Crocker National Bank
Crocker National Bank was a United States bank headquartered in San Francisco, California. It was acquired by and merged into Wells Fargo Bank in 1986. Headquarters: San Francisco, CA Parent organization: Wells Fargo
Crocker National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Crocker National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Crocker National Bank Employees
University of California Office of the President April 2014 - Present
Campolindo High School September 1996 - April 2014
Providian Bancorp July 1995 - June 1996
Amfac, Inc May 1984 - December 1986
Crocker National Bank May 1981 - May 1984
Skills
Higher Education, College Applications, Career Counseling, Public Speaking, Personal Statements, Naviance, Student Outreach, Student Financial Aid, Corporate Communications, Marketing Communications, Crisis Communications, Writing, Editing, Academic Advising, Admissions Counseling, Media Relations, Student Development
Education
University of California, Davis 1975 — 1977
Bachelor of Arts (BA), Political Science
University of California, Los Angeles 1973 — 1975
Blakeslee Land Services June 1986 - Present
Agricultural Advisors June 1984 - June 2004
Crocker National Bank September 1978 - June 1986
Nickel Enterprises June 1973 - May 1978
Skills
Appraisals, Real Estate, Consulting, Agriculture, Agribusiness, Real Estate Lending, Rural Property, Rural Planning, Private Banking, Expert Witness, Wineries, Vineyard, Marathon Swimming, Contract Negotiation, Strategic Planning, Negotiation, Luxury, Marketing Strategy, Viticulture, Property, Property Management, Investors, Valuation, Brokerage, Farms
Education
Cal Poly San Luis Obispo 1967 — 1971
Ag Science, Viticulture, Ag Management
Law Office of ALISA J. KIM May 2011 - Present
Attorneys On Demand, Court Appearance Professionals, Local Counsel Collective May 2011 - Present
JG, P.C. Business & Corporate Law October 2008 - April 2011
Lawyers On Call, Attorneys On Demand, Attorneys To Go, David Uthman, Steve Levy May 2007 - November 2008
Marin County Superior Court August 2007 - January 2008
San Francisco Public Defender's Office May 2000 - November 2005
Sixth District Appellate Program June 1992 - April 2000
First District Appellate Project May 1991 - April 2000
Law Offices of Melvin Belli March 1991 - April 1991
Crocker National Bank May 1982 - July 1985
Skills
Legal Writing, Legal Research, Trials, Hearings, Litigation, Criminal Law, Courts, Civil Litigation, Criminal Defense, Appeals, Legal Issues, Document Review, Legal Assistance, Family Law, Client Counseling, Debt Settlement, Public Speaking, Corporate Law, Depositions, Court Appearances, Trial Practice, Appellate Practice, Microsoft Word, Wordperfect, Microsoft Office, Client Intake, Bluebook, Cite Checking, Timeslips, AbacusLaw
Education
Golden Gate University 1985 — 1988
JD, Law
University of the Pacific 1971 — 1976
B.Mus., cum laude, Music education, voice
Castro Valley High School 1967 — 1971
Sapiensa Consultores July 2006 - Present
Anaplan July 2014 - Present
Winshuttle January 2012 - Present
Acorn Systems August 2011 - Present
Two Box Consultores February 2011 - March 2013
Conektra March 2004 - June 2006
Fiesta Forest 2000 - 2004
Duraper January 1984 - November 1999
Crocker National Bank June 1983 - December 1983
Interbank January 1981 - May 1983
Skills
Banking, Consolidation, Corporate Finance, Corporate Credit, Business Intelligence, SAP Consulting, SAP, Business, ERP, Business Process, Enterprise Software, SAP R/3, Consulting, Project Planning, Pre-sales, Team Leadership, Strategy, Business Process..., CRM, Competitive Analysis, Team Management, IT Strategy, Oracle, Management Consulting, Business Analysis, Integration, Professional Services, Cloud Computing, SAP ERP
Education
State University of New York at Buffalo - School of Management 1973 — 1974
MBA, Business Administration
Universidad de Lima 1968 — 1972
Bachellor, Business Administration
NCPHS September 2014 - Present
Unique Connections December 2013 - September 2014
ON LOK, INC March 2008 - December 2013
Unique Connections April 2006 - March 2008
Reneson Hotel Group November 1987 - March 2006
Wells Fargo Bank - Real Estate Industries January 1986 - January 1987
Crocker National Bank January 1980 - January 1986
Crocker National Bank January 1977 - January 1980
Skills
Budgeting, Financial Management, Strategic Planning, Forecasting, Financial Analysis, Administration, Process Improvement, Financial Reporting, Change Management, Non-profits, Analysis, Internal Controls, Budgets, Managerial Finance, Data Analysis, Accounts Receivable, Accounts Payable, System Administration, Management, Access, General Ledger, Auditing, Microsoft Excel, Accounting, Policy, Recruiting, Contract Negotiation, Negotiation, Financial Modeling, Program Management, Organizational..., Variance Analysis, Payroll, Training, Coaching, Financial Statements, Internal Audit, Cash Flow, Financial Accounting, Employee Relations, Team Building, Customer Service, Performance Management, Healthcare, Microsoft Office, Account Reconciliation, Invoicing, Human Resources, QuickBooks, Finance
Education
California State University-East Bay 1975 — 1980
B.S, Business Administration - Finance
Wellls Fargo Bank 1981 - 2006
Crocker National Bank 1984 - 1987
J.W. Robinson's and May Co. (Macy's) 1977 - 1980
Education
University of Southern California 2000 — 2001
Ateneo de Manila University 1973 — 1975
cross enrollee
Saint Theresa College 1971 — 1975
Bachelor of Arts
american plaza towers condo assn. 2014 - Present
Association of Air Medical Services (AAMS) 2003 - 2005
Lewis & Clark College 1995 - 2001
Crocker National Bank 1978 - 1986
Skills
Strategic Planning, Program Development, Nonprofits, Public Speaking, Community Outreach, Teaching, Research, Fundraising
Education
Michigan State University
PhD
Michigan State University
phd, business
The Ohio State University
Bachelor of Science (BS)
The Ohio State University - The Max M. Fisher College of Business
BS, MBA, busienss
Kienlen Lattmann Sotheby's International Realty April 2013 - Present
Madison High School November 2013 - Present
Somerset Hills YMCA February 2012 - Present
Alexander Realtors September 1999 - April 2013
Morristown-Beard Swim School 1999 - 2001
Hill & Knowlton 1984 - 1989
Crocker National Bank 1983 - 1984
Davis Polk & Wardwell LLP 1981 - 1983
Skills
Event Planning, Public Relations, Public Speaking, Marketing, Sales, Negotiation, Residential Homes, Real Estate, Social Media, Marketing Strategy, Editing, Management, Nonprofits, Research
Education
Princeton University 1977 — 1981
AB, History
Haddonfield Memorial High School
Southern California Edison (SCE) March 2014 - Present
Southern California Edison April 2010 - March 2014
PAR Electrical Contractors April 2004 - June 2011
Tidwel Enterprises August 2002 - April 2004
Cornerstone Christian School September 1992 - August 2002
Southern California Edison May 1980 - June 1989
Crocker National Bank 1978 - 1980
Skills
MS Project, Electricians, Project Management, Business Process..., Program Management, Energy, SAP, Project Planning, Engineering, Contract Negotiation, Software Documentation, CAD, Electric Power, Electrical Design, Contract Management, Strategic Planning, Process Improvement, Management, Microsoft Project
Education
UC Irvine 2011 — 2012
Certification (In Progress), Project Management
Azusa Pacific University 2001 — 2002
Post graduate work in Education, Teaching Credential K-8
California State University-Northridge 1998 — 2001
Bachelor of Arts, Liberal Studies/Art Concentration
Pacific Gas and Electric Company June 1999 - Present
Bank of America 1989 - 1999
Amdahl Corporation 1987 - 1989
Crocker National Bank September 1981 - May 1986
Skills
Workforce Planning, Employee Relations, Talent Management, EEO/AA Compliance, Human Resources, Diversity & Inclusion, Volunteering, Affirmative Action
Education
University of California, Santa Cruz
BA, Sociology
Accountemps August 2015 - Present
Self Employed December 2013 - June 2015
Hire-Up Staffing Services March 2011 - February 2012
Self-employed August 2001 - June 2008
Hodges & Co. May 2000 - August 2001
Rug Doctor March 1986 - May 1995
Reynolds Aluminum Supply January 1984 - November 1985
Western States Administrators November 1980 - January 1984
Crocker National Bank March 1978 - June 1980
Skills
Accounting, Financial Reporting, Tax, Bookkeeping, Journal Entries, Account Reconciliation, Invoicing, Bank Reconciliation, Data Entry, Auditing, Financial Analysis, Fixed Assets, Preparation, QuickBooks, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel
Education
Fresno City College 1977 — 1979
Accounting
McLane High School 1974 — 1975
Business courses, B+
Jordan High School, Long Beach, CA 1972 — 1974
High School, Business courses, B+
Scott Adams, Inc. November 1988 - Present
Pacifc Bell 1986 - 1995
Crocker National Bank 1979 - 1985
Skills
Cartoonist, Author, Microsoft Excel, Social Media, Marketing, Microsoft Office, Marketing Strategy, Management, Strategic Planning, Budgets, Humor, Moisture Analysis, Public Speaking, Social Media Marketing, Blogging, Artistic Vision, Advertising, Business Development, Business Insights, Cartoons, Business Strategy, Business Planning, Consulting, Consumer Insight..., Creative Problem Solving, Customer Insight, Customer Service, Drawing, Editing, Event Management, Entrepreneurship, Event Planning, Fundraising, General Awesomeness, Gossip, Graphics, Humorist, Hype, Hypnosis, Hypnotherapy, Hypnotism, Ingenuity, Insight Generation, Intuition, Leadership, Marketing Communications, Microsoft Word, Moisture Control, Motivational Speaking, New Business Development
Education
Haas School of Business, UC Berkeley 1983 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Hartwick College 1975 — 1979
Bachelor of Arts (BA), Economics
self 1955 - Present
Private Consultant August 1969 - September 1997
Crocker National Bank November 1966 - August 1968
Skills
Business Consultant, Writing, Principal Investing, Creative Writing, Literature, Non-fiction, Editing, Copy Editing, News Writing, Newsletters, Journalism, Banking, Fiction, Investment Banking, Freelance Writing, Proofreading, Commercial Banking, Publications, Short Stories, Books, Book Reviews, Magazine Articles
Education
University of California 1961 — 1963
Law
San Francisco State University 1959 — 1962
Bachelor of Arts (B.A.), English Language and Literature/Letters
City College of San Francisco 1957 — 1959
Associate of Arts (AA), English
University of Sophia, Tokyo, Japan 1955 — 1957
International Law and Legal Studies
Third Sector Capital Partners 2012 - Present
Avcomm International 2005 - 2010
Assurex Global 2002 - 2003
JP Morgan Chase 1996 - 2001
Civic organizations 1990 - 2000
Chemical/Chase 1994 - 1996
Manufacturers Hanover Trust 1989 - 1995
Manufacturers Hanover Trust 1986 - 1989
Crocker National Bank 1981 - 1986
Continental Group, Inc. 1977 - 1981
Skills
Start-ups, Economic Development, Project Coordination, Entrepreneurship, Negotiation, Financial Risk, Leadership, Nonprofits, social innovation..., Social Impact, Capital Markets, Directive Selling, Investments, Program Management, Investment Banking, Fundraising, Mergers & Acquisitions, Business Development, Strategy, Corporate Finance, Management, CRM, Project Management, Finance, Project Finance, Philanthropy, International Business, Due Diligence, Social Entrepreneurship, Executive Management, Venture Capital, Strategic Planning, Emerging Markets, Banking, Private Equity, Corporate Development, Consulting, Financial Services, Government, Proposal Writing, Financial Structuring, Investor Relations, Funding, Management Consulting, Private Placements, Alternative Investments, Strategic Partnerships, Restructuring, Structured Finance, IPO
Education
Cornell University - S.C. Johnson Graduate School of Management 1975 — 1977
MBA, Finance and Marketing
Bucknell University 1969 — 1973
BSBA, Business Administration
EVC Entertainment January 2003 - June 2014
Laser City June 1979 - July 2002
EVC Entertainment January 1979 - January 2002
Laser City Home Entertainment January 1979 - January 2002
Crocker National Bank January 1976 - January 1979
Skills
Strategic Planning, Social Media, Event Management, Advertising, Sales, Video, Marketing, Retail, Leadership, Team Leadership, Management, Fundraising, Team Building, Social Networking, Project Management, Budgets, Event Planning, Customer Service, Public Speaking, Entrepreneurship, Entertainment, Marketing Strategy, Social Media Marketing, Small Business, Public Relations, Online Advertising, Marketing Communications, New Business Development, Email Marketing, Sound
Education
George Washington High School 1965 — 1967
High School Diploma, High School
City College of San Francisco
College
George Washington High School
High School Diploma, Business Administration and Management, General
New York Law Institute June 2014 - Present
Debevoise & Plimpton LLP October 2005 - Present
Cadwalader Wickersham and Taft 2002 - 2005
Fried Frank June 2002 - August 2002
Bingham McCutchen LLP 1998 - 2001
University High School 1997 - 1998
The Exploratorium 1997 - 1997
St. Mark's School 1995 - 1997
Independent Schools 1993 - 1996
Crocker National Bank 1978 - 1983
Skills
Cataloging, Collection Development, Libraries, Library, Library Science, Knowledge Management, Integrated Library..., Technical Services, Library Research, Electronic Resources, Library Management, Law Librarianship, Library Instruction, Digital Libraries, Library Databases, EOS, Databases, Librarians, Research, Metadata, Interlibrary Loan, Circulation, Academic Libraries, Information Literacy, Library 2.0, Information Management
Education
Pratt Institute 2002 — 2004
MS, Information and Library Science
New York University - Leonard N. Stern School of Business 1974 — 1979
MBA, Finance
Vassar College 1968 — 1971
AB, Geography
Mirabeau B. Lamar High School 1965 — 1968
University of California Press May 2007 - Present
Bank of America October 1994 - October 1998
Wells Fargo Bank January 1986 - December 1988
Hibernia Bank June 1984 - December 1985
Crocker National Bank July 1979 - June 1984
Skills
Organization, Close Attention to..., Credit Analysis, Writing, Possess strong...
Education
Stanford University 1975 — 1978
Bachelor's degree, East Asian Studies
Retired, Bank of America August 2010 - Present
Bank of America July 1998 - August 2010
Crocker National Bank January 1980 - June 1980
Chartered Bank of London 1974 - 1979
Skills
Banking, Risk Management, Credit Cards, Credit Risk, Portfolio Management, Financial Services, Operational Risk..., Credit, Wealth Management, Financial Risk, Strategy, Financial Analysis, Financial Modeling, Vendor Management
Education
San Francisco State University, College of Business 1969 — 1972
BA, Management Science
City College of San Francisco 1966 — 1969
AA, Accounting
Allegheny Valley Bank February 2012 - January 2013
Self July 2010 - February 2012
SouthwestUSA Bank October 2006 - July 2010
Preferred Business Solutions LLC February 1996 - October 2006
Equibank June 1986 - September 1992
Treasure Valley Bank March 1989 - September 1991
American National Bank April 1984 - June 1986
OLd National Bank March 1982 - April 1984
Rainier National Bank September 1979 - June 1982
Crocker National Bank May 1977 - October 1979
Skills
Banking, Loans, Strategic Planning, Mergers & Acquisitions, Risk Management, Restructuring, Commercial Banking, Due Diligence, Business Planning, Financial Analysis, Finance, Negotiation, Business Strategy, Change Management, Strategic Financial..., Portfolio Management, Underwriting, Credit Risk, Leadership, Credit Analysis, Mergers, Management Consulting, Commercial Lending, Corporate Finance, Bankruptcy, Team Building, Coaching, Start-ups, Executive Management, Budgets, Manufacturing, Service Companies, Valuation, Microsoft Office, Asset Management, Entrepreneurship, Investment Banking, Strategy, Process Improvement, Problem Solving, Public Speaking, Governance, capital rasing, Expert Witness, Board Advisory Services, Board Evaluations, Board Training, Trust Asset Valuations, Turnaround Specialist
Education
Northeastern University 1995 — 1996
Certified Turnaround Professional, Business Turnaround
Martins Ferry High School 1957 — 1961
Diploma
Volunteer January 2005 - Present
United Way of Jackson County January 1999 - Present
Jackson County March 2012 - July 2014
Premier West Bank August 1995 - September 2011
F.L.D. / Empire Beverages July 1988 - August 1995
Valley of the Rogue Bank January 1986 - July 1988
Crocker National Bank January 1981 - November 1985
Skills
Management, Customer Service, Loans, Accounts Payable, Sales, Data Entry, Public Speaking, Fundraising, Selling, Budgets, Grant Writing, Nonprofits, Resource Development, Strategic Planning, Community Outreach, Community Development, Community Organizing, Volunteer Management, Grants, Team Building, Leadership, Program Development, Philanthropy, Leadership Development, Event Planning, Policy, Organizational..., Staff Development, Training, Public Relations, Program Evaluation, Board Development, Conflict Resolution, Workshop Facilitation, Youth Development, Non-profit..., Banking, Microsoft Office
Education
Pasadena City College 1976 — 1982
Associates in Arts, Liberal Arts
Object Management Group January 2002 - Present
Business Rules Group 2000 - Present
Gavroshe Intl.: A Collaborative Partner with Inmon Consulting 2005 - 2010
Inferware Corp. 2007 - 2009
Neumont University September 2003 - November 2003
Chevron Information Technology Company 1977 - 1999
Crocker National Bank (merged into Wells Fargo Bank) 1974 - 1977
Crocker National Bank 1974 - 1977
Skills
Business Process Design, Data Modeling, IT Strategy, Information Management, Business Analysis, Business Management, Requirements Analysis, Enterprise Architecture, Consultancy, System Architecture, Integration, Management Consulting, Systems Analysis, Analysis, UML, Program Management, Software Project..., Process Development, Knowledge Management, Solution Architecture, Strategic Planning, Business Architecture, Master Data Management, Modeling, Business Process, Business Intelligence, Business Process..., Process Improvement, IT Management, SDLC, Data Warehousing, Application Development, ITIL, Team Building, Mentoring, Software Planning, Semantics of Business..., Business Motivation..., Data Governance, Facilitation, Strategic and Tactical..., Building Strong Teams, Corporate Communications, Modeling the Business:..., Data, Databases, Business Rules, Architectures
Education
Boston University
BA, Experimental Psychology
University of Hawaii-West Oahu 1963 — 1963
Summer School, Linguistics, Hula, A
Capuchino High School
Rina R. Tringali, CPA, CFE April 2004 - Present
Diane Fearn Green, CPA August 2002 - February 2004
James P. Calandra, CPA January 2002 - April 2003
Greg Thelen, CPA October 2000 - April 2001
Hanson Rotter Green, CPAs June 1991 - January 1994
Natha R. Witt, CPA July 1989 - April 1991
Safeway June 1981 - January 1986
Crocker National Bank April 1979 - June 1981
Longs Drugs September 1978 - April 1979
Skills
Accounting, Tax, Certified Fraud Examiner, Quickbooks, Tax Returns, Fraud, Preparation, Tax Accounting, Forensic Accounting, Tax Preparation, Income Tax, Tax Compliance, Internal Controls, Financial Accounting, Fraud Investigations, Payroll, QuickBooks, Auditing, Financial Statements, S Corporations, CPA, Financial Audits, Small Business, Account Reconciliation, Tax Research, Sales Tax, IRS, Payroll Taxes, Bookkeeping, Partnership Taxation, General Ledger, Fixed Assets, US GAAP, Journal Entries, Cash Flow, Financial Reporting
Education
Golden Gate University 1988 — 1989
Bachelor’s Degree, Accounting, 3.67
Monterey Peninsula College 1986 — 1987
Accounting Major, 3.67
Seaside High School 1977 — 1978
Banner Health June 2010 - Present
Banner Good Samaritan Medical Center January 2006 - May 2010
Catholic Health West January 2005 - December 2006
Banner Health January 1996 - December 2005
Sun Health Corporation January 1994 - December 1996
BLUE CROSS and BLUE SHIELD OF ARIZONA January 1991 - December 1994
DELOITTE and TOUCHE January 1989 - December 1991
Crocker National Bank June 1984 - December 1987
Skills
Revenue Cycle
Education
Golden Gate University 1987 — 1989
MBA, Accounting
Stanford University 1981 — 1984
AB, Economics
de Groot & Associates 1983 - Present
Vexillate, LLC 2005 - 2010
The Burke Group 1993 - 1999
Modern Management, Inc 1979 - 1983
Crocker National Bank 1977 - 1979
California Teachers & Nurses' Association 1974 - 1977
Skills
Coaching, Labor Relations, Collective Bargaining, Union Contract..., Leadership Development, Union Avoidance Training, Contract Negotiation, Employee Relations, Succession Planning, Workforce Planning, Union Avoidance, Organizational..., Management, Policy, Performance Management, Strategy, Organizational..., Conflict Resolution, Benefits Administration, Leadership, Management Consulting, Program Management, Personnel Management, Executive Management, Talent Management, Onboarding, Talent Acquisition, Deferred Compensation, Change Management, HRIS, Employee Engagement, Human Resources, Organizational Design, Executive Coaching, Performance Improvement, Workshop Facilitation
Education
San Jose State University
A.A. Liberal Arts; B.A., & California Teaching Credentials for life, Social Science, Business, Education
U.S. Securities and Exchange Commission April 2014 - Present
US Securities and Exchange Commission April 2012 - April 2014
US Securities and Exchange Commission May 2004 - April 2012
US Treasury Department, Office of International Banking and Securities Markets June 1998 - April 2004
National Security Council / National Economic Council, The White House March 1997 - June 1998
U.S. Treasury Department, International Affairs April 1992 - March 1997
MR Beal & Company September 1990 - July 1991
DSL Capital Corporation March 1985 - September 1990
Merrill Lynch May 1985 - March 1986
Crocker National Bank September 1981 - July 1984
Skills
Public Policy, International Relations, Economics, Policy, Government, Research, Securities Regulation, Policy Analysis, Corporate Governance, Political Science, Financial Regulation, Economic Development, International..., Public Speaking, Politics, Diplomacy, Analysis, International Economics, Stata, Risk Management
Education
Princeton University 1977 — 1980
Master of Public Administration (MPA), International Relations and Affairs
Grinnell College 1973 — 1977
Bachelor of Arts (B.A.), History
Roman Catholic Diocese of Orange June 2015 - Present
Orange County Homeless Commission 2011 - Present
American Family Housing, Inc. December 2014 - Present
Catholic Diocese of Orange 2009 - Present
The Thomas Burnham Company 2010 - June 2015
Allergan 1993 - 2010
Korn / Ferry International 1982 - 1989
Banco Nacional de Mexico 1980 - 1982
Crocker National Bank 1978 - 1982
Skills
Organizational..., Strategic Planning, Talent Management, Change Management, Succession Planning, Performance Management, Leadership Development, Start-ups, Due Diligence, Employee Engagement, Recruiting, Executive Search, Employee Relations, Executive Coaching, Executive Management, Strategy, Charity Governance, Talent Acquisition, Process Improvement, Community Engagement, Healthcare, Mergers & Acquisitions, Leadership, Business Strategy, Philanthropy, Product Development, Nonprofits, Consulting, Human Resources, Organizational Design, Government, Sales, Management, Staff Development, Employee Benefits, Vendor Management, Management Consulting, Charity, Training, International Business, Team Building, Deferred Compensation, Community Outreach, Mergers, Organizational..., Cross-functional Team..., Workforce Planning, Management Development, Coaching, Business Planning
Education
Western State University College of Law 1980 — 1982
California State University, Fresno 1972 — 1976
BA, Economics
multnomah friends meeting 2001 - Present
Retired June 2000 - Present
Lewis and Clark College August 1995 - June 2000
Marketing Focus 1988 - 2000
Crocker National Bank 1979 - 1985
University of Rhode Island 1980 - 1984
Education
Michigan State University - The Eli Broad College of Business 1963 — 1967
PhD, business, economics and communication
The Ohio State University Fisher College of Business 1959 — 1962
BS & MBA, agricaulture and business
Alain Pinel Realtors October 2009 - Present
Girl Scouts - Northern California March 2009 - October 2009
Cantabella Children's Choir 2002 - 2004
Adia Services, Inc / Adecco S.A. January 1990 - December 1993
Atalla Corporation September 1985 - August 1988
Crocker National Bank June 1982 - April 1985
Skills
Real Estate, Short Sales, First Time Home Buyers, Foreclosures, Relocation, Sellers, Referrals, Single Family Homes, REO, Investors, Buyer Representation, Residential Homes, Real Estate Transactions, Marketing, Selling, Negotiation, Non-profits, Sales, Investment Properties, Customer Service, Listings, New Home Sales, Condos
Education
Stanford University 1977 — 1978
B. A., Economics
University of California, Davis 1974 — 1976
Economics
Northwestern Mutual January 1989 - Present
Wells Fargo Bank June 1985 - December 1988
Crocker National Bank January 1975 - June 1985
John S. Thomson Company 1972 - 1974
Skills
Insurance, Retirement Planning, Employee Benefits, Series 7, Estate Planning, Wealth Accumulation, Asset Allocation, Strategic Financial..., Wealth Management, Disability Insurance, Investment Advisory, Trust Services, Investments, Mutual Funds, Long Term Care Insurance
Education
San Francisco State University 1970 — 1972
M.A., Economics
University of California, Berkeley 1967 — 1969
B.S., Business Administration
University of California, Santa Barbara 1965 — 1967
Mesa Management, Inc. January 2014 - Present
StarCom July 1995 - September 2012
AMSI March 1992 - June 1995
Ensign & Associates April 1990 - February 1992
Equity Assurance Corporation March 1987 - April 1990
Security Pacific National Bank April 1985 - March 1987
Crocker National Bank June 1984 - June 1985
Mortgage Bankers Association June 1984 - August 1984
Skills
Sales Management, Direct Sales, Property Management, Selling, Account Management, Customer Relations, Real Estate, Negotiation, New Business Development, Team Building, Public Speaking, Team Leadership, Customer Service, Sales, Marketing
Education
San Diego State University-California State University 1980 — 1985
B.S. Business Administration, Financial Services
Corona Del Mar High School 1977 — 1980
Delta Dental October 1989 - Present
Computer Sciences Corporation November 1985 - September 1988
CROCKER NATIONAL BANK August 1976 - April 1985
Skills
HIPAA, Healthcare, Writing, Compliance, Editing, Insurance, Outlook, Word, Excel, PowerPoint, Microsoft Office, Customer Relations, Administration, Customer Service, Newsletters, Microsoft Excel, Microsoft Word, Health Insurance, System Administration, Employee Benefits, Training, Process Improvement, Visio, Team Building, Leadership, Policy, Employee Relations, Program Management, Human Resources, Vendor Management, Claim, Analysis, Recruiting
Education
California State University-Sacramento 1972 — 1976
B.S., Journalism
Applied Financial Planning Inc July 1986 - Present
UC Irvine 1988 - 1992
Crocker National Bank January 1979 - June 1986
Skills
Retirement Planning, Estate Planning, Investment Management, Tax Preparation, Tax Planning, Strategic Planning, Accounting, Management Consulting, Investments, Finance, Securities, Financial Advisory, Wealth Management, Strategic Financial..., Employee Benefits, Management, Financial Planners, Small Business, Asset Allocation, Financial Services, Financial Planning, Insurance, Banking, Financial Markets, Financial Analysis, 401k, Wealth, Alternative Investments, Tax, Life Insurance, Series 63, CPA, Retirement, Credit, Risk Management, Investment Advisory, Fixed Annuities, Long-term Care, Trusts, Auditing, IRAs, Portfolio Management, Marketing, Investment Strategies, Series 7, CRM, Certified Financial..., Mutual Funds, Asset Managment, Disability Insurance
Education
Ashford University
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.69 - Cum Laude
University of Southern California
CFP, Personal Financial Planning Program
Communicate Write November 1990 - Present
International Association of Business Communicators June 2010 - June 2012
San Diego Social Venture Partners 2010 - 2011
International Association of Business Communicators, San Diego 2004 - 2010
Mercer 1986 - 1988
Aon Consulting 1984 - 1986
Watson Wyatt 1980 - 1984
Crocker National Bank 1979 - 1981
University of Michigan 1971 - 1974
Skills
Employee Benefits..., Strategic Communications, Internal Communications, Marketing Communication, Communication Audits &..., Employee Engagement, Marketing Communications, Research, Writing, Copywriting, Message Development, Press Releases, Marketing Strategy, Crisis Communications, Communications Planning, Media Relations, Public Relations, Copy Editing, Newsletters, Corporate Communications, Public Speaking, Marketing, Speech Writing, Communication Training, Creative Writing, Strategic Planning, Leadership, Creative Direction, Reputation Management, Management, Corporate Social..., Content Development, Publicity, Blogging, Public Affairs, Community Development, Web Content, Publications, Crisis Management, Editing, Spokesperson, Integrated Marketing
Education
University of Michigan 1970 — 1974
M.A., Ph.D. candidacy, English Language and Literature
University of Michigan
M.A., English Language and Literature, General
Red Door Pictures-Owner December 2014 - Present
Pets n Their People Photography July 2013 - Present
Pets n Their People Photography July 2013 - Present
Carpets Plus Inc. February 2001 - Present
Crocker National Bank March 1979 - August 1983
Skills
Customer Service, Event Management, Outlook, Team Building, Contract Negotiation, Strategic Planning, Microsoft Office, Budgets, New Business Development, Negotiation, Sales, Event Planning, Leadership, Sales Management, Investment Properties, Photography, Real Estate Transactions, Foreclosures, Real Estate, Social Media, Social Networking, Management, Property Management, Social Media Marketing
Education
Folsom Lake College 2001 — 2001
Real Estate Appeaisal
American River College, Folsom Lake College
Real Estate
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
The Clorox Company April 2010 - Present
IBM Corporation March 2006 - April 2009
Gap Inc. 2000 - 2006
Charles Schwab & Co., Inc. 1992 - 1999
Citibank 1985 - 1990
Crocker National Bank 1981 - 1983
Skills
Service Delivery, IT Operations, ITIL, Vendor Management, SLA, Resource Management, Incident Management, People Management, Process Improvement, Computer Hardware, Process Engineering, Troubleshooting, Contract Negotiations, Change Management, IT Service Management, Customer Relations, Team Management, Team Leadership, Team Building, Problem Solving, Documentation, Outsourcing, Cloud Computing, IT Management, Performance Management, Administration, Vendor Relations, Sla, Budgets, Business Intelligence, Business Process..., CRM, Call Centers, Contract Negotiation, Cross-functional Team..., Customer Experience, IT Strategy, Information Technology, Leadership, Management, PMO, PMP, Program Management, Project Delivery, Project Management, Software Documentation, Strategic Planning, Strategy, System Administration, System Deployment
Education
California State University-East Bay 1978 — 1980
Wells Fargo September 1983 - Present
Crocker National Bank June 1981 - September 1983
Security Pacific National Bank October 1976 - June 1981
Skills
Commercial Lending, Financial Management..., Banking, Financial Analysis, Business to Business..., Financial Markets, Underwriting, Commercial Banking, Financial Services, Investments, Credit Analysis, Corporate Finance, Entrepreneurship, Leadership, Relationship Management, Middle Market, Treasury Management, Small Business Lending, Portfolio Management
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA, Finance
University of Southern California 1972 — 1976
BS, Finance
Bank of America 2007 - Present
Bank of America 2001 - 2007
Bank of America 2000 - 2001
Bank of America 1994 - 2000
Continental Illinois National Bank and Trust (acquired by Bank Of America in 1994) 1985 - 1994
Crocker National Bank 1983 - 1985
Continental Illinois National Bank and Trust 1981 - 1983
Skills
Series 7, 63, 24, Risk Management, Credit Risk, Banking, Banking Relationships, Investment Banking, Due Diligence, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Credit, Financial Services, Relationship Management, Loans
Education
University of Iowa 1978 — 1980
Master of Business Administration (MBA)
University of Iowa 1974 — 1978
Bachelor of Business Administration (BBA)
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
First Republic Bank May 2001 - Present
San Francisco Symphony 1992 - 2000
The Pacific Bank June 1986 - April 1993
The Pacific Bank 1986 - 1993
First National Bank of Omaha March 1984 - November 1984
Manufacturers Hanover Trust July 1981 - January 1984
Crocker National Bank September 1978 - July 1981
The Chartered Bank of London September 1976 - July 1978
Education
Golden Gate University 1979 — 1981
Masters of Business Administration, Finance and Accounting
University of California, Berkeley 1973 — 1976
A.B., Exercise Physiology
Large Financial Institution January 2015 - Present
SCORE Chicago April 2013 - Present
BMO Capital Markets August 1991 - October 2013
Nikko Securities International June 1987 - August 1991
Crocker National Bank 1984 - 1987
Crocker National Bank 1982 - 1984
Skills
Fixed Income, Equity Trading, Series 7, Hedging, Capital Markets, Securities, Cash Management, Bloomberg, Investment Banking, Risk Management, Investments, Treasury, Trading, Finance, FX Options, Employee Training, Mentoring, Team Mentoring, Fixed Income Analysis, Working Capital..., Communication, Writing, Investment Strategies, Tutoring, Teaching, Return on Investment..., Personal Finance, Blogging, Capital Markets Advisory, Funding Facilitation, Personal Investing, Money Markets, Derivatives, Banking, Equity Derivatives, Proprietary Trading, Market Risk, Structured Products, Bonds, Trading Systems, Equities, Money Market, Options
Education
UCLA Anderson School of Management 1979 — 1982
MBA, Finance
University of Wisconsin-Madison 1977 — 1979
B.S., Economics
Washington University in St. Louis 1975 — 1977
Nicolet High School 1971 — 1975
Northwestern University
Northwestern University
Charlesworth Productions LLC 2012 - Present
Stanford Consulting Group, Inc. 1987 - Present
The MAC Group, Inc. 1983 - 1986
Crocker National Bank 1979 - 1981
Barclays Bank of California 1976 - 1979
Ohio Civil Rights Commission 1973 - 1976
Skills
Strategy, Entrepreneurship, Marketing, Market Research, Strategic Planning, Marketing Strategy, Analysis, Project Management, Litigation, Nonprofits, Management, E-commerce, Social Media, Email Marketing, Digital Media, Strategic Communications, Content Development, Start-ups, Strategic Partnerships, Research, Business Development, Business Strategy, Analytics, Public Relations, Leadership, Marketing Communications, Social Networking, Social Media Marketing, Product Marketing, Editing, Video Production, Product Management, Management Consulting, Mergers & Acquisitions, Fundraising, Business Planning, Competitive Analysis, New Business Development, Proposal Writing, Event Management, Contract Negotiation, Class Actions, New Media, Courts, Public Speaking
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Stanford University Continuing Studies
Yale University
Graduate study in comparative literature
Miami University
AB, English, summa cum laude
BNR Associates August 1979 - Present
The Arizona Bank January 1980 - January 1990
Mowhawk Data Systems January 1959 - November 1980
Crocker National Bank October 1970 - December 1972
Xerox January 1961 - January 1969
Skills
Marketing, Real Estate, Loans, Strategic Planning, Credit, Business Strategy, Business Planning, Investments, Finance, Small Business, Accounting, Coaching, New Business Development, Business Development, Mergers & Acquisitions, Start-ups, Entrepreneurship, Strategy, Executive Management, Strategic Financial..., Due Diligence, Business, Management Consulting, Sales
Education
University of Nebraska-Lincoln 1959 — 1961
BA Business/Piblic Relations, Business Public Relations/Journalism
University of Nebraska at Omaha 1955 — 1959
Associate Degrees in Enginering and Physiology, All of these
Malibu Properties Inc. dba Malibu Premier Properties 2009 - Present
City Funding 1992 - Present
OneCentral Bank aka Central Bank of Glendale 1983 - 1986
Mercantile National Bank 1982 - 1983
Crocker National Bank 1978 - 1979
Union Bank 1973 - 1978
Skills
Real Estate, Sellers, Investments, Mortgage, Leases, Investors, Real Estate Transactions, Loans, Luxury, 1031 Exchanges, Brokerage, Mortgage Banking, Real Estate Development, Short Sales, Property Management, Investment Properties, Foreclosures, Residential Homes, REO, First Time Home Buyers, Real Estate Financing, Refinance, Commercial Real Estate, Credit, Finance, Mortgage Lending, Financial Analysis
Education
University of Southern California
BS, Finance & Accounting
Union Bank of California 2006 - 2008
Citibank/Smith Barney - Commercial Banking/S.F. Peninsula, Sta.Clara & Monterey Counties 2002 - 2006
Third National Bank of Nashville 1999 - 2002
Crocker National Bank/Wells Fargo Bank - Commercial Lending Group 1977 - 1999
Crocker National Bank 1973 - 1983
Crocker National Bank 1973 - 1983
Crocker National Bank 1973 - 1983
Skills
Banking, Commercial Banking, Credit, Loans, Mortgage Lending, Credit Risk, Small Business Lending, Relationship Management, Commercial Lending, Cash Management, Credit Analysis, Portfolio Management, Treasury Management, Retail Banking, Cross Selling, Consumer Lending, Wealth Management, Credit Cards
Education
University of San Francisco 1975 — 1977
Master of Business Administration, Finance
University of San Francisco 1971 — 1975
BS, Finance/International Business
St. Ignatius College Preparatory 1969 — 1971
High School Diploma
KeyBank June 2013 - Present
Foam on the Range 2009 - Present
Rotary Club of Centennial May 2001 - Present
Palos Verdes Civic Association October 2008 - September 2013
Landmark Financial Corporation December 2012 - June 2013
ATBS Leasco February 2010 - April 2012
Landmark Financial Corporation (Equipment financing firm) November 1987 - September 2009
First Union Home Equity Corporation June 1985 - October 1987
Citizens Bank October 1983 - June 1985
Crocker National Bank August 1980 - October 1983
Skills
Beer Judge..., Recognized, Credit Analysis, Licensed Motor Vehicle..., Notary Public, Commercial Leasing
Education
University of Iowa - Henry B. Tippie College of Business 1975 — 1979
B.B.A., Finance and Marketing
University of Iowa
Bachelor of Business Administration, Finance and Marketing
Thornburg & Co., Inc. January 1994 - Present
XRoads Solutions Group June 2006 - March 2008
Taurus Capital Group, Inc. September 1998 - November 2001
Kibel, Green Inc. November 1994 - June 1997
Bridgewater Resources Corp. September 1987 - December 1993
Kidd, Kamm & Co. June 1986 - August 1989
Crocker National Bank February 1986 - May 1986
Security Pacific Capital Markets Group, Inc. July 1977 - January 1986
The Ralph M. Parsons Company July 1967 - June 1977
Education
Harvard Business School 1994 — 1994
AMP
New York University 1970 — 1972
MBA
UCLA 1966 — 1967
MS
University of Wisconsin 1961 — 1966
BS
Tecnológico de Monterrey 1963 — 1964
Pascack Valley
Innovate Global Consulting February 2012 - Present
Robert Half International June 2008 - Present
Drumbell Communication June 2004 - Present
Charles Schwab & Co., Inc. August 2002 - December 2007
Charles Schwab May 1997 - November 2001
Bank of America 1989 - 1997
Aria International 1988 - 1988
First Nationwide Bank 1987 - 1988
Citibank March 1983 - 1987
Crocker National Bank 1979 - 1983
Skills
Process Improvement, Start-ups, SDLC, Project Management, Risk Management, Agile Methodologies, Project Portfolio..., PMO, Resource Management, ITIL, Management, Auditing, Strategic Planning, Information Technology, Leadership, Business Process, Strategy, Software Development, Training, Quality Assurance, Consulting, Business Intelligence, Vendor Management, Human Resources, Business Process..., Six Sigma, CRM, Business Analysis, Executive Management, Program Management, Integration, Outsourcing, Governance, IT Strategy, IT Management, Cross-functional Team..., Software Project..., Management Consulting, Change Management
Education
California State University-East Bay 2002 — 2003
MBA, Transnational Marketing
University of California, Berkeley
BA, Social Science
University of California, Berkeley
K-12 Teaching Credential, Education - Bilingual/Bicultural
A Voice Found, Inc. 2005 - Present
Robert Mondavi Corporation 1981 - 2003
Meredith Associates 1978 - 1979
Crocker National Bank 1974 - 1978
Transamerica Corporation 1972 - 1974
Skills
Career Counseling, Non-profits, Program Management, Leadership, Strategic Planning, Sales, Nonprofits, Budgets, Business Strategy, Career Development, Marketing, Marketing Strategy
Education
San Francisco State University
BA, English Literature
Harvard Business School
Negotiation & Mediation
Bank of the West January 2014 - Present
Bank of the West May 1996 - January 2014
First Interstate Bank October 1988 - May 1996
Citi June 1986 - September 1988
Crocker National Bank January 1981 - June 1986
Cobb-Vantress September 1975 - October 1981
Peace Corps September 1969 - December 1973
Skills
Credit, Commercial Banking, Asset Based Lending, Small Business Lending, Commercial Lending, Strategic Planning, Customer Service, Banking, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Cash Management, Management, Treasury Management, Sales Management
Education
California Polytechnic State University-San Luis Obispo 1974 — 1975
Master of Science (MS), Animal Sciences/Ag Business Management
St Mary's Seminary & University 1964 — 1968
Bachelor's degree, Philosophy
ProfitStars 1995 - September 2014
Friends of the San Francisco Public Library 2005 - 2014
Visa May 1999 - November 2009
Carreker Corporation 1997 - 1997
Federal Reserve Bank of San Francisco June 1986 - July 1994
Crocker National Bank 1972 - 1986
United States Air Force March 1967 - January 1971
Skills
ACH, Payments, Financial Institutions, E-payments, Electronic Payments, Cash Management, Banking, Payment Systems, Financial Services, Training, Retail Banking, Credit Cards, Treasury, Financial Analysis, Process Improvement, Internet Banking, FX Options, Finance, Core Banking, Relationship Management, Payment Card Processing, Debit Cards, Commercial Banking, Risk Management, Business Analysis
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Banking
Yale University 1962 — 1966
BA, Economics
Andover 1958 — 1962
Phillips Academy 1958 — 1962
PennyClick April 2011 - June 2013
Wells Fargo September 2010 - March 2011
Camulos Capital January 2007 - January 2009
DSC Advisors, LLC February 2004 - December 2006
Deltec Asset Management June 1995 - June 2000
Deltec Asset Management January 1986 - January 1991
Crocker National Bank June 1984 - June 1985
Skills
Strategic Planning, Marketing Strategy, Investments, High Yield, Trading, Sales, Non-profits, Fundraising
Education
Stanford University 1980 — 1984
BA, Economics and Political Science
Hotchkiss School 1978 — 1980
Pacific Coast Bankers' Bank March 2005 - Present
Federal Reserve Bank of San Francisco June 2000 - March 2005
Comerica Bank 1999 - 2000
California Bank & Trust 1996 - 1999
Bank of America 1989 - 1996
Wells Fargo Bank 1985 - 1989
Crocker National Bank 1984 - 1985
Skills
Financial Risk, Financial Services, Banking, Executive Management, Risk Management, Auditing, Finance, Credit Analysis, Commercial Banking, Enterprise Risk..., Credit, Accounting
Education
California State University-East Bay 1979 — 1984
First American Home Buyers Protection Corp. October 1992 - Present
Pro Mr. Z Realty 1990 - 1992
Crocker National Bank 1975 - 1976
Education
Fresno City College
None, General Education
Hoover High School, Fresno
E2 Consulting 2007 - Present
Coyote Point Museum for Environmental Education 2005 - 2006
StemCells, Inc. 2004 - 2005
Inhale Therapeutic Systems 1996 - 1998
Soane Technologies 1995 - 1996
GenPharm International 1993 - 1995
Raychem Corporation 1989 - 1993
Advanced Cardiovascular Systems 1986 - 1989
Crocker National Bank 1981 - 1984
Skills
Strategic Planning, Management Consulting, Start-ups, Strategy, Corporate Development, Program Management, Business Strategy, Business Development, Non-profit Leadership, Strategic Partnerships, Financial Modeling, Financial Analysis, Lean Operations, Interim Management, Change Management, Turn Around Management, Organizational..., Nonprofits, Management, Analysis, Finance, Executive Management, Consulting, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Private Equity, Due Diligence, Valuation
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
Stanford University 1978 — 1981
BA, Economics
Heritage Oaks Bank June 2013 - Present
First California Bank December 2005 - May 2013
Imperial Capital Bank 2001 - 2005
First Bank of Beverly Hills 1997 - 2001
First Los Angeles Bank / San Paolo U.S. Holding Company 1995 - 1997
Western Federal Savings 1990 - 1995
Office of Thrift Supervision 1986 - 1990
Crocker National Bank 1984 - 1986
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Real Estate and Finance
University of California, Los Angeles 1979 — 1984
Bachelor of Science, Economics/System Science
California State University, Sacramento January 2013 - Present
Staking Financial Consultants January 2010 - December 2013
St. Mary's College of California June 2013 - August 2013
Colorado State University - Fort Collins December 2007 - February 2011
Micro Insurance Academy March 2010 - 2011
Inter American Development Bank August 1991 - August 2007
Crocker National Bank July 1980 - January 1985
Skills
Microfinance, Economic Development, Econometrics, Economics, Macroeconomics, International..., Risk Management, Emerging Markets, Strategic Planning, Business Strategy, Corporate Finance, Financial Analysis, Latin America, Research, Valuation, Policy Analysis, Financial Risk, Social Entrepreneurship, Portfolio Management, Public Policy, Spanish, Corporate Social..., International Relations, Program Management, Policy, Leadership, Insurance, Finance, Banking, Strategy, Analysis, Capacity Building, Managerial Finance, Capital Markets, Asset Management, Due Diligence, Financial Services, Corporate Governance, Management, Economic Research, Data Analysis, Financial Modeling, Financial Markets, Management Consulting, International Economics, Investments, Financial Regulation
Education
University of Pennsylvania - The Wharton School 1988 — 1990
PhD, Risk Management and Insurance; Finance
University of California, Berkeley 1978 — 1980
MBA, Finance and International Business
Brigham Young University 1972 — 1978
BA, Economics
Brandin & Associates 1996 - Present
Quick & Reilly 1993 - 1996
Charles Schwab 1988 - 1993
Sherson, Lehman Hutton 1987 - 1988
Crocker National Bank 1977 - 1986
Skills
Investments, Portfolio Management, Banking, Wealth Management, Private Equity, Venture Capital, Retirement Services, Mergers, Investment Advisory, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Valuation, Asset Managment, Retirement, Investment Banking, Due Diligence, Hedge Funds, Asset Allocation, Equities
Education
Harvard Business School 1991 — 1991
Executive Management Studies, Marketing
The University of Chicago 1973 — 1976
MBA, Finance
Stanford University 1968 — 1972
Bachelor of Science (BS), Political Science and Government
Duff Ackerman & Goodrich LLC April 2006 - Present
CoveyOak Vineyards September 1993 - Present
Kelmscott Communications September 2001 - April 2006
International Asset Systems July 2000 - September 2001
Willis Lease Finance Corporation September 1997 - May 2000
Triton Container 1984 - 1997
Crocker National Bank September 1982 - April 1984
Bank of America September 1977 - September 1982
Skills
Private Equity, Corporate Development, Restructuring, IPO, Investor Relations, Finance, New Business Development, Venture Capital, Start-ups, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Risk Management, Business Planning, Investment Banking, Due Diligence, Valuation, M&A experience
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
California State University-Chico
Bachelor's degree, Business/Commerce, General
University of California June 2013 - Present
Bank of the West April 2012 - November 2012
Bank of the West March 2011 - April 2012
Wells Fargo Bank January 2010 - December 2010
Wachovia Bank 2007 - January 2010
World Savings August 1997 - September 2007
Bank of America 1994 - 1997
World Savings April 1983 - June 1994
Crocker National Bank June 1978 - April 1983
Skills
Business Analysis, SDLC, Mortgage Lending, Process Improvement, Vendor Management, Risk Management, Business Requirements, Banking, Commercial Lending, Mortgage-backed...
Education
Boston College 1974 — 1978
BS Business Administration, Computer Science
Robert Half Management Resources May 2009 - Present
CSAA 2009 - Present
World Savings/Wachovia Bank 1996 - 2008
Wells Fargo Bank 1986 - 1989
Crocker National Bank 1981 - 1986
Education
Stanford University
Great Place to Work Institute, Inc. December 2007 - September 2009
Chela Education Financing May 2000 - October 2006
Palo Alto Medical Foundation 1997 - 1998
Federal Home Loan Bank of San Francisco October 1987 - January 1990
Wells Fargo May 1985 - May 1986
Crocker Bank August 1976 - May 1985
Crocker National Bank 1976 - 1985
Skills
Budgeting, Access, Reporting & Analysis
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance
Cornell University 1967 — 1971
BA, Sociology
Inter American Development Bank Manager, Project FinanceOverseas Private Investment Corporation1987 - 1996
Midland Bank Plc 1985 - 1986
Crocker National Bank 1981 - 1985
Deloitte, Haskins & Sells 1980 - 1981
Itel Corporation 1979 - 1980
Skills
Project Finance, Corporate Finance, Structured Finance, Emerging Markets, Credit Risk, Microfinance, Latin America, Financial Structuring, Private Equity, Capital Markets, Commercial Banking, Restructuring, Trade Finance, Risk Management, Debt Restructuring, Finance, Financial Modeling
Education
University of South Carolina-Columbia 1976 — 1978
Masters in International Business Studies, International business
Randolph-Macon College 1972 — 1976
Bachelor of Science, Economics
Ferguson High School
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Bankwell Bank June 2010 - Present
Patriot National Bank May 2001 - March 2008
Summit Bank December 1995 - May 2001
JE RobertCompany of New England July 1994 - December 1995
The Chase Manhattan Bank May 1991 - July 1994
Sikorsky Aircraft January 1986 - December 1990
Crocker National Bank November 1979 - March 1985
Skills
Commercial Lending, Banking, Small Business Lending, Loans, Credit, Commercial Mortgages, Consumer Lending, Underwriting, Real Estate, Loan Origination, Mortgage Lending, Finance, Credit Analysis, Lines Of Credit, Relationship Management, Corporate Finance, Investment Properties, Commercial Real Estate
Education
Golden Gate University
Business
Hofstra University
BA, Anthropology
Simon Duval, Broker, Realtor 1994 - Present
RenaiXance 2001 - 2013
Affiliated Mortgage Brokerage 1993 - 2003
Simon Duval Equity Trading and Investments 1996 - 1999
Dean Witter Morgan Stanley 1994 - 1996
Capital Express Financial 1992 - 1993
Coldwell Banker Previews International 1990 - 1992
Coldwell Banker 1989 - 1992
TransCon Media Ent. 1985 - 1990
Crocker National Bank 1984 - 1985
Skills
Real Estate, Sellers, Short Sales, First Time Home Buyers, Investment Properties, Buyer Representation, Foreclosures, Relocation, Single Family Homes, Condos, REO, Residential Homes, BPO, International Marketing, Marketing, Marketing Strategy, Foreign Languages, Luxury, Real Estate Economics, Property, Negotiation, Contract Negotiation, Real Estate Transactions, Investors
Education
Georgetown University - The McDonough School of Business 1978 — 1981
MBA, BSFS, Business, Finance, International Affairs
Mission Hills Middle School, Fremont July 2009 - Present
Herron Real Estate Management, Inc. January 2001 - Present
Bonnie M Reeves Attorney at Law January 1994 - Present
Raymond Reeves Trust B 2007 - 2013
New Horizons School, Fremont January 2000 - July 2009
Alonzo and Reeves Attorneys at Law January 1983 - September 1994
Laguna Financial Corporation NASD September 1991 - August 1994
Crocker National Bank September 1978 - August 1983
Skills
Customer Service, Corporate Law, Strategic Planning, Public Speaking, Real Estate Development, Team Building, Event Planning, Real Estate Transactions, Teaching, Management, Negotiation
Education
Occidental College
M.A., History
USC Gould School of Law
JD, Law
University of California, Berkeley
B.A., History, Biological Science
iHomefinder, Inc. March 2011 - Present
DLL Bookkeeping Services 2010 - Present
IQ Smarter Investments May 2007 - March 2012
United States Tennis Association - Northern California January 2006 - December 2010
Women's Investment Club of Alameda April 1997 - June 2008
Maximize Events January 2005 - December 2007
Community Volunteer/Full-Time Parent January 1996 - December 2007
Citibank January 1986 - January 1996
Crocker National Bank January 1984 - January 1986
Bank of America January 1981 - December 1983
Skills
Budgets, Accounting, Product Marketing, Analysis, Event Planning, Fundraising, Payroll, Marketing, Leadership, Financial Analysis, Business Strategy, Finance, Sales, Customer Service, Small Business, Management
Education
Golden Gate University
MBA; Master's, Marketing; Program
Singapore American High School
University of California, Berkeley, Haas School of Business
BS, Marketing/Accounting
Loyola Marymount University 2009 - 2013
Hongkong & Shanghai Banking Corporation Ltd (HSBC) 1990 - 1994
Security Pacific Bank 1986 - 1990
Crocker National Bank 1981 - 1986
Wells Fargo Bank 1979 - 1981
Education
Georgetown University
B.S.
University of California, Los Angeles
M.S.
Stuart Greenberg, Inc. March 1986 - Present
Stuart Greenberg, Inc. January 1986 - Present
The National Bank of Washington January 1975 - March 1986
NBW International Banking Corporation January 1983 - January 1986
Stuart Greenberg, Inc. November 1982 - September 1983
Stuart Greenberg, Inc. January 1980 - October 1982
Stuart Greenberg, Inc. March 1976 - December 1979
Stuart Greenberg, Inc. January 1975 - March 1976
Crocker National Bank March 1974 - September 1974
Skills
Loans, Credit Analysis, Banking, Commercial Banking, Credit, Commercial Lending, Financial Structuring
Education
The George Washington University
M.A, International Affairs
University of Alabama
B.A, Political Science
University of Maryland University College
Occelli Immobilier 2012 - 2013
Herman Weiskker 2000 - 2005
First City Real Estate 1998 - 2002
ICMIC 1997 - 1999
ICMIC 1997 - 1999
First Interstate Bank 1991 - 1993
E J de la Rosa 1988 - 1990
Crocker National Bank 1984 - 1986
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Property Management, Leases, Investment Properties, Change Management, Brokerage, Residential Homes, Luxury, Disposition, Investments, Selling, Valuation, Investors, Corporate Real Estate, Real Estate Financing, Real Property, Commercial Real Estate, Apartments, Due Diligence, Tenant, Asset Management, Land Acquisition, Landlords, Acquisitions, Location Intelligence, Lease Negotiations
Education
University of Rhode Island 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Ecole supérieure des ressources et matériaux minéraux 1979 — 1981
Ingénieur, Minéraux
Lycée Masséna 1972 — 1978
Baccalaureat, Mathematics
William Euphrat Municipal Finance, Inc. 1988 - Present
EF Hutton 1984 - 1988
Crocker National Bank 1982 - 1984
Skills
Bonds, Public Finance, Debt, Municipal, Financial Analysis
Education
University of Pennsylvania 1977 — 1979
MA, Public Policy Analysis
Stanford University 1972 — 1976
BA
Austin Gastroenterology January 2008 - Present
Fireman's Fund Insurance Company September 2002 - July 2005
Visa International Service Association January 2001 - December 2001
Strategic Procurement Solutions January 2001 - March 2001
Bank of America May 1993 - October 2000
Resolution Trust Corporation June 1990 - June 1992
Gibraltar Savings August 1987 - June 1990
Fireman's Fund Insurance Company May 1987 - July 1987
Wells Fargo Bank June 1986 - October 1986
Crocker National Bank December 1981 - June 1986
Education
St. Petersburg College 1966 — 1968
AA, Hotel & Restaurant Management
Culinary Institute of America 1964 — 1966
AOS, Occupational Studies
HP, NonStop Systems Division April 1990 - October 2005
Expressway Inc June 1988 - March 1990
Sprint Communication Corporation August 1984 - May 1988
Crocker National Bank August 1979 - June 1984
Scott Paper Company March 1970 - June 1979
Skills
Strategy, Business Intelligence
Education
La Salle University 1972 — 1978
BS, Business Administration
Institute of Computer Management 1969 — 1970
Diploma, Computer Programming and Systems
Central High School 1965 — 1968
BA, Academic
Mechanics Bank May 2002 - June 2010
IFSA 1988 - 2004
IFSA 1988 - 2004
Union Bank of California 1989 - 2001
Crocker National Bank 1983 - 1985
The Bank of California, N.A. 1978 - 1983
Skills
Compliance, Banking, Risk Management, Strategic Planning, Product Development, International Trade, Problem Solving, Microsoft Office, Trade Finance, Operations Management, Letters Of Credit, Policy, Product Management, Risk, Coaching, Budgeting, Team Building, Financial Risk, Letters of Credit, Budgets, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Credit Risk
Education
Saint Mary's College of California 1969 — 1973
BA, Economics
Fairbridge Capital Markets December 2014 - Present
Hedrick Huxley LLC January 2011 - September 2014
Finacorp Securities December 2010 - June 2011
Jesup & Lamont 2008 - 2009
Blaylock & Partners, L.P. 2004 - 2008
Jackson Securities 1999 - 2004
Artemis Capital Group, Inc. 1996 - 1999
Rauscher Pierce Refnes, Inc. 1994 - 1995
J.P. Morgan 1984 - 1994
Crocker National Bank 1981 - 1984
Skills
Budgets, Fixed Income, Capital Markets, Bonds, Public Finance, Investments, Contract Negotiation, Investment Banking, Securities, Asset Managment, Series 7, New Business Development, Real Estate Development, Valuation, Asset Management, Equities, Structured Finance, Finance, Mergers & Acquisitions, Credit, Alternative Investments, Banking, Project Finance, Financial Services, Hedge Funds, Due Diligence, Loans, Financial Structuring, Private Equity, Portfolio Management, Corporate Finance, Financial Modeling, Trading, Financial Advisory, Structured Products, Bloomberg, Mutual Funds, Series 63, Derivatives, Investor Relations, Investment Strategies, Investment Management, Asset Allocation, Strategic Financial..., Series 24, Financial Markets, Equity Trading, Credit Analysis, Financial Analysis, Securitization
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1975 — 1976
Worked towards a MPA, Public Administration
George Mason University 1967 — 1971
BA, American History
Druid Advisory Services 1988 - Present
Den Norske Creditbank 1985 - 1988
Crocker National Bank 1982 - 1985
Citi 1980 - 1982
Citicorp 1978 - 1980
Skills
Teaching, Publishing, Proofreading, Management, Marketing Communications, Time Management, Public Relations, International Relations, Staff Development, History, Leadership, Strategy, Banking, Books, Higher Education, Research, Editing, Commercial Lending, Strategic Planning, Finance, Lecturing, Start-ups, Microsoft Office, English, Public Speaking, Project Finance, E-Learning, Classroom, Event Management, Management Consulting, Distance Learning, Volunteer Management, Television, Coaching, Business Strategy, Instructional Design, Leadership Development, Creative Writing, Marketing, Customer Service, Social Networking, Economics, Entrepreneurship, Irish, Training, Loans
Education
European School of Economics
European School of Economics
Yale University
Bachelor’s Degree, Administrative Sciences and Psychology (dual major)
Harvard Business School
Master of Business Administration (M.B.A.), Finance and Management (dual concentration)
University of Wales Trinity Saint David
Master’s Degree, Celtic Studies, With Distinction
Global AIDS Interfaith Alliance (GAIA) 2007 - Present
Compass Technology Group, Inc. 1988 - Present
Crocker National Bank August 1975 - September 1984
Crocker Bank 1975 - 1984
Skills
Event Planning, Public Speaking, Venture Capital, Executive Management, Fundraising, Strategy, Editing, Investments, Corporate Development, Mergers & Acquisitions, Start-ups, Strategic Planning, Financial Modeling, Capital Raising, Investor Relations, Strategic Partnerships, Non-profits, Nonprofits, Private Equity, Philanthropy, Corporate Finance, Angel Investing, Financial Analysis, Valuation, Leadership, Restructuring, Due Diligence
Education
Darden Graduate School of Business Administration 1973 — 1975
MBA, Finance
Hollins University 1969 — 1975
BA, Economics
Center for Justice and Accountability January 2014 - Present
Consulting May 2013 - Present
Congregation Beth Sholom March 2008 - June 2013
Consulting 2003 - 2008
Multiple Organizations 1997 - 2008
BMK Sports, Inc. 1986 - 1997
Aim High September 1993 - May 1994
Crocker National Bank 1984 - 1986
Consulting 1982 - 1984
Association of Tennis Professionals (ATP) 1980 - 1982
Skills
Executive Management, Budgeting, Finance, Program Management, Operations Management, Business Strategy, Management Consulting, Administration, Strategic Financial..., Volunteer Management, Internal Communications, Event Management, Conferences, Budgets, Public Relations, Strategy, Nonprofits, Strategic Planning, Program Development, Management, Project Management, Marketing, Grant Writing, Community Outreach
Education
Northwestern University - Kellogg School of Management
Professional Development - November 2010, Executive Management for Jewish Leaders
Boston University - School of Management 1980 — 1982
MBA, Marketing
Williams College 1973 — 1977
BA, Psychology
Cathay Bank June 2009 - Present
US Bank (Successor to Mellon 1st Business Bank) 2007 - 2009
First California Bank (Successor to Mercantile National Bank) 2006 - 2007
Israel Discount Bank of New York 1996 - 2006
First Los Angeles Bank 1986 - 1995
Crocker National Bank 1983 - 1986
Lloyds Bank California 1980 - 1983
Education
Central Connecticut State University
MS, Counseling
Simmons College - Simmons School of Management
MBA
University of Rochester
BA, English & Psychology
The ZTL Companies 2005 - Present
I-Salsbury-AG, Inc. 1991 - Present
Athra Trading-NY, Inc. 1996 - 2003
Athra Trading-NY, Inc. 1996 - 2003
The Brown Companies 1992 - 1995
Kenmare Capital Corp. 1986 - 1991
Drexel Burnham Lambert 1985 - 1986
Merrill Lynch Capital Markets 1983 - 1985
Crocker National Bank 1982 - 1982
Bear Stearns & Company, Inc., 1980 - 1980
Skills
Corporate Finance, Venture Capital, Accounting, Mergers, Entertainment, Reverse Mergers, Entrepreneur, Investments, Entrepreneurship, Due Diligence, Start-ups, Capital Markets, Business Development, LBO, Hedge Funds, Finance, Private Equity, Options, Valuation, Business Valuation, Strategy, Capital, Mergers & Acquisitions, Trading, Joint Ventures, Private Placements, Corporate Development, Emerging Markets, Investment Banking, Alternative Investments, Financial Modeling, Restructuring, IPO, Equities, Financial Analysis
Education
University of Chicago - The Booth School of Business 1981 — 1983
MBA, Accounting, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, Multinational Enterprise
Georgetown University - The McDonough School of Business - Summer Program 1978 1978 — 1978
Summer On Capital Hill
SeaFrist National Bank October 1977 - November 1983
Saudi Security Services January 1983 - October 1983
Crocker National Bank October 1971 - September 1977
Old Saybrook Police Department September 1955 - July 1971
Education
University of Connecticut 1963 — 1968
BS, Business
Charles Schwab April 1987 - Present
L. F. Rothschild February 1983 - April 1987
Crocker National Bank January 1980 - February 1983
Skills
Securities, Wealth Management, Mutual Funds, Financial Services, Investments, Risk Management, Leadership, Strategic Planning, Asset Allocation, Portfolio Management
Education
University of Puget Sound 1976 — 1980
Bachelor's Degree, Economics
Clifton S. Thomas, CPA November 1996 - Present
Crocker National Bank February 1978 - July 1984
Skills
Tax Returns, IRS, Financial Statements, Auditing, Partnership Taxation, Strategic Financial..., Tax Preparation, Accounting, S Corporations
Education
Golden Gate University 1988 — 1992
Masters, Tax
Baptist College at Charleston 1970 — 1972
BS
Fragner Seifert Pace & Winograd, LLP PartnerSonnenschein Nath & Rosenthal LLPMarch 1998 - July 2008
Graham & James. LLP June 1986 - February 1998
Crocker National Bank April 1984 - May 1986
Gibson, Dunn & Crutcher LLP September 1979 - April 1984
Skills
Investments, Real Estate, Due Diligence, Commercial Real Estate, Corporate Law, Mergers & Acquisitions, Private Equity, Real Estate Economics, Corporate Governance, Civil Litigation, Joint Ventures, Finance
Education
Stanford University Law School 1977 — 1979
JD, Law
Stanford University 1972 — 1976
BA, Human Biology
Rabobank N.A. July 2015 - Present
Landmark CDC August 2013 - July 2015
Citizens Business Bank 2010 - August 2013
CDC Small Business Finance 2007 - 2010
Zions Bank 2005 - 2007
California Statewide CDC 1994 - 2005
Crocker National Bank 1983 - 1989
Skills
Credit Analysis, Mortgage Lending, Commercial Banking, Credit, Portfolio Management, Loans, Relationship Management, Strategic Planning, Investments, Underwriting, Commercial Lending, Banking, Real Estate, Business Development, Finance, Branch Banking, Small Business Lending
Education
Santa Clara University
Master of Business Administration (MBA)
California State University-San Jose
Bachelor of Science (BS), Psychology
Union Bank 1998 - Present
PricewaterhouseCoopers LLP June 1987 - June 1992
Fireman's Fund Insurance Company June 1982 - June 1987
Crocker National Bank September 1979 - April 1982
Skills
Valuation, Financial Modeling, Portfolio Management, Corporate Finance, Capital Markets, Bloomberg, Investments, Investment Banking, Fixed Income, Financial Analysis, Equities, Asset Management, Credit Analysis, Private Equity, Due Diligence, Derivatives, Hedge Funds, Banking, Alternative Investments, Credit, Finance, Investment Management, Mergers & Acquisitions, Loans, Securities, Real Estate, Financial Planning, Financial Services, Risk Management, Business Strategy, Wealth Management
Education
CFA Institute 1983 — 1985
Chartered Financial Analyst, Investments and Securiites, Passed all Exams on Initial Testing
University of California, Los Angeles 1977 — 1979
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1973 — 1975
Bachelor's degree, Economics
World Campus Affloat 1972 — 1972
International Economics
M&T Bank 2007 - Present
Fifth Third Bank 2004 - 2007
Mellon Bank, N.A. 1990 - 2004
Security Pacific Bank 1987 - 1990
Security Pacific Bank 1985 - 1987
Crocker National Bank 1978 - 1985
Skills
Credit, Business Development
Education
Cornell University - Ithaca, New York
Bachelors of Science, Economics and Business
State University of New York at Binghamton
Masters of Science, Finance
Florida Builder Appliances September 2013 - Present
dba Artful Solutions January 2003 - Present
HSBC Private Bank 1999 - 2002
Sotheby's 1997 - 1999
dba Artful Solutions 1992 - 1997
MFJ International 1990 - 1992
Bank of California 1984 - 1989
Bank of America 1981 - 1984
Crocker National Bank 1978 - 1981
Brandon Applied Systems 1974 - 1978
Skills
VSAM, ISPF, MVS, JCL, JES2, Fileaid, COBOL, TSO, Endevor, Testing, Analysis, Documentation, Programming, Requirements Analysis, Databases, Troubleshooting, Deployment, Installation, Integration, Software Installation, Planning, CA-Datacom/Ideal, Project Life Cycle, 4GL, Relational Databases, User Acceptance Testing, XML, DB2/SQL, CICS, Easytrieve, DB2, HTML, IBM Utilities, Syncsort, IBM Mainframe, OS/390, CLIST, SQL, Consultants, Project Planning, Systems Analysis, Production Support, Software Project..., z/OS, Disaster Recovery, Operating Systems
Education
City College of San Francisco 1979 — 1980
UC Berkeley Extension, SF 1978 — 1979
1st Western Group, Inc. March 1985 - Present
California Valley Bank 1977 - 1984
Crocker National Bank 1960 - 1977
Skills
Accounting, Strategy, Budgets, Financial Reporting, Loans, Sales Management, Management, Investments, Mortgage Lending, Portfolio Management, Credit, Commercial Lending, Banking, Asset Based Lending, Wealth Management
Education
Pacific Coast Banking School 1967 — 1969
Banking
Cafornia State University - Fresno 1948 — 1955
B.A, Buiness and Agriculture
California State University, Fresno 1948 — 1955
BA, Business
Jackie Silva Piano Studio 2010 - Present
Arthur Schreck CPA 1994 - 2009
Jacqueline Silva-Schreck Piano Studio 1987 - 2006
Casa Montessori School 1994 - 2002
St. John's Catholic School 1992 - 1994
Crocker National Bank 1980 - 1982
Crocker National Bank 1979 - 1980
Skills
Finance, Variance Analysis, Financial Statements
Education
Lone Mountain College 1975 — 1977
MA, Creative Arts Therapy
San Francisco Conservatory of Music 1959 — 1976
Piano
University of San Francisco 1969 — 1973
BA, Psychology
St Paul High School
Xerox Corporation 1980 - 1989
Crocker National Bank 1977 - 1979
BancOhio (National City Bank) 1975 - 1976
Skills
Strategy, Business Process..., Process Improvement, Business Analysis, Cross-functional Team..., Change Management, Business Process, Management, Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1979 — 1980
Master of Business Administration (M.B.A.), Finance, Marketing
The Ohio State University 1975 — 1976
Bachelor of Science, Accounting
Miami University 1972 — 1974
Associate's degree, Accounting
UAHS
East West Bank January 2012 - Present
WorkforceLogic June 2011 - December 2011
WorkforceLogic October 2010 - March 2011
East West Bank November 2009 - July 2010
United Commercial Bank (now East West Bank) September 2000 - November 2009
First Republic Bank April 1999 - August 2000
United Commercial Bank May 1998 - April 1999
United Commercial Bank 1988 - 1998
Hibernia Bank 1986 - 1988
Crocker National Bank 1982 - 1986
Education
University of San Francisco 1978 — 1982
BS, Accounting
BAE Systems IT October 1977 - September 2012
Crocker National Bank May 1976 - September 1977
Freeborn Toyota Forklift Products, San Diego December 1974 - April 1976
Lloyds Furniture Store, San Diego December 1972 - November 1974
Skills
DoD, Costpoint, Deltek, SharePoint, Configuration Management, Proposal Writing, Visio, Microsoft Office
Education
Christian Heritage College (1999-2001), San Diego, CA 1999 — 2001
pursuing a, Business Degree
University of Phoenix-San Diego Campus 1996 — 1997
pursuing a, Business Degree (1996-1997)
East Bay Center for the Performing Arts 2004 - 2012
Primary Payment Systems 2001 - 2003
Wally Industries dba WJM Technologies 1988 - 2000
Decision Analysis 1987 - 1987
Bracton Corporation 1986 - 1986
Crocker National Bank 1980 - 1986
California Public Utilities Commission 1978 - 1980
Skills
Research, Software Development, Statistics, Data Analysis, Strategic Planning, Project Planning, Project Management, Analysis, Team Leadership, Teamwork, Coaching, Organizational..., Leadership, Budgets, Team Building, Training, Teaching
Education
Stanford University 1976 — 1978
Master's Degree, Statistics
Stanford University 1976 — 1978
Bachelor's Degree, Economics
Reed College 1973 — 1975
Liberal Arts
Prudential California Realty March 2010 - Present
Down Syndrome Association of Los Angeles May 2009 - Present
California Resources and Training May 1995 - Present
Los Angeles Community Development Bank March 1996 - September 2000
First Interstate Bank 1993 - 1996
City National Bank June 1979 - September 1992
Crocker National Bank July 1976 - June 1979
Education
Pacific Coast Banking School 1984 — 1986
Certificate, Commercial Lending
University of Southern California - Marshall School of Business 1974 — 1976
MBA, Finance
Occidental College 1968 — 1974
A.B., Anthropology
Flynn Financial & Insurance Services January 2014 - Present
Austin Insurance Agency, Inc. 2011 - 2013
Diversified Financial 1985 - 2010
Crocker National Bank 1978 - 1985
Education
University of California, Santa Cruz
Bachelor's Degree
Commercial Lending January 1985 - Present
Wells Fargo Bank May 2006 - June 2008
JPMorgan Chase June 2000 - October 2005
Bank One (now Chase Bank) January 2000 - January 2005
FINOVA Capital Corporation January 1997 - January 2000
FINOVA Capital Corporation January 1988 - January 2000
FINOVA Capital Corporation January 1988 - January 2000
Finova Capital January 1988 - January 1997
Great American First Savings Bank January 1983 - January 1988
Crocker National Bank January 1975 - January 1982
Education
University of Phoenix
Bachelor of Science, Business Administration
University of Phoenix
Bachelors, Business Administration
San Manuel Indian Bingo and Casino September 2013 - Present
Automatic Data Processing - ADP January 2005 - October 2011
Automatic Data Processing - ADP December 2000 - January 2005
Automatic Data Processing - ADP June 1995 - December 2000
Bank of America (aka Valley Bank of Nevada & Security Bank of Nevada) October 1980 - June 1995
Crocker National Bank November 1973 - October 1980
Skills
Leadership, Team Building, Training, ADP Payroll, Budgets, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Outlook, General Ledger, Internet, Knowledge Management, Federal, State and..., Organizational..., Government Relations, Financial Risk..., Quality and Performance..., Project Management, Key Performance..., Office Management, PowerPoint, Problem Solving, Strategic Planning, Quality Assurance, Restructuring, Visio, Government & Legal..., Forensic Financial..., Financial Accounting, Management, Payroll, Process Improvement, Performance Management, Employee Benefits, Employee Relations, PeopleSoft, Human Resources, Analysis, Software Documentation, Vendor Management, Salesforce.com, Outlook
Education
University of California, Riverside - Extension Program 2012 — 2014
Certificate, Paralegal
University of Riverside, Riverside - Extension Program 2012 — 2014
Certificate, Professional Fiduciary
University of La Verne 2004 — 2006
Master of Business Administration, Management and Leadership, 3.8
University of La Verne 1994 — 1996
Bachelor of Science, Business Management, 3.5
Mount San Antonio College 1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General, 3.5
Keller Williams Realty Coastal Properties 2011 - Present
Main Street Realtors, Long Beach CA March 2009 - November 2011
Realty Executives Premium Properties May 2008 - March 2009
Crocker National Bank 1979 - 1984
Skills
Condos, Investment Properties, Single Family Homes, First Time Home Buyers, Investors, Sellers, Real Estate, Relocation, REO, Short Sales, Residential Homes, Referrals
Education
California State university, LosAngeles 1969 — 1972
Masters of Arts, Economics
Southern Methodist University 1965 — 1969
Bachelor of arts, Economics
L.A. Works January 2012 - April 2013
Trinity Broadcasting Network October 1984 - January 2012
Paulson Development Corporation May 1982 - October 1984
Far West Savings and Loan September 1980 - October 1982
Paulson Development Corporation May 1979 - September 1980
First Trust Bank October 1974 - May 1979
Crocker National Bank July 1971 - October 1974
United States Army March 1967 - October 1969
Hermetic Seal Corporation June 1965 - March 1967
Skills
Supervison and Training..., Design, layout, build..., Carpentry, Basic Electrical and..., Gold Leafing, Painting, MIG welding, Faux Finishes, Certified forklift,..., Making scale models of..., Repair and refinish..., Facilities Management, Create written..., Managed Maintenance..., Commercial Pilot with..., Heavy Equipment, Gold Leaf, Film, Television, Budgets, Broadcast Television, HD Video, Camera, Media Production, Digital Video, Video Production, Videography, Producing, Camera Operating, Post Production, Music Videos, Commercials, Video Editing, Sound, Video, Live Events, Production Managment, Final Cut Studio, Film Production, Broadcast, Avid Media Composer, Avid, Final Cut Pro, Voice Over, Lighting, Directing, Feature Films, Screenwriting, Radio, Documentaries
Education
North American University
MBA, Business Administration/Banking
Mt. San Antonio College
Associate of Science (A.S.), Commercial Aviation
Wells Fargo Bank, N.A. June 1984 - Present
First National TItle Company August 1982 - May 1984
Crocker National Bank 1980 - August 1982
Skills
Loans, Credit, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Refinance
Education
California Banking School 1994 — 1995
Banking and Financial Support Services
Mt. San Antonio College 1975 — 1976
General Studies
Home User January 1999 - Present
20th Century Ind October 1986 - January 1999
Bank of America October 1976 - October 1986
Crocker National Bank April 1971 - October 1976
PNC June 1969 - April 1971
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Budgets, ADP Payroll, Public Speaking, Management
Education
Allegheny College
As, Accounting and Finance
Slippery Rock University of Pennsylvania
Glencoe Capital Management LLC August 2014 - Present
Princeton in Asia 2012 - August 2014
Diversified Hedge Investment Advisors LLC 2001 - 2009
Croesus Capital Management 1993 - 2001
Merrill Lynch 1990 - 1992
J.P. Morgan 1985 - 1990
Crocker National Bank 1981 - 1985
Education
Uniwersytet Ekonomiczny we Wrocławiu (daw. Akademia Ekonomiczna im. Oskara Langego we Wrocławiu) 2015 — 2018
Doctoral Candidate in Finance, Finance
University of Wyoming 2009 — 2010
Master of Science (MS), Finance
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA)
Princeton University 1974 — 1978
A.B., History
Fireman's Fund Insurance Company September 1995 - Present
First Nationwide Bank / Cal Fed Bank June 1986 - June 1995
Crocker National Bank June 1982 - June 1986
Skills
Financial Analysis, Process Management, Cost Benefit Analysis, Forecasting, Project Costing &..., Project Coordination, Process Improvement, Essbase, Hyperion Planning, Microsoft Excel, Analysis, Vendor Management, Leadership, Change Management
Education
California Polytechnic State University-San Luis Obispo 1979 — 1982
Bachelor of Science (B.S.), Agricultural Business and Management
Santa Rosa Junior College 1978 — 1979
General, General Studies
FGP Gass,LLC December 2012 - Present
Toklan Oil and Gas Corporation September 1980 - December 2012
Chevron 1978 - 1980
Crocker National Bank 1977 - 1978
Skills
Energy, Accounting, Engineering, Microsoft Office, Financial Modeling, Financial Analysis, Petroleum, Project Management, Strategic Planning, Change Management
Education
University of Pennsylvania - The Wharton School 1976 — 1977
Master of Business Administration (M.B.A.), Finance
Oklahoma State University 1969 — 1973
Bachelor's Degree, Accounting and Finance