009 - August 2010
deView Electronics May 2007 - January 2008
Skills
Strategic Planning, Account Management, Analysis, Sales, Sales Management, Forecasting, Leadership, Inventory Management, New Business Development, Business Development, Sales Operations, Direct Sales, Cross-functional Team..., Sales Process, Salesforce.com
Education
University of Arkansas at Fayetteville 2007 — 2011
BS, Management
Bank of the West November 2014 - Present
BNP Paribas January 2010 - October 2014
BNP Paribas 2008 - 2010
BNP Paribas 2007 - 2008
BNP Paribas 2003 - 2007
Education
Université Lumière (Lyon II)
Master's degree, Accounting and Finance
Bank of the West May 2015 - Present
OZ Architects, Inc. August 2014 - April 2015
Legacy Gallery (+) June 2013 - August 2014
Fish Creek Financial Services LLC / LPL Financial November 2011 - August 2013
Morgan Stanley Smith Barney February 1987 - November 2011
Norwest Bank January 1985 - January 1987
First Nebraska Bank Group 1981 - 1985
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Series 65, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Equities, Asset Allocation, Investment Advisory, Separately Managed..., Portfolio Management, Investments, Securities, Asset Managment, Hedge Funds, Investment Strategies, Finance, Financial Services, Financial Planning
Education
University of Arizona 1975 — 1980
BA, Geosciences Major; Chemistry / Physics Minor
Smith Barney Consulting Group University 2005 — 2007
Graduate, Fee Based Asset Management and Practice Management
Smith Barney Consulting Group University
Graduate, Guided Portfolio Management
University of Nebraska 1985 — 1986
Supplemental Accounting Courses
American Bankers Association
Graduate, Financial Statement Analysis
University of Oklahoma 1982 — 1982
Graduate, National Credit School
Aiman Smith & Marcy December 2014 - January 2015
Competition Trial Team, University of California, Hastings College of the Law October 2014 - November 2014
Constitutional Law I, University of California, Hastings College of the Law January 2014 - May 2014
Crowell & Moring LLP May 2013 - July 2013
University of California, Hastings College of the Law January 2013 - May 2013
Judge's Chambers at the Ninth Circuit Court of Appeals May 2012 - July 2012
Bank of the West December 2010 - May 2011
Bank of the West June 2010 - August 2010
UCDC Berkeley Washington Program January 2010 - July 2010
CALPIRG February 2009 - February 2010
Education
University of California, Hastings College of the Law 2011 — 2014
J.D.
University of California, Berkeley 2006 — 2010
B.A
University of California Washington Program (UCDC) 2009 — 2009
Bank of the West March 2014 - Present
BNP Paribas Personal Finance 2010 - Present
BNP Paribas Personal Finance February 2010 - December 2010
Skills
SPSS, SAS programming, Personal loans, Risk Management, Scorecard development, Credit Scoring, Fraud, FICO Model Builder, Expert Systems, Score follow-up, Collection, Litigation, EVIEWS, STATISTICA, STATA, SPAD, SAS, R, Data Mining, Analysis, Statistics, Econometrics, Predictive Modeling, Quantitative Analytics, Analyses, Analyse quantitative, Statistiques, Évaluation des..., Exploration des données, Gestion des risques, Programmation SAS, Économétrie
Education
Toulouse School of Economy - TSE (France) 2009 — 2010
Master degree, "Statistics and econometric"
Université d'Auvergne (Clermont-Ferrand I) 2008 — 2009
Master degree, "Economic and International Development"
Université d'Auvergne (Clermont-Ferrand I) 2008 — 2009
Master's degree, "Project Analysis"
Institut sous régional de statistiques et d économie appliquée 2004 — 2008
Engineer in statistics, statistics
Bank of the West May 2015 - Present
Chase January 2012 - May 2015
Chase November 2006 - January 2012
Chase June 2003 - October 2006
Chase August 1999 - June 2003
The University of Arizona August 1994 - June 1999
Skills
Customer Relations, Sales Management, Small Business Lending, Credit, Finance, Loans, Banking, Financial Analysis, Mortgage Lending, Relationship Management, Investments, Risk Management, Commercial Lending, Business Development, Sales, Underwriting, Customer Service, Portfolio Management, Coaching, Commercial Banking, Management, Training, Credit Analysis
Education
University of Arizona 1994 — 1999
BS, Finance
Bank of the West January 2011 - Present
Skills
Commercial Lending, Small Business Lending, Certified Mortgage..., Enterprise Risk..., Real Estate, Capital Markets, Series 63, Small Business, Auditing, Strategic Planning, Securities, Foreign Exchange, Commercial Banking, Loans, Credit, Relationship Management, Portfolio Management, Mortgage Banking, Lines Of Credit, Banking, Credit Analysis
Education
University of Arizona 1973 — 1977
Sonexus Health June 2014 - Present
Bank of the West June 2011 - June 2014
Passumpsic Savings Bank 2008 - 2011
Skills
Banking, Customer Service, Deposits, Teller Operations, Cross Selling, Credit Cards, Credit, Lines Of Credit, Commercial Banking, Loans, Commercial Lending, Retail Banking, Consumer Lending, Small Business Lending, Loan Origination, Mortgage Lending, Merchant Services, Credit Analysis, Residential Mortgages, Mortgage Banking, Refinance, Financial Risk, Personal Banking, Commercial Mortgages, Home Equity Lines of..., Underwriting, Home Equity Loans, Credit Risk, FHA, Branch Banking, Loan Servicing, Bank Secrecy Act, Branch Management, Mortgage Servicing, Risk Management, Credit Unions, Real Estate Financing, Internet Banking, Finance, Executive Support
Education
Thomas College 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections
St, Johnsbury Academy 2000 — 2004
Wells Fargo June 2013 - Present
Wells Fargo Wealth Management October 2011 - May 2013
Wells Fargo August 2007 - October 2011
Wells Fargo May 2003 - March 2007
Wells Fargo September 2001 - April 2003
Bank of the West September 2000 - March 2001
Comerica Bank January 1999 - June 2000
Chemo International December 1992 - July 1995
Entrepreneur Chamber of Guatemala, Guatemala City, Project for Enterprise Development, U.S. AID January 1990 - November 1992
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Wealth Management, Estate Planning, Wealth Management..., Credit, Financial Planning, Coaching
Education
Universidad Rafael Landívar 1990 — 1995
Ciencias Juridicas y Sociales
Bank of the West October 2013 - Present
Skills
Consultative Sales..., Extensive background in..., Very successful in..., Broad expertise in..., Health Care Reform, Human Resource..., Business Capital,..., Business Intelligence, Human Resources, Small Business, Strategy, Recruiting, Employee Benefits, Benefits Administration, Insurance, Start-ups, Healthcare, Performance Management, Talent Acquisition, Account Management, Benefits Management
Education
Webster University - Denver CO 2008 — 2010
Master of Arts (M.A.), Management and Leadership
Thiel College
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Bank of the West September 2012 - Present
Bank of Tokyo-Mitsubishi UFJ November 2010 - September 2012
Sumitomo Mitsui Banking Corporation January 2006 - November 2010
Banca Intesa S.p.A. June 2004 - January 2006
BNL Gruppo BNP Paribas February 2000 - June 2004
SanPaolo IMI July 1993 - January 2000
Skills
Credit Analysis, Relationship Management, Banking Relationships, Credit Risk, Banking, Commercial Banking, Financial Analysis, Corporate Finance, Financial Statement..., Credit Evaluation, International Credit, Credit Management, Portfolio Management, Structured Finance, Finance, Credit, Financial Risk, Loans, Financial Modeling, Capital Markets, Financial Structuring, Investments, Risk Management
Education
Università degli Studi di Siena
MS in applied Economics, concentration in Banking, Economic Sciences and Banking
Bank of the West 2015 - Present
Citigroup May 2009 - April 2015
GE Capital 2006 - 2009
GE Capital 1996 - 2006
Sears, Roebuck and Co. 1993 - 1996
Skills
Credit Risk, Data Integrity, International Business
Education
California State University
MBA, Quantitative Analysis
Universidad Complutense de Madrid
Licenciada, Filologia
Los Alamos National Laboratory September 2011 - Present
Los Alamos National Laboratory June 2011 - August 2011
Keck Graduate Institute August 2009 - June 2011
Los Alamos National Laboratory 2010 - 2010
Bank of the West May 2009 - July 2009
Gap Inc. November 2008 - 2009
Skills
Competitive Analysis, Medical Devices, Business Planning, Management Consulting, New Business Development, Research, Life Sciences, Data Analysis, Technology Transfer, Biotechnology, Commercialization, R&D
Education
Keck Graduate Institute 2009 — 2011
Master of Bioscience, Medical Devices and Diagnostics, Business of Bioscience
Trinity University 2004 — 2008
Bachelor of Sciene, Physics, Minors: English, Mathematics
Bank of the West June 2004 - Present
Bank of America June 1983 - October 2003
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Risk Management, Retail Banking, Financial Analysis, Loan Origination, Treasury Management, Lines Of Credit, Mortgage Lending, Cash Management, Asset Based Lending, Commercial Mortgages, Underwriting
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1987
MBA, Finance, General
University of Southern California - Marshall School of Business 1979 — 1981
BS, International Finance
Opus Bank September 2013 - Present
Opus Bank February 2012 - Present
Santa Clarita Tri Club 2012 - 2014
First California Bank January 2012 - February 2012
East West Bank May 2010 - February 2012
Paseo Club 2010 - 2011
Bank of the West October 2009 - May 2010
Bank of the West March 2008 - September 2009
Bank of the West April 2007 - February 2008
Citigroup 1985 - 2007
Skills
Cash Management, Treasury Management, FX, Cards, Commercial Banking, Retail Banking, Payments, Internet Banking, Cross Selling, Credit Cards, Liquidity Management, Executive Management, Financial Institutions, Back Office, Due Diligence, Credit, Financial Services, Vendor Management, Credit Risk, Loans, ACH, Banking, AML, Portfolio Management, Strategy, Risk Management, Management, Commercial Lending, Finance, Mergers & Acquisitions, Leadership, Financial Risk, Loan Origination, Operational Risk..., Investment Banking, FX Options, Cross-functional Team..., Treasury Services, Capital Markets, Private Banking, Credit Analysis, Trade Finance, Payment Systems, Financial Analysis, Foreign Exchange, Small Business Lending, Asset Based Lending, Consumer Lending, Relationship Management, Corporate Finance
Education
Universidad Argentina de la Empresa 1981 — 1984
Bachelors in International Commerce
Bank of the West April 2013 - Present
Bank of the West April 2013 - Present
Jones Lang LaSalle June 2008 - April 2013
Jones Lang LaSalle July 2006 - August 2008
Jones Lang LaSalle November 2003 - July 2006
Skills
Real Estate, Facilities Management, Corporate Real Estate, Real Estate Development, Due Diligence, Acquisitions, Market Analysis, CRM, Finance, Asset Management, Commercial Real Estate, Portfolio Management, Analytics
Education
University of Arizona
Bachelor of Architecture
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
Affordable Equity Partners, Inc. December 2014 - Present
Integratec Services, LLC February 2014 - December 2014
Integratec Services, LLC January 2012 - February 2014
Bank of the West August 2010 - September 2011
Skills
Effective Communication, Data Analysis, Client Relations, Organization, Planning, Project Planning, Management, Portfolio Management, Leadership, Investments, Financial Analysis, Analysis, Valuation, Time Management, Marketing, Sales, Customer Service, Microsoft Office, Finance, Financial Modeling, Real Estate
Education
George Walton Comprehensive High School
The University of Tennessee at Chattanooga
Bachelor of Business Administration, Finance
Sanford Health March 2015 - Present
Bank of the West January 2014 - March 2015
Delta Gamma Fraternity July 2009 - June 2014
InterceptEFT January 2008 - January 2014
Microsoft January 2007 - December 2007
US Bank 1997 - 2006
Ramsey National Bank 1996 - 1997
Skills
Accounting, Credit Cards, Management, Finance, Payments, Banking, Risk Management, Financial Risk, Vendor Management, Leadership, ACH, Training, Marketing, Project Management, Auditing, Payroll, Merchant Services, Fraud Detection, Credit Card Fraud, Budgets, Insurance, Loans, PCI DSS, Fraud Claims, Fraud, Time Management, General Ledger, QuickBooks, Payment Card Processing, Electronic Payments, Debit Cards, Standards Compliance, Crystal Reports, Web Int, McKesson Performance..., Business Objects, Epic Resolute..., Healthcare Analytics, Lync, microsoft excel, MS Excel Pivot Tables, Data Analysis, Fraud Investigations, Microsoft Excel
Education
The University of North Dakota 1986 — 1990
B.B.A., Marketing
In Transition July 2015 - Present
Kaiser Permanente September 2014 - June 2015
Kaiser Permanente April 2011 - September 2014
Bank of the West August 2010 - November 2010
WestEd July 2010 - July 2010
Wells Fargo October 2009 - June 2010
Taproot Foundation January 2009 - November 2009
Wells Fargo Bank June 2008 - September 2008
Charles Schwab October 2007 - April 2008
Finaplex February 2006 - June 2007
Skills
PMO, SDLC, Oracle, Project Management, Management, Budgets, CRM, Cross-functional Team..., Software Development, Program Management, Management Consulting, Integration, Business Strategy, Project Portfolio..., IT Strategy, Operations Management, Data Warehousing, PMP, Product Management, Banking, Enterprise Software, Databases, Project Planning, Strategy, Financial Services, Business Process, Leadership, Vendor Management
Education
University of California, Berkeley
MBA
University of Tennessee-Knoxville
BSEE
Keller Graduate Management School, SF 2010 — 2010
PlainsCapital Bank November 2009 - Present
Dallas Area Compliance Association December 2007 - Present
ViewPoint Bank November 2008 - January 2010
Town North Bank March 2007 - December 2008
Bank of the West June 2002 - March 2007
Skills
Bank Secrecy Act, USA PATRIOT Act, AML, Banking, OFAC, KYC, Microsoft Excel, Fraud, Retail Banking, Risk Management, Analysis, Finance, Risk Assessment, Anti Money Laundering
Education
University of North Texas 1997 — 1999
The University of Texas at Dallas
B.A., Psychology
Monitor Liability Managers December 2013 - Present
Bank of the West November 2012 - December 2013
Lacrosse Scotland October 2010 - July 2012
English Lacrosse Association August 2010 - June 2012
Skills
Social Media, PowerPoint, Editing, Public Speaking, Research, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Public Relations, Fundraising, Teaching, Website Development, Team Building, Communication
Education
Union College 2006 — 2010
B.A, History
Western Reserve Academy 2004 — 2006
High School Diploma
Mountain View Bank of Commerce December 2006 - Present
Bank of the West 2005 - 2006
Community First Bank 2003 - 2005
KeyBank 1997 - 2003
NBD Bank 1995 - 1997
Skills
Organizational..., Performance Management, Leadership Development, Commercial Banking, Commercial Lending, Business Operations, Loans, Banking, Credit, Small Business Lending, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Treasury Management, Loan Origination, Risk Management, Cash Management, Credit Risk, Finance, Mergers, Commercial Real Estate, SBA, Small Business, Asset Based Lending, Deposits, Internet Banking, Executive Management, Commercial Mortgages, Funding, Financial Structuring, Financial Institutions, Mergers & Acquisitions
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Finance
University of Colorado at Boulder 1990 — 1994
BA, Economics and Spanish
Leadership Denver
TD May 2015 - Present
TD December 2009 - May 2015
Bank of the West August 2007 - August 2009
Victoria's Secret January 2007 - February 2008
Skills
Retail Banking, Credit, Banking, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Lines Of Credit, Mortgage Banking, Residential Mortgages, Loan Origination, Home Equity Loans, Construction Loans, Branch Banking, Sales, Notary Public, Team Management, VA loans, NYS Notary Public, Sales Management, FHA, Refinance, Investments, Home Equity Lines of..., Financial Services, Credit Cards, Credit Risk, Finance, Funding, Financial Advisory, Relationship Management, Wealth Management, Portfolio Management, Term Life Insurance, Financial Risk, Cash Management, Deposits
Education
UC Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Mathematics and Psychology
SUNY Adirondack
Chemistry, Biological Sciences, Physics
University at Albany
Biochemistry and Molecular Biology
Chief Stitch & Print January 2015 - Present
City of Dallas October 2010 - Present
Cintas June 2008 - October 2010
Cintas January 2005 - June 2008
Bank of the West August 2002 - December 2004
Skills
Microsoft Excel, Microsoft Word, Team Building, Management, First Aid, PowerPoint, Coaching, Project Management, Human Resources, Event Planning, Emergency Management, Employee Management, Organization, Training, Microsoft Office, Contract Negotiation, Sales Operations, Contract Management, Conflict Resolution, Negotiation, Performance Management, Leadership, Temporary Placement, Leadership Development, Inventory Management, Team Leadership, Direct Sales, Resume Writing, Networking, Cold Calling, Outlook, Operations Management, Sales Management, Recruiting, Public Speaking, Process Improvement, Employee Relations, Applicant Tracking..., Customer Retention, Customer Service, Budgets, Customer Satisfaction, Account Management, Sales
Education
University of Nebraska at Omaha 1997 — 2001
Bachelors of Science, Communications
Iowa State University 1996 — 1997
Business Administration and Management, General
The University of Texas Southwestern Medical Center at Dallas
EMT-Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)
Bank of the West June 2014 - Present
Bank of the West October 2012 - June 2014
Capital One March 2012 - October 2012
HSBC 2009 - June 2012
HSBC June 2007 - 2009
Practising Law Institute September 2000 - February 2005
Practising Law Institute September 2000 - January 2005
Skills
Email Marketing, Product Management, Database Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Google Analytics, Lead Generation, Management, Online Advertising, Mergers & Acquisitions, Marketing, Strategy, Segmentation, Sales, Multi-channel Marketing, CRM, Budgets, Financial Services, Analytics, Project Management, Cross-functional Team..., Customer Retention, Competitive Analysis, Product Marketing, P&L Management, Customer Acquisition, Direct Mail, E-commerce, Strategic Partnerships
Education
MBA at University of Maryland 2009 — 2012
MBA, Global Marketing, 3.6
State University of New York at Albany 1996 — 2000
BS of Science, Business Administration and Management, General
Bank of the West February 2015 - Present
Bank of the West May 2014 - February 2015
Bank of the West April 2013 - May 2014
Chase Bank December 2011 - February 2013
EnviroWater October 2011 - December 2011
PetSmart May 2010 - October 2011
PetSmart December 2007 - May 2010
Target March 2006 - October 2007
Target May 2002 - March 2006
Skills
Customer Satisfaction, Retail Management, Critical Thinking, Profit, Recruiting, Coaching, Temporary Placement, Management, Supervising, Loss Prevention, Visual Merchandising, Merchandising, Planograms, Inventory Control, Retail, CPFR, Inventory Management, Income Statement, Distribution Center..., Big Box, Assortment, Customer Experience, POS, Store Management, Sales, Customer Service, Leadership, Banking, Loans, Finance, Retail Banking
Education
University at Albany, SUNY 2000 — 2004
BS, Psychology
Brewster High School 1996 — 2000
Bank of the West June 2007 - Present
Columbia Bank March 2005 - May 2007
Washington Mutual Bank 2000 - 2005
Skills
Banking, Commercial Banking, Loans, Business Development, Finance, Commercial Lending, Credit, Credit Analysis, Small Business Lending, Asset Based Lending, Treasury Management, Portfolio Management, Underwriting, Financial Analysis, Corporate Finance
Education
Thunderbird School of Global Management 1980 — 1981
MBA, Finance
University of California, Santa Barbara 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of the West April 2011 - Present
Bank of Arizona November 2009 - April 2011
Bank of America 2004 - 2009
Skills
Financial Analysis, Commercial Lending, Commercial Banking, Sales, Banking, Strategic Planning, Strategy, Small Business Lending, Loans, Mergers & Acquisitions, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Relationship Management, Underwriting, Credit Risk, Finance, Leadership, Team Leadership, Cash Management, Consumer Lending, Treasury Management, Sales Management, Investments, Risk Management, Financial Modeling, Business Development, Executive Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, Finance
University of Southern California 1983 — 1987
BS, Public Administration
St. Francis High School
Bank of the West September 2012 - Present
AmericanWest Bank August 2009 - September 2012
Wells Fargo Private Bank August 2007 - August 2009
Wells Fargo August 2007 - August 2009
Wells Fargo Private Bank 2002 - 2009
Wells Fargo Bank 2002 - 2004
WAMU Business Banking 1999 - 2002
Skills
Needs Analysis, Commercial Banking, Sales, Private Banking, Loans, Banking, Business Development, SBA, Consumer Lending, Wealth Management..., Strategy, Credit, Private Equity, Securities, Relationship Management, Finance, Financial Services, Commercial Lending, Strategic Financial..., Small Business Lending, CRM, Business Planning, Leadership, Risk Management, Asset Based Lending, Financial Analysis, Asset Management, Mortgage Lending, Executive Management, Retail Banking, Small Business, Real Estate Financing, Mergers & Acquisitions, Treasury Management, Wealth Management, Financial Modeling, Insurance, Lines Of Credit, High Net Worth..., Target Marketing, Credit Analysis, Investment Advisory, Proposal Writing, Mutual Funds, Corporate Finance, Portfolio Management, Series 7, Underwriting, Cross Selling, Loan Origination
Education
University of Arizona, Eller College of Management 1967 — 1972
BS, Business
Smart Tech Inc. October 2006 - Present
Fortune 500 Risk Analytics and Measurement Firm June 2014 - January 2015
Fortune 500 Mortgage Lender September 2013 - May 2014
American India Foundation 2013 - 2013
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - December 2012
VMware December 2010 - December 2011
Bank of the West June 2010 - December 2010
Union Bank December 2009 - June 2010
Washington Mutual Inc. August 2007 - December 2008
Iconixx November 1999 - September 2006
Skills
Vendor Selection, Project Planning, Requirements Analysis, Process Engineering, Change Management, SDLC, Project Delivery, Sales Compensation, Customer Service, MS Project, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Project Estimation, Incentives, IT Project..., Manage client..., Varicent, Callidus, Relationship Management, Integration, Enterprise Software, System Testing, Strategy, Requirements Gathering, Program Management, Project Management, Software Documentation, Business Intelligence, Business Process, Business Analysis, Consulting, Management
Education
University of Houston, C.T. Bauer College of Business 1995 — 1997
MBA
Madhya Pradesh University - Jabalpur 1991 — 1993
MA
University of Calcutta 1988 — 1991
BA
Colorado State Bank and Trust April 2015 - Present
Bank of the West May 2014 - April 2015
BMO Harris Financial Advisors July 2012 - May 2014
Precision Wealth Strategies, LLC October 2009 - June 2012
Skills
Insurance, Wealth Management, Sales, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Estate Planning, Investments, Financial Planning, Portfolio Management, Underwriting
Education
University of Missouri-Columbia
Bachelor's degree, Animal Sciences
The University of Queensland
Bank of the West November 2014 - Present
Kelley Blue Book February 2012 - August 2014
AlphaGenius, Inc. October 2010 - January 2012
French Trade Commission February 2008 - December 2008
Fondazione Eni Enrico Mattei January 2006 - December 2007
Università degli Studi di Milano-Bicocca January 2002 - September 2002
PSA Peugeot Citroën September 2001 - December 2001
Skills
Quantitative Analytics, Econometrics, GARCH, Econometric Modeling, Statistical Modeling, Time Series Analysis, SAS programming, Research, Energy, Statistical Data..., Multivariate Analysis, Linear Regression, Economics, Macroeconomics, Behavioral Finance, Forecasting, Data Analysis, Statistics, SAS, Matlab, Risk Management, SQL, Web Analytics, Predictive Analytics, Predictive Modeling, Analytics, Analysis, Market Analysis, Data Mining, SAS Programming
Education
Università degli Studi di Milano 2002 — 2006
Doctor of Philosophy (Ph.D.), Economics
Université de Toulouse 1 - École Doctorale de Sciences Économiques 2003 — 2004
Master's degree, Econometrics and Economic Theory
Università Commerciale 'Luigi Bocconi' 1995 — 2001
Bachelor's degree, Economics
TourRadar July 2014 - Present
STA Travel January 2014 - June 2014
STA Travel August 2011 - December 2013
Bank of the West April 2011 - August 2011
Nautical Bean Coffeehouse and Bistro May 2008 - March 2011
Ike’s Quarter Café April 2009 - September 2009
Jamba Juice April 2007 - September 2007
Humpty Dumpty Kitchen January 2006 - April 2007
Skills
Sales, Customer Service, Hospitality, Teamwork, Time Management, Microsoft Office, Microsoft Word, Social Media, Social Networking, Public Speaking, Team Leadership, Spanish, Restaurants, Research, Travel Planning, Project Management, Writing, Organizational..., Adventure Travel, Leisure Travel, Tour Operators
Education
California Polytechnic State University-San Luis Obispo 2007 — 2010
Bachelor of Arts, History, Music, GPA 3.265
Universidad de Valladolid 2009 — 2009
Sierra College 2005 — 2007
Associate of Arts (A.A.), Humanities/Humanistic Studies, Liberal Arts, GPA 3.522
UT School of Public Health Student Association May 2015 - Present
Hispanic Health Coalition March 2015 - Present
James A. Baker III Institute for Public Policy -- Rice University May 2015 - Present
UT School of Public Health Student Association September 2014 - May 2015
Shape Up Houston November 2014 - April 2015
Sutter Health November 2012 - May 2014
Bank of the West July 2011 - November 2012
University of California Berkeley Recreational Sports Facility December 2008 - September 2010
University of California Berkeley Concepts and Cognition Lab June 2007 - May 2010
Skills
Customer Service, PowerPoint, Spanish, Healthcare, Data Analysis, Epic Systems, AeroScout, Microsoft Office, Excel, Outlook, Data Collection, Dreamweaver, Photoshop, 80 WPM, Survey Monkey, HTML, Matlab, CSS, Scheme, SPSS, Eventbrite, Salesforce.com, Systematic Literature..., Stata
Education
The University of Texas Health Science Center at Houston 2014 — 2016
Master's Degree, Public Health
University of California, Berkeley 2006 — 2010
B.A., Cognitive Science
Bank of the West February 2015 - Present
Investment Advisory Firm (start-up) May 2014 - February 2015
Charles Schwab June 2012 - May 2014
Williams-Sonoma, Inc. July 2009 - April 2012
Presidio Partners (formerly known as CMEA Capital) September 1998 - September 2008
Skills
Outlook, PowerPoint, QuickBooks, Adobe, Intralinks, BoardVantage, Axiom, FileMaker, Bigdough, Event Planning, Microsoft Excel, Microsoft Word, Concur, Office Management, Calendaring, Strategy, Microsoft Office, Human Resources, Public Relations, Marketing, Time Management, Nonprofits, CRM
Education
Towson University
BSc, Communications & PR
Universal Studios Hollywood March 2015 - Present
Universal Studios Hollywood February 2014 - Present
Universal Studios Hollywood June 2010 - February 2014
Brice Seating January 2010 - February 2010
Bank of the West June 2009 - July 2009
DVM Services January 2009 - April 2009
The Jay and Tony Show/Allison Grodner Productions September 2008 - October 2008
Skills
Social Media, Entertainment, Facebook, Film, Microsoft Office, Creative Writing, Taleo, Communication, Television, Video Production, Interviews, Theatre, Film Production, Event Management, Event Planning, Leadership
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Fine/Studio Arts, General
USDA Rural Development August 2015 - Present
Points West Community Bank January 2006 - August 2015
Wyoming Professional Hunters September 2010 - October 2013
Bank of the West May 2004 - January 2006
Merrill Lynch May 2002 - April 2004
Precision Composites, Inc. March 2001 - April 2002
Newell Rubbermaid July 2000 - February 2001
US Army 1994 - 2000
Skills
Agricultural Lending..., Scout Platoon Leaders..., Armor Captains Career..., Armor Officer Basic..., Financial Analysis, Commercial Lending, Community Banking, Real Estate Lending, NMLS Licensed, USDA Rural, Executive Management, Management, Investments, Risk Management, Operations Management, Program Management, Credit, Team Leadership, Small Business Lending, Leadership, Asset Management, Business Development, Strategic Planning, Organizational..., Mortgage Lending, Military, Banking, Leadership Development, Finance, Business Planning, Financial Modeling, Business Analysis, Start-ups, Portfolio Management, Loans, Military Operations, Command, Community Development, Employee Training
Education
University of Phoenix 2000 — 2003
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1990 — 1994
BS, Military History
Avery Dennison Corporation August 2012 - May 2015
Experience Unlimited January 2012 - July 2012
Family Commitments October 2010 - December 2011
Bank of the West September 2005 - September 2010
Jacobs Engineering Group, Inc. February 2000 - July 2005
CIGNA Healthcare August 1990 - November 1999
Ritz Camera 1982 - 1987
Skills
Benefits, Employee Benefits, HRIS, Administration, Benefits Administration, Customer Service, Compliance, Word, Microsoft Office, Customer Relations, Public Speaking, Insurance, PowerPoint, Research, Process Improvement, Problem Solving, Healthcare, Analysis, Data Entry, Outlook, Policy, Microsoft Word, Human Resources, Management, ADP Payroll, Employee Relations, Recruiting, Performance Management
Education
State University of New York at Albany 1976 — 1980
B.A., Anthropology; Sociology, Physics, 3.42/4.00
The State University of New York at Albany
Bachelor of Arts (B.A.), Anthropology and Archeology
Bank of the West April 2014 - Present
Your Finances Sacramento Non-Profit Org August 2010 - Present
Downtown Stockton Alliance September 2013 - April 2014
CBSJ Bank August 2010 - September 2013
Grubb & Ellis March 2010 - August 2010
Bank of the West July 2005 - January 2010
Bank of Stockton January 2004 - July 2005
Skills
Investment Management, Trust Services, New Business Development, Public Speaking, Property Management, Wealth Management, Business, Non-profits, Leadership, Asset Managment, Investments, Portfolio Management, Asset Management, Banking, Estate Planning, Finance, Nonprofits, Risk Management
Education
University of the Pacific 2013 — 2013
Non-Profit Board Development
W. Michigan Univ. COOLEY LAW SCHOOL 2000 — 2003
Juris Doctorate, Law
University of California, Santa Barbara 1996 — 2000
BA, Law & Society
Bank of the West 2007 - Present
Aequitas Capital Management 2006 - 2007
US Bancorp Equipment Finance 2000 - 2006
US Bank 1992 - 2000
GMAC Mortgage Corporation 1990 - 1992
Key Bank of Alaska 1988 - 1990
Alaska USA Federal Credit Union 1985 - 1988
Skills
Equipment Leasing, Equipment Finance, Commercial Banking, Commercial Lending, Banking, Finance, Credit, Middle Market, Small Business Lending, Relationship Management, Common Sense, Financial Analysis, Credit Analysis, Loan Origination, Sense Of Urgency, Investments, Mortgage Lending, Retail Banking, Portfolio Management, Mortgage Banking
Education
Colorado Mesa University 1982 — 1985
BBA, Accounting/ Finance
University of Alaska Anchorage 1979 — 1982
Associates, Art
EP Eagle Capital, LLC July 2012 - Present
Wells Fargo September 2013 - March 2015
Caterpillar Financial March 2005 - May 2012
GE Capital January 2008 - March 2009
Bank of the West August 2003 - March 2005
Citi July 1999 - July 2003
Skills
Financial Analysis, Fundraising, Financial Statement..., Sales, Direct Sales, Salesforce.com, Sales Presentations, Credit Analysis, Professional Mentoring, Spanish-speaking, Economic Development, Intercollegiate..., Insurance, Leadership, Business Planning, Commercial Lending, Credit, Finance, Financial Services, Forecasting, Loans, Management, Portfolio Management, Underwriting, Pricing, Banking, Asset Based Lending, Sales Management, Business Development, CRM, New Business Development
Education
The University of Texas at El Paso
BBA, Finance
Bank of the West May 2014 - Present
Bank of the West December 2012 - Present
Wells Fargo Insurance Services June 2009 - January 2013
City and County of Denver January 2008 - June 2009
Verizon Wireless January 2005 - January 2008
Enterprise Rent-A-Car January 2002 - August 2005
Skills
Management, Training, Marketing, Team Building, Customer Service, Sales, Insurance, Customer Retention, Employee Benefits, Recruiting, Time Management, Leadership, Contract Negotiation, New Business Development, Banking, Account Management, Cold Calling, Customer Satisfaction, Call Centers, Strategic Planning, Outlook
Education
The University of South Dakota 1996 — 2001
Bachelor of Science, Health Service Administration
Bank of the West July 2015 - Present
National Indemnity Company August 2013 - July 2015
Berkshire Hathaway Homestate Companies October 2011 - July 2015
Edwards Subaru Hyundai May 2011 - October 2011
9 Other Jobs June 2003 - May 2011
Skills
Capability to represent..., Ability to..., Comfortable when in..., Leadership proficiency..., Expert in written and..., Adept in rhetorically..., Microsoft Word, Microsoft Excel, Workers Compensation, Social Networking, Customer Service, Marketing Strategy, Leadership, Claim, PowerPoint, Sales, Liability
Education
The University of South Dakota 2009 — 2010
Master of Arts in Organizational Communication, Organizational Communication
Wayne State College 2005 — 2009
Bachelor of Science in Speech Communication, Organizational Leadership and Public Relations
NXT Capital February 2014 - Present
Realpoint Inc. July 2012 - January 2014
GE Capital 2004 - 2012
Bank of the West 2002 - 2004
Credit Lyonnais 1998 - 2002
Credit Lyonnais 1996 - 1998
Skills
Real Estate, Capital Markets, Structured Bridge..., CMBS Lending, Mezzanine Lending, Team Management, Asset Management,..., Asset Valuation, Market Analysis, Credit Analysis, Office, Industrial,..., Due Diligence, Self Storage, Loans, Asset Managment, Investors, Structured Finance, Bridge Loans, Brokerage, Debt Restructuring, Finance, Portfolio Management, CMBS, Multi-family, Corporate Finance, Investments, Mezzanine, Industrial Engineering, Valuation, Disposition, Construction Loans, Real Estate Economics, Financial Structuring, Asset Management, Underwriting, Business Development, Real Estate Development, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Financial Services, Corporate Real Estate, Acquisitions, Property, Real Estate Transactions, Leases, Loan Origination, Dispositions
Education
Université Paris Dauphine 2013 — 2014
Master's Degree, Real Estate Finance
L Jean Mermoz, Montpellier, France
BTS, Commerce International (International Business)
Bank of America Merrill Lynch June 2015 - Present
Bank of the West June 2014 - June 2015
CHS Capital May 2011 - June 2014
Wells Fargo July 2008 - May 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Risk Management, Finance, Cash Management, Credit, Credit Analysis, Financial Modeling, Sarbanes-Oxley Act, Management, Leadership, Analysis, Sales, Customer Service, Banking
Education
The University of North Dakota
BBA, Finance
OrthoArizona October 2014 - Present
Essentia Health February 2012 - July 2014
Imaging Solutions, Inc 2010 - 2012
Sanford Health 2007 - 2010
Sanford Health 2005 - 2006
Bank of the West 2001 - 2004
Banner Health 1999 - 2001
Banner Health 1995 - 1999
Banner Health 1992 - 1995
Banner Health 1990 - 1991
Skills
Healthcare Information..., Mergers & Acquisitions, Leadership, Healthcare, Managed Care, Change Management, Healthcare Management, HIPAA, Process Improvement, Executive Management, Hospitals, Medicare, Healthcare Consulting, Strategy, Leadership Development, Business Development
Education
The University of North Dakota School of Law 1980 — 1983
Doctor of Law (J.D.), Law
The University of North Dakota 1976 — 1980
Bachelor of Science (BS), Accounting
City of Union City April 2013 - Present
Bay Area Air Quality Management District July 2010 - April 2013
WJ Public Finance May 2009 - August 2010
Jesup & Lamont October 2008 - April 2009
Bank of the West August 2004 - October 2008
Alameda County September 1999 - August 2004
City of San Jose 1998 - 1999
US Armry 1978 - 1999
San Francisco International Airport March 1995 - April 1998
Fieldman Rolapp & Associates April 1990 - March 1995
Skills
Public Finance, Public Administration, Financial Administration, Credit, Government, Financial Analysis, Underwriting, Strategic Planning, Leadership, Financial Regulation, Bonds, Management, Program Management, Budgets, Policy, Finance, Nonprofits, Analysis, Real Estate, Portfolio Management, Fixed Income, Structured Finance, Risk Management, Public Speaking, Grants, Managerial Finance, Capital Markets, Securitization, Public Sector Budgeting, Government Accounting, Economic Development, Restructuring, Policy Analysis, Public Sector Financial..., Community Outreach, Public Policy, Community Development, Strategic Financial..., Investment Banking, Securities
Education
University at Albany, SUNY 1981 — 1983
MPA, Public Aministration
University at Albany, SUNY 1977 — 1981
BA, English
HANC
High School
United Way of Cass-Clay July 2012 - Present
Bank of the West December 2009 - June 2012
Target June 2008 - August 2009
Target 2009 - 2009
Target June 2007 - June 2008
Skills
Marketing, Merchandising, Retail, Brand Management, Event Planning, Advertising, Marketing Strategy, Email Marketing, Direct Marketing, Marketing Communications, Public Relations, Event Management, Brand Development, Market Planning, Social Media
Education
The University of North Dakota 2002 — 2006
Bachelor of Business, Marketing
Situs July 2014 - Present
Situs February 2011 - July 2014
Bank of the West 2006 - 2011
CENTURY 21® 2003 - 2006
Greater Bay Bank 2000 - 2002
Skills
Real Estate Economics, Commercial Mortgages, CMBS, Loans, Real Estate Financing, Commercial Real Estate, Construction Loans, Asset Management, Credit, Portfolio Management, Real Estate, Disposition, Underwriting, Investment Properties, Real Estate Transactions, Valuation, Dispositions, Real Estate Development
Education
UCLA Extension
Real Estate Certificate, Real Estate
Toyota Motor Sales April 2011 - Present
CSC March 2005 - April 2011
Toyota Motor Sales February 2010 - March 2011
Toyota Motor Sales March 2009 - April 2010
Mattel January 2008 - June 2009
Mattel August 2007 - December 2007
Mattel March 2006 - August 2007
Bank of the West March 2005 - February 2006
Covansys 2004 - March 2005
Skills
Process Improvement, Software Development, Enterprise Architecture, Vendor Management, ITIL, Business Intelligence, IT Strategy, Business Analysis, SDLC, Project Management, PMO, PMP, Management, Disaster Recovery, Solution Architecture, Business Process, Incident Management, IT Service Management, Service Delivery, Software Project..., SOA, Global Delivery, Agile Methodologies, Configuration Management, Infrastructure Projects, Web Project Management, Infrastructure, ITIL Process, ITIL v3 Foundations..., Integration, Requirements Analysis, IT Operations, Requirements Gathering, Outsourcing, IT Management, Project Portfolio..., Data Warehousing, ERP, Resource Management, Project Delivery, Data Center, IT Outsourcing, Information Technology, PL/SQL, Databases, Sla
Education
University of Alabama at Birmingham 2002 — 2003
Masters
Western Michigan University 2001 — 2002
masters
Visvesvaraya Technological University 1996 — 2000
Bachelors
Konaseema Junior College 1993 — 1995
High School
LendingHome Corporation May 2015 - Present
Wells Fargo April 2014 - May 2015
Bank of the West July 2011 - April 2014
Wells Fargo Home and Consumer Finance Group February 2000 - July 2011
Wells Fargo Financial August 1998 - February 2000
Wells Fargo Financial December 1996 - August 1998
Skills
Loans, Mortgage Lending, Consumer Lending, Bank Secrecy Act, Banking, OFAC, AML, Credit, USA PATRIOT Act, Operational Risk, Financial Risk, Risk Management, Mortgage Banking, Commercial Lending, Underwriting, Training, Compliance, Credit Cards, Financial Services, Credit Analysis, Management, Program Management, Finance, Credit Risk, Portfolio Management, Commercial Banking, Financial Institutions, Fraud, KYC, Leadership, Loan Origination, Operational Risk..., Relationship Management, Retail Banking, Risk Assessment, Small Business Lending, Anti Money Laundering
Education
Webster University 2005 — 2009
MBA
Truman State University 1992 — 1996
BA, Management and Marketing
Metamora Township High School
Data3Sixty April 2014 - Present
Ken Romley Consulting July 2010 - March 2014
Intuit Financial Services April 2009 - July 2010
Bank of the West August 2007 - August 2008
MyVest February 2004 - August 2007
Eagle Investment Systems March 1999 - November 2003
Loomis Sayles & Company L.P. May 1996 - November 1998
State Street Bank and Trust Company January 1992 - April 1996
Skills
Customer Relations, Account Management, Consultative Selling, Banking, Business Intelligence, Product Marketing, Strategic Planning, Cash Management, Asset Management, Business Strategy, Team Building, Internet Banking, Competitive Analysis, Process Improvement, Sales Management, New Business Development, Wealth Management, Team Leadership, Coaching, Program Management, CRM, Business Development, Leadership, Solution Selling, Customer Service, Enterprise Software, Selling, Start-ups, Sales, Management, Strategy, Sales Process
Education
University of Arizona 1963 — 1967
BS, Business Administration and Management
University of Arizona
BS Business Administration, Business Management
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Mutual of Omaha January 2010 - Present
Bank of the West 2005 - 2006
Education
The University of South Dakota 1984 — 1988
Bank of the West July 2014 - Present
Bank of the West December 2013 - June 2014
Bank of the West March 2012 - November 2013
Bank of the West March 2011 - February 2012
First National Bank September 2006 - February 2011
First National Bank May 2000 - August 2006
Skills
Internet Banking, Commercial Banking, Banking, Loans, Retail Banking, Credit Cards, Incentive Applications, Information Architecture, Web Design, Varicent, Customer Service, E-commerce, Process Improvement, Agile Methodologies, Call Centers, Requirements Analysis, User Acceptance Testing, Training, SDLC
Education
The University of South Dakota 1988 — 1992
Bachelor of Education (B.Ed.), Education / Minor Business Administration
Bank of the West April 2010 - September 2012
BNP Paribas March 2007 - January 2009
BNP Paribas March 2001 - March 2007
BNP Paribas March 1998 - March 2001
Dai-Ichi Kangyo Bank March 1997 - March 1998
Bank One June 1995 - June 1996
Academia English Language School September 1989 - April 1992
National Semiconductor January 1985 - November 1986
Skills
Capital Markets, Corporate Finance, Investment Banking, Banking, Finance, Financial Services, Management, Risk Management, Business Development, Commercial Banking, Mergers, Financial Analysis
Education
Thunderbird School of Global Management 1994 — 1996
MBA / MIM, International Finance
University of Arizona 1983 — 1989
BA, Art History, Minors in English Literature and Physics
Bank of the West May 2008 - Present
Greater Bay Bank, N.A. October 2005 - April 2008
Wells Fargo Bank 1983 - 2005
Wells Fargo & Company 1983 - 2005
Skills
Loans, Banking, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Underwriting, Cash Management, Credit Analysis, Risk Management, Financial Analysis, Treasury Management, Asset Based Lending, Small Business Lending, Financial Services, Financial Modeling, Mergers, Mortgage Lending, Financial Risk, Relationship Management, Retail Banking, Credit Risk, Lines Of Credit, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance and Marketing
Bank of the West February 2015 - Present
Bank of the West March 2014 - January 2015
Skills
QTP, User Acceptance Testing, Data Quality, Quality Center, SDLC, Test Automation, Quality Assurance, Testing, Software Quality...
Education
The University of Texas at Austin 1991 — 1996
Bachelor’s Degree
JP Morgan Chase January 2009 - Present
Washington Mutual 2001 - February 2009
Washington Mutual Bank 2001 - January 2009
Washington Mutual Bank 2000 - January 2009
Washington Mutual Bank 2000 - July 2008
Bank of the West April 1998 - September 2000
Fannie Mae 1987 - 1996
Education
University of Alaska Anchorage 1980 — 1982
Keokuk Community College
Accounting
Bank of the West January 2012 - Present
Community First Bankshares 2002 - 2004
Community First Service Corp 2002 - 2004
Community First 2001 - 2004
Loegering Manufacturing 2001 - 2002
Skills
Banking, Deferred Compensation, Human Resources, Credit, Employee Relations, Talent Management, Organizational..., Performance Management, Loans, Management, Leadership
Education
The University of North Dakota 1983 — 1986
The University of North Dakota
Noridian Mutual Insurance March 2013 - Present
Bank of the West September 2009 - March 2013
Bank of the West September 2003 - September 2009
Skills
Accounting, Medicare, Microsoft Excel
Education
The University of North Dakota 1998 — 2003
BBA, Management and Financial Management
Bank of the West January 2013 - Present
US Army December 1993 - September 2014
Bank of the West March 2006 - January 2013
USI Insurance Services June 2002 - January 2004
Airnex Communications June 2000 - June 2002
Skills
Accounting, Banking, Financial Services, Consolidated Reporting, IFRS Reporting, SEC Financial Reporting, Financial Reporting, Financial Audits, Financial Analysis, Business Analysis, Finance, Process Improvement, Leadership, Infantry Tactics, Security Force..., Military Operations, Logistics, IFRS
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Troy University 1994 — 1997
Bachelor's Degree, Business Administration, Accounting
Bank of the West DirectorCharles Schwab2000 - 2008
Bank of America 1976 - 2000
Education
Università degli Studi di Firenze
Barclays Capital July 2007 - Present
Bank of the West November 1999 - July 2007
Air France March 1984 - February 1999
Education
Université François Rabelais de Tours 1968 — 1972
Bachelor
Bank of the West June 2014 - July 2015
Union Bank December 2013 - June 2014
Citibank January 2012 - December 2013
HSBC June 2010 - January 2012
Commerzbank AG March 2010 - June 2010
Bank of Montreal - Harris Bank June 2008 - March 2010
Israel Discount Bank of New York August 2006 - July 2008
New York Board of Trade October 2003 - July 2006
Citibank December 1999 - October 2003
Bank of America April 1995 - December 1999
Skills
AML, Anti Money Laundering, Bank Secrecy Act, Banking, Capital Markets, Commodity, Credit, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investments, KYC, Loans, Private Investigations, Risk Management, Securities, Trading
Education
University of Alabama 1986 — 1988
Great Divide Brewing Company September 2013 - Present
Denver Urban Renewal Authority July 2012 - September 2013
City & County of Denver - Office of Economic Development February 2012 - June 2012
City and County of Denver January 2007 - March 2012
Bank of the West October 2002 - December 2006
AmeriCorps Alums September 2001 - September 2002
Education
University of Phoenix 2006 — 2008
MBA
Union College 1997 — 2001
BA, Economics
Bank of the West July 2013 - Present
Wells Fargo Bank August 2005 - November 2011
Bank of America 1995 - 1999
Skills
Business Analysis, Credit Risk, Portfolio Management, Team Building, Credit, Financial Risk, Mortgage Lending, Customer Service, Banking, Financial Analysis, Loan Servicing, Commercial Lending, Program Management, Training, Coaching, Project Management, Process Improvement, Risk Management, Accounting, Strategy, Finance, Analysis, Management, Change Management, Mergers & Acquisitions, Business Process..., Leadership, Business Development, Vendor Management, Cross-functional Team..., Financial Services, Loans, CRM, Start-ups, Management Consulting, Financial Modeling, Business Planning, Analytics, Securities, Consulting, Forecasting, Relationship Management, Investments, SDLC, PMO, Fixed Income, Credit Analysis, Software Documentation, Strategic Financial..., Equities
Education
University of California, Berkeley
Ygnacio Valley High School
Bank of the West 2003 - Present
Bank of the West 2003 - Present
Bank of the West 2003 - Present
Bank of the West 2003 - Present
Seagate Technology 2000 - 2002
Skills
Employee Relations, Human Resources, Banking, Temporary Placement
Education
University of Mary 2005 — 2007
MBA
The University of North Dakota 1995 — 2000
BBA, Marketing
Bank of the West June 2013 - Present
Bank of the West January 2011 - June 2013
Umpqua Bank June 2009 - January 2011
Nike May 2008 - May 2009
Cushman & Wakefield October 2006 - April 2008
University of Arizona September 2004 - September 2005
Skills
Analysis, Finance, Portfolio Management, Management, CRM
Education
University of Arizona, Eller College of Management 2003 — 2006
BS in Business Administration, Finance
Houlihan Lokey June 2015 - Present
Cowen and Company January 2014 - June 2015
Cowen and Company August 2010 - January 2014
Stonerise Capital Partners September 2009 - September 2009
Thoma Bravo, LLC July 2009 - August 2009
Bank of the West September 2006 - July 2008
Bank of the West September 2005 - September 2006
The PMI Group, Inc. April 2004 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Fixed Income, IPO, Credit, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
University of California, Berkeley 2000 — 2003
Bank of the West July 2015 - Present
American Business Bank June 2006 - June 2015
Union Bank May 1986 - June 2006
Chase Manhattan Bank March 1982 - April 1986
Skills
Commercial Lending, Commercial Mortgages, Credit Analysis, Portfolio Management, Loan Origination, Commercial Banking, Cash Management, Underwriting, Middle Market, Due Diligence, Financial Advisory, Credit Risk, Financial Analysis, Cash Flow Lending
Education
Thunderbird School of Global Management 1980 — 1981
Masters, International Business
University of Arizona 1976 — 1978
B.S., Finance
Bank of the West May 2015 - Present
Capital One October 2014 - March 2015
EMC July 2012 - November 2013
IBM September 2011 - July 2012
University at Buffalo July 2010 - June 2011
Education
State University of New York at Buffalo 2009 — 2011
MS, Computer Science
BBVA Compass February 2006 - Present
Fifth Third Bank March 2005 - February 2006
Bank of the West March 2003 - March 2005
Chevy Chase Bank 1998 - 2003
Skills
Loans, Credit, Credit Analysis, Consumer Lending, Commercial Lending, Underwriting, Loan Origination, Banking, Commercial Banking, Lines Of Credit, Portfolio Management, Relationship Management, Sales, Credit Risk, Cross Selling, Customer Retention, Sales Management, Customer Satisfaction
Education
The University of Texas at Dallas 1999 — 2002
Masters of Science in Applied Economics, Economics and Finance
Metro Title Agency of Arizona June 2012 - Present
Bank of the West June 2006 - January 2010
Alliance Bank of Arizona October 2003 - June 2006
Bank One May 1997 - October 2003
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Credit, Banking, Credit Analysis, Underwriting, Financial Analysis, Investments, Financial Modeling, Consumer Lending, Valuation, Lines Of Credit, Real Estate, Loan Origination, Financial Structuring, Asset Management, Real Estate Financing, FHA, Real Estate Economics, Investment Properties, Commercial Mortgages, REO, VA loans, Mortgage Lending, Mortgage Banking, Commercial Real Estate, Real Estate Transactions, USDA, FHA financing, Cash Management, Finance, Due Diligence, Residential Mortgages, Construction Loans, Refinance, Portfolio Management
Education
Thunderbird School of Global Management 1996 — 1997
Master of International Management, Finance/International Political Economy
University of Arizona 1988 — 1994
Bachelor's degree, Business Administration and Management, General
Integrity Bank ssb May 2009 - Present
Huntington National Bank August 2008 - February 2009
UPS Capital 2006 - 2008
Comerica Bank 2005 - 2006
Bank of the West 1996 - 2005
Skills
Small Business Lending, Loans, Commercial Mortgages, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Credit, Lines Of Credit, Loan Origination, Banking, New Business Development, Sales, Underwriting, SBA, Sales Management, Asset Based Lending
Education
The University of Texas at Austin
Bank of the West June 2002 - Present
Skills
Banking, Retail Banking, Consumer Lending, Credit, Commercial Banking, Small Business Lending, Loans, Branch Management
Education
The University of North Dakota 1987 — 1991
KeyBank March 2013 - Present
Bank of the West September 2012 - March 2013
Charles Schwab August 2009 - September 2012
Public Service Credit Union January 2009 - May 2009
Academy Bank January 2007 - October 2008
BBVA Compass January 2003 - December 2006
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Consumer Lending, Mortgage Banking, Cross Selling, Mortgage Underwriting, New Business Development, Private Banking, Deposits, Loan Origination, Refinance, Lines Of Credit, FHA, Residential Mortgages, Credit Analysis, Investments, Commercial Banking, Credit, Finance
Education
The University of South Dakota 1988 — 2003
BA, Business and Psychology
Bank of the West December 2013 - Present
Pacific Gas and Electric Company August 2012 - October 2013
Willdan Group October 2009 - August 2012
Charles Schwab May 2007 - February 2009
Charles Schwab February 2005 - April 2007
Charles Schwab August 2000 - January 2005
Skills
Program Management, Project Management, Leadership, Process Improvement, Analysis, Business Analysis, Employee Engagement, Strategy, Team Leadership, Financial Services, Change Management
Education
University of California, Berkeley 1994 — 1997
B.A., Economics
Bank of the West January 2012 - Present
Child Abuse Prevention Center April 2011 - Present
Mercy Folsom Hospital June 2010 - January 2013
IronStone/First Citizens Bank October 2007 - January 2012
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Mortgages, Lines Of Credit, Commercial Banking, Credit, Underwriting, Financial Analysis, Credit Analysis, Banking, Portfolio Management, Real Estate, Mortgage Lending, Commercial Real Estate, Cash Management, SBA, Investments, Strategic Planning, Non-profits, Business Analysis, Event Management
Education
University of Arizona 2000 — 2003
Masters, Educational/Sports Psychology
University of Arizona 1990 — 1995
Bachelors, Political Science
J M Luna Health Financial & Insurance Solutions May 2013 - Present
Strategic Choices Financial & Insurance Solutions January 2012 - May 2013
Legacy Full Circle Financial & Insurance Services January 2008 - May 2012
Bank of the West January 2002 - April 2006
Skills
Retirement Planning, Retirement, New Business Development, Life Insurance, Health Insurance, Financial Analysis, Financial solutions..., Insurance, Small Business, Financial Services, Customer Service, Finance, Fixed Annuities
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Manual Arts High School
Heritage Bank July 2008 - June 2011
Wells Fargo Mortgage April 2008 - July 2008
Bank of the West September 2005 - January 2008
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Retail Banking, Refinance
Education
University of Arizona 1994 — 1997
Business Administration
Allied Engineering Services, Inc. December 2005 - Present
Hearst Television (KOAT-TV) November 1998 - October 2005
InterWest Bank and InterWest Mortgage March 1996 - October 1998
Frankling Federal Bancorp November 1994 - February 1996
Gannett (KVUE-TV) May 1994 - November 1994
Bank of the West 1986 - April 1994
Skills
Accounts Payable, Human Resources, Payroll, Microsoft Word, Finance, Management, Policy, Outlook, QuickBooks, Accounts Receivable, Account Reconciliation, Microsoft Excel, Microsoft Office, QuickBooks Pro, Adobe Acrobat..., Special Events..., Axium Ajera, Customer Service, Social Media, Public Relations
Education
The University of Texas at Arlington
Sociology and Spanish
Dale Carnegie Course 1990 — 1990
Columbia State Bank June 2012 - Present
Lighthouse Baptist Church August 2004 - Present
Waldport Junior League Sports Association 2007 - Present
Umpqua Bank February 2010 - June 2012
Bank of the West April 2005 - February 2010
Skills
Loans, Commercial Lending, Commercial Banking, Retail Banking, Credit, Banking, Credit Analysis, Small Business Lending, Consumer Lending, Investments, Portfolio Management, Coaching, Sales Management, Credit Risk, Mortgage Banking, Insurance, Leadership, Branch Management, Cross Selling, Refinance, Residential Mortgages, Branch Banking, Deposits, Financial Services, Real Estate, Lines Of Credit, Small Business, Treasury Management, Financial Analysis, Commercial Mortgages, Loan Origination, SBA, Customer Service, Finance
Education
University of Arkansas at Fayetteville
Coulterville High School 1992 — 1995
Bank of the West October 2014 - Present
First Bank 2013 - October 2014
Wells Fargo 1998 - 2013
Hewlett-Packard 1996 - 1998
Wells Fargo 1992 - 1996
US Navy 1985 - 1990
Skills
Loans, Banking, Credit, Commercial Lending, Commercial Banking, Lines Of Credit, Mentoring, Leadership, Credit Analysis, Small Business Lending, Finance, Treasury, Strategic Planning, Portfolio Management, Risk Management
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration (M.B.A.)
United States Naval Academy
Bachelor of Science (B.S.)
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. July 2009 - September 2014
Capmark January 2007 - September 2008
Cushman & Wakefield 2006 - 2007
Swearingen Realty Group 2002 - 2005
Bank of the West 2000 - 2001
Skills
Loans, Financial Analysis, Valuation, Real Estate, Financial Modeling, Banking, Mortgage Lending, Corporate Real Estate, Financial Reporting, Microsoft Excel, Real Estate Economics, Commercial Real Estate, Financial Statement..., Microsoft Office, Craft Beer, Food, Beer, Food Preparation, Ingredients, Cheese, Charcuterie, Account Reconciliation, Microsoft Office 2007, Argus Modeling
Education
University of North Texas 1998 — 2002
BBA, Real Estate
The University of Texas at Arlington 1996 — 1998
Irving High School 1992 — 1996
Diploma, General Studies
Microsoft February 2014 - Present
Microsoft November 2008 - February 2014
Microsoft November 2004 - October 2008
Bank of the West 1997 - 2004
North Central Food Systems 1989 - 1997
Skills
Privacy Compliance, Personal Data Protection, Risk Management, Risk Assessment, Data Privacy, Program Management, Process Improvement, Vendor Management, Change Management, Business Process..., Management, Business Process, CRM, Team Building, Cross-functional Team..., Outsourcing, Leadership, Training, Performance Management, Employee Training, HRIS, Payroll, ERP, Analysis
Education
The University of North Dakota
Bachelor's degree, Finance, General
BNP Paribas January 2015 - Present
BNP Paribas March 2014 - January 2015
Bank of the West October 2012 - March 2014
Bank of the West October 2011 - October 2012
Skills
SAS, Visual Basic, SQL, SNL, Microsoft Excel, Microsoft Word, Access Database, VBA, Portfolio Management, Basel II, Banking, Corporate Finance, Credit Risk, Risk Management
Education
University of California, Berkeley 2006 — 2010
BA, Physics
University of California, Berkeley 2006 — 2010
BA, Music
Bank of the West June 2007 - Present
BioInitiatives LLC (Stryker Spine Distributor) November 2005 - November 2006
US Army June 1999 - June 2004
Skills
Medical Devices, Leadership, Program Management, Strategic Planning, Cross-functional Team..., Operations Management, Military, Process Improvement, Team Building, Management, Security Clearance
Education
United States Military Academy at West Point 1995 — 1999
BS, Engineering Management
United States Military Academy at West Point 1995 — 1999
Engineering Management
Beach Grocery Inc. February 2010 - October 2011
Mountain Bike Television (MBTV) June 2002 - October 2009
Bank of the West 1979 - 1981
Erie Savings Bank 1970 - 1979
Education
American Institute of Banking
Associate of Arts (AA), Banking, Corporate, Finance, and Securities Law
State University of New York at Buffalo
BA, Business Administration and Management, General
Bank of the West September 2014 - Present
Bank of the West September 2011 - 2014
BBVA Compass November 2010 - June 2011
BBVA Compass March 2008 - October 2010
Alabama Central Credit Union August 2006 - November 2007
Education
University of Alabama at Birmingham 2007 — 2009
Master of Accounting, Accounting
University of Alabama at Birmingham 2003 — 2006
B.S., Accounting
Bank of the West July 2013 - Present
Fremont Bank May 2011 - June 2013
Mechanics Bank May 2008 - April 2011
Community Bank of the Bay May 2005 - April 2008
Skills
Small Business Lending, Loans, Cash Management, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Banking, Portfolio Management, Credit Risk, Underwriting, Consumer Lending, Commercial Mortgages, Lines Of Credit, Finance, Asset Based Lending, Analysis, Financial Analysis, Risk Management, Internet Banking, Management
Education
Trinity University 1992 — 1996
B.A., Economics - Finance Concentration
Bank of the West
Skills
Banking, Credit, Loans, Risk Management, Management, Portfolio Management, Financial Analysis, Commercial Banking, Leadership, Customer Service
Education
University of Alberta
FHLB SEA April 2012 - December 2013
JPMorgan Chase May 2001 - April 2012
Bank of the West April 1998 - September 2000
Fannie Mae September 1987 - July 1996
Skills
Mortgage Lending, Mortgage Banking, Risk Management, Financial Analysis, Credit Analysis, Project Management, Team Leadership, Process Improvement, Business Analysis, Capital Markets, Customer Service, Due Diligence, Microsoft SQL Server, Team Building, Operations Management, Loans, Business Intelligence, Credit
Education
University of Alaska Anchorage 1982 — 1985
Banking and Economics
Hy-lond Health Care Center 2010 - November 2011
Bank of the West September 2009 - March 2010
Ramada Inn March 2008 - September 2009
Education
Unitek College 2006 — 2007
Practical Nursing, Vocational Nursing and Nursing Assistants
Bank of the West February 2006 - Present
Education
University of Arizona
Bachelor's degree, Finance, General
Bank of the West July 2009 - Present
Bank of the West December 2004 - July 2009
Community First Bank January 2000 - December 2004
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Portfolio Management, Credit Risk, Financial Risk, Lines Of Credit, Commercial Mortgages, Underwriting, Loan Origination, Risk Management, Asset Based Lending
Education
Pacific Coast Banking School 2006 — 2008
Graduate, Banking
The University of North Dakota 1995 — 1999
Bachelor of Science (BS), Banking and Financial Economics
The University of North Dakota 1995 — 1999
Bachelor of Science (BS), Financial Management
Bank of the West March 2005 - June 2009
Community First Bankshares (n/k/a Bank of the West) October 1995 - March 2005
Office of the Comptroller of the Currency October 1986 - October 1995
Skills
Credit, Small Business Lending, Credit Risk, Commercial Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Risk Management, Banking, Consumer Lending, Finance, Financial Analysis, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting
Education
The University of North Dakota 1981 — 1986
Bank of the West March 2006 - Present
USI June 2002 - February 2004
Airnex Communications June 2000 - June 2002
Skills
GAAP and IFRS..., Infantry Captain, Leadership
Education
University of Phoenix 2000 — 2002
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Troy University Dothan 1995 — 1997
Bachelor of Science (BS), Accounting