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
Howard Training Center October 2014 - Present
Westamerica Bank June 2005 - October 2014
Bank of the West May 2003 - May 2005
Skills
Microsoft Excel, Customer Service, Banking, Microsoft Office, Financial Analysis, Employee Benefits, Compliance, Managerial Finance, Networking, New Business Development, Risk Assessment, Brand Development, Logistics Management, Bookkeeping, Environmental Awareness, General Ledger, Internal Audit, Financial Risk, Knowledge Management, Loans, Microsoft Word, Project Management, Nonprofits, Newsletters, Organization, Office Administration, Strategic Planning, Brochures, Quality Assurance, Research, Small Business, Vendor Management, Volunteer Management, Leadership, Budgets, Team Building, Civic Engagement, Sales, Management
Education
Broward Community College
Associate of Arts (A.A.), Elementary Education and Teaching
Bank of the West March 1997 - Present
Skills
Lines Of Credit, Portfolio Management, Customer Service, Loans, Coaching, Commercial Lending, Branch Management, Banking, Mortgage Banking, Risk Management, Consumer Lending, Credit Analysis, Small Business Lending, Loan Origination, Credit, Business Development, Mortgage Lending, Commercial Banking, Retail Banking, Cash Management, Underwriting, Credit Risk, Construction Loans, Financial Services, FHA, Relationship Management, Finance, Financial Risk, Investments
Education
Bismarck State College
The University of North Dakota
Brigham Young University February 2014 - Present
Bluehost.com January 2013 - March 2013
MD Property Services June 2010 - October 2012
Connect Communications October 2003 - April 2010
California Hospital Association January 2000 - August 2003
Bank of the West February 1997 - May 1999
Skills
Genealogy, Research, Editing, Creative Writing, Organization, Analysis, Close Attention to..., Accurate Record Keeping, Computers, Troubleshooting, English grammar, Work Ethic
Education
Brigham Young University 1988 — 1996
Bachelor of Arts (B.A.), Visual and Performing Arts
Bank of the West July 2014 - Present
BNY Mellon May 2012 - June 2014
PNC Bank January 2011 - May 2012
Wells Fargo Bank January 2007 - November 2010
Grant Thornton LLP July 2005 - February 2007
COMMUNITY IN SCHOOL January 2004 - March 2005
LGC&D January 2001 - January 2003
FLEET BOSTON FINANCIAL January 1999 - January 2001
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Finance, Payroll, Account Reconciliation, Banking, Analysis, General Ledger, Accounts Payable, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
BRYANT COLLEGE, FACULTY OF BUSINESS 2002 — 2004
Master, Business Administration
Bryant University 2000 — 2002
MBA, Accounting
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS 1999 — 2001
Bachelor, Business Administration
U.S. Bank July 2013 - Present
Felcore Consulting April 2001 - Present
Bank of the West June 2011 - July 2013
Euro RSCG August 2009 - May 2011
Publicis Modem May 2007 - August 2009
Progrexion February 2006 - March 2007
Basic Research January 2004 - April 2005
Omniture February 2003 - January 2004
Franklin Covey July 1996 - May 2001
Skills
Web Analytics, Analytics, E-commerce, Online Marketing, Segmentation, Google Analytics, Omniture, Business Intelligence, CRM, Product Management, Marketing, SEM, Strategy, Competitive Analysis, Microsoft Excel, PowerPoint, PPC, SEO, Access, Data Management, Social Media, Digital Marketing, Analysis, Microsoft Word, Multi-channel Marketing, Microsoft SQL Server, C#, Mobile Devices, Web Marketing, Marketing Strategy, Programming C#, R, Excel, Word, SQL Server, Optimization, Lead Generation, Market Research, Adobe Insight (Data..., Business Analysis, Tableau, Data Visualization, Management, Online Advertising, Digital Strategy
Education
University of Washington 1997 — 2000
BA
Brigham Young University 1998 — 1998
Undergrad work
Bank of the West 2014 - Present
Skills
Loans, Credit, Credit Analysis, Banking, Commercial Banking, Lines Of Credit, Small Business Lending, Financial Analysis, Consumer Lending, Mortgage Lending, Retail Banking, Underwriting, Risk Management, Customer Service, Loan Origination, Commercial Lending, Cash Management
Education
Boise State University
Bachelor's Degree, Business Management
BBVA Compass November 2013 - Present
Bank of the West November 2012 - November 2013
Timberland bank 2006 - 2012
KeyBank 1999 - 2006
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Retail Banking
Education
Brigham Young University
Bachelor of Science (BS), Business Administration and Management, General
University of Tennessee-Knoxville-- MBA
Master of Business Administration (MBA)
Travelling May 2015 - Present
Bank of the West July 2014 - April 2015
Asllani Properties LLC September 2013 - September 2014
Wells Fargo Home Mortgage September 2012 - June 2013
Churchill Financial July 2007 - September 2012
Littleton Capital,LLC January 2004 - July 2007
Centurion Security February 1999 - January 2003
Skills
Residential Homes, Loan Origination, Real Estate, Refinance, Credit, Loans, Commercial Mortgages, Management, Business Development, Insurance, Single Family Homes, Investments, Mortgage Lending, FHA, Residential Mortgages, Mortgage Banking, Commercial Lending, Referrals, Small Business, VA loans, Credit Analysis, Small Business Lending, Portfolio Management, USDA, Finance, Commercial Banking, Real Estate Financing, Real Estate Economics, Asset Management, Underwriting, Financial Analysis, Investment Properties, Banking
Education
Ca' Foscari University of Venice 1995 — 1998
Bachelor, Foreign Languages
Bank of the West December 2013 - Present
Wells Fargo Home Mortgage April 2009 - December 2013
Wells Fargo Home Mortgage June 2006 - April 2009
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Consumer Lending
Education
Buena Vista University 2002 — 2006
Marketing
Bank of the West July 2015 - Present
Idaho First Bank April 2006 - July 2015
House of Art August 2010 - August 2012
Premier Alliance September 2004 - March 2006
Education
Boise State University 1998 — 2005
B.A., Finance
Deakin University 2004 — 2004
International Economics & Finance
Universidad Nacional de Educación a Distancia - U.N.E.D. 2002 — 2002
Spanish
Handelshøjskolen i København 2001 — 2001
International Economics, International Marketing
Upsite Technologies, Inc. February 2011 - Present
Sprint January 2005 - November 2010
Bank of the West July 2003 - October 2004
Skills
Sales Management, Customer Retention, Reporting & Analysis, Solution Selling, Customer Service, B2B, Account Management, Sales, Salesforce.com, International Logistics, Logistics Management, Great Plains Software, Committed to Customer..., Lead Generation, Direct Sales, Communication Skills, Teamwork, Strategic Partnerships, Email Marketing, Call Centers
Education
Brooks College 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Graphic Design
Bank of the West October 2013 - Present
MedAssets October 2009 - October 2013
Brigham Young University September 2005 - December 2007
GE Money May 2007 - August 2007
Skills
Strategic Sourcing, Analysis, Data Analysis, SAS, Systems Analysis, Financial Analysis, Sourcing, Leadership, Microsoft Office, Risk Management, Finance, Pricing, Process Improvement, Procurement
Education
Brigham Young University 2004 — 2008
Master's, Mathematics, Statistics
Collaborative Courts Foundation June 2011 - Present
Bank of the West September 2010 - Present
Emergent Success, Inc. 2007 - August 2010
Wells Fargo Bank 2003 - 2007
Xporta, Inc. 1999 - 2003
Wells Fargo Bank 1989 - 1997
Education
Boston University 1981 — 1985
BA, International Relations
EY August 2014 - Present
AidData January 2012 - April 2014
Bank of the West June 2013 - August 2013
Visual Speech Therapy April 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Budgets
Education
Brigham Young University 2008 — 2014
Bachelor of Arts (B.A.), Economics
Zero Barriers Consulting June 2014 - Present
Equinox IT Services October 2012 - June 2014
Griffin Hill April 2010 - October 2012
Griffin Hill April 2008 - October 2012
Bank of the West July 2006 - June 2008
US Bank June 2004 - November 2005
ABN AMRO July 2003 - May 2004
US Bank July 1999 - June 2003
First Security Bank September 1995 - July 1999
Nedcor April 1993 - May 1995
Skills
Strategic Planning, Lead Generation, Performance Management, Sales Growth, Business Strategy, Customer Relations, Sales Management, Customer Service, Negotiation, New Business Development, Team Building, Marketing Strategy, Marketing, Leadership Development, Team Leadership, Sales, Public Speaking, Training, Leadership, Management, Selling, Market Research, Strategy, Entrepreneurship, Sales Process, Start-ups, Coaching, Small Business, Salesforce.com, Executive Coaching, Account Management, Online Marketing, CRM, B2B, Direct Sales, Online Advertising, Social Media Marketing, Strategic Partnerships
Education
Brigham Young University 1995 — 1999
BA, International Politics
Bank of the West Wealth Management Group March 2015 - Present
Bank of the West January 2010 - February 2015
East West Bank November 2008 - November 2009
East West Bank November 2008 - March 2009
Mutual of Omaha January 2007 - October 2008
Lincoln Financial Group 2005 - 2006
Skills
Financial Analysis, Data Mining, General Ledger, Accounting, Valuation, General Ledger..., Sensitivity Analysis, Microsoft Excel, Macros, Hyperion Enterprise, Smart View, Pivot Tables, VBA, SharePoint, Account Reconciliation, Corporate Finance, Finance, Financial Modeling, Wealth Management, Smartview, Macro, Hyperion, Analytics, Banking, Leadership
Education
University of San Francisco 2013 — 2016
Master of Business Administration (MBA), Finance & Analytics
University of California, Berkeley 2011 — 2012
Certificate, Corporate Finance, Awarded with Distinction
Buena Vista University 2001 — 2005
BA, Marketing
Bank of the West September 2007 - Present
Skin Specialists 2004 - 2005
Skills
Marketing, Communication, Marketing Communications, Event Planning, Administrative...
Education
Buena Vista University 1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo June 2015 - Present
Mindseeker, Inc. January 2015 - June 2015
Wells Fargo Advisors December 2013 - December 2014
Bank of the West November 2012 - November 2013
Wells Fargo Bank March 2011 - July 2012
Ally Financial Inc. November 2010 - March 2011
Wells Fargo Advisors July 2009 - November 2010
Bank of America July 2008 - June 2009
Wachovia July 2005 - July 2008
Wachovia Securities, LLC March 2005 - July 2005
Skills
Vendor Management, Business Development, Market Risk, Business Analysis, Portfolio Management, Software Documentation, Process Improvement, SDLC, Banking, Financial Risk, Fixed Income, Risk Management, Program Management, Project Management, Relationship Management, Cross-functional Team..., Integration, Credit Risk, Basel II, Business Requirements, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Intelligence, Consulting, PMO, CRM, Change Management, Project Portfolio..., Business Process..., Executive Management, Visio, PMP, Software Project..., Resource Management, Governance, IT Strategy, Business Process, SharePoint, Analytics, Enterprise Architecture, Business Transformation, Analysis, Leadership, Management
Education
Boston College 1986 — 1990
BA, Mathematics
West County Community High School March 2008 - June 2012
West Contra Costa Unified School District June 2007 - March 2008
Bank of the West January 2006 - January 2007
Teenage Program (TAP) August 2000 - August 2001
Skills
Curriculum Mapping, Curriculum Design, Teaching, Team Building, Teamwork, Collaboration, Classroom Management, Project Based Learning, Backwards Design, Classroom, Curriculum Development, Leadership, Project-based Learning, Research, Nonprofits, Community Outreach, Public Speaking, Staff Development, Event Planning, Tutoring
Education
San Francisco State University 2003 — 2006
BS, Art Teacher Education
Brandman University, Part of the Chapman University System
Pinole Valley High School
General Studies
Hoggan Fiduciary Services September 2009 - Present
Cook Systems International January 2009 - April 2009
FedEx Freight January 1992 - December 2008
Bank of the West March 1990 - December 1991
Electronic Data Systems Corp. January 1985 - March 1990
Skills
Access, Visio, Investments, Strategic Financial..., Mergers, Conservatorships, Bill Payment, Personal Trust..., Public Speaking, SDLC, Oracle, Business Analysis, Human Resources, Data Analysis, COBOL, Mergers & Acquisitions, Software Documentation, Team Building, Team Leadership, Software Development, Program Management, Estate Planning, Microsoft Excel
Education
California State University-Fullerton 2009 — 2010
Certificate, Professional Fiduciary Managment
Brigham Young University 1980 — 1984
BS, Information Management
Brigham Young University 1980 — 1984
AA, Portuguese
Campbell County Health September 2014 - Present
Alpha Coal West May 2014 - September 2014
Campbell County Memorial Hospital March 2012 - May 2014
National American University May 2011 - December 2011
Black Hills State University August 2008 - May 2011
AAA-North Dakota May 2010 - August 2010
Bank of the West May 2008 - August 2008
Dollar Discount September 2004 - January 2008
Skills
Management, Academic Administration, Higher Education, Career Counseling, PowerPoint, Microsoft Office, Customer Service, E-Learning, Microsoft Word, Community Outreach, Microsoft Excel, Social Media, Facebook, Marketing, Teamwork
Education
Black Hills State University 2008 — 2011
B.S., Business Administration Specializations in Human Resource Management and Management
Minnesota State Community and Technical College 2007 — 2008
Utah Small Business Growth Initiative February 2014 - Present
Better City LLC March 2012 - February 2014
Brigham Young University August 2010 - April 2012
Xerox May 2011 - December 2011
Zions Bank January 2008 - July 2010
Zions Bank March 2005 - January 2008
Bank of the West February 2002 - March 2005
Skills
Portfolio Management, Financial Analysis, Loans, Financial Modeling, Due Diligence, Entrepreneurship, Business Strategy, Corporate Finance, Underwriting, Business Development, Investments, Analysis, Valuation, Banking, Venture Capital, Business Planning, Feasibility Studies, Statistics
Education
Brigham Young University 2010 — 2012
Master of Business Administration, Finance, Strategy, Entrepreneurship
University of Utah - David Eccles School of Business 1999 — 2001
Bachelor of Science, Finance
Bountiful High School 1992 — 1995
Citibank, NA November 2014 - Present
Bank of the West January 2014 - October 2014
Bank of the West February 2006 - October 2014
US Bank January 2004 - January 2006
Washington Mutual Mortgage 2002 - 2004
Bank of the West 1992 - 2003
Skills
Mortgage Banking, Mortgage Lending, Sales, Loans, Referrals, Loan Origination, Credit Analysis, Residential Mortgages, Management, Portfolio Management, Credit, Refinance, FHA, Banking, Commercial Banking, Team Leadership, Commercial Lending, Commercial Mortgages, Recruiting, Small Business Lending, Underwriting, Consumer Lending
Education
Cabrillo College 1983 — 1985
Real Estate Finance
Washington Nationals May 2015 - Present
Seagate Properties, Inc. July 2014 - December 2014
San Francisco 49ers May 2013 - September 2013
Steve & Kate's Camp May 2012 - August 2013
Congressional Country Club May 2013 - June 2013
Bank of the West May 2011 - July 2011
Meadow Club June 2007 - July 2011
Skills
Finance, Sports, Economics, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Enthusiasm to learn
Education
Bucknell University 2011 — 2015
Bachelor of Science (B.S.), Economics, Political Science
The Branson School 2007 — 2011
Bank of the West June 2011 - Present
Small Community CPA Firm May 2010 - May 2011
Wells Fargo March 2008 - August 2008
Meridias Capital / IndyMac Bank October 2006 - January 2008
Republic Mortgage LLC. June 2003 - September 2006
Education
Colorado State University 2012 — 2015
Enrolled // Masters in Management, Management & Finance
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science in Accounting, Accounting
Ricks College 1993 — 1994
Associates Degree, General // Emphasis in Portuguese
Union Bank March 2011 - September 2012
Bank of the West October 2010 - March 2011
Bank of New York Mellon July 2007 - September 2010
DST Global Solutions February 2003 - June 2007
State Street Bank November 1998 - February 2003
State Street Bank February 1998 - November 1998
Skills
Risk Management, Basel II, Business Requirements, Credit Risk, Banking, Financial Risk, Portfolio Management, SDLC, Governance, Internal Audit, Financial Modeling, Credit, Analysis, Finance, Due Diligence
Education
Universite Pantheon Sorbonne - Assas
Economics & Applied Mathematics
Boston University
Master's degree, Financial Economics
Wells Fargo June 2014 - Present
Bank of the West April 2013 - June 2014
Bank of the West October 2010 - April 2013
Bank of the West February 2005 - October 2010
Charles Schwab February 2000 - December 2002
Bank of America January 1999 - February 2000
Bank of America 1996 - 1999
Skills
Banking, Treasury Management, Commercial Banking, Cash Management, Commercial Lending, Credit, Loans, Portfolio Management, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Financial Services, Credit Risk, Financial Analysis, Internet Banking, Working Capital..., Liquidity Management, Lines Of Credit
Education
Boston College 1989 — 1993
BS, Finance
Saint Mary's College of California 1994 — 1997
MBA, Marketing
Coral Gables Senior High 1986 — 1989
High School
Cenergy Solutions July 2012 - Present
All Things Home 2009 - Present
Healthsource Global Staffing 2013 - 2013
Experience Unlimited January 2008 - March 2010
Trans Pacific National Bank June 2007 - January 2008
Bank of the West December 1999 - May 2005
Bank of America March 1997 - December 1999
bank of america 1997 - 1999
First Interstate Bank of California January 1981 - August 1996
First Interstate Bank of California 1981 - 1996
Skills
Troubleshooting, Customer Service, Credit, Budgets, Business Development, Team Building
Education
Brigham Young University 1977 — 1981
Clothing and Textiles
Skyline High School 1974 — 1977
City National Bank August 2015 - Present
Steve M Stec CPA CIA MBA Consulting July 2009 - Present
First American Financial Corporation March 2015 - August 2015
Opus Bank June 2013 - February 2015
Quality Systems, Inc February 2013 - May 2013
Union Bank August 2012 - January 2013
Lender Processing Services, Inc. (LPS) December 2011 - June 2012
Bank of the West May 2011 - December 2011
Experian February 2011 - May 2011
IMPAC August 2009 - February 2011
Skills
SOX, Audit, Financial Reporting, Enterprise Risk..., Financial Analysis, Compliance, Risk Management, Fraud, SEC reporting, Internal Audit, Internal Controls, Risk, Auditing, Risk Assessment, Process Improvement, TeamMate, ACL, Internal Audit..., US GAAP, Cost Analysis, Cost Accounting, Federal Acquisition..., Communication Skills, TQM, Six Sigma, Supply Chain Management, COSO, Policy & Procedures..., Loss Prevention, CIA, CPA, Contract Management, Retail Banking, Dodd-Frank Act, Branch Management, Regulatory Reporting, Regulatory Requirements, Operational Audit, Financial Audit, Compliance Audits, Public Acccounting, Contract Compliance, Special Projects, Mortgage Lending, Mortgage Servicing, Controls Testing, Revenue Cycle, Financial Services, Government Contracts, Government Procurement
Education
Bowling Green State University
BSBA, Accounting
Bowling Green State University
Bachelor of Science; BSBA, Business Administration
Cleveland State University
MBA, Finance
Cleveland State UniversityOhio
Master of Business Administration (MBA), Finance, General
St. Peter's High School
yes, college prep
University of California, Irvine
certificates, contract management; government contract management
Walsh University
pre-optometry
Bank of the West May 2013 - Present
Bank of the West January 2011 - May 2013
Emrose Capital, LLC May 2009 - December 2009
Botti Brown Asset Management, LLC December 2007 - January 2009
Bank of America March 2005 - November 2007
Bank of America July 2001 - March 2005
Skills
Financial Modeling, Financial Analysis, Matlab, Bloomberg, C++, SAS/SQL, Visual Basic, Credit Analysis, Credit Derivatives, Investment Advisory, Economic Research, Risk Management, Relational Databases, Financial Statement..., Fixed Income Analysis, Equity Research Analysis, credit portfolio..., Econometric Modeling, Monte Carlo Simulation, Portfolio Management, Credit, Derivatives, SAS programming, Investments, Financial Risk, Equities, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2010
Master's in Financial Engineering, Financial Engineering
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Bachelor of Science, Finance
Purdue University 1996 — 1999
Mechanical Engineering
Pacific Coast Banking School
Pacific Coast Banking School
Bank of the West September 2013 - Present
Bank of America Home Loans February 2010 - Present
Global Wealth, Bank of Ameirca April 2008 - January 2009
Bank of America January 2004 - April 2008
Education
Cabrillo College
Bank of the West January 2006 - Present
Bank of the West January 2001 - January 2006
Key Equipment Finance February 1997 - January 2001
Safeco Credit February 1995 - February 1997
Skills
Commercial Lending, Budgets, Finance, Credit, Small Business Lending, Asset Based Lending, Loans, Banking, Credit Analysis, Commercial Banking, Credit Risk, Lines Of Credit, Portfolio Management, Treasury Management, Loan Origination, Cash Management, Financial Structuring, Structured Finance, Underwriting
Education
Brigham Young University 1986 — 1988
MBA, Finance
Bank of the West February 2014 - Present
Bank of the West January 2013 - February 2014
Bank of the West December 2011 - January 2013
Real Salt Lake January 2010 - June 2011
Georgia Force (Atlanta Falcons) October 2007 - December 2008
Minnesota Wild July 2005 - October 2007
Utah Grizzlies May 2004 - July 2005
Citadel Broadcasting 2003 - 2004
Clear Channel Media + Entertainment May 2003 - October 2003
Skills
Sponsorship, Sports Marketing, Sponsorship Sales, Ticket Sales, Sports Management, Sports, Event Management, Sponsorship Activation, Social Media Marketing, Event Planning, Marketing, Social Media, Public Relations, Marketing Strategy, Marketing Communications, Media Relations, Advertising, Sales, Account Management, Cold Calling, Facebook, Archtics, Social Networking, Brand Development, Integrated Marketing
Education
University of Utah 2010 — 2013
Master of Arts (M.A.), World Languages: Arabic
Brigham Young University 1997 — 2003
Bachelor's, Marketing Communications
University of Iowa
Doctor of Philosophy (PhD)
US Bank November 2003 - Present
Bank of the West November 2000 - November 2003
Pension Administration Company November 1996 - October 2000
Skills
Negotiation, Product Design, Insurance, Investments, Banking, Asset Management Sales, Sales, Asset Managment, 401k, Wealth Management, Leadership, Financial Analysis, Management, Risk Management, Mortgage Lending, Finance, Financial Services, Public Speaking, Credit, Credit Analysis, Budgets, Underwriting, Asset Management, Pensions, Portfolio Management, Commercial Banking, Analysis, Commercial Lending, Strategic Planning, Business Analysis, Business Development, Product Development, New Business Development, Financial Modeling, Relationship Management, Loans, Cash Management, Strategic Financial..., Treasury Management, Mutual Funds, Mergers & Acquisitions, Securities, Executive Management, Financial Planning
Education
Biola University 2006 — 2007
Ponderosa High School 1983 — 1986
Diploma
Therma-Flite, Inc. February 2014 - March 2015
Bank of the West November 2013 - February 2014
Bio-Rad Laboratories May 2000 - April 2013
Bio-Rad Laboratories May 2000 - April 2013
Dental Management Consulting January 1983 - December 2012
Land Development Company January 1983 - December 2012
Citibank November 1999 - April 2000
Equitec 1982 - 1983
Brigham Young University 1979 - 1983
North American Manufacturing June 1981 - December 1982
Skills
Cross-functional Team..., Start-ups, Executive Management, Contract Negotiation, Competitive Analysis, Forecasting, Strategic Planning, Business Development, Leadership, Team Building, Strategic Financial..., Personal Financial..., Medical Devices
Education
Brigham Young University 1979 — 1981
Masters, Organizational Communications-Emphasis in Health Care Administration, 3.51
Brigham Young University 1973 — 1979
Bachelor's, Public Relations
Pinole Valley High School 1970 — 1974
Fiduciary 1st July 2013 - Present
Nebraska State Legislature Candidate January 2012 - November 2012
Bank of the West May 2008 - January 2012
The Wellenstein Group November 1998 - May 2008
Metropolitan Community College January 2001 - January 2005
TD Ameritrade 1994 - 1998
US Army January 1987 - April 1994
Skills
Licensed Pilot, Investments, Portfolio Management, Golf, Investment Strategies, Executive Management, Entrepreneurship, Sales Management, Business Strategy, Executive Coaching, Private Pilot, Wealth Management, Leadership, Strategic Financial..., Finance, Relationship Management, Estate Planning, Trust Services, Retirement, Securities, Asset Allocation, Management Consulting, Financial Services, Retirement Planning, Team Building, Management, Banking, Business Development, Series 7, Investment Advisory, Loans, Risk Management, Series 63, Credit, Insurance, Financial Planners, Small Business, Sales, Wealth, Mergers, Wealth Management..., Capital Markets, Asset Management, Alternative Investments, Investment Management, High Net Worth..., Equities, Hedge Funds, Strategy, Financial Planning
Education
Briar Cliff University 1982 — 1986
BA, Health
North High School 1979 — 1982
High School, General Studies
University of Nebraska at Omaha
Master of Business Administration (MBA), Business Administration and Management, General
Vision Bank-Texas August 2011 - Present
Comerica Bank April 2006 - August 2011
Compass Bank July 1999 - April 2006
Bank of the West October 1997 - May 1999
Skills
Portfolio Management, Loans, Banking, Branch Banking, Deposits, Management, Commercial Banking, Small Business Lending, Consumer Lending, Retail Banking, Finance, Insurance, Financial Analysis, Leadership, Retail, Sales, Loan Origination, Small Business, Training, Lines Of Credit, Accounting, Treasury Management, Treasury Services, Branch Management, Financial Services, Asset Based Lending, Cash Management
Education
Brookhaven Community College 1997 — 1998
Business
NSHS 1994 — 1997
Umpqua Bank March 2012 - Present
Bank of the West January 2006 - March 2012
US Bank August 2005 - January 2006
PremierWest Bank August 2004 - August 2005
Washington Mutual Bank July 2003 - August 2004
Klamath First Federal Savings and Loan Association July 2002 - July 2003
Rogue Federal Credit Union March 1999 - July 2002
Peninsula Postal Credit Union June 1997 - March 1999
Poor Richard's Almanac August 1995 - June 1997
Skills
Credit, Credit Analysis, Commercial Banking, Risk Management, Financial Analysis, Loans, Commercial Lending, Cash Flow, Underwriting, Credit Risk, Banking, Real Estate, Customer Relations
Education
Marylhurst University
Master's in Business Administration, Management
Southern Oregon University 1999 — 2002
Bachelor's of Science, Business Administration with Management Concentration
Cabrillo College
Associate of Arts, Liberal Arts
Bank of the West September 2014 - Present
Easton-Bell Sports January 2014 - August 2014
Wells Fargo (Contractor through The Sage Group) May 2012 - December 2013
Briance Creative July 2008 - June 2012
Jackrabbit Systems April 2009 - January 2012
Coastcom - Now Bayly Communications October 2004 - July 2008
Verbena Design September 2006 - January 2007
SoftCoin, Inc. April 2001 - December 2001
marchFIRST September 2000 - March 2001
Skills
User Interface Design, HTML + CSS, Photoshop, Illustrator, Flash, Dreamweaver, InDesign, Web Development, Adobe Creative Suite, Motion Graphics, SEO, Email Marketing, Social Media, Illustration, Photography, Video Editing, Version Control, Graphic Design, Project Management, Wordpress, Web Content Management, Information Architecture, Team Management, Web Design, Logo Design, Creative Direction, Corporate Identity, Flash Animation, Layout, Advertising, Typography, Interaction Design, CSS, Front-end, Website Development, User Experience, Digital Photography, HTML, QuarkXPress, User Interface, Corporate Branding, Brand Development, Art Direction, Graphics, Mobile Applications, Brochures, Responsive Web Design, Front-end Development, Agile Web Development
Education
San Jose State University 1997 — 2000
B.A, Fine Art - Minor Graphic Design
California College of the Arts 1996 — 1997
Furniture; Sculpture, Design, and Fine Art
Diablo Valley College 1992 — 1995
AA, Fine Art
Bank of the West October 2005 - Present
Bank of the West 2005 - 2012
Aon Hewitt November 2001 - October 2005
Bank of America September 1994 - November 2001
Skills
Deferred Compensation, Banking, Employee Relations, Benefits Negotiation, Employer Branding, Talent Acquisition, Customer Service, Internet Recruiting, Screening, Sourcing, Team Building, Human Resources, Onboarding, Recruiting, Retail Banking, Team Management, Employee Engagement, Behavioral Interviewing, Talent Management, Resume Writing, Call Center, Technical Recruiting, Taleo, Vendor Management, PeopleSoft, Coaching, Corporate Recruiting, Applicant Tracking..., Workforce Planning, HRIS, Performance Management, Interviews, College Recruiting, Succession Planning, Staffing Services, HR Consulting, Job Fairs, Executive Search, Financial Services
Education
BYU
Business Administration
Eastman Chemical Company February 2014 - Present
Eastman Chemical Company January 2012 - February 2014
Eastman Chemical Company May 2011 - August 2011
The University of Tennessee January 2011 - May 2011
Bank of the West July 2009 - July 2010
Edward Jones August 2008 - June 2009
Bradley University August 2005 - September 2007
LaSalle Bank May 2007 - August 2007
Skills
Expertise: Model..., Financial Analysis, Analysis, Forecasting, Process Improvement, Data Analysis, Leadership, Strategy, Microsoft Office, Strategic Planning, PowerPoint, Cross-functional Team..., Access, Mergers & Acquisitions, SAP, Financial Risk..., Financial Modeling, VBA
Education
University of Tennessee-Knoxville 2010 — 2011
MBA, Finance
Bradley University 2004 — 2008
Bachelor of Science, Finance, Psychology
Bank of the West December 2012 - Present
Bank of the West May 2011 - November 2012
Investors Bank & Trust August 2008 - September 2009
Investors Bank & Trust September 2004 - August 2008
State Street October 2000 - September 2004
Education
University of California, Berkeley 2014 — 2014
PMP/CAPM, Project Management
Boston University 2009 — 2010
Master of Arts, Economics
Harvard Extension School 2006 — 2007
Mathematics
Boston University 1995 — 1999
Bachelor of Arts, Economics, French Minor, Cum Laude
Greenwich High School 1991 — 1994
Diploma
Bank of the West April 2015 - Present
Northwest Bank October 2014 - March 2015
Bank of the West November 2011 - September 2014
Bank of the West May 2007 - November 2011
Bank of the West January 2004 - April 2007
Bank of the West February 2001 - December 2003
WinCo Foods March 1994 - December 2000
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Process Improvement, Leadership, Loans, Investments, Credit, Mortgage Lending, Customer Service, Management, Sales
Education
Portland State University 1995 — 1998
Master of Education (M.Ed.), Policy, Foundation & Continuing Education
University of Oregon 1986 — 1990
Bachelor of Science (BS)
Boise State University 1984 — 1986
Theatre/Theater
5th Wheel Adventure August 2009 - Present
Xanterra Parks & Resorts October 2006 - August 2009
Xanterra Parks & Resorts August 2005 - October 2006
Xanterra Parks & Resorts December 2004 - August 2005
Xanterra Parks & Resorts March 2003 - December 2004
Citigroup October 2001 - January 2003
Bank of the West August 1999 - April 2001
USBank February 1998 - August 1999
Union Bank May 1996 - February 1998
First Interstate Bank 1992 - 1996
Education
University of California, Santa Barbara 1970 — 1974
BA, Combined Social Science
Boston University
MBA, Business
Alliance Data Retail Services November 2013 - Present
Bank of the West June 2010 - November 2013
Skills
Corporate Governance, Corporate Law, Commercial Litigation, Legal Research, Legal Writing, Litigation, Management, Mergers, Securities Regulation
Education
Boston University School of Law 1994 — 1997
J.D.
The Johns Hopkins University 1985 — 1989
B.A., International Studies, French, History of Art
PMB Helin Donovan January 2013 - Present
BBR LLP January 2009 - December 2012
Artco June 2008 - December 2008
Ogden Studios January 2008 - April 2008
Pump It Up Parties January 2006 - April 2008
Bank of the West January 2006 - April 2006
Skills
QuickBooks, Accounting, Tax Preparation, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, General Ledger, Tax Returns, Payroll, Property Tax, Accounts Payable, Accounts Receivable
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor's Degree, Economics
Alhambra High School 2000 — 2004
High School
Bank of the West October 2014 - Present
PayPal April 2014 - October 2014
First PREMIER Bank/PREMIER Bankcard October 2012 - April 2014
CPI Corp. January 2009 - October 2012
Sioux City West High School August 2010 - November 2010
Taco John's International, Inc. October 2001 - August 2009
Skills
Computer Proficiency, Typing, Filing, Microsoft Office, Office Equipment, Schedules, Digital Photography, Portrait Photography, Graphic Design, Customer Service, Cashiering, Leadership, Customer Satisfaction, Data Entry, Call Centers, Writing, Sales, Customer Experience, Teamwork, Training, Management, Time Management, Outlook
Education
Briar Cliff University 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Western Iowa Tech Community College 2004 — 2007
General Studies
Bank of the West June 2015 - Present
CPA.com July 2014 - March 2015
Convention Management Resources (CMR) March 2014 - May 2014
Small Business Owner January 2011 - January 2014
Perquest May 2006 - November 2010
ADP June 2002 - April 2006
Adventureseek June 1999 - May 2001
Context Integration February 1995 - June 1999
Northstar Travel Media February 1993 - January 1995
JP Morgan December 1991 - February 1993
Skills
Software Development, SaaS, SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, Requirements Analysis, Enterprise Software, Process Improvement, Databases, Business Process, SDLC, Scrum, CRM, .NET, Web Applications, ASP.NET, Project Management, Management, Product Management, Cloud Computing, Strategy, Leadership, Software Project..., Analysis, Software Engineering
Education
Boston University - Graduate School of Management 1986 — 1987
MS-MIS, Business, MIS/IT
Boston University Questrom School of Business 1983 — 1986
BS-BA, Business Administration
Bank of the West October 2013 - Present
BNP Paribas August 2012 - September 2013
Bank of the West January 2012 - July 2012
Bank of the West November 2009 - December 2011
Bank of the West January 2008 - November 2009
Bank of the West April 2006 - January 2008
Skills
Marketing Strategy, Marketing, Event Planning, Advertising, Leadership, Microsoft Excel, Public Relations, PowerPoint, Sales, Microsoft Office, Strategic Planning, Banking, Budgets, Management, Analysis, Market Research
Education
UC Berkeley Extension 2011 — 2011
Butte College 2003 — 2005
Clayton Valley High School 1999 — 2002
Bank of the West January 2015 - Present
Bank of the West December 2013 - January 2015
Bank of the West June 2013 - December 2013
Bank of the West January 2012 - June 2013
Bank of the West February 2011 - January 2012
JPMorgan Chase & Co. April 2009 - January 2011
The New York Public Library April 2008 - April 2009
Parmalat Group June 2006 - March 2008
Education
University of Nebraska at Omaha 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Borough of Manhattan Community College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Queens College
E.S.L. Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
La Guardia Community College
G.E.D., High School Academics, Liberal Arts and Sciences/Liberal Studies
Bank of the West June 2015 - Present
Middlebury Institute of International Studies at Monterey January 2015 - Present
Berhan International Language Institute June 2014 - December 2014
BYU-Idaho January 2012 - May 2014
Walmart May 2013 - September 2013
Prepaid Legal Services Inc. June 2010 - August 2010
Skills
Foreign Languages, Anti Money Laundering, Business, Business Travel, Leisure Travel, BSA, French, Tutoring, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Public Speaking, Microsoft Word, Customer Service, Communication, Team Leadership, Leadership, Training, AML, Lesson Planning
Education
Middlebury Institute of International Studies at Monterey 2015 — 2016
Master's degree, International Policy and Development, 1st year
Brigham Young University - Idaho 2010 — 2014
Bachelor of Arts (BA), International Studies Emphasis in Business, 3.845
The Academy January 2015 - Present
Citizens 1st National Bank June 2012 - Present
East Sac Community High School December 2012 - Present
Empower Energy December 2011 - June 2012
American Home Shield April 2010 - December 2011
Bank of the West October 2007 - April 2010
Congressmen Tom Latham May 2007 - July 2007
Skills
Loans, Mortgage Lending, Finance, Credit, Underwriting, Banking, Customer Service, Consumer Lending, Small Business Lending, Financial Analysis, Marketing, Leadership, Sales, Commercial Lending, Cash Management, Accounting, Retail Banking, Financial Statement..., Deposits, Cross Selling, Commercial Banking, Social Networking, Technology, Relationship Management, Credit Risk, Management, Budgeting, Adaptation, Successful Negotiation
Education
Parker College of Chiropractic
Master of Business Administration (M.B.A.), Hospital Administration/Management
Buena Vista University
Bachelors of Art, Finance and Banking
Des Moines Area Community College
Associate's Degree
University of Iowa
Business/Commerce, General
Sac Community School 2000 — 2004
Diploma
Bank of the West November 2013 - Present
Bank of the West June 2012 - November 2013
Bank of the West September 2010 - June 2012
Farmer's Bank and Trust October 2005 - August 2008
Skills
Retail Banking, Banking, Loans, Credit, Cross Selling, Consumer Lending, Deposits, Small Business Lending, Credit Analysis, Cash Management, Branch Banking, Credit Cards, Lines Of Credit, Branch Management
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor's degree, Adult and Continuing Education and Teaching
Briar Cliff University 2008 — 2010
Psychology
Bank of the West December 2014 - Present
Wells Fargo August 2012 - December 2014
Skills
Loans, Credit, Consumer Lending, Retail Banking, Credit Analysis, Small Business Lending, Portfolio Management, Branch Management, Sales, Branch Banking, Management, Finance, Leadership, Customer Service, Business Development
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Champlain College 2001 — 2003
Associate's degree- Business Management, Business, Management, Marketing, and Related Support Services
US Bank October 2014 - Present
U.S. Bank November 2012 - October 2014
Bank of the West July 2012 - November 2012
U.S. Bank April 2008 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C++, C, Java, Banking, Credit, Management, Sales, Training, Loans, Team Building, Commercial Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, SBA, Banking Relationships, Social Media
Education
Buena Vista University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Management and Human Resources
Marshalltown Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
U.S. Trust, Bank of America December 2014 - Present
TEDxBeaconStreet September 2014 - November 2014
Bank of the West April 2012 - October 2013
Bank of the West May 2009 - April 2012
Bank of the West April 2005 - April 2009
State Street September 2000 - June 2004
State Street 1998 - 2000
Consulting For Architects, Inc. 1994 - 1997
Education
Boston University - School of Management 2000 — 2003
MBA
Boston University
BA, International Relations
Punahou School
Accenture February 2015 - Present
Bank of the West April 2013 - December 2014
Wipro Technologies August 2011 - April 2013
Kony Solutions May 2010 - July 2011
CSC June 2004 - May 2008
Applied Card Systems January 2002 - December 2003
Capital One May 1998 - December 2001
Merrill Lynch June 1996 - May 1998
Skills
Program Management, Outsourcing, Enterprise Architecture, Cloud Computing, Product Management, IT Service Management, CRM, Business Development, Integration, ITIL, Strategic Planning, Mergers & Acquisitions, IT Strategy, Mobility Strategy, Big Data, Transformation, Digital Banking, BPM, Vendor Management, Business Analysis, Management, SOA, Change Management
Education
Birla Institute of Technology and Science
Master's Degree
Central School Ghy
Higher Sec
The University of Texas at Arlington
MBA
Bank of the West November 2014 - Present
KeyBank August 2013 - October 2014
US Bank 2005 - 2013
It's A Grind Coffee House 2003 - 2004
Columbia River Straw 2000 - 2003
Skills
Loans, Banking, Commercial Banking, Retail Banking, Consumer Lending, Lines Of Credit, Cross Selling, Credit Analysis, Small Business Lending
Education
Portland Community College 2005 — 2006
Blue Mountain Community College 2004 — 2005
National MI September 2012 - Present
John Muir Health April 2012 - September 2012
Autodesk October 2011 - January 2012
Wells Fargo Merchant Services January 2009 - January 2010
Chevron January 2007 - February 2008
Arc Worldwide April 2006 - December 2006
Bank of the West March 2004 - April 2006
Chela Education Financing 2001 - 2004
Skills
Integrated Marketing, Brand Management, Resource Management, Marketing Strategy, Digital Marketing, Online Advertising, Direct Marketing, Analytics, Web Analytics, Email Marketing, Multi-channel Marketing, Product Management, Marketing Communications, Omniture, Product Marketing, Competitive Analysis, Marketing Management, Social Media Marketing, Interactive Marketing, Cross-functional Team..., Agile Project Management, Atlassian JIRA, Wikis, Basecamp, Mobile Marketing, Marketing, Web Marketing, Online Marketing
Education
Boston University - School of Management 1991 — 1993
MBA, Marketing, MIS
Wheaton College 1984 — 1988
BA, Economics
Academy of Art University August 2015 - Present
Visual Q July 2001 - Present
Foodfolio October 2010 - Present
EXTRACTABLE February 2012 - Present
Bank of the West July 2013 - July 2015
ZipRealty January 2012 - July 2013
Charles Schwab March 2011 - December 2011
Room 77 May 2010 - March 2011
Wells Fargo May 2009 - November 2010
Molecular September 2008 - May 2009
Skills
Product Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Prototyping, User-centered Design, Information Design, Product Strategy, Product Management, Experience Design, Web Design, Usability, Start-ups, User Interface, User Experience Design, Mobile Applications, Digital Strategy, E-commerce, Brand Development, Creative Strategy, Branding & Identity, Entrepreneurship, Creative Direction
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
MA, City and Regional Planning
Boston College 1991 — 1993
BA, Political Science
Bank of the West November 2014 - Present
Iron Horse Wealth Management April 2014 - November 2014
Salt Lake Bees January 2013 - December 2013
University of California, Riverside August 2012 - December 2012
AEG March 2012 - October 2012
University of Oklahoma June 2011 - December 2011
Skills
Athletics, Public Relations, Marketing, Game Day Operations, Social Media Marketing, Events, Sales, Public Speaking, Ticket Sales, Sports Management, Management, Event Planning, Cold Calling
Education
Drake University 2014 — 2015
Master of Financial Management, Finance and Financial Management Services, 3.85 GPA
California Baptist University 2012 — 2012
Masters in Kinesiology, Sport Management, 3.6 GPA
University of Oklahoma 2007 — 2011
Bachelor of Science (B.S.), Multi-/Interdisciplinary Studies, Business/HR
Bank of the West November 2014 - Present
Wells Fargo January 2013 - July 2014
GE Energy May 2011 - May 2012
Applied Research International November 2006 - May 2010
Applied Research International September 2004 - October 2006
Tanker Pacific Management (Singapore) Pte Ltd September 2002 - July 2004
Skills
Financial Modeling, Corporate Finance, Project Management, Financial Analysis, Business Analysis, Bloomberg, Analytics, Stata, Economics, Cost Accounting, SQL
Education
Brandeis University 2010 — 2012
MBA, Finance
Charles Schwab August 2009 - Present
Fidelity Investments 2004 - 2009
Bank of the West 2002 - 2004
Bank of America 2000 - 2002
Montecito Bank & Trust 1998 - 2000
Education
Brigham Young University 1981 — 1984
BA, Public Policy
Chuck Ridings State Farm May 2014 - Present
Bank of the West July 2013 - May 2014
Bowhaus Doggy Daycare & Boarding May 2013 - November 2013
Gunbarrel Green April 2011 - April 2013
University of Colorado, Boulder January 2008 - January 2011
Sensorimotor Psychotherapy Institute June 2007 - January 2008
Skills
Customer Service, Microsoft Office, Organizational..., Online Research, Heavy Calendaring, Master Scheduling, Morale, Proactive self-starter, Macintosh Applications, Aesthetics, Therapeutic Massage, Neuromuscular Therapy, Supportive, Paperwork, Office Administration, Front Office, Office Management, Manuals, Social Networking, Microsoft Excel, Public Speaking
Education
North Carolina State University 2003 — 2006
Bachelor of Arts (B.A.), Psychology and Sociology
Brevard College 2001 — 2002
transferred, Wilderness Leadership and Experiential Education
Amazon Web Services July 2012 - Present
Bank of the West June 2010 - July 2012
Bank of the West July 2008 - August 2010
Bank of the West May 2007 - July 2008
Bank of the West September 2004 - May 2007
Lighthouse Community Center August 2002 - August 2004
Crystal Island Creations September 2001 - September 2002
Skills
Dashboards, Data Warehouse..., MicroStrategy, Business Objects, Teradata, Business Intelligence, SharePoint, SharePoint Designer, Informatica, SQL Server 2000-2008, SSAS, SSIS, SSRS, C#, VB.NET, VBA, ETL, Tableau, Sun Certified Java..., Balanced Scorecard, Database Design, Database Development, T-SQL, PL/SQL, COBOL, Easytrieve, Business Process..., XML, HTML, Microstrategy, Databases, Microsoft SQL Server, Dashboard, Oracle
Education
Biola University 2000 — 2004
Bachelor of Arts
Wyoming Financial Insurance, Inc. January 2013 - Present
Bank of the West January 2007 - January 2012
BancWest Investments June 2005 - December 2006
Prudential Financial August 1980 - June 2005
Skills
Series 7, Series 65, Series 24, Life Insurance licensed, Series 63, Fixed Annuities, Mutual Funds, Wealth Management, Series 6, Retirement Planning, Financial Advisory, Retirement, 401k, FINRA, Investments, Securities, Separately Managed..., Investment Advisory, Strategic Financial..., IRAs, Financial Services, Variable Annuities, Asset Allocation, Insurance, Life Insurance
Education
Bryn Mawr College 1982 — 1990
Associates, Financial Planning
Contra Costa County December 2012 - Present
Bank of the West August 2010 - December 2012
Xantrion May 2009 - October 2009
Round Table Pizza, Inc. 2008 - 2008
Contemporary Forums 2003 - 2008
Skills
Hardware, Security, Active Directory, Microsoft Exchange, Computer Hardware, XP, Networking, Troubleshooting, Help Desk Support, VMware, Microsoft Office, Call Centers, Windows, Windows 7, Citrix, System Administration, VPN, Management, Customer Service, Information Technology, Software Installation, Technical Support, Software Documentation, Windows Server, Lotus Notes
Education
Microsoft Academy 2001 — 2002
MCP, Active Directory, Server and desktop management
Cisco Networking Academy 2000 — 2001
CCNA, Computer networking
California State University-East Bay
MS, Education
Brigham Young University 1981 — 1983
BS, Education
Bank of the West August 2015 - Present
NorthStar Financial Services Group, LLC May 2012 - Present
TD Ameritrade August 2007 - December 2011
TD Ameritrade 2006 - 2007
NOLL CONTRACT SERVICES 2005 - 2006
Marcus Meriden Cleghorn High School January 2003 - August 2004
Target 2002 - 2003
Skills
Time Management, Team Leadership, Outlook, Financial Analysis, Customer Retention, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Accounts Payable, Access
Education
University of Nebraska at Omaha 2007 — 2011
MBA, Business
Briar Cliff University 2001 — 2005
BA, Business Administration
Bank of the West 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2005 - 2008
Wells Fargo 2004 - 2005
SPINS 2003 - 2004
Edgar, Dunn & Company 2000 - 2002
Cambridge Technology Partners 1996 - 1998
The Boston Consulting Group 1993 - 1996
Skills
Internet Banking, Innovation Management, User-centered Design, Product Development, Product Managment, Customer Experience, User Experience, Concept Development, Change Management, Internet Strategy, Capability Assessment, Innovation, Innovation Development, Future Trends, Banking, Product Strategy, Personal Finance, Product Innovation, Service Design, Accessibility, Universal Design, Internet Services, Product Management, Strategy, Cross-functional Team..., Management, Financial Services, Online Marketing, Business Analysis, Mobile Devices, E-commerce, Strategic Partnerships, Competitive Analysis, Executive Management, Account Management
Education
Haas School of Business, UC Berkeley 1998 — 2000
Master of Business Administration (MBA)
Brown University
AB
Bank of the West April 2015 - Present
Visa March 2013 - March 2015
E*TRADE Financial September 2006 - March 2013
Charles Schwab, CenterStone and Others June 2006 - August 2006
CTB/McGraw Hill March 2004 - January 2006
Global Automation Inc. May 1995 - March 2004
Tata Unisys Ltd. June 1986 - April 1995
Skills
Software Project..., SDLC, Agile Methodologies, Vendor Management, Business Analysis, Requirements Gathering, Enterprise Architecture, E-commerce, SOA, Web Applications, Unix, PMP, Software Development, Web Services, Agile Project Management, Project Management, Strategy, Mobile Devices, Requirements Analysis, IT Strategy, Management, Project Planning
Education
Birla Institute of Technology and Science
MscTech, Computer Science
Kendriya Vidyalaya
Bank of the West June 2010 - Present
Startup in health care October 2008 - September 2012
Gap Inc. February 2007 - May 2010
Kaiser Permanente August 2004 - January 2007
PeopleSoft, Inc August 1997 - July 2004
Skills
Business Intelligence, ERP, Program Management, Enterprise Software, Cross-functional Team..., Data Warehousing, Change Management, Leadership, Management, IT Strategy, SDLC, Process Improvement, PeopleSoft, Start-ups, SAP, Outsourcing, Six Sigma, Project Portfolio..., Vendor Management, Product Development, Japanese, Hindi, Japan, Strategic Technology..., HRIS, IT Service Delivery, Business Process..., Executive Management, Personnel Management, Enterprise, Business Process, CRM, Integration, Strategy, Software Development, Business Transformation, Human Resources, Talent Management, Innotas, Intranet Strategy, Social Networking, Oracle, Business Process..., Business Analysis, Training, IT Management, PMO, Enterprise Architecture, PMP, Software Project...
Education
Pacific Coast Banking School 2012 — 2014
Diploma
Boston University 2012 — 2012
CIO Pocket MBA
Stanford University 2009 — 2009
Villanova University 2009 — 2009
Green Belt
University of Iowa 1991 — 1993
MS
Osmania University 1987 — 1991
Bachelor of Engineering
ReverseVision December 2014 - Present
ReverseVision December 2014 - Present
Bank of the West May 2011 - September 2014
Prosum Technology Services November 2010 - March 2011
Intuit August 2000 - September 2008
Rockwell/Collins June 1999 - August 2000
Bear Medical Systems May 1991 - June 1999
Skills
Data Center, ITIL, Sun, Virtualization, Solaris, Active Directory, Disaster Recovery, Unix, IT Service Management, Microsoft Exchange, IT Operations, SaaS, Servers, Security, Enterprise Software
Education
Brandman University, Part of the Chapman University System 2006 — 2008
B.S., Computer science
Advancing Visions, Inc. November 2008 - Present
Bank of the West July 2011 - 2012
Bureau Veritas North America, Inc. March 2006 - November 2008
Shawver Associates August 2003 - March 2006
Acutrack, Inc. 2004 - 2004
Chabot-Las Positas Community College District 2003 - 2004
Nestle, Inc. 1986 - 1991
Skills
Graphic Design, Market Planning, Event Planning, Marketing Strategy, Marketing Communications, Product Development, Advertising, Strategy, Email Marketing, Marketing Management, Product Marketing, Business Development, Competitive Analysis, Management, Public Relations, Project Management, Social Media, Marketing, Strategic Planning, Online Marketing, Market Research
Education
St. Mary's College of California 2010 — 2011
MBA, Business Administration, Management and Operations
Las Positas College 2000 — 2003
Associate's Degree, Design and Visual Communications
Cairo University 1982 — 1986
BA in Business, Managerial Accounting, Marketing Management, Economics, Business Administration, ..etc
Bank of the West July 2015 - Present
Presidio Bank March 2013 - April 2015
Sterling Savings Bank September 2008 - March 2013
Dogs 4 Diabetics 2013 - 2013
North Valley Bank August 2004 - September 2008
US Bank of Oregon 1992 - 1995
Skills
Banking, Coaching, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Financial Analysis, Loans, Management, Marketing, Portfolio Management, Sales, Small Business Lending, Team Building
Education
Pacific Coast Banking School 2007 — 2009
George Fox University 1998 — 2000
MBA, Business
Brigham Young University 1983 — 1989
Bachelor of Arts (B.A.), Economics
Comerica Bank March 2015 - Present
Comerica Bank December 2008 - Present
Notary Public for the State of California May 2007 - Present
Bank of the West August 2007 - November 2008
Wells Fargo Home Mortgage August 2006 - August 2007
American Funding Direct 2005 - 2006
Wells Fargo Bank 2004 - 2006
Skills
Loans, Banking, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Retail Banking, Cross Selling, Financial Analysis, Portfolio Management, Consumer Lending, Lines Of Credit, Loan Origination, Small Business Lending, Commercial Lending, Training, Branch Management, Branch Banking, Negotiation, Sales, CRM, Real Estate, Finance, Financial Risk, Financial Services, Customer Service
Education
California State University-Long Beach 2004 — 2006
BA, Economics, Business, Entrepreneurship
Cabrillo College 2001 — 2004
AA, Economics
Harbor High School 1999 — 2002
Bank of the West February 2012 - Present
Merrill Lynch Trust Company September 2007 - February 2012
Foreman & Brasso April 2007 - June 2007
Theodore Rosenblume and Associates December 2006 - May 2007
Dorsey & Whitney LLP December 2006 - March 2007
Trump, Alito, Trump & Prescott May 2006 - August 2006
Microsoft April 2005 - December 2005
Henry Aronson March 2005 - April 2005
Pierce & Shearer August 2003 - March 2004
Law Offices of Joseph Alioto June 2000 - January 2002
Skills
Estate Planning, Civil Litigation, Employment Law, Personal Injury, Trials
Education
Cannon Trust School 2013 — 2013
Golden Gate University, School of Law 1997 — 2000
J.D., Law
Boston University 1990 — 1994
B.A., Philosophy
Lowell High School 1986 — 1990
Bank of the West May 2009 - Present
Bank of the West December 2004 - May 2009
Community First National Bank October 2003 - December 2004
U. S. Bank 1982 - 2003
West One Bank 1994 - 1996
Skills
Lines Of Credit, Liquidity Management, Cash Management, Commercial Banking, Commercial Real Estate, Letters of Credit, Commercial Lending, Treasury Management, Banking, Consumer Lending, Loans, Small Business Lending, Credit, Credit Analysis, Asset Based Lending, Real Estate, Financial Analysis, Construction Loans, Cross Selling, Mortgage Lending, Underwriting, Portfolio Management, Real Estate Financing, Real Estate Economics, Asset Management, Funding, Due Diligence, Relationship Management, Loan Origination, Financial Risk, Commercial Mortgages, Credit Risk, SBA
Education
Pacific Coast Banking School 1991 — 1993
Graduate, Banking
Brigham Young University 1978 — 1982
B.S., Business/Finance/Accounting/Econ.
City National Bank April 2008 - Present
Bank of the West June 2003 - April 2008
Sony Pictures Entertainment November 1998 - May 2003
The Walt Disney Company March 1994 - November 1998
Textron May 1991 - March 1994
Lockheed Corporation May 1980 - May 1991
Education
Bowling Green State University 1971 — 1976
MA, Psychology
Deutsche Bank February 2014 - Present
Bank of the West June 2011 - January 2014
Bank of America June 2007 - June 2011
Bank of America January 2005 - June 2007
Bank of America May 2002 - December 2004
Skills
Commercial Banking, Excel, Financial Operations, Client Services, Treasury Management, Portfolio Management, Financial Services, Internet Banking, Microsoft Excel, Cash Management, Finance, Credit, Financial Analysis, Commercial Lending, Banking, Executive Management, Treasury Services, Analysis, CRM, Management, Leadership
Education
Boston University 2006 — 2008
MS BFM, Banking and Financial Management
Jacksonville University 2003 — 2005
MBA, Business
Flagler College 1999 — 2002
BA, Business and Economics
Cambridge Academy 1994 — 1998
University of California June 2013 - Present
Bank of the West April 2012 - November 2012
Bank of the West March 2011 - April 2012
Wells Fargo Bank January 2010 - December 2010
Wachovia Bank 2007 - January 2010
World Savings August 1997 - September 2007
Bank of America 1994 - 1997
World Savings April 1983 - June 1994
Crocker National Bank June 1978 - April 1983
Skills
Business Analysis, SDLC, Mortgage Lending, Process Improvement, Vendor Management, Risk Management, Business Requirements, Banking, Commercial Lending, Mortgage-backed...
Education
Boston College 1974 — 1978
BS Business Administration, Computer Science
Bank of the West July 2007 - Present
Act-1 2005 - 2006
Union Bank of California April 2001 - June 2005
Accenture October 1998 - April 2001
Lotus Development Corporation, an IBM company October 1994 - August 1998
Northeastern University 1992 - 1994
Education
Fisher College 2006 — 2008
Boston University 1991 — 1993
Bank of the West January 2013 - Present
Bank of the West October 2011 - January 2013
NITA Solutions March 2010 - September 2011
TitleOne Corporation January 2009 - June 2011
LandAmerica Commercial Services May 2005 - January 2009
LandAmerica Transnation 2003 - May 2007
Wells Fargo 1999 - 2003
Skills
New Business Development, Banking, Loans, Mortgage Lending, Commercial Banking, Business Development, Small Business Lending, Investments, Real Estate, Sales, REO, Financial Analysis, Small Business, Cash Management, Contract Negotiation, Real Estate Transactions, Commercial Lending, Management, Residential Homes, Portfolio Management, Commercial Mortgages, Strategic Planning, Underwriting, Refinance, Credit Analysis, Financial Services, Sales Management, Commercial Real Estate, Finance, Credit, Foreclosures, Short Sales, Investment Properties, Customer Service, FHA
Education
Boise State University 1993 — 1995
BS, Business Management with an emphasis in Entrepreneurial
Mesa Community College 1990 — 1992
A.A.Degree
Bank of the West June 2015 - Present
Pearson May 2011 - May 2015
AEGON - (Transamerica) September 2005 - May 2011
AEGON USA March 2003 - September 2005
New Haven Residential Treatment Center September 2002 - March 2003
Novell June 2000 - November 2001
Novell January 2000 - May 2000
Novell November 1996 - December 1999
Novell November 1994 - October 1996
WordPerfect Corporation October 1992 - October 1994
Skills
CISSP, Information Security..., Disaster Recovery, Information Security, IT Audit, Data Security, Security, ISO 27001, PCI DSS, Risk Management, Risk Assessment
Education
Brigham Young University 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), French Language and Literature
The Commerce Bank of Oregon March 2007 - Present
Bank of the West 1998 - 2007
West One Bank 1995 - 2000
Education
Brigham Young University
B.S., Finance
Pacific Coast Banking School
Bank of the West July 2013 - Present
Skills
Commercial Banking, Lines Of Credit, Commercial Lending, SBA, Credit, Finance, Loans, Construction Loans, Credit Analysis, Small Business Lending, Banking, Commercial Mortgages, Commercial Real Estate, C&I Lending, Cash Management, Asset Based Lending
Education
Pacific Coast Banking School 2004 — 2006
Boston University Questrom School of Business 1991 — 1994
Bachelor Science Business Admin.
Bank of the West April 2013 - Present
Bank of the West January 2012 - April 2013
Bank of the West February 2007 - January 2012
Hometown Commercial Capital October 2006 - February 2007
Zions Bank August 2004 - October 2006
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Salesforce.com, Financial Analysis, Cash Flow, Team Management, Leadership, Finance, Analysis, Management, Real Estate Transactions, Training, Mortgage Lending, Banking
Education
Utah Valley University 1999 — 2003
Bachelor's Degree, Integrated Studies: Business Management/Communications
Brigham Young University - Idaho 1997 — 1999
Associate's Degree, General Education
Bank of the West May 2013 - Present
First Republic Bank July 2011 - May 2013
Seattle Bank February 2009 - April 2011
Washington Mutual Bank now part of Chase 2004 - January 2009
Washington Mutual 2002 - 2004
Washington Mutual 1998 - 2002
Union Bank of California January 1988 - January 1990
Gibraltar Saings 1981 - 1985
Skills
Banking, Risk Management, Retail Banking, Loans, Commercial Banking, Financial Risk, Fraud, Vendor Management, Business Analysis, Financial Services, Operational Risk..., Training, Team Building, Project Management, Credit, Credit Analysis, Management, Payments, Customer Service, Fraud Detection, Analysis, Risk Assessment, Leadership, Electronic Payments, Credit Risk, Enterprise Risk..., OFAC, Operational Risk, Business Process..., AML, Team Leadership, Customer Experience, Team Management, Bank Secrecy Act, KYC, ACH, Internal Audit, Process Improvement, Program Management, Call Centers, Finance, Security, Analytics, Anti Money Laundering, Cash Management, Strategy
Education
ABA Graduate School of Banking 2000 — 2002
2 year program, Technology and Operations
Glendale Community College 1983 — 1985
Business and Mass Communications
University of Alaska Fairbanks 1981 — 1983
Business
Brigham Young University 1977 — 1979
Education
Bank of the West July 2015 - Present
Bank of the West May 2012 - Present
Wells Fargo Bank December 2010 - June 2012
Wells Fargo July 2007 - January 2010
Skills
Credit Analysis, Credit, Banking, Financial Analysis, Commercial Mortgages, Market Research, Product Marketing, Cash Management, Treasury Management, Basketball, Softball, Loans, Small Business, Small Business Lending, Mortgage Lending, Commercial Banking, Management, Commercial Lending
Education
Utah State University 2007 — 2009
MBA, Business
BYU 2004 — 2006
Business, Marketing
UVU 2000 — 2002
Associate of Science (A.S.), General Studies
Mutual of Omaha Bank April 2015 - Present
ANB Bank August 2007 - March 2015
Bank of the West May 2006 - August 2007
Small Business Loan Source March 2005 - April 2006
Premier Bank January 2003 - March 2005
U.S. Bank July 2002 - January 2003
California United Bank June 1999 - June 2002
Commercial Banks May 1987 - August 1999
Skills
Member of the Colorado..., Memeber of the..., Member Federal NMLS..., Microsoft Office, New Business Development, Credit, Team Building, Coaching, Customer Service, Leadership, Portfolio Management, Loans, Strategic Planning, Banking, Commercial Banking, Microsoft Excel
Education
Loyola Law School, Los Angeles 1989 — 1993
Juris Doctor (J.D.)
Pacific Coast Banking School
Brigham Young University 1984 — 1985
Master's Degree, Business/Managerial Economics
Brigham Young University
Bachelor's Degree, Economics
Rimkus Consulting Group, Inc. 2009 - 2013
Symantec 2009 - 2009
Stanford University 2007 - 2008
AmericaOne Payment Systems 2002 - 2007
Bank of America 1993 - 2002
Fireman's Fund Insurance Company 1991 - 1993
City College of San Francisco 1988 - 1991
Bank of the West 1986 - 1988
Skills
Sales Management, Credit Cards, Management, New Business Development, Payments, Merchant Services, Visio, Business Strategy, Credit, Office Administration, Marketing Management, Budgets
Education
Bob Jones University
Marketing Management/ Music
Bank of the West June 2014 - Present
Terumo April 2011 - July 2012
Trimble Navigation July 2007 - November 2009
Oracle July 2006 - July 2007
EY January 2005 - July 2006
Skills
Tax Research, Auditing, Hyperion Enterprise, Variance Analysis, US GAAP, Tax, Accounting, Consolidation, Sarbanes-Oxley Act, Essbase, Internal Controls, Cost Accounting, Financial Reporting, Financial Analysis, Forecasting, GAAP
Education
Boston College 2003 — 2004
MSA, Accounting
Bank of the West Executive Vice PresidentUS Bank1984 - 2006
Skills
Small Business Lending, Loans, Commercial Lending, Portfolio Management, Credit Analysis, Commercial Banking, Credit, Banking, Loan Origination, Underwriting, Consumer Lending, Asset Based Lending, Retail Banking, Mortgage Lending, Credit Risk, Lines Of Credit, Financial Risk, Financial Structuring, Relationship Management, Cross Selling, Commercial Mortgages, Risk Management, Capital Markets, Cash Flow Lending, Financial Services
Education
Briar Cliff University 1969 — 1973
Bachelor's degree, Business Administration, Management and Operations
Stanford Hospital & Clinics September 2013 - Present
Santa Barbara Bank and Trust/Union Bank March 1997 - February 2013
Western Payments Assoication 1996 - 2013
Bank of the West, 1991 - 1997
Skills
Vendor Management, Banking, Risk Management, Operations Management, Budgets, Project Management, Microsoft Excel, Microsoft Word, Team Leadership, Tenant Improvement, Facilities Management, Financial Analysis, Project Planning, Team Building, Leadership, Management, Process Improvement, Electronic Banking, ACH, Procurement, Outsourcing, Program Management, Internet Banking, Disaster Recovery, Customer Service, Data Center, Change Management, Cash Management, Training, Executive Management, Retail, Finance, Strategic Planning, Contract Negotiation, Business Analysis, Coaching
Education
International Facilities Management Association 2008 — 2009
FMP - Certification, Facilities Planning and Management
Cabrillo College
Associate of Arts (A.A.), Police Science
Bank of the West June 2015 - Present
Wells Fargo September 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo July 2012 - January 2013
GPS Capital Markets November 2008 - April 2010
Brigham Young University August 2005 - April 2008
Skills
Retail Banking, Team Management, Financial Services, Hedging, FX Options, Risk Management, Customer Service, Customer Acquisition...
Education
Brigham Young University 2005 — 2010
San Francisco Bay Area Branch ManagerAutomotive Finance CorporationNovember 2012 - Present
Automotive Finance Corporation November 2012 - Present
Bank of the West October 2009 - November 2010
Comerica May 2007 - February 2009
Comerica May 1997 - May 2005
Comerica May 1989 - May 1997
Skills
Banking, Loans, Treasury Management, Small Business, Commercial Banking, Deposit Growth, Portfolio Management, Small Business Lending, Consumer Lending, Retail Banking, Auditing, Credit, Commercial Lending, Branch Banking, Cash Management, Financial Services, Leadership, Mortgage Lending, Sales Management, Strategic Financial..., Training, Underwriting, Financial Planning
Education
Brigham Young University 1982 — 1986
None, Business / Finance
Las Positas College 1976 — 1980
Bank of the West April 2013 - Present
Zions Bank April 2008 - February 2012
Zions Bank April 2008 - February 2012
Key Bank April 2007 - April 2008
Wells Fargo Bank April 2004 - April 2007
Skills
Banking, Financial Analysis, Financial Accounting, Management, Project Management, General Insurance, Mediation, Conflict Management, Conflict Resolution, Portfolio Management
Education
University of Central Oklahoma 1986 — 1989
Bachelor of Science, Business
Brigham Young University 1978 — 1979
Business
Brigham Young University - Idaho 1976 — 1977
Associate of Science, General
First Midwest Bank June 2015 - Present
Bank of the West February 2005 - June 2015
Fleet Capital April 1993 - October 1997
GE Capital 1987 - 1993
Skills
Credit, Credit Analysis, Loans, Commercial Lending, New Business Development, Customer Service, Sales, Negotiation, Management, Financial Analysis, Contract Negotiation, Sales Management, Business Development
Education
Bryant University 1974 — 1978
BS, Business Administration
Canterbury 1970 — 1974
Bank of the West May 2015 - Present
Bank of the West March 2014 - April 2015
Bank of the West September 2011 - March 2014
International Monetary Fund December 2010 - September 2011
The World Bank September 2008 - June 2009
Skills
Quantitative Analytics, Microsoft Excel, VBA, Risk Management, Business Systems, Financial Modeling, SharePoint, SAS, InfoPath Forms, Operations Research, Analysis
Education
Boston University 2007 — 2008
MA, Math Finance
Nanjing University 1999 — 2003
BS, Applied Mathematics
Gospel Rescue Mission, Tucson, AZ March 2015 - Present
Grand Canyon University August 2014 - Present
Compass Behavioral Healthcare May 2013 - November 2013
Exodus Community Services Inc. March 2012 - September 2013
HOPE, Inc 2013 - 2013
SOLON Corporation January 2009 - June 2011
Bank of the West 2007 - 2009
Slayne Advisors, LLC 2000 - 2006
Key Global Finance 1997 - 2000
Thermo Ecotek Corp 1995 - 1997
Skills
Project Finance, Photovoltaics, Financial Modeling, Renewable Energy, Cleantech, Structured Finance, Solar Energy, Energy, Due Diligence, Private Equity, Financial Analysis, Valuation, Venture Capital, Loan Origination, Mergers, Corporate Finance, Business Development, Private Placements, Investments, Capital Markets, Financial Structuring, Syndications, Equities, Strategy, Portfolio Management, Investment Banking, Finance, Risk Management, Program Management, Leadership, Contract Negotiation, Management, Credit, Start-ups, Loans, Proposal Writing, Negotiation, Executive Management
Education
Grand Canyon University 2014 — 2016
Master's Degree, Addiction Prevention and Treatment
Fordham Gabelli School of Business 1990 — 1991
MBA, Finance
Boston College 1983 — 1987
Bachelors, Economics Major
Xavier High School 1979 — 1983
Diploma - Honor Society, Liberal Arts
Bank of the West June 2010 - Present
Education
Black Hills State University
Bachelors
MassMutual Intermountain West January 2015 - Present
Bank of the West April 2013 - June 2014
Zions First National Bank April 2008 - February 2012
KeyBank April 2007 - April 2008
Wells Fargo April 2004 - April 2007
Education
University of Central Oklahoma - College of Business Administration 1987 — 1989
Bachelor's Degree, Business Finance
Brigham Young University 1977 — 1978
Did not complete Degree at BYU, Business
Bank of the West 2013 - 2015
Skills
Loans, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Finance, Banking, Lines Of Credit, Portfolio Management, Credit Analysis, SBA, Financial Analysis, Leadership, Customer Service, Commercial Mortgages
Education
Biola University 1982 — 1987
Bank of the West
Skills
Lines Of Credit, Leadership, Customer Service, Credit, Commercial Lending, Commercial Banking, Banking, Event Planning, Loans, Microsoft Office, Public Speaking
Education
ASU
Brigham Young University
Elementary Education and Teaching
Bank of the West May 2013 - Present
Idaho Independent Bank March 2004 - May 2013
Idaho Independent Bank 2004 - 2008
Washington Trust Bank 2000 - 2004
Washington Trust Bank 2000 - 2004
Key Bank 1996 - 2000
Skills
Banking, Commercial Lending, Financial Analysis, Loans, Small Business Lending, Credit Analysis, Credit
Education
Boise State University
B.A. Social Science, Economics
Bishp Kelly High School 1988 — 1991
MOUNTAIN GEM CREDIT UNION August 2013 - Present
Bank of the West April 2013 - August 2013
Mountain West Bank July 2008 - January 2013
Idaho Financial Literacy Coalition 2013 - 2013
Wells Fargo February 2002 - July 2008
Hewlett Packard Credit Union 1999 - 2002
Skills
Banking, Mortgage Lending, Loans, Credit, FHA, Customer Service, Real Estate, Financial Analysis, Investment Properties, Sales, Microsoft Office, Marketing, Small Business Lending, Commercial Lending, Loan Origination
Education
Boise State University
Bachelor of Arts (B.A.), English writing emphasis
Bank of the West January 2008 - Present
Bank of the West August 2006 - January 2008
Skills
Banking, Consumer Lending, Retail Banking, Loans, Financial Services, Cross Selling, Branch Banking, Deposits, Credit Cards, Customer Service, Agricultural Lending, Microsoft Office
Education
Friends University 2006 — 2009
Bachelor's degree, Human Resources Management and Services
Butler Community College 2004 — 2006
Associate's degree
Bank of the West March 2013 - Present
West Corporation June 2011 - February 2013
West Corporation January 2010 - June 2011
West Corporation February 2006 - January 2010
Skills
Customer Service, Customer Satisfaction, Outlook, Call Center, Data Entry, Project Management, Project Planning, MS Project, Microsoft Office, JIRA, SharePoint, Leadership, Detailed Organization, Communication, Troubleshooting, Software Documentation, Time Management, Team Building, Operations Management, Strategic Planning, Team Leadership, Call Centers, Telecommunications, Process Improvement, Product Management, Microsoft Excel, Customer Experience, Analysis
Education
Buena Vista University 2006 — 2009
Bachelor's degree, Accounting
Iowa Western Community College 2003 — 2005
Associate's degree, Psychology
Hach Hach Lange January 2015 - Present
Innovative Management Group September 2014 - November 2014
Bank of the West August 2013 - April 2014
Rembrandt Enterprises January 2013 - May 2013
Buena Vista Regional Medical Center February 2012 - January 2013
The Buckle July 2008 - May 2012
Buena Vista Regional Medical Center December 2011 - January 2012
Skills
Management, Customer Satisfaction, Human Resources, Data Entry, Inventory Management, Microsoft Office, Sales, Employee Relations, Customer Service, eClubLOGIC, Budgets, Advertising, Professional Phone..., Cash Handling Experience, Recruiting, Scheduling, Event Planning
Education
Buena Vista University 2009 — 2013
Business Management, Human Resources
AAA Banking April 2013 - Present
American National Bank June 2011 - April 2013
Bank of the West March 2007 - June 2011
Skills
Loans, Mortgage Lending, Credit, Underwriting, Mortgage Banking, Commercial Lending, Real Estate, Retail Banking, Loan Origination, Consumer Lending, Banking, Commercial Banking, Credit Analysis, Residential Mortgages, Refinance
Education
Buena Vista University 2001 — 2004
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Bank of the West November 2012 - Present
Education
Black Hills State University 1996 — 2000
Bachelor of Business Administration (BBA), Entrepreneurial Studies
Bank of the West December 2005 - Present
Commercial Federal Bank October 2001 - December 2005
Skills
Quality Control, Report Writing, Communication, Mortgage Lending, Microsoft Excel
Education
Buena Vista University 2001 — 2003
Bachelor of Arts (B.A.), Banking and Finance
Indian Hills Community College 2000 — 2001
Associate of Arts (A.A.), Art/Art Studies, General
Bank of the West July 2014 - Present
Education
Bryant University
Master of Business Administration (MBA), Accounting and Finance