First Heritage Bank
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First Heritage Bank Employees
Mountain Pacific Bank December 2014 - Present
Columbia Bank May 2011 - December 2014
First Heritage Bank June 2009 - May 2011
First Heritage Bank September 2006 - June 2009
Skills
Credit Analysis, Commercial Banking, Financial Analysis, Financial Modeling, Commercial Lending, Credit, Consumer Lending, Banking, Loans, Finance, Retail Banking
Education
Everett Community College 2008 — 2012
Associates in Technical Arts, Accounting
Lake Stevens High School 1996 — 2000
First Heritage Bank January 2014 - Present
Country Club Bank November 2012 - January 2014
The First National Bank of Centralia April 2010 - November 2012
Valley View Bank September 2009 - April 2010
Skills
Customer Service, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Outlook, Sales, Loans, Credit, Banking, Finance, Leadership, Financial Analysis
Education
Kansas State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
GROW Washington January 2010 - Present
City of Sultan January 2008 - Present
First Heritage Bank January 2006 - December 2008
Northwest Womans Business Center January 2004 - December 2006
Skills
Research, Teaching, English, Outlook, Photoshop, Team Building, Leadership Development, Photography, Advertising, Strategic Planning, Policy, Organizational..., Leadership, Social Networking, Budgets, Fundraising, Customer Service, Project Management, Microsoft Office, Coaching, Nonprofits, Entrepreneurship, Management, Event Planning
Education
Portland State University
Columbia Bank June 2011 - Present
First Heritage Bank 2005 - 2011
Skills
SBA, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Banking, Commercial Mortgages, Financial Analysis, Banking, Credit, Lines Of Credit, Construction Loans
Education
Cascadia Community College 2003 — 2005
Associates in Integrated Studies
Financial Energy, LLC June 2011 - Present
First Heritage Bank January 2005 - May 2011
Washington Mutual December 1996 - March 2004
Simpson Paper Company 1993 - 1996
Puget Sound Energy 1983 - 1993
Puget Sound Energy 1983 - 1993
Skills
Financial Reporting, Financial Analysis, Banking, Financial Modeling
Education
Seattle University
B.A.B.A., Finance/Accounting
Trinity Lutheran College January 2015 - Present
Snohomish Education Foundation January 2012 - January 2015
First Heritage Bank August 2002 - August 2011
Principal Financial 1997 - 2000
Residence Inn by Marriott Northeast/Bothell 1991 - 1996
Skills
Marketing, Management, Event Planning, Event Management, Project Management, Commercial Banking, Retail Banking, Banking, Nonprofits, Grant Writing, Volunteer Management, Volunteer Training, Donor Perfect, Maestro, Microsoft Office, Social Media Marketing, WordPress, Website Updating, Public Relations, Relationship Management, Bookkeeping, Press Releases, Fundraising
Education
Central Washington University 2015 — 2017
Current Student, IT and Business Administrstion
Edmonds Community College 2011 — 2013
Accounting, Business
WBA Executive Development Program 2011 — 2011
Executive Development Program
Slater School of Insurance 2000 — 2000
Life & Disability License, Insurance
Washington Federal June 2014 - Present
Foundation Bank July 2013 - January 2014
Foundation Bank January 2013 - July 2013
Columbia Bank May 2011 - January 2013
First Heritage Bank September 2008 - May 2011
WASHINGTON MUTUAL April 2008 - September 2008
Bank of America December 1998 - April 2007
REGENCE BLUESHIELD May 2002 - February 2005
Skills
Retail Banking, Banking, Consumer Lending, Commercial Banking, Branch Banking, Operations Management, Supervisory Experience, Management, Customer Service, Finance, CRM, Training, Coaching
Education
City University of Seattle 1999 — 2002
Master's in Business Administration, Finance Management
University of Washington 1993 — 1997
Bachelor's of Arts, Political Science International Business
First Heritage Bank March 2014 - Present
First National Bank of Omaha June 2013 - February 2014
First National Bank of Centralia 1990 - 2013
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Credit Analysis, Credit Risk, Commercial Lending, Portfolio Management, Risk Management, Small Business Lending, Consumer Lending, Lines Of Credit
Education
Emporia State University
Business/Managerial Economics
GROW Washington MayorCity of SultanJanuary 2008 - Present
GROW Washington 2010 - February 2014
Grow Washington April 2010 - January 2013
First Heritage Bank 2006 - 2008
NW Women's Business Center 2005 - 2007
Skills
Public Speaking, Customer Service, Non-profits, Event Planning, Community Outreach, Teaching, Leadership Development, Business Planning, Small Business, Business Development, Leadership, Marketing Strategy, Nonprofits, Social Networking, Research, Time Management, Public Relations, Strategic Planning, Grant Writing, Team Building, Social Media Marketing, Social Media, Entrepreneurship, Editing, Marketing Communications, Marketing, Event Management, Grants, Community Development, Coaching, Policy, Press Releases, Workshop Facilitation, Training, Government, Fundraising, Program Development, Newsletters, Organizational..., Volunteer Management, Strategic Communications, Proposal Writing, Start-ups, Economic Development, Workforce Development, Media Relations, Public Policy, Program Management, Budgets, Conflict Resolution
Education
Portland State University 1975 — 1976
Corbett High School 1964 — 1968
Union Bank April 2010 - Present
Frontier Bank May 2006 - May 2010
First Heritage Bank May 2002 - May 2006
Skagit State Bank May 1987 - May 2002
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership
Education
Eastern Washington University 1981 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Burlington Edison High School 1977 — 1981
Appraisal Valet March 2015 - Present
Morrill & Janes Bank and Trust November 2011 - September 2014
Schmidt Family Chiropractic February 2006 - October 2010
First Heritage Bank June 2000 - January 2006
Education
Northwest Nazarene University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
First Heritage Bank 1971 - 2014
Skills
Microsoft Word, Customer Service, Banking, Leadership, Credit, Strategic Planning, Budgets, Mortgage Lending
Education
University of Iowa 1967 — 1971
Bachelor's Degree, BBA - Accounting; BBA - Finance
University of Wisconsin-Madison
Graduate School of Banking, Commercial Banking
Cascadia College February 2013 - Present
Snohomish Education Foundation December 2013 - Present
Heavenly Indulgence January 2012 - January 2012
First Heritage Bank August 2004 - July 2011
First Heritage Bank 2005 - 2011
Snohomish Education Foundation 2005 - 2011
Providence Health & Services 2004 - 2004
Great Lakes Credit Union March 1995 - May 1998
Production Village Inc. 1989 - 1990
Videofilm Inc. 1989 - 1990
Skills
Illustrator, Microsoft Office, Photoshop, Apple Software, InDesign, Dreamweaver, Word, HTML, Excel, PowerPoint, Adobe Creative Suite, Mac, Graphic Design, Adobe Acrobat, CSS, Fireworks, Access, Microsoft Excel, Microsoft Word, Teamwork, Integrity, Stakeholder Engagement, Adobe Fireworks, Brochures, Layout, Advertising, Graphics, Web Design, User Interface Design, Logo Design, Posters
Education
Everett Community College
ATA in Interactive Web Design, Graphic Design, 3.98
Everett Community College 2013 — 2014
Certificate, Graphic Arts, 3.83
Everett Community College 2013 — 2014
Certificate in Digital Illustration, ATA in Interactive Design, GPA 3.98
Cascadia Community College 2011 — 2012
Certificate, Web Foundation
College of the Holy Spirit 1983 — 1987
Bachelor of Fine Arts, Advertising
Opus Bank June 2011 - Present
Cascade Bank October 2009 - June 2011
First Heritage Bank 2003 - 2009
Signature Employer Resource LLC 2002 - 2003
Shoreline Bank 1999 - 2003
Viking Bank 1998 - 1999
Skills
Customer Service, Management, Retail Banking, Customer Retention, Sales Management, Customer Satisfaction, Marketing, Team Leadership, Branch Banking, Team Building, Operations Management, Microsoft Office, Teller Operations, Account Management, Employee Relations, Banking, Credit, Loans, Leadership, Commercial Banking
Education
Everett Community College
Associates
OWNER June 2012 - Present
Edward Jones December 2008 - June 2012
First Heritage Bank June 2006 - December 2007
Bank of America November 2003 - May 2006
Linsco Private Ledger Kirkland WA June 2002 - November 2003
Edward Jones January 1999 - June 2002
A G Edwards January 1997 - January 1999
Key Investments October 1995 - January 1997
Bank of America April 1976 - October 1995
Education
City University of Seattle 1987 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
City University
BA, Business Administration & MBA Financial Management
First Foundation Bank June 2009 - Present
First Heritage Bank April 2007 - September 2010
Pacific Western Bank August 2006 - April 2007
Commercial Capital Bank June 2003 - August 2006
William Morris Agency 1991 - 1998
Skills
Commercial Real Estate, Credit Analysis, Credit, Loans, Underwriting, Industrial Engineering, Commercial Lending, Business, Asset Based Lending, Banking
Education
Orange Coast College
Real Estate
Heritage Bank February 2014 - Present
Foundation Bank February 2011 - February 2014
First Heritage Bank January 2007 - February 2011
California Bank & Trust 2001 - 2006
The Commerce Bank of WA 2001 - 2006
The Money Store Investment Corp. 1988 - 2001
Skills
SBA, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Banking, Commercial Mortgages, Underwriting, Financial Analysis, Loan Origination, Executive Management, Portfolio Management, Small Business, Business Development, Consumer Lending, Mortgage Lending
Education
Gonzaga University - School of Business Administration 1976 — 1980
Bachelors, Marketing & Management
Moses Lake High School 1973 — 1976
Diploma, General
2009-Licenced April 2009 - Present
eXp Realty April 2009 - June 2015
Buyer Tours Real Estate April 2009 - November 2009
Independent April 2007 - September 2008
First Heritage Bank April 2007 - September 2008
Frontier Bank January 1999 - January 2007
American Income Life Insurance Company January 1998 - January 1999
North Sound Bank January 1996 - January 1998
First Interstate Bank/Wells Fargo January 1979 - January 1996
Skills
Real Estate, Residential, Investments, Selling, Relocation, Purchasing, Investment Properties, First Time Home Buyers, Customer Relations, Customer Service, Negotiation, Real Estate Development, Commercial Real Estate, Residential Homes, Referrals, Sellers, Investors, Foreclosures, Single Family Homes, REO, Loans
Education
Central Washington University
Finance
University of Washington, Seattle Campus
University of Washington, Tacoma Campus
Liberal Studies; Pacific Rim
First Heritage Bank May 1971 - Present
Skills
Mortgage Lending, Banking, Loans, Small Business, Credit, Portfolio Management, Team Building, Community Development, Risk Management, Loan Origination, Insurance, Customer Service, Strategic Planning, Financial Analysis
Education
University of Iowa 1967 — 1971
BBA Accounting; BBA Finance, Securities Analysis, Portfolio Management
Dept. of Corrections July 2012 - Present
First Heritage Bank August 2000 - November 2011
First Heritage Bank August 2000 - November 2011
Glenwood Elementary September 2001 - June 2009
Home Daycare September 1993 - July 2001
Cascade Bank October 1999 - July 2000
Skills
Commercial Banking, Retail Banking, Microsoft Word, Time Management
Education
North Seattle College
AAS Degree, Early Childhood Education
Western Washington University and North Seattle Community College
First Heritage Bank March 2015 - Present
US Bank September 2009 - March 2015
Bank Midwest February 2002 - September 2009
Skills
Commercial Banking, Portfolio Management, Financial Modeling, Analysis, Microsoft Excel, Loans, Financial Analysis, Commercial Lending
Education
University of Missouri-Kansas City 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Financial Management Services
MidAmerica Nazarene University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
First Heritage Bank January 2011 - Present
Education
Colorado State University
Choice One Community Federal Credit Union September 2006 - Present
Community Bank, N.A. 2004 - 2006
First Heritage Bank 2002 - 2004
Choice One Community Federal Credit Union 1989 - 1999
Anchor Mortgage Services 1989 - 1989
Anchor Savings Bank 1987 - 1989
Skills
Loan Origination, Loan Servicing, Licensed to Sell..., Consumer Lending, Work Well Independently, sales, Member Relations, Cross Selling, Works well with people
Education
State University of New York College at Buffalo 1985 — 1986