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
Employee
Years
Job
Industry
Alyssa Ng Alyssa Ng's First Republic Bank Experience January 2015 - Present
Job Direct Marketing Coordinator at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank January 2015 - Present
First Republic Bank July 2012 - January 2015
IET Academic Technology UC Davis September 2010 - June 2012
First Republic Bank June 2011 - September 2011
First Republic Bank June 2010 - September 2010
Skills
Public Speaking, Leadership, Microsoft Office, Customer Service, Social Media, Fundraising, Vendor Management, Risk Management, Marketing Communications, Nonprofits, Writing Skills, Editing, Contract Negotiation, Vendor Relations, Event Planning, Due Diligence, Corporate Branding, Training, Relationship Development, Database Management
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.)
First Republic Bank January 2015 - Present
First Republic Bank July 2012 - January 2015
IET Academic Technology UC Davis September 2010 - June 2012
First Republic Bank June 2011 - September 2011
First Republic Bank June 2010 - September 2010
Skills
Public Speaking, Leadership, Microsoft Office, Customer Service, Social Media, Fundraising, Vendor Management, Risk Management, Marketing Communications, Nonprofits, Writing Skills, Editing, Contract Negotiation, Vendor Relations, Event Planning, Due Diligence, Corporate Branding, Training, Relationship Development, Database Management
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.)
Robert Reza's First Republic Bank Experience January 2015 - Present
Job Banking Executive
Industry Banking
Experience
First Republic Bank January 2015 - Present
First Republic Bank April 2010 - December 2014
First Republic Bank June 2009 - December 2010
First Republic Bank December 2007 - June 2009
Skills
Credit, Loans, Commercial Lending, Banking, Mortgage Lending, Credit Analysis, Cash Management, Credit Risk, Small Business Lending, Loan Origination, Financial Analysis, Financial Risk, Underwriting, Finance, Private Banking
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Economics
First Republic Bank January 2015 - Present
First Republic Bank April 2010 - December 2014
First Republic Bank June 2009 - December 2010
First Republic Bank December 2007 - June 2009
Skills
Credit, Loans, Commercial Lending, Banking, Mortgage Lending, Credit Analysis, Cash Management, Credit Risk, Small Business Lending, Loan Origination, Financial Analysis, Financial Risk, Underwriting, Finance, Private Banking
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Economics
Yun Qing (Coco) Wang's First Republic Bank Experience March 2015 - June 2015
Job UCLA 3rd year undergraduate
Industry Financial Services
Experience
UCLA November 2014 - Present
UCLA Student Media January 2015 - Present
First Republic Bank March 2015 - June 2015
China Merchants Bank August 2014 - September 2014
Softbank China Venture Capital July 2011 - August 2011
EF Education First July 2010 - August 2010
Skills
Financial Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Event Planning, C++, Taxwise, PDF editing
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.)
Shanghai High School International Division 2010 — 2012
International Baccalaureate Diploma
University of Toronto Schools 2007 — 2009
UCLA November 2014 - Present
UCLA Student Media January 2015 - Present
First Republic Bank March 2015 - June 2015
China Merchants Bank August 2014 - September 2014
Softbank China Venture Capital July 2011 - August 2011
EF Education First July 2010 - August 2010
Skills
Financial Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Event Planning, C++, Taxwise, PDF editing
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.)
Shanghai High School International Division 2010 — 2012
International Baccalaureate Diploma
University of Toronto Schools 2007 — 2009
Kevin Moraine Kevin Moraine's First Republic Bank Experience October 2013 - April 2014
Job Compliance Consultant at Wells Fargo
Industry Law Practice
Experience
Wells Fargo September 2014 - Present
First Republic Bank October 2013 - April 2014
National Asian American Coalition 2013 - 2013
Skills
Legal Research, Westlaw, Mediation, Litigation, Legal Writing, Civil Litigation, Research, Legal Assistance, Intellectual Property, Legal Issues, Corporate Law
Education
University of California, Hastings College of the Law 2009 — 2012
Doctor of Law (JD)
UCI 2001 — 2005
Bachelor's degree, History
Wells Fargo September 2014 - Present
First Republic Bank October 2013 - April 2014
National Asian American Coalition 2013 - 2013
Skills
Legal Research, Westlaw, Mediation, Litigation, Legal Writing, Civil Litigation, Research, Legal Assistance, Intellectual Property, Legal Issues, Corporate Law
Education
University of California, Hastings College of the Law 2009 — 2012
Doctor of Law (JD)
UCI 2001 — 2005
Bachelor's degree, History
Annie Jizmagian Annie Jizmagian's First Republic Bank Experience September 2007 - February 2008
Job Stylist Communications Manager at Stella & Dot
Industry Information Technology and Services
Experience
Stella & Dot June 2014 - Present
Athleta October 2013 - May 2014
Gap Inc. June 2010 - October 2013
Examiner.com March 2010 - May 2012
NetApp March 2008 - May 2010
First Republic Bank September 2007 - February 2008
Skills
Social Media, Microsoft Office, PowerPoint, Internal Communications, Corporate Communications, Public Relations, Marketing Communications, Event Planning, Social Networking, Blogging, Integrated Marketing, Press Releases, Copywriting, Strategic Communications, Project Management, Communication
Education
University of California, Davis 2003 — 2007
BA, Communication and Human Development
Lick-Wilmerding High School 1999 — 2003
Stella & Dot June 2014 - Present
Athleta October 2013 - May 2014
Gap Inc. June 2010 - October 2013
Examiner.com March 2010 - May 2012
NetApp March 2008 - May 2010
First Republic Bank September 2007 - February 2008
Skills
Social Media, Microsoft Office, PowerPoint, Internal Communications, Corporate Communications, Public Relations, Marketing Communications, Event Planning, Social Networking, Blogging, Integrated Marketing, Press Releases, Copywriting, Strategic Communications, Project Management, Communication
Education
University of California, Davis 2003 — 2007
BA, Communication and Human Development
Lick-Wilmerding High School 1999 — 2003
Hugh Hoang Hugh Hoang's First Republic Bank Experience January 2013 - Present
Job DBA Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2013 - Present
First Republic Bank November 2011 - December 2012
SMILE BUSINESS PRODUCTS INC. February 2010 - November 2010
DTH, INC. May 2003 - November 2009
LEXI INTERNATIONAL INC. May 2000 - April 2002
Skills
Advanced MS Excel..., Access (query,..., Appian, Monarch Pro, Business Objects, Tableau, Crystal Reports, SQL, VBA
Education
Devry University 2000 — 2002
Bachelor of Science (B.S.), Computer Information Systems
University of California, San Diego 1993 — 1997
Bachelor of Science (BS), Biochemistry
First Republic Bank January 2013 - Present
First Republic Bank November 2011 - December 2012
SMILE BUSINESS PRODUCTS INC. February 2010 - November 2010
DTH, INC. May 2003 - November 2009
LEXI INTERNATIONAL INC. May 2000 - April 2002
Skills
Advanced MS Excel..., Access (query,..., Appian, Monarch Pro, Business Objects, Tableau, Crystal Reports, SQL, VBA
Education
Devry University 2000 — 2002
Bachelor of Science (B.S.), Computer Information Systems
University of California, San Diego 1993 — 1997
Bachelor of Science (BS), Biochemistry
Alison Elving Alison Elving's First Republic Bank Experience February 2014 - October 2014
Job Sales Coordinator at Destinations by Design
Industry Events Services
Experience
Destinations by Design, Inc. May 2015 - Present
The Promotional Edge November 2014 - January 2015
First Republic Bank February 2014 - October 2014
UBS Investment Bank August 2012 - August 2013
UCSB Faculty Club November 2008 - December 2011
Skills
Teamwork, Human Resources, Event Management, Leadership, Project Delivery, Project Management, PowerPoint, Change Control, Business Strategy, Training
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts (BA), Sociology
Oakdale High School
Oakdale High School
Destinations by Design, Inc. May 2015 - Present
The Promotional Edge November 2014 - January 2015
First Republic Bank February 2014 - October 2014
UBS Investment Bank August 2012 - August 2013
UCSB Faculty Club November 2008 - December 2011
Skills
Teamwork, Human Resources, Event Management, Leadership, Project Delivery, Project Management, PowerPoint, Change Control, Business Strategy, Training
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts (BA), Sociology
Oakdale High School
Oakdale High School
Kevin Kyauk Kevin Kyauk's First Republic Bank Experience January 2013 - Present
Job Operations Control Engineer
Industry Banking
Experience
First Republic Bank January 2013 - Present
First Republic Bank December 2009 - January 2013
Murphy, McKay & Associates January 2006 - November 2009
Skills
Project Management, Customer Service, Follow Through, Foreign Languages, Troubleshooting
Education
UC Davis 2006 — 2009
Bachelor of Arts (B.A.), Economics
First Republic Bank January 2013 - Present
First Republic Bank December 2009 - January 2013
Murphy, McKay & Associates January 2006 - November 2009
Skills
Project Management, Customer Service, Follow Through, Foreign Languages, Troubleshooting
Education
UC Davis 2006 — 2009
Bachelor of Arts (B.A.), Economics
Amanda Sturges's First Republic Bank Experience June 2015 - July 2015
Job Advisory Associate
Industry Investment Management
Experience
BBR Partners September 2015 - Present
First Republic Bank June 2015 - July 2015
BHIC LLC - Bollenbach Family Office November 2013 - October 2014
Maguire Aviation Group LLC August 2012 - January 2013
Hotel Bel Air September 2011 - January 2013
The Peninsula Beverly Hills October 2009 - August 2011
Clarion Hotel & Conference Center June 2008 - August 2008
Carnegie Mellon University, Computing Services August 2006 - December 2007
Surf and Sand Resort May 2007 - August 2007
Carnegie Mellon University May 2006 - July 2006
Skills
Hospitality Management, Customer Service, Event Management, Event Planning, Training, Microsoft Excel, Management, Equity Research, Equity Research Analysis, Financial Analysis, Financial Modeling, Finance, Capital IQ, Payroll Processing, Benefits Administration, Internal Communications, Human Resources, Front Office, Concierge Services, Social Media, Hospitality, Catering, Alumni Relations, Customer Relations, Inventory Management, Guest Service, Public Speaking, Strategic Planning, Customer Satisfaction, Leadership, Financial Reporting, Office Management, Paychex, Administrative..., Advent
Education
University of California, Los Angeles 2013 — 2015
Certificate in Finance, Investment Management and Analysis
Carnegie Mellon University 2005 — 2009
Bachelor's Degree, Business Administration, Decision Science
Franklin College of Switzerland 2008 — 2008
Summer Abroad, International business and economics
Laurel School
High School
BBR Partners September 2015 - Present
First Republic Bank June 2015 - July 2015
BHIC LLC - Bollenbach Family Office November 2013 - October 2014
Maguire Aviation Group LLC August 2012 - January 2013
Hotel Bel Air September 2011 - January 2013
The Peninsula Beverly Hills October 2009 - August 2011
Clarion Hotel & Conference Center June 2008 - August 2008
Carnegie Mellon University, Computing Services August 2006 - December 2007
Surf and Sand Resort May 2007 - August 2007
Carnegie Mellon University May 2006 - July 2006
Skills
Hospitality Management, Customer Service, Event Management, Event Planning, Training, Microsoft Excel, Management, Equity Research, Equity Research Analysis, Financial Analysis, Financial Modeling, Finance, Capital IQ, Payroll Processing, Benefits Administration, Internal Communications, Human Resources, Front Office, Concierge Services, Social Media, Hospitality, Catering, Alumni Relations, Customer Relations, Inventory Management, Guest Service, Public Speaking, Strategic Planning, Customer Satisfaction, Leadership, Financial Reporting, Office Management, Paychex, Administrative..., Advent
Education
University of California, Los Angeles 2013 — 2015
Certificate in Finance, Investment Management and Analysis
Carnegie Mellon University 2005 — 2009
Bachelor's Degree, Business Administration, Decision Science
Franklin College of Switzerland 2008 — 2008
Summer Abroad, International business and economics
Laurel School
High School
Jonathan Garrett Jonathan Garrett's First Republic Bank Experience July 2013 - March 2014
Job Broker / Owner at DentaLogic Capital Inc.
Industry Financial Services
Experience
DentaLogic Capital Inc. March 2014 - Present
First Republic Bank July 2013 - March 2014
East West Bank - Professional Practice Solutions Group June 2011 - July 2013
Bank of America June 2008 - June 2011
Glenwood Development Company May 2007 - August 2007
Merrill Lynch April 2006 - June 2006
Skills
Portfolio Management, Loans, Financial Analysis, Due Diligence, Investments, Commercial Real Estate
Education
University of California, Los Angeles 2009 — 2012
Real Estate Certificate, Concentration in Investment, Real Estate
Utah State University - Jon M. Huntsman School of Business 2001 — 2007
BA, Finance
DentaLogic Capital Inc. March 2014 - Present
First Republic Bank July 2013 - March 2014
East West Bank - Professional Practice Solutions Group June 2011 - July 2013
Bank of America June 2008 - June 2011
Glenwood Development Company May 2007 - August 2007
Merrill Lynch April 2006 - June 2006
Skills
Portfolio Management, Loans, Financial Analysis, Due Diligence, Investments, Commercial Real Estate
Education
University of California, Los Angeles 2009 — 2012
Real Estate Certificate, Concentration in Investment, Real Estate
Utah State University - Jon M. Huntsman School of Business 2001 — 2007
BA, Finance
Mika Harrington's First Republic Bank Experience January 2015 - Present
Job Board Relations Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2015 - Present
First Republic Bank August 2013 - December 2014
First Republic Bank January 2011 - July 2013
First Republic Bank September 2010 - December 2010
First Republic Bank May 2010 - September 2010
First Republic Bank February 2010 - May 2010
First Republic Bank December 2009 - February 2010
Skills
Credit, Banking, Loans, Private Banking, Commercial Lending, Commercial Banking, Portfolio Management, Mortgage Lending, Credit Analysis, Retail Banking, Credit Risk, Relationship Management, Wealth Management, Business Analysis, Financial Risk, Risk Management, Asset Allocation, Equities, Operational Risk..., Enterprise Risk..., Finance, Investment Advisory, Financial Modeling, Strategic Financial..., Operational Risk, Treasury Management, Small Business Lending, Cash Management, Underwriting, Investments, Financial Analysis, Mutual Funds, Alternative Investments, Asset Management, Payments
Education
University of California, Davis
BA, Economics
First Republic Bank January 2015 - Present
First Republic Bank August 2013 - December 2014
First Republic Bank January 2011 - July 2013
First Republic Bank September 2010 - December 2010
First Republic Bank May 2010 - September 2010
First Republic Bank February 2010 - May 2010
First Republic Bank December 2009 - February 2010
Skills
Credit, Banking, Loans, Private Banking, Commercial Lending, Commercial Banking, Portfolio Management, Mortgage Lending, Credit Analysis, Retail Banking, Credit Risk, Relationship Management, Wealth Management, Business Analysis, Financial Risk, Risk Management, Asset Allocation, Equities, Operational Risk..., Enterprise Risk..., Finance, Investment Advisory, Financial Modeling, Strategic Financial..., Operational Risk, Treasury Management, Small Business Lending, Cash Management, Underwriting, Investments, Financial Analysis, Mutual Funds, Alternative Investments, Asset Management, Payments
Education
University of California, Davis
BA, Economics
Cynthia Spalding Cynthia Spalding's First Republic Bank Experience 1985 - 1988
Job Law Office Business Manager
Industry Law Practice
Experience
Springs & Associates P. C. January 2008 - June 2014
Titchell Maltzman Mark & Ohleyer January 2000 - February 2008
First Republic Bank 1985 - 1988
First Interstate Bank 1984 - 1985
Skills
Trust Accounting, Office Administration, Billing Process, Human Resources, Banking, Notary Public, Accounts Payable, Accounts Receivable, Business Management, Benefits Administration, Vendor Management, Management
Education
University of California, Davis 1980 — 1984
Agricultural Economics
University of Oxford
Summer Program
Springs & Associates P. C. January 2008 - June 2014
Titchell Maltzman Mark & Ohleyer January 2000 - February 2008
First Republic Bank 1985 - 1988
First Interstate Bank 1984 - 1985
Skills
Trust Accounting, Office Administration, Billing Process, Human Resources, Banking, Notary Public, Accounts Payable, Accounts Receivable, Business Management, Benefits Administration, Vendor Management, Management
Education
University of California, Davis 1980 — 1984
Agricultural Economics
University of Oxford
Summer Program
Malana Moberg Malana Moberg's First Republic Bank Experience September 2014 - June 2015
Job Marketing and Management Consultant
Industry Management Consulting
Experience
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Colleen Callanan's First Republic Bank Experience August 2015 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
First Republic Bank January 2014 - Present
First Republic Bank July 2011 - December 2013
First Republic Bank March 2010 - July 2011
Girvin Associates October 2005 - March 2010
Westamerica Bank June 2005 - October 2005
California Land Title Company 1999 - 2001
Skills
Customer Service, Microsoft Office, Outlook, Excel, Banking, Spanish, Compliance, Commercial Banking, Credit, Accounting, Financial Modeling, Leadership, Management
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Global and International Studies
Novato High School 1997 — 2001
First Republic Bank August 2015 - Present
First Republic Bank January 2014 - Present
First Republic Bank July 2011 - December 2013
First Republic Bank March 2010 - July 2011
Girvin Associates October 2005 - March 2010
Westamerica Bank June 2005 - October 2005
California Land Title Company 1999 - 2001
Skills
Customer Service, Microsoft Office, Outlook, Excel, Banking, Spanish, Compliance, Commercial Banking, Credit, Accounting, Financial Modeling, Leadership, Management
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Global and International Studies
Novato High School 1997 — 2001
Tracy Lo, CFA Tracy Lo, CFA's First Republic Bank Experience January 2015 - Present
Job Associate Director at First Republic Bank
Industry Capital Markets
Experience
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
Nathan Rogge Nathan Rogge's First Republic Bank Experience October 2002 - February 2006
Job President of Bank of Southern California, N.A.
Industry Banking
Experience
Bank of Southern California February 2008 - Present
First Business Bank, N.A. March 2006 - February 2008
First Republic Bank October 2002 - February 2006
First National Bank of San Diego 1998 - 2002
Wells Fargo Bank 1992 - 1997
Skills
Banking, Credit, Commercial Lending, Loans, SBA, Commercial Mortgages, Small Business Lending, Commercial Banking, Mortgage Lending, Financial Services, Finance, Leadership, Management, Credit Analysis, Financial Analysis, Small Business, Due Diligence, Credit Risk, Underwriting, Branch Banking, Lines Of Credit, Portfolio Management, Team Building, Risk Management, Retail Banking, Financial Risk, Loan Origination
Education
University of California, Davis 1988 — 1992
B.S., Agricultural and Managerial Economics
Cabrillo Hight School
Bank of Southern California February 2008 - Present
First Business Bank, N.A. March 2006 - February 2008
First Republic Bank October 2002 - February 2006
First National Bank of San Diego 1998 - 2002
Wells Fargo Bank 1992 - 1997
Skills
Banking, Credit, Commercial Lending, Loans, SBA, Commercial Mortgages, Small Business Lending, Commercial Banking, Mortgage Lending, Financial Services, Finance, Leadership, Management, Credit Analysis, Financial Analysis, Small Business, Due Diligence, Credit Risk, Underwriting, Branch Banking, Lines Of Credit, Portfolio Management, Team Building, Risk Management, Retail Banking, Financial Risk, Loan Origination
Education
University of California, Davis 1988 — 1992
B.S., Agricultural and Managerial Economics
Cabrillo Hight School
Ashlee Klim Ashlee Klim's First Republic Bank Experience December 2007 - February 2012
Job Executive Assistant at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank February 2013 - Present
Oracle February 2012 - February 2013
First Republic Bank December 2007 - February 2012
SusieCakes Bakeries 2011 - 2012
Skills
Event Planning, PowerPoint, Customer Service
Education
UC Santa Barbara 2003 — 2007
BA, Communication
Silicon Valley Bank February 2013 - Present
Oracle February 2012 - February 2013
First Republic Bank December 2007 - February 2012
SusieCakes Bakeries 2011 - 2012
Skills
Event Planning, PowerPoint, Customer Service
Education
UC Santa Barbara 2003 — 2007
BA, Communication
Calvin Yee Calvin Yee's First Republic Bank Experience April 2015 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2015 - Present
Bank of the West - BNP Paribas October 2013 - April 2015
Bank of the West - BNP Paribas November 2011 - October 2013
Asian Pacific Islander American (APIA) Searchlight Directory Magazine September 2010 - September 2011
Skills
Banking, Retail Banking, Credit, Customer Satisfaction, Customer Service, Cash Management, Risk Management, Deposits, Cross Selling, Sales, Commercial Banking, Teller Operations, Organization, Cash-flow Management, Operational Risk..., Relationship Management, Branch Management, Internet Banking, Operational Risk, Bank Secrecy Act, Merchant Services, Customer Relationship..., FIS, Auditing, Microsoft Office, PowerPoint, CRM, Microsoft Word
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Asian American Studies Emphasis on Media, Minor in Communications
Thurgood Marshall Academic High School 2003 — 2007
First Republic Bank April 2015 - Present
Bank of the West - BNP Paribas October 2013 - April 2015
Bank of the West - BNP Paribas November 2011 - October 2013
Asian Pacific Islander American (APIA) Searchlight Directory Magazine September 2010 - September 2011
Skills
Banking, Retail Banking, Credit, Customer Satisfaction, Customer Service, Cash Management, Risk Management, Deposits, Cross Selling, Sales, Commercial Banking, Teller Operations, Organization, Cash-flow Management, Operational Risk..., Relationship Management, Branch Management, Internet Banking, Operational Risk, Bank Secrecy Act, Merchant Services, Customer Relationship..., FIS, Auditing, Microsoft Office, PowerPoint, CRM, Microsoft Word
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Asian American Studies Emphasis on Media, Minor in Communications
Thurgood Marshall Academic High School 2003 — 2007
Nabil Afifi Nabil Afifi's First Republic Bank Experience December 2014 - January 2015
Job Business Development Intern at Enrou
Industry Financial Services
Experience
Bloomberg LP June 2015 - August 2015
First Republic Bank December 2014 - January 2015
Academic Advancement Program (AAP) UCLA April 2013 - September 2014
Ernst & Young July 2013 - September 2013
Bilal Hospital June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Teamwork, Leadership, Data Analysis, Social Media, Social Networking, Bloomberg Terminal, Event Planning, Fundraising, Management
Education
UCLA 2012 — 2016
International/Global Studies & Economics
Study Abroad in France & Belgium
International Business, Trade, and Tax Law
Bloomberg LP June 2015 - August 2015
First Republic Bank December 2014 - January 2015
Academic Advancement Program (AAP) UCLA April 2013 - September 2014
Ernst & Young July 2013 - September 2013
Bilal Hospital June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Teamwork, Leadership, Data Analysis, Social Media, Social Networking, Bloomberg Terminal, Event Planning, Fundraising, Management
Education
UCLA 2012 — 2016
International/Global Studies & Economics
Study Abroad in France & Belgium
International Business, Trade, and Tax Law
Monika (Hanssen) Mugg Monika (Hanssen) Mugg's First Republic Bank Experience December 2012 - Present
Job Senior Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2012 - Present
Luminous Capital (acquired by First Republic Bank) May 2008 - December 2012
Merrill Lynch June 2005 - May 2008
Accenture September 1999 - May 2005
Education
University of California, Los Angeles 2007 — 2008
Certificate in Financial Planning
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), International Economics
First Republic Bank December 2012 - Present
Luminous Capital (acquired by First Republic Bank) May 2008 - December 2012
Merrill Lynch June 2005 - May 2008
Accenture September 1999 - May 2005
Education
University of California, Los Angeles 2007 — 2008
Certificate in Financial Planning
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), International Economics
Nick Seraydarian Nick Seraydarian's First Republic Bank Experience April 2014 - April 2015
Job Senior Associate at Super G Funding, LLC
Industry Venture Capital & Private Equity
Experience
Super G Funding, LLC April 2015 - Present
First Republic Bank April 2014 - April 2015
US Capital Partners December 2011 - March 2014
Skills
Financial Analysis, Corporate Finance, Capital Markets, Valuation, Due Diligence, Investments, Credit Analysis, Business Development, Investment Banking, Strategic Planning, Social Media, Microsoft Office, Cold Calling, Sales, Project Management, Project Planning, Technical Writing, Web Project Management, Website Development, Corporate Communications, Strategic Communications, Marketing Communications, Funding, Finance, Structured Finance
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Tamalpais High School
Super G Funding, LLC April 2015 - Present
First Republic Bank April 2014 - April 2015
US Capital Partners December 2011 - March 2014
Skills
Financial Analysis, Corporate Finance, Capital Markets, Valuation, Due Diligence, Investments, Credit Analysis, Business Development, Investment Banking, Strategic Planning, Social Media, Microsoft Office, Cold Calling, Sales, Project Management, Project Planning, Technical Writing, Web Project Management, Website Development, Corporate Communications, Strategic Communications, Marketing Communications, Funding, Finance, Structured Finance
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Tamalpais High School
Nima Mokhtarani Nima Mokhtarani's First Republic Bank Experience February 2013 - Present
Job Client Services at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
Wells Fargo Advisors September 2010 - January 2013
Education
University of California, Riverside 2005 — 2010
Bachelor of Business Administration (B.B.A.)
First Republic Bank February 2013 - Present
Wells Fargo Advisors September 2010 - January 2013
Education
University of California, Riverside 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Marjan Shariat Marjan Shariat's First Republic Bank Experience February 2014 - Present
Job VP, AML Solutions & Analytics at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2014 - Present
First Republic Bank July 2011 - January 2014
First Republic Bank November 2009 - July 2011
First Republic Bank September 2008 - October 2009
Separ Solutions August 2003 - October 2009
Logitech January 2008 - August 2008
Silicon Valley Bank October 2005 - January 2008
Hewlett-Packard September 2004 - October 2005
Currenex, Inc. February 2000 - August 2003
Hewlett-Packard November 1995 - February 2000
Skills
Risk Management, Project Management, Process Improvement, Financial Services, Consulting, SDLC, Business Analysis, Program Management, Product Management, Portfolio Management, Certified Anti-Money..., Fraud Detection, Risk Assessment, Business Intelligence, Business Process..., PMO, Project Planning, Strategy, Management, Information Technology, Banking, PMP, Business Continuity, Change Management, AML, Business Process, Analysis, Leadership, Governance, Financial Analysis, Disaster Recovery, Financial Risk, Vendor Management, Data Center, IT Service Management, Software Project..., Enterprise Architecture, Project Portfolio..., IT Management, Business Requirements, IT Strategy
Education
University of California, Irvine 1986 — 1988
BS
University of California, Irvine 1981 — 1984
BA
First Republic Bank February 2014 - Present
First Republic Bank July 2011 - January 2014
First Republic Bank November 2009 - July 2011
First Republic Bank September 2008 - October 2009
Separ Solutions August 2003 - October 2009
Logitech January 2008 - August 2008
Silicon Valley Bank October 2005 - January 2008
Hewlett-Packard September 2004 - October 2005
Currenex, Inc. February 2000 - August 2003
Hewlett-Packard November 1995 - February 2000
Skills
Risk Management, Project Management, Process Improvement, Financial Services, Consulting, SDLC, Business Analysis, Program Management, Product Management, Portfolio Management, Certified Anti-Money..., Fraud Detection, Risk Assessment, Business Intelligence, Business Process..., PMO, Project Planning, Strategy, Management, Information Technology, Banking, PMP, Business Continuity, Change Management, AML, Business Process, Analysis, Leadership, Governance, Financial Analysis, Disaster Recovery, Financial Risk, Vendor Management, Data Center, IT Service Management, Software Project..., Enterprise Architecture, Project Portfolio..., IT Management, Business Requirements, IT Strategy
Education
University of California, Irvine 1986 — 1988
BS
University of California, Irvine 1981 — 1984
BA
Sonia Bui Sonia Bui's First Republic Bank Experience April 2013 - November 2014
Job Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital November 2014 - Present
First Republic Bank April 2013 - November 2014
Technology Crossover Ventures June 2012 - March 2013
Charles Schwab October 2011 - May 2012
The California Group January 2011 - June 2011
Consulate General of Ireland January 2011 - April 2011
Skills
Fundraising, Research, Politics, Event Planning, Outlook, Analysis, Policy Analysis, Public Speaking, Microsoft Excel, PowerPoint, Editing, Social Media, Strategic Planning, Data Analysis, Management, Leadership
Education
University of California, Los Angeles
B.A., Anthropology
ICONIQ Capital November 2014 - Present
First Republic Bank April 2013 - November 2014
Technology Crossover Ventures June 2012 - March 2013
Charles Schwab October 2011 - May 2012
The California Group January 2011 - June 2011
Consulate General of Ireland January 2011 - April 2011
Skills
Fundraising, Research, Politics, Event Planning, Outlook, Analysis, Policy Analysis, Public Speaking, Microsoft Excel, PowerPoint, Editing, Social Media, Strategic Planning, Data Analysis, Management, Leadership
Education
University of California, Los Angeles
B.A., Anthropology
Pamela Bennett's First Republic Bank Experience June 2010 - Present
Job Managing Director at First Republic Investment Management
Industry
Experience
First Republic Bank June 2010 - Present
City National Bank March 2002 - June 2010
UBS 1994 - 2002
Wells Fargo 1988 - 1994
Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Investment Advisory, Commercial Lending, Investment Management
Education
UCLA
PFP, Financial Planning and Services
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Communication and Media Studies
First Republic Bank June 2010 - Present
City National Bank March 2002 - June 2010
UBS 1994 - 2002
Wells Fargo 1988 - 1994
Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Investment Advisory, Commercial Lending, Investment Management
Education
UCLA
PFP, Financial Planning and Services
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Communication and Media Studies
Travis Wainman Travis Wainman's First Republic Bank Experience June 2011 - December 2012
Job Quality Assurance Analyst at A9.com
Industry Computer Software
Experience
A9.com June 2015 - Present
Wells Fargo January 2013 - May 2015
First Republic Bank June 2011 - December 2012
Community Vocational Enterprises June 2008 - September 2008
The San Francisco Foundation June 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Non-profits, Research, PowerPoint, Microsoft Word, Community Outreach, Outlook, Social Media, Public Speaking, QuickBooks, Strategic Planning, Sales, Banking, Leadership, Data Analysis, Accounting, Analysis, Nonprofits, Training
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Economics
Lowell High School 2002 — 2006
A9.com June 2015 - Present
Wells Fargo January 2013 - May 2015
First Republic Bank June 2011 - December 2012
Community Vocational Enterprises June 2008 - September 2008
The San Francisco Foundation June 2006 - August 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Non-profits, Research, PowerPoint, Microsoft Word, Community Outreach, Outlook, Social Media, Public Speaking, QuickBooks, Strategic Planning, Sales, Banking, Leadership, Data Analysis, Accounting, Analysis, Nonprofits, Training
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Economics
Lowell High School 2002 — 2006
Edward Paik's First Republic Bank Experience February 2012 - August 2012
Job Assistant Account Executive at Nigro Karlin Segal Feldstein & Bolno LLC
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Nigro Karlin Segal Feldstein & Bolno January 2014 - Present
First Republic Personal Financial Services August 2012 - December 2013
First Republic Bank February 2012 - August 2012
Undergraduate Consulting Association March 2010 - June 2012
AXA Advisors September 2011 - February 2012
Merrill Lynch January 2011 - June 2011
Economic Business Development, Inc August 2010 - September 2010
Education
University of California, Irvine 2008 — 2012
Bachelor of Science, Business Economics
Jeffery Ladner Jeffery Ladner's First Republic Bank Experience June 2007 - October 2009
Job CPhT at Brightstar Healthcare, Lafayette
Industry Pharmaceuticals
Experience
Brightstar Healthcare, Lafayette May 2013 - Present
Kaiser Permanente Medical Center December 2012 - January 2013
First Republic Bank June 2007 - October 2009
Skills
PowerPoint, Research, Photoshop, Social Media, Public Speaking, C++, Java, HTML, C
Education
Contra Costa Medical Career College 2012 — 2013
CPhT, Pharmacy Technology, 3.85 GPA
University of California, Riverside
Mathematics
Brightstar Healthcare, Lafayette May 2013 - Present
Kaiser Permanente Medical Center December 2012 - January 2013
First Republic Bank June 2007 - October 2009
Skills
PowerPoint, Research, Photoshop, Social Media, Public Speaking, C++, Java, HTML, C
Education
Contra Costa Medical Career College 2012 — 2013
CPhT, Pharmacy Technology, 3.85 GPA
University of California, Riverside
Mathematics
Mario Ernesto Lopez Mario Ernesto Lopez's First Republic Bank Experience October 2007 - April 2008
Job Intern, National Economic Council at The White House
Industry Law Practice
Experience
UC Hastings College of the Law August 2012 - May 2015
The White House September 2014 - December 2014
San Mateo County District Attorney's Office May 2014 - August 2014
Verizon June 2013 - August 2013
Charles Schwab November 2010 - July 2012
College of Marin Foundation October 2008 - February 2012
Union Bank April 2008 - November 2010
First Republic Bank October 2007 - April 2008
Bank of America June 2002 - June 2007
United States Senate January 2007 - March 2007
Skills
Public Speaking, English-Spanish, Sales, Client Development, Business Development, Government, Microsoft Office, Legal Research, Editing, Finance, Event Planning, Fundraising, Public Relations, Westlaw, Community Outreach, Research, Investments, Nonprofits, Data Analysis, Spanish, CRM
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
University of California, Davis
Bachelor of Arts (B.A.), Political Science
UC Hastings College of the Law August 2012 - May 2015
The White House September 2014 - December 2014
San Mateo County District Attorney's Office May 2014 - August 2014
Verizon June 2013 - August 2013
Charles Schwab November 2010 - July 2012
College of Marin Foundation October 2008 - February 2012
Union Bank April 2008 - November 2010
First Republic Bank October 2007 - April 2008
Bank of America June 2002 - June 2007
United States Senate January 2007 - March 2007
Skills
Public Speaking, English-Spanish, Sales, Client Development, Business Development, Government, Microsoft Office, Legal Research, Editing, Finance, Event Planning, Fundraising, Public Relations, Westlaw, Community Outreach, Research, Investments, Nonprofits, Data Analysis, Spanish, CRM
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Axel Plamen Petrov's First Republic Bank Experience November 2013 - Present
Job Director Asset Liability Management
Industry Banking
Experience
First Republic Bank November 2013 - Present
Union Bank November 2010 - November 2013
Bank of America Merrill Lynch February 2010 - November 2010
Flagstone Lending Group July 2009 - February 2010
Comerica Bank June 2008 - July 2009
MidFirst Bank July 2002 - June 2008
Skills
ALM, Financial Analysis, Risk Management, Credit Risk, Financial Modeling, Banking, Valuation, Finance, Credit Analysis, Business Analysis, Portfolio Management, Financial Reporting, Process Improvement, Corporate Finance, Analysis, Fixed Income, Bonds, Business Intelligence, Asset Management, Mortgage Banking, Mergers, SQL, VBA, Database Design, Bloomberg Terminal, Bancware, Quantitative Risk..., Mergers & Acquisitions
Education
University of California, Irvine 2010 — 2013
Master of Business Administration (MBA)
First Republic Bank November 2013 - Present
Union Bank November 2010 - November 2013
Bank of America Merrill Lynch February 2010 - November 2010
Flagstone Lending Group July 2009 - February 2010
Comerica Bank June 2008 - July 2009
MidFirst Bank July 2002 - June 2008
Skills
ALM, Financial Analysis, Risk Management, Credit Risk, Financial Modeling, Banking, Valuation, Finance, Credit Analysis, Business Analysis, Portfolio Management, Financial Reporting, Process Improvement, Corporate Finance, Analysis, Fixed Income, Bonds, Business Intelligence, Asset Management, Mortgage Banking, Mergers, SQL, VBA, Database Design, Bloomberg Terminal, Bancware, Quantitative Risk..., Mergers & Acquisitions
Education
University of California, Irvine 2010 — 2013
Master of Business Administration (MBA)
Pai Tieu Pai Tieu's First Republic Bank Experience October 2011 - Present
Job Client Services Associate at First Republic Bank
Industry Banking
Abdullah Nezami's First Republic Bank Experience June 2009 - Present
Job Business Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2009 - Present
Parnassus Investments June 2008 - August 2008
Skills
Investment Management, Equity Research, Commercial Lending, Credit Risk, Credit Analysis, Credit, Small Business Lending, Customer Service, Finance, Financial Services, Commercial Banking
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor of Science, Business Administration
First Republic Bank June 2009 - Present
Parnassus Investments June 2008 - August 2008
Skills
Investment Management, Equity Research, Commercial Lending, Credit Risk, Credit Analysis, Credit, Small Business Lending, Customer Service, Finance, Financial Services, Commercial Banking
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor of Science, Business Administration
Clark Hagman Clark Hagman's First Republic Bank Experience January 2010 - June 2010
Job Senior Associate at Newmark Cornish & Carey
Industry Commercial Real Estate
Experience
Newmark Cornish & Carey August 2014 - Present
Kidder Mathews June 2011 - August 2014
Kidder Mathews June 2010 - June 2011
First Republic Bank January 2010 - June 2010
Marcus & Millichap June 2008 - September 2008
Skills
Location Intelligence, Leases, Tenant Representation, Lease Negotiations, Landlord, Appraisals, Real Estate, Disposition, Brokerage, Tenant, Corporate Real Estate, Lease Administration, Real Estate Economics, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Portfolio Management, Valuation, Property Management
Education
University of California, Davis 2005 — 2009
B.A., Economics, Communication
Newmark Cornish & Carey August 2014 - Present
Kidder Mathews June 2011 - August 2014
Kidder Mathews June 2010 - June 2011
First Republic Bank January 2010 - June 2010
Marcus & Millichap June 2008 - September 2008
Skills
Location Intelligence, Leases, Tenant Representation, Lease Negotiations, Landlord, Appraisals, Real Estate, Disposition, Brokerage, Tenant, Corporate Real Estate, Lease Administration, Real Estate Economics, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Portfolio Management, Valuation, Property Management
Education
University of California, Davis 2005 — 2009
B.A., Economics, Communication
Tonni Cholahan Tonni Cholahan's First Republic Bank Experience 2001 - 2006
Job Banking Professional
Industry Banking
Experience
OneWest Bank November 2011 - May 2013
OneWest Bank 2011 - 2012
Wells Fargo Bank August 2006 - October 2011
First Republic Bank 2001 - 2006
Union Bank 1998 - 2001
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Lines Of Credit, Loans, Mortgage Banking, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Risk Management, Training, Underwriting
Education
University of California, Berkeley 1992 — 1996
OneWest Bank November 2011 - May 2013
OneWest Bank 2011 - 2012
Wells Fargo Bank August 2006 - October 2011
First Republic Bank 2001 - 2006
Union Bank 1998 - 2001
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Lines Of Credit, Loans, Mortgage Banking, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Risk Management, Training, Underwriting
Education
University of California, Berkeley 1992 — 1996
Krista Jacobsen, CFA Krista Jacobsen, CFA's First Republic Bank Experience 1995 - 1997
Job Executive Recruiter specializing in the placement of investment, risk and finance professionals worldwide
Industry Staffing and Recruiting
Experience
Touchstone Search Inc. January 2001 - Present
First Republic Bank 1995 - 1997
Transamerica Investment Management 1987 - 1994
Skills
Asset Managment, Fixed Income, Capital Markets, Investments, Valuation, Market Risk, Risk Management, Banking, Portfolio Management, Wealth Management, Financial Risk, Business Development, Mutual Funds, Securities, Mergers & Acquisitions, Trading, Investment Management, Alternative Investments, Options, Derivatives, Financial Analysis, Private Equity, Credit Risk, Financial Modeling, Emerging Markets, Corporate Finance, Auditing, Asset Management, Investment Banking, Equity Research, Financial Services, Financial Markets, Asset Allocation, Finance, Equities, Bloomberg, Due Diligence, Hedge Funds, Commodity, Hedging, Series 7, Structured Finance, Investor Relations, Venture Capital, Credit, Investment Advisory, Bonds, Quantitative Analytics, Economics, FX Options
Education
UCLA 1980 — 1985
BA
University of California, Los Angeles 1980 — 1985
Masters
Touchstone Search Inc. January 2001 - Present
First Republic Bank 1995 - 1997
Transamerica Investment Management 1987 - 1994
Skills
Asset Managment, Fixed Income, Capital Markets, Investments, Valuation, Market Risk, Risk Management, Banking, Portfolio Management, Wealth Management, Financial Risk, Business Development, Mutual Funds, Securities, Mergers & Acquisitions, Trading, Investment Management, Alternative Investments, Options, Derivatives, Financial Analysis, Private Equity, Credit Risk, Financial Modeling, Emerging Markets, Corporate Finance, Auditing, Asset Management, Investment Banking, Equity Research, Financial Services, Financial Markets, Asset Allocation, Finance, Equities, Bloomberg, Due Diligence, Hedge Funds, Commodity, Hedging, Series 7, Structured Finance, Investor Relations, Venture Capital, Credit, Investment Advisory, Bonds, Quantitative Analytics, Economics, FX Options
Education
UCLA 1980 — 1985
BA
University of California, Los Angeles 1980 — 1985
Masters
Heidi Beck Heidi Beck's First Republic Bank Experience 2007 - 2011
Job Clinical Aesthetician
Industry Health, Wellness and Fitness
Experience
SkinSpirit Skincare Clinic & Spa February 2013 - Present
Bay Area Aesthetic Surgery 2012 - 2013
Peninsula Skin Rejuvenation Clinic 2011 - 2013
First Republic Bank 2007 - 2011
Education
University of California, Davis 2002 — 2006
BA, Communications, English
San Francisco Institute of Esthetics and Cosmetology
Esthetics
SkinSpirit Skincare Clinic & Spa February 2013 - Present
Bay Area Aesthetic Surgery 2012 - 2013
Peninsula Skin Rejuvenation Clinic 2011 - 2013
First Republic Bank 2007 - 2011
Education
University of California, Davis 2002 — 2006
BA, Communications, English
San Francisco Institute of Esthetics and Cosmetology
Esthetics
Beth Hoehn Beth Hoehn's First Republic Bank Experience December 2013 - Present
Job Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
First Republic Bank December 2013 - Present
Redwood High School, Hall Middle School, Neil Cummins Elementary School 2000 - December 2013
Professional Consulting Network / The Search Firm 1989 - 1995
Tiffany & Co 1988 - 1989
Oracle 1987 - January 1988
Xerox 1984 - 1987
Skills
Management, Sales, Training, Account Management, Recruiting, Negotiation, New Business Development, Customer Service, Accounting, Banking, Human Resources, Vendor Management, Leadership, Customer Satisfaction, Risk Management, Business Development, CRM
Education
University of California, Berkeley, Haas School of Business 1980 — 1983
B.S., Business Administration
First Republic Bank December 2013 - Present
Redwood High School, Hall Middle School, Neil Cummins Elementary School 2000 - December 2013
Professional Consulting Network / The Search Firm 1989 - 1995
Tiffany & Co 1988 - 1989
Oracle 1987 - January 1988
Xerox 1984 - 1987
Skills
Management, Sales, Training, Account Management, Recruiting, Negotiation, New Business Development, Customer Service, Accounting, Banking, Human Resources, Vendor Management, Leadership, Customer Satisfaction, Risk Management, Business Development, CRM
Education
University of California, Berkeley, Haas School of Business 1980 — 1983
B.S., Business Administration
Victoria Kong Victoria Kong's First Republic Bank Experience October 2013 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
Wells Fargo June 2012 - August 2013
Wells Fargo November 2010 - June 2012
Skills
Consumer Lending, Credit, Mortgage Lending, Banking, Loans, Loan Origination, Cross Selling, Refinance, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Credit Cards, Credit Risk, Cash Management, Strategic Financial..., Loan Servicing, Lines Of Credit, Sales, Finance, Financial Risk, Risk Management, Financial Analysis, Commercial Lending, Mortgage Banking, Small Business Lending, Underwriting, Residential Mortgages, Deposits, Commercial Banking, Branch Banking, Mutual Funds
Education
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Design
First Republic Bank October 2013 - Present
Wells Fargo June 2012 - August 2013
Wells Fargo November 2010 - June 2012
Skills
Consumer Lending, Credit, Mortgage Lending, Banking, Loans, Loan Origination, Cross Selling, Refinance, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Credit Cards, Credit Risk, Cash Management, Strategic Financial..., Loan Servicing, Lines Of Credit, Sales, Finance, Financial Risk, Risk Management, Financial Analysis, Commercial Lending, Mortgage Banking, Small Business Lending, Underwriting, Residential Mortgages, Deposits, Commercial Banking, Branch Banking, Mutual Funds
Education
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Design
Regina Rimando Regina Rimando's First Republic Bank Experience September 2013 - Present
Job Administrative Services at First Republic Bank
Industry Nonprofit Organization Management
Experience
First Republic Bank September 2013 - Present
Beautiful Orchids July 2012 - September 2013
Public Allies September 2011 - June 2012
UCLA Community Programs Office June 2010 - June 2011
Skills
Community Outreach, Workshop Facilitation, Volunteer Management, Program Development, Nonprofits, Grant Writing, Customer Service, Psychotherapy, Event Planning, Student Affairs, Leadership, Time Management, Microsoft Excel, Fundraising, Community Organizing, Public Speaking, Research, Training, Social Networking, Editing
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), International Development Studies, International Development Studies
Leadership High School 2003 — 2007
High School Diploma, College Preparatory
First Republic Bank September 2013 - Present
Beautiful Orchids July 2012 - September 2013
Public Allies September 2011 - June 2012
UCLA Community Programs Office June 2010 - June 2011
Skills
Community Outreach, Workshop Facilitation, Volunteer Management, Program Development, Nonprofits, Grant Writing, Customer Service, Psychotherapy, Event Planning, Student Affairs, Leadership, Time Management, Microsoft Excel, Fundraising, Community Organizing, Public Speaking, Research, Training, Social Networking, Editing
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), International Development Studies, International Development Studies
Leadership High School 2003 — 2007
High School Diploma, College Preparatory
Cecilia Tsoflias Cecilia Tsoflias's First Republic Bank Experience 2007 - 2009
Job CoDirector of Foreign Exchange at Banc of California
Industry Banking
Experience
Banc of California January 2015 - Present
Community Bank September 2012 - January 2015
First Republic Bank 2007 - 2009
City National Bank 2000 - 2007
Skills
FX Risk Management, FX trading, FX Options, Bank Secrecy Act, Banking, Risk Management, Hedging, Treasury Management, Finance, Cash Management, Portfolio Management, Loans, Credit, Small Business Lending, Credit Analysis, Credit Risk, Financial Risk, Commercial Banking
Education
UCLA
Bachelor of Arts (B.A.)
Banc of California January 2015 - Present
Community Bank September 2012 - January 2015
First Republic Bank 2007 - 2009
City National Bank 2000 - 2007
Skills
FX Risk Management, FX trading, FX Options, Bank Secrecy Act, Banking, Risk Management, Hedging, Treasury Management, Finance, Cash Management, Portfolio Management, Loans, Credit, Small Business Lending, Credit Analysis, Credit Risk, Financial Risk, Commercial Banking
Education
UCLA
Bachelor of Arts (B.A.)
Toni Nava Toni Nava's First Republic Bank Experience June 2007 - October 2009
Job District Treasurer at Lions Clubs International
Industry Banking
Experience
Pacific Western Bank AgentNew York Life Insurance CompanyAugust 2010 - January 2011
First Republic Bank June 2007 - October 2009
Wells Fargo Bank June 2004 - June 2007
Wells Fargo Home Mortgage May 2003 - June 2004
First Republic Bank January 1999 - January 2003
Wells Fargo/First Interstate Bank, Peninsula and January 1974 - January 2003
Education
University of California, Los Angeles 1979 — 1981
Certification, Bank Management
Pacific Western Bank AgentNew York Life Insurance CompanyAugust 2010 - January 2011
First Republic Bank June 2007 - October 2009
Wells Fargo Bank June 2004 - June 2007
Wells Fargo Home Mortgage May 2003 - June 2004
First Republic Bank January 1999 - January 2003
Wells Fargo/First Interstate Bank, Peninsula and January 1974 - January 2003
Education
University of California, Los Angeles 1979 — 1981
Certification, Bank Management
Zarina Khan Zarina Khan's First Republic Bank Experience October 2013 - January 2014
Job Associate staff scientist at Transcriptic
Industry Biotechnology
Experience
Transcriptic January 2015 - Present
Novartis February 2014 - January 2015
First Republic Bank October 2013 - January 2014
Skills
Pharmaceutical Industry, Customer Service, GMP, SOP
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Microbiology
Transcriptic January 2015 - Present
Novartis February 2014 - January 2015
First Republic Bank October 2013 - January 2014
Skills
Pharmaceutical Industry, Customer Service, GMP, SOP
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Microbiology
Claudia Lang Claudia Lang's First Republic Bank Experience September 2009 - March 2010
Job Executive Assistant at Adobe
Industry Venture Capital & Private Equity
Experience
Adobe March 2014 - Present
Kleiner Perkins Caufield & Byers September 2011 - March 2014
iControl Networks July 2011 - September 2011
Kleiner Perkins Caufield & Byers March 2010 - July 2011
First Republic Bank September 2009 - March 2010
Office of The First Lady June 2009 - September 2009
The Law Office of Bruce C. Bridgman March 2009 - June 2009
Skills
Calendaring, Travel Arrangements, Event Planning, Office Management, Outlook, Microsoft Office, Expense Reports, Microsoft Excel, Coordination, Time Management, Close Attention to..., Facilities Management, Leadership, Networking, Administrative...
Education
UC Irvine 2005 — 2009
Criminology, Law & Society
Adobe March 2014 - Present
Kleiner Perkins Caufield & Byers September 2011 - March 2014
iControl Networks July 2011 - September 2011
Kleiner Perkins Caufield & Byers March 2010 - July 2011
First Republic Bank September 2009 - March 2010
Office of The First Lady June 2009 - September 2009
The Law Office of Bruce C. Bridgman March 2009 - June 2009
Skills
Calendaring, Travel Arrangements, Event Planning, Office Management, Outlook, Microsoft Office, Expense Reports, Microsoft Excel, Coordination, Time Management, Close Attention to..., Facilities Management, Leadership, Networking, Administrative...
Education
UC Irvine 2005 — 2009
Criminology, Law & Society
Andrew Eggers's First Republic Bank Experience June 2014 - August 2014
Job Structured Finance Team Intern/ Student at UC Santa Barbara
Industry Financial Services
Experience
Silicon Valley Bank July 2015 - Present
First Republic Bank June 2014 - August 2014
Luminous Capital July 2013 - September 2013
CardioDx June 2010 - August 2010
Skills
Teamwork, Microsoft Office, Economics, Mathematics, Communication, PowerPoint, Finance, Social Networking, Facebook, Leadership, Marketing
Education
UCSB 2012 — 2016
Bachelor’s Degree, Economics
Stanford Business School Summer Institute for General Management 2015 — 2015
St Francis High School 2008 — 2012
Silicon Valley Bank July 2015 - Present
First Republic Bank June 2014 - August 2014
Luminous Capital July 2013 - September 2013
CardioDx June 2010 - August 2010
Skills
Teamwork, Microsoft Office, Economics, Mathematics, Communication, PowerPoint, Finance, Social Networking, Facebook, Leadership, Marketing
Education
UCSB 2012 — 2016
Bachelor’s Degree, Economics
Stanford Business School Summer Institute for General Management 2015 — 2015
St Francis High School 2008 — 2012
Natalie A. Pukatch Natalie A. Pukatch's First Republic Bank Experience January 2015 - Present
Job Associate Director at First Republic Bank
Industry Investment Banking
Experience
First Republic Bank January 2015 - Present
First Republic Bank January 2013 - December 2014
BASI Pilates September 2012 - November 2014
Firebrand Sports August 2012 - December 2012
Fisher Investments July 2010 - August 2012
Arthritis Foundation June 2007 - December 2011
Marcus & Millichap October 2009 - February 2010
JPS Global Investments May 2008 - April 2009
Bell, Rosenberg & Hughes LLP August 2007 - December 2007
Skills
Portfolio Management, Valuation, Equity Research, Financial Analysis, Stata, Statistics, Account Management, Capital IQ, Securities, Financial Modeling, Laughter Yoga, Bloomberg Terminal, Market Research, Asset Allocation, Alternative Investments, Morningstar Direct, Moxy, MIS, APX, Microsoft CRM, Fortigent, Money Guide Pro, NetX360, SharePoint, WebEx
Education
University of California, Los Angeles 2014 — 2015
Certified Financial Planning (CFP) Accelerated Program, Financial Planning and Services
University of California, San Diego 2008 — 2010
B.A., Econometrics and Quantitative Economics
University of California, Santa Cruz 2004 — 2006
B.A., Economics
First Republic Bank January 2015 - Present
First Republic Bank January 2013 - December 2014
BASI Pilates September 2012 - November 2014
Firebrand Sports August 2012 - December 2012
Fisher Investments July 2010 - August 2012
Arthritis Foundation June 2007 - December 2011
Marcus & Millichap October 2009 - February 2010
JPS Global Investments May 2008 - April 2009
Bell, Rosenberg & Hughes LLP August 2007 - December 2007
Skills
Portfolio Management, Valuation, Equity Research, Financial Analysis, Stata, Statistics, Account Management, Capital IQ, Securities, Financial Modeling, Laughter Yoga, Bloomberg Terminal, Market Research, Asset Allocation, Alternative Investments, Morningstar Direct, Moxy, MIS, APX, Microsoft CRM, Fortigent, Money Guide Pro, NetX360, SharePoint, WebEx
Education
University of California, Los Angeles 2014 — 2015
Certified Financial Planning (CFP) Accelerated Program, Financial Planning and Services
University of California, San Diego 2008 — 2010
B.A., Econometrics and Quantitative Economics
University of California, Santa Cruz 2004 — 2006
B.A., Economics
Ruyi Li Ruyi Li's First Republic Bank Experience September 2012 - June 2014
Job Olympus Property
Industry Real Estate
Experience
Olympus Property June 2014 - Present
First Republic Bank September 2012 - June 2014
Prudential Financial 2009 - 2012
Pruential Financial December 2006 - 2009
Skills
Financial Modeling, Loans, Investments, Credit, Banking, Real Estate Development, Due Diligence, Mortgage Lending, Portfolio Management, Valuation, Real Estate, Credit Analysis, Microsoft Office, Financial Analysis, Asset Management, Underwriting, Finance, Real Estate Economics
Education
University of California, Davis
Bachelor's degree, Economics and Psychology
Olympus Property June 2014 - Present
First Republic Bank September 2012 - June 2014
Prudential Financial 2009 - 2012
Pruential Financial December 2006 - 2009
Skills
Financial Modeling, Loans, Investments, Credit, Banking, Real Estate Development, Due Diligence, Mortgage Lending, Portfolio Management, Valuation, Real Estate, Credit Analysis, Microsoft Office, Financial Analysis, Asset Management, Underwriting, Finance, Real Estate Economics
Education
University of California, Davis
Bachelor's degree, Economics and Psychology
George Holzhausen George Holzhausen's First Republic Bank Experience 2015 - Present
Job Commercial Loan Administrator at First Republic Bank
Industry Higher Education
Experience
First Republic Bank 2015 - Present
First Republic Bank April 2013 - Present
Heald College October 2011 - March 2013
Consumer Credit Counseling Service of San Francisco September 2010 - October 2011
Skills
Microsoft Office, Technical Writing, Extensive Phone..., Multi Tasking, Financial Education, Mortgage Lending, Loans
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
First Republic Bank 2015 - Present
First Republic Bank April 2013 - Present
Heald College October 2011 - March 2013
Consumer Credit Counseling Service of San Francisco September 2010 - October 2011
Skills
Microsoft Office, Technical Writing, Extensive Phone..., Multi Tasking, Financial Education, Mortgage Lending, Loans
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Guyane Saroian Esq. Guyane Saroian Esq.'s First Republic Bank Experience September 2006 - November 2007
Job Associate Attorney at Kaye, Rose & Partners LLP
Industry Law Practice
Experience
Kaye, Rose & Partners LLP January 2015 - Present
Albert Abkarian & Associates January 2014 - January 2015
Los Angeles Superior Court September 2012 - December 2012
Los Angeles Superior Court May 2011 - August 2011
Los Angeles Superior Court May 2011 - August 2011
The Walt Disney Company January 2008 - July 2009
First Republic Bank September 2006 - November 2007
Washington Mutual Bank September 2001 - June 2005
Skills
Legal Research, Criminal Law, Civil Litigation, Trials, Westlaw, Lexis, Mediation, Litigation, Legal Writing, Courts, Legal Assistance, Intellectual Property, Commercial Litigation, Corporate Law, Arbitration, LexisNexis, Hearings, Motions, Depositions, Legal Issues, Personal Injury...
Education
Whittier Law School 2009 — 2012
Doctor of Law (JD)
University of California, Irvine 2002 — 2006
Bachelor of Arts (BA), Cognitive Psychology
Crescenta Valley High School
Kaye, Rose & Partners LLP January 2015 - Present
Albert Abkarian & Associates January 2014 - January 2015
Los Angeles Superior Court September 2012 - December 2012
Los Angeles Superior Court May 2011 - August 2011
Los Angeles Superior Court May 2011 - August 2011
The Walt Disney Company January 2008 - July 2009
First Republic Bank September 2006 - November 2007
Washington Mutual Bank September 2001 - June 2005
Skills
Legal Research, Criminal Law, Civil Litigation, Trials, Westlaw, Lexis, Mediation, Litigation, Legal Writing, Courts, Legal Assistance, Intellectual Property, Commercial Litigation, Corporate Law, Arbitration, LexisNexis, Hearings, Motions, Depositions, Legal Issues, Personal Injury...
Education
Whittier Law School 2009 — 2012
Doctor of Law (JD)
University of California, Irvine 2002 — 2006
Bachelor of Arts (BA), Cognitive Psychology
Crescenta Valley High School
Mariya Uebel Mariya Uebel's First Republic Bank Experience June 2011 - August 2011
Job Partner Operations at YouTube
Industry Internet
Experience
Google April 2013 - May 2015
Google July 2012 - March 2013
First Republic Bank June 2011 - August 2011
Barry & Associates August 2008 - January 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bachelor of Science
Google April 2013 - May 2015
Google July 2012 - March 2013
First Republic Bank June 2011 - August 2011
Barry & Associates August 2008 - January 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bachelor of Science
Eric Tran Eric Tran's First Republic Bank Experience January 2015 - April 2015
Job Marketing Analyst at Outlook Amusements
Industry Marketing and Advertising
Experience
Outlook Amusements April 2015 - Present
First Republic Bank January 2015 - April 2015
Schneider Electric March 2014 - February 2015
Invensys Operations Management September 2013 - April 2014
710 Technologies January 2013 - April 2013
Irvine Lending Inc October 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Social Media, Calyx Point, Windows & Mac operating..., Facebook, Data Entry, Graphic Design, Social Networking, Blogging, Outlook, Event Planning, Research, Teamwork, Social Media Marketing, SEO, Google Analytics, Online Marketing, Marketing Communications, Marketing Research, Financial Accounting, Market Research, Data Analysis
Education
University of California, Irvine 2009 — 2014
Bachelor's Degree, Business/Managerial Economics
University of California, Irvine 2009 — 2014
Bachelor's degree, Business/Managerial Economics
Outlook Amusements April 2015 - Present
First Republic Bank January 2015 - April 2015
Schneider Electric March 2014 - February 2015
Invensys Operations Management September 2013 - April 2014
710 Technologies January 2013 - April 2013
Irvine Lending Inc October 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Social Media, Calyx Point, Windows & Mac operating..., Facebook, Data Entry, Graphic Design, Social Networking, Blogging, Outlook, Event Planning, Research, Teamwork, Social Media Marketing, SEO, Google Analytics, Online Marketing, Marketing Communications, Marketing Research, Financial Accounting, Market Research, Data Analysis
Education
University of California, Irvine 2009 — 2014
Bachelor's Degree, Business/Managerial Economics
University of California, Irvine 2009 — 2014
Bachelor's degree, Business/Managerial Economics
Jennifer Choi Jennifer Choi's First Republic Bank Experience March 2010 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2010 - Present
Bank of America 2002 - September 2009
Skills
Banking, Loans, Credit, Commercial Lending, Retail Banking, Finance, Commercial Banking, Mortgage Lending
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Criminology, Law, and Society
First Republic Bank March 2010 - Present
Bank of America 2002 - September 2009
Skills
Banking, Loans, Credit, Commercial Lending, Retail Banking, Finance, Commercial Banking, Mortgage Lending
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts (B.A.), Criminology, Law, and Society
Shannon Jin, CFA's First Republic Bank Experience June 2008 - February 2010
Job Fixed Income Credit Research Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab June 2014 - Present
Charles Schwab December 2010 - May 2014
First Republic Bank June 2008 - February 2010
East West Bank July 2007 - June 2008
Skills
Fluent in English,..., Equities, Finance, Investments, Banking, Analysis, Portfolio Management, Bloomberg, Risk Management, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Securities, Valuation, Equity Research, Capital Markets, Investment Advisory, Relationship Management, Wealth Management, Investment Strategies, Asset Allocation, Investment Management, Financial Services, Financial Modeling, ETFs, Derivatives, Financial Markets, Strategic Financial..., Trading, Wealth Management..., Credit Analysis, FX Options, Financial Risk, Options, Private Equity, Investment Banking, Equity Trading, Corporate Finance, Treasury Management, Credit Risk, Institutional..., Venture Capital, Credit, Bonds, Management
Education
University of California, Los Angeles 2005 — 2007
BA, Economics/International Studies
SNL class
Charles Schwab June 2014 - Present
Charles Schwab December 2010 - May 2014
First Republic Bank June 2008 - February 2010
East West Bank July 2007 - June 2008
Skills
Fluent in English,..., Equities, Finance, Investments, Banking, Analysis, Portfolio Management, Bloomberg, Risk Management, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Securities, Valuation, Equity Research, Capital Markets, Investment Advisory, Relationship Management, Wealth Management, Investment Strategies, Asset Allocation, Investment Management, Financial Services, Financial Modeling, ETFs, Derivatives, Financial Markets, Strategic Financial..., Trading, Wealth Management..., Credit Analysis, FX Options, Financial Risk, Options, Private Equity, Investment Banking, Equity Trading, Corporate Finance, Treasury Management, Credit Risk, Institutional..., Venture Capital, Credit, Bonds, Management
Education
University of California, Los Angeles 2005 — 2007
BA, Economics/International Studies
SNL class
Elizabeth Chiu, CFA's First Republic Bank Experience June 2013 - Present
Job Digital Professional in Financial Services
Industry Financial Services
Experience
First Republic Bank June 2013 - Present
BlackRock 2012 - 2013
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2006 - 2006
SNL Financial 2003 - 2005
Skills
Social Media, Usability, Finance, Digital Marketing, User Experience, Social Media Marketing, Strategic Planning, Investments, SEM, E-business, Web Analytics, Financial Services, Analytics, Relationship Management, Mutual Funds, Cross-functional Team..., Valuation, Financial Analysis, Integrated Marketing, Management, Strategy, Competitive Analysis, Asset Managment
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
BS in Commerce, Concentrations in Finance & Management, Minor in Computer Science
First Republic Bank June 2013 - Present
BlackRock 2012 - 2013
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2006 - 2006
SNL Financial 2003 - 2005
Skills
Social Media, Usability, Finance, Digital Marketing, User Experience, Social Media Marketing, Strategic Planning, Investments, SEM, E-business, Web Analytics, Financial Services, Analytics, Relationship Management, Mutual Funds, Cross-functional Team..., Valuation, Financial Analysis, Integrated Marketing, Management, Strategy, Competitive Analysis, Asset Managment
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
BS in Commerce, Concentrations in Finance & Management, Minor in Computer Science
Jennifer Sze-Merrick Jennifer Sze-Merrick's First Republic Bank Experience January 2013 - Present
Job Senior Director, Quality Control Mgmt Preferred Banking Client Services at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2013 - Present
First Republic Bank June 2010 - December 2012
First Republic Bank December 2004 - May 2010
Skills
Banking, Certified Fraud Examiner, Fraud Detection, Suspicious Activity..., Compliance, Anti Money Laundering, Paralegals, Subpoenas, Lease Administration, Event Management, Auditing, Project Management, Quality Control
Education
University of California, Irvine 2000 — 2005
Bachelor of Science (BS), Political Science
San Francisco State University 2010 — 2012
Paralegal Studies, Paralegal program
Mills HS
BIS
First Republic Bank January 2013 - Present
First Republic Bank June 2010 - December 2012
First Republic Bank December 2004 - May 2010
Skills
Banking, Certified Fraud Examiner, Fraud Detection, Suspicious Activity..., Compliance, Anti Money Laundering, Paralegals, Subpoenas, Lease Administration, Event Management, Auditing, Project Management, Quality Control
Education
University of California, Irvine 2000 — 2005
Bachelor of Science (BS), Political Science
San Francisco State University 2010 — 2012
Paralegal Studies, Paralegal program
Mills HS
BIS
Samuel Kyu Hyun Lee Samuel Kyu Hyun Lee's First Republic Bank Experience April 2013 - June 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
CareerDean September 2014 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Siemer & Associates June 2013 - December 2013
First Republic Bank April 2013 - June 2013
UCLA Anderson School of Management, Office of Development June 2012 - May 2013
UBS Global Asset Management January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Wealth Management..., Investment Banking, Social Media, Capital IQ, Salesforce, Management, Microsoft Office
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Valley Christian High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2015 - Present
CareerDean September 2014 - March 2015
Bank of America Merrill Lynch June 2014 - August 2014
Siemer & Associates June 2013 - December 2013
First Republic Bank April 2013 - June 2013
UCLA Anderson School of Management, Office of Development June 2012 - May 2013
UBS Global Asset Management January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Wealth Management..., Investment Banking, Social Media, Capital IQ, Salesforce, Management, Microsoft Office
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Valley Christian High School 2006 — 2010
High School Diploma
YeRan Kilgore YeRan Kilgore's First Republic Bank Experience January 2014 - Present
Job Personal Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2014 - Present
ModishTrends August 2011 - Present
Technology Credit Union September 2011 - December 2013
JPMorgan Chase July 2009 - September 2011
Enterprise Rent-A-Car November 2005 - July 2009
Suicide Prevention and Crisis Services of Yolo County January 2003 - April 2005
Skills
Customer Service, Sales, Management, Account Management, Banking, Training, Business Development, Credit, Leadership, Mortgage Lending, Financial Services, CRM, Customer Satisfaction, Marketing, Loans, Consumer Lending, Customer Retention, Cold Calling, Relationship Management, Finance, Investments, Sales Management, Team Building, Customer Experience, Insurance, Cross Selling
Education
University of California, Davis 2001 — 2005
Bachelor of Arts, Asian American Studies
First Republic Bank January 2014 - Present
ModishTrends August 2011 - Present
Technology Credit Union September 2011 - December 2013
JPMorgan Chase July 2009 - September 2011
Enterprise Rent-A-Car November 2005 - July 2009
Suicide Prevention and Crisis Services of Yolo County January 2003 - April 2005
Skills
Customer Service, Sales, Management, Account Management, Banking, Training, Business Development, Credit, Leadership, Mortgage Lending, Financial Services, CRM, Customer Satisfaction, Marketing, Loans, Consumer Lending, Customer Retention, Cold Calling, Relationship Management, Finance, Investments, Sales Management, Team Building, Customer Experience, Insurance, Cross Selling
Education
University of California, Davis 2001 — 2005
Bachelor of Arts, Asian American Studies
Dean Aloe Dean Aloe's First Republic Bank Experience 2002 - 2004
Job Sr. Commercial Lender at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
C.S. Lai's First Republic Bank Experience September 2012 - Present
Job First Republic Bank
Industry Banking
Experience
First Republic Bank September 2012 - Present
Focus Business Bank September 2011 - September 2012
California Bank & Trust February 2007 - September 2011
U.S. Bank October 2004 - January 2007
Associated Students of University of California March 2002 - March 2003
Associated Students of University of California September 2000 - March 2002
Skills
Business Development, Banking, Credit Analysis, Relationship Management, Portfolio Management, Risk Management, Loan Origination, Due Diligence, Commercial Mortgages, Private Equity, Commercial Real Estate, Cash Flow Lending, Lines Of Credit, Underwriting, Investment Properties, Business Relationship..., Working Capital..., Start-ups, Venture Capital, Alternative Investments, Financial Statement..., Commercial Banking, Hedge Funds, Credit, Accounting, Commercial Lending
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Managerial Economics
Prospect High School
First Republic Bank September 2012 - Present
Focus Business Bank September 2011 - September 2012
California Bank & Trust February 2007 - September 2011
U.S. Bank October 2004 - January 2007
Associated Students of University of California March 2002 - March 2003
Associated Students of University of California September 2000 - March 2002
Skills
Business Development, Banking, Credit Analysis, Relationship Management, Portfolio Management, Risk Management, Loan Origination, Due Diligence, Commercial Mortgages, Private Equity, Commercial Real Estate, Cash Flow Lending, Lines Of Credit, Underwriting, Investment Properties, Business Relationship..., Working Capital..., Start-ups, Venture Capital, Alternative Investments, Financial Statement..., Commercial Banking, Hedge Funds, Credit, Accounting, Commercial Lending
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Managerial Economics
Prospect High School
Rod Olea Rod Olea's First Republic Bank Experience June 2010 - Present
Job Managing Director First Republic Investment Management at First Republic Bank
Industry Investment Management
Experience
First Republic Bank June 2010 - Present
City National Bank October 1994 - June 2010
RNC Genter Capital Management February 1988 - October 1994
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Arts and Sciences, Economics
First Republic Bank June 2010 - Present
City National Bank October 1994 - June 2010
RNC Genter Capital Management February 1988 - October 1994
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Arts and Sciences, Economics
James Sherrer James Sherrer's First Republic Bank Experience February 2013 - Present
Job Credit Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
Michael Breyer for State Assembly 2012 May 2012 - November 2012
Davis Senior Highschool January 2009 - June 2012
Berkeley Tuolumne Family Camp 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Negotiation, Analysis, Risk Management, Social Networking, Data Analysis, Fundraising, Management, Coaching, Team Building, Time Management, Access, Social Media, Financial Analysis, Teamwork, Facebook, Event Planning, Research, Training, Spanish, Leadership, Sales, Team Leadership, Project Management
Education
UC Davis
Bachelor's Degree, Economics
UC Davis
Bachelor's Degree, Political Science and Government
First Republic Bank February 2013 - Present
Michael Breyer for State Assembly 2012 May 2012 - November 2012
Davis Senior Highschool January 2009 - June 2012
Berkeley Tuolumne Family Camp 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Negotiation, Analysis, Risk Management, Social Networking, Data Analysis, Fundraising, Management, Coaching, Team Building, Time Management, Access, Social Media, Financial Analysis, Teamwork, Facebook, Event Planning, Research, Training, Spanish, Leadership, Sales, Team Leadership, Project Management
Education
UC Davis
Bachelor's Degree, Economics
UC Davis
Bachelor's Degree, Political Science and Government
Jeff Westsmith, CFA's First Republic Bank Experience January 2013 - Present
Job Managing Director and Portfolio Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
Nathaniel Zhu's First Republic Bank Experience June 2001 - August 2003
Job Northern California Area Sales Manager at BBVA
Industry Banking
Experience
BBVA Compass June 2015 - Present
Chase Home Finance January 2011 - May 2015
JP Morgan Chase July 2009 - January 2011
JP Morgan Chase/ Washington Mutual Bank August 2003 - July 2009
First Republic Bank June 2001 - August 2003
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Commercial Real Estate, FHA, FHA financing, Loan Origination, Mortgage Banking, REO, Refinance, Residential Mortgages, Banking, FHA Financing, Investment Properties
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
BBVA Compass June 2015 - Present
Chase Home Finance January 2011 - May 2015
JP Morgan Chase July 2009 - January 2011
JP Morgan Chase/ Washington Mutual Bank August 2003 - July 2009
First Republic Bank June 2001 - August 2003
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Commercial Real Estate, FHA, FHA financing, Loan Origination, Mortgage Banking, REO, Refinance, Residential Mortgages, Banking, FHA Financing, Investment Properties
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Peter Muscat Peter Muscat's First Republic Bank Experience June 2005 - May 2007
Job Family Office Advisor
Industry Investment Banking
Experience
Real Estate Family Office July 2013 - Present
ICONIQ Capital April 2012 - May 2013
Goldman Sachs May 2007 - May 2012
First Republic Bank June 2005 - May 2007
Skills
Management, Investments, Portfolio Management, Investment Banking, Private Banking, Wealth Management..., Economics, Nonprofits, Equities, Financial Analysis, Financial Modeling, Financial Services, Microsoft Excel
Education
University of California, Los Angeles 2001 — 2005
B.S., Molecular, Cellular, and Developmental Biology
Real Estate Family Office July 2013 - Present
ICONIQ Capital April 2012 - May 2013
Goldman Sachs May 2007 - May 2012
First Republic Bank June 2005 - May 2007
Skills
Management, Investments, Portfolio Management, Investment Banking, Private Banking, Wealth Management..., Economics, Nonprofits, Equities, Financial Analysis, Financial Modeling, Financial Services, Microsoft Excel
Education
University of California, Los Angeles 2001 — 2005
B.S., Molecular, Cellular, and Developmental Biology
Lucy Kalajian, MBA Lucy Kalajian, MBA's First Republic Bank Experience September 2011 - April 2014
Job Private Mortgage Banker NMLSR ID 459812 at Wells Fargo Private Mortgage Banking
Industry Financial Services
Experience
Wells Fargo Private Mortgage Banking April 2014 - Present
First Republic Bank September 2011 - April 2014
Wells Fargo Private Mortgage Banking March 2007 - August 2011
The Ritz-Carlton Residences at LA Live 2009 - 2010
Citimortgage 2003 - 2007
Citimortgage 2003 - 2007
Skills
Portfolio Management, Credit, Banking, Wealth Management, Investments, Mortgage Lending, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Consumer Lending, Mortgage Banking, Loan Origination, Lines Of Credit, Commercial Mortgages, Finance, Financial Analysis
Education
Woodbury University 2005 — 2006
MBA
University of California, Irvine 1999 — 2003
B.A., Economics
Wells Fargo Private Mortgage Banking April 2014 - Present
First Republic Bank September 2011 - April 2014
Wells Fargo Private Mortgage Banking March 2007 - August 2011
The Ritz-Carlton Residences at LA Live 2009 - 2010
Citimortgage 2003 - 2007
Citimortgage 2003 - 2007
Skills
Portfolio Management, Credit, Banking, Wealth Management, Investments, Mortgage Lending, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Consumer Lending, Mortgage Banking, Loan Origination, Lines Of Credit, Commercial Mortgages, Finance, Financial Analysis
Education
Woodbury University 2005 — 2006
MBA
University of California, Irvine 1999 — 2003
B.A., Economics
Beth Epstein, M.A., CBCP, MBCI's First Republic Bank Experience December 2014 - Present
Job Manager, Business Continuity Management at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
Alan Roof Alan Roof's First Republic Bank Experience May 2015 - Present
Job Online Marketing at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank May 2015 - Present
Macys.com May 2014 - May 2015
LeadQual, LLC September 2013 - May 2014
Cox Business June 2012 - September 2013
Verizon Wireless December 2010 - June 2012
Cbeyond July 2010 - December 2010
NuVasive August 2008 - April 2009
Skills
Lead Generation, Direct Sales, Consultative Selling, Cold Calling, Sales Presentations, Product Demonstration, Product Marketing, Market Research, Negotiation, Market Analysis, Customer Service, Microsoft Office, SaaS, Smartphones, Cloud Computing, Telecommunications, Medical Devices, Product Management, Customer Retention, Mobile Technology, Marketing Research, Computer Hardware, Mobile..., Online Advertising, Online Marketing, Website Promotion, Laptops, B2B, Small Business, Inside Sales, Sales Process, Mobile Devices, Wireless, Online Sales, Online Branding, SEO, SEM, PPC, Google Adwords, Online Lead Generation, Digital Marketing, E-commerce, Search Advertising, Advertising, Marketing, Microsoft Excel, Marketing Strategy, Marketing Management, Analytics, Analysis
Education
University of California, San Diego Extension 2011 — 2014
Professional Certificate in Marketing
University of California, San Diego 2005 — 2010
BA, Political Science, Economics
Monte Vista High School 2002 — 2005
First Republic Bank May 2015 - Present
Macys.com May 2014 - May 2015
LeadQual, LLC September 2013 - May 2014
Cox Business June 2012 - September 2013
Verizon Wireless December 2010 - June 2012
Cbeyond July 2010 - December 2010
NuVasive August 2008 - April 2009
Skills
Lead Generation, Direct Sales, Consultative Selling, Cold Calling, Sales Presentations, Product Demonstration, Product Marketing, Market Research, Negotiation, Market Analysis, Customer Service, Microsoft Office, SaaS, Smartphones, Cloud Computing, Telecommunications, Medical Devices, Product Management, Customer Retention, Mobile Technology, Marketing Research, Computer Hardware, Mobile..., Online Advertising, Online Marketing, Website Promotion, Laptops, B2B, Small Business, Inside Sales, Sales Process, Mobile Devices, Wireless, Online Sales, Online Branding, SEO, SEM, PPC, Google Adwords, Online Lead Generation, Digital Marketing, E-commerce, Search Advertising, Advertising, Marketing, Microsoft Excel, Marketing Strategy, Marketing Management, Analytics, Analysis
Education
University of California, San Diego Extension 2011 — 2014
Professional Certificate in Marketing
University of California, San Diego 2005 — 2010
BA, Political Science, Economics
Monte Vista High School 2002 — 2005
Samuel A. Shummon, J.D.'s First Republic Bank Experience January 2012 - July 2014
Job Managing Broker/Principal at Pacfic Financial Group
Industry Financial Services
Experience
Pacfic Financial Group July 2014 - Present
First Republic Bank January 2012 - July 2014
Luther Burbank Savings July 2007 - December 2011
Pacific Financial Group January 2003 - July 2007
Marcus & Millichap July 2000 - September 2002
Law Offices Of Alan Ellis May 1992 - July 2000
Skills
Investments, Real Estate, Commercial Real Estate, Retail, Investment Properties, Loans, Negotiation, Real Estate Economics, Management, Underwriting, Mortgage Lending, Real Estate Financing, Mixed-use, Business Development
Education
University of California, Santa Barbara
B.A., Political Science
New College School of Law
J.D., Criminal Law & Procedure
Pacfic Financial Group July 2014 - Present
First Republic Bank January 2012 - July 2014
Luther Burbank Savings July 2007 - December 2011
Pacific Financial Group January 2003 - July 2007
Marcus & Millichap July 2000 - September 2002
Law Offices Of Alan Ellis May 1992 - July 2000
Skills
Investments, Real Estate, Commercial Real Estate, Retail, Investment Properties, Loans, Negotiation, Real Estate Economics, Management, Underwriting, Mortgage Lending, Real Estate Financing, Mixed-use, Business Development
Education
University of California, Santa Barbara
B.A., Political Science
New College School of Law
J.D., Criminal Law & Procedure
Tony Chi's First Republic Bank Experience August 2007 - July 2010
Job
Industry Information Technology and Services
Experience
Castlight Health August 2015 - Present
T C Consulting March 2003 - Present
Glassdoor June 2014 - March 2015
Practice Fusion November 2012 - May 2014
Swaylo, Inc. (was part of Threadsy) April 2012 - October 2012
Threadsy (acquired by Facebook) April 2012 - September 2012
Amyris Inc November 2011 - March 2012
Zinio Systems July 2010 - November 2011
First Republic Bank August 2007 - July 2010
Rapt, Inc. (Microsoft) July 2005 - July 2007
Skills
SSIS, Microstrategy, Microsoft SQL Server, Java, ETL, Web Applications, Analysis Services, Sagent, Business Intelligence, Software Development, Data Warehousing, Databases, C++, VB.NET, SSAS, MS SQL 2012, 2008,..., Project Management, SQL, OLAP, C, HTML/XML, Tableau, Netezza, Informatica PowerCenter
Education
University of California, Davis 1996 — 1998
BS
George Washington High School
Castlight Health August 2015 - Present
T C Consulting March 2003 - Present
Glassdoor June 2014 - March 2015
Practice Fusion November 2012 - May 2014
Swaylo, Inc. (was part of Threadsy) April 2012 - October 2012
Threadsy (acquired by Facebook) April 2012 - September 2012
Amyris Inc November 2011 - March 2012
Zinio Systems July 2010 - November 2011
First Republic Bank August 2007 - July 2010
Rapt, Inc. (Microsoft) July 2005 - July 2007
Skills
SSIS, Microstrategy, Microsoft SQL Server, Java, ETL, Web Applications, Analysis Services, Sagent, Business Intelligence, Software Development, Data Warehousing, Databases, C++, VB.NET, SSAS, MS SQL 2012, 2008,..., Project Management, SQL, OLAP, C, HTML/XML, Tableau, Netezza, Informatica PowerCenter
Education
University of California, Davis 1996 — 1998
BS
George Washington High School
Sabrina Thind's First Republic Bank Experience February 2011 - June 2013
Job Campus Recruiting Specialist, Advisory at Deloitte
Industry Human Resources
Experience
Deloitte August 2015 - Present
Cisco August 2014 - July 2015
Veeva Systems May 2014 - August 2014
First Republic Bank February 2011 - June 2013
Google September 2009 - September 2010
Google November 2007 - August 2008
Fine Pitch Technologies October 2005 - November 2007
2Wire March 2005 - October 2005
Headway Technologies September 2000 - March 2005
Skills
Recruiting, Onboarding, Human Resources, Strategic Sourcing, Talent Acquisition, Customer Service, Teamwork, Management, Applicant Tracking..., Employee Benefits, Interviews, PeopleSoft, Technical Recruiting
Education
University of California, Irvine
Bachelor’s Degree, Sociology; emphasis in Planning & Human Services
Deloitte August 2015 - Present
Cisco August 2014 - July 2015
Veeva Systems May 2014 - August 2014
First Republic Bank February 2011 - June 2013
Google September 2009 - September 2010
Google November 2007 - August 2008
Fine Pitch Technologies October 2005 - November 2007
2Wire March 2005 - October 2005
Headway Technologies September 2000 - March 2005
Skills
Recruiting, Onboarding, Human Resources, Strategic Sourcing, Talent Acquisition, Customer Service, Teamwork, Management, Applicant Tracking..., Employee Benefits, Interviews, PeopleSoft, Technical Recruiting
Education
University of California, Irvine
Bachelor’s Degree, Sociology; emphasis in Planning & Human Services
David Moe's First Republic Bank Experience
Job Vice President, Sr. Credit Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank
Skills
Commercial Lending, Loans, Credit, Credit Risk, Banking, Credit Analysis, Management, Financial Analysis, Commercial Banking, Mortgage Lending, Small Business Lending, Private Banking
Education
University of California, Davis 1980 — 1984
First Republic Bank
Skills
Commercial Lending, Loans, Credit, Credit Risk, Banking, Credit Analysis, Management, Financial Analysis, Commercial Banking, Mortgage Lending, Small Business Lending, Private Banking
Education
University of California, Davis 1980 — 1984
Anna Kang's First Republic Bank Experience March 2015 - Present
Job Project Manager
Industry Internet
Experience
First Republic Bank March 2015 - Present
Yahoo! July 2011 - March 2015
Yahoo! August 2010 - July 2011
Google February 2010 - July 2010
Yahoo September 2009 - January 2010
Marvell Semiconductor Inc. February 2007 - May 2009
Skills
Project Management, Program Management, College Recruiting, Data Analysis, Recruiting, Management, Training
Education
University of California, Davis 2002 — 2006
Bachelor of Science, Community Regional Development
First Republic Bank March 2015 - Present
Yahoo! July 2011 - March 2015
Yahoo! August 2010 - July 2011
Google February 2010 - July 2010
Yahoo September 2009 - January 2010
Marvell Semiconductor Inc. February 2007 - May 2009
Skills
Project Management, Program Management, College Recruiting, Data Analysis, Recruiting, Management, Training
Education
University of California, Davis 2002 — 2006
Bachelor of Science, Community Regional Development
Jonathan Mah's First Republic Bank Experience September 1999 - July 2014
Job Senior Private Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank September 1999 - July 2014
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Equities, Financial Analysis, Financial Services, Investments, Loans, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Wealth Management
Education
University of California, Irvine 1994 — 1998
First Republic Bank September 1999 - July 2014
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Equities, Financial Analysis, Financial Services, Investments, Loans, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Wealth Management
Education
University of California, Irvine 1994 — 1998
Stacy Borden's First Republic Bank Experience March 2012 - Present
Job Senior Loan Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2012 - Present
Franklin American Mortgage Company July 2010 - March 2012
Bank of America March 2009 - July 2010
Paychex May 2007 - July 2008
Fremont Investment and Loan June 2003 - March 2007
Skills
Underwriting, Mortgage, Financial Analysis, Credit Analysis, Credit, Mortgage Lending, Loans, Sales, Banking, Loan Origination, Mortgage Banking, Refinance, Mortgage Underwriting, Residential Mortgages
Education
University of California, Davis 1997 — 2001
BA, Economics
First Republic Bank March 2012 - Present
Franklin American Mortgage Company July 2010 - March 2012
Bank of America March 2009 - July 2010
Paychex May 2007 - July 2008
Fremont Investment and Loan June 2003 - March 2007
Skills
Underwriting, Mortgage, Financial Analysis, Credit Analysis, Credit, Mortgage Lending, Loans, Sales, Banking, Loan Origination, Mortgage Banking, Refinance, Mortgage Underwriting, Residential Mortgages
Education
University of California, Davis 1997 — 2001
BA, Economics
Dimitris Rousseas's First Republic Bank Experience August 2005 - June 2010
Job Associate General Counsel at Texas Bankers Association Compliance Alliance
Industry Legal Services
Experience
Texas Bankers Associsation September 2012 - Present
San Francisco District Attorney's Office June 2010 - August 2010
First Republic Bank August 2005 - June 2010
Education
University of Illinois College of Law 2009 — 2012
JD, Law
University of California, Davis 2000 — 2004
Bachelor of Arts (B.A.), Economics
Texas Bankers Associsation September 2012 - Present
San Francisco District Attorney's Office June 2010 - August 2010
First Republic Bank August 2005 - June 2010
Education
University of Illinois College of Law 2009 — 2012
JD, Law
University of California, Davis 2000 — 2004
Bachelor of Arts (B.A.), Economics
Josh Rogge's First Republic Bank Experience January 2012 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
First Republic Bank January 2012 - Present
Education
University of California, Irvine 1994 — 1998
First Republic Bank January 2012 - Present
Education
University of California, Irvine 1994 — 1998
Kurt Chambliss's First Republic Bank Experience July 2007 - July 2009
Job Senior Vice President at TMC Financing, the #1 SBA 504 lender in Northern California for over a decade
Industry Financial Services
Experience
TMC Financing September 2010 - Present
US Bank April 2010 - September 2010
Heritage Bank July 2009 - April 2010
First Republic Bank July 2007 - July 2009
Greater Bay Bank October 2003 - July 2007
Wells Fargo Company 1993 - 2003
Skills
SBA, Business Development, Loans, Finance, Commercial Real Estate, Small Business, Commercial Lending, Commercial Mortgages, SBA 504, Financial Modeling, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Investment Properties, Real Estate, Banking
Education
University of California, Santa Barbara
TMC Financing September 2010 - Present
US Bank April 2010 - September 2010
Heritage Bank July 2009 - April 2010
First Republic Bank July 2007 - July 2009
Greater Bay Bank October 2003 - July 2007
Wells Fargo Company 1993 - 2003
Skills
SBA, Business Development, Loans, Finance, Commercial Real Estate, Small Business, Commercial Lending, Commercial Mortgages, SBA 504, Financial Modeling, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Investment Properties, Real Estate, Banking
Education
University of California, Santa Barbara
Jackie Huie's First Republic Bank Experience February 2011 - Present
Job Account Executive at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2011 - Present
APA Family Support Services January 2008 - Present
Comerica Bank, Wealth & Institutional Management February 2007 - February 2011
Comerica Bank July 2004 - February 2007
Education
University of California, Davis 2000 — 2004
BS
St. Gabriel's
First Republic Bank February 2011 - Present
APA Family Support Services January 2008 - Present
Comerica Bank, Wealth & Institutional Management February 2007 - February 2011
Comerica Bank July 2004 - February 2007
Education
University of California, Davis 2000 — 2004
BS
St. Gabriel's
Amina Anwar's First Republic Bank Experience July 2010 - Present
Job Director, Interactive Digital Solutions
Industry Banking
Experience
First Republic Bank July 2010 - Present
Loan America February 2010 - June 2010
Xperex Corporation October 2002 - December 2009
Skills
Product Management, Vendor Management, SaaS, Cross-functional Team..., E-commerce, Program Management, Integration, Project Management, Start-ups, CRM, Agile Methodologies, Mobile Devices, Strategy, Software Project..., Cloud Computing, Management, Competitive Analysis, Enterprise Software, Process Improvement, Strategic Partnerships, Analytics, Leadership, Agile Project Management, Product Development, Business Analysis, Software Development, Business Development, SDLC, Team Leadership, IT Strategy, Business Strategy, Business Intelligence, Mobile Applications, IT Management, Consulting, Change Management, Product Marketing
Education
University of California, Riverside 1994 — 1998
BS
First Republic Bank July 2010 - Present
Loan America February 2010 - June 2010
Xperex Corporation October 2002 - December 2009
Skills
Product Management, Vendor Management, SaaS, Cross-functional Team..., E-commerce, Program Management, Integration, Project Management, Start-ups, CRM, Agile Methodologies, Mobile Devices, Strategy, Software Project..., Cloud Computing, Management, Competitive Analysis, Enterprise Software, Process Improvement, Strategic Partnerships, Analytics, Leadership, Agile Project Management, Product Development, Business Analysis, Software Development, Business Development, SDLC, Team Leadership, IT Strategy, Business Strategy, Business Intelligence, Mobile Applications, IT Management, Consulting, Change Management, Product Marketing
Education
University of California, Riverside 1994 — 1998
BS
Todd Brantley's First Republic Bank Experience February 2015 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
Education
UC Berkeley Haas School of Business 2011 — 2014
MBA
University of Virginia 1992 — 1996
First Republic Bank February 2015 - Present
Education
UC Berkeley Haas School of Business 2011 — 2014
MBA
University of Virginia 1992 — 1996
Oliver Cheng's First Republic Bank Experience
Job Desktop Engineer at First Republic Bank
Industry Computer Software
Experience
First Republic Bank
Skills
Active Directory
Education
University of California, Irvine 1999 — 2004
First Republic Bank
Skills
Active Directory
Education
University of California, Irvine 1999 — 2004
Joanne Tsang's First Republic Bank Experience July 2002 - October 2005
Job Vice President, Private Banking Entertainment at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
City National Bank October 2005 - July 2013
First Republic Bank July 2002 - October 2005
Skills
Credit Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Small Business Lending, Relationship Management
Education
University of California, Los Angeles 1996 — 2000
Comerica Bank August 2013 - Present
City National Bank October 2005 - July 2013
First Republic Bank July 2002 - October 2005
Skills
Credit Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Small Business Lending, Relationship Management
Education
University of California, Los Angeles 1996 — 2000
Matt Herold's First Republic Bank Experience May 2013 - Present
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Alicia Burt's First Republic Bank Experience December 2010 - August 2013
Job Executive Assistant at Square
Industry Financial Services
Experience
Square August 2013 - Present
First Republic Bank December 2010 - August 2013
First Republic Bank March 2010 - December 2010
SolFocus November 2007 - February 2010
Woodside Hotels October 2006 - October 2007
Kenny and Julia Loggins 2002 - 2006
Skills
Outlook, PowerPoint, Event Planning, Word, Excel, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Social Media, Marketing, Public Relations, Salesforce.com, Customer Service
Education
University of California, Santa Barbara 2002 — 2006
B.A., Political Science
Square August 2013 - Present
First Republic Bank December 2010 - August 2013
First Republic Bank March 2010 - December 2010
SolFocus November 2007 - February 2010
Woodside Hotels October 2006 - October 2007
Kenny and Julia Loggins 2002 - 2006
Skills
Outlook, PowerPoint, Event Planning, Word, Excel, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Social Media, Marketing, Public Relations, Salesforce.com, Customer Service
Education
University of California, Santa Barbara 2002 — 2006
B.A., Political Science
Anna Sukhovnin's First Republic Bank Experience October 2003 - June 2009
Job AVP, Portfolio Manager at Bridge Bank
Industry Banking
Experience
Bridge Bank April 2014 - May 2015
Trans Pacific National Bank June 2011 - April 2014
First Republic Bank October 2003 - June 2009
Comerica March 2001 - October 2003
Skills
Commercial Banking, Product Management, Commercial Lending, Financial Analysis, Loans, Credit Analysis, Risk Management, Banking, Credit, Underwriting, Data Analysis, Financial Modeling, Investments, Portfolio Management, Commercial Mortgages, Project Management, Business Development, Cash Management
Education
University of California, Los Angeles
Economics/ Political Science
Bridge Bank April 2014 - May 2015
Trans Pacific National Bank June 2011 - April 2014
First Republic Bank October 2003 - June 2009
Comerica March 2001 - October 2003
Skills
Commercial Banking, Product Management, Commercial Lending, Financial Analysis, Loans, Credit Analysis, Risk Management, Banking, Credit, Underwriting, Data Analysis, Financial Modeling, Investments, Portfolio Management, Commercial Mortgages, Project Management, Business Development, Cash Management
Education
University of California, Los Angeles
Economics/ Political Science
Kelly Kyauk's First Republic Bank Experience February 2013 - Present
Job Sr. Service Desk Analyst at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank February 2013 - Present
First Republic Bank June 2011 - February 2013
Murphy, McKay & Associates July 2009 - June 2011
Coverity May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2009
First Republic Bank February 2013 - Present
First Republic Bank June 2011 - February 2013
Murphy, McKay & Associates July 2009 - June 2011
Coverity May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2009
Samantha Du Quan's First Republic Bank Experience September 2013 - August 2014
Job Founder / Author of The Hip Kid
Industry Online Media
Experience
The Hip Kid September 2013 - Present
First Republic Bank September 2013 - August 2014
First Republic Bank September 2010 - September 2013
Nordstrom June 2008 - June 2010
Nordstrom March 2003 - May 2008
Gap Inc. 1995 - 1996
Skills
Inventory Management, Merchandising, Sales, Retail, Fashion, Visual Merchandising, Apparel, Fashion Buying, Customer Service, Styling, Negotiation, Microsoft Excel, Coaching, Management
Education
University of California, Davis 2001 — 2003
Textile/Clothing
The Hip Kid September 2013 - Present
First Republic Bank September 2013 - August 2014
First Republic Bank September 2010 - September 2013
Nordstrom June 2008 - June 2010
Nordstrom March 2003 - May 2008
Gap Inc. 1995 - 1996
Skills
Inventory Management, Merchandising, Sales, Retail, Fashion, Visual Merchandising, Apparel, Fashion Buying, Customer Service, Styling, Negotiation, Microsoft Excel, Coaching, Management
Education
University of California, Davis 2001 — 2003
Textile/Clothing
Seta Hanoian's First Republic Bank Experience October 2013 - Present
Job Marketing and Communications Manager, First Republic Bank
Industry Events Services
Experience
First Republic Bank October 2013 - Present
First Republic Bank June 2012 - September 2013
First Republic Bank January 2008 - May 2012
Skills
Event Planning, Event Management, Marketing
Education
University of California, Davis 2003 — 2007
BS, Nutrition Science
First Republic Bank October 2013 - Present
First Republic Bank June 2012 - September 2013
First Republic Bank January 2008 - May 2012
Skills
Event Planning, Event Management, Marketing
Education
University of California, Davis 2003 — 2007
BS, Nutrition Science
Alex Dozier's First Republic Bank Experience February 2013 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
First Republic Bank June 2007 - February 2013
Santa Barbara Bank & Trust January 2005 - January 2006
Skills
Banking, Commercial Banking, Financial Analysis, Credit, Loans, Commercial Lending, Underwriting, Credit Analysis, Customer Service, Start-ups, Microsoft Excel, Financial Modeling
Education
University of California, Santa Barbara 2001 — 2005
BA, Finance
First Republic Bank February 2013 - Present
First Republic Bank June 2007 - February 2013
Santa Barbara Bank & Trust January 2005 - January 2006
Skills
Banking, Commercial Banking, Financial Analysis, Credit, Loans, Commercial Lending, Underwriting, Credit Analysis, Customer Service, Start-ups, Microsoft Excel, Financial Modeling
Education
University of California, Santa Barbara 2001 — 2005
BA, Finance
Deana Vi Kwan's First Republic Bank Experience February 2013 - Present
Job Compensation Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
First Republic Bank June 2010 - February 2013
First Republic Bank June 2003 - June 2010
Bank of America 1998 - 2003
Education
University of California, Davis 2001 — 2003
BA, Communication
First Republic Bank February 2013 - Present
First Republic Bank June 2010 - February 2013
First Republic Bank June 2003 - June 2010
Bank of America 1998 - 2003
Education
University of California, Davis 2001 — 2003
BA, Communication
Victor Mena's First Republic Bank Experience October 1995 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank October 1995 - Present
Skills
Banking, Alternative Investments, Mergers & Acquisitions, Team Leadership, Asset Managment, Investments, Asset Management, Management, Wealth Management, Private Equity, Equities, Investment Advisory, Securities, Series 7, Financial Analysis, Leadership, Public Speaking
Education
University of California, Los Angeles 1980 — 1986
BA
First Republic Bank October 1995 - Present
Skills
Banking, Alternative Investments, Mergers & Acquisitions, Team Leadership, Asset Managment, Investments, Asset Management, Management, Wealth Management, Private Equity, Equities, Investment Advisory, Securities, Series 7, Financial Analysis, Leadership, Public Speaking
Education
University of California, Los Angeles 1980 — 1986
BA
Cecilia Tsoflias's First Republic Bank Experience VPCity National Bank2000 - 2007
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank VPCity National Bank2000 - 2007
City NAtional Bank 2000 - 2007
Education
University of California, Los Angeles
BA
First Republic Bank VPCity National Bank2000 - 2007
City NAtional Bank 2000 - 2007
Education
University of California, Los Angeles
BA
Miriam Rose's First Republic Bank Experience February 2012 - Present
Job Senior Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank August 2013 - Present
First Republic Bank February 2012 - Present
Citi Private Bank January 1996 - February 2012
Wells Fargo Bank 1988 - 1995
Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives
Education
University of California, Davis
BA, Languages
HSBC Private Bank August 2013 - Present
First Republic Bank February 2012 - Present
Citi Private Bank January 1996 - February 2012
Wells Fargo Bank 1988 - 1995
Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives
Education
University of California, Davis
BA, Languages
Eve Daugherty's First Republic Bank Experience 2009 - 2011
Job Experienced Commercial Loan Operations Professional
Industry Banking
Experience
OneWest Bank June 2011 - March 2012
First Republic Bank 2009 - 2011
First Republic Bank December 2009 - May 2010
Bank of America NA January 2001 - July 2009
Bank of America January 1996 - January 2001
Credit Services January 1996 - January 2001
Bank of America January 1992 - January 1996
Bank of America January 1986 - January 1992
Skills
Business Process..., Leadership Development, Six Sigma, Customer Service, Transaction Processing, Process Improvement, Business Process, Banking, Training, Strategy, Vendor Management, Management, Cross-functional Team..., Finance, Analysis, Leadership, Mergers & Acquisitions, Project Management, Integration, Portfolio Management, Credit, Financial Risk, Financial Services, Loans, Project Planning, Risk Management, Commercial Banking, Budgets, Business Analysis, Corporate Finance, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Internal Audit, Credit Risk, Loan Origination, Treasury Management, Operational Risk, Cash Management
Education
University of California, Berkeley 1979 — 1983
my BA, Economics
University of California, Berkeley 1979 — 1983
Bachelor's degree, Business/Managerial Economics, 3.7
OneWest Bank June 2011 - March 2012
First Republic Bank 2009 - 2011
First Republic Bank December 2009 - May 2010
Bank of America NA January 2001 - July 2009
Bank of America January 1996 - January 2001
Credit Services January 1996 - January 2001
Bank of America January 1992 - January 1996
Bank of America January 1986 - January 1992
Skills
Business Process..., Leadership Development, Six Sigma, Customer Service, Transaction Processing, Process Improvement, Business Process, Banking, Training, Strategy, Vendor Management, Management, Cross-functional Team..., Finance, Analysis, Leadership, Mergers & Acquisitions, Project Management, Integration, Portfolio Management, Credit, Financial Risk, Financial Services, Loans, Project Planning, Risk Management, Commercial Banking, Budgets, Business Analysis, Corporate Finance, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Internal Audit, Credit Risk, Loan Origination, Treasury Management, Operational Risk, Cash Management
Education
University of California, Berkeley 1979 — 1983
my BA, Economics
University of California, Berkeley 1979 — 1983
Bachelor's degree, Business/Managerial Economics, 3.7
Gregory Wong's First Republic Bank Experience November 2012 - Present
Job Assistant Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2012 - Present
San Ramon Chamber of Commerce January 2011 - Present
Comerica Bank March 2009 - October 2012
Century Business Services October 2007 - October 2008
Balboa Capital October 2005 - March 2007
Skills
Customer Service, Sales, Public Speaking, Leadership, Canvassing, Project Management, Portfolio Management, Product Management, Account Management, Sales Growth, Auditing, Territory Development, Operations Management, Qualifying Prospects, Process Improvement, New Business Development, Revenue & Profit Growth, Closing Deals, Customer Retention, Retention Management, Integrity, Work Ethic, Consumer Lending, Loans, Credit, Commercial Banking, Small Business Lending, Retail Banking, Banking, Strongly self-motivated, High level of initiative, Customer Satisfaction, Marketing, Sales Operations, Sales Management
Education
University of California, Irvine 2003 — 2007
Bachelor's, Sociology, Minor in Management
First Republic Bank November 2012 - Present
San Ramon Chamber of Commerce January 2011 - Present
Comerica Bank March 2009 - October 2012
Century Business Services October 2007 - October 2008
Balboa Capital October 2005 - March 2007
Skills
Customer Service, Sales, Public Speaking, Leadership, Canvassing, Project Management, Portfolio Management, Product Management, Account Management, Sales Growth, Auditing, Territory Development, Operations Management, Qualifying Prospects, Process Improvement, New Business Development, Revenue & Profit Growth, Closing Deals, Customer Retention, Retention Management, Integrity, Work Ethic, Consumer Lending, Loans, Credit, Commercial Banking, Small Business Lending, Retail Banking, Banking, Strongly self-motivated, High level of initiative, Customer Satisfaction, Marketing, Sales Operations, Sales Management
Education
University of California, Irvine 2003 — 2007
Bachelor's, Sociology, Minor in Management
Janice Moua's First Republic Bank Experience December 2014 - May 2015
Job Compensation Analyst at AAANCNU
Industry Insurance
Experience
AAA-NCNU July 2015 - Present
First Republic Bank December 2014 - May 2015
MUFG Union Bank, N.A. July 2009 - December 2014
Wachovia June 2006 - June 2009
World Savings January 2004 - June 2006
University of California, Irvine February 2002 - June 2003
Skills
Access, Loans, Mortgage Lending, Executive Pay, Incentive Programs, Deferred Compensation, Testing, Databases, Visio, Microsoft Excel, SharePoint, Pivot Tables, Database Queries, Analysis, Customer Service, Human Resources, Leadership, Management, Microsoft Office, Payroll, PeopleSoft, Process Improvement, Software Documentation, Time Management, Training, Banking, Business Analysis, Data Analysis, Teamwork
Education
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
AAA-NCNU July 2015 - Present
First Republic Bank December 2014 - May 2015
MUFG Union Bank, N.A. July 2009 - December 2014
Wachovia June 2006 - June 2009
World Savings January 2004 - June 2006
University of California, Irvine February 2002 - June 2003
Skills
Access, Loans, Mortgage Lending, Executive Pay, Incentive Programs, Deferred Compensation, Testing, Databases, Visio, Microsoft Excel, SharePoint, Pivot Tables, Database Queries, Analysis, Customer Service, Human Resources, Leadership, Management, Microsoft Office, Payroll, PeopleSoft, Process Improvement, Software Documentation, Time Management, Training, Banking, Business Analysis, Data Analysis, Teamwork
Education
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Doug Burrows's First Republic Bank Experience August 2011 - Present
Job Senior Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2011 - Present
Wells Fargo - The Private Bank April 2009 - August 2011
Bank of America December 2008 - January 2009
Residential Pacific Mortgage February 2008 - December 2008
Mortgage Loan Specialists January 2005 - July 2007
Reach Communications 2000 - 2004
GreenPoint 1998 - 2000
Skills
Residential Homes
Education
University of California, Santa Barbara 1990 — 1994
BA, Psychology
First Republic Bank August 2011 - Present
Wells Fargo - The Private Bank April 2009 - August 2011
Bank of America December 2008 - January 2009
Residential Pacific Mortgage February 2008 - December 2008
Mortgage Loan Specialists January 2005 - July 2007
Reach Communications 2000 - 2004
GreenPoint 1998 - 2000
Skills
Residential Homes
Education
University of California, Santa Barbara 1990 — 1994
BA, Psychology
Ken Kearns's First Republic Bank Experience July 2015 - Present
Job Deputy Regional Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2015 - Present
First Republic Bank 2012 - Present
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Commercial Lending, FHA, Cross Selling, Financial Analysis, Refinance, Residential Mortgages, Portfolio Management, Underwriting, Management, Sales, Investments, Real Estate, Strategic Planning, Leadership
Education
University of California, Davis
First Republic Bank July 2015 - Present
First Republic Bank 2012 - Present
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Commercial Lending, FHA, Cross Selling, Financial Analysis, Refinance, Residential Mortgages, Portfolio Management, Underwriting, Management, Sales, Investments, Real Estate, Strategic Planning, Leadership
Education
University of California, Davis
Phil Hill, CFA's First Republic Bank Experience February 2011 - February 2015
Job Thought Leadership/Strategic Investment Strategies/Investment Team Leadership/Communication Skills/Passion for Investing
Industry Financial Services
Experience
First Republic Bank February 2011 - February 2015
US Trust May 2007 - February 2011
The Savant Group March 2004 - April 2007
Rankling Futures and Options January 2002 - March 2004
The Clorox Company March 2001 - December 2001
On24.com March 2000 - November 2000
Briefing.com November 1998 - February 2000
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA
Education
University of San Francisco, MBA 1996 — 1998
MBA, Finance and Economics
University of California, Los Angeles
BA, Sociology
CFA Institute
CFA Charterholder
First Republic Bank February 2011 - February 2015
US Trust May 2007 - February 2011
The Savant Group March 2004 - April 2007
Rankling Futures and Options January 2002 - March 2004
The Clorox Company March 2001 - December 2001
On24.com March 2000 - November 2000
Briefing.com November 1998 - February 2000
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA
Education
University of San Francisco, MBA 1996 — 1998
MBA, Finance and Economics
University of California, Los Angeles
BA, Sociology
CFA Institute
CFA Charterholder
Garret Spiecker's First Republic Bank Experience January 2011 - Present
Job Senior Relationship Manager, Private Banking at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2011 - Present
First Republic Bank April 2008 - January 2011
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Economics
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Political Science - International Relations
UC Berkeley Extension
Certificate Program, Personal Financial Planning, Financial Planning and Services
First Republic Bank January 2011 - Present
First Republic Bank April 2008 - January 2011
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Economics
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Political Science - International Relations
UC Berkeley Extension
Certificate Program, Personal Financial Planning, Financial Planning and Services
Kyle Annas's First Republic Bank Experience July 2011 - Present
Job Banking Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2011 - Present
Medical Insurance Exchange of California August 2010 - April 2011
Olde Oaktree Insurance September 2008 - November 2010
Skills
Financial Analysis, Investments, Banking, Bloomberg, Financial Modeling, Asset Management, Portfolio Management, Financial Services, Investment Banking, Business Analysis, Relationship Management, Wealth Management, Equities, Loans, Series 7, Customer Service, Finance, Credit
Education
University of California, San Diego 2005 — 2007
B.A., Economics
First Republic Bank July 2011 - Present
Medical Insurance Exchange of California August 2010 - April 2011
Olde Oaktree Insurance September 2008 - November 2010
Skills
Financial Analysis, Investments, Banking, Bloomberg, Financial Modeling, Asset Management, Portfolio Management, Financial Services, Investment Banking, Business Analysis, Relationship Management, Wealth Management, Equities, Loans, Series 7, Customer Service, Finance, Credit
Education
University of California, San Diego 2005 — 2007
B.A., Economics
Matthew Lau's First Republic Bank Experience February 2015 - Present
Job BSA/AML Investigator at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank August 2014 - February 2015
MUFG Americas October 2013 - August 2014
MUFG Americas October 2012 - October 2013
MUFG Americas August 2011 - October 2012
Next Horizon August 2010 - April 2011
ASUCD Unitrans June 2007 - June 2010
United States Census Bureau April 2010 - May 2010
Morgan Stanley October 2008 - June 2009
Skills
AML, Data Analysis, Risk Management, KYC, Banking, Financial Risk, Financial Analysis, BSA, OFAC, CTR, Due Diligence, Operational Risk, Valuation, Analysis, Bank Secrecy Act, Credit, Access, Fraud, Mutual Funds, Anti Money Laundering
Education
University of California, Davis 2006 — 2010
B.A., Economics, Communications
Lowell High School 2002 — 2006
High School Diploma
First Republic Bank February 2015 - Present
First Republic Bank August 2014 - February 2015
MUFG Americas October 2013 - August 2014
MUFG Americas October 2012 - October 2013
MUFG Americas August 2011 - October 2012
Next Horizon August 2010 - April 2011
ASUCD Unitrans June 2007 - June 2010
United States Census Bureau April 2010 - May 2010
Morgan Stanley October 2008 - June 2009
Skills
AML, Data Analysis, Risk Management, KYC, Banking, Financial Risk, Financial Analysis, BSA, OFAC, CTR, Due Diligence, Operational Risk, Valuation, Analysis, Bank Secrecy Act, Credit, Access, Fraud, Mutual Funds, Anti Money Laundering
Education
University of California, Davis 2006 — 2010
B.A., Economics, Communications
Lowell High School 2002 — 2006
High School Diploma
Jeremy Palaby's First Republic Bank Experience April 2013 - Present
Job Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2013 - Present
Consumer Credit Counseling Service of San Francisco March 2011 - March 2013
Bank of America August 2006 - December 2008
Bank of America August 2006 - December 2008
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Major Economics, Minor Science and Technology
First Republic Bank April 2013 - Present
Consumer Credit Counseling Service of San Francisco March 2011 - March 2013
Bank of America August 2006 - December 2008
Bank of America August 2006 - December 2008
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts, Major Economics, Minor Science and Technology
Sean Barry's First Republic Bank Experience August 2015 - Present
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Citi November 2014 - August 2015
Mutual of Omaha Bank January 2010 - November 2014
Bank of America December 2008 - December 2010
Wells Fargo Home Mortgage October 2002 - December 2008
Skills
Credit Analysis, Mortgage Lending, Mortgage, Mortgage Banking, Loans, Investments, Investment Properties, Real Estate, Loan Origination, Credit, Sales, Residential Mortgages
Education
University of San Diego School of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of California, Los Angeles 1993 — 1995
Bachelor's degree, English Language and Literature, General
RSF Elementary
University of San Francisco School of Law
First Republic Bank August 2015 - Present
Citi November 2014 - August 2015
Mutual of Omaha Bank January 2010 - November 2014
Bank of America December 2008 - December 2010
Wells Fargo Home Mortgage October 2002 - December 2008
Skills
Credit Analysis, Mortgage Lending, Mortgage, Mortgage Banking, Loans, Investments, Investment Properties, Real Estate, Loan Origination, Credit, Sales, Residential Mortgages
Education
University of San Diego School of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of California, Los Angeles 1993 — 1995
Bachelor's degree, English Language and Literature, General
RSF Elementary
University of San Francisco School of Law
Evan Chang's First Republic Bank Experience August 2011 - Present
Job Asset Management Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2011 - Present
First Republic Bank May 2011 - July 2011
First Republic Bank February 2010 - July 2011
First Republic Bank November 2009 - January 2010
City of Oakland June 2003 - December 2006
Education
UC Davis 2007 — 2009
BS Mechanical Engineering, Thermodynamics, Fluids, Heat Transfer, 3.18
First Republic Bank August 2011 - Present
First Republic Bank May 2011 - July 2011
First Republic Bank February 2010 - July 2011
First Republic Bank November 2009 - January 2010
City of Oakland June 2003 - December 2006
Education
UC Davis 2007 — 2009
BS Mechanical Engineering, Thermodynamics, Fluids, Heat Transfer, 3.18
Cindy Engelbrecht, CRCM, CAMS's First Republic Bank Experience September 2014 - Present
Job Regulatory Compliance at Union Bank
Industry Banking
Experience
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
First Republic Bank September 2014 - Present
Union Bank January 2012 - September 2014
Union Bank January 2008 - May 2011
Federal Reserve Bank of San Francisco 2003 - 2005
KPMG 2001 - 2003
Wells Fargo 1999 - 2001
Federal Reserve Bank of San Francisco 1995 - 1998
Office of the Comptroller of the Currency 1993 - 1995
Skills
Banking, Financial Risk, AML, Risk Management, Credit Risk, KYC, Mortgage Lending, Capital Markets, Portfolio Management, Fraud, Treasury Management, Loans, Credit Cards, Credit, Operational Risk, Operational Risk..., Securities, Commercial Lending, Sarbanes-Oxley Act, Basel II, Financial Institutions, Consumer Lending, Auditing, Process Improvement, Governance, Due Diligence, Financial Services, Relationship Management, Internal Audit, Fixed Income, Retail Banking, USA PATRIOT Act
Education
University of California, Irvine
BA
University of Southern California
MBA
Mobie Chan's First Republic Bank Experience Online Analyst Team LeadFirst Republic Bank2004 - 2011
Job Business Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank Online Analyst Team LeadFirst Republic Bank2004 - 2011
Skills
Business Analysis, Banking, Business Requirements, Risk Management, SDLC, Visio, Software Documentation, Internet Banking, Customer Service
Education
University of California, Los Angeles 1998 — 2002
Bachelor's, Psychology
First Republic Bank Online Analyst Team LeadFirst Republic Bank2004 - 2011
Skills
Business Analysis, Banking, Business Requirements, Risk Management, SDLC, Visio, Software Documentation, Internet Banking, Customer Service
Education
University of California, Los Angeles 1998 — 2002
Bachelor's, Psychology
Derrick Yee's First Republic Bank Experience April 2011 - Present
Job Senior Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2011 - Present
US Trust October 2006 - March 2011
Bank of America August 2003 - August 2006
Education
University of California, San Diego 1997 — 2001
BA, Economics
First Republic Bank April 2011 - Present
US Trust October 2006 - March 2011
Bank of America August 2003 - August 2006
Education
University of California, San Diego 1997 — 2001
BA, Economics
Michelle Kuswanto's First Republic Bank Experience July 2012 - Present
Job Personal Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2012 - Present
JPMorganChase 2006 - 2012
Skills
Loans, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Commercial Lending, Relationship Management, Retail Banking, Wealth Management
Education
University of California, San Diego 2005 — 2007
Psychology
Lowell High School
First Republic Bank July 2012 - Present
JPMorganChase 2006 - 2012
Skills
Loans, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Commercial Lending, Relationship Management, Retail Banking, Wealth Management
Education
University of California, San Diego 2005 — 2007
Psychology
Lowell High School
Sophia Chaban's First Republic Bank Experience March 2011 - Present
Job Client Service Associate, First Republic Bank
Industry Banking
Experience
First Republic Bank March 2011 - Present
Bank of America March 2010 - March 2011
Skills
Credit, Small Business Lending, Customer Service, Banking, Commercial Banking, Credit Analysis, Leadership, Loans, Strategic Planning
Education
University of California, Davis 2002 — 2007
B. A. International Relations, Psychology, Minor in French
First Republic Bank March 2011 - Present
Bank of America March 2010 - March 2011
Skills
Credit, Small Business Lending, Customer Service, Banking, Commercial Banking, Credit Analysis, Leadership, Loans, Strategic Planning
Education
University of California, Davis 2002 — 2007
B. A. International Relations, Psychology, Minor in French
Annabelle Ching's First Republic Bank Experience 2008 - 2013
Job Senior Underwriter at Stearns Lending
Industry Banking
Experience
Stearns Lending February 2015 - Present
Prospect Mortgage May 2014 - January 2015
First Republic Bank 2008 - 2013
Vertice, a Division of Wachovia Securities 2005 - 2007
First Bank Mortgage 2003 - 2005
GE, PMI, Radian 2000 - 2003
iOwn.com 1998 - 2000
Skills
Underwriting, Credit Underwriting, California Real Estate..., Life, Accident and..., Time Management, Team-oriented, Financial Analysis, Finance, High Organizational..., Creative Problem Solving
Education
University of California, Davis
Bachelor of Science (BS), Agricultural and Managerial Economics
Stearns Lending February 2015 - Present
Prospect Mortgage May 2014 - January 2015
First Republic Bank 2008 - 2013
Vertice, a Division of Wachovia Securities 2005 - 2007
First Bank Mortgage 2003 - 2005
GE, PMI, Radian 2000 - 2003
iOwn.com 1998 - 2000
Skills
Underwriting, Credit Underwriting, California Real Estate..., Life, Accident and..., Time Management, Team-oriented, Financial Analysis, Finance, High Organizational..., Creative Problem Solving
Education
University of California, Davis
Bachelor of Science (BS), Agricultural and Managerial Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon