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
Metro West Housing Solutions August 2013 - Present
South Metro Housing Options March 2009 - August 2013
Bank of the West August 2006 - February 2009
Skills
Section 8, HUD, Affordable Housing, Yardi Voyager, Property Management, Leases, Property, Rentals, Fair Housing, Finance, Community Development, Funding, Social Housing, Yardi
Education
University of Colorado at Denver 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Frontier Airlines March 2014 - Present
Bank of the West October 2010 - March 2014
Vi's Hallmark June 1999 - March 2010
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (MBA), Finance
University of Colorado at Denver 1999 — 2005
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Thornton High School 1995 — 1999
International Baccalaureate
Continental Credit 2015 - Present
AutoNation 2014 - 2015
Bank of the West 2012 - 2013
Mizell Finance February 2002 - August 2008
National Finance Corporation 1996 - 1998
Skills
Mortgage, Windows, Real Estate, Customer Service, Banking, Finance, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Refinance, Credit Analysis, Investment Properties, Risk Management, First Time Home Buyers, Foreclosures, Referrals, Small Business, Consulting, Team Leadership, Business, Training, Mortgage Lending, Financial Analysis, USDA, Real Estate Financing, Commercial Banking, FHA financing, VA loans, Reverse Mortgages, Small Business Lending, Investments, Sales, Lines Of Credit, Residential Mortgages, Commercial Lending, Underwriting, Consumer Lending, Financial Services, Commercial Real Estate, Real Estate Economics, Selling, Leadership, Insurance, Investors, REO, Credit Risk, Real Estate Transactions, Funding
Education
University of Colorado Denver 1996 — 2000
Bachelor's degree, Finance, Business Managment
Pomona
Bank of the West July 2013 - Present
Bank of the West January 2012 - July 2013
US Bank January 2011 - January 2012
US Bancorp 2008 - 2010
US Bank 2007 - 2008
UBS 2005 - 2006
Skills
Series 7, Wealth Management, Financial Services, Banking, Retirement, Consumer Lending
Education
University of Colorado Boulder
B.A., Economics with a minor in business administration
SurveyGizmo November 2012 - Present
Bank of the West June 2012 - October 2012
Kids' College October 2010 - November 2011
City of Boulder August 2009 - August 2010
City of Boulder May 2008 - February 2009
Skills
Visual Arts, Illustration, Drawing, Digital Photography, Art History, Foreign Languages, International Relations, Computers, Research, Online Research, Social Media, Text Editing, Political Geography, Customer Service, HTML, Troubleshooting, Teaching, Blogging, Public Speaking, Salesforce.com
Education
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, International Affairs, 3.53
Heartland Payment Systems September 2012 - Present
Aerotek July 2010 - September 2012
Bank of the West May 2009 - August 2010
Legacy Bank March 2007 - August 2008
Skills
Sourcing, Recruiting, Telephone Interviewing, Sales, Marketing, Microsoft Office, Public Relations, Dreamweaver, InDesign, Social Media, Leadership, Outlook, Customer Service, Management, Coaching, Human Resources, Non-profits, Team Building, PowerPoint, Event Planning, Account Management, Sales Management, Organizational..., Customer Retention, Interviews, Business Development, Payroll, Customer Satisfaction, Training, Call Centers, Team Leadership, CRM, Applicant Tracking..., Cold Calling, Talent Acquisition, Time Management, Social Networking, Sales Operations, Employee Relations, Hiring, College Recruiting, Networking, Technical Recruiting, Salesforce.com, Staffing Services, Internet Recruiting, Temporary Placement, Building Relationships, Onboarding, Job Fairs
Education
University of Central Oklahoma 2005 — 2015
B.A., Public Relations
University of Central Oklahoma 2005 — 2010
Bachelor of Art, Mass Communication Public Relations
Evolve Bank and Trust May 2015 - Present
Vectra Bank Colorado May 2013 - April 2015
Key Bank March 2011 - April 2013
United Western Bank December 2010 - January 2011
United Western Bank May 2008 - November 2010
CIT Group Inc. 2007 - 2008
Bank of the West 2006 - 2007
Commercial Federal Bank 2000 - 2006
Skills
Credit, Commercial Lending, Small Business Lending, Commercial Mortgages, Credit Analysis, Loans, SBA, Portfolio Management, Commercial Banking, Credit Risk, Banking, Valuation, Financial Analysis, Retirement Planning, Cash Flow, Finance, Lines Of Credit, Consumer Lending, Loan Origination, Financial Services, Underwriting, Mortgage Lending
Education
University of Colorado Denver 1999 — 2004
B.S., Business Administration
Downtown Denver Partnership
Dice 7 Inc April 2014 - Present
Bank of the West January 2013 - October 2013
Skills
Social Media Marketing, Lead Generation, Linkedin Marketing, Appointment Generation, Credit Card Transaction..., Merchant Cash Advance, Debit Cards, Marketing, Sales, Management, Leadership, Event Management
Education
University of Central Florida - College of Business Administration
Bachelor's degree, Marketing/Marketing Management, General
University of Colorado Denver June 2014 - Present
Balistreri Vineyards July 2009 - Present
Bank of the West May 2007 - June 2009
Skills
Customer Service, Microsoft Office, Public Relations, Event Management, Social Media, Strategic Planning, Outlook, Marketing, Event Planning, Hospitality, Social Media Marketing, Marketing Strategy
Education
University of Colorado Denver 2001 — 2005
Bachelor of Arts (BA), Communications/Public Relations
Dell August 2013 - Present
Bank of the West December 2011 - January 2013
FAA First Federal Credit Union 2011 - 2011
MidFirst Bank 2005 - 2010
Skills
Loans, Consumer Lending, Small Business Lending, Cross Selling, Commercial Banking, Credit, Sales, Lease Financing, Professional..., Business Coaching, Sales Management, Team Building, Strategic Sales..., Outside Sales, Retail Banking, Commercial Lending, Loan Origination, Credit Analysis
Education
University of Central Oklahoma 2001 — 2004
Bachelor of Business Administration (BBA), Finance
University of Oklahoma 2000 — 2001
Bachelor of Applied Science (BASc), Meteorology
Bank of the West December 2013 - Present
Bank of America October 2011 - December 2013
Bank of America October 2010 - October 2011
Matson Claims Service March 2005 - October 2010
Skills
Loans, Mortgage Lending, Credit, Banking, Mortgage Banking, Cross Selling, Retail Banking, Relationship Management, Loan Origination, Commercial Banking, Sales Management, Credit Analysis, Consumer Lending, Commercial Lending, Credit Cards
Education
University of Cincinnati 2002 — 2006
Bachelor of Arts (B.A.), History
Bank of the West March 2015 - Present
Bank of America March 2013 - Present
Green Dog Rescue Project, Inc. - A 501 3(c) - Not for Profit Corporation February 2013 - Present
Bank of America December 2011 - March 2013
Bank of America February 2011 - December 2011
Bank of America August 2010 - February 2011
Bank of America September 2009 - August 2010
Bank of America August 2007 - September 2009
Bank of America June 2006 - August 2007
Bank of America April 2005 - June 2006
Skills
Six Sigma Green Belt -..., Helix Certified..., TQM (Total Quality..., Blanchard Situational..., SDLC - Software..., Process Improvement, Business Process..., Business Process..., Business Process Design, Legal Compliance, Standards Compliance, Online Marketing, Digital Marketing, Marketing Operations, Project Portfolio..., Software Project..., Large Scale Deployments, Banking, Call Center, Contact Management, Six Sigma, Facilitators, Online Advertising, Business Process, Call Centers, Change Management, Strategy, Analytics, Risk Management, SDLC, Leadership, Financial Services, Vendor Management, Portfolio Management, Project Management, Integration, E-commerce, Management, Analysis, Requirements Gathering, Outsourcing, Project Delivery, Software Documentation, Governance, Business Requirements, Team Management, PMO, Business Analysis, Program Management, Relationship Management
Education
University of Colorado at Denver 1987 — 1992
BA, Communication
Regis Jesuit High School 1983 — 1987
Diploma, College Prepatory
Bank of the West October 2014 - Present
US Bank July 2014 - October 2014
US Bank 2013 - July 2014
U.S. Bank 2011 - 2013
Western & Southern Financial Group 2005 - 2009
Choice Capital Funding 2003 - 2005
Household Finance 1998 - 2002
Skills
Consumer Lending, Sales, Credit, Loans, Mortgage Lending, Loan Origination, Financial Services, Training, Cross Selling, Credit Cards, Change Management, Strategic Planning, Banking, Relationship Management, Finance, Small Business Lending, Wealth Management, Strategic Financial..., Branch Management, Residential Mortgages, Financial Planning
Education
University of Central Missouri 2008 — 2010
Bachelor of Science (BS), Accounting
Bank of the West Wealth Management July 2015 - Present
Bank of the West July 2013 - July 2015
Bank of the West June 2011 - July 2013
Bank of Denver March 2008 - June 2011
Liberty Savings Bank 2003 - 2008
Skills
Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Commercial Banking, Loans, Retail Banking, Customer Service, Cross Selling, Mortgage Banking, Lines Of Credit, Sales Management, Finance, Cash Management, Financial Services, Investments, Credit Analysis, Deposits, New Business Development, Small Business, Sales, Business Development, Leadership, Refinance, Loan Origination, Relationship Management, Private Banking, Portfolio Management, SERIES 7, SERIES 66
Education
University of Colorado at Denver 2002 — 2007
Business Administration, International Business and Finance
Citi April 2015 - Present
Bank of the West September 2008 - March 2015
GT Financial 2004 - 2008
Education
University of California, Santa Barbara 1990 — 1995
Wells Fargo Home Mortgage November 2011 - Present
Bank of America May 2011 - November 2011
Midland Mortgage January 2011 - May 2011
Midland Mortgage June 2009 - January 2011
Oklahoma Fidelity Bank June 2008 - April 2009
Oklahoma Fidelity Bank September 2007 - June 2008
Citizens Bank of Edmond June 2006 - September 2007
Bank of the West February 2005 - June 2006
Skills
Analytics, Research, Process Improvement, Prioritization, Quality Assurance, Litigation Support, Organization &..., Strategy, Training, Management, Banking, Loans, Customer Service, Program Management, Finance, Loan Servicing, Credit, Financial Services, Leadership, Mortgage Banking, Mortgage Lending, Sales
Education
University of Central Oklahoma 2004 — 2008
Bachelors of Science, General Studies
Edmond North Highschool 2000 — 2004
Diploma
Bank of the West August 2015 - Present
Peoples Bank of Colorado September 2011 - July 2015
Bank of America Home Loans August 2009 - August 2011
Wells Fargo Home Mortgage January 2008 - August 2009
Skills
Loan Origination, Mortgage Lending, Refinance, Residential Mortgages, Loans, FHA, Mortgage Banking
Education
University of Denver 2000 — 2002
University of Colorado Denver 1996 — 2000
ISMRM June 2013 - Present
Bank of the West June 2011 - June 2013
Select Staffing September 2010 - May 2011
Skills
Organization &..., Problem Solving, Multi Tasking, Time Management, Accounting, SharePoint, Insurance, Social Networking
Education
University of California, Santa Cruz 2006 — 2010
Bachelor's degree, Mathematics
University of California, Santa Cruz 2006 — 2010
Bachelor's degree, Mathematics
SIGNIFYD July 2015 - Present
Signifyd July 2014 - July 2015
Google February 2014 - July 2014
Google April 2013 - February 2014
Dinuba/Kings Canyon Unified School District August 2012 - April 2013
Bank of the West March 2012 - August 2012
State Farm September 2011 - January 2012
Fry's Electronics April 2011 - September 2011
Bluestone Imports and Plateau Design January 2011 - August 2011
Skills
Sales, Team Building, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Social Networking, PowerPoint, Marketing, Leadership, Social Media, Training, Microsoft Word, Fraud Prevention, Bartending
Education
University of California, Santa Cruz
Business Management Economics B.A., Business, Management, Marketing, and Related Support Services
Bank of the West May 2013 - Present
Bank of the West March 2012 - May 2013
Bank of the West July 2010 - March 2012
Bank of the West March 2008 - July 2010
Bank of the West September 2006 - March 2008
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Banking, Credit Analysis, Small Business Lending, Financial Analysis, Portfolio Management, Lines Of Credit, Underwriting, Credit Risk, Retail Banking, Branch Management, Relationship Management, Mortgage Lending, Small Business, Business Development, Cash Management, Finance, Asset Based Lending, Financial Services, Risk Management, Cash Flow, Consumer Lending, Commercial Mortgages, Insurance, Cross Selling, Investments, Loan Origination, Analysis, Treasury Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Science (B.S.), Management Science Economics
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
McCarthy & Holthus LLP August 2015 - Present
Bank of the West March 2014 - July 2015
SeaWorld Parks & Entertainment March 2010 - July 2013
SeaWorld Parks & Entertainment March 2010 - July 2013
Wat Lao Buddharam July 2009 - February 2010
UC Santa Barbara September 2008 - June 2009
St. Mark's University Parish September 2008 - June 2009
Biogenetics September 2006 - June 2009
Skills
Theatre, Stage, Entertainment, Acting, Musical Theatre, Public Speaking, Improvisation, Singing, Guitarist, Percussion, Dance, Costume Characters, Customer Satisfaction, Microsoft Office, Garageband, PC, Mac, Emergency Medicine, EMT, Cpr Certified, AED, Time Management, Problem Solving, Creativity, Keynote, PowerPoint, Crowd Control, Teaching, Commercials, Film, Stage Management, Typing, Speed Reading, HTML, CSS, Emergency Services, Broadway, Social Media, Film Production, Media Production, Music, Hosting, Plays
Education
University of California, Santa Barbara 2008 — 2009
Biology, Biology, General
Monte Vista High School 2004 — 2008
4.0
HealthPlans.com 2015 - Present
Atonal Sports 2014 - 2015
Oversee.net / Shopwiki 2013 - 2014
CityGrid Media November 2011 - August 2013
Business.com July 2011 - November 2011
Bank of the West August 2010 - June 2011
Bank of America February 2010 - July 2010
Coral Tree Cafe November 2007 - December 2009
Whole Foods Market August 2003 - August 2007
Skills
Online Advertising, Lead Generation, New Business Development, SEM, SEO, Account Management, Marketing Strategy, Market Research, Social Media Marketing, Email Marketing, Salesforce.com, Leadership, Sales Presentations, Social Media, Sales, Sales Management, Cold Calling, Business Development, Sales Operations, Management, Entrepreneurship, Digital Marketing, Online Marketing, Strategic Partnerships, PPC, Digital Media, Mobile Marketing, Advertising, Social Networking, B2B, Advertising Sales, CRM, E-commerce, Marketing, Google Adwords, Digital Strategy, Web Analytics, Customer Acquisition, Analytics, Mobile Advertising, Display Advertising, Web Marketing, Affiliate Marketing, Google Analytics, Integrated Marketing, Direct Marketing, Interactive Marketing, Media Buying, DoubleClick, Product Marketing
Education
University of California, Santa Barbara 2007 — 2009
Bachelor's, Sociology
Loyola High School 2000 — 2004
High School Diploma
Bank of the West February 2015 - Present
McKesson February 2014 - Present
Deloitte & Touche September 2011 - January 2014
Deloitte & Touche September 2008 - August 2011
Deloitte & Touche September 2006 - August 2008
Skills
Internal Controls, SEC filings, External Audit, US GAAP, Big 4, Private Equity, Accounting, Financial Accounting, IFRS, GAAP
Education
University of Southern California 2005 — 2006
Master's degree, Accounting
University of California, San Diego 1999 — 2004
Bachelor's degree, Mathematics
City of Littleton April 2015 - Present
City of Littleton June 2013 - April 2015
Sheraton Denver Tech Center April 2008 - June 2013
City of Lone Tree, CO April 2006 - April 2008
Bank of the West May 2004 - April 2006
Skills
Employee Benefits, Recruiting, Human Resources, Payroll, Event Planning, Customer Service, Employee Relations, Microsoft Word, Event Management, Team Building, Public Speaking, Hospitality, Social Media, Budgets, Employment Law, New Hire Orientations, PowerPoint, Management, Hospitality Industry
Education
University of Colorado at Boulder 1999 — 2003
BA, Communication
Bank of the West November 2014 - Present
Delta Dental Insurance Company April 2014 - November 2014
Wells Fargo, Wholesale Marketing & Communications October 2012 - April 2014
Bio-Rad Laboratories, LSG Marketing Communications June 2009 - April 2012
Live Out Loud October 2005 - January 2009
Skills
Marketing Strategy, Project Estimation, Email Marketing, Print, Direct Marketing, Video, Online Advertising, Public Relations, Vendor Management, Print Production..., E-commerce, Project Management, CRM, Integrated Marketing, Lead Generation, Strategic Planning, Marketing Communications, Marketing, Social Media Marketing
Education
University of California, Santa Barbara
BA
Bradley Real Estate January 2011 - Present
Sonoma National Bank December 2010 - October 2011
Bank of the West October 2007 - October 2010
SurfandGolf.com May 1997 - January 2007
Business Capital 2004 - 2007
Sculptural Gates 2000 - 2005
Coldwell Banker, PMA, Bayside Management 1997 - 2002
KMG 1993 - 1997
Tanrich Overseas International January 1991 - January 1994
Skills
Real Estate, Financial Modeling, Valuation, Due Diligence, Investment Properties, New Business Development, Investors, Strategic Planning, Sales Management, Property Management, Business Valuation, Start-ups, Strategy, Management, Investments, CRM
Education
University of Colorado at Boulder 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Woodside High School 1980 — 1982
Stuart Hall
Cate School
Bank of the West March 2010 - Present
Santa Barbara County Education Office December 2009 - January 2010
Santa Barbara Auto Group October 2009 - December 2009
University of California, Santa Barbara Bookstore June 2004 - October 2009
Santa Barbara Auto Group January 2007 - September 2008
University of California, Santa Barbara: Housing & Residential Services September 2006 - January 2007
Skills
Retail Banking, Consumer Lending, Banking, Customer Service, Customer Relations, Residential Mortgages, Jumbo Mortgage, Automotive, Leasing, Mortgage Lending, Leadership, Credit, Sales Management, Customer Satisfaction, Small Business Lending, Finance, Commercial Banking, Sales, Commercial Lending, Management, Loans
Education
University of California, Santa Barbara 2004 — 2009
B.A, Physical Anthropology
Alhambra High School 1999 — 2003
Egg Strategy May 2014 - Present
Egg Strategy January 2014 - May 2014
Victors & Spoils September 2013 - December 2013
Magnify Consulting LLC October 2013 - October 2013
Bank of the West July 2011 - September 2013
Skills
Qualitative Research, Quantitative Research, Brand Strategy, Consumer Insight, Innovation Consulting, Digital Marketing, Social Intelligence, Google Adwords, Google Analytics, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Financial Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Science in Business Administration, Marketing and Finance
Express Laundry & Linen September 2013 - Present
Aramark Uniform Services March 2010 - September 2013
Bank of the West October 2006 - March 2010
Skills
Cold Calling, Sales Management, Sales Presentations, Sales Process, Sales Operations, Customer Service, Selling, Customer Retention, Direct Sales, Customer Satisfaction, Sales, Management, New Business Development, Account Management
Education
Central Missouri State University 2000 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Sinagua High School 1996 — 2000
Bank of the West September 2014 - Present
SLN Studios November 2005 - Present
Peabody Title & Escrow 2000 - 2003
Visinet Inc. 2000 - 2003
First American Savings Bank 1998 - 2000
Armour Swift-Eckrich 1995 - 1997
Skills
Wedding Photography, Photography, Photoshop, Portrait Photography, Event Photography, Photojournalism, Fine Art Photography, Portraits, Commercial Photography, Studio Photography, Headshots, Lightroom, Lifestyle Photography, Senior Portraits, Boudoir, Customer Service, Digital Photography
Education
University of Nebraska at Omaha 1998 — 2001
Bachelor's degree, Psychology
Central Missouri State University 1996 — 1997
Ruskin
OneBeacon Insurance October 2013 - Present
Cannon Cochran Management Services, Inc. October 2012 - September 2013
Liberty Mutual Insurance January 2008 - October 2012
Janus Capital Group July 2007 - November 2007
Bank of the West August 2005 - May 2007
One Hour Martinizing January 1998 - November 2006
Denver Academy of Tutoring January 2005 - July 2006
Skills
Property & Casualty..., Insurance, Claim, Commercial Insurance, Liability, General Insurance, Claims Management, Casualty, Legal Liability, Commercial Lines, Claim Investigation, Supervisory Skills, Mentoring, Youth Mentoring, Leadership, Customer Service..., Customer-focused Service, Time Management, Organization, Banking, Mutual Funds, Claims Handling, Policy, Human Resources, Employee Benefits, Management, Customer Satisfaction
Education
University of Colorado at Denver 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of the West September 2006 - Present
Wells Fargo Bank August 1996 - September 2006
Skills
Commercial Banking, Corporate Finance, Financial Modeling, Financial Reporting, Commercial Real Estate, Private Equity, Legal Compliance, Financial Accounting, Non-profit..., Regulatory Policy, Team Leadership, Loans, Credit Analysis, Credit, Financial Analysis, Banking, Portfolio Management, Finance
Education
University of Colorado at Boulder - Leeds School of Business
BSc, Business Management & Finance
EMC Insurance Companies May 2014 - Present
Kiesling Associates LLP November 2012 - April 2014
BKD CPAs & Advisors September 2011 - July 2012
USAA April 2007 - May 2011
Bank of the West April 2004 - April 2007
Skills
Organizational..., Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Timely Decision Making, Leadership, Accounting, Auditing, Insurance, Time Management, Banking, Accounts Receivable
Education
University of Colorado at Colorado Springs 2008 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
CareOregon July 2011 - Present
Momentum Market Intelligence March 2006 - May 2011
Mactivity, Inc. March 1992 - December 2005
ACI US, Inc. June 1997 - January 1998
Bank of the West April 1991 - March 1992
Skills
Finance, Accounting, Payroll, Management, Financial Reporting, QuickBooks, Year-end Close, Accounts Receivable, Analysis, Internal Controls, Microsoft Excel, Software Documentation, Microsoft Office, Multi-State Sales Tax, Accounts Payable, Data Analysis, Financial Analysis, Financial Accounting, Forecasting
Education
University of California, Santa Cruz 1986 — 1990
BA, Economics, Psychology
Career Sabbatical August 2013 - August 2014
Transamerica Life Insurance Company June 2011 - July 2013
JPMorgan Chase & Co. October 2007 - December 2010
Bank of the West March 2006 - March 2007
Wells Fargo October 2004 - March 2006
ING June 2002 - August 2002
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science, Marketing
University of Notre Dame 1999 — 2001
Undergraduate Studies - Business Emphasis
Bank of the West January 2010 - Present
Santa Barbara Tennis Patrons December 2004 - Present
Winzo Group September 2000 - Present
Coastal Housing Partnership 2005 - 2012
The Bank of Santa Barbara December 2005 - January 2011
MobShop October 1999 - 2000
Network Commerce 1994 - 1997
Skills
Mortgage Lending, Loans, Business Development, Marketing, Management, Start-ups, Strategic Partnerships, E-commerce, Sales, Competitive Analysis, Mergers & Acquisitions, Entrepreneurship, Investments, B2B
Education
University of California, Santa Barbara 1980 — 1984
BA, English
Dana Hills High School 1977 — 1980
Santa Catalina School 1976 — 1980
Chandler School 1969 — 1973
Bank of the West June 2012 - Present
Bank of the West June 2012 - Present
Bank of the West June 2012 - September 2013
Skills
Loans, Finance, Banking, Commercial Banking, Credit, Loan Origination, Customer Service, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Commercial Lending, Team Management, Management, Small Business Lending, Financial Analysis, Commercial Real Estate, Analysis, Real Estate, Small Business
Education
University of Colorado Boulder
BS, Business Finance
Rabobank, National Association June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2013
Wells Fargo Bank June 2006 - July 2007
Bank of the West June 2003 - June 2006
Bank of the West June 2003 - December 2003
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Credit, Valuation, Investments, Economics, Credit Analysis, Financial Analysis, Microsoft Excel, Equity Valuation, Underwriting, Management, Analysis, Private Placements, Loans, Banking, Wealth Management, Credit Risk, Insurance, Finance
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Dion Consulting Partners Ltd. November 2001 - Present
Blue Shield of California April 2003 - Present
Aspire Public Schools April 2011 - December 2011
Bank of the West June 2011 - September 2011
Pacific Gas and Electric Company October 2009 - May 2011
Levi Strauss & Co. May 2009 - September 2009
Wells Fargo October 2004 - October 2008
John S. and James L. Knight Foundation January 2008 - March 2008
Kaiser Permanente May 2005 - December 2006
Vertical Management Systems, Inc. March 2002 - November 2002
Skills
Business Process..., Management Consulting, IT Strategy, PMO, Project Portfolio..., Business Analysis, Business Strategy, Program Management, Project Management, Strategy, Strategic Planning, Business Transformation, Change Management, Vendor Management, Process Improvement, SaaS, Mergers & Acquisitions, Consulting, Enterprise Software, Cross-functional Team..., Management, Business Process, Software Project..., Business Intelligence
Education
University of Colorado, Boulder 1980 — 1985
B.S., Information Systems
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Brockton High School
Bank of the West Customer Service ManagerBank of the WestFebruary 2011 - Present
Education
University of Colorado at Boulder 2006 — 2011
Business Administration, Marketing
First Citizens Bank August 2011 - Present
Young Living Essential Oils October 2012 - Present
First Fidelity Bank November 2008 - August 2011
Bank of the West 2002 - 2008
US Bank 1997 - 2002
Skills
Customer Service, Banking, Loans, Risk Management, Financial Analysis, Credit, Leadership, Finance, Operations Management, Training, Consumer Lending, Commercial Banking, Retail Banking, Management
Education
University of Central Oklahoma 2002 — 2006
Business Administration, Finance and Accounting
Kickapoo High School 1992 — 1996
High School Diploma, General Education
PricewaterhouseCoopers November 2014 - Present
Ernst & Young March 2013 - December 2014
Bank of the West March 2012 - March 2013
Bank of the West October 2010 - June 2012
UCSB AS Program Board May 2008 - June 2010
United States Secret Service January 2009 - January 2010
Global Inventures October 2007 - December 2007
Activant, 2006 October 2006 - December 2006
Skills
SQL, SharePoint, Excel, Access, Visual Basic, Oracle SQL, MySQL, Norkom, Actimize, Microsoft Excel, PowerPoint, Analysis, Customer Service
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's Degree, Political Science
De La Salle High School 2002 — 2006
Diploma
Colorado State Bank and Trust October 2014 - Present
BBVA Compass February 2013 - Present
Summit Bank & Trust September 2012 - February 2013
Bank of the West December 2011 - September 2012
Colorado State Bank and Trust August 2011 - January 2012
BBVA Compass January 2009 - September 2011
Inhelder Investments April 2002 - January 2009
US Bank August 1999 - May 2001
Compass Bank 2001 - 2001
Skills
Mortgage Lending, Residential Mortgages, Jumbo Mortgage, Mortgage, Residential Homes, First Time Home Buyers, Loans, Construction Loans, Credit, Sales Management, Refinance, Referrals, Mortgage Banking, Loan Origination, New Business Development, Sales, Finance, Banking, Credit Analysis, FHA financing, Real Estate, Consumer Lending, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Management, Private Banking, Real Estate Financing, Retail Banking, FHA, Small Business Lending, Wealth Management, Commercial Banking, Investment Properties, Mortgage Underwriting, Financial Analysis, Portfolio Management, Cross Selling, Mutual Funds, Commercial Real Estate
Education
University of Colorado at Denver 1994 — 1996
Bachelor of Arts, Communication with emphasis in Public Relations
HERITAGE HIGH SCHOOL 1985 — 1990
Runyan Elementary
UMB Bank November 2011 - Present
Bank of the West May 2008 - November 2011
Securian Financial Group/GCG Financial February 2004 - May 2008
ADP TotalSource, Administaff, Gevity HR October 1998 - December 2003
US Bank September 1997 - October 1998
Classick, Hazel & Co., P.C. January 1994 - September 1997
Hoffbrau Bar & Grill January 1987 - September 1994
Education
University of Colorado Boulder
Education
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
Blanco Architecture Inc. ControllerNeumann Sloat Blanco Architects LLPJanuary 2009 - June 2015
Ferrari Moe, LLP July 2004 - September 2009
Bank of the West February 2004 - July 2004
Utah Coalition for Animals August 1999 - June 2002
McKesson September 1998 - July 1999
Recycling Resource February 1998 - September 1998
Tyler Encapsulations December 1994 - June 1997
Skills
Budgets, Strategic Planning, Project Management, Marketing, Sales, Marketing Strategy, Analysis, Leadership, Budgeting, Management, Financial Reporting, Project Planning
Education
University of San Francisco - Masagung Graduate School of Management 2002 — 2004
MBA, Marketing
University of California, Santa Cruz 1988 — 1992
BA, Politics
Terra Linda High School 1984 — 1988
Diploma
Four Star Realty & Property Management, Inc. May 2015 - Present
Bank of the West March 2011 - May 2015
Skills
Microsoft Office, Customer Service, Social Media, Public Speaking, Teamwork, Research, PowerPoint, Sales, Microsoft Word, Event Planning, RStudio
Education
University of Colorado at Boulder 2009 — 2015
Bachelor’s Degree, Political Science w/ International Affairs & Middle East Focus
Wescom Credit Union October 2010 - Present
Double Encore May 2010 - October 2010
University of Colorado at Denver and Health Sciences Center May 2010 - August 2010
Bank of the West September 2009 - February 2010
Wells Fargo September 2008 - June 2009
Skills
iPhone, Objective-C, iOS development, Xcode, iOS, iPad, Mac OS X, SQL, Android, SQLite, Cocoa, HTML, OS X, Mobile Applications, .NET, Web Services, Software Development, iPhone Application..., iPad Development, Java, HTML 5, XML, iOS Development, JSON, PHP
Education
University of Colorado Denver 2008 — 2013
CS, Computer Science
Apex Design, PC April 2015 - September 2015
University of Colorado Denver August 2014 - December 2014
RTD August 2013 - August 2014
Bank of the West June 2012 - May 2013
Bellco Credit Union June 2011 - April 2012
Costco Wholesale January 2009 - June 2011
Skills
Research, Community Development, Team Leadership, Analysis, ArcGIS, Transportation Planning, Adobe Creative Suite, Public Transport..., Transit Operations, Team Building, Management, Urban Planning, Land Use Planning, Transportation, Microsoft Office, GIS, Project Planning
Education
University of Colorado at Denver 2012 — 2015
Bachelor of Arts, Urban Studies/Planning
Julesburg High School 2001 — 2005
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
The Pearl Group May 2013 - Present
High Plains Bank October 2012 - Present
Metro North Chamber-Colorado July 2011 - June 2013
Guaranty Bank & Trust March 2007 - October 2012
Bank of the West June 2005 - March 2007
Guaranty Bank & Trust August 2004 - June 2005
Skills
Loans, Commercial Lending, Small Business Lending, Working Capital..., Credit, Treasury Management, Cash Management, Real Estate Lending, Mortgage Lending, Underwriting
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS in Business Admin., Finance
University of Colorado Boulder August 2011 - Present
University of Colorado Boulder August 2011 - Present
University of Colorado Boulder May 2010 - August 2011
University of Colorado Boulder June 2009 - May 2010
Bank of the West May 2004 - November 2008
Skills
Statistics, Data Analysis, SPSS, Research, Qualitative Research, PCR, in Situ Hybridization, Animal Behavior, Immunohistochemistry, Immunofluorescence, ELISA, Scientific Writing, Experimental Design, Molecular Biology, Microscopy, Neuroscience, Teaching, Fluorescence Microscopy, Animal Models, Cell Biology, Science
Education
University of Colorado Boulder 2011 — 2016
Doctor of Philosophy (Ph.D.), Neuroendocrinology
University of Colorado Boulder 2011 — 2013
Master's Degree, Neuroscience
University of Colorado Boulder 2006 — 2010
Bachelor of Arts (B.A.), Psychology and Neuroscience
EMPOWER Retirement June 2011 - Present
Bank of the West February 2008 - April 2011
Wells Fargo May 2002 - February 2008
Charles Schwab May 1997 - November 2001
Skills
Loans, Relationship Management, Credit, Investments, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Retail Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Business Development, Team Building
Education
University of Colorado at Denver 2012 — 2014
Masters of Business Administration, Finance
Colorado State University
Business Administration, Business Administration
University of Minnesota-Twin Cities
Economics Statistics
EndoStim May 2013 - July 2014
Xenos Bioresources, Inc. November 2004 - May 2013
Bank of the West February 2001 - October 2004
Skills
Social Media, Accounts Receivable, Management, Team Building, Negotiation, Team Leadership, Invoicing, Marketing, Accounts Payable, Retail, Customer Service, New Business Development, Credit, Payroll, Logistics, Banking, Customer Satisfaction, Operations Management, Purchasing
Education
Saint Louis University 2008 — 2010
Masters, Business Administration; Marketing
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Political Science; International Relations
Black Creek Group August 2012 - Present
Bank of the West December 2011 - August 2012
Career Strategies August 2011 - December 2011
St. Anthony's Church December 2000 - December 2011
Mile High Promotions October 2010 - August 2011
The Stone Collection May 2011 - 2011
The Boulder Country Club June 2009 - 2011
Mentor Interactive June 2010 - September 2010
The Lazy Dog June 2009 - May 2010
Casa Alvarez August 2007 - December 2009
Skills
Marketing, Leadership, Advertising, Management, Customer Service, Analysis, PowerPoint, Microsoft Excel, Nonprofits, Sponsorship, Hospitality, Event Planning
Education
Leeds School of Business 2006 — 2010
BS, Business Administration, Marketing
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Vectra Bank April 2014 - Present
Bank of the West June 2011 - May 2014
KeyBank February 2009 - April 2011
Washington Mutual Bank June 2002 - March 2008
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Refinance, Credit Analysis, Banking, Commercial Lending, Consumer Lending, FHA, Residential Mortgages
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Science (BS), Finance
University of Colorado Boulder
Calvary Bible Church August 2009 - Present
ELT Edge 2012 - 2013
Bank of the West May 2010 - August 2012
Skills
Microsoft Office, Building Relationships, Banking, Leadership, Flexible to Change
Education
University of Colorado Boulder 2006 — 2009
Bachelor's degree, Business/Finance
Winward International January 2013 - Present
Bank of the West September 2012 - January 2013
East West Bank January 2011 - September 2012
East West Bank October 2008 - January 2011
East West Bank November 2009 - April 2010
Seasons Store October 2009 - January 2010
East West Bank June 2007 - October 2008
Winward International June 2006 - September 2006
Skills
Project Management, Banking, Business Process..., Finance, Mergers, Change Management, Business Process, Integration, Leadership, Risk Management, Vendor Management, SharePoint, Financial Risk, Accounting, Start-ups, Business Analysis, Financial Analysis, Mergers & Acquisitions, Management, Access, Process Improvement, Portfolio Management, Commercial Banking, Credit Analysis, Analysis, Financial Modeling, Investments, Credit Cards, Business Intelligence, Business Development, Treasury Management, Commercial Lending, Corporate Finance, Strategy, Retail Banking, Financial Services, Credit, Loans, Valuation, Strategic Financial..., Credit Risk, Internet Banking, Analytics, Relationship Management, Data Analysis, Cash Management, Forecasting, Asset Management, Investment Banking, Sales
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Global Knowledge
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
Bank of the West December 2013 - Present
Levi Strauss & Co. January 2012 - December 2013
AngioScore October 2011 - January 2012
Asian American/Pacific Islander Resource Center at UCSC September 2009 - June 2011
Asian American/Pacific Islander Resource Center at UCSC January 2008 - June 2009
Skills
Photoshop, Paint Shop Pro, InDesign, Apple Macintosh, PC, Communication Written, Event Planning, Project Coordination, PowerPoint, Able To Multi-task, Team Building, Team Leadership, Social Networking, Organizing, Attention To Detail, Tech Savvy, HTML, SAP, expandable, BuzzMetrics, Mac, Microsoft Excel, Marketing, Press Releases, Editing, Advertising, Analysis, Digital Media, Teamwork, Management, Data Analysis, Social Media, Competitive Analysis, Analytics, Research, Microsoft Word, Critical Thinking, Data Entry, Market Research, Fashion, Nonprofits, Adobe Creative Suite, Google Docs, Community Organizing, Microsoft Office, Leadership, Public Speaking, Fundraising
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Sociology
BP September 2012 - November 2013
Bank of the West May 2004 - September 2012
American Greetings October 1998 - June 2002
Skills
Customer Service, Microsoft Excel, Leadership, Compliance, Classroom, Data Warehousing, General Ledger, Internal Audit, 10 Key, Microsoft Word, Microsoft Office, Organization, Oil/Gas, Onboarding, Office Management, Office Administration, PowerPoint, Quality Assurance, Quality Management, Risk Assessment, Disaster Recovery, Tutoring, Close Attention to..., Multi Tasking, OSHA Trainer, Operations Management, Supervisory Skills, Staff Supervision, Supervisory Experience, Managerial Skills, Employee Training, Training, Time Management, Management, Human Resources, Troubleshooting
Education
University of Colorado Colorado Springs 1979 — 1983
Bachelor of Applied Science (BASc), Elementary Education and Teaching
First Western Trust October 2012 - April 2015
First-Citizens Bank and Trust Company October 2009 - October 2012
Bank of the West June 2007 - October 2009
U.S. Bank, N.A. July 2004 - May 2007
Office of the Comptroller of the Currency 1983 - 1985
Skills
Credit Risk, Process Improvement, Credit, Commercial Lending, Underwriting, Finance, Loans, Executive Management, Financial Risk, Portfolio Management, Analysis, Due Diligence, Relationship Management, Financial Analysis, Risk Management, Commercial Banking, Mergers & Acquisitions, Credit Analysis, Banking, Small Business Lending, Loan Origination, Management
Education
University of Colorado at Boulder 1997 — 1998
Master of Science (M.S.), Finance, 3.85
University of Colorado at Boulder 1979 — 1982
Bachelor of Science (B.S.), Finance, 3.8
Bank of the West July 2014 - Present
Comerica Bank February 2011 - July 2014
Comerica Bank February 2009 - January 2011
Comerica Bank October 2007 - January 2009
Comerica Bank January 2007 - September 2007
CG Commercial Funding April 2004 - April 2006
Skills
Credit, Training, Investment Banking, Loans, Relationship Management, Sales Process, Mergers & Acquisitions, Cash Management, Financial Structuring, Real Estate, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Finance, Banking, Financial Analysis, Management
Education
University of California, Santa Barbara 2000 — 2003
Bachelor of Arts (B.A.)
Dr. Moller College, Waalwijk, Netherlands
Bank of the West 2007 - Present
LoanCity 2003 - 2007
E-Loan, Inc. 1999 - 2001
Skills
Credit, Banking, Financial Analysis, Mortgage Banking, Capital Markets, Small Business Lending, Finance, Loan Origination, Refinance, Financial Risk, Commercial Banking, Underwriting, Credit Analysis, Fixed Income, Strategic Financial..., Credit Risk, Investments, Retail Banking, Loans, FHA, Mortgage Lending, Financial Modeling
Education
University of California, San Diego 1986 — 1990
Bank of the West February 2015 - Present
Bank of the West May 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo January 2009 - December 2012
Wachovia Bank October 2006 - December 2008
World Savings March 2005 - October 2006
PeopleSoft, Inc. January 2003 - March 2005
Skills
SAS, SQL, Data Analysis, Business Analysis, Business Intelligence, Analytics, Financial Risk, Credit Risk, VBA, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Forecasting, Financial Analysis, Banking, Leadership, Finance, Analysis, Management, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2002
BA, Economics-Mathematics
Arrow Electronics 2012 - Present
Ironstone Bank September 2008 - 2012
BANK OF THE WEST May 2005 - September 2008
Compass Bank November 2003 - May 2005
Skills
Banking, Credit, Cash Management, Financial Analysis
Education
University of Colorado at Boulder
BA
Detroit Country Day School 1990 — 1994
Bank of the West July 2012 - Present
US Bank January 2009 - July 2012
Indymac Bank February 2006 - June 2008
JPMorgan Chase July 2003 - February 2006
Education
University of California, San Diego 1999 — 2003
South Salem High School 1996 — 1999
Institute for International Studies - University of Sevilla
Vectra Bank Colorado February 2012 - Present
Bank of the West March 2007 - February 2012
First National Bank of Colorado February 2005 - March 2007
First National Bank of Colorado 1998 - February 2005
First National Bank of Colorado April 1997 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Credit, Underwriting, Lines Of Credit, Credit Analysis, Financial Analysis
Education
University of Colorado Boulder 1992 — 1996
Bank of the West April 2008 - November 2011
United Western Bank July 2005 - February 2008
Vectra Bank Colorado March 2001 - June 2005
Heller Financial 1994 - 2000
The Money Store 1990 - 1994
Skills
SBA, Small Business Lending, Commercial Mortgages, Commercial Lending, Loans
Education
University of Colorado Boulder 1982 — 1985
University of Colorado Boulder - Leeds School of Business 1982 — 1985
Niwot High School
Bank of the West June 2015 - Present
Hult International Business School November 2013 - May 2014
Kapronasia August 2013 - February 2014
US Bank October 2011 - August 2012
Bank of Colorado September 2011 - October 2011
Wild Thyme Commissary, Colorado Co-Pack, Carte D'Or Catering, The Quiche Factory, July 2010 - July 2011
Vectra Bank Colorado February 2008 - July 2010
CAMB August 2007 - September 2007
USBancorp August 2001 - May 2007
Skills
Credit, Credit Analysis, Account Management, Banking, Business Analysis, Business Strategy, Business Intelligence, Business Planning, Coaching, Customer Service, Change Management, Data Analysis, Financial Analysis, Financial Reporting, Inventory Management, Logistics, Microsoft Office, Operations Management, PowerPoint, Strategic Planning, Product Development, Research, Risk Management, Vendor Management, Management, Negotiation, Marketing, Management Consulting, Budgets, Strategic Financial..., Market Research, Finance, Sales, Portfolio Management, Investments, Leadership, Team Management, Business Development, Accounting, Loans, Commercial Banking, Human Resources, Corporate Finance, Financial Risk, Analysis, Insurance, Mergers & Acquisitions, Commercial Lending, Small Business Lending, Training
Education
HULT 2012 — 2013
Master of Business Administration (MBA), MBA
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Minor, Business
University of Colorado at Boulder 1996 — 2000
Economics, Business
Heritage High School 1992 — 1996
AP Scholar, National Merit Commended
Aetna January 2012 - Present
Health Net, Inc. 2006 - December 2011
Bank of the West 2005 - 2006
compensate.com, LLC August 2000 - August 2005
Los Angeles Times 1998 - 2000
Transamerica Life Insurance Company 1990 - 1997
Skills
Public Speaking, Executive Pay, HRIS, Deferred Compensation, Incentive Programs, Employee Relations, Performance Management, Employee Benefits, Human Resources, Benefits Administration, Onboarding, Succession Planning, Organizational Design, Talent Management, Workforce Planning, Organizational..., PeopleSoft, Job Analysis, HR Consulting, Compensation & Benefit, Compensation Structures, HR Policies
Education
University of Dayton 1978 — 1980
M.A., Clinical Psychology
University of California, Santa Barbara 1974 — 1978
B.A., Experimental Psychology
Bank of the West September 2007 - Present
Wells Fargo Bank 2000 - Present
Wells Fargo 2000 - 2008
Wells Fargo - Consumer Credit - Personal Lines/Loans 2002 - 2006
Bank of America 1995 - 2000
Bank America Mortgage 1995 - 2000
Skills
Banking, Financial Analysis, Financial Modeling, Forecasting, Strategic Financial..., Budgets, Analysis, Investments, Variance Analysis, Management, Business Analysis, Loans, Process Improvement, Analytics, Financial Risk, Financial Planning
Education
University of Colorado at Boulder 1974 — 1978
Bachelor of Arts (B.A.)
Bank of the West March 2014 - March 2014
SafeNet, Inc. April 2010 - August 2013
Aladdin Knowledge Systems August 2008 - April 2010
Secure Computing July 2005 - September 2008
Gap Inc. June 2004 - July 2005
SBC December 2003 - May 2004
Adspace Networks February 2003 - November 2003
Walmart.com July 2001 - November 2002
Netcentives June 1999 - July 2001
Wells Fargo March 1999 - June 1999
Skills
QTP, Fitnesse, Agile Methodologies, Selenium, Test Automation, Test Planning, Software Quality..., Unix, Testing, WinRunner, SDLC, SQL, Java, SaaS, Cloud Computing, Scrum, Linux, XML, Software Development, Perl, Quality Assurance, JUnit
Education
University of California, Santa Barbara
B.A. Philosophy (emphasis in logic and reasoning),
EMA Partners, LLC August 2014 - Present
University of Colorado Triathlon Team May 2013 - May 2014
Bank of the West June 2008 - April 2013
Skills
Sales, Financial Analysis, Customer Service, New Business Development, Financial Modeling, Corporate Finance, Real Estate, Microsoft Excel, Marketing, Business Development, Management, Account Management, Market Research, Finance, Banking, Risk Management
Education
University of Colorado Denver 2010 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado Boulder 1998 — 2002
B.A., Economics & Business
Bank of the West June 2005 - Present
Skills
Mortgage Banking, Microsoft Office, Commercial Banking, Microsoft Excel, Microsoft Word, PowerPoint, Mortgage Lending, Data Analysis, Analysis, Loans, Risk Management, Due Diligence, Construction Loans, Portfolio Management, Finance, Financial Analysis
Education
California State University, East Bay 2012 — 2015
Master of Business Administration (MBA), Finance
University of California, Santa Cruz 1999 — 2003
Bachelor of Science, Information System Management
First Republic Bank September 2015 - Present
Bank of the West January 2014 - September 2015
Bank of the West August 2009 - January 2014
Irwin Home Equity April 2003 - August 2009
Irwin Home Equity June 1998 - March 2003
Skills
Progress 4GL, SDLC, Vendor Management, Visio, Business Analysis, Disaster Recovery, Data Warehousing, C#, SQL, Management, Project Management, Testing, Oracle, Access, XML, Visual Basic, Databases, Process Improvement, Analysis
Education
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.)
BrightTALK October 2015 - Present
SmartRecruiters January 2015 - August 2015
AgilOne April 2012 - November 2014
SuccessFactors August 2008 - April 2012
New York Life Insurance Company June 2007 - April 2008
Bank of the West March 2006 - June 2007
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree
BDDC,LLC March 2013 - Present
TerraCotta Group 2013 - 2014
Special Assets Management Association 2009 - 2014
Bank of the West October 2010 - February 2013
City National Bank December 2002 - March 2009
Skills
Commercial Lending, Asset Based Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Lines Of Credit, Commercial Mortgages, Banking, Loan Origination, Restructuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Lending
Education
University of Colorado Denver 1979 — 1981
Finance, Finance and Accounting
Bank of the West 2010 - Present
The PrivateBank 2008 - 2010
US Bank 2002 - 2008
UMB Bank 1999 - 2002
Skills
Commercial Banking, Banking, Finance, Commercial Lending, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Loans, Leadership, Management, Strategic Planning, Portfolio Management, Underwriting, New Business Development
Education
University of Central Missouri
BSBA
University of Missouri-Kansas City
MBA - Finance
Bank of the West April 2014 - Present
Bank of the West January 2009 - March 2014
Bank of the West January 2007 - December 2008
Skills
Cross Selling, Small Business Lending, Loans, Mortgage Lending, Consumer Lending, Banking, Credit, Commercial Banking, Retail Banking, Commercial Lending, Credit Analysis, New Business Development, Financial Services, Business Development, Sales, CRM, Management, Lines Of Credit, Relationship Management, Loan Origination
Education
University of Colorado at Boulder 2002 — 2005
BA, Economics
Bank of the West November 2014 - Present
Bank of the West August 2006 - Present
Easter Seals Colorado 2010 - 2012
FSV Payment Systems 2001 - 2006
International Check Services June 1999 - September 2001
National Processing Company October 1995 - June 1999
BankOne 1995 - 1997
Rocky Mountain BankCard System March 1982 - May 1994
Skills
Treasury Management, Banking, Electronic Payments, Cash Management, Payments, Credit Cards, Cross Selling, ACH, Merchant Services, Commercial Banking
Education
University of Colorado Denver 1976 — 1980
Arvada High School 1973 — 1976
Columbia Bank February 2008 - Present
Bank of the West May 2002 - February 2008
RMI Laser July 1998 - April 2002
Skills
Commercial Banking, Commercial Lending, Mortgage Lending, Negotiation, Sales, Banking, Credit, Small Business Lending, Construction Loans, Lines Of Credit, Loan Origination
Education
University of Colorado Boulder
Bachelor's, Economics
Bank of the West March 2013 - Present
Bank of the West March 2011 - March 2013
Bank of the West March 2007 - March 2011
Bank of the West March 2005 - February 2007
Bank of the West February 2004 - February 2005
Bank of the West February 2002 - February 2004
Skills
Banking, Vendor Management, SharePoint, MS Project, Business Analysis, Crystal Reports, Requirements Analysis, Visio, Business Process..., Disaster Recovery, Business Intelligence, Software Documentation, Project Management, Project Planning, Software Project..., Team Management, Team Leadership, Risk Management, Microsoft Word, Microsoft Excel, Process Improvement, Cross-functional Team..., Databases, Management, IT Management, Information Technology, Communication Skills, PMO, Program Management, Networking, Leadership, Analysis, SQL, SDLC, Integration, Project Portfolio..., IT Strategy, Requirements Gathering, Business Requirements, Business Process, ITIL, Systems Analysis, Microsoft Project
Education
University of California, Santa Cruz 1978 — 1983
BA, History
Wells Fargo Home Mortgage August 2014 - Present
Bank of the West November 2012 - August 2014
Guaranty Bank FSB May 2012 - November 2012
Wells Fargo Home Mortgage December 2010 - April 2012
Realty One Group March 2008 - December 2010
Skills
FHA, Banking, Mortgage Banking, Finance, Portfolio Management, Home Equity Loans, First Time Home Buyers, Investment Properties, Foreclosures, Real Estate, Mortgage Lending, REO, Short Sales, Residential Mortgages, Investors, USDA, Loan Origination, Referrals, Real Estate Financing, Loans, FHA financing, Refinance, VA loans, FHA Financing, VA Loans
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (BS), Marketing
Bank of the West March 2006 - Present
Skills
Credit, Banking, Real Estate, Financial Analysis, Construction Lending, Construction Loans, Strategic Planning, Loans, Business Development, Commercial Lending, Residential Homes, Loan Origination, Portfolio Management
Education
University of Colorado at Boulder 1977 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Bank of the West December 2014 - Present
Bank of the West November 2013 - December 2014
Bank of the West October 2007 - November 2013
Bank of the West December 2005 - October 2007
Commercial Federal Bank December 2000 - December 2005
Commercial Federal Bank August 1999 - December 2000
Commercial Federal Bank October 1998 - August 1999
First Federal Bank of Colorado June 1991 - October 1998
Skills
Banking, Retail Banking, Leadership, Loans, Customer Experience, Deposits, Commercial Banking, Sales Process..., Marketing Strategy, Consumer Lending, Project Management, Experienced Trainer, Customer Satisfaction, Customer Engagement, Budget Process, Internal Audit, Financial Analysis, Community Service, Change Management, Finance
Education
Graduate School of Retail Bank Management 2010 — 2012
Finance
University of Colorado at Denver 1988 — 2000
B.S., Business Administration
University of Northern Colorado 1987 — 1988
Business Administration and Management, General
Pearson North America November 2013 - October 2014
Pearson North America September 2011 - November 2013
SchoolNet January 2009 - September 2011
SchoolNet June 2008 - December 2008
Douglas County School District December 2007 - June 2008
Littleton Public Schools December 2007 - May 2008
Jefferson County Public Schools December 2007 - May 2008
Red Rocks Community College July 2006 - July 2007
Bank of the West November 2004 - July 2006
Skills
Training, Staff Development, Educational Technology, Educational Leadership, E-Learning, Public Speaking, Instructional Design, Technology Integration, Customer Service, Customer Satisfaction, Teacher Training, Classroom, Leadership, Program Management, Quality Assurance, Leadership Development, Technical Writing, Software Documentation, Customer Service..., Management, Microsoft Office, Salesforce.com, Knowledge Management, Coaching, Problem Solving
Education
University of Phoenix 2007 — 2008
Master of Arts Education, Elementary Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts English, English Literature
Bank of the West July 2013 - Present
Law offices of Bamieh and Erickson, PLC January 2010 - June 2013
Blue Man Group April 2009 - August 2009
LUSH FRESH HANDMADE COSMETICS November 2008 - June 2009
Longs Drugs September 2003 - July 2008
Skills
Cashiering, Loss Prevention, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Outlook, POS, Telephone Skills, Phone Etiquette, Cash Register, Cash Handling Experience, Sales, Teamwork, Inventory Control, Retail Sales, Planograms, Inventory Management, Merchandising, Retail, Store Operations
Education
University of California, Santa Barbara 2006 — 2008
Law and Society, Law and Society, Sociology
Bank of the West December 2012 - Present
Key Equipment Finance December 2006 - December 2008
Barloworld October 1999 - December 2006
Hyster Credit Company January 1985 - October 1999
Skills
Sales Management, Negotiation, Training
Education
University of Cincinnati College of Business 1976 — 1980
BA and Associate in Science, Marketing and Computer Science
Bank of the West July 2015 - Present
Union Bank May 2011 - Present
Bank of the West October 2007 - May 2011
Bank of America 2004 - 2007
Skills
Anti Money Laundering, Customer Service, AML, Bank Secrecy Act, Banking, Credit, Data Analysis, Finance, Financial Risk, Fraud, KYC, Payments, Risk Management, Surveillance, USA PATRIOT Act
Education
University of California, Santa Barbara 2000 — 2003
BA, Business Economics with Emphasis in Accounting
Elliott Marketing Group April 2015 - Present
First Book July 2011 - August 2014
Congressional Youth Leadership Council April 2011 - July 2011
Peace Corps May 2009 - October 2010
Bank of the West January 2009 - May 2009
Denver Water May 2008 - August 2008
Skills
Customer Service, Business Development, Analysis, Sales, Spanish, Marketing, Public Relations, Nonprofits, Teaching, Business Planning, Entrepreneurship, Fundraising, Event Planning
Education
University of Washington 2014 — 2016
Master's Degree, Public Policy/International Development
University of Colorado Boulder - Leeds School of Business 2005 — 2008
BS - Business Administration, Marketing, Information Systems
Chaska High School
Carrington Home Loans September 2014 - Present
Bank of America June 2014 - Present
Commerce Mortgage May 2013 - Present
Wells Fargo Home Mortgage April 2012 - May 2013
Bank of the West March 2007 - April 2012
Bank of the West March 2007 - February 2012
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Loans, Refinance, FHA, Credit Analysis, Credit, Banking, Underwriting, Wealth Management, Commercial Lending, Consumer Lending, Small Business Lending, Investment Properties, Real Estate, Commercial Banking, Residential Mortgages, USDA, Retail Banking
Education
University of Colorado at Boulder
BS, Education
United States Air Force August 2010 - Present
JPMorgan Chase February 2010 - August 2010
Austin C Harrison Photography January 2007 - July 2010
Bank of the West October 2008 - February 2010
Skills
Photography, Leadership, Microsoft Office, Training, Programming, Customer Service, IP, Security, Troubleshooting, Windows, Team Leadership, Public Speaking, Time Management, Public Relations, IP Networking, Government, Data Analysis, Security Clearance, Analysis, Teaching, OS X, Organizational..., Networking, Computer Hardware, Integration, Digital Photography, Mac, Retail, Linux
Education
University of Maryland University College 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Cyber/Electronic Operations and Warfare
University of Central Oklahoma 2008 — 2012
Computer Science & Photography
Putnam City North High School 2004 — 2008
Bank of the West July 2007 - Present
Orrick, Herrington & Sutcliffe LLP July 2006 - July 2007
Skills
Product Management, Product Development, Loyalty Programs, Payment Cards, Customer Lifecycle..., Customer Acquisition, Product Marketing, Credit Cards, Loyalty Marketing, Competitive Analysis, Payments
Education
University of California, San Diego 2002 — 2006
B.S., Management Science
Bank of the West September 2010 - Present
Guaranty Bank and Trust January 2008 - September 2010
US Bank 1996 - 2007
Skills
Commercial Lending, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Loans, Business Development, Cash Management, Lines Of Credit, Credit, Deposits, Investments, Retail Banking, Portfolio Management, Treasury Management, Commercial Mortgages
Education
University of Colorado Boulder 1991 — 1995
BA, Psychology
Bank of the West January 2013 - Present
Wells Fargo April 2012 - January 2013
Pacific Capital Bancorp April 2009 - April 2012
Bragg Live Foods September 2007 - March 2009
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics
Bank of the West December 2010 - Present
Bank of the West January 2008 - December 2010
Bank of the West June 2007 - September 2007
Lakeshore Learning Company August 2001 - June 2007
Skills
Customer Service, Credit Analysis, Credit, Process Improvement, Leadership, Sales, Loans, Finance, Training, Banking, Loan Origination, Commercial Lending, Portfolio Management, Microsoft Office, Microsoft Excel, Microsoft Word, Underwriting, Financial Analysis, Outlook, PowerPoint, Sales Management, Financial Modeling, Strategic Planning, Risk Management
Education
University of California, San Diego 2003 — 2007
Management Science, Economics
University of California, San Diego 2003 — 2007
B.S, Management Science, Economics Department
Bank of the West August 2015 - Present
Hitachi Construction Machinery Australia July 2012 - Present
NSW Health December 2006 - May 2011
Department of Ageing, Disability, and Home Care, NSW September 2007 - November 2007
CFO, Inc. January 2006 - August 2006
Technical Service Corporation January 2003 - January 2006
Robert F. Landheer Attorney At Law October 2001 - June 2002
Optoma Technology June 2000 - January 2001
Skills
Administrative..., Administration, Microsoft Excel, Visio, Access, Sales, Quality Assurance, ISO internal auditing, Executive Assistant, Customer Service, Word, Microsoft Office
Education
University of California, Santa Barbara 1998 — 2002
BA, English Major, Chinese Minor
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of the West September 2013 - June 2014
OfficeMax August 2011 - September 2013
Target July 2010 - August 2011
UC Merced Police Department May 2008 - October 2010
Sunnyvale Public Safety December 2006 - January 2008
Apple Inc October 2005 - January 2008
Organized Living October 2004 - July 2005
Century Theatres April 2003 - September 2004
Santa Clara Sherriff's Youth Academy February 2003 - May 2003
Skills
iWork, Mac OS X, Mac, Customer Service, iLife, Microsoft Office, Computer Repair, Loss Prevention, Public Speaking, Mac OS, Windows, Management, Visual Merchandising, Community Outreach, Troubleshooting, PowerPoint, Computer Hardware, Training, iPhone, OS X, Retail, Customer Satisfaction
Education
UC Santa Cruz 2011 — 2014
Certificate, Human Resource Management
University of California 2008 — 2010
B.A, Psychology
De Anza Community College 2003 — 2007
A.A. Administration, justice - Law Enforcement
Union Bank 2012 - Present
Clear Capital December 2006 - 2012
Clear Capital December 2006 - May 2011
Bank of the West November 2005 - November 2006
Skills
Valuation, Financial Analysis, Real Estate, Risk Management, Mortgage Lending, CRM, Microsoft Excel, Operations Management, Process Improvement, Escalations Management, Escalation Resolution, Reporting & Analysis, Executive Reporting, Consumer Lending, Mortgage Banking, Mortgage Servicing, Broker Price Opinion, Appraisals, Excel Dashboards, KPI Dashboards, Increasing Operational..., Program Management, Service Level Management, Trend Forecasting, Trend Analysis, Risk Analysis, Quality Assurance, FHA, Loans
Education
Western Michigan University 1999 — 2003
BA, Finance and Economics
University of California, San Diego
Axia Home Loans August 2015 - Present
American Pacific Mortgage October 2014 - August 2015
Fleet Financial, LLC July 2013 - February 2015
Urban Lending Solutions February 2012 - June 2013
Public Service Credit Union October 2007 - February 2012
Bank of the West February 2001 - October 2007
CTF Enterprises Inc January 1996 - January 2001
Skills
Financial Managment, Facilities Management, Banking, Credit, Loans, Customer Service, Compliance, Budgeting, Team Building, Mortgage Lending, Credit Analysis, Consumer Lending, Coaching, Credit Risk, Cash Management, Team Leadership, Sales, Operations Management, Commercial Banking, Financial Reporting, Small Business Lending, New Business Development, Retail Banking, Financial Services, Risk Management, Training, Commercial Lending, Loan Origination, Mortgage Banking, Mortgage Servicing, Loan Servicing, Mortgage Underwriting, Residential Mortgages, Real Estate Financing, Credit Unions, Branch Banking, Real Estate, Loss Mitigation, Finance, Management, Leadership, Underwriting, Executive Management
Education
University of Canterbury 1995 — 2000
Bachelor of Arts, Business
Mennonite Mutual Aid November 2007 - February 2010
General Dynamics February 2002 - January 2004
Bank of the West January 1999 - January 2001
Tecolote Research, Inc. May 1994 - March 1999
Skills
Accounting, Leadership, Insurance, Budgets, Accounts Receivable, Life Insurance, Health Insurance, Forecasting, Analysis, Team Building, Strategic Financial..., Microsoft Excel, Financial Planning, Banking, Retail Banking
Education
University of California, Santa Barbara 1990 — 1993
BA, Economics
San Marcos High School
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
First Western Trust July 2013 - Present
Bank of the West January 2013 - July 2013
Custom Environmental Services, Inc. July 2010 - October 2012
Granite Loan Management 2009 - July 2010
TCF Bank 2006 - 2009
JP Morgan Chase 2001 - 2006
Bank One 1997 - 2001
Education
University of California, Santa Barbara 1986 — 1988
MA, Economics
Valparaiso University 1983 — 1986
BA, Economics
Perseus Books Group October 2012 - Present
Bank of the West November 2011 - August 2012
Self -Employed September 2010 - July 2011
Pampered Pets Veterinary Clinic August 2009 - July 2011
Bank of America July 2008 - July 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Outlook, Editing, Financial Analysis, Teamwork, Leadership, Microsoft Word, Customer Satisfaction, Event Planning
Education
University of Central Oklahoma 2006 — 2010
Bachelor of Arts, Psychology
Bank of the West March 2010 - Present
Skills
Consumer Lending, Branch Management, Small Business Lending, Loans, Commercial Banking, Retail Banking, Commercial Lending, Banking, Credit, Lines Of Credit, Mortgage Banking, Credit Analysis, Cross Selling, Financial Services, Portfolio Management, Relationship Management
Education
University of Colorado at Boulder 1993 — 1997
Bachelor of Arts (BA), Psychology
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
Bank of the West December 2008 - Present
Wells Fargo Bank August 2006 - December 2008
Wells Fargo Bank August 2004 - August 2006
HSBC May 1999 - August 2004
Skills
Risk Analytics, Banking, Risk Management, Basel II
Education
University of California, Santa Barbara 1993 — 1998
Edward Jones March 2012 - Present
Bank of the West May 2011 - March 2012
Bank of the West June 2006 - May 2011
Skills
French, Commercial Banking, International Affairs, Decision Making, Problem Solving, Cash Handling, Change Orders, Sales Operations, Account Management, Compliance, Marketing Communications, Public Relations, Data Processing, Transaction Processing, Payment Processing, Order Processing, Credit Card Processing, Customer Service, Customer Retention, Customer Acquisition, Microsoft Office, Service Excellence, Retail Banking, Internet Banking, Banking Operations, Financial Regulation, Clerical Duties, Project Coordination, Coordinating Events, Staff Training, Able To Multi-task, Internal Communications
Education
University of Colorado at Boulder 2006 — 2010
School of Arts and Sciences. Bachelor of Arts, International Affairs; Europe and the French language
Bank of the West October 2014 - June 2015
Union Bank December 2011 - October 2014
Pacific Union Financial, LLC April 2011 - October 2011
Spiegel Accountancy Corp. September 2006 - April 2011
Skills
Auditing, Account Reconciliation, Internal Controls, Accounting, Financial Statements, Payroll, Financial Audits, Journal Entries, Cash Flow, Process Improvement, Consolidation, Bank Reconciliation, GAAP, QuickBooks, Accounts Receivable, Due Diligence, Hyperion Enterprise, Financial Reporting
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics with Emphasis in Accounting
Bank of the West 2012 - Present
Bank of the West 2002 - 2012
Skills
Relationship Management, Banking, Financial Analysis, Commercial Banking, Credit, Credit Risk, Portfolio Management, Commercial Lending, Loans, Retail Banking, Credit Analysis, Consumer Lending, Small Business Lending, Private Banking, Asset Based Lending, Financial Services
Education
University of California, Santa Barbara 1996 — 2001
Economics
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (BA), Chinese Studies
Bank of the West June 2015 - Present
Bank of the West June 2014 - June 2015
Skills
Banking, Customer Service, Microsoft Office, Sales
Education
UCSB 2011 — 2013
Bank of the West September 2013 - Present
Bank of the West March 2012 - September 2013
Bank of the West February 2009 - March 2012
Skills
Retail Banking, Loans, Banking, Credit, Cross Selling, Consumer Lending, Branch Banking, Commercial Banking, Small Business Lending, Commercial Lending, Relationship Management, Credit Analysis, Customer Service, Financial Services, Management, Lines Of Credit
Education
University of Colorado at Boulder
Bachelor of Science, Marketing
MortgageCouch® (805) 619-3550 July 2015 - Present
Community Bank August 2013 - June 2015
Bank of the West July 2006 - August 2013
Wells Fargo September 1996 - July 2006
Skills
Retail Banking, Customer Service, Cross Selling, Deposits, Management, Team Management, Team Leadership, Commercial Banking, Banking, Hiring, Employee Training, Consumer Lending, Internal Controls, Critical Thinking, Relationship Management, Problem Solving, Team Building, Customer Retention, Small Business, Finance, Mortgage Lending, Sales, Leadership
Education
University of California, Santa Barbara
KCB Bank July 2008 - Present
Bank of the West April 2002 - July 2008
Education
University of Central Missouri
Bachelor's degree, Social Work