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 August 2013 - Present
Ascend Learning October 2012 - July 2013
Nike April 2011 - September 2012
The Greenbrier Companies January 2010 - March 2011
HP Enterprise Services (formerly Saber Corporation) June 2005 - January 2010
Enterprise Systems, University of Houston June 2003 - May 2005
Skills
Business Analysis, Scrum, RFP, Quality Control, DSDM, SDLC, SharePoint, Visio, Agile Project Management, Requirements Gathering, Systems Analysis, Business Process, JIRA Administration, CQ5, Web Content Management, JIRA, Agile Methodologies, Testing, Software Project..., Microsoft SQL Server, Databases, Quality Assurance, Solution Architecture, Requirements Analysis, Integration, Vendor Management, Project Management, Process Improvement
Education
University of Houston, C.T. Bauer College of Business 2002 — 2005
MBA, Information Systems
University of Houston, Cullen College of Engineering 2000 — 2002
MEE, (Telecommunications)
University of Madras, St. Joseph's College of Engineering 1996 — 2000
B.E, Instrumentation & Control Engineering
Bank of the West 2015 - Present
Ameriprise Financial 1994 - July 2015
Skills
Requirements Gathering, Vendor Management, Visio, Process Improvement, Asset Management, Business Analysis, SDLC, Project Management, Leadership, Risk Management, Management, Program Management, Enterprise Software, Archer, Software Documentation
Education
University of Saint Thomas - School of Business 1998 — 2006
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1983 — 1988
Bachelor of Science (BS), Interior Design
XL Alliance February 2015 - Present
Conexiant Telecom March 2013 - November 2014
Dirty Work LLC November 2012 - November 2013
Ashford University February 2012 - July 2012
Bank of the West September 2011 - February 2012
U.S. Bank July 2010 - December 2010
United States Census Bureau May 2010 - June 2010
Banana Republic July 2009 - May 2010
Defense Commissary Agency December 2006 - July 2009
Skills
Social Media, Social Networking, Community Engagement, Networking, Customer Service, Microsoft Office, Training, Recruiting, Leadership, Data Entry, Outlook, Sales, Management, Written & Verbal..., Microsoft Excel, Event Planning, Process Scheduler, Finance, Team Leadership, Troubleshooting, 10 Key, Academic Advising, Analytical Skills, Facebook, Text Editing, Multitasking Skills, Interpersonal Skill, Typing, Student Counseling, Access, Research, Avaya, Financial Advisory, Handle Multiple Projects, Work Independently with..., Local Number Portability, Employee Training, Order Processing, Order Fulfillment, Highly Detailed, Learning Quickly, Problem Solving, High Organizational..., Cash Management, Data Collection, Conducting Interviews, Receptionist Duties, Project Coordination, Project Management, Time Management
Education
University of Denver 2007 — 2011
Bachelor of Arts (B.A.)
Umpqua Bank September 2011 - Present
Bank of the West October 2003 - September 2011
Innerspace Office Solutions 1998 - 2003
Skills
Cash Management, Portfolio Management, Goal Oriented, Banking, Business Development, Sales, Customer Service, ACH, Treasury Management, Internet Banking, Commercial Banking, Retail Banking, Relationship Management, Credit, Commercial Lending, Loans, Team Building, Small Business Lending, Financial Services, Loan Origination, Risk Management, Credit Analysis, Mortgage Lending, Consumer Lending
Education
University of Hawaii - College of Business Administration
Business Administration and Management, General
Zenbanx June 2015 - Present
Square April 2015 - May 2015
Bank of the West September 2014 - April 2015
Charles Schwab March 2014 - September 2014
cleverbridge July 2013 - March 2014
American Express April 2012 - July 2013
JP Morgan Chase Bank July 2011 - April 2012
Commerce Bank December 2010 - June 2011
Weltman, Weinberg & Reis June 2010 - October 2010
The Castle Jewelry and Pawn May 2008 - July 2010
Skills
Bilingual-Spanish, Translation, Sales, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Access, PowerPoint, Microsoft Word, Leadership, Call Centers, Customer Experience, Customer Retention, Customer Satisfaction, Spanish, Time Management, Team Leadership, Lotus Notes, Data Entry, Teamwork, Finance, Analysis, Data Analysis, Training, Fraud, Accounting, Banking, Loans, Investigation, Credit Card Fraud, Fraud Detection
Education
University of Kentucky 2006 — 2010
Bachelors of Science, International Economics & Spanish
University of Kentucky 2006 — 2010
B.A, core business/Spanish; International Economics- Spanish
Dunbar HS
Mt. Hood Meadows Ski Resort July 2014 - Present
Mt. Hood Meadows Ski Resort August 2012 - June 2014
ClubSport Oregon April 2011 - May 2012
Bank of the West December 2009 - April 2011
Home Builders Foundation 2009 - 2011
Bank of the West June 2007 - December 2009
Bank of the Cascades October 2003 - October 2006
Skills
Marketing, Sales, Customer Service, Real Estate, Fundraising, Consumer Lending, Coaching, Commercial Lending, Budget, Microsoft Office, Business Development, Public Speaking, Sales Management, Leadership, Team Building, Budgets, Event Planning, Marketing Communications, Account Management, New Business Development, Event Management
Education
University of Idaho 1997 — 2001
Bank of the West November 2014 - Present
Charles Schwab July 2009 - Present
Charles Schwab January 2006 - June 2009
Levi Strauss & Co. January 2000 - October 2005
Skills
Financial Analysis, Activity Based Costing, Financial Modeling, Cost Accounting, Cost Planning, Data Validation, Business Process..., Customer Profitability, Product Profitability, Key Driver Analysis, Financial and Business..., Direct and Indirect..., Financial Reporting, Business Objects
Education
University of Michigan 1992 — 1997
Bachelor of Arts (B.A.), Business Administration -- Accounting
Bank of the West November 2013 - Present
Wells Fargo November 2008 - November 2013
JPMorgan Chase April 2005 - November 2008
Skills
Mortgage Lending, Banking, Credit Analysis, Loan Origination, Portfolio Management, Mortgage Banking, Investments, Refinance, Underwriting, Treasury Management, Wealth Management, Financial Analysis, Cross Selling, Cash Management, Finance, Financial Services, Credit Risk, Relationship Management
Education
University of La Verne 2013 — 2015
Business Administration and Management, General
Bank of the West September 2014 - Present
Colorado Remodeling Solutions LLC September 2013 - September 2014
US Bank February 2013 - September 2013
US Bank Home Mortgage February 2011 - February 2013
FDIC Contractor January 2009 - November 2010
Virtual Bank Mortgage 2005 - 2007
NexGen Lending 2003 - 2005
Broker Funding Solutions 2002 - 2003
Citicorp Mortgage 1994 - 2000
Bank United 1990 - 1994
Skills
Sales Management, Team Building, New Business Development, Mortgage, Retail, Banking, Underwriting, Mortgage Lending, Conventional, FHA, VA, Credit, Loan, Wholesale Lending, Loan Workouts, Fraud Investigations, Commercisal Loan Review, Loans, Fraud, Management, Sales, Refinance, Mortgage Banking, Residential Mortgages, Government Loans, FHA financing, Loan Origination, Commercial Lending, USDA, Construction Loans, VA loans, Loan Servicing, Reverse Mortgages, Mortgage Underwriting, Credit Analysis, Home Equity Loans, Consumer Lending, Certified Mortgage..., Commercial Mortgages, Lines Of Credit, Credit Risk, Mortgage Marketing, Loss Mitigation, Real Estate Financing, Mortgage Servicing, Commercial Banking, Finance, Small Business Lending, Asset Management, Financial Structuring
Education
University of Iowa 1966 — 1969
Wayne State College 1965 — 1966
Bank of the West January 2008 - Present
Comerica Bank June 2004 - January 2008
Skills
Commercial Banking, Commercial Real Estate, Credit Analysis, Mortgage Lending, Commercial Lending, Loans, Portfolio Management, Underwriting, Small Business Lending, Commercial Mortgages, Loan Origination, Credit, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, Banking, Investments, Finance
Education
University of Michigan-Flint 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Bank of the West March 2015 - Present
MidSouth Bank August 2013 - March 2015
Pinnacle Bank November 2008 - August 2013
Liberty Bank December 1986 - April 2008
Skills
Commercial, Real..., Management, Risk Management, Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Mortgage Lending, Portfolio Management, Financial Analysis, Consumer Lending
Education
Globe College of Business
University of Minnesota-Twin Cities
Kentwood City Properties April 2012 - Present
Bank of the West August 2010 - April 2012
Bay Life Real Estate April 2008 - December 2010
LaBram Homes, Inc January 2003 - December 2008
Education
University of Florida 1997 — 2002
Bachelor of Science, Advertising
VITAL Financial Services September 2015 - Present
Regions Financial Corporation April 2013 - September 2015
Bank of the West February 2011 - April 2013
Valley Bank May 2005 - February 2011
First American Bank June 2003 - May 2005
US Bank February 1997 - June 2003
Wells Fargo Financial Leasing, Inc. August 1995 - February 1997
Skills
Financial Risk, Commercial Banking, Commercial Lending, Financial Reporting, Loans, Consumer Lending, Banking, Financial Analysis, Cross Selling, Portfolio Management, Lines Of Credit, Small Business Lending, Credit Analysis, Loan Origination, Leadership, Mortgage Lending, Underwriting, Retail Banking, Credit, Management
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance
Bank of the West September 2014 - Present
Bank of the West December 2013 - August 2014
JPMorgan Chase May 2007 - November 2013
JPMorgan Chase July 2003 - April 2007
Bank One, N.A. May 2001 - June 2003
Bank One, N.A. July 1998 - April 2001
Skills
Banking, Risk Management, Due Diligence, Financial Services, Corporate Governance, Fraud, Consumer Banking..., Marketing Reviews, Loans, Loan Documentation, Collateral Perfection
Education
University of Dayton School of Law 1995 — 1998
J.D., Law
Whittier College 1991 — 1995
B.A., Business Administration
Mary Kay May 2010 - Present
Bank of the West May 2004 - February 2011
Skills
Customer Service, Team Building, Coaching
Education
University of Minnesota-Twin Cities 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Woodbury High School
Beachbody March 2015 - Present
Dish Network December 2012 - September 2014
Navy Federal Credit Union June 2011 - December 2012
Wells Fargo Bank March 2011 - June 2011
Bank of the West May 2010 - December 2010
AEGON January 2010 - May 2010
Skills
Microsoft Excel, Auditing, Accounting, Tax, Customer Service, Microsoft Word, Account Reconciliation, Time Management, Analysis, Loans, Retail Banking, Microsoft Office, PowerPoint, Finance, Financial Reporting, Financial Accounting, Sales, GAAP, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Accounting and Finance w/ Risk Management and Insurance Certificate
Bank of the West June 2012 - Present
Bank of the West February 2008 - June 2012
Sears Holdings Corporation June 2006 - June 2009
Bank of the West February 2005 - February 2008
Bank of the West October 2002 - January 2005
Bank of the West January 2002 - October 2002
Bank of the West October 1999 - January 2002
Bank of the West November 1997 - October 1999
Super 8 January 1998 - March 1999
Federal Beef June 1997 - December 1997
Skills
Access Database, Appian, Microsoft Office, Accounting, Financial Reporting, Visual Basic, Sequel, Automation, Microsoft Excel, Microsoft Word, Compliance, Auditing, Visio, Dairy, Farm Equipment, Residential Roofing, Construction, Item Processing, Proof, Computer Hardware, Consumer Lending, General Ledger, Typing, 10 Key, Cash Flow, Finance, Budgets, Farming, Fencing, Arc Welding, MIG welding, Oxy-acetylene, Beef Cattle, Swine
Education
University of Minnesota-Crookston 1993 — 1997
BS, Agricultural Business and Management
Battle Lake Public School 1980 — 1993
AAA of Northern California, Nevada, and Utah 2013 - Present
Bank of the West 2008 - 2012
Wachovia bank (acquired by Wells Fargo) 2007 - 2008
World Savings (acquired by Wachovia) 2006 - 2007
Intel Corporation 2005 - 2006
The Goodyear Tire & Rubber Company, Concord, CA 2003 - 2005
The Goodyear Tire & Rubber Company, Concord, CA 2001 - 2003
The Goodyear Tire & Rubber Company 2000 - 2001
The Goodyear Tire & Rubber Company 1997 - 1999
The Goodyear Tire & Rubber Company 1995 - 1997
Skills
Segmentation, Cross-functional Team..., Competitive Analysis, Strategic Planning, Customer Insight, Business Process..., Multi-channel Retail, Forecasting, Analytics, CRM, Sales, Customer Satisfaction, Market Research, Leadership, Business Development, Product Management, Marketing Strategy, Strategy, Sales Operations, Analysis, Investments, Management, Advertising, Selling, Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1983
MBA, International Business
University of Aston Management Centre, Birmingham, England 1977 — 1981
BS, Marketing
Eastern Market Corporation August 2011 - Present
Detroit Revitalization Fellowship Program August 2011 - July 2013
Civic Enterprise Associates LLC September 2008 - June 2011
City of Los Angeles Planning Department July 2008 - December 2008
University of Southern California January 2008 - April 2008
Los Angeles County Metropolitan Transportation Agency May 2007 - November 2007
Community Redevelopment Agency of the City of Los Angeles February 2007 - May 2007
University of Southern California October 2006 - April 2007
Comerica Bank February 2003 - August 2005
Bank of the West September 2001 - November 2002
Skills
Program Management, Project Planning, Economic Development, Budgets, Grants, Redevelopment, Process Improvement, Forecasting, Urban Planning, Environmental Awareness, Finance, Community Development, Land Use Planning, Public Policy, Land Use, Policy Analysis, Community Outreach, Zoning, Sustainability, Comprehensive Planning
Education
University of Southern California 2006 — 2008
Master of Planning, Urban Planning - Transportation and Land Use
University of Detroit Mercy 1997 — 2001
Bachelor of Science, Business Administration
Bank of the West February 2015 - Present
Bank of America December 2013 - December 2014
Nike April 2013 - October 2013
Skills
Community Outreach, Leadership, Research, Grant Writing, Community Development, Program Development, Nonprofits, Volunteer Management, Fundraising, Program Evaluation, International..., Data Analysis, Public Speaking, Teaching, Policy Analysis, Grants, Event Planning, Higher Education, Youth Development
Education
University of Southern Maine 2011 — 2013
Graduate Certificate, Muskie School of Public Service: Community Planning and Development
University of Maine at Farmington 2005 — 2009
BA, Business Economics
Tata Consultancy Services May 2015 - Present
BankUnited May 2014 - April 2015
Msquared Consulting (USA) November 2013 - May 2014
Bank of the West October 2012 - November 2013
Westpac November 2009 - October 2012
St George Bank July 2001 - November 2009
Computer Sciences Corporation November 1995 - February 2001
Compuware February 1993 - November 1995
Chevy Chase Bank December 1982 - July 1990
Skills
SDLC, Business Analysis, Stakeholder Management, Solution Architecture, Requirements Analysis, Business Requirements, Project Delivery, Requirements Gathering, Banking, Retail Banking, User Acceptance Testing, Integration, Vendor Management, Business Architecture, Functional..., IT Strategy, Risk Management, Business Process..., IT Management, Project Portfolio..., Financial Risk, Financial Services, Governance, PMO, Resource Management, SOA, Business Process, Business Process Design, Business Process..., Systems Analysis, Data Warehousing, Business Transformation, Core Banking, Information Technology, Data Migration, Business Intelligence, Internet Banking, Software Project..., Gap Analysis, Visio, Data Modeling, Quality Center, PMP, IT Service Management
Education
University of Maryland College Park 1990 — 1992
MBA, Information Systems
University of Maryland College Park 1982 — 1988
BSChE, Chemical Engineering
University of Maryland College Park 1982 — 1988
BS, Biochemistry
Northwestern University, Feinberg School of Medicine January 2015 - Present
Northwestern University, Feinberg School of Medicine November 2012 - January 2015
Northwestern University July 2011 - January 2013
Northwestern University September 2007 - July 2011
Transport Publishing June 2007 - July 2007
University of Chicago CUIP November 2006 - June 2007
Bank of the West July 2002 - July 2006
Skills
Grants, Research, Editing, Grant Writing, Analysis, Higher Education, Microsoft Office, Administration, Strategic Planning, Grant Administration, Training, Photoshop, Social Media, Non-profits, Adobe Creative Suite, Public Speaking, Data Analysis, Fundraising, Microsoft Excel, Nonprofits, Oracle, Strategic Thinking, Adobe Professional, Organizational..., Team Management, Excel, Fund Accounting, Budgeting, PowerPoint, Writing, Proposal Writing, Program Development, Management, Leadership, Thought Leadership, Report Writing, Reporting & Analysis, Annual Budgets
Education
University of Chicago
MA, Humanities (Media Studies)
University of Iowa
BA, English
Nebraska Furniture Mart January 2015 - Present
Bank of the West February 2014 - January 2015
Bank of the West September 2012 - February 2014
Bank of the West June 2012 - September 2012
DOD Community Bank 2010 - 2010
EF Tanning - Sunsation Dimond January 2008 - February 2009
Skills
Retail Banking, Customer Service, Office Administration, Sales, Clerical Skills, Microsoft Office, 10 Key, Office Management, Supervisory Skills, Compliance, Supply Ordering, OS X, Apple Safari, PC, NMLS Licensed, Data Entry, SharePoint, Customer Satisfaction
Education
University of Nebraska at Omaha 2012 — 2014
Business Administration
University of Maryland University College 2009 — 2010
General Studies
Bank of the West September 2006 - Present
community banks 2004 - 2006
Washington Mutual 2002 - 2004
US Bank 1991 - 2002
First Interstate Bank 1981 - 1988
United Bank 1977 - 1981
Skills
Commercial Banking, Small Business Lending, Banking, Loans, Cash Management, Finance, Commercial Lending, Credit Analysis, Lines Of Credit, Credit, SBA, Commercial Mortgages, Consumer Lending, Treasury Management, Credit Risk, Retail Banking, Loan Origination, Portfolio Management, Mortgage Lending, Asset Based Lending, Private Banking, Underwriting, Cross Selling, Business Development, Funding, Cash Flow, Financial Services, Relationship Management, Commercial Finance, Small Business, Construction Loans, Banking Relationships, Financial Institutions, Financial Analysis, Risk Management, Deposits
Education
Pacific Coast Banking School 1983 — 1985
Graduate Program, Graduate Banking
Elgin High School
University of Denver
Mass Communications/Business
Bank of the West April 2012 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
US Trust, Bank of America Private Wealth Management January 1980 - March 2009
Skills
Wealth Management, Series 7, Finance, Portfolio Management, Uniform Combined State..., Wealth Management..., Investment Advisory, Securities, Certified Financial..., Mutual Funds, Investment Management, Series 63, Financial Advisory, Retirement Planning, Private Banking, Strategic Financial..., Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning, Series 66, CA Dept. of Insurance...
Education
UC Davis Extension, Sacramento, CA 2008 — 2009
Certification in Personal Financial Planning Program, Personal Financial Planning
University of Florida 1975 — 1979
Bachelor of Science in Business Administration, Accounting and Finance
William Blair & Company May 2015 - Present
Paine & Partners July 2014 - August 2014
Angkor Strategic Advisors June 2014 - July 2014
RWTA Cetera Advisors May 2013 - August 2013
Bank of the West May 2012 - May 2012
West Coast Athletic Clubs June 2010 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
Head-Royce School 2008 — 2012
Paradise Bank November 2012 - Present
Keller Williams Elite Realty December 2011 - September 2012
Bank of the West January 2010 - September 2011
Independent Bank of Texas June 2008 - November 2009
Millennium State Bank of Texas January 2005 - May 2008
Skills
Vietnamese, Underwriting, Commercial Lending, Contract Negotiation, Consultation
Education
University of Houston-Downtown 1999 — 2001
Bachelor of Business Administration, Finance
Bank of the West December 2011 - Present
Visa October 2009 - November 2011
Charles Schwab January 1998 - December 2008
Bankers Trust Company 1989 - 1997
Education
University of Michigan
BBA
University of Pennsylvania - The Wharton School
MBA
Bank of the West April 2014 - Present
Northern California Oracle Users Group January 2014 - January 2015
Blue Shield of California July 2011 - March 2014
Northern California Oracle Users Group January 2013 - December 2013
Standard Insurance Company November 2009 - July 2011
IFMC February 2009 - November 2009
Qualcomm November 2006 - January 2009
IFMC April 2006 - November 2006
IBI Group November 2000 - April 2006
Skills
PMP, Oracle RAC, Application Servers, Business Objects, Oracle Enterprise..., Business Intelligence, Data Warehousing, Oracle, Disaster Recovery, Enterprise Software, Netezza, SDLC, Database Design, Software Development, Business Analysis, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, ETL, Solaris, Performance Tuning, Oracle E-Business Suite, Data Migration, Data Modeling, RMAN, Linux
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Toronto 1999 — 2006
BS, Computer Science
University of Toronto 1991 — 1994
MASc, Environmental Engineering
Indian Institute of Technology (BHU) Varanasi 1987 — 1990
MTech, Geotechnical Engineering
Indian Institute of Technology (BHU) Varanasi 1982 — 1986
BTech, Civil Engineering
Truckee Donner Public Utility District June 2015 - Present
Truckee Donner Public Utility District October 2012 - Present
Truckee Donner Public Utility District December 2005 - October 2012
Tahoe Truckee Community Foundation September 2001 - December 2005
Bank of the West November 1996 - February 1999
Squaw Valley Ski Corp November 1991 - April 1996
Network Equipment Technologies September 1988 - May 1991
Tymnet February 1987 - August 1988
Skills
Data Cleaning, Small Business, Customer Service, Budgets, Strategic Planning, Team Building, Coaching, Entrepreneurship, Operations Management, Leadership, Team Leadership, Nonprofits, Process Improvement, Healthcare, Risk Management, Management, Start-ups, New Business Development, Marketing Strategy, Microsoft Excel, Microsoft Office, Research, Sales, Project Management, Public Speaking, Training, Management Consulting, Business Strategy, Supervisory Skills, Project Planning, Engineering, Cross-functional Team..., Public Relations, Marketing, Program Management, Smart Metering, Ski, Leadership Development
Education
University of Maryland College Park 1981 — 1986
Bachelor of Science, Electrical Engineering
Self July 2014 - Present
Bank of the West November 2013 - Present
Commercial Credit Services Group November 2012 - November 2013
CNH Capital 2007 - 2012
PEOPLES CAPITAL AND LEASING, INC January 2006 - January 2007
THE CIT GROUP January 2002 - January 2006
CITICAPITAL COMMERCIAL CORPORATION formerly (The Associates) January 1998 - January 2002
Bombardier Capital, Inc. January 1990 - January 1998
CHRYSLER FIRST WHOLESALE CREDIT January 1987 - January 1990
Borg Warner Acceptance Corp January 1980 - January 1987
Skills
•The Associates..., •Karrass Negotiating..., •Sales and Management..., •Dale Carnegie Sales..., Credit and Financial..., Sales and Presentation..., Dealer/Vendor and..., Workouts/Refinances/Exte..., National and Regional..., High-Level Relationship..., Negotiation, Sales Operations, Sales, Credit, Forecasting, Business Development, Finance, training, Retail, Customer Satisfaction, Training, Financial Services, Pricing, Banking, Credit Analysis, Business Planning, Insurance, Commercial Lending, Portfolio Management, Relationship Management, Loans, Financial Analysis
Education
University of Minnesota-Twin Cities 1976 — 1978
Sociology
Bloomington Lincoln High School 1973 — 1975
Universtiy of Minnesota
U.S. Bank 2014 - Present
Rebuilding Together San Francisco October 2013 - Present
Bank of the West 2012 - 2013
Wells Fargo 2006 - 2011
California State Automobile Association 2005 - 2006
Blue Shield of California 2005 - 2005
United Parcel Service, UPS Supply Chain Solutions Unit 1999 - 2004
United Parcel Service, UPS Supply Chain Solutions Unit, San Francisco, CA 1999 - 2004
SoftMed Systems, Inc. 1996 - 1999
Skills
SDLC, Business Analysis, Agile Methodologies, Salesforce.com, Business Process, Web Applications, Scrum, Waterfall, Salesforce.com..., Salesforce.com..., Salesforce.com..., Integration, Business Requirements, Requirements Gathering, User Acceptance Testing, Requirements Analysis
Education
University of Delaware
BS, Enconomics
Tasa Mortgage August 2014 - March 2015
Bank of the West May 2013 - July 2014
Bank of America April 2009 - November 2012
RPM Mortgage November 2005 - June 2008
Wells Fargo May 2000 - November 2005
Bank of America 1995 - 2000
Bank of America 1993 - 1995
1st Nationwide Bank 1990 - 1993
First Deposit (Providian) 1987 - 1990
Skills
Banking, Change Management, Marketing, Online Advertising, Marketing Strategy, Management, Digital Marketing, Cross-functional Team..., Leadership, Sales
Education
University of Michigan 1975 — 1978
DLC August 2013 - Present
Bank of the West May 2010 - June 2013
Mowat Mackie & Anderson LLP July 2009 - April 2010
Deloitte November 2004 - May 2009
Northern Trust June 1998 - November 2004
Skills
Sarbanes-Oxley, Revenue Recognition, Internal Controls, General Ledger, QuickBooks, SEC filings, Accounting, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, GAAP, Microsoft Excel, Internal Audit, Financial Statements, Financial Analysis, Auditing, Account Reconciliation, Journal Entries, SEC Filings
Education
University of Illinois at Chicago 1993 — 1998
Bachelor of Science, Accounting
Farmers Insurance June 2013 - Present
Bank of the West January 2006 - July 2013
Community First Bank August 2002 - December 2005
Wells Fargo Home Mortgage January 2000 - July 2002
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, VA loans, FHA, Consumer Lending, Residential Mortgages, Commercial Lending, Refinance, Small Business Lending, Construction Loans
Education
University of Minnesota-Twin Cities 1973 — 1977
Bachelor's Degree, Industrial and Organizational Psychology
Bank of the West November 2014 - Present
Barclays Capital May 2010 - October 2014
UBS Investment Bank November 1992 - May 2010
Napoli & Associates January 1991 - October 1992
Pacific Stock Exchange January 1990 - January 1991
Skills
IT Strategy, Enterprise Architecture, Integration, CRM, Program Management, Change Management, Project Management, Enterprise Software, Analysis, Investment Banking, XML, Capital Markets, Derivatives, Business Analysis, Architectures, Securities, Trading, Master Data Management, Data Analysis, SDLC, Risk Management, Trading Systems, Requirements Gathering, Software Project..., Requirements Analysis, Vendor Management, Business Intelligence, Solution Architecture, IT Management, Data Warehousing, Business Process, Data Modeling, Information Technology, Strategy, Application Architecture, SQL, Business Process..., Agile Project Management, Databases, AML, Back Office, Agile Methodologies, Project Delivery, Database Design, Software Development, Sybase
Education
University of Michigan 1985 — 1989
B.A., Economics, History, Political Science
Bank of the West June 2015 - Present
EY February 2015 - June 2015
Citi May 2006 - December 2014
Jefferson Wells August 2004 - April 2006
AIG July 2001 - April 2004
PwC September 1997 - March 2001
UPS October 1988 - August 1997
United States Marine Corps October 1980 - October 1988
Skills
Internal Controls, Enterprise Risk..., Risk Management, Project Management, Internal Audit, Sarbanes-Oxley Act, Business Process..., Information Security, Financial Risk, PeopleSoft, Strategic Financial..., Management Consulting, Program Management, IT Audit, PMO, Auditing, Business Process, Management, Enterprise Software, Financial Services, ERP, Portfolio Management, Process Improvement, Banking, Operational Risk..., Operational Risk, Finance, Strategy, Analysis, Cross-functional Team..., Leadership, Financial Analysis, Governance, Business Analysis, Vendor Management, Accounting, Financial Reporting, Information Technology, Change Management
Education
University of Maryland University College 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland College Park 1988 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Meade Senior High 1978 — 1980
Allstate 2012 - Present
Bank of the West May 2010 - April 2012
East West Bank August 2008 - April 2010
Chinatrust Bank December 2004 - September 2008
Chinatrust Commercial Bank April 2002 - December 2004
KG Nextvision June 2000 - March 2002
Skills
PowerPoint, Insurance, Management, Life Insurance, Customer Service, Sales, Health Insurance, Negotiation, Financial Services, Financial Analysis, Banking, Portfolio Management, Underwriting, Risk Management, Credit, Finance, Investments
Education
University of Connecticut
International Business
Bank of the West July 2015 - Present
BMO Harris Bank December 2011 - July 2015
BMO Financial Group December 2010 - December 2011
Harris Bank February 2008 - December 2010
Bank of America (f/k/a LaSalle Bank) May 2005 - February 2008
Cystic Fibrosis Foundation 2004 - 2005
Skills
Integrated Marketing, Banking, Marketing, Marketing Communications, Acquisition Integration, Direct Marketing, Relationship Management, Marketing Strategy, Portfolio Management, Internal Communications, Commercial Banking, Loans, Financial Services, Credit, Strategy, Retail Banking, Integration, Customer Acquisition
Education
University of Illinois at Chicago 2003 — 2005
Bachelor's Degree, Broadcast and Media Communications
UTi Worldwide July 2014 - Present
First Tech Federal Credit Union September 2012 - June 2014
Tektronix March 2011 - August 2012
Bank of the West September 2010 - February 2011
Skills
Process Improvement, Credit, Accounts Receivable, Microsoft Excel, Credit Analysis, Customer Service, Financial Analysis, Risk Management, Outlook, Management, Microsoft Office, Team Building, Microsoft Word, Call Centers, Account Management, Training, Payments, Strategic Planning, Credit Risk, Credit Cards, Team Leadership, Portfolio Management, Financial Services, Account Reconciliation, General Ledger, Public Speaking, Coaching
Education
University of Illinois at Urbana-Champaign 1985 — 1990
Speech Communication
- 2011 - Present
Opus Bank July 2013 - March 2015
Bank of the West 2009 - 2011
Fremont Investments 2007 - 2009
Fremont Investments 2005 - 2007
Aames Capital 2004 - 2005
Aames Capital 2002 - 2004
Skills
Financial Planning &..., Fin and Operating..., Portfolio Analysis, ALLL, Strategic Business..., Financial Modeling, Financial Data..., Portfolio Management, Business Analysis, Financial Analysis, Mortgage Banking, Comprehensive Capital..., Financial Reporting, Strategic Financial..., Credit, Credit Risk, Management, Leadership, Analysis, Banking, Loans, Risk Management, Finance
Education
University of La Verne 2003 — 2005
MBA, Finance
University of La Verne 2000 — 2003
Bachelor of Arts (BA), Accounting and Finance
Bank of the West July 2013 - Present
Bank of the West June 2013 - July 2013
Genworth Financial Wealth Management March 2012 - March 2013
PMI Mortgage Insurance Co. September 2006 - March 2012
Wells Fargo Merchant Payment Solutions September 2005 - September 2006
PMI Mortgage Insurance Co. June 2002 - July 2005
Bank of America January 1998 - April 2002
Pacific Bell December 1996 - November 1998
TRW Enterprise Solutions December 1992 - October 1996
Skills
Data Warehousing, Analysis, Business Intelligence, SDLC, Cognos, Business Requirements, Report Design..., Group Facilitation, Report Design, Business Analysis, Software Documentation, Requirements Analysis, Workshop Facilitation, Cross-functional Team..., Management, ETL, Quality Assurance, Software Development, Enterprise Architecture, Project Management, Enterprise Software, SharePoint, Banking, Governance
Education
University of Hawaii at Manoa
BBA, Personnel and Industrial Relations
Bank of the West March 2015 - Present
Applewood Business Association 2010 - Present
SP business Finance Consultants January 2009 - Present
Erica and the Honey Badgers and Plum Jazz August 2007 - Present
US Bank December 2009 - 2015
Ministers of Swing 2004 - September 2012
Mile High Banks NA December 2005 - November 2009
Aimee Bushong Band August 2003 - November 2009
Peak National Bank March 2005 - December 2005
Pueblo Bank & Trust August 2003 - March 2005
Skills
Training/Mentoring, Team Leadership, Sales Improvement, Small Business Lending, Commercial Banking, Guitarist, Leadership, Banking, Loans, Real Estate, Management, Finance, Retail Banking, Budgets, Commercial Real Estate, Credit, Investments, Sales, Sales Effectiveness, Managerial Finance, Strategic Planning, Customer Service, Coaching, Mortgage Lending, Commercial Lending, Financial Services, Business Development, Risk Management
Education
University of Denver - Daniels College of Business 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Western State Colorado University 1982 — 1984
MA, Music: Theory & Composition
Western State Colorado University 1978 — 1982
BA, Music: Theory & Composition, Art: Painting Drawing & Design
Bear Creek High School 1973 — 1977
Umpqua Bank April 2015 - Present
Bank of the West June 2014 - Present
Bank of the West December 2010 - Present
PricewaterhouseCoopers August 2006 - November 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Internal Controls, Auditing, CCAR, Stress Testing, Capital Management, DFAST, CapPR
Education
University of Southern California - Marshall School of Business 2005 — 2006
Masters, Accounting
University of Michigan 1999 — 2003
Bachelors, Economics
ASIJ 1995 — 1999
HUB International August 2015 - Present
BW Insurance Agency, Inc September 1997 - July 2015
Bank of the West December 2004 - April 2006
Community Frist Technologies, Inc. 1997 - 2004
Skills
Senior Management, IT and System Management, Project Management, Budget Planning, Merger and Acquisition, Vendor Management, Enterprise Systems..., Operations and Process..., Process Efficiency, Process Control, Compliance Regulations, Administration, System Administration, Mergers, Executive Management, Budgets, Process Improvement, Management, IT Management, Mergers & Acquisitions, Leadership, Risk Management, Information Technology, Banking, Operations Management, Financial Services, Insurance, Business Analysis, Credit
Education
Jamestown College 1985 — 1989
BA, Busines Administration and Mathematics
Summit Group Software November 2014 - Present
Eagle Creek Software Services October 2011 - November 2014
Theodore Roosevelt Medora Foundation November 2010 - October 2011
Bank of the West August 2010 - August 2010
Jamestown College August 2006 - June 2010
Maurices May 2007 - May 2010
Jamestown Area Chamber of Commerce October 2008 - May 2009
Skills
SQL, Java, Microsoft Office, CSS, Oracle, Photography, HTML, Web Development, Databases, Photoshop, Graphic Design, Eclipse, XML, Windows, Web Design, Graphics Software, Dreamweaver, Microsoft SQL Server, Database Design, Presentation Development, Presentation Design, Oracle Applications, PHP, Crystal Reports, XHTML, SpringSource, Oracle SQL, Management
Education
University of Jamestown 2006 — 2010
Bachelors degree, Information Technology
Lincoln International July 2015 - Present
Lincoln International April 2014 - August 2014
Duff & Phelps January 2014 - March 2014
Illinois Business Consulting April 2012 - January 2014
Angkor Strategic Advisors July 2013 - August 2013
Bank of the West June 2013 - July 2013
Tessera June 2010 - August 2010
Skills
SQL, Capital IQ, Crystal Ball, Visual Basic, Matlab, Bloomberg, Investment Banking, PowerPoint, Analysis, Public Speaking, Finance, Microsoft Office, Portfolio Management, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2014
Bachelor of Science (BS), Finance
Lynbrook High School 2007 — 2011
BNP Paribas 2010 - Present
Bank of the West 2014 - Present
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
University of Delaware
Bachelor’s Degree
UMB Bank August 2015 - Present
Vectra Bank Colorado December 2006 - August 2015
Bank of the West April 2005 - December 2006
BBVA Compass May 1999 - April 2005
BBVA Compass October 1997 - May 2002
Office of the Comptroller of the Currency February 1993 - October 1997
Union National Bank May 1989 - February 1993
Central Bank August 1987 - May 1989
Skills
Banking, Commercial Lending, Loans, Private Equity, Credit Analysis, Finance, Small Business Lending, Credit, Portfolio Management, Commercial Banking, Branch Banking, Corporate Finance, Mergers & Acquisitions, Loan Origination, Mergers, Financial Analysis, Investment Banking, Accounts Receivable, Asset Based Lending
Education
University of Louisiana at Monroe 1984 — 1989
BBA, Finance and Commercial Banking
Western States Bank June 2013 - March 2015
Bank of the West February 2010 - June 2013
BBVA Compass 2002 - 2007
Skills
Relationship Management, Commercial Real Estate, Small Business, Portfolio Management, Cross Selling, Finance, Branch Banking, Business Development, Management, Refinance, Underwriting, Investments, Loans, Human Resources, Commercial Banking, CRM, Loan Origination, Risk Management, Mortgage Banking, Cash Management, Credit, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending
Education
St Leo College 1997 — 1998
Bachelors Degree, Business Management
University of Florida 1995 — 1997
Business Management
Wells Fargo April 2015 - Present
Wells Fargo February 2015 - April 2015
Wells Fargo September 2012 - February 2015
Bank of the West August 2011 - September 2012
Wells Fargo January 2007 - August 2011
Bank of the West July 2001 - December 2006
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Commercial Lending, Credit Analysis, Small Business Lending, Consumer Lending, Mortgage Lending, Cross Selling, Lines Of Credit, Residential Mortgages, Loan Origination, Learning Management, Training Facilitation, Curriculum Development, Instructor-led Training, Consulting, Project Management, Mortgage Banking, FHA, Relationship Management, Financial Services, Underwriting, Refinance, Loan Servicing, Credit Risk, Portfolio Management, Loss Mitigation, Treasury Management, Construction Loans
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
Bachelor of Business Administration (BBA), Marketing
Sprout Pharmaceuticals, Inc. August 2015 - Present
Publicis Touchpoint Solutions July 2013 - July 2015
hibu January 2013 - July 2013
Publicis Touchpoint Solutions February 2012 - December 2012
Bank of the West May 2011 - February 2012
Wells Fargo May 2009 - March 2011
Hertz June 2005 - May 2009
Skills
Banking, Loans, Credit, Mortgage Lending, Relationship Management, Retail Banking, Sales, Cross Selling, Customer Service, Commercial Banking, Sales Management, Mortgage Banking, Customer Engagement, Account Management, Leadership, Management, Cold Calling, Sales Operations, Team Building
Education
University of Iowa 2000 — 2004
Bachelor of the Arts, Journalism
University of Iowa 2000 — 2004
Bachelor of the Arts, Health Studies
Silicon Valley Bank June 2015 - Present
Visa June 2014 - August 2014
Consult Your Community December 2013 - May 2014
Bank of the West December 2013 - January 2014
Bank of the West (Member BNP Paribas Group) June 2013 - August 2013
Kumon July 2012 - January 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Public Speaking, Social Media, Social Networking, Time Management, Microsoft Word, Outlook, PowerPoint, Facebook, Teamwork, Access, Financial Analysis, Matlab, Bloomberg Software, Thomson Reuters Eikon, SAS Programming, Visio, Visual Basic, SQL, CRSP, Compustat, Morningstar, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor of Science (B.S.) in Finance and Information Systems
STEELE Fitness August 2015 - Present
Coyote Logistics August 2014 - August 2015
Perfect World Training May 2014 - August 2014
University of Minnesota Recreation and Wellness January 2014 - August 2014
University of Minnesota Recreation and Wellness August 2013 - August 2014
E.W. Wylie Corporation July 2012 - August 2013
E.W. Wylie Corporation December 2012 - February 2013
Saints Sports Academy January 2012 - May 2012
St. Paul Saints Baseball May 2011 - August 2011
Bank of the West March 2010 - August 2010
Skills
Sports Management, Sports Marketing, Microsoft Word, Microsoft Excel, Customer Service, Account Management, CRM databases, Time Management, Sales, Teamwork, Logistics, Project Planning, Cold Calling, Management, Leadership, Social Media, PowerPoint, Event Planning, Public Speaking, Microsoft Office, Team Building, Marketing, Social Media Marketing, Transportation, Social Networking, Inventory Management, Operations Management, Team Leadership, Negotiation, Sports, Logistics Management, Supply Chain, Supply Chain Management, 3PL, Transportation..., Sales Operations, New Business Development, Freight, Facebook, Shipping, Sales Management, Event Management, Training, Strategic Planning, Research, Coaching, Marketing Strategy
Education
University of Minnesota-Twin Cities 2013 — 2015
Master of Education (M.Ed.), Applied Kinesiology: Sports Exercise Science
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Science, Sports Management
US Bank, The Private Client Reserve July 2015 - Present
Guaranty Bank and Trust Company January 2015 - July 2015
Guaranty Bank and Trust Company September 2013 - July 2015
Bank of the West November 2011 - September 2013
Bank of the West March 2008 - November 2011
Pendleton Friedberg Wilson & Hennessey February 2006 - February 2008
Skills
Wealth Management, Tax, Estate Planning, Succession Planning, Probate, Fiduciary Risk..., Trust Services, Fiduciary Management, Probation, Commercial Lending, Loans, Risk Management, Small Business Lending, Retirement Planning, Credit, Investment Management, Trusts, Banking, Financial Advisory, Finance, Financial Planners, Estate Administration, Financial Services, Small Business, Portfolio Management, Securities, Wealth Management..., Private Banking, Mutual Funds, High Net Worth..., Financial Planning
Education
Pacific Coast Banking School 2012 — 2014
University of Denver Graduate Tax 2003 — 2005
Masters of Law, Taxation
University of Denver - Sturm College of Law 2002 — 2005
JD, L.LM Taxation
University of Oregon 1992 — 1996
BS, Public Planning and Policy Management
Mountain View Bank of Commerce July 2013 - Present
Bank of Estes Park June 2011 - June 2013
Mountain View Bank of Commerce December 2006 - May 2011
Bank of the West August 2005 - December 2006
Wells Fargo 2001 - 2003
Skills
Loans, Banking, Commercial Lending, Construction Loans, Credit, Small Business Lending, Real Estate, Underwriting, Business Development, Commercial Banking, New Business Development, Financial Analysis, Credit Analysis, Risk Management, Marketing, Lines Of Credit, Loan Origination, Investments, Commercial Mortgages, Portfolio Management, Asset Based Lending, Finance, Residential Mortgages, Asset Management, Commercial Real Estate, SBA, Treasury Management, Mortgage Lending, Credit Risk, Consumer Lending, Mortgage Banking, SBA 504, Cash Flow Lending, Cash Management, Real Estate Lending, Retail Banking, Refinance
Education
SW Graduate School of Banking 2012 — 2014
SWGSB Class 55, Banking, Junior
University of Denver - Daniels College of Business 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
University of Northern Colorado 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
U.S. Bank April 2014 - Present
U.S. Bank July 2011 - April 2014
Liberty Bank February 2010 - 2011
Bank of the West August 2006 - February 2010
Skills
Banking, Portfolio Management, Process Improvement, Small Business Lending, Commercial Lending, Credit, Underwriting, Loans, Finance, Retail Banking, Credit Analysis, Leadership, Consumer Lending, Financial Services, Credit Cards, Commercial Banking, Loan Origination
Education
University of Iowa 2012 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Finance
Bank of the West April 2015 - Present
Bank of the West June 2014 - March 2015
JPMorgan Chase March 2013 - May 2014
JPMorgan Chase September 2012 - February 2013
JPMorgan Chase June 2011 - August 2012
ERS Group July 2005 - May 2011
Skills
Credit Risk, Modeling,..., Applied Econometrics,..., Analytics, Economic Capital, Economic Research, Financial Risk, Mortgage Lending, Portfolio Management, Forecasting, Financial Modeling, Mortgage Banking, Quantitative Analytics, Economics, Econometrics, Valuation, Banking, Risk Management
Education
University of Minnesota-Twin Cities 1999 — 2005
Doctor of Philosophy (Ph.D.), Economics
Principal Financial Group April 2015 - Present
Principal Financial Group November 2012 - Present
Principal Financial Group November 2012 - April 2015
Bank of the West July 2010 - November 2012
2009-2010 Wells Fargo Bank NA January 2009 - July 2010
2005-2009Enterprise Rent-a-Car January 2005 - January 2009
2004-2005University of Iowa January 2004 - January 2005
Skills
Life Insurance, Business Owner and..., Supplimental Retirement..., Series 63, Series 6
Education
University of Iowa 1999 — 2004
B.A, Philosophy
Gar Woods Restaurant March 2013 - Present
US Bank May 2012 - March 2013
U.S. Bank April 2011 - May 2012
Bank of the West November 2010 - April 2011
Gar Woods Grill & Pier/Caliente Restaurant/Riva Grill on the Lake May 2009 - September 2010
Skills
Branch Banking, Branch Management, Customer Service, 10 Key, Cash Management, Cash Handling Experience, Debit Cards, AML, Accounts Payable, Bookkeeping, Compliance, General Ledger, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
The University of Connecticut 2003 — 2005
Business, Management, Marketing, and Related Support Services
Morris, Manning & Martin, LLP July 2013 - Present
University of Georgia August 2008 - December 2012
Fortson, Bentley, and Griffin, P.A. June 2009 - November 2012
Houston Astros January 2012 - July 2012
Greeneville Astros May 2011 - August 2011
Bank of the West February 2006 - July 2008
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Customer Service, Leadership, Data Analysis, Legal Writing, Marketing, Microsoft Office, Social Media, Six Sigma, Financial Modeling, Finance, Public Speaking, Acquisitions, Real Estate Transactions, Real Estate Development, Real Estate Financing, Real Estate
Education
University of Georgia - Terry College of Business 2009 — 2012
MBA, Business
University of Georgia School of Law 2008 — 2012
JD, Law, Cum Laude
University of Georgia - Terry College of Business 2001 — 2005
BBA, Marketing, Magna Cum Laude
Stratford Academy 1996 — 2001
High School
U.S. Bank January 2014 - Present
U.S. Bank January 2012 - December 2013
U.S. Bank 2008 - 2012
Target 2007 - 2008
Bank of the West 2005 - 2006
Skills
Leadership, Banking, Commercial Banking, Financial Analysis, Customer Service, Credit, Credit Analysis, Loans, Process Improvement
Education
University of Maryland University College 2003 — 2007
Bachelor of Science (BS), Finance, Human Resource Management
Bank of the West September 2012 - Present
Off Track Planet Inc. August 2011 - Present
Hewlett-Packard January 2006 - June 2011
Knightsbridge Solutions LLC January 2004 - December 2006
Skills
SQL, Project Management, Integration, Software Development, Business Analysis, Cloud Computing, Microsoft SQL Server, Management, Java, Requirements Analysis, Travel Writing, Data Warehousing, International Travel, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS), Computer Engineering
Mount Carmel High School - Chicago, IL 1995 — 1999
OakStar Bank June 2012 - Present
North Point Church March 2009 - May 2012
BancorpSouth April 2007 - March 2009
Enactus - formerly known as SIFE 2006 - 2007
Bank of the West May 2002 - June 2006
Commercial Federal Bank 2002 - 2004
Skills
Highly detail oriented, Leadership Development, Highly motivated..., Team Leadership, Human Resources, Strategic Planning, Sales, Business Networking, Social Media, Cross-functional Team..., Customer Service, Volunteer Recruiting, Volunteer Management, Public Speaking, Financial Reporting, Board Relations, Marketing Communications, Marketing, Motivation, Training, Leadership, Recruiting, Mortgage Banking, Community Outreach, Mortgage Lending, Refinance, USDA, Small Business Lending, VA loans, First Time Home Buyers, Banking, Budgets, Management, Small Business, Business Development, Investment Properties, New Business Development, Investments, Credit, Fundraising, Nonprofits, Loans, Finance, Team Building
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
Business Management, Marketing, Business Management, Marketing
Clear Creek Amana
Umpqua Bank April 2014 - Present
Sterling Bank August 2010 - Present
Bay Bank 2004 - August 2010
Bank of the West 1997 - 2004
First Interstate/Wells Fargo Bank 1990 - 1997
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Portfolio Management, Credit, Deposits, Cash Management, Credit Analysis, Mergers & Acquisitions, Commercial Mortgages, Banking, Asset Based Lending, Retail Banking, Consumer Lending, Lines Of Credit, Treasury Management, SBA, Loan Origination, Credit Risk, Construction Loans, Mortgage Lending, Cash Flow Lending, Middle Market, Underwriting
Education
Pacific Coast Banking School 2001 — 2003
Certificate, Commercial Banking
NW Intermediate Banking School
Certificate, Commercial Banking
University of Hawaii - Shidler College of Business 1983 — 1986
KeyPoint Credit Union 2014 - Present
Bank of the West 2014 - 2014
First Tech Federal Credit Union 2011 - 2013
Stanford Federal Credit Union 2001 - 2011
Cisco Systems 2000 - 2001
Visa 2000 - 2000
Star One Credit Union 1998 - 2000
AEA Credit Union 1997 - 1998
Skills
Information Technology, Contact Centers, Card Services, Online Services, Product Management, eCommerce, Management, Enterprise Risk..., Compliance, Quality Assurance, Operating Budgets, Large Scale System..., Mergers, Process Improvement, Change Management, Loans, Credit, Strategic Partnerships, Risk Management, Mergers & Acquisitions, Business Process..., Marketing, Vendor Management, E-commerce, Credit Cards, Leadership, SDLC, Portfolio Management, Executive Management, Financial Risk, Credit Unions, Business Analysis, Strategy, Banking, Finance, Financial Services, CRM, Strategic Planning, Team Building, Consumer Lending, Marketing Strategy, Payments, Business Strategy, Start-ups, Financial Analysis, Analysis, Business Development, Program Management, Business Planning, Internet Banking
Education
University of Illinois at Chicago 1986 — 1992
BS, Management
KPMG July 2013 - Present
KPMG August 2011 - July 2013
KPMG June 2010 - August 2010
Bank of the West November 2009 - May 2010
AEGON May 2009 - August 2009
Vanity August 2005 - May 2009
Skills
CPA
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Savio House August 2014 - Present
Children's Hospital Colorado September 2013 - June 2014
Tennyson Center for Children August 2010 - March 2014
Department of Corrections - Denver Reception and Diagnostic Center September 2012 - June 2013
Bank of the West October 2007 - December 2010
Skills
Customer Service, Mental Health, Conflict Resolution, Community Outreach, Coaching, Public Speaking, Non-profits, Microsoft Office, Leadership Development, PowerPoint, Microsoft Word, Time Management, Teaching, Social Services, Nonprofits, Psychotherapy
Education
University of Denver 2012 — 2014
Master's Degree, Social Work, Graduate
University of Northern Colorado 2004 — 2008
Bachelor of Arts, Psychology
Edward Jones September 2010 - Present
Bank of the West April 2009 - September 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Financial Services May 2010 - Present
Bank of the West June 2013 - January 2015
Chase November 2010 - June 2013
Wells Fargo October 2006 - May 2010
Wells Fargo 2000 - May 2010
Wells Fargo January 2003 - October 2006
Wells Fargo January 2000 - January 2003
Wells Fargo January 1998 - January 1999
Education
University of Idaho 1993 — 1995
B.S, Political Science; Applied Statistics
Philadelphia Union May 2015 - Present
Michigan Sport Business Conference January 2015 - Present
Big Ten Network January 2013 - Present
Michigan Sport Business Conference January 2014 - December 2014
Kansas City Chiefs May 2014 - August 2014
University of Michigan September 2013 - April 2014
Bank of the West May 2013 - August 2013
U-TOUCH July 2011 - August 2011
Silver Gate Elementary School January 2011 - February 2011
Skills
Social Media, Corporate Partnership..., Public Speaking, Photoshop, Public Relations, PowerPoint, Marketing, Microsoft Word, Research, Social Networking, Sports Marketing, Microsoft Excel, Data Analysis, Prezi, Challenge Driven, Technical Writing
Education
University of Michigan 2012 — 2016
Bachelor of Arts (B.A.) Sports Management, Minor in Economics
High Tech High International 2008 — 2012
High School Diploma
Bank of the West June 2014 - Present
Wells Fargo Bank January 2008 - May 2014
Wells Fargo January 2008 - July 2009
Cougar Mountain Software June 2007 - January 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Refinance
Education
University of Idaho 2001 — 2006
Bachelor of Arts (BA), Political Science and Government
Bank of the West Project Manager/ComplianceBank of the West2004 - Present
Education
University of La Verne 1997 — 1999
Bank of the West January 2009 - Present
Washington Mutual 2008 - 2009
Kaiser Permanente January 2006 - July 2007
Visa USA 1996 - 2005
Education
University of Illinois at Urbana-Champaign
BS, Mathmatics
University of Michigan
MBA, Marketing
Bank of the West November 2012 - Present
Select Staffing July 2010 - November 2012
Irwin Home Equity March 2005 - August 2008
Irwin Home Equity July 2000 - March 2005
Irwin Home Equity November 1996 - July 2000
Skills
Process Improvement, SDLC, Mortgage Lending, Cross-functional Team..., Business Analysis, Project Management, PMO, Credit, Integration, CRM, Management, Leadership, Vendor Management, Risk Management, Software Documentation, Team Leadership, Quality Assurance, Enterprise Software, Human Resources, Analysis, Talent Management
Education
University of Hawaii at Manoa
Bachelor of Arts, Economics
Bank of the West June 2011 - Present
HSBC Card and Retail Services June 2005 - May 2011
Wells Fargo Bank April 1996 - February 2005
First Interstate Bank January 1984 - March 1996
Skills
Credit Cards, Segmentation, Customer Retention, Management, Banking, CRM, Credit, Direct Marketing, Marketing Strategy, Customer Experience, Customer Service, Call Centers, Database Marketing, Strategy, Customer Acquisition, Program Management, Portfolio Management, Marketing
Education
La Martiniere College, Lucknow
University of Lucknow
Bachelor of Science, Chemistry
Lending Club January 2015 - Present
Gymboree December 2011 - January 2015
Bank of the West December 2008 - December 2011
State of Hawaii Insurance Division November 2006 - November 2008
KPMG LLP September 2004 - September 2006
Sato & Yamamoto LLP 1996 - 2000
Skills
Accounting, Financial Analysis, Auditing, Internal Audit, SEC filings, Finance, Financial Accounting, PowerPoint, Financial Reporting, GAAP
Education
University of Hawaii at Manoa 1996 — 2000
BS, Accounting
University of Colorado Anschutz Medical Campus August 2015 - Present
MidwestOne Financial Group June 2008 - July 2015
Bank of the West December 2006 - May 2008
Rockwell Collins May 2007 - August 2007
Skills
Valuation, Budgeting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Analysis, Accounting, Finance, Banking, Lean Six Sigma, Financial Planning, Financial Reporting, Due Diligence, SEC Financial Reporting, Board of Directors..., Corporate Finance, Leadership, Investments, Management, Process Improvement, Customer Service, Microsoft Office, Portfolio Management, Forecasting, Treasury Management, Accounts Payable &..., Risk Management
Education
University of Iowa 2004 — 2008
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Finance
Bank of the West April 2005 - Present
Bank of the West/Bancwest Corp. A BNP Paribas Subsidiary 2005 - Present
Chase March 2000 - March 2005
Chase 2001 - 2004
Ladies Professional Golf Tour 1991 - 1997
Skills
Treasury Management, Credit Analysis, Loans, Banking, Retail Banking, Credit, Cash Management, Small Business Lending, Credit Cards, Mortgage Lending, Portfolio Management, Consumer Lending, Relationship Management, Financial Services
Education
Pacific Coast Banking School 2011 — 2013
Graduate, Business Banking
University of Kentucky 1984 — 1988
Charles Schwab July 2015 - Present
Bank of the West January 2013 - July 2015
Blackhawk Network (Subsidiary of Safeway Inc) June 2012 - January 2013
Charles Schwab March 2007 - June 2012
LoganBritton December 2004 - March 2007
Wipro Technologies September 2001 - December 2004
Skills
Teradata, Erwin, Siebel, OBIEE, SQL, Database Management, SQL Server, Data Marts, ETL, Data Warehousing, Data Integration, Data Modeling, Informatica, Data Quality, PL/SQL, Business Intelligence, Master Data Management, Data Governance, Oracle, Analytics, Star Schema, Business Objects, Cognos, Data Warehouse..., Solution Architecture, Dimensional Modeling, Business Intelligence..., Microstrategy, Data Migration, DB2, Databases, Database Administration, Microsoft SQL Server
Education
University of Madras 1993 — 1997
B.E, Electronics & Communication Engineering
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
Bank of the West March 2011 - Present
PNC Financial Services Group July 2010 - March 2011
JPMorgan Chase September 2008 - August 2009
Washington Mutual January 2006 - August 2009
Washington Mutual, Inc. June 2003 - January 2006
Fortun8 Consulting October 2001 - June 2003
Accenture November 1993 - September 2001
Skills
Product Management, Program Management, Vendor Management, Cross-functional Team..., Analytics, Banking, Creativity, Management Consulting, Business Analysis, IT Strategy, Process Improvement, Risk Management, Management, Project Management, Financial Services, Portfolio Management, Forecasting, Finance, Credit Cards, Retail Banking, Budgets, Strategy, Executive Management
Education
Quigley South High School
University of Illinois at Urbana-Champaign
BS, Bioscience
Bank of the West March 2007 - Present
Red D Cash, Inc. July 2003 - December 2006
Commercial Federal Bank March 1999 - July 2003
Northwest Federal Savings Bank March 1996 - March 1999
Education
University of Iowa 1988 — 1992
BBA, Finance
Bank of the West September 2013 - Present
Bank of the West January 2010 - September 2013
Bank of the West May 2008 - January 2010
Wells Fargo 2004 - April 2008
Wells Fargo January 2002 - August 2004
Wells Fargo November 1998 - December 2001
Wells Fargo April 1997 - November 1998
Arjay Telecom January 1996 - April 1997
Ernst & Young November 1993 - July 1995
Skills
Talent Management, Talent Acquisition, Leadership, Management, Human Resources, Deferred Compensation, Recruiting, Banking, Finance, Executive Management, HRIS, Hiring, Vendor Management, Process Improvement, Leadership Development, Mergers & Acquisitions, Training, Enterprise Software, Strategy, Talent Development, Risk Management, Compensation, Diversity & Inclusion, Presentations
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA
University of Toronto 1986 — 1990
B. Comm, Commerce and Finance
Bank of the West August 2014 - Present
Bank of the West September 2010 - Present
Spruce Goose Cleaning Co. LLC August 2004 - Present
Bank of the West June 2002 - July 2004
Sanwa Bank California June 2000 - April 2002
California Cleaning Co. January 1999 - May 2000
United States District Court Central District of California January 1996 - January 1999
Jayco Acceptance Corp January 1992 - January 1996
Sanwa Bank California January 1988 - January 1992
Skills
Loans, Banking, Credit Analysis, Mortgage Lending, Credit, Asset Based Lending, Financial Analysis
Education
University of La Verne 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of the West January 2000 - Present
Home Savings of America 1994 - 2000
Skills
HRIS, Onboarding, Deferred Compensation, Management, PeopleSoft, Human Resources, Performance Management, Talent Acquisition, Applicant Tracking..., Analysis
Education
Mary Washington College
Bachelor's degree
Bank of the West June 2013 - Present
First National Bank of Omaha March 1989 - June 2013
The Electronics CAVE September 1987 - September 1988
Skills
Enterprise Software, Disaster Recovery, Enterprise Architecture, Vendor Management, Data Center, Business Analysis, SDLC, Integration, Virtualization, Security, VMware, Banking, Requirements Analysis, IT Strategy, Information Security, Cisco Technologies, Active Directory, Agile Methodologies, Business Continuity, IT Management, ITIL, Business Intelligence, IT Operations, Software Project..., Citrix, Project Management, Risk Management, Strategic Planning, Retail Banking, Troubleshooting, CISSP, Microsoft SQL Server, Credit Cards, Cloud Computing, Windows Server, Unix, Program Management, Web Services, SOA, Servers, Data Warehousing, Databases, SharePoint, Information Technology, Requirements Gathering, Solution Architecture, Information Security..., Firewalls, PCI DSS, TCP/IP
Education
University of Iowa 1982 — 1987
BS, EE
State Street March 2006 - Present
Logicsoft Inc 2004 - 2008
Bank of the West November 2005 - February 2006
Dept of Health August 2005 - October 2005
State Street December 2004 - August 2005
Francis Kanoi Marketing & Planning Services 2001 - 2002
Francis Kanoi Marketing Planning Services Pvt. Ltd. 2001 - 2002
Education
University of Madras 1998 — 2000
MBA, Marketing
University of Madras 1994 — 1998
BE, Electronics and Communication
Bank of the West February 2011 - Present
North American Banking Company February 2005 - January 2010
Skills
Loans, Banking, Credit, Mortgage Lending, Financial Analysis, Retail Banking, Credit Risk, Commercial Banking, Small Business Lending, Risk Management, Commercial Lending, Customer Service, Credit Analysis, Consumer Lending, Microsoft Excel, Microsoft Office, Loan Origination, PowerPoint, Microsoft Word, Cross Selling, Investments
Education
University of Minnesota-Twin Cities 2001 — 2003
Bank of the West November 2012 - Present
Bank Midwest, N.A. October 2010 - Present
BankFirst October 2005 - January 2009
Compass Bank June 2003 - October 2005
Skills
Banking, Credit, Loans, Treasury Management, Financial Analysis, Accounting, Deposits, Customer Relations
Education
University of Iowa 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Bank of the West December 2012 - Present
Bank of the West January 2010 - December 2012
Bank of the West December 2005 - January 2010
Commercial Federal Bank September 1998 - December 2005
Skills
Banking, Mortgage Lending, Retail, Training, Sales, Mortgage Banking, Customer Service, Leadership, Consumer Lending, Management, Loans, Strategic Planning, Retail Banking, Credit, Commercial Lending, Human Resources
Education
University of Iowa 1987 — 1991
Mechanics Bank April 2013 - Present
Blackstone Realty Group January 2012 - March 2013
Huber I & C (Real Estate Consulting) January 2010 - December 2011
Bank of the West June 2002 - May 2003
Fremont Investment and Loan January 1998 - June 2002
Arthur Andersen 1990 - 1997
Education
University of La Verne
Bachelor of Science, Business Administration
Bank of the West September 2013 - Present
Jonah Bank of Wyoming May 2006 - February 2013
Skills
Strategic Planning, FHA, Customer Service, Process Improvement, Portfolio Management, Loans, Wealth Management, Investments, Mutual Funds, Credit, Strategic Financial..., Financial Analysis, Investment Advisory, Finance, Insurance, Retirement Planning, Asset Allocation, Mortgage Lending, Valuation, Loan Origination, Retirement, Private Banking, Commercial Lending, Credit Analysis, Alternative Investments, Commercial Banking, Small Business Lending, Consumer Lending, Mortgage Banking, Lines Of Credit, Real Estate, Commercial Mortgages, Banking
Education
Harvard Buisness School 1977 — 1979
MBA, Finance
University of Denver 1973 — 1975
B.S.B.A., Managment
Wells Fargo March 2006 - Present
Wells Fargo March 2004 - March 2006
AP Marcom Solutions May 2000 - December 2003
Providian Financial July 1996 - April 2000
A.T. Kearney May 1995 - June 1996
Bank of the West February 1992 - April 1995
National Rural Utilitities Cooperative Finance Corporation March 1989 - November 1991
Skills
Product Management, Product Marketing, Marketing Strategy, Direct Marketing, Marketing, Financial Services, Banking, Analytics, Strategic Planning, Segmentation, Integrated Marketing, Portfolio Management, Online Advertising, Digital Marketing, Cross-functional Team..., Database Marketing, Marketing Communications, Content Strategy, Agile Methodologies, Customer Experience, Direct Mail, Advertising, Management, Strategy, Analysis
Education
University of Maryland College Park 1984 — 1988
BA, Journalism
Wallace, Sandberg & Associates a Platinum financial advisory practice of Ameriprise Financial July 2012 - Present
Bank of the West March 2006 - June 2012
Skills
Business Development, Marketing, Financial Education, Client-focused, Team Management, Relationship Management, Investments, Credit, Banking, Small Business, Consumer Lending, Small Business Lending
Education
University of Iowa 1969 — 1973
Bachelor's degree, English Language and Literature, General
Waterloo Columbus High School 1962 — 1966
SchoolsFirst Federal Credit Union November 2010 - Present
Bank of the West October 2005 - July 2010
Bank of the West October 2005 - July 2010
Skills
Product Management, Competitive Analysis, Cross-functional Team..., Management, Banking, Leadership, Analysis, Marketing Strategy, Finance, Sales, Treasury Management, Marketing, Pricing, Retail, Credit Cards, Retail Banking, Commercial Banking, Portfolio Management, Cash Management, Vendor Management
Education
University of Michigan
BA, Organizational Psychology & Business
DaVita January 2014 - Present
DaVita June 2013 - September 2013
Forbes Mergers & Acquisitions February 2013 - May 2013
Bank of the West April 2009 - August 2012
Bank of the West September 2006 - March 2009
Bank of the West May 2006 - September 2006
The North Face January 2006 - April 2006
Wachovia Securities September 2005 - December 2005
Skills
Nationwide Mortgage..., Colorado Life and..., Colorado Accident and..., Financial Industry..., Sales, Investments, Business Development, Loans, Customer Service, Sales Management, Market Research, Analysis, Financial Services, Management, Financial Analysis, Credit, Banking, Finance, Risk Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science (MS), Finance
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Economics
Bank of the West 2011 - Present
Omnium LLC 2010 - 2011
PricewaterhouseCoopers 2007 - 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Due Diligence, Enterprise Risk..., Finance, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
Master of Science (M.S.), Accountancy
Guidance Software September 2012 - Present
First Republic Bank April 2012 - August 2012
Bank of the West October 2005 - April 2012
UPS Supply Chain Solutions January 2005 - June 2005
Northeast Delta Dental October 2001 - October 2004
Sydran Services June 2000 - June 2001
Skills
Disaster Recovery, Databases, Performance Tuning, Mirroring, Customer Service, Project Management, Windows, Process Improvement, Microsoft Office, Access, Microsoft Excel, Team Building, Change Management, SQL, PowerPoint, Microsoft SQL Server, Leadership, Project Planning, Software Project..., Vendor Management, Public Speaking, Management, Visio, SSIS, Database Administration, System Administration, Software Documentation, SDLC, Requirements Analysis, MS Project, IT Management, Security, Servers, Data Migration, SharePoint, Enterprise Software, High Availability, T-SQL, Database Design, Integration, Data Warehousing, Business Intelligence, SSRS
Education
University of Louisiana at Lafayette 1977 — 1979
none, Education
De La Salle High School 1972 — 1975
None, Education
Allianz June 2010 - Present
Integra Telecom March 2007 - February 2009
Emerson Process Management May 2006 - August 2006
Emerson Process Management May 2005 - August 2005
Bank of the West June 2004 - May 2005
Skills
Forecasting, Accounting, Analysis, Pricing, Customer Service, Credit, Budgeting, Team Building, Auditing, Internal Audit, Internal Controls, Highly detail oriented, Building Relationships
Education
University of Saint Thomas - School of Business 2009 — 2011
Masters in Business Administration, Operation Management/Supply Chain
University of Minnesota-Twin Cities 2003 — 2007
Bachelor in Science, Finance and Economics
CHS January 2013 - Present
Sterling Bank January 2008 - October 2012
Bank of the West December 2006 - January 2008
Peak Commercial Leasing, LLC June 2004 - December 2006
CoBank / Farm Credit Leasing June 1989 - June 2004
Skills
Construction Loans, Loans, Commercial Mortgages, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking, Credit, Asset Based Lending, Credit Analysis, Lines Of Credit, Underwriting, Banking, Commercial Real Estate, Consumer Lending, Commercial Lending
Education
University of Idaho 1976 — 1983
Bachelor of Science (B.S.), Finance and Financial Management Services
Fine Arc Consulting Services June 2002 - Present
Bank of the West April 2005 - August 2007
Ag Capital Company June 1998 - January 2002
Saint Paul Bank for Cooperatives June 1978 - March 1998
Skills
Business Development, Finance, Banking, Relationship Management, Commercial Banking, Credit, Commodity, Loans, Financial Advisory, Marketing, Agriculture, Business Strategy, Commercial Lending, Management, Risk Management, Financial Analysis, Credit Analysis, Portfolio Management
Education
University of Minnesota-Twin Cities
Bachelor of Science, Agricultural Business Administration
Avon February 1975 - Present
Bank of the West February 1990 - February 1995
Santa Clara County Office of Education September 1979 - June 1980
Bank of America June 1970 - May 1971
Jefferson County Public Schools September 1966 - June 1970
Education
University of Louisville 1963 — 1966
BA, English, Spanish
DUPONT MANUAL HS
Bank of the West June 2013 - Present
Legacy August 2012 - May 2013
Huxin, Inc. July 2011 - September 2012
The Villas December 2010 - July 2011
MANCOMM January 2010 - November 2010
IMU Marketing&Design July 2006 - May 2009
Skills
Graphic Design, Social Media Marketing, Trade Shows, Phone Skills, Microsoft Office, Adobe Creative Suite, Adobe Illustrator, Adobe Fireworks, Client Rapport, Problem Solving, Marketing Plan Creation, Marketing Research, WordPress, Advertising, InDesign, Illustrator, Market Research, Marketing, Telephone Skills, Web Design, Customer Service, Training, Event Planning, Facebook, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Marketing and Management
Wells Fargo Advisors, LLC January 2011 - Present
Bank of the West October 2008 - January 2011
Fremont Bank 2004 - 2008
UBS Wealth Management 2002 - 2004
Education
University of Florida 1988 — 1992
BA, Liberal Arts
US Bank November 2010 - Present
Bank of the West August 2007 - November 2010
Bank of the West August 2007 - November 2010
LaSalle Bank 2002 - 2007
Wells Fargo 1989 - 1999
Skills
Commercial Banking, Loans, Treasury Management, Sales, Management, Underwriting, Leadership, Portfolio Management, Relationship Management, Cash Management, Banking, Credit, Financial Analysis, Retail Banking, Credit Cards, Credit Analysis, Financial Services, Cross Selling, Payments, Consumer Lending, Commercial Lending, Small Business Lending, ACH
Education
University of Minnesota-Twin Cities
B.S., Business
US Bank July 2011 - Present
US Bank November 2009 - June 2011
Bank of the West November 2006 - November 2009
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Lines Of Credit, Cross Selling, Financial Analysis, Commercial Mortgages, Credit Risk, Treasury Management, Construction Loans, Underwriting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
MBA, Management & Marketing
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance & Entrepreneurship
Preferred Bank April 2013 - Present
East West Bank September 2009 - April 2013
United Commercial Bank January 2001 - September 2009
Wells Fargo Bank July 2000 - December 2000
Citibank April 1994 - June 2000
Bank of the West June 1989 - April 1994
Skills
Banking, Customer Service, Commercial Banking, Commercial Lending, Mortgage, Team Leadership, Retail Banking, Finance, Small Business Lending, Trade Finance, Cross Selling, Investments, Relationship Management, Financial Services, Treasury Management, Sales, Loans, Core Banking, Asset Management, Leadership, Management, Financial Modeling, AML, Cash Management, Real Estate, Mortgage Lending, Enterprise Risk..., Bank Secrecy Act, Asset Based Lending, Financial Structuring, Private Banking, Business Development, Strategic Planning, Mortgage Banking, Credit Cards, Commercial Mortgages, Branch Banking, Wealth Management, Lines Of Credit, Operational Risk, Insurance, Portfolio Management, Credit Risk, Risk Management, Internet Banking, CRM, Credit, Consumer Lending, Commercial Real Estate, Deposits
Education
University of London 1988 — 1989
llm, law
University of Hertfordshire 1979 — 1982
BA, Social Sciences
Veterans for Life June 2013 - Present
Bank of the West August 2012 - Present
Intel Corporation 2011 - 2012
Runnin' For Rhett Foundation 2009 - 2010
Kiefer Consulting August 2009 - November 2009
IBM Global Services August 2006 - October 2007
Intel June 1996 - February 2005
Skills
Vendor Management, Active Directory, Project Management, SQL, SDLC, Leadership, Management, Social Networking, Cloud Computing, Business Analysis, System Administration, Databases, Change Management, Enterprise Architecture, Start-ups, Business Development, Requirements Analysis, Agile Methodologies, Analysis, Consulting, Software Project..., Enterprise Software, Program Management, Security, Leadership Development
Education
University of Michigan 1990 — 1996
BSE, Industrial and Operations Engineering
Chippewa Valley HS 1986 — 1990
HS Diploma
Bank of the West March 2013 - Present
TD Ameritrade 2010 - February 2013
TD Ameritrade 2009 - 2010
TD Ameritrade 2008 - 2009
TD Ameritrade 2006 - 2008
TD Ameritrade 2005 - 2006
TD Ameritrade 2004 - 2006
TD Ameritrade 2003 - 2004
TD Ameritrade 2000 - 2003
TD Ameritrade 1999 - 2000
Skills
Risk Management, Information Security..., CISSP, CISM, CRISC, Series 7, Series 24, Security Audits, Business Continuity, PCI DSS, Vulnerability Assessment, Information Security, Disaster Recovery, COBIT, Information Technology, SDLC, ITIL, Enterprise Software, Risk Assessment, Management, Security, Vendor Management
Education
University of Nebraska-Lincoln 1992 — 1994
Master of Education (MEd), Curriculum and Instruction
University of Iowa 1987 — 1992
Bachelor of Arts (BA), Journalism
FBA Hub April 2015 - Present
LeadHer September 2014 - Present
the30things.com May 2014 - Present
Community Foundation of the Ozarks May 2014 - January 2015
North Point Church May 2007 - November 2013
Bank of the West August 2004 - January 2007
Younkers August 2000 - August 2004
Skills
Nonprofits, Event Planning, Community Outreach, Leadership Development, Non-profits, Public Speaking, Coaching, Volunteer Management, Management, Customer Service, Fundraising, Team Building, Microsoft Office, Public Relations, Social Media, Microsoft Word, Teaching, Event Management, Team Leadership, Discipleship, Strategic Planning, Planning Budgeting &..., Operations Management, Office Administration, Human Resources, Assisting Executives, Facilities Operations, Project Management, Social Networking, Communication Skills, Technology, Teamwork, Team-oriented, Delivering Results, Managerial Finance, Leadership, Sales, Organizational..., Volunteer Recruiting, Social Media Marketing, Staff Development, Organizational..., Computer Proficiency
Education
University of Iowa 2004 — 2006
Bachelor of Arts (B.A.), Sociology
Mortenson August 2014 - Present
Digital River June 2011 - August 2014
ADC Telecommunications February 2007 - June 2011
Bank of the West 1991 - 2006
Skills
HRIS, Vendor Management, Performance Management, Human Resources, Sales Compensation, Strategic HR, Executive Compensation, Global Compensation, Benefits Design, Process Improvement, Change Management, Strategic Planning, Cross-functional Team..., Talent Management, Stock Compensation, Compensation Strategies, SAP, Benefits Administration, Payroll
Education
University of Iowa
Bachelor's degree, General Studies
University of Iowa
Master of Business Administration (M.B.A.), Economics
Deloitte August 2011 - Present
Bank of the West January 2011 - July 2011
University of Iowa Hospitals and Clinics December 2008 - January 2011
Skills
Microsoft Excel, Auditing, Aerospace, Defense, Contract Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Accounting, Management Information Systems
Palatine
Bank of the West May 2004 - Present
Skills
Loans, Underwriting, Banking, Financial Analysis, Small Business Lending, FHA, Real Estate, Risk Management, Credit Analysis, Mergers & Acquisitions, Business Development, Credit, Sales Management, Leadership, New Business Development, Team Building
Education
University of Denver 1971 — 1975
Bachelor of Science (B.S.), Chemistry/Physics/Biology
Bank of the West November 2005 - Present
U.S. Bank 1996 - 2004
Skills
Credit
Education
University of Minnesota-Twin Cities 1980 — 1984
B.S., Sociology
Nordstrom February 2015 - Present
Nordstrom November 2011 - February 2015
Grant Thornton LLP January 2010 - November 2011
Bank of the West August 2007 - December 2009
Grant Thornton LLP June 2009 - August 2009
Skills
Accounting, Auditing, GAAP, CPA, Account Reconciliation, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act, Accounts Receivable, Accounts Payable, Audit, Microsoft Office, Word, Internal Controls, Financial Accounting, Fixed Assets, Budgets, Forecasting, Employee Training, Management, Oracle Applications
Education
University of Denver - Daniels College of Business 2005 — 2009
Masters, Accounting
University of Denver - Daniels College of Business 2005 — 2009
Bachelors, Accounting
Wells Fargo April 2013 - Present
Bank of the West March 2010 - May 2012
Wells Fargo June 1992 - February 2010
Skills
Commercial Lending, Credit Analysis, Treasury Management, Relationship Management, Cash Management, Financial Services, Commercial Banking, Commercial Mortgages, Cross Selling, Credit, Banking, Portfolio Management, Wealth Management, Risk Management, Strategic Financial..., Private Banking
Education
University of La Verne
MBA, Accounting
University of La Verne
BS - Business, Computer Information Systems
Rabo AgriFinance October 2014 - Present
Bank of the West June 2012 - October 2014
Umpqua Bank 2011 - 2012
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Consumer Lending, Small Business Lending, Portfolio Management, Risk Management, Trade Finance, Financial Analysis, Financial Risk
Education
University of Michigan 1994 — 1998
Bachelor of Arts (B.A.), History
Union Bank November 2013 - March 2015
HSBC Retail Banking and Wealth Management April 2012 - November 2013
Citi April 2011 - April 2012
Bank of the West November 1996 - April 2011
Wedbush Securities April 1995 - November 1996
H.J. Meyers & co Inc October 1991 - April 1995
Skills
Investments, Financial Planning, Portfolio Management
Education
University of Idaho
Bachelor’s Degree
Bank of the West October 2005 - Present
Kerala State Financial Enterprises Limited June 1990 - May 2004
Skills
Account Reconciliation, General Ledger
Education
University of Kerala 1976 — 1981
Master's degree, Accounting and Finance
Bank of the West July 2011 - Present
Education
University of Delaware
Bachelor of Science
Citi 2012 - Present
Bank of the West January 2003 - January 2012
Education
University of La Verne 2007 — 2010
Master of Business Administration (MBA), International Business
Union Bank December 1999 - Present
Bank of the West January 1982 - April 1989
Skills
Underwriting, Credit Approval, Portfolio Management, Credit Risk, Credit Analysis, Private Banking, Business Banking
Education
University of La Verne
Amercian Institute of Banking
Professional Certificate
Seisen International School, Tokyo, Japan
GEICO January 2015 - Present
Bank of the West July 2013 - January 2015
Central State Bank November 2012 - June 2013
University of Iowa Parking and Transportation Office April 2011 - November 2012
Kohl's Department Stores February 2009 - July 2011
Skills
Banking, Credit, Customer Satisfaction, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Teamwork, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase October 2011 - Present
Bank of the West October 2005 - July 2011
Education
University of Denver 1976 — 1980
Bachelor's degree, Business Administration, Management and Operations