Cowlitz Bank
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Cowlitz Bank Employees
Portland Fiduciary Services May 2014 - Present
Looking for opportunities in finance, banking, consulting, and business development April 2014 - June 2014
Heritage Bank NW August 2010 - April 2014
Cowlitz Bank Trust Department May 2004 - 2010
Cowlitz Bank 2004 - 2010
New England Life Insurance company 1987 - 1991
Skills
Business Development, Banking, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Estate Planning, Finance, Financial Analysis, Financial Services, Investment Advisory, Investments, Loans, Marketing Strategy, Mergers, Mortgage Lending, Loan Origination, Nonprofits, Mutual Funds, Project Planning, Retail Banking, Retirement Planning, Risk Management, Sales Management, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Leadership, Financial Planning, Mergers & Acquisitions
Education
Oregon State University 1974 — 1978
Tacoma Goodwill Industries November 2007 - Present
Compustyle Design February 1996 - Present
Twin City Bank August 2006 - November 2007
Cowlitz Bank November 1999 - February 2006
Skills
Workshop Facilitation, Conflict Resolution, Training, Microsoft Office, Operating Systems, Case Managment, Teaching, Nonprofits, Time Management, Interviews, Networking, Community Outreach, Graphic Design, Photography, Program Development, Resume Writing, Career Counseling, Fundraising, Job Coaching, Volunteer Management, Grant Writing, Public Speaking, Team Leadership, Policy, Leadership, Customer Service, Staff Development, Leadership Development, Social Services, Coaching, Event Planning, Team Building, Organizational..., Management, Program Management, Community Development, Research, Career Development, Employee Training, Social Networking, Case Management, Making A Difference, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Event Management
Education
UW OSHA 2010 — 2010
OSHA 10/30 Certification, Safety
Lower Columbia College 1997 — 1999
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications, 3.2
Nike January 2015 - Present
Nike March 2014 - January 2015
Nike January 2013 - March 2014
Nike April 2012 - December 2012
Sound Sports March 2011 - April 2012
Tiger Oak Media November 2011 - March 2012
Cowlitz Bank June 2010 - August 2010
Nike June 2008 - August 2009
Skills
Marketing, Product Development, Community Engagement, Social Media, Customer Service, Gait Analysis, Media Buying, Event Management, Advertising, Marketing Communications, Sales, Leadership, Retail, Management
Education
Seattle Pacific University - School of Business and Economics 2007 — 2011
BA, Business Administration with a concentration in Marketing
Albina Community Bank June 2012 - Present
First Independent Bank March 2005 - May 2012
Cowlitz Bank October 2000 - March 2005
Associated Chemists June 1996 - June 2000
Ketchikan Pulp Company October 1992 - June 1996
Skills
Accounting, Financial Reporting, SEC reporting, Financial Analysis, Asset and Liability..., Budgeting, Financial Modeling, Banking, Strategic Planning, Internal Controls, Forecasting, Excel, Cash Flow, General Ledger, Risk Management, GAAP, Compliance, Word, Sarbanes-Oxley Act, Auditing, SEC filings, Budgets, Mergers & Acquisitions, Loans, Financial Statements, Credit, Treasury Management, Finance
Education
Pacific Coast Banking School 2011 — 2013
Banking
Central Washington University 1988 — 1992
Bachelor of Science, Business/Accounting
Paramount Plumbing Supply June 2013 - June 2014
Kalama Chamber of Commerce January 2010 - May 2013
Hutchinson Hardware September 2007 - December 2012
Cowlitz Bank December 1996 - June 2007
The Bon Marche June 1985 - April 1995
Weyerhaeuser Credit Union September 1985 - August 1986
Skills
Budgets, Customer Service, Microsoft Office, Team Building, Microsoft Excel, Management, Strategic Planning, Inventory Management, Sales Management, Retail, Event Planning, Microsoft Word, Sales, Leadership, Purchasing, Process Improvement, Marketing, Team Leadership, Continuous Improvement, Forecasting, Business Strategy, Entrepreneurship, Program Management
Education
Lower Columbia College 1986 — 1988
Business Administration and Management, General
Castle Rock High School 1982 — 1986
High School Diploma
Rouse Properties, Inc. April 2014 - Present
Cowlitz Bank May 2006 - March 2009
Skills
Event Planning, Social Media Marketing, Account Reconciliation, Balancing Budgets, Public Relations, Marketing, Cold Calling Experience, Copy Editing, Microsoft Office, Forecasting, Time Management, Customer Service, Microsoft Excel, Microsoft Publisher, PowerPoint, Auditing, Property Management, Investment Properties, Real Estate
Education
Washington State University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General
Lower Columbia College 2009 — 2010
Associate's Degree, General Studies
High School
High School, General
Weyerhaeuser 2011 - Present
KapStone Paper and Packaging Corporation - Longview Fibre March 2004 - February 2009
Cowlitz Bank 1999 - 2004
St Helens School District September 1993 - September 2003
Skills
Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, Accounting, Variance Analysis
Education
Lower Columbia College 2009 — 2011
Associate of Arts and Sciences (AAS), Accounting
St Helens High School 1976 — 1980
Diploma, General Studies
Umpqua Bank May 2010 - Present
Umpqua Bank May 2010 - Present
R & E Short Sale Solutions May 2010 - November 2011
Cowlitz Bank August 1997 - May 2010
Education
Northwest Nazarene University 1988 — 1992
BA, AA, Business Administration, Behavioral Studies
Daimler Trucks North America June 2008 - Present
ISACA 1991 - 2012
Longfibre 2007 - 2008
Esco, Cascade Corporation, Warn Industries, etc. 2001 - 2008
Cowlitz Bank 2003 - 2006
First Consumers National Bank 2001 - 2003
The Regence Group 1998 - 2001
Skills
Process Improvement, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Business Process..., Internal Controls, Auditing, Risk Management, Internal Audit, SAP, Program Management, Financial Reporting, Continuous Improvement, Budgets, Business Strategy, IT Strategy, IT Audit, Team Leadership, Strategic Planning, Banking, Business Process, Executive Management, Financial Risk, Governance, Management Consulting, Manufacturing, Strategy
Education
Portland State University - School of Business 1986 — 1990
Accounting/Information Systems & Quantitative Analysis, IT Systems, Audit, Psychology
Windermere Real Estate/JS February 2005 - Present
Cowlitz Bank October 2002 - December 2004
Education
Shoreline Community College 1981 — 1983
Associates Degree, Business Administration
Heritage Bank August 2010 - Present
Cowlitz Bank January 2007 - July 2010
The Salvation Army July 2008 - March 2009
Education
Southwestern Law School 2001 — 2004
JD
Wells Fargo Bank January 2011 - Present
Cowlitz Bank 2009 - 2010
U.S. Bank 2006 - 2009
Bank of America 2003 - 2005
Education
Central Washington University
Bachelor of Science, Business Management
LOWES HOME IMPROVEMENT September 2012 - Present
Expedia Cruise Ship Centers May 2012 - Present
Royal Caribbean International September 2010 - May 2012
Cowlitz Bank May 2008 - December 2008
Community Bank January 2007 - April 2008
Community Bank December 2005 - December 2006
Education
University of New Orleans 1999 — 2003
B.S., General Studies- Marketing, Management, Health
Sancus Fiduciary Services, LLC. January 2014 - Present
Unison Site Management August 2014 - January 2015
Cowlitz Bank/Heritage Bank March 2009 - August 2011
The Salvation Army May 2008 - March 2009
Cowlitz Bank January 2007 - May 2008
Skills
Personal Trust..., Estate settlement, Real estate, Guardianship, Conservatorships, Planned Giving, New Business Development, Fiduciary, Fiduciary Services, Estate Administration, Estate Tax Planning, Estate Law, Finance, Estate Planning, Trusts, Wealth Management..., Real Estate, Asset Protection, Credit
Education
Southwestern University School of Law 2001 — 2004
Juris Doctorate
Chaminade University of Honolulu 1999 — 2001
BS, Criminal Justice
Corepower Yoga 2011 — 2011
200 HR, Yoga
U-Haul International, Inc. April 2012 - Present
Express Employment Professionals October 2006 - May 2007
Cowlitz Bank May 2006 - August 2006
Skills
Industrial Cleaning, Computers, Customer Service, Laundry, Loan Servicing
Education
Idaho State University 2005 — 2006
Timber Lake Job Corps 2000 — 2000
GED, General Studies