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
Employee
Years
Job
Industry
Kelly Katz Kelly Katz's First Interstate Bank Experience November 2011 - December 2014
Job Commerical Loan Officer at Stockman Bank
Industry Banking
Experience
Stockman Bank January 2015 - Present
The Children's Museum Missoula September 2014 - Present
First Interstate Bank November 2011 - December 2014
First Montana Bank April 2005 - March 2011
Skills
Detail Orientation, Marketing Communications, Strategic Planning, Goal Oriented, Community Development, Banking, Credit Analysis, Consumer Lending, Commercial Lending, Lines Of Credit
Education
The University of Montana - School of Business Administration 1999 — 2004
Bachelors, Business Marketing and Communications
Stockman Bank January 2015 - Present
The Children's Museum Missoula September 2014 - Present
First Interstate Bank November 2011 - December 2014
First Montana Bank April 2005 - March 2011
Skills
Detail Orientation, Marketing Communications, Strategic Planning, Goal Oriented, Community Development, Banking, Credit Analysis, Consumer Lending, Commercial Lending, Lines Of Credit
Education
The University of Montana - School of Business Administration 1999 — 2004
Bachelors, Business Marketing and Communications
Alan Krane Alan Krane's First Interstate Bank Experience June 1981 - May 1986
Job Sales Engineer at Fabcon
Industry Marketing and Advertising
Experience
Fabcon July 2011 - Present
Fabcon October 2007 - June 2011
Krane & Associates May 2001 - October 2007
G&K Services August 1996 - April 2001
The Grist Mill Company February 1995 - July 1996
Frito-Lay June 1989 - January 1995
General Mills June 1988 - June 1989
First Interstate Bank June 1981 - May 1986
Skills
Marketing, Market Research, Marketing Strategy, Strategic Planning, Leadership, Budgets, Strategy, Contract Negotiation, Cross-functional Team..., Project Management, Sales, Team Building, Management, Social Media, Forecasting, Team Leadership, Operations Management, Pricing, Negotiation, Business Development, New Business Development, B2B, CRM, Product Development, Account Management, Competitive Analysis, Construction, Strategic Partnerships, Marketing Communications, Lead Generation, Email Marketing
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Marketing, Strategic Management
University of Arizona 1977 — 1981
B.S. - Business Administration, Marketing Management
Fabcon July 2011 - Present
Fabcon October 2007 - June 2011
Krane & Associates May 2001 - October 2007
G&K Services August 1996 - April 2001
The Grist Mill Company February 1995 - July 1996
Frito-Lay June 1989 - January 1995
General Mills June 1988 - June 1989
First Interstate Bank June 1981 - May 1986
Skills
Marketing, Market Research, Marketing Strategy, Strategic Planning, Leadership, Budgets, Strategy, Contract Negotiation, Cross-functional Team..., Project Management, Sales, Team Building, Management, Social Media, Forecasting, Team Leadership, Operations Management, Pricing, Negotiation, Business Development, New Business Development, B2B, CRM, Product Development, Account Management, Competitive Analysis, Construction, Strategic Partnerships, Marketing Communications, Lead Generation, Email Marketing
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Marketing, Strategic Management
University of Arizona 1977 — 1981
B.S. - Business Administration, Marketing Management
Amber Prince Amber Prince's First Interstate Bank Experience 1990 - 1994
Job Business Manager at Fisher Consulting Group, LLC
Industry Management Consulting
Experience
Fisher Consulting Group, LLC 2014 - Present
Indymac Bank 1999 - 2008
Countrywide Home Loans 1994 - 1999
First Interstate Bank 1990 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint
Education
University of California, Los Angeles 1983 — 1988
Bachelor's Degree
Fisher Consulting Group, LLC 2014 - Present
Indymac Bank 1999 - 2008
Countrywide Home Loans 1994 - 1999
First Interstate Bank 1990 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint
Education
University of California, Los Angeles 1983 — 1988
Bachelor's Degree
Katie Hammer Katie Hammer's First Interstate Bank Experience February 2014 - Present
Job Commercial Lender at First Interstate Bank
Industry Banking
Experience
First Interstate Bank February 2014 - Present
First Interstate Bank August 2010 - February 2014
National Park Service 2007 - 2008
Education
The University of South Dakota
Master of Business Administration (M.B.A.)
University of Wyoming
Bachelor of Science (BS), Business Finance
First Interstate Bank February 2014 - Present
First Interstate Bank August 2010 - February 2014
National Park Service 2007 - 2008
Education
The University of South Dakota
Master of Business Administration (M.B.A.)
University of Wyoming
Bachelor of Science (BS), Business Finance
Mark McClure Mark McClure's First Interstate Bank Experience September 1991 - May 1993
Job Technology Solution Consultant at Kaiser Permanente
Industry Hospital & Health Care
Experience
VanderHouwen & Associates January 2014 - June 2014
Experis June 2010 - October 2013
University of Oregon February 2011 - May 2011
The Regence Group (now Cambia Health Solutions) September 1999 - June 2010
CenturyTel (now CenturyLink) / Pacific Telecom December 1995 - July 1999
US Bank January 1994 - December 1995
Computer People June 1993 - December 1993
First Interstate Bank September 1991 - May 1993
Pacific Telecom / Alascom October 1983 - August 1991
Skills
Data Modeling, Enterprise Architecture, Business Intelligence, Data Warehousing, Database Design, Data Architecture, Databases, Data Warehouse..., Dimensional Modeling, Systems Analysis, Metadata Management, Business Analysis, Oracle, Master Data Management, Data Quality, IT Strategy, Data Governance, Erwin, DB2, OLAP, Data Marts, Telecommunications, SQL, Data Analysis, UML, Star Schema, Data Standards, Data Profiling, Health Insurance, Team Leadership, Business Process..., InfoSphere Data..., Rational System..., Oracle Designer, SQL Server, RedGate SQL Toolbelt, Information Engineering, IDEF, Architecture Frameworks, Distance Learning, Instructor-led Training, Blackboard, Applied Research, Federal Government, State Government
Education
University of Oregon 2003 — 2007
M.S., Applied Information Management
University of Oregon
B.S., Computer Science
University of Alaska Fairbanks
B.B.A., Management, Marketing
VanderHouwen & Associates January 2014 - June 2014
Experis June 2010 - October 2013
University of Oregon February 2011 - May 2011
The Regence Group (now Cambia Health Solutions) September 1999 - June 2010
CenturyTel (now CenturyLink) / Pacific Telecom December 1995 - July 1999
US Bank January 1994 - December 1995
Computer People June 1993 - December 1993
First Interstate Bank September 1991 - May 1993
Pacific Telecom / Alascom October 1983 - August 1991
Skills
Data Modeling, Enterprise Architecture, Business Intelligence, Data Warehousing, Database Design, Data Architecture, Databases, Data Warehouse..., Dimensional Modeling, Systems Analysis, Metadata Management, Business Analysis, Oracle, Master Data Management, Data Quality, IT Strategy, Data Governance, Erwin, DB2, OLAP, Data Marts, Telecommunications, SQL, Data Analysis, UML, Star Schema, Data Standards, Data Profiling, Health Insurance, Team Leadership, Business Process..., InfoSphere Data..., Rational System..., Oracle Designer, SQL Server, RedGate SQL Toolbelt, Information Engineering, IDEF, Architecture Frameworks, Distance Learning, Instructor-led Training, Blackboard, Applied Research, Federal Government, State Government
Education
University of Oregon 2003 — 2007
M.S., Applied Information Management
University of Oregon
B.S., Computer Science
University of Alaska Fairbanks
B.B.A., Management, Marketing
Cynthia Spalding Cynthia Spalding's First Interstate Bank Experience 1984 - 1985
Job Law Office Business Manager
Industry Law Practice
Experience
Springs & Associates P. C. January 2008 - June 2014
Titchell Maltzman Mark & Ohleyer January 2000 - February 2008
First Republic Bank 1985 - 1988
First Interstate Bank 1984 - 1985
Skills
Trust Accounting, Office Administration, Billing Process, Human Resources, Banking, Notary Public, Accounts Payable, Accounts Receivable, Business Management, Benefits Administration, Vendor Management, Management
Education
University of California, Davis 1980 — 1984
Agricultural Economics
University of Oxford
Summer Program
Springs & Associates P. C. January 2008 - June 2014
Titchell Maltzman Mark & Ohleyer January 2000 - February 2008
First Republic Bank 1985 - 1988
First Interstate Bank 1984 - 1985
Skills
Trust Accounting, Office Administration, Billing Process, Human Resources, Banking, Notary Public, Accounts Payable, Accounts Receivable, Business Management, Benefits Administration, Vendor Management, Management
Education
University of California, Davis 1980 — 1984
Agricultural Economics
University of Oxford
Summer Program
Christine Fetzer Christine Fetzer's First Interstate Bank Experience 1990 - 1996
Job Channel Manager at Alert Logic
Industry Information Technology and Services
Experience
Alert Logic June 2014 - Present
Secure Vantage Technologies February 2013 - June 2014
AVDS February 2012 - February 2013
Virtual-Q December 2009 - November 2011
Symantec April 2005 - April 2009
BindView January 1999 - April 2005
Metro Information Services 1998 - 1999
First Interstate Bank 1990 - 1996
Interwest Communications 1988 - 1990
Skills
Solution Selling, Enterprise Software, Channel, SaaS, Direct Sales, Cloud Computing, Channel Partners, Salesforce.com, Strategy, Professional Services, Account Management, Managed Services, Channel Sales, New Business Development, Business Alliances, Integration, Demand Generation, Security, Go-to-market Strategy, Sales Operations, Partner Management, Data Center, Sales Process
Education
Villanova University 1982 — 1984
Bachelor of Arts (B.A.)
The University of Texas at Austin 1980 — 1982
Bachelor of Arts (B.A.)
Alert Logic June 2014 - Present
Secure Vantage Technologies February 2013 - June 2014
AVDS February 2012 - February 2013
Virtual-Q December 2009 - November 2011
Symantec April 2005 - April 2009
BindView January 1999 - April 2005
Metro Information Services 1998 - 1999
First Interstate Bank 1990 - 1996
Interwest Communications 1988 - 1990
Skills
Solution Selling, Enterprise Software, Channel, SaaS, Direct Sales, Cloud Computing, Channel Partners, Salesforce.com, Strategy, Professional Services, Account Management, Managed Services, Channel Sales, New Business Development, Business Alliances, Integration, Demand Generation, Security, Go-to-market Strategy, Sales Operations, Partner Management, Data Center, Sales Process
Education
Villanova University 1982 — 1984
Bachelor of Arts (B.A.)
The University of Texas at Austin 1980 — 1982
Bachelor of Arts (B.A.)
Charlotte Saulter Charlotte Saulter's First Interstate Bank Experience July 1996 - July 1997
Job Affiliated Property Manager at Carrington Property Services
Industry Real Estate
Experience
Carrington Property Services January 2015 - Present
Freddie Mac September 2008 - Present
CES Premier Real Estate Services, Inc. May 2001 - Present
CES Premier Real Estate Services, Inc. January 2001 - Present
The Mortgage Network-CES, Inc. 2000 - May 2005
BANK OF AMERICA April 1999 - July 2001
Bank of America May 1997 - June 1999
First Interstate Bank July 1996 - July 1997
First Interstate Bank July 1996 - July 1997
Wells Fargo Bank January 1993 - June 1996
Skills
Contract Writing, Real Estate, REO, Foreclosures, Contract Negotiation, Asset Management, Asset Disposition, Asset Managment, Selling, Real Estate Transactions, Asset, Investors, Finance, Short Sales, Sellers, Buyers, Property, Portfolio Management, First Time Home Buyers, Investment Properties, Listings, HUD, Single Family Homes, Real Property, Relocation, Commercial Real Estate, Buyer Representation, Residential Homes, Condos, Brokerage, Real Estate Economics, Referrals, FHA, Loss Mitigation, SFR, 1031 Exchanges, Income Properties, Townhomes, New Home Sales, Move Up Buyers, Luxury, Agents, New Homes, Relocation Buyers, Property Management, Real Estate Financing, ABR, Vacation Homes, Default, Mortgage Lending
Education
University of California, Davis 1987 — 1992
BS, TEXTILE AND CLOTHING
University of California, Davis 1987 — 1992
BS, MARKETING
Carrington Property Services January 2015 - Present
Freddie Mac September 2008 - Present
CES Premier Real Estate Services, Inc. May 2001 - Present
CES Premier Real Estate Services, Inc. January 2001 - Present
The Mortgage Network-CES, Inc. 2000 - May 2005
BANK OF AMERICA April 1999 - July 2001
Bank of America May 1997 - June 1999
First Interstate Bank July 1996 - July 1997
First Interstate Bank July 1996 - July 1997
Wells Fargo Bank January 1993 - June 1996
Skills
Contract Writing, Real Estate, REO, Foreclosures, Contract Negotiation, Asset Management, Asset Disposition, Asset Managment, Selling, Real Estate Transactions, Asset, Investors, Finance, Short Sales, Sellers, Buyers, Property, Portfolio Management, First Time Home Buyers, Investment Properties, Listings, HUD, Single Family Homes, Real Property, Relocation, Commercial Real Estate, Buyer Representation, Residential Homes, Condos, Brokerage, Real Estate Economics, Referrals, FHA, Loss Mitigation, SFR, 1031 Exchanges, Income Properties, Townhomes, New Home Sales, Move Up Buyers, Luxury, Agents, New Homes, Relocation Buyers, Property Management, Real Estate Financing, ABR, Vacation Homes, Default, Mortgage Lending
Education
University of California, Davis 1987 — 1992
BS, TEXTILE AND CLOTHING
University of California, Davis 1987 — 1992
BS, MARKETING
Jenny Moreau, MBA, LIA Jenny Moreau, MBA, LIA's First Interstate Bank Experience 1989 - 1991
Job Product Manager at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente July 2015 - Present
State Farm September 2012 - May 2015
State Farm July 2003 - June 2007
AAA of Northern California, Nevada, & Utah Insurance Exchange 1997 - August 2001
AAA Northern California, Nevada & Utah Insurance Exchange 1995 - 1997
Union Bank 1991 - 1995
First Interstate Bank 1989 - 1991
First Interstate Bank 1987 - 1989
Skills
Marketing, Product Management, Product Marketing, Property & Casualty..., Product Development, Business Planning, Cross-functional Team..., Analytics, Insurance, Banking, Product Design, Market Research, Direct Marketing, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Retail Banking, Analytical Skills, Customer Service, Program Management, Communication, Strategy, Lead Generation
Education
UCLA Anderson School of Management 1992 — 1994
Master of Business Administration (MBA)
UC Davis
Bachelor of Arts (BA), Economics
Kaiser Permanente July 2015 - Present
State Farm September 2012 - May 2015
State Farm July 2003 - June 2007
AAA of Northern California, Nevada, & Utah Insurance Exchange 1997 - August 2001
AAA Northern California, Nevada & Utah Insurance Exchange 1995 - 1997
Union Bank 1991 - 1995
First Interstate Bank 1989 - 1991
First Interstate Bank 1987 - 1989
Skills
Marketing, Product Management, Product Marketing, Property & Casualty..., Product Development, Business Planning, Cross-functional Team..., Analytics, Insurance, Banking, Product Design, Market Research, Direct Marketing, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Retail Banking, Analytical Skills, Customer Service, Program Management, Communication, Strategy, Lead Generation
Education
UCLA Anderson School of Management 1992 — 1994
Master of Business Administration (MBA)
UC Davis
Bachelor of Arts (BA), Economics
Nick Horowitz Nick Horowitz's First Interstate Bank Experience May 1994 - March 1996
Job
Industry Information Technology and Services
Experience
Independent Contractor November 2014 - Present
Sererra April 2014 - November 2014
Wipro Technologies May 2013 - March 2014
Accenture June 2012 - May 2013
Skyytek Corporation August 2008 - June 2012
Axeus December 1998 - August 2008
Exchange Bank July 1997 - December 1998
Home Savings of America June 1996 - February 1997
Wells Fargo Bank May 1994 - June 1996
First Interstate Bank May 1994 - March 1996
Skills
NetSuite, SaaS, ERP, CRM, Product Management, Business Process, Cross-functional Team..., E-commerce, Business Intelligence, Management Consulting, Implementation, Business Process..., Process Improvement, Business Strategy, Strategic Planning, Cloud Applications, Gap Analysis, Business Process..., Merchant Acquiring, Merchant Card Processing, Start-ups, Consulting, Accounting, Corporate Financial..., Entrepreneurship, Boomi, Celigo Integrator, Management, Cloud Computing
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1986 — 1991
BA, Psychology with Specialization in Business & Administration
Independent Contractor November 2014 - Present
Sererra April 2014 - November 2014
Wipro Technologies May 2013 - March 2014
Accenture June 2012 - May 2013
Skyytek Corporation August 2008 - June 2012
Axeus December 1998 - August 2008
Exchange Bank July 1997 - December 1998
Home Savings of America June 1996 - February 1997
Wells Fargo Bank May 1994 - June 1996
First Interstate Bank May 1994 - March 1996
Skills
NetSuite, SaaS, ERP, CRM, Product Management, Business Process, Cross-functional Team..., E-commerce, Business Intelligence, Management Consulting, Implementation, Business Process..., Process Improvement, Business Strategy, Strategic Planning, Cloud Applications, Gap Analysis, Business Process..., Merchant Acquiring, Merchant Card Processing, Start-ups, Consulting, Accounting, Corporate Financial..., Entrepreneurship, Boomi, Celigo Integrator, Management, Cloud Computing
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1986 — 1991
BA, Psychology with Specialization in Business & Administration
Tom Doyle Tom Doyle's First Interstate Bank Experience February 1988 - June 1994
Job Partner at Whittlesey Doyle
Industry Real Estate
Experience
WD Land May 1996 - Present
First Interstate Bank February 1988 - June 1994
First Interstate Bank 1988 - 1994
Skills
Real Estate, Investors, Brokerage, Disposition, Land Acquisition, Negotiation, Mixed-use, Real Estate Development, Real Estate Economics, Real Estate Transactions, Sellers, Financial Structuring, Entitlements, Dispositions, Commercial Real Estate, Residential Homes
Education
University of California, Irvine 1982 — 1986
Bachelor of Arts (B.A.), Economics
WD Land May 1996 - Present
First Interstate Bank February 1988 - June 1994
First Interstate Bank 1988 - 1994
Skills
Real Estate, Investors, Brokerage, Disposition, Land Acquisition, Negotiation, Mixed-use, Real Estate Development, Real Estate Economics, Real Estate Transactions, Sellers, Financial Structuring, Entitlements, Dispositions, Commercial Real Estate, Residential Homes
Education
University of California, Irvine 1982 — 1986
Bachelor of Arts (B.A.), Economics
Julia Samuelson Julia Samuelson's First Interstate Bank Experience August 1988 - August 1991
Job Vice President/Senior Credit Officer at City National Bank
Industry Banking
Experience
City National Bank December 2013 - Present
City National Bank February 2012 - November 2013
The Rose Hills Foundation June 2008 - February 2012
Bible Study Fellowship January 1995 - June 2008
Banking Consultant and Training ProfessionalUnion Bank January 1993 - January 1995
Union Bank 1991 - 1993
First Interstate Bank August 1988 - August 1991
Union Bank August 1980 - August 1988
Skills
Franchise Finance, C&I Lending, Commercial Real Estate..., Team Leader, Investments, Financial Analysis, Training Professional, Credit, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Banking, Loans, Commercial Lending, Underwriting
Education
University of California, Irvine
Bachelor of Arts, Psychology
City National Bank December 2013 - Present
City National Bank February 2012 - November 2013
The Rose Hills Foundation June 2008 - February 2012
Bible Study Fellowship January 1995 - June 2008
Banking Consultant and Training ProfessionalUnion Bank January 1993 - January 1995
Union Bank 1991 - 1993
First Interstate Bank August 1988 - August 1991
Union Bank August 1980 - August 1988
Skills
Franchise Finance, C&I Lending, Commercial Real Estate..., Team Leader, Investments, Financial Analysis, Training Professional, Credit, Finance, Portfolio Management, Credit Analysis, Commercial Banking, Banking, Loans, Commercial Lending, Underwriting
Education
University of California, Irvine
Bachelor of Arts, Psychology
Karen Amelse Karen Amelse's First Interstate Bank Experience May 2001 - May 2007
Job Entrylevel Accountant
Industry Accounting
Experience
Diversified Materials & Construction May 2015 - Present
Consumer Direct March 2014 - May 2015
First Interstate Bank May 2001 - May 2007
Skills
Proficient computer..., QuickBooks, Bookkeeping, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Tax Preparation, Auditing, Microsoft Excel, Microsoft Office, Financial Accounting, Cost Accounting, Cash Handling Experience, Internet Navigation, Multi-line Phone, Foreign Exchange, Life Insurance, Disability Insurance
Education
The University of Montana - School of Business Administration 2010 — 2013
Bachelor’s, accounting
The University of Montana 1993 — 1996
General Studies
Whitworth University 1992 — 1993
General Studies
Diversified Materials & Construction May 2015 - Present
Consumer Direct March 2014 - May 2015
First Interstate Bank May 2001 - May 2007
Skills
Proficient computer..., QuickBooks, Bookkeeping, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Tax Preparation, Auditing, Microsoft Excel, Microsoft Office, Financial Accounting, Cost Accounting, Cash Handling Experience, Internet Navigation, Multi-line Phone, Foreign Exchange, Life Insurance, Disability Insurance
Education
The University of Montana - School of Business Administration 2010 — 2013
Bachelor’s, accounting
The University of Montana 1993 — 1996
General Studies
Whitworth University 1992 — 1993
General Studies
Cece Clitheroe Cece Clitheroe's First Interstate Bank Experience 1991 - 1996
Job Foundation Director at Tuality Healthcare Foundation
Industry Hospital & Health Care
Experience
Tuality Healthcare Foundation December 2006 - Present
West Coast Bank 1996 - 2006
First Interstate Bank 1991 - 1996
Skills
Fundraising, Business Development, Commercial Lending, Community Service, Management, Event Management, Financial Analysis, Volunteer Management, Mergers & Acquisitions, Small Business, Bank Management, Marketing Strategy, Team Building, Strategic Planning
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Economics
Tuality Healthcare Foundation December 2006 - Present
West Coast Bank 1996 - 2006
First Interstate Bank 1991 - 1996
Skills
Fundraising, Business Development, Commercial Lending, Community Service, Management, Event Management, Financial Analysis, Volunteer Management, Mergers & Acquisitions, Small Business, Bank Management, Marketing Strategy, Team Building, Strategic Planning
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Economics
Charles R. Murray Charles R. Murray's First Interstate Bank Experience May 1984 - May 1994
Job Risk Manager, Musician, Photogapher, Dancer, Fly Fisherman
Industry Music
Experience
Washoe County School District July 2012 - Present
Colorado Springs School District 11 March 1997 - 2012
CSSD11 1997 - 2012
First Interstate Bank May 1984 - May 1994
Skills
Property & Casualty..., Outlook, Team Leadership, Employee Benefits, Teaching, Insurance, Healthcare, Leadership, Microsoft Word, Training, Strategic Planning, Non-profits, Coaching, Litigation Management, Customer Service, Leadership Development, Grant Writing, Event Planning, Analysis, Mediation, Curriculum Development, Management, @Risk, Research, Workshop Facilitation, Program Development, Staff Development, Emergency Management, Workers Compensation, Program Management, Risk Management, Program Evaluation, Microsoft Excel, Human Resources, Public Speaking, PowerPoint, Claims Management, Fundraising, Team Building, Conflict Resolution, Data Analysis, Policy, Access, Organizational..., Employee Relations, Government, Microsoft Office, Performance Management, Budgets, Enterprise Risk...
Education
The University of New Mexico
Bachelor of Arts (BA), Psychology, 3.0
Washoe County School District July 2012 - Present
Colorado Springs School District 11 March 1997 - 2012
CSSD11 1997 - 2012
First Interstate Bank May 1984 - May 1994
Skills
Property & Casualty..., Outlook, Team Leadership, Employee Benefits, Teaching, Insurance, Healthcare, Leadership, Microsoft Word, Training, Strategic Planning, Non-profits, Coaching, Litigation Management, Customer Service, Leadership Development, Grant Writing, Event Planning, Analysis, Mediation, Curriculum Development, Management, @Risk, Research, Workshop Facilitation, Program Development, Staff Development, Emergency Management, Workers Compensation, Program Management, Risk Management, Program Evaluation, Microsoft Excel, Human Resources, Public Speaking, PowerPoint, Claims Management, Fundraising, Team Building, Conflict Resolution, Data Analysis, Policy, Access, Organizational..., Employee Relations, Government, Microsoft Office, Performance Management, Budgets, Enterprise Risk...
Education
The University of New Mexico
Bachelor of Arts (BA), Psychology, 3.0
Daniel Patrick's First Interstate Bank Experience 1990 - 1996
Job SVP & Credit Administrator at Commercial Bank of California
Industry Banking
Experience
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Jennifer Lacy Briscoe Jennifer Lacy Briscoe's First Interstate Bank Experience 1993 - 1995
Job President at Hiring Source
Industry Staffing and Recruiting
Experience
Hiring Source May 2002 - Present
Houston City Personnel July 1998 - February 2002
Temporary Connection July 1996 - July 1998
Baker Street Group January 1995 - July 1996
Carlton Temporaries 1995 - 1995
First Interstate Bank 1993 - 1995
Skills
College Recruiting, Recruiting, Talent Acquisition, Employee Relations, Onboarding, Resume Writing, Public Speaking, Human Resources, Temporary Placement, Talent Management, Leadership, Sales, Temporary Staffing, Applicant Tracking..., Permanent Placement, Marketing, Management, Interviews, Workforce Planning, Executive Search, Deferred Compensation, Internet Recruiting, Training, Succession Planning, Personnel Management, Technical Recruiting, Employee Benefits
Education
University of Houston 1988 — 1989
Business Management
University of Arkansas 1984 — 1985
Fashion Merchandising
Memorial High School
Hiring Source May 2002 - Present
Houston City Personnel July 1998 - February 2002
Temporary Connection July 1996 - July 1998
Baker Street Group January 1995 - July 1996
Carlton Temporaries 1995 - 1995
First Interstate Bank 1993 - 1995
Skills
College Recruiting, Recruiting, Talent Acquisition, Employee Relations, Onboarding, Resume Writing, Public Speaking, Human Resources, Temporary Placement, Talent Management, Leadership, Sales, Temporary Staffing, Applicant Tracking..., Permanent Placement, Marketing, Management, Interviews, Workforce Planning, Executive Search, Deferred Compensation, Internet Recruiting, Training, Succession Planning, Personnel Management, Technical Recruiting, Employee Benefits
Education
University of Houston 1988 — 1989
Business Management
University of Arkansas 1984 — 1985
Fashion Merchandising
Memorial High School
Randy Scherer's First Interstate Bank Experience June 1987 - September 1987
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2014 - Present
Pegasus Capital June 2000 - April 2014
Blue River Cabinetry October 2003 - November 2013
U.S. Dept. of Justice March 2002 - September 2011
LG&E Energy August 1991 - March 2000
Professional Computer Consultants 1989 - 1991
Hughes Aircraft Company 1988 - 1989
First Interstate Bank June 1987 - September 1987
McDonnell Douglas Aircraft Company 1983 - 1987
Skills
Start-ups, Business Planning, Management, Strategy, Business Strategy, Mergers, Due Diligence, Entrepreneurship, Private Equity, Venture Capital, Strategic Planning, Operating Models, Emerging Markets, Valuation, Product Development, Mergers & Acquisitions, Business Development, Energy, Analysis, Management Consulting, Business Process..., Business Transformation, Financial Modeling, Finance
Education
University of California, Los Angeles 1986 — 1988
MBA, Finance and Marketing concentrations
University of Southern California 1984 — 1985
Course work towards a Masters in Mech. Eng., Mechanical Engineering
Vanderbilt University 1979 — 1983
B.E.M.E, Mechancial Engineering
B2B CFO® April 2014 - Present
Pegasus Capital June 2000 - April 2014
Blue River Cabinetry October 2003 - November 2013
U.S. Dept. of Justice March 2002 - September 2011
LG&E Energy August 1991 - March 2000
Professional Computer Consultants 1989 - 1991
Hughes Aircraft Company 1988 - 1989
First Interstate Bank June 1987 - September 1987
McDonnell Douglas Aircraft Company 1983 - 1987
Skills
Start-ups, Business Planning, Management, Strategy, Business Strategy, Mergers, Due Diligence, Entrepreneurship, Private Equity, Venture Capital, Strategic Planning, Operating Models, Emerging Markets, Valuation, Product Development, Mergers & Acquisitions, Business Development, Energy, Analysis, Management Consulting, Business Process..., Business Transformation, Financial Modeling, Finance
Education
University of California, Los Angeles 1986 — 1988
MBA, Finance and Marketing concentrations
University of Southern California 1984 — 1985
Course work towards a Masters in Mech. Eng., Mechanical Engineering
Vanderbilt University 1979 — 1983
B.E.M.E, Mechancial Engineering
Iris Miller's First Interstate Bank Experience 1994 - 1996
Job Vice President at Riyad Bank
Industry Banking
Experience
Riyad Bank July 2015 - Present
Lloyds Banking Group May 2007 - July 2015
Capital One April 2006 - May 2007
BBVA Compass 2005 - 2006
Royal Bank of Scotland February 2001 - September 2003
Bank of Tokyo-Mitsubishi 1997 - 2001
First Interstate Bank 1994 - 1996
Skills
Portfolio Management, Banking, Credit Risk, Credit Analysis, Financial Risk, Risk Management, Credit, Loans, Derivatives, Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Structured Finance, Financial Analysis
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Riyad Bank July 2015 - Present
Lloyds Banking Group May 2007 - July 2015
Capital One April 2006 - May 2007
BBVA Compass 2005 - 2006
Royal Bank of Scotland February 2001 - September 2003
Bank of Tokyo-Mitsubishi 1997 - 2001
First Interstate Bank 1994 - 1996
Skills
Portfolio Management, Banking, Credit Risk, Credit Analysis, Financial Risk, Risk Management, Credit, Loans, Derivatives, Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Structured Finance, Financial Analysis
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Casey C. Peterson's First Interstate Bank Experience 1984 - Present
Job CPA, AEP, PFS Shareholder @ Casey Peterson & Associates, LTD
Industry Accounting
Experience
South Dakota Science and Technology Authority August 2004 - Present
Western SD Buckaroo 1985 - Present
First Interstate Bank 1984 - Present
Casey Peterson & Associates, Ltd. November 1977 - Present
Minnilusa Pioneer Association January 2000 - March 2013
Dakota Capital Solutions 2001 - 2003
Love Oil Company June 1976 - March 1977
Stuart Noonan & Co. CPAs January 1975 - June 1976
Skills
Business Planning, Agriculture, Healthcare, Tax, Financial Planning, Accounting, Strategic Planning, Management Consulting, Estate Planning, Tax Preparation, Banking, Business Strategy, Succession Planning, Strategic Financial..., Small Business, Budgets, Process Improvement, Mergers & Acquisitions, Financial Reporting, Investments, CPA, Management, Finance, Risk Management, Team Building, Income Tax, Nonprofits, GAAP, Microsoft Excel, Corporate Tax, Start-ups, Financial Analysis, Auditing, Leadership, QuickBooks, Financial Accounting, Employee Benefits, Estate Tax Planning, Internal Controls, Analysis, Due Diligence, Executive Management, Tax Accounting, Forensic Accounting, Cash Flow, Partnership Taxation, General Ledger, Payroll, Managerial Finance, Financial Statements
Education
The University of South Dakota 1971 — 1975
BS Business, Accounting
South Dakota Science and Technology Authority August 2004 - Present
Western SD Buckaroo 1985 - Present
First Interstate Bank 1984 - Present
Casey Peterson & Associates, Ltd. November 1977 - Present
Minnilusa Pioneer Association January 2000 - March 2013
Dakota Capital Solutions 2001 - 2003
Love Oil Company June 1976 - March 1977
Stuart Noonan & Co. CPAs January 1975 - June 1976
Skills
Business Planning, Agriculture, Healthcare, Tax, Financial Planning, Accounting, Strategic Planning, Management Consulting, Estate Planning, Tax Preparation, Banking, Business Strategy, Succession Planning, Strategic Financial..., Small Business, Budgets, Process Improvement, Mergers & Acquisitions, Financial Reporting, Investments, CPA, Management, Finance, Risk Management, Team Building, Income Tax, Nonprofits, GAAP, Microsoft Excel, Corporate Tax, Start-ups, Financial Analysis, Auditing, Leadership, QuickBooks, Financial Accounting, Employee Benefits, Estate Tax Planning, Internal Controls, Analysis, Due Diligence, Executive Management, Tax Accounting, Forensic Accounting, Cash Flow, Partnership Taxation, General Ledger, Payroll, Managerial Finance, Financial Statements
Education
The University of South Dakota 1971 — 1975
BS Business, Accounting
Brad Kidd Brad Kidd's First Interstate Bank Experience September 1992 - January 1995
Job Chief Information Officer at OnePoint Patient Care
Industry Information Technology and Services
Experience
OnePoint Patient Care June 2014 - Present
Rent My CIO October 2010 - Present
Agilesys, Inc. November 2011 - December 2012
On Time Express, Inc. September 2009 - October 2010
OneNeck IT Services September 2007 - September 2009
Syntellect, Inc. May 2006 - July 2007
JusticeTrax, Inc. January 2005 - October 2005
Lucent Technologies February 2002 - December 2004
AG Communication Systems January 1995 - February 2002
First Interstate Bank September 1992 - January 1995
Skills
Vendor Management, Business Continuity, Business, Negotiation, Auditing, Process Optimization, Technology Alignment, Technology, Program Management, Business – Technology..., Technology turnaround, Business suitability..., Contract review and..., Business continuity..., Risk analysis and..., Project Management, IT Strategy, IT Management, Outsourcing, Strategy, Microsoft Exchange, Telecommunications, Disaster Recovery, Enterprise Software, Process Improvement, VoIP, Leadership, Start-ups, Data Center, Infrastructure, Servers, ITIL, Product Management, Optimizations, Go-to-market Strategy, Active Directory, Information Technology, Business Process..., Management, Business Planning, Product Development, Networking, Commercialization, Technical Support, Analysis, Windows Server, TCP/IP
Education
University of Arizona
Bacholor of Science
OnePoint Patient Care June 2014 - Present
Rent My CIO October 2010 - Present
Agilesys, Inc. November 2011 - December 2012
On Time Express, Inc. September 2009 - October 2010
OneNeck IT Services September 2007 - September 2009
Syntellect, Inc. May 2006 - July 2007
JusticeTrax, Inc. January 2005 - October 2005
Lucent Technologies February 2002 - December 2004
AG Communication Systems January 1995 - February 2002
First Interstate Bank September 1992 - January 1995
Skills
Vendor Management, Business Continuity, Business, Negotiation, Auditing, Process Optimization, Technology Alignment, Technology, Program Management, Business – Technology..., Technology turnaround, Business suitability..., Contract review and..., Business continuity..., Risk analysis and..., Project Management, IT Strategy, IT Management, Outsourcing, Strategy, Microsoft Exchange, Telecommunications, Disaster Recovery, Enterprise Software, Process Improvement, VoIP, Leadership, Start-ups, Data Center, Infrastructure, Servers, ITIL, Product Management, Optimizations, Go-to-market Strategy, Active Directory, Information Technology, Business Process..., Management, Business Planning, Product Development, Networking, Commercialization, Technical Support, Analysis, Windows Server, TCP/IP
Education
University of Arizona
Bacholor of Science
Helen Hitchcock Helen Hitchcock's First Interstate Bank Experience 1983 - 1993
Job Managing Broker at John L.Scott Rea
Industry Real Estate
Experience
John L. Scott Real Estate 2005 - Present
Union Bank of Califiornia 1994 - 2005
First Interstate Bank 1983 - 1993
E. I. Dupont de Nemours 1972 - 1977
Skills
Short Sales, Investment Properties, REO, Buyer Representation, Sellers, Listings, Single Family Homes, Foreclosures, ABR, Investors, Condos, First Time Home Buyers, Real Estate, Real Estate Transactions, Relocation, Referrals, Residential Homes, Sales, Luxury, Buyers, Real Property, New Home Sales, FHA, Commercial Real Estate, Marketing, Property Management, Negotiation, Real Estate Development, Move Up Buyers, New Homes, Townhomes
Education
University of California, Berkeley - Walter A. Haas School of Business 1969 — 1972
MBA Finance
University of Washington 1964 — 1968
Bachelor of Arts (B.A.), Speech Pathology and Audiologist and Elementary Education
John L. Scott Real Estate 2005 - Present
Union Bank of Califiornia 1994 - 2005
First Interstate Bank 1983 - 1993
E. I. Dupont de Nemours 1972 - 1977
Skills
Short Sales, Investment Properties, REO, Buyer Representation, Sellers, Listings, Single Family Homes, Foreclosures, ABR, Investors, Condos, First Time Home Buyers, Real Estate, Real Estate Transactions, Relocation, Referrals, Residential Homes, Sales, Luxury, Buyers, Real Property, New Home Sales, FHA, Commercial Real Estate, Marketing, Property Management, Negotiation, Real Estate Development, Move Up Buyers, New Homes, Townhomes
Education
University of California, Berkeley - Walter A. Haas School of Business 1969 — 1972
MBA Finance
University of Washington 1964 — 1968
Bachelor of Arts (B.A.), Speech Pathology and Audiologist and Elementary Education
Chris Schuman Chris Schuman's First Interstate Bank Experience February 2012 - Present
Job Commercial Loan Officer at First Interstate Bank
Industry Banking
Experience
First Interstate Bank February 2012 - Present
First Interstate Bank January 2009 - January 2010
First Interstate Bank January 2008 - January 2009
Skills
Credit, Commercial Lending, Credit Analysis, Commercial Banking, Consumer Lending, Loans, Small Business Lending, Banking, Underwriting, Mortgage Lending, Portfolio Management, Financial Analysis, Construction Loans, Credit Risk, Lines Of Credit, Investments, Risk Management, Cash Management, Financial Risk, Finance
Education
The University of Montana - School of Business Administration 2004 — 2007
Bachelor of Science, Management
First Interstate Bank February 2012 - Present
First Interstate Bank January 2009 - January 2010
First Interstate Bank January 2008 - January 2009
Skills
Credit, Commercial Lending, Credit Analysis, Commercial Banking, Consumer Lending, Loans, Small Business Lending, Banking, Underwriting, Mortgage Lending, Portfolio Management, Financial Analysis, Construction Loans, Credit Risk, Lines Of Credit, Investments, Risk Management, Cash Management, Financial Risk, Finance
Education
The University of Montana - School of Business Administration 2004 — 2007
Bachelor of Science, Management
Brian Pelc Brian Pelc's First Interstate Bank Experience July 2011 - Present
Job Branch Manager at First Interstate Bank
Industry Banking
Experience
First Interstate Bank July 2011 - Present
First Interstate Bank May 2006 - July 2011
Skills
Commercial Lending, Consumer Lending, Loans, Mortgage Banking, Lines Of Credit, Small Business Lending, Loan Origination, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Refinance, Construction Loans, Banking, Residential Mortgages, Retail Banking, FHA, Credit Risk, USDA, FHA financing, VA loans, Underwriting, Cash Management, Portfolio Management
Education
The University of Montana - School of Business Administration 1998 — 2003
Business, Management, Marketing, and Related Support Services
First Interstate Bank July 2011 - Present
First Interstate Bank May 2006 - July 2011
Skills
Commercial Lending, Consumer Lending, Loans, Mortgage Banking, Lines Of Credit, Small Business Lending, Loan Origination, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Refinance, Construction Loans, Banking, Residential Mortgages, Retail Banking, FHA, Credit Risk, USDA, FHA financing, VA loans, Underwriting, Cash Management, Portfolio Management
Education
The University of Montana - School of Business Administration 1998 — 2003
Business, Management, Marketing, and Related Support Services
Edwin Chaon Edwin Chaon's First Interstate Bank Experience June 1988 - January 1990
Job Bookkeeper and Registered Tax Preparer at Self Employed
Industry Accounting
Experience
Self Employed January 2013 - Present
Bikram Yoga March 2012 - Present
TIP Printing & Graphics June 1993 - Present
First Interstate Bank June 1988 - January 1990
National Data Corporation March 1984 - June 1986
Skills
Tax Preparation, QuickBooks, Accounts Payable, Microsoft Excel, Microsoft Word, Proofreading, Ten Key, Writing, Microsoft Office, Data Entry, Accounting, Outlook, Administrative...
Education
University of Phoenix 2007 — 2009
Bachelor's degree, Accounting
University of California, Irvine 1981 — 1983
Bachelor's degree, Comparative Literature
Self Employed January 2013 - Present
Bikram Yoga March 2012 - Present
TIP Printing & Graphics June 1993 - Present
First Interstate Bank June 1988 - January 1990
National Data Corporation March 1984 - June 1986
Skills
Tax Preparation, QuickBooks, Accounts Payable, Microsoft Excel, Microsoft Word, Proofreading, Ten Key, Writing, Microsoft Office, Data Entry, Accounting, Outlook, Administrative...
Education
University of Phoenix 2007 — 2009
Bachelor's degree, Accounting
University of California, Irvine 1981 — 1983
Bachelor's degree, Comparative Literature
Michele Berson's First Interstate Bank Experience January 1990 - September 1994
Job Simple, straightforward and easy to understand solutions for your financial independence.
Industry Financial Services
Experience
Berson Money Management May 2012 - Present
Churchill Management Group November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele) January 2003 - June 2007
Charles Schwab 1997 - November 1999
Mercer Global Advisors 1995 - 1996
Global Dynamics 1993 - 1995
First Interstate Bank January 1990 - September 1994
Citi September 1989 - January 1990
Bank of New York (formally Irving Trust Company) February 1985 - September 1988
First Interstate Bank September 1983 - February 1985
Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics
La Jolla High School 1977 — 1979
Berson Money Management May 2012 - Present
Churchill Management Group November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele) January 2003 - June 2007
Charles Schwab 1997 - November 1999
Mercer Global Advisors 1995 - 1996
Global Dynamics 1993 - 1995
First Interstate Bank January 1990 - September 1994
Citi September 1989 - January 1990
Bank of New York (formally Irving Trust Company) February 1985 - September 1988
First Interstate Bank September 1983 - February 1985
Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics
La Jolla High School 1977 — 1979
Victoria Strayer Victoria Strayer's First Interstate Bank Experience February 1982 - December 1994
Job Payments Executive and Child Advocate
Industry Financial Services
Experience
TSYS June 2015 - Present
Voices for CASA Children, Inc. September 2011 - Present
TSYS March 2005 - May 2015
Vital Processing Services 1997 - 2005
Wells Fargo January 1995 - December 1996
First Interstate Bank February 1982 - December 1994
Skills
Payment Card Processing, Electronic Payments, Credit Cards, Merchant Services, Payment Systems, Mobile Payments, Debit Cards, Leadership, Acquiring, Transaction Processing, Fundraising, PCI DSS, Payments, Financial Services, E-payments, ACH, Process Improvement, Business, Payment Industry, Payment Services, Cards, Management, Mobile Commerce, Fraud, Nonprofits, Child Welfare
Education
University of Arizona 1977 — 1979
TSYS June 2015 - Present
Voices for CASA Children, Inc. September 2011 - Present
TSYS March 2005 - May 2015
Vital Processing Services 1997 - 2005
Wells Fargo January 1995 - December 1996
First Interstate Bank February 1982 - December 1994
Skills
Payment Card Processing, Electronic Payments, Credit Cards, Merchant Services, Payment Systems, Mobile Payments, Debit Cards, Leadership, Acquiring, Transaction Processing, Fundraising, PCI DSS, Payments, Financial Services, E-payments, ACH, Process Improvement, Business, Payment Industry, Payment Services, Cards, Management, Mobile Commerce, Fraud, Nonprofits, Child Welfare
Education
University of Arizona 1977 — 1979
Rob Thayer Rob Thayer's First Interstate Bank Experience 1974 - 1979
Job President of Omega Financial Resources
Industry Financial Services
Experience
Omega Financial Resource 1992 - Present
Dwyer-Curlett & Co 1988 - 1992
Dominion Property Company July 1986 - 1988
Deseret Pacific Mortgage Company 1984 - 1986
Independent Consulting 1979 - 1984
First Interstate Bank 1974 - 1979
United States Air Force 1968 - 1973
Skills
Refinance, Residential Mortgages, Loans, FHA, Credit, Commercial Mortgages, Construction Loans, Investments, Reverse Mortgages, Mortgage Banking, USDA, Loan Origination, First Time Home Buyers, VA loans, Second Mortgages, Investment Properties, Banking, Home Equity Lines of...
Education
USC 1967 — 1968
Master of Business Administration (MBA), Business Administration and Management, General
UCLA 1963 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Omega Financial Resource 1992 - Present
Dwyer-Curlett & Co 1988 - 1992
Dominion Property Company July 1986 - 1988
Deseret Pacific Mortgage Company 1984 - 1986
Independent Consulting 1979 - 1984
First Interstate Bank 1974 - 1979
United States Air Force 1968 - 1973
Skills
Refinance, Residential Mortgages, Loans, FHA, Credit, Commercial Mortgages, Construction Loans, Investments, Reverse Mortgages, Mortgage Banking, USDA, Loan Origination, First Time Home Buyers, VA loans, Second Mortgages, Investment Properties, Banking, Home Equity Lines of...
Education
USC 1967 — 1968
Master of Business Administration (MBA), Business Administration and Management, General
UCLA 1963 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Cline James Cline's First Interstate Bank Experience 1980 - 1985
Job Vice President and Business Development Officer at California Business Bank
Industry Banking
Experience
California Business Bank May 2015 - Present
Jim Cline December 2007 - Present
California Bank & Trust July 2010 - April 2015
Citizens Business Bank 2007 - 2007
East West Bank 2002 - 2007
City National Bank 2000 - 2001
The Industrial Bank of Japan 1996 - 1997
Australia and New Zealand Banking Group Limited 1985 - 1994
First Interstate Bank 1980 - 1985
Skills
Banking, Financial Analysis, Mortgage Lending, Business Planning, Turn Around Management, Business, Capital Formation, Employee Benefits, Leadership, Loans, Commercial Lending, Credit, Due Diligence, Commercial Banking, Mergers, Corporate Finance, Cash Management, Underwriting, Small Business Lending, Real Estate, Business Development, Finance, Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Structured Finance
Education
University of San Francisco School of Law 1976 — 1979
JD, Law
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
California Business Bank May 2015 - Present
Jim Cline December 2007 - Present
California Bank & Trust July 2010 - April 2015
Citizens Business Bank 2007 - 2007
East West Bank 2002 - 2007
City National Bank 2000 - 2001
The Industrial Bank of Japan 1996 - 1997
Australia and New Zealand Banking Group Limited 1985 - 1994
First Interstate Bank 1980 - 1985
Skills
Banking, Financial Analysis, Mortgage Lending, Business Planning, Turn Around Management, Business, Capital Formation, Employee Benefits, Leadership, Loans, Commercial Lending, Credit, Due Diligence, Commercial Banking, Mergers, Corporate Finance, Cash Management, Underwriting, Small Business Lending, Real Estate, Business Development, Finance, Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Structured Finance
Education
University of San Francisco School of Law 1976 — 1979
JD, Law
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
Jeffrey D. Stites Jeffrey D. Stites's First Interstate Bank Experience April 1994 - March 1996
Job Chief Operating Officer at Coseo Properties, Inc.
Industry Real Estate
Experience
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
SONJA JEKICH SONJA JEKICH's First Interstate Bank Experience January 1984 - December 1994
Job President, SAVA Global Financial Services
Industry Financial Services
Experience
SAVA Global Financial Services January 1996 - Present
First Interstate Bank January 1984 - December 1994
Skills
Strategy, Retirement, Investments, Retirement Planning, Business Strategy
Education
University of California, Los Angeles
Economics, US Econ History
SAVA Global Financial Services January 1996 - Present
First Interstate Bank January 1984 - December 1994
Skills
Strategy, Retirement, Investments, Retirement Planning, Business Strategy
Education
University of California, Los Angeles
Economics, US Econ History
Roni L. Fischer Roni L. Fischer's First Interstate Bank Experience July 1985 - December 1985
Job Financial and Management Consultant / Turnaround Mgmt / Financial Modeling / Interim CFO
Industry Management Consulting
Experience
RLF Associates, Inc. January 1986 - Present
Internet Startup November 1998 - February 2000
First Interstate Bank July 1985 - December 1985
MCO Holdings, Inc. July 1980 - June 1985
Hughes Aircraft Company July 1975 - June 1980
Skills
Business Planning, Financial Modeling, Management, Financial Analysis, Restructuring, Strategic Financial..., Enterprise Software, Nonprofits, Real Estate, Employee Benefits, Management Consulting, Mergers & Acquisitions, Start-ups, Business Strategy, Strategy, Telecommunications, Entrepreneurship, Manufacturing, Strategic Planning, Due Diligence, Business Development, Leadership, Financial Planning, Venture Capital, Valuation
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Finance
University of California, Los Angeles 1972 — 1974
MAT, Mathematics
University of California, Los Angeles 1968 — 1972
BA, Mathematics
RLF Associates, Inc. January 1986 - Present
Internet Startup November 1998 - February 2000
First Interstate Bank July 1985 - December 1985
MCO Holdings, Inc. July 1980 - June 1985
Hughes Aircraft Company July 1975 - June 1980
Skills
Business Planning, Financial Modeling, Management, Financial Analysis, Restructuring, Strategic Financial..., Enterprise Software, Nonprofits, Real Estate, Employee Benefits, Management Consulting, Mergers & Acquisitions, Start-ups, Business Strategy, Strategy, Telecommunications, Entrepreneurship, Manufacturing, Strategic Planning, Due Diligence, Business Development, Leadership, Financial Planning, Venture Capital, Valuation
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Finance
University of California, Los Angeles 1972 — 1974
MAT, Mathematics
University of California, Los Angeles 1968 — 1972
BA, Mathematics
Kim Defenderfer Kim Defenderfer's First Interstate Bank Experience 1987 - 1996
Job Commerial Bank Regional Manager
Industry Banking
Experience
California United Bank April 2009 - Present
US Bank June 2008 - February 2009
BNY Mellon 1st Business Bank 2007 - 2009
Mellon 1st Business Bank February 1996 - June 2008
First Interstate Bank 1987 - 1996
Skills
Banking, Loans, Commercial Banking, Strategic Planning, Management, Commercial Lending, Cash Management, Credit, Financial Analysis, Mergers & Acquisitions, Training, Risk Management, Asset Based Lending, Treasury Management, Financial Modeling, Due Diligence, Finance, Strategic Financial..., Accounting, Portfolio Management, Credit Analysis, Small Business Lending, Lines Of Credit, Capital Markets, Financial Services, Commercial Mortgages
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Finance, Finance and Marketing
University of Oregon 1974 — 1978
Bachelor's degree, International Business and Political Science
California United Bank April 2009 - Present
US Bank June 2008 - February 2009
BNY Mellon 1st Business Bank 2007 - 2009
Mellon 1st Business Bank February 1996 - June 2008
First Interstate Bank 1987 - 1996
Skills
Banking, Loans, Commercial Banking, Strategic Planning, Management, Commercial Lending, Cash Management, Credit, Financial Analysis, Mergers & Acquisitions, Training, Risk Management, Asset Based Lending, Treasury Management, Financial Modeling, Due Diligence, Finance, Strategic Financial..., Accounting, Portfolio Management, Credit Analysis, Small Business Lending, Lines Of Credit, Capital Markets, Financial Services, Commercial Mortgages
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Finance, Finance and Marketing
University of Oregon 1974 — 1978
Bachelor's degree, International Business and Political Science
Bryant Reiff Bryant Reiff's First Interstate Bank Experience 1987 - 1990
Job Regional Business Center Manager at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo Dealer Services May 2009 - Present
Chrysler Financial November 2004 - April 2009
Daimler Chrysler Truck Finance January 2002 - November 2003
Bank of America April 2000 - September 2001
Bank of America November 1998 - April 2000
Bank of America October 1995 - November 1998
Bank of America October 1994 - October 1995
Ford Motor Credit Company 1992 - 1993
First Interstate Bank 1987 - 1990
Skills
Credit, Credit Analysis, Risk Management, Credit Risk, Portfolio Management, Team Leadership, Commercial Lending, Underwriting, Loans, Financial Analysis, Negotiation, Customer Service, Customer Retention, Loan Origination, Forecasting, Consumer Lending, Management, Banking, Relationship Management, Marketing, Finance, Financial Services, Small Business Lending, Loss Mitigation, Commercial Banking, Financial Risk, Team Building, Business Relationship..., Salesforce.com, Process Improvement
Education
Consumer Banker's Association Graduate School of Retail Bank Management 1998 — 2000
CBA, Retail Bank Management
University of Arizona 1981 — 1983
BA, Broadcast Communications
University of Colorado Boulder 1979 — 1981
Communications
Wells Fargo Dealer Services May 2009 - Present
Chrysler Financial November 2004 - April 2009
Daimler Chrysler Truck Finance January 2002 - November 2003
Bank of America April 2000 - September 2001
Bank of America November 1998 - April 2000
Bank of America October 1995 - November 1998
Bank of America October 1994 - October 1995
Ford Motor Credit Company 1992 - 1993
First Interstate Bank 1987 - 1990
Skills
Credit, Credit Analysis, Risk Management, Credit Risk, Portfolio Management, Team Leadership, Commercial Lending, Underwriting, Loans, Financial Analysis, Negotiation, Customer Service, Customer Retention, Loan Origination, Forecasting, Consumer Lending, Management, Banking, Relationship Management, Marketing, Finance, Financial Services, Small Business Lending, Loss Mitigation, Commercial Banking, Financial Risk, Team Building, Business Relationship..., Salesforce.com, Process Improvement
Education
Consumer Banker's Association Graduate School of Retail Bank Management 1998 — 2000
CBA, Retail Bank Management
University of Arizona 1981 — 1983
BA, Broadcast Communications
University of Colorado Boulder 1979 — 1981
Communications
Scott Ranelletti Scott Ranelletti's First Interstate Bank Experience 1993 - 1996
Job Business Development Program Director at Medtronic Diabetes
Industry Medical Devices
Experience
Medtronic January 2013 - Present
St. Jude Medical - Cardiac Rhythm Management Division June 2009 - October 2012
St. Jude Medical - Cardiac Rhythm Management Division 2007 - 2009
St. Jude Medical - Cardiac Rhythm Management Division 2005 - 2007
St. Jude Medical - Cardiac Rhythm Management Division 2004 - 2005
St. Jude Medical - Cardiac Rhythm Management Division 2003 - 2004
St. Jude Medical - Cardiac Rhythm Management Division 2001 - 2003
Riverhawk Capital Management 1999 - 2001
Sun Microsystems 1996 - 1999
First Interstate Bank 1993 - 1996
Skills
Business Development, Strategic Planning, Acquisitions, Quantitative Analytics, Financial Analysis, Financial Modeling, Competitive Analysis, Forecasting, Cross-functional Team..., Market Research, Competitive Intelligence, PowerPoint, Microsoft Excel, Essbase, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance
University of California, Santa Barbara 1983 — 1987
BA, Economics, Psychology
Medtronic January 2013 - Present
St. Jude Medical - Cardiac Rhythm Management Division June 2009 - October 2012
St. Jude Medical - Cardiac Rhythm Management Division 2007 - 2009
St. Jude Medical - Cardiac Rhythm Management Division 2005 - 2007
St. Jude Medical - Cardiac Rhythm Management Division 2004 - 2005
St. Jude Medical - Cardiac Rhythm Management Division 2003 - 2004
St. Jude Medical - Cardiac Rhythm Management Division 2001 - 2003
Riverhawk Capital Management 1999 - 2001
Sun Microsystems 1996 - 1999
First Interstate Bank 1993 - 1996
Skills
Business Development, Strategic Planning, Acquisitions, Quantitative Analytics, Financial Analysis, Financial Modeling, Competitive Analysis, Forecasting, Cross-functional Team..., Market Research, Competitive Intelligence, PowerPoint, Microsoft Excel, Essbase, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance
University of California, Santa Barbara 1983 — 1987
BA, Economics, Psychology
Jan Alder Jan Alder's First Interstate Bank Experience 1988 - 1990
Job CHO
Industry Banking
Experience
home 1998 - Present
Silicon Valley Bank 1997 - 1998
Cupertino National Bank 1990 - 1996
First Interstate Bank 1988 - 1990
Skills
Customer Service, Commercial Lending, Loans
Education
UCLA 1983 — 1987
BA, Political Science
home 1998 - Present
Silicon Valley Bank 1997 - 1998
Cupertino National Bank 1990 - 1996
First Interstate Bank 1988 - 1990
Skills
Customer Service, Commercial Lending, Loans
Education
UCLA 1983 — 1987
BA, Political Science
Victoria Lowe Victoria Lowe's First Interstate Bank Experience June 1987 - January 1996
Job Branding, Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Platinum Home Mortgage January 2008 - Present
Toto Twiga December 2007 - Present
Juck Lowe Decorative Arts 2002 - Present
Pinnacle Financial Corporation June 2002 - December 2007
Bank One October 1996 - June 2002
A Small Tent Somewhere in Southern Europe January 1996 - October 1996
First Interstate Bank June 1987 - January 1996
Fannie Mae June 1984 - September 1985
Skills
Brand Architecture, Public Relations, Promotions, Web Design, Corporate Communications, Advertising, Adobe Creative Suite, Graphic Design, Marketing Communications, Logo Design, Brand Development, Copywriting, Marketing Strategy, Project Management, Strategic Planning, Team Building, New Business Development, Management, Sales, Online Marketing, Budgets, Competitive Analysis, Social Media Marketing, Social Networking, Customer Service, Email Marketing, B2B, Lead Generation, SEO, Social Media, Strategic Partnerships, Entrepreneurship, Online Advertising, Marketing, Business Development, Selling, Mortgage Lending, Leadership, Real Estate
Education
University of California, Los Angeles 1985 — 1987
Bachelor of Science (BS)
University of Utah 1982 — 1984
Bachelor of Science (B.S.)
Platinum Home Mortgage January 2008 - Present
Toto Twiga December 2007 - Present
Juck Lowe Decorative Arts 2002 - Present
Pinnacle Financial Corporation June 2002 - December 2007
Bank One October 1996 - June 2002
A Small Tent Somewhere in Southern Europe January 1996 - October 1996
First Interstate Bank June 1987 - January 1996
Fannie Mae June 1984 - September 1985
Skills
Brand Architecture, Public Relations, Promotions, Web Design, Corporate Communications, Advertising, Adobe Creative Suite, Graphic Design, Marketing Communications, Logo Design, Brand Development, Copywriting, Marketing Strategy, Project Management, Strategic Planning, Team Building, New Business Development, Management, Sales, Online Marketing, Budgets, Competitive Analysis, Social Media Marketing, Social Networking, Customer Service, Email Marketing, B2B, Lead Generation, SEO, Social Media, Strategic Partnerships, Entrepreneurship, Online Advertising, Marketing, Business Development, Selling, Mortgage Lending, Leadership, Real Estate
Education
University of California, Los Angeles 1985 — 1987
Bachelor of Science (BS)
University of Utah 1982 — 1984
Bachelor of Science (B.S.)
Andrea Urrutia Andrea Urrutia's First Interstate Bank Experience January 1993 - October 1995
Job Sales Planning Analyst at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment August 2008 - Present
Sony Pictures Entertainment April 2004 - August 2008
Digital Domain February 1998 - March 2004
Universal Primary Care/Tavitian Gastroenterology Medical Grp October 1995 - January 1998
First Interstate Bank January 1993 - October 1995
Home Fed Bank December 1988 - January 1993
Royal Caribbean Cruise Lines November 1990 - March 1992
Education
Trinity College, Wales, United Kingdom 1987 — 1988
Exchange Student, Liberal Arts
University of California, San Diego 1984 — 1988
Bachelor of Arts, Economics, Cum Laude
Sony Pictures Entertainment August 2008 - Present
Sony Pictures Entertainment April 2004 - August 2008
Digital Domain February 1998 - March 2004
Universal Primary Care/Tavitian Gastroenterology Medical Grp October 1995 - January 1998
First Interstate Bank January 1993 - October 1995
Home Fed Bank December 1988 - January 1993
Royal Caribbean Cruise Lines November 1990 - March 1992
Education
Trinity College, Wales, United Kingdom 1987 — 1988
Exchange Student, Liberal Arts
University of California, San Diego 1984 — 1988
Bachelor of Arts, Economics, Cum Laude
Paul Peterzell Paul Peterzell's First Interstate Bank Experience 1991 - 1993
Job Highly analytical and articulate executive
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Charles Schwab 2004 - 2009
Charles Schwab 2001 - 2004
Charles Schwab 1998 - 2001
Schwab Institutional 1997 - 1998
Schwab Institutional 1993 - 1997
First Interstate Bank 1991 - 1993
First Interstate Bank 1990 - 1991
First Interstate Bank 1988 - 1990
Nestle 1986 - 1987
Skills
Segmentation, Market Research, Competitive Intelligence, Product Innovation, Trend Analysis, Analytics, Competitive Analysis, Financial Services, Customer Insight, Customer Experience, Portfolio Management, Cross-functional Team..., Market Analysis, Business Development, Analysis, Strategy, Leadership, Marketing, Database Marketing, Management Consulting, Marketing Strategy, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business
Wells Fargo 2010 - Present
Charles Schwab 2004 - 2009
Charles Schwab 2001 - 2004
Charles Schwab 1998 - 2001
Schwab Institutional 1997 - 1998
Schwab Institutional 1993 - 1997
First Interstate Bank 1991 - 1993
First Interstate Bank 1990 - 1991
First Interstate Bank 1988 - 1990
Nestle 1986 - 1987
Skills
Segmentation, Market Research, Competitive Intelligence, Product Innovation, Trend Analysis, Analytics, Competitive Analysis, Financial Services, Customer Insight, Customer Experience, Portfolio Management, Cross-functional Team..., Market Analysis, Business Development, Analysis, Strategy, Leadership, Marketing, Database Marketing, Management Consulting, Marketing Strategy, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business
Rosemary Hoppens, CTP's First Interstate Bank Experience January 1984 - June 1994
Job First Vice President at Community Bank
Industry Banking
Experience
Community Bank May 2010 - Present
Community Bank March 2007 - May 2010
Chefs 4 Your Life September 2006 - March 2007
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank 1984 - 1994
Skills
Commercial Lending, Investments, Deposits, ACH, Cash Management, Cross Selling, Treasury Management, Certified Treasury..., Product Marketing, Cold Calling, Sales Presentations, Customer Value..., Proposal Writing, Customer Analysis, Customer Service, Customer Acquisition, Customer Retention, Customer Oriented, Team-oriented, Asset Based Lending, Commercial Banking, Treasury Services, Portfolio Management, Business Development, New Business Development, Financial Services, Executive Management, Financial Risk, CRM, Lines Of Credit, Financial Analysis, Relationship Management, Banking
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Business
University of Illinois at Urbana-Champaign 1976 — 1980
BA, Commercial French
Université Paris-Sorbonne 1978 — 1979
French, Economics, History, Philosophy
Université Joseph Fourier (Grenoble I) 1978 — 1978
French, French language
Community Bank May 2010 - Present
Community Bank March 2007 - May 2010
Chefs 4 Your Life September 2006 - March 2007
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank January 1984 - June 1994
First Interstate Bank 1984 - 1994
Skills
Commercial Lending, Investments, Deposits, ACH, Cash Management, Cross Selling, Treasury Management, Certified Treasury..., Product Marketing, Cold Calling, Sales Presentations, Customer Value..., Proposal Writing, Customer Analysis, Customer Service, Customer Acquisition, Customer Retention, Customer Oriented, Team-oriented, Asset Based Lending, Commercial Banking, Treasury Services, Portfolio Management, Business Development, New Business Development, Financial Services, Executive Management, Financial Risk, CRM, Lines Of Credit, Financial Analysis, Relationship Management, Banking
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Business
University of Illinois at Urbana-Champaign 1976 — 1980
BA, Commercial French
Université Paris-Sorbonne 1978 — 1979
French, Economics, History, Philosophy
Université Joseph Fourier (Grenoble I) 1978 — 1978
French, French language
Mary Scotti Ciganek's First Interstate Bank Experience November 2014 - Present
Job Consumer Loan Officer at First Interstate Bank
Industry Banking
Experience
First Interstate Bank November 2014 - Present
Skills
Commercial Banking, Direct Sales, Retail Banking, Product Marketing, Process Engineering, Consulting, Customer Retention, Product Development, Grant Writing, Advisory Boards, Non-profit Board..., Customer Service, Risk Management, Banking, Small Business Lending
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM
First Interstate Bank November 2014 - Present
Skills
Commercial Banking, Direct Sales, Retail Banking, Product Marketing, Process Engineering, Consulting, Customer Retention, Product Development, Grant Writing, Advisory Boards, Non-profit Board..., Customer Service, Risk Management, Banking, Small Business Lending
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM
Dan Caplinger Dan Caplinger's First Interstate Bank Experience April 2002 - December 2005
Job Investment Planning Bureau Chief, Contractor with Motley Fool
Industry Online Media
Experience
Contractor with Motley Fool July 2006 - Present
Allied Consulting Group January 2006 - April 2006
First Interstate Bank April 2002 - December 2005
Skills
Investments, Portfolio Management, Retirement, Finance, Blogging, Investment Management
Education
The University of Texas School of Law 1993 — 1996
Doctor of Law (J.D.), tax/corporate law
University of Chicago 1987 — 1990
Bachelor of Arts (B.A.), Economics
Contractor with Motley Fool July 2006 - Present
Allied Consulting Group January 2006 - April 2006
First Interstate Bank April 2002 - December 2005
Skills
Investments, Portfolio Management, Retirement, Finance, Blogging, Investment Management
Education
The University of Texas School of Law 1993 — 1996
Doctor of Law (J.D.), tax/corporate law
University of Chicago 1987 — 1990
Bachelor of Arts (B.A.), Economics
Kent Wood Kent Wood's First Interstate Bank Experience September 2002 - Present
Job Vice President & Commercial Loan Officer at First Interstate Bank
Industry Banking
Experience
First Interstate Bank September 2002 - Present
Gallatin Development Corporation July 2000 - September 2002
Southeastern Montana Development Corporation June 1997 - July 2000
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, SBA, Lines Of Credit, Small Business Lending, Banking, Leadership, Loan Origination, Risk Management, Portfolio Management
Education
The University of North Dakota 1993 — 1996
Master of Arts, Economic & Community Development
University of Wyoming 1989 — 1993
Bachelor of Arts, Economics/Political Science
First Interstate Bank September 2002 - Present
Gallatin Development Corporation July 2000 - September 2002
Southeastern Montana Development Corporation June 1997 - July 2000
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, SBA, Lines Of Credit, Small Business Lending, Banking, Leadership, Loan Origination, Risk Management, Portfolio Management
Education
The University of North Dakota 1993 — 1996
Master of Arts, Economic & Community Development
University of Wyoming 1989 — 1993
Bachelor of Arts, Economics/Political Science
Raymond Jallow Raymond Jallow's First Interstate Bank Experience July 1959 - January 1981
Job CEO
Industry
Experience
Jallow International, Ltd. January 1981 - Present
First Interstate Bank July 1959 - January 1981
Skills
Investments, Policy, Management, Fixed Income, Investment Banking, Project Planning, Economics, Equities, Investment Properties, Finance, Employee Benefits
Education
UCLA Anderson School of Management 1957 — 1966
PhD, Business Economics, Finance, Accounting, Quantitative Methods, Statistics & Management
Jallow International, Ltd. January 1981 - Present
First Interstate Bank July 1959 - January 1981
Skills
Investments, Policy, Management, Fixed Income, Investment Banking, Project Planning, Economics, Equities, Investment Properties, Finance, Employee Benefits
Education
UCLA Anderson School of Management 1957 — 1966
PhD, Business Economics, Finance, Accounting, Quantitative Methods, Statistics & Management
Andre' Smiley, CRCM Andre' Smiley, CRCM's First Interstate Bank Experience 1990 - 1996
Job Managing Director – Charles Schwab Bank Compliance at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Bradley Colberg Bradley Colberg's First Interstate Bank Experience
Job Commercial Banking Vice President at First Interstate Bank
Industry Banking
Experience
First Interstate Bank
Skills
Commercial Lending, Loans, Financial Analysis, Banking, Credit, Customer Service, Microsoft Office, Excel, Word, PowerPoint, Credit Analysis, Risk Management, Commercial Banking, New Business Development, Leadership, Management, Lines Of Credit, Public Speaking
Education
Pacific Coast Banking School 2000 — 2002
None, Graduate Banking Program
The University of Montana - School of Business Administration 1978 — 1982
Bachelor of Science, Finance
First Interstate Bank
Skills
Commercial Lending, Loans, Financial Analysis, Banking, Credit, Customer Service, Microsoft Office, Excel, Word, PowerPoint, Credit Analysis, Risk Management, Commercial Banking, New Business Development, Leadership, Management, Lines Of Credit, Public Speaking
Education
Pacific Coast Banking School 2000 — 2002
None, Graduate Banking Program
The University of Montana - School of Business Administration 1978 — 1982
Bachelor of Science, Finance
Steve Bryant Steve Bryant's First Interstate Bank Experience March 2008 - March 2012
Job Vice President Commercial Lending First Security Bank of Missoula, Division of Glacier Bank
Industry Banking
Experience
Community Bank Missoula March 2012 - June 2015
First Interstate Bank March 2008 - March 2012
Sun Mountain Sports July 1994 - September 2007
Skills
Loans, Credit, Portfolio Management, Banking, Credit Cards, Commercial Banking, Lines Of Credit, Trade Finance, Commercial Lending, Credit Facilities, Financial Analysis, Underwriting, Cash Management, Small Business Lending, Small Business, Sales, Credit Analysis, Mortgage Lending, Loan Origination, Consumer Lending, Marketing Strategy, Strategic Planning, Leadership, Construction Loans, Credit Risk, Mortgage Banking, Investments, Finance, Risk Management, Commercial Mortgages, Residential Mortgages, Asset Based Lending, Retail Banking, Refinance, FHA, Strategic Financial..., VA loans, USDA, SBA, Real Estate, Reverse Mortgages, Insurance, Financial Risk, Retirement Planning
Education
The University of Montana - School of Business Administration 1984 — 1988
B.S., Business Administration emphasis in Marketing
Community Bank Missoula March 2012 - June 2015
First Interstate Bank March 2008 - March 2012
Sun Mountain Sports July 1994 - September 2007
Skills
Loans, Credit, Portfolio Management, Banking, Credit Cards, Commercial Banking, Lines Of Credit, Trade Finance, Commercial Lending, Credit Facilities, Financial Analysis, Underwriting, Cash Management, Small Business Lending, Small Business, Sales, Credit Analysis, Mortgage Lending, Loan Origination, Consumer Lending, Marketing Strategy, Strategic Planning, Leadership, Construction Loans, Credit Risk, Mortgage Banking, Investments, Finance, Risk Management, Commercial Mortgages, Residential Mortgages, Asset Based Lending, Retail Banking, Refinance, FHA, Strategic Financial..., VA loans, USDA, SBA, Real Estate, Reverse Mortgages, Insurance, Financial Risk, Retirement Planning
Education
The University of Montana - School of Business Administration 1984 — 1988
B.S., Business Administration emphasis in Marketing
Roberta Hall, MBA PMP's First Interstate Bank Experience 1988 - 1991
Job Sr. Project Manager at Banc of California
Industry Information Technology and Services
Experience
Banc of California April 2013 - Present
Veros June 2011 - April 2013
Quandis, Inc January 2010 - May 2011
K.S. Webber Financial Services December 2008 - December 2009
Fiserv 2006 - December 2008
IPS-Sendero 2000 - 2005
IPS-Sendero 1996 - 2000
Alacrity Financial Systems 1993 - 1995
First Interstate Bank 1988 - 1991
Skills
SDLC, Integration, Business Process, Business Analysis, Software Project..., Software Development, PMP, CRM, Project Management, Risk Management, Analysis, Oracle, SQL, Databases, Microsoft SQL Server, Program Management, Management, Agile Methodologies, Access, Banking, User Acceptance Testing, Analytics, Strategic Planning, Leadership, Data Warehousing, Financial Services, Software Implementation, Accounting, Profitability Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Information Systems, Finance
University of California, Riverside 1978 — 1982
BS, Economics
Banc of California April 2013 - Present
Veros June 2011 - April 2013
Quandis, Inc January 2010 - May 2011
K.S. Webber Financial Services December 2008 - December 2009
Fiserv 2006 - December 2008
IPS-Sendero 2000 - 2005
IPS-Sendero 1996 - 2000
Alacrity Financial Systems 1993 - 1995
First Interstate Bank 1988 - 1991
Skills
SDLC, Integration, Business Process, Business Analysis, Software Project..., Software Development, PMP, CRM, Project Management, Risk Management, Analysis, Oracle, SQL, Databases, Microsoft SQL Server, Program Management, Management, Agile Methodologies, Access, Banking, User Acceptance Testing, Analytics, Strategic Planning, Leadership, Data Warehousing, Financial Services, Software Implementation, Accounting, Profitability Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Information Systems, Finance
University of California, Riverside 1978 — 1982
BS, Economics
Margie Minter Margie Minter's First Interstate Bank Experience December 1987 - April 1997
Job Vice President/Branch Manager/Sr Relationship Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co./WAMU April 1997 - Present
City National Bank March 2009 - March 2013
First Interstate Bank December 1987 - April 1997
Skills
Banking, Risk Management, Credit, Loans, Financial Analysis, Customer Service, Portfolio Management, Sales, Credit Analysis, Strategic Planning, Project Management, Retail Banking, Process Improvement, Commercial Lending
Education
University of California, Los Angeles
Certificate in Bank Mgmt 2 year program, Bank Management
University of California, Los Angeles
Certified Mediator, Mediation
JPMorgan Chase & Co./WAMU April 1997 - Present
City National Bank March 2009 - March 2013
First Interstate Bank December 1987 - April 1997
Skills
Banking, Risk Management, Credit, Loans, Financial Analysis, Customer Service, Portfolio Management, Sales, Credit Analysis, Strategic Planning, Project Management, Retail Banking, Process Improvement, Commercial Lending
Education
University of California, Los Angeles
Certificate in Bank Mgmt 2 year program, Bank Management
University of California, Los Angeles
Certified Mediator, Mediation
Ellen Pearl Ellen Pearl's First Interstate Bank Experience June 1982 - October 1987
Job Director of Administration at Perceptions Group: Advertiser Perceptions and Tech Buyer Perceptions
Industry Market Research
Experience
Perceptions Group January 2014 - Present
Tech Buyer Perceptions January 2012 - Present
Advertiser Perceptions March 2002 - Present
BayBank December 1987 - March 1989
First Interstate Bank June 1982 - October 1987
Education
UCLA 1978 — 1982
Bachelor of Arts, Communication Studies
Perceptions Group January 2014 - Present
Tech Buyer Perceptions January 2012 - Present
Advertiser Perceptions March 2002 - Present
BayBank December 1987 - March 1989
First Interstate Bank June 1982 - October 1987
Education
UCLA 1978 — 1982
Bachelor of Arts, Communication Studies
Andrea Farley Andrea Farley's First Interstate Bank Experience 1985 - 1986
Job Retired at EDF Renewable Energy
Industry Accounting
Experience
EDF Renewable Energy June 2010 - Present
enXco October 2006 - May 2010
Robert Half Management Resources June 2005 - October 2006
First Interstate Bank 1985 - 1986
KPMG Peat Marwick July 1981 - June 1984
Skills
Financial Analysis, GAAP, Accounting, Financial Statements, Management, IFRS, Internal Controls, Auditing, Policy, Financial Reporting
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA, Finance, Accounting
University of California, Los Angeles 1965 — 1968
BA, History
EDF Renewable Energy June 2010 - Present
enXco October 2006 - May 2010
Robert Half Management Resources June 2005 - October 2006
First Interstate Bank 1985 - 1986
KPMG Peat Marwick July 1981 - June 1984
Skills
Financial Analysis, GAAP, Accounting, Financial Statements, Management, IFRS, Internal Controls, Auditing, Policy, Financial Reporting
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA, Finance, Accounting
University of California, Los Angeles 1965 — 1968
BA, History
Patrice Halverson Patrice Halverson's First Interstate Bank Experience August 1996 - May 2006
Job Royal Trucking Operations/Dispatch
Industry Transportation/Trucking/Railroad
Experience
Royal Trucking, Inc. May 2011 - Present
First Interstate Bank August 1996 - May 2006
Skills
Microsoft Word, Logistics Management, Transportation..., Flatbed, Dispatching, Team Building, Creative Writing, Transportation, Operations Management, Logistics, Trucking, LTL, Truckload, Shipping, Customer Service, Freight, 3PL, Warehousing, Container, Freight Forwarding, Contract Negotiation, Supply Chain, Negotiation
Education
The University of Montana - School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Montana 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Montana 1985 — 1989
Bachelor of Arts (BA), History/Political Science
Royal Trucking, Inc. May 2011 - Present
First Interstate Bank August 1996 - May 2006
Skills
Microsoft Word, Logistics Management, Transportation..., Flatbed, Dispatching, Team Building, Creative Writing, Transportation, Operations Management, Logistics, Trucking, LTL, Truckload, Shipping, Customer Service, Freight, 3PL, Warehousing, Container, Freight Forwarding, Contract Negotiation, Supply Chain, Negotiation
Education
The University of Montana - School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Montana 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of Montana 1985 — 1989
Bachelor of Arts (BA), History/Political Science
Laurie C Extract Laurie C Extract's First Interstate Bank Experience June 1979 - April 1996
Job Senior Hospital Representative Mylan
Industry Pharmaceuticals
Experience
Mylan December 2012 - Present
Abbott January 2000 - Present
First Interstate Bank June 1979 - April 1996
Skills
Medical Devices, Hospital Sales, Endocrinology, Pharmaceutical Industry, Pharmaceutical Sales, Healthcare, Managed Care, Product Launch, Sales Management
Education
Northern Arizona University
Master of Educational Leadership (M.Ed.), Educational Leadership with emphasis on Higher Education and the Community College, 4.0
University of Arizona
Bachelor's degree, Political Science
Mylan December 2012 - Present
Abbott January 2000 - Present
First Interstate Bank June 1979 - April 1996
Skills
Medical Devices, Hospital Sales, Endocrinology, Pharmaceutical Industry, Pharmaceutical Sales, Healthcare, Managed Care, Product Launch, Sales Management
Education
Northern Arizona University
Master of Educational Leadership (M.Ed.), Educational Leadership with emphasis on Higher Education and the Community College, 4.0
University of Arizona
Bachelor's degree, Political Science
Christina Ricafort's First Interstate Bank Experience 1986 - 1991
Job Project Manager at DIRECTV
Industry Information Technology and Services
Experience
DIRECTV May 2009 - Present
Yamaha Motors, California February 2007 - December 2008
Toyota February 2005 - February 2007
Nissan North America March 2003 - February 2005
Toyota Financial Systems February 1998 - February 2003
Honda Motors April 1995 - February 1998
Farmers Insurance 1993 - 1995
Sanwa Bank 1991 - 1993
First Interstate Bank 1986 - 1991
Education
Project Management Institute 2005 — 2005
Certification, Project Management Professional
University of California, Los Angeles 1989 — 1990
Certification Program, Professional Designation in Computer Information Systems
Computer Learning Center 1984 — 1985
Certificate, Computer Systems and Programming
University of Santo Tomas 1977 — 1980
Malate Catholic School 1973 — 1977
Highschool
DIRECTV May 2009 - Present
Yamaha Motors, California February 2007 - December 2008
Toyota February 2005 - February 2007
Nissan North America March 2003 - February 2005
Toyota Financial Systems February 1998 - February 2003
Honda Motors April 1995 - February 1998
Farmers Insurance 1993 - 1995
Sanwa Bank 1991 - 1993
First Interstate Bank 1986 - 1991
Education
Project Management Institute 2005 — 2005
Certification, Project Management Professional
University of California, Los Angeles 1989 — 1990
Certification Program, Professional Designation in Computer Information Systems
Computer Learning Center 1984 — 1985
Certificate, Computer Systems and Programming
University of Santo Tomas 1977 — 1980
Malate Catholic School 1973 — 1977
Highschool
Tina Van der Zee Tina Van der Zee's First Interstate Bank Experience 1989 - 1996
Job Senior Relationship Manager at Banc of California
Industry Banking
Experience
Banc of California August 2008 - Present
City National Bank 1996 - 2008
First Interstate Bank 1989 - 1996
Skills
Commercial Banking, Lines Of Credit, Commercial Lending, Banking, Loans, Middle Market, Asset Based Lending, Financial Analysis, Small Business Lending, Treasury Management, Credit, Credit Analysis, Financial Services, Private Banking, Cash Management, Relationship Management, Commercial Mortgages, Corporate Finance, Treasury Services, Portfolio Management, Cash Flow Lending, Finance, Investments
Education
University of Southern California 1987 — 1989
Bachelor of Science, Business Administration - Finance/Real Estate
University of California, San Diego 1984 — 1987
Major: Management Science
Culver City High School 1981 — 1984
University of California, Los Angeles
UCLA Extension, Professional Designation in Personal Financial Planning
Banc of California August 2008 - Present
City National Bank 1996 - 2008
First Interstate Bank 1989 - 1996
Skills
Commercial Banking, Lines Of Credit, Commercial Lending, Banking, Loans, Middle Market, Asset Based Lending, Financial Analysis, Small Business Lending, Treasury Management, Credit, Credit Analysis, Financial Services, Private Banking, Cash Management, Relationship Management, Commercial Mortgages, Corporate Finance, Treasury Services, Portfolio Management, Cash Flow Lending, Finance, Investments
Education
University of Southern California 1987 — 1989
Bachelor of Science, Business Administration - Finance/Real Estate
University of California, San Diego 1984 — 1987
Major: Management Science
Culver City High School 1981 — 1984
University of California, Los Angeles
UCLA Extension, Professional Designation in Personal Financial Planning
Patrice Halverson Patrice Halverson's First Interstate Bank Experience September 1996 - June 2006
Job Transportation/writing/business development/acting/modeling
Industry Transportation/Trucking/Railroad
Experience
Royal Trucking, Inc. May 2011 - Present
First Interstate Bank September 1996 - June 2006
Rocky Mountain Elk Foundation February 1993 - June 1996
Skills
Commercials, Acting, Writing, Poetry, Modeling, Coaching, International Relations, Soccer, Swimming, Grant Writing, Editing, Social Networking
Education
The University of Montana - School of Business Administration 1990 — 1992
MBA, Business Administration
University of Montana 1985 — 1989
BA, Liberal Arts - History/Psychology
Royal Trucking, Inc. May 2011 - Present
First Interstate Bank September 1996 - June 2006
Rocky Mountain Elk Foundation February 1993 - June 1996
Skills
Commercials, Acting, Writing, Poetry, Modeling, Coaching, International Relations, Soccer, Swimming, Grant Writing, Editing, Social Networking
Education
The University of Montana - School of Business Administration 1990 — 1992
MBA, Business Administration
University of Montana 1985 — 1989
BA, Liberal Arts - History/Psychology
Rosendo Diaz's First Interstate Bank Experience October 1986 - June 1996
Job Vice President/Divisional Customer Service Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 1996 - Present
First Interstate Bank October 1986 - June 1996
Skills
Commercial Banking, Credit, Banking, Cash Management, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Sales Management, Customer Service, Account Management, Excel, Microsoft Office, Commercial Lending, Compliance, Small Business Lending, Relationship Management, Asset Based Lending, Loans, Credit Analysis, Financial Services, Finance, Management, Investments, Underwriting, Treasury Management, Loan Origination, Leadership, Sales, Financial Risk, Cross Selling, Retail Banking, Financial Modeling, Lines Of Credit, Mergers
Education
UCLA Anderson School of Management
Latino Leadership Program, Accounting and Finance / Leadership
Wells Fargo Bank October 1996 - Present
First Interstate Bank October 1986 - June 1996
Skills
Commercial Banking, Credit, Banking, Cash Management, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Sales Management, Customer Service, Account Management, Excel, Microsoft Office, Commercial Lending, Compliance, Small Business Lending, Relationship Management, Asset Based Lending, Loans, Credit Analysis, Financial Services, Finance, Management, Investments, Underwriting, Treasury Management, Loan Origination, Leadership, Sales, Financial Risk, Cross Selling, Retail Banking, Financial Modeling, Lines Of Credit, Mergers
Education
UCLA Anderson School of Management
Latino Leadership Program, Accounting and Finance / Leadership
Larry Thatt Larry Thatt's First Interstate Bank Experience 1986 - 1994
Job Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Andy Gott's First Interstate Bank Experience September 2011 - Present
Job Assistant Vice President at First Interstate Bank
Industry Banking
Experience
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
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
Jeffrey McKeever Jeffrey McKeever's First Interstate Bank Experience 1970 - 1976
Job Founder and Chief Mentor at MicroAge
Industry Information Technology and Services
Experience
MicroAge 1976 - Present
First Interstate Bank 1970 - 1976
United States Air Force 1965 - 1970
Skills
Consulting, Solution Selling, SDLC, VoIP, Account Management, Business Analysis, Business Development, Business Ethics, Business Strategy, CRM, Change Management, Channel, Channel Partners, Cloud Computing, Data Center, Direct Sales, Enterprise Software, Entrepreneurship, IT Strategy, Information Technology, Innovation, Leadership, Management, Management Consulting, Networking, New Business Development, Process Improvement, Professional Services, Program Management, SaaS, Sales Management, Sales Process, Salesforce.com, Security, Selling, Sourcing, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Virtualization, Sales
Education
Pacific Coast Banking School, University of Washington 1974 — 1976
Post Graduate Degree, Banking
University of Arizona, Eller College of Management 1970 — 1973
MBA, Business
University of Arizona 1960 — 1965
B.S. in Business Administration, Accounting
MicroAge 1976 - Present
First Interstate Bank 1970 - 1976
United States Air Force 1965 - 1970
Skills
Consulting, Solution Selling, SDLC, VoIP, Account Management, Business Analysis, Business Development, Business Ethics, Business Strategy, CRM, Change Management, Channel, Channel Partners, Cloud Computing, Data Center, Direct Sales, Enterprise Software, Entrepreneurship, IT Strategy, Information Technology, Innovation, Leadership, Management, Management Consulting, Networking, New Business Development, Process Improvement, Professional Services, Program Management, SaaS, Sales Management, Sales Process, Salesforce.com, Security, Selling, Sourcing, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Virtualization, Sales
Education
Pacific Coast Banking School, University of Washington 1974 — 1976
Post Graduate Degree, Banking
University of Arizona, Eller College of Management 1970 — 1973
MBA, Business
University of Arizona 1960 — 1965
B.S. in Business Administration, Accounting
Patti MacNaughton Patti MacNaughton's First Interstate Bank Experience 1989 - 1992
Job
Industry Financial Services
Experience
Donald A Young, Jr ATA December 2013 - Present
Photo Sciences Inc. August 2005 - December 2013
Insight Strategies, Inc. November 2011 - January 2013
Palos Verdes High School 2005 - 2007
Cornerstone 1999 - 2000
First Interstate Bank 1989 - 1992
Fitness Systems Inc. July 1985 - October 1989
Skills
Team Building, Event Planning, Budgets, Management, Fundraising, Microsoft Office, Event Management, PowerPoint, Social Networking, Nonprofits, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles
B.S., Kinesiology
Donald A Young, Jr ATA December 2013 - Present
Photo Sciences Inc. August 2005 - December 2013
Insight Strategies, Inc. November 2011 - January 2013
Palos Verdes High School 2005 - 2007
Cornerstone 1999 - 2000
First Interstate Bank 1989 - 1992
Fitness Systems Inc. July 1985 - October 1989
Skills
Team Building, Event Planning, Budgets, Management, Fundraising, Microsoft Office, Event Management, PowerPoint, Social Networking, Nonprofits, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles
B.S., Kinesiology
John Thomason John Thomason's First Interstate Bank Experience 1992 - 1996
Job Executive Vice President at Bank of the West
Industry
Experience
Bank of the West 1996 - Present
First Interstate Bank 1992 - 1996
Skills
Banking, Commercial Lending, Credit, Corporate Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Mortgage Lending, Real Estate Financing, Portfolio Management, Credit Analysis, Small Business Lending
Education
University of California, Berkeley
BA
Bank of the West 1996 - Present
First Interstate Bank 1992 - 1996
Skills
Banking, Commercial Lending, Credit, Corporate Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Mortgage Lending, Real Estate Financing, Portfolio Management, Credit Analysis, Small Business Lending
Education
University of California, Berkeley
BA
Claudia Ferguson's First Interstate Bank Experience June 1992 - June 1996
Job Regional Retirement Sales Representative Paychex
Industry Human Resources
Experience
Paychex June 2007 - Present
AT&T Wireless November 1996 - March 2007
First Interstate Bank June 1992 - June 1996
Education
Universidad de Guadalajara 1988 — 1991
BS, Accounting
Paychex June 2007 - Present
AT&T Wireless November 1996 - March 2007
First Interstate Bank June 1992 - June 1996
Education
Universidad de Guadalajara 1988 — 1991
BS, Accounting
Vince Hruska Vince Hruska's First Interstate Bank Experience 1986 - 1996
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank July 2005 - Present
Bank of America February 2002 - July 2005
Private Consulting January 1997 - January 2002
Wells Fargo January 1996 - September 1997
First Interstate Bank 1986 - 1996
Skills
Banking, Deposits, Payments, Bank Management, Core Banking, Credit Cards, Retail Banking, ACH, Retail, Internet Banking, Cash Management, E-payments, Mobile Commerce, Payment Gateways, Payment Processing, Online Payments, Remittances, Electronic Payments, Payment Solutions, Money Transfer, Transaction Processing, Consumer Lending, Commercial Lending, Financial Institutions, Cards, Private Banking, Loans, Commercial Banking, Strategic Planning, Budgeting, Credit, Financial Services, Cross Selling, Debit Cards, E-commerce, Payment Card Processing, Payment Systems, Product Management, Strategy, Treasury Management, Treasury Services, Budgets, Project Management
Education
University of California, Los Angeles 1982 — 1984
Banking School - 2 Year Bank Management Program
City National Bank July 2005 - Present
Bank of America February 2002 - July 2005
Private Consulting January 1997 - January 2002
Wells Fargo January 1996 - September 1997
First Interstate Bank 1986 - 1996
Skills
Banking, Deposits, Payments, Bank Management, Core Banking, Credit Cards, Retail Banking, ACH, Retail, Internet Banking, Cash Management, E-payments, Mobile Commerce, Payment Gateways, Payment Processing, Online Payments, Remittances, Electronic Payments, Payment Solutions, Money Transfer, Transaction Processing, Consumer Lending, Commercial Lending, Financial Institutions, Cards, Private Banking, Loans, Commercial Banking, Strategic Planning, Budgeting, Credit, Financial Services, Cross Selling, Debit Cards, E-commerce, Payment Card Processing, Payment Systems, Product Management, Strategy, Treasury Management, Treasury Services, Budgets, Project Management
Education
University of California, Los Angeles 1982 — 1984
Banking School - 2 Year Bank Management Program
Belaine Scheuermann Belaine Scheuermann's First Interstate Bank Experience March 1989 - April 1991
Job Team Lead Enterprise Data Management
Industry Oil & Energy
Experience
Southwestern Energy June 2013 - Present
Newfield Exploration Company July 2004 - June 2013
P2 Energy Solutions 2004 - 2005
Novistar Inc. January 2000 - August 2003
Torch Energy Advisors April 1991 - January 2000
First Interstate Bank March 1989 - April 1991
North American Mortgage 1983 - 1989
Skills
Oracle E-Business Suite, Financial Reporting, Access, Database Design, Energy, Oracle, Visio, Integration, Microsoft Office, ERP, Oracle Applications, Software Documentation, Testing, Accounts Payable, Business Analysis, Account Reconciliation, Program Management, Natural Gas, PL/SQL, Financial Analysis, Process Improvement, Project Management, SQL, Analysis, Databases, Energy Industry, Business Process, Accounting, Oracle Discoverer, Microsoft SQL Server, IT Management, Payroll, Petroleum, SharePoint, Business Intelligence, Business Process..., Data Management, Oil & Gas Industry, Project Planning, Upstream, Enterprise Software
Education
The University of Texas at Austin 1978 — 1979
Southwestern Energy June 2013 - Present
Newfield Exploration Company July 2004 - June 2013
P2 Energy Solutions 2004 - 2005
Novistar Inc. January 2000 - August 2003
Torch Energy Advisors April 1991 - January 2000
First Interstate Bank March 1989 - April 1991
North American Mortgage 1983 - 1989
Skills
Oracle E-Business Suite, Financial Reporting, Access, Database Design, Energy, Oracle, Visio, Integration, Microsoft Office, ERP, Oracle Applications, Software Documentation, Testing, Accounts Payable, Business Analysis, Account Reconciliation, Program Management, Natural Gas, PL/SQL, Financial Analysis, Process Improvement, Project Management, SQL, Analysis, Databases, Energy Industry, Business Process, Accounting, Oracle Discoverer, Microsoft SQL Server, IT Management, Payroll, Petroleum, SharePoint, Business Intelligence, Business Process..., Data Management, Oil & Gas Industry, Project Planning, Upstream, Enterprise Software
Education
The University of Texas at Austin 1978 — 1979
Greg Davidson Greg Davidson's First Interstate Bank Experience 1984 - 1986
Job President, The Nature of Strategic Thinking
Industry Management Consulting
Experience
The Nature of Strategic Thinking 2005 - Present
2015 TAG for ANSI and ISO May 2012 - Present
Chief Learning Office Magazine January 2014 - August 2015
Salt Lake SHRM 2007 - 2013
FranklinCovey 2002 - 2005
FranklinCovey Europe 1997 - 2002
Covey Leadership Center 1991 - 1997
HydroSwift 1988 - 1991
3M 1986 - 1988
First Interstate Bank 1984 - 1986
Skills
Leadership Development, Organizational..., Change Management, Management Consulting, Performance Management, Strategic Planning, Business Strategy, Talent Management, Management Development, Organizational..., Training, Recruiting, Human Resources, Personnel Management, Workshop Facilitation, Management, Employee Relations, Strategy, Business Process..., Employee Engagement, Consulting, Emotional Intelligence, Business Development, Succession Planning, Leadership, Operations Management, Employee Training, Talent Acquisition, Career Development, Business Planning, Personal Development, Team Leadership, Process Improvement, Sales, Organizational Design, Performance Improvement, Culture Change
Education
University of California, San Diego 1986 — 1988
MA, Econometrics
Utah State University 1982 — 1986
BA, Economics, Math
The Nature of Strategic Thinking 2005 - Present
2015 TAG for ANSI and ISO May 2012 - Present
Chief Learning Office Magazine January 2014 - August 2015
Salt Lake SHRM 2007 - 2013
FranklinCovey 2002 - 2005
FranklinCovey Europe 1997 - 2002
Covey Leadership Center 1991 - 1997
HydroSwift 1988 - 1991
3M 1986 - 1988
First Interstate Bank 1984 - 1986
Skills
Leadership Development, Organizational..., Change Management, Management Consulting, Performance Management, Strategic Planning, Business Strategy, Talent Management, Management Development, Organizational..., Training, Recruiting, Human Resources, Personnel Management, Workshop Facilitation, Management, Employee Relations, Strategy, Business Process..., Employee Engagement, Consulting, Emotional Intelligence, Business Development, Succession Planning, Leadership, Operations Management, Employee Training, Talent Acquisition, Career Development, Business Planning, Personal Development, Team Leadership, Process Improvement, Sales, Organizational Design, Performance Improvement, Culture Change
Education
University of California, San Diego 1986 — 1988
MA, Econometrics
Utah State University 1982 — 1986
BA, Economics, Math
Lynn Elgin Lynn Elgin's First Interstate Bank Experience 1988 - 1989
Job Principal at Clarus Consulting Group, Inc.
Industry Management Consulting
Experience
Clarus Consulting Group, Inc. 2004 - Present
Brookwood Medical Center 2000 - 2001
Brookwood Medical Center 1996 - 2000
Brookwood Medical Center 1994 - 1996
Eastern Health 1992 - 1994
SouthTrust Bank 1989 - 1990
First Interstate Bank 1988 - 1989
First Interstate Bank 1985 - 1988
American Home Savings Bank 1982 - 1985
Skills
Strategic Planning, Leadership Development, Change Management, Crisis Communications, Stakeholder Engagement, Business Planning, MBTI, Internal & External..., Employee Benefits, Executive Management, Personnel Management, Start-ups, Program Management, Organizational..., Project Planning, Mergers & Acquisitions, Consulting, Management, Board Development, Workshop Facilitation, Fundraising, Project Management, Team Building, Management Development, Negotiation, Healthcare Management, New Business Development, Healthcare, Strategy, Nonprofits, Physician Relations, Healthcare Industry, Physicians, Healthcare Consulting, Performance Improvement, Practice Management, Revenue Cycle Management, Management Consulting, Revenue Cycle
Education
University of Alabama at Birmingham 1990 — 1992
MSHA, Health Administration
University of Alabama at Birmingham 1989 — 1990
MSPA, Public Affairs
University of Oklahoma 1978 — 1982
BS, Economics
Clarus Consulting Group, Inc. 2004 - Present
Brookwood Medical Center 2000 - 2001
Brookwood Medical Center 1996 - 2000
Brookwood Medical Center 1994 - 1996
Eastern Health 1992 - 1994
SouthTrust Bank 1989 - 1990
First Interstate Bank 1988 - 1989
First Interstate Bank 1985 - 1988
American Home Savings Bank 1982 - 1985
Skills
Strategic Planning, Leadership Development, Change Management, Crisis Communications, Stakeholder Engagement, Business Planning, MBTI, Internal & External..., Employee Benefits, Executive Management, Personnel Management, Start-ups, Program Management, Organizational..., Project Planning, Mergers & Acquisitions, Consulting, Management, Board Development, Workshop Facilitation, Fundraising, Project Management, Team Building, Management Development, Negotiation, Healthcare Management, New Business Development, Healthcare, Strategy, Nonprofits, Physician Relations, Healthcare Industry, Physicians, Healthcare Consulting, Performance Improvement, Practice Management, Revenue Cycle Management, Management Consulting, Revenue Cycle
Education
University of Alabama at Birmingham 1990 — 1992
MSHA, Health Administration
University of Alabama at Birmingham 1989 — 1990
MSPA, Public Affairs
University of Oklahoma 1978 — 1982
BS, Economics
Monique Rawlings Monique Rawlings's First Interstate Bank Experience October 1992 - June 1996
Job Eligibility Worker Clerk at County of RiversideTAP
Industry Marketing and Advertising
Experience
County of Riverside-TAP March 2015 - Present
Carrington Mortgage Services, LLC December 2012 - March 2014
Peoples Choice Staffing, Inc. October 2012 - December 2012
Sheenway School Culture Center and Foundation September 1997 - September 2012
FNC Inc September 2000 - January 2008
Wells Fargo Bank July 1996 - August 2000
First Interstate Bank October 1992 - June 1996
Skills
Microsoft Office, Excel, Customer Service, Outlook, Word, Research, Leadership, Microsoft Word, Negotiation, Public Speaking, Nonprofits, Human Resources, Marketing, Loan Origination, Editing, Mortgage Banking, Team Building, Training, Strategic Planning, Event Management, Public Relations, Fundraising, Event Planning, Management
Education
University of California of Los 2005 — 2008
Bachelor of Arts, World Arts and Culture
University of California of Los 1985 — 1988
Bachelor of Arts, World Arts and Culture
University of California, Los Angeles 1985 — 1988
B.A., World Arts and Cutlures
County of Riverside-TAP March 2015 - Present
Carrington Mortgage Services, LLC December 2012 - March 2014
Peoples Choice Staffing, Inc. October 2012 - December 2012
Sheenway School Culture Center and Foundation September 1997 - September 2012
FNC Inc September 2000 - January 2008
Wells Fargo Bank July 1996 - August 2000
First Interstate Bank October 1992 - June 1996
Skills
Microsoft Office, Excel, Customer Service, Outlook, Word, Research, Leadership, Microsoft Word, Negotiation, Public Speaking, Nonprofits, Human Resources, Marketing, Loan Origination, Editing, Mortgage Banking, Team Building, Training, Strategic Planning, Event Management, Public Relations, Fundraising, Event Planning, Management
Education
University of California of Los 2005 — 2008
Bachelor of Arts, World Arts and Culture
University of California of Los 1985 — 1988
Bachelor of Arts, World Arts and Culture
University of California, Los Angeles 1985 — 1988
B.A., World Arts and Cutlures
Mark Suster's First Interstate Bank Experience April 1989 - June 1991
Job Partner, Upfront Ventures
Industry Venture Capital & Private Equity
Experience
Upfront Ventures August 2007 - Present
salesforce.com March 2007 - August 2007
Koral (Acquired by Salesforce.com) April 2006 - March 2007
BuildOnline (acquired by The Sword Group) November 1999 - November 2006
Accenture September 1991 - November 1999
First Interstate Bank April 1989 - June 1991
Skills
Venture Capital, Start-ups, Entrepreneurship, Mergers, E-commerce, Corporate Development, Private Equity, Financial Modeling, Strategic Partnerships, Angel Investing, Product Management, Mobile Devices
Education
University of Chicago 1997 — 1998
MBA
University of California, San Diego 1986 — 1991
BA
Upfront Ventures August 2007 - Present
salesforce.com March 2007 - August 2007
Koral (Acquired by Salesforce.com) April 2006 - March 2007
BuildOnline (acquired by The Sword Group) November 1999 - November 2006
Accenture September 1991 - November 1999
First Interstate Bank April 1989 - June 1991
Skills
Venture Capital, Start-ups, Entrepreneurship, Mergers, E-commerce, Corporate Development, Private Equity, Financial Modeling, Strategic Partnerships, Angel Investing, Product Management, Mobile Devices
Education
University of Chicago 1997 — 1998
MBA
University of California, San Diego 1986 — 1991
BA
Sandy Geffner's First Interstate Bank Experience September 1988 - June 1990
Job
Industry Staffing and Recruiting
Experience
Valacon, Inc. April 1995 - March 2010
American Savings Bank July 1990 - November 1991
First Interstate Bank September 1988 - June 1990
Primerica/Citigroup May 1983 - September 1988
Arthur Andersen June 1980 - May 1983
Education
University of California, Los Angeles
BA, Math
University of Southern California
MBA, Finance
Valacon, Inc. April 1995 - March 2010
American Savings Bank July 1990 - November 1991
First Interstate Bank September 1988 - June 1990
Primerica/Citigroup May 1983 - September 1988
Arthur Andersen June 1980 - May 1983
Education
University of California, Los Angeles
BA, Math
University of Southern California
MBA, Finance
Charlie Knotts's First Interstate Bank Experience 1986 - 1994
Job Enterprise Technology Specialist at FTN Financial
Industry Banking
Experience
FTN Financial June 2008 - Present
Canon USA 1996 - 2006
Canon Computer Systems October 1996 - September 2005
OSI Consulting October 1996 - September 2005
Fox Television 1993 - 1996
First Interstate Bank 1986 - 1994
Skills
SDLC, SharePoint, Business Intelligence, Enterprise Architecture, SQL, Microsoft SQL Server, Databases, Visual Basic, Database Administration, XML, ASP.NET, Risk Management, Java, Web Services, Software Development, Data Center, Integration
Education
University of Phoenix 2000 — 2003
Bachelor of Science (BS), Information Technology
University of Arizona 1972 — 1976
FTN Financial June 2008 - Present
Canon USA 1996 - 2006
Canon Computer Systems October 1996 - September 2005
OSI Consulting October 1996 - September 2005
Fox Television 1993 - 1996
First Interstate Bank 1986 - 1994
Skills
SDLC, SharePoint, Business Intelligence, Enterprise Architecture, SQL, Microsoft SQL Server, Databases, Visual Basic, Database Administration, XML, ASP.NET, Risk Management, Java, Web Services, Software Development, Data Center, Integration
Education
University of Phoenix 2000 — 2003
Bachelor of Science (BS), Information Technology
University of Arizona 1972 — 1976
Mary Anawalt's First Interstate Bank Experience October 1984 - August 1987
Job VP Marketing at Honda Federal Credit Union
Industry Banking
Experience
Honda Federal Credit Union September 2002 - Present
Gordon Brush Mfg Co., Inc. November 1997 - October 2001
Citicorp July 1996 - October 1997
A&B Brush Mfg. Corp. July 1992 - July 1996
Citicorp June 1990 - June 1992
KPMG Peat Marwick September 1989 - June 1990
First Interstate Bank October 1984 - August 1987
Skills
Credit Unions, Marketing, Credit, Internet Banking, Financial Services, Banking, Strategic Planning, Management, Mobile Banking, Public Relations, Brand Management, Loans, Business Development, Executive Management, Direct Marketing, Budgets, Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1984
BS, Economics
Honda Federal Credit Union September 2002 - Present
Gordon Brush Mfg Co., Inc. November 1997 - October 2001
Citicorp July 1996 - October 1997
A&B Brush Mfg. Corp. July 1992 - July 1996
Citicorp June 1990 - June 1992
KPMG Peat Marwick September 1989 - June 1990
First Interstate Bank October 1984 - August 1987
Skills
Credit Unions, Marketing, Credit, Internet Banking, Financial Services, Banking, Strategic Planning, Management, Mobile Banking, Public Relations, Brand Management, Loans, Business Development, Executive Management, Direct Marketing, Budgets, Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1984
BS, Economics
Darnell Wyrick's First Interstate Bank Experience October 1977 - September 1990
Job Executive Sales Representative
Industry Pharmaceuticals
Experience
Sanofi-aventis Pharmaceutical November 1991 - Present
OLQA Ministries 2004 - 2009
MVCI March 2001 - October 2008
S.P.I.N. 1990 - 1991
First Interstate Bank October 1977 - September 1990
Education
University of Phoenix Orange County 2001 — 2005
BSBM, Business
University of California, Los Angeles 1982 — 1984
Bank Management
Sanofi-aventis Pharmaceutical November 1991 - Present
OLQA Ministries 2004 - 2009
MVCI March 2001 - October 2008
S.P.I.N. 1990 - 1991
First Interstate Bank October 1977 - September 1990
Education
University of Phoenix Orange County 2001 — 2005
BSBM, Business
University of California, Los Angeles 1982 — 1984
Bank Management
Al Iftiger's First Interstate Bank Experience 1994 - 1996
Job SVP Mortgage Group Operations
Industry Banking
Experience
Bank of America January 2006 - Present
Charles Schwab Bank January 2003 - January 2006
Indymac Bank April 2001 - January 2003
Washington Mutual April 1996 - March 2001
First Interstate Bank 1994 - 1996
Skills
Mortgage, Credit, Loss Mitigation, Banking, Mortgage Lending, Default Servicing, Sales Management, Loan Origination, Mortgage Banking, Credit Risk, Credit Analysis, Consumer Lending, Mortgage Servicing, Retail Banking, Residential Mortgages, Finance, Loans
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California
BA, Economics
Bank of America January 2006 - Present
Charles Schwab Bank January 2003 - January 2006
Indymac Bank April 2001 - January 2003
Washington Mutual April 1996 - March 2001
First Interstate Bank 1994 - 1996
Skills
Mortgage, Credit, Loss Mitigation, Banking, Mortgage Lending, Default Servicing, Sales Management, Loan Origination, Mortgage Banking, Credit Risk, Credit Analysis, Consumer Lending, Mortgage Servicing, Retail Banking, Residential Mortgages, Finance, Loans
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California
BA, Economics
Bill Henle's First Interstate Bank Experience 1986 - 1996
Job Experienced Executive, Strategic Advisor and Coach
Industry Management Consulting
Experience
Cranmore Seymour Corporation April 2013 - Present
Henle Associates July 2009 - Present
Oregon 1st Founders Group March 2008 - June 2009
Rabobank July 2000 - December 2007
Henle Associates January 1998 - June 2000
Aegis Consumer Funding 1997 - 1997
First Interstate Bank 1986 - 1996
Bank of America 1972 - 1986
Skills
Portfolio Management, Business Planning, Banking, Risk Management, Retail Banking, Mortgage, Team Building, Commercial Lending, Strategic Planning, Process Improvement, Operations Management, Change Management, Business Strategy, Credit, Mortgage Lending, Strategy, Finance, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Business Development, Executive Management, Management Consulting, Analysis, Credit Risk, Credit Cards, Corporate Finance, Cash Management, Business Process..., Due Diligence, Financial Analysis, Vendor Management, Restructuring, Financial Modeling, Treasury Management, Management, Operational Risk..., Financial Services, Loans, Commercial Banking, Business Process, Credit Analysis, Coaching, Financial Structuring, Asset Based Lending, Financial Institutions, Valuation, Operational Risk, AML, Investments
Education
CBA Graduate School of Retail Bank Management at University of Virginia 1977 — 1980
Diploma, Consumer Bankers Association Graduate School of Retail Bank Management
University of California, Berkeley, Haas School of Business
BS, Accounting
Cranmore Seymour Corporation April 2013 - Present
Henle Associates July 2009 - Present
Oregon 1st Founders Group March 2008 - June 2009
Rabobank July 2000 - December 2007
Henle Associates January 1998 - June 2000
Aegis Consumer Funding 1997 - 1997
First Interstate Bank 1986 - 1996
Bank of America 1972 - 1986
Skills
Portfolio Management, Business Planning, Banking, Risk Management, Retail Banking, Mortgage, Team Building, Commercial Lending, Strategic Planning, Process Improvement, Operations Management, Change Management, Business Strategy, Credit, Mortgage Lending, Strategy, Finance, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Business Development, Executive Management, Management Consulting, Analysis, Credit Risk, Credit Cards, Corporate Finance, Cash Management, Business Process..., Due Diligence, Financial Analysis, Vendor Management, Restructuring, Financial Modeling, Treasury Management, Management, Operational Risk..., Financial Services, Loans, Commercial Banking, Business Process, Credit Analysis, Coaching, Financial Structuring, Asset Based Lending, Financial Institutions, Valuation, Operational Risk, AML, Investments
Education
CBA Graduate School of Retail Bank Management at University of Virginia 1977 — 1980
Diploma, Consumer Bankers Association Graduate School of Retail Bank Management
University of California, Berkeley, Haas School of Business
BS, Accounting
Cindy Walters's First Interstate Bank Experience 1986 - 1996
Job SVPDirector of Training at Pacific Western Bank
Industry Financial Services
Experience
Pacific Western Bank March 2015 - Present
Pacific Western Bank January 2009 - Present
Alliance Bank NA September 2006 - December 2008
Silicon Valley Bank 2000 - 2006
Pacific Dimensions, Inc. 1996 - 2000
First Interstate Bank 1986 - 1996
Skills
Small Business Lending, Banking, Commercial Banking, Commercial Lending, Credit, Marketing, Loans
Education
Pacific Coast Banking School 1993 — 1995
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Political Science with Business Emphasis
University of California, Santa Barbara 1981 — 1983
Pacific Western Bank March 2015 - Present
Pacific Western Bank January 2009 - Present
Alliance Bank NA September 2006 - December 2008
Silicon Valley Bank 2000 - 2006
Pacific Dimensions, Inc. 1996 - 2000
First Interstate Bank 1986 - 1996
Skills
Small Business Lending, Banking, Commercial Banking, Commercial Lending, Credit, Marketing, Loans
Education
Pacific Coast Banking School 1993 — 1995
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Political Science with Business Emphasis
University of California, Santa Barbara 1981 — 1983
Tom Rzeszut's First Interstate Bank Experience 1989 - 1995
Job Sr Credit Product Manager
Industry Financial Services
Experience
Bank of America Home Loans May 2009 - Present
Countrywide Bank March 2003 - May 2009
Washington Mutual March 2002 - March 2003
1st Nationwide Mortgage Company 1997 - 2002
CalFed Bank 1996 - 2002
GlenFed 1995 - 2002
California Federal Bank 1998 - 2001
North American Mortgage Company 1995 - 1996
First Interstate Bank 1989 - 1995
Skills
Product Management, Credit, Product Marketing, Analytics, Loan Portfolio Analysis, Government Loans, Strategic Planning, Ice Hockey, Golf, Analysis, Credit Risk, FHA, Financial Risk, Loans, Residential Mortgages, Risk Management, Banking, Credit Analysis, Mortgage Banking, Mortgage Lending
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Marketing
Yale University 1982 — 1986
BA, Economics
Bank of America Home Loans May 2009 - Present
Countrywide Bank March 2003 - May 2009
Washington Mutual March 2002 - March 2003
1st Nationwide Mortgage Company 1997 - 2002
CalFed Bank 1996 - 2002
GlenFed 1995 - 2002
California Federal Bank 1998 - 2001
North American Mortgage Company 1995 - 1996
First Interstate Bank 1989 - 1995
Skills
Product Management, Credit, Product Marketing, Analytics, Loan Portfolio Analysis, Government Loans, Strategic Planning, Ice Hockey, Golf, Analysis, Credit Risk, FHA, Financial Risk, Loans, Residential Mortgages, Risk Management, Banking, Credit Analysis, Mortgage Banking, Mortgage Lending
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Marketing
Yale University 1982 — 1986
BA, Economics
Peter Crough's First Interstate Bank Experience September 1990 - May 1996
Job Vestis Financial Group
Industry Financial Services
Experience
Countrywide Securities Corporation May 2000 - September 2008
Imperial Credit Industries May 1996 - May 2000
First Interstate Bank September 1990 - May 1996
Imperial Savings August 1987 - September 1990
San Diego Gas and Electric 1986 - 1987
Center for US Mexican Studies 1982 - 1986
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Capital Markets, Fixed Income, Banking, Portfolio Management, Risk Management, Credit Risk, Residential Mortgages, Financial Modeling, Securitization, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Financial Services, Finance, Structured Finance, Analysis
Education
University of California, San Diego 1982 — 1986
CPHIL, Economics
University of California, San Diego 1980 — 1982
MA, Economics
University of California, Berkeley 1976 — 1980
BA, Economics
Countrywide Securities Corporation May 2000 - September 2008
Imperial Credit Industries May 1996 - May 2000
First Interstate Bank September 1990 - May 1996
Imperial Savings August 1987 - September 1990
San Diego Gas and Electric 1986 - 1987
Center for US Mexican Studies 1982 - 1986
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Capital Markets, Fixed Income, Banking, Portfolio Management, Risk Management, Credit Risk, Residential Mortgages, Financial Modeling, Securitization, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Financial Services, Finance, Structured Finance, Analysis
Education
University of California, San Diego 1982 — 1986
CPHIL, Economics
University of California, San Diego 1980 — 1982
MA, Economics
University of California, Berkeley 1976 — 1980
BA, Economics
robin lambert's First Interstate Bank Experience 1975 - 1996
Job Retired banking executive
Industry Banking
Experience
Union Bank of California March 1997 - March 2010
First Interstate Bank 1975 - 1996
Skills
Commercial Banking, Banking, Credit, SBA, Mergers, Change Management, Commercial Mortgages, Commercial Lending, Small Business Lending, Employee Relations, Retail Banking, Cash Management, Credit Analysis, Project Management, Mortgage Lending, Treasury Management, Process Improvement, Financial Analysis, ACH
Education
University of California, Los Angeles 1976 — 1979
Union Bank of California March 1997 - March 2010
First Interstate Bank 1975 - 1996
Skills
Commercial Banking, Banking, Credit, SBA, Mergers, Change Management, Commercial Mortgages, Commercial Lending, Small Business Lending, Employee Relations, Retail Banking, Cash Management, Credit Analysis, Project Management, Mortgage Lending, Treasury Management, Process Improvement, Financial Analysis, ACH
Education
University of California, Los Angeles 1976 — 1979
Bill Whiting's First Interstate Bank Experience 1992 - 1995
Job Regional Director at Zaio Inc.
Industry Executive Office
Experience
Zaio Inc. October 2007 - Present
Carnegie First Lending Services April 2005 - September 2007
Pacific Coast Mortgage 2003 - 2005
GMAC Mortgage 2000 - 2003
First Interstate Bank 1992 - 1995
H. S. Pickrell Company 1975 - 1991
Education
University of Arizona 1965 — 1971
Zaio Inc. October 2007 - Present
Carnegie First Lending Services April 2005 - September 2007
Pacific Coast Mortgage 2003 - 2005
GMAC Mortgage 2000 - 2003
First Interstate Bank 1992 - 1995
H. S. Pickrell Company 1975 - 1991
Education
University of Arizona 1965 — 1971
Iris Falk's First Interstate Bank Experience 1989 - 1992
Job Iris is a creative, proactive and effective marketing and business development consultant and writer. falkmktg@aol.com.
Industry Management Consulting
Experience
Falk Marketing July 2013 - Present
Mitchell Silberberg & Knupp LLP June 2007 - July 2013
Falk Marketing 2001 - 2007
Manatt, Phelps & Phillips, LLP 2000 - 2001
Morrison & Foerster LLP 1992 - 2000
First Interstate Bank 1989 - 1992
Skills
Legal Marketing, Marketing Communications, Start-ups, Media Relations, Strategic Planning, Branding & Identity, Marketing Strategy, Proposal Writing, Business Development, Marketing, Public Relations, Strategy, Integrated Marketing, Business Coaching
Education
UCLA Anderson School of Management
MBA
The University of Connecticut
BA
Falk Marketing July 2013 - Present
Mitchell Silberberg & Knupp LLP June 2007 - July 2013
Falk Marketing 2001 - 2007
Manatt, Phelps & Phillips, LLP 2000 - 2001
Morrison & Foerster LLP 1992 - 2000
First Interstate Bank 1989 - 1992
Skills
Legal Marketing, Marketing Communications, Start-ups, Media Relations, Strategic Planning, Branding & Identity, Marketing Strategy, Proposal Writing, Business Development, Marketing, Public Relations, Strategy, Integrated Marketing, Business Coaching
Education
UCLA Anderson School of Management
MBA
The University of Connecticut
BA
Bud Towsey's First Interstate Bank Experience June 1964 - September 1994
Job Retired Banking and Human Resources Executive
Industry Human Resources
Experience
First Interstate Bank June 1964 - September 1994
Skills
Employee Relations, Leadership Development, HRIS, Employee Engagement, Deferred Compensation, Strategic Planning, Recruiting, Change Management, Marketing, Performance Management, Training, Talent Acquisition, Human Resources, Team Building, Vendor Management, Talent Management, Organizational..., Management, Team Leadership, Employee Benefits, Banking, Microsoft Office, Workforce Planning, Customer Service, Succession Planning
Education
UCLA Anderson School of Management 1962 — 1964
First Interstate Bank June 1964 - September 1994
Skills
Employee Relations, Leadership Development, HRIS, Employee Engagement, Deferred Compensation, Strategic Planning, Recruiting, Change Management, Marketing, Performance Management, Training, Talent Acquisition, Human Resources, Team Building, Vendor Management, Talent Management, Organizational..., Management, Team Leadership, Employee Benefits, Banking, Microsoft Office, Workforce Planning, Customer Service, Succession Planning
Education
UCLA Anderson School of Management 1962 — 1964
David Kohn's First Interstate Bank Experience August 1989 - May 1993
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
Ralph Roman's First Interstate Bank Experience 1981 - 1996
Job Banking Professional
Industry Banking
Experience
First Financial Credit Union 1997 - 2007
First Financial Credit Union 1997 - 2007
First Interstate Bank 1981 - 1996
Beneficial Finance 1973 - 1979
Education
University of California, Berkeley 1971 — 1973
First Financial Credit Union 1997 - 2007
First Financial Credit Union 1997 - 2007
First Interstate Bank 1981 - 1996
Beneficial Finance 1973 - 1979
Education
University of California, Berkeley 1971 — 1973
Jerry Leiga's First Interstate Bank Experience 1986 - 1996
Job Vice President, Team Leader at City National Bank
Industry Banking
Experience
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
Dan Conklin's First Interstate Bank Experience January 1991 - January 1993
Job Banker Emeritus
Industry Banking
Experience
DAC, Inc. August 2011 - Present
Wells Fargo Bank January 2004 - August 2011
Standard Chartered Bank January 2001 - January 2002
Standard Chartered Bank January 1999 - January 2001
East China January 1997 - January 1999
Standard Chartered Bank January 1994 - January 1997
First Interstate Bank January 1991 - January 1993
Skills
Leadership, Relationship Management, Banking, Commercial Banking, Budgets, Business Development, Portfolio Management, Trade Finance, Strategy, Financial Institutions, Corporate Finance, Financial Services, Credit Analysis, Finance, Financial Structuring, Structured Finance, Credit, Credit Risk, Capital Markets, Cash Management, Loans, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 1976 — 1978
MBA, Finance/Marketing
Vanderbilt University 1969 — 1973
BA, Economics
The University of New Mexico
MA, Latin American Studies, Economics/Political Science
DAC, Inc. August 2011 - Present
Wells Fargo Bank January 2004 - August 2011
Standard Chartered Bank January 2001 - January 2002
Standard Chartered Bank January 1999 - January 2001
East China January 1997 - January 1999
Standard Chartered Bank January 1994 - January 1997
First Interstate Bank January 1991 - January 1993
Skills
Leadership, Relationship Management, Banking, Commercial Banking, Budgets, Business Development, Portfolio Management, Trade Finance, Strategy, Financial Institutions, Corporate Finance, Financial Services, Credit Analysis, Finance, Financial Structuring, Structured Finance, Credit, Credit Risk, Capital Markets, Cash Management, Loans, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 1976 — 1978
MBA, Finance/Marketing
Vanderbilt University 1969 — 1973
BA, Economics
The University of New Mexico
MA, Latin American Studies, Economics/Political Science
George Spencer's First Interstate Bank Experience 1978 - 1985
Job Program Manager at L.A. Care Health Plan
Industry Information Technology and Services
Experience
L.A. Care Health Plan October 2012 - Present
Harbor Freight Tools November 2010 - August 2012
Health Net April 2002 - 2010
PacifiCare Health Systems 1999 - 2002
UniHealth Information Services 1994 - 1997
First Interstate Bank 1978 - 1985
Skills
Project Portfolio..., PMP, SDLC, Business Analysis, Program Management, Process Improvement, Visio, PMO, Project Management, Vendor Management, SharePoint, Software Development, Management, Outsourcing, Software Project..., Team Building, Integration, Business Requirements, Cross-functional Team..., MS Project, Project Planning, Leadership, IT Management, IT Strategy, Team Leadership, Resource Management, Team Management, Project Delivery, Waterfall, Requirements Analysis, Requirements Gathering, Process Engineering, Business Process..., Software Documentation, Quality Assurance, Analysis, Disaster Recovery, Management Consulting, Agile Project Management, Business Intelligence, Testing, Agile Methodologies, Data Warehousing, Release Management, Systems Analysis, Enterprise Software, E-commerce, Change Management, Information Technology, Business Process
Education
UCLA Anderson School of Management
L.A. Care Health Plan October 2012 - Present
Harbor Freight Tools November 2010 - August 2012
Health Net April 2002 - 2010
PacifiCare Health Systems 1999 - 2002
UniHealth Information Services 1994 - 1997
First Interstate Bank 1978 - 1985
Skills
Project Portfolio..., PMP, SDLC, Business Analysis, Program Management, Process Improvement, Visio, PMO, Project Management, Vendor Management, SharePoint, Software Development, Management, Outsourcing, Software Project..., Team Building, Integration, Business Requirements, Cross-functional Team..., MS Project, Project Planning, Leadership, IT Management, IT Strategy, Team Leadership, Resource Management, Team Management, Project Delivery, Waterfall, Requirements Analysis, Requirements Gathering, Process Engineering, Business Process..., Software Documentation, Quality Assurance, Analysis, Disaster Recovery, Management Consulting, Agile Project Management, Business Intelligence, Testing, Agile Methodologies, Data Warehousing, Release Management, Systems Analysis, Enterprise Software, E-commerce, Change Management, Information Technology, Business Process
Education
UCLA Anderson School of Management
Rory Nordvold's First Interstate Bank Experience 1993 - 1995
Job First Vice President at MidFirst Bank
Industry Banking
Experience
MidFirst Bank 2006 - Present
Bank of America 1995 - 2006
First Interstate Bank 1993 - 1995
Education
University of Arizona 1988 — 1993
Finance, Accounting, Finance
MidFirst Bank 2006 - Present
Bank of America 1995 - 2006
First Interstate Bank 1993 - 1995
Education
University of Arizona 1988 — 1993
Finance, Accounting, Finance
Sam Noel's First Interstate Bank Experience October 1987 - July 1991
Job Owner Monument Custom Builders LP
Industry Construction
Experience
Monument Custom Builders LP. 1991 - Present
Barnett Lane Investments April 1996 - November 1998
First Interstate Bank October 1987 - July 1991
Skills
Residential Homes, Custom Homes, Builders, Real Estate, Contract Negotiation, Construction, Contractors, Renovation, Construction Management, Negotiation, Carpentry, Decks, Investment Properties, Bathrooms, Drywall, Flooring, Real Estate Development, Siding, Basements, Cabinetry
Education
The University of Texas at Austin 1978 — 1983
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Fort Worth Paschal 1974 — 1978
Monument Custom Builders LP. 1991 - Present
Barnett Lane Investments April 1996 - November 1998
First Interstate Bank October 1987 - July 1991
Skills
Residential Homes, Custom Homes, Builders, Real Estate, Contract Negotiation, Construction, Contractors, Renovation, Construction Management, Negotiation, Carpentry, Decks, Investment Properties, Bathrooms, Drywall, Flooring, Real Estate Development, Siding, Basements, Cabinetry
Education
The University of Texas at Austin 1978 — 1983
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Fort Worth Paschal 1974 — 1978
David Quizon's First Interstate Bank Experience June 1993 - May 1996
Job Senior Vice President/Senior Credit Administrator at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Karyn Hamilton, CMM's First Interstate Bank Experience June 1985 - December 1988
Job Director, Communications
Industry Insurance
Experience
M Financial Group November 2002 - Present
Copper Mountain Trust (acquired by Union Bank of California) October 1995 - October 2002
Maverick Capital January 1994 - September 1995
MESA June 1992 - June 1994
INTRICO February 1990 - June 1992
Halleck Design Group February 1989 - February 1990
First Interstate Bank June 1985 - December 1988
Skills
Project Management, Marketing Communications, Management, Marketing Strategy, Leadership, Marketing, Event Planning, Strategic Planning, Life Insurance, Insurance, Social Media, Financial Planning
Education
The University of Texas at Austin
BBA
M Financial Group November 2002 - Present
Copper Mountain Trust (acquired by Union Bank of California) October 1995 - October 2002
Maverick Capital January 1994 - September 1995
MESA June 1992 - June 1994
INTRICO February 1990 - June 1992
Halleck Design Group February 1989 - February 1990
First Interstate Bank June 1985 - December 1988
Skills
Project Management, Marketing Communications, Management, Marketing Strategy, Leadership, Marketing, Event Planning, Strategic Planning, Life Insurance, Insurance, Social Media, Financial Planning
Education
The University of Texas at Austin
BBA
Jeanne Grube's First Interstate Bank Experience November 1994 - February 1997
Job Audit Sr. Manager at Blazek & Vetterling
Industry Accounting
Experience
Blazek & Vetterling November 2003 - Present
EY February 2000 - November 2003
WHR Architects February 1997 - February 2000
First Interstate Bank November 1994 - February 1997
EY June 1991 - November 1994
Skills
US GAAP, Internal Controls, Auditing, CPA, Accounting, Financial Reporting, Single Audit, OMB Circular A-133, Nonprofits, Audits of Employee..., External Audit, Assurance, General Ledger, Financial Statements, Technical Accounting...
Education
The University of Texas at Austin 1987 — 1991
Blazek & Vetterling November 2003 - Present
EY February 2000 - November 2003
WHR Architects February 1997 - February 2000
First Interstate Bank November 1994 - February 1997
EY June 1991 - November 1994
Skills
US GAAP, Internal Controls, Auditing, CPA, Accounting, Financial Reporting, Single Audit, OMB Circular A-133, Nonprofits, Audits of Employee..., External Audit, Assurance, General Ledger, Financial Statements, Technical Accounting...
Education
The University of Texas at Austin 1987 — 1991
Jill Walton's First Interstate Bank Experience 1990 - 1992
Job Vice President, Informatic Services at IntrinsiQ, LLC
Industry Pharmaceuticals
Experience
IntrinsiQ, LLC January 2012 - Present
self employed July 2011 - February 2012
ImpactRx 2003 - June 2011
ImpactRx 2008 - 2010
Health Hero Network 1998 - 2002
Price Waterhouse Management Consultants 1996 - 1998
Eli Lilly 1992 - 1995
First Interstate Bank 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Healthcare Management & Marketing
University of Arizona 1986 — 1990
BSBA, Business/Entrepreneurship
IntrinsiQ, LLC January 2012 - Present
self employed July 2011 - February 2012
ImpactRx 2003 - June 2011
ImpactRx 2008 - 2010
Health Hero Network 1998 - 2002
Price Waterhouse Management Consultants 1996 - 1998
Eli Lilly 1992 - 1995
First Interstate Bank 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Healthcare Management & Marketing
University of Arizona 1986 — 1990
BSBA, Business/Entrepreneurship
Wendy Sabins's First Interstate Bank Experience 1984 - 1996
Job Senior Vice President, Automobile Club of Southern California
Industry Insurance
Experience
ACSC June 2002 - Present
Auto Club of Southern California June 2002 - Present
AAA / Automobile Club of Southern California June 2002 - Present
Automobile Club of Southern California 2002 - Present
California State University, Fullerton 2001 - 2002
Western Financial Bank ( WestCorp) 1997 - 2000
First Interstate Bank 1984 - 1996
Skills
Insurance, Analytics, Vendor Management, Vendor Relations, Integrated Marketing, eBusiness, Publishing, Public Speaking, Strategic Planning, Process Improvement, Call Centers, Management, CRM, Risk Management, Operations Management, Strategy, Business Process..., Teamwork, Business Development, Leadership, Cross-functional Team..., Executive Management, Customer Experience, Competitive Analysis, Thought Leadership, New Business Development, Strategic Partnerships, Marketing, Account Management, Program Management, E-business
Education
University of California, Los Angeles
BA, Political Science and Government
ACSC June 2002 - Present
Auto Club of Southern California June 2002 - Present
AAA / Automobile Club of Southern California June 2002 - Present
Automobile Club of Southern California 2002 - Present
California State University, Fullerton 2001 - 2002
Western Financial Bank ( WestCorp) 1997 - 2000
First Interstate Bank 1984 - 1996
Skills
Insurance, Analytics, Vendor Management, Vendor Relations, Integrated Marketing, eBusiness, Publishing, Public Speaking, Strategic Planning, Process Improvement, Call Centers, Management, CRM, Risk Management, Operations Management, Strategy, Business Process..., Teamwork, Business Development, Leadership, Cross-functional Team..., Executive Management, Customer Experience, Competitive Analysis, Thought Leadership, New Business Development, Strategic Partnerships, Marketing, Account Management, Program Management, E-business
Education
University of California, Los Angeles
BA, Political Science and Government
Jon Smock's First Interstate Bank Experience 1987 - 1996
Job EVP, Global Data & Information Management Chief Data Officer Americas
Industry Financial Services
Experience
HSBC April 2009 - Present
HSBC July 2007 - March 2009
HSBC January 2002 - June 2007
HSBC November 1998 - December 2001
Home Savings of America 1997 - 1998
Great Western Bank 1996 - 1997
First Interstate Bank 1987 - 1996
Skills
Leadership, Vendor Management, Team Leadership, Strategy, Segmentation, Risk Management, Portfolio Management, Relationship Management, Information Management, Information Architecture, Financial Services, Financial Risk, Database Marketing, Credit Cards, Business Analytics, Analytics, Banking, Credit Risk, Program Management, CRM, Management
Education
University of California, Los Angeles 1981 — 1986
BA, Geography
HSBC April 2009 - Present
HSBC July 2007 - March 2009
HSBC January 2002 - June 2007
HSBC November 1998 - December 2001
Home Savings of America 1997 - 1998
Great Western Bank 1996 - 1997
First Interstate Bank 1987 - 1996
Skills
Leadership, Vendor Management, Team Leadership, Strategy, Segmentation, Risk Management, Portfolio Management, Relationship Management, Information Management, Information Architecture, Financial Services, Financial Risk, Database Marketing, Credit Cards, Business Analytics, Analytics, Banking, Credit Risk, Program Management, CRM, Management
Education
University of California, Los Angeles 1981 — 1986
BA, Geography
Ken Lloyd's First Interstate Bank Experience January 1988 - June 1996
Job SVP at Wells Fargo
Industry Banking
Experience
Wells Fargo June 1996 - Present
First Interstate Bank January 1988 - June 1996
Skills
Commercial Lending, Middle Market, Credit Analysis, Credit, Treasury Management, Credit Risk, Treasury Services, Commercial Banking, Loans, Asset Based Lending, Financial Modeling
Education
University of California, Berkeley 1970 — 1976
BS & MBA, Business Administration - Finance
Wells Fargo June 1996 - Present
First Interstate Bank January 1988 - June 1996
Skills
Commercial Lending, Middle Market, Credit Analysis, Credit, Treasury Management, Credit Risk, Treasury Services, Commercial Banking, Loans, Asset Based Lending, Financial Modeling
Education
University of California, Berkeley 1970 — 1976
BS & MBA, Business Administration - Finance
Wade Morgan's First Interstate Bank Experience 1995 - 1997
Job Senior Vice President at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank 2008 - Present
Regions Bank 2003 - 2008
Bank of America 1997 - 2002
First Interstate Bank 1995 - 1997
Skills
Commercial Banking, Commercial Lending, Credit, Underwriting, Credit Analysis, Loans, Consumer Lending
Education
The University of Texas at Austin 1991 — 1995
BBA, Finance
PlainsCapital Bank 2008 - Present
Regions Bank 2003 - 2008
Bank of America 1997 - 2002
First Interstate Bank 1995 - 1997
Skills
Commercial Banking, Commercial Lending, Credit, Underwriting, Credit Analysis, Loans, Consumer Lending
Education
The University of Texas at Austin 1991 — 1995
BBA, Finance
Pam (Wagner) Biasotti's First Interstate Bank Experience August 1986 - July 1992
Job Owner and Certified Professional Photographer at You Had Me At Woof Photography by Pam Biasotti
Industry Photography
Experience
The Jewish Home of San Francisco Elder Care August 2010 - Present
You Had Me At Woof Photography by Pam Biasotti January 2009 - Present
Pam Biasotti Photography 2004 - January 2009
Computer Sciences Corporation April 2004 - July 2008
Providian Financial 1999 - 2004
Providian Financial May 1998 - May 1999
Providian Financial August 1997 - May 1998
Providian Financial July 1992 - August 1997
First Interstate Bank August 1986 - July 1992
Skills
Cross-functional Team..., System Administration, Dog Behavior, Family Photography, Active Directory, Photography, Vendor Management, Backup Solutions, Portrait Photography, Servers, Business Analysis, Troubleshooting, Microsoft Certified..., Lightroom, Process Improvement, Windows, Networking, Call Centers, Project Management, ITIL, Disaster Recovery, Analysis, Change Management, IT Management, Software Documentation, SharePoint, Customer Service
Education
University of California, Santa Barbara 1983 — 1986
B.A., Business Economics
University of California, Los Angeles 1982 — 1983
undeclared
The Jewish Home of San Francisco Elder Care August 2010 - Present
You Had Me At Woof Photography by Pam Biasotti January 2009 - Present
Pam Biasotti Photography 2004 - January 2009
Computer Sciences Corporation April 2004 - July 2008
Providian Financial 1999 - 2004
Providian Financial May 1998 - May 1999
Providian Financial August 1997 - May 1998
Providian Financial July 1992 - August 1997
First Interstate Bank August 1986 - July 1992
Skills
Cross-functional Team..., System Administration, Dog Behavior, Family Photography, Active Directory, Photography, Vendor Management, Backup Solutions, Portrait Photography, Servers, Business Analysis, Troubleshooting, Microsoft Certified..., Lightroom, Process Improvement, Windows, Networking, Call Centers, Project Management, ITIL, Disaster Recovery, Analysis, Change Management, IT Management, Software Documentation, SharePoint, Customer Service
Education
University of California, Santa Barbara 1983 — 1986
B.A., Business Economics
University of California, Los Angeles 1982 — 1983
undeclared
Karr McCurdy's First Interstate Bank Experience 1986 - 1989
Job Managing Director at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank March 2006 - Present
Citigroup 1994 - March 2006
Mellon Bank 1989 - 1994
First Interstate Bank 1986 - 1989
Rosario Resources Corporation 1978 - 1985
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International finance and accounting
University of Michigan 1974 — 1978
BSc, Geological Sciences
Standard Chartered Bank March 2006 - Present
Citigroup 1994 - March 2006
Mellon Bank 1989 - 1994
First Interstate Bank 1986 - 1989
Rosario Resources Corporation 1978 - 1985
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International finance and accounting
University of Michigan 1974 — 1978
BSc, Geological Sciences
Barbara Bruser (E-mail)'s First Interstate Bank Experience 1994 - 1998
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
Timothy Morphy's First Interstate Bank Experience 1979 - 1988
Job President at First Western Trust
Industry Investment Management
Experience
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
Andrew Murphy's First Interstate Bank Experience 1986 - 1988
Job Chief Investment Officer at Woodbridge Pacific Group
Industry Real Estate
Experience
Pacific Cascade Group, an affiliate of Woodbridge Pacific Group August 2014 - Present
American Property Enterprises September 2006 - August 2014
BIA of San Diego County January 2009 - December 2009
Fieldstone Communities July 1992 - June 2006
Birtcher Real Estate Limited August 1988 - July 1992
First Interstate Bank 1986 - 1988
Skills
Land Acquisition, Construction, Product Development, Warranty, Service Delivery, Corporate Finance, Project Finance, land development, entitlements, Entitlements, Land Development, Real Estate Development, Real Estate, Real Estate Transactions, Investments, Negotiation, Residential Homes, Investment Properties, Strategic Planning, Financial Analysis, Finance, Acquisitions, Team Building, Project Management, Restructuring, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Leases, Due Diligence, Contract Negotiation, Property
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1986
MBA
University of California, Los Angeles 1980 — 1984
BA
Pacific Cascade Group, an affiliate of Woodbridge Pacific Group August 2014 - Present
American Property Enterprises September 2006 - August 2014
BIA of San Diego County January 2009 - December 2009
Fieldstone Communities July 1992 - June 2006
Birtcher Real Estate Limited August 1988 - July 1992
First Interstate Bank 1986 - 1988
Skills
Land Acquisition, Construction, Product Development, Warranty, Service Delivery, Corporate Finance, Project Finance, land development, entitlements, Entitlements, Land Development, Real Estate Development, Real Estate, Real Estate Transactions, Investments, Negotiation, Residential Homes, Investment Properties, Strategic Planning, Financial Analysis, Finance, Acquisitions, Team Building, Project Management, Restructuring, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Leases, Due Diligence, Contract Negotiation, Property
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1986
MBA
University of California, Los Angeles 1980 — 1984
BA
Laci Rathbun's First Interstate Bank Experience May 2008 - September 2010
Job CoOwner/Manager at Donation Warehouse
Industry Retail
Experience
Donation Warehouse January 2011 - Present
Town Pump March 2010 - April 2011
First Interstate Bank May 2008 - September 2010
EVE Foundation June 2006 - December 2009
Muralt's Management Company June 2007 - August 2008
Skills
Banking, Credit, Customer Service, Loans, Customer Relations, Sales, Bookkeeping, QuickBooks, Microsoft Excel, Operations Management, Marketing
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of Science, Business Marketing and Nonprofit Administration
Hellgate High School 2002 — 2006
Diploma
Donation Warehouse January 2011 - Present
Town Pump March 2010 - April 2011
First Interstate Bank May 2008 - September 2010
EVE Foundation June 2006 - December 2009
Muralt's Management Company June 2007 - August 2008
Skills
Banking, Credit, Customer Service, Loans, Customer Relations, Sales, Bookkeeping, QuickBooks, Microsoft Excel, Operations Management, Marketing
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of Science, Business Marketing and Nonprofit Administration
Hellgate High School 2002 — 2006
Diploma
Darnell Wyrick's First Interstate Bank Experience 1976 - 1991
Job Executive Sales Professional at sanofi
Industry Pharmaceuticals
Experience
Sanofi November 1992 - Present
MVCI (Mesa Verde Community, Inc.) August 2001 - April 2014
OLQA 2005 - 2014
S.P.I.N. October 1990 - November 1991
First Interstate Bank 1976 - 1991
Skills
Pulmonology, Endocrinology, Allergy, Cardiology, Infectious Diseases, Pharmaceutical Sales, Gastroenterology, Dermatology, Rheumatology, Urology, Nephrology, Pharmaceutical Industry, Neurology, OB/GYN, Diabetes, Internal Medicine, Pediatrics, Buy & Bill, Sales Operations, Hypertension, Medical Devices, Oncology, Product Launch, Sales Effectiveness, Sales Force Development, Biotechnology, Selling Skills, Managed Care, Orthopedic, Sales Presentations, Hospital Sales, ENT, Osteoporosis, Injectable, Therapeutic Areas, Market Access, Primary Care, Pain Management, Surgeons, Psychiatry, Market Development, Biologics, Business Acumen, Hospitals, Antibacterial, Family Medicine, Home Infusion, KOL development, Respiration, Women's Health
Education
University of Phoenix 2001 — 2005
BSBM, Business Management, Marketing
University of California, Los Angeles 1984 — 1985
Business Management
Sanofi November 1992 - Present
MVCI (Mesa Verde Community, Inc.) August 2001 - April 2014
OLQA 2005 - 2014
S.P.I.N. October 1990 - November 1991
First Interstate Bank 1976 - 1991
Skills
Pulmonology, Endocrinology, Allergy, Cardiology, Infectious Diseases, Pharmaceutical Sales, Gastroenterology, Dermatology, Rheumatology, Urology, Nephrology, Pharmaceutical Industry, Neurology, OB/GYN, Diabetes, Internal Medicine, Pediatrics, Buy & Bill, Sales Operations, Hypertension, Medical Devices, Oncology, Product Launch, Sales Effectiveness, Sales Force Development, Biotechnology, Selling Skills, Managed Care, Orthopedic, Sales Presentations, Hospital Sales, ENT, Osteoporosis, Injectable, Therapeutic Areas, Market Access, Primary Care, Pain Management, Surgeons, Psychiatry, Market Development, Biologics, Business Acumen, Hospitals, Antibacterial, Family Medicine, Home Infusion, KOL development, Respiration, Women's Health
Education
University of Phoenix 2001 — 2005
BSBM, Business Management, Marketing
University of California, Los Angeles 1984 — 1985
Business Management
Elaine McAnelly's First Interstate Bank Experience August 1987 - April 1990
Job Retired, volunteering and traveling
Industry Legal Services
Experience
Houston Volunteer Lawyers October 2013 - March 2014
Houston Volunteer Lawyers May 2013 - September 2013
JPMorgan Chase Bank, N.A. April 1990 - January 2013
First Interstate Bank August 1987 - April 1990
Winstead PC April 1986 - July 1987
Sheinfeld Maley & Kay August 1982 - April 1986
Haynes & Fullenweider April 1978 - July 1982
Andrews & Kurth July 1977 - April 1978
Law Office of Sarah Weddington January 1975 - November 1975
Skills
Mediation, Dispute Resolution, Bankruptcy
Education
University of Houston Law Center 1979 — 1982
JD, Law
The University of Texas at Austin 1971 — 1973
BA, Spanish/Sociology
York College 1966 — 1968
AA, Liberal Arts
Houston Volunteer Lawyers October 2013 - March 2014
Houston Volunteer Lawyers May 2013 - September 2013
JPMorgan Chase Bank, N.A. April 1990 - January 2013
First Interstate Bank August 1987 - April 1990
Winstead PC April 1986 - July 1987
Sheinfeld Maley & Kay August 1982 - April 1986
Haynes & Fullenweider April 1978 - July 1982
Andrews & Kurth July 1977 - April 1978
Law Office of Sarah Weddington January 1975 - November 1975
Skills
Mediation, Dispute Resolution, Bankruptcy
Education
University of Houston Law Center 1979 — 1982
JD, Law
The University of Texas at Austin 1971 — 1973
BA, Spanish/Sociology
York College 1966 — 1968
AA, Liberal Arts
Bill Collett's First Interstate Bank Experience June 1979 - June 1983
Job Retired
Industry Financial Services
Experience
Caffe Classico Foods, LLC January 2009 - February 2013
Dreyer's Grand Ice Cream, Inc. July 1987 - August 2007
Bankers Trust Company June 1985 - June 1987
Genstar Corporation June 1983 - June 1985
First Interstate Bank June 1979 - June 1983
Education
University of Minnesota - Carlson School of Management 1977 — 1979
MBA, Finance
University of California, Berkeley 1969 — 1972
A.B., History
Caffe Classico Foods, LLC January 2009 - February 2013
Dreyer's Grand Ice Cream, Inc. July 1987 - August 2007
Bankers Trust Company June 1985 - June 1987
Genstar Corporation June 1983 - June 1985
First Interstate Bank June 1979 - June 1983
Education
University of Minnesota - Carlson School of Management 1977 — 1979
MBA, Finance
University of California, Berkeley 1969 — 1972
A.B., History
Roxanne Baisden's First Interstate Bank Experience 1983 - 1996
Job Commercial Property Manager
Industry Real Estate
Experience
Brookhollow Management Company October 2009 - Present
Roxanne Baisden Photography 1993 - Present
Citi 1997 - 1999
Downey Savings June 1996 - October 1997
First Interstate Bank 1983 - 1996
Skills
Small Business, Customer Service, Photography, Microsoft Excel, Microsoft Office, Business Development, Loans, Cash Management, Property Management
Education
The University of South Dakota 1978 — 1983
BS, Communications, PR, Marketing
Brookhollow Management Company October 2009 - Present
Roxanne Baisden Photography 1993 - Present
Citi 1997 - 1999
Downey Savings June 1996 - October 1997
First Interstate Bank 1983 - 1996
Skills
Small Business, Customer Service, Photography, Microsoft Excel, Microsoft Office, Business Development, Loans, Cash Management, Property Management
Education
The University of South Dakota 1978 — 1983
BS, Communications, PR, Marketing
Michael C. Moorhead's First Interstate Bank Experience 1976 - 1987
Job Managing Partner at Tippett Moorhead Financial Partners
Industry Insurance
Experience
Tippett Moorhead Financial Partners May 2012 - Present
Mullin TBG 1997 - 2012
Bankers Trust 1994 - 1997
Chemical Bank 1988 - 1994
First Interstate Bank 1976 - 1987
Skills
Insurance, Business Development, Leadership, Financial Planning, New Business Development, Operations Management, Risk Managment Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Strategy, Management, Securities
Education
University of California, Los Angeles
Bachelor's degree and MBA
Tippett Moorhead Financial Partners May 2012 - Present
Mullin TBG 1997 - 2012
Bankers Trust 1994 - 1997
Chemical Bank 1988 - 1994
First Interstate Bank 1976 - 1987
Skills
Insurance, Business Development, Leadership, Financial Planning, New Business Development, Operations Management, Risk Managment Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Strategy, Management, Securities
Education
University of California, Los Angeles
Bachelor's degree and MBA
Jon Bachman's First Interstate Bank Experience January 2010 - Present
Job Personal Bank Manager at First Interstate Bank
Industry Financial Services
Experience
First Interstate Bank January 2010 - Present
Glenn C. Barber and Associates April 2009 - December 2009
GE Money Sales Finance January 2004 - February 2009
GE Money Sales Finance September 1996 - January 2004
Silverado Gaming Est. & Restaurant April 1996 - September 1996
Seeley, Inc. June 1984 - April 1996
Skills
Leadership, Credit Cards, Management, Risk Management, Accounting, Finance, Credit, Budgets, Account Reconciliation, Process Improvement
Education
The University of South Dakota 1985 — 1988
BS, Accounting
First Interstate Bank January 2010 - Present
Glenn C. Barber and Associates April 2009 - December 2009
GE Money Sales Finance January 2004 - February 2009
GE Money Sales Finance September 1996 - January 2004
Silverado Gaming Est. & Restaurant April 1996 - September 1996
Seeley, Inc. June 1984 - April 1996
Skills
Leadership, Credit Cards, Management, Risk Management, Accounting, Finance, Credit, Budgets, Account Reconciliation, Process Improvement
Education
The University of South Dakota 1985 — 1988
BS, Accounting
Earl Callison's First Interstate Bank Experience July 1986 - December 1996
Job Chief Financial Officer at Blackhawk Services
Industry Real Estate
Experience
Blackhawk Services January 1998 - Present
First Interstate Bank July 1986 - December 1996
Education
University of California, Berkeley 1977 — 1981
B.S.
Blackhawk Services January 1998 - Present
First Interstate Bank July 1986 - December 1996
Education
University of California, Berkeley 1977 — 1981
B.S.
Ted Lane, CTP's First Interstate Bank Experience December 1991 - October 1993
Job SVP and Manager of Strategic Initiatives and Treasury Management
Industry Banking
Experience
Wells Fargo June 2006 - Present
Wells Fargo Business Credit April 2003 - May 2006
Wells Fargo April 2002 - March 2003
Wells Fargo Ban October 1993 - April 2002
First Interstate Bank December 1991 - October 1993
First Interstate Bank October 1990 - December 1991
First Interstate Bank August 1989 - October 1990
Skills
Commercial Banking, Commercial Lending, Treasury Management, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Cash Management, Asset Based Lending, Structured Finance, Cross Selling, Small Business Lending, Strategy, Relationship Management, Commercial Mortgages, Investment Banking, Treasury Services, Cash Flow Lending, Business Development, Investments, Risk Management, Product Development, Factoring, Capital Markets, Financial Services, Middle Market, Loan Origination, Corporate Finance, Lines Of Credit, Wealth Management, Financial Institutions, Mergers, Customer Relations, Strategic Planning, Underwriting, Financial Analysis, Credit Risk, Financial Modeling, Change Management, Visionary, Executive Management, Public Speaking, Strategic Leadership, Cross-functional Team..., Bank Mergers, Acquisition Integration, Leadership, Customer Service, Mergers & Acquisitions
Education
Thunderbird School of Global Management 2000 — 2000
Certificate, Global Leadership
University of Nevada Las Vegas Lee Business School 1985 — 1989
Business, Economics, Finance
Wells Fargo June 2006 - Present
Wells Fargo Business Credit April 2003 - May 2006
Wells Fargo April 2002 - March 2003
Wells Fargo Ban October 1993 - April 2002
First Interstate Bank December 1991 - October 1993
First Interstate Bank October 1990 - December 1991
First Interstate Bank August 1989 - October 1990
Skills
Commercial Banking, Commercial Lending, Treasury Management, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Cash Management, Asset Based Lending, Structured Finance, Cross Selling, Small Business Lending, Strategy, Relationship Management, Commercial Mortgages, Investment Banking, Treasury Services, Cash Flow Lending, Business Development, Investments, Risk Management, Product Development, Factoring, Capital Markets, Financial Services, Middle Market, Loan Origination, Corporate Finance, Lines Of Credit, Wealth Management, Financial Institutions, Mergers, Customer Relations, Strategic Planning, Underwriting, Financial Analysis, Credit Risk, Financial Modeling, Change Management, Visionary, Executive Management, Public Speaking, Strategic Leadership, Cross-functional Team..., Bank Mergers, Acquisition Integration, Leadership, Customer Service, Mergers & Acquisitions
Education
Thunderbird School of Global Management 2000 — 2000
Certificate, Global Leadership
University of Nevada Las Vegas Lee Business School 1985 — 1989
Business, Economics, Finance
Janette Nardoni's First Interstate Bank Experience 1986 - 1988
Job Financial and Management Consulting
Industry Financial Services
Experience
Max Nardoni & Associates August 2008 - Present
BP 1999 - 2008
ARCO 1988 - 1999
First Interstate Bank 1986 - 1988
ARCO 1980 - 1985
Skills
Financial Analysis, Project Management
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1978 — 1980
BS - Business Administration, Finance
University of Arkansas 1976 — 1978
Undegraduate Studies
Max Nardoni & Associates August 2008 - Present
BP 1999 - 2008
ARCO 1988 - 1999
First Interstate Bank 1986 - 1988
ARCO 1980 - 1985
Skills
Financial Analysis, Project Management
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1978 — 1980
BS - Business Administration, Finance
University of Arkansas 1976 — 1978
Undegraduate Studies
Jodie Widaseck's First Interstate Bank Experience 1987 - 1989
Job Real Estate Broker / Trump International Realty, Charlotte
Industry Real Estate
Experience
Trump International Realty 2008 - Present
Washington Mutual 2004 - 2008
Washington Mutual 2001 - 2004
WM Financial Services 1993 - 2001
First Interstate Bank 1987 - 1989
Skills
CRM, Banking, Project Management, Sales Management, Leadership, Investments, Business Development, Management, Investment Properties, Sales, Mortgage Lending, Loans, Real Estate, FHA, Real Estate Transactions, Customer Service, Refinance, First Time Home Buyers, REO, Foreclosures, Residential Mortgages, Referrals, Mortgage Banking, Investors, Residential Homes
Education
University of California, Los Angeles
Trump International Realty 2008 - Present
Washington Mutual 2004 - 2008
Washington Mutual 2001 - 2004
WM Financial Services 1993 - 2001
First Interstate Bank 1987 - 1989
Skills
CRM, Banking, Project Management, Sales Management, Leadership, Investments, Business Development, Management, Investment Properties, Sales, Mortgage Lending, Loans, Real Estate, FHA, Real Estate Transactions, Customer Service, Refinance, First Time Home Buyers, REO, Foreclosures, Residential Mortgages, Referrals, Mortgage Banking, Investors, Residential Homes
Education
University of California, Los Angeles
Tom Butorac's First Interstate Bank Experience December 1982 - Present
Job vice president at First Interstate Bank
Industry Banking
Experience
First Interstate Bank December 1982 - Present
Education
University of Washington 1985 — 1987
PCBS, Banking
The University of Montana - School of Business Administration 1969 — 1972
B.S. 1972, accounting
First Interstate Bank December 1982 - Present
Education
University of Washington 1985 — 1987
PCBS, Banking
The University of Montana - School of Business Administration 1969 — 1972
B.S. 1972, accounting
Marsha Tamalii's First Interstate Bank Experience 1968 - 1984
Job Migration Project Manager and Complex Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wells Fargo 1996 - May 2009
Wells Fargo Bank March 1997 - April 2009
Big Brothers Big Sisters of Honolulu February 1993 - June 1995
First Interstate Bank of Hawaii April 1986 - February 1992
Bank of Hawaii April 1984 - February 1986
First Interstate Bank 1968 - 1984
Education
University of California, Los Angeles 1976 — 1978
BA, Finance
Wells Fargo January 2009 - Present
Wells Fargo 1996 - May 2009
Wells Fargo Bank March 1997 - April 2009
Big Brothers Big Sisters of Honolulu February 1993 - June 1995
First Interstate Bank of Hawaii April 1986 - February 1992
Bank of Hawaii April 1984 - February 1986
First Interstate Bank 1968 - 1984
Education
University of California, Los Angeles 1976 — 1978
BA, Finance
Steve Mauer, CPA, CGMA, FVS's First Interstate Bank Experience January 2000 - January 2008
Job MauerPower Consulting, LLC
Industry Accounting
Experience
MauerPower Consulting June 2009 - Present
S.G. Long Financial Services Corporation May 2012 - May 2013
Missoula Area Chamber of Commerce September 2011 - May 2012
Wells Fargo Bank May 2008 - June 2009
First Interstate Bank January 2000 - January 2008
Kampgrounds of America, Inc January 1996 - January 2000
Piper Jaffray, Inc January 1993 - January 1996
Teacher's Insurance Annuity Association- College Retirement Equities Fund January 1988 - January 1993
Skills
Portfolio Management, Investments, Financial Accounting, Strategic Analysis, Project Management, Relationship Management, Financial Analysis, Market Development, Market Analysis, Business Analytics, Coaching, Brand Management, Management Accounting, Series 7 and 66 licensed, Risk Management, Business Development, Management, New Business Development, Business Analysis, Cross-functional Team..., Marketing, Product Marketing, Sales Process, Accounting, CFO by the hour, Forecasting
Education
The University of Montana - School of Business Administration 2009 — 2010
Accounting
Cannon Financial Institute 2001 — 2002
CTFA, Financial Planning
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
The University of Montana 1983 — 1987
BA, Psychology
The University of Montana - School of Business Administration 1983 — 1987
BS, Marketing
MauerPower Consulting June 2009 - Present
S.G. Long Financial Services Corporation May 2012 - May 2013
Missoula Area Chamber of Commerce September 2011 - May 2012
Wells Fargo Bank May 2008 - June 2009
First Interstate Bank January 2000 - January 2008
Kampgrounds of America, Inc January 1996 - January 2000
Piper Jaffray, Inc January 1993 - January 1996
Teacher's Insurance Annuity Association- College Retirement Equities Fund January 1988 - January 1993
Skills
Portfolio Management, Investments, Financial Accounting, Strategic Analysis, Project Management, Relationship Management, Financial Analysis, Market Development, Market Analysis, Business Analytics, Coaching, Brand Management, Management Accounting, Series 7 and 66 licensed, Risk Management, Business Development, Management, New Business Development, Business Analysis, Cross-functional Team..., Marketing, Product Marketing, Sales Process, Accounting, CFO by the hour, Forecasting
Education
The University of Montana - School of Business Administration 2009 — 2010
Accounting
Cannon Financial Institute 2001 — 2002
CTFA, Financial Planning
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
The University of Montana 1983 — 1987
BA, Psychology
The University of Montana - School of Business Administration 1983 — 1987
BS, Marketing
Philip Daugherty's First Interstate Bank Experience May 1978 - May 1984
Job Vice President at US Bank
Industry Banking
Experience
US Bank Vice PresidentManufacturers Hanover TrustMay 1984 - July 1990
First Interstate Bank May 1978 - May 1984
Education
The University of Southern Mississippi 1971 — 1975
MBA, Marketing
US Bank Vice PresidentManufacturers Hanover TrustMay 1984 - July 1990
First Interstate Bank May 1978 - May 1984
Education
The University of Southern Mississippi 1971 — 1975
MBA, Marketing
Cressa Cruzan's First Interstate Bank Experience January 1990 - January 1995
Job Agent at First Team Real Estate
Industry Real Estate
Experience
First Team Real Estate June 2008 - Present
Indymac Bank May 1996 - December 2007
Wells Fargo January 1995 - May 1996
First Interstate Bank January 1990 - January 1995
United States Congress June 1989 - September 1989
Skills
Management, Residential Homes, Loans, Analysis, Contract Negotiation, Strategic Planning, Real Estate Transactions, Real Estate, Team Building, Budgets, Customer Service, Construction Loans, Portfolio Management, CRM, Credit, Commercial Real Estate, Finance, Underwriting, Business Development, Strategy, Commercial Mortgages
Education
University of California, Los Angeles 1985 — 1989
BA, Economics
First Team Real Estate June 2008 - Present
Indymac Bank May 1996 - December 2007
Wells Fargo January 1995 - May 1996
First Interstate Bank January 1990 - January 1995
United States Congress June 1989 - September 1989
Skills
Management, Residential Homes, Loans, Analysis, Contract Negotiation, Strategic Planning, Real Estate Transactions, Real Estate, Team Building, Budgets, Customer Service, Construction Loans, Portfolio Management, CRM, Credit, Commercial Real Estate, Finance, Underwriting, Business Development, Strategy, Commercial Mortgages
Education
University of California, Los Angeles 1985 — 1989
BA, Economics
Michele Maslow's First Interstate Bank Experience March 1986 - April 1996
Job Chief Financial Officer at City National Securities, Inc.
Industry Banking
Experience
City National Bank March 1998 - Present
City National Securities, Inc. March 1998 - Present
City National Bank 1998 - 2010
Great Western Bank/Washington Mutual April 1996 - February 1998
First Interstate Bank March 1986 - April 1996
Skills
Wealth Management, Banking, Financial Analysis, Corporate Finance, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Treasury Management, Mergers & Acquisitions, Portfolio Management, Compliance, Asset Management, Cash Management, Asset Managment, Auditing, Process Improvement
Education
University of California, Los Angeles
BA, Business - Economics
University of Southern California
MBA, Finance - Management
City National Bank March 1998 - Present
City National Securities, Inc. March 1998 - Present
City National Bank 1998 - 2010
Great Western Bank/Washington Mutual April 1996 - February 1998
First Interstate Bank March 1986 - April 1996
Skills
Wealth Management, Banking, Financial Analysis, Corporate Finance, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Treasury Management, Mergers & Acquisitions, Portfolio Management, Compliance, Asset Management, Cash Management, Asset Managment, Auditing, Process Improvement
Education
University of California, Los Angeles
BA, Business - Economics
University of Southern California
MBA, Finance - Management
Adam Millstein's First Interstate Bank Experience April 1992 - September 1996
Job SVP, National Wholesale Lending
Industry Financial Services
Experience
CMG Financial June 2012 - Present
MetLife Home Loans January 2011 - May 2011
MetLife Home Loans (formally First Horizon Home Loans) January 2010 - December 2010
First Horizon Home Loans (formally Sunbelt National Mortgage) January 2000 - January 2010
Sunbelt National Mortgage, A Division of First Tennessee Mortgage October 1996 - December 1999
First Interstate Bank April 1992 - September 1996
Skills
Loans, Mortgage Banking, Project Planning, Credit, Mortgage Lending, Construction Loans, Sales Management, Finance, Sales, Refinance, Credit Analysis, FHA financing, Underwriting, Credit Risk, Strategic Planning, Banking, Risk Management, Process Improvement, CRM, P&L Management, Loan Servicing, Budgets, Certified Mortgage..., Management, Coaching, Real Estate, Commercial Lending, Executive Management, Loss Mitigation, Government Loans, Insurance, FHA Financing
Education
University of Arizona 1987 — 1991
Finance
CMG Financial June 2012 - Present
MetLife Home Loans January 2011 - May 2011
MetLife Home Loans (formally First Horizon Home Loans) January 2010 - December 2010
First Horizon Home Loans (formally Sunbelt National Mortgage) January 2000 - January 2010
Sunbelt National Mortgage, A Division of First Tennessee Mortgage October 1996 - December 1999
First Interstate Bank April 1992 - September 1996
Skills
Loans, Mortgage Banking, Project Planning, Credit, Mortgage Lending, Construction Loans, Sales Management, Finance, Sales, Refinance, Credit Analysis, FHA financing, Underwriting, Credit Risk, Strategic Planning, Banking, Risk Management, Process Improvement, CRM, P&L Management, Loan Servicing, Budgets, Certified Mortgage..., Management, Coaching, Real Estate, Commercial Lending, Executive Management, Loss Mitigation, Government Loans, Insurance, FHA Financing
Education
University of Arizona 1987 — 1991
Finance
Mary Dorn's First Interstate Bank Experience June 1983 - March 1996
Job Lead Project Manager at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT May 2013 - Present
Insight Global April 2012 - April 2013
Kaiser Permanente IT October 2009 - August 2011
Kaiser Permanente IT May 2006 - October 2009
Kaiser Permanente IT April 2004 - April 2006
Kaiser Permanente IT April 2003 - March 2004
Kaiser Permanente IT February 1999 - March 2003
SMCI - Kaiser Permanente February 1999 - June 2000
Home Savings of America April 1996 - December 1999
First Interstate Bank June 1983 - March 1996
Skills
MS Office Tools (Word,..., Visio, Vendor Management, IT Management, Documentation, Analysis, Software Implementation, SDLC, Healthcare IT, MS Project, Software Project..., Process Improvement, Deployment, Process Engineering, ITIL, Business Analysis, Requirements Analysis, Project Planning, SharePoint, Integration, Metrics, Cross-functional Team..., Requirements Gathering, Change Management, HIPAA, Process Development, Business Process..., EMR, Business Process, IT Operations, Quality Assurance, Team Leadership, Systems Analysis, Project Execution, Program Management, Resource Management, Project Management, Healthcare Information..., Software Documentation, System Deployment, Data Center, PMO, Process Simulation, PMP, IT Service Management, Software Development, Project Portfolio..., Leadership, IT Strategy, Information Technology
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
University of California, Irvine 1979 — 1983
BA, Economics
Kaiser Permanente IT May 2013 - Present
Insight Global April 2012 - April 2013
Kaiser Permanente IT October 2009 - August 2011
Kaiser Permanente IT May 2006 - October 2009
Kaiser Permanente IT April 2004 - April 2006
Kaiser Permanente IT April 2003 - March 2004
Kaiser Permanente IT February 1999 - March 2003
SMCI - Kaiser Permanente February 1999 - June 2000
Home Savings of America April 1996 - December 1999
First Interstate Bank June 1983 - March 1996
Skills
MS Office Tools (Word,..., Visio, Vendor Management, IT Management, Documentation, Analysis, Software Implementation, SDLC, Healthcare IT, MS Project, Software Project..., Process Improvement, Deployment, Process Engineering, ITIL, Business Analysis, Requirements Analysis, Project Planning, SharePoint, Integration, Metrics, Cross-functional Team..., Requirements Gathering, Change Management, HIPAA, Process Development, Business Process..., EMR, Business Process, IT Operations, Quality Assurance, Team Leadership, Systems Analysis, Project Execution, Program Management, Resource Management, Project Management, Healthcare Information..., Software Documentation, System Deployment, Data Center, PMO, Process Simulation, PMP, IT Service Management, Software Development, Project Portfolio..., Leadership, IT Strategy, Information Technology
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
University of California, Irvine 1979 — 1983
BA, Economics
Jordan Baigas's First Interstate Bank Experience June 2007 - December 2007
Job Implementation Project Workflow Coordinator at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - Present
Jami Masters' School of Dance, Ltd 2010 - Present
Ross Tax & Accounting Co. January 2008 - June 2012
First Interstate Bank June 2007 - December 2007
David H. Arrington OIl and Gas, Inc May 2006 - June 2007
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Account Reconciliation, QuickBooks, Accounting, Payroll, Social Media, Microsoft Word, Financial Reporting, Bookkeeping, Social Media Marketing, Leadership, PowerPoint, Financial Analysis, Photoshop, Event Management, Event Planning
Education
University of Alabama 2002 — 2006
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - Present
Jami Masters' School of Dance, Ltd 2010 - Present
Ross Tax & Accounting Co. January 2008 - June 2012
First Interstate Bank June 2007 - December 2007
David H. Arrington OIl and Gas, Inc May 2006 - June 2007
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Account Reconciliation, QuickBooks, Accounting, Payroll, Social Media, Microsoft Word, Financial Reporting, Bookkeeping, Social Media Marketing, Leadership, PowerPoint, Financial Analysis, Photoshop, Event Management, Event Planning
Education
University of Alabama 2002 — 2006
Barbara Davey's First Interstate Bank Experience January 1993 - April 1996
Job Credit Concurrence Officer at Bank of Texas
Industry Banking
Experience
Bank of Texas August 2005 - Present
Wells Fargo May 1996 - July 2005
Wells Fargo Bank 1993 - 2005
First Interstate Bank January 1993 - April 1996
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting-Finance
Tulane University
Master of Arts, Latin American Studies
Bank of Texas August 2005 - Present
Wells Fargo May 1996 - July 2005
Wells Fargo Bank 1993 - 2005
First Interstate Bank January 1993 - April 1996
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting-Finance
Tulane University
Master of Arts, Latin American Studies
Loren Zahn's First Interstate Bank Experience October 2012 - Present
Job Commercial Loan Officer , VP
Industry Banking
Experience
First Interstate Bank October 2012 - Present
Bank of the Rockies December 2005 - October 2012
Wells Fargo Bank June 1994 - December 2005
Skills
Loan Origination, Loans, Mortgage Lending, Investment Properties, Credit, FHA, Banking, Real Estate, Residential Mortgages, Mortgage Banking, Credit Analysis, Refinance
Education
The University of North Dakota 1989 — 1994
B. A., Banking and Finance
First Interstate Bank October 2012 - Present
Bank of the Rockies December 2005 - October 2012
Wells Fargo Bank June 1994 - December 2005
Skills
Loan Origination, Loans, Mortgage Lending, Investment Properties, Credit, FHA, Banking, Real Estate, Residential Mortgages, Mortgage Banking, Credit Analysis, Refinance
Education
The University of North Dakota 1989 — 1994
B. A., Banking and Finance
Stephen Puckett, CCP's First Interstate Bank Experience May 1990 - April 1995
Job Lead Appl Programmer Analyst at Key Bank
Industry Banking
Experience
Key Bank August 1999 - Present
Standard Insurance Company May 1997 - May 1999
Key Bank April 1995 - May 1997
First Interstate Bank May 1990 - April 1995
Capgemini September 1988 - May 1990
Saudi Petrochemical Company (SADAF) April 1986 - May 1988
IT Contractor June 1983 - March 1986
Skills
VSAM, MVS, CICS, DB2, SQL
Education
The University of Texas at Austin
BA, Computer Science
Key Bank August 1999 - Present
Standard Insurance Company May 1997 - May 1999
Key Bank April 1995 - May 1997
First Interstate Bank May 1990 - April 1995
Capgemini September 1988 - May 1990
Saudi Petrochemical Company (SADAF) April 1986 - May 1988
IT Contractor June 1983 - March 1986
Skills
VSAM, MVS, CICS, DB2, SQL
Education
The University of Texas at Austin
BA, Computer Science
Ralph Roman's First Interstate Bank Experience December 1981 - July 1996
Job Banking Professional
Industry Banking
Experience
Legacy Fight Gear, LLC May 2010 - March 2011
Legacy Financial Consulting, LLC March 2009 - April 2010
Washinton Mutural Bank June 2008 - January 2009
First Financial Credit Union January 1997 - July 2007
First Financial Credit Union 1997 - 2007
First Financial Credit Union 1997 - 2007
First Interstate Bank December 1981 - July 1996
Skills
Sales Presentations, Sales Management, Loans, Risk Management
Education
University of California, Los Angeles
Legacy Fight Gear, LLC May 2010 - March 2011
Legacy Financial Consulting, LLC March 2009 - April 2010
Washinton Mutural Bank June 2008 - January 2009
First Financial Credit Union January 1997 - July 2007
First Financial Credit Union 1997 - 2007
First Financial Credit Union 1997 - 2007
First Interstate Bank December 1981 - July 1996
Skills
Sales Presentations, Sales Management, Loans, Risk Management
Education
University of California, Los Angeles
Tyler Wink's First Interstate Bank Experience January 2014 - Present
Job Financial Analyst II at First Interstate Bank
Industry Banking
Experience
First Interstate Bank January 2014 - Present
Spy Optic October 2012 - September 2013
BeyondTrust September 2011 - October 2012
HERAE May 2010 - September 2011
MedImpact November 2008 - May 2010
Sharyn Rogers Accounting, CPA July 2006 - September 2008
Skills
GAAP, Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, Revenue Recognition, Financial Analysis, Auditing, Financial Modeling, Consolidation, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Forecasting
Education
The University of Montana - School of Business Administration 2002 — 2007
Bachelor of Science (BS), Accounting and Finance
First Interstate Bank January 2014 - Present
Spy Optic October 2012 - September 2013
BeyondTrust September 2011 - October 2012
HERAE May 2010 - September 2011
MedImpact November 2008 - May 2010
Sharyn Rogers Accounting, CPA July 2006 - September 2008
Skills
GAAP, Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, Revenue Recognition, Financial Analysis, Auditing, Financial Modeling, Consolidation, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Forecasting
Education
The University of Montana - School of Business Administration 2002 — 2007
Bachelor of Science (BS), Accounting and Finance
William Canavan's First Interstate Bank Experience 1986 - 1995
Job Director at Deloitte Financial Advisory Services LLP
Industry Construction
Experience
Deloitte Financial Advisory Services LLP August 1995 - Present
First Interstate Bank 1986 - 1995
O'Keeffe's, Inc 1983 - 1986
Skills
Construction, Construction Management, Contract Management, Strategic Planning, Contract Negotiation, Project Management, Budgets, Negotiation, Change Management, Business Strategy, Due Diligence, Project Planning
Education
UCLA
MBA, Finance & Real Estate
Yale University
BA
Deloitte Financial Advisory Services LLP August 1995 - Present
First Interstate Bank 1986 - 1995
O'Keeffe's, Inc 1983 - 1986
Skills
Construction, Construction Management, Contract Management, Strategic Planning, Contract Negotiation, Project Management, Budgets, Negotiation, Change Management, Business Strategy, Due Diligence, Project Planning
Education
UCLA
MBA, Finance & Real Estate
Yale University
BA
may volkman's First Interstate Bank Experience 1978 - 1982
Job Vice President, Global Head of Trade Finance at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International July 2013 - Present
Westport Petroleum, Inc 1990 - Present
Far East National Bank 1988 - 1990
Pilot Petroleum, Inc. 1982 - 1988
First Interstate Bank 1978 - 1982
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Banking, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Budgets, Credit, Trading, Risk Management, Finance, Cash Management
Education
UC Berkeley
Master of Business Administration (MBA), International Finance
Castleton Commodities International July 2013 - Present
Westport Petroleum, Inc 1990 - Present
Far East National Bank 1988 - 1990
Pilot Petroleum, Inc. 1982 - 1988
First Interstate Bank 1978 - 1982
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Banking, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Budgets, Credit, Trading, Risk Management, Finance, Cash Management
Education
UC Berkeley
Master of Business Administration (MBA), International Finance
Cheryl Heiller Knebel's First Interstate Bank Experience 1991 - 1993
Job Accounting/Bookkeeping
Industry Accounting
Experience
First Interstate Bank 1991 - 1993
First Interstate Bank August 1989 - August 1991
Skills
Budgets, PowerPoint, Psychology, Microsoft Office, Photoshop, Creative Writing, Microsoft Word, Customer Service, Microsoft Excel, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Accounting, Business Law
Education
Mira Costa Community College 2012 — 2014
Certificate of Proficiency, Accounting and Bookkeeping
UCSD 1994 — 1996
Certificate, Kinesiology and Exercise Science
UCLA 1984 — 1989
Psychology
First Interstate Bank 1991 - 1993
First Interstate Bank August 1989 - August 1991
Skills
Budgets, PowerPoint, Psychology, Microsoft Office, Photoshop, Creative Writing, Microsoft Word, Customer Service, Microsoft Excel, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Accounting, Business Law
Education
Mira Costa Community College 2012 — 2014
Certificate of Proficiency, Accounting and Bookkeeping
UCSD 1994 — 1996
Certificate, Kinesiology and Exercise Science
UCLA 1984 — 1989
Psychology
Katie Edwards's First Interstate Bank Experience July 2007 - Present
Job Assistant Vice President at First Interstate Bank
Industry Banking
Experience
First Interstate Bank July 2007 - Present
Education
Pacific Coast Banking School 2011 — 2014
Master's Degree, Banking
The University of Montana - School of Business Administration 2002 — 2007
Bachelor's Degree, Finance, General
University of Montana 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Interstate Bank July 2007 - Present
Education
Pacific Coast Banking School 2011 — 2014
Master's Degree, Banking
The University of Montana - School of Business Administration 2002 — 2007
Bachelor's Degree, Finance, General
University of Montana 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank