CivicBank of Commerce
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CivicBank of Commerce Employees
Gro Coaching January 2004 - Present
Goodstone Group LLC December 2011 - Present
CoachSource December 2014 - Present
Charles Schwab & Co., Inc. (San Francisco, CA) 1991 - 2002
Civicbank of Commerce 1987 - 1991
Genstar Corporation 1983 - 1986
KPMG US 1979 - 1983
Skills
Coaching, Executive Coaching, Investments, Strategic Planning, Business Planning, Team Building, Accounting, Public Speaking, Financial Analysis, Asset Management, Negotiation, Analysis, Portfolio Management, Non-profits, Asset, Problem Solving, Budgeting, Financial Planning, Career Coaching, Leadership, Risk Management, Nonprofits, Strategic Financial..., Leadership Development, Strategy, Budgets, CRM, Project Management, Management Consulting, Culture Change, Management, Executive Development, Change Management, Personal Development, Entrepreneurship
Education
New Ventures West Coaching School 2004 — 2005
Integral Coach, Coaching
Strozzi Institute 2004 — 2004
Somatic Coach, Certified Somatic Coaching
University of California, Berkeley, Haas School of Business 1975 — 1979
BS, Business
Chevron Federal Credit Union April 2002 - Present
Chevron Federal Credit Union October 2012 - April 2013
CivicBank of Commerce March 1997 - March 2002
The Pacific Bank June 1988 - March 1997
Skills
Onboarding, Performance Management, Human Resources, Employee Relations, Talent Management, compensation
Education
University of California, Davis
BA, English and Psychology
AT&T September 2012 - Present
AT&T April 2001 - September 2012
AT&T August 1999 - April 2001
CivicBank of Commerce March 1997 - August 1999
CivicBank of Commerce October 1995 - March 1997
CivicBank of Commerce December 1993 - October 1995
Skills
Sarbanes-Oxley Act, Revenue Recognition, Variance Analysis, Revenue Assurance, Billing Systems, Telecommunications, Banking, Process Improvement, Records Management, SQL, Oracle Applications, Oracle Discoverer, SEC filings, Cash Management, Query Tool, Microsoft Excel, Microsoft Office 2007, PowerPoint, Operating Budgets, Bank Reconciliation, Consolidated Reporting, Fixed Asset Management, Amortization Schedules, Payroll Taxes, Real Estate License, Financial Analysis, Financial Reporting, Oracle General Ledger, Account Reconciliation, SAP, Microsoft Access, Microsoft Word, Business Objects, Essbase Excel Add In, Accruals, Analysis, Finance, Accounting, Internal Controls, Journal Entries, Budgets, Hyperion Enterprise, Essbase, Fixed Assets, Gap Analysis, Data Extraction, Project Management, General Ledger
Education
California State University-Hayward
Bachelor of Science, Business Administration - Accounting
Seniors Helping Seniors July 2015 - Present
Venice Family Clinic January 2015 - Present
UCLA Extension September 2014 - Present
Pacific Commerce Bank June 2012 - July 2014
Bank Clients April 2012 - June 2012
Bank of San Francisco October 2007 - April 2012
Greater Bay Bank October 2002 - October 2007
CivicBank of Commerce July 2000 - August 2002
Greater Bay Bank June 2000 - August 2002
Cameron-Jones Realtors/Citizens Realty January 1998 - January 2000
Skills
Compliance, Customer Relations, Team Building, Problem Solving, Risk Assessment, Banking, Vendor Management, Real Estate Transactions, Property Management, Project Coordination, Customer Service, Risk Management, Project Management, Cash Management, Bank Secrecy Act, Information Security, Retail Banking, Branch Administration, Core Banking, Client Service Oriented, IT Operations, Treasury Management, Operations Management, Leadership, Commercial Banking, Training, Loans, Management, Client Services
Education
UCLA Extension 2014 — 2015
Patient Advocacy
University of California, Berkeley
BA, Sociology
Rue 527 February 2010 - Present
Jackson Family Wines January 2004 - December 2009
Allied Domecq Wines May 1999 - December 2003
Robert Mondavi January 1996 - May 1999
On Target Marketing July 1994 - January 1996
CivicBank of Commerce June 1986 - August 1992
Skills
Wine, Cross-functional Team..., Packaging, Strategic Planning, Advertising, Marketing, Entrepreneurship, Brand Management, Food, Marketing Strategy, Strategic Partnerships, Marketing Communications, Trade Marketing, Market Research, Product Development, Social Media Marketing, Public Relations, Wineries, Web Development, Web Content Creation, Budget, Creative Writing, Technical Writing, Champagne, Copywriting, Wine Tasting, Brand Development, FMCG, Winemaking, Strategy, Customer Insight, Beverage Industry, Alcoholic Beverages, Pricing, Forecasting
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Marketing, Entertainment
University of California, Berkeley 1982 — 1986
BA, English Literature
Maria Geoghegan Consulting July 2004 - Present
Paychex January 1995 - June 2004
Payday Inc January 1993 - January 1995
CivicBank of Commerce January 1984 - January 1989
Skills
Management, Auditing, Accounting, Training, Budgets, Start-ups, Finance, Project Management, Financial Accounting, Tax, Banking, Payroll, Sales, Customer Service, Human Resources
Education
University of California, Los Angeles 1977 — 1982
Bachelor of Arts (BA), Business Economics
Union Bank, N.A. January 1997 - Present
CivicBank of Commerce September 1991 - July 1994
CivicBank of Commerce June 1990 - September 1991
Education
San Francisco State University 1994 — 1996
MBA, Business Information Systems
California State University, Hayward 1986 — 1990
BS, Finance
First Republic Bank January 2002 - May 2010
CivicBank of Commerce May 1992 - January 2002
Education
University of California, Berkeley 1976 — 1980
BA, Political Economy