First Interstate Bank
Industry: Bank holding company
DescriptionFirst Interstate BancSystem, Inc., is a financial holding company for both the company and its primary banking subsidiary First Interstate Bank. Both are based in Billings, Montana. Headquarters: Billings, Montana, United States CEO: Kevin P. Riley Number of employees: 1,700 (2016) Subsidiaries: First Interstate Bank, FIB, LLC, First Western Bank,
First Interstate Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Interstate Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,382 First Interstate Bank employees in database. Find out everything there's to know about First Interstate Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Interstate Bank Employees
First Interstate Bank May 2007 - Present
First Interstate Bank March 1977 - May 2007
Skills
Performance Management, Leadership Development, Management, Change Management, Process Improvement, Analysis, Finance, Employee Relations, Portfolio Management, Banking, Customer Service, Leadership, Strategic Planning, Commercial Banking, Loans, Cash Management, Financial Analysis, Financial Risk
Education
Montana State University-Billings 1975 — 1979
Bachelor of Science (BS), Business Administration, Accounting and Economics
Carroll College 1974 — 1975
Buttonwood Financial Partners October 2009 - Present
Merrill Lynch 2001 - 2009
Marchell & Associates 1997 - 2000
First Interstate Bank 1995 - 1996
Goldman Sachs 1986 - 1994
Skills
Wealth Management..., Retirement Planning, Asset Allocation, Financial Advisory, IRAs, Life Insurance
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Cornell University 1972 — 1975
BS, Design
TLX, Inc. October 1998 - Present
CIGNA Healthcare of Arizona June 1997 - October 1998
CIGNA HealthCare of Arizona July 1996 - June 1997
First Interstate Bank June 1995 - July 1996
Syntellect, Inc. December 1994 - June 1995
Skills
Disaster Recovery, Servers, Microsoft SQL Server..., IBM QMF/DB2, Microsoft Exchange, Microsoft Access VBA, Windows Server, Computer Hardware Build..., Network Administration, RightFax, Sabre CrewTrac Data..., Oracle SQL, Data Warehousing, Blackberry Enterprise..., RS6000 KB SQL, IIS Administration, Visual Basic, Hyper-V
Education
DeVry University Phoenix 1992 — 1995
Bachelor of Science (B.S.), Computer Information Systems, 3.98
DBRS August 2011 - Present
Fitch Ratings March 2005 - August 2011
BNY Mellon November 2000 - March 2005
Bank of America March 1989 - November 2000
Northrop Grumman Corporation June 1985 - March 1989
First Interstate Bank July 1983 - June 1985
Education
Dickinson College
Northern Redwood Federal Credit Union August 2010 - Present
San Francisco Bay Area Educators Credit Union July 2007 - November 2009
United Methodist Federal Credit Union April 1995 - June 2005
Hawaii Community FCU March 1992 - July 1994
Kauai Government Employees FCU January 1990 - July 1991
TD July 1981 - September 1985
First Interstate Bank July 1978 - April 1981
National Economic Development Association July 1977 - June 1978
Bank of America January 1972 - May 1977
Skills
Asset Liability..., Risk Base Lending, Risk Based Pricing, Financial Analysis, Financial Engineering, Organizational..., Corporate Finance, Corporate Social..., Leadership, Credit, ALM, Banking, Loans, Consumer Lending, Executive Management, Business Development, Credit Unions, Entrepreneurship, Mortgage Lending, Strategic Planning, Management, Training, Commercial Lending, Finance, Program Management, Commercial Banking, Risk Management, Financial Services, Loan Origination
Education
Fielding Graduate University 2007 — 2008
Doctor of Philosophy (PhD), Human and Organizational Development, Withdrew
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2001 — 2005
Master's degree, Management and Organizational Leadership, A
University of Washington 1992 — 1995
Certification in global banking-Pacific Coast Banking School, Global Economics, A
California State University-San Bernardino - College of Business and Public Administration 1987 — 1989
Bachelor of Arts (B.A.), Accounting and Finance, A-
Chaffey College 1985 — 1987
Associate of Arts (A.A.), General Education, A
First Interstate Bank July 2006 - Present
MetLife November 2004 - July 2006
Prudential Financial January 2000 - November 2004
Skills
Credit Analysis, Finance, Insurance, Customer Service, Microsoft Office, PowerPoint, Business Development, Leadership, Banking, Small Business, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner
Montana State University-Bozeman 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Trimberger Family Foundation 2000 - Present
First Interstate Bank 1987 - 1989
Wells Fargo Bank 1983 - 1987
Wells Fargo Bank 1979 - 1983
Aetna, Cravens & Dargan 1978 - 1979
Westland Mortgage 1973 - 1978
Stadtsparkasse Koln May 1977 - September 1977
Henderson, Diederichs & Dryer June 1973 - August 1973
Skills
Nonprofits, Fundraising, Community Outreach, Customer Service, Coaching, Program Management
Education
California State University-Sacramento 1973 — 1978
Bachelor's Degree, Business Administration with concentration in International Business, minor in Economics
St. Francis High School - Sacramento, CA. 1969 — 1973
Pavilion Advisory Group June 2014 - Present
Plan Sponsor Advisors, LLC June 2002 - Present
KeyCorp 1996 - 1999
First Interstate Bank 1984 - 1996
Skills
Benchmarking, Investments, Employee Benefits, Retirement, Plan Design, 401k, Asset Allocation, Investment Advisory, Mutual Funds, Defined Benefit, ERISA, Due Diligence, Leadership, Retirement Planning, Business Planning, Analysis, Financial Advisory, Asset Management, Financial Services, Pensions, Series 63, Mergers & Acquisitions, Investment Management, Investment Strategies, Relationship Management, Series 7
Education
Case Western Reserve University
San Diego State University-California State University
MS, Communications
Bank of Stockton September 2013 - Present
Modesto Commerce Bank a Division of Bank of Stockon September 2012 - September 2013
City National Bank August 2002 - September 2012
Wells Fargo Bank 1995 - 1998
First Interstate Bank 1980 - 1995
Skills
Commercial Lendiing, Consumer Lending, Residential Mortgages, Small Business Lending, Mortgage Lending, Retail Banking, Commercial Lending, Credit Analysis, Wealth Management, Commercial Banking, Credit, Lines Of Credit, Finance, Loans, Cross Selling, SBA, Sales, Commercial Mortgages, Loan Origination, Underwriting, Banking, Credit Risk, Portfolio Management
Education
Chabot College 1972 — 1975
Gano Brand June 2012 - Present
usa 800 April 2004 - Present
EDS Group December 2001 - June 2004
Raytheon Missile Systems November 2000 - October 2001
Access Wisdom Home In Care for Elderly July 2000 - October 2000
One Day Paint & Body Corp. Office May 1995 - February 1998
First Interstate Bank December 1991 - March 1995
Skills
Microsoft Office, Time Management, Data Entry, Customer Service, Accounts Receivable, Microsoft Word, Microsoft Excel, Leadership, Administrative..., Call Centers, Accounting, Sales, Training, Management, Customer Satisfaction, Quality Assurance
Education
East Los Angeles College 1991 — 1992
Bookkeeping and Accounting, Accounting
Francisco Bravo Medical Magnet High School 1987 — 1991
High School
Loveland Housing Authority July 1998 - Present
Great Western Bank November 2011 - July 2015
First National Bank of Omaha November 1994 - November 2011
Resolution Trust Corporation March 1991 - November 1994
Colorado National Bank January 1987 - March 1991
First Interstate Bank December 1980 - January 1987
Commerce Bank April 1978 - December 1980
Commerce Bank October 1973 - April 1978
Skills
Commercial Lending
Education
Drury University 1966 — 1970
BA, Sociology
Natrona County School District #1 May 2013 - Present
Natrona County School District #1 November 2010 - May 2013
First Interstate Bank November 2006 - October 2010
Dairy Queen April 2002 - May 2006
Skills
Human Resources, Management, Building Relationships, Process Improvement, Hiring Practices, Public Speaking, Employment Law, Training Delivery, Internal Investigations, Mediation, Recruiting, Employee Relations, Customer Service, Leadership, Policy, Hiring, Personnel Management, Performance Management, Payroll, Interviews, Staff Development, Team Building, Coaching, HR Policies, Employee Training, Resume Writing, Team Leadership, Employee Engagement, Training, Microsoft Excel, Organizational...
Education
University of Wyoming 2006 — 2009
Bachelor of Business Administration (B.B.A.), Busin
Casper College 2002 — 2005
Associate's degree, Business Administration and Management, General
First Interstate Bank December 2008 - Present
Citi September 2002 - December 2008
Skills
Credit Cards, Banking Law, Risk Management, Commercial Lending, Banking, Financial Risk, CRCM, Credit Card Analytics, Project Management, Project Planning, Management, Credit Risk, AML, Finance, Portfolio Management, Vendor Management, Retail Banking, Cash Management, Leadership, Process Improvement, Relationship Management, Strategic Planning
Education
Carroll College 1998 — 2002
Bachelor of Business Administration (BBA), Economics, Finance and Management
LiquaDry, Inc. August 2012 - Present
Sherwood Associates, LLC 2009 - Present
inContact, Inc. 2005 - 2009
ORIX USA Corporation January 1997 - December 1998
TuneUp Masters, Inc 1993 - 1995
Diagnostic Products Corporation 1991 - 1993
GATX Capital Corporation 1989 - 1991
First Interstate Bank 1984 - 1989
United States Army 1978 - 1982
Skills
Mergers, Investor Relations, Management Consulting, Investments, Accounting, Equities, Credit, SOX, Budgeting, Competitive Analysis, Real Estate, Customer Relations, Securities, Automotive, Customer Service, Army, Structured, Corporate Finance, Private Equity, Start-ups, Budgets, Business Development, CRM, Consulting, Corporate Development, Finance, IT Management, Leadership, Management, Mergers, Sarbanes-Oxley Act, Strategic Planning, Strategy, Structured Finance, Team Management, Treasury Management, SaaS, Executive Management, E-commerce, Financial Services, Telecommunications, Mergers & Acquisitions
Education
Harvard Business School 1982 — 1984
MBA
American Technological University 1980 — 1981
MS, Management Systems
Claremont McKenna College 1974 — 1978
BA, Economics/Accounting
California Bank & Trust May 2014 - Present
China Citic Bank International Limited March 2005 - May 2014
Bank of Canton of California August 2000 - May 2001
Universal Bank February 1998 - July 1999
Sumitomo Bank of California August 1991 - March 1996
First Interstate Bank December 1990 - July 1991
First Interstate Bank February 1988 - February 1989
First Interstate Bank February 1988 - February 1989
First Interstate Bank August 1985 - January 1988
Skills
Commercial Banking, Credit Analysis, Banking, Loans, Finance, Financial Services, Retail Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Trade Finance, Credit Risk, Financial Analysis, Deposits, Credit, Portfolio Management, Branch Banking
Education
Sumitomo Bank of California - Self-Instructional Program 1994 — 1994
Omega I & Omega II, (1) Understanding Business Cash Flow (2) Commercial Loans To Business, Pass
First Interstate Bank of California 1989 — 1990
Financial Service Officer, Officer Development Training Program
East Los Angeles College 1982 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
C & C Title Services June 2015 - Present
FEMBI First Equity Mortgage Bankers, Inc. September 2012 - Present
FEMBI First Equity Mortgage Bankers, Inc. September 2012 - September 2013
The Citadel Group 2011 - 2012
Assurant April 2007 - February 2010
Scott Perdigon PA- P&P Title Services November 2005 - September 2006
First Interstate Bank June 2004 - September 2005
St. Louis Catholic School June 1999 - June 2004
State Farm February 1995 - September 1996
The Greater Title Services March 1994 - August 1995
Skills
Customer Service, Sales Management, Business Development, Account Management, Negotiation, Marketing Strategy, Management, New Business Development, Entrepreneurship, Team Building, Real Estate, Marketing, Security, Sales, Start-ups, Contract Negotiation, Selling, Public Speaking, Leadership Development, Small Business, Training, Budgets, Customer Retention, Property Management, Social Networking, Online Marketing, Leadership, Customer Satisfaction, Social Media Marketing, Advertising, Lead Generation, Rentals, Referrals, Commercial Real Estate, Foreclosures, Real Estate Transactions, Relocation, Investment Properties, Property, Sellers, Condos, Single Family Homes, Buyer Representation, REO, Mortgage Lending, First Time Home Buyers, Strategic Planning, Event Planning, Social Media, Short Sales
Education
East Carolina University 1982 — 1984
Associate's degree, Pre-Medicine/Pre-Medical Studies
Heritage Bank NW January 2013 - Present
Northwest Commercial Bank July 2009 - December 2012
Columbia Bank April 1996 - January 2010
First Interstate Bank May 1992 - May 1996
Skills
Credit, Banking, Wealth Management, Loans, Investments, Financial Analysis, Consumer Lending, Financial Risk, Retail Banking, Commercial Banking, Credit Risk, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit Analysis, SBA, Commercial Real Estate, Treasury Management, Mortgage Lending, Asset Based Lending, Cash Management, Underwriting
Education
Central Washington University 1985 — 1989
BS, Economics and Business Admin with a specialty in finance
Levi Land Company, LLC January 2015 - Present
Rocky Mountain Bank February 2011 - January 2015
First Interstate Bank November 1980 - March 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Commercial Banking, Microsoft Office, Financial Analysis, Banking, Public Speaking, Strategic Planning, Risk Management, Management, Negotiation, Insurance, Coaching, Team Leadership, Leadership, Team Building, Sales Management, Business Planning, New Business Development, Marketing Strategy, Business Strategy, Budgets, Marketing, Training, Leadership Development, Operations Management, Branch Banking, Retail Banking
Education
Chadron State College 1975 — 1979
Bachelor of Arts (B.A.) - Marketing Option, Business Administration and Management, General
Chadron State College
Blue Parrot August 2011 - Present
. June 2000 - Present
Charles Schwab January 1999 - August 1999
Exeltek June 1998 - May 1999
Banc One Corp April 1997 - October 1998
Norwest Bank February 1992 - March 1997
F & M Bank November 1990 - December 1991
First Interstate Bank March 1988 - October 1990
Skills
Management, Leadership, Marketing, Time Management, Team Building, Customer Service, Communication, Bank Operations, Retail Brokerage
Education
Cardinal Stritch University
Teacher Certification, Elementary Education and Teaching
University of Wisconsin-Milwaukee
Bachelor's Degree, Elementary Education and Teaching
Visual Analytics May 2015 - Present
Wells Fargo September 2001 - Present
Wells Fargo Bank April 2000 - September 2001
Wells Fargo Bank January 1999 - April 2000
AT&T April 1996 - December 1998
San Francisco Federal Savings February 1993 - April 1996
First Interstate Bank June 1990 - January 1992
Skills
Analysis, Analytics, Risk Management, Forecasting, Process Improvement, Management, Data Mining, Credit, Credit Cards, Financial Risk, Marketing, Program Management, Tableau, Statistical Modeling, Teradata, SQL, Account Management, Business Intelligence, Strategic Financial..., Visual Communication, Financial Services
Education
University of Rochester - Simon Business School 1988 — 1990
M.B.A
Colorado State University 1982 — 1985
B.S
Bank Solutions Group, LLC 2012 - Present
Butterfield Bank January 2002 - March 2010
Riyad Bank September 1996 - January 2002
First Interstate Bank 1987 - 1995
United California Bank 1972 - 1987
Skills
Wealth Management, Strategic Financial..., Risk Management, Mutual Funds, Banking, Retirement Planning, Financial Analysis, Asset Managment, Portfolio Management, Retirement, Equities, Loans, Financial Services, Commercial Banking, Management Consulting, Credit Risk, Asset Management, Financial Risk, Retail Banking, Business Analysis, Mergers & Acquisitions, Commercial Lending, Strategic Planning, Investment Banking, Payments, Corporate Finance, Executive Management, Fixed Income, Financial Modeling, Management, Credit Cards, Private Equity, Due Diligence, Capital Markets, Valuation, Finance, Credit Analysis, Hedge Funds, Treasury Management, Financial Markets, Cash Management, Financial Structuring, Credit
Education
Wharton School of Finance 1969 — 1971
MBA, International Finance
Claremont McKenna College 1965 — 1969
Bachelor's degree, Economics
American Equity February 2015 - Present
IntoxiLock (C.S.T,) December 2014 - February 2015
Exelon Generation June 2013 - December 2014
Principal Financial Group October 2001 - May 2013
Regulus September 1998 - October 2001
TotalSource Services January 1992 - October 1998
University of Iowa September 1990 - December 1991
First Interstate Bank October 1977 - September 1990
USAF June 1981 - June 1985
Army National Guard October 1975 - June 1981
Skills
Analysis, Business Analysis, Business Requirements, COBOL, Customer Service, Information Technology, Negotiation, Process Improvement, Programming, Requirements Analysis, Requirements Gathering, SDLC, Software Development, Team Building, Project Management, Management, Software Documentation, Team Leadership, Consulting, Vendor Management
Education
University of Iowa 1990 — 1991
None, Statistics
Des Moines Area Community College 1976 — 1990
None, Business, Criminal Justice
Marketing Matrix International, Inc. August 1987 - Present
Pilgrim Mutual Funds January 1987 - August 1987
First Interstate Bank January 1982 - January 1987
Education
The Chicago School of Professional Psychology 2008 — 2010
M.A., Psychology of families and generation-to-generation issues
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1991 — 1997
Ph.D., Marketing & Executive Management
Loyola Marymount University, College of Business Administration 1978 — 1984
MBA, Marketing
Indiana University Bloomington 1966 — 1968
bs, Education
Engineered Tax Services July 2013 - Present
Astara Consulting November 2008 - July 2013
Countrywide Bank February 2007 - November 2008
PNC Financial Services Group December 1994 - February 2007
First Interstate Bank July 1987 - December 1994
Metro National Bank September 1984 - July 1987
First National Bank of Denver August 1981 - September 1984
Colonial Penn Life Insurance June 1978 - August 1981
Penn Mutual June 1972 - May 1978
Skills
Business Development, Project Finance, Cash Flow, Sales, Income Statement, Treasury Management, Management Consulting, Energy Efficiency, Profit Maximization, Treasury Services, Customer Service, Customer Retention, Business Relationship..., Cost Segregation, Cash Management, Business Advisory, Lease Financing, Financial Services, Insurance, P&L Responsibility, P&L Administration, Project Management, Product Management, Banking, Sales Management, Business Process..., Internal Controls, Consulting, Funding, CRM, Training, Management, Relationship Management, Executive Management, Loans, Small Business Lending, Commercial Banking, Portfolio Management, Mergers, Financial Modeling, Strategy, Risk Management, Investments, Commercial Lending, Program Management, Small Business, Mergers & Acquisitions, P&L Management, P&L
Education
Drexel University - College of Business and Administration 1976 — 1979
MBA, Executive Management
Drexel University 1970 — 1975
MS, Business, Industrial Relations
PHS
Kaiser Permanente 1998 - Present
Winkler Associates 1986 - 1989
First Interstate Bank 1984 - 1986
Skills
Physical Therapy, Rehabilitation, Orthopedic..., Occupational Health, Hospitals, Microsoft Office, Microsoft Word, Microsoft Excel, Budgets, Healthcare Information..., BLS, Patient Safety, Healthcare, Inpatient, Program Management, Acute Care, Cpr Certified, Cross-functional Team..., Project Management
Education
De Anza College 1998 — 2000
Associate of Science (A.S.), Physical Therapy Technician/Assistant
University of California, Davis 1979 — 1983
BS, Economics
Paradigm Technology April 2014 - October 2014
Paradigm Technology October 2011 - September 2013
Scientific Technologies Corporation November 2005 - October 2011
Course Creators 2011 - 2011
Raytheon May 2004 - November 2005
Microsoft September 2002 - September 2003
Boeing February 2000 - February 2002
Washington Mutual Bank September 1998 - February 2000
Federal Way School District Internet Academy November 1996 - September 1998
First Interstate Bank 1980 - 1996
Skills
Project Management, Integration, SDLC, Process Improvement, Business Analysis, Analysis, Software Documentation, Business Process, Training, Requirements Gathering, Requirements Analysis, Visio, Change Management, Vendor Management, Quality Assurance, Software Project..., SQL, Program Management, Databases, SharePoint, Software Development, Data Analysis, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Enterprise Architecture, PMP, Agile Project Management, Consulting
Education
Central Connecticut State University 1971 — 1975
BS
Forbes.com December 2011 - Present
Conerly Consulting LLC April 1996 - Present
Cascade Policy Institute 1995 - Present
First Interstate Bank September 1987 - March 1996
NERCO, Inc. July 1984 - June 1987
Skills
Economics, Strategic Planning, Business Strategy, Public Speaking, Finance, Business Development, Public Policy, Policy Analysis, Economic Research, Forecasting, Leadership, Politics, Microsoft Excel, Investments, Financial Analysis, Strategy, Time Management, Newsletters, Research, Economic Development, Entrepreneurship, Government, Policy, Management Consulting, Fundraising, Energy Policy, Analysis, Financial Modeling, Mergers & Acquisitions, Non-profits, Business Planning, Market Research, Nonprofits, Management, Political Science, International Relations, Portfolio Management, Budgets, Data Analysis
Education
Duke University 1974 — 1980
Ph.D.
New College 1971 — 1974
B.A.
MacDougall and Associates, Kokua Coaching March 1989 - Present
Maryland National Bank March 1985 - June 1989
Acadia Industries September 1983 - March 1985
First Interstate Bank 1980 - 1983
Continental Industrial Banks 1970 - 1979
Skills
Marketing, Coaching, Organizational..., teaching, coaching,..., Leadership Development, Program Management, Public Speaking, Workshop Facilitation, Community Development, Project Planning, Management Consulting, Training, Internal Communications, Executive Coaching, Public Relations
Education
University of Santa Monica 1988 — 1992
M. A. Applied Psychology - Counseling, Counseling Psychology, Honors graduate
The Johns Hopkins University 1985 — 1989
Master of Science - Applied Behaviorial Science, Organization development, Honors graduate
Duke University 1966 — 1970
BA - Humanities, History and liberal arts
none June 2008 - Present
American Express 1993 - 1995
First Interstate Bank 1993 - 1993
IBM 1990 - 1992
CBOE 1985 - 1990
Sears Holdings Corporation 1981 - 1985
Education
DePaul University 1984 — 1985
University of Illinois at Chicago 1969 — 1973
Bachelor of Science (BS), Biology, General
Wallick & Volk 2012 - Present
First Interstate Bank 2007 - 2012
All American Mortgage 2003 - 2007
Wallick & Volk Mortgage Bankers NMLS 2973 July 2002 - July 2003
Ed Murray & Sons January 2001 - July 2002
Community First Bank January 1998 - January 2001
Key Bank January 1994 - January 1998
Skills
FHA financing, VA loans, Conventional Loans, WCDA first time..., Excellent Service, Team of Experts, Investment Properties, Multi-family Investment..., Mortgage Lending, Mortgage Banking, Residential Mortgages, Banking, Credit, Real Estate, FHA, Loans, Referrals, Sellers, Loan Origination, Refinance, USDA
Education
Casper College 1991 — 1992
Majored in Accounting and Finance, Accounting and Finance
Sheridan High School 1988 — 1991
Diploma, High School Courses
Spencer Stuart October 2014 - July 2015
Spencer Stuart September 2007 - September 2011
Spencer Stuart 1994 - 2007
Paul R. Ray & Company 1989 - 1994
First Interstate Bank 1975 - 1989
Security Pacific Bank 1973 - 1975
U.S. Army 1969 - 1971
Skills
General Management, International Management, Board, Management Consulting, Private Equity, Executive Search, Venture Capital, Mergers, Business Strategy, Start-ups, Restructuring, Organizational Design, Talent Management, Executive Coaching, Acquisition Integration, Corporate Development, Change Management, Talent Acquisition, Organizational..., Strategic Planning, Corporate Finance, Strategy, Business Development, Management, Mergers & Acquisitions, Leadership, Enterprise Software, Professional Services, Banking
Education
Thunderbird School of Global Management 1971 — 1972
MIM, International Management
Claremont McKenna College 1965 — 1969
BA, Political Science
The Taft School 1962 — 1965
BBVA Compass September 2015 - Present
Bank of the West July 2014 - August 2015
Mutual of Omaha Bank May 2013 - July 2014
BBVA Compass March 2010 - May 2013
KeyBanc Capital Markets September 2007 - June 2009
CoBiz Financial 2005 - 2007
KeyBanc Capital Markets 2001 - 2005
KeyBank 1996 - 2000
First Interstate Bank 1993 - 1995
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Credit, Leadership, Management, Treasury Management, Relationship Management, Financial Analysis, Investment Banking, Business Development, Underwriting, Financial Services, Middle Market
Education
Claremont McKenna College 1974 — 1978
Bachelor of Arts, Economics
Wells Fargo August 2012 - Present
Wells Fargo October 2009 - August 2012
PepsiCo 2004 - 2009
PepsiCo 1998 - 2004
Wells Fargo Bank 1996 - 1998
First Interstate Bank 1990 - 1996
Automated Financial Systems / Littlewood Shain and Company 1979 - 1990
Federal Reserve Bank of Philadelphia 1977 - 1979
Skills
Treasury Management, Cash Management, Finance, Banking, Mergers & Acquisitions, Strategy, Treasury, Financial Services, Portfolio Management, Analysis, Risk Management, Management, Process Improvement, Business Process, Change Management, Global Cash Management, Internal Controls, Integration, Liquidity Management, Mergers, Credit, Leadership, Financial Modeling, Financial Risk, Acquisition Integration, Corporate Finance, Forecasting, Working Capital..., Business Analysis, Training, SAP, Strategic Planning, Payments, Cash Flow Forecasting, Relationship Management, Strategic Financial..., Financial Reporting, Business Transformation, Capital Markets, Business Process..., Executive Management, Cash Flow, ERP
Education
Drexel University 1979 — 1982
MBA, Finance
University of Pennsylvania 1973 — 1977
BS, Finance, Decision Sciences
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Finance, Decision Sciences
Loomis Fargo & Co January 1995 - January 1997
Wells Fargo Armored January 1988 - January 1995
First Interstate Bank January 1986 - January 1988
Skills
Operations Management, Logistics, Supply Chain Management, Management, Budgets, Project Management, P&L, Banking, Analysis, Pricing, Contract Negotiation, Customer Service, Process Improvement, Forecasting, Supply Chain, Business Analysis, Strategy, Cross-functional Team..., Transportation..., Strategic Planning, Microsoft Excel, Logistics Management, Accounting, Six Sigma, Microsoft Office, Sales, Problem Solving, P&L Management, Financial Analysis, Account Management, Inventory Management, Negotiation, Team Building, Risk Management, Transportation, Income Statement, Six Sigma Green Belt..., Spanish, Cost Reduction, Vendor Management, Budgeting, Team Management, Customer Satisfaction, Business Planning, Quality Management, Business Strategy, Excel, Customer Relations, Operational Excellence, Leadership
Education
Capella University 2011 — 2014
Doctor of Business Administration
Western Governor's University
M.B.A.Western Governor's; Certified M.B.A
Western Governor's University
B.S. AccountingWestern Governor's
Western Governor's University
B.S. Business Management
Premier Auto Credit April 2008 - Present
Indymac Bank September 2002 - April 2008
Southern Pacific Bank / Imperial Credit Industries April 1996 - July 2002
First Interstate Bank October 1989 - April 1996
The Massachusetts Company 1986 - 1987
Skills
Financial Modeling, Budget, Strategic Planning, Mergers, Pricing, Forecasting, Mergers & Acquisitions, Budgets, Financial Analysis, Strategy, Strategic Financial..., Analysis, Executive Management, Finance, Management, Cash Management, Credit, Banking, Corporate Finance, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance & Accounting
University of Pennsylvania 1979 — 1983
B.A., Economics
Penner Financial LLC January 2005 - Present
The Montana Higher Education Student Assistance Corporation July 2011 - Present
Montana Public Employee Retirement Administartion July 2004 - Present
Portico Benefit Services August 2003 - August 2009
Montana Board of Investments February 1984 - August 2004
First Interstate Bank September 1981 - February 1984
Skills
Mutual Funds, Investments, Series 7, Chartered Financial..., Asset Allocation, Investment Advisory, Retirement, Trusts, Securities, Finance, Financial Analysis, Asset Management, Employee Benefits
Education
Columbus State University 1976 — 1979
MBA, Business
The University of Montana 1964 — 1968
Business, Accounting
Self Employed January 2004 - Present
Tektronix, Inc., 1999 - 2001
Oregon Public Broadcasting 1996 - 1999
First Interstate Bank 1993 - 1996
KVIQ Television 1984 - 1990
Skills
Copywriting, Blogging, Writing, Corporate Communications, Press Releases, feature articles, News Writing, internal communications, Publications, Internal Communications, Newsletters, Public Relations, Publishing, Magazines, Editing, Feature Articles, Marketing Communications, Crisis Communications, Publicity, Video, Speech Writing, Marketing, Newspapers, Ghostwriting, Content Management, Storytelling, Proofreading, Public Speaking, Journalism, Facebook, Strategic Communications, Media Relations, Content Development, Content Strategy, SEO copywriting, New Media, Freelance Writing, Social Networking, Creative Writing, AP Style, Interviews, Web Content, Breaking News, Copy Editing, Social Media Marketing, Blogger, Marketing Copy, Literature, Content Marketing, Social Media
Education
California State University-Sacramento
B.A., Journalism major, English minor
First Interstate Bank March 2014 - Present
GE Capital March 2013 - May 2013
STTAS, on-site at GE Energy May 2012 - February 2013
STTAS, on-site at GE Energy May 2011 - April 2012
Capital Consolidators LLC November 2007 - May 2011
Skills
Process Improvement, Customer Service, International Trade, Risk Management, Account Management, International Logistics, Customs Brokerage, Supply Chain Management, Finance
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Finance
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
B.B.A., Managerial Sciences- Operations Management
Dynamic RealTime Marketing LLC January 2011 - Present
Columbia Sportswear November 2008 - May 2009
USA Self Employed April 2006 - September 2008
Bell Labs / Lucent Technologies, Federal Sales September 2004 - March 2006
Agnosco International November 2003 - August 2004
WilTel Communications April 1999 - November 2003
US WEST April 1994 - April 1999
First Interstate Bank September 1989 - April 1994
IBM January 1981 - September 1989
Skills
Telecommunications, Product Management, Sales Management, Unified Communications, VoIP, Professional Services, Business Development, Integration, Leadership, Data Center, Security, Start-ups, Networking, Entrepreneurship, Sales, SaaS, Strategy, Enterprise Software, Solution Selling, Strategic Partnerships, Marketing, Cloud Computing, Mobile Devices, Wireless, Managed Services, Go-to-market Strategy, Ethernet, Direct Sales, CRM, Salesforce.com, Telephony, IP, Program Management, Executive Management, Product Marketing, Network Architecture, Sales Process, Vendor Management, Selling, Co-location, SIP, Cisco Technologies, Internet Services, Cross-functional Team...
Education
Western Governors University 2008 — 2008
MBA-IT, Specialization in Information Technology Management
Capella University 2007 — 2008
BSIT, Management of Information Technology
University of Phoenix 2004 — 2007
AA, General Studies
First Interstate Bank May 2008 - Present
Novartis May 2006 - October 2007
Novartis November 1994 - May 2006
Novartis June 1980 - November 1994
Skills
SAP, Process Improvement, Management, Strategic Planning, Team Building, Financial Analysis
Education
Centenary College 1990 — 1992
Dover Business College 1979 — 1980
Non-profit Agency Interim Branch Operations ManagerColumbia Community BankSeptember 2009 - October 2009
Silver Falls Bank in FDIC Receivership February 2009 - September 2009
Silver Falls Bank June 2003 - February 2009
Silver Falls Bank April 2000 - June 2003
Silver Falls Bank April 2000 - June 2003
Wells Fargo Bank November 1996 - January 1997
First Interstate Bank February 1993 - November 1996
GTE of the Northwest June 1991 - November 1992
First National Bank/First Interstate Bank September 1978 - April 1987
Skills
Loans, Policy, Training, Internal Audit, Auditing, Customer Service, Accounts Payable
Education
Chemeketa Community College 2005 — 2010
Business Management, AccountingAccounting
Silverton Union High School 1975 — 1979
diploma
S.E. 2009 - Present
Freescale Semiconductor February 2008 - August 2008
Gateway Community College June 2000 - June 2005
Blue Cross Blue Shield of AZ January 2000 - May 2002
Computer Graphics December 1998 - June 1999
State of Arizona July 1998 - December 1998
Viasoft November 1996 - May 1998
American Express August 1993 - November 1995
First Interstate Bank January 1993 - August 1993
IBM August 1990 - June 1992
Education
DePaul University 1984 — 1985
Computer Science
University of Illinois at Chicago 1969 — 1973
BS, Biology
Liberty University April 2012 - Present
Liberty University January 2009 - April 2012
Liberty University January 2008 - January 2009
Liberty University January 2007 - January 2008
Gloucester County College March 1997 - December 2006
Word of Life Bible Institute March 1993 - February 1997
Wells Fargo Bank September 1988 - July 1990
First Interstate Bank March 1985 - August 1988
Skills
Office Administration, Leadership, Management, Online Communities, Team Building, Public Speaking, Access, SharePoint, Microsoft Excel, Budgets, Training, Business Intelligence, Analysis, Microsoft Office, Process Improvement, Office Management, InfoPath, Business Process..., Event Management, Strategic Planning, Visio, Community Sites, Nonprofits, Project Management, Social Media Blogging, Social Media, Administration, Higher Education
Education
Liberty University 2002 — 2005
B.S., Religion
Rowan College at Gloucester County 1998 — 2005
Liberal Arts
Word of Life Bible Institute 1990 — 1992
Certificate, Biblical Studies
Davenport University 1985 — 1985
Certificate, Accounting/Data Processing
First Interstate Bank March 2013 - Present
First Interstate Bank June 2011 - March 2013
First Interstate Bank August 2010 - May 2011
SquareTwo Financial April 2007 - July 2010
HSBC Card Services October 2001 - March 2007
Skills
Credit Risk, Financial Risk, Credit Analysis, Analytics, Loans, Credit, Portfolio Management, Process Improvement, Financial Analysis, Cash Management, Credit Cards, Strategic Planning, Business Analysis, Leadership, Finance, Underwriting, Business Development, SAS, Banking, Payments, Relationship Management, Financial Modeling, Risk Management, Financial Services, Debit Cards, Retail Banking, Consumer Lending, Analysis, Commercial Lending, Commercial Banking, Mortgage Lending, Call Centers, Executive Management, Investments, Loan Origination, Small Business Lending
Education
Colorado State University 1999 — 2001
MS
Colorado College 1994 — 1998
BA, Mathematics
First Interstate Bank September 2015 - Present
Stockman Bank of Montana July 2012 - August 2015
Marylhurst University September 2011 - July 2012
Joshua and Sarah Creem November 2010 - September 2011
First Interstate Bank July 2007 - October 2010
French Hospital and Medical Center January 2007 - May 2007
Nick and Darcie Thille November 2002 - May 2007
Panolivo Restaurant June 2005 - December 2005
Hobees Restaurant July 2002 - February 2004
Skills
Customer Relations, Inventory Management, Supervisory Skills, Psychology, Access, Community Outreach, Management, Microsoft Office, Payroll, Project Management, Public Speaking, Real Estate, Social Media Marketing, Leadership, Training, Banking, Residential Homes, Loans, Mortgage Lending, Investment Properties, Retail, Customer Service, Credit, First Time Home Buyers, Real Estate Transactions, Referrals, Loan Origination
Education
Marylhurst University 2011 — 2013
Portland Community College 2010 — 2011
Columbia College at Cuesta College 2005 — 2007
B.A, Psychology
Cuesta College 2003 — 2006
A.A, Transfer Studies
The University of Montana 2000 — 2001
Honors/Business Administration
PwC August 2014 - Present
Bank of America April 2003 - April 2014
Washington Mutual Bank December 2001 - April 2003
California Capital Home Loans October 2001 - December 2001
Brience Inc. June 2000 - September 2001
KPMG Consulting September 1997 - April 2000
Sun Microsystems January 1996 - September 1997
Deloitte & Touche Consulting February 1994 - December 1995
Countrywide Home Loans October 1993 - January 1994
First Interstate Bank August 1988 - July 1993
Skills
Project Management, Management, Leadership, Analysis, Governance, Governance, Risk, and..., Risk and Control..., Financial Services, Stress Testing, Trading Floor Technology, Financial Regulation..., Consulting, Finance, Training, Financial Risk, Enterprise Risk..., GRC Systems, RCSA Systems, Market and Liquidity..., Home Loans Servicing..., Management Consulting, GRC, CCAR, HAMP, Reg Z, Mergers & Acquisitions, Internal Audit, Risk Management, PMO, Business Analysis
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Operations Management
Stanford University 1981 — 1985
AB, Linguistics
Berkeley Research Group LLC August 2015 - Present
Nixon Peabody LLP February 2014 - July 2015
Greenberg Traurig, LLP December 2010 - February 2014
Manatt, Phelps & Phillips, LLP December 1999 - November 2010
Ropers Majeski 1998 - 1999
First Interstate Bank 1993 - 1995
Skills
Class Actions, Trade Secrets, Unfair Competition, Litigation, Commercial Litigation, Venture Capital, Investment Banking, Banking, High Tech, Trademark Infringement, Trademarks, Intellectual Property, Patent Litigation, Entertainment Law, Securities Regulation, Appeals, Licensing, Arbitration, Trials, Torts, Product Liability
Education
University of San Francisco School of Law 1995 — 1998
Doctor of Law (J.D.)
Claremont McKenna College 1991 — 1993
B.A., English
First interstate bank 2009 - 2010
Education
Carroll College
IDEXX Laboratories November 2014 - Present
Ross University School of Veterinary Medicine May 2013 - November 2014
VRCC Veterinary Specialty & Emergency Hospital October 2000 - April 2013
DVM Resources November 2006 - January 2009
Great Western Animal Health Supply September 2004 - November 2006
Colorado State University May 1998 - October 2000
First Interstate Bank April 1992 - May 1996
Hyatt Hotels Corporation May 1988 - August 1992
Forum Group February 1985 - April 1988
Skills
Veterinary, Life Sciences, Customer Service, Customer Satisfaction, Customer Relations, Dermatology, Anesthesia, Lifesciences, Teaching, Animal Husbandry, Animal Nutrition, Management, Pets, Research, Sales, Surgery, Veterinary Medicine, Animal Welfare, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
Colorado Christian University 2006 — 2009
Bachelor's Degree, Organizational Management/Human Resources, 3.8 gpa
Front Range Community College 1998 — 1999
Associate of Arts and Sciences (AAS), Veterinary Research Technology, 3.8 gpa
TheWallGallery February 2013 - Present
Citibank April 2008 - February 2013
Citibank August 2005 - April 2008
Citibank May 1995 - August 2005
First Interstate Bank May 1993 - May 1995
First Interstate Bank October 1989 - May 1993
Boulder Valley National Bank March 1987 - October 1989
Bankwester September 1985 - March 1987
Bankwestern April 1982 - March 1985
Bankwestern October 1980 - April 1982
Skills
Photoshop, Photography, Microsoft Office, Microsoft Word, Customer Service, Digital Photography, PowerPoint, Microsoft Excel, Windows, Portrait Photography, Teaching, English, Editing, Outlook, HTML, Leadership, Team Leadership, Team Building, Teamwork, Credit Analysis, Credit Structuring, Great Motivator, Motivational Speaking, Artistic Abilities, Management, Banking, Loans, Portfolio Management, Sales, Commercial Banking, Commercial Lending, Relationship Management, Retail Banking, Mortgage Lending, Small Business Lending, Credit Risk, Financial Analysis, Strategic Planning, Cash Management, Risk Management
Education
Coe College
US Bank August 2014 - Present
First Interstate Bank October 2011 - August 2014
First Interstate Bank October 2011 - August 2014
Vancouver Radiologists February 2006 - July 2011
Skills
Healthcare, HIPAA, Process Improvement, Citrix, Analysis, Revenue Cycle, Medical Coding, Microsoft Office, Epic Systems, Informatics, Project Management, Customer Service, EHR, ICD-9, Medical Records, Strategic Planning, Management, Active Directory, Windows Server, Windows System..., Access, Banking, Infrastructure, Visio
Education
Concordia University-Portland 2007 — 2009
Bachelor of Science, Healthcare Administration
Bayer HealthCare 2010 - Present
Duane Morris LLP 2006 - 2010
Hancock Rothert & Bunshoft 1999 - 2005
Graham & James November 1998 - 1999
Hancock Rothert & Bunshoft 1994 - 1998
Interasia Public Relations Company 1988 - 1991
First Interstate Bank 1986 - 1987
Skills
Licensing, Commercial Litigation, Intellectual Property, Civil Litigation, Contract Negotiation, Due Diligence, Legal Writing, Arbitration, Public Relations
Education
University of San Francisco School of Law 1991 — 1994
Juris Doctor (J.D.)
Claremont McKenna College 1982 — 1986
Bachelor’s Degree, Economics and History
MM Weber Grief Recovery Group April 2015 - Present
Colorado Symphony Guild Applewood North May 2014 - Present
Self-employed June 2011 - September 2013
Wells Fargo, Vice President, Director Manager Corporate Cash Management Division March 1995 - June 1998
First Interstate Bank January 1995 - March 1995
First Nationwide Bank June 1987 - January 1995
Skills
Cash Management, Corporate Finance, Project Management, Mergers, Fundraising, Orchestral Music, Symphony, Finance, Financial Analysis, Financial Modeling, Budgets, Analysis, Accounting, Financial Reporting, Business Planning, Risk Management, Leadership, Forecasting, Process Improvement, Banking, Business Process..., Business Analysis, Entrepreneurship, Access, Strategy, Mergers & Acquisitions
Education
University of California, Berkeley 1995 — 1995
Cash Management Program, Haas Business School-Cash Management
University of Washington 1980 — 1983
Pacific Coast Banking School, Banking Management
Central Washington University 1975 — 1977
Bachelor of Science (BS), Finance, General
Zelbst, Holmes, and Butler Attorneys at Law 2015 - Present
City National Bank and Trust May 2014 - February 2015
Army National Guard June 2008 - December 2014
First Interstate Bank November 2012 - March 2013
MidFirst Bank July 2012 - November 2012
Oklahoma County December 2009 - May 2012
Skills
Military Logistics, Retail Banking, Military Experience, Customer Service, Logistics, Military, Leadership
Education
Cameron University 2013 — 2016
Bachelor of Business Administration (BBA), Finance
Cameron University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
International Media Distribution September 1999 - Present
International Networks, LLC 1999 - 2008
CET Environmental Services March 1999 - September 1999
Your Choice TV, LLC December 1997 - September 1998
Interactive Television Network, Inc August 1995 - September 1997
KBL Media September 1993 - July 1995
First Interstate Bank April 1992 - July 1993
Deloitte & Touche January 1991 - April 1992
Skills
Strategic Planning, Sarbanes-Oxley Act, Budgets, Financial Analysis, Accounting, Process Improvement, Management, Strategic Partnerships, Managerial Finance, Financial Reporting, Forecasting, Internal Audit
Education
Colorado State University 1986 — 1990
BS Accounting, Accounting
The MedAmerica Insurance Companies January 2013 - Present
Excellus BCBS January 1996 - January 2013
Zymed Medical Instrumentation July 2002 - December 2005
First Interstate Bank April 1986 - August 2000
HSBC February 1982 - April 1986
Skills
Team Leadership, Project Management, Financial Risk, Health Insurance, Insurance, Process Improvement, Business Process..., Business Analysis, Managed Care, Strategic Planning, Requirements Gathering, Visio, Business Requirements, Leadership, Risk Management, Team Building, Access, HIPAA, Employee Benefits, Software Documentation, Analysis, Management, Change Management, Financial Analysis, Vendor Management, Program Management, Business Intelligence, Healthcare, Banking, Data Analysis
Education
College of St. Joseph 1980 — 1981
Bachelor's degree, Business Administration and Management
North Carolina A&T State University 1976 — 1980
Lake George HS 1971 — 1976
Scott & Scott CPA's July 2015 - Present
One Stop/Wind River Outdoor Company July 2014 - July 2015
First Interstate Bank 2012 - July 2014
Wyoming National Bank 2008 - 2008
Skills
Microsoft Office, Banking, Financial Analysis, Risk Management, Consumer Lending, Credit Analysis, Credit, Lines Of Credit, Microsoft Excel, Loans, Loan Origination, Mortgage Lending, Loan Servicing, Customer Service, Commercial Banking
Education
Oklahoma Christian University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Wyoming 2006 — 2009
BS, Agribusiness
Colorado State University-Global Campus
Accounting
Jo's Design & Clearing Services September 2015 - Present
Self-employed March 2009 - Present
County Of Santa Cruz November 1986 - December 2011
First Interstate Bank July 1973 - August 1985
Skills
Social Media, Media Relations, Strategic Communications, Press Releases, Corporate Communications, Event Planning, Event Management, Social Media Marketing, Microsoft Office, Blogging, Copywriting, Crisis Communications, Marketing
Education
Cañada College 1974 — 1974
Art/Drawing Freehand, B+
Woodside High 1971 — 1973
4 Year diploma in 3 Years, General Ed
Ogden Country Club April 2012 - Present
Cafe Zupas 2012 - 2012
Texas Roadhouse 2011 - 2012
First Interstate Bank January 2010 - March 2011
National MS Society January 2009 - December 2009
Texas Roadhouse August 2008 - September 2009
Dawson Community College August 2006 - May 2008
R&R Glass & Auto Body August 2002 - May 2006
Skills
Computer Proficiency, Marketing Strategy, Marketing Communications, Customer Service, Time Management, Interviews
Education
Montana state university 2008 — 2010
Bachelor of Science, Marketing and Management
Dawson Community College 2006 — 2008
Associate of Arts, Business Administration
LUSTRE CHRISTIAN HIGH SCHOOL 2002 — 2006
High School Diploma, General
Suiter Business Builders January 1990 - Present
North Bay NARI 2006 - 2012
Mangia!... I Love You 1994 - 2012
Sports Mind 2000 - 2002
Lifespring, Inc. 1985 - 1990
First Interstate Bank 1977 - 1985
Skills
Coaching, Team Building, Construction, Contractors, Small Business, Strategic Planning, Budgeting, Business Planning, Public Speaking, Management Consulting, Business Strategy, Leadership Development, Entrepreneur, Construction Management, Team Leadership, Mentoring, Entrepreneurship, Executive Coaching, Sustainability, Remodelers, General and Trades, Commercial Service Firms, Motivational Speaking, Profit Maximization, Cash Flow Forecasting, Feedback Control Systems, Staff Development, Business, Workshop Facilitation, Training Facilitation, Training, Financial Structuring, Financial Audits, Accountability, Profit/Loss..., Leadership..., Exceptional public..., Engaging Public Speaker, Engaging Speaker, Engaging People, Clarity, Budgets, Trading, Management, Time Management, Sales, Executive Management, Personal Development, Finance, Organizational...
Education
Dominican University of California
Business, Finance
Catholic Health Initiatives - (Hospital/Healthcare) October 2007 - Present
AETEA Information Technology January 2006 - November 2007
The Regence Group (Hospital/Healthcare) August 2000 - December 2006
Washington Mutual Bank February 1993 - July 2000
Pacific First Bank April 1992 - January 1993
Puget Sound Bank August 1986 - April 1992
First Interstate Bank December 1980 - July 1986
Skills
Microsoft Servers, Microsoft SQL Server, IBM CICS, IBM Mainframe, MVS, TSO, COBOL, z/OS, Mainframe, REXX, VSAM, DB2, Disaster Recovery, JES2, RACF, SMP/E, SDLC, WebSphere MQ, Performance Tuning, SQL, BMC Remedy, Database Design, Assembler, Troubleshooting, CICS
Education
Clover Park Technical College 1978 — 1980
Degree - Computer Programming, Information Technology
Clover Park Technical College 1978 — 1980
Certificate of Computer Programming, Information Technology
Wallick & Volk September 2010 - Present
First Interstate Bank November 2007 - September 2010
Hilltop National Bank July 1990 - November 2007
Skills
Speak Spanish, Loans, FHA, VA, Mortgage Lending, USDA, Refinance, VA loans, Conventional, Mortgage, Mortgage Planning, Credit, First Time Home Buyers, Real Estate, Investment Properties, Home, Customer Service, Microsoft Office, Problem Solving, Customer Satisfaction, Loan Origination, Credit Analysis, Reverse Mortgages, Purchase, Residential Mortgages, Conforming, Residential, Residential Homes, Underwriting, Construction Loans, HUD, FHA financing, Mortgage Banking, FHA Financing, Certified Mortgage..., Foreclosures, Non-Conforming, Leadership, REO, VA Loans
Education
Casper College
Casper College
KAWEAH DELTA HEALTH CARE DISTRICT August 1995 - Present
First Interstate Bank 1986 - 1995
Skills
Budgets, Board Relations, Administrative..., Outlook, Confidentiality, QuickBooks, Customer Service, Office Administration, Calendars, Microsoft Word, PowerPoint, Healthcare Management, Hospitals, Healthcare, Clinical Research, Healthcare Information..., Physicians, Administrative...
Education
College of the Sequoias 1988 — 2008
Business Management & Accounting
West Hills College Lemoore 1984 — 1985
Ensemble Designs April 1990 - May 2014
Ensemble Designs 1990 - 2004
Sierra Mountain Coffee Roasters 1988 - 1991
First Interstate Bank 1989 - 1990
Rose Records 1985 - 1988
Skills
Marketing Automation, Broadcast, Marketing, Digital Video, Broadcast Television, People Skills, Video, Trade Shows, HD Video, Television, Broadcast Engineering, Advertising, Videography, Sales, Marketing Communications, Press Releases, Web Content, Multimedia, Video Production, Databases, InDesign, SEO, Post Production, New Media, IPTV, Digital Strategy, Email Marketing, Content Strategy, AV, Web Analytics, Live Events, Strategic Partnerships, Web Video, Digital TV, Press Relations, Strategy, Camera, Marketing Management, Demand Generation, CRM, Presenting Solutions, Business Travel, Streaming Media, Digital Media, Digital Asset Management, Lead Generation, Marketing Strategy, Management, Social Media
Education
Infusionsoft Certified Partner Program
Infusionsoft Certified Partner, Marketing Automation
Charter Oak State College
BS, Business and Asian Studies
California State University-Fullerton
Licensed Professional Fiduciary
Academy of Language Arts - Shinjuku-ku, Tokyo
Japanese Language Immersion
University of Houston-Downtown
Japanese Language Immersion
Jin Shin Jyutsu
Certified Jin Shin Jyutsu Practitioner (Acupressure)
Phillips School of Massage
Certified Massage Therapist
University of Wisconsin-Madison
Wells Fargo Bank May 2011 - Present
Wells Fargo Private Bank 2000 - July 2011
First Interstate Bank 1986 - 1996
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, High Net Worth..., Strategic Financial..., Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Trust Services, Investments, Private Banking, Investment Management
Education
C.I.E.M.
College for Financial Planning
C.F.P., Financial Planning
DePaul University
M.A., Economics
FPA Conference Seminars
Georgia State University
B.B.A., Economics
Wells Fargo August 2014 - Present
Bank of America January 2011 - August 2014
PMI Phoenix Chapter 2009 - May 2011
Central Arizona Project August 2006 - January 2011
Intel Corporation 1988 - May 2006
Valley National Bank 1984 - 1988
First Interstate Bank 1980 - 1984
Skills
Business Process..., Strategic Planning, Training, Enterprise Architecture, Business Operations, Banking, Program/Project..., Program Management, CMMI, PMO, PMP, Change Management, Project Portfolio..., Project Planning, IT Service Management, Project Management, Six Sigma Master Black..., Software Development, Six Sigma, Visio, SDLC, Leadership, Management, Strategy, Process Improvement, Business Process, MS Project, Testing, Software Project..., Business Analysis, Risk Management, Microsoft Project
Education
Capella University 2008 — 2010
BS, Information Technology Project Management
University of Phoenix 2007 — 2008
Professional Certificate in Project Management, Project Management
Mesa Community College 1982 — 1992
Associate of Arts and Sciences (AAS), CIS
Union Local Highschool 1975 — 1978
High School, General
Independent Contractor January 2005 - Present
Wells Fargo Bank September 1997 - December 2004
First Interstate Bank November 1995 - September 1997
Skills
Leadership Development, Coaching, Workshop Facilitation, Leadership, Training, Team Leadership, Sales, Career Counseling, Sales Process, Process Improvement, Management, Team Building, Business Coaching, Organizational..., Performance Management, Staff Development, Executive Coaching, Organizational..., MBTI
Education
Colorado State University 1988 — 1989
Executive MBA Program
Lake Superior State University 1969 — 1973
City of Spokane November 2013 - Present
CASA of Spokane County September 2011 - Present
City of Spokane January 2013 - May 2013
City of Spokane May 2012 - May 2013
Gonzaga University May 2012 - May 2013
City of Spokane January 2012 - May 2012
Moderate Means Program May 2011 - March 2012
YWCA Billings July 2009 - August 2010
First Interstate Bank May 2007 - August 2010
Burrell Behavioral Health August 2007 - May 2009
Skills
Community Outreach, Research, Legal Writing, Public Speaking, Prosecution, Microsoft Office, Trials, Hearings, Family Law, Motions, Westlaw, Criminal Law, Legal Research
Education
Gonzaga University School of Law 2010 — 2013
Doctor of Law (J.D.)
Drury University 2005 — 2009
B.A., Psychology, Criminology
Fluor December 2007 - Present
Baker & Hostetler LLP March 2004 - November 2007
Morrison & Foerster LLP October 1999 - February 2004
Holland & Hart LLP August 1997 - September 1999
Golden Star Resources 1995 - 1997
SouthBev January 1992 - July 1994
First Interstate Bank September 1988 - December 1991
Skills
Corporate Law, Joint Ventures, Contract Negotiation, Corporate Governance, Civil Litigation, Project Finance, Litigation, Mergers & Acquisitions, Energy, Intellectual Property, Due Diligence, Licensing
Education
University of Colorado School of Law 1994 — 1997
JD, Law
Cornell University 1984 — 1988
BA, Government
Notre Dame High School 1980 — 1984
Regents Diploma
US Bank August 2007 - Present
Washington Mutual Bank January 1992 - January 2007
Home Savings of America 1996 - 1998
First Interstate Bank 1992 - 1996
Skills
Commercial Banking, Investment Banking, Treasury Management, Cash Management, Banking, Commercial Lending, Relationship Management, Payments, Sales, Cross Selling, Credit Cards, Treasury Services, ACH, Credit Risk, Internet Banking, Credit, Credit Analysis, Retail Banking, Financial Risk, Strategic Financial..., Merchant Services, Deposits, Financial Services, Small Business Lending, Risk Management, Electronic Payments, Treasury, Banking Relationships, Financial Analysis, Finance, Financial Planning
Education
College of Lake County
Business Degree
Wells Fargo Bank April 2001 - Present
First Security Bank October 1992 - April 2001
First Interstate Bank October 1979 - October 1992
Skills
Retail Banking, Banking, Credit, Customer Service, Sales, Microsoft Excel, Cash Management, Change Management, Coaching, Loans, Portfolio Management, Risk Management, Management, Finance
Education
Capella University 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Capella University
Master's degree, Business Administration, Management and Operations - Leadership
Kaplan University
Bachelor of Business Administration (BBA)
Bank of the West December 2013 - Present
Bank of the West February 2012 - December 2013
Ernest Thompson Furniture and Cabinets October 2011 - February 2012
First Community Bank December 2006 - June 2011
Land America Albuquerque Title September 2005 - December 2006
Wells Fargo January 1996 - August 2005
Norwest Mortgage May 1995 - December 1995
New Mexico Mortgage September 1993 - May 1995
United New Mexico Bank July 1991 - September 1993
First Interstate Bank June 1987 - July 1991
Skills
Construction Loans, Loans, Finance, Commercial Real Estate, Residential Homes, Management, Funding, Branch Banking, Customer Service, Escrow, Commercial Lending, Consumer Lending, Credit, Commercial Banking, Mortgage Lending, Credit Analysis, Banking, Retail Banking, Small Business Lending, Lines Of Credit, Loan Origination, Human Resources
Education
The University of New Mexico 2001 — 2002
Business Administration and Management, General
Central New Mexico Community College 1999 — 2001
Business Administration and Management, General
Project GRAD Los Angeles September 2004 - Present
Reed Middle School January 2001 - August 2004
Durlester Consulting, Inc. September 1994 - August 2000
First Interstate Bank 1985 - 1986
Skills
Fundraising, Non-profits, Program Development, Community Outreach, Grant Writing, Press Releases, Nonprofits, Philanthropy, Event Planning, Community Development, Grants, Volunteer Management, Research, Program Evaluation, Management, Youth Development, Non-profit..., Community Organizing, Public Policy, Annual Giving, Board Development, Staff Development, Higher Education, Workshop Facilitation, Policy Analysis, Public Speaking, Leadership Development, Social Services, Proposal Writing, Policy, Organizational..., Capacity Building, Qualitative Research, Career Counseling, Economic Development, Leadership, Public Relations, Social Entrepreneurship, Teaching, Curriculum Development
Education
University of California, Santa Cruz 1977 — 1979
Bachelor's degree, Sociology
Hunter College 1969 — 1970
Newmark Grubb Knight Frank September 2014 - Present
Cassidy Turley January 1998 - September 2014
KLH Commercial, Inc January 1997 - January 1998
Prime Commercial January 1996 - January 1997
Moore Commercial, Inc January 1992 - January 1996
Jefferson Economic Council January 1990 - January 1992
Greater Denver Corporation January 1988 - January 1990
Sargent Marketing Company January 1987 - January 1988
Interstate Lending Corporation January 1986 - January 1987
First Interstate Bank January 1983 - January 1986
Skills
Location Intelligence, Disposition, Real Estate, Brokerage, Leases, Corporate Real Estate, Real Estate Development, Tenant, Entitlements, Real Estate Economics, Lease Negotiations, Real Estate Transactions, Property Management, Landlord, Commercial Real Estate, Valuation, Acquisitions, Contract Negotiation, Investment Properties, Investments, Sellers, Residential Homes, Landlords, Lease Administration, Marketing, Mixed-use, Business Development, Negotiation, Land Development, Relocation, Selling, Buyer Representation, Tenant Improvement, Loans, Facilities Management, Construction, Shopping Centers, Land Acquisition, Real Estate Financing, Market Analysis, Appraisals, Due Diligence, Asset Management, Portfolio Management, Investors, Property, Apartments, Affordable Housing, Tenant Representation, Feasibility Studies
Education
Colorado State University
Colorado State University
AAA Northern California, Nevada, Utah/AAA/AAA NCNU/CSAA 2006 - Present
Washington Mutual Finance Co 1996 - 2006
First Interstate Bank May 1994 - June 1996
Great Western Bank December 1989 - May 1994
Skills
SDLC, Process Improvement, Vendor Management, Business Process..., IT Management, Business Analysis, PMP, IT Strategy, Program Management, Change Management, IT Service Management, Analysis, Visio, Integration, Solution Architecture, MS Project, ITIL, Software Project..., Project Management, Team Leadership, Governance
Education
DePaul University 1978 — 1982
MBA
Purdue University Calumet 1972 — 1976
SeneGence International March 2013 - Present
Key Bank October 1999 - June 2008
Key Bank May 1997 - October 1999
Key Bank January 1994 - May 1997
First Interstate Bank January 1990 - July 1993
First Interstate Bank January 1988 - December 1990
First Interstate Bank February 1985 - January 1988
First Interstate Bank January 1983 - January 1985
Skills
Risk Management, Loans, Portfolio Management, Mortgage Banking, Vendor Management, Commercial Lending, Relationship Management, Process Improvement, Project Management, Commercial Banking, Financial Analysis, Credit Risk, Customer Service, Retail Banking, Mortgage Lending, Change Management, Finance, Sales, SDLC, Banking
Education
Mesa Community College 2013 — 2013
Real Estate
Cuyahoga Community College 1995 — 1999
None, Business
Moorpark College 1983 — 1988
Business/Commerce, General
Spansion May 2006 - May 2015
Menlo Worldwide 2004 - 2006
Barton Protective Services 2002 - 2004
Allied Security 2001 - 2002
Equinix 2000 - 2001
NEC Electronics 1998 - 2000
Seagate Technology 1993 - 1998
Everex 1990 - 1993
First Interstate Bank 1980 - 1989
Diebold 1979 - 1980
Education
Chabot College 1971 — 1973
Charterhill Rentals 2005 - Present
The Rental Connection 2004 - Present
UBS / PaineWebber aka Paine Webber aka Kidder Peabody 1993 - 2003
Hoefer and Arnett 1991 - 1993
First Interstate Bank 1990 - 1991
Sacramento Municipal UtilityDistrict 1987 - 1989
Skills
Customer Service, Contract Negotiation, Investment Properties, Real Estate, Residential Homes, Risk Management, Negotiation, Investments, Marketing Strategy, Small Business, Team Building, Marketing, Real Estate Transactions, Strategic Planning, Entrepreneurship, Financial Analysis, Public Speaking, Project Management, Insurance
Education
California State University-Sacramento 1985 — 1987
Bachelor of Science (BS), Business Administration - Finance concentration
Santa Rosa Junior College 1982 — 1985
Associate of Arts (A.A.), General Education
Enterprise Vision Technologies November 2014 - Present
BMC Software July 2012 - November 2014
CSC March 2010 - June 2012
Farmers Insurance June 2007 - March 2010
Candle Corporation 1990 - 2003
First Interstate Bank 1986 - 1989
First Interstate Bank 1986 - 1989
First Interstate Bank 1986 - 1989
Skills
Management, IBM Mainframe, z/OS, Mainframe, Systems Management, Team Management, Enterprise Software, Team Leadership, SOA, Outsourcing, Middleware, Enterprise Architecture, PMP, Netcool, Pre-sales, Servers, DB2, Service Delivery, Solution Selling, IT Service Management, Disaster Recovery, IT Strategy, SDLC, Sales Process, Data Center, SaaS, Operating Systems, Software Development, Solution Architecture, Cloud Computing, Software Project..., ITIL, Product Management, Capacity Planning, Professional Services, Sales, Unix, Websphere, COBOL, Integration, PMO, Storage, CICS, Databases, Project Portfolio..., High Availability, Vendor Management, REXX, Sales Operations, IT Operations
Education
Drexel University - College of Business and Administration 1978 — 1983
Bachelor of Science (BS), Information Technology
Bergen County Fire Academy
Fabling & Associates April 2015 - Present
Esri January 2004 - April 2015
Logica January 2001 - June 2003
Microstate 1998 - 2000
Halifax Corporation January 1997 - November 1997
DataFocus 1993 - 1995
Spantech Software January 1988 - December 1993
DataEase International 1986 - 1988
First Interstate Bank 1984 - 1986
Idex Systems 1982 - 1984
Skills
ESRI, GIS, Server Architecture, SOA, Geospatial, Integration, Geomatics, System Design, System Architecture, Cartography, Enterprise GIS, Python, Remote Sensing, Database Admin, .NET, ArcMap, PostgreSQL, LiDAR, Enterprise Architecture, Cloud Computing, Oracle Spatial, ArcGIS Server, Imagery, Google Earth, ArcObjects, ArcGIS, ArcSDE, Geography, SQL, Spatial Analysis, Enterprise Software, Database Design, ArcView, Microsoft SQL Server, Solution Architecture, Open Source, Data Management, Spatial Databases, Software Development, Databases, Web Applications, ERDAS Imagine, Architecture, Web Services, Web Mapping, ArcInfo, ArcCatalog, Distributed Systems, Data Modeling, Geoprocessing
Education
Virginia Tech 2011 — 2011
NA, Remote Sensing
Colorado College 1976 — 1981
Biochemistry/Computer Science
Alternative Resolution Centers (ARC) March 2013 - Present
Jill Switzer Attorney Mediator December 2007 - Present
Bank of the West August 1994 - May 2007
Sanwa Bank California/(United California Bank) 1994 - 2002
Jill Switzer, Attorney at Law July 1987 - August 1994
Los Angeles County Bar Association 1984 - 1987
First Interstate Bank 1980 - 1984
District Attorney's Office, San Bernardino County 1977 - 1979
Education
Whittier College School of Law 1973 — 1976
J.D., Law
University of California, Berkeley
Bachelor of Arts, History
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2000
Certificate, Executive Management
Union Bank April 2002 - Present
VCHEQ 2000 - 2001
Standard Chartered Bank 1993 - 2001
First Interstate Bank 1986 - 1993
Skills
Certified Treasury..., Product Management, International Product..., Treasury Management, Commercial Banking, Banking, Cash Management, Payments, Financial Services, Retail Banking, Treasury Services, Internet Banking, Portfolio Management, Commercial Lending, Asset Based Lending, Electronic Payments, Liquidity Management, Credit, FX Options, Trade Finance, Risk Management, Credit Analysis, ACH, Relationship Management, Financial Institutions, Credit Risk, Financial Risk, Small Business Lending, Operational Risk...
Education
Claremont McKenna College 1984 — 1986
BA, Economics
Humboldt State University 1982 — 1984
Kaiser Permanente September 1997 - September 2007
Kaiser Permanente 1996 - 2007
GRUBER and ASSOC> August 1996 - September 1997
FIRST INTERSTATE MANAGEMENT SERVICES COMPANY January 1984 - July 1996
First Interstate Bank 1971 - 1996
First Interstate Bank October 1980 - June 1990
FIRST INTERSTATE BANK OF CALIFORNIA June 1973 - January 1984
FRANKLIN COMPUTER ASSOCIATES January 1970 - June 1973
us ARMY June 1963 - July 1968
Skills
Contract Negotiation, Vendor Relations, SLA, Vendor Management, Negotiation, Contract Negotiations, Taught IT and business..., Taught negotiation...
Education
Southwestern Law School 1971 — 1975
jd, LAW
JD
City University of New York City College 1958 — 1963
ba, economics
stuyvesant high school 1954 — 1958
academic, engineering
City University of New York City College
TAM Marketing Inc September 1991 - Present
Alawine Marketing Inc June 1991 - Present
The Rainbow Center 2014 - 2014
Francis Ford Coppola Presents 1991 - December 2010
First Interstate Bank June 1986 - June 1990
Skills
Packaging, Corrugated, Bags, Wine, Product Development, Wine Tasting, Alcoholic Beverages, Event Management, Food, Beer, Beverage Industry, Sales, Wineries, Food & Beverage, Management, Marketing, Brand Management, Marketing Strategy, Strategic Planning, Customer Service
Education
Diablo Valley College 1985 — 1986
general ed
Miramonte High School 1983 — 1985
Benetech Inc 2011 - Present
Best Best & Krieger LLP 2008 - 2009
Glencrest Investment Advisors 2002 - 2007
First Security Bank - Utah 1998 - 2002
First Interstate Bank 1994 - 1997
First Trust Bank, Ontario, CA 1984 - 1994
Bank of America 1980 - 1984
Skills
Retirement Plan..., 401k, Pension Administration, Defined Benefit, Employee Benefits, Mutual Funds, Management, Customer Service, Microsoft Excel
Education
Claremont McKenna College 1974 — 1977
Bachelor of Arts (B.A.), Economics
Union Bank June 2013 - Present
Rushmore Loan Management Services, LLP June 2012 - June 2013
American Home Mortgage Servicing, Inc. May 2008 - January 2012
American Home Mortgage Servicing, Inc. May 2008 - March 2009
Option One Mortgage June 2002 - May 2008
Option One Mortgage December 2006 - February 2008
Option One Mortgage April 2004 - December 2006
Option One Mortgage January 2004 - April 2004
Ameriquest Mortgage October 1992 - June 2002
First Interstate Bank 1987 - 1992
Skills
Loss Mitigation, Loan Servicing, Default, Mortgage Lending, Management, Project Management, Mortgage Servicing, Mortgage Banking, Loan Modifications, Real Estate, Residential Mortgages, Banking, HAMP, Leadership, Short Sales, Process Improvement, Vendor Management, Customer Service, Strategic Planning, Operations Management, System Administration, Insurance, Financial Services, LPS, Asset Management, Escrow, VA loans, USDA, FNMA, FHLMC, HUD, RESPA, Risk Management, Contract Negotiation, Mortgage Underwriting, Visio
Education
Cypress College
CoBank December 2009 - Present
EDS, an HP company April 2002 - September 2009
EDS an HP company, at Sun Microsystems April 2007 - July 2009
Storage Technology Corporation / EDS at STK 1991 - 2007
Rocky Mountain BankCard 1988 - 1991
ANR Freight Systems 1985 - 1988
First Interstate Bank 1982 - 1984
Westinghouse 1980 - 1982
Skills
ERP, Project Management, Software Documentation, Requirements Analysis, Business Intelligence, Requirements Gathering, Databases, Business Analysis, SDLC, Oracle, Data Warehousing, Integration, Disaster Recovery, Process Improvement, Unix, Testing, CRM, Business Requirements, Security, Management
Education
Clarke University 1976 — 1980
B.A., Business/Computer Science
Deutsche Bank Securities Director of OperationsPacific Coast Feather Cushion Company1995 - 1996
Houlihan Lokey 1992 - 1995
First Interstate Bank 1990 - 1992
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, MBA
University of California, Santa Barbara 1985 — 1990
BA, Economics
Walmart November 2014 - Present
University of Arkansas January 2011 - March 2014
First Response, Inc January 2008 - January 2011
Seattle Aquarium January 2003 - January 2011
National Recreation and Park Association August 2006 - December 2008
Seattle Aquarium July 1994 - January 2003
US Jaycees January 1999 - December 1999
Talbot Hill Elementary School December 1991 - June 1993
Seattle Urban League 1988 - 1991
First Interstate Bank 1983 - 1985
Skills
Volunteer Management, Administration, Customer Service, Event Planning, Writing, Public Speaking, Editing, Supervisory Skills, Event Management, Marketing Communications, Management, System Administration, Blogging, Human Resources, Team Building, Nonprofits, Social Media, Public Relations, Fundraising, Time Management, Leadership, Staff Development, Microsoft Office, Team Leadership, Community Outreach, Project Management, Budgets, Program Development, Project Planning, Non-profits, Coaching, Program Management, Higher Education, Leadership Development, PowerPoint, Teamwork, Training, Research
Education
City University of Seattle 2009 — 2011
Master of Arts, Leadership
City University of Seattle 2006 — 2009
Bachelor of Science (B.S.), Business Administration - Human Resources
Renton Technical College 1987 — 1988
Associate of Arts (A.A.), Administrative Office Management
Highline College 1982 — 1983
AA, Financial Accounting
Renton High School 1976 — 1979
Diploma
Shorewood Realtors July 2014 - Present
Peirce Capital April 2013 - Present
William O'Neil + Company September 2007 - October 2010
Willian O'Neil + Company February 1998 - May 2007
First Interstate Bank 1993 - 1996
Skills
Equities, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Asset Management, Life Insurance, Variable Contracts Agent, Investment Strategies, Financial Advisory, Valuation, Asset Allocation, Capital Markets, Financial Modeling, Real Estate, Management, Trading, Investments
Education
Claremont McKenna College 1986 — 1990
Bachelor of Arts (BA), Math and Economics
Claremont McKenna College 1986 — 1990
Bachelor's degree, Math/Economics Dual Major
Capital Group June 2005 - Present
Surrex Solutions Corporation June 2002 - June 2005
Automobile Club of Southern California May 1995 - June 2002
Automobile Club of Southern California May 1991 - May 1995
First Interstate Bank August 1989 - May 1991
Bergen Brunswig Corporation March 1987 - August 1989
Pittston Corporation September 1986 - March 1987
Pacific Savings Bank May 1986 - September 1986
Broadview Savings & Loan April 1982 - May 1986
Skills
Risk Management, IT Audit, Information Security
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Cleveland State University 1978 — 1982
BBA, Accounting
The Ohio State University 1976 — 1978
Animal Science
C Quest Marine December 2003 - Present
Santa Clara Savings and Loan December 1983 - May 1986
First Interstate Bank October 1978 - November 1983
Skills
Ports, Boat, Boating, Maritime, Yachting, Navigation
Education
United States Maritime Academy
USCG 50 ton Masters License
Chabot College 1980 — 1981
Bank Management and Supervision
American Institute of Banking 1979 — 1981
Bank Management
Ohlone College
Banking and Business
Wells Fargo February 2012 - Present
Wells Fargo October 2009 - February 2012
First Interstate Bank 1992 - 2006
First Interstate Bank 1992 - 1997
First Interstate Bank 1992 - 1997
First Interstate Bank 1992 - 1997
Education
University of Southern California - Marshall School of Business 2002 — 2002
Certificate, Management Development
De La Salle University 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Moodys Investor Services July 2005 - Present
Standard & Poor's 2000 - 2005
Portfolio Management Data September 1996 - May 2000
Chase Manhattan Corporation April 1990 - September 1996
First Interstate Bank April 1989 - April 1990
Citibank September 1982 - April 1989
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
University of Pennsylvania 1978 — 1982
BS, Accounting
Landmark
Fireman Group Inc. January 1994 - Present
First Interstate Mortgage Special Assets September 1988 - November 1990
First Interstate Bank November 1979 - September 1988
Skills
Construction, Contract Management, Renovation, Contractors, Contract Negotiation, Budgets, Negotiation, Project Management, Real Estate, Property Management, Pre-construction, Value Engineering, Construction Management, Change Orders, Project Estimation, Subcontracting, Concrete, Constructability, Submittals, Residential Homes, Facilities Management, Real Estate Development
Education
Colorado State University 1972 — 1976
Bachelor Of Science Business Administration, Finance and Real Estate
Southern California Tile and Home Center April 1988 - Present
First Interstate Bank March 1985 - April 1988
Skills
Bathrooms, Budgets, Construction, Customer Service, Flooring, Interior Design, Marketing, Sales, Small Business, Strategic Planning, Team Building, Tiles
Education
College of the Canyons 1982 — 1984
Psychology
Carsten Consulting Services LLC 2004 - Present
CDPHE 2004 - Present
OMNI Research & Training, Inc 1999 - 2004
ZEW Mannheim 1997 - 1998
First Interstate Bank 1991 - 1996
First Interstate Bank 1991 - 1996
Skills
Research, Strategic Planning, Nonprofits, Public Speaking, Management Consulting, Policy Analysis, Fundraising, Analysis, Data Analysis, Strategy, Grant Writing, Program Management, Community Outreach, Program Evaluation, Program Development, Management, Qualitative Research, Public Policy, Policy, Leadership
Education
Claremont McKenna College 1987 — 2001
BA, International Relations & Economics
University of Mannheim 1996 — 1998
M.A., Economics/Political Science
Franklin Templeton Investments June 2010 - Present
American Century Investments 2007 - 2008
McMorgan and Company 2005 - 2007
McMorgan and Company 1996 - 2005
First Interstate Bank 1995 - 1996
Skills
Asset Allocation, Asset Management, Bloomberg, Capital Markets, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Services, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Research, Securities
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
BA, Finance
General HH Arnold
San Mateo County 2004 - Present
ECE American Collage 1996 - 2004
First Interstate Bank 1984 - 1996
Skills
Employee Benefits, Deferred Compensation, Human Resources, Policy, Benefits Administration, Workforce Planning, Team Leadership, Customer Service, Personnel Management, HRIS, Employee Relations, Organizational..., Performance Management, Employee Training, PeopleSoft, Community Outreach, Team Building, Mentoring, Public Speaking, Teaching, Volunteering, Nonprofits, Research, Program Development, Program Management, Microsoft Word, Training, Event Planning
Education
Cornell University 2009 — 2010
Associate of Science (AS), Family Development Credential
Arapahoe Community College August 2006 - May 2011
Sierra Market Research August 1988 - December 2006
California State University, Sacramento January 1999 - May 2006
First Interstate Bank March 1985 - August 1988
Bank of America December 1980 - March 1985
Skills
Marketing Research, Higher Education, Adult Education, Marketing, Teaching, E-Learning, Curriculum Development, Curriculum Design, Public Speaking, Career Counseling, Career Development, Research
Education
Colorado State University 1978 — 1979
MS, Marketing, Economics
University of Wisconsin-Madison 1973 — 1976
BS, Business
Cambridgeshire A&T, Cambridge, England 1970 — 1972
A Levels, Economics, Law, Sociology
TEC Equipment April 2015 - Present
TEC Insurance October 2014 - March 2015
TEC Equipment August 2013 - October 2014
Hertz July 2011 - August 2013
Lakeside Industries March 2007 - August 2010
Lakeside Industries August 1996 - March 2007
Hertz Rent a Car June 1992 - May 1996
First Interstate Bank August 1990 - June 1992
United States Air Force June 1986 - June 1990
Skills
Customer Service, Microsoft Excel, Microsoft Word, Sales, Project Management, Budgets, Team Building, Access, Inventory Management, Microsoft Office, Strategic Planning, Teamwork, Outlook, PowerPoint, Contract Negotiation, Event Planning, Property & Casualty...
Education
Department of Public Safety Standards and Training 2014 — 2014
Proschools 2014 — 2014
Property & Casualty -Certificate, Insurance
Oregon Liquor Control Commission Service Permit 2013 — 2013
Certificate
Washington State Liquor Control Board Class 12 Mixologist Permit 2013 — 2013
NWCC 2007 — 2007
Certificate, Project Management
University of Phoenix 1998 — 2004
BSBA, Business Administration, Management and Operations
Concordia University-Portland 1992 — 1993
Business
BCTI 1990 — 1991
Cerfitication, Office Automation
Lowry AFB 1986 — 1986
Certificate, Inventory Management
De Anza High School August 2010 - Present
Diablo Valley Community College June 2010 - Present
Acalanes Union High School District September 2008 - June 2010
Visa November 2007 - November 2008
Visa International November 1999 - November 2007
Transamerica Finance Corporation January 1998 - June 1999
Wells Fargo July 1996 - December 1997
First Interstate Bank July 1984 - June 1996
Hughes Aircraft Company June 1979 - June 1984
Skills
Risk Management, Financial Analysis, Banking, Strategy, Leadership, Finance, Management
Education
Chapman University 2008 — 2010
Preliminary Credential SB2042, Single Subject Math Teaching Credential
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
University of California, Los Angeles 1977 — 1982
MA, Applied Math
University of California, Santa Cruz 1973 — 1977
BA, Math and Physics, double
DriveTime January 2011 - Present
DriveTime July 1998 - January 2011
First Interstate Bank May 1984 - March 1996
Skills
Employee Relations, Negotiation, Mergers, Management Consulting, Contract Negotiation, Recruiting, Team Building, Human Resources, Mergers & Acquisitions, Customer Service
Education
University of Notre Dame 1979 — 1982
JD, Law, Summa cum laude
Drake University 1975 — 1978
B.A, Summa cum laude, Phi Beta Kappa
U. S. Department of Housing & Urban Development (retired) 1988 - 2001
First Interstate Bank 1984 - 1988
Skills
ACBL Accredited Bridge..., ACBL Certified Bridge..., Project Management, Management, Real Estate
Education
College of Business
BBA, Business & Real Estate
Apex Performance Solutions, LLC November 2010 - Present
Apex Performance Solutions, LLC September 2010 - October 2010
Harley-Davidson Financial Services 1997 - 2009
Harley-Davidson Financial Services November 2000 - July 2002
Harley-Davidson Financial Services March 2000 - November 2000
Harley-Davidson Financial Services September 1997 - February 2000
QuickQuote Insurance Agency June 1996 - July 1997
Reno-Sparks Convention and Visitors Authority January 1995 - December 1995
First Interstate Bank April 1988 - February 1993
Skills
Software Project..., User Acceptance Testing, Business Process, PMO, Program Management, SharePoint, Microsoft Office, Business Analysis, Process Improvement, Cross-functional Team..., Project Management, Analysis, Project Portfolio..., MS Project, Visio, Vendor Management, SDLC, PMP, Requirements Gathering, Project Planning, Requirements Analysis, Microsoft Project
Education
Concordia College
B.A., Business Administration, Communications - Public Relations/Advertising
Pelco June 2013 - Present
Tri-Ed Distribution March 2010 - March 2013
Northern Video Systems Inc September 1995 - March 2010
First Interstate Bank June 1994 - September 1995
Sacramento Savings Bank September 1990 - June 1994
NCR Corporation June 1990 - September 1990
Skills
Access Control, Surveillance, Sales Management, New Business Development, Account Management, Team Building, Sales, Strategic Planning, Biometrics, Business Development, CCTV, Negotiation, Integration, Contract Negotiation, Physical Security, Customer Service, Inventory Management, Security, Training, Leadership, IP Cameras, Sales Operations, Management, Networking, Marketing, Fire Alarm, Selling, Solution Selling, Key Account Management, Direct Sales, Alarm Systems, Strategy
Education
California State University-Sacramento 1988 — 1990
Bachelor of Science, Business Adminstration, Marketing
Poudre School District August 1998 - Present
Conrad Ball Middle School August 1994 - May 1995
First Interstate Bank June 1993 - September 1993
Skills
Curriculum Development, Curriculum Design, Educational Leadership, Classroom Management, Tutoring, Lesson Planning, Classroom, Differentiated..., Teaching, Teacher Training, Literacy, Staff Development
Education
Colorado Christian University 2005 — 2006
Master of Arts (M.A.), Curriculum and Instruction, Graduate
University of California, San Diego 1988 — 1992
Bachelor of Arts (B.A.), History and Political Science
Capistrano Valley Christian School 1980 — 1988
6th-12th grades
Seawanhaka Corinthian Yacht Club January 2008 - Present
First Interstate Bank August 2007 - January 2008
State of Montana Division of Banking and Financial Institutions March 2006 - August 2007
Seawanhaka Corinthian Yacht Club July 2002 - June 2005
Skills
Customer Service, Event Management, Hospitality Management, Hospitality, Microsoft Excel, Strategic Planning, Event Planning, Budgets, Social Media, Team Building, Coaching, Negotiation, Management, Fundraising, Leadership Development, Marketing, Public Speaking, Training, Leadership, Public Relations, Marketing Strategy, Nonprofits, Team Leadership, Sales, Business Planning, Inventory Management, PowerPoint, Outlook, Contract Negotiation, Microsoft Office, Microsoft Word, Account Management
Education
Concordia College 1997 — 2001
Bachelor of Arts (B.A.), Business, Spanish
Bridge Bank April 2004 - Present
Fremont Bank October 2002 - April 2004
Bank of Los Altos 2000 - 2002
Bank of the West 1996 - 2000
First Interstate Bank 1984 - 1996
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit, Customer Service, Credit Risk, Risk Management
Education
Delhi University 1972 — 1975
BSC (Hons), Physics
Delhi University
Master of Science, Physics
Hagen, Kurth, Perman & Co., P.S. June 2014 - Present
Group Health Physicians January 2010 - Present
Group Health Cooperative January 2005 - January 2010
Pacific Medical Centers September 2001 - December 2004
Point of CareWare February 2001 - September 2001
Pioneer Human Services December 1995 - February 2001
First Interstate Bank December 1989 - November 1995
Skills
Outlook, Healthcare, Data Entry, HIPAA, PowerPoint, Visio, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Customer Service, Nonprofits, Process Improvement, Confidentiality, Public Speaking, Project Management, Budgets, Team Building, Leadership, Access, Healthcare Management, Fundraising, Leadership Development, Organizational..., Concur, Training, Recruiting, Event Management, Policy, Human Resources, Data Analysis, Strategic Planning, Healthcare Information..., Public Relations
Education
American Institute of Banking 1992 — 1993
Banking Principles Diploma
Central Washington University 1987 — 1989
B.A., Constitutional Law & Justice
Highline Community College 1984 — 1987
Sacramento Municipal Utility Company September 2012 - Present
Sacramento Municipal Utility District January 1991 - March 2010
First Interstate Bank January 1980 - January 1991
US ARMY October 1974 - July 1977
Skills
Small Business, Home Equity Lines of..., Microsoft Excel, Credit, Real Estate Financing, Consumer Lending, Banking, Personal Bankruptcy, Leadership, Customer Service, Real Estate
Education
California State University-Sacramento
Bachelor’s Degree, Business Administration and Management, General
Urban Lending Solutions February 2013 - September 2013
Cummins Rocky Mountain December 2011 - November 2012
Colorado Technical University September 2010 - November 2011
Countrywide Bank November 2006 - February 2009
Citicorp Savings 1986 - 1989
First Interstate Bank 1984 - 1986
Skills
Leadership, Customer Service, Microsoft Office, Loans, Banking, Mortgage Lending, Sales Management, Microsoft Excel, Process Improvement, Team Building, PowerPoint, Microsoft Word, Budgets, Analysis, Outlook, Staff Development, Coaching, Leadership Development, Management, Training, Business Analysis, Human Resources, Credit, Sales
Education
Colorado Technical University 2009 — 2010
MBA, Finance
Colorado Technical University
Master of Business Administration (M.B.A.), Accounting and Finance
Hope University International, Pacific Christian College
Bachelor of Arts, Business Management
First Interstate Bank January 2015 - Present
Computer Software Associates, Inc. April 2004 - January 2015
Charles Schwab 1995 - 2003
Skills
RSA Archer Administrator, Vendor Management, Team Leadership, Project Management, Software Implementation, Business Analysis, Software Documentation, Databases, Web Applications, Analysis, Process Improvement
Education
DeVry University 1992 — 1995
BS in Business Operations, Business
Wells Fargo Bank, Wealth Management Group July 1992 - Present
First Interstate Bank June 1987 - July 1992
Advanced Performance Technology January 1975 - April 1985
Education
Chapman University 1966 — 1968
Business Administration and Management, General
Farm Credit of New Mexico 2012 - Present
ranch4sale.com January 2000 - Present
First Federal Bank 1995 - 2007
Western Bank 1984 - 1995
First Interstate Bank 1982 - 1984
Production Credit Association 1980 - 1982
Skills
Banking, Auctioneers, Commercial Banking, Credit Analysis, Credit Management, Project Management, Ranch, Commercial Real Estate, Real Estate Development, Farm and Ranch..., Bank consulting, Bank workout specialist
Education
Colorado State University 1974 — 1979
Bachelor's degree, Animal Sciences
Heritage Oaks Bank September 1995 - Present
Heritage Oaks Bank September 1995 - October 2012
Heritage Oaks Bank September 2006 - December 2009
Citizens Bank, NA January 1987 - March 1990
First Interstate Bank December 1977 - December 1987
Skills
Compliance, Business Continuity, Vendor Management, Project Management, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Business Continuity..., Cash Management, Commercial Lending, Mortgage Lending, Internal Audit, Process Improvement, Consumer Lending, Accounting, Auditing, Bank Secrecy Act, Branch Management, Business Analysis, Change Management, Customer Service, Enterprise Risk..., Financial Institutions, Financial Services, Fraud, IT Audit, Internal Controls, Loans, Management, Mortgage Banking, Retail Banking, Team Building, Training
Education
Columbia College 2008 — 2011
B.S.B.A., Accounting
SD Mortgage Services October 1999 - June 2004
Bayporte Financial June 1998 - June 1999
Temporary Mortgage Services January 1998 - June 1998
New Century Mortgage June 1997 - December 1997
Alternative Lending Capital-Wholesale January 1997 - June 1997
Mt. San Antonio College September 1995 - June 1996
First Interstate Bank October 1993 - April 1995
California Title Reporting Service June 1986 - October 1993
Education
College of San Mateo
AA degree, Real Estate
Coconino County September 2008 - Present
ERA Develco Flagstaff May 1995 - July 1999
First Interstate Bank May 1984 - August 1994
Skills
QuickBooks, Payroll, Bookkeeping, Outlook, Customer Service, Appraisals, Office Management, Microsoft Excel, Accounting, Sales, Financial Reporting, Leadership, Investment Properties, Process Scheduler
Education
Coconino County Community College
B
Coconino Community College
Accounting, A
LegalShield April 2013 - Present
First Interstate Bank 1964 - 1968
Skills
Property & Casualty..., Disability Insurance, Insurance, Employee Benefits, Health Insurance, Leadership, Accident, Long-term Care, Human Resources, Recruiting, Term Life Insurance, Life Insurance, Brokers
Education
Cornell University - Johnson Graduate School of Management 1962 — 1964
Master of Business Administration (M.B.A.), Accounting and Finance
Stanford University 1953 — 1957
Bachelor of Arts, Political Science and Government
KeyBank 2011 - Present
First Interstate Bank July 2008 - December 2011
Fifth Third Bank 2004 - 2008
Skills
Portfolio Management, Banking, Financial Planning, Estate Planning, Credit, Wealth Management, Investments, Investment Strategies, Wealth, Mutual Funds, Asset Allocation, Finance
Education
Capital University 1998 — 2002
Bachelor of Science (BS), Economics
The University of Akron
Master of Taxation, Taxation
Capital University
Master of Business Administration (M.B.A.), Economics
First Interstate Bank November 1994 - Present
Education
UCLA 1960 — 1962
Cornell University 1952 — 1956
Bachelor of Arts, Zoology
Robert Half January 2015 - Present
Global Discoveries March 2008 - December 2014
Alliance Title & Escrow Corp 2005 - 2007
Fidelity National Title 2003 - 2005
North American Title 2002 - 2003
Sunny Daycare 2000 - 2002
Providian Financial 1997 - 2000
Providian Financial 1991 - 1997
ITT Financial 1990 - 1990
First Interstate Bank 1985 - 1989
Skills
Real Estate, Escrow, Management, Bookkeeping, Customer Service, Microsoft Office, Microsoft Word, Payroll, Title Insurance, Budgets, Outlook, Microsoft Excel, Accounts Receivable, Strategic Planning, Accounting, Office Management
Education
Modesto Junior College 2011 — 2012
Attending, Accounting
Ohlone College 1992 — 1992
General Ed
Chabot College 1983 — 1985
Drafting/General Ed
Lila Lou's May 2010 - Present
Jackson State Bank May 1992 - December 2009
First Interstate Bank May 1977 - May 1992
Skills
Handmade Jewelry, Fine Art, Jewelry Design, Management, Customer Service, Painting, Art, Jewelry
Education
Casper College
Associate of Science (A.S.), Business
Washington State Department of Health May 2001 - Present
Washington State Department of Health May 1996 - May 2001
First Interstate Bank February 1992 - February 1995
Microrim January 1991 - 1991
Skills
Microsoft Excel, Microsoft Office, Economics, PowerPoint, Budgets, Analysis, Microsoft Word, Research, Government, Health Program Planning, Certificate of Need, Accounting, Training, Policy, Purchasing, Auditing, Access, Data Analysis, Nonprofits, Accounts Payable, Process Scheduler, Public Speaking, Program Management, Strategic Planning, Community Outreach
Education
Central Washington University 1987 — 1990
Bachelor of Science (B.S.), Business/Managerial Economics
University of Puget Sound 1985 — 1987
Fireside Bank March 2004 - Present
Providian Financial May 1994 - March 2004
First Interstate Bank November 1987 - December 1993
Education
California State University-Sacramento
BA - Economics/Psychology
HealthSmart September 2012 - Present
1st Choice Employee Benefit Solutions January 2010 - September 2012
First Choice Administrators April 2004 - December 2009
Clinic Service Corporation February 1994 - July 2001
Family Medical Clinic 1988 - 1992
First Interstate Bank January 1982 - May 1986
Skills
Health Insurance, Insurance Claims, Medical Terminology, Microsoft Excel, Microsoft Word, Managed Care, Reinsurance, Medical Billing, Medical Coding, Medicare/Medicaid..., HIPAA, Data Entry
Education
University of Central Missouri
Bachelor of Arts (B.A.)
Ozarks Technical Community College
Fundamentals of Managed Health Care
Community College of Aurora
Accounting and Computer Science
Clark/Cowlitz County Executive AssistantBusiness Development Group, Inc.2006 - 2007
Junior Achievement of Washington 1999 - 2005
US Bank 1997 - 1998
US Bank 1996 - 1997
US Bank 1994 - 1996
Nordstrom Federal Credit Union 1992 - 1994
First Interstate Bank 1980 - 1991
Skills
Training, Software Documentation, Time Management, Customer Service
Education
City University of Seattle 1999 — 2004
Bachelor of Science (B.S.), Business Management
University of Washington
Woodland High School
Acme Seamless Gutters November 2004 - June 2005
Peak Wellness Center July 2004 - November 2004
First Interstate Bank November 2002 - March 2003
Gem City Bone & Joint August 2002 - October 2002
Snelling Personnel August 2000 - August 2002
WeCare Nursing Center January 2000 - August 2000
Education
Dawn Career Institute Inc 2011 — 2012
Dawn Career Institute
Self-employed October 2004 - Present
Las Comadres 2011 - 2012
First Interstate Bank January 1982 - January 1990
J C Penny November 1964 - July 1974
Skills
Business, Accounting, life skills coach, Public Speaking, Community Outreach, Leadership Development, Program Development
Education
Loma Linda University 2003 — 2006
Masters, Marriage and Family Therapy
East Los Angeles College 1998 — 1999
General Ed courses
Columbia Sportswear January 1996 - Present
First Interstate Bank November 1986 - December 1996
Skills
Management, Software Documentation, Process Improvement, Disaster Recovery, Business Analysis, Customer Service, SharePoint, VMware, Integration, System Administration
Education
Concordia University-Portland 1997 — 1999
BS, Business Management and Communications
Self-employed February 2002 - Present
First Interstate Bank March 1998 - April 2001
Western Security Bank January 1997 - March 1999
Education
Carroll College 1984 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
University of Montana 1993 — 1995
BA, Marketing
Edward Jones April 2009 - Present
First interstate bank August 1988 - December 2007
Education
Central Washington University 1968 — 1972
Bachelors in business, Finance, General
Cambridge Investment Research, Inc. September 2013 - Present
Cullinan Chiropractic February 2012 - September 2013
Animal Clinic SouthSide August 2005 - February 2012
Wm Penn University February 2003 - July 2010
Indian Hills Community College September 1997 - August 2005
CUNA Mutual Group June 1990 - August 1996
First Interstate Bank August 1985 - August 1989
Skills
Microsoft SQL Server, SQL, C#, jQuery, JavaScript, CSS, Cobol, Assembly Language, CICS, Web Design, Visual Basic, COBOL, WordPress, Access, Databases, HTML, SEO, HTML5, Web Applications, Microsoft Office
Education
Drake University 2001 — 2003
Master's degree, Education, 3.9
Indian Hills Community College 1988 — 1990
Associate of Applied Science, Computer Programming, 3.85
Northeast Missouri State University 1979 — 1981
Bachelor's degree, Education, 3.25
Ottumwa Heights Community College 1975 — 1977
Associate of Arts (AA), General Studies