BofI Federal Bank
Description
Axos Bank, formerly Bank of Internet USA, is an American federally chartered direct bank headquartered in San Diego, California. It is the main consumer brand of Axos Financial. It is the oldest Internet-only bank in the United States. Headquarters: San Diego, CA Parent organization: Axos Financial Total assets: 8.5 billion USD (2017) Founded: 2000 Founders: Gary Lewis Evans, Jerry F Englert
BofI Federal Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BofI Federal Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BofI Federal Bank Employees
Employee
Years
Job
Industry
Martin Ho Hin Chan Martin Ho Hin Chan's BofI Federal Bank Experience March 2011 - December 2011
Job Data Analyst at Phoenix American
Industry Financial Services
Experience
Phoenix American Inc. May 2012 - Present
RE/MAX March 2011 - January 2012
Morgan Stanley Smith Barney September 2011 - December 2011
BofI Federal Bank March 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Skills
Analysis, Microsoft Office, Databases, Microsoft SQL Server, Corporate Finance, Financial Analysis, Microsoft Excel, Management
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Finance, Accounting, Business, Economics, 3.7
Phoenix American Inc. May 2012 - Present
RE/MAX March 2011 - January 2012
Morgan Stanley Smith Barney September 2011 - December 2011
BofI Federal Bank March 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Skills
Analysis, Microsoft Office, Databases, Microsoft SQL Server, Corporate Finance, Financial Analysis, Microsoft Excel, Management
Education
University of California, Davis 2008 — 2012
B.S., Managerial Economics, Finance, Accounting, Business, Economics, 3.7
Anthony Fabian Anthony Fabian's BofI Federal Bank Experience July 2015 - Present
Job Appraisal Analyst, BOFI Federal Bank
Industry Banking
Experience
BofI Federal Bank July 2015 - Present
BofI Federal Bank February 2015 - July 2015
Sports Fever October 2005 - February 2015
THG Sports July 2014 - December 2014
Finish Line October 2003 - August 2005
Skills
Retail, Store Management, Merchandising, Visual Merchandising, Customer Service, Loss Prevention, Retail Sales, Inventory Management, Cashiering, Inventory Control, Store Operations, Sales, Microsoft Office, Time Management, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Fashion
Education
San Diego State University-California State University 2010 — 2013
Bachelor's Degree, Social Science with an emphasis in Economics
Southwestern College
BofI Federal Bank July 2015 - Present
BofI Federal Bank February 2015 - July 2015
Sports Fever October 2005 - February 2015
THG Sports July 2014 - December 2014
Finish Line October 2003 - August 2005
Skills
Retail, Store Management, Merchandising, Visual Merchandising, Customer Service, Loss Prevention, Retail Sales, Inventory Management, Cashiering, Inventory Control, Store Operations, Sales, Microsoft Office, Time Management, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Fashion
Education
San Diego State University-California State University 2010 — 2013
Bachelor's Degree, Social Science with an emphasis in Economics
Southwestern College
Charles Fields-Martinez Charles Fields-Martinez's BofI Federal Bank Experience August 2014 - Present
Job Vice President of Auto Lending at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank August 2014 - Present
CashCall, Inc. October 2012 - August 2014
LEAP Financial July 2011 - October 2012
LEAP Financial March 2011 - July 2011
Santander Consumer USA January 2010 - March 2011
HSBC Asset Management January 2010 - March 2011
Skills
Vendor Management, Portfolio Management, Strategic initiatives, Employee Development, Business Development, Process Improvement, Learning and Devlopment, Call Center Leader, Audit and Compliance, Strategic Initiatives, Auditing, Operations Management, Performance Management, Software Development..., Leadership, Business Analysis, Training, Banking, Leadership Development, Risk Management, Management, Compliance, Financial Analysis, Call Center, Budgets, Loss Mitigation, Customer Service, Credit Risk, Call Centers, Loans, Analytics, Sales, Credit, Credit Analysis, Financial Services, Executive Management, Customer Satisfaction, Relationship Management, Financial Risk, Analysis, Strategy, Credit Cards, Loan Servicing, Program Management, Mergers & Acquisitions, Financial Modeling, Human Resources, Loan Origination, Funding, Forecasting
Education
University of California, San Diego 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Econometrics and Quantitative Economics
BofI Federal Bank August 2014 - Present
CashCall, Inc. October 2012 - August 2014
LEAP Financial July 2011 - October 2012
LEAP Financial March 2011 - July 2011
Santander Consumer USA January 2010 - March 2011
HSBC Asset Management January 2010 - March 2011
Skills
Vendor Management, Portfolio Management, Strategic initiatives, Employee Development, Business Development, Process Improvement, Learning and Devlopment, Call Center Leader, Audit and Compliance, Strategic Initiatives, Auditing, Operations Management, Performance Management, Software Development..., Leadership, Business Analysis, Training, Banking, Leadership Development, Risk Management, Management, Compliance, Financial Analysis, Call Center, Budgets, Loss Mitigation, Customer Service, Credit Risk, Call Centers, Loans, Analytics, Sales, Credit, Credit Analysis, Financial Services, Executive Management, Customer Satisfaction, Relationship Management, Financial Risk, Analysis, Strategy, Credit Cards, Loan Servicing, Program Management, Mergers & Acquisitions, Financial Modeling, Human Resources, Loan Origination, Funding, Forecasting
Education
University of California, San Diego 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Econometrics and Quantitative Economics
Lauren Smyle's BofI Federal Bank Experience September 2014 - Present
Job CRE Bridge Lending Specialist at BofI Federal Bank
Industry Commercial Real Estate
Experience
BofI Federal Bank September 2014 - Present
BofI Federal Bank May 2013 - September 2014
Magnaglobe Enterprises March 2005 - June 2013
The San Diego Foundation October 2011 - June 2012
Harcourts Prestige Properties February 2012 - May 2012
UC San Diego April 2010 - October 2011
UC San Diego September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Event Planning, Leadership Development, Team Leadership, Data Analysis, Customer Service, GIS, Notary Public, Financial Analysis, Microsoft Visio, Quantitative Analysis, Qualitative Research, Quickbooks, Organizational..., Jack Henry, Presentation Design, Art, Mortgage Underwriting, Writing, Salesforce, Project Management
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), Urban Studies and Planning, 3.9
BofI Federal Bank September 2014 - Present
BofI Federal Bank May 2013 - September 2014
Magnaglobe Enterprises March 2005 - June 2013
The San Diego Foundation October 2011 - June 2012
Harcourts Prestige Properties February 2012 - May 2012
UC San Diego April 2010 - October 2011
UC San Diego September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Event Planning, Leadership Development, Team Leadership, Data Analysis, Customer Service, GIS, Notary Public, Financial Analysis, Microsoft Visio, Quantitative Analysis, Qualitative Research, Quickbooks, Organizational..., Jack Henry, Presentation Design, Art, Mortgage Underwriting, Writing, Salesforce, Project Management
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), Urban Studies and Planning, 3.9
Dan Pasternack's BofI Federal Bank Experience December 2014 - May 2015
Job Operations Manager, Financial Planning Analyst at Wealth Strategies Group
Industry Financial Services
Experience
Wealth Strategies Group May 2015 - Present
BofI Federal Bank December 2014 - May 2015
Gupta Wealth Management April 2014 - October 2014
Dunham & Associates July 2012 - April 2014
First Allied Wealth Management June 2007 - July 2012
Commonwealth Financial Network October 2005 - June 2007
LPL Financial July 2005 - October 2005
Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities
Education
Devry University - Keller Institute 2010 — 2011
MBA, Finance
Tulane University 2000 — 2003
BA, Political Economics, History, Spanish
Phillips Exeter Academy 1997 — 2000
HS Diploma, High School
Burlingame High School 1996 — 1997
Borel Middle School 1994 — 1996
The Nueva School (Elementary school) 1991 — 1994
Wealth Strategies Group May 2015 - Present
BofI Federal Bank December 2014 - May 2015
Gupta Wealth Management April 2014 - October 2014
Dunham & Associates July 2012 - April 2014
First Allied Wealth Management June 2007 - July 2012
Commonwealth Financial Network October 2005 - June 2007
LPL Financial July 2005 - October 2005
Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities
Education
Devry University - Keller Institute 2010 — 2011
MBA, Finance
Tulane University 2000 — 2003
BA, Political Economics, History, Spanish
Phillips Exeter Academy 1997 — 2000
HS Diploma, High School
Burlingame High School 1996 — 1997
Borel Middle School 1994 — 1996
The Nueva School (Elementary school) 1991 — 1994
Justin Doan Justin Doan's BofI Federal Bank Experience August 2013 - August 2015
Job Credit Analyst, REID at Bank of the West
Industry Banking
Experience
Bank of the West August 2015 - Present
BofI Federal Bank August 2013 - August 2015
eQuest Realty and Mortgage June 2010 - September 2010
State Senator Mark Wyland June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Databases, Data Entry, Time Management, Microsoft SQL Server, Jack Henry, REDI, SharePoint, Stata, Analysis, Finance, Banking, Community Outreach, Event Planning, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Public Speaking, Research, Teamwork
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting Minor, 3.809
Carlsbad High School 2006 — 2010
Bank of the West August 2015 - Present
BofI Federal Bank August 2013 - August 2015
eQuest Realty and Mortgage June 2010 - September 2010
State Senator Mark Wyland June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Databases, Data Entry, Time Management, Microsoft SQL Server, Jack Henry, REDI, SharePoint, Stata, Analysis, Finance, Banking, Community Outreach, Event Planning, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Public Speaking, Research, Teamwork
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting Minor, 3.809
Carlsbad High School 2006 — 2010
Kinsey Tarantolo Kinsey Tarantolo's BofI Federal Bank Experience July 2015 - Present
Job VP, Management Controls at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank July 2015 - Present
BofI Federal Bank July 2015 - Present
KPMG, LLP October 2009 - July 2015
Qualcomm June 2008 - May 2009
Radio Shack June 2004 - May 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, External Audit, Internal Audit, SOC 1, Project Management, Financial Services, IT Audit, Financial Accounting, US GAAP, Financial Analysis, Business Process
Education
University of San Diego 2005 — 2009
Bachelors of Accountancy, Accounting, Asian Studies
BofI Federal Bank July 2015 - Present
BofI Federal Bank July 2015 - Present
KPMG, LLP October 2009 - July 2015
Qualcomm June 2008 - May 2009
Radio Shack June 2004 - May 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, External Audit, Internal Audit, SOC 1, Project Management, Financial Services, IT Audit, Financial Accounting, US GAAP, Financial Analysis, Business Process
Education
University of San Diego 2005 — 2009
Bachelors of Accountancy, Accounting, Asian Studies
Adam Dosskey's BofI Federal Bank Experience December 2010 - February 2012
Job Vice President CBRE Wholesale Lending Group at CBRE
Industry Capital Markets
Experience
CBRE July 2015 - Present
Sabal Financial Group LP June 2014 - July 2015
Provident Savings Bank January 2012 - May 2014
BofI Federal Bank December 2010 - February 2012
Indymac Bank 2007 - 2008
United Labor Bank 2006 - 2007
Newmark Realty Capital 2005 - 2006
Marcus & Millichap 2002 - 2005
Skills
Loans, Commercial Mortgages, Real Estate Economics, Real Estate, Underwriting, Commercial Lending, Real Estate Financing, Mortgage Lending, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Analysis, Bridge Loans, Credit Analysis, Mortgage Banking, Finance, Commercial Real Estate, Real Estate Transactions, Refinance, Mezzanine, CMBS, Investments, Brokerage, Construction Loans
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
University of California, Davis 1998 — 2002
B.S. Managerial Economics
CBRE July 2015 - Present
Sabal Financial Group LP June 2014 - July 2015
Provident Savings Bank January 2012 - May 2014
BofI Federal Bank December 2010 - February 2012
Indymac Bank 2007 - 2008
United Labor Bank 2006 - 2007
Newmark Realty Capital 2005 - 2006
Marcus & Millichap 2002 - 2005
Skills
Loans, Commercial Mortgages, Real Estate Economics, Real Estate, Underwriting, Commercial Lending, Real Estate Financing, Mortgage Lending, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Analysis, Bridge Loans, Credit Analysis, Mortgage Banking, Finance, Commercial Real Estate, Real Estate Transactions, Refinance, Mezzanine, CMBS, Investments, Brokerage, Construction Loans
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
University of California, Davis 1998 — 2002
B.S. Managerial Economics
Kyle Nadler Kyle Nadler's BofI Federal Bank Experience April 2015 - Present
Job Credit Intern at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank April 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Banking
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Economics
BofI Federal Bank April 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Banking
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Economics
Brandon Kravitz Brandon Kravitz's BofI Federal Bank Experience September 2012 - September 2014
Job Sr. Developer at Jungo Inc
Industry Information Technology and Services
Experience
Jungo Inc February 2015 - Present
RelationEdge October 2014 - Present
BofI Federal Bank September 2012 - September 2014
Nationwide August 2007 - September 2012
Skills
System Administration, Windows Server, Microsoft Office, Microsoft Exchange, Microsoft Technologies, IIS, Active Directory, SQL, Microsoft SQL Server, Linux, Networking, Windows 7, Firewalls, Citrix, Management, HTML, SharePoint, Troubleshooting, Visio, Databases, CRM, Disaster Recovery, Team Leadership, Access, VoIP, Vendor Management, Analysis, Banking, IT Management, Web Design, Software Documentation, Process Improvement, Financial Analysis, Data Analysis, Web Services, Amazon Web Services..., SOAP, Sharepoint..., Mortgage Lending, income property lending
Education
UCI
San Dieguito Academy
Jungo Inc February 2015 - Present
RelationEdge October 2014 - Present
BofI Federal Bank September 2012 - September 2014
Nationwide August 2007 - September 2012
Skills
System Administration, Windows Server, Microsoft Office, Microsoft Exchange, Microsoft Technologies, IIS, Active Directory, SQL, Microsoft SQL Server, Linux, Networking, Windows 7, Firewalls, Citrix, Management, HTML, SharePoint, Troubleshooting, Visio, Databases, CRM, Disaster Recovery, Team Leadership, Access, VoIP, Vendor Management, Analysis, Banking, IT Management, Web Design, Software Documentation, Process Improvement, Financial Analysis, Data Analysis, Web Services, Amazon Web Services..., SOAP, Sharepoint..., Mortgage Lending, income property lending
Education
UCI
San Dieguito Academy
David Matusewicz David Matusewicz's BofI Federal Bank Experience August 2013 - March 2014
Job National Account Executive, Artist Liaison
Industry Financial Services
Experience
National Funding January 2015 - Present
Identity Management Group November 2014 - Present
National Funding April 2014 - December 2014
Bassmnt Nightclub February 2014 - November 2014
BofI Federal Bank August 2013 - March 2014
Bassmnt Nightclub June 2013 - February 2014
UC San Diego September 2010 - January 2013
Sigma Chi Fraternity April 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Social Media, Research, Data Analysis, Facebook, Customer Service, Spanish, Leadership, Critical Thinking, PCR, Social Media Marketing, Community Outreach, Fundraising, Outlook, Management, Sales, Recruiting, Business Development
Education
University of California, San Diego 2010 — 2012
Political Science B.A, Minor in Law and Society
Prospect High School 2003 — 2007
General Education
National Funding January 2015 - Present
Identity Management Group November 2014 - Present
National Funding April 2014 - December 2014
Bassmnt Nightclub February 2014 - November 2014
BofI Federal Bank August 2013 - March 2014
Bassmnt Nightclub June 2013 - February 2014
UC San Diego September 2010 - January 2013
Sigma Chi Fraternity April 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Social Media, Research, Data Analysis, Facebook, Customer Service, Spanish, Leadership, Critical Thinking, PCR, Social Media Marketing, Community Outreach, Fundraising, Outlook, Management, Sales, Recruiting, Business Development
Education
University of California, San Diego 2010 — 2012
Political Science B.A, Minor in Law and Society
Prospect High School 2003 — 2007
General Education
Aleena Ashary's BofI Federal Bank Experience January 2015 - Present
Job Jr. Process Analyst at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank January 2015 - Present
Tulane University August 2012 - Present
NOLA Eye Care January 2012 - Present
Molina Healthcare May 2013 - August 2013
Arcapita Bank B.S.C.(c) August 2012 - August 2012
Horwitz Cron & Armstrong December 2011 - January 2012
Limestone Capital August 2011 - August 2011
VerifPoint May 2011 - June 2011
Reel Muzik Werks May 2011 - May 2011
Kumon August 2009 - June 2010
Skills
Community Outreach, Student Development, Student Leadership, Social Media, Microsoft Office, Microsoft Excel, Member of Mensa, Event Planning, Grant Writing, Program Evaluation, Service Learning, Communication, Residence Life, Concur, Budgets
Education
Tulane University 2010 — 2014
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Mathematics and Philosophy
BofI Federal Bank January 2015 - Present
Tulane University August 2012 - Present
NOLA Eye Care January 2012 - Present
Molina Healthcare May 2013 - August 2013
Arcapita Bank B.S.C.(c) August 2012 - August 2012
Horwitz Cron & Armstrong December 2011 - January 2012
Limestone Capital August 2011 - August 2011
VerifPoint May 2011 - June 2011
Reel Muzik Werks May 2011 - May 2011
Kumon August 2009 - June 2010
Skills
Community Outreach, Student Development, Student Leadership, Social Media, Microsoft Office, Microsoft Excel, Member of Mensa, Event Planning, Grant Writing, Program Evaluation, Service Learning, Communication, Residence Life, Concur, Budgets
Education
Tulane University 2010 — 2014
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Mathematics and Philosophy
Amanda Doan's BofI Federal Bank Experience May 2014 - Present
Job Portfolio Analyst at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank May 2014 - Present
Monterey Financial Services October 2011 - May 2014
Skills
Banking, Credit, Loans, Credit Analysis, Analysis, Credit Risk, Customer Service, Finance, Loan Origination, Mortgage Lending, Portfolio Management, PowerPoint, Process Improvement, Microsoft Office, Risk Management, Financial Risk, Commercial Banking
Education
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Human Biology
BofI Federal Bank May 2014 - Present
Monterey Financial Services October 2011 - May 2014
Skills
Banking, Credit, Loans, Credit Analysis, Analysis, Credit Risk, Customer Service, Finance, Loan Origination, Mortgage Lending, Portfolio Management, PowerPoint, Process Improvement, Microsoft Office, Risk Management, Financial Risk, Commercial Banking
Education
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Human Biology
Bryan Do's BofI Federal Bank Experience March 2014 - Present
Job Specialty Deposits Banker at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank March 2014 - Present
Union Bank April 2013 - March 2014
Union Bank April 2010 - 2013
Union Bank June 2009 - April 2010
Skills
Loans, Finance, Banking, Consumer Lending, Management, Loan Servicing, Deposits, Retail Banking, Customer Service, Small Business Lending
Education
University of Phoenix 2010 — 2012
Bachelor of science in business, Business Administration and Management, General, 3.14
BofI Federal Bank March 2014 - Present
Union Bank April 2013 - March 2014
Union Bank April 2010 - 2013
Union Bank June 2009 - April 2010
Skills
Loans, Finance, Banking, Consumer Lending, Management, Loan Servicing, Deposits, Retail Banking, Customer Service, Small Business Lending
Education
University of Phoenix 2010 — 2012
Bachelor of science in business, Business Administration and Management, General, 3.14
Mai Tran's BofI Federal Bank Experience March 2015 - June 2015
Job Operations Management Intern at Altegris
Industry Accounting
Experience
Altegris September 2015 - Present
Delta Sigma Pi - Omicron Sigma Chapter May 2015 - Present
General Electric (GE) June 2015 - September 2015
BofI Federal Bank March 2015 - June 2015
UCSD Executive Vice Chancellor's Office September 2014 - March 2015
Delta Sigma Pi - Omicron Sigma Chapter May 2014 - December 2014
Internet Marketing Inc. June 2014 - October 2014
UBS Financial Services, Inc. May 2014 - August 2014
UC San Diego International Students & Programs Office August 2013 - May 2014
Thurgood Marshall College August 2013 - April 2014
Skills
Data Analysis, Community Outreach, Research, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Analysis, Public Speaking, Accounting, Student Affairs, Microsoft Word, Stata, Social Media, Public Policy, Matlab, Policy Analysis, SPSS, Modeling, Customer Service, Vietnamese, Time Management
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (BS), Management Science, 3.76
University of California, San Diego - The Rady School of Management 2011 — 2015
Minor, Accounting, 3.86
Altegris September 2015 - Present
Delta Sigma Pi - Omicron Sigma Chapter May 2015 - Present
General Electric (GE) June 2015 - September 2015
BofI Federal Bank March 2015 - June 2015
UCSD Executive Vice Chancellor's Office September 2014 - March 2015
Delta Sigma Pi - Omicron Sigma Chapter May 2014 - December 2014
Internet Marketing Inc. June 2014 - October 2014
UBS Financial Services, Inc. May 2014 - August 2014
UC San Diego International Students & Programs Office August 2013 - May 2014
Thurgood Marshall College August 2013 - April 2014
Skills
Data Analysis, Community Outreach, Research, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Analysis, Public Speaking, Accounting, Student Affairs, Microsoft Word, Stata, Social Media, Public Policy, Matlab, Policy Analysis, SPSS, Modeling, Customer Service, Vietnamese, Time Management
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (BS), Management Science, 3.76
University of California, San Diego - The Rady School of Management 2011 — 2015
Minor, Accounting, 3.86
James Irwin James Irwin's BofI Federal Bank Experience February 2013 - October 2013
Job Senior Vice President at Credit Value Partners, LP
Industry Financial Services
Experience
Credit Value Partners, LP July 2015 - Present
Metis Commercial Finance August 2014 - Present
BofI Federal Bank February 2013 - October 2013
MC Healthcare Finance February 2012 - February 2013
Cross Communications/Helios Group International September 2007 - March 2012
mCapital January 2007 - January 2011
Meridian Healthcare Finance February 1997 - December 2006
J.C. Bradford & Co. February 1995 - January 1997
Solomon Smith Barney, Inc. January 1994 - January 1995
Prudential Securities, Inc January 1991 - December 1993
Skills
Corporate Finance, Asset Based Lending, Financial Modeling, Banking, Start-ups, Capital, New Business Development, Business Strategy, Business Planning, Healthcare, Loan Origination, Strategic Planning, Sales Management, Team Building, Capital Markets, International Business, Securitization, Strategic Leadership, Capital Structure, Operations Management, Marketing Strategy, International Finance, Cross-functional Team..., Portfolio Optimization, Quantitative Finance, Market Research, Organizational..., Financial Reporting, Entrepreneurial..., Budgeting, Business Management, Risk Assessment, Creative Vision, Operational Planning, Healthcare Asset Based..., Portfolio Strategy, Financial Engineering, Business Optimization, Published Author, Board Development, Strategy, Finance, Portfolio Management, Private Equity, Leveraged Finance, Entrepreneurship, Executive Management, Management
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
M.B.A., Finance
University of Colorado at Boulder 1978 — 1982
B.S, Economics
Torrey Pines High School
High School Diploma
Credit Value Partners, LP July 2015 - Present
Metis Commercial Finance August 2014 - Present
BofI Federal Bank February 2013 - October 2013
MC Healthcare Finance February 2012 - February 2013
Cross Communications/Helios Group International September 2007 - March 2012
mCapital January 2007 - January 2011
Meridian Healthcare Finance February 1997 - December 2006
J.C. Bradford & Co. February 1995 - January 1997
Solomon Smith Barney, Inc. January 1994 - January 1995
Prudential Securities, Inc January 1991 - December 1993
Skills
Corporate Finance, Asset Based Lending, Financial Modeling, Banking, Start-ups, Capital, New Business Development, Business Strategy, Business Planning, Healthcare, Loan Origination, Strategic Planning, Sales Management, Team Building, Capital Markets, International Business, Securitization, Strategic Leadership, Capital Structure, Operations Management, Marketing Strategy, International Finance, Cross-functional Team..., Portfolio Optimization, Quantitative Finance, Market Research, Organizational..., Financial Reporting, Entrepreneurial..., Budgeting, Business Management, Risk Assessment, Creative Vision, Operational Planning, Healthcare Asset Based..., Portfolio Strategy, Financial Engineering, Business Optimization, Published Author, Board Development, Strategy, Finance, Portfolio Management, Private Equity, Leveraged Finance, Entrepreneurship, Executive Management, Management
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
M.B.A., Finance
University of Colorado at Boulder 1978 — 1982
B.S, Economics
Torrey Pines High School
High School Diploma
Sophie-Lynn von Henkle Sophie-Lynn von Henkle's BofI Federal Bank Experience August 2014 - Present
Job BOFI Federal Bank National Account Executive
Industry Banking
Experience
BofI Federal Bank August 2014 - Present
Cassidy Turley September 2012 - August 2014
Siliken S.A. October 2011 - September 2012
SPG Solar July 2011 - October 2011
SPG Solar, Inc. October 2010 - February 2011
KYOCERA Solar, Inc May 2008 - October 2009
United Solar Ovonic, LLC April 2007 - May 2008
Jensvold Associates June 1999 - July 2005
Skills
Renewable Energy, Salesforce.com, SAP, Logistics, Project Coordination, Sales Operations, QuickBooks, Shipping
Education
University of San Diego 2000 — 2005
Bachelor, Business Administration; Finance/Real Estate
BofI Federal Bank August 2014 - Present
Cassidy Turley September 2012 - August 2014
Siliken S.A. October 2011 - September 2012
SPG Solar July 2011 - October 2011
SPG Solar, Inc. October 2010 - February 2011
KYOCERA Solar, Inc May 2008 - October 2009
United Solar Ovonic, LLC April 2007 - May 2008
Jensvold Associates June 1999 - July 2005
Skills
Renewable Energy, Salesforce.com, SAP, Logistics, Project Coordination, Sales Operations, QuickBooks, Shipping
Education
University of San Diego 2000 — 2005
Bachelor, Business Administration; Finance/Real Estate
Daniella Marca Daniella Marca's BofI Federal Bank Experience September 2015 - Present
Job Junior Relationship Manager CRE Bridge Lending at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank September 2015 - Present
Torrey Pines Bank October 2014 - September 2015
Torrey Pines Bank March 2013 - October 2014
Bon Affair, Inc. March 2013 - December 2013
DLA Piper May 2013 - September 2013
Home of Guiding Hands June 2010 - September 2012
Young Life June 2010 - July 2011
Skills
Event Planning, Event Management, Social Media, Microsoft Excel, Microsoft Word, Outlook, Leadership, PowerPoint, Teamwork, Market Research, Microsoft Office, CRM, Social Media Marketing, Fundraising, Public Speaking, Social Networking, Public Relations, Marketing Strategy, Financial Analysis
Education
University of San Diego 2008 — 2012
BBA International Business, Minors in Spanish & Theology
Universidad Pontificia Comillas 2011 — 2011
ICADE
Pinnacle High School 2004 — 2008
High School Diploma
BofI Federal Bank September 2015 - Present
Torrey Pines Bank October 2014 - September 2015
Torrey Pines Bank March 2013 - October 2014
Bon Affair, Inc. March 2013 - December 2013
DLA Piper May 2013 - September 2013
Home of Guiding Hands June 2010 - September 2012
Young Life June 2010 - July 2011
Skills
Event Planning, Event Management, Social Media, Microsoft Excel, Microsoft Word, Outlook, Leadership, PowerPoint, Teamwork, Market Research, Microsoft Office, CRM, Social Media Marketing, Fundraising, Public Speaking, Social Networking, Public Relations, Marketing Strategy, Financial Analysis
Education
University of San Diego 2008 — 2012
BBA International Business, Minors in Spanish & Theology
Universidad Pontificia Comillas 2011 — 2011
ICADE
Pinnacle High School 2004 — 2008
High School Diploma
F. Mikael Rosenberger F. Mikael Rosenberger's BofI Federal Bank Experience September 2015 - Present
Job Assistant Vice President at BofI Federal Bank
Industry Accounting
Experience
BofI Federal Bank September 2015 - Present
EY October 2014 - Present
Ernst & Young September 2012 - Present
University of San Diego January 2011 - September 2012
Wow Performance Fundraising December 2009 - August 2010
California Commercial Security June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Leadership, Financial Reporting, Accounting
Education
University of San Diego 2009 — 2011
Accountancy, Accounting
BofI Federal Bank September 2015 - Present
EY October 2014 - Present
Ernst & Young September 2012 - Present
University of San Diego January 2011 - September 2012
Wow Performance Fundraising December 2009 - August 2010
California Commercial Security June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Leadership, Financial Reporting, Accounting
Education
University of San Diego 2009 — 2011
Accountancy, Accounting
Arthur Longbottom Jr.'s BofI Federal Bank Experience August 2014 - November 2014
Job Sr. Web Developer at Mirum Agency
Industry Information Technology and Services
Experience
Mirum Agency April 2015 - Present
The UPS Store November 2014 - April 2015
BofI Federal Bank August 2014 - November 2014
Department of Veterans Affairs August 2013 - August 2014
Freelance January 2010 - August 2014
US Navy May 2006 - July 2012
Giles Lock and Security April 2005 - November 2006
Skills
Military Experience, Navy, Military, DoD, Military Operations, Command, Force Protection, Operational Planning, Weapons, Information Assurance, National Security, Military Training, Electronic Warfare, Electronics Repair, Active DoD Secret..., Sailing, Security Clearance, Organizational..., Government, Security, Flights, Training, Aircraft, Security+, Manufacturing, Military Logistics, Afghanistan, Air Force, Counterinsurgency, Instructor-led Training, Hazardous Materials, Electronics, Electricians, Homeland Security, Avionics, Nuclear, Maintenance & Repair, Combat, Counterterrorism, Defense, Aircraft Maintenance, First Aid, Leadership, Computer Security, Aviation, Firearms, Security Management, Army, Emergency Management, Top Secret
Education
Western Governors University 2012 — 2016
Bachelor of Science Information Technology, Software Development, 3.6
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), General Studies, 3.95
AEGIS Operation and Maintenance Technical School 2006 — 2007
Mirum Agency April 2015 - Present
The UPS Store November 2014 - April 2015
BofI Federal Bank August 2014 - November 2014
Department of Veterans Affairs August 2013 - August 2014
Freelance January 2010 - August 2014
US Navy May 2006 - July 2012
Giles Lock and Security April 2005 - November 2006
Skills
Military Experience, Navy, Military, DoD, Military Operations, Command, Force Protection, Operational Planning, Weapons, Information Assurance, National Security, Military Training, Electronic Warfare, Electronics Repair, Active DoD Secret..., Sailing, Security Clearance, Organizational..., Government, Security, Flights, Training, Aircraft, Security+, Manufacturing, Military Logistics, Afghanistan, Air Force, Counterinsurgency, Instructor-led Training, Hazardous Materials, Electronics, Electricians, Homeland Security, Avionics, Nuclear, Maintenance & Repair, Combat, Counterterrorism, Defense, Aircraft Maintenance, First Aid, Leadership, Computer Security, Aviation, Firearms, Security Management, Army, Emergency Management, Top Secret
Education
Western Governors University 2012 — 2016
Bachelor of Science Information Technology, Software Development, 3.6
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), General Studies, 3.95
AEGIS Operation and Maintenance Technical School 2006 — 2007
Tina Ngo Lien Tina Ngo Lien's BofI Federal Bank Experience October 2014 - Present
Job Daily Processing Supervisor at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank October 2014 - Present
BofI Federal Bank January 2014 - October 2014
BofI Federal Bank July 2013 - January 2014
Ashford University April 2013 - July 2013
Union Bank July 2006 - October 2012
Eurogentec December 2005 - June 2006
Skills
Management, Customer Service, Leadership, Finance, Microsoft Excel, Retail Banking, Customer Service..., Operations Management, Sales Operations, Administrative..., Microsoft Office, Microsoft Word, Outlook, Marketing
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (B.S.), Business Finance
Scripps Ranch High School 2001 — 2005
High School Diploma, General Education
BofI Federal Bank October 2014 - Present
BofI Federal Bank January 2014 - October 2014
BofI Federal Bank July 2013 - January 2014
Ashford University April 2013 - July 2013
Union Bank July 2006 - October 2012
Eurogentec December 2005 - June 2006
Skills
Management, Customer Service, Leadership, Finance, Microsoft Excel, Retail Banking, Customer Service..., Operations Management, Sales Operations, Administrative..., Microsoft Office, Microsoft Word, Outlook, Marketing
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (B.S.), Business Finance
Scripps Ranch High School 2001 — 2005
High School Diploma, General Education
Cindy Duong Cindy Duong's BofI Federal Bank Experience June 2013 - November 2013
Job Web Development, Design, and Illustration
Industry Design
Experience
LogicLink, Inc. September 2014 - Present
ProcessingPoint November 2013 - September 2014
BofI Federal Bank June 2013 - November 2013
GIGANTIC MEGAPHONE February 2013 - June 2013
UCSD Programs Abroad Office August 2011 - August 2012
Training Research and Education For Driving Safety July 2011 - August 2012
Design and Geopolitics December 2011 - June 2012
Skills
WordPress, Web Design, Graphic Design, Adobe Creative Suite, InDesign, Photoshop, CSS, OS X, Social Media, HTML 5, Facebook, Website Development, Digital Illustration, Java, Microsoft Office, Logo Design, CSS3, Bootstrap, Microsoft Excel
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Computing and the Arts
LogicLink, Inc. September 2014 - Present
ProcessingPoint November 2013 - September 2014
BofI Federal Bank June 2013 - November 2013
GIGANTIC MEGAPHONE February 2013 - June 2013
UCSD Programs Abroad Office August 2011 - August 2012
Training Research and Education For Driving Safety July 2011 - August 2012
Design and Geopolitics December 2011 - June 2012
Skills
WordPress, Web Design, Graphic Design, Adobe Creative Suite, InDesign, Photoshop, CSS, OS X, Social Media, HTML 5, Facebook, Website Development, Digital Illustration, Java, Microsoft Office, Logo Design, CSS3, Bootstrap, Microsoft Excel
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Computing and the Arts
Kyle Mandala Kyle Mandala's BofI Federal Bank Experience June 2013 - December 2013
Job Consulting Associate at McGladrey
Industry Management Consulting
Experience
McGladrey July 2014 - Present
Whisknladle Hospitality August 2012 - July 2014
BofI Federal Bank June 2013 - December 2013
The Village at Torrey Pines January 2011 - September 2012
The Village at Torrey Pines August 2011 - August 2012
San Diego City Council January 2012 - June 2012
Studio 1 Distinctive Portraiture July 2008 - September 2010
Rancho Cucamonga High School September 2008 - March 2010
Skills
Leadership, Time Management, Sales, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Training, Research, Microsoft Word, Social Media Marketing, Microsoft Office, CRM, Social Media, Social Networking, Community Outreach, Data Analysis, Finance, Photoshop, Fundraising, Customer Retention, Sales Operations, Sales Process, Investments, Google Analytics, Team Leadership, Customer Experience..., Employee Training
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government/ Finance, 3.4
McGladrey July 2014 - Present
Whisknladle Hospitality August 2012 - July 2014
BofI Federal Bank June 2013 - December 2013
The Village at Torrey Pines January 2011 - September 2012
The Village at Torrey Pines August 2011 - August 2012
San Diego City Council January 2012 - June 2012
Studio 1 Distinctive Portraiture July 2008 - September 2010
Rancho Cucamonga High School September 2008 - March 2010
Skills
Leadership, Time Management, Sales, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Training, Research, Microsoft Word, Social Media Marketing, Microsoft Office, CRM, Social Media, Social Networking, Community Outreach, Data Analysis, Finance, Photoshop, Fundraising, Customer Retention, Sales Operations, Sales Process, Investments, Google Analytics, Team Leadership, Customer Experience..., Employee Training
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government/ Finance, 3.4
Daniel Patrick's BofI Federal Bank Experience June 2013 - November 2013
Job SVP & Credit Administrator at Commercial Bank of California
Industry Banking
Experience
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Brian Zdeblick Brian Zdeblick's BofI Federal Bank Experience July 2012 - August 2014
Job Incapital Wealth Management Solutions
Industry Financial Services
Experience
Incapital August 2014 - Present
BofI Federal Bank July 2012 - August 2014
ING DIRECT August 2005 - July 2012
ING DIRECT August 2005 - September 2008
Smart Mortgage Access June 2002 - August 2005
Skills
Loans, Mortgage Lending, Risk Management, Banking, Finance, Sales, Mortgage Banking, Business Development, Credit, Selling, New Business Development, Credit Analysis, Wholesale Lending, Account Management, Consultative Selling, Sales Management, Series 7, Mortgage, Correspondent Banking, Series 63, Life Insurance, Licensed to Sell..., Structured Products, Alternative Investments, Unit Investment Trusts, Fixed Annuities, Indexed Annuities
Education
University of Iowa 1998 — 2001
Bachelor, Communications, Business
Wheaton North 1993 — 1997
Incapital August 2014 - Present
BofI Federal Bank July 2012 - August 2014
ING DIRECT August 2005 - July 2012
ING DIRECT August 2005 - September 2008
Smart Mortgage Access June 2002 - August 2005
Skills
Loans, Mortgage Lending, Risk Management, Banking, Finance, Sales, Mortgage Banking, Business Development, Credit, Selling, New Business Development, Credit Analysis, Wholesale Lending, Account Management, Consultative Selling, Sales Management, Series 7, Mortgage, Correspondent Banking, Series 63, Life Insurance, Licensed to Sell..., Structured Products, Alternative Investments, Unit Investment Trusts, Fixed Annuities, Indexed Annuities
Education
University of Iowa 1998 — 2001
Bachelor, Communications, Business
Wheaton North 1993 — 1997
Samantha Jorgensen Ponce Samantha Jorgensen Ponce's BofI Federal Bank Experience March 2015 - Present
Job Collateral Analyst at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank March 2015 - Present
Effective Insurance Services February 2014 - February 2015
Entreprenuer January 2009 - January 2014
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Science (BS), Business Administration-Finance
BofI Federal Bank March 2015 - Present
Effective Insurance Services February 2014 - February 2015
Entreprenuer January 2009 - January 2014
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Science (BS), Business Administration-Finance
Evan Lutz Evan Lutz's BofI Federal Bank Experience July 2009 - April 2014
Job Home Mortgage Consultant at Wells Fargo Home
Industry Banking
Experience
Wells Fargo Home Mortgage West Des Moines, IA October 2014 - Present
BofI Federal Bank July 2009 - April 2014
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, VA loans, Loan Origination, USDA, Residential Mortgages, Certified Mortgage..., FHA financing, Finance, Credit, Investment Properties, Loans, Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Home Mortgage West Des Moines, IA October 2014 - Present
BofI Federal Bank July 2009 - April 2014
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, VA loans, Loan Origination, USDA, Residential Mortgages, Certified Mortgage..., FHA financing, Finance, Credit, Investment Properties, Loans, Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Lorri O'Connell Lorri O'Connell's BofI Federal Bank Experience February 2014 - Present
Job Executive Level Professional • Proficient • Trustworthy
Industry Executive Office
Experience
BofI Federal Bank February 2014 - Present
Navy Federal Credit Union December 2010 - February 2014
Capmark Finance Inc. January 2003 - March 2009
Skills
Loans, Team Management, Mortgage Lending, Mortgage Banking, Customer Service, Refinance, Financial Analysis, Credit, Sales, Loan Origination, Customer Satisfaction, Microsoft Excel, Banking, Microsoft Word, Microsoft Office, Loan Servicing, Credit Analysis, Retail Banking
Education
University of Redlands
Bachelor of Science in Business Administration, Business Administration and Management, General
University of Hawaii at Manoa
BofI Federal Bank February 2014 - Present
Navy Federal Credit Union December 2010 - February 2014
Capmark Finance Inc. January 2003 - March 2009
Skills
Loans, Team Management, Mortgage Lending, Mortgage Banking, Customer Service, Refinance, Financial Analysis, Credit, Sales, Loan Origination, Customer Satisfaction, Microsoft Excel, Banking, Microsoft Word, Microsoft Office, Loan Servicing, Credit Analysis, Retail Banking
Education
University of Redlands
Bachelor of Science in Business Administration, Business Administration and Management, General
University of Hawaii at Manoa
Natalie Dukette's BofI Federal Bank Experience October 2015 - Present
Job Jr. Portfolio Analyst at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank October 2015 - Present
University of Hartford September 2013 - June 2015
Grant's Restaurant and Bar September 2013 - May 2015
Pennachio Jewelers November 2012 - August 2013
Sadie Green's October 2011 - November 2012
Skills
Time Management, Customer Service, Teamwork, Sales, Economics, Microsoft Office, Microsoft Excel, Social Media, Research, Event Planning, Social Networking, Management
Education
University of Hartford 2012 — 2015
Bachelor's Degree, Economics, 3.98 GPA
BofI Federal Bank October 2015 - Present
University of Hartford September 2013 - June 2015
Grant's Restaurant and Bar September 2013 - May 2015
Pennachio Jewelers November 2012 - August 2013
Sadie Green's October 2011 - November 2012
Skills
Time Management, Customer Service, Teamwork, Sales, Economics, Microsoft Office, Microsoft Excel, Social Media, Research, Event Planning, Social Networking, Management
Education
University of Hartford 2012 — 2015
Bachelor's Degree, Economics, 3.98 GPA
Casey Bliss Casey Bliss's BofI Federal Bank Experience February 2015 - Present
Job Jr. Portfolio Analyst at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank February 2015 - Present
Hooked (Previously UMeTime) July 2014 - December 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
PowerPoint, Investment Banking, Economics, Equities, Finance, Marketing Strategy, Strategy, Analysis, Management, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Michigan
BofI Federal Bank February 2015 - Present
Hooked (Previously UMeTime) July 2014 - December 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
PowerPoint, Investment Banking, Economics, Equities, Finance, Marketing Strategy, Strategy, Analysis, Management, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Michigan
Leslie Aviles's BofI Federal Bank Experience April 2011 - April 2013
Job Floor Manager
Industry Automotive
Experience
Poway Hyundai March 2015 - Present
Hyundai Motor America January 2014 - February 2015
BofI Federal Bank April 2011 - April 2013
Kramer and Martin Real Estate January 2012 - February 2013
MAAC Project March 2010 - May 2010
Bank of America February 2008 - February 2010
Skills
Customer Service, Real Estate, Banking, Quickbooks, Word, Excel, Windows, Outlook, Cold Calling, Outbound, Call Center, General Administration, Entrepreneurial Skills, Customer Satisfaction, Data Entry, Residential Mortgages, Inbound Marketing, Microsoft Excel, CRM, Call Centers, Cash Management, Credit, Finance, Sales, Sales Management, Leadership, Mortgage Lending, Mortgage Banking, QuickBooks, Loans
Education
University of Phoenix 2010 — 2011
Associates Business Adminitration, Business Administration
San Marcos High School
High School Diploma, General Education
Poway Hyundai March 2015 - Present
Hyundai Motor America January 2014 - February 2015
BofI Federal Bank April 2011 - April 2013
Kramer and Martin Real Estate January 2012 - February 2013
MAAC Project March 2010 - May 2010
Bank of America February 2008 - February 2010
Skills
Customer Service, Real Estate, Banking, Quickbooks, Word, Excel, Windows, Outlook, Cold Calling, Outbound, Call Center, General Administration, Entrepreneurial Skills, Customer Satisfaction, Data Entry, Residential Mortgages, Inbound Marketing, Microsoft Excel, CRM, Call Centers, Cash Management, Credit, Finance, Sales, Sales Management, Leadership, Mortgage Lending, Mortgage Banking, QuickBooks, Loans
Education
University of Phoenix 2010 — 2011
Associates Business Adminitration, Business Administration
San Marcos High School
High School Diploma, General Education
Christopher Crockett Christopher Crockett's BofI Federal Bank Experience April 2015 - Present
Job Executive Leader | Banking Professional | Market Strategist
Industry Banking
Experience
BofI Federal Bank April 2015 - Present
Kinecta Federal Credit Union April 2013 - October 2014
City National Bank August 2010 - November 2012
San Diego National Bank (FBOP Corporation) July 1995 - June 2010
International Savings Bank August 1990 - June 1995
Skills
Consumer Lending, Commercial Lending, Finance, Management, Business Development, Banking, Relationship Management, Risk Management
Education
University of Southern California
Public Affairs, Public Adminstration, Urban Studies, cum laude, Dean's Letter of Merit
LEAD San Diego 2001 — 2002
BofI Federal Bank April 2015 - Present
Kinecta Federal Credit Union April 2013 - October 2014
City National Bank August 2010 - November 2012
San Diego National Bank (FBOP Corporation) July 1995 - June 2010
International Savings Bank August 1990 - June 1995
Skills
Consumer Lending, Commercial Lending, Finance, Management, Business Development, Banking, Relationship Management, Risk Management
Education
University of Southern California
Public Affairs, Public Adminstration, Urban Studies, cum laude, Dean's Letter of Merit
LEAD San Diego 2001 — 2002
Logan Edwards Logan Edwards's BofI Federal Bank Experience June 2014 - February 2015
Job Financial Analyst at COBRA PUMA GOLF
Industry Banking
Experience
COBRA PUMA GOLF February 2015 - Present
BofI Federal Bank June 2014 - February 2015
TD August 2012 - March 2014
Farm Credit of Maine May 2011 - August 2012
SPIFFY Student investment fund April 2009 - May 2011
Bath Iron Works May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Loans, Teamwork, Analysis, Financial Analysis, Credit Analysis, Derivatives, Capital Budgeting, Excel, Access, Loan Origination, Loan Servicing, Industry Analysis, Technology Integration, Stock Picking, Critical Thinking, Crystal Ball, Time Management, Finance, Portfolio Management, Fundraising, Banking, Investments, Public Speaking, Financial Risk, Competitive Analysis, Financial Modeling, Credit
Education
University of Maine 2007 — 2011
BS, Business Finance
COBRA PUMA GOLF February 2015 - Present
BofI Federal Bank June 2014 - February 2015
TD August 2012 - March 2014
Farm Credit of Maine May 2011 - August 2012
SPIFFY Student investment fund April 2009 - May 2011
Bath Iron Works May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Loans, Teamwork, Analysis, Financial Analysis, Credit Analysis, Derivatives, Capital Budgeting, Excel, Access, Loan Origination, Loan Servicing, Industry Analysis, Technology Integration, Stock Picking, Critical Thinking, Crystal Ball, Time Management, Finance, Portfolio Management, Fundraising, Banking, Investments, Public Speaking, Financial Risk, Competitive Analysis, Financial Modeling, Credit
Education
University of Maine 2007 — 2011
BS, Business Finance
Brian Greenwald Brian Greenwald's BofI Federal Bank Experience September 2014 - July 2015
Job Website Content Specialist at TriCity Medical Center
Industry Banking
Experience
Tri-City Medical Center July 2015 - Present
BofI Federal Bank September 2014 - July 2015
Weil Lifestyle, LLC September 2011 - September 2014
PTS Multimedia December 2010 - September 2011
Synergy HomeCare Franchising, LLC September 2010 - December 2010
ASUA Safe Ride January 2007 - May 2010
Skills
Blogging, Content Strategy, Social Media, Video, Video Production, Video Editing, Writing, Editing, Copy Editing, Copywriting, Web Content, Content Management, Editorial, Interviews
Education
University of Arizona 2006 — 2010
BA, Journalism, English, Spanish
Tri-City Medical Center July 2015 - Present
BofI Federal Bank September 2014 - July 2015
Weil Lifestyle, LLC September 2011 - September 2014
PTS Multimedia December 2010 - September 2011
Synergy HomeCare Franchising, LLC September 2010 - December 2010
ASUA Safe Ride January 2007 - May 2010
Skills
Blogging, Content Strategy, Social Media, Video, Video Production, Video Editing, Writing, Editing, Copy Editing, Copywriting, Web Content, Content Management, Editorial, Interviews
Education
University of Arizona 2006 — 2010
BA, Journalism, English, Spanish
Peter Dewes Peter Dewes's BofI Federal Bank Experience August 2011 - Present
Job Vice President, Member Business Lending/Commercial Real Estate Production
Industry Financial Services
Experience
First Tech Credit Union 2013 - Present
BofI Federal Bank August 2011 - Present
** January 2009 - September 2011
NorthMarq Capital 2006 - 2008
Washington Mutual Commercial 2002 - 2004
GATX Capital 1988 - 1995
Skills
Real Estate Economics, Credit Analysis, Commercial Lending, Commercial Mortgages, Underwriting, Investments, Mortgage Lending, Financial Analysis, Banking
Education
Santa Clara University - Leavey School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
First Tech Credit Union 2013 - Present
BofI Federal Bank August 2011 - Present
** January 2009 - September 2011
NorthMarq Capital 2006 - 2008
Washington Mutual Commercial 2002 - 2004
GATX Capital 1988 - 1995
Skills
Real Estate Economics, Credit Analysis, Commercial Lending, Commercial Mortgages, Underwriting, Investments, Mortgage Lending, Financial Analysis, Banking
Education
Santa Clara University - Leavey School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
Darin Sullivan Darin Sullivan's BofI Federal Bank Experience March 2009 - Present
Job
Industry Financial Services
Experience
BofI Federal Bank March 2009 - Present
Sullivan Realty & Finance June 2005 - March 2009
Mirad Financial Group July 2003 - December 2008
Skills
Mortgage Banking, Underwriting, Finance, Mortgage Lending, Investors, Real Estate, Loans, Portfolio Management, Banking, Loan Origination, Selling, Credit, Residential Mortgages, Commercial Lending, Credit Analysis
Education
University of California, San Diego 1996 — 2000
BS, Finance
BofI Federal Bank March 2009 - Present
Sullivan Realty & Finance June 2005 - March 2009
Mirad Financial Group July 2003 - December 2008
Skills
Mortgage Banking, Underwriting, Finance, Mortgage Lending, Investors, Real Estate, Loans, Portfolio Management, Banking, Loan Origination, Selling, Credit, Residential Mortgages, Commercial Lending, Credit Analysis
Education
University of California, San Diego 1996 — 2000
BS, Finance
Katya Pupko (Sudikov) Katya Pupko (Sudikov)'s BofI Federal Bank Experience October 2013 - July 2014
Job Risk & Compliance Analyst, Piano Enthusiast and Recipe Creator
Industry Financial Services
Experience
BofI Federal Bank October 2013 - July 2014
Key Equipment Finance April 2012 - June 2013
Land Energy, Inc. January 2010 - July 2011
Land Energy, Inc. April 2008 - December 2009
IRN Home Care July 2003 - April 2008
Skills
Financial Analysis, Finance, Financial Modeling, Mineral Interest..., Leasehold Ownership..., Compliance Testing, Net Deed Plotter, Chain of Title..., Translation, Microsoft Office, Research, Auditing, Analysis, Marketing, Due Diligence, Leases, Training, Risk Management, Microsoft Excel, CRM, Human Resources, Market Intelligence, Data Analysis, Management, Business Strategy
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA, Entrepreneurship and Finance
University of Colorado Denver 2005 — 2008
Bachelor of Science in Business Administration, International Business
BofI Federal Bank October 2013 - July 2014
Key Equipment Finance April 2012 - June 2013
Land Energy, Inc. January 2010 - July 2011
Land Energy, Inc. April 2008 - December 2009
IRN Home Care July 2003 - April 2008
Skills
Financial Analysis, Finance, Financial Modeling, Mineral Interest..., Leasehold Ownership..., Compliance Testing, Net Deed Plotter, Chain of Title..., Translation, Microsoft Office, Research, Auditing, Analysis, Marketing, Due Diligence, Leases, Training, Risk Management, Microsoft Excel, CRM, Human Resources, Market Intelligence, Data Analysis, Management, Business Strategy
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA, Entrepreneurship and Finance
University of Colorado Denver 2005 — 2008
Bachelor of Science in Business Administration, International Business
Chase Donnally Chase Donnally's BofI Federal Bank Experience November 2013 - Present
Job Analyst at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank November 2013 - Present
The California Review August 2012 - June 2013
Students for Liberty July 2012 - June 2013
Young Americans for Liberty - UCSD April 2012 - April 2013
Self Employed August 2010 - June 2011
Skills
SQL, Microsoft Excel, Matlab, Stata, Numerical Analysis, Numerical Linear Algebra, Statistical Data..., Multivariable Calculus, Econometrics, Economics, Statistics
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
BofI Federal Bank November 2013 - Present
The California Review August 2012 - June 2013
Students for Liberty July 2012 - June 2013
Young Americans for Liberty - UCSD April 2012 - April 2013
Self Employed August 2010 - June 2011
Skills
SQL, Microsoft Excel, Matlab, Stata, Numerical Analysis, Numerical Linear Algebra, Statistical Data..., Multivariable Calculus, Econometrics, Economics, Statistics
Education
University of California, San Diego 2011 — 2013
Bachelor of Science (B.S.), Mathematics and Economics
Patrick O'Loughlin Patrick O'Loughlin's BofI Federal Bank Experience September 2013 - September 2014
Job Pursuing Position in Entrepreneurial Setting
Industry Venture Capital & Private Equity
Experience
Pursuing Sales Position in an Entrepreneurial Setting 2015 - Present
BofI Federal Bank September 2013 - September 2014
Minuteman Equity Fund September 2011 - September 2012
O’Bros Lawn Service September 2006 - September 2012
UMASS Center for Student Business September 2009 - December 2011
Skills
Entrepreneurial..., Quickbooks, Social Media, QuickBooks, Microsoft Excel, Microsoft Office, Entrepreneurship, Sales, Research, Microsoft Word, PowerPoint, Business Analysis, Financial Modeling, Finance, Management, Data Analysis
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Finance and Operations Management, 3.76 GPA
Pursuing Sales Position in an Entrepreneurial Setting 2015 - Present
BofI Federal Bank September 2013 - September 2014
Minuteman Equity Fund September 2011 - September 2012
O’Bros Lawn Service September 2006 - September 2012
UMASS Center for Student Business September 2009 - December 2011
Skills
Entrepreneurial..., Quickbooks, Social Media, QuickBooks, Microsoft Excel, Microsoft Office, Entrepreneurship, Sales, Research, Microsoft Word, PowerPoint, Business Analysis, Financial Modeling, Finance, Management, Data Analysis
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Finance and Operations Management, 3.76 GPA
Robert Armstrong Robert Armstrong's BofI Federal Bank Experience September 2013 - Present
Job HNW/Corporate Banking Group Head
Industry Executive Office
Experience
BofI Federal Bank September 2013 - Present
Cappetta Capital, LLC December 2010 - September 2013
San Diego Private Bank October 2005 - February 2010
US Bank December 1999 - June 2005
Bank of America August 1989 - December 1999
Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
BofI Federal Bank September 2013 - Present
Cappetta Capital, LLC December 2010 - September 2013
San Diego Private Bank October 2005 - February 2010
US Bank December 1999 - June 2005
Bank of America August 1989 - December 1999
Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
David Boyles David Boyles's BofI Federal Bank Experience December 2010 - Present
Job Senior Loan Officer at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank December 2010 - Present
Alliant Capital LLC April 2009 - January 2011
WaMu/J P Morgan Chase January 2003 - January 2009
Boukather and Associates 1996 - 2003
Skills
Loans, Real Estate, Real Estate Economics, Commercial Real Estate, Loan Origination, Commercial Lending, Mortgage Lending, Real Estate Financing, Real Estate Transactions, Finance, Refinance, Property Management, Portfolio Management, Leases, Underwriting, Valuation, Mortgage Banking, Sellers, Investment Properties, Investments, Commercial Mortgages, Real Estate Development, Investors, Asset Management
Education
University of Southern California
Bachelor of Science, Business Administration, Real Estate Finance
BofI Federal Bank December 2010 - Present
Alliant Capital LLC April 2009 - January 2011
WaMu/J P Morgan Chase January 2003 - January 2009
Boukather and Associates 1996 - 2003
Skills
Loans, Real Estate, Real Estate Economics, Commercial Real Estate, Loan Origination, Commercial Lending, Mortgage Lending, Real Estate Financing, Real Estate Transactions, Finance, Refinance, Property Management, Portfolio Management, Leases, Underwriting, Valuation, Mortgage Banking, Sellers, Investment Properties, Investments, Commercial Mortgages, Real Estate Development, Investors, Asset Management
Education
University of Southern California
Bachelor of Science, Business Administration, Real Estate Finance
Emily Gorelick Emily Gorelick's BofI Federal Bank Experience March 2015 - Present
Job Buisness Banking Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank March 2015 - Present
AppFolio Inc. December 2013 - February 2015
Union Bank March 2011 - December 2013
7Days of Chocolate July 2009 - March 2011
Whisknladle Hospitality July 2009 - October 2010
Nobu San Diego September 2008 - July 2009
GIA November 2004 - October 2007
Skills
Operational Risk..., Error Management, Underwriting, Compliance, Risk Analysis, Marketing, Coaching, Electronic Payment..., Microsoft Office, Microsoft Excel, Marketing Strategy, Restaurant Management, Customer Service, Project Management, Account Management, Marketing Management, Operations Management, Retail Banking, Cash Management, Mentoring, Cash Handeling, Menu Development, Food Safety, Restaurants, Leadership, Management, Strategy
Education
University of Oregon 2001 — 2004
Bachelor's of Science, Geology/Earth Science, General
San Diego Culinary Institute 2007 — 2008
Certification, Diplome Professionel de Boulangerie et Patisserie
BofI Federal Bank March 2015 - Present
AppFolio Inc. December 2013 - February 2015
Union Bank March 2011 - December 2013
7Days of Chocolate July 2009 - March 2011
Whisknladle Hospitality July 2009 - October 2010
Nobu San Diego September 2008 - July 2009
GIA November 2004 - October 2007
Skills
Operational Risk..., Error Management, Underwriting, Compliance, Risk Analysis, Marketing, Coaching, Electronic Payment..., Microsoft Office, Microsoft Excel, Marketing Strategy, Restaurant Management, Customer Service, Project Management, Account Management, Marketing Management, Operations Management, Retail Banking, Cash Management, Mentoring, Cash Handeling, Menu Development, Food Safety, Restaurants, Leadership, Management, Strategy
Education
University of Oregon 2001 — 2004
Bachelor's of Science, Geology/Earth Science, General
San Diego Culinary Institute 2007 — 2008
Certification, Diplome Professionel de Boulangerie et Patisserie
Jessica Furrer Jessica Furrer's BofI Federal Bank Experience November 2012 - August 2014
Job Marketing Specialist and Office Administrator
Industry Marketing and Advertising
Experience
Metis Commercial Finance September 2014 - June 2015
BofI Federal Bank November 2012 - August 2014
Encore Nationwide and 24Seven Freelance Promotions July 2011 - October 2012
Little Rascalz Soccer January 2009 - September 2012
Cardiff Chart House September 2004 - December 2009
UC Merced August 2006 - May 2007
Skills
Sports, Public Speaking, Event Planning, Coaching, Social Media, Fundraising, Psychology, Fitness, Event Management, Non-profits, Research, Facebook, Teaching, Community Outreach, PowerPoint, Executive Coaching, Sponsorship, Social Networking, Microsoft Office, Social Media Marketing, Marketing Communications, Administrative..., Bookkeeping, Customer Service, Windows, Windows Server, Microsoft Excel, Entertainment, Events, Youth Mentoring, Youth Ministry, Italian, Internet, Marketing, Online Marketing, Email Marketing, Microsoft Word, Outlook, Team Building, Online Advertising, Banking, Visio, Salesforce.com, Data Analysis, Access, Team Leadership
Education
Centro Internationale Studenti Giorgio La Pira di Firenze 2010 — 2011
University of California, San Diego 2007 — 2010
BA, Psychology
University of California, Merced 2005 — 2007
Metis Commercial Finance September 2014 - June 2015
BofI Federal Bank November 2012 - August 2014
Encore Nationwide and 24Seven Freelance Promotions July 2011 - October 2012
Little Rascalz Soccer January 2009 - September 2012
Cardiff Chart House September 2004 - December 2009
UC Merced August 2006 - May 2007
Skills
Sports, Public Speaking, Event Planning, Coaching, Social Media, Fundraising, Psychology, Fitness, Event Management, Non-profits, Research, Facebook, Teaching, Community Outreach, PowerPoint, Executive Coaching, Sponsorship, Social Networking, Microsoft Office, Social Media Marketing, Marketing Communications, Administrative..., Bookkeeping, Customer Service, Windows, Windows Server, Microsoft Excel, Entertainment, Events, Youth Mentoring, Youth Ministry, Italian, Internet, Marketing, Online Marketing, Email Marketing, Microsoft Word, Outlook, Team Building, Online Advertising, Banking, Visio, Salesforce.com, Data Analysis, Access, Team Leadership
Education
Centro Internationale Studenti Giorgio La Pira di Firenze 2010 — 2011
University of California, San Diego 2007 — 2010
BA, Psychology
University of California, Merced 2005 — 2007
Taylor Osborn Taylor Osborn's BofI Federal Bank Experience July 2014 - Present
Job Vice President C&I Lending at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - June 2014
BofI Federal Bank March 2011 - June 2013
Scottrade April 2010 - March 2011
Capital Fortress Investment Group 2010 - February 2011
Skills
Financial Analysis, Structured Finance, Mortgage Lending, Loans, Portfolio Management, Finance
Education
San Diego State University-California State University 2007 — 2010
B.S.B.A., Finance
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - June 2014
BofI Federal Bank March 2011 - June 2013
Scottrade April 2010 - March 2011
Capital Fortress Investment Group 2010 - February 2011
Skills
Financial Analysis, Structured Finance, Mortgage Lending, Loans, Portfolio Management, Finance
Education
San Diego State University-California State University 2007 — 2010
B.S.B.A., Finance
Conor Irwin Conor Irwin's BofI Federal Bank Experience June 2013 - August 2013
Job Student at Stephen M. Ross School of Business University of Michigan
Industry
Experience
TripleMint February 2015 - Present
Alpha Phi International Fraternity September 2014 - Present
La Jolla Beach & Tennis Club, Inc. May 2014 - August 2014
BofI Federal Bank June 2013 - August 2013
eFinancial Communications June 2013 - August 2013
Smashburger June 2012 - August 2012
Hike Bike Kayak Sports June 2011 - August 2011
Skills
Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.)
TripleMint February 2015 - Present
Alpha Phi International Fraternity September 2014 - Present
La Jolla Beach & Tennis Club, Inc. May 2014 - August 2014
BofI Federal Bank June 2013 - August 2013
eFinancial Communications June 2013 - August 2013
Smashburger June 2012 - August 2012
Hike Bike Kayak Sports June 2011 - August 2011
Skills
Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.)
Lior Assa's BofI Federal Bank Experience January 2013 - Present
Job Executive Banker at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank January 2013 - Present
Il Covo Ristorante & Lounge 2011 - 2012
Skills
Banking, Financial Analysis, Finance, Event Planning
Education
University of California, San Diego 2008 — 2012
BofI Federal Bank January 2013 - Present
Il Covo Ristorante & Lounge 2011 - 2012
Skills
Banking, Financial Analysis, Finance, Event Planning
Education
University of California, San Diego 2008 — 2012
Jolisa Garrett's BofI Federal Bank Experience December 2012 - Present
Job AVP, Loan Setup Manager
Industry Banking
Experience
BofI Federal Bank December 2012 - Present
Skills
Loan Origination, Residential Mortgages, FHA, Mortgage Lending, Microsoft Office, Customer Service, Investment Properties, FHA Financing
Education
Morse High School
University of Phoenix
Social Psychology
BofI Federal Bank December 2012 - Present
Skills
Loan Origination, Residential Mortgages, FHA, Mortgage Lending, Microsoft Office, Customer Service, Investment Properties, FHA Financing
Education
Morse High School
University of Phoenix
Social Psychology
Hezekiah Bussey Hezekiah Bussey's BofI Federal Bank Experience April 2015 - Present
Job Manager of Research & Information at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank April 2015 - Present
BofI Federal Bank May 2013 - April 2015
BofI Federal Bank August 2012 - April 2013
UC Davis January 2012 - August 2012
UC Davis Athletics June 2011 - September 2011
Gina's Alfresco June 2009 - September 2010
Blockbuster May 2008 - September 2008
Sawdust Art Festival July 2005 - September 2008
Outreach to Africa April 2006 - May 2008
Skills
PowerPoint, Facebook, Excel, Microsoft Office, Microsoft Excel, Social Media, Sales, Customer Service, Outlook
Education
UC Davis 2008 — 2012
B.S., Economics
University of California, Davis 2008 — 2012
Bachelor of Arts; Degree, Economics
BofI Federal Bank April 2015 - Present
BofI Federal Bank May 2013 - April 2015
BofI Federal Bank August 2012 - April 2013
UC Davis January 2012 - August 2012
UC Davis Athletics June 2011 - September 2011
Gina's Alfresco June 2009 - September 2010
Blockbuster May 2008 - September 2008
Sawdust Art Festival July 2005 - September 2008
Outreach to Africa April 2006 - May 2008
Skills
PowerPoint, Facebook, Excel, Microsoft Office, Microsoft Excel, Social Media, Sales, Customer Service, Outlook
Education
UC Davis 2008 — 2012
B.S., Economics
University of California, Davis 2008 — 2012
Bachelor of Arts; Degree, Economics
Philip Huh's BofI Federal Bank Experience July 2015 - Present
Job Credit Intern at BofI Federal Bank
Industry
Experience
BofI Federal Bank July 2015 - Present
Associated Students of UC San Diego November 2014 - Present
University of California, San Diego May 2014 - Present
Associated Students of UC San Diego October 2013 - November 2014
Skills
Finance, Budgets, Due Diligence, Cash Management, Microsoft Office, Microsoft Excel, Team Leadership
Education
University of California, San Diego 2013 — 2017
Bachelor’s Degree, Management Science
Sonora High School 2010 — 2013
High School
BofI Federal Bank July 2015 - Present
Associated Students of UC San Diego November 2014 - Present
University of California, San Diego May 2014 - Present
Associated Students of UC San Diego October 2013 - November 2014
Skills
Finance, Budgets, Due Diligence, Cash Management, Microsoft Office, Microsoft Excel, Team Leadership
Education
University of California, San Diego 2013 — 2017
Bachelor’s Degree, Management Science
Sonora High School 2010 — 2013
High School
Joshua Butensky Joshua Butensky's BofI Federal Bank Experience July 2015 - Present
Job VP, Senior Risk Manager at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank July 2015 - Present
BofI Federal Bank March 2013 - June 2015
The Bancorp Bank February 2010 - February 2013
The Bancorp Bank September 2008 - January 2010
Hannaford Supermarkets August 2003 - August 2008
Skills
Loans, Banking, Commercial Lending, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Risk Management, Finance, Small Business Lending, Customer Service, Relationship Management, Leadership, Sales, Asset Based Lending, Mortgage Lending, Payments, Program Management, Loan Origination, Financial Services, Resourceful..., People Skills, Credit Risk, Financial Risk, Cash Management, Lines Of Credit, Salesforce.com
Education
State University of New York at Albany 2004 — 2008
Bachelor’s Degree, Sociology & Psychology
BofI Federal Bank July 2015 - Present
BofI Federal Bank March 2013 - June 2015
The Bancorp Bank February 2010 - February 2013
The Bancorp Bank September 2008 - January 2010
Hannaford Supermarkets August 2003 - August 2008
Skills
Loans, Banking, Commercial Lending, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Risk Management, Finance, Small Business Lending, Customer Service, Relationship Management, Leadership, Sales, Asset Based Lending, Mortgage Lending, Payments, Program Management, Loan Origination, Financial Services, Resourceful..., People Skills, Credit Risk, Financial Risk, Cash Management, Lines Of Credit, Salesforce.com
Education
State University of New York at Albany 2004 — 2008
Bachelor’s Degree, Sociology & Psychology
Jose Alejandro Fajardo Patron's BofI Federal Bank Experience August 2015 - Present
Job Software Developer at BofI Federal Bank
Industry Computer Software
Experience
BofI Federal Bank August 2015 - Present
LASCOM November 2012 - August 2015
Imperial Irrigation District May 2006 - November 2012
Manpower Inc January 2006 - May 2006
LG Electronics Mexicali, S.A. de C.V. February 2005 - January 2006
Skills
Testing, Programming, Software Development, Visual Studio, SAP, ArcGIS, Microsoft Office, C++, C#, Python, Linux, Matlab, JavaScript, Windows, Engineering, Web Applications, Scripting, Assembly, Eclipse, Teamwork, DirectX, OpenGL, SDL, ArcObjects, SQL, Integration, ASP.NET, Databases, .NET
Education
Westwood College Online 2007 — 2010
Bachelor Degree, Game Software Development
Universidad Autónoma de Baja California 2000 — 2004
Bachelor Degree, Electronics Engineering
BofI Federal Bank August 2015 - Present
LASCOM November 2012 - August 2015
Imperial Irrigation District May 2006 - November 2012
Manpower Inc January 2006 - May 2006
LG Electronics Mexicali, S.A. de C.V. February 2005 - January 2006
Skills
Testing, Programming, Software Development, Visual Studio, SAP, ArcGIS, Microsoft Office, C++, C#, Python, Linux, Matlab, JavaScript, Windows, Engineering, Web Applications, Scripting, Assembly, Eclipse, Teamwork, DirectX, OpenGL, SDL, ArcObjects, SQL, Integration, ASP.NET, Databases, .NET
Education
Westwood College Online 2007 — 2010
Bachelor Degree, Game Software Development
Universidad Autónoma de Baja California 2000 — 2004
Bachelor Degree, Electronics Engineering
Bernice Elisha Diaz Bernice Elisha Diaz's BofI Federal Bank Experience September 2014 - Present
Job Information Specialist at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank September 2014 - Present
San Diego Superior Court August 2013 - September 2014
Academic Integrity Office April 2013 - June 2014
Skills
LexisNexis, Courtlink, Westlaw, Salesforce, Microsoft Excel, Online Research, Legal Research Skills, Bloomberg, Data Entry, Analysis
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.67
BofI Federal Bank September 2014 - Present
San Diego Superior Court August 2013 - September 2014
Academic Integrity Office April 2013 - June 2014
Skills
LexisNexis, Courtlink, Westlaw, Salesforce, Microsoft Excel, Online Research, Legal Research Skills, Bloomberg, Data Entry, Analysis
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.67
Gayle Ketchie Gayle Ketchie's BofI Federal Bank Experience February 2014 - January 2015
Job Research Analyst at Robbins Arroyo LLP
Industry Nonprofit Organization Management
Experience
Robbins Arroyo LLP January 2015 - Present
BofI Federal Bank February 2014 - January 2015
Empowr (start-up) July 2013 - October 2013
THINK Together May 2011 - August 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Research, Teaching, Microsoft Word, Teamwork, English, PowerPoint, Windows, Outlook, Community Outreach, Volunteer Management, Data Analysis, Social Media, Social Networking, Spanish, Fundraising, Facebook, Salesforce.com, Editing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Robbins Arroyo LLP January 2015 - Present
BofI Federal Bank February 2014 - January 2015
Empowr (start-up) July 2013 - October 2013
THINK Together May 2011 - August 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Research, Teaching, Microsoft Word, Teamwork, English, PowerPoint, Windows, Outlook, Community Outreach, Volunteer Management, Data Analysis, Social Media, Social Networking, Spanish, Fundraising, Facebook, Salesforce.com, Editing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Phil Lam Phil Lam's BofI Federal Bank Experience July 2014 - Present
Job Vice President, Portfolio Manager at Bank of Internet
Industry Banking
Experience
BofI Federal Bank July 2014 - Present
Pacific Trust Bank 2005 - July 2013
Silvergate Bank May 2004 - June 2005
Massachusetts Division of Banks June 2001 - July 2003
Skills
Credit Risk, Credit Management, Portfolio Management, Allowance for Loan and..., Real Estate, Mortgage Lending, Commercial Lending, Commercial Banking, Financial Audits, Compliance, SOX 404, Internal Audit, Analysis, Auditing, Loans, Finance, Training, Credit, Banking, Management, Risk Assessment
Education
University of Massachusetts Boston 1999 — 2001
Bachelor of Arts (B.A.)
BofI Federal Bank July 2014 - Present
Pacific Trust Bank 2005 - July 2013
Silvergate Bank May 2004 - June 2005
Massachusetts Division of Banks June 2001 - July 2003
Skills
Credit Risk, Credit Management, Portfolio Management, Allowance for Loan and..., Real Estate, Mortgage Lending, Commercial Lending, Commercial Banking, Financial Audits, Compliance, SOX 404, Internal Audit, Analysis, Auditing, Loans, Finance, Training, Credit, Banking, Management, Risk Assessment
Education
University of Massachusetts Boston 1999 — 2001
Bachelor of Arts (B.A.)
Jeff Probst, CFA Jeff Probst, CFA's BofI Federal Bank Experience July 2010 - January 2012
Job Vice President, Portfolio Manager at Chandler Asset Management
Industry Investment Management
Experience
Chandler Asset Management February 2012 - Present
BofI Federal Bank July 2010 - January 2012
Education
University of California, Davis 2007 — 2008
MS, Agriculture and Resource Economics-Applied Economics
University of California, Davis 2003 — 2006
BS, Managerial Economics
CFA Institute
CFA Charter
Chandler Asset Management February 2012 - Present
BofI Federal Bank July 2010 - January 2012
Education
University of California, Davis 2007 — 2008
MS, Agriculture and Resource Economics-Applied Economics
University of California, Davis 2003 — 2006
BS, Managerial Economics
CFA Institute
CFA Charter
Marc Mummert Marc Mummert's BofI Federal Bank Experience January 2011 - April 2012
Job Founder & CEO, Mummert Knives, Inc
Industry Consumer Goods
Experience
Mummert Knives October 2009 - Present
BofI Federal Bank January 2011 - April 2012
Annuitants Federal Bank January 2011 - April 2012
Seneca One Finance September 2002 - April 2010
Nextel November 2000 - September 2002
Awesome Bounce! 1996 - 2000
Skills
Product Design, Management, Product Development, CAD, Metalworking, Rapid Prototyping, Titanium, Machining, Business Development, Marketing Strategy, Strategic Planning, Social Media, Web Design, Business Planning, Logo Design, Grinding, Metalsmithing, Vector Illustration
Education
University of California, San Diego 1992 — 1996
BA, Anthropology
Holmdel high
Mummert Knives October 2009 - Present
BofI Federal Bank January 2011 - April 2012
Annuitants Federal Bank January 2011 - April 2012
Seneca One Finance September 2002 - April 2010
Nextel November 2000 - September 2002
Awesome Bounce! 1996 - 2000
Skills
Product Design, Management, Product Development, CAD, Metalworking, Rapid Prototyping, Titanium, Machining, Business Development, Marketing Strategy, Strategic Planning, Social Media, Web Design, Business Planning, Logo Design, Grinding, Metalsmithing, Vector Illustration
Education
University of California, San Diego 1992 — 1996
BA, Anthropology
Holmdel high
Franz Gesing Franz Gesing's BofI Federal Bank Experience March 2015 - Present
Job Annuity Specialist at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank March 2015 - Present
CFG Wealth Management February 2012 - September 2014
Orient Express Furniture December 2006 - July 2009
Skills
Retirement Planning, Securities, Investments, Sales, Wealth Management, Strategic Financial..., Microsoft Office, Public Speaking, Financial Planning, Client Relations, Investment Advisory, Time Management, Analytical Skills, Client Relations Skills, Annuities, Structured Settlements
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Business/Managerial Economics
BofI Federal Bank March 2015 - Present
CFG Wealth Management February 2012 - September 2014
Orient Express Furniture December 2006 - July 2009
Skills
Retirement Planning, Securities, Investments, Sales, Wealth Management, Strategic Financial..., Microsoft Office, Public Speaking, Financial Planning, Client Relations, Investment Advisory, Time Management, Analytical Skills, Client Relations Skills, Annuities, Structured Settlements
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Business/Managerial Economics
Matt Lauer Matt Lauer's BofI Federal Bank Experience January 2015 - Present
Job Inbound Direct Banker at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank January 2015 - Present
Wells Fargo Home Mortgage April 2014 - January 2015
Wells Fargo February 2013 - September 2013
T & T Remodeling May 2009 - August 2011
Senate Majority Fund August 2009 - September 2009
Skills
Research, International Relations, Microsoft Office, Community Outreach, Public Speaking, Business Strategy, Team Building, Strategic Planning, Leadership, Data Analysis, PowerPoint, Team Leadership, Analysis, Microsoft Excel, Management
Education
Webster University 2011 — 2012
Global MBA
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Economics
BofI Federal Bank January 2015 - Present
Wells Fargo Home Mortgage April 2014 - January 2015
Wells Fargo February 2013 - September 2013
T & T Remodeling May 2009 - August 2011
Senate Majority Fund August 2009 - September 2009
Skills
Research, International Relations, Microsoft Office, Community Outreach, Public Speaking, Business Strategy, Team Building, Strategic Planning, Leadership, Data Analysis, PowerPoint, Team Leadership, Analysis, Microsoft Excel, Management
Education
Webster University 2011 — 2012
Global MBA
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Economics
Ethan Landau Ethan Landau's BofI Federal Bank Experience September 2012 - July 2014
Job at
Industry Restaurants
Experience
International City Mortgage July 2014 - Present
Ethan Landau Fitness May 2012 - Present
BofI Federal Bank September 2012 - July 2014
P.F. Chang's China Bistro June 2006 - August 2012
24 Hour Fitness August 2011 - May 2012
BCA Radio August 2008 - May 2009
Skills
Social Media, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Loans, Customer Satisfaction, Microsoft Word, Sales, Social Networking
Education
UCSD 2006 — 2009
B.A., Psychology
Rio Americano 1998 — 2002
International City Mortgage July 2014 - Present
Ethan Landau Fitness May 2012 - Present
BofI Federal Bank September 2012 - July 2014
P.F. Chang's China Bistro June 2006 - August 2012
24 Hour Fitness August 2011 - May 2012
BCA Radio August 2008 - May 2009
Skills
Social Media, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Loans, Customer Satisfaction, Microsoft Word, Sales, Social Networking
Education
UCSD 2006 — 2009
B.A., Psychology
Rio Americano 1998 — 2002
Taylor Walsh Taylor Walsh's BofI Federal Bank Experience July 2014 - November 2014
Job AVP, Senior Credit Officer
Industry Banking
Experience
Mainstreet Community Bank April 2015 - Present
BofI Federal Bank July 2014 - November 2014
BofI Federal Bank August 2012 - July 2014
State of Florida Office of Financial Regulation December 2008 - July 2012
Primerica 2006 - 2007
Skills
Team Management, Financial Analysis, Auditing, Problem Solving, Report Writing, Board Presentations, Microsoft Office, Staff Training, Presentations, Portfolio Management, Risk Management, Loans, Credit, Credit Analysis, Management, Finance, Commercial Lending, Banking, Teamwork, Analysis, Project Management, Internal Audit, Accounting
Education
FDIC Financial Institution Examinations 2009 — 2011
School does not award a degree or certification, Financial Institution Examinations
University of Central Florida - College of Business Administration 2003 — 2008
BS, Finance
Mainstreet Community Bank April 2015 - Present
BofI Federal Bank July 2014 - November 2014
BofI Federal Bank August 2012 - July 2014
State of Florida Office of Financial Regulation December 2008 - July 2012
Primerica 2006 - 2007
Skills
Team Management, Financial Analysis, Auditing, Problem Solving, Report Writing, Board Presentations, Microsoft Office, Staff Training, Presentations, Portfolio Management, Risk Management, Loans, Credit, Credit Analysis, Management, Finance, Commercial Lending, Banking, Teamwork, Analysis, Project Management, Internal Audit, Accounting
Education
FDIC Financial Institution Examinations 2009 — 2011
School does not award a degree or certification, Financial Institution Examinations
University of Central Florida - College of Business Administration 2003 — 2008
BS, Finance
Derrick Walsh, CPA Derrick Walsh, CPA's BofI Federal Bank Experience February 2015 - Present
Job Experienced Financial Reporting and Accounting Professional
Industry Financial Services
Experience
BofI Federal Bank February 2015 - Present
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - Present
Quick Spikes LLC March 2011 - Present
LPL Financial June 2011 - July 2013
Jack & Jasper Cellars, LLC January 2009 - December 2011
CBIZ MHM, LLC June 2007 - June 2011
PKF Witt Mares & Co July 2004 - May 2007
Skills
CPA, Series 27, Financial Analysis, Financial Reporting, Accounting, Project Management, Financial Modeling, Entrepreneurship, Start-ups, Department Budgeting, Financial Projection, Series 7, Series 66, GAAP, Mergers & Acquisitions, Venture Capital, Finance, Internal Controls, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Financial Accounting, Financial Statements, Managerial Finance, Cost Accounting, Internal Audit, Auditing, Consolidation, Sarbanes-Oxley, US GAAP, Budgets, Tax, Analysis, Strategic Financial..., SEC Filings
Education
University of Richmond
BSBA, Accounting; Finance
BofI Federal Bank February 2015 - Present
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - Present
Quick Spikes LLC March 2011 - Present
LPL Financial June 2011 - July 2013
Jack & Jasper Cellars, LLC January 2009 - December 2011
CBIZ MHM, LLC June 2007 - June 2011
PKF Witt Mares & Co July 2004 - May 2007
Skills
CPA, Series 27, Financial Analysis, Financial Reporting, Accounting, Project Management, Financial Modeling, Entrepreneurship, Start-ups, Department Budgeting, Financial Projection, Series 7, Series 66, GAAP, Mergers & Acquisitions, Venture Capital, Finance, Internal Controls, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Financial Accounting, Financial Statements, Managerial Finance, Cost Accounting, Internal Audit, Auditing, Consolidation, Sarbanes-Oxley, US GAAP, Budgets, Tax, Analysis, Strategic Financial..., SEC Filings
Education
University of Richmond
BSBA, Accounting; Finance
Thomas Constantine Thomas Constantine's BofI Federal Bank Experience August 2010 - Present
Job Chief Credit Officer at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank August 2010 - Present
Office of Thrift Supervision 2003 - 2010
George Elkins Mortgage Banking Company 2001 - 2003
First Bank of Beverly Hills 1999 - 2001
Skills
Loans, Credit, Commercial Lending, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Small Business Lending, Commercial Banking, Portfolio Management, Credit Risk, Mortgage Banking, Underwriting, Commercial Mortgages, Financial Risk, Consumer Lending, Asset Based Lending, Financial Analysis, Risk Management, Capital Markets
Education
University of California, Santa Barbara 1983 — 1986
Bachelor of Science (BS), Business Economics with Accounting Emphasis
Junipero Serra High School 1977 — 1980
BofI Federal Bank August 2010 - Present
Office of Thrift Supervision 2003 - 2010
George Elkins Mortgage Banking Company 2001 - 2003
First Bank of Beverly Hills 1999 - 2001
Skills
Loans, Credit, Commercial Lending, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Small Business Lending, Commercial Banking, Portfolio Management, Credit Risk, Mortgage Banking, Underwriting, Commercial Mortgages, Financial Risk, Consumer Lending, Asset Based Lending, Financial Analysis, Risk Management, Capital Markets
Education
University of California, Santa Barbara 1983 — 1986
Bachelor of Science (BS), Business Economics with Accounting Emphasis
Junipero Serra High School 1977 — 1980
Andrea Villeneuve Andrea Villeneuve's BofI Federal Bank Experience June 2012 - November 2014
Job Assistant Education and Operations at Learnet Academy Inc
Industry Environmental Services
Experience
Learnet Academy Inc November 2014 - April 2015
BofI Federal Bank June 2012 - November 2014
Becky Bones, LLC June 2011 - June 2012
Student Sustainability Center (UCSD) January 2010 - June 2010
Skills
Research, Stata, Microsoft Excel, Econometrics, Social Media, Statistics
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of KwaZulu-Natal 2010 — 2010
Learnet Academy Inc November 2014 - April 2015
BofI Federal Bank June 2012 - November 2014
Becky Bones, LLC June 2011 - June 2012
Student Sustainability Center (UCSD) January 2010 - June 2010
Skills
Research, Stata, Microsoft Excel, Econometrics, Social Media, Statistics
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of KwaZulu-Natal 2010 — 2010
Gilbert Gomez Gilbert Gomez's BofI Federal Bank Experience April 2014 - Present
Job VP and Controller
Industry Accounting
Experience
BofI Federal Bank April 2014 - Present
GE Capital January 2008 - April 2014
GE Healthcare August 2004 - January 2008
Education
The University of Georgia
MBA
Western Illinois University
BA, Accounting
BofI Federal Bank April 2014 - Present
GE Capital January 2008 - April 2014
GE Healthcare August 2004 - January 2008
Education
The University of Georgia
MBA
Western Illinois University
BA, Accounting
Alexander Takabayashi's BofI Federal Bank Experience March 2015 - Present
Job
Industry Computer Software
Experience
BofI Federal Bank March 2015 - Present
Skills
Testing, User Acceptance Testing, Quality Assurance, Software Quality..., SQL, Databases, ASP.NET, Software Development, Test Planning, XML, Quality Center, Web Applications, Test Automation, HTML, JavaScript, CSS, HP Quality Center, Analysis, ASP.NET AJAX, jQuery UI, C#, ASP.NET MVC, jQuery
Education
University of California, San Diego
Bachelor's degree, Bioengineering and Biomedical Engineering
BofI Federal Bank March 2015 - Present
Skills
Testing, User Acceptance Testing, Quality Assurance, Software Quality..., SQL, Databases, ASP.NET, Software Development, Test Planning, XML, Quality Center, Web Applications, Test Automation, HTML, JavaScript, CSS, HP Quality Center, Analysis, ASP.NET AJAX, jQuery UI, C#, ASP.NET MVC, jQuery
Education
University of California, San Diego
Bachelor's degree, Bioengineering and Biomedical Engineering
Kenya Watson's BofI Federal Bank Experience March 2014 - February 2015
Job Experienced IT Operations Engineer with a primary focus on SharePoint and Information Assurance.
Industry Information Technology and Services
Experience
BofI Federal Bank March 2014 - February 2015
Bridgepoint Education February 2011 - March 2014
CareFusion September 2010 - February 2011
Client Solution Architects February 2010 - August 2010
SAIC April 2005 - February 2010
American Water November 2004 - March 2005
Intergraph January 2002 - November 2004
Sony Electronics Inc. October 2001 - December 2002
United States Navy September 1997 - September 2001
Skills
Microsoft Office..., SharePoint, Blackberry Enterprise..., Microsoft Exchange, Powershell, IIS, Desktop Application..., ITIL v3 Foundations..., Altiris Console, Project Server, Sharepoint Server 2010, System Administration, DNS, ITIL, Troubleshooting, Active Directory, Windows 7, Servers, DHCP, Windows Server, Visio, Networking, System Deployment, Technical Support, Network Security, VMware, Software Installation, Infrastructure, Software Documentation, Information Technology, Microsoft Certified..., IT Operations, Security, Disaster Recovery, XP, Security, Windows XP
Education
University of Phoenix 2002 — 2006
Bachelors, Information Technology
BofI Federal Bank March 2014 - February 2015
Bridgepoint Education February 2011 - March 2014
CareFusion September 2010 - February 2011
Client Solution Architects February 2010 - August 2010
SAIC April 2005 - February 2010
American Water November 2004 - March 2005
Intergraph January 2002 - November 2004
Sony Electronics Inc. October 2001 - December 2002
United States Navy September 1997 - September 2001
Skills
Microsoft Office..., SharePoint, Blackberry Enterprise..., Microsoft Exchange, Powershell, IIS, Desktop Application..., ITIL v3 Foundations..., Altiris Console, Project Server, Sharepoint Server 2010, System Administration, DNS, ITIL, Troubleshooting, Active Directory, Windows 7, Servers, DHCP, Windows Server, Visio, Networking, System Deployment, Technical Support, Network Security, VMware, Software Installation, Infrastructure, Software Documentation, Information Technology, Microsoft Certified..., IT Operations, Security, Disaster Recovery, XP, Security, Windows XP
Education
University of Phoenix 2002 — 2006
Bachelors, Information Technology
Samantha Chiang's BofI Federal Bank Experience September 2013 - May 2014
Job Sales & Partners Operations Specialist at ServiceNow The Enterprise IT Cloud Company
Industry Computer Software
Experience
ServiceNow - The Enterprise IT Cloud Company November 2014 - Present
ServiceNow - The Enterprise IT Cloud Company May 2014 - November 2014
BofI Federal Bank September 2013 - May 2014
BofI Federal Bank May 2013 - September 2013
Dolan Xitco Consulting Group April 2011 - May 2013
LECG February 2008 - April 2011
Biosite June 2006 - February 2008
Illuminations 2001 - 2006
Skills
Forecasting, Accounting, Process Improvement, Analysis, Financial Modeling, Training, Finance, Account Reconciliation, Time Management, Sarbanes-Oxley Act, Data Analysis, Auditing, Financial Reporting, Financial Analysis, General Ledger
Education
San Diego State University-California State University 2001 — 2005
Bachelor's degree, Sociology
ServiceNow - The Enterprise IT Cloud Company November 2014 - Present
ServiceNow - The Enterprise IT Cloud Company May 2014 - November 2014
BofI Federal Bank September 2013 - May 2014
BofI Federal Bank May 2013 - September 2013
Dolan Xitco Consulting Group April 2011 - May 2013
LECG February 2008 - April 2011
Biosite June 2006 - February 2008
Illuminations 2001 - 2006
Skills
Forecasting, Accounting, Process Improvement, Analysis, Financial Modeling, Training, Finance, Account Reconciliation, Time Management, Sarbanes-Oxley Act, Data Analysis, Auditing, Financial Reporting, Financial Analysis, General Ledger
Education
San Diego State University-California State University 2001 — 2005
Bachelor's degree, Sociology
Johnny Lai's BofI Federal Bank Experience September 2014 - Present
Job VP Corporate Development & Investor Relations at BofI Federal Bank
Industry Investment Management
Experience
BofI Federal Bank September 2014 - Present
Ryman Arts 2007 - Present
MZ Group July 2010 - August 2014
Palisades Investment Partners February 2009 - April 2009
Bel Air Investment Advisors May 2006 - January 2009
RNC Genter Capital Management October 2000 - May 2006
RNC Genter 2000 - 2006
First Quadrant August 1998 - October 2000
Aegis Asset Management January 1996 - July 1998
Skills
Investments, Portfolio Management, Asset Management, Investment Management, Risk Management, Capital Markets, Equities, Analysis, Asset Allocation, Finance, Equity Research, Retirement Planning, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
BofI Federal Bank September 2014 - Present
Ryman Arts 2007 - Present
MZ Group July 2010 - August 2014
Palisades Investment Partners February 2009 - April 2009
Bel Air Investment Advisors May 2006 - January 2009
RNC Genter Capital Management October 2000 - May 2006
RNC Genter 2000 - 2006
First Quadrant August 1998 - October 2000
Aegis Asset Management January 1996 - July 1998
Skills
Investments, Portfolio Management, Asset Management, Investment Management, Risk Management, Capital Markets, Equities, Analysis, Asset Allocation, Finance, Equity Research, Retirement Planning, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Angelique Cho's BofI Federal Bank Experience June 2015 - Present
Job VP, Lending Systems and Process Administration
Industry Financial Services
Experience
BofI Federal Bank June 2015 - Present
Mutual of Omaha Bank August 2013 - June 2015
Mutual of Omaha Bank July 2008 - August 2013
First National Bank of Arizona June 2004 - July 2008
Accenture July 1996 - May 2004
Skills
Mortgage Lending, Mortgage Banking, Risk Management, Loans, Banking, Management, Team Building, Loan Origination, Process Improvement, Portfolio Management, Vendor Management, Business Analysis, Strategic Planning, Program Management, Financial Analysis, Refinance
Education
University of Arizona 1992 — 1996
Finance, Accounting
BofI Federal Bank June 2015 - Present
Mutual of Omaha Bank August 2013 - June 2015
Mutual of Omaha Bank July 2008 - August 2013
First National Bank of Arizona June 2004 - July 2008
Accenture July 1996 - May 2004
Skills
Mortgage Lending, Mortgage Banking, Risk Management, Loans, Banking, Management, Team Building, Loan Origination, Process Improvement, Portfolio Management, Vendor Management, Business Analysis, Strategic Planning, Program Management, Financial Analysis, Refinance
Education
University of Arizona 1992 — 1996
Finance, Accounting
Michael Posner's BofI Federal Bank Experience August 2010 - Present
Job Business Development Regional Manager at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank August 2010 - Present
Newbury Capital Funding October 2009 - September 2010
First Federal Bank April 2002 - June 2009
Fidelity Federal Bank January 2001 - March 2002
GMAC Commercial Mortgage January 1999 - October 2000
Bristol Realty Counselors February 1992 - December 1998
Joseph J. Blake & Associates 1989 - 1990
Skills
Real Estate Financing, Loans, Real Estate Economics, Mortgage Lending, Commercial Lending, Commercial Mortgages, Real Estate, Commercial Real Estate, Location Intelligence, Investment Properties, Appraisals, Credit, Loan Origination, Real Estate Transactions, Credit Analysis, Valuation, Disposition, Mortgage Banking, Brokerage, Underwriting, Real Estate Development, REO, Investments, Asset Management, Leases, Investors, Mortgage Underwriting, Foreclosures, Short Sales
Education
University of Southern California 1987 — 1989
Bachelor of Science, Finance
BofI Federal Bank August 2010 - Present
Newbury Capital Funding October 2009 - September 2010
First Federal Bank April 2002 - June 2009
Fidelity Federal Bank January 2001 - March 2002
GMAC Commercial Mortgage January 1999 - October 2000
Bristol Realty Counselors February 1992 - December 1998
Joseph J. Blake & Associates 1989 - 1990
Skills
Real Estate Financing, Loans, Real Estate Economics, Mortgage Lending, Commercial Lending, Commercial Mortgages, Real Estate, Commercial Real Estate, Location Intelligence, Investment Properties, Appraisals, Credit, Loan Origination, Real Estate Transactions, Credit Analysis, Valuation, Disposition, Mortgage Banking, Brokerage, Underwriting, Real Estate Development, REO, Investments, Asset Management, Leases, Investors, Mortgage Underwriting, Foreclosures, Short Sales
Education
University of Southern California 1987 — 1989
Bachelor of Science, Finance
Jeremy DeLembo's BofI Federal Bank Experience 2008 - 2010
Job National Wholesale Account Executive at LendSure Mortgage Corp.
Industry Financial Services
Experience
LendSure Mortgage Corp. August 2015 - Present
Nemko USA, Inc. April 2015 - Present
Citi 2012 - 2015
Chase February 2010 - October 2012
BofI Federal Bank 2008 - 2010
Accredited Home Lenders February 2007 - November 2008
Mortgage Lenders Network, USA 2006 - 2007
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Credit, Underwriting, Loss Mitigation, Real Estate, Mortgage Underwriting, VA loans, Commercial Lending, Credit Analysis, Real Estate Financing, Banking, Investments, Home Equity Lines of..., FHA financing, Financial Analysis, Credit Risk, Risk Management, Referrals, Selling, Customer Service, Certified Mortgage..., Finance, Consumer Lending, Key Account Management, Business Development, Customer Satisfaction, Salesforce.com, Engineering, Electronics, Product Testing, Sales Management, Wireless, Product Certification, Recruiting, Business Process..., Social Networking, Networking, Product Development, Manufacturing, International Product..., Product Safety, EMC, Sales
Education
Southern Connecticut State University 2001 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
LendSure Mortgage Corp. August 2015 - Present
Nemko USA, Inc. April 2015 - Present
Citi 2012 - 2015
Chase February 2010 - October 2012
BofI Federal Bank 2008 - 2010
Accredited Home Lenders February 2007 - November 2008
Mortgage Lenders Network, USA 2006 - 2007
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Credit, Underwriting, Loss Mitigation, Real Estate, Mortgage Underwriting, VA loans, Commercial Lending, Credit Analysis, Real Estate Financing, Banking, Investments, Home Equity Lines of..., FHA financing, Financial Analysis, Credit Risk, Risk Management, Referrals, Selling, Customer Service, Certified Mortgage..., Finance, Consumer Lending, Key Account Management, Business Development, Customer Satisfaction, Salesforce.com, Engineering, Electronics, Product Testing, Sales Management, Wireless, Product Certification, Recruiting, Business Process..., Social Networking, Networking, Product Development, Manufacturing, International Product..., Product Safety, EMC, Sales
Education
Southern Connecticut State University 2001 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Kent McKay's BofI Federal Bank Experience March 2014 - Present
Job Commercial Loan Review
Industry Banking
Experience
BofI Federal Bank March 2014 - Present
OneWest Bank December 2012 - March 2014
Comerica 2003 - December 2012
Union Bank of California 2001 - 2003
KPMG Advisory July 1996 - September 2001
Office of the Comptroller of the Currency January 1991 - July 1996
Office of the Comptroller of the Currency April 1985 - January 1991
Skills
Credit Risk, Credit Analysis, Financial Institutions, Commercial Lending, Credit, Loans, Financial Modeling, Risk Management, Portfolio Management, Banking, Strategic Planning, Financial Risk, Commercial Banking, Analysis, Financial Analysis, Finance, Credit Process...
Education
The University of Montana - School of Business Administration 1980 — 1985
B.S.
BofI Federal Bank March 2014 - Present
OneWest Bank December 2012 - March 2014
Comerica 2003 - December 2012
Union Bank of California 2001 - 2003
KPMG Advisory July 1996 - September 2001
Office of the Comptroller of the Currency January 1991 - July 1996
Office of the Comptroller of the Currency April 1985 - January 1991
Skills
Credit Risk, Credit Analysis, Financial Institutions, Commercial Lending, Credit, Loans, Financial Modeling, Risk Management, Portfolio Management, Banking, Strategic Planning, Financial Risk, Commercial Banking, Analysis, Financial Analysis, Finance, Credit Process...
Education
The University of Montana - School of Business Administration 1980 — 1985
B.S.
Casey Jenkins's BofI Federal Bank Experience January 2015 - Present
Job Assistant Vice President at BofI Federal Bank
Industry Law Practice
Experience
BofI Federal Bank January 2015 - Present
BofI Federal Bank June 2014 - January 2015
Booz Allen Hamilton November 2012 - June 2014
Encore Sports and Entertainment, LLC May 2011 - August 2011
Dependency Legal Group of San Diego January 2011 - May 2011
San Diego Office of the Alternate Public Defender August 2010 - December 2010
McDonald Law Group, LLC May 2008 - August 2008
Skills
Compliance, BSA/AML, OFAC, Regulatory Requirements, Fraud Detection, Defense Contracting, FAR, Legal Writing, Legal Research, Child Advocacy, Licensing, Westlaw, Sports Marketing, Intellectual Property, Criminal Law, Research, Public Speaking, Analysis, Strategy
Education
University of San Diego School of Law 2009 — 2012
Juris Doctor
American University 2005 — 2009
BA, Broadcast Journalism, French
La Sorbonne 2007 — 2007
Fluency Certificate, French Language and Literature
BofI Federal Bank January 2015 - Present
BofI Federal Bank June 2014 - January 2015
Booz Allen Hamilton November 2012 - June 2014
Encore Sports and Entertainment, LLC May 2011 - August 2011
Dependency Legal Group of San Diego January 2011 - May 2011
San Diego Office of the Alternate Public Defender August 2010 - December 2010
McDonald Law Group, LLC May 2008 - August 2008
Skills
Compliance, BSA/AML, OFAC, Regulatory Requirements, Fraud Detection, Defense Contracting, FAR, Legal Writing, Legal Research, Child Advocacy, Licensing, Westlaw, Sports Marketing, Intellectual Property, Criminal Law, Research, Public Speaking, Analysis, Strategy
Education
University of San Diego School of Law 2009 — 2012
Juris Doctor
American University 2005 — 2009
BA, Broadcast Journalism, French
La Sorbonne 2007 — 2007
Fluency Certificate, French Language and Literature
Nana Aquino's BofI Federal Bank Experience April 2015 - Present
Job VP, Loan Setup and Closing Operations
Industry Financial Services
Experience
BofI Federal Bank April 2015 - Present
W.J. Bradley Mortgage Capital, LLC - Emery Team October 2011 - March 2015
MetLife Home Loans May 2011 - September 2011
Icon Residential Lenders, LLC August 2008 - May 2011
Indymac Bank August 2005 - July 2008
First Horizon Home Loans March 2005 - August 2005
Castlerock Lending August 2002 - February 2005
24 Hour Fitness May 1996 - August 2002
Skills
Mortgage Lending, FHA, Customer Satisfaction, Leadership, VA loans, Strategic Planning, Mortgage Banking, Loans, Training, Underwriting, Loan Origination, Refinance, Budgets, Sales Management, Management, Customer Service, Residential Mortgages, FHA financing, Team Building, Credit, Coaching, Banking, Human Resources, Negotiation, USDA, Mortgage Underwriting, Finance, Reverse Mortgages
Education
University of Phoenix 2003 — 2005
BS, Business Administration
BofI Federal Bank April 2015 - Present
W.J. Bradley Mortgage Capital, LLC - Emery Team October 2011 - March 2015
MetLife Home Loans May 2011 - September 2011
Icon Residential Lenders, LLC August 2008 - May 2011
Indymac Bank August 2005 - July 2008
First Horizon Home Loans March 2005 - August 2005
Castlerock Lending August 2002 - February 2005
24 Hour Fitness May 1996 - August 2002
Skills
Mortgage Lending, FHA, Customer Satisfaction, Leadership, VA loans, Strategic Planning, Mortgage Banking, Loans, Training, Underwriting, Loan Origination, Refinance, Budgets, Sales Management, Management, Customer Service, Residential Mortgages, FHA financing, Team Building, Credit, Coaching, Banking, Human Resources, Negotiation, USDA, Mortgage Underwriting, Finance, Reverse Mortgages
Education
University of Phoenix 2003 — 2005
BS, Business Administration
Jocelyn Afdahl's BofI Federal Bank Experience September 2013 - January 2015
Job Attorney at Law
Industry Law Practice
Experience
Afdahl Law January 2015 - Present
BofI Federal Bank September 2013 - January 2015
BofI Federal Bank September 2012 - September 2013
Chinatrust Bank USA August 2011 - September 2012
Chinatrust Bank USA September 2010 - August 2011
The Law Offices of Paul Cheng January 2010 - April 2010
The Law Offices of Brian Chew September 2009 - December 2009
Moore, Lewis, Schulman, & Moore, APC January 2008 - January 2009
Family Law Facilitator's Office - San Diego June 2007 - December 2007
Legal Aid Foundation of Los Angeles October 2004 - June 2005
Skills
AML, Bank Secrecy Act, Banking, Civil Litigation, Corporate Governance, Courts, Due Diligence, Estate Planning, Financial Analysis, Fraud, KYC, Legal Research, Legal Writing, Litigation, Loans, Mortgage Lending, OFAC, USA PATRIOT Act, Westlaw, Anti Money Laundering
Education
University of San Diego School of Law 2005 — 2008
JD
University of California, Los Angeles 2000 — 2004
BA, History
Afdahl Law January 2015 - Present
BofI Federal Bank September 2013 - January 2015
BofI Federal Bank September 2012 - September 2013
Chinatrust Bank USA August 2011 - September 2012
Chinatrust Bank USA September 2010 - August 2011
The Law Offices of Paul Cheng January 2010 - April 2010
The Law Offices of Brian Chew September 2009 - December 2009
Moore, Lewis, Schulman, & Moore, APC January 2008 - January 2009
Family Law Facilitator's Office - San Diego June 2007 - December 2007
Legal Aid Foundation of Los Angeles October 2004 - June 2005
Skills
AML, Bank Secrecy Act, Banking, Civil Litigation, Corporate Governance, Courts, Due Diligence, Estate Planning, Financial Analysis, Fraud, KYC, Legal Research, Legal Writing, Litigation, Loans, Mortgage Lending, OFAC, USA PATRIOT Act, Westlaw, Anti Money Laundering
Education
University of San Diego School of Law 2005 — 2008
JD
University of California, Los Angeles 2000 — 2004
BA, History
David Logreco's BofI Federal Bank Experience July 2010 - Present
Job Senior Loan Officer at BofI Federal Bank
Industry Media Production
Experience
Bank of Internet USA July 2010 - Present
BofI Federal Bank July 2010 - Present
Skills
Refinance, FHA, Loans, Sales, Management, Customer Service, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
University of New Orleans 1990 — 1994
Liberal Arts, General Studies
Bank of Internet USA July 2010 - Present
BofI Federal Bank July 2010 - Present
Skills
Refinance, FHA, Loans, Sales, Management, Customer Service, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
University of New Orleans 1990 — 1994
Liberal Arts, General Studies
Thomas Brannen's BofI Federal Bank Experience October 2011 - Present
Job AVP, Project Management at BofI Federal Bank
Industry Information Technology and Services
Experience
BofI Federal Bank October 2011 - Present
Gensuite LLC May 2010 - September 2011
Peace Corps August 2007 - August 2009
Tamarack Distributors Inc January 2004 - May 2007
Fidelity Investments January 2001 - January 2003
Skills
Proposal Writing, SQL, BPMN, MS Project, Project Management, Process Improvement, Project Planning, Microsoft Office, XML, Strategic Planning, Microsoft SQL Server, Visio, Data Analysis, Access, Management, Training, Microsoft Project, Banking, Analysis, Business Analysis, Program Management, Team Leadership, Risk Management, Sales, Leadership, Vendor Management, Research
Education
University of Cincinnati College of Business 2010 — 2011
Masters, Information Systems
University of Dayton 1997 — 2001
B.S., Finance
BofI Federal Bank October 2011 - Present
Gensuite LLC May 2010 - September 2011
Peace Corps August 2007 - August 2009
Tamarack Distributors Inc January 2004 - May 2007
Fidelity Investments January 2001 - January 2003
Skills
Proposal Writing, SQL, BPMN, MS Project, Project Management, Process Improvement, Project Planning, Microsoft Office, XML, Strategic Planning, Microsoft SQL Server, Visio, Data Analysis, Access, Management, Training, Microsoft Project, Banking, Analysis, Business Analysis, Program Management, Team Leadership, Risk Management, Sales, Leadership, Vendor Management, Research
Education
University of Cincinnati College of Business 2010 — 2011
Masters, Information Systems
University of Dayton 1997 — 2001
B.S., Finance
Sergey Klimov's BofI Federal Bank Experience March 2013 - October 2013
Job Regional Director at Centerline Capital Group
Industry Commercial Real Estate
Experience
Centerline Capital Group October 2013 - Present
BofI Federal Bank March 2013 - October 2013
Rose International December 2011 - March 2013
Indymac Commercial Lending Co June 2007 - August 2008
Regal Financial Bank January 2006 - June 2007
KeyBank January 2004 - January 2006
Skills
Commercial real estate, Credit, Commercial Lending
Education
Seattle University 2001 — 2003
BA, Finance
Centerline Capital Group October 2013 - Present
BofI Federal Bank March 2013 - October 2013
Rose International December 2011 - March 2013
Indymac Commercial Lending Co June 2007 - August 2008
Regal Financial Bank January 2006 - June 2007
KeyBank January 2004 - January 2006
Skills
Commercial real estate, Credit, Commercial Lending
Education
Seattle University 2001 — 2003
BA, Finance
Andrew Micheletti's BofI Federal Bank Experience April 2001 - Present
Job Executive Vice President and Chief Financial Officer at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank April 2001 - Present
Telespectrum 1997 - 2001
LPL Financial September 1990 - August 1997
Skills
Financial Analysis, Finance, Due Diligence, Investments, Financial Modeling, Banking, Portfolio Management, Asset Management, Valuation, Risk Management
Education
San Diego State University 1977 — 1980
Bachelor of Science (BS), Accounting
University of California, San Diego 1975 — 1977
BofI Federal Bank April 2001 - Present
Telespectrum 1997 - 2001
LPL Financial September 1990 - August 1997
Skills
Financial Analysis, Finance, Due Diligence, Investments, Financial Modeling, Banking, Portfolio Management, Asset Management, Valuation, Risk Management
Education
San Diego State University 1977 — 1980
Bachelor of Science (BS), Accounting
University of California, San Diego 1975 — 1977
Matthew Kerchner's BofI Federal Bank Experience May 2015 - Present
Job CRE Analyst at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank May 2015 - Present
BofI Federal Bank June 2014 - Present
George Smith Partners May 2014 - June 2014
AMBK Investments LLC July 2012 - March 2014
Upside Investments January 2012 - August 2012
Wells Fargo Advisors September 2011 - December 2011
RWM Commercial January 2011 - November 2011
Residential Wholesale Mortgage, Inc. January 2010 - August 2010
Marcus & Millichap May 2009 - September 2009
Skills
Real Estate, Investment Properties, Loans, Mortgage Lending, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Office, Valuation, Microsoft Excel, QuickBooks, Accruals, Argus Modeling, micro, Finance, Investments
Education
University of California, San Diego 2007 — 2011
BA, Economics, History, Accounting
CFA Program
Passed Level I of the CFA Program
BofI Federal Bank May 2015 - Present
BofI Federal Bank June 2014 - Present
George Smith Partners May 2014 - June 2014
AMBK Investments LLC July 2012 - March 2014
Upside Investments January 2012 - August 2012
Wells Fargo Advisors September 2011 - December 2011
RWM Commercial January 2011 - November 2011
Residential Wholesale Mortgage, Inc. January 2010 - August 2010
Marcus & Millichap May 2009 - September 2009
Skills
Real Estate, Investment Properties, Loans, Mortgage Lending, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Office, Valuation, Microsoft Excel, QuickBooks, Accruals, Argus Modeling, micro, Finance, Investments
Education
University of California, San Diego 2007 — 2011
BA, Economics, History, Accounting
CFA Program
Passed Level I of the CFA Program
Susan McCasland's BofI Federal Bank Experience September 2015 - Present
Job AVP, Business Systems Analysis at Bank Of Internet Federal Bank
Industry Computer Software
Experience
BofI Federal Bank September 2015 - Present
Hansen Technologies April 2004 - September 2015
University of San Diego January 2002 - February 2004
HNC Software July 2000 - September 2001
Hewlett-Packard June 1999 - September 1999
AEON June 1997 - June 1998
MedicaLogic, Inc. January 1995 - February 1997
Oregon Health Sciences University January 1995 - December 1995
Skills
Product Management, Business Analysis, Requirements Analysis, Telecommunications, Analytics, CRM, Data Analysis, Agile Methodologies, Business Intelligence, Software Project..., Software Development, Scrum, Business Requirements, Analysis, Enterprise Software, Enterprise Architecture, Integration, SDLC, Product Development, Agile Project Management, Vendor Management, Business Process..., Business Process, SQL, Requirements Gathering, IT Strategy, Visio, User Acceptance Testing
Education
UC San Diego School of Global Policy and Strategy (GPS) 1998 — 2000
MPIA, International Technology Management
University of Waterloo 1989 — 1994
BMath, Math, Computer Science
BofI Federal Bank September 2015 - Present
Hansen Technologies April 2004 - September 2015
University of San Diego January 2002 - February 2004
HNC Software July 2000 - September 2001
Hewlett-Packard June 1999 - September 1999
AEON June 1997 - June 1998
MedicaLogic, Inc. January 1995 - February 1997
Oregon Health Sciences University January 1995 - December 1995
Skills
Product Management, Business Analysis, Requirements Analysis, Telecommunications, Analytics, CRM, Data Analysis, Agile Methodologies, Business Intelligence, Software Project..., Software Development, Scrum, Business Requirements, Analysis, Enterprise Software, Enterprise Architecture, Integration, SDLC, Product Development, Agile Project Management, Vendor Management, Business Process..., Business Process, SQL, Requirements Gathering, IT Strategy, Visio, User Acceptance Testing
Education
UC San Diego School of Global Policy and Strategy (GPS) 1998 — 2000
MPIA, International Technology Management
University of Waterloo 1989 — 1994
BMath, Math, Computer Science
Brent Morton's BofI Federal Bank Experience March 2011 - June 2014
Job Loan Processor & Administrator at Home Bank Of California
Industry Banking
Experience
Home Bank Of California June 2015 - Present
Luther Burbank Savings (Nelson Staffing) September 2014 - March 2015
BofI Federal Bank March 2011 - June 2014
Priority Suites August 2010 - November 2010
West Coast Property Consultants (WCPC) October 2006 - February 2009
Comerica June 2005 - May 2006
San Diego National Bank February 2005 - June 2005
US Bank 2003 - 2005
Skills
Banking, Finance, Real Estate, Loans, Accounts Receivable, Budgets, Accounting, Contract Management, Invoicing, Residential Homes, Financial Statements, Portfolio Management, Internal Audit, Sales, Time Management
Education
University of Washington 1987 — 1988
Business Administration and Management, General
Seattle Central College 1983 — 1984
N/A, Business
Home Bank Of California June 2015 - Present
Luther Burbank Savings (Nelson Staffing) September 2014 - March 2015
BofI Federal Bank March 2011 - June 2014
Priority Suites August 2010 - November 2010
West Coast Property Consultants (WCPC) October 2006 - February 2009
Comerica June 2005 - May 2006
San Diego National Bank February 2005 - June 2005
US Bank 2003 - 2005
Skills
Banking, Finance, Real Estate, Loans, Accounts Receivable, Budgets, Accounting, Contract Management, Invoicing, Residential Homes, Financial Statements, Portfolio Management, Internal Audit, Sales, Time Management
Education
University of Washington 1987 — 1988
Business Administration and Management, General
Seattle Central College 1983 — 1984
N/A, Business
Mackenzie O'Berry's BofI Federal Bank Experience December 2013 - August 2015
Job MBA Candidate at University of Washington, Michael G. Foster School of Business
Industry Financial Services
Experience
University of Washington, Michael G. Foster School of Business September 2015 - Present
BofI Federal Bank December 2013 - August 2015
Southern Lacrosse Youth Development (SLYD) LLC September 2012 - August 2013
University of Georgia September 2012 - July 2013
Northview High School January 2011 - August 2012
Ally Financial Inc. July 2010 - August 2012
University of Georgia 2009 - 2010
Skills
Commercial Lending, Credit Analysis, Underwriting, Financial Analysis, Microsoft Excel, Loans, Credit Risk, Portfolio Management, Microsoft Word, Risk Management, Communication, Banking, Real Estate Economics, Coaching, Program Management, Microsoft Office, Finance
Education
University of Georgia - Terry College of Business 2005 — 2010
B.B.A., Finance
University of Washington, Michael G. Foster School of Business September 2015 - Present
BofI Federal Bank December 2013 - August 2015
Southern Lacrosse Youth Development (SLYD) LLC September 2012 - August 2013
University of Georgia September 2012 - July 2013
Northview High School January 2011 - August 2012
Ally Financial Inc. July 2010 - August 2012
University of Georgia 2009 - 2010
Skills
Commercial Lending, Credit Analysis, Underwriting, Financial Analysis, Microsoft Excel, Loans, Credit Risk, Portfolio Management, Microsoft Word, Risk Management, Communication, Banking, Real Estate Economics, Coaching, Program Management, Microsoft Office, Finance
Education
University of Georgia - Terry College of Business 2005 — 2010
B.B.A., Finance
Alyssia Braithwaite's BofI Federal Bank Experience July 2014 - Present
Job Project Management and Process Improvemnt
Industry Banking
Experience
BofI Federal Bank July 2014 - Present
BofI Federal Bank December 2011 - July 2014
Bank of America September 2008 - June 2011
Skills
Call Centers, Customer Service, Process Improvement, Team Leadership, Outlook, Sales, Team Building, Banking, Microsoft Office, Customer Experience, Strategic Planning, Customer Satisfaction, Operations Management, Analysis, Leadership, Financial Analysis, Risk Management
Education
University of Maryland University College 2008 — 2012
Human Resources Management/Psychology, Human Resources Management/Psychology
BofI Federal Bank July 2014 - Present
BofI Federal Bank December 2011 - July 2014
Bank of America September 2008 - June 2011
Skills
Call Centers, Customer Service, Process Improvement, Team Leadership, Outlook, Sales, Team Building, Banking, Microsoft Office, Customer Experience, Strategic Planning, Customer Satisfaction, Operations Management, Analysis, Leadership, Financial Analysis, Risk Management
Education
University of Maryland University College 2008 — 2012
Human Resources Management/Psychology, Human Resources Management/Psychology
Raisa Chobrutskaya's BofI Federal Bank Experience 2002 - 2007
Job Sr. Systems Analyst at Miro Technologies
Industry Computer Software
Experience
Miro Technologies 2010 - Present
Mahjong Time 2007 - 2010
BofI Federal Bank 2002 - 2007
Merchandising Avenue, Inc 2000 - 2001
EPIC Solutions, Inc 1998 - 2000
Skills
IT Management, Microsoft SQL Server, SDLC, Windows Server, Oracle, Visio, SharePoint, Software Development, Requirements Analysis, SQL, Integration, Databases, Unix, Enterprise Architecture, Web Services, Solution Architecture, ERP, Business Intelligence, .NET, Software Documentation, Linux, Business Analysis, Testing, MySQL
Education
Universitatea de Stat din Moldova
Miro Technologies 2010 - Present
Mahjong Time 2007 - 2010
BofI Federal Bank 2002 - 2007
Merchandising Avenue, Inc 2000 - 2001
EPIC Solutions, Inc 1998 - 2000
Skills
IT Management, Microsoft SQL Server, SDLC, Windows Server, Oracle, Visio, SharePoint, Software Development, Requirements Analysis, SQL, Integration, Databases, Unix, Enterprise Architecture, Web Services, Solution Architecture, ERP, Business Intelligence, .NET, Software Documentation, Linux, Business Analysis, Testing, MySQL
Education
Universitatea de Stat din Moldova
Nancy Ly's BofI Federal Bank Experience November 2014 - Present
Job HR Jr. Generalist
Industry Human Resources
Experience
BofI Federal Bank November 2014 - Present
Impact 195, Rock Church San Diego January 2014 - December 2014
Media All Stars January 2014 - May 2014
Global Partnership Schools November 2010 - February 2012
Warner Bros. Entertainment Group of Companies October 2007 - October 2010
City Year September 2006 - June 2007
Target June 2005 - August 2005
Skills
Recruiting, Onboarding, Training, Human Resources, HRIS, Employee Benefits, Leadership, Personnel Management, Sourcing, Payroll, Management, PeopleSoft, Program Management, Strategy, Interviews
Education
Impact 195 2013 — 2013
World Changer, Christian Ministry
University of California, Berkeley 2002 — 2006
BA, Psychology, Education
BofI Federal Bank November 2014 - Present
Impact 195, Rock Church San Diego January 2014 - December 2014
Media All Stars January 2014 - May 2014
Global Partnership Schools November 2010 - February 2012
Warner Bros. Entertainment Group of Companies October 2007 - October 2010
City Year September 2006 - June 2007
Target June 2005 - August 2005
Skills
Recruiting, Onboarding, Training, Human Resources, HRIS, Employee Benefits, Leadership, Personnel Management, Sourcing, Payroll, Management, PeopleSoft, Program Management, Strategy, Interviews
Education
Impact 195 2013 — 2013
World Changer, Christian Ministry
University of California, Berkeley 2002 — 2006
BA, Psychology, Education
Nicholas Korth's BofI Federal Bank Experience July 2014 - Present
Job Jr. Underwriter, BOFI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank July 2014 - Present
UC San Diego May 2011 - July 2014
UC San Diego May 2011 - June 2014
UC San Diego April 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, English, Windows, Team Leadership, Leadership, Analysis, Project Management, Strategic Planning, Management, Project Planning, Budgets, Risk Management, Public Speaking, Solidworks, Facebook, Time Management, Communication, Social Media
Education
University of California, San Diego 2010 — 2014
Economics, Economics
University of California, San Diego 2010 — 2014
Economics, Economics
BofI Federal Bank July 2014 - Present
UC San Diego May 2011 - July 2014
UC San Diego May 2011 - June 2014
UC San Diego April 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, English, Windows, Team Leadership, Leadership, Analysis, Project Management, Strategic Planning, Management, Project Planning, Budgets, Risk Management, Public Speaking, Solidworks, Facebook, Time Management, Communication, Social Media
Education
University of California, San Diego 2010 — 2014
Economics, Economics
University of California, San Diego 2010 — 2014
Economics, Economics
Tania Akhavan's BofI Federal Bank Experience May 2012 - Present
Job Relationship Manager at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank May 2012 - Present
City National Bank December 2009 - May 2012
Imperial Capital Bancorp, Inc. and Imperial Capital Bank April 2006 - December 2009
US Bank March 2005 - April 2006
Skills
Commercial Banking, Consumer Lending, Banking, Small Business Lending, Retail Banking, Commercial Lending, Cash Management, Relationship Management, Business Development, Strategic Financial..., Risk Management, New Business Development, Sales Management, Branch Banking, Loans, Credit, Customer Service, Treasury Management
Education
San Diego State University-California State University 2010 — 2012
la costa canyon
la costa canyon
BofI Federal Bank May 2012 - Present
City National Bank December 2009 - May 2012
Imperial Capital Bancorp, Inc. and Imperial Capital Bank April 2006 - December 2009
US Bank March 2005 - April 2006
Skills
Commercial Banking, Consumer Lending, Banking, Small Business Lending, Retail Banking, Commercial Lending, Cash Management, Relationship Management, Business Development, Strategic Financial..., Risk Management, New Business Development, Sales Management, Branch Banking, Loans, Credit, Customer Service, Treasury Management
Education
San Diego State University-California State University 2010 — 2012
la costa canyon
la costa canyon
Cecelia Rubio's BofI Federal Bank Experience July 2012 - March 2014
Job K12 Segment Specialist, AWP
Industry Food & Beverages
Experience
Advantage Waypoint May 2015 - Present
Advantage Waypoint April 2014 - May 2015
BofI Federal Bank July 2012 - March 2014
John Muir College, UCSD August 2010 - June 2011
UCSD Mail Services January 2009 - September 2010
Advantage Waypoint 2008 - 2008
Skills
Office Management, Administrative Duties, Microsoft Office, Customer Service, Human Resources, Data Entry, Invoicing, PowerPoint, Microsoft Excel, Microsoft Word, Research, Outlook, Time Management, Administrative..., Cash Management, Internet Banking, Administrative Work, Banking, Sales, Access, Public Speaking, Administrative..., Management, Event Planning, Leadership, Marketing
Education
University of California, San Diego 2007 — 2011
B.A., Psychology
Temescal Canyon High School 2003 — 2007
High School Diploma, General Education
Advantage Waypoint May 2015 - Present
Advantage Waypoint April 2014 - May 2015
BofI Federal Bank July 2012 - March 2014
John Muir College, UCSD August 2010 - June 2011
UCSD Mail Services January 2009 - September 2010
Advantage Waypoint 2008 - 2008
Skills
Office Management, Administrative Duties, Microsoft Office, Customer Service, Human Resources, Data Entry, Invoicing, PowerPoint, Microsoft Excel, Microsoft Word, Research, Outlook, Time Management, Administrative..., Cash Management, Internet Banking, Administrative Work, Banking, Sales, Access, Public Speaking, Administrative..., Management, Event Planning, Leadership, Marketing
Education
University of California, San Diego 2007 — 2011
B.A., Psychology
Temescal Canyon High School 2003 — 2007
High School Diploma, General Education
Jessica Kennedy, CPA's BofI Federal Bank Experience October 2012 - January 2014
Job Experienced Financial Professional
Industry Banking
Experience
California Business Bank October 2014 - Present
Commercial Bank of California February 2014 - October 2014
BofI Federal Bank October 2012 - January 2014
BofI Federal Bank November 2010 - October 2012
BofI Federal Bank October 2008 - October 2010
Orthera Inc. 2005 - 2008
Skills
Financial Analysis, Accounting, Banking, Financial Modeling, General Ledger, Finance, Risk Management, Sarbanes-Oxley Act, Cash Management, Process Improvement, Account Reconciliation, Business Planning, Credit, Access, Financial Reporting, Loans, Auditing, Microsoft Office, Strategic Planning, Credit Analysis
Education
University of California, Santa Barbara
BA, Economics/Accounting
California Business Bank October 2014 - Present
Commercial Bank of California February 2014 - October 2014
BofI Federal Bank October 2012 - January 2014
BofI Federal Bank November 2010 - October 2012
BofI Federal Bank October 2008 - October 2010
Orthera Inc. 2005 - 2008
Skills
Financial Analysis, Accounting, Banking, Financial Modeling, General Ledger, Finance, Risk Management, Sarbanes-Oxley Act, Cash Management, Process Improvement, Account Reconciliation, Business Planning, Credit, Access, Financial Reporting, Loans, Auditing, Microsoft Office, Strategic Planning, Credit Analysis
Education
University of California, Santa Barbara
BA, Economics/Accounting
Enpu (David) Zhang's BofI Federal Bank Experience March 2015 - Present
Job Business Intelligence Professional
Industry Think Tanks
Experience
BofI Federal Bank March 2015 - Present
McKesson November 2013 - March 2015
LPL Financial June 2013 - October 2013
Tang Capital Management April 2013 - June 2013
UST Global June 2011 - January 2013
Ameriprise Financial Services, Inc. May 2011 - July 2011
Skills
Microsoft Office, Word, MS Project, MS Visio, Excel, PowerPoint, Outlook, Access, OneNote, ClarityPPM, Clarity OWB, SynergyOne, E-views, Computer Hardware..., R-Commander, SharePoint, MS paint, HPQC, Conversational Mandarin, Regression Testing, Forecasting, Futures, Annuities, Corporate Finance, Accounting, Finance Calculator...
Education
University of California, Irvine
Bachelor's Degree, Economics
BofI Federal Bank March 2015 - Present
McKesson November 2013 - March 2015
LPL Financial June 2013 - October 2013
Tang Capital Management April 2013 - June 2013
UST Global June 2011 - January 2013
Ameriprise Financial Services, Inc. May 2011 - July 2011
Skills
Microsoft Office, Word, MS Project, MS Visio, Excel, PowerPoint, Outlook, Access, OneNote, ClarityPPM, Clarity OWB, SynergyOne, E-views, Computer Hardware..., R-Commander, SharePoint, MS paint, HPQC, Conversational Mandarin, Regression Testing, Forecasting, Futures, Annuities, Corporate Finance, Accounting, Finance Calculator...
Education
University of California, Irvine
Bachelor's Degree, Economics
Viviane Feilhaber's BofI Federal Bank Experience September 2015 - Present
Job FVP, Credit Operations & Analytics
Industry Financial Services
Experience
BofI Federal Bank September 2015 - Present
Union Bank August 2013 - August 2015
Union Bank October 2011 - August 2013
Union Bank September 2010 - October 2011
Union Bank June 2008 - September 2010
Skills
Strategy, Credit, Underwriting, Business Process..., Portfolio Management, Risk Management, Operations Management, Commercial Banking, Small Business Lending, Financial Accounting
Education
UCLA Anderson School of Management 2012 — 2015
MBA, Global Management & Finance
University of California, Los Angeles 2004 — 2008
B.A., Business Economics
BofI Federal Bank September 2015 - Present
Union Bank August 2013 - August 2015
Union Bank October 2011 - August 2013
Union Bank September 2010 - October 2011
Union Bank June 2008 - September 2010
Skills
Strategy, Credit, Underwriting, Business Process..., Portfolio Management, Risk Management, Operations Management, Commercial Banking, Small Business Lending, Financial Accounting
Education
UCLA Anderson School of Management 2012 — 2015
MBA, Global Management & Finance
University of California, Los Angeles 2004 — 2008
B.A., Business Economics
Alberto Ballesteros's BofI Federal Bank Experience October 2014 - Present
Job Account Executive Bank of Internet
Industry Banking
Experience
BofI Federal Bank October 2014 - Present
Union Bank 2013 - 2014
JPMorgan Chase & Co. April 2009 - May 2013
Skills
•4 years experience in..., •Maintains current..., •Assisting in..., Credit, Financial Analysis, Financial Risk, Loan Origination, Portfolio Management, Risk Management, FHA, Credit Analysis, Refinance
Education
Southwestern College 1990 — 1992
Business Administration and Management, General
Montgomery High School 1986 — 1989
Diploma, General
BofI Federal Bank October 2014 - Present
Union Bank 2013 - 2014
JPMorgan Chase & Co. April 2009 - May 2013
Skills
•4 years experience in..., •Maintains current..., •Assisting in..., Credit, Financial Analysis, Financial Risk, Loan Origination, Portfolio Management, Risk Management, FHA, Credit Analysis, Refinance
Education
Southwestern College 1990 — 1992
Business Administration and Management, General
Montgomery High School 1986 — 1989
Diploma, General