Cashmere Valley Bank
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Cashmere Valley Bank Employees
Cashmere Valley Bank November 2008 - Present
Countrywide Financial April 2006 - October 2008
Washington Mutual, Inc. 1998 - 2006
PricewaterhouseCoopers 1995 - 1998
United Bank 1992 - 1994
Skills
Finance, Process Improvement, Team Leadership, Financial Analysis, Risk Management, Accounting, Leadership, Credit Analysis, Financial Modeling, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Mergers & Acquisitions, Executive Management, Banking, Managerial Finance, Strategic Financial..., Cross Functional Team..., Team Building, Change Management, Leadership Development, Project Management, Strategy, Cross-functional Team..., Public Speaking, Financial Planning, Business Strategy, Organizational..., Corporate Finance, Strategic Planning, Cash Management, Internal Audit, Investments, Forecasting, US GAAP, Financial Accounting, SEC filings, Enterprise Risk..., Portfolio Management, Credit, General Ledger, Account Reconciliation, Valuation, Due Diligence, Financial Risk, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1995
MAC, Accounting, Highest Honors
Lawrence University 1985 — 1988
BA, Psychology, Magna Cum Laude
PlanMember Financial Corporation June 2014 - Present
Cashmere Valley Bank June 2012 - June 2014
Skills
Investment Advisory, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Uniform Combined State..., Portfolio Management, Retirement
Education
Central Washington University 1997 — 2002
Cashmere Valley Bank July 2006 - May 2014
Colville Tribal Casinos WA April 2002 - July 2006
Twin Pine Casino 1999 - 2002
Santa Rosa Memorial Hospital 1988 - 1999
Skills
Accounting, Controller, Internal Audit, Financial Analysis, Financial Reporting, Banking, Cash Management, Risk Management, Finance, General Ledger, Accounts Payable, Corporate Finance, Tax, Account Reconciliation, Internal Controls, Enterprise Risk..., Accounts Receivable, Cost Accounting, Financial Accounting, Tax Preparation
Education
California State University-Sacramento
Bachelor of Science (BS), Finance and Financial Management Services
Golden Gate University
Master of Business Administration (MBA), Management
Pierce College at Puyallup 2013 — 2014
Cashmere Valley Bank January 2015 - Present
Fiesta En Jalisco June 2005 - March 2014
Clifton Larson Allen January 2013 - March 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Customer Service, Process Improvement, Account Reconciliation, Financial Analysis, Teamwork, Outlook, Data Entry, Spanish, Team Leadership, Data Analysis, Leadership, Research, Financial Statements, Critical Thinking, Finance, Credit
Education
Central Washington University 2009 — 2014
Bachelor's Degree, Accounting and Finance, Alumni
Cashmere Valley Bank July 2011 - Present
Cashmere Valley Bank July 2009 - July 2011
Wells Fargo Financial June 2006 - July 2009
Skills
Commercial Lending, Equipment Leasing and..., Dealer Finance, Loans, Credit, Banking, Credit Analysis, Financial Analysis, Underwriting, Consumer Lending, Small Business Lending, Asset Based Lending, Risk Management, Lines Of Credit, Mortgage Lending, Portfolio Management, Commercial Banking, Loan Origination, Investments, Mortgage Banking, Corporate Finance, Refinance, Relationship Management, Finance, Management, Credit Risk
Education
Central Washington University 2001 — 2005
Bachelor of Science, Business Administration - Management and Organization
Pacific Coast Banking School - University of Washington 2014 — 2016
Cashmere Valley Bank April 2014 - Present
Cashmere Valley Bank 2009 - April 2014
Lewis and Clark Bank 2007 - 2009
Canyon Community Bank 2005 - 2007
Central Valley Bank 2003 - 2005
Skills
Bank Operations, Consumer Lending, Internal Auditing, Training Programs, Customer Service, Customer Relations, Team Leadership, Team Building, Banking, Internal Audit, Finance, Credit, Commercial Banking, Accounts Payable, Leadership, Management, Auditing, Commercial Lending, Loans, Credit Analysis, Accounting, Small Business Lending, Cash Flow
Education
ABA National Compliance School 2015 — 2015
Pacific Coast Banking School 2012 — 2014
Graduate Studies in Banking
Washington Bankers Association Executive Development Program 2011 — 2012
Central Washington University 2000 — 2005
Bachelor of Science (B.S.), Economics
Cashmere Valley Bank September 2005 - Present
Skills
Business Continuity, Information Security..., Risk Management, Disaster Recovery, SaaS, Strategic Planning, IT Management, Banking, Information Technology, IT Strategy, VMware, Security, Cloud Computing, Enterprise Architecture, Vendor Management
Education
University of Minnesota-Twin Cities
Spectrum Controls February 2015 - Present
Halbar RTS October 2012 - February 2015
State Farm April 2010 - September 2012
Cashmere Valley Bank 2006 - March 2010
Skills
Customer Service, Microsoft Excel, Sales, Team Building, Insurance, Life Insurance, Term Life Insurance, Salesforce.com, Sales Process, Employee Benefits, Property & Casualty..., PowerPoint, General Insurance, Pivot Tables, CRM databases, Lotus Notes, Account Management, Sales Operations, Key Account Management, New Business Development
Education
Central Washington University 2005 — 2009
Bachelor of Arts (B.A.), Psychology, Spanish
Cashmere Valley Bank April 2012 - August 2014
Education
Central Washington University 2013 — 2015
Masters of Professional Accountancy
Central Washington University 2012 — 2015
Bachelor of Science (B.S.) , Accounting
Cashmere Valley Bank December 2014 - Present
Atkinsons Mirror and Glass February 2013 - December 2014
US Forest Service June 2010 - October 2012
Skills
Financial Reporting, Time Management
Education
Northwest Nazarene University 2009 — 2012
Bachelor of Science (B.S.), Management
Cashmere Valley Bank May 2014 - Present
Cashmere Valley Bank January 1993 - May 2014
Cashmere Valley Bank 1983 - 2008
Skills
Loans, Commercial Lending, Banking, Credit Analysis, Small Business Lending, Credit, Commercial Banking, Financial Analysis, Lines Of Credit, Portfolio Management, Cash Management, Consumer Lending, Underwriting, Mortgage Lending, Investments
Education
Pacific Coast Banking School 1995 — 1997
Graduate level executive management education
Central Washington University 1980 — 1983
Bachelor of Science, Finance
Washington Technology Industry Association October 2014 - Present
Mission Ridge Ski Resort August 2014 - October 2014
Big Sky Resort January 2014 - April 2014
Mission Ridge Ski Resort August 2013 - January 2014
Soiree Event Design May 2013 - August 2013
Wenatchee Valley Medical Center May 2012 - August 2012
Cashmere Valley Bank June 2010 - August 2011
Skills
Small Talk, Social Media, Public Relations, Teamwork, Social Media Marketing, Marketing Communications, Microsoft Word, Research, Leadership, Microsoft Office, Charismatic Leadership, Social Networking, Spanish, Event Planning, Customer Service, Communicaitons, Editing, Critical Thinking, Public Speaking
Education
Gonzaga University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations
Cashmere Valley Bank March 2015 - Present
Cashmere Valley Bank April 2013 - March 2015
Cashmere Valley Bank July 2003 - April 2013
Skills
Accounting, Financial Reporting, Tax, Budgeting, Auditing, Banking, Compliance, Accounts Payable, Investments, Policy, General Ledger, Microsoft Office, Funding, Internal Audit, Journal Entries, Loans, Fixed Assets, Internal Controls, Cash Management, Financial Analysis, Variance Analysis, Account Reconciliation, Microsoft Excel, US GAAP, Sarbanes-Oxley Act, Corporate Finance, Strategic Financial..., Financial Modeling, Forecasting, Portfolio Management, Financial Risk, Commercial Banking, CPA, Risk Management, Finance, Credit, Budgets, QuickBooks
Education
Washington Bankers Association Executive Developement Program 2012 — 2012
Financial Services and Management
Central Washington University 2000 — 2003
B.S., Major in Accounting & Minor in Personal Computer Applications
North Central ESD June 2014 - Present
Western Governors University 2015 - 2015
Western Governors University 2015 - 2015
North Central Educational Service District August 2012 - June 2014
Walmart, Inc May 2011 - November 2011
Nampa Christian Schools February 2011 - November 2011
Cashmere Valley Bank May 2010 - January 2011
Big Y Café April 2009 - August 2009
Skills
Microsoft Office, Accounting Software, Customer Service, Quick Learner, Time Management, Accounting, Accounts Payable, Banking, Excel, PowerPoint, Word, Access, Financial Reporting, Teamwork, Microsoft Excel, Microsoft Word, Financial Analysis, QuickBooks
Education
Northwest Nazarene University 2009 — 2012
Accounting & Business Administration, Accounting and Business Administration
Wenatchee Valley College 2007 — 2009
Associates of Arts, General
ClearView Financial an Allegiant Partners Company April 2013 - Present
Premier Financial, Inc. March 2012 - Present
Cashmere Valley Bank June 1997 - January 2012
The Associates Financial March 1995 - June 1997
Skills
Commercial Lending, Credit Analysis, Loans, Portfolio Management, Asset Based Lending, Consumer Lending, Credit, Small Business Lending, Banking, Commercial Banking, Underwriting, Lines Of Credit, Customer Satisfaction, Customer Acquisition
Education
Washington State University 2009 — 2010
Business Administration and Management, General
Pacific Coast Banking School 2005 — 2008
Undergraduate Degree of Banking
Highline Community College 1989 — 1992
Associate's degree
BYU Broadcasting January 2014 - Present
Redmond Eye Clinic April 2013 - August 2013
Brigham Young University August 2011 - January 2013
Zions Bank May 2010 - April 2011
BYU-Idaho December 2008 - April 2010
Rodizio Grill May 2009 - July 2009
Tahitian Noni International April 2009 - July 2009
i-bambino (Integrated Business Core - student run company) January 2009 - April 2009
Cashmere Valley Bank August 2007 - April 2008
Bath & Body Works August 2005 - August 2006
Skills
Proactive, Reliable, Ambitious, QuickBooks, Portuguese, Illustrator, Hebrew, Spanish, Dreamweaver, Photoshop, English, Google Adwords, French, Microsoft Excel, Marketing, Customer Service, Event Planning, Microsoft Office, Public Relations, Microsoft Word, Market Research, Facebook, Social Media Marketing, Web Design, SEO, Management, Marketing Communications, Marketing Strategy, Advertising, Social Media, Leadership, Sales, Integrated Marketing
Education
Brigham Young University 2011 — 2013
Masters Degree, Mass Communications
Brigham Young University - Idaho 2008 — 2009
BS, Business Management - Marketing Emphasis
Renton School District August 2004 - Present
Washington Future Business Leaders of America August 2010 - Present
Renton School District August 2009 - Present
Renton School District August 2004 - Present
Wenatchee School District September 2003 - August 2004
Cashmere Valley Bank October 1998 - September 2003
Skills
Instructional Technology, Curriculum Development, Curriculum Design, Classroom, Microsoft Office, Adobe Dreamweaver, HTML scripting, Secondary Education, Lesson Planning, Research, Teaching, Higher Education, Instructional Design, PowerPoint, Coaching, Leadership
Education
Central Washington University 2006 — 2009
Masters, Education Administration
Central Washington University 2001 — 2003
BS, Business Education
Western Washington University 1999 — 2001
The Baraboo National Bank April 2014 - Present
Great Western Bank May 2011 - Present
Rocky Mountain Bank April 2009 - May 2011
The Jackson State Bank & Trust June 2005 - March 2009
The Jackson State Bank & Trust July 2003 - June 2005
Zions Bancorporation September 2001 - April 2003
Compass Bank August 2000 - September 2001
Office of the Comptroller of the Currency June 1998 - August 2000
Cashmere Valley Bank July 1996 - May 1998
Skills
Credit Analysis, Credit Risk, Loans, Banking, Portfolio Management, Risk Management, Underwriting, Financial Risk, Private Equity, Commercial Lending, Commercial Banking, Strategy
Education
Pacific Coast Banking School (PCBS), University of Washington 2008 — 2010
Professional Banking Certificate, Graduate School of Banking
University of North Alabama 2005 — 2007
MBA, Corporate Management
Eastern Washington University 1993 — 1995
BBA, Finance & Economics
Keep Collective March 2015 - Present
Young Living Essential Oils July 2014 - Present
Pure Romance August 2012 - January 2014
Noyd and Noyd Insurance Agency November 2012 - September 2013
Cashmere Valley Bank August 2012 - November 2012
Progressive Insurance July 2005 - August 2012
Skills
Liability, Claim, Claims Resolution, Customer Service, Motorcycle, Commercial Insurance, Commercial Lines, Claim Investigation, Claims Management, Sales, Life Insurance, Insurance, Property & Casualty..., Casualty, General Insurance, Legal Liability, Subrogation, Call Center, Claims Handling, Property Damage, Umbrella Insurance, Accident, Professional Liability, Employment Practices..., Health Insurance, RV, Liability Analysis, Customer Retention, Microsoft Excel, Property Claims, Microsoft Word, Brokers, Customer Satisfaction, Inland Marine, Medicare, Outlook, Boat, SharePoint, Marine Insurance, Lotus Notes, Direct Sales, Mentoring, Mentoring New Hires, Business Strategy, New Business Development
Education
University of California, San Diego 2001 — 2005
BS, Social Science
University of California, San Diego 2001 — 2005
Sociology
Crunch Pak July 2014 - Present
Crunch Pak June 2012 - June 2014
Fisher Investments May 2011 - June 2012
University Recreation Center August 2009 - May 2011
University of Idaho February 2009 - May 2011
Northwestern Mutual May 2010 - September 2010
Cashmere Valley Bank May 2009 - August 2009
Chelan County Public Works Dept May 2008 - August 2008
Skills
Marketing, Customer Service, Sales, Data Analysis, PowerPoint, Social Media Marketing, Forecasting, Online Marketing, Sales Presentations, Marketing Research, Marketing Analytics, Online Marketing..., Microsoft Office, Finance, Logistics, Production Planning, Operations Management, Management, Microsoft Excel, Leadership, Social Media, Public Speaking, Budgets, Marketing Strategy
Education
University of Idaho 2007 — 2011
Bachelor of Science, Business Administration - Finance
Bank of the Ozarks February 2013 - Present
Kenworth Northwest May 2011 - May 2012
Cashmere Valley Bank April 2008 - March 2011
Skills
Credit Analysis, Collections, Business Development, Credit Negotiations, Marketing
Education
Pacific Lutheran University - School of Business 2003 — 2008
BS, Business Administration and Management, General
Confluence Health February 2012 - Present
Fred Meyer July 2007 - January 2012
Cashmere Valley Bank June 2005 - June 2006
Education
Clover Park Technical College 2006 — 2007
Pharmacy Technician Certification
Central Washington University 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General