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,
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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
Willamette University MBA November 2013 - Present
First Republic Bank November 2011 - July 2013
Capital Pacific Bank May 2004 - October 2011
US Bank April 2003 - May 2004
Northwestern Mutual Financial Network October 2000 - April 2003
Bank of America March 1999 - October 2000
NationsBank September 1994 - March 1999
State Farm June 1992 - August 1992
Portland Trail Blazers May 1992 - July 1992
Skills
Relationship Management, Strategic Planning, Brand Management, Public Speaking, Leadership, Banking, Marketing, Credit, Portfolio Management, Non-profits, CRM, Loans, Business Development, Program Management, Recruiting, Commercial Banking, Business Strategy, Fundraising, Sales, Marketing Strategy, Financial Analysis, New Business Development, Wealth Management, Budgets, Management, Analytics, Market Research, Nonprofits, Project Management, Business Planning, Finance, Event Planning, Strategy, Commercial Lending, Team Building, Strategic Partnerships, Training, Executive Management, Start-ups, Financial Services, Small Business, Management Consulting, Investments, Treasury Management, Competitive Analysis, Entrepreneurship, Product Management, Business, Product Marketing, Mergers & Acquisitions
Education
Willamette University - Atkinson Graduate School of Management 2006 — 2008
MBA, Honors, Business
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics, Marketing
The Catlin Gabel School 1977 — 1990
Diploma, K-12
Virgin America March 2013 - Present
Aixtek November 2010 - March 2013
Independent Consultant August 2006 - May 2011
Proteus Biomedical 2006 - 2009
Heald College October 2005 - February 2006
First Republic Bank 2004 - 2005
Captaris Medialinq 2002 - 2004
Lawrence Johnson & Assoc. December 2001 - March 2002
MessageMedia 2000 - 2001
National Center for Atmospheric Research 1998 - 2000
Skills
Linux, Unix Shell Scripting, Apache, Cloud Computing, Virtualization, Network Administration, Database Administration, Directory Services, SELinux, System Administration, VMware, Mail Server, Web Design, LAMP administration, VPN, Data Center, Networking, Routers, Firewalls, NFS, Servers, Samba, Bash, RedHat, HTML, Unix, Puppet, Tomcat, Shell Scripting, MySQL, Linux Server, Web Servers
Education
University of Colorado Boulder 1991 — 1995
B.A., Speech Pathology
First Republic Bank November 2001 - Present
Bank of America April 1985 - November 2001
Skills
Loans, Portfolio Management, Private Banking, Team Management, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Investments, Management, Relationship Management, Risk Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Executive Development Program
First Republic Bank March 2015 - Present
First Republic Bank October 2011 - March 2015
First Republic Bank July 2007 - October 2011
Skills
Vendor Management, Microsoft Excel, Time Management, Project Management, Invoicing, Spreadsheets, Software Documentation, Access, Banking, Purchase Orders, PowerPoint, Management, Social Media, Customer Support, Microsoft Office, Outlook, Microsoft Word, Third Party Vendor..., Purchase Management, Purchase Contracts
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (BA), History of Arts and Visual Culture
Fremont Bank May 2015 - Present
First Republic Bank March 2014 - April 2015
Mechanics Bank October 2010 - March 2014
KeyCorp February 2001 - October 2010
Bank One April 1997 - February 2001
Citibank & First Interstate Bank July 1992 - April 1997
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Risk, Loan Modifications, Loans, Portfolio Management, Underwriting, Work Outs
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1992
M.B.A., Marketing & Finance
Washington and Jefferson College 1986 — 1990
B.A., Chemistry & Business Administration
Urban Airship November 2014 - Present
Levé 2012 - 2015
Janrain, Inc. January 2012 - October 2014
Janrain, Inc. January 2012 - October 2012
First Republic Bank September 2008 - February 2011
Australian Rugby League / NSW Rugby League August 2007 - June 2008
Skills
Customer Service, Business Development, Management, Project Management, Customer Retention, Event Planning, Marketing Strategy, SaaS, Strategic Planning, Account Management, Salesforce.com, Sales, CRM
Education
University of Oregon 2003 — 2007
BS, Family and Human Services
Jesuit High School 1999 — 2003
McKesson February 2015 - Present
First Republic Bank July 2014 - January 2015
Content Equals Money January 2013 - June 2014
Beacon Hill Arts October 2011 - September 2012
Digital Publishing Solutions July 2009 - August 2011
India New England October 2007 - May 2009
Skills
Editing, Press Releases, Fundraising, Blogging, Cross-cultural..., Community Outreach, Research, Editorial, Grants, Social Media, Volunteer Management, Web Content, Advertising, Public Relations, Marketing, International Relations, Politics, Copy Editing, Social Networking, Copywriting, Writing
Education
Newcastle University 2011 — 2012
Master of Arts (MA), Cross-Cultural Communication and Media Studies
University of Puget Sound
Bachelor of Arts (B.A.), English: Writing, Rhetoric and Culture
Facebook February 2015 - Present
First Republic Bank December 2013 - January 2015
CBS Interactive September 2012 - May 2013
CBS Interactive May 2011 - September 2012
CBS Interactive July 2010 - May 2011
CBS Interactive July 2009 - July 2010
Skills
Online Advertising, Advertising Sales, Online Marketing, Product Marketing, Digital Media, Digital Marketing, Digital Strategy, Advertising, Lead Generation, Cross-functional Team..., Marketing, Strategy, Social Media Marketing, Salesforce.com, B2B, Mobile Marketing, Email Marketing, Management, Web Analytics, Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelors of Science, Business Marketing
University of Seville 2007 — 2007
First Republic Bank May 2015 - June 2015
First Republic Bank February 2015 - May 2015
First Republic Bank August 2014 - January 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Multi Tasking, Friendly Personality, Patience, Detail Oriented
Education
University of Nebraska at Kearney 2009 — 2014
Bachelor of Science (BS), Accounting, 3.72
First Republic Bank July 2014 - Present
BALANCE Financial Fitness Program June 2012 - July 2014
National Council of Juvenile and Family Court Judges October 2011 - June 2012
National Council of Juvenile and Family Court Judges April 2009 - October 2011
National Council of Juvenile and Family Court Judges January 2008 - April 2009
Coldwell Banker Plummer & Associates February 2007 - January 2008
Renown Health June 2004 - January 2008
Carson Urologists, Ltd April 2003 - May 2004
Skills
Data Entry, Budgets, Nonprofits, Microsoft Office, HTML, Invoicing, Research, Customer Service, Public Speaking, Government, Training, Software Documentation, PowerPoint, Microsoft Excel, Finance, Grants, Accounting, Sage Fund Accounting, Non-profits, Credit, Credit Reports, Budget Analysis, Credit Scoring, Budget Monitoring, Budget Reconciliation, Call Centers, Adobe Acrobat, Microsoft Word
Education
University of Nevada-Reno 2009 — 2012
Bachelor of Science, Finance/Economics
Truckee Meadows Community College 2004 — 2009
Associates, Finance
First Republic Bank August 2015 - Present
Union Bank December 2012 - August 2015
Bank of America May 2010 - December 2012
Bank of America March 2009 - March 2010
Bank of America December 2008 - March 2009
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Consumer Lending, Branch Management, Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Coaching, Sales, Recruiting, Talent Acquisition, Cross Selling, Commercial Banking, Loan Origination, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science, Public Policy emphasis
First Republic Bank November 2011 - Present
Bank of America June 2006 - October 2011
Jungle Toys February 2006 - June 2006
Bank of America April 2004 - July 2005
Skills
Banking, Credit, Commercial Banking, Mortgage Lending, Deposits, Retail Banking, Small Business Lending, Consumer Lending, Commercial Lending, Finance
Education
UC Santa Cruz 2001 — 2005
Political Science, History, Economics, Political Science
Lake Highlands High School 1999 — 2001
First Republic Bank October 2013 - Present
Enterprise Rent-A-Car March 2012 - September 2013
First Investors January 2012 - March 2012
Skills
Customer Service, Marketing Strategy, Sales Operations, PowerPoint, Cross-functional Team..., Enterprise Software, Non-profit Program..., Internet Banking, Manage Client..., High Fives
Education
UC Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Torrey Pines High School 2004 — 2008
High School Diploma
George Smith Partners June 2007 - Present
First Republic Bank 2005 - 2007
Skills
Real Estate Economics, Real Estate, Real Estate Development, Brokerage, Disposition, Due Diligence, Asset Managment, Loans, Valuation, Investments, Underwriting, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Investment Properties, Apartments, Financial Modeling, Financial Analysis, Loan Origination, Leases, Real Estate Transactions, Entitlements, Acquisitions, Property, Finance, Tenant, CMBS, Land Acquisition, Location Intelligence, Financial Structuring, Investors, International Real..., Property Management, Corporate Real Estate, Refinance, Mezzanine, Joint Ventures, Portfolio Management, Construction Loans, Tenant Representation, Asset Management
Education
University of California, Santa Barbara 2001 — 2005
First Republic Bank August 2014 - Present
USAF February 2003 - Present
First Republic Bank October 2013 - April 2014
Skills
Information Security, Computer Security, System Administration, Security+, DHCP, Group Policy, Antivirus, DNS, Firewalls, Remote Desktop, Routers, Network Security, Wireless Networking, Software Installation, Network Administration, Microsoft Exchange, Microsoft SQL Server, IT Asset Management, Computer Hardware, Virtualization, OS X, Windows, Microsoft Office, Intrusion Detection, Troubleshooting, IT, Military, United States Air Force, Cybersecurity, DoD Top Secret Clearance, Switches, Physical Security, Resource Management, Configuration Management, Active Directory, Windows Server, SQL, Bluecoat Proxies, VMware, SCCM, Disaster Recovery
Education
University of Maryland University College 2009 — 2012
Bachelor of Science (BS), Cybersecurity
University of Maryland University College 2005 — 2009
Associate of Arts (AA), Computer Studies
CompTIA
Certificate, Security+
First Republic Bank June 2010 - Present
Chase July 2009 - June 2010
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Small Business Lending, Portfolio Management, Relationship Management, Strategic Planning, New Business Development, Customer Service, Sales Management, Real Estate, Mortgage Lending
Education
New England Culinary Institute
University of Iowa - Henry B. Tippie College of Business
B.S., Business Management
Salesforce June 2014 - Present
salesforce.com April 2014 - June 2014
Sutter Health September 2013 - March 2014
Kaiser Permanente May 2013 - August 2013
Nexus IS October 2012 - May 2013
First Republic Bank November 2010 - October 2012
Kaiser Permanente September 2009 - November 2010
Kaiser Permanente December 2007 - November 2009
Kaiser Permanente October 2005 - November 2007
Clarity Visual Systems February 2005 - October 2005
Skills
Program Management, IT Strategy, Disaster Recovery, ITIL, Management, PMP, Project Management, Enterprise Software, PMO, Business Process, Data Center, Leadership, Integration, IT Management, Project Portfolio..., Security, Enterprise Architecture, CRM, Strategy, Infrastructure, Information Security, SharePoint, Software Documentation, SaaS, Microsoft Certified..., Networking, Resource Management, Software Implementation, Business Process..., Management Consulting, Citrix, MS Project, ERP, Governance, Project Planning, Risk Management, Quality Assurance, Analysis, SDLC, Process Improvement, Cloud Computing, Strategic Planning, Consulting, Outsourcing, Agile Methodologies, Scrum, Kanban
Education
Saint Mary's College of California 2013 — 2014
Master of Business Administration (M.B.A.)
University of Phoenix 2002 — 2003
BS, Information Technology
Arizona State University 2001 — 2002
Chandler-Gilbert Community College 2000 — 2001
Associates of Applied Science (AAS), Information Technology
Electronic Arts (EA) January 2014 - Present
First Republic Bank October 2013 - December 2013
UnitedHealth Group November 2011 - November 2012
UnitedHealth Group October 2009 - November 2011
Wallin Education Partners June 2007 - October 2009
School of Public Health, University of Minnesota October 2004 - July 2007
Skills
Microsoft Excel, Microsoft Access, Analytics, Data Analysis, Workday, Salesforce.com, Compensation Structures, Global Compensation, Market Pricing, Sales Compensation, SuccessFactors, MySQL, PeopleSoft, Job Analysis, Organizational Structure, Microsoft Office, FileMaker
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Blair High School 1999 — 2003
First Republic Bank January 2015 - Present
RBS Citizens Financial Group October 2013 - January 2015
Northwestern Mutual January 2013 - October 2013
The Shirt Guys LLC May 2012 - September 2013
Gorton's June 2011 - March 2012
GTECH Corporation May 2010 - May 2011
Spinnaker Asset Management June 2009 - February 2010
Mindy S. Rosenbloom, Inc. September 2003 - May 2007
Skills
SAP, Microsoft Excel, PowerPoint, Access, Microsoft Office, Forecasting, Teamwork, Variance Reports, Microsoft Word, Data Analysis, Project Management, Sales, Retail, Strategic Financial..., Accounting, Business Planning, Budgets, Financial Analysis, Financial Planning, Finance, Management, Public Speaking
Education
University of Rhode Island 2007 — 2011
Bachelor of Science (B.S.), Business Administration; Finance
First Republic Bank 2005 - Present
Society of Daughters of Holland Dames 2004 - 2014
Svoren Consulting 2001 - 2004
Southcorp Wines the America Napa, CA 2001 - 2002
Agilent Technologies 1999 - 2000
Macy’s West 1999 - 1999
Silicon Valley Bank 1995 - 1999
Federal Deposit Insurance Corporation 1992 - 1995
Skills
Credit Analysis, Portfolio Management, Financial Analysis, Aviation, Maritime, Art, Managerial Finance, Valuation, Financial Modeling, Financial Reporting, Financial Accounting, Wine, Business Strategy, Business Development, Budgets, Loans, Analysis, Private Equity, Commercial Banking
Education
University of Oregon 1988 — 1992
Bachelor of Science (BS), Finance, Economics, International Business and Scandinavian Studies
First Republic Bank April 2014 - Present
Royal Air Force January 2010 - April 2013
Royal Air Force October 2005 - December 2009
Royal Air Force January 2000 - October 2005
Royal Air Force December 2003 - April 2004
Royal Air Force December 2001 - April 2002
Royal Air Force December 1998 - December 1999
Royal Air Force February 1993 - November 1998
Royal Air Force December 1994 - June 1995
Royal Air Force July 1991 - February 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Network Engineering, Network Administration, Network Security, Network Design, Network Architecture, Local Area Network, Video Conferencing, Ground Instructor, Programming, Java, Networking, Switches, Defence, Cisco Technologies, Software Installation, Software Documentation, Defense, Telecommunications, Cisco Telepresence
Education
University of Hertfordshire 2013 — 2013
N/A, CCNA Exploration 3: LAN Switching and Wireless, Pass
University of Hertfordshire 2013 — 2013
N/A, CCNA Exploration 4: Accessing the WAN, Pass
University of Hertfordshire 2010 — 2013
BSc Computer Science, Computer Systems Networking and Telecommunications, 1st
University of Hertfordshire 2013 — 2013
N/A, CCNA 2 Exploration: Routing Protocols and Concepts, Pass
University of Hertfordshire 2013 — 2013
N/A, CCNA 1 Exploration: Network Fundamentals, Pass
PwC July 2013 - Present
PwC October 2010 - July 2013
First Republic Bank June 2008 - October 2010
First Republic Bank January 2008 - July 2008
Skills
Derivatives, Series 7, Series 63, Relationship Management, Capital Markets, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS, Finance; BS International Business & Economics
Richmond College, Florence Italy 2007 — 2007
Study abroad semester
First Republic Bank March 2011 - Present
Rabobank, N.A. California August 1990 - December 2009
Skills
Team Building, Budgets, Facilities Management, Management, Leadership, Team Leadership, Troubleshooting, Sales, Contract Negotiation, Customer Service, Strategy, Operations Management, Project Management, Process Improvement, Sales Management, New Business Development, Vendor Management, Banking, Microsoft Excel, Microsoft Office, Business Development, Project Planning
Education
University of Nevada-Reno
First Republic Bank June 2014 - Present
Green Bench Brewing Company August 2013 - June 2014
Tech Data June 2012 - October 2013
University Athletic Association - University of Florida August 2011 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Tampa Bay Rays May 2009 - August 2009
Skills
PowerPoint, Customer Service, Outlook, Word, Excel, Archtics, SharePoint, Cold Calling, Ticket Sales, Customer Relations
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Management
St. Petersburg Catholic High School 2004 — 2008
Crane Freight & Cartage May 2014 - Present
First Republic Bank March 2008 - May 2014
Wells Fargo January 2002 - March 2008
Skills
Banking, Retail Banking, Relationship Management, Loans, Cross Selling, Mortgage Lending, Consumer Lending, Lines Of Credit, Cash Management, Commercial Lending, Customer Service, Human Resources, Financial Services, Training, Employee Training, Leadership, Loan Origination, Performance Management, Employee Relations, Credit, Credit Analysis, Freight Forwarding, Sales, Commercial Banking, Logistics Management
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Human Resources Management and Services
Diablo Valley College
Associate of Arts (AA), Sociology
First Republic Bank May 2012 - Present
Wells Fargo June 1996 - May 2012
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2008 — 2010
Bachelor's degree, Business Management
Pacific Coast Banking School 2002 — 2004
Gradute School of Banking
University of San Diego 1994 — 1996
Business Adminstration
Citizens Financial Group, Inc. August 2015 - Present
Citizens Financial Group, Inc. January 2015 - August 2015
Wolf & Company, P.C. April 2013 - October 2013
First Republic Bank November 2010 - July 2011
TD Wealth Management January 2010 - November 2010
TD Bank May 2006 - January 2010
Skills
Banking, Portfolio Management, Relationship Management, Retail Banking, Sales, Loans, Credit, Consumer Lending, Investments, Mortgage Lending, Commercial Lending, Financial Analysis, Auditing, Customer Service, Cash Management, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS)
First Republic Bank January 2014 - Present
First Republic Bank May 2014 - January 2015
Pulte Mortgage January 2013 - March 2014
Northwestern Mutual June 2011 - January 2013
Flatirons Volleyball Club October 2010 - June 2011
Colorado Public Interest Research Group January 2010 - October 2010
East Bay Concepts May 2010 - August 2010
Egkan's Child Care May 2007 - August 2010
CU Intramural Office August 2008 - May 2010
Skills
Time Management, Editing, Coaching, Event Planning, Leadership, Research, Press Releases, PowerPoint, Customer Service, Sales, Social Media, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, File Management, Social Networking, Facebook, Management, Data Analysis, Finance
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science, History/English
Umbra University
History
Carondelet High School
First Republic Bank March 2009 - Present
Natixis CIB 2006 - August 2008
TriLife Coaching, nyc October 2007 - July 2008
Natixis Capital Markets 2001 - 2006
Natixis Capital Markets 1998 - 2001
Bankers Trust 1997 - 1998
Skills
CRM, Collateral Management, Process Improvement, Risk Analysis, Basel II, Fixed Income, Banking, Portfolio Management, Back Office, Analysis, Derivatives, Capital Markets, Credit, Credit Risk, Hedge Funds, Bloomberg, Training, Trading, Structured Products, Valuation, Finance, Financial Risk, Mutual Funds, Risk Management, Business Requirements, Financial Reporting, Middle Office, Equities, Financial Services, Internal Audit
Education
University of Maine 1993 — 1997
B.S., Business Administration (Finance)
Encompass Consulting, LLC December 2014 - Present
At Home January 2013 - Present
First Republic Bank January 2012 - January 2013
University of Phoenix January 2011 - January 2012
Patriot National Title Services, LLC /Law Offices of David Traniello, P.C. – (mass layoff) February 2008 - December 2010
Indymac Bank (closed) 2006 - 2008
Washington Mutual Bank (closed) 2005 - 2006
Washington Mutual Bank 2003 - 2005
Washington Mutual Bank 2002 - 2003
Skills
Residential Mortgages, Banking, Loans, Loan Origination, Mortgage Banking, Mortgage Underwriting, Underwriting, Credit Analysis, Customer Service, Credit, Mortgage Lending, Refinance, Financial Analysis, Risk Management, Credit Risk, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Team Management
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of Phoenix 2007 — 2009
Associate's degree, Accounting
First Republic Bank October 2012 - Present
Middlesex School August 2010 - June 2012
IMG June 2009 - August 2009
Philadelphia Soul September 2008 - December 2008
Seattle Seahawks June 2008 - August 2008
Skills
New Business Development, Consulting, Management, Public Speaking, Research, Teaching, Non-profits, Fundraising, Volunteer Management, Editing, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Nonprofits, Event Management, Microsoft Office, Leadership, Community Outreach, Event Planning, Training
Education
University of Pennsylvania 2006 — 2010
BA, Political Science, Economics
Middlesex School 2003 — 2006
Admirals Bank March 2012 - Present
First Republic Bank January 2011 - March 2012
Citizens Bank September 2009 - January 2011
Bank of America October 2008 - April 2009
Fidelity Investments February 2007 - October 2008
Skills
Banking, Investments, Financial Services, Private Banking, Finance, Mortgage Lending, Loans, Series 63, Strategic Financial..., Series 7, Portfolio Management, Mortgage, Financial Planning, Relationship Management, Business Development, Business Strategy, Sales Process, Strategic Partnerships, CTFA
Education
University of New Hampshire 1997 — 2002
BA, Political Science and English
First Republic Bank November 2013 - Present
California Employment Development Department August 2012 - November 2013
Boeing Commercial Airplanes September 2008 - August 2012
Textron January 2008 - August 2008
Infosys July 2004 - December 2007
Skills
SSIS, SSRS, Data Warehousing, ETL, Performance Tuning, SQL, VB.NET, Business Analysis, Databases, SDLC, Business Intelligence, Requirements Analysis, SSAS 2008, Data Conversion, SQL 2008/2005/2000, Data Analysis, ETL Tools, Microsoft SQL Server, Agile Methodologies, Software Project..., Experienced Business..., Fixed Income, Capital Markets, Wealth Management, Credit Risk, Credit Analysis, Credit Scoring
Education
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology
DMHSS 1998 — 2000
Higher Secondary School, Computer Science
First Republic Bank June 2014 - Present
First Republic Bank October 2012 - June 2014
Walgreens October 2003 - October 2012
Sibson Consulting April 2001 - April 2002
Skills
Outlook, Troubleshooting, Microsoft Word, Windows, Technical Support, Pharmacy, Data Entry, Training, Medical Terminology, HIPAA, Telephone Skills, Cashiering, Inventory Management, 10 Key, Phone Etiquette, Cash Register, Filing, Microsoft Excel, Customer Service, PowerPoint, Data Analysis, Computer Hardware, Healthcare, Patient Safety, Time Management, Research, Retail, Diabetes, Customer Satisfaction, Critical Thinking, Teamwork, Leadership, Cash Handling Experience, Appointment Scheduling, File Management, Pharmacy Automation, SCCM, Organization, Software Installation, BMC Remedy, Windows 7, Patient Education, Access, Pharmacology, Medical Records, Clerical Skills, Pharmacy Technicians, shoretel
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Business System Analysis
Lattice Strategies, LLC April 2015 - Present
Dream A Little Dream Events June 2013 - Present
TPG Capital April 2014 - April 2015
First Republic Bank February 2013 - April 2014
Greenhouse Agency, Inc June 2012 - November 2012
Chili's September 2009 - September 2012
Gainey Vineyard January 2007 - January 2012
Skills
Facebook, Event Planning, Social Media, Social Networking, PowerPoint, Public Relations, Event Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Blogging, Public Speaking, Research, Sales, Teamwork
Education
UCSB 2008 — 2012
Bachelor's degree, Global and International Studies
University of Florence 2011 — 2011
First Republic Bank March 2014 - Present
University of Portland June 2012 - March 2014
University of Portland August 2009 - June 2012
Roosevelt High School August 2008 - April 2009
Education
University of Portland 2009 — 2012
MBA
University of Portland
BBA, Finance
Gartner October 2014 - Present
Theorem Design June 2009 - Present
Morgan Stanley June 2006 - June 2009
Donovan Data Systems November 2004 - February 2006
Sullivan November 1998 - May 2002
Carla Hall Design Group September 1996 - November 1998
Cullinane Design November 1994 - September 1996
First Republic Bank January 1992 - November 1994
Skills
Creative Direction, User Interface Design, Information Architecture, Illustrator, Web Design, Photoshop, InDesign, Interaction Design, Branding & Identity, Logo Design, Web Development, Wireframes, Brand Management, CSS, jQuery, QuarkXPress, Usability, Corporate Identity, XHTML, HTML, UI Design, Wordpress, UX, Microsoft Office, User Experience, SASS, Graphic Design, Art Direction, Adobe Creative Suite, User Experience Design, User Interface, Creative Strategy
Education
University of Michigan 1981 — 1985
BFA, Design and Fine Art
First Republic Bank July 2009 - Present
Huntington National Bank January 2005 - April 2009
National City Bank October 1989 - January 2005
Skills
Loans, Banking, Financial Risk, Commercial Lending, Commercial Banking, Portfolio Management, Credit, Compliance, Customer Service, Mergers, Management, Financial Services, Operational Risk, Financial Analysis, Loan Origination, Small Business Lending, Consumer Lending, Risk Management, Underwriting, Mortgage Banking, Retail Banking, AML, Loan Servicing, Mergers & Acquisitions, Credit Risk, Treasury Management, Business Process, Relationship Management, Credit Analysis, Finance, Budgets, Cash Management, Mortgage Lending, Investments, Private Banking
Education
YPAS 1984 — 1988
University of Louisville
BS, Political Science & Business Admin
Sindeo August 2015 - Present
Citi May 2012 - Present
Morgan Stanley 2010 - 2012
First Republic Bank October 2001 - April 2010
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Wealth Management, Credit Analysis, Investments, Asset Management, Private Banking, Finance, Risk Management, New Business Development
Education
University of Central Missouri 1997 — 1999
Garden City Community College 1995 — 1997
Aria Systems February 2013 - Present
Brighterion, Inc. November 2007 - January 2013
First Republic Bank August 2007 - November 2007
Skills
Business Relationship..., Executive Support, Office Management, Account Management, Customer Service, Travel Planning, Microsoft Office, Records Management, Project Management, Calendaring, Event Management, Business Development, Marketing Strategy, Leadership, Enterprise Software, Start-ups, Lead Generation, Strategic Partnerships, Product Management
Education
University of California, Santa Barbara 2003 — 2007
B.A., Global Studies
Parker Institute for Cancer Immunotherapy August 2015 - Present
First Republic Bank February 2014 - August 2015
Union Square Endodontics September 2012 - January 2014
Advanced Endodontics Associates, Drs. Cohen, Goodman, Simon, Ribera, Menhinick, Hetz, P.A. 2011 - 2012
Skills
Patient Education, Cpr Certified, Dentistry, Healthcare, Treatment, Medical Terminology, Surgery, Cosmetic Dentistry, Periodontics, Pediatrics, Restorative Dentistry, Medicine, Appointment Scheduling, Endodontics
Education
University of Maryland College Park 2006 — 2010
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Alameda Health System January 2015 - Present
Visa 2013 - Present
First Republic Bank 2011 - 2013
Mosaic Mercantile 2010 - 2011
Federal Home Loan Bank of San Francisco 2001 - 2009
Prophet Brand Strategy 2000 - 2001
Siemens Medical Systems (Formerly Acuson Corporation) 1997 - 1999
SGI 1993 - 1997
Skills
Vendor Management, Project Management, Risk Management, Leadership, Integration, Project Planning, IT Strategy, Team Building, Software Development, Requirements Gathering, IT Management, IT Operations, Applications, Continuous Process..., Large Scale Deployments, Application Migrations, IT Security Operations, IT Infrastructure..., Business Applications, IT Security Best..., Strategic Planning, Systems Analysis, Compliance, Establish & Maintain..., Technology Needs..., Certified Project..., IT Infrastructure Design, Operating Budgets, Program Management, Negotiation, Vendor Relationships, Key Account Management, Performance Management, Data Warehousing, Master Data Management, Asset Management, PMP, ITIL, SDLC, Change Management, Enterprise Software, Cross-functional Team..., Outsourcing, Enterprise Architecture, Budgets, Business Process...
Education
University of Maryland College Park
B.A., Economics
First Republic Bank March 2015 - Present
Wells Fargo, San Francisco, CA December 2013 - March 2015
Bank of the West, San Ramon, CA June 2013 - December 2013
Wells Fargo, San Francisco, CA June 2011 - May 2013
Cognizant May 2010 - May 2011
BNY Mellon March 2007 - May 2010
HCL Technologies May 2006 - February 2007
HCL Technologies December 2005 - April 2006
IGATE January 2005 - December 2005
Skills
Informatica, Oracle SQL, Teradata, DB2, Unix Shell Scripting, syncsort, Erwin, Data Warehousing, Data Modeling, Functional Design, Star Schema, Business Intelligence, SQL, Oracle PL/SQL..., Performance Tuning, Business Analysis, Data Analysis, Test Planning, Offshore Software..., Project Management, Cognos, Embarcadero, Business Objects, Leading Development..., ETL, Data Marts, Oracle, Vertica, Hyperion Planning, Data Architecture, Requirements Analysis, Enterprise Architecture, Syncsort
Education
University of Madras 1999 — 2003
Bachelor of Science (B.S.), Computer Engineering
First Republic Bank August 2011 - June 2014
MidCountry Bank January 2009 - March 2011
MIT September 2010 - December 2010
MidCountry Bank February 2008 - August 2008
Middlebay Lobster Co. Restaurant May 2003 - September 2007
Skills
Banking, Credit, Microsoft Excel, Customer Service, Retail Banking, Marketing, Management, Investments, Financial Analysis, Retail, Public Relations, Finance, Leadership, Loans, Business Development, Credit Analysis
Education
University of Maine 2002 — 2006
B.S., Business Administration, Concentration Marketing
First Republic Bank April 2006 - Present
First Republic Inv. Mgt. 2006 - Present
US Trust Company 1997 - 2006
Wells Fargo 1988 - 1997
Skills
Portfolio Management, Wealth Management, Investments, Banking, Alternative Investments, Asset Management, Equities, Private Banking, Fixed Income, Credit, Asset Allocation, Loans
Education
University of Portland 1978 — 1980
Bachelor of Arts (B.A.)
SHS 1973 — 1976
High School Diploma
University of Notre Dame
PMZ Real Estate July 2015 - Present
City of Stockton June 2014 - Present
WORKTERRA January 2014 - May 2014
WORKTERRA January 2013 - December 2013
First Republic Bank November 2009 - February 2011
Wells Fargo Bank August 2006 - November 2009
Starbucks 2003 - August 2006
Private OB/Gyn Practitioner June 2003 - August 2003
Skills
Microsoft Excel, Customer Service, Sales Management, Marketing, Microsoft Word, Outlook, Retail Banking, Marketing Research, Product Marketing, Marketing Communications, CRM, Creative Writing, Blogging, Managerial Finance, PowerPoint, Mac OS X, Spreadsheets, Human Resources, Benefits Management, EOI, Benefits Administration, Benefits Analysis, Project Management, custo, Superior Client Service
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Francisco State University 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
James Logan High School 2001 — 2005
High School Diploma
New Dynamic Institute July 2015 - September 2015
Telegraph Hill Neighborhood Center June 2014 - August 2014
San Francisco Juniors Volleyball Club 2011 - August 2014
Pita Pit October 2013 - December 2013
First Republic Bank June 2012 - September 2012
Skills
Fluent in Cantonese, PowerPoint, Microsoft Excel, Research, Understanding of PC and...
Education
University of California, Santa Barbara 2012 — 2016
Communications Major, Asian American Minor, & Technology Management Program (TMP), Mass Communication/Media Studies
Lowell High School 2008 — 2012
First Republic Bank December 2014 - Present
First Republic Bank March 2013 - December 2014
Ernst & Young June 2005 - March 2013
Skills
Auditing, External Audit, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, US GAAP, GAAP, Financial Reporting, Banking, Financial Analysis, Due Diligence, Financial Audits, Risk Management
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's degree, Accounting and Finance
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's of Science, Economics
Wells Fargo December 2014 - Present
First Republic Bank October 2012 - September 2014
Citi August 2010 - September 2012
GUESS?, Inc. February 2009 - July 2010
Shutterfly Inc. February 2008 - March 2009
Skills
Mobile Devices, Mobile Testing, SQL, Java, C, Cross-browser..., HP Quality Center, ClearQuest, SOAP, Functional Testing, Regression Testing, UAT Coordination, Test Planning, Test Cases, HP QTP, Groovy, End-to-end Testing, LoadRunner, Agile Methodologies, SDLC, STLC, Android, iOS, xml, XML Databases, Toad, WSDL, XSD, JIRA, Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft SQL Server, RUP, Agile & Waterfall..., Windows XP, Windows 8, Developer Tools, Unix, Linux, Bugzilla, Integration Testing, Smoke Testing, User Acceptance Testing
Education
University of Madras 2001 — 2003
Master of Computer Applications (MCA), Computer Science
University of Madras 1998 — 2001
Bachelor of Commerce (B.Com.), Accounting and Computer Science
First Republic Bank September 2015 - Present
YapStone October 2013 - September 2015
Skills
Project Management, Project Planning, Advertising, Analysis, Business Development, Business Planning, Business Analysis, Team Building, Marketing Communications, Leadership Development, Organizational..., Microsoft Excel, English, Event Management, E-commerce, Cross-functional Team..., Hospitality, Process Improvement, Integration, Continuous Improvement, Business Process..., Business Intelligence, Knowledge Management, Key Performance..., Key Account Management, Leadership, Team Leadership, Microsoft Office, Marketing, Marketing Strategy, Social Media, Microsoft Word, Management, Networking, Operations Management, Online Marketing, Online Advertising, Strategic Planning, PowerPoint, Public Speaking, Quality Management, Market Research, Strategy, Business Strategy, Team Management, Writing
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
First Republic Bank May 2015 - Present
Bank of America July 2009 - May 2015
Skills
Mandarin, Cantonese, Banking, Customer Service, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Team Building, Outlook, Coaching, Teamwork, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Risk Management, Credit, Auditing, Finance, Data Analysis, QuickBooks
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA), Finance and Human Resource Management
Meiji Gakuin University 2008 — 2008
Global Studies Program in Japan
University of California, Santa Cruz 2005 — 2008
Bachelor of Art, Business Managerial Economics with Accounting Emphasis
First Republic Bank June 2015 - Present
Oregon Business Consulting Group January 2014 - June 2015
University of Oregon Investment Group September 2013 - June 2015
Pacific Ridge Capital Partners, LLC June 2014 - September 2014
Daimler Western Star Trucks June 2012 - September 2012
AJ Square Inc July 2011 - August 2011
Skills
Financial Analysis, FactSet, Derivatives, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Quantitative Finance
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Business Administration (Finance Concentration)
First Republic Bank May 2013 - Present
Raptor Capital Management April 2012 - April 2013
Regan Communications June 2011 - April 2012
Skills
Management, Social Media, Social Media Marketing, Email Marketing, Project Management, Leadership, Marketing Communications, Cold Calling, Press Releases, Microsoft Office, Customer Service, Public Relations, Strategic Planning, Internal Communications, Social Networking, Time Management, Event Planning, Sales, Editing, Microsoft Word, Marketing, Event Management, Strategic Communications, Facebook
Education
University of Hartford 2004 — 2008
Bachelor of Fine Arts (BFA), Ballet
Notre Dame High School 2000 — 2004
College Prep
Wells Fargo January 2015 - Present
First Republic Bank February 2013 - July 2014
Bank of America October 2012 - February 2013
Bank of America February 2011 - October 2012
Hilton Worldwide September 2009 - August 2010
UC Santa Cruz 2009 - 2010
Napa River Inn May 2006 - August 2008
Skills
Microsoft Office, Data Entry, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Facebook, Community Outreach, Team Building, Office Administration, Office Management, English, Editing, Inventory Management, Banking, Public Relations, Budgets, Retail, Social Networking, Financial Analysis, Sales, Customer Satisfaction, CRM, Risk Management, Coaching, Public Speaking, Social Media, Management, Time Management, Research, Social Media Marketing, Finance, Teamwork, Loans, Relationship Management, Mortgage Lending, Financial Services, Marketing, Credit
Education
University of California, Santa Cruz 2008 — 2012
BA, Psychology
University of Cambridge 2011 — 2011
Study Abroad Program, Psychology
Fiserv September 2011 - Present
First Republic Bank October 2010 - September 2011
Information Access Systems March 2007 - October 2010
Fiserv September 2002 - March 2007
Hyland Software June 2001 - September 2002
Skills
C#, .NET, SQL, Solution Design, Integration, HTML/XML, HTML, XML, Software Development, Databases, Document Management, Enterprise Content..., Solution Architecture, Business Analysis, Business Process, Enterprise Software, Microsoft SQL Server, OnBase, Requirements Analysis, Software Documentation, VBScript, Document Imaging, Requirements Gathering, Agile Methodologies, Crystal Reports, Professional Services, Business Requirements, Consulting, Visio, Systems Analysis, Process Improvement
Education
University of Phoenix 2004 — 2006
AA, General Studies
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
Summit Wealth Management Group, Inc. September 2014 - Present
U.S. Bank February 2013 - September 2014
First Republic Bank January 2012 - November 2012
Bank of America 2010 - 2012
Bank of America May 2010 - August 2010
Banana Republic September 2009 - May 2010
Skills
Cross Selling, Retail Banking, Commercial Banking, Credit, Banking, Consumer Lending, Mortgage Lending, Credit Cards, Loans, Deposits, Relationship Management, Customer Experience, Communication, Community Outreach, Problem Solving, Microsoft Office, Small Business, Leadership
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (BA), History of Art and Architecture
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, History of Art and Architecture
Israel Discount Bank October 2014 - Present
First Republic Bank July 2012 - October 2014
Israel Discount Bank May 2000 - June 2012
Skills
Asset Based Lending, Asset Management, Commercial Lending, Banking, Investments, Loans, Portfolio Management, Credit, Real Estate Economics, Due Diligence, Capital Markets, Valuation, Credit Analysis, Investment Banking, Structured Finance, Commercial Banking, Real Estate Financing, Financial Modeling, Credit Risk, Finance, Commercial Mortgages, Funding, Loan Origination
Education
University of Colorado at Boulder 1993 — 1998
Bachelor of Science (BS), Accounting
University High School
First Republic Bank August 2015 - Present
New York Life Insurance Company May 2015 - August 2015
Bank of America February 2012 - December 2014
Bank of America November 2010 - February 2012
Aeropostale July 2010 - October 2010
Abercrombie & Fitch January 2010 - June 2010
Skills
Sales, Life Insurance, Retirement Planning, IRAs, Marketing, Roth IRA, Financial Planning, Business Planning, Fixed Annuities, Inventory Management, Foreclosures, Mortgage Banking, Management, Customer Service, Loss Prevention, Retail, Loans, Customer Satisfaction, Banking, Time Management, Outlook, Microsoft Excel, Data Entry, Leadership, Mortgage Lending, Collections, Loss Mitigation, Loan Modifications, Short Sales, Deed in Lieu, Human Resources, Operations Management, Quality Assurance, Employee Training, Training, Recruiting, Mortgage Servicing, Loan Servicing, Asset Protection, Buy-sell Agreements, Employee Benefits
Education
University of Houston 2004 — 2008
Bachelor's Degree, Business Administration and Management, General, 3.09
University of Houston 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Republic Bank March 2015 - Present
Wells Fargo June 2013 - March 2015
Heald College July 2012 - March 2013
Consumer Credit Counseling Service of San Francisco January 2011 - July 2012
Skills
Loans, Customer Service, Microsoft Office, Budgeting, Google Voice, Accurint, Budgets, PowerPoint, Social Media, Microsoft Word, Real Estate, Microsoft Excel, Credit, Access, Nonprofits, Data Analysis, Leadership, Fundraising, Outlook, Research, Marketing, Program Management, Community Outreach
Education
University of California, Santa Cruz 2006 — 2010
BA; Degree, Sociology
Terra Nova High School 2002 — 2006
High School Diploma
First Republic Bank July 2011 - Present
Wells Fargo Private Mortgage Banking June 2004 - July 2011
Builder1440 January 2001 - June 2004
Visa 1997 - 1999
Visa 1997 - 1999
Coppers and Lybrand 1992 - 1994
Skills
CPA (inactive), Credit, Commercial Lending, Loans, Financial Analysis, Banking
Education
University of San Francisco 1987 — 1991
Bachelor's degree, Business - Accounting
Oxford University 1989 — 1990
Technology Credit Union August 2015 - Present
First Republic Bank February 2013 - July 2015
Technology Credit Union July 2006 - January 2013
Zipzoomfly September 2004 - July 2006
Lowe's Home Improvement March 2003 - September 2004
Skills
Notary Public, Loans, Customer Service, Credit, Banking, PowerPoint, Team Leadership, Consumer Lending, Customer Satisfaction, Sales, Call Center, Mortgage Lending, Retail Banking, Cross Selling, Outlook, Financial Services, Credit Analysis, Customer Retention, Microsoft Excel, Call Centers, Leadership, Coaching, Auditing, Cash Management, Small Business Lending, Commercial Banking, Commercial Lending, Insurance, Management, Relationship Management, Branch Management, Credit Unions, Financial Analysis, Loss Mitigation, Portfolio Management, Business Development, Customer Experience, Underwriting, Risk Management, Team Building, Credit Cards, Deposits, Executive Management, Finance, Loan Origination, Mortgage Underwriting, Vendor Management
Education
University of Phoenix 2015 — 2017
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Phoenix 2011 — 2013
BS Management, Management, 3.45
Mission College 2006 — 2013
Communication
First Republic Bank August 2015 - Present
MyShortSale.com August 2013 - August 2014
FORTIS INVESTMENT GROUP August 2013 - August 2014
GR8 Group July 2012 - August 2012
First Republic Bank June 2012 - July 2012
First Republic Bank June 2011 - July 2011
Convent of the Sacred Heart Summer School July 2006 - August 2009
Skills
Editing, Research, Management, Human Resources, Sports, Public Speaking, Data Analysis, Social Networking, Interviews, Time Management, Community Outreach, Critical Thinking, Event Management, Project Management, Strategic Planning, Social Media, Teamwork, Leadership, Microsoft Office
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Business Management
The Stevenson School 2004 — 2008
First Republic Bank November 2012 - Present
Delta Settlements April 2012 - July 2012
UNF Osprey Financial Group August 2011 - April 2012
UNF Finance and Investment Society April 2011 - April 2012
T-Mobile August 2006 - February 2012
Education
University of North Florida 2010 — 2012
Bachelor of Business Administration (BBA), Finance, 3.7
Florida State College 2008 — 2010
AA
First Republic Bank August 2013 - Present
First Republic Bank September 2012 - August 2013
LaCrosse Footwear Incorporated May 2011 - August 2011
The First Tee of Portland February 2007 - December 2007
Skills
Sales, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Teamwork, Public Speaking, Marketing, Facebook, Social Networking, Event Planning, Data Analysis, Golf, Banking, SQL, Supply Chain Management, Microsoft Word, Social Media, Research, Social Media Marketing, Project Management, Strategic Planning, Sports, Access, Analysis, Time Management, Forecasting, Outlook, Credit
Education
University of Portland 2008 — 2012
Operations and Technical Managment/Finance, Business
Jesuit High School 2004 — 2008
Northwestern Mutual July 2011 - February 2013
First Republic Bank September 2009 - June 2010
Wells Fargo Bank August 2008 - September 2009
Skills
Investments, Mortgage Lending, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., Series 6, Licensed Life Insurance..., Disability Insurance, Long Term Care Insurance, Risk Management, Group Benefit Plans, Key Person Insurance, Loans, Retirement, IRAs, Securities, 401k, Fixed Annuities, Investment Strategies, 401k Rollovers, Roth IRA, Life Insurance, Insurance, Investment Advisory, Estate Planning, Employee Benefits, Health Insurance, Residential Mortgages, Term Life Insurance, Financial Services, Underwriting, Finance
Education
University of Massachusetts, Amherst 1995 — 1999
Theta Chi Fraternity May 2015 - Present
Remi (App) May 2014 - Present
First Republic Bank May 2015 - June 2015
Wells Fargo-West Palm Beach May 2013 - May 2013
Skills
Chinese, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Research, Customer Service, Management, Time Management
Education
University of Richmond 2013 — 2017
University of Richmond 2013 — 2017
PPEL (Philosophy, Political Science, Economics, Pre-Law)
The Benjamim School 2009 — 2013
9-12
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
NetApp February 2013 - Present
US Bank May 2011 - September 2012
First Republic Bank September 2010 - April 2011
Wells Fargo May 2010 - September 2010
IBM January 2001 - May 2010
Shriners Hospitals for Children June 1999 - January 2001
Skills
SDLC, Software Quality..., Test Planning, Quality Center, Testing, Quality Assurance, System Testing, Business Analysis, Agile Methodologies, Test Automation, Defect Tracking, Requirements Analysis, Software Project..., Project Management, Leadership, Agile Project Management, Scrum, Business Intelligence, User Acceptance Testing, SQL, Integration, Test Cases, Software Documentation, Enterprise Software, Unix, Process Improvement, Requirements Gathering, Telecommunications, Test Management, Management, Performance Testing, Cross-functional Team..., Web Applications, XML, Team Leadership, Regression Testing, Analysis, Troubleshooting, Software Development, Visio, Microsoft SQL Server, PMP, Data Center, SharePoint, Databases, Vendor Management, Waterfall
Education
University of Hawaii at Manoa 1995 — 1999
BBA, Management Information Systems (MIS)
Emory University Goizueta Business School November 2012 - Present
Speakeasy Media June 2008 - Present
Strayer University January 2009 - March 2010
First Republic Bank March 2006 - December 2008
Gelato Paradiso May 2005 - November 2005
Indianapolis Indians December 2003 - August 2004
University of Notre Dame January 2002 - May 2003
Stedman Computer Systems June 2001 - August 2002
Skills
Facebook, Content Strategy, Social Media Marketing, Twitter, Google Analytics, Google Webmaster Tools, Marketing Strategy, Online Marketing, Online Advertising, Online Communications, Social Marketing, Social Networking Sites, Optimization, Web Analytics, Social Media, Email Marketing, Strategy Development, Strategic Communications, Content Development, Web Content Management, Customer Engagement, Community Engagement, Metrics Analysis, Writing, Web Content, Google+
Education
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.), English, Computer Applications, cum laude
JPMorgan Chase & Co. September 2014 - March 2015
Wells Fargo Wholesale Banking HR June 2014 - July 2014
Autodesk August 2013 - March 2014
Wells Fargo - Digital Services Group January 2012 - July 2013
EJ Gallo Winery November 2011 - December 2011
Tioga Energy March 2011 - September 2011
Direct Partners/BlackRock Inc. June 2010 - October 2010
Wells Fargo - Enterprise Hosting Services February 2010 - June 2010
First Republic Bank June 2009 - November 2009
Wells Fargo Regional Banking Compliance Risk Management April 2008 - July 2008
Skills
SSRS, Microsoft SQL Server, XML, Databases, Data Warehousing, C#, ASP.NET, VB.NET, Software Development, SDLC, Requirements Analysis, ASP, Oracle, Visual Studio, Visual Basic, XSLT, Access, Integration, Web Services, SQL, JavaScript, Business Intelligence, Enterprise Architecture, Data Analysis, Agile Methodologies, Java, Testing, Software Project..., .NET, VBA, ADO.NET, Microsoft Office..., Architectures
Education
University of Massachusetts, Amherst 1969 — 1971
BA, History
EverBank August 2013 - July 2014
Boston Private Bank February 2010 - August 2013
Opes Advisors November 2005 - February 2010
First Horizon Home Loans 2000 - November 2005
First Republic Bank 1993 - 2000
Chase PFS 1990 - 1993
Skills
Public Speaking, Credit, Mortgage Lending, Loans, Refinance, Real Estate, Event Planning, Residential Mortgages, Loan Origination, Construction Loans, Credit Risk, Finance, Management, Investment Properties, Financial Analysis, Risk Management, Sales, Investments, Strategic Planning
Education
University of Massachusetts, Amherst
BA
First Republic Bank March 2008 - Present
Skills
Wealth Management, Loans, Commercial Banking, Commercial Lending, Credit, Investment Properties, Marketing, Financial Services, Credit Analysis, Real Estate Economics, Refinance, Small Business Lending, Banking, Commercial Real Estate, Management, Private Banking, Mortgage Lending, Investments, Portfolio Management, Financial Analysis
Education
University of Colorado at Boulder 1999 — 2003
Business Management
Marin Catholic High School 1995 — 1999
First Republic Bank June 2014 - Present
Schwartzapfel Lawyers PC November 2012 - April 2013
New York State Office of Parks, Recreation and Historic Preservation June 2012 - August 2012
Center for Drug and Alcohol Studies February 2010 - May 2012
Ocean Bay Park Market June 2006 - August 2011
Nicky's On The Bay June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, PowerPoint, Environmental Awareness, Sustainability, Screening Resumes, Hiring Employees, Appointment Scheduling
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.), Environmental Studies
First Republic Bank November 2011 - May 2015
MCKESSON CORPORATION January 1999 - May 2010
Providian Financial 1998 - 1999
Franklin Bank 1992 - 1998
Education
University of Maryland University College 2013 — 2014
Master of Business Administration (M.B.A.)
University of Maryland University College 2011 — 2013
Master of Science (M.S.), Information Technology - Information Assurance (MSIT-IA)
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Information Technology – Information Security Systems (BSIT/ISS)
University of Phoenix 2007 — 2008
Associate of Science (A.S.), Information Technology – Networking (AAIT/N)
First Republic Bank August 2015 - Present
Wells Fargo & Company January 2013 - August 2015
Nationstar Mortgage March 2012 - October 2012
Network Promotions and Events, LLC August 2008 - December 2011
University Hillel August 2008 - December 2011
Thinking Forward December 2010 - January 2011
Skills
PowerPoint, Social Networking, Microsoft Excel, Photoshop, Microsoft Word, Microsoft Office, Advertising, Leadership, Account Management, Customer Service, Sales, Time Management, Social Media, Marketing
Education
University of Oklahoma 2007 — 2011
Bachelor of Arts (B.A.), Journalism and Mass Communication emphasis in Advertising
McKesson February 2014 - Present
First Republic Bank September 2011 - February 2014
CA Technologies March 2011 - August 2011
Blue Shield April 2010 - March 2011
University of San Francisco MBA Alumni Society June 2007 - June 2010
Autodesk August 2009 - April 2010
Bio-Rad Laboratories April 2008 - March 2009
Bio-Rad Laboratories October 2006 - January 2008
University of San Francisco May 2006 - December 2006
Fiserv September 2002 - April 2006
Skills
Business Analysis, Project Management, Process Engineering, Requirements Gathering, Leadership, SDLC, Process Improvement, Team Leadership, Business Strategy, Analytics, Software Development, Cloud Computing, Management, Business Process..., Software Documentation, IT Strategy, Data Analysis, Vendor Management, CRM, Cross-functional Team..., Business Intelligence, Program Management, Product Management, Integration, Customer Service, PMP, Visio, Change Management, Risk Management, Analysis, Strategy, Strategic Planning, Software Project..., Project Planning, ITIL, Business Process, Project Portfolio..., IT Management, PMO, SharePoint, Quality Assurance
Education
University of San Francisco 2004 — 2007
Master of Business Administration (M.B.A.)
University of Phoenix 2001 — 2003
Bachelor's Degree
First Republic Bank September 2015 - Present
Levi Strauss & Co. October 2000 - August 2015
Levi Strauss & Co. August 1999 - October 2000
Mellon Capital Management April 1997 - August 1999
Knauer Consulting 1995 - 1997
Skills
Windows Server, Disaster Recovery, VMware, Virtualization, Infrastructure, SCCM, Group Policy, Vendor Management, Active Directory, Data Center, Technical Support, System Administration, Hardware, IT Management, Networking, Servers, Software Documentation, Microsoft Technologies, Security, Cisco Technologies, Integration, SAN, Project Management, IT Strategy, ITIL, System Deployment, SharePoint, Operating Systems, Storage, VMware ESX, Enterprise Architecture, IT Operations, IT Service Management, Microsoft Exchange, Cloud Computing, VMware Infrastructure, Help Desk Support, Citrix, Windows 7, vSphere, DNS, HP, High Availability, Storage Area Networks, VPN, NetApp, Incident Management, VMware View, VMware vCenter
Education
University of Hawaii - College of Business Administration
BBA
BioMarin Pharmaceutical Inc. April 2010 - Present
Design Within Reach March 2008 - April 2010
Novacea July 2007 - March 2008
First Republic Bank October 2000 - September 2006
First Republic Bank October 2000 - June 2002
City and County of San Francisco January 2000 - October 2000
Applied Digital Solutions September 1995 - October 2000
Skills
Vendor Management, Network Architecture, Disaster Recovery, Project Management, Sales Process, GLBA, Liaison, Engineering Management, Data Center, Active Directory, Windows Server, Security, Integration, IT Strategy, SDLC, Visio, Business Analysis, Program Management, Cross-functional Team..., Process Improvement, Business Intelligence, Project Portfolio..., MS Project, Management, Leadership, Software Documentation, System Administration, CRM, Enterprise Software, Strategy, Networking, Microsoft Exchange, Citrix, Technical Support, Information Technology, Infrastructure, Testing, IT Management, SharePoint, Enterprise Architecture, Software Installation, Cloud Computing, Training, Hardware, Windows, Consulting, Servers, Information Security, SaaS
Education
University of Nevada-Reno 1992 — 1996
Ria Financial September 2015 - Present
Western Union October 2014 - September 2015
Western Union January 2013 - October 2014
Western Union March 2012 - January 2013
Western Union June 2009 - March 2012
Western Union April 2008 - June 2009
Western Union March 2007 - March 2008
First Republic Bank March 2006 - March 2007
Skills
Microsoft SQL Server, Tableau, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Process Improvement, SQL, Data Warehousing, Management, Access, Business Analysis, Statistics, AML, Risk Management, Financial Analysis
Education
University of Denver - Daniels College of Business 2008 — 2009
Masters, Business Intelligence
University of Denver 2000 — 2004
Bachelor of Science (BS), Business Statistics
Flintridge Preperatory School 1996 — 2000
First Republic Bank 1995 - 2000
Wells Fargo Institutional Trust Company 1990 - 1995
Wells Fargo 1987 - 1990
KPMG 1980 - 1987
Education
University of Northern Iowa 1976 — 1980
Bachelor of Arts, Accounting
First Republic Bank July 2013 - Present
ECHO Technology Solutions December 2005 - June 2013
Convergent Computing 2000 - December 2005
MedChannel/Accordus 2000 - 2001
Nextera 1997 - 2000
PC Etcetera September 1994 - February 1998
Skills
Active Directory, Group Policy, Disaster Recovery, Aloha, Microsoft Exchange, Windows Server, Technical Writing, Business Continuity, Sonicwall, Cisco ASA, VMware, Hyper-V, DNS, Cisco Routers, Migration Projects, Cloud Computing, Anti-spam, Firewalls, Security, OS X, Data Center, VMware ESX, Networking, Servers, Troubleshooting, Virtualization, Windows, Operating Systems, Microsoft SQL Server, ASA, Technical Support
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), History
First Republic Bank August 2014 - Present
Enterprise Identity & Access - Cisco Systems December 2008 - July 2014
Cisco Systems April 2007 - December 2008
Cisco Systems July 2006 - April 2007
Cisco Systems September 2004 - July 2006
Cisco Systems May 2003 - September 2004
Cisco Systems October 2001 - May 2003
Cisco Systems July 2000 - October 2001
AT&T September 1997 - July 2000
AT&T April 1996 - September 1997
Skills
Oracle, Security, Business Intelligence, Information Security, Cross-functional Team..., Enterprise Architecture, Requirements Analysis, Integration, Cloud Computing, Training, Business Process, Enterprise Software, Testing, Project Management
Education
University of Phoenix
First Republic Bank January 2012 - Present
JP Morgan Chase September 2009 - December 2011
Citibank March 2009 - September 2009
San Francisco Giants May 2008 - January 2009
Bank of America 1999 - 2005
Skills
Customer Service, Loans, Banking, Retail Banking
Education
University of San Francisco 2007 — 2009
Master of Science, Sport Management
University of Nevada-Las Vegas 2003 — 2005
Bachelor of Science, Business Adminstration
First Republic Bank May 2015 - Present
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Fund Of Funds
Education
University of California, Santa Cruz
BA, Business Management Economics, Literature Minor
First Republic Bank January 2014 - Present
First Republic Bank October 2011 - December 2013
Capital Group January 2003 - September 2011
Broadbay Networks February 2000 - May 2002
Accenture June 1999 - February 2000
Education
University of Richmond 1992 — 1996
•Bachelor of Arts in Leadership Studies, Minor in Business Administration, Jepson School of Leadership
University of Pennsylvania - The Wharton School
Executive Development Program
Randstad Technologies US January 2012 - Present
First Republic Bank November 2010 - December 2011
SVB Securities January 2002 - October 2010
SVB Securities January 2002 - October 2010
Montgomery Asset Management, LLC May 1997 - September 2001
Wells Fargo Bank May 1994 - April 1997
Charles Schwab June 1982 - April 1994
Skills
Fixed Income, Finance, Portfolio Management, Risk Management, Financial Services, Investments, Banking, Management, Financial Modeling, Asset Managment, Financial Analysis, Business Analysis, Asset Management, Equities, Business Process, Project Management, Vendor Management, Process Improvement, Wealth Management, Business Strategy, Securities, Relationship Management, Capital Markets, Due Diligence, Credit
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science, Business Administration
First Republic Bank January 2014 - Present
First Republic Bank February 2008 - Present
GreenPoint Mortgage 1999 - February 2008
GreenPoint Mortgage (Capital One) 1999 - February 2008
Triplex Direct Marketing Corporation 1994 - 1999
Skills
BMC Remedy, ITIL, Enterprise Software, Disaster Recovery, Software Documentation, Help Desk Support, Vendor Management, SDLC, Project Management, Visio, Troubleshooting, IT Service Management, Databases, Management, SharePoint, IT Management, Active Directory, System Deployment, Data Center, System Administration, Windows Server, Technical Support, Requirements Analysis, Integration, Servers, Business Analysis, Security, Microsoft SQL Server, Service Desk, VMware, Windows XP, Operating Systems, IT Strategy, Virtualization, Solution Architecture, Windows 7, SQL, Testing, Windows, Requirements Gathering, Service Management, Process Improvement, Business Process, Software Development, ITIL Certified, Change Management, Information Security
Education
University of California, Santa Cruz 1990 — 1994
Bachelor of Arts (BA), Psychology
First Republic Bank April 2012 - Present
American AgCredit February 2011 - April 2012
Blue Shield of California 2008 - March 2011
Barclays Global Investors 1998 - 2008
Skills
Credit, Risk Management, Financial Analysis, Financial Modeling, Investments, Capital Markets, Loans, Rating Agency Relations, Dividend Policy, Treasurers, Liquidity Analysis, Commercial Real Estate, Commercial Lending
Education
University of Denver
BA
Vanderbilt University
MA, Economics
First Republic Bank September 2014 - Present
First Republic Bank November 2005 - Present
Bank of America 2004 - 2005
Bank of America April 1995 - 2004
Skills
Commercial Banking, Loans, Commercial Lending, Credit, Small Business Lending, Investments, Credit Analysis, Consumer Lending, Retail Banking, Cross Selling, Cash Management, Customer Service, Deposits, Finance, Commercial Mortgages, Portfolio Management, Loan Origination, Financial Analysis
Education
University of Phoenix 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Psychology
First Republic Bank March 2015 - Present
Primitive Logic September 2011 - March 2015
Wells Fargo July 2009 - September 2011
Sogeti USA LLC July 2009 - September 2010
US Airways August 2007 - July 2009
PMI Phoenix Chapter October 2007 - November 2008
Hewlett-Packard November 1998 - August 2007
Icon Consultants/iSolutions 2004 - 2007
Skills
PMP, Configuration Management, PMO, Business Process Design, Business Intelligence, Team Leadership, Program Management, Information Technology, Software Project..., Emerging Technologies, Requirements Analysis, SDLC, IT Strategy, Business Analysis, Project Management, Analysis, Testing, Management, Visio, Software Development, SharePoint, MS Project, Release Management, Data Warehousing, Cross-functional Team..., Leadership
Education
University of Houston 1998 — 2002
Bachelor of Science, Information Systems Technology
First Republic Bank January 2012 - Present
First Republic Bank April 2009 - December 2011
Wachovia/World Savings 2005 - 2008
World Savings 2003 - 2004
World Savings 2002 - 2003
World Savings 1993 - 2002
Citibank 1989 - 1993
Citibank 1987 - 1989
Citibank 1986 - 1987
World Savings 1985 - 1986
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Psychology
First Republic Bank 2010 - Present
Residential Mortgage Services May 2007 - August 2010
Maine Mortgage Group May 2005 - May 2007
Education
University of Maine 2000 — 2004
Economics
First Republic Bank April 2008 - Present
Education
University of Notre Dame 1987 — 2001
First Republic Bank September 2015 - Present
Bank of the West January 2014 - September 2015
Bank of the West August 2009 - January 2014
Irwin Home Equity April 2003 - August 2009
Irwin Home Equity June 1998 - March 2003
Skills
Progress 4GL, SDLC, Vendor Management, Visio, Business Analysis, Disaster Recovery, Data Warehousing, C#, SQL, Management, Project Management, Testing, Oracle, Access, XML, Visual Basic, Databases, Process Improvement, Analysis
Education
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.)
Fannie Mae July 2001 - Present
First Republic Bank April 2000 - July 2001
Merrill Lynch September 1993 - March 2000
Skills
Capital Markets, Structured Finance, Credit, Mortgage Banking, Cross-functional Team..., Strategic Thinking, Leadership, Loans, Secondary Market, Market Pricing, Investor Relations, Bid Strategy, Driving Results, Fixed Income, Financial Services, Residential Mortgages, Bonds, Financial Analysis, Financial Risk
Education
University of Maryland College Park 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1988 — 1990
Bachelor of Arts (B.A.), Economics / History
First Republic Bank November 2010 - Present
HomEq Servicing March 2005 - October 2010
Barclays Capital March 2005 - October 2010
GMAC Mortgage 2001 - 2005
Home Savings of America 1984 - 1999
Education
The University of Connecticut 1973 — 1977
Bachelor's degree, Business
Discovia April 2014 - Present
First Republic Bank November 2012 - March 2014
Bingham McCutchen November 2010 - November 2012
Bingham McCutchen June 2009 - November 2010
Littler Mendelson March 2008 - June 2009
Townsend and Townsend and Crew LLP 1999 - 2008
Graham & James LLP December 1991 - September 1999
Skills
Microsoft SQL Server, .NET, SQL, Databases, IIS, ASP.NET, VBScript, C#, Database Administration, Software Documentation, Windows 7, jQuery, Citrix, Visual Studio, Integration, Scrum, Web Applications, HTML, Requirements Analysis
Education
University of California, Santa Cruz 1988 — 1991
BA, Language Studies
First Republic Bank March 2015 - Present
Bank of America June 2009 - July 2014
Bank of America September 2008 - May 2009
Countrywide January 2008 - August 2008
Countrywide Securities Corporation February 2005 - November 2007
RampRate August 2002 - February 2005
Pacific West Management (now Hager Pacific Properties) August 1999 - March 2001
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Contract Finance, Operations, Contract Management, Due Diligence, Credit Risk, Finance, Financial Risk, Underwriting, Mergers & Acquisitions, Portfolio Management, Management, Strategy, Risk Management, Banking
Education
University of Toledo College of Law
Juris Doctor (J.D.)
University of Dayton
Bachelor's Degree, Political Science
Wells Fargo Securities May 2015 - Present
Amherst Pierpont Securities March 2012 - May 2015
RBS Securities Inc. November 2009 - March 2012
Eldorado Trading LLC December 2008 - November 2009
Barclays Capital July 2007 - October 2008
First Republic Bank May 2006 - September 2006
Nick Howard Futures May 2005 - September 2005
The Michigan Daily April 2004 - April 2005
Skills
Fixed Income, Series 7, Derivatives, Bloomberg, Institutional, Debt, Excel, Trading, Investments, Commodities, Bonds, Swaps, Options, Funding, Word, Series 3, Series 63, Reuters, VBA, Italian, Rates, Securities, Economics, Capital Markets, Alternative Investments, Credit, Technical Analysis, Futures
Education
University of Michigan 2003 — 2007
BA, Economics
Square 1 Bank March 2013 - Present
First Republic Bank June 2011 - March 2013
US Bank May 2010 - June 2011
Mission Equities Real Estate, Inc. November 2008 - May 2010
Independent Contractor March 2000 - October 2008
Heller Financial - Real Estate Finance April 1997 - March 2000
Kensington Realty Advisors November 1995 - April 1997
American United Life June 1993 - June 1994
Prudential Financial - Mortgage Capital Company July 1989 - May 1993
Skills
Loans
Education
The University of Chicago 1987 — 1989
MBA, Finance
University of Michigan 1981 — 1985
BA, Economics
Biocom seminar
Biocom seminar
First Republic Bank September 2011 - Present
Deutsche Bank March 2010 - September 2011
JP Morgan Chase October 2006 - March 2010
Cypress Associates July 2006 - September 2006
Skills
Banking, CRM, Commercial Lending, Equities, Finance, Financial Structuring, Fixed Income, Loans, Mergers, Private Banking, Relationship Management, Securities, Investment Banking, Bloomberg, Capital Markets, Derivatives, Mergers, Management
Education
University of Delaware 2002 — 2006
Economics
Bank of the West September 2015 - Present
Union Bank February 2013 - Present
Union Bank January 2012 - Present
Wells Fargo Bank August 2009 - January 2012
CLP Foundation 1999 - 2010
Clean Power Finance November 2008 - August 2009
First Republic Bank April 1998 - June 2008
Winthrop Resources 1994 - 1998
LeasePartners 1992 - 1994
Textron Financial 1989 - 1990
Skills
Loans, Funding, Finance, Commercial Lending, Credit, Leadership, Financial Structuring, Portfolio Management, Financial Services, Mergers, Equities, New Business Development, Banking, Mortgage Lending, Risk Management, Commercial Finance, Credit Analysis, Valuation, Awesomeness, Commercial Mortgages, Mergers & Acquisitions, Treasury Management, Small Business Lending
Education
University of Oregon 1979 — 1984
BS, Finance
First Republic Bank October 1999 - Present
Wells Fargo Bank August 1998 - October 1999
Skills
Banking, Internal Controls, Fraud, Operational Risk..., Financial Services, Credit, AML, Certified Fraud Examiner, Retail Banking, Criminal Investigations, Financial Risk, Investigation, Management, Operational Risk, Risk Management, Anti Money Laundering
Education
University of Minnesota-Twin Cities 1994 — 1998
BA, Architecture and Economics
Guidance Software September 2012 - Present
First Republic Bank April 2012 - August 2012
Bank of the West October 2005 - April 2012
UPS Supply Chain Solutions January 2005 - June 2005
Northeast Delta Dental October 2001 - October 2004
Sydran Services June 2000 - June 2001
Skills
Disaster Recovery, Databases, Performance Tuning, Mirroring, Customer Service, Project Management, Windows, Process Improvement, Microsoft Office, Access, Microsoft Excel, Team Building, Change Management, SQL, PowerPoint, Microsoft SQL Server, Leadership, Project Planning, Software Project..., Vendor Management, Public Speaking, Management, Visio, SSIS, Database Administration, System Administration, Software Documentation, SDLC, Requirements Analysis, MS Project, IT Management, Security, Servers, Data Migration, SharePoint, Enterprise Software, High Availability, T-SQL, Database Design, Integration, Data Warehousing, Business Intelligence, SSRS
Education
University of Louisiana at Lafayette 1977 — 1979
none, Education
De La Salle High School 1972 — 1975
None, Education
US Dataworks 2001 - 2005
CFI Proservices, Inc (now part of Harland Financial Solutions) 1995 - 2001
Texas Commerce Bank 1994 - 1995
American Capital 1991 - 1994
First Interstate Bank 1989 - 1991
CFI Proservices 1989 - 1991
Gordon’s Jewelry April 1988 - August 1989
First Republic Bank October 1972 - April 1988
Republic Bank 1972 - 1988
Education
University of Houston
No
First Republic Bank June 2012 - Present
Astera Financial Group September 2011 - June 2012
Veritas Wealth Advisors, LLC March 2008 - September 2011
Wells Fargo 2002 - March 2008
Wells Fargo January 1998 - April 2002
Olde Discount Stockbrokers September 1995 - January 1998
Education
University of California, Santa Cruz 1991 — 1995
BA, Economics
University of California, Santa Cruz 1991 — 1995
BA, History
First Republic Bank August 2015 - Present
First Republic Bank December 2013 - August 2015
Wells Fargo July 2012 - December 2013
University of San Francisco May 2011 - May 2012
Charles Schwab June 2008 - March 2010
Skills
Investments, Finance, Equities, Fixed Income, Options, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate, Market Research, Alternative Investments, Microsoft Excel, Equity Research, Business Strategy, Business Analysis, Data Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, General, Completed
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business, Finance
First Republic Bank January 2012 - Present
First Republic Bank September 2011 - December 2011
Columbia Bank August 2010 - July 2011
Columbia Bank October 2008 - August 2010
North Avenue Presbyterian Church August 2007 - May 2008
Skills
Loan Documentation, Credit Facilities, Underwriting, Commercial Lending, Financial Analysis, Loan Origination, Financial Reporting, Sales, Loans, Credit, Commercial Banking, Finance, Banking, Portfolio Management, Investments, Private Equity, Customer Service, Credit Analysis, Financial Modeling, Leadership
Education
University of Puget Sound 2003 — 2007
BA, Business Administration
City National Bank March 2007 - Present
First Republic Bank January 2006 - February 2007
Wells Fargo Bank September 1991 - January 2006
Skills
Treasury Management, Cash Management, Banking, Commercial Banking, Internet Banking, Retail Banking, Relationship Management, Credit Cards, Financial Services, Risk Management, Electronic Payments, Payments, ACH
Education
University of Phoenix
Business Administration
First Republic Bank 2013 - Present
First Republic Bank 2011 - 2013
Montecito Bank & Trust 2006 - 2008
Skills
Commercial Real Estate, Sales, Private Banking, Financial Analysis, Underwriting, Residential Mortgages, Financial Services, Credit Analysis, Single Family Homes, Real Estate Due..., Real Estate Financing, Commercial Lending
Education
University of California, Santa Barbara
BA
First Republic Bank September 2014 - January 2015
Axis Bank 2007 - 2009
Techlead Software Engineering Pvt. Ltd. April 2006 - May 2006
Skills
DCF, Business Valuation, Banking, Account Reconciliation, Cash Management, Funding, Reporting & Analysis, Customer Service, Financial Analysis, Market Research, Cash Flow, Finance, Valuation, Forecasting, Analysis
Education
MITSOB 2005 — 2007
MBA, Finance
Pune University 2002 — 2005
Bachelor of Science
CFA Institute
CFA level 1 Exam cleared
CFA Institute
CFA level 2 Exam cleared
First Republic Bank June 1997 - August 2002
Skills
Team Building, Budgeting, Staff Management, Staff Training, Staff Development, Hiring, Customer Relations, Banking, Sales Management, Budgets, Customer Service, Research, Recruiting
Education
Oxford University 1988 — 1991
Master's degree, Theology/Theological Studies
eSignal February 1998 - Present
Interactive Data Corporation (eSignal Division) 1998 - Present
The Money Store April 1995 - February 1998
First Republic Bank 1987 - 1992
Skills
SQL, Agile Methodologies, Business Analysis, Market Data, Database Design, VB.NET, Microsoft SQL Server, XML, JavaScript, Software Project..., ERP, Business Intelligence, Oracle, Databases, Project Management, Oracle Applications, SDLC, Management, Enterprise Software
Education
University of Missouri-Columbia
Computer Science
University of Missouri-Saint Louis
Computer Science
First Republic Bank March 2015 - Present
RTGR Law December 2011 - March 2015
Aquabears Viking Club September 2014 - November 2014
Springbrook Swim Club March 2011 - August 2014
Skills
Public Speaking, Microsoft Word, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Community Outreach, Event Planning, Nonprofits, Fundraising, Facebook, Leadership, Customer Service
Education
University of Richmond 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice
Campolindo High School 2002 — 2005
Colorado School of Mines September 2011 - October 2013
First Republic Bank March 2011 - October 2011
Sundance Institute 2009 - March 2011
Tribeca Film Festival March 2010 - May 2010
Sundance Institute October 2009 - February 2010
*** September 2008 - October 2009
Bivouac Outdoor December 2008 - April 2009
Boston University February 2007 - September 2008
College of Idaho August 2003 - May 2006
Berryhill and Company March 2003 - May 2006
Skills
Event Planning, Leadership Development, Program Management, Student Affairs, Higher Education
Education
University of Idaho 2010 — 2011
M.Ed, Education Leadership and Administration
Boston University, Graduate School of Education 2007 — 2008
Higher Education Administration
College of Idaho 1999 — 2003
Bachelor of Arts, Theatre, with a minor in Political Studies
TD June 2013 - March 2014
Whole Foods Market September 2012 - June 2013
First Republic Bank October 2000 - October 2011
Excel Bank 1997 - 1999
Atlantic Bank of New York January 1992 - December 1995
Skills
Fluent Italian, Fluent Spanish, Notary Public, Banking, Excel, PowerPoint, Word, Hiring, Scheduling, FX, Customer Satisfaction, Outlook, Microsoft Excel, Compliance Operations, Microsoft Word, Bank Management, Process Scheduler, Sales&Marketing, Credit, Finance, Private Banking
Education
Academy of St. Aloysius 1980 — 1984
H.S., French, Science
University of Phoenix
Business Administration
First Republic Bank August 2015 - Present
North Island Credit Union December 2013 - August 2015
Regents Bank December 2010 - December 2013
Union Bank June 2004 - October 2010
Skills
Excel, Microsoft Office, PowerPoint, Banking, Customer Service, Social Media, Social Networking, Photoshop, Teamwork, Windows, Customer Satisfaction, Management, Microsoft Excel, Outlook, Real Estate, Sales, Team Building, Commercial Banking
Education
University of Phoenix 2010 — 2012
BA, Bachelor of Science in Communication with a Concentration in Marketing and Sales Communication
University of Colorado Boulder August 2015 - Present
First Republic Bank October 2013 - August 2015
UCSB Family Vacation Center May 2010 - August 2013
Ameriprise Financial Services, Inc. February 2013 - June 2013
Deckers Outdoor Corporation August 2012 - December 2012
New American Funding October 2011 - May 2012
UCSB Facilities and Planning October 2008 - June 2011
UCSB Alumni Association October 2010 - March 2011
UCSB Visitor Center February 2009 - March 2011
UCSB Intercollegiate Athletics October 2008 - March 2009
Education
University of Colorado Boulder 2015 — 2018
Doctor of Law (J.D.)
University of California, Santa Barbara 2007 — 2011
BA, Communication, Exercise and Health Science
Santander Bank, N.A. July 2014 - August 2014
EMD Serono, Inc. May 2013 - August 2013
First Republic Bank July 2012 - January 2013
Greater Media Boston July 2011 - June 2012
ARAMARK April 2011 - September 2011
Blue Cross Blue Shield of Massachusetts 2010 - 2010
Skills
Scala, Java, C++, C, Statistics, Discrete Mathematics, Public Key Cryptography, Data Structures, Microsoft Office, Excel, Word, PowerPoint, Windows, Outlook, Barracuda Spam Firewall, Barracuda Spam Filter, Adobe Premiere, Symantec Backup, RDP, HTML, iMovie, Windows 7, Windows Server, Windows Vista, Windows XP Pro, Active Directory, Visual Studio, POP, McAfee Antivirus
Education
University of Massachusetts, Amherst 2013 — 2016
Bachelor's Degree, Mathematics and Computer Science, Currently 3.43
Wentworth Institute of Technology 2011 — 2013
Computer Science
Boston Latin Academy 2005 — 2011
High School Diploma
First Republic Bank 2008 - 2012
Pernod Ricard USA 2005 - 2006
Skills
Leadership, Coaching, Team Leadership, Fitness Training, Customer Service, Technical Support, Event Planning, Business Analysis, Testing, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Visio
Education
University of Colorado at Denver 1995 — 1999
Bachelor of Arts (B.A.); Minor in Sociology, Psychology, 3.48
Wheat Ridge HS 1991 — 1995
Diploma
Westchester Community College
WITS Certification course for Personal Trainers
American Heart Association/Greenwich EMS
CPR/AED Certification
San Francisco Waldorf School June 2008 - Present
First Republic Bank 2008 - Present
Education
UCSB
Bachelor of Arts (BA), English Language and Literature/Letters
Cate School
Ouachita Parish School Board August 1998 - Present
Louisiana Plastic, Ind 1992 - 1995
First Republic Bank 1984 - 1989
Skills
Curriculum Design, Classroom, Educational Leadership, Classroom Management, Educational Technology, Lesson Planning, Teacher Training, Tutoring, Staff Development
Education
University of Louisiana at Monroe 1995 — 1997
Bachelor of Arts (B.A.), Education
First Republic Bank June 2012 - August 2014
Morgan Stanley January 2007 - June 2011
Self Employed July 2005 - December 2006
Morgan Stanley November 1999 - June 2005
Skills
Series 7, 66, 9 and 10..., Team Building, Customer Service, Finance, Policy, Risk Management, Leadership, Management, Financial Services, Software Documentation, Loans, Accounting, Business Strategy, Auditing, Analysis, Process Improvement, Budgets, Portfolio Management
Education
University of New England (AU)
Bachelor of Rural Science, Agronomy and Crop Science, Honours
First Republic Bank March 2012 - Present
U.S. Bank July 2008 - February 2012
San Diego National Bank January 2006 - July 2008
Skills
Small Business Lending, Commercial Banking, Loans, Consumer Lending, Banking, Retail Banking, Private Banking, Lines Of Credit, Commercial Lending, FHA, Refinance, Due Diligence
Education
University of Redlands 2008 — 2010
Master's degree, Business Administration
University of Illinois at Chicago 2004 — 2007
Bachelor's Degree, Psychology
First Republic Bank 2012 - Present
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (BA), Global & International Studies, 3.75
First Republic Bank June 2012 - Present
Bank of America October 2003 - May 2012
Silicon Valley Bank April 2000 - August 2003
TD January 1997 - April 2000
Education
University of San Francisco 1994 — 1996
Master of Business Administration (MBA), Finance, General
Coro Foundation San Francisco 1987 — 1988
Fellowship Program, Public Policy
University of California, Santa Cruz 1981 — 1987
Bachelor's degree, Politics
Loyola High School 1977 — 1981
General
First Republic Bank July 2012 - Present
Wells Fargo March 2010 - June 2012
Wells Fargo Advisors December 2004 - June 2012
Wells Fargo April 2005 - May 2012
Wells Fargo July 2003 - March 2004
Skills
Business Development, Credit, Finance, Financial Analysis, Loans, Portfolio Management, Retail Banking, Loan Origination, Commercial Banking, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Management, Risk Management
Education
University of Phoenix
Bachelor of Science (BS), Accounting and Business/Management
First Republic Bank October 2012 - Present
Deutsche Bank September 2008 - September 2012
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics