First American Trust, FSB
Industry: Company
DescriptionFounded: 1985 Parent organizations: First American Corporation, First American Financial
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First American Trust, FSB Employees
First American Trust, FSB July 2015 - Present
Mundoval Capital Management, Inc October 2013 - February 2015
VALARA CAPITAL MANAGEMENT LLC March 2011 - September 2013
Fidelity Capital Markets February 2009 - January 2011
Byram Capital Management LLC September 2005 - January 2009
Russell Investment Group September 1996 - September 2005
Leland O'Brien Rubinstein Associates, Incorporated July 1990 - September 1996
First Imperial Advisors, Inc May 1987 - July 1990
San Diego Trust & Savings Bank April 1982 - May 1987
Skills
Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, Series 63, Series 7, Trading Systems, Relationship Management, Equity Derivatives, Buy-side, Sales, Investment Strategies, Investment Advisory, Sell Side, Investment Portfolios, Management, Asset Management, Order Management, Settlement, Portfolio Managers, Marketing Strategy, Team Leadership, Back Office, Sales Process, Sales Presentations, Client Relationship..., EMS, Smart Order Routing, Short Sales, CFA, Team Management, Team Building, Teamwork, Self Starter, Customer Driven, TCA, Front to Back Office, Front Office, Relationship Marketing, Sales Management, Sales Operations, Sales Leads, Sales Plan, Order Management Systems, OMS, Equities Technology, Algorithms
Education
Bryant University
B.S., Business Administration
Millbrook
The Rectory School
LeRoy Haynes Center October 2014 - Present
Cypress Clinic February 2014 - Present
Los Angeles County Department of Children and Family Services June 2010 - September 2013
View Park Charter Middle School September 2010 - June 2011
California State University, Dominguez Hills September 2009 - June 2010
First American Trust, FSB June 2005 - June 2008
Youngdo English School November 2004 - May 2005
Asian American Drug Abuse Program May 2003 - September 2004
Skills
Case Managment, Child Abuse Prevention, Case Management, Child Advocacy, Nonprofits, Adolescents, Home Visits, Family Services, Public Speaking, Group Therapy, Interventions, Program Management, Therapeutic Crisis..., Individual Counselling, Family Therapy, Investigation, Child Protective..., Biopsychosocial..., Legal Writing, Community Development, Community Organizing, Psychotherapy, Mental Health, Crisis Intervention, Therapists
Education
California State University-Dominguez Hills 2008 — 2010
MSW, Master of Social Work
UC Santa Barbara 1997 — 2001
Bachelor of Arts (BA), Sociology, Asian American Studies
Lynee M. Kniss April 2014 - Present
First American Trust, FSB August 2011 - April 2014
Law Office of Lynee M. Kniss January 2005 - August 2011
Murtaugh Miller Meyer & Nelson, LLP 2002 - 2003
Lanak & Hanna 2001 - 2002
OptoSigma Corporation 1995 - 1997
Skills
Wealth Management, Estate Planning, Asset Allocation, Powers of Attorney, Strategic Planning, Legal, Risk Analysis, Analysis, Business Strategy, Trusts, Trust Services, Creative Problem Solving, Strategic Negotiations, Contract Negotiation, Business Planning, Sales Operations, Corporate Trust, Business Entity..., Estate Tax Planning, Estate Administration, Legal Writing
Education
Loyola Law School, Los Angeles 1997 — 2000
Juris Doctor
University of California, Los Angeles
Bachelor of Arts (BA), Art History
First American Trust, FSB January 2013 - Present
Bank of America July 2008 - November 2012
Chicago Title Insurance Company June 2007 - July 2008
First American Title August 2003 - June 2007
Capital Title Agency January 2003 - July 2003
Skills
Escrow, Refinance, Loans, FHA, Title Insurance, Closings, Mortgage Lending, VA loans, FHA financing, Loss Mitigation, HUD, USDA, Residential Mortgages, Loan Origination, Mortgage Banking, Default, Mortgage Servicing, Reverse Mortgages, REO, Notary Public, Loan Servicing, Government Loans, Foreclosures, Construction Loans, First Time Home Buyers, Loan Modifications, Short Sales, Mortgage Underwriting, Real Estate Transactions, Investment Properties, Investors, Referrals, Real Estate Financing, Real Estate Economics
Education
Phoenix Community College 1997 — 1999
Normandale Community College 1994 — 1996
Eagan High School 1990 — 1993
Feed My Starving Children June 2012 - Present
Wolf Creek Insurance Agency, LLC January 2011 - June 2012
HB Fuller January 2008 - January 2011
Carlson April 2005 - January 2008
Ceridian November 2003 - April 2005
US Bank November 2001 - October 2002
First American Trust, FSB February 2000 - May 2001
Wells Fargo April 1998 - January 2000
Kompelien Insurance January 1990 - April 1998
Skills
Compensation Strategies, 401k, Business Relationship..., Market Pricing, Deferred Compensation, Recruiting, HRIS, Incentives, Executive Pay, Total Rewards, Compensation Strategy, Sales Compensation..., Restricted Stock, Retirement Savings, Executive Compensation, Salary Surveys, Reward Strategy, Salary Structures, Salary Reviews, Benefits Communication, Equity Compensation, Leadership, Human Resources
Education
University of St. Thomas
MBA, Human Resources
University of Minnesota-Twin Cities
BS, Economics
First American Trust, FSB May 2013 - February 2015
Schools Federal Credit Union May 2012 - May 2013
JPMorgan Chase March 2011 - March 2012
Skills
Customer Service, Customer Support, Marketing, Operations Management, Employee Training, Web Design, Campaigns, Direct Mail Campaigns
Education
California State University-Fullerton
Bachelor of Arts, Communications
Marymount California University
Associate of Arts, Communications
First American Trust, FSB May 2010 - Present
Skills
Escrow, Title Insurance, First Time Home Buyers, Short Sales, Foreclosures, Sellers, Single Family Homes, Investment Properties, REO, Investors, Relocation, Buyer Representation
Education
California State University-Chico 2005 — 2008
Bachelor of Arts (BA), Child Development
First American Trust, FSB August 1996 - Present
Wells Fargo 1989 - 1996
Skills
Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Retirement, Insurance, 401k, Pensions, Benefits Administration, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Series 7, Management
Education
San Diego State University-California State University
Business Administration and Management, General
Sawyer College of Business
Clerical
First American Trust, FSB June 2013 - Present
Mercantile Bank May 2008 - December 2011
Skills
Sales, Selling, Mortgage Lending, Account Management, Customer Service, Cold Calling, Sales Management, Real Estate, Sales Presentations, Insurance, Loans, New Business Development, Sales Process, Banking, CRM, Team Building, Budgets
Education
Bishop LeBlond High School
Missouri Western State University
Missouri Western State University
Southern California Edison April 2009 - Present
Cal-Pac Conference of the United Methodist Church July 2008 - June 2015
Southern California Edison July 2007 - April 2009
Southern Califonia Edison November 2004 - July 2007
Southern California Edison February 2003 - November 2004
Southern California Edison April 1999 - February 2003
First American Trust, FSB June 1996 - April 1999
Skills
MS Project, Smart Grid, Business Process..., Project Portfolio..., Project Planning, Program Management, Leadership, Energy, PMP, Strategy, PMO, Process Improvement, Visio, Business Process, Project Management, Business Intelligence, Project Delivery, Resource Management, Requirements Gathering, Smart Metering, Contract Management, Integration, SAP, IT Strategy, Business Analysis, Management Consulting, Cross-functional Team..., Analysis, SDLC, Change Management, Vendor Management, Requirements Analysis, Software Project..., Governance, Business Process Design, Management, Microsoft Project, Risk Management, Business Transformation, Software Documentation, Energy Policy, IT Management, ERP
Education
California State University-Fullerton
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Science Degree, Economics
First American Trust, FSB May 2013 - Present
LANPRO Systems, Inc. October 2011 - May 2013
Red E Systems LLC February 2008 - October 2011
Skills
Sales, Sales Management, Marketing, Project Management
Education
Bakersfield College
West High
First American Trust, FSB March 2013 - Present
Skills
Treatment planning, Marketing Strategy, Community Outreach, Communication Skills, Crisis Intervention, Stress Management, Employee Relations, Public Relations, Presentations, Project Management, Case Managment, Public Speaking, Group Dynamics, Research Projects, Sociology, Social Sciences, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Bluebeam, Volunteering, Multi Tasking, Interpersonal..., Client Liaison, Youth Mentoring, FEMA Elevation..., Organization &..., Teamwork, Team Management, Problem Solving, Job Order Contracting, Contract Negotiation
Education
University of Oklahoma 2010 — 2012
Master of Arts (M.A.), Human Relations
University of Guam 2003 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
First American Trust, FSB May 2012 - Present
Central Coast Escrow Services Inc. June 2009 - April 2012
Cuesta Title Company December 1995 - December 2008
Skills
Banking, Financial Services, Commercial Banking, Real Estate, Management, Sales, REO, Sellers, Short Sales, Foreclosures, Real Estate Transactions, Investment Properties, First Time Home Buyers
Education
Cal State Fullerton 1972 — 1976
Bachelor's degree, Business/Commerce, General
UCSD 1967 — 1969
Fidelity National Title July 2014 - Present
First American Trust, FSB March 2012 - July 2014
Fidelity National Title November 2002 - March 2012
Elbert County Abstract and Title Company June 1995 - November 2002
Bino's Pizza May 1998 - August 2001
Skills
Escrow, Resales, Refinance, Builders, Customer Service, REO, Short Sales, Commercial Real Estate, Investment Properties, FHA, Customer Satisfaction, Sellers, First Time Home Buyers, Buyers, Referrals, Relocation, Single Family Homes, New Home Sales, Team Building, Real Estate Transactions
Education
University of Northern Colorado 1997 — 2001
Bachelor's degree, Speech Communication and Rhetoric
First American Trust, FSB February 2010 - Present
Skills
Foreclosures, Real Estate, REO
Education
Adamson University 1980 — 1985
Bachelor of Science (B.S.), Industrial Engineering
First American Trust, FSB May 2004 - Present
Wells Fargo Private Bank November 1999 - May 2004
First American Trust, FSB September 1995 - November 1999
Analytic Investors November 1983 - July 1995
Skills
High Net Worth..., Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Investments, Retirement Planning, Mutual Funds, Retirement, Derivatives, Financial Advisory, Retirement Income..., Investment Advisory, Bonds, Financial Markets, Pensions, Bloomberg, Wealth Management
Education
California State University-Long Beach - College of Business Administration 1985 — 1987
Master of Business Administration (MBA), Finance
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Business Administration- Investments and Real Estate
MDC Financial Service Group January 2010 - Present
First American Trust, FSB September 1998 - December 2008
Skills
Loans, FHA, Mortgage Banking, Refinance, Loan Origination, VA loans, Residential Mortgages, FHA financing, Banking, Government Loans, Consumer Lending, Referrals, Foreclosures, Commercial Mortgages, Investment Properties, Underwriting, Financial Services, Residential Homes, Real Estate Financing, HUD, First Time Home Buyers, REO, FHA Financing, VA Loans
Education
San Diego State University-California State University 1982 — 1985
Bachlor of Science, Business Administration
First American Trust, FSB
Skills
Vendor Management, Software Documentation, Visio, Business Analysis, SharePoint, Requirements Analysis, SDLC, Active Directory, Process Improvement, Disaster Recovery, Jive, Computer Software..., Requirements Gathering, IT Operations, Data Center
Education
Salisbury University
Bachelor of Arts (B.A.), History
Citizens Business Bank June 2012 - Present
MullinTBG, A Prudential Financial Company May 2009 - June 2012
First American Trust, FSB 2002 - 2009
Fidelity Investments 1995 - 2002
Skills
Investments, Retirement, Asset Management, Fixed Income, Strategic Planning, Insurance, Wealth Management, Relationship Management, Strategic Financial..., Financial Planning, Sales Management, Business Strategy, Leadership
Education
California State University-Los Angeles
BS & MBA, Finance
Southwestern Graduate School of Banking at Southern Methodist University
Certificate, Banking and Management
Palo Capital, Inc 2009 - Present
First Foundation, Inc. July 2008 - August 2009
First American Trust, FSB August 2003 - June 2008
Wilmington Trust April 2001 - August 2003
US Trust August 1993 - April 2001
Security Pacific Bank June 1971 - August 1993
Skills
Wealth Management, Start-ups, Strategic Planning, Public Relations, Philanthropy, Asset Allocation, Estate Planning, Financial Analysis, Investments, Nonprofits, Series 7, Fundraising, Public Speaking, Strategic Financial..., Mergers & Acquisitions, Non-profits, Retirement Planning, Management, Investment Advisory, Leadership Development, Investment Management, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 1967 — 1971
B.A., Economics and Business Admin
California State University-Long Beach - College of Business Administration 1972 — 1974
MBA, Marketing and Management
George Washington High 1964 — 1967
RE/MAX TerraSol March 2013 - Present
RE/MAX TerraSol / Premiere Asset Services January 2004 - Present
Experian 2006 - 2012
First American Trust, FSB February 2000 - October 2006
First American Trust, FSB January 2000 - January 2006
Crestwood October 1992 - February 2000
Crestwood Mortgage, Inc January 1992 - January 2000
Skills
Training, IT, HR,...
Education
Gonzaga University 2006 — 2008
MA, Organizational Development / Leadership
California State University-Long Beach 1990 — 2000
BS, Business Management, Marketing concentration
California State University
B.S. Business, Marketing
Gonzaga University
M.A, Organizational Development and Leadership
First American Trust FSB April 2005 - Present
First American Trust, FSB November 1999 - April 2005
First American Trust, FSB September 1997 - November 1999
Enhanced Security Planning January 1997 - August 1997
Education
California State University-Fullerton 1992 — 2000
Bachelor's degree
Golden State Foods November 2012 - Present
redBAMBINA.com 2010 - Present
Orange County Bar Association - CA January 2012 - December 2012
Montage Legal Group 2011 - 2012
First American Trust, FSB 2000 - 2009
First American Title Insurance Company 1994 - 2000
Skills
Corporate Social..., Sustainable Business..., Sustainability, Social Entrepreneurship, Strategic Planning, Environmental Awareness, Employee Engagement, Sustainable Management, Community Outreach, Strategic Leadership, Corporate Law, Investment Advisor..., Litigation, Investment Advisory, Intellectual Property, Legal Research, Corporate Governance, Enterprise Risk..., Bank Secrecy Act, USA PATRIOT Act
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2013
Certificate in Strategic Corporate Social Responsibility
Dartmouth College
A.B., Government & Sociology
Jamaica High School
University of Virginia School of Law
JD
Fidelity Institutional Wealth Services April 2011 - Present
First American Trust, FSB November 2002 - April 2011
Fidelity Investments October 1996 - November 2002
Education
University of Pittsburgh 1988 — 1991
Penn State University 1986 — 1988
business
Plum High 1984 — 1986
First American Trust, FSB May 2013 - Present
First American Trust, FSB May 2011 - Present
Howard and Associates January 2009 - February 2012
Hatcher Financial Group September 2007 - November 2008
Evangelical Christian Credit Union December 2006 - September 2007
Tenet Federal Credit Union August 2006 - November 2006
Eagle Community Credit Union October 2001 - August 2006
Eagle Community Credit Union July 1995 - October 2001
Skills
Team Building, Banking, Fraud, Risk Management, Management, Internal Controls, Analysis, Training, Process Improvement, Bank Secrecy Act, Microsoft Excel, Team Leadership, Employee Relations, Microsoft Word, Leadership, Accounting, Coaching, Financial Services, Vendor Management, Marketing, Policy
Education
Riverside City College 1992 — 1994
Business and Accounting
First American Trust, FSB July 2015 - Present
Universal Financial, San Diego, CA March 2014 - July 2015
University Retirement, Davis, CA November 2012 - February 2014
Universal Financial, San Diego, CA September 2008 - November 2012
Merrill Lynch Global Private Equity March 2005 - August 2008
Skills
Consultative Selling, Business Development, Marketing, Insurance, Community Outreach, Team Leadership, Sales Management, Networking, Start-ups, Database Management..., P, Public Speaking, Nonprofits, Financial Reporting, Risk Management, Financial Planning, Mutual Funds, Wealth Management
Education
University of California, Los Angeles
Bachelor of Science
Ascendo Resources February 2015 - Present
First American Trust, FSB January 2011 - December 2013
Fidelity National Financial January 2009 - July 2010
LandAmerica Lawyers Title April 2001 - January 2009
Skills
Internal Audit, Auditing, Internal Controls, Quality Auditing, Fraud, Financial Analysis, Accounting, Sarbanes-Oxley Act, Risk Management, Banking, Finance, Financial Accounting, Process Improvement, Account Reconciliation, Assurance, Enterprise Risk...
Education
Utica College 2014 — 2016
Master of Business Administration (MBA), Economic Crime & Fraud Mgmt
Centenary College 1995 — 1997
Bachelor of Science (B.S.), Marketing
First American Trust, FSB 2014 - Present
First American Trust, FSB 2011 - 2014
Union Bank of California 2006 - 2009
Union Bank 1998 - 2006
Skills
Retirement Planning, Wealth Management, FINRA, Financial Services, Financial Advisory, Series 7, Investments, Banking, Investment Advisory, Retirement, Portfolio Management, Finance, Asset Allocation, Strategic Financial..., Relationship Management, Mutual Funds, Management, Asset Management, Credit, Securities, Empathy, 401k, Mortgage Lending, Commercial Lending, Series 63, Loans, Risk Management, Financial Analysis, Estate Planning, Trust Services, Trust Management, Charitable Trusts, Trustee, Special Needs Trusts, Business Development, Leadership, Sales Management, High Net Worth..., Financial Planning
Education
California State University-Fullerton - College of Business and Economics
Masters, Economics
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Finance
OTB Strategic Consulting, Inc. April 2002 - Present
Akros Fiduciary Management May 2002 - Present
CFA Society of Austin June 2013 - Present
First American Capital Management, Inc. 1995 - 2000
First American Trust, FSB 1989 - 1995
Skills
Fiduciary, Employee Benefits, 401k, Investments, Compliance, Registered Investment..., Mergers & Acquisitions, Due Diligence, Leadership, Start-ups, Business Planning, Portfolio Management, Financial Analysis, Management Consulting, Strategic Planning, Management, Mergers, Asset Management, ERISA, Fiduciary Management, Risk Management, Litigation Support, Business Valuation, Regulatory Requirements, Securities Regulation, Investment Advisory, Strategy, Financial Services
Education
Chapman University, The George L. Argyros School of Business and Economics
BSBA, Economics and Finance
Le Cordon Bleu College of Culinary Arts
Culinary Arts
Quick Family June 2010 - Present
Quick Consulting October 2005 - Present
Quick Consulting October 2005 - December 2009
Marketing By Design/ Lennar Homes September 2000 - October 2003
First American Trust, FSB January 1999 - September 2000
Compaq Computer Corporation, Tandem Division (Cupertino, CA) June 1998 - December 1998
Compaq Computer Corporation, Tandem Division (Cupertino, CA) December 1997 - December 1998
Tonic Design, Inc. / Radar Design Corporation (Palo Alto, CA) August 1995 - June 1997
Skills
Microsoft Office, iOS, PeopleSoft, Filemaker Pro, iPhoto, iMovie, QuickBooks, Go to Meeting, Web Ex
Education
San Jose State University 1997 — 1999
Bachelor of Science (BS), Advertising
Saint Francis High School, Mountain View Ca 1987 — 1991
First American Trust, FSB May 2013 - Present
Schools Federal Credit Union May 2012 - May 2013
JPMorgan Chase March 2011 - May 2012
U.S. Bank August 2010 - August 2011
Union Bank June 2008 - February 2009
Skills
Customer Service, Marketing, Sales, Marketing Communications, Marketing Strategy, Social Media, New Business Development, Public Relations, Social Media Marketing, Newsletters, Email Marketing, Social Networking, Customer Satisfaction, Outlook, Call Centers, Salesforce.com, Management, Trade Shows, Online Advertising, Leadership, Account Management, Online Marketing, Facebook, Event Planning, Training, Direct Marketing, Advertising
Education
California State University-Fullerton 2006 — 2008
Bachelor of Arts (B.A.), Communications
Marymount California University 2003 — 2005
Associate of Arts (A.A.), Communications
Bishop Montgomery High School
The Old Globe January 2014 - Present
The Alzheimer's Association San Diego 2013 - Present
First American Trust, FSB March 2012 - Present
First American Trust, FSB 2012 - 2015
First American Trust, FSB 2012 - 2015
First American Trust, FSB 2012 - 2015
First American Trust, FSB 2012 - 2015
Plans Tonight February 2011 - March 2012
Old Mission Rotary 2010 - 2011
MADD San Diego County September 2004 - October 2009
Skills
Non-profits, Fundraising, Program Development, Coaching, Budgeting, Strategic Planning, Public Speaking, Public Relations, Customer Relations, Event Planning, Administration, Team Building, Volunteer Management, Community Outreach, Microsoft Office, Event Management, Organizational..., Advertising, Media Relations, Mentoring, Customer Service, Marketing Strategy, Program Management, Planning, Problem Solving, Excel, Social Media Marketing, Online Marketing, Board Development, Word, Community Relations, Change Management, Leadership Development, Accounting, Special Events, Budgets
Education
University of Nebraska-Lincoln
Liberal Arts
First American Trust, FSB December 2010 - Present
First American Trust, FSB 2005 - December 2010
First American Trust, FSB 1998 - 2005
Skills
Business Development, Banking, Project Management, Integration, Risk Management, Relationship Management, Financial Services, Process Improvement, Outsourcing, Regulatory Requirements, Written & Oral...
Education
Association of Financial Professionals 2009 — 2009
CTP, Treasury
California State University-Long Beach - College of Business Administration 1993 — 1997
BS, Finance
First American Trust, FSB April 2007 - Present
First American Title 2007 - 2014
Skills
Refinance, Vendor Management, Customer Service, Insurance, Negotiation, Mortgage Lending, Residential Homes, Microsoft Office
Education
Indiana State University 1983 — 1986
Associate of Arts (A.A.), Business Administration and Management, General
Huntington Hospital November 2010 - Present
First Foundation Inc. January 2008 - November 2010
First American Trust, FSB February 2003 - December 2007
First American Trust, FSB February 2000 - February 2003
First American Trust, FSB February 1997 - February 2000
Integrity Systems August 1993 - February 1997
Skills
IT Strategy, Vendor Management, Integration, Disaster Recovery, Business Intelligence, Process Improvement, Strategic Planning, SDLC, Management, Data Center, Project Management, IT Management, IT Operations, Program Management, Cross-functional Team..., Enterprise Software, Strategy, Enterprise Architecture, ITIL, Project Portfolio..., Leadership, CRM, Change Management, Virtualization, Healthcare Information..., Consulting, Information Technology, Strategic Partnerships, PMO, Agile Methodologies, Software Project..., Governance, Software Development, Cross-group..., IT Financial Management, Business Continuity, Mergers & Acquisitions, Executive Management, Infrastructure, Analytics, Building Strategic..., Leading Cross..., Dealing with Ambiguity, Cloud Computing, Information Security, Leading Change, Culture Change
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
California State University-Fullerton 1991 — 1995
MS
Biola University 1987 — 1991
BS
West High School, Torrance, CA 1984 — 1987
High School Diploma
First American Trust, FSB Senior Account ExecutiveAmerican Home Shield1985 - 2013
Skills
FHA, HUD, Marketing, Customer Service, Home Warranties, Real Estate
Education
California State University, Fresno
Bachelor's degree
Mobire Media, Inc. May 2007 - June 2008
First American National Homebuilders July 2005 - April 2007
Par Escrow Corporations October 2003 - May 2005
First American Lender's Advantage May 2002 - May 2003
First American Lender's Advantage July 2000 - May 2002
First American Title September 1998 - July 2000
First American Trust, FSB June 1997 - September 1998
First American Trust June 1996 - June 1997
Skills
Leadership, Training, Strategic Planning, Process Improvement, Strategy, Team Building, Management, Real Estate, Budgets, Human Resources
Education
University of California, San Diego 1994 — 1996
BA, Economics
University of California, San Diego 1991 — 1994
BA, Economics
First American Trust, FSB July 2010 - Present
Harcourt Connected Learning February 2007 - December 2009
REVShare October 2006 - January 2007
Skills
HTML, Linux, CSS, Web Development, jQuery, Apache, Agile Methodologies, AJAX, Ruby on Rails, Python, XML, Software Development, SQL
Education
University of California, Riverside 2001 — 2006
California State University November 2010 - Present
First American Trust, FSB April 1996 - June 2010
First Interstate Investments April 1994 - April 1996
Skills
Risk Management, Analysis, Leadership, Financial Modeling, Banking, Auditing, Financial Analysis, Process Improvement, Internal Audit
Education
San Diego State University-California State University
Kamehameha Schools April 2015 - Present
Bank of the Cascades June 2006 - March 2015
Mission Linen Supply April 2002 - June 2006
First American Trust, FSB February 1998 - March 2002
C Brewer and Company July 1996 - February 1998
KPMG February 1995 - July 1996
Skills
Payroll, Employee Relations
Education
Hawaii Pacific University 1991 — 1995
Bachelor of Arts, Math
Binghamton University 1981 — 1985
Philosophy
Guilderland High School 1979 — 1981
Liberal Arts
First American Trust, FSB March 2012 - Present
Skills
Event Planning, Customer Service, Microsoft Office, Research, Microsoft Excel, Public Speaking, PowerPoint, Team Building, Marketing, Social Media, Project Management, Financial Analysis, Banking, Photoshop, Social Media Marketing, Budgets, Sales, Strategic Planning
Education
California State University-Long Beach
Bachelor's degree Interternational Business
First American Trust, FSB June 2010 - Present
First American Trust August 2006 - June 2010
First American Trust 1996 - 2002
Skills
Process Improvement, Vendor Management, IT Strategy, Business Intelligence, IT Management, Risk Management, Project Management, Integration, SaaS, Program Management, Security, Quality Assurance, Strategic Planning, Cross-functional Team..., Team Leadership, SQL, Banking, Visio, Analysis, IT Operations
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, San Diego 1999 — 2002
BA, Computer Science
Cream Gallery 2005 - Present
Los Angeles Unified School District, Art & Artifact Collection/Archives 2007 - 2010
BRC Imagination Arts January 2009 - December 2009
First American Trust, FSB 2006 - 2009
Logicor, Inc (formerly Pfastship Worldwide Shipping Logistics) 2004 - 2005
Newspace Gallery, Los Angeles 2002 - 2004
Begovich Gallery 1998 - 2002
CSU Fullerton Classroom Technology Support 1998 - 2002
City of Los Angeles, Cultural Affairs Department 2000 - 2001
Bowers Museum 1999 - 2000
Skills
Curating, Museum Collections, InDesign, Photoshop, Fine Art, Painting, Adobe Acrobat, Art, Illustrator, Mac, PowerPoint, QuarkXPress, SharePoint, Visio, Art History, Museums, Contemporary Art, Visual Arts, Art Exhibitions, Galleries
Education
California State University-Fullerton 1998 — 2001
Master of Arts (MA), Exhibition Design
California State University-Fullerton 1998 — 2001
Certificate, Museum Studies
State University of New York College at Buffalo 1993 — 1998
Bachelor of Science (BS), Business Administration and Finance
Rally Software 2009 — 2009
Certificate, Agile SCRUM Master
Baptist Foundation of Texas 1999 - Present
First American Trust, FSB 1994 - 1999
Education
Ithaca College 1978 — 1982
Emko Development February 2006 - Present
First American Trust, FSB January 1993 - April 1997
First American Title August 1989 - July 1993
Skills
Business Strategy, Business Planning, Strategic Planning, Mergers, Start-ups, Entrepreneurship, Due Diligence, Consumer Products, Product Development, Project Management, Leadership, Small Business, Sales Management, Marketing Management, Marketing
Education
University of Redlands 2007 — 2009
Master of Business Administration (MBA), International Business
Cal State San Bernardino 1984 — 1989
Bachelor of Science (BS), Finance, General
First American Trust, FSB September 2010 - Present
Silversage Advisors May 2003 - June 2009
Morgan Stanley September 1999 - October 2002
Skills
Marketing, Marketing Communications, CRM, Marketing Strategy, Direct Marketing, Strategy, Email Marketing, Online Marketing, Strategic Planning, Social Media Marketing, Online Advertising, Advertising, Vendor Management, Salesforce.com
Education
Florida Atlantic University
Business, Management, Marketing, and Related Support Services
First American Trust, FSB July 2010 - Present
Davidan Corporation May 2007 - April 2010
E-Merchant Direct September 2005 - February 2007
Education
Western International University 2007 — 2008
University of Phoenix 2003 — 2007
Associates Degree, Accounting
First American Trust, FSB September 2004 - December 2009
Waypoint Bank 1998 - 2004
Skills
Estate Planning, Asset Allocation, Wealth Management, Investments, Retirement Planning, Retirement, High Net Worth..., Investment Advisory
Education
Penn State University
U.S. Trust August 2007 - July 2014
BNY Mellon August 2006 - September 2007
First American Trust, FSB 2000 - 2006
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Investment Management, Alternative Investments
Education
University of Michigan
First American Trust, FSB October 2010 - Present
Ernst & Young November 2002 - November 2009
Coca-Cola Fountain 1987 - 2002
Education
Orange Coast College 1983 — 1985
Transfer, General Ed
Santa Ana High School 1979 — 1983
Diploma, College Prep
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
First American Trust, FSB OperationsSanta Barbara Bank & Trust1990 - 1995
Skills
Wealth Management, Trust Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts (B.A.), Economics German
First American Trust, FSB September 2014 - Present
Provident Trust Group 2011 - August 2014
King & Spalding LLP September 2006 - October 2008
King & Spalding LLP May 2005 - July 2005
Tennessee Attorney General's Office May 2004 - July 2004
Skills
Estate Tax Planning, Asset Protection, Succession Planning, Estate Planning, Legal Research, Trusts, Wills, Trust Services, International Law, High Net Worth..., Estate Administration, Finance, Retirement Planning, Estate Law, Strategic Financial..., IRAs, Charitable Trusts, Financial Services, Tax Law, Powers of Attorney, Wealth Management..., Trust Management, Alternative Investments, Financial Planning, Wealth Management
Education
University of Miami School of Law 2009 — 2010
LL.M., Estate Planning
Cornell Law School 2003 — 2006
J.D., Law
Northwestern University 1999 — 2003
B.A., Classics
First American Trust, FSB
Skills
Process Improvement, Real Estate, Credit, Loans, Risk Management, Microsoft Office, Financial Services, Banking, Investments, Insurance, Mortgage Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
First American Trust, FSB April 1998 - Present
First American Title October 1985 - Present
Skills
Banking, Mortgage Lending, Risk Management, Loans, Vendor Management, Credit, Financial Analysis, Financial Services, Process Improvement, Business Analysis, SDLC, Customer Service, Insurance, Investments, Mortgage Banking, Real Estate, Financial Modeling, Business Process..., Refinance, Accounting
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
BS Busness Administration, International Marketing
First American Trust, FSB June 2012 - Present
American Reliable Insurance February 2006 - April 2012
American Reliable Insurance Comapny February 2006 - April 2012
ROEL Construction Co., Inc. August 1992 - December 2005
Skills
General Ledger, Payroll, Accounting, Very organized, Work well without..., Works well with people, Accounts Receivable, Accounts Payable, Fixed Assets, Collections, Payments, Account Reconciliation, Job Costing, Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting, Bank Reconciliation
Education
Michigan State University 1975 — 1979
Elementary Education and Teaching
First American Trust, FSB June 2013 - Present
Education
Pierce College at Puyallup 2011 — 2013
Associate of Arts (AA)
Emerald Ridge High School 2010 — 2013
First American Trust, FSB June 2013 - Present
In N Out Burger October 2006 - June 2013
Education
Sonoma State University 2008 — 2012
Bachelor's degree, History
First American Trust, FSB February 2010 - Present
First American Title-NCS February 2010 - Present
Skills
Real Estate, Investments, Investment Properties, Mortgage Lending, Real Estate Development, Banking, Due Diligence, Real Estate Transactions, Financial Analysis, Real Estate Economics
Education
University of Northern Colorado 1975 — 1979
Bachelor of Arts (B.A.), Political Science and Communications (Law and Public Policy emphasis)
Rocky Mountain High School
First American Trust, FSB
Skills
Mortgage Lending
Education
Indian River State College
Associate’s Degree
First American Trust, FSB February 2008 - May 2013
Arnel Commercial Properties August 2007 - January 2008
Bank of America November 2001 - September 2006
Skills
Commercial Banking, Retail Banking, Team Management, Loan Servicing, Property Management, Customer Oriented, Building Relationships, Mortgage Lending, Customer Service, Finance, Leadership, Loans, Management, Public Speaking, Risk Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Fullerton College 2007 — 2012
First American Trust, FSB April 2011 - Present
Staples October 2004 - November 2010
Skills
Risk Management, Internal Audit, Internal Controls, Process Improvement, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, Enterprise Risk...
Education
Pheonix University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hawaii Pacific University 1997 — 2000
Bachelor's Degree, Computer Science, Cum Laude
Hawaii Pacific University 1997 — 2000
Bachelor's Degree, Accounting and Business/Management, Cum Laude