First Foundation Inc.
Industry: Business bank
DescriptionHeadquarters: Irvine, CA Founded: 1990 Subsidiaries: First Foundation Advisors, First Foundation Bank
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First Foundation Inc. Employees
Employee
Years
Job
Industry
rhonda denning rhonda denning's First Foundation Inc. Experience April 2013 - Present
Job Private Banking Assistant at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. April 2013 - Present
Merrill Lynch June 2012 - April 2013
Bank of America Merrill Lynch April 2012 - April 2013
Skills
Rhonda M. Denning, Banking, Investments, Sales, Marketing, Management, Strategic Planning, Credit, Operations Management, Business Development, Salesforce.com, Customer Service, Mortgage Lending, Loans, Series 7, Access
Education
University of Nevada-Las Vegas 1985 — 1985
The University of Montana 1982 — 1983
First Foundation Inc. April 2013 - Present
Merrill Lynch June 2012 - April 2013
Bank of America Merrill Lynch April 2012 - April 2013
Skills
Rhonda M. Denning, Banking, Investments, Sales, Marketing, Management, Strategic Planning, Credit, Operations Management, Business Development, Salesforce.com, Customer Service, Mortgage Lending, Loans, Series 7, Access
Education
University of Nevada-Las Vegas 1985 — 1985
The University of Montana 1982 — 1983
David Rahn David Rahn's First Foundation Inc. Experience March 2007 - October 2014
Job Owner at Strategic Design
Industry Banking
Experience
Strategic Design September 2014 - Present
First Foundation, Inc. March 2007 - October 2014
Bank of the West August 2004 - March 2007
Comerica Bank October 2000 - August 2004
Skills
Sales Management, Art Show Event..., Trust Management, Sales Compensation..., Sales Compensation, Art Consulting
Education
University of Redlands 1996 — 1998
Master of Business Administration (MBA)
Cal Poly Pomona 1968 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
Strategic Design September 2014 - Present
First Foundation, Inc. March 2007 - October 2014
Bank of the West August 2004 - March 2007
Comerica Bank October 2000 - August 2004
Skills
Sales Management, Art Show Event..., Trust Management, Sales Compensation..., Sales Compensation, Art Consulting
Education
University of Redlands 1996 — 1998
Master of Business Administration (MBA)
Cal Poly Pomona 1968 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
Max Briggs, CFP® Max Briggs, CFP®'s First Foundation Inc. Experience 2012 - Present
Job Outside Director at First Foundation Bank
Industry Financial Services
Experience
FLC Capital Advisors 1996 - Present
First Foundation, Inc. 2012 - Present
First Foundation Bank 2012 - Present
Palm Springs Art Museum 2011 - Present
Palm Valley School 2006 - Present
Desert Commercial Bank 2005 - 2012
Franklin Loan Center 1989 - 2009
Education
Stetson University 1984 — 1988
BS, Business Administration and Finance
Stetson University 1984 — 1988
Bachelor of Business Administration (BBA), Finance and Financial Management Services
FLC Capital Advisors 1996 - Present
First Foundation, Inc. 2012 - Present
First Foundation Bank 2012 - Present
Palm Springs Art Museum 2011 - Present
Palm Valley School 2006 - Present
Desert Commercial Bank 2005 - 2012
Franklin Loan Center 1989 - 2009
Education
Stetson University 1984 — 1988
BS, Business Administration and Finance
Stetson University 1984 — 1988
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Kristoffer Lynds Kristoffer Lynds's First Foundation Inc. Experience June 2015 - Present
Job SVP Commercial Real Estate at First Foundation Inc.
Industry Commercial Real Estate
Experience
First Foundation Inc. June 2015 - Present
Intervest Mortgage Investment Company (a subsidary of Sterling Savings Bank) November 2010 - Present
Harris Commercial Capital Adviosrs August 2008 - November 2010
Countrywide Bank April 2007 - August 2008
Commerical Capital Bank 1998 - 2006
Education
Brigham Young University 1981 — 1984
BS, Finance
First Foundation Inc. June 2015 - Present
Intervest Mortgage Investment Company (a subsidary of Sterling Savings Bank) November 2010 - Present
Harris Commercial Capital Adviosrs August 2008 - November 2010
Countrywide Bank April 2007 - August 2008
Commerical Capital Bank 1998 - 2006
Education
Brigham Young University 1981 — 1984
BS, Finance
Michelle Nguyen, CFP® Michelle Nguyen, CFP®'s First Foundation Inc. Experience June 2015 - Present
Job Vice President at First Foundation Inc.
Industry Investment Management
Experience
First Foundation Inc. June 2015 - Present
First Foundation Inc. August 2008 - June 2015
Boeing August 2007 - August 2008
Skills
Wealth Management, Asset Allocation, Investment Management, Strategic Financial..., Investments, Portfolio Management, Wealth, Alternative Investments, Investment Advisory, Strategic Planning, Fixed Income, Personal Finance, Currency Futures, Wealth Management..., Equities, Asset Managment, Corporate Credit, Hedge Funds, Brand Management, Marketing Strategy, Business Development, Product Development, Entrepreneurship, Marketing, Marketing Research, Event Planning, Public Relations, Sales Management, Management, Sales
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor's Degree, Business Economics
First Foundation Inc. June 2015 - Present
First Foundation Inc. August 2008 - June 2015
Boeing August 2007 - August 2008
Skills
Wealth Management, Asset Allocation, Investment Management, Strategic Financial..., Investments, Portfolio Management, Wealth, Alternative Investments, Investment Advisory, Strategic Planning, Fixed Income, Personal Finance, Currency Futures, Wealth Management..., Equities, Asset Managment, Corporate Credit, Hedge Funds, Brand Management, Marketing Strategy, Business Development, Product Development, Entrepreneurship, Marketing, Marketing Research, Event Planning, Public Relations, Sales Management, Management, Sales
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor's Degree, Business Economics
Tony McIntosh's First Foundation Inc. Experience March 2015 - Present
Job SVP, Managing Director, Property & Casualty Division at First Foundation Inc.
Industry Insurance
Experience
First Foundation Inc. March 2015 - Present
Barney & Barney - a Marsh & McLennan Agency LLC February 2012 - February 2015
Barney & Barney February 2012 - April 2013
KRM Risk Management April 2006 - February 2012
McIntosh Funding Group January 2004 - April 2006
Aames Home Loan October 2000 - December 2003
Skills
Risk Management, Underwriting, Marketing Strategy, Property & Casualty..., Business Development, Workers Compensation, Fundraising, Charity, Marketing, Sales, Commercial Insurance, Strategy, Leadership, Management, Strategic Partnerships, Employee Benefits, Brokers, Analysis, Lead Generation, Umbrella Insurance, Reinsurance, Professional Liability, Legal Liability
Education
University of Southern California 1996 — 2000
Business
Santa Margarita Catholic High School 1992 — 1996
First Foundation Inc. March 2015 - Present
Barney & Barney - a Marsh & McLennan Agency LLC February 2012 - February 2015
Barney & Barney February 2012 - April 2013
KRM Risk Management April 2006 - February 2012
McIntosh Funding Group January 2004 - April 2006
Aames Home Loan October 2000 - December 2003
Skills
Risk Management, Underwriting, Marketing Strategy, Property & Casualty..., Business Development, Workers Compensation, Fundraising, Charity, Marketing, Sales, Commercial Insurance, Strategy, Leadership, Management, Strategic Partnerships, Employee Benefits, Brokers, Analysis, Lead Generation, Umbrella Insurance, Reinsurance, Professional Liability, Legal Liability
Education
University of Southern California 1996 — 2000
Business
Santa Margarita Catholic High School 1992 — 1996
Marty Dutch Marty Dutch's First Foundation Inc. Experience February 2013 - Present
Job AVP Philanthropic Services & Executive Director of Scholars First at First Foundation, Inc.
Industry Individual & Family Services
Experience
First Foundation, Inc. February 2013 - Present
The Heritage Institute June 2009 - February 2013
Orangewood PALS 1992 - 2012
The CDM Company June 2009 - April 2011
PromoShop January 1999 - June 2009
Vistakon, Johnson and Johnson 1988 - 1995
Vistakon 1987 - 1995
Skills
Strategic Planning, Marketing, Marketing Strategy, Accounting, Outlook, Bid Writing, New Business Development, Philanthropy, Sales, Promotions, Non-profits, Small Business, Management, Event Management, Budgets, Business Development, Program Management, Event Planning, Leadership, Training, Marketing Communications, Fundraising, Leadership Development, Coaching, Insurance, Advertising, Research, Entrepreneurship, Sales Operations, Strategy, Public Speaking, Team Building, Start-ups, Account Management, Nonprofits, Sales Management, Project Planning, Social Media Marketing
Education
The Heritage Institute 2008 — 2010
Certified Wealth Consultant, Heritage Planning
San Diego State University-California State University 1979 — 1983
Bachelor of Arts, Speech Communication
First Foundation, Inc. February 2013 - Present
The Heritage Institute June 2009 - February 2013
Orangewood PALS 1992 - 2012
The CDM Company June 2009 - April 2011
PromoShop January 1999 - June 2009
Vistakon, Johnson and Johnson 1988 - 1995
Vistakon 1987 - 1995
Skills
Strategic Planning, Marketing, Marketing Strategy, Accounting, Outlook, Bid Writing, New Business Development, Philanthropy, Sales, Promotions, Non-profits, Small Business, Management, Event Management, Budgets, Business Development, Program Management, Event Planning, Leadership, Training, Marketing Communications, Fundraising, Leadership Development, Coaching, Insurance, Advertising, Research, Entrepreneurship, Sales Operations, Strategy, Public Speaking, Team Building, Start-ups, Account Management, Nonprofits, Sales Management, Project Planning, Social Media Marketing
Education
The Heritage Institute 2008 — 2010
Certified Wealth Consultant, Heritage Planning
San Diego State University-California State University 1979 — 1983
Bachelor of Arts, Speech Communication
Terri Hipwell Terri Hipwell's First Foundation Inc. Experience September 2015 - Present
Job SVP/Asset Quality Review Manager at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. September 2015 - Present
Umpqua Bank April 2014 - August 2015
Sterling Savings Bank October 2013 - April 2014
Commerce National Bank December 2003 - October 2013
Wells Fargo Bank 2000 - 2003
California State Bank 1994 - 2000
Pioneer Bank 1984 - 1994
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Portfolio Management, Credit Analysis, Cash Management, Regulatory Compliance, Regulatory Requirements, Project Management, Small Business Lending, Banking
Education
Western States School of Banking 1996 — 1998
Bank Management
Fullerton College 1979 — 1981
Valencia High School 1976 — 1979
ABA National School of Bankcard Management
First Foundation Inc. September 2015 - Present
Umpqua Bank April 2014 - August 2015
Sterling Savings Bank October 2013 - April 2014
Commerce National Bank December 2003 - October 2013
Wells Fargo Bank 2000 - 2003
California State Bank 1994 - 2000
Pioneer Bank 1984 - 1994
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Portfolio Management, Credit Analysis, Cash Management, Regulatory Compliance, Regulatory Requirements, Project Management, Small Business Lending, Banking
Education
Western States School of Banking 1996 — 1998
Bank Management
Fullerton College 1979 — 1981
Valencia High School 1976 — 1979
ABA National School of Bankcard Management
Daniel Ramirez Daniel Ramirez's First Foundation Inc. Experience June 2014 - Present
Job Credit Underwriter at First Foundation Inc.
Industry Banking
Experience
First Foundation Inc. June 2014 - Present
First Foundation Inc. May 2013 - June 2014
The Walt Disney Company May 2012 - May 2013
Matt Luke Home Team Real Estate,Inc. April 2009 - May 2013
Sunwest Bank September 2005 - October 2008
Skills
Credit Underwriting, SFR Lending, Business Lending, C&I Lending, Financial Statment..., Business Analysis, Personal Financial..., Financial Reporting, Financial Analysis, Sales, Real Estate Sales..., Retail Banking, Customer Service, Public Speaking, Coaching, People-oriented, Teamwork, Microsoft Office, Microsoft Excel, SAP, SAP BW, Fiserv Precision, Loans, Real Estate, Management, Analysis, Finance, Underwriting
Education
California State University Fullerton 2010 — 2013
Bachelor of Arts Business Administration, Finance
Fullerton College 2008 — 2010
Associate's degree, Business Administration and Management, General
First Foundation Inc. June 2014 - Present
First Foundation Inc. May 2013 - June 2014
The Walt Disney Company May 2012 - May 2013
Matt Luke Home Team Real Estate,Inc. April 2009 - May 2013
Sunwest Bank September 2005 - October 2008
Skills
Credit Underwriting, SFR Lending, Business Lending, C&I Lending, Financial Statment..., Business Analysis, Personal Financial..., Financial Reporting, Financial Analysis, Sales, Real Estate Sales..., Retail Banking, Customer Service, Public Speaking, Coaching, People-oriented, Teamwork, Microsoft Office, Microsoft Excel, SAP, SAP BW, Fiserv Precision, Loans, Real Estate, Management, Analysis, Finance, Underwriting
Education
California State University Fullerton 2010 — 2013
Bachelor of Arts Business Administration, Finance
Fullerton College 2008 — 2010
Associate's degree, Business Administration and Management, General
Lara Roque Lara Roque's First Foundation Inc. Experience July 2014 - Present
Job Loan Administrator at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. July 2014 - Present
Venture West Funding August 2013 - July 2014
CashCall, Inc. May 2012 - July 2013
Education
De La Salle University 2008 — 2011
Bachelor of Arts (BA), Communication Arts
De La Salle Santiago Zobel 1995 — 2008
High School Diploma, General Studies
First Foundation Inc. July 2014 - Present
Venture West Funding August 2013 - July 2014
CashCall, Inc. May 2012 - July 2013
Education
De La Salle University 2008 — 2011
Bachelor of Arts (BA), Communication Arts
De La Salle Santiago Zobel 1995 — 2008
High School Diploma, General Studies
Brandi Robinson Brandi Robinson's First Foundation Inc. Experience June 2010 - June 2012
Job Legal Specialist at SchoolsFirst Federal Credit Union
Industry Banking
Experience
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Inc. June 2010 - June 2012
Wells Fargo June 2009 - June 2010
Wachovia Bank April 2007 - June 2009
World Savings Bank January 1999 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Mentoring, Internal Audit, Operations Management, Banking
Education
California State University-Fullerton 1999 — 2001
Child Development
Santa Ana College 1996 — 1999
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Inc. June 2010 - June 2012
Wells Fargo June 2009 - June 2010
Wachovia Bank April 2007 - June 2009
World Savings Bank January 1999 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Mentoring, Internal Audit, Operations Management, Banking
Education
California State University-Fullerton 1999 — 2001
Child Development
Santa Ana College 1996 — 1999
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Jenny Li Jenny Li's First Foundation Inc. Experience June 2015 - Present
Job Vice President Private Banker at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. June 2015 - Present
Pacific Rim Bank July 2013 - June 2015
Bank of Hawaii October 2011 - April 2013
Ohana Pacific Bank August 2006 - September 2011
AXA Advisors January 2006 - August 2006
Central Pacific Bank/ City Bank June 1996 - December 2005
City Bank June 1993 - May 1996
Skills
Management, Business Development, Customer Service, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, New Business Development, Marketing, Budgets, Business Strategy, Financial Analysis, Banking
Education
University of Hawaii at Manoa
Bachelor of Business Administration (B.B.A.), Accounting
First Foundation Inc. June 2015 - Present
Pacific Rim Bank July 2013 - June 2015
Bank of Hawaii October 2011 - April 2013
Ohana Pacific Bank August 2006 - September 2011
AXA Advisors January 2006 - August 2006
Central Pacific Bank/ City Bank June 1996 - December 2005
City Bank June 1993 - May 1996
Skills
Management, Business Development, Customer Service, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, New Business Development, Marketing, Budgets, Business Strategy, Financial Analysis, Banking
Education
University of Hawaii at Manoa
Bachelor of Business Administration (B.B.A.), Accounting
Stephen Wiechert, CFP® Stephen Wiechert, CFP®'s First Foundation Inc. Experience June 2014 - Present
Job Associate Relationship Manager at First Foundation Advisors
Industry Financial Services
Experience
First Foundation Inc. June 2014 - Present
Real Estate Investment Trust December 2011 - June 2014
Pacific Continental Bank August 2010 - June 2011
OMT Mortgage July 2009 - September 2009
Eugene Swim And Tennis Club June 2008 - September 2009
Skills
Strategic Financial..., Series 7, Series 63, Leadership, Finance, Real Estate, Asset Management, Wealth Management
Education
University of California, Irvine 2012 — 2014
Personal Financial Planning Certificate, Financial Planning and Services
University of Oregon 2006 — 2010
B.S., Economics
First Foundation Inc. June 2014 - Present
Real Estate Investment Trust December 2011 - June 2014
Pacific Continental Bank August 2010 - June 2011
OMT Mortgage July 2009 - September 2009
Eugene Swim And Tennis Club June 2008 - September 2009
Skills
Strategic Financial..., Series 7, Series 63, Leadership, Finance, Real Estate, Asset Management, Wealth Management
Education
University of California, Irvine 2012 — 2014
Personal Financial Planning Certificate, Financial Planning and Services
University of Oregon 2006 — 2010
B.S., Economics
Lindsey Hess, CFP® Lindsey Hess, CFP®'s First Foundation Inc. Experience July 2012 - Present
Job Associate Wealth Advisor at First Foundation Advisors
Industry Banking
Experience
First Foundation, Inc. July 2012 - Present
Bank of the West February 2012 - July 2012
Bank of the West February 2011 - January 2012
Bank of the West December 2009 - January 2011
Bank of the West June 2007 - November 2009
Shaw Properties August 2005 - March 2007
The Concord Group, LLC Real Estate Advisors 2003 - 2004
Skills
Banking, Wealth Management, Portfolio Management, Private Banking, Finance, Financial Analysis, Financial Services, Investments, Leadership, Credit
Education
University of California, Irvine 2002 — 2006
B.A., Economics
UCLA Extension
First Foundation, Inc. July 2012 - Present
Bank of the West February 2012 - July 2012
Bank of the West February 2011 - January 2012
Bank of the West December 2009 - January 2011
Bank of the West June 2007 - November 2009
Shaw Properties August 2005 - March 2007
The Concord Group, LLC Real Estate Advisors 2003 - 2004
Skills
Banking, Wealth Management, Portfolio Management, Private Banking, Finance, Financial Analysis, Financial Services, Investments, Leadership, Credit
Education
University of California, Irvine 2002 — 2006
B.A., Economics
UCLA Extension
Ashley Brooke Escott's First Foundation Inc. Experience July 2012 - October 2014
Job Sr. Preferred Banker First Republic Bank
Industry Banking
Experience
First Republic Bank November 2014 - Present
First Foundation, Inc. July 2012 - October 2014
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - November 2011
Wells Fargo Bank August 2009 - June 2010
2009 Fresh Rags, INC January 2007 - August 2008
Skills
Credit, Banking, Financial Analysis, Relationship Management, Cash Management, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Services, Finance, Investments, Sales, Customer Service, Risk Management, Financial Modeling, Sales Management, Forecasting, Business Relationship..., Retail, Insurance, Marketing, Loans, Teamwork, Commercial Lending, Commercial Banking, Private Banking, Retail Banking, Customer Experience, Cross Selling, Consumer Lending
Education
Brooks College 2006 — 2008
Associates of Arts Degree, Merchandise and Marketing
First Republic Bank November 2014 - Present
First Foundation, Inc. July 2012 - October 2014
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - November 2011
Wells Fargo Bank August 2009 - June 2010
2009 Fresh Rags, INC January 2007 - August 2008
Skills
Credit, Banking, Financial Analysis, Relationship Management, Cash Management, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Services, Finance, Investments, Sales, Customer Service, Risk Management, Financial Modeling, Sales Management, Forecasting, Business Relationship..., Retail, Insurance, Marketing, Loans, Teamwork, Commercial Lending, Commercial Banking, Private Banking, Retail Banking, Customer Experience, Cross Selling, Consumer Lending
Education
Brooks College 2006 — 2008
Associates of Arts Degree, Merchandise and Marketing
Alton Tjahyono Alton Tjahyono's First Foundation Inc. Experience May 2014 - Present
Job Operations Associate at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
First Foundation Inc. January 2014 - May 2014
New Penn Financial, LLC September 2012 - December 2013
Irvine Lending April 2012 - July 2012
Internal Revenue Service February 2012 - April 2012
First Foundation Bank September 2011 - February 2012
Holiday Inn Hotel & Suites April 2011 - December 2011
UC Irvine March 2011 - June 2011
UC Irvine September 2009 - March 2010
Skills
Real Estate, Quantitative Finance, Corporate Finance, Fixed Income Analysis, Equity Valuation, Financial Analysis, Finance, Residential Mortgages, Mortgage Compliance, Portfolio Management, Financial Modeling, Auditing, Investments, Loans, Strategic Financial..., Analysis, Credit, Accounting, Bloomberg Terminal
Education
UCI 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
First Foundation Inc. May 2014 - Present
First Foundation Inc. January 2014 - May 2014
New Penn Financial, LLC September 2012 - December 2013
Irvine Lending April 2012 - July 2012
Internal Revenue Service February 2012 - April 2012
First Foundation Bank September 2011 - February 2012
Holiday Inn Hotel & Suites April 2011 - December 2011
UC Irvine March 2011 - June 2011
UC Irvine September 2009 - March 2010
Skills
Real Estate, Quantitative Finance, Corporate Finance, Fixed Income Analysis, Equity Valuation, Financial Analysis, Finance, Residential Mortgages, Mortgage Compliance, Portfolio Management, Financial Modeling, Auditing, Investments, Loans, Strategic Financial..., Analysis, Credit, Accounting, Bloomberg Terminal
Education
UCI 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
David Balajadia David Balajadia's First Foundation Inc. Experience September 2014 - February 2015
Job Flight Attendant at Delta Air Lines
Industry Professional Training & Coaching
Experience
Delta Air Lines February 2015 - Present
First Foundation Inc. September 2014 - February 2015
Lionel Sawyer & Collins September 2014 - September 2014
EMPLOYERS December 2012 - August 2014
EMPLOYERS April 2007 - November 2012
The Berkley Group, Inc November 2004 - February 2007
Citi February 2002 - November 2004
Wells Fargo September 2001 - February 2002
Target August 2001 - February 2002
California Pizza Kitchen February 2000 - June 2001
Skills
Customer Service, Insurance, Training, Leadership, Project Planning, Team Building, Process Improvement, Budgets, Coaching, Employee Relations, Vendor Management, Management, Human Resources, Program Management, Strategic Planning, Event Planning, Microsoft Excel, Employee Benefits, Recruiting, Microsoft Office, New Business Development, Workers Compensation, Sales, SharePoint, Benefits Administration, Executive Management, Event Management, Microsoft Word
Education
University of Phoenix
Bachelors of Arts, Business Management
Chabot College
Associates, Business Administration
John F. Kennedy
High School, General Education
Delta Air Lines February 2015 - Present
First Foundation Inc. September 2014 - February 2015
Lionel Sawyer & Collins September 2014 - September 2014
EMPLOYERS December 2012 - August 2014
EMPLOYERS April 2007 - November 2012
The Berkley Group, Inc November 2004 - February 2007
Citi February 2002 - November 2004
Wells Fargo September 2001 - February 2002
Target August 2001 - February 2002
California Pizza Kitchen February 2000 - June 2001
Skills
Customer Service, Insurance, Training, Leadership, Project Planning, Team Building, Process Improvement, Budgets, Coaching, Employee Relations, Vendor Management, Management, Human Resources, Program Management, Strategic Planning, Event Planning, Microsoft Excel, Employee Benefits, Recruiting, Microsoft Office, New Business Development, Workers Compensation, Sales, SharePoint, Benefits Administration, Executive Management, Event Management, Microsoft Word
Education
University of Phoenix
Bachelors of Arts, Business Management
Chabot College
Associates, Business Administration
John F. Kennedy
High School, General Education
Ashot Hareyan's First Foundation Inc. Experience January 2015 - Present
Job Business Process Analyst at First Foundation Inc.
Industry Banking
Experience
First Foundation Inc. January 2015 - Present
First Foundation Inc. May 2014 - December 2014
UC Irvine School of Law March 2011 - May 2014
Stor It All Self Storage September 2009 - September 2010
Area Phone Bank January 2008 - January 2009
Skills
Customer Service, Communication, Sense Of Responsibility, Work Well Unsupervised, Enthusiastic Team Member, Goal Oriented, Exceptionally well..., Desktop Deployment, Team Building, Leadership, Sales, Time Management, PowerPoint, Fundraising, Event Planning, Public Speaking, Microsoft Word, Editing, Facebook, Research, Spanish, Microsoft Excel, Social Media
Education
UC Irvine 2010 — 2014
Business and Information Management, Business/Information Computer Science
Burbank High School 2006 — 2010
High School Diploma
First Foundation Inc. January 2015 - Present
First Foundation Inc. May 2014 - December 2014
UC Irvine School of Law March 2011 - May 2014
Stor It All Self Storage September 2009 - September 2010
Area Phone Bank January 2008 - January 2009
Skills
Customer Service, Communication, Sense Of Responsibility, Work Well Unsupervised, Enthusiastic Team Member, Goal Oriented, Exceptionally well..., Desktop Deployment, Team Building, Leadership, Sales, Time Management, PowerPoint, Fundraising, Event Planning, Public Speaking, Microsoft Word, Editing, Facebook, Research, Spanish, Microsoft Excel, Social Media
Education
UC Irvine 2010 — 2014
Business and Information Management, Business/Information Computer Science
Burbank High School 2006 — 2010
High School Diploma
Erik Harijanto Erik Harijanto's First Foundation Inc. Experience January 2013 - Present
Job Systems Administrator at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. January 2013 - Present
First Foundation, Inc. June 2011 - December 2012
Inti Marina Netting April 2007 - September 2010
Universitas Kristen Krida Wacana August 2006 - August 2007
Skills
Active Directory, Network Administration, LAN Switching, Citrix, VMware, Microsoft Office, Routing, Web Design, Web Applications, Website Development, VMware ESX, Exchange Connectivity, Cisco IOS, Windows 7, Windows Server 2008, Windows Server 2003, Mac OS, Blackberry Enterprise..., XenServer, XenDesktop, XenApp, VMware Infrastructure, SalesLogix, Advent, DNS administration, Virtualization, Laserfiche, Disaster Recovery, Troubleshooting, Citrix Metaframe, Windows Server, DNS, WAN, Information Technology, Technical Support, System Deployment, Microsoft Exchange
Education
Universitas Kristen Krida Wacana 2004 — 2008
Bachelor of Science, Information Technology
IPEKA Christian High School 2002 — 2004
First Foundation, Inc. January 2013 - Present
First Foundation, Inc. June 2011 - December 2012
Inti Marina Netting April 2007 - September 2010
Universitas Kristen Krida Wacana August 2006 - August 2007
Skills
Active Directory, Network Administration, LAN Switching, Citrix, VMware, Microsoft Office, Routing, Web Design, Web Applications, Website Development, VMware ESX, Exchange Connectivity, Cisco IOS, Windows 7, Windows Server 2008, Windows Server 2003, Mac OS, Blackberry Enterprise..., XenServer, XenDesktop, XenApp, VMware Infrastructure, SalesLogix, Advent, DNS administration, Virtualization, Laserfiche, Disaster Recovery, Troubleshooting, Citrix Metaframe, Windows Server, DNS, WAN, Information Technology, Technical Support, System Deployment, Microsoft Exchange
Education
Universitas Kristen Krida Wacana 2004 — 2008
Bachelor of Science, Information Technology
IPEKA Christian High School 2002 — 2004
Sonya Stiel Sonya Stiel's First Foundation Inc. Experience January 2010 - August 2012
Job Client Service/Operations Specialist
Industry Financial Services
Experience
First Foundation, Inc. January 2010 - August 2012
Raymond James Financial & Community First Bank February 2006 - December 2009
Edward Jones July 2000 - February 2006
Arvest Bank July 1997 - July 2000
Skills
Customer Service, Finance, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Administrative Work, Microsoft Word, Portfolio Management, Equities, Mutual Funds, Financial Advisory, Financial Services, Banking, Investment Advisory, Brokerage, Training, Leadership, Strategic Financial..., Asset Management, Wealth Management, Retirement Planning, Event Planning, Wealth, Fixed Income, Loans, Office Management
Education
University of Arkansas 1990 — 1993
B.S.B.A., Business Administration Finance
Berryville High School
First Foundation, Inc. January 2010 - August 2012
Raymond James Financial & Community First Bank February 2006 - December 2009
Edward Jones July 2000 - February 2006
Arvest Bank July 1997 - July 2000
Skills
Customer Service, Finance, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Administrative Work, Microsoft Word, Portfolio Management, Equities, Mutual Funds, Financial Advisory, Financial Services, Banking, Investment Advisory, Brokerage, Training, Leadership, Strategic Financial..., Asset Management, Wealth Management, Retirement Planning, Event Planning, Wealth, Fixed Income, Loans, Office Management
Education
University of Arkansas 1990 — 1993
B.S.B.A., Business Administration Finance
Berryville High School
Marea Baker Marea Baker's First Foundation Inc. Experience April 2011 - March 2014
Job Client Service Manager at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. April 2011 - March 2014
Wells Fargo Bank January 2008 - December 2010
World Savings / Wachovia 2006 - 2008
Malibu Boats December 2003 - March 2006
Education
University of Phoenix 2005 — 2008
Business Administration and Management, General
First Foundation, Inc. April 2011 - March 2014
Wells Fargo Bank January 2008 - December 2010
World Savings / Wachovia 2006 - 2008
Malibu Boats December 2003 - March 2006
Education
University of Phoenix 2005 — 2008
Business Administration and Management, General
Rhapsody Budiono Rhapsody Budiono's First Foundation Inc. Experience July 2012 - June 2014
Job Web Application Developer at Swifttech Solutions
Industry Information Technology and Services
Experience
SwiftTech Technology Solutions LLC July 2015 - Present
Promark Financial September 2014 - February 2015
First Foundation, Inc. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Windows Server, Teamwork, Troubleshooting, Active Directory, Servers, Management
Education
California State University-Fullerton 2012 — 2015
Bachelor's degree, Computer Science
Saddleback College 2009 — 2012
Associate's degree, Computer Science
SwiftTech Technology Solutions LLC July 2015 - Present
Promark Financial September 2014 - February 2015
First Foundation, Inc. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Windows Server, Teamwork, Troubleshooting, Active Directory, Servers, Management
Education
California State University-Fullerton 2012 — 2015
Bachelor's degree, Computer Science
Saddleback College 2009 — 2012
Associate's degree, Computer Science
Edward Lowndes Edward Lowndes's First Foundation Inc. Experience May 2014 - Present
Job Director of Operations at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
Jason Randhawa, ICD.D Jason Randhawa, ICD.D's First Foundation Inc. Experience 2002 - 2004
Job Executive, Entrepreneur, Advisor
Industry Management Consulting
Experience
Randhawa Consulting Ltd. 2009 - Present
MacKay CEO Forums 2015 - Present
Vadu Inc. 2014 - Present
First Foundation Insurance Inc. 2012 - Present
ClearRisk Inc. 2011 - 2014
Alberta Innovates - Technology Futures 2012 - 2013
Finning (Canada) 2008 - 2009
Centre for Family Literacy Society of Alberta 2005 - 2008
SCM Insurance Services 2004 - 2008
First Foundation Inc. 2002 - 2004
Skills
Strategic Planning, New Business Development, Business Strategy, Mergers, Business Development, Team Leadership, Business Planning, Marketing Strategy, Sales Management, Change Management, Negotiation, Start-ups, Risk Management, Entrepreneurship, Strategy, Management, Project Management, Team Building, Marketing, Business Process..., Process Improvement, Marketing Communications, Mergers & Acquisitions, Program Management, Executive Management, Management Consulting, Consulting, Project Planning, Business Analysis, Coaching, Budgets, Investments, Leadership, Strategic Partnerships, Market Research, Competitive Analysis, Cross-functional Team..., Leadership Development, Contract Negotiation, CRM, Operations Management, Analysis, Product Development, International Business, Strategic Thinking, Sales, Product Management, Public Speaking, Forecasting
Education
University of Toronto - Rotman School of Management
Directors Education Program (DEP)
University of Saskatchewan
Bachelor of Commerce (B.Com.), Marketing and Finance
Randhawa Consulting Ltd. 2009 - Present
MacKay CEO Forums 2015 - Present
Vadu Inc. 2014 - Present
First Foundation Insurance Inc. 2012 - Present
ClearRisk Inc. 2011 - 2014
Alberta Innovates - Technology Futures 2012 - 2013
Finning (Canada) 2008 - 2009
Centre for Family Literacy Society of Alberta 2005 - 2008
SCM Insurance Services 2004 - 2008
First Foundation Inc. 2002 - 2004
Skills
Strategic Planning, New Business Development, Business Strategy, Mergers, Business Development, Team Leadership, Business Planning, Marketing Strategy, Sales Management, Change Management, Negotiation, Start-ups, Risk Management, Entrepreneurship, Strategy, Management, Project Management, Team Building, Marketing, Business Process..., Process Improvement, Marketing Communications, Mergers & Acquisitions, Program Management, Executive Management, Management Consulting, Consulting, Project Planning, Business Analysis, Coaching, Budgets, Investments, Leadership, Strategic Partnerships, Market Research, Competitive Analysis, Cross-functional Team..., Leadership Development, Contract Negotiation, CRM, Operations Management, Analysis, Product Development, International Business, Strategic Thinking, Sales, Product Management, Public Speaking, Forecasting
Education
University of Toronto - Rotman School of Management
Directors Education Program (DEP)
University of Saskatchewan
Bachelor of Commerce (B.Com.), Marketing and Finance
Rick Keller, CFP Rick Keller, CFP's First Foundation Inc. Experience January 1990 - Present
Job Chairman First Foundation Inc. and Chairman First Foundation Advisors
Industry Financial Services
Experience
First Foundation, Inc. January 1990 - Present
The Keller Group Investment Management Inc. January 1990 - October 2007
Skills
Wealth Management, Commercial Banking, Investments, Financial Advisory, Strategic Financial..., Series 7, Portfolio Management, Wealth, High Net Worth..., Private Banking, Estate Planning, Asset Management, Investment Advisory, Valuation, Investment Management, Small Business, Mortgage Lending, Retirement Planning, Financial Services, Fixed Income, Leadership, Financial Analysis, 401k, Private Equity, Alternative Investments, Equities, Financial Modeling, Asset Allocation, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Securities, Series 63, Wealth Management..., Finance, Loans, Asset Managment, Commercial Lending, Cash Management, Bonds, Banking, Financial Planners, Hedge Funds, Financial Planning
Education
San Diego State University-California State University 1977 — 1979
BS, Finance
First Foundation, Inc. January 1990 - Present
The Keller Group Investment Management Inc. January 1990 - October 2007
Skills
Wealth Management, Commercial Banking, Investments, Financial Advisory, Strategic Financial..., Series 7, Portfolio Management, Wealth, High Net Worth..., Private Banking, Estate Planning, Asset Management, Investment Advisory, Valuation, Investment Management, Small Business, Mortgage Lending, Retirement Planning, Financial Services, Fixed Income, Leadership, Financial Analysis, 401k, Private Equity, Alternative Investments, Equities, Financial Modeling, Asset Allocation, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Securities, Series 63, Wealth Management..., Finance, Loans, Asset Managment, Commercial Lending, Cash Management, Bonds, Banking, Financial Planners, Hedge Funds, Financial Planning
Education
San Diego State University-California State University 1977 — 1979
BS, Finance
Nella Webster O'Grady Nella Webster O'Grady's First Foundation Inc. Experience July 2008 - August 2009
Job Principal at Palo Capital, Inc.
Industry Investment Management
Experience
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
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
Lorrie Asker Lorrie Asker's First Foundation Inc. Experience August 2015 - Present
Job SVP / Commercial Banking Executive
Industry Banking
Experience
First Foundation Inc. August 2015 - Present
Umpqua Bank April 2014 - August 2015
Sterling Bank September 2013 - April 2014
Sterling Savings Bank August 2012 - September 2013
Sterling Bank July 2011 - August 2012
Sterling Savings Bank February 2004 - July 2011
Sterling Savings Bank July 1998 - February 2004
Skills
Budgets, Leadership, Process Improvement, Portfolio Management, Credit, Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Financial Analysis, Consumer Lending, Loan Origination, Lines Of Credit, Underwriting, Credit Analysis, Mortgage Lending, Team Building
Education
Pacific Coast Banking School 2004 — 2006
Master's Degree, Banking
The College of William and Mary 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Idaho 1985 — 1989
BS, Organizational Communication
First Foundation Inc. August 2015 - Present
Umpqua Bank April 2014 - August 2015
Sterling Bank September 2013 - April 2014
Sterling Savings Bank August 2012 - September 2013
Sterling Bank July 2011 - August 2012
Sterling Savings Bank February 2004 - July 2011
Sterling Savings Bank July 1998 - February 2004
Skills
Budgets, Leadership, Process Improvement, Portfolio Management, Credit, Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Financial Analysis, Consumer Lending, Loan Origination, Lines Of Credit, Underwriting, Credit Analysis, Mortgage Lending, Team Building
Education
Pacific Coast Banking School 2004 — 2006
Master's Degree, Banking
The College of William and Mary 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Idaho 1985 — 1989
BS, Organizational Communication
Vincent Vu Huynh Vincent Vu Huynh's First Foundation Inc. Experience December 2010 - Present
Job Associate at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. December 2010 - Present
Acquisition Group Inc. November 2005 - 2009
American Express Financial Advisors May 2004 - May 2005
Skills
Equities, Portfolio Management, Financial Modeling, Fixed Income, Investments, Mutual Funds, Capital Markets, Asset Allocation, financial analysis, Financial Statement..., Equity Trading, Trading Systems, Fixed Income Analysis, Bloomberg, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Series 7, Trading, Asset Management
Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Finance
First Foundation, Inc. December 2010 - Present
Acquisition Group Inc. November 2005 - 2009
American Express Financial Advisors May 2004 - May 2005
Skills
Equities, Portfolio Management, Financial Modeling, Fixed Income, Investments, Mutual Funds, Capital Markets, Asset Allocation, financial analysis, Financial Statement..., Equity Trading, Trading Systems, Fixed Income Analysis, Bloomberg, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Series 7, Trading, Asset Management
Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Finance
Paige Skinker Paige Skinker's First Foundation Inc. Experience September 2008 - Present
Job VP/Controller at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. September 2008 - Present
Pacific Premier Bank April 1998 - May 2008
Skills
Cash Management, Financial Reporting, Banking, SEC filings, Commercial Banking, Finance, Financial Analysis
Education
California State University-Long Beach 1983 — 1987
B.A., Economics
First Foundation, Inc. September 2008 - Present
Pacific Premier Bank April 1998 - May 2008
Skills
Cash Management, Financial Reporting, Banking, SEC filings, Commercial Banking, Finance, Financial Analysis
Education
California State University-Long Beach 1983 — 1987
B.A., Economics
Jacob Aguirre Jacob Aguirre's First Foundation Inc. Experience July 2014 - Present
Job Learning and Development Manager at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. July 2014 - Present
Wells Fargo November 2009 - July 2014
Skills
Strategic Consulting, Team Leadership, Team Building, Teaching, Employee Training, Partnerships, Job Evaluation, Mentoring, Methodology, Budget Monitoring, Management, Coaching, Workshop Facilitation, Training, Leadership, Executive Coaching, Process Improvement, Performance Management, Organizational..., Training & Development
Education
University of California, Santa Cruz
First Foundation Inc. July 2014 - Present
Wells Fargo November 2009 - July 2014
Skills
Strategic Consulting, Team Leadership, Team Building, Teaching, Employee Training, Partnerships, Job Evaluation, Mentoring, Methodology, Budget Monitoring, Management, Coaching, Workshop Facilitation, Training, Leadership, Executive Coaching, Process Improvement, Performance Management, Organizational..., Training & Development
Education
University of California, Santa Cruz
Stephanie Sheveland Stephanie Sheveland's First Foundation Inc. Experience September 2015 - Present
Job Banking
Industry Banking
Experience
First Foundation Inc. September 2015 - Present
California Republic Bank January 2013 - August 2015
RR Dirt Works Inc. April 2008 - June 2012
Starwood Vacation Ownership January 2005 - January 2008
Coldwell Banker Island Proerties 1998 - 2000
Skills
Banking, Sales Management, Account Management, Customer Service, Marketing Strategy, Marketing Communications, Real Estate, Advertising, Photography, Sales, Loans, Mortgage Lending, New Business Development, Marketing, Business Development, Credit, Commercial Mortgages, Commercial Lending, Real Estate Economics, Portfolio Management
Education
Academy of Art University
Fine/Studio Arts, General
Crescent Valley High School
First Foundation Inc. September 2015 - Present
California Republic Bank January 2013 - August 2015
RR Dirt Works Inc. April 2008 - June 2012
Starwood Vacation Ownership January 2005 - January 2008
Coldwell Banker Island Proerties 1998 - 2000
Skills
Banking, Sales Management, Account Management, Customer Service, Marketing Strategy, Marketing Communications, Real Estate, Advertising, Photography, Sales, Loans, Mortgage Lending, New Business Development, Marketing, Business Development, Credit, Commercial Mortgages, Commercial Lending, Real Estate Economics, Portfolio Management
Education
Academy of Art University
Fine/Studio Arts, General
Crescent Valley High School
Emily Strom Emily Strom's First Foundation Inc. Experience July 2015 - Present
Job Analyst at First Foundation
Industry Financial Services
Experience
First Foundation Inc. July 2015 - Present
Education
California State University-Northridge 2004 — 2006
BS
First Foundation Inc. July 2015 - Present
Education
California State University-Northridge 2004 — 2006
BS
Dylan Andrews Dylan Andrews's First Foundation Inc. Experience July 2014 - August 2014
Job Graduate of the University of Arizona
Industry Financial Services
Experience
FC Tucson December 2014 - February 2015
First Foundation Inc. July 2014 - August 2014
Sound Equity Inc. June 2014 - August 2014
Elite Storage Solutions May 2013 - August 2013
St. Regis Monarch Beach Luxury Hotel & Resort June 2012 - September 2012
Zig Zag Inc. May 2011 - August 2011
Skills
Leadership, Time Management, Business Strategy, Microsoft Excel, Marketing Strategy, Analytical Skills, Strategic Planning, Business Communications, Accounting, Business Analysis, Investments, Finance, Organization, Brand Development, Creative Problem Solving, Sales, Management, Marketing, Goal Oriented, Teamwork, Public Speaking, Innovation
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
FC Tucson December 2014 - February 2015
First Foundation Inc. July 2014 - August 2014
Sound Equity Inc. June 2014 - August 2014
Elite Storage Solutions May 2013 - August 2013
St. Regis Monarch Beach Luxury Hotel & Resort June 2012 - September 2012
Zig Zag Inc. May 2011 - August 2011
Skills
Leadership, Time Management, Business Strategy, Microsoft Excel, Marketing Strategy, Analytical Skills, Strategic Planning, Business Communications, Accounting, Business Analysis, Investments, Finance, Organization, Brand Development, Creative Problem Solving, Sales, Management, Marketing, Goal Oriented, Teamwork, Public Speaking, Innovation
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
Jim Garrison, CFA Jim Garrison, CFA's First Foundation Inc. Experience February 1999 - Present
Job Portfolio Manager
Industry Financial Services
Experience
First Foundation, Inc. February 1999 - Present
Arthur Andersen, LLP February 1998 - December 1998
Skills
Portfolio Management, Financial Advisory, Wealth Management, Equities, Asset Allocation, Investment Management, Closed-end Funds
Education
UC Davis 1993 — 1997
Bachelor of Science (B.S.), Agricultural Economics
First Foundation, Inc. February 1999 - Present
Arthur Andersen, LLP February 1998 - December 1998
Skills
Portfolio Management, Financial Advisory, Wealth Management, Equities, Asset Allocation, Investment Management, Closed-end Funds
Education
UC Davis 1993 — 1997
Bachelor of Science (B.S.), Agricultural Economics
Kyle Auslander Kyle Auslander's First Foundation Inc. Experience August 2012 - Present
Job AVP, Client Service Manager at First Foundation Bank, Inc.
Industry Banking
Experience
First Foundation, Inc. August 2012 - Present
Chase October 2010 - August 2012
State Farm August 2009 - October 2010
Comerica November 2008 - August 2009
Wamu Investments April 2008 - October 2008
Wachovia, A Wells Fargo Company May 2006 - April 2008
World Savings December 2003 - May 2006
Atlas Securities December 2003 - March 2006
Skills
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Retirement, Portfolio Management, Financial Modeling, Estate Planning, Banking, Financial Planning, Financial Services, Leadership, Loans, Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Finance, General
Santiago Community College 2000 — 2008
AA, Business
First Foundation, Inc. August 2012 - Present
Chase October 2010 - August 2012
State Farm August 2009 - October 2010
Comerica November 2008 - August 2009
Wamu Investments April 2008 - October 2008
Wachovia, A Wells Fargo Company May 2006 - April 2008
World Savings December 2003 - May 2006
Atlas Securities December 2003 - March 2006
Skills
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Retirement, Portfolio Management, Financial Modeling, Estate Planning, Banking, Financial Planning, Financial Services, Leadership, Loans, Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Finance, General
Santiago Community College 2000 — 2008
AA, Business
Raymond F. Conlon, CFP® AIF® Raymond F. Conlon, CFP® AIF®'s First Foundation Inc. Experience July 1994 - December 1996
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Reema Chand-Bora Reema Chand-Bora's First Foundation Inc. Experience July 2015 - Present
Job AVP, Commercial Client Services Manager at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. July 2015 - Present
Umpqua Bank July 2014 - July 2015
Opus Bank June 2011 - June 2014
OneWest Bank October 2005 - June 2011
Skills
Banking, Loans, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Finance, Lines Of Credit, Customer Service, Mortgage Banking, Mortgage Lending, Cash Management, Risk Management, Customer Retention, Refinance, Relationship Management, Credit, Underwriting, Credit Analysis
Education
University of Phoenix
Bachelor of Science (BS), Business Management
First Foundation Inc. July 2015 - Present
Umpqua Bank July 2014 - July 2015
Opus Bank June 2011 - June 2014
OneWest Bank October 2005 - June 2011
Skills
Banking, Loans, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Finance, Lines Of Credit, Customer Service, Mortgage Banking, Mortgage Lending, Cash Management, Risk Management, Customer Retention, Refinance, Relationship Management, Credit, Underwriting, Credit Analysis
Education
University of Phoenix
Bachelor of Science (BS), Business Management
Nika Jones's First Foundation Inc. Experience February 2010 - December 2012
Job Sales and Marketing Professional
Industry Banking
Experience
JPMorgan Chase & Co. August 2013 - Present
Bank of England December 2012 - July 2013
First Foundation Inc. February 2010 - December 2012
Steven's First Principles June 2008 - January 2010
Ace Mortgage July 2006 - April 2008
The Irvine Company September 2005 - May 2006
Education
Portland State University 2001 — 2005
Bachelor of Science, Business Administration; General Management and Marketing
JPMorgan Chase & Co. August 2013 - Present
Bank of England December 2012 - July 2013
First Foundation Inc. February 2010 - December 2012
Steven's First Principles June 2008 - January 2010
Ace Mortgage July 2006 - April 2008
The Irvine Company September 2005 - May 2006
Education
Portland State University 2001 — 2005
Bachelor of Science, Business Administration; General Management and Marketing
Andrie Tirta's First Foundation Inc. Experience April 2014 - Present
Job Contract Developer at First Foundation Inc.
Industry Computer Software
Experience
First Foundation Inc. April 2014 - Present
AACN October 2012 - August 2013
AACN December 2011 - October 2012
AACN December 2010 - September 2011
Lunchbox April 2010 - August 2010
Exsilio Consulting, Inc. June 2009 - April 2010
OneScreen Inc. May 2008 - February 2009
Foldera 2005 - 2007
Skills
jQuery, XML, JavaScript, C#, AJAX, ASP.NET, .NET, CSS, CMS, ASP.NET MVC, Web Technologies, Microsoft SQL Server, SQL, MySQL, Web Applications, SEO, NServiceBus
Education
University of California, Irvine 2001 — 2003
Bachelor, Information and Computer Science
First Foundation Inc. April 2014 - Present
AACN October 2012 - August 2013
AACN December 2011 - October 2012
AACN December 2010 - September 2011
Lunchbox April 2010 - August 2010
Exsilio Consulting, Inc. June 2009 - April 2010
OneScreen Inc. May 2008 - February 2009
Foldera 2005 - 2007
Skills
jQuery, XML, JavaScript, C#, AJAX, ASP.NET, .NET, CSS, CMS, ASP.NET MVC, Web Technologies, Microsoft SQL Server, SQL, MySQL, Web Applications, SEO, NServiceBus
Education
University of California, Irvine 2001 — 2003
Bachelor, Information and Computer Science
Eva Chen's First Foundation Inc. Experience September 2015 - Present
Job CRM Analyst at First Foundation Inc.
Industry Banking
Experience
First Foundation Inc. September 2015 - Present
Opus Bank May 2012 - March 2015
Commerce National Bank January 2007 - May 2012
Commerce National Bank January 2007 - December 2010
Commercial Capital Bank October 2002 - January 2007
US Bank May 1997 - October 2002
Pacific Century Bank May 1997 - October 2002
Skills
Research, Banking, Risk Management, Customer Service, Commercial Banking, Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Retail Banking, Operations Management, Cash Management, Small Business Lending, Management, Commercial Lending, Sales
Education
University of California, Irvine 2008 — 2010
Business Administration Certificate
University of California, Irvine 1994 — 1997
Business Administration
Mater Dei High School 1990 — 1994
First Foundation Inc. September 2015 - Present
Opus Bank May 2012 - March 2015
Commerce National Bank January 2007 - May 2012
Commerce National Bank January 2007 - December 2010
Commercial Capital Bank October 2002 - January 2007
US Bank May 1997 - October 2002
Pacific Century Bank May 1997 - October 2002
Skills
Research, Banking, Risk Management, Customer Service, Commercial Banking, Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Retail Banking, Operations Management, Cash Management, Small Business Lending, Management, Commercial Lending, Sales
Education
University of California, Irvine 2008 — 2010
Business Administration Certificate
University of California, Irvine 1994 — 1997
Business Administration
Mater Dei High School 1990 — 1994
Andrew Castillo Andrew Castillo's First Foundation Inc. Experience March 2012 - Present
Job Trust Associate at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
Richard Lange, CWS®, AIF® Richard Lange, CWS®, AIF®'s First Foundation Inc. Experience November 2011 - January 2014
Job Vice President Wealth Strategist Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management June 2015 - Present
Zions Capital Advisors January 2014 - Present
First Foundation Inc. November 2011 - January 2014
KMJ Corbin & Company LLP January 2006 - November 2011
Stonefield Josephson October 2002 - December 2006
Skills
Connecting People, Investments, Private Equity, Mergers, Venture Capital, Investment Banking, Asset Managment, Business Development, Entrepreneurship, Alternative Investments, Finance, Corporate Development, Small Business, Investor Relations, Financial Services, Competitive Analysis, Start-ups, Wealth Management, Real Estate, Hedge Funds, Leadership, Emerging Markets, Banking, Strategic Planning, Equities, Funding, Mergers & Acquisitions, Loans, Asset Management, IPO, Credit, Joint Ventures, Portfolio Management, Securities, Strategy, Executive Management, Investment Strategies, Strategic Financial..., Leveraged Finance, Strategic Partnerships, Private Placements, Investment Management, EB-5 financing, Royalties, Sales Management, Strategic Communications, Corporate Communications, Financial Planning, Fiduciary, Financial Advisory
Education
California State University-Fullerton 1986 — 1993
BA, Communications
Servite High School 1982 — 1986
Northern Trust Wealth Management June 2015 - Present
Zions Capital Advisors January 2014 - Present
First Foundation Inc. November 2011 - January 2014
KMJ Corbin & Company LLP January 2006 - November 2011
Stonefield Josephson October 2002 - December 2006
Skills
Connecting People, Investments, Private Equity, Mergers, Venture Capital, Investment Banking, Asset Managment, Business Development, Entrepreneurship, Alternative Investments, Finance, Corporate Development, Small Business, Investor Relations, Financial Services, Competitive Analysis, Start-ups, Wealth Management, Real Estate, Hedge Funds, Leadership, Emerging Markets, Banking, Strategic Planning, Equities, Funding, Mergers & Acquisitions, Loans, Asset Management, IPO, Credit, Joint Ventures, Portfolio Management, Securities, Strategy, Executive Management, Investment Strategies, Strategic Financial..., Leveraged Finance, Strategic Partnerships, Private Placements, Investment Management, EB-5 financing, Royalties, Sales Management, Strategic Communications, Corporate Communications, Financial Planning, Fiduciary, Financial Advisory
Education
California State University-Fullerton 1986 — 1993
BA, Communications
Servite High School 1982 — 1986
Karen Prinz Karen Prinz's First Foundation Inc. Experience July 2008 - Present
Job Vice President at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. July 2008 - Present
First American Trust April 1988 - June 2008
Education
Pepperdine University
CTFA
First Foundation, Inc. July 2008 - Present
First American Trust April 1988 - June 2008
Education
Pepperdine University
CTFA
Henry Jenkins, MBA Henry Jenkins, MBA's First Foundation Inc. Experience January 2008 - November 2010
Job IT Leadership Vision and Execution
Industry Hospital & Health Care
Experience
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
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
Jody Valdivia's First Foundation Inc. Experience April 2015 - Present
Job Human Resources Generalist at First Foundation Inc.
Industry Human Resources
Experience
First Foundation Inc. April 2015 - Present
American Career College and West Coast University July 2013 - April 2015
Core Centrix July 2011 - July 2013
Skills
Human Resources, Leave of Absence..., HR Reports, Employee Benefits, Employee Relations, Performance Management, Recruiting, Management, PowerPoint, Coaching, Leadership, Networking, New Hire Orientations, Marketing, Microsoft Word, Employee Training, HR Policies, Benefits Administration, Disaster Recovery, Customer Service, Training & Development, Onboarding, Presentation Skills, Training Facilitation, Team Building, Microsoft Office, Microsoft Excel, Talent Acquisition, HRIS, Personnel Management, Payroll, ADP Payroll, Interviews, Employee Engagement, Reporting & Analysis, HR Project Management, Performance Reviews, Social Media, Employee Handbooks, Organizational...
Education
University of Notre Dame 2007 — 2011
Bachelor of Arts (B.A.), Psychology and Sociology
University of California, Irvine
Human Resources Management
First Foundation Inc. April 2015 - Present
American Career College and West Coast University July 2013 - April 2015
Core Centrix July 2011 - July 2013
Skills
Human Resources, Leave of Absence..., HR Reports, Employee Benefits, Employee Relations, Performance Management, Recruiting, Management, PowerPoint, Coaching, Leadership, Networking, New Hire Orientations, Marketing, Microsoft Word, Employee Training, HR Policies, Benefits Administration, Disaster Recovery, Customer Service, Training & Development, Onboarding, Presentation Skills, Training Facilitation, Team Building, Microsoft Office, Microsoft Excel, Talent Acquisition, HRIS, Personnel Management, Payroll, ADP Payroll, Interviews, Employee Engagement, Reporting & Analysis, HR Project Management, Performance Reviews, Social Media, Employee Handbooks, Organizational...
Education
University of Notre Dame 2007 — 2011
Bachelor of Arts (B.A.), Psychology and Sociology
University of California, Irvine
Human Resources Management
Syeda Hashmi Syeda Hashmi's First Foundation Inc. Experience April 2015 - Present
Job Senior Vice President at First Foundation Inc.
Industry Banking
Experience
First Foundation Inc. April 2015 - Present
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Relationship Management, Credit Analysis, Sales Management, Executive Management, Business Development, Risk Management, Portfolio Management, Banking, Retail Banking, Commercial Mortgages, Financial Services, Cross-functional Team..., SBA, Mortgage Lending, Investments, Asset Based Lending, Finance, Cash Management, Cross Selling, Leadership, Treasury Management, Small Business Lending, Management, Consumer Lending, Team Leadership, Lines Of Credit, Loan Origination, Business Planning, Private Banking, Underwriting
Education
University of Washington 2013 — 2015
Pacific Coast Banking School, Banking and Financial Support Services
Harvard University 2011 — 2012
Management, Harvard Business School, Completed Jan 2012
Columbia University - Columbia Business School 2010 — 2010
Customer Experience Management, CEM
Six Sigma 2009 — 2010
Six SiGma, Black Belt Certification
First Foundation Inc. April 2015 - Present
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Relationship Management, Credit Analysis, Sales Management, Executive Management, Business Development, Risk Management, Portfolio Management, Banking, Retail Banking, Commercial Mortgages, Financial Services, Cross-functional Team..., SBA, Mortgage Lending, Investments, Asset Based Lending, Finance, Cash Management, Cross Selling, Leadership, Treasury Management, Small Business Lending, Management, Consumer Lending, Team Leadership, Lines Of Credit, Loan Origination, Business Planning, Private Banking, Underwriting
Education
University of Washington 2013 — 2015
Pacific Coast Banking School, Banking and Financial Support Services
Harvard University 2011 — 2012
Management, Harvard Business School, Completed Jan 2012
Columbia University - Columbia Business School 2010 — 2010
Customer Experience Management, CEM
Six Sigma 2009 — 2010
Six SiGma, Black Belt Certification
Navinder Nick Rai Navinder Nick Rai's First Foundation Inc. Experience January 2014 - Present
Job AVP/Branch Manager at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. January 2014 - Present
First Foundation Inc. January 2013 - December 2013
First Foundation, Inc. July 2010 - December 2012
BMH International July 2009 - July 2010
Skills
Sales, Banking, Finance, Management, Customer Service, Commercial Banking, Time Management, Retail Banking, Leadership, Microsoft Office, Credit, Financial Analysis, Investments, Loans, Portfolio Management
Education
California State University-Fresno 2006 — 2009
Finance, Business Administration
Pasadena City College 2003 — 2006
None, General Education
First Foundation Inc. January 2014 - Present
First Foundation Inc. January 2013 - December 2013
First Foundation, Inc. July 2010 - December 2012
BMH International July 2009 - July 2010
Skills
Sales, Banking, Finance, Management, Customer Service, Commercial Banking, Time Management, Retail Banking, Leadership, Microsoft Office, Credit, Financial Analysis, Investments, Loans, Portfolio Management
Education
California State University-Fresno 2006 — 2009
Finance, Business Administration
Pasadena City College 2003 — 2006
None, General Education
Thomas W. Hulick, CIMA's First Foundation Inc. Experience August 2010 - October 2012
Job President and CEO, Holly Street Wealth Management
Industry Financial Services
Experience
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Eileen Tonel's First Foundation Inc. Experience 2010 - July 2010
Job Business Planning Analyst
Industry Marketing and Advertising
Experience
MOBIS Parts America July 2015 - Present
NWP Services Corporation June 2010 - June 2015
First Foundation, Inc. 2010 - July 2010
Coury & Buehler Physical Therapy 2006 - April 2010
Skills
Project Management, Customer Service, Healthcare Industry, Microsoft Office, Process Improvement, Marketing, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Team Building, Business Strategy, Leadership, Management, PowerPoint, Strategic Planning
Education
University of California, Irvine 2001 — 2005
Bachelor's, Biological Sciences, Psychology & Social Behavior
Whitney High School 1997 — 2001
Diploma
MOBIS Parts America July 2015 - Present
NWP Services Corporation June 2010 - June 2015
First Foundation, Inc. 2010 - July 2010
Coury & Buehler Physical Therapy 2006 - April 2010
Skills
Project Management, Customer Service, Healthcare Industry, Microsoft Office, Process Improvement, Marketing, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Team Building, Business Strategy, Leadership, Management, PowerPoint, Strategic Planning
Education
University of California, Irvine 2001 — 2005
Bachelor's, Biological Sciences, Psychology & Social Behavior
Whitney High School 1997 — 2001
Diploma
Catherine Puckett's First Foundation Inc. Experience November 2012 - Present
Job Vice President/Private Banker with First Foundation Bank
Industry Banking
Experience
First Foundation, Inc. November 2012 - Present
Union Bank April 2003 - March 2011
Paychex 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Small Business Lending, SBA, Credit, Commercial Lending, Commercial Mortgages, Commercial Banking, Portfolio Management, Entrepreneurship, Small Business, Loans, Lines Of Credit, Mortgage Lending, Asset Based Lending, Banking, Credit Analysis
Education
Essec Business School Paris / ESSEC 1995 — 1996
Bachelor of Arts (BA), International Business
San Diego State University-California State University 1990 — 1995
BA, International Business
First Foundation, Inc. November 2012 - Present
Union Bank April 2003 - March 2011
Paychex 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Small Business Lending, SBA, Credit, Commercial Lending, Commercial Mortgages, Commercial Banking, Portfolio Management, Entrepreneurship, Small Business, Loans, Lines Of Credit, Mortgage Lending, Asset Based Lending, Banking, Credit Analysis
Education
Essec Business School Paris / ESSEC 1995 — 1996
Bachelor of Arts (BA), International Business
San Diego State University-California State University 1990 — 1995
BA, International Business
Chantel Popadiuk's First Foundation Inc. Experience May 2015 - Present
Job Client Service Executive at First Foundation Inc.
Industry Insurance
Experience
First Foundation Inc. May 2015 - Present
Woodruff Sawyer October 2010 - 2014
The Wooditch Company May 2004 - October 2010
Skills
Casualty, Account Management, Casualty Insurance, Claim, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Underwriting, Liability, Brokers, Workers Compensation, Legal Liability, New Business Development
Education
California State University-Fullerton 2005 — 2009
BA, Advertising (Magna Cum Laude)
First Foundation Inc. May 2015 - Present
Woodruff Sawyer October 2010 - 2014
The Wooditch Company May 2004 - October 2010
Skills
Casualty, Account Management, Casualty Insurance, Claim, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Underwriting, Liability, Brokers, Workers Compensation, Legal Liability, New Business Development
Education
California State University-Fullerton 2005 — 2009
BA, Advertising (Magna Cum Laude)
Hulick, Thomas's First Foundation Inc. Experience August 2010 - Present
Job Managing Director at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. August 2010 - Present
Citizens Trust September 2007 - August 2010
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
First Foundation, Inc. August 2010 - Present
Citizens Trust September 2007 - August 2010
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
Rhonda Denning's First Foundation Inc. Experience April 2013 - Present
Job PRIVATE BANKING ASSOCIATE at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. April 2013 - Present
BANK OF AMERICA/MERRILL LYNCH September 1989 - June 2012
Las Vegas, NV March 1984 - September 1989
Realty Executives December 1980 - March 1983
Skills
Credit, Credit Analysis, Credit Risk, Loan Origination, FHA, Commercial Lending, Small Business Lending, Retail Banking, Portfolio Management, USDA, Fixed Income, VA loans, Investments, Sales, Leadership, Management, Business Development
Education
The University of Montana
WEST HIGH SCHOOL
First Foundation, Inc. April 2013 - Present
BANK OF AMERICA/MERRILL LYNCH September 1989 - June 2012
Las Vegas, NV March 1984 - September 1989
Realty Executives December 1980 - March 1983
Skills
Credit, Credit Analysis, Credit Risk, Loan Origination, FHA, Commercial Lending, Small Business Lending, Retail Banking, Portfolio Management, USDA, Fixed Income, VA loans, Investments, Sales, Leadership, Management, Business Development
Education
The University of Montana
WEST HIGH SCHOOL
Cal Jones, CFA's First Foundation Inc. Experience January 2011 - Present
Job Sr. Associate Investment Management at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. January 2011 - Present
ProFund Advisors LLC January 2009 - December 2010
Federal Energy Regulatory Commission May 2008 - August 2008
FedEx Ground May 2004 - August 2006
Skills
Valuation, Equities, Fixed Income, Security Analysis, Investment Management, Portfolio Management, Value Investing, Management Due Diligence, Options, Quantitative Finance, ETFs, SAS, Investments, Capital Markets
Education
University of North Carolina 2006 — 2008
Master of Science, Mathematical Finance
University of Pittsburgh 2002 — 2006
Bachelors of Engineering, Industrial Engineering
First Foundation, Inc. January 2011 - Present
ProFund Advisors LLC January 2009 - December 2010
Federal Energy Regulatory Commission May 2008 - August 2008
FedEx Ground May 2004 - August 2006
Skills
Valuation, Equities, Fixed Income, Security Analysis, Investment Management, Portfolio Management, Value Investing, Management Due Diligence, Options, Quantitative Finance, ETFs, SAS, Investments, Capital Markets
Education
University of North Carolina 2006 — 2008
Master of Science, Mathematical Finance
University of Pittsburgh 2002 — 2006
Bachelors of Engineering, Industrial Engineering
Neel Pujara's First Foundation Inc. Experience May 2014 - Present
Job Vice President at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
Duniya Trade January 2010 - December 2013
Bank of America October 2008 - July 2010
Wells Fargo May 2007 - October 2008
Merrill Lynch January 2004 - May 2007
Skills
Investments, Series 7, Capital Markets, Mergers, Trading, Loans, Finance, Financial Services, Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Private Equity, Investment Banking, Derivatives, Mergers & Acquisitions, Venture Capital, Business Development, Entrepreneurship, Financial Markets, Corporate Finance
Education
San Diego State University-California State University 2001 — 2003
BS, Finance
First Foundation Inc. May 2014 - Present
Duniya Trade January 2010 - December 2013
Bank of America October 2008 - July 2010
Wells Fargo May 2007 - October 2008
Merrill Lynch January 2004 - May 2007
Skills
Investments, Series 7, Capital Markets, Mergers, Trading, Loans, Finance, Financial Services, Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Private Equity, Investment Banking, Derivatives, Mergers & Acquisitions, Venture Capital, Business Development, Entrepreneurship, Financial Markets, Corporate Finance
Education
San Diego State University-California State University 2001 — 2003
BS, Finance
Christine Magallanez's First Foundation Inc. Experience November 1999 - November 2007
Job Crean College of Health & Behavioral Sciences at Chapman University
Industry Program Development
Experience
Chapman University July 2013 - Present
Chapman University August 2009 - July 2013
Klein Financial Advisors, Inc. July 2008 - July 2009
Jackson Financial Management, Inc January 2008 - July 2008
First Foundation Inc. November 1999 - November 2007
PIMCO March 1995 - February 1999
Skills
Organizational..., Leadership Development, Program Development
Education
Chapman University 2010 — 2011
Master of Arts (M.A.), Organizational Leadership
California State University, Fullerton, College of Business and Economics 1990 — 1994
Bachelors of Science, Businsess Administration, Finance and Economics
Mater Dei High School 1986 — 1990
Diploma, General Education
Chapman University July 2013 - Present
Chapman University August 2009 - July 2013
Klein Financial Advisors, Inc. July 2008 - July 2009
Jackson Financial Management, Inc January 2008 - July 2008
First Foundation Inc. November 1999 - November 2007
PIMCO March 1995 - February 1999
Skills
Organizational..., Leadership Development, Program Development
Education
Chapman University 2010 — 2011
Master of Arts (M.A.), Organizational Leadership
California State University, Fullerton, College of Business and Economics 1990 — 1994
Bachelors of Science, Businsess Administration, Finance and Economics
Mater Dei High School 1986 — 1990
Diploma, General Education
Farnaz Mehran's First Foundation Inc. Experience October 2012 - June 2013
Job Analyst at Nuveen Investment
Industry Investment Management
Experience
Nuveen Investments April 2015 - Present
F&K Delvotec Inc. July 2013 - March 2015
First Foundation Inc. October 2012 - June 2013
FUTEK Advanced Sensor Technology, Inc. September 2009 - October 2012
SIG International Ltd April 2009 - April 2011
EthosData Limited February 2009 - June 2009
PTF Group June 2005 - June 2006
Skills
Business Strategy, Mergers, Market Risk, VBA, Monte Carlo Simulation, Performance Measurement, Quantitative Analytics, Financial Modeling, Marketing Strategy, Business Process Mapping, Finance, Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investments, Product Development, Corporate Finance, Business Analysis, Equities, Business Development
Education
Imperial College London 2007 — 2009
Master's Degree, Financial Mathematics
Queen Mary, U. of London 2006 — 2007
Master's Degree, International Business/Trade/Commerce
Tehran University 2001 — 2005
Bachelor's Degree, Industrial Engineering & System Analysis
Mahdavi School 1997 — 2001
High School, Applied Mathematics, A++
Nuveen Investments April 2015 - Present
F&K Delvotec Inc. July 2013 - March 2015
First Foundation Inc. October 2012 - June 2013
FUTEK Advanced Sensor Technology, Inc. September 2009 - October 2012
SIG International Ltd April 2009 - April 2011
EthosData Limited February 2009 - June 2009
PTF Group June 2005 - June 2006
Skills
Business Strategy, Mergers, Market Risk, VBA, Monte Carlo Simulation, Performance Measurement, Quantitative Analytics, Financial Modeling, Marketing Strategy, Business Process Mapping, Finance, Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Investments, Product Development, Corporate Finance, Business Analysis, Equities, Business Development
Education
Imperial College London 2007 — 2009
Master's Degree, Financial Mathematics
Queen Mary, U. of London 2006 — 2007
Master's Degree, International Business/Trade/Commerce
Tehran University 2001 — 2005
Bachelor's Degree, Industrial Engineering & System Analysis
Mahdavi School 1997 — 2001
High School, Applied Mathematics, A++
Alfredo Freddy Rivera's First Foundation Inc. Experience January 2014 - Present
Job VP, Branch Administrator
Industry Banking
Experience
First Foundation Inc. January 2014 - Present
First Foundation, Inc. July 2010 - December 2013
Bank of America June 2002 - July 2010
Skills
Private Banking, Commercial Banking, Cash Management, Bank Relationship..., Remote Deposit Capture, Lockbox, Banking, Portfolio Management, Credit, Mortgage Lending, Retail Banking, Financial Services, Management
Education
University of La Verne 2007 — 2009
Masters, Organizational Development
California State University-Los Angeles 2004 — 2006
Finance, Business Administration
First Foundation Inc. January 2014 - Present
First Foundation, Inc. July 2010 - December 2013
Bank of America June 2002 - July 2010
Skills
Private Banking, Commercial Banking, Cash Management, Bank Relationship..., Remote Deposit Capture, Lockbox, Banking, Portfolio Management, Credit, Mortgage Lending, Retail Banking, Financial Services, Management
Education
University of La Verne 2007 — 2009
Masters, Organizational Development
California State University-Los Angeles 2004 — 2006
Finance, Business Administration
Victoria Collins, Ph.D, CFP's First Foundation Inc. Experience 2006 - Present
Job Founder, CEO at Your Legacy Project
Industry Financial Services
Experience
Your Legacy Project 2012 - Present
First Foundation Inc. 2006 - Present
First Foundation Advisors August 1990 - December 2011
Skills
Wealth Management, Banking, Financial Advisory, Wealth Management..., Trust Services, Philanthropy, Strategic Financial..., Estate Planning, Asset Protection, Investment Management, High Net Worth..., Entrepreneurship, Strategy, Management, Investment Advisory, Investments, Retirement Planning, Mergers & Acquisitions, Investment Strategies, Alternative Investments, Personal Finance, Financial Planners, Trusts
Education
UC Berkeley 1978 — 1981
Doctor of Philosophy (Ph.D.), Cognitive Psychology
Cornell University 1960 — 1962
Saint Mary's College of California
Master of Arts (M.A.), Psychology
Your Legacy Project 2012 - Present
First Foundation Inc. 2006 - Present
First Foundation Advisors August 1990 - December 2011
Skills
Wealth Management, Banking, Financial Advisory, Wealth Management..., Trust Services, Philanthropy, Strategic Financial..., Estate Planning, Asset Protection, Investment Management, High Net Worth..., Entrepreneurship, Strategy, Management, Investment Advisory, Investments, Retirement Planning, Mergers & Acquisitions, Investment Strategies, Alternative Investments, Personal Finance, Financial Planners, Trusts
Education
UC Berkeley 1978 — 1981
Doctor of Philosophy (Ph.D.), Cognitive Psychology
Cornell University 1960 — 1962
Saint Mary's College of California
Master of Arts (M.A.), Psychology
Jonathan Lawyer's First Foundation Inc. Experience May 2013 - Present
Job Asset Quality Review Analyst at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. May 2013 - Present
Centerline Capital Group July 2012 - April 2013
Greystone Servicing Corporation, Inc. September 2010 - July 2012
Countrywide June 2007 - August 2007
Skills
Mortgage Lending, Loans, Due Diligence, Mortgage Banking, Real Estate Economics, Analysis, Commercial Mortgages, Underwriting, Real Estate, Valuation, Financial Modeling
Education
San Diego State University-California State University 2006 — 2008
Finance, Business
First Foundation, Inc. May 2013 - Present
Centerline Capital Group July 2012 - April 2013
Greystone Servicing Corporation, Inc. September 2010 - July 2012
Countrywide June 2007 - August 2007
Skills
Mortgage Lending, Loans, Due Diligence, Mortgage Banking, Real Estate Economics, Analysis, Commercial Mortgages, Underwriting, Real Estate, Valuation, Financial Modeling
Education
San Diego State University-California State University 2006 — 2008
Finance, Business
Phillip Chong's First Foundation Inc. Experience October 2012 - Present
Job Trading and Operations Associate at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. October 2012 - Present
First Foundation, Inc. June 2011 - October 2012
UCI Libraries September 2009 - March 2011
Social Media Marketing April 2010 - September 2010
Harvey and Company LLC 2010 - 2010
Skills
Microsoft Excel, Equities, Business Strategy, Competitive Analysis, Financial Analysis, Investments, Microsoft Word, Strategy, Insurance, Strategic Financial..., Financial Modeling, Banking, Time Management, Portfolio Management, Accounting, PowerPoint, Credit, Economics, Real Estate, Research, Financial Services
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Passed Level II of the CFA Program
First Foundation, Inc. October 2012 - Present
First Foundation, Inc. June 2011 - October 2012
UCI Libraries September 2009 - March 2011
Social Media Marketing April 2010 - September 2010
Harvey and Company LLC 2010 - 2010
Skills
Microsoft Excel, Equities, Business Strategy, Competitive Analysis, Financial Analysis, Investments, Microsoft Word, Strategy, Insurance, Strategic Financial..., Financial Modeling, Banking, Time Management, Portfolio Management, Accounting, PowerPoint, Credit, Economics, Real Estate, Research, Financial Services
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Passed Level II of the CFA Program
Carrie L. Huntley's First Foundation Inc. Experience February 2008 - Present
Job SVP, Director of Administration / First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. February 2008 - Present
IFF Advisors 2002 - 2008
Metropolitan West Capital Management 1997 - 2002
Skills
Alternative Investments, Asset Managment, Banking, Investments, Loans, Wealth Management, Mutual Funds, Asset Management
Education
Cal State Fullerton
Business Administraion
First Foundation Inc. February 2008 - Present
IFF Advisors 2002 - 2008
Metropolitan West Capital Management 1997 - 2002
Skills
Alternative Investments, Asset Managment, Banking, Investments, Loans, Wealth Management, Mutual Funds, Asset Management
Education
Cal State Fullerton
Business Administraion
Jacqueline Phung's First Foundation Inc. Experience August 2014 - Present
Job Accounts Services Associate at First Foundation, Inc
Industry Financial Services
Experience
First Foundation Inc. August 2014 - Present
First Foundation Inc. March 2014 - August 2014
Empire Glass Works July 2013 - March 2014
Lily Beads, Inc DBA Unicorne Beads August 2011 - March 2014
Coast Concierge Service, Inc March 2011 - July 2011
Lily Beads, Inc dba Unicorne Beads, Inc May 2008 - July 2010
Lily Beads, Inc dba Unicorne Beads, Inc June 2004 - April 2008
Skills
Outlook, Sales, Customer Service, Email Marketing, Social Media, Microsoft Excel, Data Analysis, Trade Shows, Microsoft Office, Microsoft Word, Sage Business Works, Constant Contact, Accounts Receivable, Accounts Payable, Sage Saleslogix, Advent Portfolio...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
Bachelor of Arts, Business Administration: Entertainment & Tourism Management
First Foundation Inc. August 2014 - Present
First Foundation Inc. March 2014 - August 2014
Empire Glass Works July 2013 - March 2014
Lily Beads, Inc DBA Unicorne Beads August 2011 - March 2014
Coast Concierge Service, Inc March 2011 - July 2011
Lily Beads, Inc dba Unicorne Beads, Inc May 2008 - July 2010
Lily Beads, Inc dba Unicorne Beads, Inc June 2004 - April 2008
Skills
Outlook, Sales, Customer Service, Email Marketing, Social Media, Microsoft Excel, Data Analysis, Trade Shows, Microsoft Office, Microsoft Word, Sage Business Works, Constant Contact, Accounts Receivable, Accounts Payable, Sage Saleslogix, Advent Portfolio...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
Bachelor of Arts, Business Administration: Entertainment & Tourism Management
Henry Chong's First Foundation Inc. Experience October 2012 - Present
Job Operations Associate at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. October 2012 - Present
Hong Kong Express 2008 - 2012
Skills
Customer Service, English, Microsoft Office, Budgets, Airlines, Microsoft Excel, Event Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
First Foundation, Inc. October 2012 - Present
Hong Kong Express 2008 - 2012
Skills
Customer Service, English, Microsoft Office, Budgets, Airlines, Microsoft Excel, Event Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Mia Hamilton-Elder's First Foundation Inc. Experience May 2007 - February 2009
Job Office Manager at ICDG,LLC
Industry Apparel & Fashion
Experience
ICDG,LLC March 2010 - Present
First Foundation, Inc. May 2007 - February 2009
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Management, 3.88
ICDG,LLC March 2010 - Present
First Foundation, Inc. May 2007 - February 2009
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Management, 3.88
Tabitha Welch's First Foundation Inc. Experience July 2014 - Present
Job
Industry Financial Services
Experience
First Foundation Inc. July 2014 - Present
Banc of California March 2013 - June 2014
CashCall, Inc. January 2012 - March 2013
Skills
Performance Management, HR Reports, Talent Acquisition, Benefits Administration, HRIS Database Management, Applicant Tracking..., New Hire Orientations, Payroll, Interviews
Education
California State University-Long Beach 2007 — 2011
Bachelor of Arts (BA)
First Foundation Inc. July 2014 - Present
Banc of California March 2013 - June 2014
CashCall, Inc. January 2012 - March 2013
Skills
Performance Management, HR Reports, Talent Acquisition, Benefits Administration, HRIS Database Management, Applicant Tracking..., New Hire Orientations, Payroll, Interviews
Education
California State University-Long Beach 2007 — 2011
Bachelor of Arts (BA)
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon