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
Prosper Marketplace April 2015 - Present
First Republic Bank July 2013 - April 2015
MJM Management Group, Inc. September 2011 - July 2013
Ray Morgan Company September 2009 - September 2011
Terri Roberts Appraisals October 2005 - September 2009
Evans Appraisal Service, Inc. August 2001 - November 2005
Skills
Event Planning &..., Administrative Support, Calendaring, Account Management, Real Estate, Able To Multi-task, Microsoft Office, Proactivity, Presentation Development, Data Analysis, Report Writing, Task Management, Self Starter, Self Management, Attention To Detail, Project Management, Project Planning, Event Planning, Coordinating Events, Pivot Tables, Microsoft Excel, Microsoft Word, Schedules, Management, Entrepreneurship, Corporate Communications, Administrative..., Strategic Planning, CRM, Sales, New Business Development, Marketing, Budgets, Outlook, PowerPoint, Marketing Strategy, Process Improvement, Leadership, Public Relations, Event Management, Customer Service, Office Management, Office Administration, Editing, Time Management, Administrative...
Education
Interior Design Institute 2014 — 2015
Interior Design Diploma Course, Interior Design
California State University-Chico 1996 — 2001
Bachelor of Science, Management Information Systems
Butte College 1995 — 1998
Associates, Social Science
Butte College 1995 — 1996
Associates, Business Administration
Parkside Lending September 2015 - Present
Robert Half Management Resources May 2015 - Present
BAL Global February 2013 - April 2015
Littler Mendelson March 2012 - February 2013
Littler Mendelson 2009 - March 2012
First Republic Bank 2008 - 2009
E-Loan 2006 - 2008
American Medical Response 2006 - 2006
Mervyns 2005 - 2006
Providian Financial Corporation (a.k.a. Chase Card Services) 1999 - 2005
Skills
Financial Analysis, Forecasting, Finance, Strategic Financial..., Financial Reporting, Strategy, Analysis, Analytics, Budgets, Project Planning, Management, Capital Budgeting, Cash Flow Forecasting, Financial Modeling, Banking, Accounting, Mergers & Acquisitions, Change Management, Metrics, Management Consulting, Budget Process, Business Planning, Portfolio Management, Managerial Finance, Planning, Financial Planning, Capital Markets, Return on Investment..., Proformas, Essbase, Pricing, Cash Flow, Executive Management, Due Diligence, Business Communications, Intangible Assets, Budget Setting, Quality Control, Corporate Finance, Credit Card Analytics, Personnel Management, Financial Services, Cash Management, Payroll, Variance Analysis, Business Process, Sarbanes-Oxley Act, Human Capital Management, System Implementations, System Administration
Education
California State University-East Bay 2005 — 2005
MBA, Finance, 3.4
California State University-Hayward - School of Business and Economics 2002 — 2004
Bachelor’s Degree, Finance, 3.4
Union Bank October 2009 - Present
Union Bank April 2010 - April 2012
US Bank April 2005 - October 2009
First Republic Bank June 2002 - April 2005
Washington Mutual Bank April 1999 - June 2002
Washington Mutual Bank July 1997 - April 1999
Skills
Banking, Loans, Retail Banking, Branch Management, Small Business Lending, Mortgage Lending, Cross Selling, Credit, Consumer Lending, Portfolio Management, Deposits, Finance, Private Banking, Customer Service, Credit Analysis, Financial Literacy..., Teaching Adults, Teacher Training, Data Collection
Education
CSU Chico
First Republic Bank July 2015 - Present
First Republic Bank March 2014 - June 2015
KPMG Trade & Customs Practice June 2010 - February 2014
U.S. Court of International Trade January 2010 - May 2010
Cypress Law Group PLLC October 2009 - May 2010
Oxford University Press May 2009 - September 2009
Financial Industry Regulatory Authority April 2008 - December 2008
NOVA September 2004 - March 2006
Skills
International Trade Law, Global Trade Management, Import Export, Strategic Planning, Project Management, Legal Writing, Customs Regulations, OFAC, CBP, Export Controls, Customs Valuation, WTO, Corporate Law, International Trade, Due Diligence, FCPA, Import, International Business, International Law, Export, Trade Compliance, Management, Legal Research
Education
Brooklyn Law School
JD, Law
Emerson College
Bachelor of Fine Arts (BFA), Writing, Literature & Publishing
Yelp.com March 2013 - Present
First Republic Bank May 2006 - September 2012
City National Bank 2003 - 2006
Comerica Bank 2000 - 2003
Skills
Reporting & Analytics, Manage Client..., Business Planning, Credit Analyst & Loan..., Income Property Lending..., Financial Modeling, Risk/Quantitative..., Multi-industry/sector..., Yoga, Non-profit Volunteer, Account Management, Key Client Relationships, Sensitivity Analysis, Excel models, Financial Statement..., Technical Recruiting, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Finance, Dean's Honor Roll List
First Republic Bank July 2013 - Present
Mechanics Cooperative Bank 2006 - 2013
Skills
Loans, Banking, Credit, Customer Service, Financial Analysis, Credit Analysis, Commercial Banking, Leadership, Mortgage Lending, Financial Services, Commercial Lending, Event Planning, Portfolio Management
Education
Bridgewater State University 2004 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Apponequet
First Republic Bank September 2015 - Present
First Republic Bank September 2013 - September 2015
Wells Fargo Bank September 2012 - July 2013
RealPage, Inc. December 2011 - August 2012
Wells Fargo Bank March 2010 - December 2011
Inovis Inc. (now OpenText) 2006 - September 2009
Inovis Inc. (now OpenText) 2002 - 2006
Inovis, Inc 2000 - 2002
Harbinger 1997 - 2000
Premenos Corp. 1994 - 1997
Skills
Agile Methodologies, Software Quality..., XML, SDLC, Test Automation, Integration, SaaS, Requirements Analysis, Test Cases, QTP, Test Planning, Quality Assurance, SQL, Cloud Computing, Scrum, Quality Center, Process Improvement, Enterprise Software, Regression Testing, Black Box Testing, JIRA, Automation, Web Testing, Mobile Applications, Hosted Services, Client/server, Integration Testing, EDI, Team Leadership, E-commerce, Test Automation Tools, Web Applications, Web Services, System Testing, Mobile Devices, SOA
Education
Mills College
MA
California State University-Fullerton
B.Mus
Computer Learning Center
Diploma
Sonoma State University
First Republic Bank May 2013 - Present
Umpqua Bank May 2009 - May 2013
F&M Bank February 2006 - May 2009
United States Air Force September 1996 - May 2004
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Financial Structuring, Financial Projection, Financial Analysis, Banking, Cash Flow, Portfolio Management, Small Business Lending
Education
CSU Stanislaus 2007 — 2011
Master of Business Administration (M.B.A.), Finance
UC Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
CBA Hyperion Commercial Lending School 2007 — 2007
Kaiser Permanente June 2015 - Present
ENI-JR28 at Nike November 2014 - June 2015
Place Showroom August 2013 - January 2014
First Republic Bank September 2011 - September 2013
OneWest Bank August 2006 - September 2011
Washington Mutual August 2003 - July 2006
Skills
Loans, Banking, Commercial Lending, Retail Banking, Loan Origination, Deposits, Mortgage Banking, Home Equity Lines of..., Finance, Relationship Management, Cash Management, Cross Selling, Branch Banking, Branch Management, Management, Sales Operations, Treasury Management, Financial Services, Strategic Financial..., Sales, SBA, Investments, Portfolio Management, Commercial Mortgages, Credit Risk
Education
Mount St. Mary's University 2013 — 2014
Master of Business Administration (MBA), Project Management
California State University-Los Angeles 2003 — 2005
BA, Mass Communications emphasis Public Relations
DocuSign May 2014 - Present
Google October 2013 - April 2014
Kforce May 2013 - July 2013
Kforce November 2012 - May 2013
EisnerAmper LLP 2012 - 2012
First Republic Bank 2012 - 2012
DSW August 2010 - November 2011
Cal Poly State University February 2009 - June 2011
Skills
Customer Service, Sales, General Office Duties, Research, Client Services, Fundraising, Phone Etiquette, PowerPoint, Spanish, Adobe Acrobat, Microsoft Office, Teamwork, Social Networking, Business Development, Training, Project Management, Retail
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts, History
St. Ignatius College Preparatory 2003 — 2007
First Republic Bank March 2015 - Present
LPL Financial March 2014 - March 2015
LPL Financial 2013 - 2013
Wells Fargo 2003 - 2012
Skills
Mortgage Lending, Loans, Credit, Banking, Series 7, Financial Services, Anti Money Laundering, Investments, Portfolio Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration, Finance
First Republic Bank February 2015 - Present
First Republic Bank February 2013 - January 2015
First Republic Investment Management February 2012 - January 2013
First Republic Investment Management February 2011 - January 2012
First Republic Investment Management August 2009 - January 2011
Smith Barney October 2007 - March 2009
Skills
Series 7, Series 66, Certified Financial...
Education
Bucknell University 2004 — 2007
Bachelor's degree, Economics
University of California, Berkeley 2011 — 2012
Certificate in Personal Financial Planning
First Republic Bank April 2013 - Present
Citco Fund Services Inc June 2012 - July 2012
K.J. Dairy Swirl Inc May 2007 - May 2012
Self Defense Training Center August 2004 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Video Editing, Photoshop, Camera Operating, Crochet, Cross Stitch, Mathematics, Puzzles, Facebook, Pinterest, Trade Compliance, Business Ethics, Time Management, Highly Detailed, Editing, Outlook
Education
Bryant University 2009 — 2012
Bachelor of Science, Business Administration; Finance
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
First Republic Bank November 2012 - Present
City National Bank May 1997 - October 2012
Skills
Vendor Management, Risk Management, Risk Assessment, Crisis Management, Financial Risk, Physical Security, Business Continuity, Commercial Banking, Private Investigations, Banking, Strategic Planning, Enterprise Risk..., Security Management, Relationship Management, Operations Management, Team Building, Fraud, Corporate Security, Security, Security Awareness, AML, Security Audits, Information Security..., Financial Services, Risk Analysis, Retail Banking, Executive Protection, Commercial Lending, Program Management
Education
California State University-Northridge 1979 — 1981
Radio Television and Film
City National Bank May 2014 - Present
Boy Scouts of America November 2013 - 2015
California State University, Fullerton 2012 - 2015
Wells Fargo January 2006 - April 2014
First Republic Bank June 2000 - June 2005
Skills
Private Banking, Wealth Management..., Consumer Lending, Investments, Trust Services, Estate Planning, Life Insurance, NMLS Licensed
Education
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Business Administration
First Republic Bank September 2014 - Present
Bank of America September 2013 - June 2014
Bank of America September 2012 - September 2013
Bank of America May 2007 - September 2012
Skills
Coaching, Banking, Operations Management, Sales Management, Customer Service, Time Management, Sales, Credit, Risk Management, Consumer Banking, Administrative..., Recruiting, Team Leadership, Employee Training, Leadership Development, Event Management, Account Management
Education
California State University-Sacramento 2009 — 2012
Bachelor's Degree, English Language and Literature, General
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Capgemini Consulting April 2015 - August 2015
Symantec February 2015 - March 2015
Capgemini Consulting May 2014 - December 2014
First Republic Bank August 2011 - December 2013
Capgemini January 2011 - August 2011
Axonom January 2010 - December 2010
California Micro Devices March 2006 - September 2009
Solution Partners Inc. October 2005 - March 2006
DAZ Systems, Inc. July 2003 - October 2005
Oracle 1995 - 2003
Skills
Oracle Applications, Oracle E-Business Suite, Business Intelligence, Business Process..., Integration, ERP, CRM, Order Management, IT Project & Program..., Implementation, MS Project, Visio, HTML 5, CSS3, Microsoft Excel, PowerPoint, IT Project..., System Applications, Business Systems..., Business Process..., Oracle Discoverer, CSS, Microsoft Project, Consulting, Management, Oracle, Enterprise Software, Requirements Gathering, PMO, Testing, Project Management, Business Process Design, Leadership, Business Analysis, SDLC, Vendor Management
Education
Broward College
Associate of Arts (A.A.), Liberal Arts
California State University-Hayward - School of Business and Economics
Accounting and Business/Management
Randstad August 2013 - Present
The OutCast Agency February 2013 - July 2013
Schwartz MSL October 2012 - March 2013
First Republic Bank June 2012 - October 2012
Maverick Marketing August 2011 - July 2012
Saint Agnes Medical Center August 2010 - July 2011
California State University, Fresno June 2010 - June 2011
Skills
Recruiting, Social Media, Public Relations, Marketing, Leadership, Social Networking, Email Marketing, Marketing Communications, Sales, Copywriting, Social Media Marketing, Account Management, Media Relations, Online Marketing, Press Releases, Advertising, Event Planning, Facebook, Event Management, Marketing Strategy, Strategic Communications, Public Speaking, Blogging, B2B, SEO, Internal Communications, Crisis Communications, Corporate Communications, Integrated Marketing, Editing, Digital Marketing, Graphic Design, Online Advertising, Fundraising, Copy Editing, Market Research, Publicity, AP Style, Newsletters, Digital Media, Brand Development, Creative Writing
Education
California State University-Fresno 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication and Journalism/ Public Relations
University of Turin
TAP Series September 2014 - Present
City National Bank August 2014 - Present
Ivy Consulting Services January 2001 - Present
Grandpoint Bank May 2013 - Present
Rushmore Loan Management Services LLC June 2013 - July 2013
Bank of America December 2013 - June 2014
MedImmune January 2013 - March 2013
loanDepot September 2012 - December 2012
First Republic Bank May 2011 - December 2012
Amgen October 2011 - May 2012
Skills
SnagIt, Outlook, PowerPoint, Excel, Photoshop, Instructional Design, Captivate, Adobe Acrobat, Word, Microsoft Office, instructor led training, Training, Technical Writing, RoboHelp, Commercial Real Estate, Electric Utility, Pharmaceutical Industry, Financial Industry, Banking, Commercial Lending, Online Help Development, Training Delivery, ILT, Train the Trainer, Instructor-led Training, E-Learning, Microsoft Excel, Direct Mail, Mail Chimp, Wufoo (form creator), Website Creation, Issuu, Program Management, Management, Hands-on Training, Human Resources, ADDIE, Onboarding, CRM, Analysis, Needs Analysis, Visio, Camtasia, Policy, Technical Communication, Learning Management...
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
MBA, Business Administration, Human Resources Management
University of Southern California - Marshall School of Business 1981 — 1985
BS, Business Administration, Marketing
Blackhawk Network March 2012 - Present
First Republic Bank November 2009 - December 2011
A+ (for JBL) September 2008 - June 2009
CaseCentral July 2007 - August 2008
Fisher Investments September 2005 - June 2006
Fisher Investments July 2004 - August 2005
Merrill Lynch February 1999 - July 2004
Skills
ITIL, Program Management, Project Management, IT Management, Enterprise IT..., Process Improvement, Enterprise IT Project..., Vendor Management, Team Leadership, Disaster Recovery, Software Documentation, SharePoint, Management, Integration, CRM, VMware, Microsoft Office, MS Project, Virtualization, Customer Service, Windows Server, Leadership, Security, Active Directory, Team Building, Telecommunications, Business Process, Enterprise Software, IT Strategy, XP, Problem Solving, Strategy, Information Technology, Networking, Change Management, Contract Negotiation, IT Service Management, Windows XP, Project Planning, Testing, Business Analysis, Windows Server 2003, Staff Training, Developing KPIs, Resource Allocation, Needs Assessment, Call Center Operations, Release Management, Systems Evaluation, Cost Controls
Education
California State University-Sacramento
BA, History and Business
Intuit May 2015 - July 2015
First Republic Bank September 2014 - April 2015
JP Morgan Chase July 2010 - June 2014
Wells Fargo Bank March 2007 - July 2010
Skills
Banking, Consumer Lending, Small Business Lending, Retail Banking, Credit Analysis, Commercial Banking, Financial Services, Relationship Management, Risk Management, Cross Selling, Budgets, Microsoft Office, Customer Service, Finance, Financial Analysis, Leadership, Cash Management, Process Improvement
Education
Capella University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
California State University-Northridge 2004 — 2008
BA, Political Science
First Republic Bank June 2014 - November 2014
JPMorgan Chase April 2014 - June 2014
JPMorgan Chase July 2012 - April 2014
JPMorgan Chase July 2011 - July 2012
Chinatrust Bank 2009 - 2011
AAA Capital March 2006 - November 2009
American Best Capital January 2005 - March 2006
Skills
Loans, Mortgage Lending, Construction Loans, Commercial Lending, Credit, Commercial Mortgages, Credit Analysis, Loan Origination, Portfolio Management, Underwriting, Foreclosures, Mortgage Banking, Refinance, Loan Servicing, Real Estate
Education
California State University-Los Angeles 2006 — 2009
Bachelor's degree, Finance, Minor in Economics
Pasadena City College 2004 — 2006
Associate Degree, Business Administration
Autodesk June 2014 - Present
First Republic Bank January 2009 - June 2014
First Republic Bank January 2007 - December 2008
First Republic Bank October 2001 - December 2007
Atesto Technologies August 2000 - September 2001
IKON Office Solutions February 2000 - September 2000
IKON Office Solutions July 1997 - February 2000
Skills
Risk Management, Business Analysis, Vendor Management, Project Management, Project Portfolio..., Program Management, Requirements Analysis, Process Improvement, Visio, Integration, ITIL, Business Process..., Business Process, Budgeting and..., Strategic Planning, Negotiation, Stakeholder Management, Stakeholder Engagement, Team Leadership, Emotional Intelligence, Customer Service, Communication Skills
Education
California State University-Hayward 2003 — 2005
Bachelor's degree, Human Development and Family Studies, General
First Republic Bank August 2015 - Present
First Republic Bank March 2015 - Present
Copart September 2014 - March 2015
Copart July 2013 - September 2014
Associated Students CSU, Chico May 2012 - May 2013
Phi Delta Theta Fraternity May 2011 - May 2013
Community Legal Information Center September 2011 - May 2012
C.A.V.E. August 2011 - December 2011
Woodland Motors May 2011 - August 2011
Hacienda Del Rio May 2008 - February 2011
Skills
Event Planning, Non-profits, Leadership, Time Management, Volunteer Management, PowerPoint, Microsoft Office, Research, Microsoft Word, Customer Service, Public Speaking, Facebook, Project Planning, Social Networking, Nonprofits, Fundraising, Program Management, Sales
Education
California State University 2009 — 2013
Bachelors of Art, Political Science-Legal Studies
California State University-Chico 2009 — 2013
BA, Political Science-Legal Studies, Economics
First Republic Bank July 2011 - Present
US Bank November 2003 - July 2011
Skills
Operations Management, Sales Management, Customer Service, Service Management, Private Banking, Retail Banking, Loans, Mortgage Lending, Banking, Small Business Lending, Credit, Credit Analysis, Commercial Lending, Branch Management, Investments, Consumer Lending, Relationship Management, Management, Commercial Banking, Loan Origination, Sales, Portfolio Management, Cross Selling, Lines Of Credit, Mortgage Banking, Treasury Management, Cash Management, Deposits, Credit Risk, Refinance, Financial Services, Wealth Management, Risk Management, Finance, Underwriting, Residential Mortgages, Financial Analysis, Commercial Mortgages, Mutual Funds, Series 63, Series 6, Asset Management, Strategic Financial..., FHA, Series 7, Retirement Planning, Fixed Income, Real Estate Financing
Education
California State University-San Marcos
Bachelor of Science (B.S.), Business Administration and Management, General
First Republic Bank November 2014 - Present
First Foundation, Inc. July 2012 - October 2014
Wells Fargo Bank November 2011 - October 2012
Wells Fargo Bank June 2010 - November 2011
Wells Fargo Bank August 2009 - June 2010
2009 Fresh Rags, INC January 2007 - August 2008
Skills
Credit, Banking, Financial Analysis, Relationship Management, Cash Management, Portfolio Management, Strategic Financial..., Asset Allocation, Financial Services, Finance, Investments, Sales, Customer Service, Risk Management, Financial Modeling, Sales Management, Forecasting, Business Relationship..., Retail, Insurance, Marketing, Loans, Teamwork, Commercial Lending, Commercial Banking, Private Banking, Retail Banking, Customer Experience, Cross Selling, Consumer Lending
Education
Brooks College 2006 — 2008
Associates of Arts Degree, Merchandise and Marketing
First Republic Bank June 2012 - Present
City National Bank January 2008 - June 2012
City National Bank April 2006 - January 2008
City National Bank January 2000 - April 2006
Skills
T-SQL, Microsoft SQL Server, Database Administration, SQL, Databases, ASP.NET, .NET, VB.NET, Oracle, SQL Tuning, SharePoint, Performance Tuning, Disaster Recovery, SSRS, SSIS, Database Design, Database Management, Distributed Systems, Network Security, ETL, Data Warehousing, Data Modeling, IIS, VBScript, Stored Procedures
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Information Systems
NuGlass April 2015 - Present
OMNI Online Solutions September 2014 - February 2015
First Republic Bank May 2012 - September 2014
Rapid Renu September 2009 - May 2012
Taylor Guitars August 2007 - February 2008
Rusty Surfboards 2004 - 2005
Skills
Internet Banking, Training, Guitarist, Guitar Repair, Management, Access, Account Management, Banking, Call Centers, Customer Experience, Customer Service, Marketing, Microsoft Office, Process Improvement, Sales, Salesforce.com, Social Media, Team Building, Troubleshooting
Education
San Francisco State University 2009 — 2012
BS, Business Management
Cal Poly San Luis Obispo 2005 — 2006
First Republic Bank June 2015 - Present
Variety Boys & Girls Club April 2011 - Present
BBCN Bank November 2013 - May 2015
Grandpoint Bank June 2009 - October 2013
First Federal Bank of California August 2005 - March 2009
East West Bank October 1997 - April 2005
Community Commerce Bank 1990 - 1997
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Portfolio Management, Banking, Credit Risk
Education
California State University-Los Angeles 1990 — 1994
Finance
Santa Clara County - February 2015 - Present
Ultimate In Success August 2014 - February 2015
Varonis April 2014 - August 2014
Accellion February 2012 - February 2014
Baccus Press March 2010 - January 2012
Promatch November 2010 - May 2011
First Republic Bank August 2008 - October 2009
Qimonda Technology January 2006 - May 2008
Infineon Technology January 1999 - January 2006
Shorenstein Company, San Francisco, CA January 1998 - March 1999
Skills
Project Planning, Project Implementation, Project Coordination, MS Project, Customer Support, Team Leadership, Active Directory, ITIL, Integration, Project Portfolio..., Project Management, Disaster Recovery, Business Process, Troubleshooting, SaaS, Pre-sales, Process Improvement, DNS, Security, IT Operations, Cross-functional Team..., Requirements Analysis, Software Project..., Software Development, Information Technology, Servers, Program Management, System Deployment, Management, Cloud Computing, Six Sigma, PMP, Vendor Management, Windows Server, Software Documentation, Team Management, Analysis, Data Center, SDLC, Enterprise Software, IT Management, IT Service Management, Mobile Devices, Business Analysis, Databases, Business Intelligence, SharePoint, Product Management, PMO, IT Strategy
Education
West Valley College 2014 — 2014
Business Analyst Certification
University of California, Santa Cruz 2010 — 2011
PPM Certification, Project Management
California State University-East Bay 1992 — 1996
BS, CIS
College Of Alameda
Associate of Arts degree, Business Administration
First Republic Bank October 2011 - Present
JPMorgan Chase May 2005 - October 2011
Mansheen Industries March 2003 - March 2005
Xerox PARC May 2001 - February 2003
eCoverage, Inc. October 1999 - February 2001
dynamic pictures / 3Dlabs April 1997 - September 1999
Skills
Business Analysis, Data Center, Vendor Management, Integration, Requirements Analysis, Cross-functional Team..., Project Management, Enterprise Software, Strategy, Management, Change Management, Servers, Project Planning, Testing, Networking, Leadership, Analysis, IT Management, IT Strategy, Infrastructure, SDLC, SQL, Strategic Planning, System Deployment, Technical Support, Training
Education
University of Phoenix 2009 — 2010
Concord High School 1986 — 1990
California Polytechnic State University-San Luis Obispo
Diablo Valley College
First Republic Bank 2014 - Present
First Bank 2008 - 2013
First Collateral Services November 2004 - March 2008
Skills
Accounts Receivable, Mortgage Banking, Commercial Banking, Customer Service, Loans
Education
California State University-East Bay 2008 — 2011
Bachelor of Science (BS), Finance, General
Los Medanos College 1999 — 2002
Associate of Science (AS), Business Administration, Management and Operations
First Republic Bank August 2014 - Present
Pacific Gas and Electric Company July 2007 - July 2014
California Polytechnic State University September 2001 - June 2007
Trammell Crow Company June 2006 - September 2006
Kirkland & Ellis LLP May 2005 - September 2005
Skills
Technical Support, Customer Service, Written & Verbal..., Sarbanes-Oxley, OpenInsight and ARev..., Unix and C Programming..., Knowledgeable in Java..., Knowledgable in Web..., Microsoft Office Suite:..., Adobe Suite:..., Detail-oriented in..., Organized Multi-tasker, Time Management, Project Management, Change Management, Leadership, Trainer, Subject Matter Expert, Public Speaking, Developer, Designer, Tester, Debugging, Automation, System Administration, Database Administration, Access, Account Management, CRM, Data Entry, Databases, Information Technology, Management, SQL, Software Documentation, Training
Education
California Polytechnic State University-San Luis Obispo 2001 — 2007
Bachelor of Science (B.S.), Computer Engineering
James Logan High School 1997 — 2001
Graduate Summa Cum Laude
First Republic Bank January 2015 - Present
EY July 2013 - January 2015
Ernst & Young July 2011 - July 2013
Merrill Financial Associates April 2010 - June 2011
Beneficial Financial Group January 2010 - April 2010
Hewlett-Packard May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints August 2006 - August 2008
Applied Engineering & Geology, Inc August 2004 - December 2005
Aim Mail Center August 2003 - September 2005
Skills
Risk Management, Management, Data Analysis, CCAR, Financial Risk..., Project Management, Vendor Management, Training, Data Assessment, Financial Risk, Gap Analysis, Internal Audit, Finance, Bloomberg, AutoCAD, Volunteering, Internal Controls, Financial Services, Consulting, Process Improvement, Photoshop, Business Process..., Analysis, Investments, Sarbanes-Oxley Act, Business Analysis, Bloomberg Terminal, Visio, Management Consulting, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Enterprise Risk...
Education
Brigham Young University 2008 — 2011
Bachelor of Science, Business Management: Finance emphasis
First Republic Bank December 2013 - Present
Skills
Software Estimation, Microsoft Project, Agile Project Management, Web Project Management, Project Initiation, Project Planning, Project Execution, Project Closeout, Project Coordination, Project Finance, Software Project..., Salesforce.com, Autonomy, JIRA, Defect Tracking, Coaching, Project Management, MS Project, Business Analysis, SDLC, Agile Methodologies, Quality Assurance, Strategic Planning, Strategy, Management, Team Leadership, Change Management, Software Development, Training, Leadership, Vendor Management, PMO, Project Portfolio..., PMP
Education
University of San Francisco 2009 — 2011
Master of Science (M.S.), Project Management
California State University-East Bay 1998 — 2003
Bachelors of Science, Finance
First Republic Bank August 2015 - Present
Caesars Entertainment Corporation March 2015 - June 2015
JPMorgan Chase & Co. June 2012 - May 2014
JPMorgan Chase & Co. July 2011 - June 2012
Bank of America August 2010 - July 2011
Bank of America October 2009 - August 2010
Skills
Mortgage Lending, Mortgage Banking, Portfolio Management, Risk Management, Microsoft Excel, Finance, Account Reconciliation, Data Analysis, Accounting, Banking, Refinance, Credit Analysis, Management
Education
California State University-Northridge 2003 — 2008
Bachelor of Science, Finance
First Republic Bank April 2011 - Present
McKesson March 2009 - April 2011
Wachovia March 1993 - December 2008
World Savings April 2001 - March 2004
World Savings June 1996 - June 2001
World Savings March 1993 - May 1996
Skills
Incentive Programs, Business Strategy, Strategic Planning, Business Development, Forecasting, Conflict Resolution, Training, Sales Management, Budget, Process Improvement, Leadership, Recruiting, Change Management, Performance Management, Banking, Executive Management, Mortgage Lending, Team Building, Leadership Development, Credit, Loans, Sales, Management, Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Advanced Management Program, Organizational Leadership
Idaho State University 1991 — 1992
MBA, Business Administration
Brigham Young University 1989 — 1991
BA, Spanish / Management
Snow College 1985 — 1989
AA
UC Berkeley April 2015 - Present
First Republic Bank April 2011 - April 2015
Tenderloin Health May 2010 - August 2010
First Place for Youth February 2010 - May 2010
Greater Bay Bank N.A. 2001 - 2008
Skills
Process Improvement, Customer Service, Data Entry, System Administration, Community Outreach, Public Speaking, Account Management, Editing, Contract Management, Accounting, Financial Services, Troubleshooting, Sarbanes-Oxley Act, English, Public Relations, Time Management, Leadership Development, Inventory Management, Windows, Banking, Business Development, Social Networking, Administration
Education
California State University-East Bay 2008 — 2011
BS, Health Sciences
California Mental Health Connection October 2014 - Present
Armond Angeles - Independent Consultant August 2013 - Present
WyzAnt Tutoring August 2013 - Present
Orange County Great Park 2012 - Present
Bagel Tops January 2009 - January 2011
First Republic Bank January 2007 - January 2009
Citibank January 2006 - January 2007
Bank of America January 2005 - January 2006
Skills
SPSS, AMOS, Quantitative Research, Factor Analysis, Structural Equation..., Multi-group Invariance..., Survey Design, Statistical Modeling, Statistics, Environmental Planning, GIS systems, Remote Sensing, Spatial Analysis, Portfolio Management, Environmental Law, Data Collection, ERDAS Imagine, Life Cycle Assessment, Psychometrics, Green Building, Forecasting, GIS, Public Speaking, Analysis, Data Analysis, Nonprofits, Environmental Issues, Customer Service, Environmental Awareness, Environmental Science, ArcGIS, Research, Microsoft Office, Ecology, Project Management
Education
California State University-Fullerton 2011 — 2013
Masters of Science, Environmental Studies & Science Technology
University of Southern California 2000 — 2002
Bachelors, Business Admin; Entrepreneurial Studies
The Johns Hopkins University
Data Science
Kingsgrove High School - Sydney, Australia
High School Diploma
First Republic Bank October 2013 - Present
City of Fresno December 2010 - June 2012
ABC January 2007 - December 2008
ABC August 2004 - January 2007
Gulf-California Broadcasting KESQ September 2002 - August 2004
FOX Cable September 1999 - September 2001
Skills
Broadcast, Television, Social Media, Editing, Digital Media, Public Relations, Video Editing, Microsoft Office, Journalism, Social Media Marketing
Education
California State University-Fullerton 1995 — 1999
Communications, Emphasis in Broadcast Journalism with minor in English
First Republic Bank April 2011 - Present
Silicon Valley Bank February 2011 - April 2011
Chase Bank March 2009 - October 2010
Honda Financial Services August 2008 - February 2009
LoansProcessing.com September 2006 - April 2008
Wells Fargo June 2004 - March 2008
LoansProcessing.com September 2006 - January 2008
Fidelity Brokers July 2000 - September 2006
Skills
Credit, Banking, Customer Relations, Real Estate, Loans, Mortgage, Customer Service, Excel, Accounting, Negotiation, Compliance, PowerPoint, Problem Solving, Teamwork, Word, Microsoft Office, REO, Access, Analysis, Mortgage Lending, Residential, Outlook, Underwriting, Loan Origination, Refinance, Cold Calling, Customer Satisfaction, Risk Management, Spreadsheets, Documentation, Spanish, Team Leadership, Due Diligence, First Time Home Buyers, Purchase, Corporate Finance, Real Estate Finance, Foreclosures, Mortgage Banking, Conventional, Credit Analysis, Finance, Management, Leadership
Education
California State University-East Bay 2007 — 2010
Bachelors of Science, Finance & Economics
Anthony's School of Real Estate 2000 — 2001
California Real Estate License, Real Estate
Chabot College
In progress, Cisco Networking Academy
FinancialForce.com August 2015 - Present
Responsys July 2013 - Present
Oracle April 2014 - September 2014
PowerReviews/BazaarVoice January 2010 - July 2012
Murphy Mckay & Associates May 2004 - June 2009
First Republic Bank April 2004 - June 2009
Murphy Mckay and Associates March 2004 - June 2009
First Republic Bank (A Division of Merrill Lynch) 2004 - June 2009
Carlson Marketing January 2001 - July 2003
Fogdog Sports 1998 - 2001
Skills
Active Directory, VMware, Integration, XP, Windows 7, Salesforce Administrator, Salesforce Training, Dell KACE, ShoreTel, Cisco VPN, Google Apps, Microsoft Office, Lync, Coupa, Proofpoint, Intercall, WebEx, Bit9, Work.com, Box, PGP, Networking, Troubleshooting, Computer Hardware, Windows XP, Technical Support, SaaS
Education
California State University, Fresno 1988 — 1998
BS, Business Administration - Management Information Sytems
California State University
Bachelor of Science, Business Administration / Management Information Systems
First Republic Bank November 2010 - Present
Wells Fargo April 2010 - October 2010
Wells Fargo February 2008 - April 2010
Wells Fargo August 2006 - February 2008
CSU, Chico Learning Center August 2005 - August 2006
Education
California State University-Chico 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General, Cummulative GPA of 3.78
First Republic Bank August 2013 - Present
First Republic Bank January 1999 - August 2012
Bank of America November 1998 - January 1999
Bank of America September 1994 - November 1997
Skills
Management, Banking, Customer Service, Loans, Relationship Management, Portfolio Management, Consumer Lending, Financial Services, Mortgage Lending, Commercial Banking, Financial Analysis, Retail Banking, Finance
Education
California State University-Sacramento 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Speech-Language Pathology/Pathologist
St. Patrick St. Vincent
First Republic Bank June 2015 - Present
Adventure Time Extended Day Care August 2014 - June 2015
Kay Jewlers December 2013 - August 2014
The Body Shop February 2013 - December 2013
Livermore Valley Charter School June 2012 - February 2013
Pump It Up January 2012 - June 2012
California State University, East Bay Kinesiology Department August 2010 - May 2011
Skills
Microsoft Office, Curriculum Development, Customer Service, Lesson Planning, Educational Leadership, Classroom Management, Instructional Design, Event Planning, Social Networking
Education
California State University-East Bay 2010 — 2015
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Senior
Santa Rosa Junior College 2009 — 2010
Psychology
Point Arena High School 2006 — 2010
Bachelor of Arts (B.A.)
Thoma Bravo January 2015 - Present
First Republic Bank 2014 - December 2014
First Republic Bank May 2013 - December 2013
Lashfully March 2013 - May 2013
EIA solutions December 2011 - February 2013
Skills
Customer Service, Hospitality, Administrative..., Sales, Data Analysis, Data Entry, Mac, PC, Internet, Event Planning, Research, PowerPoint, Payroll, Facebook, Administrative...
Education
California State University-San Marcos 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Palomar College 2006 — 2009
Associate of Arts (AA), Spanish
Francisco Partners September 2014 - Present
First Republic Bank June 2013 - August 2014
Orange Silicon Valley April 2012 - February 2013
Notre Dame de Namur University August 2011 - February 2012
California Department of Education December 2010 - August 2011
Skills
Event Planning, Event Management, Editing, Office Administration, Customer Service, Recruiting, Vendor Management, Social Networking, Microsoft Word, Marketing
Education
California State University-Sacramento 2009 — 2011
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
First Republic Bank July 2015 - Present
Slack Technologies, Inc April 2015 - June 2015
Charles Schwab March 2015 - April 2015
Solar City September 2014 - September 2014
SABA international company for technology (www.abas-software.com) June 2014 - June 2014
GCM Medical and OEM April 2013 - May 2014
Cafe Milano July 2008 - February 2013
Skills
Restaurants, Restaurant Management, Customer Satisfaction, Inventory Management, Hospitality, Hospitality Industry, Food & Beverage, Hospitality Management, Food, Microsoft Excel, Time Management, Microsoft Word, Customer Service, Accounting, Payroll, Accounts Receivable, Teamwork, Management, Invoicing, Communication, Analysis, Microsoft Office
Education
California State University-East Bay 2004 — 2010
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 3.0
First Republic Bank June 2013 - Present
O'Neill & Woolpert Law Firm May 2012 - June 2013
Panhellenic Executive Board at Cal Poly January 2012 - December 2012
Panhellenic Execute Board at Cal Poly January 2011 - January 2012
West Anaheim Family Physicians July 2011 - August 2011
Greek Chick Gifts Blog February 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Public Speaking, Press Releases, Writing, Office Administration, Event Management, Team Leadership, Customer Service, Public Relations, Social Networking, Social Media, Event Planning, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's degree, B.A. in English and a minor in Psychology
First Republic Bank December 2012 - Present
Wells Fargo October 2003 - November 2012
Skills
Financial Services, Commercial Banking, Loans, Credit, Retail Banking, Banking, People Management, People Development, Poetics, Music Education, Investments
Education
CSUN
First Republic Bank August 2015 - Present
Rabobank June 2012 - Present
Arthur J. Gallagher & Co. June 2011 - September 2011
Skills
Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Financial Analysis, Banking, Agricultural Lending, Credit Analysis, Marketing Strategy, Strategic Sales, Research, Social Media, Public Speaking, Finance, Wine & Spirits Industry, Credit Risk
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science, Agricultural Business: Finance & Marketing Concentrations
First Republic Bank January 2015 - Present
First Republic Bank June 2012 - Present
eMediafund LLC December 2011 - March 2012
Stokley Properties December 2009 - March 2012
Buyers Brokers Realty October 2003 - December 2009
CSAA June 2002 - October 2003
Clorox July 2001 - January 2002
Kaiser Permanente May 2001 - July 2001
Visa July 2000 - April 2001
Acuson April 1996 - June 2000
Skills
MS Project, Microsoft Office, Project Coordination, Social Media, Negotiation, Real Estate, Production Planning
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
BS, Industrial Technology
Women in eDiscovery July 2013 - June 2015
First Republic Bank April 2015 - May 2015
Morrison & Foerster LLP (through Hire Counsel) February 2015 - February 2015
Charles Schwab (through SIS, Inc.) September 2014 - November 2014
Alameda County Bar Association March 2014 - May 2014
TERIS March 2013 - October 2013
Recommind February 2012 - June 2012
Federal Deposit Insurance Corporation (through Unisys) July 2010 - February 2012
McCann Erickson October 2006 - November 2009
Globalstar February 2006 - August 2006
Skills
Litigation Support, Desktop Support, Computer Repair, Technical Support, Intellectual Property, Contract Negotiation, Document Review, Document Management, Legal Research
Education
California State University-East Bay 2013 — 2014
Certificate, Legal Assistant/Paralegal
Quinnipiac University
B.S., Veterinary Medicine
LexisNexis 2012 — 2012
Certificate, EDD and ADM LAW PreDiscovery
Organization of Legal Professionals 2011 — 2011
Certificate, Litigation Support / eDiscovery
Cabrillo College 1993 — 1995
Certificate, Computer Science
Connecticut School of Electronics 1981 — 1983
Certificate, Electronics
First Republic Bank February 2015 - Present
First Republic Bank August 2012 - February 2015
First Republic Bank July 2010 - August 2012
UBS Wealth Management June 2009 - August 2009
Skills
FX trading, Private Banking, Sales, Banking, Trading
Education
Bucknell University 2006 — 2010
BA, Economics, Cum Laude
Boston University, London Internship Program 2009 — 2009
Spring 2009 Semester, Business/Managerial Economics
Dover Sherborn High School 2002 — 2006
California Alliance Group September 2007 - Present
Wells Fargo January 2014 - October 2014
First Republic Bank February 2013 - October 2013
Bank of America January 2012 - February 2013
Bank of America August 2011 - December 2011
Bank of America May 2011 - July 2011
Allied Pacific Realty / Home Financial Services April 1999 - September 2007
Skills
Customer Service, Office Management, Loan Origination, Refinance, Contract Negotiation, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Mortgage Banking, Data Analysis, Data Entry, Training, Software Documentation, Real Estate, Leadership, Management, Sales, Sellers, REO
Education
California State University-East Bay 1991 — 1996
Bachelor's, Biological Sciences
Lending Club February 2015 - May 2015
First Republic Bank September 2014 - November 2014
Citi September 2013 - May 2014
Wells Fargo June 2003 - April 2012
California Optical July 2002 - October 2002
Lucie Stern Community Center October 2001 - July 2002
BT Commercial NAI August 1999 - July 2001
Skills
•Client Support•Sales, Adobe Acrobat, Assisted with Procedure..., HTML experience, Web Design, Internet Infrastructure, Sales Revenue, PowerPoint, CRM, Finance, Customer Service, HTML, Management, Microsoft Excel, Sales, Accounting, Banking, Teamwork, Recruiting
Education
California State University-Northridge 2010 — 2013
Bachelor of Applied Science (BASc), Clinical Psychology
College of San Mateo
First Republic Bank June 2014 - Present
Union Bank September 2013 - June 2014
Star One Credit Union August 2012 - August 2013
Star One Credit Union August 2009 - August 2012
State of California - HCD March 2009 - August 2009
State of California January 2008 - March 2009
Provident Credit Union December 2003 - January 2008
Skills
Customer Service, 10 Key, Outlook, Microsoft Excel, Credit, Financial Analysis, Banking, Microsoft Office, Microsoft Word, Loans, Teller Operations, Branch Banking, Fraud, Retail Banking, Risk Management, OFAC, Financial Risk, AML, Credit Unions, Bank Secrecy Act, PowerPoint, KYC, Financial Transactions, Anti Money Laundering
Education
California State University-Sacramento 2007 — 2010
Business - Accounting
Sierra College 2001 — 2005
A.A., Marketing, Social Science, & Liberal Arts
DriveTime 2010 - 2011
First Financial Credit Union June 2007 - March 2010
Kaiser Federal Bank February 2006 - June 2007
Cal National Bank 2004 - 2006
First Republic Bank January 2004 - February 2005
Citi November 2002 - December 2003
Enterprise Rent-A-Car July 2000 - July 2002
Wells Fargo Bank June 1995 - June 2000
Skills
Banking, Loans, Branch Banking, Internal Audit, Business Development, Cross Selling, Bank Secrecy Act, Teamwork, Policy, Sales Management, USA PATRIOT Act, Research, Budgets, Consumer Lending, Call Centers, Retail Banking, Management, Loan Origination, Sales, Small Business Lending, Commercial Banking, Customer Service, Financial Services
Education
California State University-Dominguez Hills 1996 — 1999
BS, Business Administration
Santa Monica College 1992 — 1996
AA, Business Administration
First Republic Bank November 2013 - Present
Clicksafety.com Inc January 2005 - June 2013
Digital Source Corporation, Fremont, Ca. October 2004 - December 2004
Skills
E-Learning, Learning Management, Graphic Design, Distance Learning, SnagIt, Needs Analysis, Content Management, Instructional Design, Courses, Mac, Illustrator, Adobe Creative Suite, Web Development, PowerPoint, Illustration, ESL, Captivate, Social Networking, Dreamweaver, Lectora, Web Design, Flash, Educational Technology, Adobe Acrobat, Animation
Education
San Francisco State University
E-Learning Development Certificate
California State University-East Bay 2000 — 2002
Bachelor of Arts (B.A.), Multimedia and Graphic Design
Chabot College 1998 — 2000
Associate of Arts (AA)
First Republic Bank May 2014 - Present
First Republic Bank May 2014 - Present
Bank of America August 2005 - October 2013
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Loan Origination, Cross Selling, Lines Of Credit, Internal Audit, Document Review, Item Processing
Education
California State University-Fresno 2004 — 2009
Bachelor of Science (B.S.), Finance, General
First Republic Bank April 2012 - Present
United American Bank June 2006 - March 2012
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
BS, Business
SunTrust Bank 2003 - 2006
First Republic Bank 2001 - 2003
Bank of America 1972 - 1991
Skills
Portfolio Management, Financial Services, Project Management, Risk Management, Banking, Credit, Financial Risk
Education
California State University-Los Angeles 1967 — 1972
BA, Social Science
First Republic Bank October 2011 - Present
Robert Half International December 2006 - October 2011
Robert Half International December 2006 - June 2010
The J.M. Smucker Company 2005 - 2006
Skills
Recruiting, Leadership, Talent Acquisition, Onboarding, Human Resources, Employee Engagement, Corporate Events
Education
California State University-Chico 2001 — 2005
Bachelor of Arts (B.A.)
First Republic Bank June 2010 - Present
The Walt Disney Company July 2000 - February 2011
Disney Cruise Line July 2000 - May 2004
Allin Consulting November 1996 - July 2000
Skills
SharePoint, Program Management, Software Development, Integration, Microsoft SQL Server, Unix, Management, Networking, Quality Assurance, Process Improvement, Cross-functional Team..., Testing, Software Documentation, Databases, Linux, Leadership, Servers, Windows, Oracle, Training, IIS, Technical Support, Hardware, Visio
Education
University of Phoenix 2003 — 2005
MS, Computer Information Systems
California State University-Chico 1989 — 1993
BA, French Studies
Institut d’Études Françaises pour Étudiants Etrangers 1991 — 1992
French Studies
First Republic Bank August 2006 - November 2014
California Bank & Trust 1999 - 2006
Skills
Consumer Lending, Management, Financial Analysis, Banking, Risk Management, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Private Banking, Team Leadership, Portfolio Management, Loans, Retail Banking, Credit Analysis, Customer Service
Education
California State University-Long Beach
Stanford University July 2015 - Present
Stanford University December 2013 - July 2015
Stanford University March 2012 - December 2013
First Republic Bank September 2011 - December 2011
Sarah and Company January 2009 - May 2011
California College of the Arts 2008 - May 2011
Skills
Program Management, Training, Adobe Creative Suite, Microsoft Office, Illustrator, Research, Photoshop, InDesign, Rhino, Laser Cutting, Editing, iLife, iMovie, Final Cut Pro, Graphic Design, Maxwell Render, Design Research, Architecture, Audacity, MS Office Suite, Adobe Acrobat, Rendering, Photography, Revit, After Effects, Mac, Fluent in Arabic, Drawing, Model Making
Education
California College of the Arts 2006 — 2011
Bachelor of Architecture, Architecture
Mercy High School - Sf 2002 — 2006
First Republic Bank September 2015 - Present
New Jersey Devils July 2014 - April 2015
Silchester International Investors June 2013 - August 2013
Sanderson Asset Management June 2012 - August 2012
Skills
Sports Marketing, Sports, Social Media, Sales, Marketing, Event Planning, Event Management, Customer Service
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Political Science
First Republic Bank March 2013 - Present
Taos May 2010 - March 2013
Amgen May 2010 - July 2012
IBM Global Services May 2010 - June 2012
Club Satellite Network February 2009 - May 2010
Yodlee May 2008 - December 2008
SS8 Networks Inc. March 2006 - March 2008
Plumtree Software, Inc. October 2002 - October 2005
Plumtree Software, Inc. January 2002 - October 2002
All Bases Covered August 2000 - January 2002
Skills
Enterprise Software, Integration, Cloud Computing, SaaS, IT Strategy, Management, Strategy, Leadership, Security, Networking, IT Management, Business Intelligence, Information Technology, Infrastructure
Education
Cal Poly San Luis Obispo 1990 — 1995
BA
BAE Systems Information Technology September 2008 - Present
L & A Enterprises August 2008 - July 2012
Affinity Bank October 2007 - August 2008
First Republic Bank July 2000 - October 2007
A New America Community Corporation January 2006 - August 2007
US Bank March 1998 - July 2000
Wells Fargo Bank July 1997 - March 1998
Mercury Container Division of Amcor Sunclipse, North America June 1993 - July 1997
Skills
Competitive Analysis, Negotiation, Mentoring, Customer Service, Banking, Teamwork, Administration, Research, Business Analysis, Finance, Strategy, Management, Loans, Training, Analysis, Business Development, Leadership, Marketing, Sales, Portfolio Management
Education
Notre Dame de Namur University 2001 — 2004
MBA, Marketing & Finance
California State University-East Bay 1995 — 1997
B.A, History
Santander Consumer USA Inc. September 2014 - Present
Santander Consumer USA Inc. April 2013 - September 2014
Santander Consumer USA Inc. June 2012 - April 2013
Lehigh Hanson August 2011 - June 2012
Robert Half International April 2010 - August 2011
Robert Half International May 2009 - March 2010
staceycrumal@hotmail.com September 2008 - May 2009
Lane Gorman Trubitt, LLP September 2006 - September 2008
Robert Half International 2004 - 2006
First Republic Bank 1998 - 2003
Skills
Employee Relations, Talent Acquisition, Human Resources, Applicant Tracking..., Recruiting, Interviews
Education
California State University, Fresno 1994 — 1996
Bachelors, Mathematics
California Polytechnic State University-San Luis Obispo 1987 — 1992
Mathematics
First Republic Bank November 2010 - Present
JP Morgan Chase March 2007 - July 2010
Pacific National Bank (formerly California Savings Bank) February 2005 - March 2007
AMP Printing May 2004 - February 2005
Washington Mutual / Deposit Losses January 2003 - May 2004
Bank of America / National Account March 1994 - March 2002
Bank of America March 1987 - January 1994
the Retail Bank April 1975 - March 1987
Skills
Risk Management, Banking, Loans, Financial Risk, Credit, Vendor Management, Process Improvement, Retail Banking, Business Process..., Management, Strategy, Team Leadership, Operational Risk, Operations Management, Team Building, Leadership, Payments, Operational Risk..., Branch Banking, Enterprise Risk..., Financial Services, Portfolio Management, Change Management, Integration, Analysis, Finance
Education
California Polytechnic State University-San Luis Obispo
BS Degree, Business Management & Industrial Relations
First Republic Bank July 2005 - April 2014
First Republic Bank July 2005 - October 2010
Skills
Credit, Retail Banking, Mortgage Lending, Banking, Commercial Banking, Relationship Management, Investment Advisory, Portfolio Management, Wealth Management, Microsoft Excel, Investments, Loans, Private Banking, Consumer Lending, Credit Analysis, Small Business Lending, Financial Services, Loan Origination, Mortgage Banking, Commercial Lending, Credit Risk, Finance, Cash Management, Asset Management, Residential Mortgages, Refinance, Funding, Securities, Wealth Management..., Financial Analysis, Financial Modeling, Strategic Financial..., Cross Selling
Education
California State University-East Bay
Berkeley Youth Orchestra 2012 - 2014
Bank of the West February 2013 - August 2013
Wells Fargo Bank January 2011 - March 2012
First Republic Bank 2002 - 2007
First Republic Bank 1991 - 2002
First Republic Bank 1990 - 1991
Atlantic Financial Saving Bank 1985 - 1990
Skills
Banking, Vendor Management, Management, Integration, Project Management, Cash Management, Analysis, Financial Services, Training, Risk Management, Strategy, Accounting, IT Management, CRM, Software Documentation
Education
California State University-East Bay 2008 — 2009
Bachelor, Anthropology
DRH Consulting July 2014 - Present
CohnReznick LLP January 2013 - July 2014
KPMG August 2011 - September 2012
Prime Lending January 2010 - August 2011
Magnifund Group November 2007 - October 2008
Charter Funding September 2004 - August 2007
First Republic Bank August 2003 - August 2004
Bank of America August 2002 - August 2003
Morgan Stanley June 2001 - August 2002
Skills
Financial Analysis, Credit, Management, Internal Audit, Finance, Auditing, Banking, Sales, Account Management, CRM, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
B.S., Economics
First Republic Bank August 2010 - Present
First Foundation Advisors December 2009 - July 2010
City National Bank 1999 - 2009
U.S. Trust 1994 - 1999
Education
California State Polytechnic University-Pomona 1983 — 1987
Bachelor of Science, Finance
First Republic Bank May 2011 - Present
First California Bank March 2009 - May 2011
BDO Seidman, LLP December 2005 - January 2009
Shakespeare by the Sea 2009 - 2009
Long Beach Playhouse June 2006 - December 2008
Theatre Palisades January 2000 - October 2005
Mercantile National Bank 2000 - 2004
Glendale Centre Theatre October 2000 - June 2003
Skills
Excel, Word, Outlook, Financial Analysis, Microsoft Excel, Underwriting, Film, Auditing, Banking, Commercial Lending, Customer Service, Credit, Entertainment, Finance, Financial Reporting, Marketing, Management, Microsoft Word, Process Improvement, Real Estate, Risk Management, Television
Education
California State University-Long Beach 2009 — 2011
MBA
Loyola Marymount University 1993 — 1998
BA, Theatre/English
Xoom Corporation July 2014 - Present
First Republic Bank October 2010 - July 2014
The Wartnick Law Firm April 2006 - February 2010
Skills
Payroll, Microsoft Excel, General Ledger, Accounting, Software Documentation, Account Reconciliation, Journal Entries, Cash Flow, Spreadsheets, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Bookkeeping, Access, Employee Relations, Employee Benefits, Microsoft Word, Bank Reconciliation, Expenses, Payroll Taxes, ADP Payroll, Microsoft Office, Human Resources, System Implementations, Oracle Applications, Oracle Discoverer, Oracle HR, Oracle E-Business Suite
Education
California State University-East Bay 2004 — 2006
eBay October 2012 - Present
eBay January 2011 - September 2012
First Republic Bank April 2010 - October 2010
Washington Mutual Card Services January 2007 - March 2009
Providian Financial October 2002 - January 2007
First Select (division of Providian) July 1998 - October 2002
Skills
Cross-functional Team..., Project Management, PMO, Process Improvement, Business Process..., Program Management, Visio, Credit Cards, Analytics, Strategy, Marketing, Business Intelligence, Business Process, Risk Management, Business Analysis, Portfolio Management, Written Communication, Financial Services, Project Portfolio..., Management, Leadership, PMP, Banking, Budgets, Vendor Management, SDLC, Software Documentation, Change Management
Education
California State University-Chico 1982 — 1985
First Republic Bank February 2015 - Present
First Republic Bank December 2011 - February 2015
First Republic Bank July 2011 - December 2011
Robert Half Finance & Accounting November 2010 - July 2011
Perry-Smith LLP 2008 - 2010
San Luis Obispo Tribune 2007 - 2008
Skills
Management, Banking, Financial Analysis, Finance, Leadership, Accounting, Financial Services, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS Agricultural Business, Accounting
Golden 1 Credit Union February 2011 - Present
Copart June 2010 - January 2011
First Republic Bank December 2008 - April 2010
Sacramento County Sheriff's Department August 2008 - December 2008
CPS February 2007 - August 2008
Vesta 2002 - 2004
Market Power 1996 - 1997
Sacramento Superior Court 1994 - 1996
Senn Delaney 1991 - 1992
Education
California State University-Northridge 1979 — 1983
B.A., Music
Robert Half International November 2012 - Present
First Republic Bank May 2012 - November 2012
Charles Schwab May 2011 - August 2011
Wachovia July 2008 - May 2009
Wachovia 2007 - 2008
World Savings 2004 - 2007
World Savings 1990 - 2004
Education
California State University-Chico 1985 — 1990
BS, Accounting
First Republic Bank December 2013 - Present
UCLA July 2010 - December 2013
Cisco September 2009 - July 2010
AAA July 2007 - April 2009
Shaklee Corporation February 2007 - July 2007
Robert Half International March 2006 - February 2007
Lawrence Livermore National Laboratory April 2002 - March 2006
Lawrence Berkeley National Laboratory April 1999 - April 2002
Vodafone January 1998 - February 1999
The Clorox Company May 1996 - December 1997
Skills
Performance Management, Management, Human Resources, Leadership, Organizational..., Employee Benefits, Change Management, Strategy, Talent Management, HRIS
Education
California State University-Long Beach - College of Business Administration 1971 — 1976
BS, Business Administration, Pre-Med
First Republic Bank August 2013 - Present
OneWest Bank December 2011 - August 2013
Skills
Retail Banking, Customer Service, Branch Management, Deposits, Branch Banking, Cash Management, Commercial Lending, Credit, Small Business Lending
Education
California State University-Long Beach 2004 — 2008
Bachelor's, Journalism
Bank of the West May 2013 - Present
First Republic Bank July 2011 - May 2013
Seattle Bank February 2009 - April 2011
Washington Mutual Bank now part of Chase 2004 - January 2009
Washington Mutual 2002 - 2004
Washington Mutual 1998 - 2002
Union Bank of California January 1988 - January 1990
Gibraltar Saings 1981 - 1985
Skills
Banking, Risk Management, Retail Banking, Loans, Commercial Banking, Financial Risk, Fraud, Vendor Management, Business Analysis, Financial Services, Operational Risk..., Training, Team Building, Project Management, Credit, Credit Analysis, Management, Payments, Customer Service, Fraud Detection, Analysis, Risk Assessment, Leadership, Electronic Payments, Credit Risk, Enterprise Risk..., OFAC, Operational Risk, Business Process..., AML, Team Leadership, Customer Experience, Team Management, Bank Secrecy Act, KYC, ACH, Internal Audit, Process Improvement, Program Management, Call Centers, Finance, Security, Analytics, Anti Money Laundering, Cash Management, Strategy
Education
ABA Graduate School of Banking 2000 — 2002
2 year program, Technology and Operations
Glendale Community College 1983 — 1985
Business and Mass Communications
University of Alaska Fairbanks 1981 — 1983
Business
Brigham Young University 1977 — 1979
Education
First Republic Bank September 2011 - Present
First Republic Bank February 2009 - September 2011
First Republic Bank September 2008 - February 2009
Skills
Financial Analysis, Internal Controls, Loans, Project Management, Risk Management, Commercial Banking, Banking, Portfolio Management, Credit, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - International Management
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Omni Hotels August 2006 - March 2013
First Republic Bank 2010 - 2010
Omni San Francisco 2004 - 2006
Omni William Penn Hotel 2001 - 2004
Skills
Hotel Contract..., Convention Services, Conventions, Meeting Planning, Organizing, Meeting Management, Corporate Events, Food & Beverage, Wine Knowledge, Microsoft Word, Microsoft Excel, Delphi, Go Concierge, Mac, Open Table, Culinary Skills, Culinary Travel, Customer Service, Credit, Creative Direction, Office Management, Event Management, Menu Development, Banquets, Restaurants, Fine Dining, Hospitality, Front Office, Hospitality Management, Budgets, Training, Contract Negotiation, Hotel Management
Education
California Culinary Academy
Present, Mastering Wine- In pursuit of becoming a Sommelier
Indiana University of Pennsylvania
Bachelors of Science, Hospitality Administration/Management
First Republic Bank June 2012 - Present
Astera Financial Group March 2008 - June 2012
Wells Fargo - The Private Bank September 2002 - March 2008
Golden Triangle Securities 1998 - 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management..., Wealth, Wealth Management, Management, Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds
Education
UC Berkeley CIMA 2004 — 2004
Certified Investment Management Analyst, Investment Consulting
Golden Gate University 1999 — 2002
Masters of Science in Finance, Finance/Financial Planning
CSU Chico 1990 — 1994
BA Economics, Economics/Political Science
First Republic Bank June 2015 - Present
RiverRock Real Estate Group December 2014 - June 2015
Adecco Staffing, USA July 2014 - September 2014
California Polytechnic State University April 2014 - June 2014
Nominum August 2010 - September 2012
Skills
Microsoft Word, Facebook, Social Media, PowerPoint, OS X, Event Planning, Microsoft Excel, Microsoft Office
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)
California Polytechnic State University-San Luis Obispo 2008 — 2014
Bachelor of Science (B.S.), Biological Sciences
First Republic Bank April 2010 - Present
Santa Barbara Bank & Trust June 2007 - April 2010
City National Bank 2004 - 2007
Skills
Credit Analysis, Underwriting, Financial Analysis, Commercial Banking, Banking, Credit, Commercial Lending, Credit Risk, Portfolio Management, Small Business Lending, Asset Based Lending, Lines Of Credit, Loans, Commercial Mortgages, Consumer Lending, Cash Flow Lending, Financial Risk, Middle Market, Cross Selling, Private Banking, Relationship Management, Capital Markets, Loan Origination, Financial Services, Treasury Management
Education
California State University-Northridge 1984 — 1989
B.S., Finance
First Charter Capital, Inc. 2004 - Present
First Citizens Bank February 2010 - November 2011
First Regional Bank April 2009 - January 2010
Apartment Association of Greater Los Angeles January 2007 - December 2008
First Republic Bank December 1986 - October 2004
United Financial Corporation January 1985 - December 1986
Atlantic Financial, FSB 1983 - 1985
San Francisco Bancorp.San Francisco, CA 1981 - 1983
Skills
Real Estate, Investments, Due Diligence, Investment Properties, Real Estate Economics, Valuation, Real Estate Development, Negotiation, Strategic Planning, Microsoft Excel, Real Estate Transactions, Mergers, New Business Development, Commercial Real Estate, Commercial Banking, Financial Services, Mergers & Acquisitions, Loans, Commercial Mortgages, Real Estate Financing
Education
California State University-Northridge 1977 — 1981
Bachelor of Science (BS), Business Administration/Finance
Taft High School
First Republic Bank May 2015 - Present
Freelance November 2014 - Present
Taproot Foundation January 2014 - Present
The ED Agency August 2011 - Present
AssetMark July 2014 - November 2014
Clean Power Finance March 2014 - June 2014
Enterprise Rent-A-Car March 2011 - December 2011
Citi November 2009 - September 2010
LA Times September 2004 - September 2009
Skills
PeopleSoft, Crystal Reports, Microsoft Office, Forecasting, Access, Customer Satisfaction, Sales, Microsoft Excel, Outlook, PowerPoint, Account Management, Strategy Execution, Financial Analysis, Business Strategy, Budgets, Operations Management, Data Analysis, Marketing Strategy, Marketing, Start-ups, Global Strategy, Global Operations, IT Management, Quantitative Analytics, Corporate Finance, Corporate Social..., Global Management, International Marketing, Analysis, CRM, Business Development, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Project Management, Finance, Market Research, Strategy, Strategic Planning, Business Planning, Competitive Analysis, Consulting, Investments, Entrepreneurship, Leadership, International Business, Economics, Market Analysis, Team Leadership
Education
Hult International Business School London 2012 — 2013
MBA, Business Administration and Management, General
California State University-Long Beach 2007 — 2010
BS, Economics
First Republic Bank September 2008 - Present
Tiburon Strategic Advisors 2007 - 2008
Paul Financial 2006 - 2007
Hertz Local Edition 2004 - 2006
Skills
Marketing, Market Research, Analysis, Data Analysis, Management, Research, Banking, Analytics, Project Management, Marketing Research, Retail Banking, Private Banking, Business Services, Mortgage Banking, Mortgage Lending, Customer Service, Customer Satisfaction, Compliance
Education
California State University-Chico 2000 — 2004
Media Arts
Università degli Studi di Torino 2003 — 2003
Semester Abroad
SolarCity April 2015 - Present
First Republic Bank August 2011 - April 2015
Mum's Home Sweet Home, Inc. & Mum's Home Sweet Home, Inc II June 2003 - January 2012
CE Capital (Singapore) February 2009 - March 2009
Gottschalks 2007 - 2007
Skills
Public Speaking, Process Improvement, Office Management, Microsoft Office, Account Reconciliation, Event Planning, Sales Operations, Marketing Strategy, Long-term Customer..., Private Banking
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science, Apparel Merchandising & Management
Comerica Bank December 2011 - Present
First Republic Bank June 2010 - December 2011
Comerica Bank July 2007 - May 2010
Skills
Negotiation, New Business Development, Senior Debt, Financial Modeling, Commercial Lending, Financial Analysis, Credit Analysis, Management, Mergers & Acquisitions, Credit, Banking, Risk Management, Portfolio Management, Credit Risk, Finance, Due Diligence, Forecasting
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.S., Finance
State of California March 2013 - Present
First Republic Bank August 2005 - July 2009
APL July 2000 - November 2004
Kaiser Permanente 1990 - 2000
US Army August 1981 - March 1988
US Navy November 1972 - August 1977
Skills
ITIL Foundations, CompTIA Network+..., Community College..., MCSE, Health Information..., CompTIA Project+
Education
Webster University 1985 — 1987
MA, Health Service Management
California State University-Chico 1977 — 1981
BA, Psychology
Farmers & Merchants Bank of Long Beach July 2013 - Present
First Republic Bank September 2011 - July 2013
American Security Bank April 2010 - August 2011
Pacific Mercantile Bank October 2008 - May 2010
Comerica October 1998 - October 2008
Imperial Bank 1998 - 2001
Skills
Credit Analysis, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
BA, Finance
First Republic Bank September 2015 - Present
First Republic Securities Corporation 2013 - Present
State Street January 2008 - February 2013
Union Graphics 2005 - 2007
Skills
Financial Accounting, Fund Accounting, Fund Administration, Accounting, Finance, Corporate Finance, Auditing, Financial Analysis, Bloomberg Terminal, Options, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Services, Securities, Series 7, FINRA, Valuation
Education
California State University-Chico 2003 — 2008
Bachelor of Science, Business Administration
Jesuit High School
San Francisco Federal Credit Union March 2012 - Present
First Republic Bank September 2011 - December 2011
Wells Fargo July 2008 - September 2011
24 Hour Fitness August 2005 - June 2008
Skills
Customer Service, Financial Analysis, Loans, Financial Services, Risk Management, Insurance, Relationship Management, Investments, Strategic Financial..., Credit Analysis
Education
City College of San Francisco
Certificate, Management and Supervision
California State University-Sacramento 2001 — 2003
First Republic Bank February 2011 - Present
Fosters Group August 2004 - January 2011
Transworld Systems 2001 - 2004
Fair Issac 1999 - 2001
Bank of America May 1989 - January 1999
Accelerated Information 1987 - 1989
Skills
Data Modeling, Business Objects, Databases, Business Intelligence, Data Warehousing, SSIS, T-SQL, Microsoft SQL Server, Business Analysis, ETL, SQL
Education
California State University-Sacramento 1983 — 1987
BS, Computer Science
First Republic Bank October 2011 - Present
Stone & Youngberg October 2006 - October 2011
Family Solutions June 2005 - August 2006
Butte County Office of Education May 2003 - June 2005
Skills
Asset Managment
Education
CSU Chico 2001 — 2003
BA, Child Development
First Republic Private Wealth Management June 2012 - Present
First Republic Bank July 2011 - June 2012
Tiffany & Co. November 2007 - July 2011
Skills
Customer Service, Data Analysis, Troubleshooting, Microsoft Office, Finance, Market Research, Retail, Sales, New Business Development, Process Improvement
Education
San Francisco State University, College of Business 2007 — 2010
Bachelor of Science, Business Administration (Concentration in International Business)
California Polytechnic State University-San Luis Obispo 2003 — 2006
Chemistry
The Abraaj Group January 2014 - Present
Simon Property Group September 2013 - December 2013
Stella & Dot May 2013 - August 2013
First Republic Bank July 2012 - May 2013
The Boston Consulting Group August 2010 - July 2012
Exploratorium 2009 - 2010
Reply! Incorporated 2009 - 2009
Hayward Police Department 2007 - 2008
Skills
Administrative..., Marketing, Training, Time Management, Management, Recruiting, Editing, Interviews, Human Resources, PowerPoint, Administrative..., Outlook, Customer Service
Education
California State University-Hayward 2003 — 2007
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Laval’s Pizza February 2005 - Present
First Republic Bank June 2009 - January 2010
Advanced Installation Services November 2006 - November 2008
City of Alameda March 1999 - August 2004
KTVU Channel 2 February 2003 - July 2003
Webvan June 1999 - August 2002
Safeway April 1994 - June 1998
Education
California State University-East Bay 1999 — 2003
Bachelor of Arts, Mass Communications/Broadcasting
Bishop O'Dowd High School 1991 — 1995
high school diploma, Geology, Music
First Republic Bank 2005 - Present
Union Bank 2003 - 2005
Education
California State University-Monterey Bay 1997 — 2001
BA
First Republic Bank December 2013 - Present
Thomson Reuters June 2012 - November 2013
Thomson Reuters June 2011 - August 2011
Thomson Reuters May 2010 - August 2010
Skills
Banking, Business Development, Financial Reporting, Relationship Management, Leadership, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Financial Analysis, Investments, Analysis, Management, Research
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science, Cum Laude
Westhill High School 2004 — 2008
High School Diploma, General Education, Graduate with Honors
First Republic Bank February 2015 - Present
First Republic Bank September 2011 - Present
Union Bank August 2007 - September 2011
US Bank formerly Pacific National Bank 2005 - 2006
US Bank formerly Pacific National Bank 2005 - 2006
Citibank January 1995 - May 2005
Skills
Risk Management, Bank Secrecy Act, Financial Risk, Banking, Operational Risk, AML, Anti Money Laundering, KYC, Operational Risk..., USA PATRIOT Act, Fraud, OFAC, Enterprise Risk..., Management, Fraud Detection, Risk Assessment, Due Diligence, Transaction Processing, Financial Transactions, Certified Anti-Money..., Risk Analysis
Education
Cal. State Hayward 1998 — 2003
Bachelor of Science Finance, Finance, General
California State University-East Bay 1998 — 2003
Bachelor of Science, Finance
East West Bank October 2014 - Present
First Republic Bank July 2012 - October 2014
Comerica Bank May 2011 - July 2012
Wells Fargo 2010 - 2011
Verizon Wireless 2005 - 2010
Skills
Credit Analysis, Venture Capital, Private Equity, Risk Management, Compliance, Loans, Credit, Credit Risk, Underwriting, Lines Of Credit, Banking, Equities
Education
California State University-Sacramento
BA, Economics
First Republic Bank August 2013 - Present
First Republic Bank July 2007 - August 2013
Skills
Credit, Banking, Retail Banking, Private Banking, Financial Analysis, Consumer Lending, Credit Analysis, Mortgage Lending, Commercial Lending, Investments, Finance, Relationship Management, Loans, Financial Modeling, Commercial Banking, CRM
Education
California State University-Hayward
Bachelor's degree, Finance, General
Umpqua Bank June 2013 - Present
First Republic Bank April 2011 - June 2013
Orange County Business Bank July 2008 - April 2010
First Horizon Construction Lending June 2007 - April 2008
California National Bank October 2002 - May 2007
Skills
Loans, Portfolio Management, Credit, Finance, Underwriting
Education
California State University-Long Beach 1982 — 1985
Bachelor of Science (B.S.), Business; Finance
Federal Reserve Bank of San Francisco April 2007 - Present
Federal Reserve Bank of San Francisco July 2002 - March 2007
First Republic Bank May 2001 - April 2002
Alterego Networks Ltd September 2000 - March 2001
Risk Management Solutions October 1999 - September 2000
San Jose Mercury News August 1997 - October 1999
Skills
Information Security, Security, Firewalls, Disaster Recovery, Databases
Education
Cal State Hayward 2001 — 2007
MBA, Computer Information Systems
University of Hawaii at Manoa 1997 — 2000
BA, Management Information Systems
First Republic Bank January 2015 - Present
Barclays June 2012 - January 2015
Beecher Investment June 2000 - May 2010
Goldman Sachs May 1993 - September 1997
Education
Brigham Young University 1988 — 1994
MBA, Finance
First Republic Bank June 2009 - Present
Wells Fargo Bank August 2005 - June 2009
Skills
Banking, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Consumer Lending, Credit, Private Banking, Loan Origination, Cash Management, Relationship Management, Corporate Finance, Mortgage Banking, Credit Analysis, Commercial Mortgages, Portfolio Management, Treasury Management, Mortgage Lending, Retail Banking, Wealth Management, Credit Risk, Deposits, Cross Selling, Financial Risk, Finance, Lines Of Credit, Core Banking, Payments, Funding, Investments, Capital Markets, Strategic Financial..., Financial Analysis, Asset Management, Risk Management
Education
California State University-Northridge 2005 — 2007
B.A., Political Science
Pacific Palisades Charter High School 1997 — 2001
Diploma
Bank of the West 2015 - Present
Patelco Credit Union 2014 - 2015
First Republic Bank 2013 - 2014
Chevron Federal Credit Union 2007 - 2012
Kaiperm Federal Credit Union 2000 - 2007
Fremont Bank 1991 - 2000
Skills
OFAC, BSA/AML/OFAC Compliance..., Bank Secrecy Act, Leadership, Risk Management, Operations Management, Consumer Lending, Strategic Planning, Process Improvement, Mortgage Banking, Retail Banking, Vendor Management, Call Center, Branch Management, Customer Service, Credit, Credit Unions, Fraud, Banking
Education
California State University-East Bay
Business Administration, Marketing Management
First Republic Bank October 2011 - Present
City of Alameda October 1998 - July 2011
James Moore & Associates July 1996 - October 1998
Alameda Unified School District September 1995 - June 1996
Bevilacqua Knight, Inc August 1992 - September 1995
Deloitte May 1985 - August 1992
Skills
Accounts Payable, Budgets, Microsoft Excel, Payroll, PowerPoint, Proofreading, Spreadsheets, Banking, Administrative..., Customer Service, Outlook, Integration, Microsoft Word, Program Management, Project Management, Public Speaking, Team Building, Recruiting, Editing
Education
Brigham Young University 1996 — 2001
BA, General Studies, Graduated cum laude
First Republic Bank December 2012 - January 2014
Wells Fargo November 2010 - December 2012
Wells Fargo June 2008 - October 2010
Sprint Nextel 2003 - 2008
Education
California State University-Fullerton
Bachelor's Degree, Communications
First Republic Bank June 2015 - Present
First Republic Bank August 2013 - Present
JP Morgan Chase July 2009 - June 2013
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Small Business Lending, Loan Origination, Financial Analysis, Cash Management, Mortgage Banking, Cross Selling, Credit Cards, Deposits, Customer Service, Branch Banking
Education
California State University-Northridge 2008 — 2013
Bachelor of Business Administration (BBA), Business Law
First Republic Bank February 2013 - Present
American Honda Finance Corporation September 2012 - November 2012
Wells Fargo July 2006 - November 2010
Albertsons June 2005 - July 2006
Target August 2004 - June 2005
Skills
Sales, Training, Customer Service, Marketing, Loans, Research, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Real Estate, Leadership, Microsoft Word, Management, Event Planning, Social Media
Education
California State University-East Bay 2011 — 2012
B.A, Communications
Diablo Valley College
Associates, Communications
First Republic Bank February 2014 - Present
Wells Fargo April 2009 - February 2014
Wells Fargo 2005 - 2009
Wells Fargo 1998 - 2005
Skills
Consumer Lending, Loans, Credit, Cross Selling, Retail Banking, Commercial Banking, Relationship Management, Financial Services, Risk Management, Customer Service, Sales, Coaching, Branch Management, Training, Employee Training, Human Resources, Deposits, Onboarding
Education
Cal State Hayward 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Diablo Valley College
Bachelor of Science (BS), Business Administration and Management, General
First Republic Bank May 2006 - Present
Skills
Banking, Credit, Business Analysis, Risk Management, Financial Risk, Portfolio Management, Retail Banking, Relationship Management, Loans, Private Banking, Vendor Management, Mortgage Lending, Commercial Lending, Financial Analysis, Process Improvement, Finance, Analysis, Management, Leadership, Business Process, Business Process..., Strategy, Governance, SDLC, Business Intelligence, CRM, IT Strategy, IT Management, Cross-functional Team..., Information Technology, PMP, Integration, Business Continuity, Program Management
Education
California State University-Hayward
Bachelor of Science (BS), Business Administration and Management, General
First Republic Bank December 2013 - Present
Associated Students, Inc.-Cal Poly San Luis Obispo January 2011 - October 2013
SESLOC Federal Credit Union April 2006 - December 2010
Famous Footwear February 2002 - April 2006
Skills
Microsoft Excel, Microsoft Word, Accounting, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1999 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
First Republic Bank November 2011 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo Advisors October 2007 - December 2009
Wells Fargo March 2005 - October 2007
Lucasfilm February 2001 - March 2005
Aspen Music Festival and School May 1997 - September 2000
New World Symphony August 1999 - June 2000
Skills
Loans, Mortgage Lending, Banking, Small Business Lending
Education
California State University-Chico 1993 — 1998
Bachelor of Arts (BA), Music
First Republic Bank June 2011 - Present
Chase May 2008 - May 2011
Education
CSU Chico 1988 — 1993
Bachelor of Science (B.S.), Business Marketing
Redwood High
First Republic Bank August 2013 - Present
Union Bank, N.A. March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Santa Barbara Bank & Trust June 2005 - March 2007
Skills
Accounting, Insurance, Mortgage Lending, Commercial Lending, SOX Compliancy, Compliance, Financial Analysis, Project Management, Investments, Flood Insurance, Problem Solving, Process Improvement, Banking, Cash Management, Quality Control, Auditing, Credit Analysis, Finance, Lines Of Credit, Commercial Banking
Education
UCSB 2010 — 2012
Certifcate, Accounting
UCSB 2008 — 2010
Cerificate, Financial Planning and Services
Cal Poly Pomona 2000 — 2004
Bachelor's degree
My Core Processing October 2013 - Present
Visa August 2007 - December 2008
First Republic Bank May 2006 - July 2007
World Savings November 2004 - April 2006
Washington Mutual Bank November 2000 - August 2004
Bank of America April 1995 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Time Management, Software Documentation
Education
California State University-Northridge 2000 — 2004
Bachelor's degree, Sociology
Los Angeles Valley College 1996 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Comerica Bank August 2014 - Present
Comerica Bank July 2013 - July 2014
Comerica Bank September 2012 - July 2013
First Republic Bank November 2010 - August 2012
Skills
Financial Analysis, Credit Analysis, Underwriting, Financial Modeling, Credit, Microsoft Office, Finance, Music, Banking, Commercial Banking, Credit Risk
Education
California State University-East Bay
Bachelor of Science (BS) and Bachelor of Arts (BA), Business Administration in Business Economics and Finance; and Music
First Republic Bank October 2013 - Present
Union Bank January 2013 - October 2013
Wells Fargo November 2011 - January 2013
Education
California State University-Sacramento 2009 — 2011
Bachelor of Arts (BA), History
Monterey Peninsula College 2006 — 2009
AA, Liberal Arts and Sciences/Liberal Studies