California Federal Bank
California Federal Bank, known as CalFed, was a bank headquartered in Los Angeles, California at 5670 Wilshire Boulevard. It operated 352 branches, most of which were in California. In 2002, the bank was acquired by Citigroup. Ceased operations: November 13, 2002 Headquarters: San Francisco, CA Founded: 1945
California Federal Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California Federal Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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286 California Federal Bank employees in database. Find out everything there's to know about California Federal Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
California Federal Bank Employees
Bank of the West January 2015 - Present
Citibank February 2011 - December 2014
Citi Foundation June 2009 - January 2011
Citi July 2006 - June 2009
Citi July 2004 - July 2006
Citi November 2002 - July 2004
California Federal Bank November 1998 - November 2002
Wilderness Trail Bikes, Inc. February 1997 - November 1998
Titec Cycle, Inc September 1996 - February 1997
Skills
Corporate Social..., Analytics, Program Development, Marketing Strategy, Strategic Planning, Product Development, Project Management, International Project..., Event Management, Product Management, Multi-channel Marketing, Performance Management, Strategic Partnerships, Portfolio Management, Banking, Program Management, Management, Leadership, Digital Marketing, Marketing, Strategy, Financial Services, Risk Management, Sales, Relationship Management, CRM, Integrated Marketing
Education
University of California, Berkeley 2000 — 2011
Continued Studies - Courses Completed:, Strategic Marketing, Market Research, Marketing Communications, Public Relations, Statistics, Cor
New York University 2005 — 2007
Professional Certificate, Global Affairs
Loyola Marymount University 1991 — 1995
BA, Philosophy
MUFG Union Bank N.A. March 2006 - Present
Aames Financial April 2003 - March 2006
California Federal Bank December 1996 - March 2003
Great Western Bank November 1989 - December 1996
Skills
Leadership Development, Team Building, Supervision, Call Center, Curriculum Design, Instructional Design, Organizational..., Performance Management, Employee Engagement, Change Management, Coaching Staff, Professional Mentoring, Consulting, Training, Analysis, Business Analysis, Customer Service, Executive Coaching, Organizational..., Performance Consulting, Training Delivery, Call Centers, Coaching
Education
UCLA
Langevin Learning Services 1997 — 1999
Certification
Learning Tree 1990 — 1992
Alyeska Realty Advisors, Inc. June 1999 - Present
Northwest Charter Valuation, Ltd. June 1990 - June 1999
California Federal Bank April 1985 - June 1990
Skills
Real Estate, Residential, Investment Properties, Investments, Home, Foreclosures, Investors, Residential Homes, REO, Condos, Short Sales, Real Estate Development
Education
Oregon Culinary Institute 2009 — 2009
Diploma, Culinary Arts/Chef Training, Honors
University of Denver - Daniels College of Business 1982 — 1984
MBA, Finance
University of Denver - Daniels College of Business 1979 — 1982
BSBA, Real Estate & Construction Management
Richardson December 2014 - Present
KeyBank September 2005 - 2014
Gap Inc. 2005 - 2005
California State Automobile Association 2004 - 2004
California Federal Bank 1998 - 2003
California Federal Bank 1995 - 1998
California Federal Bank 1991 - 1995
Skills
Strategic Consulting, Training Consultant, Performance Analysis, Performance Improvement, Adult Education, Needs Analysis, Instructional Design, Course Development, Training Assessment, Soft Skills Training, Technical Training, Instructor-led Training, Webinars, Self-paced Workbooks, Job Aids, Training Delivery, Training, Learning Management, Soft Skills, Organizational..., Blended Learning, ADDIE, E-Learning, Vendor Management, Learning Management..., Performance Consulting, Workshop Facilitation, Training Facilitation, MBTI, Organizational..., Executive Coaching, Career Development, Employee Training, Employee Engagement, Leadership Development, Leadership
Education
The Ohio State University
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of the West January 2004 - July 2007
Bank of the West January 2001 - December 2003
Bank of the West May 1997 - December 2000
California Federal Bank May 1992 - May 1997
Wells Fargo September 1991 - May 1992
Deloitte & Touche September 1984 - August 1991
Skills
Strategic Planning, Long Range Planning, Financial Analysis, Executive Reporting, Mergers & Acquisitions, Financial Statements, Accounting, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Managerial Finance, Financial Reporting, Financial Audits, Financial Services, Strategy, Portfolio Management, Leadership, Management, Internal Audit, Analysis, Due Diligence
Education
Santa Clara University 1980 — 1984
Bachelor's of Science & Commerce, Accounting
Oh Snap! Booth Co. 2014 - Present
Wells Fargo Home Mortgage 2010 - 2014
Bank of the West 2003 - 2009
California Federal Bank 1993 - 2003
Skills
Banking, Management reporting, Operations Management, Analytics, Microsoft Excel, Databases, Requirements Analysis, Business Analysis, Customer Service, Program Management, Finance, Budgets, Analysis, Financial Analysis, Retail Banking, Loans, Credit, Mergers, Outlook
Education
San Francisco State University
Bachelor of Arts (B.A.)
Perlas Insurance Services October 1990 - Present
Perlas Insurance Services October 1990 - Present
California Federal Bank January 1989 - January 1991
The Broadway Dept Store July 1987 - December 1988
Skills
Insurance, Casualty, Underwriting, Commercial Lines, Legal Liability, Workers Compensation, Strategic Planning, Liability, Commercial Insurance, Professional Liability, Property & Casualty..., Reinsurance, Brokers, D&O, Risk Management, Umbrella Insurance, Employment Practices..., Liability Analysis, Excess, Inland Marine, General Insurance
Education
California State University - Los Angeles 1988 — 1990
Political Science
University of Houston 1984 — 1987
GP Strategies July 2012 - Present
FranklinCovey January 2007 - July 2012
Learning Architects January 2006 - 2012
ASTD Cascadia 2005 - 2010
The Mechanics Bank September 2000 - December 2005
California Federal Bank September 1992 - September 2000
First Nationwide Bank 1992 - 1996
Provident Central Credit Union 1990 - 1991
Emporium 1988 - 1990
Skills
Program Facilitation, Strategic Planning, Management Development, Leadership Development, Executive Coaching, Coaching, Instructional Design, Organizational..., Change Management, Team Building, Employee Engagement, Performance Management, Talent Management, Training Delivery, Organizational..., E-Learning, Conflict Resolution, Employee Relations, Management, Leadership, Training, Workshop Facilitation, Employee Training, Performance Improvement
Education
Marylhurst University 2007 — 2009
MBA, General Management
University of the Pacific 1984 — 1988
BA, Theatre Arts
JPMorgan Chase & Co. 2010 - 2014
JPMorgan Chase & Co. 2007 - 2010
JPMorgan Chase & Co. 2003 - 2008
Adecco/JPMorgan Chase Bank 2002 - 2003
Ameriquest Mortgage 1999 - 2002
Robert A. Rosania, CPA 1997 - 1999
California Federal Bank 1994 - 1997
California Federal Bank 1989 - 1994
California Federal Bank 1988 - 1989
California Federal Bank 1986 - 1989
Skills
Loan Servicing, Mortgage Lending, Banking, Risk Management, Credit, Loans, Process Improvement, Loan Origination, Loss Mitigation, Financial Services, Mortgage Banking, Call Centers, Relationship Management, Business Analysis, Team Building, Vendor Management, Residential Mortgages, Financial Risk, Finance, Strategic Planning, Accounting Management, Mortgage Servicing, Customer Service...
Education
University of Southern California
M.B.A.
Pomona College
B.A.
Self employed January 2000 - Present
Eclectic Editorial Enterprises 1998 - Present
California Federal Bank January 1987 - December 1996
Gibraltar Savings 1980 - 1982
Education
Loyola Law School, Loyola Marymount University 1962 — 1966
J.D.
Loyola Marymount University 1955 — 1959
A.B., Psychology
XO Communications July 2015 - Present
Sprint 2004 - 2014
Sprint 2000 - 2004
Sprint July 1994 - 2000
Infonet 1993 - 1994
Ralphs Grocery Company 1990 - 1993
California Federal Bank April 1989 - June 1990
Security Pacific National Bank December 1987 - April 1989
Security Pacific National Bank October 1984 - December 1987
Security Pacific National Bank January 1982 - October 1984
Skills
MPLS, IP, CDMA, SIP, Frame Relay, Wireless, VoIP, Carrier Ethernet, DSL, Ethernet, Telecommunications, Unified Communications, 4G, WiMAX, Network Design, WAN, Managed Services, Co-location, Solution Selling
Education
University of California, Irvine 1994 — 1996
Telecommunications Engineering Certificate Program
Countrywide Trucking February 2012 - Present
U.S. Bank August 2001 - September 2005
California Federal Bank July 1999 - August 2001
Morgan Stanley May 1995 - June 1999
Skills
Finance, Investments, Retirement Planning, Fixed Annuities, Consulting, Financial Analysis, Risk Management, Management, Financial Planning, Portfolio Management, Customer Service, Leadership
Education
University of California, Los Angeles 1999 — 2002
Certification, Personal Financial Planner
Kharkiv Architecture and Civil Engineering Acadamy 1985 — 1989
Kharkiv Technical University of Civil Engineering and Architecture, Civil Engineering, Bachelors Degree
Flagship Credit Acceptance September 2013 - Present
Sierra Auto Finance LLC September 2011 - July 2013
GM Financial / AmeriCredit 2006 - 2011
Bay View Acceptance Corp 2003 - 2006
Bay View Bank 1996 - 2003
California Federal Bank 1988 - 1996
Skills
Credit, Underwriting, Consumer Lending, Credit Analysis, Loan Origination, Credit Risk, Portfolio Management, Relationship Management, Profit, Finance, Loss Mitigation, Sales Management, Financial Services, Risk Management, Financial Analysis, Team Building, Marketing, Executive Management, Management, Customer Service, Leadership, Sales, Start-ups, Funding, Forecasting, Strategy, Mergers & Acquisitions, New Business Development, Customer Satisfaction, Pricing
Education
Stephen F. Austin State University 1983 — 1987
B.B.A., Finance and Political Science
Fresenius Kabi September 2013 - September 2014
Family May 2006 - September 2013
United Airlines February 2000 - April 2005
California Federal Bank January 1999 - May 2000
Bank of America January 1997 - May 1999
Skills
Laboratory Skills, Proficient in airline..., Supervisory Skills, Microsoft Office, Research, Training, Teamwork, Microsoft Word
Education
University of Illinois at Chicago 2006 — 2013
Bachelor of Science (BS), Biological Sciences
Wilbur Wright College 2004 — 2006
Associate's degree, Applied Sciences
PNC November 2013 - Present
BB&T December 2009 - July 2013
Colonial Bank October 2002 - December 2009
Union Planters Bank September 1998 - October 2002
CALIFORNIA FEDERAL BANK February 1998 - September 1998
R. R. BOWKER March 1988 - February 1998
Skills
Commercial Banking, Deposits, Investments, Series 63, Series 6, Life & Health Insurance..., Consumer Lending, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Mortgage Lending, Construction Loans, Treasury Management, Merchant Services, Insurance, Private Banking
Education
St. Petersburg College 2003 — 2011
Yahoo! October 2011 - December 2011
Pima Community College April 2009 - May 2011
Intuit March 2003 - November 2008
Veritas 1998 - 2002
andersen design January 1992 - June 1998
Edutopia - The George Lucas Educational Foundation 1990 - 1991
California Federal Bank 1989 - 1990
Skills
Program Management, Project Management, Instructional Design, Performance Management, Learning and..., Leading Change, Technical Training, Business Analysis, Educational Technology, Higher Education, Learning Management, Content Management, Content Development, Talent Management, Competency Management, Leadership Development, Management, Team Building, Organizational..., Employee Training, E-Learning, Leadership, Change Management, Succession Planning, Coaching, Strategy, Human Resources, Adult Education, Learning Management..., Consulting, Training Delivery, Organizational..., Workshop Facilitation, Career Development, Instructor-led Training, Organizational Learning, Blended Learning, Training, Captivate, Executive Coaching, Needs Analysis, Onboarding, ADDIE, Curriculum Development, Organizational Design, Staff Development, Culture Change, Curriculum Design, Employee Engagement, Performance Improvement
Education
San Francisco State University 1988 — 1990
M.A., Education (Educational Technology)
University of Wisconsin-Milwaukee
BS, Geology
Zimmerman 2015 - Present
Walton Isaacson 2011 - 2015
Grupo Gallegos 2008 - 2011
BBDO 2005 - 2008
Berlin Cameron 2003 - 2005
Deutsch LA 1998 - 2003
California Federal Bank 1993 - 1998
Dailey & Associates 1990 - 1993
TBWA\Chiat\Day 1987 - 1990
Skills
Integrated Marketing, Account Management, Direct Mail, Online Marketing, Advertising, Interactive Marketing, Marketing Strategy, Brand Development, Market Research, SEM, Creative Strategy, Digital Media, Marketing, Creative Direction, Relationship Marketing, Strategy, Digital Strategy, Direct Marketing, Strategic Partnerships, Public Relations, Leadership, Mobile Marketing, Digital Marketing, Email Marketing, Outdoor Advertising, Event Planning, Marketing Communications, Management, Online Advertising, Media Planning, Financial Services, Brand Management, Interactive Advertising, Strategic Planning, Social Media Marketing, New Business Development, Sponsorship, Television, Brand Architecture, Customer Insight, Corporate Branding, Market Planning, Copywriting, Brand Awareness, New Media, Media Strategy, Marketing Management, Content Strategy, Web Analytics, Experiential Events
Education
University of Maryland College Park
BA, Political Science
U.S. Bank March 2010 - Present
Comerica Bank October 2002 - September 2009
Bank of the West August 1999 - August 2002
California Federal Bank September 1989 - August 1998
Bank of America November 1979 - May 1989
Skills
Commercial Lending, Strategic Planning, Coaching, Accountability, Investment Banking, Team Building, Business Development, Commercial Banking, Leadership, Mergers & Acquisitions, Management, Loans, Time Management, Sales, New Business Development, Call Centers, Banking, Negotiation, Small Business, Selling, Portfolio Management, Credit Risk, Cross Selling, Risk Management, Leadership Development, Small Business Lending, Sales Management, Networking, Finance, Retail Banking, Credit Analysis, Branch Banking, Relationship Management, Cash Management, Consumer Lending, Mortgage Lending, Credit, Retail, Lines Of Credit, E-commerce, Insurance, Customer Service, Investments, Financial Services, Financial Analysis, Loan Origination, Credit Cards
Education
University of Phoenix 2008 — 2009
Bachelor's degree, Business Management
The Difference April 2003 - Present
Flywheel, Inc. February 2015 - August 2015
Chi Omega Alumnae Association of Portland June 1999 - June 2002
InSight3 May 1994 - April 1995
California Federal Bank February 1988 - February 1994
Foote, Cone & Belding, San Francisco September 1980 - April 1987
Skills
Event Management, Vendor Relations, Team Building, Strategic Planning, Performance Management, Public Speaking, Organizational..., Leadership Development, Customer Service, Change Management, Conflict Resolution, Interviewing, Organizational..., Mentoring, Organizational Design, Hiring, Conflict Management, Orientation, Marketing Strategy, Resume Writing, Performance Appraisal, Problem Solving, Internal Communications, Instructional Design, Training, Employee Training, Human Resources, Management, Time Management, Employee Relations, Event Planning
Education
University of Oregon 1976 — 1980
Bachelor's degree, Journalism and Telecommunications
Behr Process Corporation August 2015 - Present
Behr Process Corporation July 2014 - July 2015
Masterchem Brands January 2012 - July 2014
Jarden Safety & Security December 2011 - January 2012
RPM - Rust-Oleum May 2010 - August 2011
RPM - Zinsser March 2002 - June 2010
Dinaco, Inc. February 2001 - February 2002
PPG Industries February 1999 - February 2001
California Federal Bank March 1998 - February 1999
Kelly-Moore Paints April 1985 - June 1996
Skills
New Business Development, Product Development, Team Leadership, Product Marketing, Sales Management, Managerial Finance, Strategic Planning, Sales, Team Building, Business Development, Marketing, Integrated Marketing, Cross-functional Team..., B2B, Competitive Analysis, Sales Operations, Key Account Management, Negotiation, Business Strategy, Advertising, Strategy, Strategic Partnerships, Marketing Strategy, Leadership, Forecasting, Management, Brand Management, Pricing, Market Planning, Training, Trade Shows, P&L Management, Marketing Management, Retail, Key Account Development, Market Research, Purchasing, Merchandising, Manufacturing, Product Management, Market Development, Contract Negotiation, Account Management, P&L, Market Analysis, Sales Presentations, Sales Process, Budgets, Pricing Strategy, CRM
Education
University of Oklahoma 1983 — 1988
English
Magleaf Inc (a one-man show) 2002 - Present
Intel Corporation 2005 - 2006
Intel Corporation 2001 - 2002
California Federal Bank 1996 - 2001
University of California Center for Neuroscience 1994 - 1996
Morningstar 1992 - 1994
Skills
Web Content, Technical Writing, Editing, Technical Documentation, Manuals, Web Design, Competitive Intelligence, Competitive Analysis
Education
University of Illinois at Urbana-Champaign
BA with High Distinction, English
RPM Mortgage Inc January 2010 - June 2015
Thornburg Mortgage January 2008 - June 2009
Bank of America - Wholesale Residential Lending March 1994 - December 2007
Countrywide Home Loans August 1991 - February 1994
California Federal Bank 1989 - 1992
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, FHA, Loans, Leadership, Certified Mortgage..., Underwriting, VA loans, FHA financing, Selling, Refinance, Mortgage Underwriting, Real Estate Economics, Credit, Reverse Mortgages, USDA, Real Estate Financing, Credit Analysis
Education
San Diego State University-California State University 1978 — 1982
B.S. Business Administration, Business - Info systems
Marina High School
Master Nursery July 2012 - Present
Travis Unified School District December 2011 - March 2012
Calbee America January 2011 - December 2011
Gymboree September 2010 - November 2010
Schilling Robotics March 2007 - November 2009
Seguin Moreau Napa Cooperage 2005 - 2006
Ajilon 2004 - 2005
California Federal Bank 2001 - 2003
Providian 1999 - 2001
Kinko's 1999 - 1999
Skills
Creative Writing, Poet, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Data Entry, Administrative..., Outlook, Management, Microsoft Excel, PowerPoint, Invoicing, Accounting, Accounts Receivable, Financial Analysis, Telephone Skills, Team Building, Administrative...
Education
Solano Community College 2013 — 2013
Graphic Design 1, 94.1
Shasta College
AFAA Group Exercise Instructor January 2008 - Present
www.ZumbaSarasota.com January 2008 - Present
Barnett Bank/Nationsbank January 1990 - January 1997
California Federal Bank January 1986 - January 1990
Skills
Fitness, Choreography, Health, Nutrition, Personal Training, Group Exercise, Contemporary Dance, Dance, Latin, Wellness, Strength, Fitness Training, Lifestyle, Strength Training, Yoga, Conditioning, Pilates, Weight Training, Functional Training, Weight, Operant Conditioning, Lifestyle Coaching, Sports Nutrition, Wellbeing, Athletics, Holistic Health, Nutritional Counseling, Stretching, Toning, Corporations, Wellness Coaching
Education
The University of Memphis 1981 — 1985
BBA, Business & Economics
The University of Memphis 1981 — 1985
bachelor of business administration, marketing
Right Start Mortgage, Wholesale August 2014 - Present
Key Properties Inc. July 2014 - Present
Century 21 Powerhouse July 2009 - August 2014
Promontory Financial Group, LLC November 2011 - January 2013
C.P.I. June 2009 - February 2010
Bristol Home Loans January 2004 - November 2008
Independent Mortgage September 2001 - December 2004
Executive Mortgage May 1998 - September 2001
California Federal Bank October 1989 - May 1998
Skills
Finance, Real Estate, Mortgage Lending, First Time Home Buyers, REO, Mortgage Banking, Investment Properties, Sellers, Customer Service, Short Sales, Listings, Property, Loss Mitigation, FHA, Foreclosures, HUD, Loans, Investors, Condos, Referrals, Loan Origination, Relocation, Real Estate Transactions, Single Family Homes, Residential Mortgages, Real Estate Financing, Real Property, SFR, New Home Sales, Refinance, Residential Homes, Income Properties, Rentals, Buyers, Buyer Representation, Move Up Buyers, Townhomes
Education
Naval Postgraduate School 1984 — 1987
School of Health Sciences
Roberto Clemente Academy - Chicago 1979 — 1982
UTMB January 2013 - Present
Gateway Chiropractic, South Shore PLLC September 2011 - January 2013
Harbour Plastic Surgery July 2010 - September 2011
US Bank October 2007 - July 2010
Cardio Vascular Clinic of Texas September 2006 - October 2007
Dahn Yoga & Health Centers, Inc. July 2005 - July 2006
California Federal Bank December 1998 - March 2002
Skills
Customer Service, Team Building, Management, Marketing, Microsoft Word, Negotiation, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Microsoft Excel, Healthcare, Account Management, Budgets, Coaching, Strategic Planning, Time Management, Recruiting, Program Management, Insurance, Customer Satisfaction, Employee Relations, Process Improvement, Human Resources, Advertising, Training, Leadership, Access
Education
Texas State University 1990 — 1994
Bachelor of Science, Health Care Administration
GM Financial/AmeriCredit November 2012 - Present
Lone Star Investment Advisors, LLC February 2010 - November 2012
Commerce Street Capital, LLC January 2005 - February 2010
California Federal Bank August 2000 - January 2005
Liberte Investors Inc. 2001 - 2003
Auto One Acceptance Corporation August 1997 - August 2000
H.D. Vest Financial Services April 1996 - August 1997
First Nationwide Bank February 1992 - April 1996
First Gibraltar Bank December 1989 - February 1992
Skills
Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Finance, Valuation, Financial Reporting, Essbase, Investments, Capital
Education
Stephen F. Austin State University 1986 — 1989
Bachelor of Business Administration (BBA), Accounting
ABM Industries June 2010 - October 2011
Seeking September 2009 - July 2010
Jones Lang LaSalle May 2008 - October 2009
Jones Lang LaSalle April 2007 - May 2008
Jones Lang LaSalle April 2003 - April 2007
INFORMART INTERNATIONAL May 2001 - June 2002
CALIFORNIA FEDERAL BANK October 1990 - June 1996
Skills
Corporate Real Estate, Facilities Management, Lease Administration, Commercial Real Estate, Construction, Program Management, Management, Property Management, LEED, Vendor Management, Tenant, Location Intelligence, Lease Negotiations, Budgets, Portfolio Management, Contract Management, Brokerage, Cross-functional Team..., Real Estate, Real Estate Development, Negotiation, Leases, Contract Negotiation, Facilities Operations, Disposition
Education
University of California, Los Angeles 1970 — 1972
BA
Occidental College 1969 — 1972
J L Rush, LLC 2007 - Present
MCI 1992 - 2004
California Federal Bank 1990 - 1992
Skills
Employee Relations, Strategic Planning, HRIS, Human Resources, HR Consulting, Performance Management, Policy, Management, Mergers & Acquisitions, Leadership Development, Project Management, Internal Communications, Talent Management
Education
University of Idaho
BS, Organizational Communications
Vallivue High School
Bank of America January 2009 - Present
Bank of America February 1997 - Present
California Federal Bank 1995 - 1997
Lomas Mortgage 1992 - 1995
American Federal Bank 1989 - 1992
Skills
Six Sigma, Banking, Vendor Management, Process Improvement, Change Management, Strategy, Data Center, Management, IT Strategy, Networking, Risk Management, Technical Standards, Business Analysis, SDLC, Leadership, Executive Management, Project Portfolio..., Project Planning, People Skills, PMP, ITIL, PMO, Project Management, Program Management, Strategic Planning, Manage Client..., Team Leadership, Team Building, Facility Relocation, Maintenance Management, Interpersonal Skills, IT Service Management, Brand Awareness, Desktop Application...
Education
The University of Southern Mississippi 1982 — 1985
Bachelor of Science, Business Management
Manny Fleissner Enterprises January 2002 - December 2008
CalFed Bank (now part of Citi group) March 1990 - December 2002
1st Nationwide Bank 1990 - 1995
California Federal Bank 1990 - 1995
Raychem January 1980 - December 1990
General Electric Nuclear Division 1969 - 1979
Mare Island Naval Shipyard 1966 - 1969
Skills
Vendor Management, Data Center, IT Management, Project Management, Disaster Recovery, Management, Troubleshooting, IT Strategy, Process Engineering, Requirements Analysis, PMP, Windows, IT Operations, ITIL, Team Leadership, Operations Management, Cross-functional Team..., SDLC, Risk Management, Contract Negotiation, Software Project..., Information Technology, IT Service Management, Coaching, Project Planning, Analysis, Outsourcing, Business Intelligence, Leadership, Organizational..., Team Building, Telecommunications, Change Management, Process Improvement, Security, Computer Hardware, Program Management, Integration, Business Analysis, Strategic Planning, Software Documentation, Project Portfolio..., Budgets
Education
University of San Francisco 1976 — 1978
B. S., business admin
Century Group Professionals LLC December 2014 - Present
Manatt, Phelps & Phillips, LLP April 2010 - September 2014
Public Communications Services, Inc. October 2008 - December 2009
Citicorp Development Center, Inc November 1996 - June 2008
California Federal Bank 1988 - 1996
Skills
Accounting, Due Diligence, Mergers, IPO, SEC filings, Budgets, QuickBooks, Financial Analysis, Corporate Finance, Internal Controls, Corporate Governance, Strategic Planning, Auditing, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act, Analysis, US GAAP, Accounts Payable, CPA, Cash Flow, Account Reconciliation, Financial Services, Management, Process Improvement, Banking, Managerial Finance, Business Planning, Financial Modeling, Restructuring, Internal Audit, Finance, Consolidation, Private Equity, Risk Management, Cash Management, Strategic Financial..., SEC Filings, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Accounting, Statistics
University of California, Santa Barbara 1979 — 1983
BA, Economics
Paramount Unified School District November 2012 - June 2013
LAUSD October 2006 - June 2012
El Monte City Schools District August 2006 - September 2006
Bellflower Unified School District September 2005 - June 2006
Enterprise Rent-A-Car January 2003 - August 2003
California Federal Bank September 2000 - December 2002
Skills
Educational Leadership, Special Education, Curriculum Design, K-12, Student Counseling, Curriculum Development, Classroom Management, Tutoring, Teacher Training, Differentiated...
Education
National University 2004 — 2005
Master's degree, Educational Counseling
University of Southern California
Bachelor of Science (B.S.), Public Health Education and Promotion
Self-employed 1999 - Present
Nurto Products January 1991 - January 1997
California Federal Bank January 1986 - August 1988
Skills
Coaching, Volunteer Management, Public Speaking, Community Outreach, Interviews, Leadership, Spiritual Direction, Communication, Organization, Christian Ministry, Management, Customer Experience, Ministry Leadership, Pastoral Counseling, Organizational..., Pastoral Care, Preaching, Missions, Theology, Leadership Development, Training, Team Building, Nonprofits
Education
Powers high school
University of Michigan-Flint
Western Michigan University
University of Theology - Carolina
Southern California Edison June 2013 - Present
Southern California Edison June 2008 - Present
Union Bank October 2001 - February 2008
Baxter Healthcare Corp August 1999 - March 2001
Oracle Corp July 1998 - July 1999
California Federal Bank August 1996 - July 1998
Nicholas-Applegate Capital Management September 1994 - July 1996
United States Marine Corp December 1983 - December 1987
Skills
Business Process..., Program Management, Project Management, Business Analysis, PMO, Process Improvement, Business Process, Visio, Energy, Risk Management, Project Portfolio..., SDLC, Cross-functional Team..., Project Planning, Integration, Vendor Management, Management, Strategy, Software Documentation, Budgets, Requirements Gathering, CRM, Analysis, PMP, ERP, Access
Education
San Diego State University
Bachelor of Science, Finance
UC Irvine
Certificate, Project Management
University of LaVerne
MBA, Information Systems (2014)
Busy Livin, LLC April 2009 - Present
Chandon 604 LLC 2009 - Present
NDEX LP 2006 - 2009
Barrett Burke Wilson Castle Daffin & Frappier, LLP. 2001 - 2006
California Federal Bank 1998 - 2001
FGB Realty Advisors, Inc 1991 - 1998
First Gibraltar Bank, FSB 1989 - 1998
Federal Home Loan Bank of Dallas 1989 - 1989
Bank of America - (Acquired First Republic Bank Holding Company) 1981 - 1989
Skills
Budgeting, Business Analysis, Change Management, Coaching, Critical Thinking, Due Diligence, Executive Management, Financial Analysis, Financial Management, Financial Reporting, Information Seeking, Problem Solving, Process Improvement, Project Planning, Self-confidence, Technology..., Technology Integration, Technology Planning, Budgets, Leadership, Project Management, Managerial Finance, IT Management, Management, Business Process, Analysis
Education
The University of Texas at Dallas 1982 — 1985
Post graduate courses, Accounting
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
BBA, Finance
Verizon Wireless January 2010 - Present
Verizon Wireless January 2005 - January 2010
Verizon Wireless July 2002 - December 2004
California Federal Bank January 2001 - July 2002
GTE Wireless January 1997 - April 2000
Skills
Wireless, Mobile Communications, Direct Sales, Account Management, Telecommunications, Solution Selling, M2M, Sales Process, LTE, 4G, Product Management, Team Building, Mobile Devices, Sales Presentations, Customer Service, Customer Retention, Sales Operations, Leadership, Salesforce.com, Cold Calling, Customer Satisfaction, Sales Management, Sales, CDMA, Cellular Communications, B2B, Selling, VoIP, Product Marketing, New Business Development, Mobile Technology, Strategic Partnerships, Customer Experience, Unified Communications, Quotas, Managed Services, Management
Education
Santa Rosa Junior College
University of San Francisco
MAP Power Enterprises, Inc. November 2011 - Present
Apex Premier Holdings, LLC 2007 - 2011
SunGard February 1999 - December 2009
California Federal Bank November 1997 - February 1999
Education
San Jose State University
BS, Business Administration
Citibank Area DirectorCiti1997 - Present
Citibank 1997 - 2008
California Federal Bank 1997 - 2002
Skills
Retail Banking, Credit, Banking, Loans, Mortgage Lending, Relationship Management, Credit Analysis, Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit Cards
Education
Pepperdine University 1981 — 1985
BS, Business Administration
Union Bank November 2012 - Present
Touro University Worldwide April 2009 - September 2012
Countrywide Financial Corp September 2005 - April 2009
Countrywide Financial Corp April 2000 - September 2005
Countrywide Financial Corporation September 1996 - April 2000
Countrywide Financial Corporation October 1991 - September 1996
California Federal Bank June 1988 - October 1991
Kaufman & Broad Mortgage December 1986 - June 1988
Arthur Anderson & Company September 1984 - December 1986
Skills
Business Intelligence, Strategic Planning, Leadership, Corporate Finance, Financial Analysis, Data Warehousing, Financial Reporting, Finance, Accounting, Team Building, Financial Accounting, Program Management, Business Development, Executive Management, Business Analysis, Enterprise Software, Project Management, Budgets, Management, Process Improvement, Analysis, Strategic Financial..., Business Process, Portfolio Management, Investments, Financial Services, Auditing, Internal Controls, Loans, Risk Management, Mergers & Acquisitions, Banking
Education
University of Southern California 1981 — 1984
BS, Accounting/Business
Conservatory Metropolitan District October 2009 - Present
DCS Consulting April 2008 - Present
Town of Castle Rock December 2006 - April 2008
City of Buckley April 2005 - December 2006
California Federal Bank October 1992 - May 2003
User Friendly Yardscapes June 1990 - March 2003
Citibank (California Federal Bank) 1992 - 2003
Skills
Environmental Planning, Green Infrastructure, Project Management, Analysis, Urban Planning, Nature interpretation, Project Planning, Public Participation, Land Use, Nature, Sustainability, GIS, Land Use Planning, Economic Development, Street Tree Advocacy, Sustainable Development, Regional Planning, Environmental Policy, Environmental Impact..., Environmental Awareness
Education
University of Washington 2003 — 2005
MUP, Master of Urban Planning
University of California, Davis 1999 — 2002
B.S., Environmental Horticulture and Urban Forestry
Charter Business May 2011 - 2014
Charter Business March 2010 - May 2011
LandAmerica Financial Group January 2002 - January 2009
LERETA, LLC January 2002 - October 2004
California Federal Bank November 1999 - September 2001
Skills
Management, Call Center, Sales Operations, Salesforce.com, Sales Support Tools, Customer Service, Multi Tasking, Telecommunications, Quality Auditing, CSG, Microsoft Office, Call Centers
Education
Mt. San Antonio College 2009 — 2012
Computer Technology
Morlin Asset Management, LP June 2011 - Present
Lynwood Unified School District August 2000 - June 2008
California Federal Bank March 1980 - November 1997
Skills
Lease Administration, Rentals, Asset Management, Yardi, Leases, Tenant, Apartments, Real Estate Transactions, Property Management, Real Estate
Education
University of California, Los Angeles 1983 — 1989
Business Administration and Management, General
PayPal June 2012 - Present
Salesforce.com 2008 - September 2011
Charles Schwab 2001 - 2008
innoVentry 1998 - 2000
CSC Index 1995 - 1998
CAST Management Consultants 1992 - 1994
California Federal Bank 1990 - 1992
First Interstate Bank 1987 - 1990
Skills
Strategy, Program Management, Cloud Computing, Product Management, Strategic Planning, Integration, Software Development, Start-ups, Business Process..., Management, SaaS, Leadership, Management Consulting, Product Development, Security, Salesforce.com, Public Speaking, Offshoring, Financial Services, Turn Around Management, Engaging Speaker, Dynamic Speaker, Mergers & Acquisitions, Business Process..., CRM, Financial Analysis, IT Operations Management, Business Intelligence, PMO, Information Technology, Outsourcing, Change Management, Agile Project Management, Process Improvement, Situational Leadership, Corporate Social..., Enterprise Software, Analytics, Operations Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Emphasis: Information Technology, International Business, Finance
University of Southern California 1985 — 1989
BS, Business
CTO Forum 2011 — 2012
n/a - currently unemployed July 2014 - Present
First Capital Mortgage February 2013 - February 2014
SettlementOne Valuation January 2009 - October 2012
FIRST AMERICAN eAPPRAISEIT September 2006 - January 2009
WaMu 1998 - 2008
WASHINGTON MUTUAL BANK December 2004 - September 2006
INDY MAC BANK June 2004 - November 2004
WASHINGTON MUTUAL BANK May 1998 - June 2004
Aames Home Loan February 1996 - May 1998
CALIFORNIA FEDERAL BANK March 1992 - January 1996
Skills
Quality Assurance, Mortgage Lending, Mortgage Banking, Appraisals, Valuation, Residential Homes, Risk Management, Management
Education
The Ohio State University
Currey & Company January 2014 - Present
Análysi Human Resources Consulting February 2012 - December 2013
Project Success Inc. July 2010 - October 2010
GVA Advantis, former subsidiary of The St. Joe Company (NYSE: JOE) December 1999 - July 2009
CB Richard Ellis, (NYSE: CBG) formerly Koll Management Services April 1994 - August 1999
California Federal Bank November 1989 - April 1994
Toshiba America Information Systems (TAIS) June 1987 - November 1989
Felker Operations, Division of Federal Mogul March 1986 - June 1987
Skills
Organizational..., Organizational Change, Employee Relations, Employee Benefits, Talent Management, Talent Assessment, Performance Management, Total Rewards, Compensation, Benefits Administration, Recruiting, Training, Employment Law, HRIS, Deferred Compensation, Change Management, Human Resources, Onboarding, Employee Engagement, Leadership Development, Personnel Management, Succession Planning, Management, Leadership, Technical Recruiting, Executive Search
Education
Rockford College 1979 — 1982
BS, Business Administration
Summit Funding, Inc April 2011 - Present
Bank of America March 2008 - April 2011
Countrywide Home Loans July 2003 - March 2008
California Federal Bank November 1991 - March 2003
Skills
Mortgage Banking, FHA, Mortgage Industry, Mortgage Lending, Conventional, Mortgage, Loans, VA, Loan Origination, Refinance, VA loans, First Time Home Buyers, USDA, Purchase, Investment Properties, Residential, Reverse Mortgages, FHA financing, Real Estate, Residential Homes, Construction Loans, Certified Mortgage..., Residential Mortgages, Government Loans, Real Estate Financing, Home Equity Loans, Credit, Mortgage Underwriting
Education
UC Irvine 1986 — 1991
BS, Economics & Political Science
InsuranceFirst LLC September 2009 - Present
Liberty Mutual Group October 2003 - August 2009
Citigroup March 2003 - September 2003
California Federal Bank (acquired by Citibank) March 2002 - June 2003
California Federal Bank March 1999 - March 2002
CSC October 1994 - March 1999
Skills
General Insurance, Economics, Financial Analysis, Culinary, Account Management, Insurance, Project Management, Whole Life, Term Life Insurance, Culinary Skills, Property & Casualty..., Umbrella Insurance, Finance, Sales, Life Insurance, Fixed Annuities, Homeowners, Risk Management, Marketing, Underwriting, Public Speaking, Customer Service
Education
University of California, Davis 1988 — 1994
BS, Managerial Economics
Bank of America Home Loans 2008 - Present
Countrywide January 2002 - June 2008
California Federal Bank August 1992 - December 2001
United Anglers October 1989 - June 1992
Visa International May 1987 - October 1989
Skills
Accounting, Risk Management, Cash Management, Treasury, Investments, Derivatives, Loans, Banking, Mortgage Banking, Credit Cards, Month End Close, SEC reporting, Regulatory Reporting, SOX, MBS, Financial Reporting, Hedging, Finance, Swaps, Financial Services, Options, Financial Analysis, SEC filings, Variance Analysis, Sarbanes-Oxley Act, Credit Risk, Treasury Management, Financial Risk, Internal Controls
Education
San Francisco State University 1984 — 1986
B.S., Business Administration, Dual Concentration: International Finance, Accounting
San Jose State University 1983 — 1983
N/A, Business Administration
Monterey Peninsula College 1980 — 1983
A.A., General Education
Seaside High School 1977 — 1980
Wave Crest Financial Group, Inc October 2001 - Present
Coastal Ridge Properties Inc. October 2008 - December 2010
Laguna Capital Mortgage Corp February 1995 - January 2002
California Federal Bank November 1989 - May 1993
Delphi Information Systems 1981 - 1988
Skills
REO, Short Sales, Foreclosures, Real Estate Transactions, Residential Homes, Commercial Real Estate, Referrals, Property, Loans, Investors, Investment Properties, Single Family Homes, First Time Home Buyers, Real Estate Financing, Condos, Negotiation, Relocation, Business Ethics, Loan Origination, Customer Service
Education
University of California, Los Angeles 1977 — 1979
Economic Theory
Central Western
Business Administration
Glendale College
Richardson December 2012 - Present
Adele Carter Consulting, Inc. 2001 - Present
Visa Inc. March 2008 - December 2012
Richardson 2003 - March 2008
California Federal Bank 1993 - 2001
Skills
Talent Management, Organizational..., Leadership Development, Change Management, Coaching, Team Building, Employee Engagement, Performance Management, Training, Banking, Public Speaking, Training Delivery, Instructional Design, Organizational Design, Employee Relations, Executive Coaching, Human Resources, Program Management, Workshop Facilitation, Performance Improvement, Project Management, Leadership, Organizational..., Staff Development, Onboarding, Management Development, Management Consulting, Learning Management, Instructor-led Training, Employee Training, Culture Change
Education
University of Northern Colorado
Union Bank May 2012 - Present
Santa Barbara Bank and Trust March 2003 - Present
SBBT March 2003 - May 2012
Camarillo Art and Jazz Festival 2008 - 2010
California Federal Bank August 1974 - March 2003
First Nationwide Bank 1974 - 2003
Skills
Management, Banking, Sales, Nonprofits, Customer Service, Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer Lending, Loan Origination, Relationship Management, Deposits, Underwriting, Portfolio Management, Branch Management, Cash Management, Commercial Mortgages, Finance, Lines Of Credit, Mortgage Banking, Private Banking, Residential Mortgages, Credit Risk
Education
VCLA 2008 — 2009
Monterey Peninsula College
Sociology
Oxnard college
KPMG US July 2015 - Present
KPMG US November 1999 - June 2015
Union Bank of California 1999 - 1999
Home Savings of America (HSA) September 1996 - December 1998
BayBank March 1994 - August 1996
California Federal Bank 1992 - 1994
Comerica Bank 1991 - 1991
Skills
Customer Experience, Pricing, Business Process..., Strategy, Management Consulting, Project Management, PMO, Analytics, Financial Services, Banking, Retail Banking, Complaint Management, Product Development, Customer Research, Financial Analysis
Education
The Tuck School of Business at Dartmouth 2007 — 2010
Executive Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Business
University of Southern California 1985 — 1988
BS, Marketing
University of Southern California - Marshall School of Business 1985 — 1988
BS, Business Administration, Marketing
Keenan April 2008 - Present
National City Mortgage December 2005 - April 2008
Chase July 2002 - December 2005
California Federal Bank November 1998 - July 2002
Bank of America April 1993 - October 1998
Skills
Underwriting, Insurance, Brokers, Health Insurance, Liability, Casualty Insurance, Property & Casualty..., Strategic Planning, Team Building
Education
Santa Rosa Junior College
GEI Consultants, Inc. March 2008 - Present
Wood Rodgers, Inc. May 2007 - December 2007
Bickmore Risk Services March 2004 - May 2007
California Federal Bank 1998 - 2003
US Forest Service June 1987 - September 1997
Skills
Technical Writing, Editing, Proofreading, Proposal Writing, Grammar, Technical Editing, Technical Communication, Style Guides, Microsoft Office, Content Development, Copy Editing, Editorial, Content Management, Project Management, AMA style, Guides, Web Content, Publications, AP Style, Chicago Manual, Adobe Acrobat, Technical Documentation, Report Writing, English grammar, Text Editing, Marketing Copy, White Papers, PowerPoint, Content Writing, Ghostwriting, Content Strategy, Environmental Science, Manuals, Journals, Web Editing, RFP, RFQ, Manuscript, Rewriting, Fact-checking, Magazine Articles, Software Documentation, Chicago Style, Documentation, Technical Reviews, Reports, Line Editing, Online Publishing, Re-Writing
Education
University of Nevada-Reno
Bachelor of Arts (B.A.), English
Oakwood College
Fresno Adventist Academy
H.S. Diploma
EMC August 2015 - Present
EMC July 2010 - July 2015
EMC March 2006 - June 2010
EMC July 2002 - February 2006
California Federal Bank August 2001 - June 2002
Intel Corporation November 2000 - May 2001
International Business Systems February 1999 - November 2000
Packard Bell NEC July 1995 - February 1999
Skills
Project Management, Program Management, Management, Data Center, Enterprise Software, Requirements Analysis, Process Improvement, Pre-sales, Virtualization, Software Development, Consulting, Sales Operations
Education
San Diego State University-California State University 1993 — 1995
Bachelor's degree, Business Administration and Management, Finance
TST Impreso, Inc. June 2014 - June 2015
Coppell ISD January 2010 - June 2014
Financial Consultant 1998 - 2000
HydraBath, Inc. 1995 - 1998
Deloitte 1989 - 1994
California Federal Bank 1986 - 1989
Skills
Forecasting, Financial Analysis, Strategic Planning, Management, Process Improvement, Budgets, Financial Reporting, Leadership, Microsoft Office
Education
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
The Irvine Company October 2002 - Present
California Federal Bank 1998 - 2002
Glendale Federal Bank 1996 - 1998
Cards Plus Party 1993 - 1996
Skills
Property Management, Leases, Yardi, Lease Administration, Tenant, Real Estate Development, Accounts Payable, Real Estate
Education
University of Phoenix
Bachelor's of Science, Business Administration and Management, General
Wright Investors' Service June 2013 - Present
Fairfield County Bank January 2004 - November 2012
Wachovia / First Union April 1997 - December 2003
Bank of Boston 1994 - 1997
California Federal Bank 1991 - 1994
Society For Savings 1985 - 1990
Skills
FINRA Series 65, CTFA
Education
Southeastern Trust School at Campbell University 2014 — 2014
Federal Compliance School - Center For Financial Training 2012 — 2012
Stonier National Graduate School of Banking 2009 — 2011
CT School of Finance - CBA 1989 — 1991
University of Bridgeport 1981 — 1984
BS, Finance
Trumbull High School 1976 — 1980
Moog Inc. July 2015 - July 2015
Moog Inc. February 2014 - July 2015
Moog Inc. May 2012 - January 2014
Moog Inc August 2006 - April 2012
Moog Inc 2002 - 2006
Moog Inc 1996 - 2002
Moog Inc. 1994 - 1996
California Federal Bank 1985 - 1990
Skills
Human Resources, Employee Relations, Performance Management, Onboarding, Talent Management, Employee Engagement, Talent Acquisition, Personnel Management, Executive Coaching, Recruiting, Process Improvement, Training, Succession Planning, Organizational..., College Recruiting, Team Building, Technical Recruiting, Benefits Administration, Strategic Planning, Workforce Planning, Interviews
Education
San Francisco State University
Bachelor of Arts (BA), Interdisciplinary Social Sciences
Bank of the Sierra February 2005 - Present
Sierra Bancorp February 2005 - Present
Community Bank of Central California August 2002 - February 2005
Golden Venture Financial Services, Inc. March 1999 - August 2002
First Coastal Bank July 1996 - March 1999
Mercantile National Bank July 1994 - July 1996
California Federal Bank January 1989 - July 1994
Wells Fargo Bank March 1982 - January 1989
Skills
Commercial Banking, Asset Based Lending, Commercial Lending, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Risk Management, Financial Analysis, Business Strategy, Real Estate, Credit Risk, Lines Of Credit, Finance, Mortgage Lending, Commercial Mortgages, Loan Origination, Consumer Lending, Investments, Cash Management, Treasury Management, Financial Risk, Mortgage Banking
Education
Stanford GSB 1975 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services
San Jose State University 1973 — 1975
Bachelor of Science, Business Administration
Skyline College 1971 — 1973
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
United States Army Adjutant General School 1968 — 1971
Non-Commissioned Officer, Adjutant General Corps
El Camino High School 1964 — 1968
Diploma
Wedbush Securities January 2013 - Present
Wescom Credit Union March 2003 - September 2012
California Federal Bank September 1998 - March 2003
Glendale Federal Bank November 1995 - September 1998
Skills
Beta, Broker..., Credit Unions, Consumer Lending, Credit, Call Center, Accounts Payable, Banking, Call Centers, Customer Service, Microsoft Office, Process Improvement, Team Building, Leadership, Microsoft Word, Coaching, PowerPoint, Financial Services
Education
University of Phoenix 2009 — 2011
BA, Business Management
Beverly Hills Capital Group June 2009 - Present
Wachovia Bank May 2008 - May 2009
Washington Mutual Bank 2001 - 2008
Skyline Funding 1995 - 2000
TransCapital Mortgage 1993 - 1995
Bank of America 1991 - 1993
Home Savings of America 1989 - 1991
American Savings Bank 1987 - 1989
California Federal Bank 1985 - 1987
Skills
Mortgage, Loans, Loan Origination, Investments, Real Estate, Mortgage Lending, FHA, Banking, REO, Funding, Mortgage Banking, Refinance, Real Estate Development, Mutual Funds, Investment Properties, Management, Residential Mortgages, Credit
Education
University of California, Los Angeles 1979 — 1983
Bachelor of Science, Economics
UCLA
Bachelor of Science, Economics
Cuso Financial Services/Sorrento Pacific Financial December 2014 - Present
CUSO Financial Services, LP October 2014 - Present
Patelco Credit Union September 2009 - October 2014
Native Son Ventures January 2009 - September 2009
LPL Financial 2008 - 2009
XCU Capital Corporation November 2004 - November 2007
Citicorp Investment Services January 2003 - November 2005
California Federal Bank 1997 - 2002
Skills
Investment Program..., Insurance Sales Growth..., Sales Coach/Trainer, Banking, Compliance, Sales Management, Start-ups, Investments, Insurance, Sales, Business Development, Program Management, Mutual Funds, Financial Services, Management, Mergers & Acquisitions, Strategy, Credit, Leadership, Finance, Business Planning, Loans, Executive Management, Small Business, Strategic Planning, Budgets, Team Building
Education
Stanford University 1974 — 1978
BA
University of San Diego 1980 — 1984
MBA, Finance, Strategic Management
Kearny High School 1971 — 1974
First National Bank of Santa Fe August 2012 - Present
Richard S Cupp, Inc. January 2005 - Present
Bank of the Orient July 2013 - December 2014
Gateway Business Bank January 2012 - August 2012
Center Financial Corp & Center Bank January 2011 - December 2011
Various Commercial Independent Banks in California 1993 - 2010
California Federal Bank 1983 - 1992
1st Interstate Bank and 1st Interstate Bancorp, formerly United California Bank 1963 - 1983
Skills
Banking, Investments, Mergers, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Commercial Banking, Due Diligence, Management, Asset Management, Start-ups, Finance, Capital Markets, Strategy, Valuation, Investment Banking, Financial Structuring, Credit Analysis, Corporate Finance, Executive Management, Securities, Restructuring, Equities, Financial Modeling, Commercial Lending
Education
USC Marshall School of Business
MBA, Finance
University of California, Los Angeles
AB Economics
First Data / TASQ Technology March 2004 - Present
TASQ Technology August 2000 - February 2004
California Federal Bank February 2000 - July 2000
Blue Shield of California July 1998 - February 2000
CALIFORNIA FEDERAL BANK January 2000 - January 2000
BLUE SHIELD OF CALIFORNIA January 1998 - January 2000
Providian Financial April 1995 - July 1998
Skills
Microsoft Office, MS Project, Project Planning, Project Coordination, Software Project..., Business Analysis, Business Process, Requirements Gathering, Testing, Process Improvement, Visio, Business Process..., Access, Analysis, Requirements Analysis, Program Management, Software Documentation, Project Management, Business Requirements, SQL, SDLC, PMP, Risk Management, Resource Management, Databases, SharePoint, IT Management, SharePoint Designer, Salesforce.com, Process Management, Project Implementation, Project Execution, Project Delivery, Project Portfolio..., Enterprise Software, ERP, Software Implementation, Software Training, Software Quality..., Oracle SQL, Business Strategy, Data Analysis, Documentation, Problem Solving, Scheduling, Deployment, Implementation Of..., Management, CRM, Disaster Recovery
Education
State University of New York Empire State College 2004 — 2005
Business, Science & Economics
University of California, Davis 1999 — 2000
System Analysis & Database Design
University of Phoenix 1997 — 1998
Business Information Systems
CB-Resource, Inc. May 2006 - Present
Virtual CEO, Inc. May 1998 - Present
California Federal Bank September 1990 - January 1997
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Executive Management, Credit, Financial Services, Loans, Commercial Mortgages, Leadership, Asset Based Lending, Mortgage Lending, Mortgage Banking, Analysis, Credit Analysis, Portfolio Management, Core Banking, Finance, Consumer Lending, Financial Institutions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1996
MBA, Business
Charles Schwab March 2010 - Present
Pacific National Bank 2004 - March 2010
U.S. Bank 2002 - 2004
California Federal Bank 1983 - 2004
Education
University of California, Los Angeles 1978 — 1982
BS Computer Science and Mathematics
Medicine Man Marketing March 2006 - Present
Taproot Foundation 2009 - 2009
Countrywide Bank July 2007 - February 2008
S.USA Life Insurance Company, Inc. September 2006 - February 2007
Cal National Bank April 2003 - January 2006
California National Bank 2003 - 2006
California Federal Bank September 1998 - January 2003
Glendale Federal Bank January 1990 - September 1998
Skills
Marketing Communications, Copywriting, Marketing Strategy, Integrated Marketing, Brand Development, Advertising, CRM, Marketing, Competitive Analysis, Strategic Communications, Strategic Planning, Direct Marketing
Education
University of California, Berkeley 1974 — 1978
BA
Federal Home Loan Bank of Seattle 2008 - 2015
Triad Guaranty Insurance Corp 2005 - 2008
Federal Home Loan Bank of Seattle 2003 - 2005
California Federal Bank 2001 - 2003
Washington Mutual Bank 2000 - 2001
Mary Morehead & Associates, Inc. 1982 - 2000
Skills
Mortgage Lending, Loans, Credit Risk, Mortgage Banking, Capital Markets, Portfolio Management, Management, Banking, Financial Services, Risk Management, Underwriting, Credit Analysis, Investments, Insurance, Loan Origination, Client Relations
Education
Arizona State University
Executive Management Courses
US League of Savings Institutions
Various real estate law, appraisal, and underwriting courses.
University of California, Los Angeles
Real Estsate Appraisal - Subdivision Cost Analysis
Charles Schwab January 2012 - Present
Charles Schwab March 2011 - December 2012
Morningstar August 2010 - February 2011
Morningstar January 2009 - July 2010
Morningstar September 2004 - January 2009
Charles Schwab February 1995 - August 2004
California Federal Bank June 1993 - January 1995
Skills
Customer Relations, Client Service, Product Management, Customer Service, Program Management, Financial Services, Alternative Investments, Marketing, CRM, Management, Strategy
Education
University of California, Berkeley 1989 — 1992
BA
Berkeley Research Group LLC February 2011 - Present
State Bar Business Law Section 2014 - 2015
State Bar Business Law Section 2014 - 2015
Association of Corporate Counsel 2014 - 2015
Citibank, NA May 2001 - 2007
California Federal Bank May 1997 - May 2001
Golden Gate University School of Law 1991 - 1995
Golden Gate University School of Law 1991 - 1995
Severson & Werson February 1987 - November 1991
Severson & Werson March 1982 - January 1987
Skills
Litigation, Commercial Litigation, Class Actions, Securities, Business Development, Intellectual Property, Securities Regulation, Bankruptcy, Corporate Governance, Due Diligence, Nonprofit management, Litigation Support, Employment Law
Education
Stanford University
MA/BA, Sociology/English
University of Southern California
Doctor of Law (JD), Law
Bank of America December 2008 - May 2012
Countrywide January 2007 - December 2008
Yurcor Workforce Procurement March 2005 - November 2005
Securance Consulting February 2004 - January 2005
California Federal Bank 1997 - 2003
21st Century Insurance 1990 - 1997
Great American Bank 1988 - 1990
Union Bank 1984 - 1988
Skills
Risk Management, IT Audit, Risk Assessment, Financial Risk, Auditing, Governance, Software Documentation, Security, Internal Controls, Disaster Recovery, Internal Audit, Enterprise Risk..., Change Management, CISA, Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Information Security, Information Technology, COBIT, Operational Risk..., Business Process..., Information Security..., Business Process
Education
University of Albuquerque
B.S. in B.A., Accounting
Phoenix College
A.A.S in IT
Aspect Software November 2007 - Present
IndyMac Bank May 2006 - November 2007
Countrywide Financial Corporation June 2003 - May 2006
Expanets (Private Co.) / Lucent Technologies July 2000 - June 2003
California Federal Bank October 1997 - July 2000
Skills
Call Center, VoIP, Telecommunications, Vendor Management, IVR, Program Management, PMO, Visio, ACD, Integration, Unified Communications, Project Management, MS Project, Project Portfolio..., CTI, Business Analysis, SDLC, Process Improvement, Data Center, Telephony, IP, PMP, Software Project..., Pre-sales, ITIL, Disaster Recovery, SIP, Outsourcing, Business Intelligence, Professional Services, Enterprise Architecture, Business Process, System Deployment, Call Centers, Avaya, Software Development, Contact Centers, Managed Services, SaaS, Enterprise Software, Project Delivery, Requirements Analysis, Software Documentation, Service Delivery, IT Management, SharePoint, IT Service Management, CRM, Solution Architecture, Cloud Computing
Education
University of Phoenix, MBA
Management
Speed Commerce September 2011 - Present
Blockbuster January 1995 - September 2011
J.I. Kislak Mortgage LLC 1992 - December 1994
California Federal Bank 1991 - 1992
Paper Magic Group 1986 - 1991
Affiliated Foods 1981 - 1986
Skills
IT Service Management, Disaster Recovery, Data Center, Management, Vendor Management, SDLC, Enterprise Architecture, Information Technology, Leadership, IT Strategy, Requirements Analysis, Business Intelligence, Process Improvement, Business Analysis, IT Management, Software Project..., Cloud Computing, Team Building, Program Management, Service Level Management, Project Management, Cross-functional Team..., E-commerce, Outsourcing, ITIL, Integration, PMP, IT Operations, Security, Outsourcing Management, Compliance Audits, Operations Management, Business Continuity, PCI & ITGC SOX..., SOC1 Attestations, IT Audit and Compliance
Education
Pennsylvania State University 1975 — 1979
Bachelor’s Degree, Community Development
Trulycreative Network Solutions August 2004 - Present
Citibank November 2002 - April 2004
California Federal Bank October 1998 - November 2002
Alltel Information Services March 1996 - October 1998
Glendale Federal Bank 1996 - 1998
United States Marine Corps August 1982 - January 1996
Skills
SDLC, Vendor Management, Servers, Business Analysis, Active Directory, Banking, IT Strategy, Project Management, Software Project..., Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, IT Operations, Software Documentation, Windows Server, IT Management, Network Administration
Education
Park University 1992 — 2008
Management / CIS, Computer Science
EDS, an HP Company 2008 - Present
HP Enterprise Services 2008 - Present
California Federal Bank 1997 - 2002
Skills
Disaster Recovery, Resource Management, SDLC, IT Operations, Data Center, DB2, PMO, Mainframe, Unix, IT Management, Requirements Analysis, JCL, Program Management, IT Service Management, Project Delivery, Requirements Gathering, Outsourcing, Integration, Security, Software Design, SharePoint, CICS, IT Strategy, Software Development, Service Delivery, Team Leadership, Testing, VSAM, Microsoft SQL Server, Vendor Management, COBOL, CMMI, Project Management, Software Project..., Business Process, SQL, Enterprise Architecture, Management, Databases, ITIL, PL/SQL, Business Analysis, Visio, Project Portfolio..., MS Project, Software Documentation, PMP, Business Intelligence, Agile Methodologies, Business Process...
Education
Michigan State University 1973 — 1977
VJS Management Group 2006 - Present
Acoustic Home Loans 2003 - 2006
VJS Management Group 1997 - 2003
centurian capital 1997 - 2000
California Federal Bank 1983 - 1997
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Due Diligence, Loan Origination, Risk Management, Refinance, Banking, Asset Managment, Mergers, Underwriting, Finance, FHA, Executive Management, Budgets, Real Estate, Process Improvement, Strategic Planning, Start-ups
Education
University of Pennsylvania - The Wharton School 1975 — 1979
bs, finance
First Republic Bank May 2008 - Present
Wells Fargo Bank (Formerly known as Greater Bay Bancorp) March 2007 - April 2008
Greater Bay Bank October 2004 - February 2007
Greater Bay Bank May 2002 - September 2004
California Federal Bank February 2002 - April 2002
Bank of America July 2001 - January 2002
Bank of America July 2000 - June 2001
Bank of America August 1998 - July 2000
Bank of America April 1997 - August 1998
Bank of America March 1995 - March 1997
Skills
Banking, Business Continuity..., Business Process..., Project Management, Program Management, Cross-functional Team..., Team Building, Financial Services, Leadership, Relationship Management, Financial Analysis, Management, Product Management, Business Process, Operations Management, Retail Banking, Risk Management, Sales, Analysis, Executive Management, Loans, Mergers & Acquisitions, Training, CRM, Financial Risk, Strategic Planning, Vendor Management, Budgets, Commercial Banking, Commercial Lending
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts (B.A.), Physiology, General
Indymac Bank August 1998 - Present
OneWest Bank 1998 - Present
OneWest Bank 1998 - 2010
OneWest Bank 1998 - 2010
California Federal Bank 1985 - 1997
Cal Fed Bank 1985 - 1997
California Federal 1979 - 1997
California Federal S&L 1979 - 1997
Calif Federal S&L 1979 - 1997
Cal Fed S&L 1979 - 1997
Skills
Financial Analysis, Banking, Financial Reporting, Accounting, Risk Management, Process Improvement, Mortgage Banking
Education
West Los Angeles College 1972 — 1974
AA, Accounting
University of California, Berkeley
United Airlines August 2000 - Present
California Federal Bank April 1997 - June 2000
Skills
Aviation, Customer Service, Team Building, Airports
Education
University of California, Los Angeles 1989 — 1993
General Motors September 2015 - Present
Apex Systems March 2015 - Present
Dell April 2008 - February 2014
Dell September 1996 - April 2008
Great Western Bank October 1989 - September 1996
California Federal Bank August 1986 - September 1989
Skills
Databases, Disaster Recovery, HP NonStop, Infrastructure, Linux, Software Development, Software Documentation, Storage, System Deployment, Technical Support, Cloud Computing, Oracle, Networking, Replication, Virtualization, Enterprise Software, ITIL, COBOL, Training, Data Center, SDLC, IT Service Management, Tandem Himalaya, GoldenGate
Education
University of California, Santa Barbara 1976 — 1980
BA, Economics
Wells Fargo November 2013 - Present
Wells Fargo Bank January 2008 - November 2013
Placer Sierra Bank 2004 - 2007
California Federal Bank 1991 - 2002
Skills
Loans, Operational Risk, Retail Banking, Auditing, Banking, Portfolio Management, Mortgage Lending, Risk Management, Risk Assessment
Education
San Francisco State University
Bachelor of Arts, Psychology
Microsoft 2014 - Present
Hewlett-Packard 2012 - 2014
JP Morgan Chase 2010 - 2012
SILPAR GLOBAL 2009 - 2011
Lenovo 2007 - 2009
Lenovo 2005 - 2007
Hyperion Solutions Corporation 2003 - 2005
Edify Corporation 2002 - 2003
California Federal Bank 2002 - 2002
United States Attorney's Office, Northern District of California January 1999 - May 1999
Skills
Contract Negotiation, International Business, Software Licensing, Computer Hardware, Strategic Thinking, Team Leadership, Compliance, International Project..., Risk Mitigation, Development Of Teams, Interviewing, Cultural Diversity, Outsourcing, Revenue Recognition, Strategic Planning, Collaborative Problem..., Process Improvement, Microsoft Office, Adobe Acrobat, International Contract..., SaaS, UCC, Negotiation, Change Management, Risk, Cross-functional Team..., Business Management, Problem Solving, Strategy Development, Strategic Partnerships, Business Process..., Executive Management, Start-ups, Mentoring, Licensing, Intellectual Property, Cloud Computing, Due Diligence, Management, Project Management, Interviews, Training, Strategy, Risk Management, Financial Risk, Uniform Commercial Code, Leadership, Corporate Governance, Consulting, Sales
Education
Lincoln Law School of San Jose
Juris Doctor
Santa Clara University
Bachelor of Science
Bank of America Home Loans May 2009 - Present
Countrywide Bank March 2003 - May 2009
Washington Mutual March 2002 - March 2003
1st Nationwide Mortgage Company 1997 - 2002
CalFed Bank 1996 - 2002
GlenFed 1995 - 2002
California Federal Bank 1998 - 2001
North American Mortgage Company 1995 - 1996
First Interstate Bank 1989 - 1995
Skills
Product Management, Credit, Product Marketing, Analytics, Loan Portfolio Analysis, Government Loans, Strategic Planning, Ice Hockey, Golf, Analysis, Credit Risk, FHA, Financial Risk, Loans, Residential Mortgages, Risk Management, Banking, Credit Analysis, Mortgage Banking, Mortgage Lending
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Marketing
Yale University 1982 — 1986
BA, Economics
Home Consultant
HAI Associates April 2003 - July 2006
Countrywide 2003 - 2004
Countrywide Financial 2003 - 2004
CALIFORNIA FEDERAL BANK (formerly First Nationwide Bank) 1998 - 2003
California Federal Bank 1998 - 2003
Citibank (Cal Fed Bank) 1998 - 2003
Great Western Financial / Washington Mutual Bank 1992 - 1998
Great Western Bank January 1985 - September 1990
Cal Fed Savings 1977 - 1985
Skills
SDLC, Recruiting, System Design, Vendor Management, Business Analysis, Leadership, Team Leadership, Strategic Planning, Software Project..., Project Management, Operations Management, Business Intelligence, Requirements Gathering, MS Project, Requirements Analysis, PMO, Banking, Project Delivery, Visio, IT Management, Program Management, IT Strategy, Software Development, Enterprise Architecture, Business Process..., Business Requirements, PMP, Project Portfolio..., Business Process, Integration, Process Improvement, Financial Services, Risk Management, Disaster Recovery, SharePoint
Education
IBM Systems Sceince Institute 1970 — 1970
Systems engineering
The University of North Dakota
Wayne State University
Mechanical engineering
Rapid Product Solutions March 1998 - Present
Gary Kaplan & Associates February 2004 - March 2011
California Federal Bank April 1995 - January 1997
CalFed Inc. and California Federal Bank February 1970 - January 1997
Skills
Talent Acquisition, Mergers, Start-ups, Acquisition Integration, Strategic Partnerships, Executive Pay, Coaching, Executive Management, Restructuring, Succession Planning, Organizational Design, Workforce Planning, Divestitures, Incentive Programs, Strategic Planning, Executive Coaching, Business Strategy, Deferred Compensation, Mergers & Acquisitions, Talent Management, Executive Search, Human Resources, Organizational..., Employee Benefits, Turn Around Management, Human Capital, Performance Management, Management Consulting, Leadership Development, Strategy, Employee Engagement
Education
University of Southern California - Marshall School of Business 1975 — 1977
M.B.A., Finance
University of Southern California 1966 — 1971
B.S, Finance
BDO USA, LLP May 2013 - Present
Crowe Horwath LLP August 2011 - April 2013
Moffett & Grigorian LLP July 2005 - August 2011
KPMG LLP July 1997 - October 2004
California Federal Bank April 1988 - November 1994
Skills
Income Tax, Corporate Tax, Tax, Tax Research, FIN 48, Financial Planners, Accounting, Consolidation, Financial Reporting, Start-ups, Financial Analysis
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics-Business
Harvey & Daughters October 2012 - Present
Erickson Living February 2008 - October 2012
Millennium Marketing Solutions 2006 - 2008
POTTERY BARN KIDS VISUAL MERCHANDISING DEPARTMENT May 2002 - May 2006
POTTERY BARN VISUAL MERCHANDISING DEPARTMENT December 2001 - May 2002
CALIFORNIA FEDERAL BANK June 2000 - December 2001
The VIA Agency March 1999 - June 2000
Skills
Art Direction, Graphics, InDesign, Illustrator, PhotoShop, Project Management, Print Production Process, PowerPoint, Keynote, DreamWeaver, MS Word, XHTML, CSS4, Press Checks, Corporate Branding, Logo Design, Art, Corporate Identity, Typography, Dreamweaver, Photoshop, Graphic Design, Advertising, Creative Direction, Adobe Creative Suite
Education
University of Maryland College Park
MUFG Union Bank October 2011 - Present
Union Bank June 2010 - October 2011
Gateway Bank January 2008 - August 2008
ING DIRECT 2003 - 2007
California Federal Bank 2000 - 2003
Arthur Andersen - Derivatives & Treasury Risk Management 1997 - 2000
FHLBank San Francisco 1994 - 1997
Skills
Portfolio Management, Risk Management, Capital Markets, Interest Rate Risk..., Treasury Management, Banking, Finance, Fixed Income, Credit Risk, Derivatives, Mortgage Lending, Financial Risk, Market Risk, Bloomberg, Financial Analysis, Financial Modeling, Management
Education
Miami University 1986 — 1990
Bachelors of Science, Finance
Oracle Corporation 2007 - Present
SVB Financial Group 2003 - 2007
California Federal Bank 1996 - 2003
Bank of America 1986 - 1996
Ernst & Young LLP 1979 - 1986
Skills
Sarbanes-Oxley Act, ERP, Auditing, Business Process..., Business Process, Governance, Management Consulting, Oracle E-Business Suite, Risk Management, Business Strategy, Internal Controls, IT Strategy, Business Analysis, Enterprise Risk..., Analysis, IT Audit, Internal Audit, Management
Education
The University of Texas - Graduate School of Business 1977 — 1979
Master in Professional Accounting
The University of Texas at Austin 1973 — 1977
Bachelor of Business Administration
Formal or Knot November 2004 - Present
Beneficial State Bank July 2013 - May 2015
Society of St. Vincent de Paul of Alameda County June 2012 - March 2013
Emergency Shelter Program February 2012 - June 2012
Bank of Alameda August 2005 - January 2009
CALIFORNIA FEDERAL BANK January 2002 - January 2005
Bank of the West January 2000 - January 2002
Skills
Case Managment, Microsoft Excel, Event Planning, Customer Service, Case Management, Fundraising, Public Speaking, Event Management, Team Building, Microsoft Office, Social Media Marketing, Research, Budgets, Leadership, Microsoft Word, Staff Development, Sales, Social Networking, Management, Teaching
Education
University of Phoenix 2006 — 2010
university of phoenix – Oakland
B.A, Business Management
CBS Global Distribution Group January 2006 - Present
Paramount Pictures May 1997 - December 2005
California Federal Bank September 1984 - April 1997
Skills
Entertainment, Account Reconciliation, Oracle Applications, Microsoft Excel, Microsoft Word, Management, Banking, Accounting, SAP, Strategic Planning, Microsoft Office, Television, Social Media, Social Media Marketing, Video Production, Digital Media, Financial Analysis
Education
Rio Hondo College 1981 — 1983
El Rancho High School 1979 — 1981
Citi November 2002 - Present
California Federal Bank 1994 - 2002
First Nationwide Bank 1990 - 1994
Macy's West 1988 - 1990
Skills
Strategic Communications, Corporate Communications, Internal Communications, Crisis Communications, Media Relations, Investor Relations, Crisis Management
Education
University of California, Berkeley 1977 — 1981
B.A., Communications
Capital One Bank January 2009 - Present
Freddie Mac November 2004 - July 2008
Indymac Bank 2003 - 2004
California Federal Bank 1999 - 2003
Federal Reserve Bank Atlanta & San Francisco 1992 - 1999
Education
Southern Methodist University - Cox School of Business 1982 — 1985
Santa Barbara Bank & Trust 2012 - Present
Pacific Capital Bancorp September 2010 - Present
Greater Bay Bank December 2002 - December 2007
California Federal Bank August 1993 - November 2002
Office of Thrift Supervision October 1986 - August 1993
Education
University of San Francisco 1985 — 1986
M.B.A., Finance
Miami University 1970 — 1974
B.A., Sociology/Anthropology
Freelance Copywriter (self-employed) June 2005 - Present
Something Silver, Inc June 2005 - December 2009
Epson America, Inc October 2000 - January 2003
Enfish Technology, Inc June 1998 - October 2000
AST Computer August 1997 - May 1998
California Federal Bank July 1996 - July 1997
Colby Effler & Partners January 1996 - July 1996
Wunderman Cato Johnson (formerly: Bowes April 1995 - January 1996
Robert Elen & Associates July 1991 - April 1995
Skills
Marketing Communications, Direct Mail, Direct Marketing
Education
University of California, Los Angeles
Bachelor of Arts, English Literature
Skechers December 2013 - Present
Rothstein Kass (acquired by KPMG) July 2008 - May 2013
PKF February 2001 - July 2008
Corso Vocational Counseling June 1996 - February 2001
California Federal Bank May 1992 - June 1996
Skills
US GAAP, GAAP, Auditing, Internal Controls, SEC, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, SEC Financial Reporting, SEC Filings, Accounting, Financial Accounting, Finance, CPA
Education
University of California, Los Angeles 1992 — 1999
Bachelor of Science (BS), Psychobiology
North High
MEDIANET INC August 2010 - Present
MELLON BANK May 1999 - April 2000
CALIFORNIA FEDERAL BANK February 1996 - July 1998
Skills
Business Planning, Sales Management, Start-ups, Business Development, Management, Sales, Project Planning, Business Strategy, Team Building, Change Management, Marketing, Program Management, Customer Service
Education
University of Pennsylvania - The Wharton School
Business Planning and Development
Northeastern University
Mathematics / General
The Chubb Institute
Web Development and Programming
UCLA Extension
Songwriting and music production.
Cathay Bank August 2012 - Present
WesCorp / WesBridge April 1993 - July 2012
California Federal Bank April 1989 - April 1993
Gibraltar Savings August 1987 - April 1989
Glendale Federal Bank May 1985 - August 1987
Skills
Bonds, Banking, Collateral Management, Cash Management, Treasury Management, Financial Analysis, Financial Modeling, Portfolio Management, ACH, Risk Management, Derivatives, Loans, Credit, Financial Institutions, Investments, Finance, Management, Business Analysis, Retail Banking, Credit Unions, Securities, Relationship Management, Fixed Income, Payments, Financial Risk, Executive Management, Internal Controls, Commercial Banking, Corporate Finance, Managerial Finance, Financial Services
Education
The University of Hong Kong
BA, Economics
Citigroup June 2013 - Present
Citigroup June 2002 - June 2013
California Federal Bank June 2000 - June 2002
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, IT Management, Visio, Process Improvement, Software Project..., SharePoint, Requirements Analysis, PMO, ITIL, PMP, Banking, Requirements Gathering, Customer Service, Management
Education
Stevens Institute of Technology 2011 — 2013
Master of Science (MS), Management Information Systems, General
Wells Fargo Bank 2002 - Present
Wells Fargo Bank 2000 - 2002
California Federal Bank 1999 - 2000
Education
University of San Diego 1986 — 1990
BBA, Business Adminstration
JPMorgan Chase December 2012 - Present
Bank of America August 2010 - December 2012
HomEq June 2005 - August 2010
HomEq Servicing 2005 - 2010
Washington Mutual 2002 - 2005
California Federal Bank 2000 - 2002
Skills
Business Analysis, Visio, Banking, Risk Management, SDLC, SQL, Call Center, Vendor Management, Business Intelligence, Analysis, Data Warehousing, Process Improvement, Access, Mortgage Lending, Microsoft SQL Server, Financial Services, Analytics, SAS programming, Project Management, Business Process..., Requirements Analysis
Education
Sierra College 2000 — 2008
AS, Computer Science
Concentra March 2008 - Present
Concentra March 2007 - March 2008
Children's Medical Center January 2001 - July 2004
California Federal Bank June 2000 - September 2000
Citigroup (formerly Associates First Capital Corporation) January 1999 - April 2000
Skills
Variance Analysis, General Ledger, Accounting, Accounts Payable &..., Forecasting, Trend Forecasting, Trend Analysis, Trend Research, Budget Process, Accruals, Oracle, Hyperion, Financial Reporting
Education
Texas A&M University
Bachelor’s Degree, Accounting
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Leg Avenue August 2008 - February 2015
Self Employed August 2009 - January 2015
High Caliber Line August 2006 - June 2008
Bank of America January 2004 - July 2006
City of Walnut April 2002 - December 2004
California Federal Bank August 2001 - April 2002
City of El Monte December 1999 - September 2001
Skills
Graphic Design, Illustration, Illustrator, Logo Design, Art Direction, Typography, Corporate Identity, Adobe Creative Suite, Branding & Identity, Apparel, Web Design, Digital Photography, Pre-press, Catalogs, Retail Packaging
Education
Mt Sierra College 2004 — 2007
Bachelors of Science, Multimedia Design Technology
Mt. San Antonio College 2000 — 2003
Computer Graphic Design / Photography
GE Energy April 2008 - Present
Commerce Energy Corp 2007 - 2008
Citibank 2001 - 2007
California Federal Bank 2001 - 2003
Sempra Energy 1981 - 2000
Skills
Leadership Development
Education
Southwestern University School of Law
Doctor of Law (J.D.)
United States International University
Bachelor's degree, Civil Engineering
Citibank June 2003 - Present
Citibank January 2003 - June 2003
California Federal Bank July 1999 - January 2003
Skills
Retail Banking, Banking, Credit, Relationship Management, Credit Cards, Loans, Cross Selling, Mortgage Lending, Financial Services, Portfolio Management, Consumer Lending, Financial Risk, Sales Management
Education
University of California, Los Angeles
Economics
Retired June 2014 - Present
Citigroup January 2005 - March 2009
Citigroup September 2003 - January 2005
California Federal Bank January 1994 - September 2003
First Nationwide Bank January 1991 - January 1994
First Nationwide Bank January 1988 - January 1991
Skills
Vendor Management, Strategy, Procurement, Process Improvement, Leadership, Outsourcing, Change Management, Sales, Operations Management, Performance Management, Program Management, Cross-functional Team..., Supply Chain Management, Finance, Strategic Planning, Team Building, Coaching, Team Leadership, Negotiation, Business Process..., Financial Services, Management, Product Development, New Business Development, Solution Selling, Budgets, Business Strategy
Education
University of California, Los Angeles
BA
The D. E. Shaw Group November 2014 - Present
Investcorp November 2010 - September 2014
Sabbatical January 2010 - October 2010
Barclays Global Investors 1997 - 2009
California Federal Bank 1992 - 1997
Barnett Banks 1991 - 1992
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
M.B.A., Finance
Sewanee-The University of the South 1987 — 1991
B.A., Economics with honors
ArcanaNetworks May 2003 - Present
XACCT August 2001 - September 2002
Collective Technologies January 2000 - August 2001
California Federal Bank November 1997 - January 2000
Southern Methodist University August 1995 - January 1997
Skills
Unix, System Deployment, Solaris, Data Center, Software Development, XML, Perl, Linux, Integration, System Administration, Cloud Computing, Virtualization, Disaster Recovery, Apache, NAS, Shell Scripting, Management, Networking, TCP/IP, Servers, Storage, SAN, VMware ESX, VMware vSphere
Education
Southern Methodist University 1993 — 1995
Masters
University of California, Davis 1987 — 1992
BA
OneWest Bank April 2012 - Present
East West Bank June 2010 - March 2012
Union Bank June 2009 - June 2010
Citibank February 2003 - December 2008
California Federal Bank March 1998 - February 2003
Glendale Federal Bank 1986 - 1992
Skills
Banking, Analysis, Acquisitions, Business Analysis, Budgets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Satisfaction, Data Warehousing, Financial Analysis, Financial Reporting, Forecasting, Integration, Leadership, Loans, MS Project, Management, Mergers, Mergers, Mortgage Lending, PMO, Process Improvement, Project Management, Risk Management, Portfolio Management, Finance, Billing Systems, Vendor Management, Software Documentation, Talent Management
Education
University of California, Los Angeles
BA, Economics
JP Morgan Chase/WaMu August 2009 - May 2014
Washington Mutual June 2007 - August 2009
eFume, Inc February 2000 - May 2007
Spy Vision Technologies December 1998 - June 2002
California Federal Bank May 1998 - June 1999
Glendale Federal Bank December 1997 - May 1998
Skills
Business Analysis, Business Development, Business Strategy, Financial Modeling, Investments, Leadership, Loans, Program Management, Strategy, Underwriting, Valuation, Strategic Planning, Risk Management, Business Planning, Financial Analysis, Sales, Customer Service, Management
Education
Pasadena City College 1997 — 2003
International Business Relations and Business Management
Computer Career Academy Marshall Fundamental Secondary School
Prestige Business Mgmt. Inc. OwnerND Design, Inc.2011 - Present
California Federal Bank April 1989 - August 1992
Education
Orange Coast College 1980 — 1986
Business, Business and Accounting
Montgomery County Public Schools Director, Human ResourcesChase Mellon Shareholder Services1994 - 1997
Heller Financial 1991 - 1994
California Federal Bank 1988 - 1991
Home Savings of America 1985 - 1988
Education
Rutgers University-New Brunswick 1979 — 1983
B.A., Business Administration
No Company January 2010 - January 2013
Wachovia Bank January 2008 - July 2010
Financial Partners Credit Union December 2006 - September 2007
NuVision Federal Credit Union September 2003 - December 2006
Foresters October 2001 - March 2003
G.E. Financial Capital March 2001 - October 2001
California National Bank April 1994 - October 2000
Fidelity Federal Bank 1994 - 2000
California Federal Bank September 1989 - April 1994
Skills
Loans, Consumer Lending, Sales
Education
Saddleback Valley College
San Diego City College
Platinum Health Care LLC July 2014 - Present
Premier Healthcare Temecula CA April 2014 - Present
Murrieta Health and Rehabilitation Center November 2012 - August 2014
Silverado Senior Living February 2012 - November 2012
First Citizens Bank August 2009 - November 2011
First Citizens Bank August 2009 - November 2010
Temecula Valley Bank July 2004 - August 2009
Pacific Liberty Bank June 2001 - August 2004
California Federal Bank June 1992 - January 1999
Skills
Geriatrics, Vaccinations, Medication..., Life Cycle Assessment, Wound Care, Documentation and..., Banking, Credit, Retail Banking, ACH, Risk Management, Credit Cards, Payments, Vendor Management, Strategic Planning, Mergers, Loans, Product Management, Healthcare Management, Chart
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Health/Health Care Administration/Management
Salem State College 1988 — 1991
Political Science; Spanish
Marion Court Jr. College 1987 — 1988
St Mary's Regional High School 1985 — 1987
High School Diploma, College Courses
Citibank April 2013 - Present
Citi November 2001 - April 2013
California Federal Bank October 1999 - November 2002
Skills
Banking, Financial Analysis, Sales, Retail Banking, AML, Cross Selling, Customer Service, Recruiting, Financial Services, Portfolio Management, Cash Management, Branch Management, Commercial Lending, Process Improvement, Operations Management, Leadership, Insurance, Management, Branch Banking, Business Strategy, Strategic Planning, Coaching, Sales Management
Education
Loyola Marymount University, College of Business Administration
BBA, Business Admnistration
Retired and enjoying time to pursue personal interests and family March 2015 - Present
M Corp January 2010 - Present
Nationwide Insurance March 2000 - May 2009
Hubbert Systems Consulting January 1998 - February 2000
California Federal Bank March 1996 - January 1998
Target January 1993 - March 1996
ADP January 1981 - October 1993
Skills
DB2, COBOL, JCL, CICS, VSAM, Databases, z/OS, Data Warehousing, SQL, Software Development, Easytrieve, IMS DB/DC, Websphere, WebSphere MQ, .NET, SAS, Coldfusion, HTML, Data Center Operations, AS/400
Education
Moorpark College 1972 — 1976
2 yrs. JC, Computer Science
Alvarado Parkway Institute/BHS April 2015 - Present
SeeScan, Inc February 2013 - March 2015
Scantron September 2010 - February 2013
DR Systems, Inc September 2003 - June 2009
World Wide Lending Corp March 1997 - August 2003
Anserv Insurance August 1992 - February 1997
California Federal Bank December 1983 - August 1992
Skills
Personnel Management, Organizational..., Employee Relations, Recruiting, Benefits Administration, Change Management, HRIS, Benefits Negotiation, Training, Performance Management, Employee Engagement, Talent Management, FMLA, Interviews, Strategic Planning, Leadership Development, HR Policies, Performance Appraisal, Workers Compensation, Coaching, Employee Relations...
Education
University of Phoenix 2007 — 2009
Masters Degree, Business Administration/Human Resources Management
University of Phoenix 2003 — 2007
Bachelor's Degree, Business Management
University of Phoenix
Certificate, HR Management
Kearny High
Diploma, General Studies
Arouet Foundation September 2011 - Present
Phoenix College January 1994 - Present
ACI - Arizona Correctional Industries July 2000 - August 2011
Charles Schwab 1991 - 1992
California Federal Bank 1987 - 1991
Xanthus Corporation 1985 - 1987
Skills
Non-profits, Public Speaking, Community Outreach, Leadership Development, Fundraising, Higher Education, Organizational..., Team Building, Program Development, Grant Writing, Marketing Automation, Nonprofits, Adult Education, Marketing, Staff Development, Advertising, Project Management, Leadership, Grants, Resume Writing, Team Leadership, Event Planning, Training, Customer Service, Student Affairs, Workshop Facilitation, Management, Program Management, Coaching, Workforce Development, Research, Entrepreneurship
Education
CSU Fullerton, CA
BA, English
Armstrong College, Berkeley, CA
MBA
University of Pennsylvania - The Wharton School
Finance and Financial Management Services and Strategic Planning
University of Pennsylvania - The Wharton School
Marketing
Fremont Unified School District September 2011 - Present
Fireside Bank June 2001 - April 2011
Wells Fargo financial Acceptance February 2000 - April 2001
Golden State Lumber, Inc January 2000 - March 2001
California Federal Bank January 1997 - May 1999
Skills
Invoicing, Leadership, Microsoft Office, Accounting, Negotiation, Interviews, Telephone Skills, Call Centers, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Adobe Acrobat, Office Administration, Banking, Training, Credit, Loans
Education
Ohlone College 2010 — 2011
General Education
Mission Valley ROP 1998 — 1999
Computerized Accounting, Business
Newark Memorial High School 1994 — 1998
Diploma, College Prep
Leland School District August 2008 - Present
Belk February 2007 - November 2010
Leland Elementary School November 2003 - May 2006
USDA Southern Weed Science Laboratory June 2003 - November 2003
Lighthouse Point Casino March 2003 - March 2003
Kaiser Permanente June 1992 - September 2002
Southern California Saving August 1991 - January 1992
California Federal Bank February 1987 - April 1991
Skills
Time Management, Microsoft Office, Critical Thinking, Microsoft Word, Microsoft Office 2007, Teamwork, Event Planning, Process Scheduler, Research, Adobe Acrobat, Social Media
Education
Mississippi Valley State University 2009 — 2010
CompuSystems, Incorporated 2007 — 2008
Certificate, Computer Medical Transcription Program
US Bank March 2010 - Present
Snelling Staffing Services December 2009 - March 2010
TEG Staffing Inc April 2003 - November 2009
CLP Resources May 2001 - April 2003
Bank of America November 1991 - September 2001
California Federal Bank 1987 - 1991
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
PCBS, Banking
Southern Illinois University, Edwardsville 1975 — 1978
BA, Business/Accounting
Hamner, Jewell & Associates February 2015 - Present
Montessori Radmoor School of Okemos January 2010 - June 2013
Jackson National Life Insurance Company January 2007 - December 2009
Western Cities Mortgage Corporation January 1993 - April 1996
California Federal Bank July 1988 - June 1992
Home Savings of America 1987 - 1988
Skills
Customer Service, Multi-line Phone, Switchboard, Assistant Teaching, Clerical Skills, Microsoft Office, Loan Servicing, Volunteering, QuickBase, SharePoint, Vantage, Lotus Notes, FileNet, Microsoft Excel
Education
Estancia High School
Orange Coast College
Kay Commercial January 2003 - Present
Citi Group November 2002 - December 2002
California Federal Bank August 1994 - October 2002
First Nationwide Bank August 1993 - July 1997
First Madison Bank July 1990 - September 1992
First Gibraltar Bank May 1988 - September 1991
BancTexas August 1981 - July 1988
Education
University of Oregon 1953 — 1957
B.B.A., Business Administrtion
OCSI September 2008 - September 2009
Collectors Universe September 2004 - February 2008
Solidium Credit Recovery December 2001 - August 2004
California Bank & Trust January 2000 - December 2001
California Federal Bank October 1998 - November 2001
Skills
Word, Excel, Microsoft Office, Customer Relations, Customer Service, Customer Retention, Google Docs, Social Media, Social Media Marketing, Social Networking, Administration
Education
Saddleback College 2007 — 2008
Emergency Medical Technician
California Federal Bank 1997 - 2003
GTE Data Services July 1977 - May 1994
Education
University of Missouri-Saint Louis 1970 — 1974
St. Louis Community College 1969 — 1970
Capital One Bank January 2006 - Present
Wells Fargo Home Mortgage August 2002 - June 2005
California Federal Bank September 1996 - August 2002
Skills
Extensive knowledge of..., Excellent verbal and..., Expertise in people and...
Education
San Francisco State University 1984 — 1987
MBA, Finance
University of California, Berkeley
Bachelor's degree, Communications and Public Policy
Citibank March 2005 - Present
Citibank February 2003 - March 2005
California Federal Bank September 1999 - February 2003
Skills
Fraud Detection, Customer Service, Claim Investigation, Workflow Management, Employee Training, Procedure Manuals, Conflict Resolution, Time Management, Team Leadership, Team Building, Multi Tasking
Education
MTI College 2014 — 2015
Associate's Degree, Medical Billing and Coding
Winterstien Adult Education 1999 — 1999
High School, GED
Harrell Remodeling, Inc. 2006 - 2013
Prudential Real Estate 2003 - 2005
California Federal Bank 2001 - 2002
Skills
Space planning, AutoCAD, Interior Design, Illustrator, Interior Architecture, Submittals, CAD, Design Research, Furniture, Microsoft Excel, Architectural Drawings, Customer Service, Project Management, Residential Design, Space Planning
Education
San Francisco State University, College of Business 2013 — 2016
Master of Business Administration (MBA), Marketing
San Jose State University 2000 — 2006
Bachelor of Fine Arts (BFA), Interior Design