First Republic Bank
Industry: Business bank
DescriptionFirst Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele. Headquarters: San Francisco, California, United States Customer service: 00 1 415-288-7598 Assets under management: 121.1 billion USD (2018) Total assets: 93.8 billion USD (2018) Subsidiaries: FIRST REPUBLIC INVESTMENT MANAGEMENT INC,
First Republic Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Republic Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,702 First Republic Bank employees in database. Find out everything there's to know about First Republic 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 Republic Bank Employees
First Republic Bank 2013 - Present
First Republic Bank 2006 - 2013
Skills
Banking, Relationship Management, Event Planning, Customer Service, Project Management, Office Management, Event Management, Loans, Wealth Management, Financial Analysis, Financial Services, Marketing, Training, Management, Leadership, Private Banking, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship
San Francisco Conservatory of Music 2005 — 2006
Trombone Performance
Indiana University Bloomington 2001 — 2005
Bachelor of Music, Trombone Performance
City National Bank May 2014 - Present
Wells Fargo Bank November 2003 - April 2014
First Republic Bank 1999 - 2003
Bank of America 1995 - 1999
Skills
Wealth Management, Loan Origination, Commercial Mortgages, Banking, Loans, Investments, Retail Banking, Refinance, Cash Management, Relationship Management, Residential Mortgages, High Net Worth..., Financial Services, Certificates of Deposit, Deposits, Credit Cards, Private Banking, Mobile Banking, International Banking..., Personal Finance, Home Equity, Home Equity Lines of..., Home Equity Loans, Investment Strategies, Investment Management, Alternative Investments, Investment Advisory, Brokerage, Financial Planning, Personal Trust..., Trusts, Trust Services, Trust Management, Special Needs Trusts, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Wealth Transfer, Intergenerational..., Treasury Services, Business Planning, Lines Of Credit, Construction Loans, Unsecured Loans, Bridge Loans, Retirement Services, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1986 — 1991
Bachelor of Science (B.S.), Finance, Corporate Real Estate
Orange High School 1982 — 1986
Graduate, College Preparatory
First Republic Bank October 2013 - Present
Skills
HTML, JIRA, SQL, Device Anywhere, Firebug, SpiraTest, Mantis, Windows, Mac OS, Black Box Testing, Test Cases, Manual Testing, Bug Tracking, Web Testing, Quality Assurance, SDLC, Test Planning, JavaScript, Test Automation, Agile Methodologies, Regression Testing, Selenium, Software Quality...
Education
Computer Educational Center, San Francisco, 2009 — 2010
Fundamentals of Software Testing
Stavropol State University 2005 — 2009
Bachelor's degree, Computer Science
Liberty Mutual Insurance May 2015 - Present
First Republic Bank April 2013 - 2014
First Republic Bank April 2011 - April 2013
Allegis Group November 2010 - April 2011
Skills
Customer Service, Leadership, Fundraising, Networking, Social Networking, Mortgage Banking, Public Speaking, Strategic Communications, Marketing, Training, Superior Client Service, Media Relations, PowerPoint, Market Research, Time Management, Data Analysis, Outlook, Mortgage Lending, Residential Mortgages, Event Planning, Facebook, Bloomberg, Salesforce.com, Client Services, Sales, Account Management, Management, Communication, Press Releases, Public Relations, Spanish, Strategy, Financial Analysis, Business Development, Advertising, Volunteer Management, Event Management, Coaching, Research, Recruiting, Microsoft Office, Financial Modeling, Microsoft Excel, Team Building, Online Marketing, Marketing Strategy, Lead Generation, Insurance
Education
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Communications
University of Otago 2008 — 2009
Study Abroad Program
Bond University 2008 — 2008
Study Abroad Program
The Governors Academy 2002 — 2006
High School
JPMorgan Chase Bank N.A. December 2013 - Present
HSBC December 2012 - December 2013
First Republic Bank January 2010 - October 2011
JPMorgan Chase N.A. October 2007 - January 2010
Commerce One Financial June 2007 - August 2007
Quicken Loans May 2006 - August 2006
Port Huron Flags May 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Northwood University 2003 — 2007
BBA, Banking & Finance
Port Huron Northern High School 2000 — 2003
Capital One April 2012 - January 2015
CEIS December 2011 - April 2012
First Republic Bank August 2010 - December 2011
Capital One November 2007 - August 2010
National Bank of Canada May 2002 - October 2007
SunTrust 2002 - 2007
SunTrust Bank July 1992 - May 2002
Skills
Series 7, Series 63, Formal Credit Training, Credit, Banking, Portfolio Management, Corporate Finance, Loans, Finance, Risk Management, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Financial Services, Financial Risk, Underwriting, Analysis
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
MBA, Finance, 3.5 out of 4
Binghamton University 1987 — 1991
BA, Psychology
Nest Labs July 2012 - Present
Mizono Design March 2010 - Present
Teak Digital November 2009 - June 2012
First Republic Bank August 2008 - May 2009
Skills
Adobe Photoshop CS, Adobe Illustrator CS, Adobe InDesign CS, Adobe Premiere CS, Adobe After Effects CS, Adobe Flash CS, Final Cut Studio 7, DSLR Photgraphy, DSLR Videography, Color Correction, Art Direction, Photoshop, Photography, Final Cut Studio, Adobe Creative Suite, Interaction Design, Illustrator, DSLR, After Effects, InDesign, Creative Direction, Logo Design, Graphic Design, Advertising, Storyboarding, Concept Development, User Experience, User Experience Design, Motion Graphics, Creative Strategy
Education
Lynda.com 2010 — 2018
Cont. Ed, Adobe CS5, Reason & Final Cut
Academy of Art University 2009 — 2010
M.F.A., Art Direction
UC Berkeley 2005 — 2009
B.S. Business Administration, Marketing, Advertising
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
First Republic Bank 2014 - Present
Ernst & Young 2007 - 2014
SingHealth 2006 - 2007
KPMG January 2005 - November 2006
Skills
Internal Audit, Internal Controls, SOX Compliancy, SOX 404, Project Management, Risk Management, Risk Assessment, Operational Risk, Operational Risk..., Compliance, Financial Reporting, Enterprise Risk..., Financial Analysis, IFRS, Sarbanes-Oxley Act, Financial Risk, Auditing, COSO, Financial Audits
Education
University of Melbourne 2003 — 2004
Master of Commerce (Finance), Finance
Monash University 2002 — 2002
Honors Degree of Bachelor of Business (Banking and Finance), Banking and FInance, 1st Class
Universiti Monash Malaysia 1999 — 2001
Bachelor of Business and Commerce (Accounting and Economics), Accounting and Economics
Garden International School
Teach For America September 2014 - Present
Relationship Science October 2012 - August 2014
S&P Capital IQ July 2008 - September 2012
First Republic Bank May 2007 - May 2008
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Human Development (Lynch School of Education)
Marymount High School, Los Angeles 2000 — 2004
First Republic Bank April 2015 - Present
First Republic Bank September 2012 - April 2015
User Experience Design Consultant June 2012 - September 2012
LexisNexis January 2011 - June 2012
User Experience Design Consultant July 2001 - January 2011
Diversified Database Technologies 1997 - 2001
Skills
Web Design, Interaction Design, Requirements Analysis, User-centered Design, Prototyping, Paper Prototyping, Heuristic Evaluation, Usability Testing, User Interface Design, User Experience, Usability Design, User Interface, Product Design, CSS, Dreamweaver, HTML + CSS, JavaScript, jQuery, HTML, Web Applications, Agile Methodologies, Information Architecture, Usability, User Scenarios, Mobile Applications, User Experience Design, User Research, Persona, Design, Usability Engineering, Contextual Inquiry, Wire Framing, Management, Web Development, Product Management
Education
Stetson University
English
American River College 2008 — 2010
Art New Media
Shoebox Ventures October 2012 - Present
Northeast Community Federal Credit Union September 2011 - Present
First Republic Bank April 2011 - Present
Skills
Strategy, Entrepreneurship, Start-ups, Strategic Planning, Leadership, Business Development, Finance, Management, Negotiation, Fundraising, Non-profits, Leadership Development, Program Management, Nonprofits, Coaching, Link Building, Marketing, Public Speaking, Venture Capital, Contract Management, Virtual linkage, Social Networking, Networking, Strategic Partnerships, Project Planning, Time Management, General Advice, Budgets, Executive Management, Community Development, Contract Negotiation, Business Strategy, Social Media, Analysis, Technology, Training, Research, Team Building, Community Outreach, Mergers & Acquisitions, Advertising, Consulting, Mobile Applications, Management Consulting, Non-profit Leadership
Education
Massachusetts Institute of Technology 2015 — 2015
Dartmouth College - The Tuck School of Business at Dartmouth
Leiden University 2014 — 2014
Statement of Accomplishment
Manchester Business School
Specialist Certificate
Duke University 2014 — 2014
Certificate of Completion
Duke University 2014 — 2014
Certificate of Completion
Paul Ekman Group 2014 — 2014
Certificate
Robbins-Madanes Training
Cornell University
Certificate
Cornell University
Certificate
First Republic Bank May 2015 - Present
davemmphotography August 2012 - Present
Staples January 2005 - April 2015
BevMo! October 2011 - March 2012
Skills
DSLR, Lightroom, Photography, Digital Photography, Landscape Photography, Portrait Photography, Event Photography, Acting, Theatre, Entertainment, OS X, Inventory Control, Visual Merchandising, Sales, Loss Prevention, Retail Sales, Voice Acting, Retail, Inventory Management, Bookkeeping, Operations Management, Voice Over, Customer Satisfaction, Social Networking, Microsoft Office, Computer Repair, Customer Service, Microsoft Word, Blogging, Team Leadership, Team Building, Troubleshooting, Public Speaking, Technical Support, Cashiering, Sales Management, business cards, Digital Cameras, Improvisation, Time Management, Management, Merchandising, Editing, Leadership, Social Media
Education
Academy of Art University 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Acting
Lolihops, LLC (Hello Parent) January 2014 - Present
Helio Property Management October 2010 - Present
Tartan Social Media November 2012 - January 2015
Boutique 280 April 2011 - June 2012
First Republic Bank August 1998 - March 2000
Skills
Email Marketing, Online Advertising, SEO, Social Media, Social Media Marketing, Digital Media, Wordpress, Social Media Blogging, Social Media Consulting, Facebook, WordPress, Social Networking, Marketing Strategy, Marketing, Blogging, Analytics, Online Marketing, Digital Strategy, Copywriting, Newsletters, Editing, Photoshop, Google Analytics, Strategy, Small Business, Nonprofits, Logo Design, E-commerce, Advertising, Management, Entrepreneurship, Strategic Planning, Start-ups, Leadership, Customer Service
Education
Bloc 2015 — 2016
Full Stack Web Developer Track
Golden Gate University 2000 — 2002
Master of Science (M.S.), Organizational Behavior Studies
Miami University 1991 — 1998
Bachelor of Arts (B.A.), Psychology
First Republic Bank July 2014 - Present
State Street April 2008 - August 2012
Bear Stearns June 2006 - July 2007
Citizens Bank December 2001 - June 2006
Skills
Bloomberg, Fixed Income, Analytics, Financial Services, Equities, Mutual Funds, Investments, Financial Analysis, Securities, Financial Reporting, Business Process..., Procedure Development, Data Management, Asset Management
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Psychology
Boston Latin School 1992 — 1996
High School
Edge of Wonder Travels Unlimited April 2013 - Present
First Republic Bank April 2013 - March 2015
BlackRock October 2005 - April 2013
Merrill Lynch September 2001 - October 2005
Merrill Lynch HSBC July 2000 - August 2001
Merrill Lynch July 1999 - June 2000
Merrill Lynch August 1997 - July 1999
Skills
Vendor Management, Product Management, Project Management, Leadership, Leisure Travel, Travel Arrangements, Adventure Travel, Travel Planning, Business Development, Cruises, Ecotourism, Communication Skills, Travel Writing, Strategic Planning, Online Travel, Web Project Management, Client Services, Client Focus, Luxury Travel, Sales, Management, Marketing, Business Analysis, Marketing Strategy, Social Media
Education
The George Washington University 2013 — 2016
Professional Certificate, Sustainable Tourism Management
Career Quest
Independent Contractor Travel Advisor
Bucks County Community College
Marketing & Business Administration
Covenant College
English Literature
David Yurman May 2015 - Present
Li & Fung Limited August 2014 - May 2015
First Republic Bank June 2012 - August 2014
First Republic Bank April 2012 - May 2012
Datacom Technology Group June 2011 - March 2012
Baruch College 2011 - 2011
Queensborough Community College January 2007 - June 2007
Lady Bird (Madonna II) May 2006 - August 2006
Skills
Windows 7, Technical Support, Windows XP, Computer Hardware, Hardware, HTML, Help Desk Support, Microsoft Office, Customer Service, TCP/IP, Networking, DNS, Active Directory, XP, Outlook, Windows XP Professional, Mac OS, Troubleshooting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
Bachelors, Computer Information Systems
Queensborough Community College 2004 — 2007
Associates, Office Administration and Technology
Keller Williams Realty, Inc. Sales AssociateWeichert, RealtorsFebruary 2013 - February 2015
First Republic Bank 2001 - 2003
Sumitomo Mitsui Banking Corporation 1996 - 2000
Skills
Memeber of National..., Member of Eastern..., Relocation, Condos, First Time Home Buyers, Listings, New Home Sales, Sellers, Buyer Representation, Short Sales, Single Family Homes, Foreclosures, Townhomes, Referrals, Investors, Luxury, Rentals, Buyers, New Homes, Investment Properties, REO, Real Estate Transactions, Move Up Buyers, Real Estate, Residential Homes, Sales, Negotiation, Real Property, Commercial Real Estate, Finance, FHA, Marketing, Property Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance, General
First Republic Bank September 2013 - April 2015
First Republic Bank June 2012 - September 2013
Medical Properties Trust May 2010 - August 2010
Alabama Center for Real Estate January 2010 - August 2010
First Hartford Realty Corp. May 2008 - August 2009
G.R. CHAPMAN LLC May 2006 - August 2006
Education
University of Alabama
Bachelor's Degree, Economics, Finance
Aarhus University
Bachelor's Degree, International Economics; International Finance
First Republic Bank June 2015 - Present
First Republic Bank September 2014 - June 2015
American Express March 2013 - September 2014
The Kavinoky Law Firm May 2011 - March 2012
Orange County District Attorney's Office - Homicide Unit January 2011 - May 2011
Skills
Legal Writing, Hearings, Legal Research, Westlaw, Litigation, Civil Litigation, Trials, Legal Assistance, Personal Injury, Mediation, Courts, Lexis, Trial Practice, Motions, Immigration Law, Corporate Law, Licensing, International Law, Appeals, Class Actions, Contract Law, Copyright Law, Arbitration, Document Review, Employment Law, Legal Advice, Legal Issues, Litigation Support, Torts, Alternative Dispute..., Dispute Resolution, Anti Money Laundering, LexisNexis
Education
Whittier Law School 2009 — 2012
J.D., Criminal Law Concentration
Arizona State University 2004 — 2009
Bachelor of Science (B.S.), Political Science, International Studies, Dean's List
Jnuary 25 January 2013 - Present
Start date = August August 2012 - Present
Bombardier Transportation April 2012 - Present
First Republic Bank April 2012 - Present
StartDate is April April 2012 - Present
Darden Restaurants April 2012 - Present
StartDate is January January 2012 - Present
Philip Morris International May 2012 - August 2012
Education
Assumption College
First Republic Bank April 2010 - Present
Citizens Bank 1999 - 2010
State Street Bank 1991 - 1999
Bank of New England 1985 - 1991
FNB Financial Company 1982 - 1985
The First National Bank of Boston 1977 - 1982
Skills
Leadership, Banking, Investments, Finance, Capital Markets, Commercial Banking, Credit, Loans, Commercial Lending, Leadership Development, Financial Analysis, Management, Mutual Funds, Credit Analysis, Credit Risk, Portfolio Management
Education
Harvard Business School 2005 — 2005
Executive Education Program - St. Andrews, Scotland
Babson College 1976 — 1977
MBA
Trinity College-Hartford 1972 — 1976
B.A., Economics
Dartmouth College 1975 — 1975
12-College Exchange Program
First Republic Bank July 2015 - Present
PricewaterhouseCoopers August 2013 - July 2015
OneTinybit March 2012 - August 2013
Sodexo August 2011 - August 2013
PwC June 2012 - August 2012
Escape State Street December 2010 - August 2011
McDonald's Corporation September 2005 - August 2011
Binghamton University January 2010 - May 2010
North Merrick Summer Recreation June 2002 - August 2008
Skills
SQL, Access, PowerPoint, Microsoft Excel, HTML, Photoshop, Social Media, Italian, InDesign, Public Speaking, Leadership, XBRL, Data Analysis, Data Visualization, VBA, Tableau, Monarch Pro, Spotfire, QlikView, Audit Command Language, SAS, Anti Money Laundering, R
Education
State University of New York at Binghamton 2012 — 2013
Master's Degree, Accounting, Management Information Systems
State University of New York at Binghamton 2008 — 2012
Bachelor of Science (B.S.), Accounting and Management Information Systems
Sanford H. Calhoun High School 2004 — 2008
High School
First Republic Bank March 2012 - Present
Churchill's Restaurant May 2004 - March 2012
Camp ANCHOR May 2004 - September 2011
Suksanareewittiya School; Bangkok, Thailand October 2010 - April 2011
Rafferty Capital Markets July 2010 - October 2010
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics, History
Chaminade High School
First Republic Bank June 2011 - Present
Skills
Financial Services, Negotiation, Marketing, Strategic Planning, Marketing Strategy, Event Planning, Banking, Time Management, Customer Service, Human Resources, Finance, Strategy, Leadership, Analysis, Investments, Management, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, 2008
Connecticut College 1995 — 1999
BS, Psychology
Noble & Greenough High School 1991 — 1995
Solomon Schecter 1988 — 1991
Wells Fargo Capital Finance December 2009 - September 2014
The Bank of New York Mellon 2006 - 2009
First Republic Bank 2003 - 2006
Deutsche Bank Private Banking 2000 - 2003
Reuters America 1997 - 2000
Louis Dreyfus Sugar Co 1995 - 1996
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Credit Analysis, Private Banking, Portfolio Management, Capital Markets, Credit, Banking, Cash Management, Treasury Management, Finance, Management, Financial Services, Financial Risk, Hedge Funds, Executive Management, Relationship Management, Fixed Income, Risk Management, Loans
Education
The Bank of New York Mellon 2007 — 2007
Nine month Credit Training Program
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Finance
AXA Financial 2003 - 2012
First Republic Bank 1998 - 2003
Mellon Bank 1994 - 1998
First Republic Bank 1992 - 1994
The Boston Company 1986 - 1991
Merrill Lynch 1985 - 1986
Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance
Education
Babson College 1987 — 1991
MBA, Concentration in Finance
Saint Anselm College 1981 — 1985
BA - Graduated with Honors, Business & Computer Science
First Republic Bank March 2011 - Present
Wainwright Bank 2007 - March 2011
Wainwright Bank & Trust 2001 - 2007
Sovereign Bank 2000 - 2001
Bank Boston 1988 - 2000
Skills
Loans, Credit, Commercial Banking, Risk Management, Mortgage Lending, Portfolio Management, Private Banking, Financial Risk, Credit Analysis, Commercial Lending, Banking, Credit Risk, Small Business Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Consumer Lending, Retail Banking, Underwriting, SBA, Mortgage Banking, Commercial Mortgages, Cross Selling
Education
University of Wisconsin-Madison - School of Business 1984 — 1985
MBA
Folkwang Hochschule 1977 — 1978
DAAD/Fulbright Fellowship - Music
University of Wisconsin-Madison 1973 — 1977
Music Education
First Republic Bank April 2014 - Present
First Republic Bank January 2005 - April 2014
Washington Mutual Bank January 2004 - December 2004
Fleet Bank 2002 - 2003
Skills
Credit Analysis, Customer Service, Credit, Financial Analysis, Relationship Management, Investment Advisory, Retirement Planning, Corporate Finance, Private Banking, Small Business Lending, Finance, Financial Markets, Asset Management, Financial Services, Cross Selling, Management, Branch Banking, Asset Allocation, Leadership
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance, General
First Niagara Bank December 1999 - Present
First Niagara Bank / Harleysville NB / Willow Financial Bank / Willow Grove Bank January 1999 - Present
Madison Bank September 1998 - December 1999
Madison Bank January 1998 - January 1999
First Republic Bank August 1996 - September 1998
First Republic Bank January 1996 - January 1998
Regent National Bank 1990 - 1993
Regent National Bank 1990 - 1993
Commerce Bank / United Valley Bank 1984 - 1990
Skills
Commercial Lending, Banking, Small Business Lending, Loan Origination, Accounting, Administration, Commercial Banking, Loans, Consumer Lending
Education
42
Little Flower HS
First Republic Bank November 2011 - Present
First Republic Bank November 2010 - November 2011
REMAX Gold Coast Realtors 2009 - 2010
Skills
Commercial Banking, Loans, Banking, CRM, Commercial Lending, Credit, Relationship Management, Private Banking, Business Development
Education
Arizona State University
Bachelor of Science, Business
First Republic Bank August 2015 - Present
Bank of the West - BNP Paribas June 2014 - July 2015
Bank of the West - BNP Paribas February 2013 - May 2014
AnsaldoBreda - Finmeccanica January 2011 - January 2013
AnsaldoBreda - Finmeccanica February 2010 - January 2011
Tampere University of Technology August 2008 - May 2009
Skills
English, Matlab, C++, Microsoft Office, Management, Project Management, Business Strategy, Business Planning, Research, Program Management, Telecommunications, Project Planning, Business Development, Customer Service, Negotiation, Strategy, Sales, Product Management, Proposal Writing, Marketing, Engineering, Team Leadership, Start-ups, Sales Management, Contract Negotiation, Manufacturing, Product Marketing, Budgets, New Business Development, Process Improvement, Strategic Planning, Team Building, Strategic Financial..., Market Research, Competitive Analysis, Change Management, Product Development, Business development
Education
Politecnico di Torino 2006 — 2009
107/110, Telecommunications Engineer
Politecnico di Bari 2002 — 2006
107/110, Telecommunication Engineer
Liceo Scientifico 1997 — 2001
100/100, mathematic
IXL Learning February 2014 - Present
IXL Learning September 2013 - November 2013
IXL Learning February 2012 - September 2013
First Republic Bank July 2011 - January 2012
OfficeTeam and Option 1 February 2008 - May 2011
Consumer Credit Counseling Service January 2011 - March 2011
Starbucks September 2008 - March 2009
Starbucks May 2006 - December 2007
Skills
Customer Service, Administrative Support, Call Center, Data Entry, PowerPoint, Microsoft Excel, Microsoft Word, 10 Key, Keyboard Skills, Outlook, Phone Skills, Administrative...
Education
College of San Mateo 2009 — 2011
Certificate of Achievement, Accounting
Biola University 2002 — 2006
Bachelor of Arts, Biblical and Theological Studies
First Republic Bank February 2004 - Present
Skills
Commercial Lending, Banking, Financial Modeling, Loans, Investments, Capital Markets, Commercial Banking, Options
Education
Arizona State University 1980 — 1984
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Finance
Xoom Corporation January 2005 - Present
First Republic Bank October 1998 - May 2004
Skills
Fraud Detection, Analytics, Financial Risk, Risk Management, Fraud, Vendor Management, Credit Cards, Payments, Financial Services, AML, Banking, Security, Online Fraud
Education
Arizona State University 1991 — 1996
Bachelor’s Degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
The Slug and The Squirrel May 2010 - Present
Zurich North America March 2005 - November 2007
First Republic Bank August 1999 - January 2003
Education
Arellano University 1986 — 1991
BSN, Nursing
San Pablo Major Seminary
Theology and Religious Vocations
First Republic Bank September 2015 - Present
Novantas December 2013 - September 2015
University of Houston August 2009 - December 2013
GTECH May 2008 - August 2008
China Telecom July 2003 - August 2004
Skills
Data Mining, Machine Learning, Statistics, R, Analytics, Predictive Modeling, Time Series Analysis, Financial Modeling, Pricing Strategy
Education
University of Southern California 2004 — 2009
Ph.D., Psychology (Quantitative Methods)
University of Southern California 2005 — 2007
M.S., Mathematical Statistics
Beijing Institute of Technology 1999 — 2003
B.S., Electrical Engineering
First Republic Bank January 2012 - Present
RBC Bank April 2006 - January 2012
Comerica Bank Technology and Life Sciences Division July 2000 - March 2006
Skills
Venture Capital, Private Equity, Mergers, Financial Modeling, Due Diligence, Investments, Portfolio Management, Commercial Lending, Financial Analysis, Capital Markets, Commercial Banking, Banking, Middle Market, Growth Capital, Loans, Financial Services, Private Banking, Management, Mezzanine, Credit, Mergers & Acquisitions, Credit Analysis, Wealth Management, Football
Education
College of the Holy Cross 1992 — 1996
BA, Economics, Finance, Accounting, Operations Management
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Farmington Harrison High School 1988 — 1992
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
Fidelity Investments May 2012 - Present
First Republic Bank March 2010 - March 2012
Acadiasoft Inc August 2008 - August 2009
Information Mosaic March 2006 - April 2008
Fidelity 2000 - March 2006
Exodus 2000 - 2003
Keyport Life Insurance Company March 1997 - May 2000
Fleet Bank of New England 1994 - 1997
Skills
Project Planning, Project Management, Change Management, CRM, Management, Leadership, Software Documentation, Budgets, Product Development, Marketing, Enterprise Software, Business Analysis, SDLC, Vendor Management, Software Project..., Program Management, Requirements Analysis, Agile Methodologies, Business Process..., PMP
Education
Christian Brothers College 1980 — 1985
First Republic Bank 2014 - Present
AMD 2013 - 2014
Visa September 2011 - July 2013
Oracle March 2005 - October 2012
PeopleSoft Inc. May 2000 - March 2005
Exclaim Technologies January 1999 - May 2000
Skills
PeopleSoft, HCM, Talent Management, ELM, E-commerce, Learning Management, Government, Enterprise Software, Payroll, Insurance, SDLC, SaaS, ERP, SOA, Cloud Computing, Integration, Solution Architecture, Business Management, Agile, Unix, Architecture, Team Building, Management Consulting, Enterprise Architecture, Weblogic, Tomcat, Agile Methodologies, Management, Personnel Management, Release Engineering, Release Strategy, CRM, XML, Oracle, Testing, Software Documentation, Quality Assurance, Java, Project Management, Software Project..., Start-ups, Security, Change Management, UML, JSP, User Acceptance Testing, Leadership, Business Process, Scrum, Agile Project Management
Education
University of Louisiana 1997 — 1998
MS
Andhra University 1993 — 1997
BTech
First Republic Bank June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Outlook
Education
Arizona State University 2013 — 2015
Bachelor of Applied Science (BASc), Criminal Justice
Wells Fargo July 2015 - Present
General Assemb.ly April 2014 - Present
Cazoomi October 2011 - Present
ZeroDivide June 2014 - July 2015
Wells Fargo March 2014 - June 2014
First Republic Bank November 2012 - February 2014
Bank of America October 2010 - November 2012
Bank of America January 2006 - October 2010
Bank of America January 2000 - January 2003
Bay World Trading, Ltd. January 1997 - December 2000
Skills
Software Implementation, Website Development, Website Management, Conversational Japanese, Product Management, Software Project..., Software Design, Software Development, Internet, Website Copy, Website Construction, Website Testing, Website Administration, Logistics, Logistics Management, International Business, International Relations, International Trade, International Marketing, International Sales, International..., International Management, Teaching English, Real Estate, Real Estate Development, Real Estate Investment, Real Estate Financing, Real Estate Transactions, Banking, Business Development, E-commerce, Japanese, Leadership, Management, Online Marketing, User Experience, Vendor Management, Analysis, Business Process, CRM, Project Management, Strategy, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
MBA Executive Coursework, Leadership/Management
Auburn University
Bachelor of Science in Business Administration, Finance
General Assembly
Pacific Coast Bankers' Bank August 2006 - Present
First Republic Bank August 1999 - August 2006
Union Bank of California August 1989 - June 1996
Wells Fargo Bank 1981 - 1983
Wells Fargo Bank 1981 - 1983
Skills
Photoshop, Teaching, HTML, Strategic Planning, Credit, Management, Commercial Lending, Risk Management, Loans, Accounting
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Psychology, Magna Cum Laude
Gap Inc. May 2014 - Present
Levi Strauss & Co. October 2013 - May 2014
Gap Inc. / PRO Unlimited August 2013 - October 2013
Gap Inc. / Synergy Services / PRO Unlimited April 2012 - July 2013
Reach Media Group Networks November 2010 - June 2012
First Republic Bank May 2008 - May 2009
Wachovia / Wells Fargo June 2007 - November 2007
Wachovia / Wells Fargo February 2005 - June 2007
San Francisco State University November 2003 - January 2005
World Savings / Wachovia / Wells Fargo September 2001 - November 2003
Education
Academy of Art University 2010 — 2015
MFA
University of California, Berkeley 1996 — 2001
BA
MWW October 2014 - Present
Something Blue Weddings by Hand August 2012 - Present
First Republic Bank March 2013 - October 2014
Stitch Fix October 2012 - January 2013
Sunridge Elementary School July 2009 - May 2012
Twirl Boutique July 2007 - July 2009
Funds Transfer Alliance September 2007 - January 2008
Royal Financial January 2007 - September 2007
Skills
Customer Service, Blogging, Social Media, Social Networking, Team Building, Retail, Marketing Strategy, Customer Relations, Employee Relations, Education, Hospitality, Team Leadership, Microsoft Office, Teamwork, Project Planning, Organizing, Planning, Problem Solving, Teaching, Team Management, Youth Development, Early Childhood..., Early Childhood, Operations Management, Project Management, Event Planning, Event Management, Corporate Events, Social Media Marketing, social, Public Relations, employ, Employee Engagement, social ne, Events Coordination, Special Events..., Special Events, event man, e, Organization Skills, Client Relations, Administrative..., Executive..., Networking, Corporate Social..., Budgets, Employee Training, Blogger, Team Coordination, te
Education
Arizona State University 2007 — 2009
Bachelor of Arts, Early Childhood
California State University, Fresno 2004 — 2006
First Republic Bank June 2014 - Present
Mphasis April 2011 - Present
JPMorgan Chase February 2014 - June 2014
Charles Schwab December 2012 - January 2014
JPMorgan Chase April 2011 - November 2012
Apollo Tyres Ltd April 2010 - June 2010
Skills
Business Analysis, Marketing Strategy, Financial Analysis, Data Analysis, Market Research, Business Development, Business Strategy, Project Planning, Team Management, Supply Chain Management, Analysis, Project Management, Pre-sales, Requirements Analysis, Operations Management, Marketing, Microsoft Excel, Teamwork, Strategic Planning, Microsoft Office, Marketing Research, Management, Vendor Management, CRM, Requirements Gathering, SDLC, Business Process, Agile Methodologies, User Acceptance Testing, Testing
Education
Birla Institute of Management Technology 2009 — 2011
Master of Business Administration (MBA), Finance and Marketing
Allahabad Agricultural Institute 2004 — 2008
B.TECH
Kalka Public School 2002 — 2004
Higher Secondary Examination, Physics, Chemistry, Biology
First Republic Bank March 2012 - Present
First Republic Bank May 2009 - March 2012
First Republic Bank October 2005 - May 2009
Gemological Institute of America November 2003 - September 2005
Cendant September 2001 - October 2003
Skills
Loans, Underwriting, Accounts Receivable, Mortgage Lending, Analysis, Finance, Credit Analysis, Banking, Financial Analysis, FHA, Mortgage Banking, Loan Origination, Residential Homes, Refinance, Real Estate, Credit, Investments, Small Business Lending
Education
William Paterson University of New Jersey 1998 — 2001
Bachelors, Communications
Bergen Community College 1996 — 1998
Square 1 Bank May 2015 - Present
Clark University, Graduate School of Management 2012 - May 2015
First Republic Bank 2007 - 2011
RBS/Citizens Bank 2000 - 2007
National City Bank 1990 - 1995
Skills
Entrepreneurial..., New Business Development, Business Management, Foreign Exchange..., Foreign Exchange Trading, Currency, Middle Market, FX, Sales Management, Entrepreneurship, Account Management, FX Options, Hedging, Key Account Management, conversational French, conversational Spanish, FX trading, Mergers & Acquisitions, Management, Bloomberg, Financial Services, Risk Management, Program Management, Banking, Investments, Capital Markets, Strategy, Hedge Funds, Finance, French, Financial Analysis, Portfolio Management, Credit, Equities, Financial Risk
Education
Boston University
Graduate Certificate, Professional Fundraising
Credit Analysis for Lenders (Merchants National Bank, internal credit training)
Credit Analysis
Hunter College
B.A, Classical Greek and Latin
Indiana University-Purdue University at Indianapolis
Statistics, Finite Mathematics
Talend September 2015 - Present
Altiscale March 2015 - September 2015
MapR Technologies July 2013 - February 2015
First Republic Bank October 2012 - June 2013
JPMorgan Chase September 2011 - October 2012
Wells Fargo October 2010 - September 2011
Skills
Leadership, Management, Lead Generation, Business Development, CRM, Sales Prospecting, Sales, Hadoop, Big Data, SaaS, Customer Service, Start-ups, Relationship Mgmt, Sales Operations, Salesforce.com, Product Marketing, Teamwork, Marketing, Cross Selling, Critical Thinking, Strategic Partnerships, Cold Calling, Enterprise Software, Sales Management, Social Media Marketing, NoSQL, Solution Selling, Marketing Strategy, Problem Solving, Market Research, Sales Process, Direct Sales, Pipeline Management, Account Management, New Business Development
Education
Mission College 2014 — 2015
General Transfer Requirements, Business Administration and Management, General, 3.4 GPA
Gavilan College 2009 — 2013
General Transfer Requirements, Business Administration and Management, General, 3.2 GPA
Arizona State University 2008 — 2008
Economics
Pioneer High School 2004 — 2008
H.S. Diploma
First Republic Bank July 2015 - Present
First Republic Bank April 2013 - July 2015
First Republic Bank January 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - December 2010
Wachovia, A Wells Fargo Company May 2009 - October 2009
Northwestern Mutual June 2007 - November 2008
Skills
Banking, Business Development, CRM, Credit Analysis, Loans, Credit, Financial Analysis, Strategic Financial..., Team Management, Microsoft Office, Microsoft Excel, PowerPoint, Technology, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Manhattanville College 2004 — 2008
B.A. In Business Administration, Finance, Economics, Accounting
First Republic Bank January 2015 - Present
Starbucks March 2011 - January 2015
First Republic Bank September 2014 - December 2014
AT&T November 2008 - May 2009
Skills
Final Cut Pro, Film Production, Video Production, Video Editing, Film, Short Films, Post Production, Video, Customer Service, Hospitality, Organizing Meetings, Project Management, Microsoft Office, Youth Mentoring, Teaching, Training, Teamwork, Retail, Facebook, Data Analysis, Social Media, Banking, Budgets, Nonprofits, Photography, Producing, After Effects, Illustrator, Microsoft Word
Education
Academy of Art University 2009 — 2012
Master of Fine Arts (M.F.A.), Motion Pictures and Television
Auburn University 2003 — 2008
Bachelor of Science (B.S.), Psychology
One Degree, Inc. July 2015 - Present
AppZen December 2014 - April 2015
San Mateo County June 2014 - August 2014
El Salvador Initiative June 2013 - August 2014
First Republic Bank January 2013 - March 2014
TEDx Beacon Street May 2012 - January 2014
Escuela Superior de Economía y Negocios (ESEN), June 2013 - August 2013
Green Tower of Babson August 2011 - May 2013
BUILD August 2011 - February 2013
Hidden Villa, Los Altos Hills June 2012 - August 2012
Skills
Public Speaking, Adobe Creative Suite, PowerPoint, Microsoft Excel, Research, Leadership, Entrepreneurship, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Java, HTML, Matlab, Spanish, Teaching, Fundraising, Non-profits, Access, Windows, English, Social Media
Education
Babson College 2011 — 2015
Bachelor of Science in Business Administration, Entrepreneurship/Entrepreneurial Studies
Woodside High School 2007 — 2011
High School Degree
Obvious Ventures July 2015 - Present
UBS Investment Bank July 2013 - July 2015
First Republic Bank May 2013 - June 2013
Alerus Financial April 2010 - April 2013
Skills
Management, Event Planning, Research, Social Media, Public Speaking, Time Management, Community Outreach, Project Management, Data Analysis, Analysis, Loans, CRM
Education
Arizona State University 2006 — 2009
Bachelor of Science (B.S.), Economics
Temple University 2005 — 2006
Biology, General
First Republic Bank June 2015 - Present
Theresa G. Carunungan D.M.D. June 2012 - Present
Sears, Roebuck and Co. July 2014 - August 2014
Skills
Social Media, PowerPoint, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, WordPress, Team Leadership, Customer Service, HTML, CSS
Education
Boston College 2014 — 2017
Bachelor of Science in Business Management, Finance, Business Analytics
Boston University - School of Management 2013 — 2014
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Middlesex School 2009 — 2013
Career Group June 2015 - Present
Johnson Talent Agency, LLC October 2014 - Present
Smith Hampton & Devlin February 2013 - March 2014
Provident Credit Union February 2009 - December 2012
First Republic Bank December 2006 - November 2008
Performance Chiropractic Center May 2005 - December 2006
Skills
Customer Service, Credit, PowerPoint, Public Speaking, 10 Key, Outlook, Sales, Microsoft Excel, Financial Analysis, Strategic Planning, Risk Management, Theatre History, Physical Theatre, Film Production, Stage Make-up, Stagecraft, Acting, Shakespeare, Playwriting, Meisner Technique, Alexander Technique, Movement, Personality, Confidentiality, Entertainment, Performing Arts, Drama, Comedy, Improvisation, Creative Writing, Dialects, Quick Changes, Training, Social Media, Administrative..., Social Networking, Data Entry, Television, Microsoft Word, Performing, Microsoft Office, Storytelling, Theatre, Stage, Plays, Festivals, Film, Commercials
Education
The A.C.T. Conservatory 1994 — 2003
theater
British American Academy of Dramatic Arts 2001 — 2001
American Academy of Dramatic Arts-Los Angeles 2000 — 2001
Theatre/Theater
Diablo Valley College
First Republic Bank April 2013 - Present
Skills
Relationship Management, Finance, Investments, Portfolio Management, Insurance, Credit, Public Speaking, Leadership, Series 7, Series 63, Equities, Customer Service, Financial Modeling, Strategic Planning, Asset Management, Financial Planning, Wealth Management, CRM, Loans, Risk Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of Miami 1999 — 2003
Bachelor of Music (B.M.), Music Performance
PwC January 2015 - Present
Ares Management 2014 - 2014
Capco 2012 - 2014
OneWest Bank 2011 - 2012
The Clorox Company January 2009 - December 2010
Barclays Global Investors January 2008 - December 2008
Wells Fargo 2001 - 2007
First Republic Bank 1998 - 2001
Skills
Risk Management, Financial Risk, Business Process..., Enterprise Risk..., Operational Risk..., Banking, Operational Risk, Risk Assessment, Internal Audit, Internal Controls, Credit, Project Management, Analytics, Auditing, Forecasting, Financial Modeling, Credit Risk, Financial Analysis, CRM, Portfolio Management, Basel II, AML, Financial Reporting, Sarbanes-Oxley Act, Mortgage Lending, Incident Management, Key Metrics, Loans, Credit Cards, Analysis, Financial Services, Loss Mitigation, Data Analysis, Operational Excellence, Income Statement, Underwriting, Strategic Financial..., IT Audit, SOX, Audit, Key risk indicators, Key Performance..., Profit & Loss Management, Risk and control..., Executive Reporting, Operational Risk..., Loss reporting, Management Consulting, M&A Due Diligence, Operational Due...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2005
MBA
Saint Mary's College of California
BS
Instituto Superior de Gestão
BS
Salesforce May 2015 - Present
First Republic Bank 2014 - Present
Misys October 2012 - October 2014
Irish Quilting October 2008 - January 2013
Europlex January 2008 - November 2008
Dell March 2006 - June 2008
Stottler Henke September 2003 - June 2004
Slam Dunk Networks May 2001 - August 2002
Troba November 2000 - May 2001
Skills
Social Media, Public Relations, Social Media Marketing, Marketing Strategy, Advertising, Event Management, Marketing, Graphic Design, Marketing Communications, Social Networking, Strategic Communications, Start-ups, Public Speaking, Business Strategy, Strategic Planning, Financial Systems, Technical Writing
Education
SFSU 1998 — 2000
Bachelor's degree, Technical and Professional Writing
American River College 1997 — 1999
First Republic Bank May 2015 - Present
First Republic Bank May 2013 - May 2015
Temple University Fox School of Business Alumni Association May 2012 - May 2013
Modern Mushroom July 2010 - October 2012
Temple University Fox School of Business Alumni Association June 2011 - May 2012
Modern Mushroom February 2009 - July 2010
Verizon June 2008 - August 2008
Ningxia Dayuan Chemical Co., LTD March 2007 - May 2007
Skills
Management, Financial Modeling, Data Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Excel Macro / VBA, Auditing, Accounting, Forecasting, Valuation, SAP, Program Management
Education
Temple University - Fox School of Business and Management 2007 — 2008
Master of Science
Beijing University of Chemical Technology 2003 — 2007
BA
Lappeenranta University of Technology 2005 — 2005
Non-degree program
CFA Institute
First Republic Bank July 2015 - Present
First Republic Bank June 2012 - Present
Middlesex Savings Bank October 2011 - June 2012
Bank of America November 2010 - September 2011
Mortgage Master January 2009 - November 2010
Education
Assumption College 2003 — 2007
BA
Cambia Health Solutions September 2010 - Present
First Republic Bank 2008 - 2010
Deloitte 2006 - 2008
Novartis 2004 - 2006
Thomson Reuters 2003 - 2004
Sega of America, Inc. 2001 - 2001
Spacelabs Healthcare 1995 - 1999
Skills
Information Management, Records Management, Document Retention, Policy and Procedure..., Regulatory Compliance..., Process Analysis and..., Strategic Planning, Executive Communications, Risk Mitigation, Plan Implementation, Leadership and..., Training, Change Management, Destruction/Retention..., Policy, Communication Training, Leadership, Document Preparation, Risk Management, Information Governance, FileNet, PSS Atlas, Archives, Document Management, Enterprise Content..., Document Imaging, Management, Databases, Content Management, Governance
Education
Academy of Art University 1998 — 2004
Bachelor's of Fine Arts, Film Production
First Republic Bank June 2015 - Present
U.S. Trust January 2014 - June 2015
Bridgeview Mortgage Corp. July 2012 - February 2014
Law Office of Arturo Torres December 2010 - February 2014
U.S. Securities and Exchange Commission November 2012 - May 2013
Skills
High Net Worth..., Wealth Management..., Private Banking, Management, Finance, Financial Analysis, Microsoft Office, Customer Service, Contract Negotiation, Refinance, Credit, Account Reconciliation, NYS Notary Public, Analysis, Loans, Interpersonal Skill, NMLS Licensed, Real Estate, Work Ethic, Credit Analysis, Corporate Finance, Legal Research, Loan Origination, Mortgage Banking, Financial Services, Business Analysis, Data Analysis, Analytics, Market Analysis, Compliance, Managerial Finance, Personal Finance, Legal Documents, Leadership, Team Leadership, Lead Generation, Team-oriented, Networking, Accounting, Mortgage Lending, Negotiation, Credit Risk, Residential Mortgages, Relationship Management, Commercial Mortgages, Commercial Banking, Financial Reporting, Real Estate Financing, Home Equity Lines of..., WealthEngine
Education
Adelphi University 2012 — 2014
Master of Business Administration (MBA), Finance
Saint John's University 2006 — 2009
BS, Legal Studies/Business Administration
Boston Private September 2015 - Present
First Republic Bank December 2013 - March 2015
Acadia Management Co., Inc. September 2012 - December 2013
PwC July 2011 - September 2012
Law Office of Susan Taxin Baer January 2008 - July 2011
Law Office of Joseph A. Marra May 2007 - December 2007
Skills
Trusts, Tax, Estate Planning, Estate Administration, Estate Tax Planning, Exempt Organizations, Microsoft Office, Lotus Notes, Non-profits, International Tax, Nonprofits, Corporate Law, Tax Law, Legal Writing, Tax Advisory, Wills, Corporate Tax
Education
Boston University School of Law 2009 — 2010
LL.M., Taxation
Pace University School of Law 2006 — 2009
J.D., Law
Ithaca College 2002 — 2006
B.S., Business
First Republic Bank August 2013 - November 2014
First Republic Bank March 2013 - August 2013
Dairy Freeze LLC June 2007 - October 2012
Milton Summer Enrichment July 2008 - August 2011
Skills
Entrepreneurship, Customer Service, Sales, Finance, Microsoft Office, Financial Modeling, Financial Analysis, Banking, Management, CRM, PowerPoint, Leadership, Strategic Planning, Public Speaking, Marketing Strategy, Microsoft Excel, Access, Social Media
Education
Babson College 2009 — 2015
B.S, Business Administration
Milton High School 2005 — 2009
High School Diploma, College Prep
Albertsons Companies (after merger) January 2015 - Present
Safeway June 2013 - January 2015
First Republic Bank November 2009 - April 2013
Design Within Reach April 2009 - October 2009
CTTP March 2007 - January 2009
Core Partners / Core Capital Management December 1998 - June 2001
EDF July 1995 - September 1996
Bouygues Construction June 1992 - July 1995
Skills
Information Security, Network Security, Information Security..., ArcSight, Imperva, Vulnerability Assessment, Threat & Vulnerability..., SEIM, Systems Engineering, OWASP, Database Security, Penetration Testing, Security Architecture..., CISSP, Vulnerability Management, PCI DSS, Security, SIEM, Snort, Application Security, Information Security..., GLBA, Active Directory, Data Security, Log Management, IDS, ISO 27001, Computer Security, Information Technology, big Data, Teradata, Business Continuity, IT Audit, CISA, Computer Forensics, Disaster Recovery, Firewalls, Security Policy, Security Incident..., Incident Response, Networking, Business Continuity..., VPN, Integration, Vendor Management, Management, IT Management, Cloud Computing, Leadership, ITIL
Education
Brandeis University
Master's Degree, Strategic Analytics
University of San Francisco 2004 — 2006
Master's Degree, Information Systems, 3.9
Univeristy of France, Paris MLV 1995 — 1996
Master's Degree, Engineering + Business Administration, magna cum laude
Stanford University 2007 — 2008
Certificate, Advanced Computer Security
Saint-Cyr Coëtquidan
Military and Strategic Leadership
SANS - ISSA -ISC2
Security
Lycee Raymond Naves
Business Statistics
First Republic Bank September 2015 - Present
Verizon Wireless September 2012 - May 2015
Apple Inc. September 2009 - August 2012
Cisco March 2008 - August 2009
Standard Chartered Bank August 2005 - February 2008
Skills
Business Intelligence, Software Project..., Business Analysis, Project Management, Business Objects, Oracle, Data Migration, Data Warehousing, Data Analysis, Strategy, SDLC, Requirements Gathering, Integration, Business Process, Requirements Analysis, Vendor Management
Education
MS - KSOU 2011 — 2013
Master of Science (MS), Information Technology, A
Bangalore University 1986 — 1989
Slalom Consulting September 2013 - Present
DefiniTek Solutions LLC 2009 - Present
Advent Software June 2012 - February 2013
PwC August 2011 - May 2012
First Republic Bank June 2010 - May 2011
First Republic Bank November 2009 - October 2010
Accenture September 2005 - March 2009
Ameriquest Mortgage June 2005 - August 2005
Alorica Inc. September 2004 - June 2005
Jet Propulsion Laboratory (JPL) May 2004 - October 2004
Skills
Oracle E-Business Suite, Business Process..., Shared Service Center, Change Management, Program Management, Data Analysis, Release Management, Full SDLC, Global Implementations, Business Analysis, Vendor Management, Business Process, ERP, Integration, Management, PMO, Software Documentation, Cross-functional Team..., Business Transformation, Project Management, Business Process..., Oracle, Outsourcing, Leadership, Project Planning, Testing, Governance
Education
Arizona State University
Bachelor of Science, Supply Chain Management
Institute of Integrative Nutrition (IIN) 2011 — 2012
Wellness / Nutrition Coach Certificate, Holistic Health
Arizona State University - W. P. Carey School of Business
First Capital Group, Inc. November 2008 - Present
Integrated Mortgage May 2006 - November 2008
Wells Fargo Bank February 2002 - February 2005
CIGNA HealthCare January 2001 - January 2002
First Republic Bank 1999 - 2000
Skills
Mortgage Lending, Loans, Refinance, Loan Origination, Credit, Residential Mortgages, Mortgage Banking, Underwriting, Banking, Commercial Lending, Investment Properties, First Time Home Buyers, Credit Analysis, Commercial Mortgages
Education
University of San Francisco 1983 — 1984
BA, Economics
Ateneo de Manila University 1980 — 1982
Economics
Paco Catholic School 1976 — 1980
High School, High School
First Republic Bank February 2014 - Present
Thomson Reuters June 2011 - January 2014
Citi September 2009 - May 2011
Citi April 2008 - August 2009
Protiviti July 2007 - March 2008
GE Infrastructure 2006 - 2006
Etrade Financial May 2000 - June 2005
Skills
Business Analysis, Product Management, Financial Services, Project Management, Analytics, Internet Strategy, Wealth Management, User Experience, Agile Project Management, SDLC, Project Planning, Data Analysis, Digital Marketing, Cross-functional Team..., Program Management, Agile Methodologies, Financial Analysis, Mobile Devices, Marketing Strategy, Product Development, Business Requirements, Entrepreneurship, Business Intelligence, Competitive Analysis, Vendor Management, CRM, Strategy, Business Process..., Strategic Partnerships, Requirements Gathering, Risk Management, SaaS, Process Improvement, IT Strategy, Requirements Analysis, Software Project..., Project Portfolio..., Business Strategy, Analysis, SharePoint, Team Management
Education
State University of New York at Buffalo 2005 — 2007
MBA, Management Consulting, Information Technology
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
McDonald's Corporation January 2014 - Present
McDonald's Corporation August 2011 - Present
KBACE Technologies November 2007 - July 2011
ResMed September 2010 - June 2011
Liberty Mutual Group July 2010 - September 2010
First Republic Bank December 2009 - July 2010
YMCA of Greater New York February 2009 - October 2009
Cisco Systems November 2007 - January 2009
Chicago Public School April 2007 - November 2007
Oracle Corporation June 2004 - December 2006
Skills
HR Analytics, Data Analytics, People Insight, Oracle E-Business Suite, Oracle Applications, Oracle, Integration, Oracle HR, Strategic Thinking, HRIS, PL/SQL, Project Management, ERP, Requirements Analysis, Analysis, Payroll, Data Migration, Business Process, Project Planning, Requirements Gathering, Oracle Discoverer, SDLC, Business Intelligence, Business Analysis, User Acceptance Testing, Crystal Reports, Solution Architecture, Data Management, ETL, Tableau, Data Warehousing, Teradata, Statistical Data...
Education
Northern Illinois University 2013 — 2015
Master of Business Administration (MBA)
Deendayal Upadhyay Gorakhpur University 1999 — 2003
B.E., Computer Sc & Engg
First Republic Bank December 2001 - Present
Brodia May 2000 - September 2001
PriceWaterhouseCoopers July 1996 - May 2000
TIER Consulting July 1995 - July 1996
Skills
Troubleshooting, Web Development, Microsoft SQL Server, Databases, Oracle, Visio, PL/SQL, Business Objects, Data Warehousing, T-SQL, ETL, Business Intelligence, Enterprise Architecture, Data Analysis, Disaster Recovery, Access, Data Warehouse..., IT Management, Security, Data Integration, Integration, Vendor Management, IT Strategy, SDLC, CRM, Software Development, Requirements Analysis, Database Design, SAS, Business Analysis, Data Management, Management, Solution Architecture, Requirements Gathering, Systems Analysis, Visual Basic, Software Project..., Data Modeling, Business Process, Unix, SharePoint, ITIL
Education
Northern Arizona University 1993 — 1995
BS, Computer Information Systems, Business
Arizona State University 1989 — 1992
Computer Information Systems
South Pasadena High School 1985 — 1989
First Republic Bank May 2011 - Present
Boston Private Bank February 2004 - May 2011
Town of Duxbury March 2001 - March 2011
Education
Boston College 1971 — 1975
FTD Companies, Inc 2005 - Present
MP3.com 2000 - 2004
First Republic Bank 1998 - 2000
The Bank of New York 1994 - 1998
Fleet Bank of Massachusetts 1993 - 1994
Skills
Variance Analysis, Analytics, Strategy, Sarbanes-Oxley Act, E-commerce, Forecasting, Financial Modeling, Strategic Financial..., Start-ups, Analysis, Financial Analysis, Process Improvement, SEC filings, Competitive Analysis, Mergers & Acquisitions, Cross-functional Team...
Education
Boston University - School of Management 1991 — 1993
Bachelor of Science (BS), Finance
State Street May 2013 - Present
State Street Global Markets August 2011 - May 2013
First Republic Bank June 2008 - August 2011
State Street 2007 - 2008
Investors Bank & Trust October 2004 - July 2007
Skills
Mutual Funds, FX Options, Trading, Financial Markets, FX trading, Series 7, Currency, Emerging Markets, Bloomberg, Foreign Exchange, Hedging
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Assumption College 1998 — 2002
Bachelors Degree, International Business
COMERICA BANK June 2014 - Present
FIRST REPUBLIC BANK September 2004 - September 2013
WELLS FARGO May 2003 - September 2004
RADIO SHACK January 1998 - May 2003
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Sales, Mortgage Lending, Wealth Management, Small Business Lending, Cross Selling, Commercial Lending, Commercial Banking, Credit Analysis, Finance, Financial Services
Education
Academy of Art University 1996 — 2000
BFA, COMPUTER ARTS
College of San Mateo 1995 — 1996
General Education
First Republic Bank August 2015 - Present
USAA May 2014 - August 2015
University of Neuchâtel August 2009 - August 2014
Metrix FZCO January 2001 - January 2006
SazehPouyesh Co January 1997 - January 2001
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Planning, Currency, Managerial Finance, Valuation, Derivatives, Leadership, IFRS, Pricing, Statistics, Accounting, Financial Risk, Finance, Portfolio Management, Risk Management, Hedging, Bloomberg, Commodity
Education
University of Neuchatel 2009 — 2014
Doctor of Philosophy (PhD), Finance, General
Simon Fraser University 2007 — 2008
Master's degree, Financial Risk Management
London Business School 2000 — 2000
Accelerated Development Program
Amirkabir University of Technology - Tehran Polytechnic 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Deutsche Bank June 2015 - August 2015
First Republic Bank May 2012 - June 2014
Stifel Financial Corp. June 2009 - May 2012
UBS June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Economics, Fixed Income, Investment Banking
Education
Duke University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 2004 — 2009
Bachelor's Degree, Economics and Finance / Minor in Mathematics
Mountain Pointe High School 2000 — 2004
High School
Charles Schwab January 2014 - Present
First Republic Bank October 2013 - January 2014
Emerson Electric January 2008 - October 2013
Teloworks Philippines, Inc. December 2006 - January 2008
Globe Telecom December 2003 - November 2006
Sykes February 2003 - December 2003
Skills
Information Security, CISSP, Risk Management, CISA, CRISC, Governance, Compliance, Security Awareness, Security Metrics, Risk Assessment, Network Security, Troubleshooting, Integration, Security, Information Technology, ISO 27001, Management, IT Management, Information Security..., Leadership
Education
Ateneo Graduate School of Business
Master of Science in Information Management (MSIM) - some units
University of the City of Manila
Bachelor of Science in Electronics and Communications Engineering (BSECE)
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
San Francisco Maritime National Park Association July 2012 - Present
Bell Investment Advisors, Inc. January 2010 - Present
Whittier Trust Co. June 2006 - January 2009
The Mechanics Bank October 2001 - June 2006
First Republic Bank May 1998 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Private Banking, Banking, Relationship Management, Financial Services, Financial Advisory, Investment Banking, Marketing, Finance, Management, Investment Strategies, Wealth, Start-ups, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Planners, Credit, Mutual Funds
Education
Babson College 1966 — 1969
BSBA, Economics
Hamilton College
Pacific Coast Banking School
First Republic Bank September 2014 - Present
Operation Carpenter January 2014 - Present
Skills
Statistics, Bloomberg, Alternative Investments, Investments, Performance Measurement, Performance Attribution, Account Reconciliation, Microsoft Excel, PowerPoint, Access, Management, Portfolio Management, Asset Allocation, Equities, Fixed Income, Asset Management, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Statistics, Entrepreneurship
University at Buffalo 2001 — 2005
BS, Business/Marketing
Lakeland High School 1997 — 2001
Kaiser Permanente August 2015 - Present
Kaiser Permanente January 2014 - December 2014
First Republic Bank June 2011 - March 2013
Robert Half Technology 2010 - June 2011
Certichron, Inc. October 2008 - March 2010
Citigroup 2002 - 2008
Citi 1998 - 2008
Bankers Leasing Company 1988 - 1998
Bankers Leasing Company 1983 - 1993
Skills
Risk Assessment, Operational Risk, Security, Business Analysis, Training, Risk Management, Information Security, Enterprise Risk..., Financial Risk, IT Strategy, Banking, IT Audit, Management, Governance, Management Consulting, CISSP, Program Management, Due Diligence, Information Technology, Business Process..., Business Continuity, Financial Services, Vendor Management, Project Management, Operational Risk..., Information Security..., Enterprise Architecture, Financial Analysis, SDLC, IT Management, Strategy
Education
Chaplaincy Institute 2013 — 2014
Certificate in Interfaith Studies, Interfaith studies
Boston College Law School 1974 — 1977
JD, Law
Dartmouth College 1966 — 1970
Bachelor of Arts, History
First Republic Bank September 2015 - Present
Accenture January 2014 - May 2015
Capco March 2010 - January 2014
State Street Bank April 2004 - April 2010
BearingPoint June 1998 - April 2003
Fidelity FOREX Inc (Fidelity Investments January 1995 - June 1997
Sumitomo Trust and Banking Corp 1990 - 1992
Bank of Ireland 1986 - 1990
Skills
Financial Services, Capital Markets, FX Options, Management, Business Analysis, Risk Management, Currency, Equities, Hedge Funds, PMO, Derivatives, Fixed Income, Trading Systems, Investment Banking, Management Consulting, Portfolio Management, Asset Management, Trading, Business Intelligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance and International Business
Trinity College Dublin 1982 — 1986
BA-mod, Economics
St. Mary's Secondary School 1976 — 1982
First Republic Bank
Skills
Investments, Real Estate, Investment Properties, Business Strategy, Residential Mortgages, Strategy
Education
Antioch University 1970 — 1975
B.A. Psychology
First Republic Bank October 2011 - Present
wachovia December 2003 - October 2007
world savings 2004 - 2007
Chase Home Finance August 2001 - November 2003
Skills
Credit Analysis, Loans, Finance, Mortgage Underwriting, Banking, Credit Risk, Portfolio Management, Financial Risk, Financial Analysis, Risk Management, Investments
Education
Asian Institute of Technology 1999 — 2001
Master of Business Administration (MBA), International Business
Asian Institute of Technology 1999 — 2001
Master of Business Administration (M.B.A.), International Business
Yangon Science and Art University 1993 — 1996
B.Sc, Physics
UBS Investment Bank August 2014 - Present
Standard & Poor's March 2012 - August 2014
Standard & Poor's May 2010 - March 2012
First Republic Bank August 2007 - April 2010
Skills
Microsoft Excel, Outlook, Fixed Income, Wealth Management, US GAAP, Statutory Accounting, VBA, PowerPoint, Microsoft Word, Bloomberg, BondEdge, Insurance, Life Insurance, Structured Products, Insurance Linked..., ALM, Chartered Financial...
Education
Boston University 2003 — 2006
Bachelor of Science, Economics & International Relations
First Republic Bank January 2013 - Present
Private November 2009 - January 2013
Deutsche Bank April 2005 - November 2009
Skills
Investments, Portfolio Management, Banking, Wealth Management, Financial Modeling, Asset Managment, Microsoft Office, Customer Service, Microsoft Excel, Equities, PowerPoint, Alternative Investments, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Credit, Strategic Financial..., New Business Development, Asset Management, Strategic Planning
Education
Boston University 1988 — 1993
Bachelor of Science (BS), Economics
First Republic Bank July 2015 - Present
First Republic Bank January 2014 - Present
First Republic Bank August 2010 - December 2013
First Republic Bank June 2012 - July 2013
Babson College Alumni Office September 2006 - December 2010
First Republic Bank May 2008 - August 2010
Best Buddies January 2008 - May 2010
Babson College Office of Campus Life August 2007 - May 2010
Sigma Kappa Sorority January 2007 - May 2010
University of Virginia January 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Public Speaking, Customer Service, Social Media, English, Data Analysis, Business Strategy, Management, Recruiting, Behavioral Interviewing, Conflict Resolution, Sales, Organizational..., Coaching, Performance Motivation, Client-oriented, Interpersonal Leadership
Education
Babson College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Liberty High School 2002 — 2006
PAREXEL March 2015 - Present
LogixHealth January 2014 - February 2015
First Republic Bank December 2010 - November 2013
Mark Sensinger, Composer May 2008 - December 2010
First Marblehead Education Resources November 2004 - May 2008
First Marblehead 2004 - 2008
Citizens Bank April 2003 - November 2004
Boston Church Of Christ July 1998 - October 2001
Skills
Business Analytics, Data Analysis, Tableau, Spotfire, Access, SQL Server Management..., SharePoint, Banking, Leadership, Management, Budgets, Process Improvement, Business Process..., Customer Service, Sarbanes-Oxley Act, Microsoft Excel, Finance, Project Management, Cross-functional Team..., Internal Audit, Risk Management, Loans, Accounting, Music, Music Production, Music Theory, Musical Theatre, Orchestral Music, Orchestration, Composition, Finale, Cakewalk Sonar, Cubase
Education
Berklee College of Music 1989 — 1993
Bachelor of Music, Jazz Composition
Berklee College of Music
Bachelor of Music, Jazz Composition
US Bank November 2009 - Present
Windemere Capital August 2005 - July 2009
First Republic Bank February 2003 - August 2005
Wells Fargo July 2000 - February 2003
John Hancock Financial Services September 1998 - July 2000
Skills
Banking, Business Development, Credit, Finance, Investments, Loans, Management, Portfolio Management, Sales
Education
Sonoma State University 1993 — 1996
B.S., Business Administration
Antelope Valley College 1991 — 1992
Associates of Art, Marketing
Sonoma State
Business Administration 2009
First Republic Bank May 2013 - Present
CWCapital April 2011 - May 2013
Arbor Commercial Mortgage September 2008 - April 2011
Washington Mutual September 2003 - September 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Seaholm 1990 — 1992
VIPdesk Connect August 2015 - Present
VIPdesk Connect June 2014 - Present
American University 2012 - June 2014
PD Systems September 2012 - May 2014
First Republic Bank June 2010 - July 2012
First Republic Bank December 2007 - June 2010
First Republic Bank November 2006 - December 2007
First Republic Bank November 2005 - November 2006
First Republic Bank May 2004 - November 2005
Meadville Children's Center 2003 - April 2004
Skills
Human Resources, Vendor Management, Onboarding, Management, Change Management, Interviews, Organizational..., Strategic Planning, Teamwork, Business Process..., Building Relationships, Project Coordination, Loan Servicing, Workforce Development, Business Continuity, Hiring, New Hire Orientations, New Hire Training, Stress Management, Organizational..., Performance Management, Recruiting, Talent Management, Training, Workshop Facilitation, Financial Services, Employee Relations, Personnel Management, Organizational Culture, Employee Training, Humor, Training & Development, Recruitment/Retention, Culture Building
Education
American University 2012 — 2014
Master's degree, Organization Development
Allegheny College 1999 — 2003
Bachelor of Science (B.S.), Neuroscience, Psychology
First Republic Bank February 2014 - Present
First Republic Bank September 2013 - February 2014
First Republic Bank June 2012 - September 2013
Bank of America August 2010 - September 2011
BNB Bank January 2008 - May 2010
Bendición de Dios January 2009 - January 2009
Paragon Sporting Goods July 2007 - January 2008
American Cancer Society January 2007 - April 2007
Skills
Conversational Cantonese, Proficient in MS Office, Microsoft Office, Customer Service, Customer Relations, Excel, PowerPoint, Word, Outlook, Access, Problem Solving, Banking, Analysis, Sales, Microsoft Word, Loans, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Master of Science (MS), Quantitative Methods and Modeling
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.32/4.00
Charles Schwab September 2014 - Present
First Republic Bank June 2011 - August 2014
Comstock Mortgage May 2009 - June 2011
Indymac Bank June 1998 - September 2008
Skills
Secondary Market, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, FHA, Risk Management, Underwriting, Finance, Real Estate, Strategic Planning, Credit Analysis, Management, Portfolio Management, Sales
Education
Azusa Pacific University 1994 — 1998
Bachelor of Science (BS), International Business
First Republic Bank November 2014 - Present
Federal Reserve Bank of San Francisco September 2009 - October 2014
National Consumer Law Center March 2008 - June 2008
Federal Reserve Bank of Boston September 2007 - December 2007
Greater Boston Legal Services May 2006 - August 2006
Skills
Consumer Financial Law, Risk Management, Banking Law, Policy, Complaint Investigations, Complaint Management, Educational Outreach, Compliance, Regulatory Compliance
Education
Northeastern University School of Law 2005 — 2008
J.D.
Boston University 2000 — 2004
B.A.
First Republic Bank July 2013 - Present
Santander Bank, N.A. January 2009 - July 2013
Citizens Bank January 2000 - January 2009
FLEET FINANCIAL GROUP January 1999 - January 2000
CENTRAL HOLIDAYS January 1998 - January 1999
EUROPEAN INCOMING SERVICES January 1994 - January 1998
Skills
Performance Management, Sales, Training, Recruiting, Selling, Banking, Customer Service, Coaching, Management, Leadership, Strategic Planning, Time Management, Marketing, Sales Operations, New Business Development, Retail Banking, Sales Management, Consumer Lending, Loans, Credit, Portfolio Management, Relationship Management, Commercial Banking, Small Business Lending, Retail banking
Education
Boston University 1990 — 1994
BA, International Relations and Economics
St Bernard's High School 1986 — 1990
High school diploma, High School/Secondary Diplomas and Certificates
TierraSanta, Rutherford Family, LP January 2012 - Present
Parallel Petroleum, LLC March 1991 - April 2013
Texas Commerce Bank March 1988 - March 1991
First Republic Bank May 1987 - March 1988
Republic bank Dallas May 1986 - May 1987
Skills
Operating Agreements,..., Oil/Gas, Surface & Mineral Owner..., Energy Finance, Contract Negotiation, Certified Professional...
Education
Baylor University - Hankamer School of Business 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Oral Roberts University 1978 — 1982
Bachelor of Arts (B.A.), Theology/Theological Studies, Education, Accounting
First Republic Bank April 2013 - Present
Greenwich Bank & Trust, NA 2011 - March 2013
Caramoor Capital Group, Inc. July 1995 - 2013
USA Bank 2009 - 2010
Hampstead Financial Corporation 1997 - 1998
JPMorgan Chase 1989 - 1995
Cushman & Wakefield 1987 - 1987
Skills
Real Estate Economics, Real Estate, Real Estate Financing, Loans, Asset Managment, Mortgage Lending, Commercial Mortgages, Due Diligence, Underwriting, Investments, Real Estate Development, Valuation, Commercial Real Estate, Real Estate Transactions, Asset Management, Banking, REO, Residential Mortgages, Funding, Finance, Leases, Property, Condos, Loan Origination, Construction Loans, Disposition, Commercial Lending, Brokerage, Financial Structuring, Portfolio Management, Investment Properties, Credit Analysis, Mortgage Banking, Credit, Asset Based Lending, Debt Restructuring, Commercial Banking, Private Banking, Acquisitions, Residential Homes, Foreclosures, First Time Home Buyers, Financial Advisory
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Real Estate and Finance
Brandeis University 1981 — 1985
BA, Biology
First Republic Bank June 2010 - Present
Bank of America September 2009 - June 2010
Citi June 2007 - September 2008
Skills
Banking, Credit, Loans, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Accounting, Investments, Finance, Financial Services, Financial Modeling, Commercial Lending, Microsoft Excel, Leadership, Salesforce.com, Sales, Commercial Banking, Management, Student Loans
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Master of Science Finance (MSF)
Santa Clara University - Leavey School of Business 2006 — 2009
Bachelor of Science (BS), Commerce Finance
St. Ignatius College Prep 2002 — 2005
High School
Wells Fargo February 2015 - Present
Robert Half Management Resources October 2014 - January 2015
First Republic Bank February 2014 - September 2014
Indiegogo May 2013 - February 2014
Wells Fargo November 2009 - May 2013
Wells Fargo January 2009 - November 2009
US Airways 2008 - 2009
Wells Fargo November 2007 - December 2008
Wells Fargo Financial November 2006 - November 2007
Swissport October 2003 - December 2005
Skills
Fraud, AML, Financial Risk, Bank Secrecy Act, Risk Management, Certified Fraud Examiner, Private Investigations, Fraud Detection, Financial Services, KYC, Investigation, OFAC, USA PATRIOT Act, Analysis, Credit, Credit Cards, Certified Fraud..., Compliance, Risk, Investigations, BSA, Financial Crime, Money Laundering, Certified Financial..., CAMS, Staff Training, Employee Relations, Data Analysis, Report Writing, Project Coordination, SARs, Working with Law..., Policy Improvements, Risk Mitigation, Compliance Programs, Trend Analysis, Consulting, FinCEN, Currency Transaction..., Debit Card Fraud..., Remote Banking Fraud..., Anti-Financial Crime..., Follow-Up Tracking, Key Risk Indicators, Collaborative Problem..., Documentation, Communication, Team Leadership, Critical Thinking, Case Management
Education
Carlow University 2012 — 2013
Master of Science (MS), Fraud & Forensics
Utica College 2010 — 2011
Master of Science, Economic Crime Management
American InterContinental University 2003 — 2005
Bachelor of Science, Criminal Justice
First Republic Bank December 2013 - Present
US BANK March 2006 - December 2013
Wells Fargo September 2003 - March 2006
R&V Management May 2001 - April 2003
Skills
Banking, Business Development, Sales Management, Risk Management, Loans, Equipment Finance, Small Business Lending, Commercial Lending, Farsi & Azeri Language, Finance, Commercial Mortgages, Mortgage Lending, Training, Credit, Consumer Lending, Lines Of Credit, Retail Banking
Education
National University 2000 — 2003
Graduate, Marketing
San Diego State University-California State University 1998 — 1999
International
Nagasaki University 1996 — 1998
Graduate, TQM and Economic development
Shahid Beheshti University 1992 — 1996
BS, Economics
KeyPoint Credit Union 2013 - Present
BlackRock 2011 - 2012
BlackRock 2010 - 2010
Union Bank 2010 - 2010
First Republic Bank 1994 - 2010
First Nationwide Bank (presently Citicorp) 1989 - 1994
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Business Analysis, Financial Accounting, Business Planning &..., Interest Rate Risk..., M&A Process Integration, Consolidated Reporting, System Implementations, REIT, Treasury
Education
Boston University
MA, Economics
Boston University Questrom School of Business
MBA, Finance
University of Hawaii at Manoa
BA, Economics
First Republic Bank March 2015 - Present
JPMorgan Chase March 2014 - February 2015
JPMorgan Chase & CO. December 2012 - February 2014
GlobeOp Financial Services May 2010 - November 2012
Deutsche Bank August 2007 - April 2010
Citi December 2005 - July 2007
Skills
AML, Hedge Funds, KYC, Financial Risk, Banking, Securities, Portfolio Management, Asset Management, Due Diligence, Financial Services, Alternative Investments, Investments, Corporate Finance, Wealth Management, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investment
First Republic Bank August 2013 - Present
Skills
TIBCO, TIBCO EMS, SOA, SOAP, SoapUI, TIBCO Rendezvous, Oracle SQL, EDI, B2B Integration, B2B, Unix, Linux, Linux server..., Unix Administration, RosettaNet, Business Connect, Oracle, TIBCO iProcess, XML, EAI, ESB, Middleware, Weblogic, JMS, Enterprise Architecture, Tomcat, SDLC, JBoss Application Server, Agile Methodologies, WSDL, Databases
Education
Anna University
Bachelor of Engineering (B.E.), Computer Engineering
University of Southern Mississippi
Master of Science (MS), Computer Science
First Republic Bank October 2009 - Present
US Bank May 2005 - September 2009
Education
Dominican University of California 2001 — 2003
MBA, Global Strategic Management
Assumption University 1999 — 2001
BBA, International Business Management
First Republic Bank October 2014 - Present
The Norman Group May 2008 - Present
Wells Fargo March 2013 - September 2014
BB&T October 2012 - March 2013
Wells Fargo Bank June 2010 - March 2012
Total Bank March 2009 - May 2010
Skills
Business Analysis, Requirements Gathering, Treasury Management, Visio, Project Management, Banking, Consulting, Microsoft Excel, Project Planning, Project Estimation, Database Design, PowerPoint, SQL, .NET, Organizational..., Design Specifications, Scope Definition, Analytic Reporting, Workflow Diagrams, Data Analytics, Data Modeling, Risk and Issue..., Quality Assurance, Vendor Analysis, Business Development, Business Strategy
Education
Baylor University
BA, Communications
Hollins University
Encanto Partners Financial Services, Inc. January 2014 - Present
First Republic Bank September 2003 - December 2013
myCFO June 2000 - September 2003
Deloitte Tax, LLP April 1996 - June 2000
Skills
High Net Worth..., Private Banking, Real Estate, Portfolio Management, Strategic Planning, Investments, Asset Management, Strategic Financial..., Management, Private Equity, Wealth Management, Due Diligence, Banking, Financial Modeling, Investment Management, Alternative Investments, Financial Planning
Education
Ain Shams University 1976 — 1980
Bachelor Degree, Business Administration / Accounting
First Republic Bank May 2010 - Present
Key Private Bank May 2007 - May 2010
Key Private Bank June 2007 - April 2010
Wells Fargo Bank, Private Client Services January 1998 - May 2007
Skills
Commercial Banking, Banking, Credit, Loans, Commercial Lending, Portfolio Management, Private Banking, Investments, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Small Business Lending, Financial Analysis, Credit Risk
Education
American Graduate School of Management 1975 — 1977
Master's Degree, Management
California Western University 1970 — 1974
Bachelor's Degree, History
Zillow June 2015 - Present
SOLOpro December 2014 - April 2015
Zillow June 2014 - August 2014
Hall Capital Partners LLC July 2010 - June 2013
Hall Capital Partners LLC May 2008 - July 2010
First Republic Bank 2007 - 2007
Skills
Marketing Strategy, Customer Acquisition, Social Media, Strategy, Marketing Analytics, Online Marketing, Venture Capital, Portfolio Management, Investments, Valuation, Financial Analysis
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing Strategy, Entrepreneurship & Innovation
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Finance, Management & Leadership
First Republic Bank November 2014 - Present
Wells Fargo June 2012 - November 2014
Wells Fargo February 2010 - June 2012
Wells Fargo April 2008 - February 2010
Ianniello, Anderson & Reilly PC May 2007 - April 2008
Solomon and Solomon, P.C. March 2002 - December 2006
Skills
AML, Compliance, Risk Management, Financial Crime, BSA, Bank Secrecy Act, Financial Risk, KYC, Banking, USA PATRIOT Act, Anti Money Laundering, Financial Services, Credit, Loans, Due Diligence, Management, Operational Risk, Operational Risk...
Education
Albany Law School of Union University 1997 — 2000
JD, Law
TCU
Bachelor of Arts (B.A.), Political Science and International Relations
First Republic Bank June 2015 - Present
KPMG October 2012 - June 2015
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis
Education
Northeastern University 2011 — 2012
Master of Science Accounting and MBA
Bates College 2006 — 2010
BA, History
Suffield Academy 2002 — 2006
Verba Software January 2015 - Present
Verba Software August 2013 - January 2015
Verba Software May 2012 - August 2013
All Locations November 2010 - April 2012
First Republic Bank November 2005 - October 2010
La Gloria English School February 2005 - June 2005
Herndon Gallery March 2002 - August 2004
Hallwalls Contemporary Art Center May 2003 - September 2003
Skills
Customer Service, People-oriented, Telephone Skills, Online Research, Photoshop, Ceramics, Twitter, Social Media, Facebook, Blogging, Ceramic, Social Networking, Training, Mac, Event Planning, Strategic Planning
Education
Antioch College 2000 — 2004
Bachelor of Arts, Communications, Media and Social Change
Antioch College 1999 — 2004
Bachelor's degree, Cultural and Interdisciplinary Studies focusing on Media and Social Change
First Republic Bank September 2015 - Present
First Republic Bank September 2013 - Present
New Penn Financial, LLC August 2012 - August 2013
Education
Arizona State University 2007 — 2012
Bachelor's degree, Mathematics, 3.00
Ocean Road Advisors, Inc. March 2014 - Present
First Republic Bank July 2011 - December 2013
Margolin, Winer & Evens LLP November 2008 - July 2011
Skills
Financial Reporting, Finance, Financial Analysis, Cash Management, Microsoft Excel, Accounting, Auditing, Financial Modeling, Internal Controls, Account Reconciliation, Settlement, DTC
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
Bachelor of Business Administration (B.B.A.) in Accounting, Accounting
Morgan Stanley July 2015 - Present
State Street August 2013 - January 2014
First Republic Bank August 2011 - January 2013
Brown Brothers Harriman April 2010 - August 2011
ArcelorMittal May 2008 - November 2009
Skills
SQL, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, Foreign Exchange, Credit Risk, Credit Analysis, Foreign Exchange Risk..., Trade Operations, SWIFT payments, SWIFT messaging, Swift Alliance, Visual Basic, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Account Reconciliation, Capital Budgeting
Education
Bentley University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Evercore Wealth Management, LLC April 2015 - Present
First Republic Bank March 2013 - April 2015
Manhattanville College June 2010 - March 2013
Education
Manhattanville College School of Business 2012 — 2014
MS Organizational Management and Human Resources
The Catholic University of America 2005 — 2009
Psychology