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
Former Banking Executive & Current Real Estate Investor 2004 - Present
Auto Ventures, Inc. January 2013 - November 2014
Bank of Nevada June 1999 - November 2012
Bank of America April 1996 - May 1999
California Commerce Bank July 1991 - April 1996
Wells Fargo October 1988 - June 1991
First Interstate Bank May 1982 - October 1988
Skills
Finance, Loans, Portfolio Management, Financial Analysis, Management, Banking, Underwriting, Credit, Marketing, Commercial Real Estate, Due Diligence, Microsoft Office, PowerPoint, Research, Microsoft Excel, Customer Service, Windows, Microsoft Word, Outlook
Education
University of Phoenix 1994 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services, 3.6
Southern Utah University 1978 — 1981
Bachelor of Arts (BA), English Literature and Business Administration, 3.2
RiverCity Sportswear July 2013 - Present
Outhouse Designs March 1992 - May 2013
First Interstate Bank February 1986 - March 1992
Skills
Apparel, Management, Customer Service, Recruiting, Purchasing, Human Resources, Invoicing, Office Management, Merchandising, Textiles, Employee Benefits, Accounts Receivable
Education
Jack C. Hays High School
High School
Texas State University
Business Administration and Management, General
First National Bank & Trust October 2012 - Present
SpiritBank 2011 - 2012
Cendant/PHH Mortgage 2000 - 2009
First Interstate Bank 1983 - 1991
Skills
30 years in Banking; 21..., USDA, Loan Origination, Banking, First Time Home Buyers, VA loans, Mortgage Banking, FHA, Residential Mortgages, Real Estate Lending, Calyx Point, Real Estate, Credit, Commercial Lending, Credit Analysis, Finance, Mortgage Lending, Refinance, Investment Properties, Loans, Consumer Lending, Commercial Banking, Small Business Lending, Investments, Portfolio Management, Financial Analysis, Cash Management, Commercial Real Estate, Underwriting, Loan Servicing, Credit Risk, Risk Management, Retail Banking, Branch Management, Executive Management, Cross Selling, Commercial Mortgages, Financial Institutions, Branch Banking
Education
Southern Nazarene University 1989 — 1990
Bachelor of Arts (B.A.), Management / Human Resources
Seminole State College
Associate of Science (A.S.), Physical Sciences
Union Bank September 2012 - Present
Union Bank September 2012 - Present
Robert Half International July 2011 - Present
Wells Fargo Bank August 2005 - July 2010
Bank of America 1993 - 2005
First Interstate Bank 1987 - 1993
Skills
Finance, Financial Analysis, Banking, Financial Modeling, Strategic Financial..., Financial Services, Business Analysis, Process Improvement, Talent Acquisition, Risk Management, Recruiting, Financial Reporting, Corporate Finance, Mortgage Lending, Forecasting, Financial Planning, Management, Managerial Finance, Relationship Management, Accounting, Credit, Essbase, Analysis, Applicant Tracking...
Education
University of Phoenix 2012 — 2014
Business Finance
San Francisco State University 1978 — 1986
Bus Admin
Lenders Commercial Finance November 2011 - Present
SOI November 2010 - April 2011
Diamond Parking Service January 2009 - August 2010
Management Recruiters of Berkeley January 2008 - December 2008
Insperity March 2003 - January 2008
Euler Hermes June 1995 - March 2003
Associated Factors, Inc. October 1992 - June 1995
Statewide Thrift & Loan January 1990 - October 1992
First Interstate Bank June 1985 - January 1988
Great American Bank January 1983 - June 1985
Skills
New Business Development, Sales Management, Operations Management, Management, Financial Modeling, Credit, Servant Leadership, Executive Management, Change Management, Team Building, Trusted Business Advisor, Business Development..., C-Level Relationships, Consultative Style, Budgets, Business Planning, Start-ups, Sales, Business Development, Business Strategy, Solution Selling, Banking, C-Level Sales, Finance, Entrepreneurship, Consultative Sales..., Strategic Planning, Recruiting, Forecasting, Human Resources, Financial Risk, Program Management, Mergers & Acquisitions, Small Business, Process Improvement, Leadership, Account Management, Risk Management, Financial Analysis, Insurance, Managerial Finance, Cash Flow, Loans, Strategy
Education
San Francisco State University 1972 — 1976
BA, Accounting
First Interstate Bank April 2014 - Present
Wells Fargo Home Mortgage April 2012 - April 2014
NEW November 2010 - March 2012
Green Tree Servicing LLC October 1998 - May 2010
Skills
Foreclosures, Refinance, Underwriting, Loans, Customer Service, Loan Origination, Bankruptcy, Mortgage Banking, Credit, Microsoft Office, Mortgage Lending, Real Estate, Banking, Collections, Residential Mortgages, Consumer Lending, FHA, Loan Servicing, Loss Mitigation
Education
South Dakota State University 1989 — 1993
Bachelor of Arts (B.A.), Sociology and criminology
Opportunity Bank June 2015 - Present
Guild Mortgage Company January 2012 - June 2015
US Bank 2005 - 2011
First Interstate Bank 2001 - 2005
Rocky Mountain Bank 1997 - 2001
Security Bank / Western Security Bank 1993 - 1997
Skills
Loan Origination, Loan Structuring, Branch Management, Branch Banking, Mortgage Lending, Commercial Lending, Consumer Lending, FHA / VA, First Time Home Buyers, USDA, Investment Properties, Jumbo loans, FHA, Refinance, Loans, Real Estate, Residential Mortgages, Mortgage Banking, FHA financing, VA loans, Government Loans, Home Equity Loans, Certified Mortgage..., Reverse Mortgages, Credit, Debt Consolidation, Finance, Credit Analysis, Referrals, Short Sales, Foreclosures, HUD, Loan Servicing, Home Equity Lines of..., Real Estate Financing, Financial Structuring, Rates, Mortgage Marketing, Single Family Homes, Underwriting, Loss Mitigation, VA Loans, FHA Financing
Education
San Francisco State University 1986 — 1990
Bachelor of Science, Business Administration
Plains Commerce Bank May 2013 - Present
First Interstate Bank March 2012 - May 2013
First Interstate Bank August 2010 - March 2012
First Interstate Bank March 2009 - August 2010
Plains Commerce Bank May 2009 - December 2009
Daktronics October 2005 - March 2008
Skills
Finance, Banking, Credit, Analysis, Loans, Customer Retention, Customer Service, Networking, Real Estate Financing, Commercial Banking, Commercial Real Estate, Commercial Lending
Education
South Dakota State University 2003 — 2008
Bachelor of Science (BS), Business Economics
Milbank High School 1999 — 2003
Ambassadors for Christ Youth Ministries May 2015 - Present
Harmony House August 2014 - May 2015
American Express August 1997 - December 2013
American Express June 1997 - December 2013
Apache Corporation August 1992 - August 1997
Lyondellbassell December 1990 - August 1992
EDS 1988 - 1992
EDS 1988 - 1992
EDS 1988 - 1992
First Interstate Bank 1978 - 1988
Skills
Leadership, Case Management, Nonprofits, Mental Health, Social Services, Community Outreach, Crisis Intervention, Program Evaluation, Interventions, Conflict Resolution, Resume Writing, Microsoft Office, Leadership Development, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Coaching, Event Planning, Training, Team Building
Education
Texas Southern University 1977 — 1986
Bachelor of Arts (BA), Communications, 3.89 in major area of study
Lake Washington Institute of Technology September 2011 - Present
The Learning Connection 1995 - Present
Bellevue College 2000 - June 2014
Renton Technical College 1999 - 2005
Seafirst Bank & Bank of America 1995 - 1999
Overlake Hospital 1990 - 1995
First Interstate Bank 1988 - 1990
Skills
Public Speaking, College Teaching, Higher Education, Teaching, Adult Education, Training, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Instructional Design, Community Outreach, Curriculum Development
Education
Seattle University 1987 — 1988
Bachelor of Arts (B.A.), Journalism, Communications & Public Relations
University of Oregon
Business Administration, Management and Operations
First Interstate Bank August 2014 - Present
First Interstate Bank February 2013 - Present
First Interstate Bank September 2002 - February 2013
Sterling State Bank November 2001 - February 2002
First Bank & Trust Brookings May 2001 - October 2001
Midwest Card Services May 2000 - April 2001
Skills
Mortgage Lending, Loans, Retail Banking, Consumer Lending, Compliance, Commercial Lending, Cash Management, Branch Banking, Branch Management, Customer Service, Branch Operation, FHA, Lines Of Credit, Commercial Banking
Education
South Dakota State University 1997 — 2001
BS, Major: Mathematics, Minors: Business, Economics
SIGMA3 (Sigma Cubed Inc) April 2011 - Present
TIBCO OpenSpirit September 2010 - April 2011
OpenSpirit March 2005 - September 2010
Halliburton 2004 - 2005
Landmark Graphics/Halliburton 2002 - 2004
BMC Software 1999 - 2001
Intermedics (Sulzer) 1991 - 1998
First Interstate Bank 1989 - 1991
Skills
Product Marketing, Energy, Strategy, Management, Brand Management, Business Strategy, Marketing Communications, Internal Communications, Integrated Marketing, Business Development, Marketing, Leadership, Marketing Strategy, Oil & Gas Industry, Direct Marketing, Upstream, Account Management, Energy Industry, Project Management, Data Management, Product Management, Budgets, Lead Generation, Entrepreneurship
Education
Texas Tech University 1986 — 1988
MA, Mass Communications
Texas Tech University 1982 — 1986
BA, Telecommunications
BlackRock 2010 - Present
BlackRock 1998 - 2009
UBS Global Asset Management 1994 - 1998
Merrill Lynch 1992 - 1992
First Interstate Bank 1989 - 1991
Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting
London School of Economics and Political Science
MSc., Economics
UC Irvine
Bachelor's degree, Economics
BKF Engineers September 2007 - Present
Sonic Addiction Band April 2009 - Present
Do The Hustle TV Show June 2011 - June 2012
San Jose Police Department May 2007 - September 2007
McGrath Power November 2005 - May 2007
Aptos United Methodist Church August 2004 - December 2006
First Presbyterian Church of Palo Alto March 2000 - November 2005
Apple Vacations April 1999 - March 2000
SoftCom, Inc February 1996 - April 1999
First Interstate Bank May 1993 - February 1996
Skills
Television, Public Relations, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Training, Graphic Design, Microsoft Office, Adobe Creative Suite
Education
San Jose City College
AA, Social Sciences
Prospect High School 1984 — 1987
GE, Music
Valley Christian High School 1983 — 1983
Music
Campbell Christian School 1979 — 1983
GE, Music
Brockson Capital Advisors - AZ & CA October 2014 - Present
Cactus Capital Partners January 2009 - Present
CKS Advisors LLC October 2011 - October 2014
Auto Safety House September 1999 - December 2006
First Interstate Bank July 1993 - July 1996
Houlihan Lokey February 1992 - April 1993
National Westminster Bank July 1988 - February 1992
American Appraisal 1990 - 1992
KPMG US June 1979 - July 1988
Skills
Mergers & Acquisitions, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Private Equity, Business Valuation, Investment Banking, Due Diligence, Capital, Valuation, M, LBO, Private Placements, Equities, Leveraged Finance, Executive Management, Finance, Restructuring, Business Strategy, Capital Markets
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (MBA), Finance, General
St. Bonaventure University 1975 — 1979
Bachelor's degree, Accounting
Lawrence Public Schools August 2008 - Present
Gardner-Edgerton School District August 2006 - May 2008
Lawrence Public Schools May 2003 - August 2006
University of Kansas Educational Opportunity Center May 2002 - August 2003
AmeriCorps May 2001 - May 2002
First Interstate Bank August 1988 - August 1993
Skills
MANDT Certified, Licensed Masters Level..., Community Outreach
Education
University of Kansas 1999 — 2001
Masters of Social Work, Social Work Administration
University of Kansas 1996 — 1999
Bachelors of Social Welfare, Social Work
Barton County Community College 1994 — 1996
Associates of Art, Sociology
The Home Depot October 2014 - Present
The Home Depot March 2014 - October 2014
The Home Depot January 2014 - March 2014
The Home Depot November 2013 - January 2014
First Interstate Bank June 1998 - September 2013
Skills
Loans, Loan Origination, Lines Of Credit, Customer Service, Banking, Consumer Lending, Credit, First Time Home Buyers, Investment Properties, Mortgage Lending, Public Speaking, Real Estate, Strategic Planning, Underwriting, Sales, Community Outreach, Family Services
Education
University of Wyoming 1993 — 1996
English/Theatre
Sheridan College 1990 — 1993
Argo Surety January 2014 - Present
Argo Surety May 2008 - December 2013
Travelers July 2003 - April 2008
Enron March 1997 - June 2003
Bank One April 1996 - November 1996
First Interstate Bank January 1994 - April 1996
Education
Texas Tech University 1990 — 1993
BBA, Finance
Continental Resources February 2014 - Present
Caliber Home Loans May 2013 - February 2014
FTS International January 2012 - April 2013
JP Morgan Chase February 2011 - January 2012
AHMSI March 2009 - February 2011
CitiGroup November 1999 - February 2009
First Interstate Bank 1998 - 1999
Community First Bank 1996 - 1998
Skills
CCNP, Compliance, Risk Management, SOX, Auditing, Internal Audit, Sarbanes-Oxley Act, Checkpoint, Risk Assessment, Management, Analysis, Security, Quality Assurance, Operations Management, Governance, Internal Controls, Business Process, Project Planning, Strategy, Financial Risk, Finance, Information Security, Mergers & Acquisitions, Policy, IT Management, Information Technology, Process Improvement, Training, Business Process..., Team Building, Vendor Management, Leadership
Education
DeVry - Keller Graduate School of Mgmt 2008 — 2010
MBA, Operations
DeVry University 2006 — 2008
BBA, Operations Management
Tarrant County College 2004 — 2006
Associates of Arts, General
Sheridan High School 1986 — 1990
General, General
First Interstate Bank June 2007 - Present
Skills
Certified Financial..., Investment Management, Risk Management, Strategic Financial..., Credit Analysis, Investments, Commercial Lending, Retirement Planning, Estate Planning, Wealth Management, Loans, Financial Analysis, Leadership, Retirement, Banking, Credit, Mutual Funds, Consumer Lending, Cash Management, Asset Allocation, Mortgage Lending, Underwriting, Lines Of Credit, Investment Advisory, Small Business, Construction Loans
Education
South Dakota State University 1977 — 1981
Bachelor of Science, Agriculture
San Diego Private Bank December 2013 - Present
City National Bank August 2013 - November 2013
City National Bank March 2007 - December 2012
City National Bank February 2003 - February 2007
City National Bank October 1996 - January 2003
First Interstate Bank 1994 - 1996
San Diego Trust and Savings Bank 1986 - 1994
Skills
Operational Integrity, Leadership, Colleague Development, Oral & Written..., Process Management, Coaching, Sales, Positive Can-do Attitude, Commercial Banking, Risk Management, Treasury Management, Commercial Lending, Process Improvement, Loans, Operational Due..., Operations Management, Business Development, Financial Risk, CRM, Training, Credit Analysis, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Branch Management, Financial Services, Small Business Lending, Credit Risk, Loan Origination, Management, Banking
Education
San Diego City College
Hillyer Advisory September 2014 - Present
Union Bank 2012 - June 2014
Mechanics Bank April 1991 - 2011
Mechanics Bank 1991 - 2011
First Interstate Bank 1988 - 1991
Donaldson, Lufkin & Jenrette 1984 - 1988
Campus Crusade for Christ 1982 - 1984
Texas Housing Finance Agency / Texas Senate 1977 - 1981
The Bank of California 1972 - 1977
Skills
Business Development, Wealth Management, Investment Management, Estate Planning, Trust Services, Planned Giving, Public Relations, Corporate Trust, Foundations, Community Development, Non-profits, Relationship Management, Building Relationships, Leadership, Endowments, Charitable Gift Planning, Trust Management, Strategic Financial..., Portfolio Management, Asset Managment, Boy Scouts, Legacy Giving, Fundraising, Event Planning, Public Speaking, State Government, Political Campaigns, Legal Documents, Wills, Collaboration, Trusting Relationships, Legislative Relations, Trusted Advisor, Board of Directors, Banking, Asset Management, Trusts, Wealth, Nonprofits, Investment Advisory, Financial Services, Financial Advisory, Loans, Series 7, Estate Law, Finance, IRAs, Risk Management, High Net Worth..., Wealth Management...
Education
The University of Texas School of Law
Doctor of Law (JD)
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Texas A&M University
Serenity Marketing August 2008 - Present
ESTECH 2009 - 2011
HP April 1998 - September 2008
Hewlett-Packard Company 1998 - 2008
Micron Electronics, Nampa 1997 - 1998
US Bancorp / West One Bank 1995 - 1997
Prudential Insurance 1989 - 1995
First Interstate Bank 1984 - 1989
LNW 1980 - 1984
Skills
Competitive Analysis, Program Management, Product Marketing, Strategic Planning, Cross-functional Team..., Product Management, Start-ups, Strategy, Leadership, Management, Business Development, Brand Development, Go-to-market Strategy, Marketing, Business Planning, Market Research
Education
The Tuck School of Business at Dartmouth 2004 — 2004
Certificate Received, Online Bridge Marketing Series
University of Idaho 1975 — 1979
business, marketing, management
Lewiston High School 1971 — 1975
California Bank & Trust December 1999 - Present
Grossmont Bank, San Diego January 1996 - November 1999
First Interstate Bank February 1994 - December 1995
San Diego Trust & Savings Bank January 1989 - January 1994
Grossmont Bank January 1986 - December 1989
Skills
Real Estate, Commercial Banking, Commercial Lending, Loans, Banking, Asset Based Lending, Credit Analysis, Strategic Planning, Credit, Small Business Lending, New Business Development, Commercial Mortgages, Accounting, Sales Management, Portfolio Management
Education
Pacific Coast Bank School 2001 — 2003
Masters Level Certificate, Advanced Banking
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Finance
Wells Fargo Bank June 2010 - Present
Treasure State Bank 2006 - July 2010
US Bank 2004 - 2005
First Interstate Bank 2001 - 2003
JP Morgan Chase 1994 - 2000
Citibank 1989 - 1994
The Chase Manhattan Bank 1983 - 1988
Skills
Liquidity Management, Portfolio Management, Risk Management, Credit, Hedge Funds, Banking, Equities, Securities, Investments, Strategic Planning, Financial Risk, Insurance, Derivatives, Commercial Banking, Cash Management, Investment Management, Financial Services, Finance, Wealth Management, Loans, Series 7, Strategy, Financial Advisory, Financial Structuring, Management, Financial Analysis
Education
San Francisco State University, College of Business 1978 — 1981
Bachelor of Science, Finance, Economics
Umpqua Bank June 2015 - Present
Umpqua Bank (formerly Argent Bank) January 2008 - April 2014
Commerce National Bank January 2008 - November 2013
Citizens Business Bank September 2003 - December 2007
First Bank 2002 - 2003
Omega Performance 2002 - 2002
Mellon Private Banking 1999 - 2001
Downey Savings May 1996 - May 1999
First Interstate Bank 1988 - 1996
Union Bank 1978 - 1988
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Cash Management, Credit, Portfolio Management, Asset Based Lending, Financial Analysis, Underwriting, Credit Risk, Risk Management, Commercial Lending, Small Business Lending, Consumer Lending, Private Banking, Commercial Mortgages, Accounting, Loan Origination, Lines Of Credit, Deposits, Middle Market, Finance, SBA, Structured Finance, Restructuring, Construction Loans, Mergers & Acquisitions, Cash Flow Lending, SBA 504, Trade Finance, Mortgage Banking, Financial Structuring, Relationship Management, Commercial Finance, Funding
Education
University of California, Irvine 1970 — 1984
Ph.D, M.A., B.A., German Literature
Georg-August-Universität Göttingen 1972 — 1973
German, French
Savanna High School 1967 — 1970
Indiana Ave Baptist Church December 2004 - Present
Mo-Ranch Conference & Retreat Center March 2001 - November 2001
First Interstate Bank August 1976 - October 1991
Skills
Nonprofits, Youth Ministry, Public Speaking, Teaching, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership Development, Outlook, Research, Event Planning, QuickBooks, Budgets, Public Relations, Project Management, Strategic Planning, Social Media, Financial Analysis, System Administration, Supervisory Skills, Bookkeeping, Government, Coaching, Data Analysis, Payroll, Policy, Staff Development, Administrative..., Leadership, Project Planning, Access, Training, Analysis, Spanish, Office Management, Social Networking, PowerPoint, Customer Service, Process Improvement, Time Management, Accounting, Teamwork, Data Entry, Quicken, Spreadsheets, Editing, Administration
Education
Southern Methodist University 1972 — 1976
Bachelor of Business Administration (BBA), Accounting
US Bank October 2005 - Present
San Diego National Bank February 2003 - March 2005
Union Bank September 1994 - March 2003
First Interstate Bank July 1978 - September 1994
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Loans, Lines Of Credit, Small Business Lending, Credit Analysis, Financial Analysis, Asset Based Lending, Loan Origination
Education
Stanford Business School 1988 — 1991
Banking School Program, Banking
San Diego State University-California State University 1973 — 1978
B.S. in Accounting, Accounting, Finance
JP Morgan Chase February 2011 - Present
Keybank May 2006 - February 2011
Calyon February 1996 - May 2006
Credit Lyonnais 1996 - 2006
First Interstate Bank 1991 - 1996
Skills
Engineering, Valuation, Investment Banking, Due Diligence, Petroleum, Risk Management, Financial Modeling, Capital Markets, Asset Management, Mergers & Acquisitions, Energy, Structured Finance, Portfolio Management, Private Equity
Education
Texas Tech University 1974 — 1979
BS, Petroleum Engineering
University of Phoenix 1998 — 2000
MBA, Business Management
Umpqua Bank August 2014 - Present
School Employees Credit Union September 2011 - August 2014
Aerotek December 2009 - June 2011
JPMorgan Chase 2008 - November 2009
Washington Mutual/ JPM 2003 - November 2009
Washington Mutual 2001 - 2003
Washington Mutual 2000 - 2001
Key Bank 1996 - 2000
First Interstate Bank 1993 - 1995
First Interstate Bank 1990 - 1993
Skills
Business Analysis, Banking, User Acceptance Testing, Payments, Project Management, CRM, Quality Assurance, Business Requirements, Treasury Management, Financial Services, Requirements Gathering, Cash Management, MS Project, ACH, Databases, Testing, Loans, Internet Banking, Test Planning, Program Management, Vendor Management, Software Documentation
Education
Southern Illinois University, Edwardsville
Math and Business
Western Illinois University
Math and Business
Habitat for Humanity Sacramento November 2011 - March 2014
California Institute for Mental Health January 2011 - May 2013
Murphy, Campbell, Guthrie & Alliston 2006 - 2008
AirTouch International 1998 - 2000
AirTouch Communications 1994 - 1998
AirTouch International 1992 - 1994
Cellular One / McCaw Communications 1989 - 1991
Xerox Financial Services January 1988 - December 1988
Bank of Alex Brown 1986 - 1988
First Interstate Bank 1980 - 1986
Skills
Philanthropy, Fundraisers, Fundraising, Non-profits, Nonprofits, Volunteer Training, Youth Development, Grant Writing, Volunteer Recruiting, Community Development, Community Outreach, Volunteer Management, Business Development, Executive Management, Leadership, Management, Program Management, Project Management, Start-ups, Strategic Planning, Strategy, Training
Education
Stanford University 1990 — 1992
MBA with MA - Education Administration and Policy Analysis, PMP Certificate-Public Entity Management
University of Southern California 1978 — 1985
BS, Finance & Business Economics
MRL Company November 2011 - Present
WOOD RENEWAL OF MINNESOTA August 2008 - December 2010
STINSON HOMECARE, LLC August 2002 - July 2008
4COM, INC July 1998 - February 2001
First Interstate Bank April 1997 - December 1997
Doubletree Hotel August 1996 - April 1997
The Inn st Saint Mary's August 1993 - July 1996
Skills
Public Relations, Team Building, Marketing Communications, Advertising, Research, Leadership, Market Analysis, Brand Management, Marketing Strategy, Event Planning, New Business Development, Sales, Public Speaking, Program Management, Strategic Planning, Management, Event Management, Market Planning, Marketing, Budgets, CRM, Customer Satisfaction, Retail, Negotiation, P&L Management, Customer Service, Newsletters, Account Management, Marketing Management, Email Marketing, Social Media Marketing, Direct Mail, Product Marketing, Direct Marketing, Social Networking, Online Marketing, Integrated Marketing, B2B, Market Research, Trade Shows, Social Media, Business Development, Editing, Pricing, Strategy, Competitive Analysis, Salesforce.com, Brand Development, Digital Marketing, Marketing Research
Education
University of Saint Thomas 2011 — 2011
MINI MASTERS, BUSINESS COMMUNICATIONS
Saint Mary's College 1989 — 1993
BA, Mass Communications
Trinity Cornerstone Corporation July 2012 - Present
Trinity Conerstone Corporation June 2008 - December 2011
Hugh I. Biele February 1995 - December 2008
First Interstate Bank 1971 - 1981
Skills
Leadership, Management, Production, Class Actions, Litigation, Civil Litigation, Employment Litigation, Bankruptcy
Education
University of Utah S.J. Quinney College of Law 1965 — 1968
J.D., Law
St. Lawrence University 1961 — 1965
B.A., Sociology and Economics
Banc Home Loans August 2015 - Present
PrimeLending October 2013 - August 2015
Wells Fargo Private Mortgage Banking January 2008 - September 2013
Wells Fargo Home Mortgage January 2004 - December 2007
CitiMortgage August 1996 - December 2003
First Interstate Bank 1993 - 1995
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Lending, Real Estate Financing, Mortgage Underwriting, Loans, Investment Properties, Real Estate, Referrals, First Time Home Buyers, Real Estate Transactions
Education
San Diego State University-California State University
Business
Aubrey Insurance Services, Inc., a branch office of TWFG 1998 - Present
First Interstate Bank 1993 - 1997
United Savings/Bank United 1987 - 1992
Interfirst Bank/First Republic 1986 - 1987
First Alief Bank-University Bancshares 1983 - 1985
Texas Department of Banking 1978 - 1982
King Ranch, Inc. 1970 - 1978
Skills
Workers Compensation, Casualty, Benefits, Insurance, Medicare Supplements, Commercial Insurance, Property & Casualty..., Dental, Accident, Employee Benefits, Term Life Insurance, Dentistry, Health Insurance, Medicare, Legal Liability, Professional Liability, Life Insurance, Disability Insurance, Brokers, Fixed Annuities, General Insurance, Liability, Underwriting, Claim, Retirement Planning, Portfolio Management, Umbrella Insurance, Customer Service, Risk Management
Education
Texas A&M University-Kingsville 1970 — 1975
BBA, Finance-Economics
H. M. King High School 1967 — 1970
General Study, General Studies
Axia Home Loans November 2014 - Present
First Interstate Bank April 2012 - March 2014
US Bank Home Mortgage June 2009 - March 2012
First Bank of the Tetons October 2005 - April 2009
Bank of Jackson Hole June 2002 - October 2005
Skills
Mortgage, Investment Properties, VA loans, Mortgage Lending, Single Family Homes, REO, Mortgage Banking, Portfolio Management, Banking, Residential Homes, First Time Home Buyers, Credit, Acting, Underwriting, Construction Loans, Finance, Loan Origination, Real Estate Transactions, Real Estate, Loan Servicing, Sellers, Loans, Foreclosures, Risk Management, Commercial Lending, Insurance, Small Business Lending, Short Sales, FHA, Residential Mortgages, Financial Analysis, USDA, Credit Analysis, Investments, FHA financing, Investors, Sales, Marketing, Refinance, Real Estate Economics, Reverse Mortgages, Certified Mortgage..., Home Equity Lines of..., Consumer Lending, Commercial Banking, Referrals, Vacation Homes, Condos, Title Insurance, Lines Of Credit
Education
The Ohio State University 1972 — 1975
BA, Journalism
University of Cincinnati 1970 — 1972
Liberal Arts
Coldwell Banker Residential Brokerage-Sonoma County August 2013 - Present
Keller Williams Realty January 2009 - Present
Keller Williams 1989 - Present
realtor 1989 - Present
First Interstate Bank June 1988 - January 1991
Two Sisters Antiques January 1980 - February 1990
Skills
Buyer Representation, Investors, Buyers, Time Management, Selling, Loans, First Time Home Buyers, Real Estate Transactions, Rentals, Single Family Homes, e-PRO, Short Sales, Referrals, Foreclosures, REO, New Home Sales, Residential Homes, Luxury, Real Estate, Council of Residential..., Advertising, Investments, Investment Properties, Home Staging, Property, Purchasing, New Homes, Sellers, Listings, Townhomes, Relocation, Vacation Homes, Property Management, Seniors, Real Property, Commercial Real Estate, HUD, Condos
Education
Santa Rosa Junior College 1985 — 1987
Associate Degree, Business
ARC San Joaquin 2012 - Present
Aurora's Home Sweet Home, LLC 2011 - 2012
First Republic Bank 2009 - 2011
JPMorgan Chase Card Services (formerly WaMu/Providian) 2004 - 2009
Providian Financial 2001 - 2004
Providian Financial 1994 - 2001
United Credit Bureau Services 1994 - 1994
Bank of the West 1992 - 1994
First Interstate Bank 1976 - 1992
Skills
Operations Management, Process Improvement, Quality Assurance, Business Strategy, Risk Management, Staff Development, Team Building, Budgeting/Cost Control, Customer Service, Project Management, Management, Leadership, Program Management, Forecasting, Financial Services, Budgets
Education
Sacred Heart Seminary
St. Mary's College of California
B.A. (Honors), Management
University of California, Los Angeles
Professional Designation in Bank Management
AAMA January 2015 - Present
SBOT Real Estate Forms Committee 1998 - Present
Wells Fargo & Co. February 1995 - Present
Wells Fargo & Co. February 1995 - Present
Houston Housing Authority 2006 - 2013
First Interstate Bank 1995 - 1996
Butler & Binion, LLP September 1979 - February 1995
Skills
Commercial Lending, Real Estate Transactions, Real Estate, Commercial Real Estate, Business, Corporate Law, Legal Research, Corporate Governance, Joint Ventures, Arbitration, Legal Writing, Administrative Law, Licensing, Civil Litigation, Mediation, Due Diligence, Employment Law, Bankruptcy
Education
The University of Texas School of Law 1976 — 1979
J.D., Law
Stanford University 1971 — 1975
A.B., Psychology
Computer Associates April 2004 - August 2007
Computer Associates April 2001 - April 2004
Computer Associates July 1999 - April 2001
Platinum Technology April 1996 - April 1999
First Interstate Bank April 1979 - April 1996
Education
Tarrant County College 1971 — 1975
Wells Fargo Bank, NA January 2014 - Present
The Muller Company January 2010 - July 2013
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 1997 - 2004
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank 1995 - 1996
First Interstate Bank 1992 - 1996
First Interstate Bank 1992 - 1996
Wells Fargo Bank 1992 - 1995
Skills
Credit Analysis, Loans, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Real Estate Economics, Real Estate, Mergers & Acquisitions, Structured Finance, Management, Underwriting
Education
William & Mary 1981 — 1985
B.B.A, Finance and Management
Commercial Credit Training
San Diego State University-California State University
M.B.A, Real Estate and Finance
CDK Global March 2015 - Present
AIM Consulting Group August 2014 - Present
Puget Sound Energy October 2014 - January 2015
REI August 2014 - October 2014
Julep Beauty May 2014 - August 2014
Billings Gazette Communications September 2013 - March 2014
Townsquare Media January 2013 - May 2013
Montana Community Development Corporation June 2012 - August 2012
First Interstate Bank June 2009 - August 2010
Skills
Online Marketing, Google Analytics, Social Media, PowerPoint, Social Networking, Administrative..., Customer Service, Microsoft Excel, Events, Google Adwords, Keyword Research, Leadership, Microsoft Office, Marketing Research, Non-profits, Recruiting, Writing, Windows, Newsletters, Blogging, Social Media Marketing, Web Analytics, Editing, Facebook, Nonprofits, Marketing
Education
The University of Montana - School of Business Administration 2009 — 2013
Bachelor of Science, International Business and Marketing
AT&T Global Services October 2012 - Present
Celerity Inc April 2007 - August 2010
Advanced Micro Devices 2005 - 2007
AMD 2000 - 2005
Direct Communications 1999 - 2000
NOS 1997 - 1999
Loomis Fargo Armored 1996 - 1997
First Interstate Bank 1995 - 1996
Skills
New Business Development, Business Process..., Management, Project Management, Negotiation, Business Analysis, Business Strategy, Communication, Entertainment, Banking, Semiconductor Industry, Presentations, Food, SAP, Microsoft Office, Crystal Reports, PC, Android, Photoshop, Adobe Creative Suite, Graphic Design, Logo Design, Live Sound, Stage Lighting, Community Outreach, Sales, Salesforce.com, Sales Genie, Bilingual, Forecasting, Business Development, Product Development, Six Sigma, Supply Chain, Inventory Management, Pricing, Procurement, Project Planning, Purchasing, Product Marketing
Education
Texas State University 2000 — 2004
Business, Marketing
Probitas Partners February 2002 - Present
The Review of Private Equity February 2011 - March 2012
Pacific Corporate Group May 1996 - July 2001
First Interstate Bank July 1981 - April 1996
First Interstate Equity Corporation March 1995 - March 1996
Skills
Private Equity, Venture Capital, Due Diligence, Funding, Portfolio Management, Private Placements, Private Equity Funding, Alternative Investments, Investor Relations, Investments, Mergers, Valuation, Hedge Funds, Emerging Markets, Corporate Development, Equities, Derivatives, Fund Of Funds, Joint Ventures
Education
University of California, Los Angeles - The Anderson School of Management 1979 — 1981
MBA, Finance
Stanford University 1971 — 1975
BA, Communications
Kamehameha Schools 1967 — 1971
KFP Consulting January 2010 - Present
The Bear Photography January 2010 - Present
Hughes-Calihan Konica Minolta Inc 2007 - September 2009
Toshiba Business Solutions 2000 - 2007
Pierce Leahy 1996 - 2000
Iron Mountain-Pierce Leahy 1996 - 2000
First Interstate Bank 1990 - 1996
Xerox Corp 1976 - 1990
International Bussiness Machines Corporation 1965 - 1976
Skills
Document Management, Microsoft Office, Excel, Employee Relations, Talent Acquisition, Coaching, Change Management, Performance Management, Hiring, Customer Relations, Vendor Management, Mentoring, Interviewing, Organizational..., Team Building, Process Improvement, Administration, Compensation, Professional Services, Account Management, Cold Calling, Strategic Planning, Leadership Development, Employee Engagement, Negotiation, Succession Planning, Program Management, Resource Management, Career Counseling, Problem Solving, Team Leadership, Customer Service, Direct Sales, Sales Management, Sales Process, Management Consulting, Counseling, Digital Photography, Photography, Portrait Photography, Landscape Photography, Selling, Sales, Training
Education
Trinity International University 1996 — 1998
San Jose State University 1965 — 1968
San Diego State University-California State University 1964 — 1964
San Diego Mesa College 1962 — 1964
Independent January 2014 - Present
The Kucera Companies January 2012 - January 2014
Charter Commercial Brokerage May 2011 - January 2014
The Charter Group September 1999 - May 2011
Greg Davis Properties 1995 - 1999
Extraco Banks 1991 - 1994
First Interstate Bank 1985 - 1991
Skills
Budgets
Education
University of Mary-Hardin Baylor 2009 — 2011
MBA, Business
Sam Houston State University 1981 — 1984
BBA, Real Estate Finance
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
Desert Schools Federal Credit Union April 2008 - Present
1st National Bank of Arizona January 2001 - January 2008
Wells Fargo May 1996 - April 2000
First Interstate Bank March 1994 - May 1996
Chase Bank 1988 - 1994
Skills
Vendor Management, Banking, Management, Budgets, Credit Cards, ACH, Loan Origination, Risk Management, Process Improvement, Team Building, Credit, Loans, Mortgage Lending, Consumer Lending, Payments, Core Banking, Operations Management, Project Management, Electronic Payments, Deposits, Financial Services, Financial Analysis, Cash Management, Commercial Banking, CRM, Retail Banking, Credit Analysis, Relationship Management
Education
Suffolk County Community College 1976 — 1978
Discovery Elementary School August 2012 - Present
Linda-Mood Bell Learning Processes June 2011 - August 2011
Epiphany School November 2009 - September 2010
Children's Center of the Stanford Community April 1990 - November 1993
Hewlett-Packard September 1987 - March 1990
McKesson June 1986 - August 1986
First Interstate Bank July 1983 - August 1985
Skills
Microsoft Word, Curriculum Design, Educational Technology, Classroom, Leadership, Editing, Marketing, Elementary Education, Outlook, Training, Event Management, Social Media, Classroom Management, Social Networking, Spanish, Lesson Planning, Team Building, Market Research, Public Relations, Management, Sales, Blogging, Creative Writing, Social Media Marketing, Customer Service, Newsletters, Small Business, Marketing Communications, Leadership Development, Differentiated..., Grants, Data Analysis, Higher Education, Facebook, Press Releases, Community Development, Technology Integration, Mathematics Education, Philanthropy, Instructional Technology, Social Studies, Teaching Writing, Literacy, Program Development
Education
Seattle University 2011 — 2012
Master in Teaching, Elementary Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Marketing & Finance
Stanford University 1981 — 1983
B.A., Economics
Bank of America September 2014 - Present
Bank of America March 2004 - September 2014
Bank of America July 1999 - March 2004
LTCB May 1995 - July 1999
First Interstate Bank August 1993 - May 1995
Education
Texas Christian University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Leonard E. Flaherty July 2011 - Present
Federal Home Loan Bank of San Francisco September 1998 - June 2011
Contractor - Mortgage Industry January 1996 - August 1998
The Pacific Bank December 1992 - December 1995
Calistoga Wayside Inn April 1989 - June 1993
Real Estate Research Corp. October 1985 - July 1987
First Interstate Bank October 1977 - August 1985
Federal Reserve Bank of San Francisco May 1971 - July 1977
Skills
Portfolio Management, Real Estate Financing, Public Speaking
Education
Saint Michael's College 1964 — 1968
BA Business Administration, Corporate Finance, Economics
Frost Bank September 1997 - Present
LePori Family Limited Partnership August 1995 - Present
US Army, Texas Army National Guard May 1981 - May 2011
Compass Bank October 1992 - September 1997
First Interstate Bank January 1986 - October 1992
Skills
Strategic Planning, Team Leadership, Team Building, Leadership, Military, Business Development, Risk Management, Public Speaking, Program Management, Training, Strategy, Portfolio Management, Operations Management, PowerPoint, Policy, Government, Financial Analysis, Leadership Development, Microsoft Office, Budgets, Process Improvement, Project Management
Education
United States Army War College 2003 — 2005
MS, Strategic Studies
Texas A&M University 1977 — 1981
BBA, Finance
First Interstate Bank August 2014 - Present
First Interstate Bank May 2012 - August 2014
First Interstate Bank August 2011 - May 2012
Carino's Italian January 2007 - May 2011
Skills
Teller, Customer Service, Personal Banking, Mortgage Banking, Collections, Indirect Lending, Wealth Management, IT Operations, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting, Finance
Education
The University of Montana - School of Business Administration 2007 — 2011
Bachelor of Science in Business Administration, Finance
Investment & Philanthropic Consulting February 2014 - Present
Harris Private Bank 1997 - February 2014
Northwestern Trust 1997 - 2002
First Interstate Bank 1993 - 1997
Puget Sound National Bank 1991 - 1993
SAFECO 1987 - 1991
Skills
Portfolio Management, Equities, Strategic Financial..., Investments, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Asset Allocation, Loans, Alternative Investments, Financial Planning, Investment Management, Leadership, Mutual Funds, Retirement Planning, Wealth Management...
Education
Seattle Pacific University - School of Business and Economics 1984 — 1987
MBA, Business Administration
Seattle Pacific University 1975 — 1978
B.A., Business Administration
Realdeck, Incorporated August 2010 - Present
Dennis Cameron & Associates/ Legal Services January 1982 - Present
First Interstate Bank July 1975 - January 1982
Skills
Business Analysis, Business Planning, Credit, Loans, Microsoft Excel, Project Management
Education
San Diego State University-California State University 1962 — 1968
Graduate, Finanace/Business Management
First Interstate Bank August 2010 - Present
First Interstate Bank April 2000 - August 2010
St. Vincent Healthcare June 1991 - April 2000
KTVQ Television February 1989 - June 1991
KECI Television September 1986 - February 1989
Skills
Social Media Marketing, Marketing Communications, Public Relations, Email Marketing, Marketing
Education
University of Colorado Boulder 2002 — 2004
ABA School of Bank Marketing and Management
The University of Montana 1983 — 1986
BS, Journalism/Radio and Television
The George Washington University 1982 — 1983
Journalism
Tehama County Public Works June 2000 - Present
United States Postal Service June 1998 - August 2000
Lassen View Elementary School August 1997 - August 1999
Professional Mother October 1989 - April 1998
Caltrans January 1990 - June 1991
First Interstate Bank May 1988 - January 1990
Raley's October 1987 - April 1988
Longs Drugs March 1985 - September 1987
Skills
Microsoft Office, Irrigation, ArcGIS, Management, Land Development, Road, Microsoft Excel, Real Estate, GPS, GIS, Surveying, Event Planning
Education
Shasta College 2002 — 2007
AS, Anthropology
Sierra College 1987 — 1991
Atlas Energy Group, LLC August 2009 - Present
Buckeye Partners December 2008 - July 2009
Finisar December 2007 - November 2008
Protiviti 2002 - 2007
Arthur Andersen 1997 - 2002
First Interstate Bank 1992 - 1997
Skills
Internal Audit, Risk Assessment, SOX, Team Building, Data Analysis, Energy, Energy Audits, Joint Ventures, Governance, Team Leadership, Mentoring, Enterprise Risk..., Sarbanes-Oxley Act, Analysis, Business Process, Accounting, Auditing, Mergers & Acquisitions, Internal Controls
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1992
MBA, Business Administration
Susquehanna University 1986 — 1990
BS, Accounting
The RWC Group August 2000 - Present
The RWC Group August 2000 - Present
Fleet Bank April 1998 - September 1999
First Interstate Bank 1990 - 1996
Skills
Banking, Financial Risk, Mergers, Financial Analysis, Process Improvement, Organizational..., Strategic Planning, Change Management, Budgets, Team Building, Cash Management, Business Requirements, Analysis, Financial Services, Treasury Management, Mergers & Acquisitions, Financial Reporting, Risk Management, Product Management, Business Analysis, Project Management, Vendor Management, Program Management, Payments
Education
Stephen F. Austin State University 1970 — 1974
Bachelor of Arts, English/History/Secondary Education
Insight April 2008 - Present
Calence March 1998 - April 2008
Open Systems Enterprise Solutions June 1997 - March 1998
Wells Fargo June 1996 - May 1997
First Interstate Bank May 1995 - June 1996
Visa February 1992 - May 1995
Bank of America September 1984 - January 1992
Skills
Vendor Management, Strategy, Network Architecture &..., Security Architecture &..., Quality Assurance &..., Project Management, Client Engagement..., Disaster Recovery &..., Network Assessments, Consulting Practice..., Strategic Solutions &..., Management, Cisco Technologies, Mobility Solutions &..., Data Center Technologies, Converged Video..., Strategic Leadership, Sales Presentations, Value Based Selling, Sales Practices &..., Storage Solutions &..., Public Speaking, Quality Assurance, Data Center, Network Architecture, Disaster Recovery, Integration, Business Continuity, Customer Engagement, VoIP, Solution Selling, Unified Communications, Cloud Computing, SaaS, Managed Services, Security, MPLS, Networking, Wireless, Account Management, Enterprise Software, Professional Services, Virtualization, CRM, Business Development, Business Intelligence, Business Process, Sales Process, Leadership, Process Improvement
Education
San Francisco State University
CIS
University of Phoenix
BSCIS, Bachelors of Science CIS
University of Phoenix
MSCIS, Masters of Science CIS
North Island Credit Union August 1996 - Present
First Interstate Bank 1994 - 1996
San Diego Trust and Savings Bank 1977 - 1994
Skills
Credit, Commercial Real Estate..., Small Business Lending, Asset Managment, Commercial Mortgages, Consumer Lending, Cash Flow Lending, Loans, C&I Lending, Management, Credit Risk, Process Improvement, Commercial Lending, Financial Modeling, Credit Analysis, Banking, Strategic Planning, Customer Service, Budgets, Risk Management, Business Loans, Cash Management, Asset Management, Loan Origination, Mortgage Lending, Credit Unions, Retail Banking, Portfolio Management, Mortgage Banking, SBA, Bank Secrecy Act, Lines Of Credit, Asset Based Lending, Deposits, Internet Banking, Commercial Banking, Finance, Branch Management, Financial Risk, Financial Analysis, Mobile Banking, Wealth Management, Underwriting, Investments, Financial Advisory, Leadership, Strategic Financial..., Financial Services, Retirement Planning, Real Estate Financing
Education
Pacific Coast Banking School/ University of Washington 1993 — 1995
Graduate, Banking
California Intermediate Banking School/ University of San Diego 1988 — 1989
Banking
San Diego State University-California State University 1972 — 1977
BA, Economics
MasterCard January 2006 - Present
PULSE EFT Association 1996 - 2005
First Interstate Bank January 1990 - July 1996
Skills
Cards, Payments, Account Management, Credit, Customer Relations, Debit Cards, Negotiation, Product Development, Contract Negotiations, Electronic Payments, Debit, Acquiring, Product Management, Credit Cards, Strategy Development, Vendor Management, Strategic Planning, Team Building, Business Strategy, Payment Cards, New Business Development, Business Development, Loyalty Programs, Payment Gateways, Relationship Management, Payment Card Processing, Mobile Payments, Sales Management, Leadership, Payment Systems, E-payments, Merchant Services, Financial Services, Strategy
Education
Texas Christian University 1972 — 1974
Oak Wealth Management, LLC February 2014 - Present
Wells Fargo Advisors April 2004 - February 2014
Citicorp Investment Services February 2003 - April 2004
Cal Fed Investments June 1996 - February 2003
Prudential Financial January 1996 - June 1996
First Interstate Bank July 1992 - January 1996
The Good Guys! October 1987 - January 1991
Pacific Stereo March 1980 - May 1986
Skills
Financial Planning, Wealth Management..., Retirement Planning, Investments, Portfolio Management, 401k Rollovers, Asset Allocation, Estate Planning, Insurance, IRAs, Retirement, High Net Worth..., Investment Management, Life Insurance, Capital Markets, Asset Management, Long-term Care, Wealth Preservation, Financial Services, Financial Advisory, Wealth Management, Series 7 (held through...
Education
Sonoma State University 1992 — 1994
Bachelor of Science, Business Administration: Marketing, Finance, International Business
University of California, Berkeley, Haas School of Business 2002 — 2003
CFP Certification Curriculum
University of Colorado 2006 - Present
Bridgeway Capital Partners 2000 - 2006
State of Colorado January 1999 - July 2000
State of Colorado 1995 - 1999
First Interstate Bank 1992 - 1995
Wells Fargo 1988 - 1991
United States Marine Corps 1985 - 1989
Skills
Finance, Budgeting, Treasury, Executive Management, Investment Banking, Investments, Management, Change Management, Public Relations, Public Policy, Leadership, Debt & Equity Financing, Economic Development, Economics, Higher Education..., Politics, Chief of Staff, Operations Management, Marketing Strategy, Management Of..., Lobbying, Grassroots Campaigning, Financial Modeling, Financial Planning, Financial Markets, Banking, Commercial Banking, Mortgage Banking, Private Label, Sales, Marketing, Credit Analysis, Sales Presentations, Financial Analysis, Business Restructures, Reorganisation, Ethical Leadership, Cultural Diversity, Workout, Strategic Negotiations, Bond Markets, Municipal Bonds, Managerial Finance, Public Speaking, Program Management, Organizational..., Higher Education, Strategy
Education
San Francisco State University
BS, Finance and Economics
Wohl Investment Company February 2009 - Present
LA Fitness 2000 - Present
24 Hour Fitness 1993 - 2001
First Interstate Bank 1985 - 1995
Skills
Office Management, Administrative..., Outlook, Microsoft Office, Microsoft Excel, Customer Service, Office Administration, Microsoft Word, Accounts Payable, Real Estate, Event Planning, Team Building, System Administration, Training, Budgets, Sales
Education
Santiago Canyon College 2003 — 2005
Hilton Worldwide September 2014 - Present
Marriott Marquis and Marin January 2013 - July 2014
W San Diego May 2006 - December 2012
Downtown Johnny Brown's January 1995 - February 2006
Marriott Suites San Diego January 1994 - March 1996
First Interstate Bank June 1991 - May 1994
Skills
Hotels, Hospitality, Customer Service, Food & Beverage, Hospitality Management, Hospitality Industry, Budgets, Restaurants, Forecasting, Catering, Hotel Management, Event Planning, Revenue Analysis, Resorts, Event Management, Inventory Management, Food Service, Food, Pre-opening
Education
San Diego State University-California State University
Geology/ Broadcast Communications
San Diego State University-California State University
Broadcast communications / Geology
Children's Hunger Fund June 2009 - Present
USANA Health Sciences 2000 - Present
Wells Fargo Bank January 1996 - June 2004
First Interstate Bank October 1989 - January 1996
Skills
Public Speaking, Fundraising, Event Planning, Nonprofits, Volunteer Management, Community Outreach, Microsoft Office, Event Management, Customer Service, Coaching, Leadership Development, Strategic Planning, Teaching, Training, Sales, Team Leadership, Microsoft Word, Management, Organizational..., Microsoft Excel, Non-profits, Social Networking
Education
San Antonio College 1969 — 1971
First Interstate Bank June 2014 - Present
American Bank July 2008 - June 2014
Iconic Radio/Magazine February 2013 - June 2013
Livingston Enterprise January 2008 - May 2008
Skills
Editing, Interviews, Social Media, Event Management, Entertainment
Education
Saint Mary-of-the-Woods College 2008 — 2014
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs, 3.9
Hilltop National Bank January 2006 - Present
First Interstate Bank March 2001 - January 2006
Skills
Loans, Commercial Banking, Financial Analysis, Credit Analysis, Banking, Sales, Training, Commercial Lending, Underwriting, Microsoft Excel, Lines Of Credit, Small Business Lending, Credit, Relationship Management, Microsoft Office, Customer Service, SBA, Mortgage Banking, Risk Management, Loan Origination, Marketing, Mortgage Lending, Credit Risk
Education
Graduate School Of Banking at Colorado
Lyman High School
South Dakota State University
KeyBank July 1994 - Present
First Interstate Bank 1986 - July 1994
Skills
Commercial Banking, Portfolio Management, Trade Finance, Credit, Loans, Cash Management, Banking, Treasury Management, Risk Management, Small Business Lending, Credit Analysis, Management, Financial Analysis, Commercial Lending, Foreign Exchange, Finance
Education
Seattle University 1985 — 1988
MBA, Finance
Washington State University 1977 — 1981
BA, Business Administration
Atomic Investments, Inc. October 1999 - Present
Comerica Bank 1998 - 1999
Pacific Commerce Bank 1997 - 1998
First Interstate Bank 1994 - 1996
San Diego Trust & Savings Bank 1984 - 1994
Education
San Diego State University-California State University 1982 — 1992
Business Administration, Finance
Qualcomm January 1996 - Present
First Interstate Bank September 1991 - January 1996
Skills
Financial Modeling, Cash Management, Asset Managment, Investments, Portfolio Management, Financial Analysis, Capital Markets, Banking, Sarbanes-Oxley Act
Education
San Diego State University-California State University 1986 — 1991
BS, Finance
First Interstate Bank September 2011 - Present
First Interstate Bank February 2009 - September 2011
First Interstate Bank August 2008 - February 2009
First Interstate Bank November 2007 - August 2008
First Interstate Bank October 2006 - November 2007
Campus Crusade for Christ August 2005 - August 2006
First Interstate Bank January 2005 - August 2005
Montana World Trade Center September 2004 - December 2004
Best Buy October 2002 - March 2003
Skills
Loans, Portfolio Management, Banking, Commercial Lending, Commercial Banking, Risk Management, Credit, Underwriting, Business Development, Management, Sales, Relationship Management, Training, Credit Analysis, Mortgage Lending
Education
The University of Montana - School of Business Administration 2001 — 2004
B.S., Business - Finance
Billings West High School 1997 — 2001
HS Diploma
Montgomery County Department of Community Supervision & Corrections January 1996 - September 2000
First Interstate Bank May 1993 - December 1995
Education
Sam Houston State University 1989 — 1995
BS, Criminal Justice
First Interstate Bank June 2013 - Present
Silverton Broadcasting October 2012 - Present
Edward Jones March 2012 - August 2012
Cheyenne Distributing October 2009 - February 2012
Skills
Sales, Advertising, Finance, Marketing, Cold Calling, Business Strategy, Entrepreneurship, Negotiation, Training, Microsoft Excel, Start-ups, Account Management, Hiring, Employee Training, Small Business
Education
Wright State University 2008 — 2009
Business Administration and Management, General
The University of Akron 2007 — 2008
Business Administration and Management, General
Jackson Family Wines/Kendall-Jackson November 1998 - Present
Liquid Assets May 1996 - November 1998
The Tides Wharf and The Inn at the Tides in Bodega Bay, Cal. January 1985 - February 1996
First Interstate Bank May 1990 - October 1993
Skills
Payroll, Purchase order entry, Accounts..., Cornerstone Learning..., Wine, Intranet document..., Concur expense system, JD Edwards, US Bank Access Online, Microsoft/Lync 2010, Accounts Payable, Human Resources, Accounting, Budgets, Accounts Receivable, Customer Service, Wineries, Finance, Management, Event Planning, Forecasting, Sales, Wine Tasting, Strategic Planning, Event Management, Pricing, Marketing Strategy
Education
Santa Rosa Junior College 1985 — 1987
Associates of Arts degree
Elmolino High School 1979 — 1983
First Interstate Bank June 2013 - Present
First Interstate Bank September 2003 - Present
First Interstate Bank December 2008 - June 2013
i_Tech September 2006 - December 2008
First Interstate Bank May 2003 - September 2006
First Interstate Bank July 2000 - April 2003
Skills
Mobile Banking, Project Implementation, Ideation, Problem Solving, Requirements Analysis, Banking, Enterprise Software, Business Analysis, IT Strategy, Analysis, Strategic Planning, E-commerce, Remote Deposit Capture, Technology Integration
Education
Center for Creative Leadership 2010 — 2010
Leadership Development Program
Vanderbilt University - Owen Graduate School of Management 2004 — 2005
BAI Graduate School of Bank Opeations & Technology, BAI Graduate School of Bank Opeations & Technology
The University of Montana - School of Business Administration 1994 — 1999
Finance, Business Administration
Korn/Ferry International April 2000 - Present
City University of Seattle 2005 - Present
Northwest Project Management 2000 - Present
The Versatile Company 1997 - 2000
Fred Pryor Seminars 1992 - 1997
First Interstate Bank 1985 - 1990
TRW 1980 - 1984
Skills
Project Management, Risk Management, Performance Management, Training, Staff Development, Organizational..., Change Management, Management Consulting, Coaching, Executive Coaching, Program Management, Instructional Design, Leadership Development, Team Building, Process Improvement, Team Leadership, Project Planning, Management Development, Personal Development, Strategic Planning, Leadership, Consulting, Workshop Facilitation, Training Delivery, Integration, Strategy, Cross-functional Team..., Organizational..., Talent Management, Culture Change, Conflict Resolution, E-Learning
Education
University of Leicester 2003 — 2006
Master's of Science degree (MSc), Training and Performance Management
Stevens Institute of Technology 2004 — 2006
Master's Certificate, Project Management
Kohl Advisory Group July 2012 - Present
Cognitive Tactics June 2011 - Present
c. myers corporation November 2008 - October 2010
Arizona Federal Credit Union January 1996 - January 2008
First Interstate Bank January 1989 - January 1996
Sendero Corporation January 1988 - January 1989
Chase Bank of Arizona October 1986 - July 1988
Great Western Bank January 1985 - January 1986
Skills
Product Management, Product Development, Written Communications, Team Leadership, Public Speaking, Mentoring, Written Communication, Interest Rate Risk..., Strategic Planning, Credit, Credit Risk, ALM, Credit Unions, Cash Management, Financial Modeling, Finance, Forecasting, Mergers & Acquisitions, Process Improvement, Executive Management, Strategy, Banking, Risk Management
Education
Washington University in St. Louis 1983 — 1984
MA, Economics
University of Kansas 1979 — 1983
BA, Mathematics
Virtus Real Estate Capital July 2011 - Present
Superfund USA, Inc April 2009 - February 2011
Stanford Group Company September 2004 - March 2010
Standard Bank London Ltd. December 2002 - September 2004
First National Bank 1999 - 2002
First Union Securities Inc. 1997 - 1999
Banco Rio de la Plata 1996 - 1997
Standard Chatered Bank 1993 - 1996
First Interstate Bank 1986 - 1993
Bank of Boston 1983 - 1985
Skills
Wealth Management, Investment Advisory, Alternative Investments, Securities, Equities, Series 7, Asset Allocation, Financial Advisory, Hedge Funds, FINRA, Mutual Funds, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Management, Investment Strategies, Investments, Series 63, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Bonds, Asset Management, Financial Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
ma, economics and Latin american studies
The Johns Hopkins University 1978 — 1982
ba, political science
Organization + Performance Group International ConsultantDulworth & Gibbs2004 - Present
Bank One Texas N A 1996 - 2000
First Interstate Bank 1989 - 1996
First City Bank 1982 - 1989
Skills
Management Consulting, Strategic Planning, Due Diligence, Business Analysis, Mergers, Business Process..., Business Transformation, Change Management, Integration, Process Improvement
Education
Southern Methodist University 1982 — 1985
Commercial Banking
University of Maryland College Park 1974 — 1977
Christie's International Real Estate December 2010 - Present
Angel City Press 2008 - 2009
Library Foundation of Los Angeles January 2007 - September 2008
Northrop Grumman October 1999 - May 2006
AlliedSignal (Honeywell) 1997 - 1999
First Interstate Bank 1990 - 1997
Times Mirror 1994 - 1996
Skills
Press Releases, Editing, Public Relations, Internal Communications, Nonprofits, Marketing, Marketing Communications, Corporate Communications, Strategic Communications, Social Media Marketing, Blogging, Copywriting, Social Media, Integrated Marketing, Media Relations, Event Planning, Crisis Communications, Copy Editing, Facebook, Marketing Strategy, Content Strategy
Education
The Johns Hopkins University
M.A., English
University of California, Santa Barbara
B.A., English
Wells Fargo October 2011 - Present
Wells Fargo March 2011 - Present
Wells Fargo Wealth Management Group 1980 - Present
Wells Fargo April 2005 - October 2006
First Interstate Bank 1983 - 1985
Skills
Banking, Financial Services, Credit, Risk Management, Loans
Education
San Diego State University-California State University 1976 — 1980
Office of United States Senator Jeff Bingaman April 2011 - January 2013
Bryan Cave LLP January 2002 - May 2006
Office of United States Senator Jeff Bingaman January 1999 - May 2001
Atkinson & Thal, PC May 1998 - December 1998
Hinkle, Cox, Eaton, Coffield & Hensley September 1997 - May 1998
First Interstate Bank September 1989 - September 1994
Skills
Commercial Litigation, Litigation, Bankruptcy, Legislative Relations, Legislation, Legal Writing, Legal Research, Civil Litigation, Restructuring, Economic Development, Appeals
Education
The University of New Mexico School of Law 1994 — 1997
J.D., Law
Santa Clara University 1985 — 1989
B.S. in Commerce, Accounting
Wells Fargo Bank April 2005 - Present
Wells Fargo Audit Services July 2002 - April 2005
Wells Fargo Bank May 2000 - July 2002
Federal Reserve Bank of San Francisco September 1993 - May 2000
First Interstate Bank May 1989 - September 1993
Skills
Risk Management, Compliance, Credit, Banking, Analysis, Auditing, Financial Risk, Internal Controls, Training, Management, Enterprise Risk..., AML, Operational Risk, Operational Risk..., Financial Services, Leadership, Credit Risk, OFAC, Consumer Lending, KYC, Bank Secrecy Act, Mortgage Lending, Fraud, Loans, Anti Money Laundering
Education
San Francisco State University
Business Administration, Management and Operations
Practical Law Company October 2010 - Present
Thomson Reuters 2003 - January 2010
Wells Fargo Home Mortgage 2010 - 2010
Global Securities Information 2003 - July 2005
Arco/BP 1997 - 2002
IBM/Catapult 1997 - 2000
Southern California Edison 1996 - 1997
First Interstate Bank 1985 - 1992
Bear Stearns 1982 - 1983
Merrill Lynch 1980 - 1982
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
State University of New York College at Cortland 1971 — 1975
BA, Education
First Interstate Bank March 2009 - Present
Wells Fargo June 1993 - May 2010
Wells Fargo 1993 - 2008
Education
Seattle Pacific University 1989 — 1993
First Interstate Bank January 2014 - Present
Northern California Conference of SDA January 2012 - November 2013
North American Division of Seventh-day Adventists November 2010 - December 2011
Federal Home Loan Bank of Atlanta July 2008 - November 2010
INTL Trading July 2005 - May 2008
Skills
Equities, Accounting, Microsoft Excel, PowerPoint, Risk Management, Banking, QuickBooks, Analysis, Financial Analysis, Process Improvement, Finance, Customer Service, Leadership, Public Speaking, Microsoft Office, Securities
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
University of Central Florida 2005 — 2008
Master, Business Administration
Southern Adventist University 2001 — 2005
Bachelor, Business Administration, International Business Management
Southern Adventist University 2001 — 2005
Associate, Accounting
IBERIABANK May 2014 - Present
Wells Fargo July 1999 - May 2014
First Interstate Bank April 1990 - July 1999
Texas Department of Banking August 1985 - September 1988
Skills
Credit, Commercial Lending, Commercial Banking, Risk Management, Leadership, Banking, Credit Analysis, Loans, Small Business Lending, Mortgage Lending, Lines Of Credit, Consumer Lending, Commercial Mortgages, Portfolio Management, Asset Based Lending, Financial Analysis, Finance, Underwriting, Management
Education
University of Houston, C.T. Bauer College of Business 1999 — 2001
MBA, International Business, Finance
Texas A&M University 1979 — 1984
Bachelor of Science (B.S.), Agricultural Economics
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
TD Bank September 2009 - Present
TD Bank September 2009 - Present
TD Bank May 2005 - June 2008
Banknorth February 2004 - May 2005
Peter S. Lee, Attorney at Law October 2001 - January 2004
deBella Fine Gems & Jewelry Arts January 1993 - January 1999
SF Brown, Inc January 1990 - January 1992
First Interstate Bank January 1985 - January 1988
Fenn Galleries January 1984 - January 1985
Coldwell Banker Commercial Real Estate Services January 1981 - January 1984
Skills
Banking, Management, Advertising, Press Releases, Relationship Management, Marketing Communications, Sales, Marketing Strategy
Education
Skidmore College 1977 — 1981
B.A., English
First Interstate Bank June 2014 - Present
Lytx Inc. November 2009 - June 2014
Harte-Hanks Market Intelligence July 2006 - November 2009
Indymac Bank July 2005 - July 2006
Rhodes Homes October 2004 - June 2005
Nevada Federal Credit Union April 2001 - October 2004
Elder Care Alliance December 1998 - April 2001
Skills
Predictive Analytics, Business Intelligence, Analytics, Segmentation, CRM, Enterprise Software, Multi-channel Marketing, Go-to-market Strategy, Competitive Analysis, Product Marketing, SaaS, Product Management, Demand Generation, Lead Generation, Strategic Partnerships, Business Development, Cross-functional Team...
Education
University of Montana 1997 — 1997
MA, Political Science
St. Olaf College 1992 — 1996
Bachelor of Arts, Political Science and German
East West Bank November 2013 - Present
Silicon Valley Bank December 1993 - October 2013
Comerica Bank January 1988 - November 1993
BNP Paribas September 1983 - December 1987
First Interstate Bank September 1979 - August 1983
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Corporate Finance, Investment Banking, Investments, Business Strategy, Entrepreneurship, Leadership, Management, Banking, Financial Services, Portfolio Management, Mergers & Acquisitions, Due Diligence, Valuation
Education
San Francisco State University 1977 — 1983
Bachelor of Science (BS), Finance
Saint Tower Academy October 2010 - Present
Stepp & Sullivan,P.C. 1995 - 1999
First Interstate Bank 1990 - 1994
Education
Texas Tech University 1985 — 1987
Space Invaders: Home and Office Staging August 2009 - Present
Northshore School District January 1995 - August 2009
First Interstate Bank January 1978 - March 1985
Education
Seattle Pacific University 1979 — 1982
LAER Realty Partners October 2014 - Present
White Barn Heirlooms June 2012 - Present
DriveTime March 2010 - July 2011
HoneyBaked Ham September 2007 - January 2009
San Diego Data Processing Corp 2002 - 2004
San Diego Data Processing Corporation 2000 - 2002
Union Bank of California March 1991 - May 2000
First Interstate Bank 1989 - 1991
Education
University of California, San Diego 2003 — 2004
LAMP - Leadership and Management Program
San Diego State University-California State University 2000 — 2001
Information Technology
Tim Seibel Consulting April 2003 - Present
CBIZ July 2007 - May 2014
Associated Bank April 2008 - May 2009
Fieldstone Communities April 2003 - October 2007
Frango AB January 2001 - January 2003
SRC Software August 1995 - November 2000
First Interstate Bank September 1992 - December 1994
Skills
Business Intelligence, Forecasting, Business Analysis, Budgeting, Consolidation, SQL Server, Pre-sales, Management Consulting, Planning, Financial Reporting, OLAP, Business Objects, ERP, Financial Modeling, Project Planning, Project Management, Cognos, Budgets, Dashboard, Microsoft SQL Server, Business Process, Finance
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1988 — 1991
MBA, Finance
The University of Dallas 1979 — 1983
Bachelor of Arts (B.A.), Politics
RadioShack Corp. May 2013 - January 2014
Zexel U.S.A. - Automotive Compressors 1991 - 1992
First Interstate Bank 1988 - 1991
Metropolitan Savings 1985 - 1988
Skills
Human Resources, Employee Relations, Talent Management, HRIS, Performance Management, Recruiting, Onboarding, Talent Acquisition, Employee Engagement, HR Policies, HR Consulting, Benefits Administration, Interviews, Performance Appraisal
Education
Texas A&M University 1980 — 1984
Bachelor of Science (B.S.), Psychology/Management
JPR Commercial Real Estate, Inc. April 2012 - Present
ICO Texas (Indermuehle & Company) July 2004 - April 2012
Greater Fort Bend Economic Development Council 1996 - 2004
First Interstate Bank May 1994 - July 1996
Skills
Leases, Real Estate, Real Estate Development, Brokerage, Real Estate Transactions, Disposition, Commercial Real Estate, Investment Properties, Real Estate Economics, Strategic Planning, Lease Negotiations, Dispositions, Financial Analysis, Contract Negotiation, Marketing, Due Diligence, Asset Management, Tenant, Construction, Investments, Property Management, Land Acquisition, Location Intelligence
Education
University of Houston, C.T. Bauer College of Business 2000 — 2001
MBA, Executive - Business
Texas A&M University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo -- The Private Bank January 2010 - Present
East West Bank March 2009 - December 2009
Buccola & Accociates 2008 - 2008
Hanmi Bank June 2005 - June 2007
DBS Bank January 2003 - June 2005
ING Capital Advisors June 1999 - December 2002
First Interstate Bank 1985 - 1997
Skills
Commercial Banking, Banking, Credit Analysis, Loans, Credit, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Management, Loan Origination, Lines Of Credit
Education
University of Minnesota-Twin Cities 1977 — 1978
MBA, Finance
University of Minnesota-Twin Cities 1975 — 1977
MAIR, Human Resources Management
Saint John's University 1969 — 1973
BA, Economics & History
Hopkins High School
diploma
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Wells Fargo Bank January 2011 - Present
INT Technologies January 2010 - January 2011
Washington Mutual January 2007 - January 2010
JP Morgan Chase January 2007 - January 2010
Computer Science Corporation 1997 - 2006
CSC 1997 - 2006
First Interstate Bank 1992 - 1997
HomeFed Bank 1985 - 1990
Education
San Diego State University-California State University 1979 — 1983
Bachelors, Social Work, Psychology
American Beacon Advisors February 2015 - Present
Axiom January 2012 - February 2015
Invesco Ltd. March 2005 - January 2012
Law Office of Teresa A. Oxford June 2003 - March 2005
U. S. Global Investors, Inc. June 2000 - June 2003
Bexar County District Attorney's Office 1999 - 2000
First Interstate Bank 1989 - 1991
H. D. Vest Financial Services March 1985 - March 1989
Skills
Securities
Education
St. Mary's University School of Law 1994 — 1997
Juris Doctor, Law
University of Texas at Arlington 1981 — 1985
BBA, Finance
L. D. Bell High School 1973 — 1976
FINRA at Wharton
CRCP
MS Hennessy Publishing December 2008 - Present
Beauty Revolution Magazine 2009 - 2010
Wells Fargo October 1996 - February 1999
First Interstate Bank July 1990 - October 1996
Skills
Public Speaking, Event Planning, Social Media, Editing, Microsoft Office, Team Building, Customer Service, Microsoft Word
Education
University of Washington 1993 — 1996
BA, Liberal Studies/US Studies Concentration
Tacoma Community College 1983 — 1985
AA, Journalism, English, Science
Stadium High School 1980 — 1983
Matheson Tri-Gas August 2010 - Present
Matheson Tri-Gas January 2005 - August 2010
Matheson Tri-Gas October 2002 - January 2005
Equant June 2001 - September 2002
i2 Technologies September 1996 - April 2001
First Interstate Bank June 1994 - September 1996
Skills
Accounting, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Analysis, Financial Accounting, Forecasting, Process Improvement, Budgets, Finance, Mergers & Acquisitions, Microsoft Excel, Cross-functional Team..., Strategic Planning, ERP, Corporate Finance, Inventory Management, Business Process...
Education
Texas A&M University 1990 — 1994
BBA
KeyBank March 1997 - Present
First Interstate Bank 1991 - May 1996
Seattle Chapter Appraisal Institute January 1992 - December 1992
Skills
Commercial Lending, Credit, Loans, Mortgage Lending, Underwriting, Commercial Mortgages
Education
Stanford University 1974 — 1978
BA, Psychology
Big Horn County District Court January 2005 - Present
First Interstate Bank August 1994 - October 1998
Ben Franklins 1991 - August 1994
Skills
Customer Service, Legal Writing, Government, Litigation, Mediation, Public Speaking, Public Administration, Civil Litigation, Federal Government, Community Outreach, Public Policy, Westlaw, Research, Legal Research, Legal Issues, Policy, Microsoft Office, Policy Analysis, Administrative Law, Local Government, Courts, Hearings
Education
University of Mary 2010 — 2011
Bachelor of Science, Business Management
Sheridan College 1987 — 1991
Associates, Business
City National Bank March 1990 - Present
First Interstate Bank June 1985 - March 1990
Alliance Bank May 1981 - June 1985
Skills
Commercial Lending, Internet Banking, Commercial Banking, Electronic Payments, Credit Analysis, Credit, Retail Banking, Banking, Small Business Lending, Loans, Consumer Lending
Education
San Diego State University-California State University 1972 — 1974
Bachelor's degree, Early Childhood Education and Teaching
BBVA Compass May 2004 - Present
PNC Financial Services Group 1999 - 2004
Regulus 1998 - 1999
First Interstate Bank 1989 - 1998
Skills
Operations Management, Banking, Treasury Management, Commercial Banking, Lockbox, Payments, Credit, Budgets, Process Improvement, Team Leadership
Education
Texas A&M University 1975 — 1979
B.S., Microbiology
City National Bank March 2003 - Present
Home Savings of America 1996 - 1998
First Interstate Bank 1978 - 1996
Skills
Banking, Strategic Planning, Product Marketing, Mergers & Acquisitions, Debit Cards, Retail Banking, Cash Management, Strategy, Cards, Portfolio Management, Business Strategy
Education
Santa Clara University 1976 — 1978
Master of Business Administration (MBA), Business Administration
Washington State University 1968 — 1972
Bachelor of Science (BS), Microbiology
Sutton Place Limited April 2008 - Present
Sutton Place Limited August 1992 - April 2008
First Interstate Bank February 1987 - July 1992
Skills
High Net Worth..., Financial Analysis, Family Office, Financial Reporting, Business Process..., Business Analysis, Internal Controls, Financial Accounting, Customer Service, Executive Management, Financial Modeling, Strategic Financial..., Portfolio Management, Management, Client Relations Skills, General Ledger, Financial Services, Financial Statements, Asset Management, Financial Operations, Accounting, International Operations, Acquisition Integration, Managerial Finance, Integrity, Risk Management, Finance
Education
Santa Clara University - Leavey School of Business 1985 — 1986
MBA, Finance and Operations
University of California, San Diego 1976 — 1980
BA, Economics, minor in History
J.P. Morgan 2009 - Present
Merrill Lynch 1997 - 2008
Commercial Finance Company 1994 - 1997
First Interstate Bank 1987 - 1994
Skills
Leadership, Strategic Planning, Business Development, Investments, Marketing Strategy, Public Speaking, Executive Coaching, Financial Modeling, Banking, Series 63, Series 7, Leadership Development, Investment Management, Securities, Asset Management, Corporate Finance
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
California United Bank` May 2009 - Present
Ventura County Business Bank October 2005 - March 2009
City National Bank April 1996 - October 2005
First Interstate Bank November 1992 - March 1996
Security Pacific Bank September 1985 - June 1992
Skills
Commercial Banking, Banking, Credit, Loans, Branch Banking, City Government, Mayor of Agoura Hills, Local Government, Commercial Lending, Portfolio Management, Asset Based Lending, Small Business Lending, Mortgage Lending, Cash Management, New Business Development, Credit Analysis, Retail Banking, Underwriting, Private Banking, Relationship Management, Loan Origination, Financial Risk, Strategic Financial..., Treasury Management, Lines Of Credit, Credit Risk
Education
Southern Methodist University 1981 — 1983
Graduate School of Banking, Banking
Texas Capital Bank September 2009 - Present
Guaranty Bank April 2000 - September 2009
Amegy Bank March 1990 - April 2000
First Interstate Bank 1987 - 1990
Skills
Private Equity, Leveraged Lending, Loans, Executive Management, Loan Structuring, Loan/Credit Approval, Treasury Management
Education
Texas A&M University 1982 — 1986
BBA, Finance & MIS
Clark County October 1999 - Present
Richardson Consruction 1991 - 1999
First Interstate Bank 1989 - 1991
Skills
Contract Negotiation, Construction Management, Construction Loans, Contract Management, Construction, Submittals, Renovation, Project Planning, Process Scheduler, Pre-construction, Change Orders, Contractors, MS Project, Project Estimation, LEED, Green Building, Cost Control, Project Coordination, Concrete
Education
Western Illinois University 1980 — 1981
BOG/BA, Construction Management
Southern Illinois University, Carbondale 1977 — 1979
AS, Construction Technology
Patelco Credit Union 2014 - December 2014
Patelcorp Inc. - (subsidiary of Patelco Credit Union) 2000 - 2014
Patelco Credit Union 1994 - 2014
First Interstate Bank 1976 - 1986
Skills
Banking, Finance, Credit Unions, Risk Management, Cash Management, Accounting, Investments, Financial Analysis, Executive Management, Strategic Planning, Financial Services, Credit, Budgets, Commercial Lending, Financial Reporting, Financial Institutions, Leadership, Financial Modeling, Consumer Lending, Mortgage Lending, Credit Cards, GAAP, Internal Controls, Public Speaking, Auditing, Mergers & Acquisitions, Strategic Financial..., Commercial Banking, Regulations, Corporate Finance, Board Relations, Investment Strategies, Financial Advisory, Financial Planning, Loans, Portfolio Management, Strategy, Legal Issues, Corporate Insurance
Education
Stanford University Graduate School of Business
Executive Education Program
Daktronics March 2008 - Present
First Interstate Bank May 2005 - November 2007
Skills
Critical Thinking, Problem Solving, Business Analysis, Communication Skills, Training, Organization, Microsoft Office, Research, Product Cost Analysis, Concept, Customer Service
Education
South Dakota State University 2007 — 2009
B.S., Mathematics, Statistics, Economics, History
University of Wisconsin-Madison 2008 — 2008
Other, Biostatistics
South Dakota School of Mines and Technology 2005 — 2007
Other, Mathematics
DHS
Synchrony Financial July 2014 - Present
US Bancorp April 2005 - March 2013
Union Bank June 1991 - March 2005
First Chicago Corporation June 1982 - June 1991
First Interstate Bank August 1971 - June 1982
USMC 1967 - 1971
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
UCLA 1963 — 1967
Bachelor of Arts (BA), Economics
Seattle City LIght April 2014 - Present
Allen Partners, Inc. October 2012 - December 2013
Two Degrees March 2012 - August 2012
drugstore.com / Walgreens November 2007 - January 2012
Genie Industries, A Terex Company June 2006 - November 2007
Multiple Contracting opportunities April 2005 - May 2006
Jefferson Wells May 2004 - March 2005
Seattle Systems 1996 - 2003
First Interstate Bank January 1993 - January 1996
Shearson Lehman Brothers 1990 - 1993
Skills
Inventory Management, Manufacturing, Word, Excel, Microsoft Office, Documentation, SOX, GAAP, Accounting, Professional Services, Internal Audit, Audit, Financial Reporting, Auditing, Process Engineering, Internal Controls, Compliance, Financial Analysis, Risk Assessment, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, General Ledger, Budgeting, US GAAP, Account Reconciliation, Business Process, Business Process..., Financial Control, Analysis, Sarbanes-Oxley, SOX 404, CPA, Management Consulting, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Management, Financial Statements, Project Management, Establish & Maintain..., External Audit, Financial Audits, Software Documentation
Education
University of Puget Sound
BA, Business Administration
Seattle University 1987 — 1988
Accounting
Bank of the West January 2015 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo November 2009 - 2012
Wells Fargo 2006 - 2009
Wells Fargo 1997 - 2006
First Interstate Bank 1993 - 1996
First Interstate Bank and Bank of America 1985 - 1993
Skills
Sales, Mergers, Treasury Management, Credit, Loans, Financial Services, Mergers & Acquisitions, Management, Project Management, Banking, Commercial Banking, Risk Management, Portfolio Management, Relationship Management, Cash Management
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.), Marketing and Finance
University of Illiniois
BA, Finance
Shields Lazy S Ranch 2008 - Present
Community Animal Hospital 1996 - 2007
Management Services Group (NV) 1993 - 1996
Eldorado Hotel Casino 1991 - 1993
Harrah's 1984 - 1991
First Interstate Bank 1978 - 1984
Office of the Comptroller of the Currency 1976 - 1978
Skills
Farms, Accounting, Strategic Planning, Finance, Entrepreneurship, Small Business, Start-ups, Business Planning, Analysis
Education
San Francisco State University, College of Business 1973 — 1976
Bachelor of Arts, Business Administration
Canada Junior College 1969 — 1971
Associate Arts, Business Administration
City National Bank, Mineola July 2011 - Present
Grace Community Healthcare Ministry August 2007 - Present
Mineola Industrial Foundation January 2006 - Present
Bank Texas July 2004 - June 2011
First Interstate Bank 1973 - 1988
Skills
Strategic Planning, Volunteer Management, Nonprofits, Leadership, Budgets, Community Development, Fundraising, Public Speaking, Team Building, Management, Leadership Development, Marketing Strategy, Microsoft Office, Negotiation, Public Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Degree, Graduate School of Credit and Financial Management
University of Missouri-Columbia
BS, Economics & Finance
Sacramento Professional Network August 2010 - Present
Sacramento Credit Union April 2000 - July 2010
University & State Employees Credit Union July 1995 - March 2000
First Interstate Bank October 1987 - July 1995
Skills
Sales Management, Consumer Lending..., New Business Development
Education
Sierra College 1978 — 1979
Business and Nursing
Davidson Trust Company October 2001 - December 2011
First Interstate Bank September 1959 - December 2001
Education
College of Idaho, Caldwell, Idaho 1956 — 1957
Interior Desigh
The College of Idaho 1956 — 1957
Art/Art Studies, General
University of Nevada Reno August 2010 - May 2012
Robinson Nevada Mining Company December 2007 - January 2009
Reno-Sparks Association of Realtors(R) January 1994 - January 2007
First Interstate Bank January 1988 - January 1993
Questar Corporation January 1983 - December 1987
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Business Plan..., Variance Analysis, Cost Analysis, Public Speaking, Business Education, Operational Efficiency..., Technical Staff..., Business Coaching, Personal Coach, Licensed Teacher, Licensed...
Education
University of Nevada-Reno 2010 — 2012
Master's Secondary Education (M.Ed.), Business Education
University of Phoenix-Utah Campus 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration
Salt Lake Community College 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Accounting
City Of Seattle- Parks & Recreation October 1998 - Present
City of Seattle- Seattle Center April 1980 - October 1998
First Interstate Bank May 1974 - June 1975
Seattle 1st National Bank April 1970 - May 1974
Education
Seattle Central College 1977 — 1979
AA, Mental Health/ Human Services
University of Washington 1970 — 1971
Sociology
First Interstate Bank November 1990 - Present
Skills
Commercial Lending, Loans, Credit, Mortgage Lending, Banking, Refinance, Residential Mortgages
Education
University of Colorado, Graduate School of Banking 2005 — 2007
Banking and Financial Support Services
South Dakota State University 1978 — 1982
Bachelor's degree, Business/Commerce, General, A
First Interstate Bank 1991 - 1994
Education
Tacoma Community College 1984 — 1986
Associate's Degree
Oxford High School 1978 — 1980
High School
First Continental Mortgage June 2014 - Present
JPMorgan Chase September 2011 - May 2014
Bank of America February 2011 - September 2011
Wells Fargo September 2008 - August 2010
Wells Fargo September 2006 - August 2008
Wells Fargo January 2002 - September 2006
Wells Fargo May 1997 - January 2002
First Interstate Bank January 1986 - May 1989
Skills
Credit, Mortgage Banking
Education
San Jacinto College 1984 — 1987
Western Saw, Inc. 2002 - Present
Cascade Southern December 1990 - December 2000
First Interstate Bank November 1984 - December 1990
Education
St. Cloud State University 1967 — 1972
Bachelor's degree, Chemistry
WSECU September 2005 - Present
Inland Northwest Bank July 2001 - August 2005
Washington Trust Bank September 1997 - June 2001
First Interstate Bank August 1990 - August 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Spokane Falls Community College
Interior Design
First Interstate Bank 2008 - 2009
Little Fishers Learning Center April 2007 - October 2007
Education
Stevens-Henager College 2009 — 2011
Associate's degree, Business Management and Accounting
Frederick Jr Sr High School 1999 — 2004
High School Diploma, General Studies
State of Nevada - Financial Institutions Division January 2000 - Present
First Interstate Bank February 1970 - July 1987
Skills
Credit Analysis, Risk Management, Commercial Lending, Banking, Credit, Loans, Commercial Banking, Investments, Underwriting
Education
Rutgers University-New Brunswick 1982 — 1985
MBA
University of Nevada 1962 — 1967
BA Political Science