First Interstate Bank/Wells Fargo
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First Interstate Bank/Wells Fargo Employees
Well Fargo / Sterling Bank August 1971 - Present
Well Fargo / Sterling Bank August 1971 - Present
Sterling Savings Bank November 1998 - November 2005
First Interstate Bank/Wells Fargo 1971 - 1998
Skills
Customer Service, Excel, Customer Relations, Microsoft Office, Word, Call Centers, Banking, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Relationship Management, Mortgage Banking, Loan Origination
Education
Madison High School, Portland, OR 1964 — 1967
Southern Oregon University
SunTrust Bank June 2005 - Present
SunTrust Bank August 2010 - Present
The Federal Reserve Bank of Atlanta September 2000 - June 2005
MARINA Capital May 1992 - October 2000
First Interstate Bank/Wells Fargo October 1992 - May 1995
Bank of New England/Fleet National Bank July 1988 - May 1992
HSBC (formerly Marine Midland Bank) May 1987 - September 1987
Skills
Loans, Credit, Banking, Risk Management, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Risk, Finance, Interest Rate Risk..., Asset Management, Real Estate Economics, Due Diligence, Capital Markets, Investments, Employee Training, Regulatory Requirements, Real Estate Finance, Corporate Lending, Loan Documentation, Training & Development
Education
Morehouse College 1978 — 1982
B.A., Finance & Accounting
Clark Atlanta University 1986 — 1988
M.B.A., Finance & Accounting
Umpqua Bank April 2014 - Present
Sterling Bank January 2013 - April 2014
KeyBank March 2002 - December 2012
Keybank March 2002 - May 2012
Centennial Bank October 2000 - March 2002
Bank of America November 1995 - October 2000
First Interstate Bank/Wells Fargo March 1985 - November 1995
Skills
Portfolio Management, Cash Management, Credit Risk, Relationship Management, Retail Banking, Financial Analysis, Loan Origination, Deposits, Commercial Lending, Finance, Strategic Financial..., Cash Flow Lending, Treasury Services, Merchant Services, Banking Relationships, Financial Services, Construction Loans, Small Business, Real Estate Financing, Cash Flow, Financial Reporting, Refinance, Middle Market, Financial Risk, Working Capital..., Home Equity Loans, Financial Structuring, Sales, Business Relationship..., Leadership, Cross Selling, Commercial Real Estate, Corporate Finance, Asset Management, Loans, Banking, Commercial Banking, Credit, Credit Analysis, Small Business Lending, Financial Planning
Education
PCBS 95 1993 — 1995
Certificate of Completion, Bank Finance, Management and Operations
Lane Community College
Business Administration and Management, General
University of Oregon
Accounting and Business/Management
Southwest Corporate FCU August 2004 - October 2010
J P Morgan Chase Bank April 2002 - July 2004
Electronic Data Services April 1998 - March 2002
SouthWestern Automated Clearing House Association January 1993 - January 1998
First Interstate Bank/Wells Fargo 1987 - 1991
Republic Bank? 1985 - 1987
Education
Southern Methodist University
BBA, Marketing
The University of Dallas
MBA, Business
Delta Air Lines April 1990 - Present
The Terraces of Boise July 2009 - March 2014
First Interstate Bank/Wells Fargo 1988 - 1990
Gardner Advertising 1986 - 1988
Skills
Community Relations, Event Planning, Media Relations, Public Relations, Public Speaking, Community Development, Leadership, Strategic Planning, Marketing, Community Outreach, Organizational..., Customer Service, Nonprofits, Volunteer Management, Fundraising, Social Networking, Strategic Communications, Event Management
Education
California State University-Fresno
BA, Journalism, Public Relations, Marketing
Point Loma Nazarene University
BA, Education
MidFirst Bank 2006 - Present
FINOVA Capital Corporation 1997 - 2005
First Interstate Bank/Wells Fargo 1984 - 1997
Skills
Financial Analysis, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Loans, Credit, Cash Management, Credit Risk, Finance, Loan Origination, Risk Management, Small Business Lending, Underwriting
Education
Arizona State University 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
University of Arizona 1980 — 1984
Bachelor of Arts (B.A.), Accounting and political science
McKenzie Valley Federal Credit Union December 2010 - Present
McKenzie Valley Federal Credit Union December 2010 - Present
KeyBank June 2006 - December 2010
Linn-Co Federal Credit Union June 1997 - June 2006
First Interstate Bank/Wells Fargo November 1983 - June 1997
Skills
Commercial Lending, Strategy, Sales
Education
High School Graduate - Lebanon Union High School
American Institute of Banking
Linn-Benton Community College
Western CUNA Management SchoolPamona College
Kaiser Permanente January 2009 - Present
Indymac Bank January 2001 - September 2008
The Money Store/Frist Union December 1996 - December 2000
First Interstate Bank/Wells Fargo July 1994 - September 1996
Education
California State University-Chico
Bachelor of Arts, History
Low & Archibald Real Estate Group, Inc. July 2002 - Present
Werdin Corporation 1999 - 2002
Tokai Bank, LTD 1997 - 1998
First Interstate Bank/Wells Fargo 1995 - 1996
The Koll Company 1991 - 1995
Skills
Asset Managment, Acquisitions, Due Diligence, Investment Properties, Real Estate, Commercial Real Estate..., Asset Management, Finance, Real Estate Development, Real Estate Economics, Private Equity, Commercial Real Estate, Disposition, Joint Ventures, Portfolio Management, Negotiation, Investors, Credit, Property, Business Planning, Valuation, Entitlements, Investments, Mergers & Acquisitions, Real Estate Financing, Financial Modeling, Real Estate Transactions, Leases, Loans, Property Management, Equities, Financial Structuring, Financial Analysis, Venture Capital, Corporate Real Estate, Restructuring, Brokerage, Corporate Finance, Mortgage Lending, Funding, Management, Dispositions
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Finance & Accounting
University of California, Los Angeles 1981 — 1986
BS, Economics
Judith Grillo Consulting October 2000 - Present
Fidelity Investments April 1998 - June 1999
Cimmaron Group/CBO Communications April 1996 - April 1998
Dunn Reber Glen Marz February 1994 - April 1996
The Martin Agency September 1993 - December 1993
CIGNA Healthcare February 1990 - March 1991
First Interstate Bank/Wells Fargo January 1985 - December 1990
Skills
Market Research, Strategic Planning, Marketing, Advertising, Public Speaking, Non-profits, Fundraising, Program Management, Coaching, Marketing Strategy, Management, Promotions, Strategy, Business Strategy, Competitive Analysis, CRM, Program Development, Curriculum Development, Management Consulting, Team Leadership, Nonprofits, Leadership, Entrepreneurship, Team Building, Leadership Development, Training
Education
Central Connecticut State University
MS, Education
Ohio University
BS, Family/Consumer Science
Ohio University
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Wells Fargo Private Bank October 1998 - Present
Wells Fargo Private Bank 1997 - 1998
First Interstate Bank/Wells Fargo 1996 - 1997
First Interstate Bank/Wells Fargo 1995 - 1996
Skills
Series 7, Life Insurance, Wealth Management, Series 63, Retirement Planning, Credit Analysis, Credit, Private Banking, Relationship Management, Investments, Wealth Management..., Strategic Financial..., Investment Management, Financial Planning
Education
Idaho State University 1985 — 1989
BBA, Marketing
2009-Licenced April 2009 - Present
eXp Realty April 2009 - June 2015
Buyer Tours Real Estate April 2009 - November 2009
Independent April 2007 - September 2008
First Heritage Bank April 2007 - September 2008
Frontier Bank January 1999 - January 2007
American Income Life Insurance Company January 1998 - January 1999
North Sound Bank January 1996 - January 1998
First Interstate Bank/Wells Fargo January 1979 - January 1996
Skills
Real Estate, Residential, Investments, Selling, Relocation, Purchasing, Investment Properties, First Time Home Buyers, Customer Relations, Customer Service, Negotiation, Real Estate Development, Commercial Real Estate, Residential Homes, Referrals, Sellers, Investors, Foreclosures, Single Family Homes, REO, Loans
Education
Central Washington University
Finance
University of Washington, Seattle Campus
University of Washington, Tacoma Campus
Liberal Studies; Pacific Rim
JPMorgan Chase May 2014 - Present
JP Morgan Chase October 2010 - May 2014
JPMorgan Chase May 2005 - January 2010
JP Morgan Chase March 2005 - January 2010
BankOne 1998 - 2004
J.D. Carreker June 1997 - May 1998
Systems Experience September 1996 - May 1997
First Interstate Bank/Wells Fargo November 1993 - August 1996
Shawmut Bank July 1987 - November 1993
American Savings and Loan 1986 - 1987
Skills
Process Improvement, Risk Management, Enterprise Architecture, Financial Services, IT Strategy, Banking, Software Development, Disaster Recovery, Strategy, Vendor Management, Transaction Processing, SDLC, Payments, Business Analysis, Enterprise Software, Management, Mergers & Acquisitions, Program Management, Requirements Analysis, Project Portfolio..., Integration, Portfolio Management
Education
Coleman College
San Diego State University-California State University
Grandpoint Bank 2008 - 2010
City National Bank 1998 - 2007
City National Bank 1998 - 2007
First Interstate Bank 1984 - 1996
First Interstate Bank/Wells Fargo 1984 - 1992
Education
Oklahoma State University 1968 — 1974
B.S. & M.S.
City of Henderson Customer Service SpecialistCity of HendersonAugust 2006 - Present
Silver State Bank February 1998 - January 2005
First Interstate Bank/Wells Fargo October 1984 - February 1998
Education
College of Southern Nevada
Business
Jordan School District August 2008 - Present
Leather Now LLC April 2006 - April 2008
Murray City Corporation November 1996 - May 1997
First Interstate Bank/Wells Fargo 1977 - 1995
Skills
Accounting, Invoicing, General Ledger, Fraud, Bookkeeping, Financial Risk, Marketing, Tutoring, Classroom, Curriculum Design, Lesson Planning, Literacy, Microsoft Excel, Microsoft Word, Microsoft Office, Settlement, Inventory Management, Financial Reporting, Financial Analysis, Banking, Customer Service, Finance, Bank Reconciliation
Education
American InterContinental University 2005 — 2006
Bachelor of Business Administration, Accounting and Finance
Salt Lake Community College 1995 — 1996
Associates of Science, EHMT
AllMed Healthcare Management September 2013 - Present
Energy Trust of Oregon April 2012 - Present
Columbia Ultimate2008 March 2008 - April 2012
Genesis Financial Services2006-2008 January 2006 - February 2008
Household Finance January 1999 - January 2006
HSBC/Household International/Renaissance Holdings January 1998 - January 2006
HSBC 1998 - 2006
Renaissance Financial Services January 1998 - January 1999
Wells Fargo January 1996 - January 1998
First Interstate Bank/Wells Fargo January 1994 - January 1998
Skills
Advanced SQL, Advanced Report..., Advanced Data Analysis, Data Analysis, Visio
Education
Portland State University 1985 — 1988
Bachelor of Science, Mathematics
Portland State University
Bachelor of Science, Economics