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 September 2012 - Present
Bank of the West March 2010 - September 2012
Bank of the West February 2009 - March 2010
Bank of the West January 2007 - March 2009
Skills
Loans, Commercial Banking, Payments, Treasury Management, Financial Analysis, Consumer Lending, Cross Selling, Deposits, Branch Banking, Retail Banking, Small Business Lending, Commercial Lending, Credit, Banking, Cash Management, Portfolio Management, Management, Relationship Management, Sales, Financial Services
Education
University of Phoenix
Washoe County School District December 2014 - Present
Ultimate Staffing June 2014 - August 2014
Renown Health November 2012 - June 2014
Great Basin Medical Group May 2012 - October 2012
Carson Tahoe Regional Healthcare January 2012 - May 2012
Bank of the West January 2007 - January 2012
Loomis July 2006 - January 2007
Lane Bryant September 2005 - June 2006
Skills
Typing, Outstanding Customer..., Organizing, Customer Service, Sales, Supply Ordering, Confidentiality, Banking, Sales Management, Team Building, Team Leadership, Data Entry, Outlook, Customer Satisfaction, Loss Prevention, Retail, Strategic Planning, Inventory Management, Electronic Charting, Electronic Record..., ICD-9, Medical Billing, Receptionist Duties, Answering Telephones, Referrals, Microsoft Excel, Customer Retention, Healthcare, Telephone Skills
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Health/Health Care Administration/Management
Western Nevada College 2007 — 2009
AA, Arts
Carson High School 1999 — 2004
High School Diploma, 2004
Apple October 2013 - Present
Apple June 2011 - October 2013
Bank of the West July 2010 - May 2011
Bank of the West July 2006 - June 2010
Anthem Worldwide June 2005 - July 2006
Landor Associates January 2003 - June 2005
Landor Associates December 1998 - January 2003
Skills
Partnership Marketing, Integrated Marketing, Field Marketing, Brand Architecture, Brand Management, Program Management, Brand Development, Marketing Management, Strategy, Management, Leadership, Creative Direction, Retail, Marketing, New Business Development, Budgets
Education
University of San Francisco
BA, Politics, Minor in Legal Studies and Business Administration/Marketing
JPMorgan Chase April 2014 - Present
Alzheimer's Association® February 2014 - Present
Bank of the West November 2012 - April 2014
GE Capital December 2009 - December 2012
GE Capital October 2004 - December 2009
Intel August 1999 - October 2003
Chrysler Corporation October 1990 - September 1999
Skills
Strategic Planning, Business Development, Negotiation, Partnerships, Business Acumen, Financial Modeling, Financial Analysis, Portfolio Management, Credit, Finance, Forecasting, Corporate Finance, Relationship Management, Risk Management, Cross-functional Team..., Pricing, Financial Services, Mergers, Credit Analysis, Business Strategy, Equipment Financing, New Business Development, Mergers & Acquisitions, Team Building, Sales, CRM, Business Planning, Strategic Partnerships, Strategy, Leadership, Loans, Sales Operations, Banking, Commercial Lending, Treasury Management, Commercial Banking, Cash Management, Management, Program Management, Budgets, Asset Based Lending, Financial Risk, Executive Management, Contract Negotiation, Six Sigma, Credit Risk, Cash Flow, Cash Flow Lending, Outsourcing, Investments
Education
UNIVERSITY OF WISCONSIN
Bachelor of Science, Finance
University of Portland
Master of Business Administration, Finance
Bank of the West December 2014 - Present
Wells Fargo October 2012 - December 2014
Union Bank June 2007 - October 2012
Union Bank of California January 2007 - May 2007
Skills
Derivatives, Trading, Options, Foreign Exchange, FX Options, Financial Analysis, Trading Systems, Credit, Fixed Income, Currency, Portfolio Management, Calypso, PowerPoint, Investment Banking, Microsoft Word, Microsoft Excel, Interest Rate..., Interest Rate Swaps, Swaptions, FX, Futures, Forwards, NDF, Greeks, Opics, Excel, Accounts Receivable, Word, Access, Mandarin, English, Reconciliation, Confirmations, ISDA
Education
University of Southern California
Bachelor of Science
Bank of the West 2015 - Present
Bank of the West 2012 - 2015
Bank of the West 2011 - 2012
LabCorp 2006 - 2010
JPMorgan Chase 2005 - 2006
Skills
Banking, Budgets, Financial Analysis, Finance, Cash Management, Financial Modeling, Forecasting, Financial Reporting, Management, Corporate Finance, Managerial Finance, Essbase, Commercial Banking, Microsoft Excel, Analysis, Hyperion Planning, Business Strategy, Strategic Financial..., Leadership, PowerPoint, Reporting & Analysis, Executive Reporting, KPI Reports, Strategic Business..., Financial Planning, Corporate FP&A, Strategic Initiatives, Strategic Thinking, Financial Services, Business Analysis
Education
University of South Florida 2008 — 2010
MBA, Finance, International Business
University of South Florida 2002 — 2005
B. S, Finance
Bank of the West June 2015 - Present
City National Bank September 2008 - June 2015
First Republic Bank 2004 - 2007
Wells Fargo Private Client Services September 2001 - August 2004
Skills
Wealth Management, Private Banking, Investment Management, Financial Planning, Debt Solutions, Insurance Solutions, Series 7, Series 63, Series 65, Investment Strategies, Credit, Investments, Investment Advisory, Strategic Financial..., High Net Worth..., Finance, Banking, Wealth Management..., Securities, Mutual Funds, Asset Allocation, Relationship Management, Treasury Management, Mortgage Lending, Cash Management, Estate Planning, Financial Services, Bonds, Retirement Planning, Consumer Lending, Loan Origination, Portfolio Management, Loans, Wealth, Credit Analysis, Small Business Lending, Alternative Investments, Insurance, Commercial Banking, Asset Management, Commercial Mortgages, Fixed Income, Commercial Lending, Equities, Financial Analysis, Risk Management
Education
University of San Francisco
Bachelor of Business Administration Economics
New England College, Arundel, England
Ann Taylor July 2014 - Present
Bank of the West October 2011 - July 2014
Bloomingdale's, BCBG MaxAzria Dept October 2009 - February 2012
Community Security Bank December 2001 - January 2005
Beacon Bank – Shorewood • Excelsior • Eden Prairie • Downtown Duluth • Duluth Miller Hill December 1999 - May 2000
Sterling Savings Bank September 1996 - March 1999
Skills
Loans, Credit, Sales, Credit Analysis, Banking, Commercial Lending, Loan Origination, Commercial Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Cross Selling, Lines Of Credit, Financial Analysis, Retail Banking, Social Media Marketing, Management, Retail Sales, Fashion Illustration, Volunteering, Team Leadership, Fashion Styling, Social Networking, Customer Service, Customer Retention, Relationship Building, Networking, Communication, Interpersonal..., Branding
Education
University of Phoenix 2009 — 2013
Bachelor’s Degree, Business Administration and Management, General
Lee Hecht Harrison April 2013 - Present
Lee Hecht Harrison August 2012 - April 2013
Lee Hecht Harrison January 2012 - August 2012
DBM March 2009 - January 2012
Source Potential, Inc. 1999 - 2011
V&M Associates 1993 - 1999
Bank of the West 1991 - 1994
Washington Inventory Service 1989 - 1991
Skills
Human Performance, Career Development, Career Counseling, Executive Coaching, Career Management, Talent Management, Talent Development, Change Management, Leadership, Organizational..., Recruiting, Team Building, Onboarding, Coaching, Management, Performance Management, Training, Training Delivery, Business Development, Interviews, Employee Relations, Strategy, Business Strategy, Job Coaching, Instructional Design, Leadership Development, Personnel Management, Human Resources, Program Management, Workforce Planning, Organizational Design, Employee Training, Workshop Facilitation, Talent Acquisition, MBTI, Performance Improvement, HR Consulting, Executive Development, Conflict Resolution, Resume Writing, Succession Planning, Analysis, Career Assessment, E-Learning, Project Management, Outplacement, Employee Engagement, Staff Development, Organizational..., Management Development
Education
University of San Francisco
Master of Human Resources and Organization Development
University of Wisconsin-Green Bay
B.S., Social Change and Development, Secondary Education
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
APM Ayala Property Maintenance April 2014 - Present
PartyLite October 2011 - August 2013
RecreationPlus.org September 2009 - April 2010
MySuperHelper.com April 2007 - July 2009
Bank of the West October 2006 - February 2007
Bank of the West March 2004 - September 2006
Bank of the West November 2002 - February 2004
Bank of the West September 2000 - August 2001
Skills
Banking, Supervisory Skills, Sarbanes-Oxley, QuickBooks, Quicken, Microsoft Money, Interviews, Employee Handbooks, Employee Training, Testing, Data Entry, Business Process..., PowerPoint, Microsoft Office, Microsoft Excel, Spreadsheets, Telephone Skills, Internet Explorer, Payroll, Bookkeeping, Call Centers, Critical Thinking, Marketing, Management, Customer Service..., Special Education, Customer Service..., Child Development, Customer Service, Training, Invoicing, Time Management, Public Speaking, Sales
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Entrepreneurial and Small Business Operations
University of Phoenix 2012 — 2014
Associates, Business Administration, Management and Operations
Deer Valley High 1996 — 2000
Diploma
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Bank of the West October 2014 - Present
Bank of the West April 2006 - September 2014
BNP Paribas 2001 - 2006
Visa 1996 - 2001
American Express 1989 - 1996
Skills
Credit Analysis, Business Strategy, Banking, Credit Cards, Loans, Commercial Lending, Retail Banking, Commercial Banking, Credit, Treasury Management, Portfolio Management, Cash Management
Education
University of San Francisco 1987 — 1990
MBA, Finance
University of San Francisco
Master's degree, Finance, General
Opus Bank July 2013 - Present
BBCN Bank December 2011 - July 2013
Nara Bank (aka BBCN Bank) July 2006 - December 2011
Bank of the west July 1998 - June 2006
Skills
Vendor Management, Banking, Portfolio Management, Risk Management, Business Analysis, GLBA, Project Management, Disaster Recovery, Financial Risk, Business Intelligence, Financial Analysis, IT Management, IT Strategy, Risk assessments, Information Security..., M&A program management, Call Center Architecture, Business Continuity..., Intranet, Document Management, Database Administration, Information Security, Budgets, Business Continuity, Business Process..., Business Requirements, Change Management
Education
All PMO Network
PMOC, Project Management Office Certification
ISACA 2009 — 2011
CISA, Certified Information Systems Auditor
University of Southern California
Master of Science (M.S.), Computer Science
University of Southern California
B. A., Computer Science
U.S. Bank March 2010 - Present
Comerica Bank October 2002 - September 2009
Bank of the West August 1999 - August 2002
California Federal Bank September 1989 - August 1998
Bank of America November 1979 - May 1989
Skills
Commercial Lending, Strategic Planning, Coaching, Accountability, Investment Banking, Team Building, Business Development, Commercial Banking, Leadership, Mergers & Acquisitions, Management, Loans, Time Management, Sales, New Business Development, Call Centers, Banking, Negotiation, Small Business, Selling, Portfolio Management, Credit Risk, Cross Selling, Risk Management, Leadership Development, Small Business Lending, Sales Management, Networking, Finance, Retail Banking, Credit Analysis, Branch Banking, Relationship Management, Cash Management, Consumer Lending, Mortgage Lending, Credit, Retail, Lines Of Credit, E-commerce, Insurance, Customer Service, Investments, Financial Services, Financial Analysis, Loan Origination, Credit Cards
Education
University of Phoenix 2008 — 2009
Bachelor's degree, Business Management
IDS Real Estate Group November 2011 - Present
The Princeton Review July 2011 - Present
CCIM Institute May 2011 - May 2011
Bank of America June 2008 - June 2010
Alpha Delta Pi Sorority 2007 - 2008
Bank of the West June 2007 - August 2007
Skills
Management, Financial Modeling, Financial Analysis, Investments, Accounting, Analysis, Corporate Finance, Leadership, Microsoft Office, Marketing, Microsoft Word, Negotiation, Real Estate, Strategic Planning, Forecasting, Microsoft Excel, Social Media, Due Diligence, Portfolio Management, Commercial Real Estate, Data Analysis, Recruiting, Market Research, Public Speaking, Research
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance - Investments and Capital Markets
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science, Business Administration - Finance
Banc of California March 2013 - Present
Bank of the West March 2011 - March 2013
Far East National Bank November 2006 - February 2009
Community Bank July 2004 - November 2006
Skills
Branch Banking, Retail Banking, Commercial Banking, Sales, Operations Management, Loss Prevention, Team Leadership, Analytical Reasoning, Cpr Certified, Banking, Sales Operations, Coaching, CRM, Customer Retention, Employee Training, Customer Service, Leadership, Management
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General, 3.91
University of Phoenix-Southern California Campus 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General, 3.97
Pacific College of Costa Mesa, CA 2009 — 2010
Vocational Nursing, Health Care
Wells Fargo September 2004 - June 2007
Bank of the West October 2000 - September 2004
Bank of the Northwest September 1996 - September 2000
First Interstate Bank March 1987 - September 1996
Skills
Performance Management, Employee Engagement, Training Delivery, Training, Coaching, Leadership Development, Financial Services, Human Resources, Employee Training, Change Management, Employee Relations, Needs Analysis, Leadership, Talent Management, Creative Writing, Report Writing, Public Speaking, Banking, Workshop Facilitation
Education
University of Portland 1967 — 1971
Bachelor of Arts (B.A.), English and Secondary Ed.
Bank of the West March 2012 - Present
Baskin Robbins March 1994 - Present
First Interstate Bank 1972 - 1993
First Interstate Bank 1988 - 1990
First Interstate Bank 1983 - 1988
Skills
Management, Program Management, Sales, New Business Development, Time Management, Software Documentation, Access, Customer Service, Troubleshooting, Franchising, Entrepreneurship, Marketing Strategy, Business Planning, Sales Management, Marketing, Team Building, Business Strategy, Small Business, Strategic Planning, Business Development
Education
University of San Francisco 1984 — 1988
B.S., Business
Essex Property Trust December 2014 - Present
Bank of the West August 2014 - December 2014
Bank of the West June 2013 - August 2014
Magnussen's Lexus of Fremont October 2010 - May 2013
Macy's July 2010 - December 2010
University of Puget Sound November 2008 - May 2010
Party City June 2009 - August 2009
Party City June 2008 - August 2008
Target June 2007 - August 2007
Skills
Customer Service, Microsoft Excel, Data Entry, Microsoft Office, Event Planning, Sales, Microsoft Word, Teamwork, Social Networking, Outlook, Social Media, Editing, Public Speaking, PowerPoint, Leadership, Marketing, Customer Satisfaction, Nonprofits, Fundraising, Community Outreach, Training, Data Analysis, Spanish, Event Management, Research, Administrative..., Team Building
Education
University of Puget Sound 2006 — 2010
B.A., English
Columbia Bank March 2014 - Present
First Citizens Bank March 2012 - November 2013
Bank of the West January 2004 - March 2012
Bank of America February 1998 - January 2004
Skills
Commercial Banking, Banking, Portfolio Management, Private Banking, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Credit, Lines Of Credit, Consumer Lending, Cash Management, Financial Analysis, Underwriting, Credit Risk, Deposits, Treasury Management, Commercial Mortgages, Mortgage Lending, Asset Based Lending, Cross Selling, Loan Origination, Retail Banking, Financial Services, Mortgage Banking
Education
University of Portland
Business Administration, Finance
Portland State University
Post-Baccalaureate Certificate, Accounting
Bank of the West March 2015 - Present
Bank of the West January 2014 - Present
Bank of the West May 2012 - December 2013
Silicon Valley Bank November 2011 - May 2012
Bank of the West March 2006 - November 2011
Skills
Financial Transactions, Private Banking, Business Process..., Portfolio Management, Commercial Banking, Financial Services, SDLC, Cash Management, Banking, Leadership, Strategy, Credit Cards, Retail Banking, Management, Payments, Credit, Loans, Commercial Lending, Credit Analysis, Financial Advisory, Risk Management, Wealth Management, Consumer Lending, Internet Banking, AML, Relationship Management, Training, Customer Experience, Treasury Management, Small Business Lending, Cross Selling
Education
University of San Francisco
BS, Information Systems
University of San Francisco
Bachelor of Science (B.S.), Management Information Systems, General
B&B Environmental Safety, Inc. August 2007 - Present
Bank of the West March 2007 - August 2007
The Clorox Company June 2005 - March 2007
Visa June 2003 - June 2005
Skills
Government, Contract Management, Project Management, Quality Control, Risk Management, Cost Management, Project Control, CPM Scheduling
Education
University of Phoenix 2007 — 2009
Bachelors of Science, Business Law
Bank of the West January 2014 - Present
T3 Trading Group, LLC June 2012 - December 2013
Guotai Junan Securities Co., Ltd February 2011 - May 2011
Standard Chartered Bank October 2010 - January 2011
New China Asset Management Co., Ltd July 2010 - September 2010
Skills
R, SQL, VBA, Financial Modeling, Data Analysis, Econometrics, C++, Matlab, SPSS, Eviews, Time Series Analysis, Trading Systems, Mandarin, Shanghainese, Chartered Financial..., Quantitative Analytics, Quantitative Finance
Education
University of Southern California 2011 — 2013
Master of Science, Financial Engineering
East China University of Science and Technology 2007 — 2011
Bachelor of Science, Economics
Manufacturers Bank 2006 - Present
Bank of the West 1999 - 2006
Union Bank July 1992 - May 1999
Skills
Loans, Small Business Lending, Commercial Lending, Commercial Banking, Finance, Portfolio Management, Credit, Credit Analysis, Real Estate, Banking, Lines Of Credit, Underwriting, Mortgage Lending
Education
University of Southern California 1998 — 1999
MBA, Business Adminstration
University of Washington 1981 — 1985
BA, Economics and Business
KeyBank October 2014 - Present
Wells Fargo Home Mortgage February 2013 - October 2014
Ideal Home Lending March 2012 - August 2012
Bank of the West January 2007 - February 2012
Zions Bank 1997 - 2007
Coldwell Banker 1996 - 1997
First Interstate Bank (Wells Fargo Bank) 1990 - 1996
Citibank 1988 - 1990
Skills
Loans, Mortgage Lending, Banking, Marketing, Team Building, Refinance, Finance, Coaching, Investment Properties, Retail Banking, Program Management, Strategic Planning, Credit, Sales, Leadership, Credit Analysis, Public Speaking, Customer Service, Analysis, Training
Education
University of Phoenix 1994 — 1996
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Utah
BS, Business Management
PayPal January 2014 - Present
Monk Meditation July 2013 - Present
PayPal February 2010 - January 2014
First National Bank of Omaha May 2009 - February 2010
Bank of the West February 2008 - December 2008
First Hawaiian Bank August 2006 - February 2008
Skills
Financial Analysis, Risk Management, SQL, Analytics, Financial Risk, Visual C#, E-commerce, Microsoft Excel, Analysis, Valuation, Portfolio Management, Credit, Process Improvement, Financial Modeling, Competitive Analysis, Financial Services, MySQL, Java Enterprise Edition, Banking, Due Diligence, Credit Risk, AML, Payments, Credit Analysis, Risk Analysis, jQuery, JavaScript
Education
Bellevue University 2012 — 2013
Certificate, Certificate of Computer Programming
University of Puget Sound 2000 — 2004
BA, Business Administration
Element212 March 2008 - Present
American Bank of Commerce June 2006 - June 2007
Bank of the West November 2003 - June 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Account Management, Social Media Marketing, Banking, New Business Development, Product Marketing, Non-profits, Problem Solving, Editing, Relationship Management, Building Relationships, Sales, Networking, New Business Generation, Business Networking, Referral Networking, Oral & Written..., Volunteering, Customer Engagement, Strategic Partnerships, Online Marketing, Nonprofits, Team Building, Sales Management, Leadership, Social Networking, Selling, Email Marketing, Advertising, Social Media, Market Research, Public Relations, Business Development, Direct Marketing, Small Business, Market Planning, Lead Generation, Marketing Management, Entrepreneurship, Brand Development, Event Planning, B2B, Cold Calling, Time Management, Integrated Marketing, Digital Marketing
Education
University of Pittsburgh 1989 — 1993
Dual B.A., Business, Communications Rhetoric
City National Bank January 2013 - Present
California Bank & Trust April 2012 - December 2012
Bank of the West June 2009 - March 2012
Wells Fargo Securities LLC2003 - 2008 April 2003 - September 2008
Wells Fargo Bank January 2001 - March 2003
Independent Consultant May 1999 - December 2000
Industrial Bank of Japan January 1991 - January 1996
Skills
Loans, Business Development, Fixed Income, Sales, Business Strategy, Strategic Planning, Executive Management, Financial Analysis, Commercial Real Estate, Training, Accounting, Mergers & Acquisitions, Financial Modeling, Funding, Corporate Finance, Middle Market, Finance, Commercial Banking, Start-ups, Strategy, Treasury Management
Education
Wells Fargo Credit Management Training Program 1999 — 2000
Certification of Completion, Credit Management
University of San Francisco - School of Management 1997 — 1998
MBA, Finance, 3.70
University of San Francisco 1994 — 1996
MA, Asia Pacific Studies, 3.80
BA CommunicationsCA State University, Sacramento 1986 — 1987
BA Communications Studies, Organizational Communication, General, 3.90
Bank of the West February 2012 - April 2014
Moss Adams LLP February 2007 - March 2011
Onyx Pharmaceuticals September 2005 - June 2006
Deloitte May 2000 - September 2005
Skills
Microsoft Office, Event Planning, Calendaring, Executive Support, Recruiting, Proposal Writing, Outlook, Administrative..., Process Scheduler, PowerPoint, Microsoft Excel, Access, Coordination, Microsoft Word, Customer Service, Project Coordination, Accounting, Process Improvement, Spreadsheets, Word Processing, General Ledger, Newsletters, Microsoft Publisher, Visio, Writing, Training, Leadership
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management
University of Phoenix
Bachelors of Science, Management
Axia College of University of Phoenix eCampus
Associate of Arts, Business
Bank of the West July 2011 - Present
Job Connections 2010 - Present
Skills
PeopleSoft, Recruiting, Management, Leadership, Training, Outlook, Team Building, Access, System Administration, SharePoint, Time Management, Vendor Management, Event Planning, Microsoft Excel, Project Planning, Project Management, Business Analysis, Process Improvement, Program Management
Education
University of San Francisco
Bachelor of Arts, Sociology
Regions Financial Corporation February 2010 - Present
Bank of the West September 2008 - September 2009
The Bank of Tampa 2006 - 2008
BankAtlantic January 2006 - October 2006
Harley Davidson of Tampa 2003 - 2006
Skills
Banking, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Satisfaction, Customer Service, Leadership, Loans, Management, Retail Banking, Sales, Small Business Lending, Team Building
Education
University of South Florida
Bank of the West 2011 - Present
Union Bank 1997 - 2011
Union Bank 1997 - 2005
Wells Fargo 1994 - 1997
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Retail Banking, Mortgage Lending, Branch Management, Commercial Mortgages, Lines Of Credit, Credit Analysis, Loan Origination, Branch Banking, Deposits, Underwriting, Cash Management, SBA, Portfolio Management, Mortgage Underwriting, Mortgage Banking, Bank Secrecy Act, Risk Management, AML, Asset Based Lending, Business Development, Construction Loans, Credit Risk, Financial Risk, Financial Services, Financial Structuring, Home Equity Loans, Private Banking, Refinance, Relationship Management, Sales, Teller Operations, Training, Treasury Management
Education
University of Southern California 1991 — 1994
Bachelor of Arts, Economics
Milt's Mini Storage May 2014 - Present
Bank of the West October 2013 - May 2014
Menards April 2006 - April 2014
Convergys 2011 - July 2013
L St Self Storage March 2006 - April 2011
ANSIR4U Answering Service June 2000 - February 2006
Norfolk Daily News August 1979 - February 2006
Skills
mail services, Radio Broadcasting, Customer Service
Education
University of Sioux Falls 1977 — 1979
Bachelor of Arts, Communications; broadcasting
Northeast Community College 1975 — 1977
Associate of Arts, Communications; broadcasting
Norfolk High School 1972 — 1975
NAMI Fresno March 2014 - Present
W J Bradley - Mortgage Capital Corp. September 2012 - November 2013
Citizens Business Bank March 2007 - September 2010
Bank of the West February 2003 - February 2007
Citibank 2002 - 2003
Sanwa Bank California 1997 - 2002
Skills
Banking, Loans, Cash Management, Commercial Lending, Treasury Management, Small Business Lending, Commercial Banking, Non-profit..., Grant Administration, Volunteer Recruiting, Volunteer Management, Non-profit Volunteering
Education
University of South Carolina-Aiken 1991 — 1994
Bachelor of Science (B.S.), Marketing
Bank of the West 2011 - Present
Bank of the West 2007 - 2011
Citibank 2004 - 2007
Washington Mutual Bank 2001 - 2004
Skills
Public Speaking, Public Relations, Presenter, Research, Cross-functional Team..., Networking, Community Outreach, Event Management, Non-profits, Negotiation, Organization, Strategic Planning, Writing, Social Networking, Leadership Development, Management, Community Development, Leadership, Nonprofits, Entrepreneurship, Business Development, Project Management, Event Planning, Small Business, New Business Development, Strategy, Program Management, Fundraising, Finance, Marketing, Sales, Marketing Strategy, Strategic Communications
Education
University of Southern California 2006 — 2008
MA, Communication Management
University of Southern California 1999 — 2002
BS, Public Policy and Management
The PrivateBank National Commercial Banking December 2014 - Present
HSBC Commercial Banking November 2013 - August 2014
HSBC Securities April 2006 - November 2013
HSBC May 2004 - April 2006
Bank of the West June 2001 - May 2004
Skills
Relationship Management, Manage Client..., Global Cash Management, Revolving Lines of..., International Strategy, Financing Alternatives, Credit Analysis, Trade Finance, Contract Negotiation, Capital Markets, Credit, Securitization, Banking
Education
University of Southern California 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
Essex Mortgage September 2014 - Present
Progressive Loan Funding January 2013 - Present
Bank of the West March 2011 - January 2013
Attorney 1988 - 2001
Leadership Long Beach 1992 - 1993
Skills
First Time Home Buyers, FHA, Mortgage Lending, Loans, Investment Properties, Refinance, Loan Origination, Real Estate, Mortgage Banking, Residential Mortgages, Foreclosures, Short Sales, Real Estate Economics, Investors, VA loans, FHA financing, Reverse Mortgages, Real Estate Financing, USDA, REO, Real Estate Transactions, Certified Mortgage..., Referrals, Mortgage Marketing, Condos, Relocation, Government Loans, Residential Homes, VA Loans
Education
University of San Diego School of Law 1983 — 1986
J.D., Law
University of Southern California 1978 — 1983
B.S., Public Administration
Sacred Heart of Mary H.S. 1974 — 1978
College Preparatory, High School/Secondary Diplomas and Certificates
Bank of the West 2005 - Present
Bank of the West 2001 - 2005
United California Bank 2001 - 2001
Tokai Bank of California 1998 - 2001
Tokai Bank of California 1996 - 1998
Tokai Bank of California 1991 - 1996
Tokai Bank of California 1989 - 1991
Tokai Bank of California 1986 - 1989
Bank of America 1983 - 1986
Skills
Commercial Banking, Credit, Real Estate, Loans, Underwriting, Commercial Lending, Banking, Due Diligence, Real Estate Economics, Credit Analysis, Leadership, Commercial Mortgages, Portfolio Management
Education
University of Southern California 1979 — 1983
BA, International Relations
University of Southern California - Marshall School of Business 1979 — 1983
BS, Business Administration, Corporate Finance
Bank of the West June 2015 - Present
Modis International January 2015 - March 2015
TEKsystems May 2014 - October 2014
Daystar Television Network January 2014 - February 2014
Native Staffing February 2012 - October 2013
Kaplan College January 2011 - May 2011
Time Warner Cable March 2010 - August 2010
Fit For life July 2009 - September 2009
Arlington Star Telegram July 2001 - September 2009
Tel-Vista May 2007 - September 2007
Skills
Customer Service, Troubleshooting, Documentation, Windows 7, Computer Hardware, Microsoft Office, Hardware, Outlook, Printers, Windows, Operating Systems, Word, Excel, PowerPoint, Customer Relations, Laptops, Mac OS X, Desktop Support, Software Installation, XP, Call Center, Problem Solving, Computer Repair, Technical Training, Photoshop, Research, Customer Satisfaction, Teamwork, Inventory Management, SharePoint, Microsoft Word, Software Documentation, Help Desk Support, TCP/IP, Networking, Technical Support, Microsoft Excel, Call Centers, OS X, Servers, Active Directory, System Administration, VPN, Information Technology, Remote Desktop, Training, Windows Vista, Norton Ghost, Wireless Networking, Remote Troubleshooting
Education
University of Phoenix 2014 — 2017
Bachelor of Science (B.S.), Information Technology
Kaplan College 2010 — 2011
Computer Support Technician Diploma, Information Technology
Bank of the West October 2013 - Present
Pearl.com December 2011 - September 2013
Yahoo! August 2011 - January 2012
Yahoo! Inc. February 2010 - February 2011
Yahoo! Inc. September 2006 - February 2010
PlanetOut Inc. May 1995 - June 2006
PR Newswire September 1992 - May 1995
Resource Publications Inc. May 1991 - January 1992
Yale University September 1988 - April 1991
Skills
Blogging, Content Strategy, Editing, Social Media, Writing, Public Speaking, News Judgment, Talking Points, Media Spokesperson, Editorial, Content Management, SEO, Web Content, Copywriting, Spokesperson, Feature Articles, Social Media Marketing, Media Relations, Content Development, Newsletters, SEO copywriting, Newspapers, Email Marketing, Magazines, Public Relations, Advertising
Education
University of San Francisco
MFA, Creative Writing
Yale University
BA, English
ChiroTouch (Formerly Future Health Software) March 2014 - Present
Bank of the West July 2013 - March 2014
Bank of the West February 2013 - June 2013
Bank of the West February 2012 - February 2013
Great Southern Bank August 2010 - February 2012
Bank of the West July 2009 - July 2010
MidWestOne Bank March 2008 - June 2009
Wells Fargo Bank October 2006 - December 2007
Skills
Legal Compliance, Sales Management, Outstanding Customer..., Compliance, Mergers, Market Analysis, Community Involvement, Customer Service, Training, Mergers & Acquisitions, Loans, Sales, Human Resources, Employee Engagement, Campaign Management, Reports, Internal Audit, Sales Prospecting, Retail Banking, Banking, Credit, Management, Microsoft Office
Education
University of Phoenix 2009 — 2011
Master's, Business Administration
AIB College of Business 2006 — 2009
Bachelor's of Science, Business Administration with Sales and Marketing
Carroll High School 2002 — 2006
High School Diploma, General Education
Contra Costa Association of Realtors February 2014 - Present
Petersen Dean Roofing Inc January 2013 - December 2013
Republic Services Inc October 2011 - January 2013
InSound Medical June 2009 - September 2011
Wells Fargo Bank May 2005 - June 2009
Bank of the West March 2001 - April 2005
Skills
Dynamic Problem Solver, Resourceful, Storong Organizational..., Time Management, First Responder, Medical Devices, Fraud Prevention, Coaching, Team Leadership, Proactivity, Fast Learner, SAP, ERP, Problem Solving, Syspro, Oracle, Banking, Administration, Data Analysis, Medical Terminology, Customer Satisfaction, Written Presentations, Training &..., Employee Hiring, Product Management, Strategic Planning, Process Improvement, Process Development, Creative Development, Sales, Team Building, Microsoft Excel, Product Launch, Sales Force Development, Cross-functional Team..., Program Management, Recruiting, Account Management, Healthcare, Customer Service, Product Development
Education
University of Phoenix 2011 — 2013
Associates Degree, Health Care Administration
University of Phoenix 2010 — 2013
Associate of Arts (AA), Health/Health Care Administration/Management
Bank of the West May 2013 - Present
United Bank of Iowa July 2012 - April 2013
Moorhead Feed Supply June 2012 - July 2012
Pepper Entertainment February 2012 - May 2012
First Premier Bank 2008 - 2012
Moorhead State Bank June 2006 - August 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Strategy, Sales, Public Relations, Outlook, Banking, Time Management, Social Networking, PowerPoint, Loans, Consumer Lending, QuickBooks, Deposits, Cross Selling, Commercial Lending, Online Advertising
Education
University of Sioux Falls 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management and Entrepreneurial Studies
Cotchett, Pitre & McCarthy, LLP May 2015 - August 2015
Loyola University Chicago Federal Tax Clinic September 2014 - May 2015
Shea & Shea Professional Law Corporation July 2014 - August 2014
Citi June 2012 - August 2012
Bank of the West October 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Public Speaking, Social Media, Event Planning, Leadership, Time Management, Marketing
Education
Loyola University Chicago School of Law 2013 — 2016
Doctor of Law (JD)
University of San Diego 2010 — 2013
Bachelor's degree, Communication, minor Business Administration
Saint Francis High School 2004 — 2008
Bank of the West March 2015 - Present
Wells Fargo Bank N.A. – Las Cruces, NM February 2008 - Present
Wells Fargo Bank December 1995 - February 2008
Western Bank October 1992 - December 1995
Skills
commercial banking, Portfolio Mananagement, Banking, Sponosrship Coordinator, Event Planner, Small Business Lending, Loans, Credit, Assistant Vice President, Manager, Operations in Banking, Event Organizer, Non Profit Board Member, Commercial Banking, Construction Loans, Finance, Cross Selling, Commercial Lending, Customer Service, Event Planning, Loan Origination, New Business Development, Consumer Lending, Management, Leadership, Sales, Mortgage Lending
Education
University of Phoenix 2010 — 2012
Master's degree, Criminal Justice
University of Phoenix 2005 — 2010
Bachelor's degree, Marketing
Lending Club April 2015 - Present
Bank of the West June 2014 - May 2015
Essex Credit Corporation November 2012 - June 2014
Bank of the West May 2012 - November 2012
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loan Origination, Loans, Mortgage Lending, Customer Service, Leadership, New Business Development, Microsoft Office, Customer Satisfaction, Relationship Management, Credit Risk, Microsoft Word, Time Management, Business Development, Team Building, Public Speaking, Customer Retention, Training, Risk Management, Financial Analysis, Team Leadership
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Psychology
The Joint Commission April 2015 - Present
The Joint commission November 2013 - Present
Bank of the West February 2013 - July 2013
Bank of the West February 2006 - February 2013
Shorenstein Realty Services March 1996 - January 2006
Shorenstein Realty Services March 1996 - January 2005
Skills
Disaster Recovery, System Administration, Project Management, MS Project, Customer Service, Citrix, itil, ITIL, Incident Handling, Incident Management, Ticketing Systems, Ticketing Software, Crystal Reports, Cisco Call Manager, Dameware, Bomguard, Root Cause Analysis, Active Directory, Windows 7, Hardware, Banking, Management, Service Desk, Team Leadership, Information Technology, Business Analysis, IT Management, Visio, Requirements Analysis, Network Administration, SDLC, Troubleshooting, Outsourcing, CRM, Process Improvement, Training, Computer Hardware, Business Process..., WAN, Technical Documentation, Help Desk Support, Technical Support, Windows, Vendor Management, SharePoint
Education
University of San Francisco 1997 — 1999
Scott Communuity College 1994 — 1995
Associate of Arts and Sciences (A.A.S.), Management Information Systems, General
Bank of the West 2009 - 2011
Bank of America November 2000 - August 2009
Skills
Consumer Lending, Loans, Small Business Lending, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Loan Origination, Credit Risk, Home Equity Lines of..., Teller Operations, Branch Management, Home Equity Loans, Refinance, Portfolio Management, Mortgage Underwriting
Education
University of Phoenix-Southern California Campus 2011 — 2014
UNIVERSITY OF PHOENIX, Business Administration and Management, General
LOCKE HIGH SCHOOL 1997 — 2000
HIGH SCHOOL
Foster Farms June 2015 - Present
Save Mart Supermarkets September 2013 - June 2015
Save Mart Supermarkets August 2012 - September 2013
Bank of the West April 2011 - August 2012
Skills
Account Reconciliation, Research, Projects, Banking, Business Analysis, Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Accounting, Credit, Finance, Analysis, Access, Training, Team Building, Risk Management, Management, Leadership
Education
University of Phoenix 2008 — 2011
BSB, Accounting
Bank of the West April 2012 - Present
Bank of the West July 2011 - April 2012
Wells Fargo February 2011 - July 2011
Syntel 1999 - 2004
Skills
SDLC, Testing, Banking, User Acceptance Testing, Risk Management, Software Documentation, Requirements Analysis, Business Analysis, Visio, Risk Assessment, Process Improvement, Test Planning, Quality Assurance, Software Quality..., Vendor Management, SharePoint, System Testing, Disaster Recovery, Test Scripts, Business Requirements, PMP
Education
Loreto Convent School, Mumbai, India
SSC
University of Pune
Bachelor of Engineering (B.E.)
Department of Veterans Affairs October 2013 - Present
Department of Veterans Affairs June 2012 - Present
Texas Power Systems January 2010 - July 2011
Walmart Stores S October 2007 - November 2009
Burlington Coat Factory March 2005 - October 2007
Kohl's Department Store April 2003 - March 2005
Toys R Us November 1997 - January 2003
Bank of the West April 1986 - March 1999
US Navy August 1979 - January 1986
Skills
Employee Relations, Leadership, Coaching, Process Scheduler, Time Management, Strategic Planning, Process Improvement, Human Resources, Research, Team Building, Sales, Retail, PowerPoint, Customer Service, Management, Analysis, Microsoft Word, Supervisory Skills, Microsoft Excel, Public Speaking
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Psychology
Accenture March 2015 - Present
NetSuite November 2013 - March 2015
Model N February 2013 - November 2013
Les Concierges February 2011 - November 2013
eMeter Corporation May 2012 - October 2012
Kaboodle, a Hearst Company May 2011 - September 2011
Bank of the West March 2010 - November 2010
SpringSource March 2008 - March 2010
Charles Schwab May 2006 - March 2008
ABM Industries 2005 - 2006
Skills
Intacct, NetSuite, Essbase, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Accounting, Project Finance, Microsoft Project, Microsoft Excel, Visio, Salesforce.com, Casewise, Real Estate Transactions, Cash Management, Currency Exchange, FX Hedging, Strategic Financial..., Process Improvement, Business Process, MS Project, Management, Integration, Business Analysis, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Analysis, Finance, Sarbanes-Oxley, General Ledger, Mergers & Acquisitions, Variance Analysis, Accounting, Strategy, Internal Audit, Financial Forecasting, Auditing, Budgets, Accounts Payable, Executive Management, Accounts Receivable, Financial Services, Acquisition Integration, Fixed Assets, CRM, ERP, Enterprise Software, Consulting
Education
University of San Francisco 2002 — 2004
MBA, Finance
University of San Francisco 1991 — 1995
BBA, Finance
Mercy 1987 — 1991
General Education, High School
Bank of the West November 2014 - Present
Bank of the West April 2011 - November 2014
Bank of the West August 2007 - April 2011
Bank of the West June 2003 - August 2007
Accenture 2000 - 2003
Skills
Banking, Process Improvement, Vendor Management, Risk Management, Business Analysis, Leadership, Management, Project Management, Retail Banking, Financial Analysis, Financial Accounting, Microsoft Excel, Portfolio Management, Budgets, Credit, Analysis, Business Process..., Visio, SDLC, Financial Services, Commercial Banking, Program Management, Loans, Business Intelligence
Education
University of South Florida 1991 — 1995
University of Phoenix
MBA
City National Bank May 2005 - Present
City National Corporation May 2005 - Present
City National Bank June 2002 - April 2005
Bank of the West 1994 - 2002
Bank of America 1992 - 1994
Security Pacific National Bank 1981 - 1992
Skills
Portfolio Management, Banking, Commercial Lending, Financial Modeling, Loans, Credit Analysis, Financial Analysis, Risk Management, Strategic Planning, Asset Management
Education
University of Southern California 1972 — 1977
BS/MBA
CTW Investments July 2009 - Present
Bank of the West June 1996 - July 2009
Skills
Loans, Underwriting, Banking, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Consumer Lending, Sales, Finance, Mortgage Lending
Education
University of San Diego 1984 — 1988
BA, Politcal Science / Business Admin.
Kaiser Permanente CEOSELFJuly 2007 - November 2008
Bank of the West March 2006 - July 2007
AT&T March 2005 - October 2005
Education
University of San Francisco 1988 — 1991
Morgan Stanley Wealth Management 2010 - Present
Standard Chartered Bank 2004 - 2009
Bank of the West 2000 - 2003
Northern Trust 1998 - 2000
Skills
Portfolio Management, Wealth Management, Private Banking, Treasury Management, Cash Management, Latin America, Project Engineering, Program Management, Asset Management, Financial Analysis, Financial Modeling, Compliance, Investments, Equities, Fixed Income, Risk Management, Asset Managment, Investment Strategies, Alternative Investments, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Markets, Investment Management, Series 7, Banking, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Bloomberg, Strategic Financial..., Wealth Management..., Bonds, Structured Products, Asset Allocation, Securities
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Southern California
Bachelor's of Science, Chemical Engineering
Bank of the West June 2008 - Present
Golden Gate University August 2010 - Present
Bank of the West 2005 - 2008
Sprint Nextel 2005 - 2005
Scientific Learning 2004 - 2005
Levi Strauss and Co. July 2000 - June 2004
KPMG LLP 1999 - 2000
JONA Group 1996 - 1999
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Accounting, Strategic Financial..., Finance, Budgets, Mergers, Sarbanes-Oxley Act, Strategic Planning, Essbase, Business Analysis, Risk Management, Process Improvement, Banking, Auditing, Analysis, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Due Diligence, Financial Accounting, Variance Analysis, Management, Portfolio Management, Data Analysis
Education
University of San Francisco
MBA & BSBA, Finance
Bank of the West May 2014 - Present
Trevor & Associates, LLC. August 2009 - Present
Armanino McKenna, LLP August 2004 - August 2009
Signature Wines February 2002 - August 2004
Go Quality September 2000 - February 2002
SBS Technologies MIO June 1986 - September 2000
Skills
Sarbanes-Oxley Act, Project Management, Network Security, Business Process, Consulting, Information Security, IT Audit, IT Strategy, Business Continuity, ERP, Information Technology, Management, Microsoft Excel, Payment Industry, Business Process..., HIPAA, Testing, SSAE16, Disaster Recovery, QuickBooks, Quicken, Visio, FileMaker, Sage MAS200, QlikView, SSAE 16, Security, Leadership, Process Improvement, Governance, IT Service Management, ISO 27001, Internal Audit, SOC2
Education
University of Phoenix 2001 — 2003
BSBM, Management
Bank of the West Telecom EngineerPacific Life1980 - 2004
Education
University of Phoenix
Bank of the West October 2007 - Present
Citibank August 2003 - June 2007
Citibank 2003 - 2003
Cal Fed Bank 2001 - 2003
Cal Fed Bank 1995 - 2003
Cal Fed Bank 1999 - 2001
First Nationwide Bank 1984 - 1998
Education
University of San Diego 1973 — 1975
BA, Sociology
Point Loma High School 1968 — 1971
diploma
Bank of the West February 2008 - Present
Convergys January 2006 - January 2007
US Navy April 1993 - December 1997
Skills
Call Center, VoIP, Vendor Management, Telecommunications, Disaster Recovery, Cisco Technologies, Visio, MS Project, Citrix, SharePoint, Project Management, Crystal Reports, Requirements Analysis, MPLS, PMP
Education
University of Phoenix 2007 — 2012
Associate's degree, Information Technology
Ellie Mae December 2012 - Present
MonaVie June 2011 - March 2012
Bank of the West June 2011 - March 2012
Bank of Commerce Mortgage June 2010 - June 2011
E-Loan, Inc July 1998 - March 2009
Providian Financial 1992 - 1998
Education
University of Phoenix 2001 — 2005
American Business Fund Managing DirectorAmerican Business Fund2005 - Present
American Business Fund 2005 - Present
American Business Fund 2005 - Present
American Business Fund 2005 - Present
Skyline Apps 2009 - 2011
Bank of the West 2001 - 2003
Skills
Credit, Commercial Finance, Loans, Structured Finance, Credit Analysis, Banking, Business Development, Asset Based Lending, Funding, Finance, Factoring, Small Business Lending, Commercial Lending, Portfolio Management, Commercial Banking, Credit Risk, Corporate Finance, Financial Services, Underwriting, Executive Management
Education
University of Southern California
FMB Wealth Management Operations OfficerFMB Wealth ManagementJuly 2015 - Present
Citibank, N.A. February 2012 - June 2015
Bank of the West July 2008 - April 2012
Citibank April 2006 - April 2007
Citibank April 2005 - April 2006
Citibank January 2004 - April 2005
Skills
Series 63, Finance, Credit Risk, Investments, Cross Selling, Credit, Private Banking, Credit Cards, Management, Deposits, Financial Analysis, Risk Management, Financial Services, Credit Analysis, Sales Management, Securities, Branch Management, Treasury Management, Insurance, Retail, Team Management, Vendor Management, Training, Leadership, Small Business Lending, Operations Management, Relationship Management, Banking, Commercial Lending, Mutual Funds, Portfolio Management, Mortgage Lending, Commercial Banking, Strategic Financial..., Series 7, Loans, Sales, Cash Management, Branch Banking, Mortgage Banking, Retail Banking, Lines Of Credit, Loan Origination, Wealth Management, Underwriting, Consumer Lending, Asset Management, Operational Risk, Financial Risk, Internet Banking
Education
University of San Francisco 1997 — 2000
Information Systems Management
Bank of the West October 2013 - Present
Bank of the West March 2012 - September 2013
First Bank May 2010 - July 2011
JPMorgan Chase March 2007 - May 2010
WaMu March 2007 - May 2010
Wells Fargo Bank January 2004 - February 2007
Infinity Broadcasting September 1999 - January 2004
Skills
Human Resources, Loans, New Business Development, Portfolio Management, Recruiting, Sales, Sales Management, Training
Education
University of San Francisco 2003 — 2005
B.S., Organizational Business behavoir
State Street January 2014 - February 2014
Wells Fargo Wealth Management Investment and Fiduciary Services February 2012 - January 2013
Self Employed February 2008 - February 2012
Bank of the West August 2007 - February 2008
Allegiance Capital 2000 - 2007
Skills
Fixed Income, CMBS, Microsoft Office, ABS, Policy, Strategic Planning, Customer Service, Team Building, Process Improvement, Problem Solving, Word, Change Management, Operations Management, Coaching, Bonds, Hedge Funds, Securities, Investments, Mutual Funds, Banking, Strategic Financial..., Investment Strategies, Insurance, Asset Management, Series 7, Bloomberg, Derivatives, Trading, Equities, Microsoft Word, Settlement, Capital Markets, Asset Allocation, Alternative Investments, Bloomberg Terminal, Investment Management, Financial Modeling, Financial Markets, Investment Advisory, Valuation, Investment Banking, Wealth Management, Trading Systems, Financial Services, Back Office, Private Equity, Credit Analysis, Risk Management, Financial Analysis, Corporate Finance
Education
University of Phoenix 1995 — 1998
Business Admin
SoCal Socialite January 2014 - Present
Coldwell Banker March 2013 - October 2013
Institutional Real Estate, Inc. October 2010 - March 2013
Evolutionary Events May 2009 - October 2010
Woodberry Events, Inc. August 2007 - March 2009
Bank of the West September 2004 - August 2007
University of Southern California 2000 - 2004
Universal Music & Video Distribution 1999 - 1999
Warner Elektra Atlantic 1998 - 1998
Skills
Budget Management, Event Management, Social Media Marketing, Email Marketing, Marketing Strategy, RegOnline, Salesforce.com, FileMaker, AetherQuest, Web Events, Cvent, Marketo, SEO, Budgets, Creative Direction, Social Media, Marketing, Corporate Events, Trade Shows, Online Marketing, Event Planning, Marketing Communications, Public Relations, Copywriting, Digital Marketing, Advertising, Sponsorship, Lead Generation, Blogging, Integrated Marketing, Online Advertising, Brand Development, Direct Marketing, Relationship Marketing, Customer Service, PPC, Facebook, Corporate Communications, Social Networking, Account Management, Google Analytics, Brand Management, Brand Awareness, Mobile Marketing, Digital Media
Education
University of Southern California 2000 — 2004
BA, Communication- Minor in French
Bishop O' Dowd 1996 — 2000
High School
Hillcrest 1987 — 1996
Wells Fargo June 2014 - Present
Bank of the West October 2012 - March 2014
OPX International October 2010 - September 2013
Wells Fargo Financial May 2009 - February 2011
Wells Fargo Bank December 2004 - May 2009
Wells Fargo Bank February 2003 - December 2004
Skills
Language Skills, Spanish, Russian and..., Investments, Community Development, Recruiting, Spanish, Loans, Mortgage Lending, Leadership Development, Relationship Management, Strategic Planning, Small Business Lending, Risk Management, Management, Nonprofits, Consumer Lending, Strategic Financial..., Sales, Financial Services, Community Outreach, Credit, Leadership, Call Centers, Coaching, Banking, Team Building, Business Planning, Language Development, Human Resources, Commercial Lending, Mortgage Banking, Credit Cards, Loan Origination, Credit Analysis, Financial Planning, Lines Of Credit, Small Business
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA)
Auchi Polythechnic, Auchi. Edo State 1986 — 1992
Higher National Diploma, Quantity Surveying
Edo Boys High School, Benin City. Edo State. Nigeria. 1977 — 1982
GCE, WASC
Bank of the West July 2005 - Present
Education
University of Vienna 1976 — 1977
University of Southern California 1973 — 1976
Mathematics
Bank of the West investment representativewells fargo bank1994 - 1996
Education
University of Phoenix 1998 — 2000
Formal or Knot November 2004 - Present
Beneficial State Bank July 2013 - May 2015
Society of St. Vincent de Paul of Alameda County June 2012 - March 2013
Emergency Shelter Program February 2012 - June 2012
Bank of Alameda August 2005 - January 2009
CALIFORNIA FEDERAL BANK January 2002 - January 2005
Bank of the West January 2000 - January 2002
Skills
Case Managment, Microsoft Excel, Event Planning, Customer Service, Case Management, Fundraising, Public Speaking, Event Management, Team Building, Microsoft Office, Social Media Marketing, Research, Budgets, Leadership, Microsoft Word, Staff Development, Sales, Social Networking, Management, Teaching
Education
University of Phoenix 2006 — 2010
university of phoenix – Oakland
B.A, Business Management
Oak Valley Community Bank October 2007 - Present
Bank of the West 2005 - 2007
Union Safe Deposit Bank, (Community Bank headquartered in Stockton) January 1999 - January 2005
Education
University of San Francisco
BS, Organizational Behavior
First Republic Bank September 2013 - Present
Bank of the West November 2011 - September 2013
Protiviti July 2008 - October 2011
Limited Brands May 2004 - May 2008
INROADS May 2004 - May 2008
Skills
Internal Audit, Visio, SOX 404, Operational Risk, Microsoft Word, Microsoft Excel, PowerPoint, SAP, Business Process, Internal Controls, Finance, Management, Leadership, Financial Risk
Education
University of San Francisco
Bachelor's of Science in Business Administration, Finance
Wells Fargo November 2013 - Present
Bank of the West 2011 - November 2013
Wells Fargo Bank 2010 - October 2011
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Rabobank 2006 - 2007
San Diego Community Bank 2005 - 2006
Skills
USA PATRIOT Act, AML, Bank Secrecy Act, KYC, Banking, Risk Assessment, Due Diligence, OFAC, Compliance Program..., Compliance Monitoring, Testing, Project Management
Education
University of San Francisco
Bachelor of Science (BS), Economics
Bank of the West September 2014 - Present
Discover Financial Services May 2013 - May 2014
Discover Financial Services August 2011 - May 2013
Federal Home Loan Bank November 2008 - August 2011
US Treasury - Office of Thrift Supervision April 2006 - October 2008
First Albany Capital 2005 - 2006
Federal Reserve Bank of New York August 2004 - March 2005
Wells Fargo Bank 2003 - 2003
Skills
Credit Risk, Financial Risk, Credit, Banking, Portfolio Management, Credit Analysis, Finance, Internal Controls, Management, Risk Management, Financial Modeling, Financial Analysis, Capital Markets, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Finance
Albany High School 1991 — 1993
High School Diploma
Bank of the West March 2014 - Present
Bank of the West October 2006 - February 2014
Bank of the West October 2006 - May 2007
Skills
Project Management, Risk Management, Business Intelligence, Training, Microsoft Excel, Management, Customer Service, MS Project, Windows, Vendor Management, Banking, Testing, Troubleshooting, Visio, Software Documentation, SDLC, PMP, Process Improvement, Business Analysis, Requirements Analysis, SharePoint, Microsoft Project
Education
University of Phoenix
2006Bachelor of Science, Information Technology
University of Wisconsin-La Crosse 1993 — 1996
none, Business core
First Republic Bank July 2014 - Present
Bank of the West November 2009 - June 2014
JPM Chase (formerly WaMu) November 2007 - October 2009
CITIBANK NORTH AMERICA January 2006 - November 2007
BANK OF AMERICA NT&SA June 1993 - October 2005
Wells Fargo June 1990 - June 1993
Skills
Risk Management, Credit Risk, Financial Risk, Banking, Credit, Portfolio Management, Commercial Banking, Forecasting, Analysis, Strategy, Financial Services, Management, Leadership, Mergers, Fraud, Operational Risk, Relationship Management, Finance, Retail Banking, Staff Management, Risk Analytics, Financial Modeling, Financial Analysis, Credit Analysis, Mergers & Acquisitions, Analytics, Loans, Mortgage Lending, Operational Risk..., Business Analysis, Risk Assessment, AML, Basel II, Internal Audit, Governance, Credit Cards, Commercial Lending, Vendor Management, Treasury Management, Consumer Lending, Small Business Lending, Anti Money Laundering
Education
University of San Francisco
BS, Mathematics
Bank of the West June 2005 - March 2011
CitiPrime Inc. July 2004 - June 2005
The Walt Disney Company October 2003 - July 2004
Charles Schwab February 2000 - August 2001
T Rowe Price 1996 - 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Portfolio Management, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Relationship Management, Lines Of Credit, Mortgage Lending, Credit Risk, Commercial Mortgages, Retirement Planning, Investments
Education
University of Southern California 2001 — 2003
Master of Business Administration (MBA), Finance & Marketing
University of Southern California 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of the West April 2006 - Present
MasterCard October 1995 - April 2006
Bank of America August 1993 - October 1995
First Interstate Bank 1985 - 1991
Security Pacific Bank January 1975 - 1985
Skills
Leadership, Strategy, Payments, Risk Management, Vendor Management, Retail Banking, Credit Cards, Debit Cards, Program Management, Relationship Management, Banking, Financial Services, Portfolio Management, Credit, Sales, Project Planning, Cross-functional Team..., Credit Risk, Mergers & Acquisitions, Management, Operations Management, Process Improvement, Change Management
Education
University of San Francisco
BS, Organizational Behavior
University of San Francisco
BS in Organizational Behaviour
Wells Fargo August 2003 - October 2013
Bank of the West August 1998 - August 2003
Citizens Business Bank April 1994 - September 1998
Skills
Marketing, Market Research, Advertising, Strategy, Project Management, CRM, Management, Budgets, Strategic Planning, Commercial Lending, Sales, Treasury Management, Banking, Marketing Strategy, Financial Analysis, Human Resources, Business Planning
Education
University of Southern California
Bachelor of Science, Business Administration
Bank of the West April 2015 - Present
Bank of the West June 2012 - March 2015
Bank of the West February 2007 - June 2012
MSquared January 2005 - November 2006
Bank of America November 2002 - November 2004
Wells Fargo June 1992 - July 2002
Skills
Banking, Bank Secrecy Act, Financial Risk, Commercial Banking, AML, Cash Management, KYC, OFAC, Retail Banking, Operational Risk..., Fraud, Operational Risk, Credit, Risk Management, Financial Services, Management, Anti Money Laundering, Loans
Education
University of Phoenix 2010 — 2011
MBA, Global Management
University of Phoenix 2004 — 2008
Bachelor of Science, Business Management
Slalom Consulting August 2010 - Present
Bank of the West January 2010 - August 2010
IBM October 2002 - December 2009
PricewaterhouseCoopers May 2000 - October 2002
Skills
Enterprise Architecture, SDLC, Data Warehousing, Data Governance, Agile Methodologies, Business Analysis, Business Intelligence, Requirements Analysis
Education
University of Pune
BE, Computer Engineering
Union Bank April 2011 - Present
Bank of the West May 1987 - April 2011
Skills
Credit, Risk Management, Credit Analysis, Commercial Banking, Loan Origination, Underwriting, Private Banking, Loans, Relationship Management, Portfolio Management, Commercial Lending, Retail Banking, Cash Management, Banking, Wealth Management, Mortgage Lending, Small Business Lending, Credit Risk
Education
Pacific Coast Banking School 2008 — 2010
Certificate
University of Southern California 1977 — 1981
Bachelors, Business Finance
Bank of the West IT Project ManagerBank of the WestAugust 2005 - April 2007
Education
University of San Francisco 1981 — 1984
BS, Business Administration
Bank of the West February 2006 - Present
Diversified Financial Services February 2002 - February 2006
Textron Financial Corporation 1999 - 2001
Pitney Bowes (Credit Corporation) 1981 - 1996
Skills
Sales, Commercial Lending, Credit, Financial Analysis, Banking, Loan Origination, Credit Risk, Credit Analysis, Loans, Portfolio Management, Relationship Management, Commercial Banking, Strategic Planning, Account Management, Underwriting, New Business Development, Risk Management, Asset Based Lending
Education
University of South Florida
Business Administration and Management, General
Wells Fargo Bank July 2014 - Present
Bank of the West April 2002 - June 2014
Community Banks of Colorado, a Division of NBH Bank, N.A. August 1998 - April 2002
City National Bank 1995 - 1998
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Lines Of Credit, Retail Banking
Education
University of San Diego 1980 — 1982
MBA, Business
Washington University in St. Louis 1968 — 1972
Bachelor's degree, Business Administration and Management, General
Bank of the West June 2015 - Present
WELLS FARGO August 2013 - June 2015
BBVA COMPASS December 2007 - July 2013
BBVA Compass December 2007 - July 2013
Skills
Commercial Banking, Small Business Lending, Credit Analysis, Credit, Loans, Retail Banking, Mortgage Lending, Cross Selling, Mortgage Banking, Lines Of Credit, Deposits, Loan Origination, Investments, Commercial Lending, Consumer Lending, Banking, Portfolio Management, Relationship Management, Finance, Risk Management, Branch Management, Credit Risk, Management, Cash Management, Financial Analysis, Financial Services, Customer Service, Credit Cards
Education
University of Phoenix 2008 — 2010
Bachelor, business Management
University of Phoenix 2008 — 2010
BS, Business Administration and Management, General
In home child care August 2014 - Present
Bank of the West March 2014 - July 2014
PFS April 2008 - October 2011
Dragonfly spa March 2004 - August 2006
Skills
Business Analysis, Business Intelligence, Financial Services, Software Implementation, SaaS, SQL, Software Project..., Asset Management, Requirements Analysis, Data Warehousing, Mutual Funds, Fixed Income, Business Process, Banking, Business Process..., Analysis, Risk Management, Project Portfolio..., Consulting, SharePoint, Management Consulting, Relationship Management, Data Modeling, Portfolio Management, Back Office, Software Documentation, Securities, Quality Assurance, Wealth Management, Project Management, Equities, Business Requirements, Finance, Sales Operations, Sales, Business Planning, Sales Management, Bonds, Strategic Financial..., Outsourcing, Insurance, Cold Calling, Retirement, Retirement Planning, Trading, Financial Risk
Education
University of Phoenix 2003 — 2008
Bachelor's degree, Business Administration and Management, General
Bank of the West March 2012 - Present
Bank of the West April 2009 - March 2012
Skills
Retail Banking, Loans
Education
University of Phoenix 2009 — 2011
MBA
East West Bank June 2015 - Present
Bank of the West December 2013 - February 2015
Credence Wealth Management Group, AXA Advisors July 2011 - December 2013
AXA Advisors 2009 - December 2013
International Business Machines June 2006 - August 2006
Education
University of Southern California 2006 — 2008
Bachelor Of Science, Business Administration
Bank of the West February 2013 - August 2015
C.K.E. Restaurants February 2006 - February 2013
Lowe's Home Improvement April 2004 - March 2006
TARGET CORPORATION October 2000 - April 2004
TOYS "R" US January 1993 - January 2000
Skills
Talent Acquisition, Employee Relations, Succession Planning, Performance Management, Diversity Training, Conflict Resolution, Interventions, Management Consulting, Divestitures, Merger Control, Organizational Change, Internal Communications, Community Outreach, Team Building, Strategic Planning, Process Improvement, Change Management, Organizational..., Onboarding, Personnel Management, Coaching, Human Resources, Leadership, Talent Management, Leadership Development
Education
University of San Francisco 2009 — 2011
MS, Organizational Development
University of San Francisco
Bachelor of Science, Organizational Behavior
St. Mary's College High School
Bank of the West July 2008 - Present
Bank of the West November 2000 - June 2008
Education
University of Santo Tomas
Bachelor's degree, Business Administration and Management, General
Bank of the West April 2006 - Present
Western Federal Credit Union November 2001 - April 2006
Telesis Community Credit Union 1995 - 1999
Kaiser Federal Bank 1985 - 1995
Skills
Banking, Consumer Lending, Loans, Management, Process Improvement, Branch Management, Leadership, Team Building, Commercial Banking, Credit, Cash Management, Finance, Mortgage Lending, Risk Management, Retail Banking, Treasury Management, Small Business Lending
Education
University of Phoenix 1999 — 2004
BS, Business
Opus Bank August 2012 - Present
Grandpoint Bank September 2011 - August 2012
Community Bank November 2006 - September 2011
Pacific Mercantile Bank August 2004 - November 2006
Comerica Bank May 2002 - August 2004
Bank of the West January 1988 - May 2002
Skills
Financial Analysis, Credit, Commercial Lending, Commercial Banking, Banking, Loans, Expert Witness Services, Loan Modifications, Workout, Small Business Lending, Underwriting, Investment Banking, Asset Based Lending, SBA, Portfolio Management, New Business Development, Credit Analysis, Lines Of Credit, Middle Market, Commercial Mortgages, Risk Management, Consumer Lending, Mortgage Lending, Executive Management
Education
USC 1966 — 1971
BS and MBA, Business and Finance
South Pasadena High School 1960 — 1964
Accounting and Finance
Bank of the West 2010 - Present
Wachovia Bank/Wells Fargo Bank June 1982 - October 2010
Skills
OFAC, Banking, Mortgage Lending, Loans, Financial Risk, Operational Risk, Credit, Credit Analysis, Operational Risk..., Financial Analysis, Consumer Lending
Education
University of South Florida
Bachelor of Arts (B.A.), Business Management
Bank of the West October 2007 - Present
American General Finance August 2006 - September 2007
Education
University of Phoenix 2005 — 2006
N/A, Business/Finance
Bank of the West Senior AccountantADP1997 - 2000
Skills
Financial Analysis, Banking, Sarbanes-Oxley Act, Finance, Financial Modeling, Process Improvement, Financial Reporting, Access, Business Analysis, Corporate Finance
Education
University of Santo Tomas
Bachelor's degree, Accounting
University of Santo Tomas
CPA
UCSF November 2010 - Present
Bank of the West 2005 - 2010
Irwin Home Equity 1998 - 2005
Skills
Business Analysis, Program Management, Risk Management, Vendor Management, Process Improvement, Visio, SDLC, Leadership, Software Documentation, Business Intelligence, Access, Databases, Analysis, IT Management, Integration, Requirements Gathering, Data Warehousing, Requirements Analysis, SharePoint, Disaster Recovery
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
Master of Science (MS), Information Systems
University of Phoenix
Bachelor of Science (BS), Information Technology
Finance and Thrift October 2011 - January 2014
Rabobank USA October 2010 - March 2011
Bank of the West August 2006 - September 2010
Target Corporation June 2004 - August 2006
Skills
Banking, Business Planning, Customer Satisfaction, Leadership, Sales, Management, Team Leadership, Training, Project Planning, Customer Service, Relationship Management, Coaching, Mergers & Acquisitions
Education
California State University, Stanislaus. 1998 — 2004
Bachelor of Science (B.S.), Business Administration, Management and Human Resources
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Twin Peaks Restaurants August 2013 - Present
Bank of the West January 2013 - August 2013
Education
University of Phoenix 2013 — 2014
Working on my associates, Counseling Psychology