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
Employee
Years
Job
Industry
Eileen M. Rico, CIPP/US Eileen M. Rico, CIPP/US's First Republic Bank Experience October 1998 - July 2004
Job Senior Privacy Solutions Manager, CIPP/US at TRUSTe
Industry Internet
Experience
TRUSTe October 2004 - Present
First Republic Bank October 1998 - July 2004
Security Pacific Bank 1985 - 1989
Skills
Management, Mobile Devices, SaaS, E-commerce, Online Advertising, Privacy Law, Business Development, Online Marketing, Analytics, CRM, Leadership, Standards Compliance, Regulatory Compliance
Education
University of Phoenix 2000 — 2002
Information Technology
Chabot College 1997 — 1999
Liberal Arts and Sciences, General Studies and Humanities
Chabot College 1986 — 1987
General Education
TRUSTe October 2004 - Present
First Republic Bank October 1998 - July 2004
Security Pacific Bank 1985 - 1989
Skills
Management, Mobile Devices, SaaS, E-commerce, Online Advertising, Privacy Law, Business Development, Online Marketing, Analytics, CRM, Leadership, Standards Compliance, Regulatory Compliance
Education
University of Phoenix 2000 — 2002
Information Technology
Chabot College 1997 — 1999
Liberal Arts and Sciences, General Studies and Humanities
Chabot College 1986 — 1987
General Education
Eriasi Akridge Eriasi Akridge's First Republic Bank Experience April 2012 - August 2014
Job Vice President SBA Lending Group
Industry Banking
Experience
Pacific Premier Bank April 2015 - Present
First Republic Bank April 2012 - August 2014
Citibank September 2006 - September 2011
Union Bank of California December 2005 - September 2006
Bank of America November 2004 - October 2005
MetLife February 2002 - March 2004
AT&T Corp 1998 - 2001
Skills
Loans, Business Development, Mortgage Lending, Underwriting, Commercial Lending, Small Business Lending, Credit, Investments, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Portfolio Management, Sales, Commercial Mortgages, Lines Of Credit, Relationship Management
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Communications and Business
Pacific Premier Bank April 2015 - Present
First Republic Bank April 2012 - August 2014
Citibank September 2006 - September 2011
Union Bank of California December 2005 - September 2006
Bank of America November 2004 - October 2005
MetLife February 2002 - March 2004
AT&T Corp 1998 - 2001
Skills
Loans, Business Development, Mortgage Lending, Underwriting, Commercial Lending, Small Business Lending, Credit, Investments, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Portfolio Management, Sales, Commercial Mortgages, Lines Of Credit, Relationship Management
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Communications and Business
Ivania Velez Ivania Velez's First Republic Bank Experience 2005 - 2013
Job Banking Professional
Industry Banking
Experience
Bank of America September 2014 - Present
Wag Hotels December 2013 - September 2014
First Republic Bank 2005 - 2013
U.S. Bank 2000 - 2005
Skills
Banking, Retail Banking, Deposits, Private Banking, Branch Banking, AML, Customer Service, KYC, Operational Risk, Bank Secrecy Act, Microsoft Excel, Cash Management, Loans, Commercial Banking, ACH, Money Market, Cash, Personal Banking, Cross Selling, Credit
Education
City College of San Francisco 2001 — 2005
Business Administration and Management, General
Skyline College
Allied Health Diagnostic, Intervention, and Treatment Professions
Bank of America September 2014 - Present
Wag Hotels December 2013 - September 2014
First Republic Bank 2005 - 2013
U.S. Bank 2000 - 2005
Skills
Banking, Retail Banking, Deposits, Private Banking, Branch Banking, AML, Customer Service, KYC, Operational Risk, Bank Secrecy Act, Microsoft Excel, Cash Management, Loans, Commercial Banking, ACH, Money Market, Cash, Personal Banking, Cross Selling, Credit
Education
City College of San Francisco 2001 — 2005
Business Administration and Management, General
Skyline College
Allied Health Diagnostic, Intervention, and Treatment Professions
Elodie Lorenz Elodie Lorenz's First Republic Bank Experience June 2015 - Present
Job Lending Business Process Design Manager at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank June 2015 - Present
Bank of America October 2011 - April 2015
Bank of America June 2010 - October 2011
The Walt Disney Company June 2008 - June 2010
Countrywide Financial Corp March 2002 - December 2007
Countrywide Financial Corporation March 2002 - June 2004
Ceira Technologies March 2000 - March 2002
Deloitte & Touche September 1994 - March 2000
Skills
Business Process..., Financial Services, Business Analysis, Mortgage Lending, SDLC, Process Improvement, Requirements Analysis, Program Management, Business Intelligence, Project Management, Business Development, ITIL, Management, Leadership, Strategy, Business Process, Software Documentation, ERP, Business Requirements, Team Leadership, Project Portfolio...
Education
University of Southern California - Marshall School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
Davidson College
Bachelor's Degree
San Diego State University-California State University
MA
First Republic Bank June 2015 - Present
Bank of America October 2011 - April 2015
Bank of America June 2010 - October 2011
The Walt Disney Company June 2008 - June 2010
Countrywide Financial Corp March 2002 - December 2007
Countrywide Financial Corporation March 2002 - June 2004
Ceira Technologies March 2000 - March 2002
Deloitte & Touche September 1994 - March 2000
Skills
Business Process..., Financial Services, Business Analysis, Mortgage Lending, SDLC, Process Improvement, Requirements Analysis, Program Management, Business Intelligence, Project Management, Business Development, ITIL, Management, Leadership, Strategy, Business Process, Software Documentation, ERP, Business Requirements, Team Leadership, Project Portfolio...
Education
University of Southern California - Marshall School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
Davidson College
Bachelor's Degree
San Diego State University-California State University
MA
Arnold Lee Arnold Lee's First Republic Bank Experience October 2014 - Present
Job Student at San Francisco State University
Industry
Experience
First Republic Bank October 2014 - Present
Asian, Inc. January 2013 - May 2013
Agape Community Center October 2006 - May 2013
Skills
Social Media, Tutoring, Lesson Planning, Community Development, Public Speaking, Nonprofits, PowerPoint, Microsoft Office, Social Media Marketing, Interpersonal..., Teaching
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Communication Studies
City College of San Francisco 2008 — 2012
First Republic Bank October 2014 - Present
Asian, Inc. January 2013 - May 2013
Agape Community Center October 2006 - May 2013
Skills
Social Media, Tutoring, Lesson Planning, Community Development, Public Speaking, Nonprofits, PowerPoint, Microsoft Office, Social Media Marketing, Interpersonal..., Teaching
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Communication Studies
City College of San Francisco 2008 — 2012
Derrick Schoening Derrick Schoening's First Republic Bank Experience February 2015 - Present
Job Online Banking Supervisor at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - February 2015
First Republic Bank June 2012 - November 2013
Lupicia Fresh Tea October 2011 - June 2012
California Academy of Sciences May 2011 - August 2011
JPMorgan Chase April 2007 - June 2009
Skills
Customer Service, Team Leadership, Training, Management, Employee Relations, Banking, Retail Banking, Customer Relations, Post-sales Support, Project Management, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Public Speaking, Retail, Social Networking, Team Management
Education
San Francisco State University 2009 — 2011
Bachelor's Degree, Criminal Justice
College of Marin 2006 — 2009
Transfered to San Francisco State University, Criminal Justice & Economics
Redwood High School 2002 — 2006
High School Diploma, General Education
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - February 2015
First Republic Bank June 2012 - November 2013
Lupicia Fresh Tea October 2011 - June 2012
California Academy of Sciences May 2011 - August 2011
JPMorgan Chase April 2007 - June 2009
Skills
Customer Service, Team Leadership, Training, Management, Employee Relations, Banking, Retail Banking, Customer Relations, Post-sales Support, Project Management, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Public Speaking, Retail, Social Networking, Team Management
Education
San Francisco State University 2009 — 2011
Bachelor's Degree, Criminal Justice
College of Marin 2006 — 2009
Transfered to San Francisco State University, Criminal Justice & Economics
Redwood High School 2002 — 2006
High School Diploma, General Education
Matthew Simas, MS, CFE Matthew Simas, MS, CFE's First Republic Bank Experience September 2015 - Present
Job Special Agent and Economic Crimes Coordinator at United States Army Criminal Investigation Command
Industry Military
Experience
First Republic Bank September 2015 - Present
United States Army Criminal Investigation Command July 2011 - Present
Windsor Police Department December 2014 - August 2015
Department of the Army June 2008 - June 2011
Skills
Criminal Investigations, Investigation, Regulatory Compliance, Internal Controls, Risk Management, Crime Prevention, Intelligence Analysis, Risk Assessment, Military, Law Enforcement..., Counterterrorism, Police, Interrogation, Enforcement, Homeland Security, Federal Law Enforcement, Certified Fraud Examiner, Physical Security, Army, Force Protection, HUMINT, Intelligence, Financial Crimes..., Security, Fraud Detection, Business Management, Tactics, Evidence, Personal Protection, Investigations, Interviewing, Interrogation Techniques, Event Management, Hard Worker, Team Motivator, Fraud, Firearms, Surveillance, Criminal Justice, Weapons, Security Training, Protection, Personal Security, Internal Investigations, Personnel Security, Security Clearance, Private Investigations, Patrol, Evidence Collection, Background Checks
Education
Columbia Southern University 2008 — 2011
Masters of Art, Criminal Justice Administration
Rhode Island College 2003 — 2008
Bachelor of Art, Criminal Justice
Defense Acquisition University
Contracts
First Republic Bank September 2015 - Present
United States Army Criminal Investigation Command July 2011 - Present
Windsor Police Department December 2014 - August 2015
Department of the Army June 2008 - June 2011
Skills
Criminal Investigations, Investigation, Regulatory Compliance, Internal Controls, Risk Management, Crime Prevention, Intelligence Analysis, Risk Assessment, Military, Law Enforcement..., Counterterrorism, Police, Interrogation, Enforcement, Homeland Security, Federal Law Enforcement, Certified Fraud Examiner, Physical Security, Army, Force Protection, HUMINT, Intelligence, Financial Crimes..., Security, Fraud Detection, Business Management, Tactics, Evidence, Personal Protection, Investigations, Interviewing, Interrogation Techniques, Event Management, Hard Worker, Team Motivator, Fraud, Firearms, Surveillance, Criminal Justice, Weapons, Security Training, Protection, Personal Security, Internal Investigations, Personnel Security, Security Clearance, Private Investigations, Patrol, Evidence Collection, Background Checks
Education
Columbia Southern University 2008 — 2011
Masters of Art, Criminal Justice Administration
Rhode Island College 2003 — 2008
Bachelor of Art, Criminal Justice
Defense Acquisition University
Contracts
LaToya Adkins LaToya Adkins's First Republic Bank Experience 2004 - 2007
Job Credit Analyst at Bank of Marin
Industry Banking
Experience
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Miles Deamer's First Republic Bank Experience October 2013 - June 2014
Job Operations Manager at LendingHome Corporation
Industry Real Estate
Experience
LendingHome Corporation June 2014 - Present
LendingHome Corporation June 2014 - January 2015
First Republic Bank October 2013 - June 2014
First Republic Bank February 2012 - October 2013
Sunrise Mortgage & Investment Co. June 2011 - August 2011
USC Credit Union August 2010 - May 2011
USC Club Water Polo October 2010 - March 2011
Sands Investment Group May 2010 - September 2010
Premiere Estates Auction Company June 2009 - December 2009
Skills
Real Estate Economics, Real Estate Financing, Loans, Real Estate Transactions, Loan Modifications, Mortgage Lending, Commercial Real Estate..., Appraisals, Real Estate
Education
USC 2008 — 2011
Bachelor of Science (BS), Real Estate
Citrus College 2007 — 2008
Business Administration, Management and Operations
SPHA
LendingHome Corporation June 2014 - Present
LendingHome Corporation June 2014 - January 2015
First Republic Bank October 2013 - June 2014
First Republic Bank February 2012 - October 2013
Sunrise Mortgage & Investment Co. June 2011 - August 2011
USC Credit Union August 2010 - May 2011
USC Club Water Polo October 2010 - March 2011
Sands Investment Group May 2010 - September 2010
Premiere Estates Auction Company June 2009 - December 2009
Skills
Real Estate Economics, Real Estate Financing, Loans, Real Estate Transactions, Loan Modifications, Mortgage Lending, Commercial Real Estate..., Appraisals, Real Estate
Education
USC 2008 — 2011
Bachelor of Science (BS), Real Estate
Citrus College 2007 — 2008
Business Administration, Management and Operations
SPHA
Millie Obando Millie Obando's First Republic Bank Experience December 2010 - January 2012
Job Tax Administrator at Re:Sources
Industry Financial Services
Experience
Re:Sources August 2012 - Present
First Republic Bank December 2010 - January 2012
Ameritrust Mortgage Bankers, Inc. December 2008 - December 2010
World Alliance Financial June 2006 - June 2008
Cliffco Mortgage Bankers/Forward Reverse Funding November 2004 - June 2006
Cliffco Mortgage Bankers February 2003 - November 2004
GE Financial April 1997 - February 2003
American Mayflower Life Insurance April 1995 - April 1997
Skills
Management, Policy Analysis, Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Banking, New Business Development, Loan Origination, Access, Real Estate, FHA, Leadership, Reverse Mortgages, Microsoft Excel, Refinance
Education
Keller Graduate School of Management 2010 — 2013
Masters, Business Management/ Project Management
DeVry Institute of Technology 2004 — 2006
B.A, Business Administration and Business Information Systems
Computer Career Center 2003 — 2004
Networking Specialist
Re:Sources August 2012 - Present
First Republic Bank December 2010 - January 2012
Ameritrust Mortgage Bankers, Inc. December 2008 - December 2010
World Alliance Financial June 2006 - June 2008
Cliffco Mortgage Bankers/Forward Reverse Funding November 2004 - June 2006
Cliffco Mortgage Bankers February 2003 - November 2004
GE Financial April 1997 - February 2003
American Mayflower Life Insurance April 1995 - April 1997
Skills
Management, Policy Analysis, Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Banking, New Business Development, Loan Origination, Access, Real Estate, FHA, Leadership, Reverse Mortgages, Microsoft Excel, Refinance
Education
Keller Graduate School of Management 2010 — 2013
Masters, Business Management/ Project Management
DeVry Institute of Technology 2004 — 2006
B.A, Business Administration and Business Information Systems
Computer Career Center 2003 — 2004
Networking Specialist
Brian Palter's First Republic Bank Experience January 2000 - January 2001
Job Banking Management Professional
Industry Banking
Experience
Banking Management Professional April 2011 - Present
First National Bank of Northern California April 2002 - December 2010
California Federal Bank February 2001 - February 2002
First Republic Bank January 2000 - January 2001
Wells Fargo March 1998 - January 2000
Skills
Act software, Guest speaking, Excellent time..., Business lending, Consumer Lending, Time management, Excellent customer base, Financial Analysis, Proven track record, Loan recommendations, Sourcing New Business, Loans, Business Development, Public Speaking, Small Business Lending, Commercial Lending, Loan Origination, Commercial Mortgages, Credit, Lines Of Credit, Commercial Banking, Sales, Leadership, Portfolio Management, New Business Development, Banking, Cross Selling, Credit Risk, Finance, Credit Analysis, Real Estate, Branch Management, Mortgage Lending, Management, Marketing, Retail Banking, Branch Banking, SBA, Asset Based Lending, Refinance, Deposits, Wealth Management, Time Management, ACT!
Education
College of San Mateo 1986 — 1988
Business and general education
Banking Management Professional April 2011 - Present
First National Bank of Northern California April 2002 - December 2010
California Federal Bank February 2001 - February 2002
First Republic Bank January 2000 - January 2001
Wells Fargo March 1998 - January 2000
Skills
Act software, Guest speaking, Excellent time..., Business lending, Consumer Lending, Time management, Excellent customer base, Financial Analysis, Proven track record, Loan recommendations, Sourcing New Business, Loans, Business Development, Public Speaking, Small Business Lending, Commercial Lending, Loan Origination, Commercial Mortgages, Credit, Lines Of Credit, Commercial Banking, Sales, Leadership, Portfolio Management, New Business Development, Banking, Cross Selling, Credit Risk, Finance, Credit Analysis, Real Estate, Branch Management, Mortgage Lending, Management, Marketing, Retail Banking, Branch Banking, SBA, Asset Based Lending, Refinance, Deposits, Wealth Management, Time Management, ACT!
Education
College of San Mateo 1986 — 1988
Business and general education
Sydney La Londe's First Republic Bank Experience August 2015 - Present
Job Marketing at First Republic Bank
Industry Design
Experience
First Republic Bank August 2015 - Present
IDEO August 2014 - August 2015
Christie's August 2010 - August 2014
HL Group September 2009 - August 2010
Christie's, Haunch of Venison Gallery May 2009 - August 2009
Smithsonian Institution - Hirshhorn Museum August 2008 - December 2008
Smithsonian Institution - Archives of American Art May 2007 - August 2007
Education
Georgetown University
Master of Arts (M.A.), Art & Museum Studies
Sotheby's Institute of Art
Certificate, Decorative Art & Design - London
Connecticut College
Bachelor of Arts (B.A.), Art History
San Francisco University High School
First Republic Bank August 2015 - Present
IDEO August 2014 - August 2015
Christie's August 2010 - August 2014
HL Group September 2009 - August 2010
Christie's, Haunch of Venison Gallery May 2009 - August 2009
Smithsonian Institution - Hirshhorn Museum August 2008 - December 2008
Smithsonian Institution - Archives of American Art May 2007 - August 2007
Education
Georgetown University
Master of Arts (M.A.), Art & Museum Studies
Sotheby's Institute of Art
Certificate, Decorative Art & Design - London
Connecticut College
Bachelor of Arts (B.A.), Art History
San Francisco University High School
Francisca Cortes's First Republic Bank Experience March 2015 - Present
Job KYC Generalist at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
Bank of America 2006 - October 2013
Bofa 1998 - 2006
Bofa 1997 - 1998
Skills
Microsoft Excel, Spanish, French, Strong Customer Service..., Fraud Investigations, Financial Reporting, Excel, Outlook, Time Management, Microsoft Word, PowerPoint, Risk Management, Lotus Notes, RightFax
Education
Immaculate Conception Academy 1989 — 1993
Highschool Diploma, Liberal Arts and Sciences/Liberal Studies
City College of San Francisco
First Republic Bank March 2015 - Present
Bank of America 2006 - October 2013
Bofa 1998 - 2006
Bofa 1997 - 1998
Skills
Microsoft Excel, Spanish, French, Strong Customer Service..., Fraud Investigations, Financial Reporting, Excel, Outlook, Time Management, Microsoft Word, PowerPoint, Risk Management, Lotus Notes, RightFax
Education
Immaculate Conception Academy 1989 — 1993
Highschool Diploma, Liberal Arts and Sciences/Liberal Studies
City College of San Francisco
David Ryan's First Republic Bank Experience February 2005 - February 2008
Job VP, Relationship Manager Business Banking Group at Mechanics Bank
Industry Banking
Experience
Mechanics Bank May 2015 - Present
City National Bank February 2009 - May 2015
Wachovia Wealth Management, Inc. February 2008 - February 2009
First Republic Bank February 2005 - February 2008
Wells Fargo Bank, Union Square, San Francisco February 2003 - February 2005
Citi June 1999 - December 2002
Skills
Team Building, Microsoft Office, Loans, CRM, Business Development, Banking, Commercial Banking, Financial Services, Management, Credit Analysis, Treasury Management, Private Equity, Mergers & Acquisitions, Marketing Strategy, Marketing, Lines Of Credit, Commercial Lending, Credit, Cash Management, Private Banking, Wealth Management, Small Business, Small Business Lending, Real Estate
Education
State University of New York Empire State College 2007 — 2010
Business, Management and Economics, Business, Management and Economics
Chapman University 2006 — 2007
CTP, Certified Treasury Professional
Dublin Institute of Technology 1995 — 1999
Architecture, Architecture
Mechanics Bank May 2015 - Present
City National Bank February 2009 - May 2015
Wachovia Wealth Management, Inc. February 2008 - February 2009
First Republic Bank February 2005 - February 2008
Wells Fargo Bank, Union Square, San Francisco February 2003 - February 2005
Citi June 1999 - December 2002
Skills
Team Building, Microsoft Office, Loans, CRM, Business Development, Banking, Commercial Banking, Financial Services, Management, Credit Analysis, Treasury Management, Private Equity, Mergers & Acquisitions, Marketing Strategy, Marketing, Lines Of Credit, Commercial Lending, Credit, Cash Management, Private Banking, Wealth Management, Small Business, Small Business Lending, Real Estate
Education
State University of New York Empire State College 2007 — 2010
Business, Management and Economics, Business, Management and Economics
Chapman University 2006 — 2007
CTP, Certified Treasury Professional
Dublin Institute of Technology 1995 — 1999
Architecture, Architecture
Renzo Lujan's First Republic Bank Experience October 2014 - Present
Job Assistant Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2014 - Present
First Republic Bank May 2011 - October 2014
First Republic Bank August 2009 - May 2011
Citi July 2007 - August 2009
Washington Mutual Bank March 2005 - July 2007
Washington Mutual Bank May 2004 - March 2005
Washington Mutual Bank August 2003 - May 2004
Skills
Banking, Finance, Customer Service, Loans, Business Development, Management, Commercial Banking, Financial Services, Private Banking, Sales, Investments, Consumer Lending, Credit, Relationship Management, Portfolio Management, Small Business Lending, Mortgage Lending, Retail Banking, Small Business, Loan Origination, Commercial Lending, New Business Development, Lines Of Credit
Education
UC Berkeley 2013 — 2016
Professional Certificate, Business Administration
City College of San Francisco
Lowell
First Republic Bank October 2014 - Present
First Republic Bank May 2011 - October 2014
First Republic Bank August 2009 - May 2011
Citi July 2007 - August 2009
Washington Mutual Bank March 2005 - July 2007
Washington Mutual Bank May 2004 - March 2005
Washington Mutual Bank August 2003 - May 2004
Skills
Banking, Finance, Customer Service, Loans, Business Development, Management, Commercial Banking, Financial Services, Private Banking, Sales, Investments, Consumer Lending, Credit, Relationship Management, Portfolio Management, Small Business Lending, Mortgage Lending, Retail Banking, Small Business, Loan Origination, Commercial Lending, New Business Development, Lines Of Credit
Education
UC Berkeley 2013 — 2016
Professional Certificate, Business Administration
City College of San Francisco
Lowell
Abby Greenberg Abby Greenberg's First Republic Bank Experience July 2013 - August 2015
Job Inside Channel Account Manager at Aruba Networks, an HP company
Industry Computer Networking
Experience
Aruba Networks, an HP company September 2015 - Present
First Republic Bank July 2013 - August 2015
Skills
Entrepreneurship, Sales, Marketing, Social Media, Social Networking, Social Media Marketing, Event Planning, Leadership, Marketing Strategy, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor's Degree, Business Administration concentrating in Marketing and Entrepreneurship
Copenhagen Business School 2012 — 2012
Marketing and Entrepreneurship
Aruba Networks, an HP company September 2015 - Present
First Republic Bank July 2013 - August 2015
Skills
Entrepreneurship, Sales, Marketing, Social Media, Social Networking, Social Media Marketing, Event Planning, Leadership, Marketing Strategy, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor's Degree, Business Administration concentrating in Marketing and Entrepreneurship
Copenhagen Business School 2012 — 2012
Marketing and Entrepreneurship
Eva Woo Eva Woo's First Republic Bank Experience July 2014 - January 2015
Job Scientific Program and Meetings Administrative Assistant at International Council of Ophthalmology
Industry Nonprofit Organization Management
Experience
International Council of Ophthalmology January 2015 - Present
First Republic Bank July 2014 - January 2015
Society of Wine Educators June 2013 - March 2014
The College of Wooster August 2012 - May 2013
The College of Wooster May 2011 - May 2013
The College of Wooster August 2012 - December 2012
The Ohio Light Opera June 2012 - August 2012
The College of Wooster January 2012 - May 2012
The College of Wooster August 2011 - December 2011
Skills
Microsoft Word, Editing, Proofreading, Typing, Microsoft Office, Google Apps, Nonprofits, Customer Service, Salesforce.com, Violin, Music, Calligraphy, Lettering, Drawing, Art, Piano, Painting, Research
Education
The College of Wooster 2010 — 2013
Bachelor of Arts (B.A.), Music, Violin
City College of San Francisco 2009 — 2010
San Francisco School of the Arts 2005 — 2009
High School Diploma, Orchestra, Violin
International Council of Ophthalmology January 2015 - Present
First Republic Bank July 2014 - January 2015
Society of Wine Educators June 2013 - March 2014
The College of Wooster August 2012 - May 2013
The College of Wooster May 2011 - May 2013
The College of Wooster August 2012 - December 2012
The Ohio Light Opera June 2012 - August 2012
The College of Wooster January 2012 - May 2012
The College of Wooster August 2011 - December 2011
Skills
Microsoft Word, Editing, Proofreading, Typing, Microsoft Office, Google Apps, Nonprofits, Customer Service, Salesforce.com, Violin, Music, Calligraphy, Lettering, Drawing, Art, Piano, Painting, Research
Education
The College of Wooster 2010 — 2013
Bachelor of Arts (B.A.), Music, Violin
City College of San Francisco 2009 — 2010
San Francisco School of the Arts 2005 — 2009
High School Diploma, Orchestra, Violin
Martin D Standish, CFA, CAIA Martin D Standish, CFA, CAIA's First Republic Bank Experience 1985 - 1988
Job Senior Investment Strategist at Comerica Wealth Management
Industry Investment Management
Experience
Comerica Wealth Management October 2014 - Present
The Bahnsen Group, Morgan Stanley Wealth Management December 2013 - October 2014
New England Securities March 2011 - December 2013
Macquarie Funds Group (Macquaries acquisition of Allegiance Capital in 2009) 1997 - August 2010
Highmark Capital Management (asset management division of Union Bank) 1992 - 1998
Security Pacific Bank 1988 - 1990
First Republic Bank 1985 - 1988
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Estate Planning, Series 7, Investment Advisory, Business Analysis, Managed Money, Insurance, Wealth Preservation..., Retirement Income..., Financial Planning, Equities, Fixed Income, Retirement, Asset Managment, Wealth, Strategic Financial...
Education
University of Texas at Dallas - Naveen Jindal School of Management 1986 — 1989
MBA, Finance
Colorado State University 1979 — 1984
BS, Finance and Real Estate
Comerica Wealth Management October 2014 - Present
The Bahnsen Group, Morgan Stanley Wealth Management December 2013 - October 2014
New England Securities March 2011 - December 2013
Macquarie Funds Group (Macquaries acquisition of Allegiance Capital in 2009) 1997 - August 2010
Highmark Capital Management (asset management division of Union Bank) 1992 - 1998
Security Pacific Bank 1988 - 1990
First Republic Bank 1985 - 1988
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Estate Planning, Series 7, Investment Advisory, Business Analysis, Managed Money, Insurance, Wealth Preservation..., Retirement Income..., Financial Planning, Equities, Fixed Income, Retirement, Asset Managment, Wealth, Strategic Financial...
Education
University of Texas at Dallas - Naveen Jindal School of Management 1986 — 1989
MBA, Finance
Colorado State University 1979 — 1984
BS, Finance and Real Estate
Loren Grant; MBA Loren Grant; MBA's First Republic Bank Experience June 2014 - Present
Job Tallent Space Consultant Sr. EDD/CDD Investigator + AML Enterprise Risk Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2014 - Present
LPL Financial June 2014 - August 2014
Union Bank January 2014 - May 2014
Union Bank January 2013 - December 2013
LG Consulting, Inc. April 2007 - December 2013
Union Bank July 2012 - December 2012
Union Bank February 2010 - May 2012
M Squared Consulting 2009 - 2009
First Republic Bank 2009 - 2009
Barclays Capital 2008 - 2008
Skills
Risk Management, Banking, AML, Financial Services, KYC, Financial Risk, Securities, Due Diligence, Finance, Portfolio Management, Business Analysis, Analysis, Process Improvement, Fraud, Mergers & Acquisitions, Leadership, Enterprise Risk..., Investments, Trading, Credit, Equities, Auditing, Management, Executive Management, Credit Risk, Capital Markets, Asset Managment, Asset Management, Financial Analysis, Loans, Operational Risk, Anti Money Laundering
Education
Southern Connecticut State University 1998 — 2000
MBA, Post Graduate Studies
Columbia Union College 1993 — 1995
BS, Business Administration
First Republic Bank June 2014 - Present
LPL Financial June 2014 - August 2014
Union Bank January 2014 - May 2014
Union Bank January 2013 - December 2013
LG Consulting, Inc. April 2007 - December 2013
Union Bank July 2012 - December 2012
Union Bank February 2010 - May 2012
M Squared Consulting 2009 - 2009
First Republic Bank 2009 - 2009
Barclays Capital 2008 - 2008
Skills
Risk Management, Banking, AML, Financial Services, KYC, Financial Risk, Securities, Due Diligence, Finance, Portfolio Management, Business Analysis, Analysis, Process Improvement, Fraud, Mergers & Acquisitions, Leadership, Enterprise Risk..., Investments, Trading, Credit, Equities, Auditing, Management, Executive Management, Credit Risk, Capital Markets, Asset Managment, Asset Management, Financial Analysis, Loans, Operational Risk, Anti Money Laundering
Education
Southern Connecticut State University 1998 — 2000
MBA, Post Graduate Studies
Columbia Union College 1993 — 1995
BS, Business Administration
Ariane Smith, CRCM Ariane Smith, CRCM's First Republic Bank Experience March 2015 - Present
Job Director, Governance and Monitoring at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
Federal Reserve Bank of San Francisco 2008 - March 2015
Federal Reserve Bank of San Francisco 2003 - 2008
Federal Reserve Bank of San Francisco 2001 - 2003
Federal Reserve Bank of San Francisco 1999 - 2001
Federal Reserve Board 1996 - 1999
Federal Reserve Bank of Minneapolis 1994 - 1996
Hennepin County 1993 - 1994
Skills
Compliance, Internal Controls, Risk Management, Risk Assessment, CRCM, Management, Financial Risk, Banking, AML, Regulations, Operational Risk
Education
Pacific Coast Banking School at the University of Washington 2002 — 2004
University of Minnesota Law School 1990 — 1993
J.D.
Carleton College 1985 — 1989
B.A., French Literature; Concentration - Political Economy
First Republic Bank March 2015 - Present
Federal Reserve Bank of San Francisco 2008 - March 2015
Federal Reserve Bank of San Francisco 2003 - 2008
Federal Reserve Bank of San Francisco 2001 - 2003
Federal Reserve Bank of San Francisco 1999 - 2001
Federal Reserve Board 1996 - 1999
Federal Reserve Bank of Minneapolis 1994 - 1996
Hennepin County 1993 - 1994
Skills
Compliance, Internal Controls, Risk Management, Risk Assessment, CRCM, Management, Financial Risk, Banking, AML, Regulations, Operational Risk
Education
Pacific Coast Banking School at the University of Washington 2002 — 2004
University of Minnesota Law School 1990 — 1993
J.D.
Carleton College 1985 — 1989
B.A., French Literature; Concentration - Political Economy
Reema Ahluwalia's First Republic Bank Experience August 2001 - April 2002
Job Vice President / Branch Manager at Union Bank
Industry Banking
Experience
Union Bank March 2006 - Present
First Bank April 2002 - March 2006
First Republic Bank August 2001 - April 2002
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Consumer Lending, Mortgage Lending
Education
Delhi University
Union Bank March 2006 - Present
First Bank April 2002 - March 2006
First Republic Bank August 2001 - April 2002
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Consumer Lending, Mortgage Lending
Education
Delhi University
Sara Kurth Sara Kurth's First Republic Bank Experience January 2002 - Present
Job Risk Training and Communication | Enterprise Risk Management Program Development and Facilitation
Industry Banking
Experience
First Republic Bank January 2002 - Present
The Hollywood Reporter January 1998 - July 1998
Skills
Enterprise Risk..., Fraud, Risk Assessment, Operational Risk..., Risk Management, Banking, Process Improvement, Internal Controls, Strategy, Editing, Drafting Policies, Procedure Development, Governance, Fraud Investigation, Online Community..., Corporate Social Media, Training Course...
Education
William Mitchell College of Law 1998 — 2001
JD
Columbia College Chicago 1995 — 1998
BA, Media Management
First Republic Bank January 2002 - Present
The Hollywood Reporter January 1998 - July 1998
Skills
Enterprise Risk..., Fraud, Risk Assessment, Operational Risk..., Risk Management, Banking, Process Improvement, Internal Controls, Strategy, Editing, Drafting Policies, Procedure Development, Governance, Fraud Investigation, Online Community..., Corporate Social Media, Training Course...
Education
William Mitchell College of Law 1998 — 2001
JD
Columbia College Chicago 1995 — 1998
BA, Media Management
Christian Mora Christian Mora's First Republic Bank Experience August 2014 - Present
Job Information System Analyst at First Republic Bank
Industry Luxury Goods & Jewelry
Experience
First Republic Bank August 2014 - Present
Burberry June 2013 - August 2014
Amcom Software June 2012 - January 2013
Staples March 2009 - June 2012
Skills
IT consulting, Databases, Networking, Computer Hardware, Software Installation, Troubleshooting, Problem Solving, Computer Repair, Computer Maintenance, Customer Support, Hardware Installation, Computer Diagnostics, Server Configuration, Account Management, Remote Desktop, Remote Troubleshooting, Password Resets, Data Recovery
Education
CUNY New York City College of Technology 2008 — 2012
Bachelor’s Degree, Computer Engineering Technology/Technician
First Republic Bank August 2014 - Present
Burberry June 2013 - August 2014
Amcom Software June 2012 - January 2013
Staples March 2009 - June 2012
Skills
IT consulting, Databases, Networking, Computer Hardware, Software Installation, Troubleshooting, Problem Solving, Computer Repair, Computer Maintenance, Customer Support, Hardware Installation, Computer Diagnostics, Server Configuration, Account Management, Remote Desktop, Remote Troubleshooting, Password Resets, Data Recovery
Education
CUNY New York City College of Technology 2008 — 2012
Bachelor’s Degree, Computer Engineering Technology/Technician
Shannon Houston's First Republic Bank Experience February 2010 - Present
Job VP, Director of Investor Relations at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2010 - Present
Education
Columbia University in the City of New York 2007 — 2009
Master of Arts (M.A.), Arts Administration
Oklahoma City University 1997 — 2001
Bachelor of Science (B.S.), Arts Management
First Republic Bank February 2010 - Present
Education
Columbia University in the City of New York 2007 — 2009
Master of Arts (M.A.), Arts Administration
Oklahoma City University 1997 — 2001
Bachelor of Science (B.S.), Arts Management
Kevin R. Estrada's First Republic Bank Experience June 2007 - September 2007
Job Research Analyst at Glass, Lewis & Co.
Industry Marketing and Advertising
Experience
Glass, Lewis & Co. March 2015 - Present
Growth and Learning Opportunities August 2013 - December 2013
Galileo Learning May 2013 - August 2013
Archbishop Riordan High School January 2012 - June 2013
Vector Marketing June 2008 - September 2008
First Republic Bank June 2007 - September 2007
Skills
Analysis, Teamwork, Flexible Working, Writing Skills, Sales, Customer Service, Management, Dependable Team Player, Organization, Flexible Schedule
Education
Dartmouth College 2007 — 2011
AB, History
Archbishop Riordan
City College of San Francisco
Marketing
Glass, Lewis & Co. March 2015 - Present
Growth and Learning Opportunities August 2013 - December 2013
Galileo Learning May 2013 - August 2013
Archbishop Riordan High School January 2012 - June 2013
Vector Marketing June 2008 - September 2008
First Republic Bank June 2007 - September 2007
Skills
Analysis, Teamwork, Flexible Working, Writing Skills, Sales, Customer Service, Management, Dependable Team Player, Organization, Flexible Schedule
Education
Dartmouth College 2007 — 2011
AB, History
Archbishop Riordan
City College of San Francisco
Marketing
Eric Seubert Eric Seubert's First Republic Bank Experience May 2015 - Present
Job Senior Analyst Management Analytics at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
Sun Trading LLC October 2014 - January 2015
Union Bank July 2010 - December 2013
Hewlett-Packard June 2008 - August 2008
MidPen Housing Corporation July 2006 - September 2006
Skills
VBA, Bloomberg, Credit Risk, SQL, Python, SAS, Financial Modeling, Perl, Excel, Microsoft Excel, Quantitative Analytics, Credit, Valuation, Fixed Income, Derivatives, Quantitative Finance, CVA, Trading, Equities, LaTeX
Education
University of California, Berkeley 2014 — 2015
Master's Degree, Financial Engineering
Claremont McKenna College 2009 — 2010
Master's Degree, Finance
University of California, Davis 2005 — 2009
BA & BS, Applied Mathematics & Economics
First Republic Bank May 2015 - Present
Sun Trading LLC October 2014 - January 2015
Union Bank July 2010 - December 2013
Hewlett-Packard June 2008 - August 2008
MidPen Housing Corporation July 2006 - September 2006
Skills
VBA, Bloomberg, Credit Risk, SQL, Python, SAS, Financial Modeling, Perl, Excel, Microsoft Excel, Quantitative Analytics, Credit, Valuation, Fixed Income, Derivatives, Quantitative Finance, CVA, Trading, Equities, LaTeX
Education
University of California, Berkeley 2014 — 2015
Master's Degree, Financial Engineering
Claremont McKenna College 2009 — 2010
Master's Degree, Finance
University of California, Davis 2005 — 2009
BA & BS, Applied Mathematics & Economics
Dolly Meas's First Republic Bank Experience November 2013 - Present
Job Private Banking Branch Manager with 10+ years in helping Business Owners and Individuals with their banking needs
Industry Banking
Experience
First Republic Bank November 2013 - Present
Banc of California December 2011 - November 2013
State Farm Insurance June 2010 - December 2011
Bank of America July 2003 - April 2010
Skills
Risk Management, Underwriting, Banking, Insurance, Loans, Sales, Credit Analysis, Management, Process Improvement, Customer Service, Investments, Mortgage Lending, Credit, Finance, Microsoft Office, Financial Analysis
Education
University of California, San Diego 2000 — 2004
BS, Management Science
California Western School of Law
First Republic Bank November 2013 - Present
Banc of California December 2011 - November 2013
State Farm Insurance June 2010 - December 2011
Bank of America July 2003 - April 2010
Skills
Risk Management, Underwriting, Banking, Insurance, Loans, Sales, Credit Analysis, Management, Process Improvement, Customer Service, Investments, Mortgage Lending, Credit, Finance, Microsoft Office, Financial Analysis
Education
University of California, San Diego 2000 — 2004
BS, Management Science
California Western School of Law
Tamara Horsford, CAMS Tamara Horsford, CAMS's First Republic Bank Experience August 2013 - November 2014
Job Compliance Administrator at Bank Hapoalim
Industry Banking
Experience
Bank Hapoalim December 2014 - Present
First Republic Bank August 2013 - November 2014
Carver Federal Savings Bank December 2011 - August 2013
Skills
Financial Analysis, Customer Service, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Interpersonal Skill, Oral & Written..., Management, Auditing, Anti Money Laundering
Education
Brooklyn College 2008 — 2011
Bachelor of Science (B.S.), Business Management and Finance, and Bachelor of Art (B.S.), Economics, 3.88
Bank Hapoalim December 2014 - Present
First Republic Bank August 2013 - November 2014
Carver Federal Savings Bank December 2011 - August 2013
Skills
Financial Analysis, Customer Service, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Interpersonal Skill, Oral & Written..., Management, Auditing, Anti Money Laundering
Education
Brooklyn College 2008 — 2011
Bachelor of Science (B.S.), Business Management and Finance, and Bachelor of Art (B.S.), Economics, 3.88
Jeanette Garcia's First Republic Bank Experience May 2015 - Present
Job Communications | Administrative Assistant | Human Resources
Industry Human Resources
Experience
First Republic Bank May 2015 - Present
JPMorgan Chase October 2011 - May 2015
EXPRESS 2010 - 2011
Inland Valley Federal Credit Union 2007 - 2011
California State University - Coyote Radio 2010 - 2010
Starbucks 2006 - 2008
Valley Auto Center 2004 - 2006
Education
California State University-San Bernardino 2005 — 2011
Bachelor of Arts, Communication and Media Studies
First Republic Bank May 2015 - Present
JPMorgan Chase October 2011 - May 2015
EXPRESS 2010 - 2011
Inland Valley Federal Credit Union 2007 - 2011
California State University - Coyote Radio 2010 - 2010
Starbucks 2006 - 2008
Valley Auto Center 2004 - 2006
Education
California State University-San Bernardino 2005 — 2011
Bachelor of Arts, Communication and Media Studies
Trisha Samuel's First Republic Bank Experience January 2010 - March 2010
Job AntiMoney Laundering (AML) Analyst
Industry Investment Banking
Experience
JPMorgan Chase & Co. April 2014 - September 2014
Guidepoint Global March 2010 - April 2014
UBS Investment Bank March 2010 - April 2010
First Republic Bank January 2010 - March 2010
JPMorgan Chase & Co. November 2009 - December 2009
Sumitomo Mitsui Trust Bank February 2009 - March 2009
Weitz & Luxenberg February 2008 - September 2008
RBC March 2004 - August 2007
Aon April 2003 - February 2004
RUBENSTEIN & RYNECKI, ESQ. January 1999 - April 2003
Skills
Business Analysis, Risk Management, Data Analysis, Due Diligence, KYC, CIP, Analysis, Anti Money Laundering, Research, Litigation, Paralegals, Investments, Operations Management, Management Consulting, Market Research, USA PATRIOT Act, Auditing, Compliance Management, Hedge Funds, Qualitative Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Consulting
Education
New York University 2007 — 2008
Diploma, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 2004 — 2007
Bachelor's Degree, Forensic Psychology
JPMorgan Chase & Co. April 2014 - September 2014
Guidepoint Global March 2010 - April 2014
UBS Investment Bank March 2010 - April 2010
First Republic Bank January 2010 - March 2010
JPMorgan Chase & Co. November 2009 - December 2009
Sumitomo Mitsui Trust Bank February 2009 - March 2009
Weitz & Luxenberg February 2008 - September 2008
RBC March 2004 - August 2007
Aon April 2003 - February 2004
RUBENSTEIN & RYNECKI, ESQ. January 1999 - April 2003
Skills
Business Analysis, Risk Management, Data Analysis, Due Diligence, KYC, CIP, Analysis, Anti Money Laundering, Research, Litigation, Paralegals, Investments, Operations Management, Management Consulting, Market Research, USA PATRIOT Act, Auditing, Compliance Management, Hedge Funds, Qualitative Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Consulting
Education
New York University 2007 — 2008
Diploma, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 2004 — 2007
Bachelor's Degree, Forensic Psychology
Yiwei (Evy) Ren Yiwei (Evy) Ren's First Republic Bank Experience September 2015 - Present
Job Commercial Real Estate Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
Kaiser Permanente June 2015 - August 2015
Hatch Today March 2015 - March 2015
Greenwood Hospitality June 2014 - August 2014
Citi June 2013 - August 2013
University of Wisconsin – Milwaukee: Kenilworth Square Apartment August 2012 - May 2013
Skills
Financial Analysis, Marketing, Customer Service, Training, Microsoft Office, Microsoft Excel, Financial Modeling, Team Leadership, Event Management, Investments, Strategic Planning, PowerPoint, Market Research, Marketing Strategy, Business Strategy, Risk Management, Competitive Analysis, Strategic Financial..., Equity Research, Valuation, DCF Valuation, Bloomberg Terminal, SAS, Finance
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master Science of Finance, Finance and Financial Management Services
University of Wisconsin-Milwaukee - Lubar School of Business 2011 — 2013
Bachelor's degree, Finance, General, 3.805
Case Western Reserve University
Banking, Corporate, Finance, and Securities Law
First Republic Bank September 2015 - Present
Kaiser Permanente June 2015 - August 2015
Hatch Today March 2015 - March 2015
Greenwood Hospitality June 2014 - August 2014
Citi June 2013 - August 2013
University of Wisconsin – Milwaukee: Kenilworth Square Apartment August 2012 - May 2013
Skills
Financial Analysis, Marketing, Customer Service, Training, Microsoft Office, Microsoft Excel, Financial Modeling, Team Leadership, Event Management, Investments, Strategic Planning, PowerPoint, Market Research, Marketing Strategy, Business Strategy, Risk Management, Competitive Analysis, Strategic Financial..., Equity Research, Valuation, DCF Valuation, Bloomberg Terminal, SAS, Finance
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master Science of Finance, Finance and Financial Management Services
University of Wisconsin-Milwaukee - Lubar School of Business 2011 — 2013
Bachelor's degree, Finance, General, 3.805
Case Western Reserve University
Banking, Corporate, Finance, and Securities Law
Gregory Hartmann Gregory Hartmann's First Republic Bank Experience August 2011 - June 2012
Job School of Business Administration at Oakland University
Industry Banking
Experience
Michigan Schools and Government Credit Union September 2012 - January 2013
First Republic Bank August 2011 - June 2012
Bank of America January 2004 - December 2009
Bath & Body Works October 2000 - 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Proprietary Software, Customer Satisfaction, Relationship Management, Financial Services, Depository Operations, Process Improvement, Internal Controls, Internal Audit, Compliance, Budgets, Loans, Outlook, Customer Service, Banking, Finance
Education
Oakland University 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Nevada-Las Vegas 1997 — 1999
Hospitality Administration/Management
Delta College 1994 — 1997
Associate of Science (A.S.), Mathematics/General Studies
Michigan Schools and Government Credit Union September 2012 - January 2013
First Republic Bank August 2011 - June 2012
Bank of America January 2004 - December 2009
Bath & Body Works October 2000 - 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Proprietary Software, Customer Satisfaction, Relationship Management, Financial Services, Depository Operations, Process Improvement, Internal Controls, Internal Audit, Compliance, Budgets, Loans, Outlook, Customer Service, Banking, Finance
Education
Oakland University 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Nevada-Las Vegas 1997 — 1999
Hospitality Administration/Management
Delta College 1994 — 1997
Associate of Science (A.S.), Mathematics/General Studies
Aubrey Blatte's First Republic Bank Experience 2011 - 2012
Job Owner/Operator at Kitsune LLC
Industry Retail
Experience
Kitsune LLC September 2014 - Present
DePuy Mitek April 2013 - June 2014
Black Mtn Surgical May 2012 - 2013
First Republic Bank 2011 - 2012
Skills
Sales, Outlook, Customer Service, Finance, Banking, Medical Devices, CRM, Management, Account Management, Salesforce.com, Strategic Planning, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Sales Management, Team Building, PowerPoint, Business Development, Business Analysis, Team Leadership, Risk Management, Leadership, Financial Analysis, Credit, Budgets, General Awesomeness, Business Strategy
Education
Central Michigan University 2004 — 2006
Bachelor of Arts (BA), 2D and Art History
Michigan State University 2000 — 2002
Kitsune LLC September 2014 - Present
DePuy Mitek April 2013 - June 2014
Black Mtn Surgical May 2012 - 2013
First Republic Bank 2011 - 2012
Skills
Sales, Outlook, Customer Service, Finance, Banking, Medical Devices, CRM, Management, Account Management, Salesforce.com, Strategic Planning, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Sales Management, Team Building, PowerPoint, Business Development, Business Analysis, Team Leadership, Risk Management, Leadership, Financial Analysis, Credit, Budgets, General Awesomeness, Business Strategy
Education
Central Michigan University 2004 — 2006
Bachelor of Arts (BA), 2D and Art History
Michigan State University 2000 — 2002
Rory Wohl, CISA, PMP's First Republic Bank Experience June 2014 - Present
Job Internal Audit Practice Support Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2014 - Present
Federal Reserve Bank of San Francisco November 2013 - June 2014
Federal Reserve Bank of Cleveland December 2009 - November 2013
Federal Reserve Bank of Cleveland October 2007 - November 2009
Federal Reserve Bank of New York February 2009 - June 2009
Federal Reserve Bank of Cleveland August 2006 - September 2007
Federal Reserve Bank of Cleveland March 2004 - August 2006
Federal Reserve Bank of Cleveland April 2002 - February 2004
Johnsonite October 2001 - April 2002
Modis, Inc. 2000 - 2001
Skills
Process Improvement, Business Analysis, Governance, Leadership, IT Audit, Security, PMP, Risk Management, Project Management, Analysis, Strategic Planning, Program Management, Business Intelligence, IT Management, Information Security, Performance Management, Disaster Recovery, Enterprise Risk..., Strategy, Change Management, Banking, Assurance, Software Development, Program Oversight, IT Infrastructure..., Business Process, Management, Business Continuity, Software Documentation, Compliance, Internal Audit, Information Technology
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1997
MBA, Management Information & Decision Systems
Ohio University 1987 — 1990
BFA, Theater
Carnegie Mellon University 1985 — 1987
Industrial Management
Shaker Heights High School 1981 — 1985
High School Diploma, College Prep / Honors and Advanced Placement Courses
First Republic Bank June 2014 - Present
Federal Reserve Bank of San Francisco November 2013 - June 2014
Federal Reserve Bank of Cleveland December 2009 - November 2013
Federal Reserve Bank of Cleveland October 2007 - November 2009
Federal Reserve Bank of New York February 2009 - June 2009
Federal Reserve Bank of Cleveland August 2006 - September 2007
Federal Reserve Bank of Cleveland March 2004 - August 2006
Federal Reserve Bank of Cleveland April 2002 - February 2004
Johnsonite October 2001 - April 2002
Modis, Inc. 2000 - 2001
Skills
Process Improvement, Business Analysis, Governance, Leadership, IT Audit, Security, PMP, Risk Management, Project Management, Analysis, Strategic Planning, Program Management, Business Intelligence, IT Management, Information Security, Performance Management, Disaster Recovery, Enterprise Risk..., Strategy, Change Management, Banking, Assurance, Software Development, Program Oversight, IT Infrastructure..., Business Process, Management, Business Continuity, Software Documentation, Compliance, Internal Audit, Information Technology
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1997
MBA, Management Information & Decision Systems
Ohio University 1987 — 1990
BFA, Theater
Carnegie Mellon University 1985 — 1987
Industrial Management
Shaker Heights High School 1981 — 1985
High School Diploma, College Prep / Honors and Advanced Placement Courses
Scott Moran Scott Moran's First Republic Bank Experience May 2004 - August 2004
Job VP Private Equity Services
Industry Financial Services
Experience
Silicon Valley Bank (SIVB) September 2011 - Present
Moran Manor Winery 2003 - Present
Fifth Third Bank November 2007 - April 2008
InterCall July 2006 - August 2007
D.A. Davidson & Co. January 2005 - March 2005
First Republic Bank May 2004 - August 2004
Skills
Credit, Financial Analysis, Customer Relations, Underwriting, Private Equity, Marketing
Education
Denison University 2002 — 2006
Bachelor of Arts, Economics
Macquarie University 2005 — 2005
NA, Economics
Silicon Valley Bank (SIVB) September 2011 - Present
Moran Manor Winery 2003 - Present
Fifth Third Bank November 2007 - April 2008
InterCall July 2006 - August 2007
D.A. Davidson & Co. January 2005 - March 2005
First Republic Bank May 2004 - August 2004
Skills
Credit, Financial Analysis, Customer Relations, Underwriting, Private Equity, Marketing
Education
Denison University 2002 — 2006
Bachelor of Arts, Economics
Macquarie University 2005 — 2005
NA, Economics
Richard Israel Richard Israel's First Republic Bank Experience May 2002 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2002 - Present
Tokai Bank California 1992 - 2001
Sanwa Bank California 1981 - 1992
Education
DePaul University 1978 — 1979
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
First Republic Bank May 2002 - Present
Tokai Bank California 1992 - 2001
Sanwa Bank California 1981 - 1992
Education
DePaul University 1978 — 1979
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Hector H. Alzate Hector H. Alzate's First Republic Bank Experience January 2013 - Present
Job Preferred Banking Office Management
Industry Financial Services
Experience
First Republic Bank January 2013 - Present
Premier FC Foundation July 2014 - Present
First Republic Bank October 2011 - January 2013
U.S. Trust January 2007 - August 2011
Bank of America February 2006 - January 2007
Bank of America August 2004 - February 2006
Mansion Restaurant March 1996 - August 2004
Skills
Small Business Lending, Consumer Lending, Wealth Management, Relationship Management, Private Banking, Commercial Banking, Banking, Portfolio Management, Sales, Loans, Cross Selling, Financial Services
Education
John Jay College of Criminal Justice 2000 — 2004
Bachelor's of Science, Political Science and Government
First Republic Bank January 2013 - Present
Premier FC Foundation July 2014 - Present
First Republic Bank October 2011 - January 2013
U.S. Trust January 2007 - August 2011
Bank of America February 2006 - January 2007
Bank of America August 2004 - February 2006
Mansion Restaurant March 1996 - August 2004
Skills
Small Business Lending, Consumer Lending, Wealth Management, Relationship Management, Private Banking, Commercial Banking, Banking, Portfolio Management, Sales, Loans, Cross Selling, Financial Services
Education
John Jay College of Criminal Justice 2000 — 2004
Bachelor's of Science, Political Science and Government
Robert Bridges Robert Bridges's First Republic Bank Experience January 2015 - Present
Job Managing Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Bank January 2015 - Present
Fiduciary Trust Company International February 1999 - January 2015
U.S. Trust June 1994 - January 1999
Bank of New York June 1987 - June 1994
Skills
Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Valuation, Investment Advisory, Derivatives, Wealth Management, Mutual Funds, Private Equity, Trading, Due Diligence, Financial Advisory, Financial Analysis
Education
Kenyon College 1982 — 1986
AB, Economics
Deerfield Academy 1978 — 1982
High School
First Republic Bank January 2015 - Present
Fiduciary Trust Company International February 1999 - January 2015
U.S. Trust June 1994 - January 1999
Bank of New York June 1987 - June 1994
Skills
Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Valuation, Investment Advisory, Derivatives, Wealth Management, Mutual Funds, Private Equity, Trading, Due Diligence, Financial Advisory, Financial Analysis
Education
Kenyon College 1982 — 1986
AB, Economics
Deerfield Academy 1978 — 1982
High School
David White II David White II's First Republic Bank Experience February 2007 - September 2009
Job Service Manager at Bridgestone
Industry Internet
Experience
Bridgestone September 2014 - Present
App Annie December 2013 - July 2014
First Republic Bank February 2007 - September 2009
Wells Fargo October 2005 - February 2007
Oakley August 2002 - December 2005
Tumi June 2001 - November 2002
Skills
Management, Customer Retention, Banking, New Business Development, Credit, Sales, Business Development, Leadership, Strategy, Marketing, Sales Management, CRM, Cold Calling, Sales Process, Customer Service, Product Development, Finance, Social Media
Education
City College of San Francisco 2009 — 2013
∙Associate’s Degree, Business/Commerce, General
Fred C Beyer High 1996 — 2000
High School Diploma, General Education
Bridgestone September 2014 - Present
App Annie December 2013 - July 2014
First Republic Bank February 2007 - September 2009
Wells Fargo October 2005 - February 2007
Oakley August 2002 - December 2005
Tumi June 2001 - November 2002
Skills
Management, Customer Retention, Banking, New Business Development, Credit, Sales, Business Development, Leadership, Strategy, Marketing, Sales Management, CRM, Cold Calling, Sales Process, Customer Service, Product Development, Finance, Social Media
Education
City College of San Francisco 2009 — 2013
∙Associate’s Degree, Business/Commerce, General
Fred C Beyer High 1996 — 2000
High School Diploma, General Education
Brian Norcross's First Republic Bank Experience November 2013 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2013 - Present
Bank of America February 2013 - November 2013
Bank of America September 2012 - February 2013
Bank of America October 2011 - September 2012
Skills
Process Design, Banking, Retail Banking, Cash Management, Time Management, Sales, Customer Service, Quality Assurance, Microsoft Office, Employee Training, Relationship Developer, Leadership, Social Media, Training, Public Speaking
Education
UCLA 2007 — 2009
BA, Political Science
Cypress College 2005 — 2007
AA, Liberal Arts and Sciences, General Studies and Humanities
First Republic Bank November 2013 - Present
Bank of America February 2013 - November 2013
Bank of America September 2012 - February 2013
Bank of America October 2011 - September 2012
Skills
Process Design, Banking, Retail Banking, Cash Management, Time Management, Sales, Customer Service, Quality Assurance, Microsoft Office, Employee Training, Relationship Developer, Leadership, Social Media, Training, Public Speaking
Education
UCLA 2007 — 2009
BA, Political Science
Cypress College 2005 — 2007
AA, Liberal Arts and Sciences, General Studies and Humanities
Ron Claghorn Ron Claghorn's First Republic Bank Experience June 2004 - May 2005
Job Technical Support Analyst at Oracle
Industry Construction
Experience
Oracle March 2015 - Present
Platinum Resource Group (Alliant Insurance) -contract- June 2014 - December 2014
Prometheus Real Estate Group January 2014 - March 2014
Webcor Builders April 2009 - November 2013
Monster Cable Products February 2006 - February 2009
WideOrbit May 2005 - February 2006
First Republic Bank June 2004 - May 2005
Department of the Treasury Internal Revenue Service December 2003 - June 2004
LVMH (Duty Free and Sephora Stores) August 2000 - January 2003
Golden Gate University February 1999 - September 2000
Skills
Mac OS X, Cisco, Blackberry, Active Directory, Troubleshooting, Microsoft Exchange, Technical Support, Windows Server, Software Documentation, Windows 7, SharePoint, System Administration, Visio, Help Desk Support, Operating Systems, Networking, Windows, Hardware, Software Installation, Laptops, Access, Lotus Notes, Microsoft Technologies, OS X, Outlook, XP, Microsoft Office, Cisco Technologies, Norton Ghost, Management, Network Security, Windows NT, Information Technology, Analysis, VMware, Training, Network Administration, Servers, Databases, Testing, VPN, Disaster Recovery, Printers, DHCP, Virtualization, Data Center, Enterprise Software, Windows XP
Education
LearnIT! San Francisco, CA 2012 — 2012
Windows 7 MCIPT Bootcamp
College of San Mateo 2006 — 2007
Linux Fedora and Suse
Lanop 1998 — 1999
Novell, Novell Certified Netware Admin.
Oracle March 2015 - Present
Platinum Resource Group (Alliant Insurance) -contract- June 2014 - December 2014
Prometheus Real Estate Group January 2014 - March 2014
Webcor Builders April 2009 - November 2013
Monster Cable Products February 2006 - February 2009
WideOrbit May 2005 - February 2006
First Republic Bank June 2004 - May 2005
Department of the Treasury Internal Revenue Service December 2003 - June 2004
LVMH (Duty Free and Sephora Stores) August 2000 - January 2003
Golden Gate University February 1999 - September 2000
Skills
Mac OS X, Cisco, Blackberry, Active Directory, Troubleshooting, Microsoft Exchange, Technical Support, Windows Server, Software Documentation, Windows 7, SharePoint, System Administration, Visio, Help Desk Support, Operating Systems, Networking, Windows, Hardware, Software Installation, Laptops, Access, Lotus Notes, Microsoft Technologies, OS X, Outlook, XP, Microsoft Office, Cisco Technologies, Norton Ghost, Management, Network Security, Windows NT, Information Technology, Analysis, VMware, Training, Network Administration, Servers, Databases, Testing, VPN, Disaster Recovery, Printers, DHCP, Virtualization, Data Center, Enterprise Software, Windows XP
Education
LearnIT! San Francisco, CA 2012 — 2012
Windows 7 MCIPT Bootcamp
College of San Mateo 2006 — 2007
Linux Fedora and Suse
Lanop 1998 — 1999
Novell, Novell Certified Netware Admin.
Bill Vlahiotis Bill Vlahiotis's First Republic Bank Experience September 2005 - December 2005
Job Senior Analyst, Global Real Estate Finance at Gap Inc.
Industry Retail
Experience
Gap Inc. July 2013 - Present
Union Bank May 2012 - August 2012
Franklin Templeton Investments October 2010 - June 2011
Franklin Templeton Investments February 2008 - September 2010
Capri Ristorante January 2005 - January 2008
First Republic Bank September 2005 - December 2005
Skills
Finance, Economics, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Microsoft Office, DCF Valuation, Microsoft Excel, Accounting, Capital IQ, Corporate Finance, Business Strategy, Data Analysis, Portfolio Management, Market Research, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
University of California, Santa Barbara 2005 — 2007
BA, Business Economics with an Emphasis in Accounting
Gap Inc. July 2013 - Present
Union Bank May 2012 - August 2012
Franklin Templeton Investments October 2010 - June 2011
Franklin Templeton Investments February 2008 - September 2010
Capri Ristorante January 2005 - January 2008
First Republic Bank September 2005 - December 2005
Skills
Finance, Economics, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Microsoft Office, DCF Valuation, Microsoft Excel, Accounting, Capital IQ, Corporate Finance, Business Strategy, Data Analysis, Portfolio Management, Market Research, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
University of California, Santa Barbara 2005 — 2007
BA, Business Economics with an Emphasis in Accounting
Jeffrey LaRocque's First Republic Bank Experience July 2005 - October 2006
Job Director Market Intelligence Desk at NASDAQ OMX
Industry Banking
Experience
Career Gear January 2013 - Present
NASDAQ OMX August 2012 - Present
NASDAQ June 2008 - September 2012
Ipreo 2005 - 2008
First Republic Bank July 2005 - October 2006
Skills
Equities, Capital Markets, Trading, Securities, Financial Analysis, Alternative Investments, Analytics, Bloomberg, Derivatives, Equity Research, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investor Relations, M, Mergers, Series 7, Valuation
Education
New York University, Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Portfolio Managment
Fordham University 2008 — 2011
MBA, Finance and Quant. Anlysis
Coastal Carolina University 1999 — 2003
BA, Poli Scince, and Finance
Career Gear January 2013 - Present
NASDAQ OMX August 2012 - Present
NASDAQ June 2008 - September 2012
Ipreo 2005 - 2008
First Republic Bank July 2005 - October 2006
Skills
Equities, Capital Markets, Trading, Securities, Financial Analysis, Alternative Investments, Analytics, Bloomberg, Derivatives, Equity Research, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investor Relations, M, Mergers, Series 7, Valuation
Education
New York University, Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Portfolio Managment
Fordham University 2008 — 2011
MBA, Finance and Quant. Anlysis
Coastal Carolina University 1999 — 2003
BA, Poli Scince, and Finance
Joseph M Hsu Joseph M Hsu's First Republic Bank Experience April 2011 - Present
Job at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2011 - Present
Citi Private Bank October 2006 - April 2011
Citigroup/Citicorp June 2005 - November 2005
U.S Army October 1999 - November 2003
Skills
Private Banking, Wealth Management, Credit, Investments, Financial Analysis, Loans, High Net Worth..., Portfolio Management, Banking, Finance, Commercial Lending, Credit Analysis, Series 7, Equities, Mortgage Lending
Education
City University of New York-Hunter College 2003 — 2007
Bachelors, Economics
7th Army Grafenwher Non-Commissioned Officer Academy 2002 — 2002
Leadership, Primary Leadership Development
Pacific College of Oriental Medicine
Masters, Oriental Medicine
First Republic Bank April 2011 - Present
Citi Private Bank October 2006 - April 2011
Citigroup/Citicorp June 2005 - November 2005
U.S Army October 1999 - November 2003
Skills
Private Banking, Wealth Management, Credit, Investments, Financial Analysis, Loans, High Net Worth..., Portfolio Management, Banking, Finance, Commercial Lending, Credit Analysis, Series 7, Equities, Mortgage Lending
Education
City University of New York-Hunter College 2003 — 2007
Bachelors, Economics
7th Army Grafenwher Non-Commissioned Officer Academy 2002 — 2002
Leadership, Primary Leadership Development
Pacific College of Oriental Medicine
Masters, Oriental Medicine
Caroline Gaynor's First Republic Bank Experience June 2012 - November 2012
Job Dimensional Fund Advisors / Team Red, White & Blue
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
Team Red, White & Blue July 2012 - November 2014
First Republic Bank June 2012 - November 2012
BNY Mellon April 2011 - June 2012
Moody's Analytics October 2009 - June 2010
BlackRock July 2006 - November 2008
Education
COLUMBIA UNIVERSITY, Columbia CollegeNew 2002 — 2006
a Bachelor of Arts degree, May 2006; European History
Columbia University in the City of New York 2002 — 2006
B.A., History
ETHS 1998 — 2002
Orrington Elementary School
Dimensional Fund Advisors August 2014 - Present
Team Red, White & Blue July 2012 - November 2014
First Republic Bank June 2012 - November 2012
BNY Mellon April 2011 - June 2012
Moody's Analytics October 2009 - June 2010
BlackRock July 2006 - November 2008
Education
COLUMBIA UNIVERSITY, Columbia CollegeNew 2002 — 2006
a Bachelor of Arts degree, May 2006; European History
Columbia University in the City of New York 2002 — 2006
B.A., History
ETHS 1998 — 2002
Orrington Elementary School
Mary Grace Aruino's First Republic Bank Experience August 2003 - October 2003
Job Accounts Payable Specialist
Industry Information Technology and Services
Experience
Riverbed Technology July 2015 - Present
Riverbed Technology November 2014 - July 2015
Byer Ca August 2011 - October 2014
Barrabee and Gale PC Law firm December 2010 - August 2011
Obdulia's Rest Home, Inc August 2005 - December 2010
Dr. Manuel Alberto Dental Office September 2004 - June 2007
Byer California December 2003 - March 2004
First Republic Bank August 2003 - October 2003
First Nationwide Mortgage January 2003 - March 2003
Jones Lang La Salle December 2001 - December 2002
Skills
■knowledge of accounts..., ■knowledge of general..., ■knowledge of relevant..., ■proficient in data..., ■organizing and..., ■attention to detail..., ■confidentiality, ■judgment, ■communication skills, ■information management..., ■problem-solving skills, ■knowledge of Oracle, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Invoicing, Management, Bookkeeping, Microsoft Excel
Education
De La Salle University 1993 — 1996
Bachelor of Arts, Economics
De La Salle University 1993 — 1996
Bachelor of Arts, Economics
Riverbed Technology July 2015 - Present
Riverbed Technology November 2014 - July 2015
Byer Ca August 2011 - October 2014
Barrabee and Gale PC Law firm December 2010 - August 2011
Obdulia's Rest Home, Inc August 2005 - December 2010
Dr. Manuel Alberto Dental Office September 2004 - June 2007
Byer California December 2003 - March 2004
First Republic Bank August 2003 - October 2003
First Nationwide Mortgage January 2003 - March 2003
Jones Lang La Salle December 2001 - December 2002
Skills
■knowledge of accounts..., ■knowledge of general..., ■knowledge of relevant..., ■proficient in data..., ■organizing and..., ■attention to detail..., ■confidentiality, ■judgment, ■communication skills, ■information management..., ■problem-solving skills, ■knowledge of Oracle, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Invoicing, Management, Bookkeeping, Microsoft Excel
Education
De La Salle University 1993 — 1996
Bachelor of Arts, Economics
De La Salle University 1993 — 1996
Bachelor of Arts, Economics
Randolph Cabral Randolph Cabral's First Republic Bank Experience October 2011 - December 2011
Job Principal Architect at COMPAS Technology
Industry Computer Software
Experience
COMPAS Technology, LLC April 2015 - Present
R3GM December 2010 - Present
COMPAS Technology, LLC July 2014 - April 2015
COMPAS Technology, LLC April 2013 - July 2014
Slalom Consulting June 2011 - April 2013
Genentech November 2012 - January 2013
Cadence Design Systems August 2012 - November 2012
eBay, PayPal February 2012 - August 2012
Standard Insurance Company December 2011 - February 2012
First Republic Bank October 2011 - December 2011
Skills
C#, Objective-C, Object Oriented Design, LINQ, JavaScript, .NET, SharePoint, Architecture, Microsoft SQL Server, Web Applications, ASP.NET, AJAX, WCF, Mobile Applications, REST, Java, Software Engineering, Software Development, Databases, WPF, Oracle, Cloud Computing, Integration, MVC, XSLT, Business Intelligence, HTML
Education
Chabot College 1996 — 1999
Ohlone College
COMPAS Technology, LLC April 2015 - Present
R3GM December 2010 - Present
COMPAS Technology, LLC July 2014 - April 2015
COMPAS Technology, LLC April 2013 - July 2014
Slalom Consulting June 2011 - April 2013
Genentech November 2012 - January 2013
Cadence Design Systems August 2012 - November 2012
eBay, PayPal February 2012 - August 2012
Standard Insurance Company December 2011 - February 2012
First Republic Bank October 2011 - December 2011
Skills
C#, Objective-C, Object Oriented Design, LINQ, JavaScript, .NET, SharePoint, Architecture, Microsoft SQL Server, Web Applications, ASP.NET, AJAX, WCF, Mobile Applications, REST, Java, Software Engineering, Software Development, Databases, WPF, Oracle, Cloud Computing, Integration, MVC, XSLT, Business Intelligence, HTML
Education
Chabot College 1996 — 1999
Ohlone College
Dean McBeth, LRP Dean McBeth, LRP's First Republic Bank Experience July 2008 - May 2009
Job Senior Audit Officer Loan Review Management at Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union January 2015 - Present
Patelco Credit Union January 2014 - January 2015
M Squared Consulting July 2013 - December 2013
AuditOne, LLC May 2013 - December 2013
Santa Barbara Bank and Trust June 2011 - May 2013
Summit Bank December 2009 - May 2011
Dean McBeth Consulting May 2009 - December 2009
First Republic Bank July 2008 - May 2009
Fremont Bank May 2002 - July 2008
Heritage Commerce Corp July 2000 - May 2002
Skills
Risk Management, Internal Controls, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Retail Banking, Credit Analysis, Commercial Lending, Loans, AML, Mortgage Lending, Internal Audit, Portfolio Management, Leadership, Operations Management, Finance, Operational Risk, Auditing, Lines Of Credit, Management, Enterprise Risk..., Small Business Lending, Cash Management, Operational Risk..., Fraud, Consumer Lending, Financial Services, Insurance, Financial Analysis
Education
Bank Administration Institute 1996 — 1997
Certification-designated Loan Review Professional (LRP), Loan Review
University of Wisconsin Graduate School of Business (Bank Administration Institute) 1982 — 1984
Masters, Banking & Finance
Colorado College 1969 — 1973
Bachelor of Arts, Business Administration
Patelco Credit Union January 2015 - Present
Patelco Credit Union January 2014 - January 2015
M Squared Consulting July 2013 - December 2013
AuditOne, LLC May 2013 - December 2013
Santa Barbara Bank and Trust June 2011 - May 2013
Summit Bank December 2009 - May 2011
Dean McBeth Consulting May 2009 - December 2009
First Republic Bank July 2008 - May 2009
Fremont Bank May 2002 - July 2008
Heritage Commerce Corp July 2000 - May 2002
Skills
Risk Management, Internal Controls, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Retail Banking, Credit Analysis, Commercial Lending, Loans, AML, Mortgage Lending, Internal Audit, Portfolio Management, Leadership, Operations Management, Finance, Operational Risk, Auditing, Lines Of Credit, Management, Enterprise Risk..., Small Business Lending, Cash Management, Operational Risk..., Fraud, Consumer Lending, Financial Services, Insurance, Financial Analysis
Education
Bank Administration Institute 1996 — 1997
Certification-designated Loan Review Professional (LRP), Loan Review
University of Wisconsin Graduate School of Business (Bank Administration Institute) 1982 — 1984
Masters, Banking & Finance
Colorado College 1969 — 1973
Bachelor of Arts, Business Administration
Bob Salvatoriello Bob Salvatoriello's First Republic Bank Experience July 2014 - Present
Job Senior Information Technology Manager / IT Director
Industry Banking
Experience
First Republic Bank July 2014 - Present
BlackRock (Barclays Global Investors) September 2009 - July 2014
BlackRock (Barclays Global Investors) October 2006 - August 2008
Federal Home Loan Bank of San Francisco February 2002 - October 2006
SBI (marchFIRST, Whittman-Hart) January 2000 - February 2002
BankOne (First Chicago, First Chicago NBD) July 1989 - January 2000
Skills
Project Management, Investments, Management, Business Continuity, Vendor Management, Portfolio Management, Fixed Income, SDLC, IT Strategy, Risk Management, Business Analysis, Product Management, Banking, Asset Managment, SQL, Program Management, Software Project..., Integration, Disaster Recovery, Project Portfolio..., PMO, Process Improvement, Sybase, FX Options, Asset Management, Financial Services, Project Planning, Trading Systems, Software Development, Derivatives, ITIL, IT Management
Education
DePaul University 1993 — 1998
MS
University of Michigan - Stephen M. Ross School of Business 1984 — 1989
BBA
First Republic Bank July 2014 - Present
BlackRock (Barclays Global Investors) September 2009 - July 2014
BlackRock (Barclays Global Investors) October 2006 - August 2008
Federal Home Loan Bank of San Francisco February 2002 - October 2006
SBI (marchFIRST, Whittman-Hart) January 2000 - February 2002
BankOne (First Chicago, First Chicago NBD) July 1989 - January 2000
Skills
Project Management, Investments, Management, Business Continuity, Vendor Management, Portfolio Management, Fixed Income, SDLC, IT Strategy, Risk Management, Business Analysis, Product Management, Banking, Asset Managment, SQL, Program Management, Software Project..., Integration, Disaster Recovery, Project Portfolio..., PMO, Process Improvement, Sybase, FX Options, Asset Management, Financial Services, Project Planning, Trading Systems, Software Development, Derivatives, ITIL, IT Management
Education
DePaul University 1993 — 1998
MS
University of Michigan - Stephen M. Ross School of Business 1984 — 1989
BBA
Wesley Loesch, PMP Wesley Loesch, PMP's First Republic Bank Experience April 2013 - Present
Job Program Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2013 - Present
First Republic Bank April 2012 - July 2013
Bank of America January 2012 - April 2012
Wells Fargo November 2009 - December 2011
Wesley Loesch April 2009 - November 2009
JP Morgan Chase October 2008 - April 2009
Washington Mutual May 2007 - October 2008
Citi Mortgage March 2007 - May 2007
ABN AMRO August 2002 - March 2007
Owner Builder Loan Services April 1997 - August 2002
Skills
PMP, Certified Project..., Program Management, MS Project, Six Sigma, Team Building, Performance Management, Staff Development, Process Improvement, Management, Vendor Management, Business Process..., Relationship Management, Project Portfolio..., Resource Management, Business Analysis, Cross-functional Team..., Project Management, Team Management, Risk Management, Business Process..., Project Planning, Business Process, Operations Management, Product Management, Banking, Management Consulting, PMO, Integration, Governance, Training, SDLC, Budgets
Education
Cleary University 1994 — 1995
BBS, Business
Jordan College 1983 — 1985
AAS, Energy Management
Jordan College Energy Institute 1983 — 1985
AAS, Energy
First Republic Bank April 2013 - Present
First Republic Bank April 2012 - July 2013
Bank of America January 2012 - April 2012
Wells Fargo November 2009 - December 2011
Wesley Loesch April 2009 - November 2009
JP Morgan Chase October 2008 - April 2009
Washington Mutual May 2007 - October 2008
Citi Mortgage March 2007 - May 2007
ABN AMRO August 2002 - March 2007
Owner Builder Loan Services April 1997 - August 2002
Skills
PMP, Certified Project..., Program Management, MS Project, Six Sigma, Team Building, Performance Management, Staff Development, Process Improvement, Management, Vendor Management, Business Process..., Relationship Management, Project Portfolio..., Resource Management, Business Analysis, Cross-functional Team..., Project Management, Team Management, Risk Management, Business Process..., Project Planning, Business Process, Operations Management, Product Management, Banking, Management Consulting, PMO, Integration, Governance, Training, SDLC, Budgets
Education
Cleary University 1994 — 1995
BBS, Business
Jordan College 1983 — 1985
AAS, Energy Management
Jordan College Energy Institute 1983 — 1985
AAS, Energy
Linda Santavicca Linda Santavicca's First Republic Bank Experience September 2006 - February 2012
Job Business Writer
Industry Writing and Editing
Experience
Writer November 2013 - Present
McKinsey & Company July 2012 - May 2013
Navigant February 2012 - July 2012
First Republic Bank September 2006 - February 2012
JP MORGAN January 2001 - January 2006
ISABELL, Inc January 2000 - January 2001
Warburg Pincus LLC January 1998 - January 2000
Skills
Marketing Communications, Press Releases, Event Management, Internal Communications, Public Speaking, Public Relations, Marketing, Copy Editing, Persuasive Presentations, Career Counseling, Building Relationships, Resume Writing, Proofreading, Presentation Coaching, Publications, Leadership, Event Planning
Education
Fordham University 1998 — 2000
MA, Communications
City University of New York 1992 — 1996
Bachelor of Arts (BA), Business/Corporate Communications, 3.9
Writer November 2013 - Present
McKinsey & Company July 2012 - May 2013
Navigant February 2012 - July 2012
First Republic Bank September 2006 - February 2012
JP MORGAN January 2001 - January 2006
ISABELL, Inc January 2000 - January 2001
Warburg Pincus LLC January 1998 - January 2000
Skills
Marketing Communications, Press Releases, Event Management, Internal Communications, Public Speaking, Public Relations, Marketing, Copy Editing, Persuasive Presentations, Career Counseling, Building Relationships, Resume Writing, Proofreading, Presentation Coaching, Publications, Leadership, Event Planning
Education
Fordham University 1998 — 2000
MA, Communications
City University of New York 1992 — 1996
Bachelor of Arts (BA), Business/Corporate Communications, 3.9
Sara J Smith, CAMS Sara J Smith, CAMS's First Republic Bank Experience September 2013 - January 2015
Job Vice President, BSA Officer at Founders Community Bank
Industry Banking
Experience
Founders Community Bank January 2015 - Present
First Republic Bank September 2013 - January 2015
Heritage Oaks Bank November 2003 - September 2013
Laurus College June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Business Analysis, Risk Management, Software Documentation, Coaching, Data Analysis, Project Planning, Bank Secrecy Act, Banking, Access, Process Improvement, Credit, Team Building, Financial Analysis, Retail Banking, Windows 7, USA PATRIOT Act, AML, OFAC, Training, Financial Services, Financial Regulation, Anti Money Laundering, Commercial Banking, Strategic Planning, Operations Management, Due Diligence, Project Management, Budgets, Finance, Fraud, KYC
Education
Columbia College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2009 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Founders Community Bank January 2015 - Present
First Republic Bank September 2013 - January 2015
Heritage Oaks Bank November 2003 - September 2013
Laurus College June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Business Analysis, Risk Management, Software Documentation, Coaching, Data Analysis, Project Planning, Bank Secrecy Act, Banking, Access, Process Improvement, Credit, Team Building, Financial Analysis, Retail Banking, Windows 7, USA PATRIOT Act, AML, OFAC, Training, Financial Services, Financial Regulation, Anti Money Laundering, Commercial Banking, Strategic Planning, Operations Management, Due Diligence, Project Management, Budgets, Finance, Fraud, KYC
Education
Columbia College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2009 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Kelly Stringer Kelly Stringer's First Republic Bank Experience February 2014 - Present
Job Operations Associate, First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2014 - Present
Advent Software June 2012 - February 2014
Advent Software August 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman October 2007 - March 2010
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Office, Bloomberg, Project Management, Portfolio Management, Axys, Management, Process Improvement, Financial Services, Securities, IDC, Project Management..., Back Office, Client Services, Microsoft Office Suite, APX, Advent Custodial Data, SWIFT messages, Analysis, Equities, Fixed Income, ACA
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Economics, Psychology
Northeastern University - Graduate School of Business Administration 2011 — 2011
Graduate Certificate Program of Advanced Study in Management, in progress
First Republic Bank February 2014 - Present
Advent Software June 2012 - February 2014
Advent Software August 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman October 2007 - March 2010
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Office, Bloomberg, Project Management, Portfolio Management, Axys, Management, Process Improvement, Financial Services, Securities, IDC, Project Management..., Back Office, Client Services, Microsoft Office Suite, APX, Advent Custodial Data, SWIFT messages, Analysis, Equities, Fixed Income, ACA
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Economics, Psychology
Northeastern University - Graduate School of Business Administration 2011 — 2011
Graduate Certificate Program of Advanced Study in Management, in progress
Irene Muir's First Republic Bank Experience November 2014 - June 2015
Job Office/ Administrative Assistant III at Bank of the West (Contract)
Industry Banking
Experience
First Republic Bank November 2014 - June 2015
Bank of the West /BNP Paribas August 2014 - November 2014
Integral Group, Inc. October 2013 - February 2014
Consultant to: HERC, and Experience Unlimited, Bay Area Rescue Mission 2012 - 2012
Black Rock (Previously Barclays Global Investors) 2009 - 2011
Barclays Global Investors (Acquired by Black Rock in 2009) 2000 - 2009
Wells Fargo 1996 - 1999
Richard C. Blum Associates 1994 - 1996
Skills
Visio, Management, ITIL, Process Improvement, Windows, Quality Assurance, Change Management, Analysis, IT Service Management, Microsoft Office, JIRA, Project Management, Software Documentation, Citrix, Business Analysis, Program Management, Enterprise Software, Networking, Integration, Vendor Management, Databases, Business Process..., Project Delivery, Project Governance, Customer Service, Project Portfolio..., Team Building, IT Strategy, Requirements Analysis, Business Requirements, Training, Leadership, IT Management, SharePoint, IT Operations, Windows Sharepoint..., WebEx, Photoshop, Consulting, Telecommunications, Raiser's Edge, Great communications..., Google Calendar, Touch Point
Education
Golden Gate University
Information Technology Certificate
City College of San Francisco
Business Administration and Management, General
First Republic Bank November 2014 - June 2015
Bank of the West /BNP Paribas August 2014 - November 2014
Integral Group, Inc. October 2013 - February 2014
Consultant to: HERC, and Experience Unlimited, Bay Area Rescue Mission 2012 - 2012
Black Rock (Previously Barclays Global Investors) 2009 - 2011
Barclays Global Investors (Acquired by Black Rock in 2009) 2000 - 2009
Wells Fargo 1996 - 1999
Richard C. Blum Associates 1994 - 1996
Skills
Visio, Management, ITIL, Process Improvement, Windows, Quality Assurance, Change Management, Analysis, IT Service Management, Microsoft Office, JIRA, Project Management, Software Documentation, Citrix, Business Analysis, Program Management, Enterprise Software, Networking, Integration, Vendor Management, Databases, Business Process..., Project Delivery, Project Governance, Customer Service, Project Portfolio..., Team Building, IT Strategy, Requirements Analysis, Business Requirements, Training, Leadership, IT Management, SharePoint, IT Operations, Windows Sharepoint..., WebEx, Photoshop, Consulting, Telecommunications, Raiser's Edge, Great communications..., Google Calendar, Touch Point
Education
Golden Gate University
Information Technology Certificate
City College of San Francisco
Business Administration and Management, General
Tina Jennings's First Republic Bank Experience May 2013 - July 2014
Job Home Lending Division at Umpqua Bank
Industry Banking
Experience
Umpqua Bank August 2014 - Present
First Republic Bank May 2013 - July 2014
Wells Fargo Home Mortgage December 2001 - May 2013
Skills
Refinance, Mortgage Lending, Loans, Investment Properties, FHA, FHA financing, VA loans, Real Estate, Mortgage Banking, Residential Mortgages, Credit, Commercial Lending, Underwriting, Real Estate Economics, Residential Homes, Loan Origination, First Time Home Buyers, Finance, Investments, Sellers
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA, Finance and Marketing
UC Berkeley 1992 — 1996
BA, Comparative Literature
Umpqua Bank August 2014 - Present
First Republic Bank May 2013 - July 2014
Wells Fargo Home Mortgage December 2001 - May 2013
Skills
Refinance, Mortgage Lending, Loans, Investment Properties, FHA, FHA financing, VA loans, Real Estate, Mortgage Banking, Residential Mortgages, Credit, Commercial Lending, Underwriting, Real Estate Economics, Residential Homes, Loan Origination, First Time Home Buyers, Finance, Investments, Sellers
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA, Finance and Marketing
UC Berkeley 1992 — 1996
BA, Comparative Literature
Charles N. Vezinaw's First Republic Bank Experience May 2005 - December 2006
Job Executive Strategist & Coach Sales / Strategy / Systems / Service
Industry Financial Services
Experience
City National Bank 2011 - Present
San Francisco Unified School District October 2013 - February 2015
Academy of Finance, National Academy Foundation (NAF) & SFUSD August 2012 - February 2015
Aikido of Notre Dame de Namur University September 2009 - September 2011
Merchant Support Network Inc. January 2007 - March 2011
First Republic Bank May 2005 - December 2006
First Republic Bank April 2003 - May 2005
Wells Fargo & Co. November 2001 - April 2003
Morgan Stanley March 2000 - November 2001
Enterprise Rent-A-Car December 1999 - March 2000
Skills
Wealth Management, Credit, Private Banking, Loans, Small Business, Financial Services, Merchant Services, Business Planning, Business Strategy, Business Analysis, New Business Development, Business Process..., Team Leadership, Team Building, Leadership Development, Training, Management, Coaching, Finance, Nonprofits, Leadership, Entrepreneurship, CRM, Accounting, Business Development
Education
San Jose State University 1994 — 1997
Bachelor of Arts, Behavioral Science Double Major Psychology
De Anza College 1991 — 1994
Associate of Arts, Liberal Arts
City National Bank 2011 - Present
San Francisco Unified School District October 2013 - February 2015
Academy of Finance, National Academy Foundation (NAF) & SFUSD August 2012 - February 2015
Aikido of Notre Dame de Namur University September 2009 - September 2011
Merchant Support Network Inc. January 2007 - March 2011
First Republic Bank May 2005 - December 2006
First Republic Bank April 2003 - May 2005
Wells Fargo & Co. November 2001 - April 2003
Morgan Stanley March 2000 - November 2001
Enterprise Rent-A-Car December 1999 - March 2000
Skills
Wealth Management, Credit, Private Banking, Loans, Small Business, Financial Services, Merchant Services, Business Planning, Business Strategy, Business Analysis, New Business Development, Business Process..., Team Leadership, Team Building, Leadership Development, Training, Management, Coaching, Finance, Nonprofits, Leadership, Entrepreneurship, CRM, Accounting, Business Development
Education
San Jose State University 1994 — 1997
Bachelor of Arts, Behavioral Science Double Major Psychology
De Anza College 1991 — 1994
Associate of Arts, Liberal Arts
Hogan Wong's First Republic Bank Experience September 2006 - August 2007
Job Senior Desktop Support Engineer 2 at Good Technology
Industry Information Technology and Services
Experience
Good Technology December 2014 - Present
Good Technology December 2013 - December 2014
ECU Tuning Group August 2012 - December 2014
Assured Technology July 2013 - November 2013
Xilinx April 2013 - June 2013
Yahoo! August 2012 - April 2013
Liberty Bank August 2007 - August 2012
First Republic Bank September 2006 - August 2007
Wells Fargo March 2003 - September 2006
Enterprise Rent-A-Car March 2001 - February 2003
Skills
Graphic Design, Web Development, Digital Photography, Adobe Creative Suite, Store Management, Customer Service, Sales, Sales Management, Vendor Management, Customer Satisfaction, Marketing, Microsoft Excel, Banking, Team Building, Microsoft Office, Process Improvement, Account Management, Customer Retention, Strategic Planning, Budgets, Business Development, Windows 7, Windows XP Pro, Microsoft Solutions, Mac OS, Active Directory, Employee Relations, Management, IT Solutions, Internet Services, Troubleshooting, Networking
Education
California State University-Hayward 2003 — 2005
Bachelor's Degree
De Anza College 1996 — 2003
AA
Good Technology December 2014 - Present
Good Technology December 2013 - December 2014
ECU Tuning Group August 2012 - December 2014
Assured Technology July 2013 - November 2013
Xilinx April 2013 - June 2013
Yahoo! August 2012 - April 2013
Liberty Bank August 2007 - August 2012
First Republic Bank September 2006 - August 2007
Wells Fargo March 2003 - September 2006
Enterprise Rent-A-Car March 2001 - February 2003
Skills
Graphic Design, Web Development, Digital Photography, Adobe Creative Suite, Store Management, Customer Service, Sales, Sales Management, Vendor Management, Customer Satisfaction, Marketing, Microsoft Excel, Banking, Team Building, Microsoft Office, Process Improvement, Account Management, Customer Retention, Strategic Planning, Budgets, Business Development, Windows 7, Windows XP Pro, Microsoft Solutions, Mac OS, Active Directory, Employee Relations, Management, IT Solutions, Internet Services, Troubleshooting, Networking
Education
California State University-Hayward 2003 — 2005
Bachelor's Degree
De Anza College 1996 — 2003
AA
Waleska Morales's First Republic Bank Experience August 2015 - Present
Job Eagle Credit Generalist at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2015 - Present
First Republic Bank June 2015 - Present
GenSpring Family Offices January 2014 - December 2014
SunTrust Bank, Sports & Entertainment Group May 2011 - December 2014
CSI Capital Management June 2000 - May 2011
Citi Financial January 1998 - December 1998
Dr. Jovan Plamenac, DDS January 1996 - December 1997
Skills
Outlook, Customer Service, Microsoft Office, Sales, Team Building, Microsoft Excel, Social Media, Account Management, Event Planning, Strategic Planning, Microsoft Word, Access, Budgets, Training, Management, Leadership, Client Support..., Office Administration, Real Estate Transactions, Tax Returns, Estate Planning, Social Networking, Facebook, Instagram, Expense Reports, Confidentiality, Self-confidence, Private Banking, Flexible to Change, Multi-task & Handle..., Skilled Multi-tasker, Good Organizational..., Flexibility/Adaptability..., Interpersonal Abilities, Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Honesty/Integrity/Morali..., Dedication/Hard-Working/..., Dependability/Reliabilit..., Positive..., Self-Motivated/Ability..., Marketing
Education
UCSF 1998 — 2000
City College of San Francisco
English as Second Language Diplomas and Certificates
La Salle Instituto Pedagogico, Nicaragua 1987 — 1994
High School, High School/Secondary Diplomas and Certificates
First Republic Bank August 2015 - Present
First Republic Bank June 2015 - Present
GenSpring Family Offices January 2014 - December 2014
SunTrust Bank, Sports & Entertainment Group May 2011 - December 2014
CSI Capital Management June 2000 - May 2011
Citi Financial January 1998 - December 1998
Dr. Jovan Plamenac, DDS January 1996 - December 1997
Skills
Outlook, Customer Service, Microsoft Office, Sales, Team Building, Microsoft Excel, Social Media, Account Management, Event Planning, Strategic Planning, Microsoft Word, Access, Budgets, Training, Management, Leadership, Client Support..., Office Administration, Real Estate Transactions, Tax Returns, Estate Planning, Social Networking, Facebook, Instagram, Expense Reports, Confidentiality, Self-confidence, Private Banking, Flexible to Change, Multi-task & Handle..., Skilled Multi-tasker, Good Organizational..., Flexibility/Adaptability..., Interpersonal Abilities, Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Honesty/Integrity/Morali..., Dedication/Hard-Working/..., Dependability/Reliabilit..., Positive..., Self-Motivated/Ability..., Marketing
Education
UCSF 1998 — 2000
City College of San Francisco
English as Second Language Diplomas and Certificates
La Salle Instituto Pedagogico, Nicaragua 1987 — 1994
High School, High School/Secondary Diplomas and Certificates
Trevor Robertson's First Republic Bank Experience June 2015 - Present
Job Copywriter & Content Marketing Coordinator at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank June 2015 - Present
Freelance August 2014 - Present
RPA September 2013 - October 2014
Chapman University Marketing Department September 2012 - August 2013
Draftfcb June 2012 - August 2012
Chapman Law School Admissions Office June 2011 - June 2012
Chapman University 2011 - 2012
THINK Together October 2010 - June 2011
Pacific Sunwear April 2010 - August 2010
Skills
Adobe Acrobat, Film, Microsoft Office, InDesign, Word, PowerPoint, Writing, Copywriting, Customer Service, Research, Public Relations, Creative Writing, Editing, Telephone Skills, SEO, Adobe Creative Suite, Social Media, Blogging, Music, Account Management, WPM: 75, Account Planning, Excel, Advertising strategy, Marketing Strategy, Digital Marketing, Digital Strategy, Social Networking, Marketing Communications, Social Media Marketing, Microsoft Word, Event Planning
Education
The Book Shop LA 2013 — 2014
Advertising/Marketing Copywriting
Chapman University 2009 — 2013
Bachelor of Arts, Public Relations and Advertising
Liberty High School 2005 — 2009
General, General
First Republic Bank June 2015 - Present
Freelance August 2014 - Present
RPA September 2013 - October 2014
Chapman University Marketing Department September 2012 - August 2013
Draftfcb June 2012 - August 2012
Chapman Law School Admissions Office June 2011 - June 2012
Chapman University 2011 - 2012
THINK Together October 2010 - June 2011
Pacific Sunwear April 2010 - August 2010
Skills
Adobe Acrobat, Film, Microsoft Office, InDesign, Word, PowerPoint, Writing, Copywriting, Customer Service, Research, Public Relations, Creative Writing, Editing, Telephone Skills, SEO, Adobe Creative Suite, Social Media, Blogging, Music, Account Management, WPM: 75, Account Planning, Excel, Advertising strategy, Marketing Strategy, Digital Marketing, Digital Strategy, Social Networking, Marketing Communications, Social Media Marketing, Microsoft Word, Event Planning
Education
The Book Shop LA 2013 — 2014
Advertising/Marketing Copywriting
Chapman University 2009 — 2013
Bachelor of Arts, Public Relations and Advertising
Liberty High School 2005 — 2009
General, General
Man (Austin) Cheng's First Republic Bank Experience October 2008 - October 2009
Job Financial Center Manager, AVP at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Violevin, LLC August 2010 - January 2013
Wells Fargo November 2009 - September 2011
First Republic Bank October 2008 - October 2009
Bank of America August 2005 - September 2008
Skills
Time Management, Prioritize Workload, Deadline Oriented, Multi-task & Handle..., Microsoft Office, Email Management, Newsletters, Recruiting, Talent Management, Contract Negotiation, Business Development, Customer Service, Sales, Credit, Banking, Leadership, Management, Retail Banking, Finance, Loans, Relationship Management, Consumer Lending, Mortgage Lending, Training, Credit Analysis
Education
City College of San Francisco 2003 — 2008
S.K.H. Tsang Shiu Tim Secondary School (Hong Kong) 1999 — 2003
Bank of America January 2013 - Present
Violevin, LLC August 2010 - January 2013
Wells Fargo November 2009 - September 2011
First Republic Bank October 2008 - October 2009
Bank of America August 2005 - September 2008
Skills
Time Management, Prioritize Workload, Deadline Oriented, Multi-task & Handle..., Microsoft Office, Email Management, Newsletters, Recruiting, Talent Management, Contract Negotiation, Business Development, Customer Service, Sales, Credit, Banking, Leadership, Management, Retail Banking, Finance, Loans, Relationship Management, Consumer Lending, Mortgage Lending, Training, Credit Analysis
Education
City College of San Francisco 2003 — 2008
S.K.H. Tsang Shiu Tim Secondary School (Hong Kong) 1999 — 2003
Adam Peterson, MS MIS Adam Peterson, MS MIS's First Republic Bank Experience August 2007 - February 2008
Job Installation & Support Manager at Ditronics Financial Services
Industry Financial Services
Experience
DiTRONICS Financial Services August 2014 - Present
Ditronics Financial Services August 2014 - April 2015
Global Cash Access March 2014 - August 2014
Global Cash Access April 2012 - March 2014
ZipRealty January 2010 - January 2014
Bank of America May 2009 - September 2011
Global Cash Access February 2008 - February 2009
First Republic Bank August 2007 - February 2008
USAF May 2003 - May 2007
Skills
Real Estate, Customer Service, Access, Risk Management, Microsoft Excel, Outlook, Microsoft Office, Analysis, Project Management, Strategic Planning, Team Building, Microsoft Word, Troubleshooting, Visio, Project Planning, Credit, Contract Negotiation, SharePoint, Financial Analysis, Program Management, Testing, Budgets, Management, Leadership
Education
University of Nevada-Las Vegas - College of Business 2009 — 2012
Masters, Management Information Systems
University of Nevada-Las Vegas 2005 — 2008
BSBA, Finance
Community College of the Air Force 2003 — 2006
Associates, Electronics
DiTRONICS Financial Services August 2014 - Present
Ditronics Financial Services August 2014 - April 2015
Global Cash Access March 2014 - August 2014
Global Cash Access April 2012 - March 2014
ZipRealty January 2010 - January 2014
Bank of America May 2009 - September 2011
Global Cash Access February 2008 - February 2009
First Republic Bank August 2007 - February 2008
USAF May 2003 - May 2007
Skills
Real Estate, Customer Service, Access, Risk Management, Microsoft Excel, Outlook, Microsoft Office, Analysis, Project Management, Strategic Planning, Team Building, Microsoft Word, Troubleshooting, Visio, Project Planning, Credit, Contract Negotiation, SharePoint, Financial Analysis, Program Management, Testing, Budgets, Management, Leadership
Education
University of Nevada-Las Vegas - College of Business 2009 — 2012
Masters, Management Information Systems
University of Nevada-Las Vegas 2005 — 2008
BSBA, Finance
Community College of the Air Force 2003 — 2006
Associates, Electronics
Matt Adle Matt Adle's First Republic Bank Experience February 2006 - November 2008
Job Corporate Account Executive Enterprise at New Relic, Inc.
Industry Information Technology and Services
Experience
New Relic, Inc. July 2015 - Present
New Relic, Inc. January 2015 - July 2015
New Relic, Inc. April 2014 - January 2015
Zuora January 2013 - April 2014
Informatica October 2011 - January 2013
Wheelhouse Enterprises August 2009 - October 2011
Pitney Bowes November 2008 - August 2009
US Army June 2001 - June 2009
First Republic Bank February 2006 - November 2008
Yodlee 2002 - 2004
Skills
Lead Generation, Selling, Enterprise Software, Solution Selling, Salesforce.com, CRM, Sales, B2B, SaaS, Cloud Computing, Sales Operations, Account Management, Direct Sales, Call Center, Sales Process, Start-ups, Business Development, Sales Management, New Business Development, Business Intelligence
Education
Notre Dame de Namur University 2011 — 2013
Communication, Communication
College of San Mateo 2009 — 2011
General Studies, General Education
Hillsdale High
New Relic, Inc. July 2015 - Present
New Relic, Inc. January 2015 - July 2015
New Relic, Inc. April 2014 - January 2015
Zuora January 2013 - April 2014
Informatica October 2011 - January 2013
Wheelhouse Enterprises August 2009 - October 2011
Pitney Bowes November 2008 - August 2009
US Army June 2001 - June 2009
First Republic Bank February 2006 - November 2008
Yodlee 2002 - 2004
Skills
Lead Generation, Selling, Enterprise Software, Solution Selling, Salesforce.com, CRM, Sales, B2B, SaaS, Cloud Computing, Sales Operations, Account Management, Direct Sales, Call Center, Sales Process, Start-ups, Business Development, Sales Management, New Business Development, Business Intelligence
Education
Notre Dame de Namur University 2011 — 2013
Communication, Communication
College of San Mateo 2009 — 2011
General Studies, General Education
Hillsdale High
Jennifer Vaughn Jennifer Vaughn's First Republic Bank Experience October 2001 - Present
Job NY Region Team Processing Manager
Industry Banking
Experience
First Republic Bank October 2001 - Present
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1991 - 1993
Skills
Mortgage Lending
Education
City University of New York City College 2015 — 2020
BS - Mathematics, Applied Mathematics
First Republic Bank October 2001 - Present
Chase Manhattan Bank 1998 - 2000
Chase Manhattan Bank 1991 - 1993
Skills
Mortgage Lending
Education
City University of New York City College 2015 — 2020
BS - Mathematics, Applied Mathematics
David Inman David Inman's First Republic Bank Experience February 2010 - March 2011
Job Director Product Project Process
Industry Financial Services
Experience
Fremont Bank September 2011 - Present
First Republic Bank February 2010 - March 2011
Intera Communications: AzureMayan Services Division March 2009 - September 2009
E-LOAN August 2002 - March 2009
Credit Union of Denver December 1999 - May 2002
Skills
Product Management, Product Development, Project Management, Cross-functional Team..., Business Analysis, Strategic Planning, Business Process..., Market Research, Pricing Strategy, Agile Project Management, IT Operations, Vendor Management, Team Leadership, SDLC, Report Writing, Internal Communications, MS Project, SQL, RUP Methodologies, Microsoft Office, Crystal Reports, Empower, Mortgage Banking, Financial Services, Banking, IT Service Management, Managed Services, Telecommunications, Loans, Integration, Mortgage Lending, Analysis, Management, Leadership, Training, Start-ups, Software Development, Agile Methodologies, CRM, Risk Management, Budgets, Executive Management, Secondary Mortgage..., Credit Analysis, Customer Service, Teamwork, Mentoring, Underwriting
Education
Colorado Christian University
B.A., Biblical Exposition (Research)
Ohlone College
Samuel Merritt College
Fremont Bank September 2011 - Present
First Republic Bank February 2010 - March 2011
Intera Communications: AzureMayan Services Division March 2009 - September 2009
E-LOAN August 2002 - March 2009
Credit Union of Denver December 1999 - May 2002
Skills
Product Management, Product Development, Project Management, Cross-functional Team..., Business Analysis, Strategic Planning, Business Process..., Market Research, Pricing Strategy, Agile Project Management, IT Operations, Vendor Management, Team Leadership, SDLC, Report Writing, Internal Communications, MS Project, SQL, RUP Methodologies, Microsoft Office, Crystal Reports, Empower, Mortgage Banking, Financial Services, Banking, IT Service Management, Managed Services, Telecommunications, Loans, Integration, Mortgage Lending, Analysis, Management, Leadership, Training, Start-ups, Software Development, Agile Methodologies, CRM, Risk Management, Budgets, Executive Management, Secondary Mortgage..., Credit Analysis, Customer Service, Teamwork, Mentoring, Underwriting
Education
Colorado Christian University
B.A., Biblical Exposition (Research)
Ohlone College
Samuel Merritt College
Leslie Boone Leslie Boone's First Republic Bank Experience September 2010 - January 2014
Job Technical Trainer
Industry Real Estate
Experience
Alain Pinel Realtors May 2014 - Present
First Republic Bank September 2010 - January 2014
Fremont Bank February 2008 - August 2010
Old Republic Title Company April 2006 - January 2008
Fidelity National Financial November 2004 - April 2006
North American Title Company September 2002 - October 2004
Stewart Title of California February 2002 - September 2002
Chicago Title Insurance Company August 2000 - February 2002
John E. Wilkins, Attorney At Law July 1998 - July 2000
First American Title March 1993 - May 1998
Skills
Training, Technical Writing, Employee Training, Escrow, Software Documentation, Financial Policies &..., Software Testing, Mortgage Lending, Loan Documents, Funding, Loan Closings, Residential..., HUD and RESPA Guidelines, Cloud Computing, Cloud Applications, Office 365
Education
Anthony's Real Estate School 1992 — 1992
College of San Mateo 1990 — 1992
Business Administration and Management, General
Alain Pinel Realtors May 2014 - Present
First Republic Bank September 2010 - January 2014
Fremont Bank February 2008 - August 2010
Old Republic Title Company April 2006 - January 2008
Fidelity National Financial November 2004 - April 2006
North American Title Company September 2002 - October 2004
Stewart Title of California February 2002 - September 2002
Chicago Title Insurance Company August 2000 - February 2002
John E. Wilkins, Attorney At Law July 1998 - July 2000
First American Title March 1993 - May 1998
Skills
Training, Technical Writing, Employee Training, Escrow, Software Documentation, Financial Policies &..., Software Testing, Mortgage Lending, Loan Documents, Funding, Loan Closings, Residential..., HUD and RESPA Guidelines, Cloud Computing, Cloud Applications, Office 365
Education
Anthony's Real Estate School 1992 — 1992
College of San Mateo 1990 — 1992
Business Administration and Management, General
Valerie Truesdale Valerie Truesdale's First Republic Bank Experience November 2014 - May 2015
Job DW/BI Data Architect and System Analyst
Industry Information Technology and Services
Experience
Business Analytic Solutions, Inc. June 2015 - Present
First Republic Bank November 2014 - May 2015
Xilinx July 2013 - October 2014
First Republic Bank December 2012 - June 2013
T-Mobile October 2011 - November 2012
Citrix Systems May 2010 - September 2011
Amgen December 2008 - April 2010
Symantec October 2007 - November 2008
Walt Disney Internet Group - now Disney Interactive Media Group December 2006 - September 2007
Genentech - now Roche December 2005 - December 2006
Skills
Data Warehousing, Business Intelligence, Kimball Methodology, Inmon Methodology, Requirements Elicitation, Use Case Methodology, Rational Unified..., Data Analysis, Oracle SQL, Toad, SQL, Requirement..., ETL Specifications, Informatica, Business Objects, Cognos, Microstrategy, MS SQL Server 2008 R2, MS SQL Server..., MS SQL Server Reporting..., Data Architecture, Data Modeling, Data Governance, Data Integration, CA ERwin, embarcadero E/R Studio, Dimensional Modeling, ERD Modeling, ERP, CRM, Business Process..., Business Analysis, Business Requirements, Analytics, DataFlux, IBM Mainframe, TSO, Brokerage, Marketing, MS Project, Microsoft Technologies, Technical Writing, Workshop Facilitation, Solution Architecture, Training, Enterprise Architecture, TOGAF, Archimate, Iterative Methodologies, Project Management
Education
DePaul University
Computer Career Program, Post Baccalaureates Computer Science program
University of Illinois at Chicago
Bachelor of Science, Marketing and Quantitative Methods
Business Analytic Solutions, Inc. June 2015 - Present
First Republic Bank November 2014 - May 2015
Xilinx July 2013 - October 2014
First Republic Bank December 2012 - June 2013
T-Mobile October 2011 - November 2012
Citrix Systems May 2010 - September 2011
Amgen December 2008 - April 2010
Symantec October 2007 - November 2008
Walt Disney Internet Group - now Disney Interactive Media Group December 2006 - September 2007
Genentech - now Roche December 2005 - December 2006
Skills
Data Warehousing, Business Intelligence, Kimball Methodology, Inmon Methodology, Requirements Elicitation, Use Case Methodology, Rational Unified..., Data Analysis, Oracle SQL, Toad, SQL, Requirement..., ETL Specifications, Informatica, Business Objects, Cognos, Microstrategy, MS SQL Server 2008 R2, MS SQL Server..., MS SQL Server Reporting..., Data Architecture, Data Modeling, Data Governance, Data Integration, CA ERwin, embarcadero E/R Studio, Dimensional Modeling, ERD Modeling, ERP, CRM, Business Process..., Business Analysis, Business Requirements, Analytics, DataFlux, IBM Mainframe, TSO, Brokerage, Marketing, MS Project, Microsoft Technologies, Technical Writing, Workshop Facilitation, Solution Architecture, Training, Enterprise Architecture, TOGAF, Archimate, Iterative Methodologies, Project Management
Education
DePaul University
Computer Career Program, Post Baccalaureates Computer Science program
University of Illinois at Chicago
Bachelor of Science, Marketing and Quantitative Methods
Zachary Robin Zachary Robin's First Republic Bank Experience July 2011 - August 2011
Job CoFounder at Bonfire Labs LLC
Industry Financial Services
Experience
Casamir Partners May 2015 - Present
Bonfire Labs LLC August 2014 - May 2015
Anabi Oil December 2014 - April 2015
Institute of International Finance June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
First Republic Bank July 2011 - August 2011
San Francisco District Attorney Kamala Harris June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Marketing, Team Leadership, Strategic Planning, Sales, Investments, Bloomberg Terminal, Social Media Marketing, International Relations, Customer Service, Microsoft Office, C++, R, SAS, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2012 — 2014
Master of Science (M.S.), Financial Engineering
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Robert Day School and Kravis Leadership Institute
San Francisco University High School 2005 — 2009
Casamir Partners May 2015 - Present
Bonfire Labs LLC August 2014 - May 2015
Anabi Oil December 2014 - April 2015
Institute of International Finance June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
First Republic Bank July 2011 - August 2011
San Francisco District Attorney Kamala Harris June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Marketing, Team Leadership, Strategic Planning, Sales, Investments, Bloomberg Terminal, Social Media Marketing, International Relations, Customer Service, Microsoft Office, C++, R, SAS, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2012 — 2014
Master of Science (M.S.), Financial Engineering
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Robert Day School and Kravis Leadership Institute
San Francisco University High School 2005 — 2009
Lauren Vaughan Lauren Vaughan's First Republic Bank Experience November 2014 - Present
Job Finance at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2014 - Present
GuideSpark May 2014 - November 2014
Traveler May 2013 - December 2013
Bank of America - Corporate Treasury June 2012 - April 2013
Bank of America - Corporate Treasury June 2010 - June 2012
Skills
Financial Analysis, Financial Reporting, Communication, Pay Close Attention to..., Leadership, Loans
Education
Clemson University 2006 — 2010
Bachelor's degree, Financial Management
First Republic Bank November 2014 - Present
GuideSpark May 2014 - November 2014
Traveler May 2013 - December 2013
Bank of America - Corporate Treasury June 2012 - April 2013
Bank of America - Corporate Treasury June 2010 - June 2012
Skills
Financial Analysis, Financial Reporting, Communication, Pay Close Attention to..., Leadership, Loans
Education
Clemson University 2006 — 2010
Bachelor's degree, Financial Management
Michael DiDonna Michael DiDonna's First Republic Bank Experience February 2015 - Present
Job Eagle Lending Associate at First Republic Bank
Industry Internet
Experience
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - Present
Montalbano's Pool and Spa November 2007 - June 2014
CarGroup HoldingsLLC September 2012 - April 2013
UBS 2012 - 2012
Skills
Leadership, Customer Service, Management, Team Leadership, Team Building, Research, Marketing, Budgets, Banking, Social Media, Microsoft Office, Sales Management, Strategic Planning, Microsoft Word, Time Management, New Business Development, Negotiation, Cross Selling, Branch Banking, Mortgage Lending, Commercial Lending
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor's degree, Business/Corporate Communications
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - Present
Montalbano's Pool and Spa November 2007 - June 2014
CarGroup HoldingsLLC September 2012 - April 2013
UBS 2012 - 2012
Skills
Leadership, Customer Service, Management, Team Leadership, Team Building, Research, Marketing, Budgets, Banking, Social Media, Microsoft Office, Sales Management, Strategic Planning, Microsoft Word, Time Management, New Business Development, Negotiation, Cross Selling, Branch Banking, Mortgage Lending, Commercial Lending
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor's degree, Business/Corporate Communications
Ashanti Callender Ashanti Callender's First Republic Bank Experience May 2014 - September 2014
Job Hazmat Administrative Assistant at AKRF
Industry Marketing and Advertising
Experience
AKRF July 2015 - Present
Ignite Brand Group December 2014 - Present
The Corcoran Group February 2015 - July 2015
1199 SEIU Child Care Corporation November 2014 - December 2014
First Republic Bank May 2014 - September 2014
Kaplan Test Prep and Admissions May 2012 - May 2013
Educate Online February 2012 - April 2012
UNIQLO November 2011 - January 2012
Claflin University August 2010 - May 2011
Claflin University October 2010 - April 2011
Skills
Research, Customer Service, PowerPoint, Training, Community Outreach, Public Speaking, Leadership, Management, Microsoft Excel, Program Management, Academic Research, Internet Research, MS Office Proficient..., Microsoft Office, Excel, Life Sciences, Teaching, Word, Type 38 wpm, Inventory Control
Education
Claflin University 2007 — 2011
Bachelors, Biology, 3.44
AKRF July 2015 - Present
Ignite Brand Group December 2014 - Present
The Corcoran Group February 2015 - July 2015
1199 SEIU Child Care Corporation November 2014 - December 2014
First Republic Bank May 2014 - September 2014
Kaplan Test Prep and Admissions May 2012 - May 2013
Educate Online February 2012 - April 2012
UNIQLO November 2011 - January 2012
Claflin University August 2010 - May 2011
Claflin University October 2010 - April 2011
Skills
Research, Customer Service, PowerPoint, Training, Community Outreach, Public Speaking, Leadership, Management, Microsoft Excel, Program Management, Academic Research, Internet Research, MS Office Proficient..., Microsoft Office, Excel, Life Sciences, Teaching, Word, Type 38 wpm, Inventory Control
Education
Claflin University 2007 — 2011
Bachelors, Biology, 3.44
Maria Cristina Gallagher Maria Cristina Gallagher's First Republic Bank Experience September 2014 - Present
Job Private Banker at First Republic Bank
Industry
Experience
First Republic Bank September 2014 - Present
Sud de France Export December 2012 - March 2013
Jordan Edmiston Group December 2011 - March 2012
Skills
PowerPoint, Research, Customer Service, Event Planning, Event Marketing Strategy, Curriculum Design, Market Research, Trade Shows, Teaching, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), History
Convent of the Sacred Heart 2006 — 2010
Manhattan School of Music 2003 — 2010
Pre-College Program
Lycée Français de New York 1996 — 2006
First Republic Bank September 2014 - Present
Sud de France Export December 2012 - March 2013
Jordan Edmiston Group December 2011 - March 2012
Skills
PowerPoint, Research, Customer Service, Event Planning, Event Marketing Strategy, Curriculum Design, Market Research, Trade Shows, Teaching, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), History
Convent of the Sacred Heart 2006 — 2010
Manhattan School of Music 2003 — 2010
Pre-College Program
Lycée Français de New York 1996 — 2006
Michael Tom Michael Tom's First Republic Bank Experience February 2012 - May 2012
Job Systems Support Analyst at Walmart eCommerce
Industry Information Technology and Services
Experience
Walmart eCommerce August 2014 - Present
Walmart eCommerce January 2013 - July 2014
Genentech May 2012 - December 2012
First Republic Bank February 2012 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Mac OS X, Windows 7, VMware, OS X, Software Documentation, Printers, Active Directory, Servers, Troubleshooting, Technical Support, Microsoft Exchange, Hardware, DNS, XP, Windows Server, Operating Systems, Help Desk Support, Software Installation, Blackberry, Windows, BMC Remedy, Computer Hardware, Visio, Databases, Ubuntu, System Administration, TCP/IP, Wireless Networking, Computer Repair, Networking, Visual Basic, Outlook, Security, Windows XP
Education
San Francisco State University 2009 — 2011
BS, Business Administration
San Francisco State University, College of Business 2009 — 2011
BS, Information Systems
City College of San Francisco 2003 — 2008
Associates Degree, General Studies
Abraham Lincoln High School 2000 — 2003
High School Diploma, GE
Walmart eCommerce August 2014 - Present
Walmart eCommerce January 2013 - July 2014
Genentech May 2012 - December 2012
First Republic Bank February 2012 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Mac OS X, Windows 7, VMware, OS X, Software Documentation, Printers, Active Directory, Servers, Troubleshooting, Technical Support, Microsoft Exchange, Hardware, DNS, XP, Windows Server, Operating Systems, Help Desk Support, Software Installation, Blackberry, Windows, BMC Remedy, Computer Hardware, Visio, Databases, Ubuntu, System Administration, TCP/IP, Wireless Networking, Computer Repair, Networking, Visual Basic, Outlook, Security, Windows XP
Education
San Francisco State University 2009 — 2011
BS, Business Administration
San Francisco State University, College of Business 2009 — 2011
BS, Information Systems
City College of San Francisco 2003 — 2008
Associates Degree, General Studies
Abraham Lincoln High School 2000 — 2003
High School Diploma, GE
Steve Hazelwood Steve Hazelwood's First Republic Bank Experience July 1994 - August 1996
Job Staff Business Analyst, Quality Systems at Abbott Vascular
Industry Medical Devices
Experience
Abbott Vascular January 2007 - Present
LMR Solutions April 2006 - December 2006
First American September 1999 - March 2006
Advanta September 1996 - August 1999
First Republic Bank July 1994 - August 1996
First Franklin 1989 - June 1994
Skills
Project Management, Quality Management, Software Project..., Process Improvement, Requirements Analysis, Leadership, Visio, Project Planning, Quality Assurance, Business Process, Vendor Management, Business Analysis, Microsoft Excel, Cross-functional Team..., Testing, Business Process..., Agile Methodologies, SDLC, Continuous Improvement, PMP, Business Intelligence, Software Documentation, Management, Integration, Product Management, Customer Service, Change Management, Product Development, Program Management, Training, Analysis, Software Development, Strategy, Strategic Planning, Six Sigma, SharePoint Designer, Team Leadership
Education
University of California, Berkeley
Bachelor of Arts (BA), Philosophy
Coleman College
Certificate, Computer Software Engineering
Abbott Vascular January 2007 - Present
LMR Solutions April 2006 - December 2006
First American September 1999 - March 2006
Advanta September 1996 - August 1999
First Republic Bank July 1994 - August 1996
First Franklin 1989 - June 1994
Skills
Project Management, Quality Management, Software Project..., Process Improvement, Requirements Analysis, Leadership, Visio, Project Planning, Quality Assurance, Business Process, Vendor Management, Business Analysis, Microsoft Excel, Cross-functional Team..., Testing, Business Process..., Agile Methodologies, SDLC, Continuous Improvement, PMP, Business Intelligence, Software Documentation, Management, Integration, Product Management, Customer Service, Change Management, Product Development, Program Management, Training, Analysis, Software Development, Strategy, Strategic Planning, Six Sigma, SharePoint Designer, Team Leadership
Education
University of California, Berkeley
Bachelor of Arts (BA), Philosophy
Coleman College
Certificate, Computer Software Engineering
Pete Brigham's First Republic Bank Experience April 2013 - November 2013
Job .
Industry Information Technology and Services
Experience
Esurance January 2014 - July 2015
First Republic Bank April 2013 - November 2013
Jamba Juice August 2012 - March 2013
Microsoft December 2007 - June 2012
Quellos Group, LLC March 2006 - October 2007
Captaris December 2003 - February 2006
Qualis Health January 1999 - November 2003
Skills
Project Management, Business Analysis, Business Requirements, Scrum, Business Intelligence, SSIS, Data Modeling, SharePoint, SSRS, Analysis Services, Data Warehousing, MDX, Dimensional Modeling, OLAP, T-SQL, ETL, Database Design, SQL Server 2000-2012, ETL Tools and..., SSAS, Database Administration, Data Analysis, VSTF, Quality Auditing, Tableau, R, Visual Studio, Tableau Desktop
Education
City University of Seattle
Bachelor’s Degree, Computer Science
University of New Hampshire
Esurance January 2014 - July 2015
First Republic Bank April 2013 - November 2013
Jamba Juice August 2012 - March 2013
Microsoft December 2007 - June 2012
Quellos Group, LLC March 2006 - October 2007
Captaris December 2003 - February 2006
Qualis Health January 1999 - November 2003
Skills
Project Management, Business Analysis, Business Requirements, Scrum, Business Intelligence, SSIS, Data Modeling, SharePoint, SSRS, Analysis Services, Data Warehousing, MDX, Dimensional Modeling, OLAP, T-SQL, ETL, Database Design, SQL Server 2000-2012, ETL Tools and..., SSAS, Database Administration, Data Analysis, VSTF, Quality Auditing, Tableau, R, Visual Studio, Tableau Desktop
Education
City University of Seattle
Bachelor’s Degree, Computer Science
University of New Hampshire
Miranda Lin's First Republic Bank Experience January 2015 - Present
Job Vice President, Regulatory Affairs at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Bank of America January 2005 - December 2014
BearingPoint August 1999 - December 2004
Merrill Lynch Investment Management June 1998 - August 1998
Mellon Capital Management May 1993 - May 1997
Skills
Financial Services, Risk Management, Portfolio Management, Banking, Business Process..., Financial Modeling, Strategy, Relationship Management, Business Analysis, Mergers & Acquisitions, Capital Markets, Business Transformation, Financial Analysis, Process Improvement, Program Management, PMO, Acquisition Integration, Change Management, Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Business
University of California, Berkeley 1990 — 1993
BA, Political Science
Richmond, The American International University in London 1992 — 1992
Europeon Union
First Republic Bank January 2015 - Present
Bank of America January 2005 - December 2014
BearingPoint August 1999 - December 2004
Merrill Lynch Investment Management June 1998 - August 1998
Mellon Capital Management May 1993 - May 1997
Skills
Financial Services, Risk Management, Portfolio Management, Banking, Business Process..., Financial Modeling, Strategy, Relationship Management, Business Analysis, Mergers & Acquisitions, Capital Markets, Business Transformation, Financial Analysis, Process Improvement, Program Management, PMO, Acquisition Integration, Change Management, Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Business
University of California, Berkeley 1990 — 1993
BA, Political Science
Richmond, The American International University in London 1992 — 1992
Europeon Union
Patricia Mahoney's First Republic Bank Experience February 2010 - April 2010
Job
Industry Information Technology and Services
Experience
DDB SF May 2012 - May 2012
Apple Retail October 2010 - December 2011
Apple Retail June 2010 - October 2010
First Republic Bank February 2010 - April 2010
UCSF August 2007 - June 2009
Kelly IT Resources Temporary Staffing March 2007 - July 2007
UCSF June 1996 - November 2006
Skills
VPN, Troubleshooting, Help Desk Support, Technical Support, Hardware, Computer Hardware, Networking, Laptops, Mac, Wireless Networking, Telecommunications, OS X, Computer Repair, iPhone, Mac OS, BMC Remedy
Education
University of California, Berkeley 1971 — 1973
B.A., English and Fine Art
City College of San Francisco
A.A., General Education
University of California, Berkeley
Secondary and Adult Teaching Credentials, English and Fine Art
DDB SF May 2012 - May 2012
Apple Retail October 2010 - December 2011
Apple Retail June 2010 - October 2010
First Republic Bank February 2010 - April 2010
UCSF August 2007 - June 2009
Kelly IT Resources Temporary Staffing March 2007 - July 2007
UCSF June 1996 - November 2006
Skills
VPN, Troubleshooting, Help Desk Support, Technical Support, Hardware, Computer Hardware, Networking, Laptops, Mac, Wireless Networking, Telecommunications, OS X, Computer Repair, iPhone, Mac OS, BMC Remedy
Education
University of California, Berkeley 1971 — 1973
B.A., English and Fine Art
City College of San Francisco
A.A., General Education
University of California, Berkeley
Secondary and Adult Teaching Credentials, English and Fine Art
Tony Sachs's First Republic Bank Experience January 2015 - March 2015
Job Chief Lending Officer at Sindeo
Industry Financial Services
Experience
Sindeo March 2015 - Present
First Republic Bank January 2015 - March 2015
First Republic Bank March 2011 - January 2015
First Republic Bank August 2007 - March 2011
First Republic Bank February 2003 - August 2007
First Republic Bank June 1999 - February 2003
TransAmerica HomeFirst October 1996 - March 1999
American Senior Income June 1993 - October 1996
Skills
Mortgage Lending, Loans, Capital Markets, Banking, Credit, Portfolio Management, Credit Analysis, Underwriting, Credit Risk, Investments, Financial Analysis, Financial Services, Mortgage Banking, Financial Modeling, Sales, Relationship Management, Management, Operations Management, Commercial Lending, Financial Risk, Wealth Management, Executive Management, Finance, Strategy, Fixed Income, Risk Management, Securities, Valuation, Structured Finance, Treasury Management, Loan Origination, Asset Management, Private Banking, Residential Mortgages, Commercial Banking, Due Diligence, Funding, Loan Servicing, Series 7, Bonds, Trading, Real Estate Economics, Commercial Mortgages, Mortgage Servicing, Real Estate Financing, Real Estate
Education
University of San Francisco - School of Management 2000 — 2003
MBA, Finance
DePaul University 1991 — 1993
MA, English Literature
St. Olaf College 1986 — 1990
BA, English Literature
Sindeo March 2015 - Present
First Republic Bank January 2015 - March 2015
First Republic Bank March 2011 - January 2015
First Republic Bank August 2007 - March 2011
First Republic Bank February 2003 - August 2007
First Republic Bank June 1999 - February 2003
TransAmerica HomeFirst October 1996 - March 1999
American Senior Income June 1993 - October 1996
Skills
Mortgage Lending, Loans, Capital Markets, Banking, Credit, Portfolio Management, Credit Analysis, Underwriting, Credit Risk, Investments, Financial Analysis, Financial Services, Mortgage Banking, Financial Modeling, Sales, Relationship Management, Management, Operations Management, Commercial Lending, Financial Risk, Wealth Management, Executive Management, Finance, Strategy, Fixed Income, Risk Management, Securities, Valuation, Structured Finance, Treasury Management, Loan Origination, Asset Management, Private Banking, Residential Mortgages, Commercial Banking, Due Diligence, Funding, Loan Servicing, Series 7, Bonds, Trading, Real Estate Economics, Commercial Mortgages, Mortgage Servicing, Real Estate Financing, Real Estate
Education
University of San Francisco - School of Management 2000 — 2003
MBA, Finance
DePaul University 1991 — 1993
MA, English Literature
St. Olaf College 1986 — 1990
BA, English Literature
Steve Rinehart's First Republic Bank Experience July 2008 - Present
Job Managing Director @ First Republic Bank
Industry Banking
Experience
First Republic Bank July 2008 - Present
Wells Fargo Bank July 2001 - July 2008
IBM October 1998 - December 2000
Skills
Private Banking, Wealth Management, Mortgage Lending, Home Equity Loans, Commercial Lending, Residential Homes, First Time Home Buyers, Real Estate Development, Management, Refinance, Real Estate
Education
Colorado State University 1986 — 1990
The University of Edinburgh 1989 — 1989
First Republic Bank July 2008 - Present
Wells Fargo Bank July 2001 - July 2008
IBM October 1998 - December 2000
Skills
Private Banking, Wealth Management, Mortgage Lending, Home Equity Loans, Commercial Lending, Residential Homes, First Time Home Buyers, Real Estate Development, Management, Refinance, Real Estate
Education
Colorado State University 1986 — 1990
The University of Edinburgh 1989 — 1989
Jason O'Malley's First Republic Bank Experience February 2011 - December 2013
Job Vice President Director of Operations at Hutchinson Capital Management
Industry Financial Services
Experience
Hutchinson Capital Management January 2014 - Present
First Republic Bank February 2011 - December 2013
Advent 2007 - 2011
JPMorgan Chase March 2006 - March 2007
Thomson Financial 2003 - 2006
Skills
SQL, Portfolio Management, Process Improvement, Business Analysis, Financial Services, Management, CRM, Enterprise Software, Equities, Salesforce.com, Product Management, Project Management
Education
Colorado State University 2001 — 2002
MS, Business
Loyola University Maryland 2001 — 2006
BA, History
Hutchinson Capital Management January 2014 - Present
First Republic Bank February 2011 - December 2013
Advent 2007 - 2011
JPMorgan Chase March 2006 - March 2007
Thomson Financial 2003 - 2006
Skills
SQL, Portfolio Management, Process Improvement, Business Analysis, Financial Services, Management, CRM, Enterprise Software, Equities, Salesforce.com, Product Management, Project Management
Education
Colorado State University 2001 — 2002
MS, Business
Loyola University Maryland 2001 — 2006
BA, History
Cory Nakashiki's First Republic Bank Experience May 2013 - Present
Job Support Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2013 - Present
First Republic Bank January 2011 - October 2012
First Republic Bank July 2008 - January 2011
Wells Fargo January 2008 - March 2008
Greater Bay Bank N.A. January 2007 - January 2008
Greater Bay Bank April 2003 - December 2006
Skills
Banking, VBA, SQL, Data Analysis, Technology, Microsoft Applications, Ad Hoc Reporting, Access, Software Documentation, Business Process, Visio, Customer Service
Education
De Anza College 1995 — 2004
First Republic Bank May 2013 - Present
First Republic Bank January 2011 - October 2012
First Republic Bank July 2008 - January 2011
Wells Fargo January 2008 - March 2008
Greater Bay Bank N.A. January 2007 - January 2008
Greater Bay Bank April 2003 - December 2006
Skills
Banking, VBA, SQL, Data Analysis, Technology, Microsoft Applications, Ad Hoc Reporting, Access, Software Documentation, Business Process, Visio, Customer Service
Education
De Anza College 1995 — 2004
Peter Jablonski's First Republic Bank Experience October 2007 - May 2010
Job Experienced Credit Officer and Workout Specialist
Industry Real Estate
Experience
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
Mariana Altamirano's First Republic Bank Experience March 2002 - June 2005
Job Implementations Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo August 2007 - Present
First Republic Bank March 2002 - June 2005
Wells Fargo March 1996 - June 2001
Skills
Credit Analysis, Commercial Banking, Banking, Retail Banking, Credit, Loans, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking, Portfolio Management, Cross Selling, Risk Management, Trade Finance, Financial Risk, Financial Analysis, Financial Services, Loan Origination, Relationship Management, Treasury Management, Mutual Funds, Lines Of Credit, Wealth Management, Credit Cards, Cash Management, Mortgage Banking, Deposits, Private Banking, Home Equity Lines of..., Branch Management, Credit Unions, Customer Service
Education
City College of San Francisco
San Francisco State University
Wells Fargo April 2013 - Present
Wells Fargo August 2007 - Present
First Republic Bank March 2002 - June 2005
Wells Fargo March 1996 - June 2001
Skills
Credit Analysis, Commercial Banking, Banking, Retail Banking, Credit, Loans, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Branch Banking, Portfolio Management, Cross Selling, Risk Management, Trade Finance, Financial Risk, Financial Analysis, Financial Services, Loan Origination, Relationship Management, Treasury Management, Mutual Funds, Lines Of Credit, Wealth Management, Credit Cards, Cash Management, Mortgage Banking, Deposits, Private Banking, Home Equity Lines of..., Branch Management, Credit Unions, Customer Service
Education
City College of San Francisco
San Francisco State University
Lori Detwiler's First Republic Bank Experience April 2008 - Present
Job QC Auditor at First Republic Bank
Industry Real Estate
Experience
First Republic Bank April 2008 - Present
Residential Mortgage Capital July 2006 - November 2007
Paul financial 2004 - 2006
Paul Fiancial LLC 2004 - 2006
GreenPoint Mortgage 1994 - 2003
Education
College of Marin
First Republic Bank April 2008 - Present
Residential Mortgage Capital July 2006 - November 2007
Paul financial 2004 - 2006
Paul Fiancial LLC 2004 - 2006
GreenPoint Mortgage 1994 - 2003
Education
College of Marin
Adam Langworthy's First Republic Bank Experience July 2014 - Present
Job Director, Project Portfolio Finance at First Republic Bank
Industry Internet
Experience
First Republic Bank July 2014 - Present
Tapjoy.com November 2013 - April 2014
Apollo Group August 2010 - October 2013
XOMA September 2007 - June 2010
Applied Biosystems January 2007 - September 2007
Landor Associates 2005 - 2007
CSAA 2003 - 2005
Skills
Hyperion Planning, Business Case, Expense Management, Performance Management, Hyperion Enterprise, Social Skills, Financial Analysis, Process Improvement, Cross-functional Team..., Intermediate SQL, Budgets, Hyperion, Financial Forecasting, Forecasting
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Cornell University 1987 — 1991
BS, Business Management
First Republic Bank July 2014 - Present
Tapjoy.com November 2013 - April 2014
Apollo Group August 2010 - October 2013
XOMA September 2007 - June 2010
Applied Biosystems January 2007 - September 2007
Landor Associates 2005 - 2007
CSAA 2003 - 2005
Skills
Hyperion Planning, Business Case, Expense Management, Performance Management, Hyperion Enterprise, Social Skills, Financial Analysis, Process Improvement, Cross-functional Team..., Intermediate SQL, Budgets, Hyperion, Financial Forecasting, Forecasting
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Cornell University 1987 — 1991
BS, Business Management
Derrick Small's First Republic Bank Experience April 2011 - February 2014
Job Systems Engineer
Industry Computer & Network Security
Experience
GAF March 2014 - Present
First Republic Bank April 2011 - February 2014
sanofi-aventis November 2006 - April 2011
Affiliated Computer Services at ABC November 2005 - October 2006
McGraw-Hill December 2004 - November 2005
Lante May 2000 - January 2002
Grey Global Group April 1998 - June 2000
Skills
SCCM, Active Directory, Servers, Disaster Recovery, System Deployment, Networking, Microsoft Exchange, Windows, Network Administration, VMware Infrastructure, Integration, ITIL, Windows Server, Software Installation
Education
City University of New York
DeVry University
Bachelor, Technical Management
GAF March 2014 - Present
First Republic Bank April 2011 - February 2014
sanofi-aventis November 2006 - April 2011
Affiliated Computer Services at ABC November 2005 - October 2006
McGraw-Hill December 2004 - November 2005
Lante May 2000 - January 2002
Grey Global Group April 1998 - June 2000
Skills
SCCM, Active Directory, Servers, Disaster Recovery, System Deployment, Networking, Microsoft Exchange, Windows, Network Administration, VMware Infrastructure, Integration, ITIL, Windows Server, Software Installation
Education
City University of New York
DeVry University
Bachelor, Technical Management
Dean Perez's First Republic Bank Experience April 2006 - April 2015
Job Banking Professional
Industry Banking
Experience
First Republic Bank April 2006 - April 2015
Bank of America July 2005 - January 2006
Bank of America November 2004 - July 2005
CompUSA January 2001 - October 2003
Skills
Customer Service, Sales, Call Centers, Banking, Financial Risk, Microsoft Word, Deposits, Outlook, Data Entry, Credit, Management, Microsoft Excel, Loans, Finance, Accounting
Education
University of Phoenix 2013 — 2014
Business Administration and Management, General
Pinole Valley High School 1993 — 1997
High School Diploma, General Education
Contra Costa College
First Republic Bank April 2006 - April 2015
Bank of America July 2005 - January 2006
Bank of America November 2004 - July 2005
CompUSA January 2001 - October 2003
Skills
Customer Service, Sales, Call Centers, Banking, Financial Risk, Microsoft Word, Deposits, Outlook, Data Entry, Credit, Management, Microsoft Excel, Loans, Finance, Accounting
Education
University of Phoenix 2013 — 2014
Business Administration and Management, General
Pinole Valley High School 1993 — 1997
High School Diploma, General Education
Contra Costa College
Morteza Mahyari's First Republic Bank Experience April 2015 - Present
Job Finance Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2015 - Present
Bank of the West November 2014 - April 2015
MUFG Americas March 2011 - November 2014
Skills
SAS, Statistics, Analytics, Data Analysis, Credit Risk, SQL, Business Intelligence, Risk, Risk Management, Unix, Matlab, Microsoft Office, Predictive Modeling, Excel, Statistical Modeling, Banking, Financial Modeling, Data Mining, SAS/SQL, Basel II, Stress Testing, Market Risk, Quantitative Analytics, Quantitative Finance, SAS programming, Financial Risk, Microsoft Excel
Education
Caltech 2005 — 2007
University of California, Berkeley
University of Tehran
First Republic Bank April 2015 - Present
Bank of the West November 2014 - April 2015
MUFG Americas March 2011 - November 2014
Skills
SAS, Statistics, Analytics, Data Analysis, Credit Risk, SQL, Business Intelligence, Risk, Risk Management, Unix, Matlab, Microsoft Office, Predictive Modeling, Excel, Statistical Modeling, Banking, Financial Modeling, Data Mining, SAS/SQL, Basel II, Stress Testing, Market Risk, Quantitative Analytics, Quantitative Finance, SAS programming, Financial Risk, Microsoft Excel
Education
Caltech 2005 — 2007
University of California, Berkeley
University of Tehran
Leandro Fajardo's First Republic Bank Experience 2011 - 2012
Job Helpdesk / Technical Support
Industry Financial Services
Experience
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
Nicole McTeer, MBA's First Republic Bank Experience February 2015 - Present
Job Residential Closing Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
LANI/First Republic Bank September 2014 - December 2014
Bank of America November 2010 - May 2014
Amgen, Inc October 2005 - February 2010
Amgen, Inc. July 1996 - October 2005
Skills
Access, Analysis, Accounts Payable, Project Management, Management, Microsoft Excel, Process Improvement, Customer Service, Time Management, Team Building, Strategic Planning, Clinical Trials, Quality Assurance, Outlook, Coaching, Research, Program Management, New Business Development, Team Leadership, Microsoft Word, Databases, SAP, AS400 system, Equator, Financial Reporting, Notary Public
Education
Indiana Wesleyan University 2006 — 2008
MBA, Management
Capella University 2002 — 2004
BS, Network Technology
First Republic Bank February 2015 - Present
LANI/First Republic Bank September 2014 - December 2014
Bank of America November 2010 - May 2014
Amgen, Inc October 2005 - February 2010
Amgen, Inc. July 1996 - October 2005
Skills
Access, Analysis, Accounts Payable, Project Management, Management, Microsoft Excel, Process Improvement, Customer Service, Time Management, Team Building, Strategic Planning, Clinical Trials, Quality Assurance, Outlook, Coaching, Research, Program Management, New Business Development, Team Leadership, Microsoft Word, Databases, SAP, AS400 system, Equator, Financial Reporting, Notary Public
Education
Indiana Wesleyan University 2006 — 2008
MBA, Management
Capella University 2002 — 2004
BS, Network Technology
Henry Norman's First Republic Bank Experience August 2007 - July 2011
Job HIGH RISK CREDIT ANALYSTat Chase
Industry Banking
Experience
Chase May 2012 - Present
First Republic Bank August 2007 - July 2011
JPMorganChase 1979 - 2007
Skills
Risk Management, Cash Management, Banking, Capital Markets, Fixed Income, Credit, Financial Risk, Loans, Commercial Banking, Portfolio Management, Credit Risk, Financial Services, FX Options, Equities, Investment Banking, Relationship Management, Derivatives, Wealth Management
Education
Columbia University in the City of New York 1971 — 1975
Bachelor of Arts (BA), Economics
POWER MEMORIAL HS
Chase May 2012 - Present
First Republic Bank August 2007 - July 2011
JPMorganChase 1979 - 2007
Skills
Risk Management, Cash Management, Banking, Capital Markets, Fixed Income, Credit, Financial Risk, Loans, Commercial Banking, Portfolio Management, Credit Risk, Financial Services, FX Options, Equities, Investment Banking, Relationship Management, Derivatives, Wealth Management
Education
Columbia University in the City of New York 1971 — 1975
Bachelor of Arts (BA), Economics
POWER MEMORIAL HS
Jeffrey Bruce's First Republic Bank Experience August 2013 - Present
Job Deputy Regional Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2013 - Present
First Republic Bank September 2004 - August 2013
U.S. Trust Company of New York 1993 - 2004
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Aresty Institute of Executive Education, Executive Development Program
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Princeton University 1984 — 1988
First Republic Bank August 2013 - Present
First Republic Bank September 2004 - August 2013
U.S. Trust Company of New York 1993 - 2004
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Aresty Institute of Executive Education, Executive Development Program
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Princeton University 1984 — 1988
Brian Gillock's First Republic Bank Experience 2008 - 2008
Job ESS Remedy Engineer (Contractor) at Department of Veterans Affairs
Industry Computer Software
Experience
VA July 2008 - Present
KPBS, Inc. 2005 - Present
First Republic Bank 2008 - 2008
United States Air Force December 1986 - December 2006
Skills
IT Service Management, Business Analysis, BMC Remedy, Troubleshooting, Windows Server, Windows, SDLC, System Administration, Unix, Management, Active Directory, Configuration Management
Education
Community College of the Air Force 1996 — 2000
Associate of Science (A.S.), Computer Science
Community College of the Air Force 1986 — 2000
Associate of Science (A.S.), Applied Avionics
VA July 2008 - Present
KPBS, Inc. 2005 - Present
First Republic Bank 2008 - 2008
United States Air Force December 1986 - December 2006
Skills
IT Service Management, Business Analysis, BMC Remedy, Troubleshooting, Windows Server, Windows, SDLC, System Administration, Unix, Management, Active Directory, Configuration Management
Education
Community College of the Air Force 1996 — 2000
Associate of Science (A.S.), Computer Science
Community College of the Air Force 1986 — 2000
Associate of Science (A.S.), Applied Avionics
Stephen Szanto's First Republic Bank Experience 2005 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank 2005 - Present
Fanwood (NJ) Volunteer Fire Department 1997 - Present
The Chase Manhattan Bank 1986 - 2005
Skills
Private Banking, Banking, Credit, Private Equity, Risk Management, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Commercial Lending
Education
Colgate University 1982 — 1986
BA, Int'l Relations/Russian Studies
First Republic Bank 2005 - Present
Fanwood (NJ) Volunteer Fire Department 1997 - Present
The Chase Manhattan Bank 1986 - 2005
Skills
Private Banking, Banking, Credit, Private Equity, Risk Management, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Commercial Lending
Education
Colgate University 1982 — 1986
BA, Int'l Relations/Russian Studies
Reynald Legaspi's First Republic Bank Experience November 2001 - July 2009
Job IT Asset Management Analyst at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank November 2001 - July 2009
Information Access March 1994 - 2000
Education
Keller Graduate School of Management 2008 — 2010
Master in Project Management, Information Technology
College of San Mateo 1996 — 1998
Networking & Cisco configuration
Saint Louis University (PH) 1981 — 1986
Bachelor of Science in Industrial Engineering(BSIE), Statistics, Economics, Engineering Management
First Republic Bank November 2001 - July 2009
Information Access March 1994 - 2000
Education
Keller Graduate School of Management 2008 — 2010
Master in Project Management, Information Technology
College of San Mateo 1996 — 1998
Networking & Cisco configuration
Saint Louis University (PH) 1981 — 1986
Bachelor of Science in Industrial Engineering(BSIE), Statistics, Economics, Engineering Management
Evan Blumstein's First Republic Bank Experience March 2012 - Present
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2012 - Present
HSBC May 2008 - March 2012
Gemstone Capital LLC August 2005 - May 2008
Fidelity Mortgage December 2003 - May 2005
Skills
Mortgage Lending, Loans, Real Estate, Mortgage Banking, Loan Origination, Credit, Refinance, Investment Properties, Investments, Banking, Credit Analysis, Residential Mortgages, Sales, Finance, Management, Commercial Lending, Real Estate Financing, Underwriting, Commercial Mortgages, Portfolio Management, Real Estate Economics, Construction Loans, Funding
Education
City University of New York-John Jay College of Criminal Justice 1994 — 1998
BA, Criminal Justice
Abraham Lincoln High School 1991 — 1994
First Republic Bank March 2012 - Present
HSBC May 2008 - March 2012
Gemstone Capital LLC August 2005 - May 2008
Fidelity Mortgage December 2003 - May 2005
Skills
Mortgage Lending, Loans, Real Estate, Mortgage Banking, Loan Origination, Credit, Refinance, Investment Properties, Investments, Banking, Credit Analysis, Residential Mortgages, Sales, Finance, Management, Commercial Lending, Real Estate Financing, Underwriting, Commercial Mortgages, Portfolio Management, Real Estate Economics, Construction Loans, Funding
Education
City University of New York-John Jay College of Criminal Justice 1994 — 1998
BA, Criminal Justice
Abraham Lincoln High School 1991 — 1994
Gregory Tanzer's First Republic Bank Experience August 2011 - Present
Job Relationship Manager, First Republic Bank
Industry Banking
Experience
First Republic Bank August 2011 - Present
Skills
Real Estate Economics, Commercial Real Estate, Mortgage Lending, Investments, Valuation, Asset Management, CMBS, Loans, Portfolio Management
Education
Clark University 2006 — 2008
MBA, Finance
Ithaca College 2002 — 2006
B.S., Clinical Exercise Science
Sharon High School
First Republic Bank August 2011 - Present
Skills
Real Estate Economics, Commercial Real Estate, Mortgage Lending, Investments, Valuation, Asset Management, CMBS, Loans, Portfolio Management
Education
Clark University 2006 — 2008
MBA, Finance
Ithaca College 2002 — 2006
B.S., Clinical Exercise Science
Sharon High School
Sherilyn Escoto's First Republic Bank Experience May 2004 - September 2005
Job Commercial Relationship Specialist at Fremont Bank
Industry Banking
Experience
Fremont Bank September 2015 - Present
Bank of the Orient May 2014 - August 2015
Trans Pacific National Bank July 2011 - May 2014
Beneficial State Bank June 2007 - June 2011
Comerica Bank September 2005 - June 2007
First Republic Bank May 2004 - September 2005
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Skills
Banking, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Sales, Banking Relationships, Retail Banking, Credit, Operations Management, Lines Of Credit, Cash Management, Project Management, Internal Audit, Leadership, Marketing, Compliance, Promotions, Office Administration, Event Planning, Financial Education, Building Relationships, Training Development &..., Finance
Education
Golden Gate University 2013 — 2015
Bachelor of Arts (BA)
City College of San Francisco
General Education
Mission High School 1991 — 1995
Fremont Bank September 2015 - Present
Bank of the Orient May 2014 - August 2015
Trans Pacific National Bank July 2011 - May 2014
Beneficial State Bank June 2007 - June 2011
Comerica Bank September 2005 - June 2007
First Republic Bank May 2004 - September 2005
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Skills
Banking, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Sales, Banking Relationships, Retail Banking, Credit, Operations Management, Lines Of Credit, Cash Management, Project Management, Internal Audit, Leadership, Marketing, Compliance, Promotions, Office Administration, Event Planning, Financial Education, Building Relationships, Training Development &..., Finance
Education
Golden Gate University 2013 — 2015
Bachelor of Arts (BA)
City College of San Francisco
General Education
Mission High School 1991 — 1995
Victor Mixco's First Republic Bank Experience August 2011 - Present
Job Loan Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2011 - Present
Quatrro May 2010 - July 2011
Quatrro Mortgage Solutions 2010 - 2010
Bank of America December 2007 - December 2008
E-LOAN 2005 - 2007
Skills
Loans, Mortgage Banking, Mortgage Lending, Refinance
Education
Chabot College 1991 — 1993
Real Estate Finance
San Mateo High School 1987 — 1991
Diploma, General
First Republic Bank August 2011 - Present
Quatrro May 2010 - July 2011
Quatrro Mortgage Solutions 2010 - 2010
Bank of America December 2007 - December 2008
E-LOAN 2005 - 2007
Skills
Loans, Mortgage Banking, Mortgage Lending, Refinance
Education
Chabot College 1991 — 1993
Real Estate Finance
San Mateo High School 1987 — 1991
Diploma, General
Maggie Carnero's First Republic Bank Experience December 2008 - Present
Job Portfolio Quality Specialist
Industry Banking
Experience
First Republic Bank December 2008 - Present
First Republic Bank March 2008 - December 2008
First Republic Bank June 1993 - March 2008
Skills
Microsoft Excel, Regression Testing, Project Coordination, Access, Project Planning, Microsoft Word, Loan Servicing, Loan Modifications, Visio, Customer Service, Foreclosures, Microsoft Office, PowerPoint, Problem Solving, Leadership, Data Analysis, Credit, Banking, Financial Analysis, Loans, Loss Mitigation, Retail Banking, Risk Management
Education
City College of San Francisco
Philip & Sala Burton Academic HS
First Republic Bank December 2008 - Present
First Republic Bank March 2008 - December 2008
First Republic Bank June 1993 - March 2008
Skills
Microsoft Excel, Regression Testing, Project Coordination, Access, Project Planning, Microsoft Word, Loan Servicing, Loan Modifications, Visio, Customer Service, Foreclosures, Microsoft Office, PowerPoint, Problem Solving, Leadership, Data Analysis, Credit, Banking, Financial Analysis, Loans, Loss Mitigation, Retail Banking, Risk Management
Education
City College of San Francisco
Philip & Sala Burton Academic HS
William Marden's First Republic Bank Experience July 2000 - August 2014
Job Portfolio Manager at Spears Abacus
Industry Banking
Experience
Spears Abacus September 2014 - Present
First Republic Bank July 2000 - August 2014
Skills
Financial Analysis, Risk Management, Investments, Finance, Financial Modeling, Asset Management, Wealth Management, Banking, Fixed Income, Private Equity, Credit, Portfolio Management, Hedge Funds, Credit Analysis, Alternative Investments, Capital Markets, Securities, Loans
Education
Princeton University 1977 — 1979
Master of Science (MS), Mechanical Engineering
Cornell University 1973 — 1976
Bachelor of Science (BS), Mechanical Engineering
Spears Abacus September 2014 - Present
First Republic Bank July 2000 - August 2014
Skills
Financial Analysis, Risk Management, Investments, Finance, Financial Modeling, Asset Management, Wealth Management, Banking, Fixed Income, Private Equity, Credit, Portfolio Management, Hedge Funds, Credit Analysis, Alternative Investments, Capital Markets, Securities, Loans
Education
Princeton University 1977 — 1979
Master of Science (MS), Mechanical Engineering
Cornell University 1973 — 1976
Bachelor of Science (BS), Mechanical Engineering
Kellie Hodge's First Republic Bank Experience December 2010 - August 2011
Job Systems for Humans
Industry Information Technology and Services
Experience
Spring Studio December 2013 - Present
Hylo August 2012 - June 2013
Shadow Election USA February 2012 - July 2012
Mission Markets November 2011 - January 2012
First Republic Bank December 2010 - August 2011
Fitch Ratings June 2002 - July 2008
Barclays Global Investors May 1999 - April 2000
Skills
Information Technology, Start-ups, Strategic Planning, User-centered Design, Social Networking..., Design Research, Change Management, Organizational..., Project Management, Mergers & Acquisitions, Social Entrepreneurship, Persuasive Design, Persuasive Presentations, Cross-functional Team...
Education
London School of Economics and Political Science 2008 — 2010
Master of Science, Organizational and Social Psychology
City University (GB) 2006 — 2007
Academic credits towards MSc, Human-Centered Systems
Goldsmiths College, U. of London 2000 — 2005
Bachelor of Arts (Honours), Social Anthropology
Spring Studio December 2013 - Present
Hylo August 2012 - June 2013
Shadow Election USA February 2012 - July 2012
Mission Markets November 2011 - January 2012
First Republic Bank December 2010 - August 2011
Fitch Ratings June 2002 - July 2008
Barclays Global Investors May 1999 - April 2000
Skills
Information Technology, Start-ups, Strategic Planning, User-centered Design, Social Networking..., Design Research, Change Management, Organizational..., Project Management, Mergers & Acquisitions, Social Entrepreneurship, Persuasive Design, Persuasive Presentations, Cross-functional Team...
Education
London School of Economics and Political Science 2008 — 2010
Master of Science, Organizational and Social Psychology
City University (GB) 2006 — 2007
Academic credits towards MSc, Human-Centered Systems
Goldsmiths College, U. of London 2000 — 2005
Bachelor of Arts (Honours), Social Anthropology
Denis Moiseyev's First Republic Bank Experience March 2006 - Present
Job Preferred Banking Office Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2006 - Present
Doral Bank April 2004 - March 2006
Skills
Private Banking, Commercial Lending, Consumer Lending, Funding, Commercial Banking, Wealth Management, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Investments, Finance, Financial Analysis, Mortgage Lending
Education
City University of New York 1999 — 2003
Bachelor of Science, Business, Management & Finance
First Republic Bank March 2006 - Present
Doral Bank April 2004 - March 2006
Skills
Private Banking, Commercial Lending, Consumer Lending, Funding, Commercial Banking, Wealth Management, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Investments, Finance, Financial Analysis, Mortgage Lending
Education
City University of New York 1999 — 2003
Bachelor of Science, Business, Management & Finance
Amir Saffarian's First Republic Bank Experience 2006 - 2014
Job Enterprise Content Management
Industry Information Technology and Services
Experience
International Medical Corps 2014 - Present
First Republic Bank 2006 - 2014
Lehman Brothers 2005 - 2006
Univision Communications Inc. 2005 - 2005
Citi 2005 - 2005
Citizens Bank, now part of FirstMerit Bank, N.A. 2003 - 2005
Riggs Bank 2000 - 2003
Skills
Visio, Vendor Management, Project Management, Microsoft SQL Server, Testing, SharePoint, SQL, Requirements Analysis, Process Improvement, Oracle, Software Project..., Product Management, Software Development, Program Management, Process Engineering, XML, Java, SDLC, Solution Architecture, SOA, Unix, Business Analysis, Requirements Gathering, IT Management
Education
Columbia Engineering
Master of Science (M.S.), Industrial Engineering
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (M.B.A.), Information Systems Management
Hofstra University
Bachelor of Science (B.S.), Industrial Engineering - Minors: Computer Sci. & Mathematics
International Medical Corps 2014 - Present
First Republic Bank 2006 - 2014
Lehman Brothers 2005 - 2006
Univision Communications Inc. 2005 - 2005
Citi 2005 - 2005
Citizens Bank, now part of FirstMerit Bank, N.A. 2003 - 2005
Riggs Bank 2000 - 2003
Skills
Visio, Vendor Management, Project Management, Microsoft SQL Server, Testing, SharePoint, SQL, Requirements Analysis, Process Improvement, Oracle, Software Project..., Product Management, Software Development, Program Management, Process Engineering, XML, Java, SDLC, Solution Architecture, SOA, Unix, Business Analysis, Requirements Gathering, IT Management
Education
Columbia Engineering
Master of Science (M.S.), Industrial Engineering
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (M.B.A.), Information Systems Management
Hofstra University
Bachelor of Science (B.S.), Industrial Engineering - Minors: Computer Sci. & Mathematics
Marshall Ray Godbey's First Republic Bank Experience September 2010 - May 2011
Job Project Manager and Technology Advocate
Industry Information Technology and Services
Experience
First Republic Bank September 2010 - May 2011
Zions Management Services Company 2004 - 2008
CALFED Investment Services 1998 - 2003
CALFED Bank 1991 - 1998
First Nationwide Bank 1984 - 1991
Education
University of California, Davis
Project Management
City College of San Francisco
Graphic Design
San Francisco State University
Accounting
First Republic Bank September 2010 - May 2011
Zions Management Services Company 2004 - 2008
CALFED Investment Services 1998 - 2003
CALFED Bank 1991 - 1998
First Nationwide Bank 1984 - 1991
Education
University of California, Davis
Project Management
City College of San Francisco
Graphic Design
San Francisco State University
Accounting
Tony Lozano's First Republic Bank Experience September 2000 - October 2011
Job Access, Excel, VBA & SQL Contractor
Industry Information Technology and Services
Experience
Consultant November 2013 - Present
Novartis August 2014 - October 2014
General Dynamics Information Technology February 2014 - August 2014
Partner ReInsurance October 2011 - September 2013
First Republic Bank, a Division of Merrill Lynch Bank & Trust Co., FSB September 2001 - October 2011
First Republic Bank September 2000 - October 2011
First Republic Bank, San Francisco September 2000 - October 2011
Levine Fricke Recon 1997 - 2000
levine fricke recon 1997 - 2000
LFR Levine Fricke 1997 - 2000
Education
California State University-Sacramento 1983 — 1986
BS, Finance
Consultant November 2013 - Present
Novartis August 2014 - October 2014
General Dynamics Information Technology February 2014 - August 2014
Partner ReInsurance October 2011 - September 2013
First Republic Bank, a Division of Merrill Lynch Bank & Trust Co., FSB September 2001 - October 2011
First Republic Bank September 2000 - October 2011
First Republic Bank, San Francisco September 2000 - October 2011
Levine Fricke Recon 1997 - 2000
levine fricke recon 1997 - 2000
LFR Levine Fricke 1997 - 2000
Education
California State University-Sacramento 1983 — 1986
BS, Finance
Dameon Philpotts's First Republic Bank Experience September 2015 - Present
Job Vice President
Industry Banking
Experience
First Republic Bank September 2015 - Present
Union Bank May 2007 - Present
Chubb May 2002 - June 2006
Skills
Credit Analysis, Underwriting, Non-profits, Financial Institutions, Commercial Lending, Property and Casualty..., Errors & Omissions, Directors and Officers..., Credit Risk, Investments, Portfolio Management, Nonprofits, Management, Real Estate, Negotiation, Risk Management, Executive Management, Credit, Financial Analysis, Loans, Finance
Education
ABA Stonier Graduate School of Banking, University of Pennsylvania 2011 — 2013
The George Washington University 2006 — 2008
Master of Business Adminstration, Finance and Entrepreneurship
Franklin & Marshall College 1998 — 2002
Bachelor of Arts, Economics and Marketing
Choate Rosemary Hall
High School Diploma
First Republic Bank September 2015 - Present
Union Bank May 2007 - Present
Chubb May 2002 - June 2006
Skills
Credit Analysis, Underwriting, Non-profits, Financial Institutions, Commercial Lending, Property and Casualty..., Errors & Omissions, Directors and Officers..., Credit Risk, Investments, Portfolio Management, Nonprofits, Management, Real Estate, Negotiation, Risk Management, Executive Management, Credit, Financial Analysis, Loans, Finance
Education
ABA Stonier Graduate School of Banking, University of Pennsylvania 2011 — 2013
The George Washington University 2006 — 2008
Master of Business Adminstration, Finance and Entrepreneurship
Franklin & Marshall College 1998 — 2002
Bachelor of Arts, Economics and Marketing
Choate Rosemary Hall
High School Diploma
Norman Hank's First Republic Bank Experience VICE PRESIDENTJPMorgan Chase1979 - 2007
Job CASH MANAGEMENT SPECIALIST at First Republic Bank
Industry Banking
Experience
First Republic Bank VICE PRESIDENTJPMorgan Chase1979 - 2007
JPMorgan Chase 1979 - 2007
Education
Columbia University in the City of New York 1971 — 1975
BA, ECONOMICS
First Republic Bank VICE PRESIDENTJPMorgan Chase1979 - 2007
JPMorgan Chase 1979 - 2007
Education
Columbia University in the City of New York 1971 — 1975
BA, ECONOMICS
Kimberly Pung's First Republic Bank Experience June 2009 - Present
Job ACH Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2009 - Present
Mane Inc. July 1999 - June 2008
Skills
Process Improvement, Product Development, Sales Management, Analysis, Banking, Credit, Finance, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Financial Services, Leadership, Mortgage Lending, Outlook, Relationship Management, Sales, Retail Banking, Risk Management
Education
Chabot College 2005 — 2007
In Progress, Business
First Republic Bank June 2009 - Present
Mane Inc. July 1999 - June 2008
Skills
Process Improvement, Product Development, Sales Management, Analysis, Banking, Credit, Finance, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Financial Services, Leadership, Mortgage Lending, Outlook, Relationship Management, Sales, Retail Banking, Risk Management
Education
Chabot College 2005 — 2007
In Progress, Business
Christopher L. Jusino's First Republic Bank Experience July 2007 - January 2010
Job Cash Management Associate at Signature Bank
Industry Banking
Experience
Signature Bank June 2014 - Present
Beal Bank April 2010 - September 2013
First Republic Bank July 2007 - January 2010
North Fork Bank September 1999 - June 2007
Citi August 1987 - May 1999
Skills
Banking, Loans, Retail Banking, Management, Branch Management, Deposits, Consumer Lending, Small Business Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Cross Selling, Lines Of Credit, Cash Management, Commercial Mortgages, Bank Secrecy Act, Home Equity Loans, Private Banking, Core Banking, USA PATRIOT Act, KYC, Credit Cards, OFAC, ACH, Teller Operations, Mortgage Servicing, Banking Relationships, Home Equity Lines of..., AML, Internet Banking
Education
City University of New York-Hunter College
Liberal Arts and Sciences/Liberal Studies
Signature Bank June 2014 - Present
Beal Bank April 2010 - September 2013
First Republic Bank July 2007 - January 2010
North Fork Bank September 1999 - June 2007
Citi August 1987 - May 1999
Skills
Banking, Loans, Retail Banking, Management, Branch Management, Deposits, Consumer Lending, Small Business Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Cross Selling, Lines Of Credit, Cash Management, Commercial Mortgages, Bank Secrecy Act, Home Equity Loans, Private Banking, Core Banking, USA PATRIOT Act, KYC, Credit Cards, OFAC, ACH, Teller Operations, Mortgage Servicing, Banking Relationships, Home Equity Lines of..., AML, Internet Banking
Education
City University of New York-Hunter College
Liberal Arts and Sciences/Liberal Studies
Samuel D. Hutchings, CFA's First Republic Bank Experience May 2007 - August 2007
Job Equity Research Analyst at The London Company
Industry Investment Management
Experience
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
Scott Emerson, CAMS's First Republic Bank Experience April 2014 - Present
Job BSA/AML Investigator at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Charles Schwab 2010 - 2014
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Risk Management, Financial Services, Series 7, Securities, Portfolio Management, Series 63, Banking, AML, Bank Secrecy Act, KYC, Due Diligence, Retail Banking, Operational Risk, Financial Analysis, Financial Risk
Education
College of San Mateo
Business Administration
San Francisco State University
Business Management
First Republic Bank April 2014 - Present
Charles Schwab 2010 - 2014
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Risk Management, Financial Services, Series 7, Securities, Portfolio Management, Series 63, Banking, AML, Bank Secrecy Act, KYC, Due Diligence, Retail Banking, Operational Risk, Financial Analysis, Financial Risk
Education
College of San Mateo
Business Administration
San Francisco State University
Business Management
Charlene Lee, CAMS's First Republic Bank Experience August 2013 - Present
Job Student
Industry Banking
Experience
First Republic Bank August 2013 - Present
First Republic Bank January 2010 - May 2013
Bank of the Orient November 2007 - December 2009
Wells Fargo Bank May 2002 - April 2006
Bank of America August 1999 - May 2002
Travel House Inc. August 1997 - July 1999
Malaysia Airlines February 1992 - June 1996
Skills
Banking, Loans, Credit, Risk Management, Commercial Lending, Commercial Banking, Mortgage Lending, Due Diligence, Retail Banking, AML, Fraud, Travel, Financial Services
Education
University of California, Berkeley 2015 — 2017
Bachelor’s Degree, Legal Studies, General
College of San Mateo 2012 — 2015
Associate's Degree
St. Cecilia Convent Secondary School
High School
First Republic Bank August 2013 - Present
First Republic Bank January 2010 - May 2013
Bank of the Orient November 2007 - December 2009
Wells Fargo Bank May 2002 - April 2006
Bank of America August 1999 - May 2002
Travel House Inc. August 1997 - July 1999
Malaysia Airlines February 1992 - June 1996
Skills
Banking, Loans, Credit, Risk Management, Commercial Lending, Commercial Banking, Mortgage Lending, Due Diligence, Retail Banking, AML, Fraud, Travel, Financial Services
Education
University of California, Berkeley 2015 — 2017
Bachelor’s Degree, Legal Studies, General
College of San Mateo 2012 — 2015
Associate's Degree
St. Cecilia Convent Secondary School
High School
Bob Thornton's First Republic Bank Experience Managing Director - Mergers & AcquisitionsDeutsche Bank SecuritiesOctober 2000 - May 2003
Job President First Republic Investment Management at First Republic Bank
Industry Financial Services
Experience
First Republic Bank Managing Director - Mergers & AcquisitionsDeutsche Bank SecuritiesOctober 2000 - May 2003
Lehman Brothers (in Administration) June 1999 - October 2000
Skills
Investment Banking, Wealth Management, Mergers & Acquisitions, Financial Modeling, Management, Alternative Investments, Equities
Education
Columbia Law School
J.D.
First Republic Bank Managing Director - Mergers & AcquisitionsDeutsche Bank SecuritiesOctober 2000 - May 2003
Lehman Brothers (in Administration) June 1999 - October 2000
Skills
Investment Banking, Wealth Management, Mergers & Acquisitions, Financial Modeling, Management, Alternative Investments, Equities
Education
Columbia Law School
J.D.
Steven Sears's First Republic Bank Experience September 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
jury garcia's First Republic Bank Experience March 2000 - April 2010
Job Salaried Acounting Consultant at Robert Half Finance & Accounting
Industry Banking
Experience
Robert Half Finance & Accounting February 2015 - Present
City National Bank March 2011 - March 2012
First Republic Bank March 2000 - April 2010
Franklin Templeton Investments August 1998 - March 2000
Education
City College of San Francisco
Robert Half Finance & Accounting February 2015 - Present
City National Bank March 2011 - March 2012
First Republic Bank March 2000 - April 2010
Franklin Templeton Investments August 1998 - March 2000
Education
City College of San Francisco
Rachael (Bradshaw) Davis's First Republic Bank Experience October 2008 - April 2009
Job Warehouse Associate at ThreadUP
Industry Accounting
Experience
ThreadUP October 2014 - Present
Accountemps April 2012 - March 2013
Staffmark March 2012 - April 2012
First Republic Bank October 2008 - April 2009
Kaiser Lakeside Credit Union March 2006 - January 2008
Bank of America April 2002 - March 2006
Speedway Copy Systems March 1998 - December 2000
Skills
Banking, Accounting, Payments, Data Entry, Deposits, General Ledger, Access, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Invoicing, Bookkeeping, Management
Education
Chabot College 2009 — 2013
AS, Accounting
Chabot College 2009 — 2011
Accounting Technician certificate, Accounting
Chabot College 2009 — 2010
Bookkeeping certificate, Accounting
ThreadUP October 2014 - Present
Accountemps April 2012 - March 2013
Staffmark March 2012 - April 2012
First Republic Bank October 2008 - April 2009
Kaiser Lakeside Credit Union March 2006 - January 2008
Bank of America April 2002 - March 2006
Speedway Copy Systems March 1998 - December 2000
Skills
Banking, Accounting, Payments, Data Entry, Deposits, General Ledger, Access, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Invoicing, Bookkeeping, Management
Education
Chabot College 2009 — 2013
AS, Accounting
Chabot College 2009 — 2011
Accounting Technician certificate, Accounting
Chabot College 2009 — 2010
Bookkeeping certificate, Accounting
Clint Duhamel's First Republic Bank Experience September 2005 - August 2007
Job Senior Quantitative Financial Analyst chez Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
JP Morgan Chase September 2007 - December 2009
First Republic Bank September 2005 - August 2007
Skills
Portfolio Management, Banking, Financial Analysis, Financial Modeling, Credit, Credit Analysis, Credit Risk, Risk Management, Investments, Equities, Valuation, Finance, Corporate Finance, Wealth Management, Relationship Management, Financial Services, Financial Risk, Mortgage Lending, Strategic Financial..., Asset Management
Education
MBA
MSc Engineering
Bank of America January 2010 - Present
JP Morgan Chase September 2007 - December 2009
First Republic Bank September 2005 - August 2007
Skills
Portfolio Management, Banking, Financial Analysis, Financial Modeling, Credit, Credit Analysis, Credit Risk, Risk Management, Investments, Equities, Valuation, Finance, Corporate Finance, Wealth Management, Relationship Management, Financial Services, Financial Risk, Mortgage Lending, Strategic Financial..., Asset Management
Education
MBA
MSc Engineering
Chris Sifuentes's First Republic Bank Experience February 2010 - Present
Job Call Center Supervisor at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2010 - Present
Bank of America January 1988 - April 2009
Skills
Call Center, Banking, Loans, Consumer Lending, Retail Banking, Deposits, Customer Service, Mortgage Lending, Customer Experience, Customer Satisfaction, Process Improvement, Call Centers, Management, Financial Services, Credit Cards, Relationship Management
Education
Chabot College
First Republic Bank February 2010 - Present
Bank of America January 1988 - April 2009
Skills
Call Center, Banking, Loans, Consumer Lending, Retail Banking, Deposits, Customer Service, Mortgage Lending, Customer Experience, Customer Satisfaction, Process Improvement, Call Centers, Management, Financial Services, Credit Cards, Relationship Management
Education
Chabot College
Jayden Chen's First Republic Bank Experience October 2011 - July 2014
Job Visual Merchandising
Industry Apparel & Fashion
Experience
First Republic Bank October 2011 - July 2014
First Republic Bank July 2007 - October 2011
Bank of America April 2006 - May 2007
Bank of America April 2004 - April 2006
Skills
Loans, Credit Cards, Cross Selling, Mortgage Lending, Financial Services, Financial Risk, Call Centers, Digital Marketing, Portrait Photography, Visual Merchandising
Education
City College of San Francisco 2012 — 2015
Fashion Merchandising
City College of San Francisco
Fashion Merchandising; CCSF
First Republic Bank October 2011 - July 2014
First Republic Bank July 2007 - October 2011
Bank of America April 2006 - May 2007
Bank of America April 2004 - April 2006
Skills
Loans, Credit Cards, Cross Selling, Mortgage Lending, Financial Services, Financial Risk, Call Centers, Digital Marketing, Portrait Photography, Visual Merchandising
Education
City College of San Francisco 2012 — 2015
Fashion Merchandising
City College of San Francisco
Fashion Merchandising; CCSF
Erin Fitzsimmons's First Republic Bank Experience July 2005 - Present
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2005 - Present
Skills
Credit, Banking, Credit Analysis, Private Banking, Relationship Management, Mortgage Lending, Financial Analysis, Financial Services
Education
College of Charleston
First Republic Bank July 2005 - Present
Skills
Credit, Banking, Credit Analysis, Private Banking, Relationship Management, Mortgage Lending, Financial Analysis, Financial Services
Education
College of Charleston
Alba L. Lomeli's First Republic Bank Experience October 2000 - July 2009
Job Mortgage Originator & Underwriter/Selfemployed `Real Estate Manager at Real Estate Management
Industry Financial Services
Experience
Real Estate Management September 2013 - Present
NAPUS Federal Credit Union May 2012 - September 2013
First Republic Bank October 2000 - July 2009
First Republic Bank 2000 - 2009
Skills
Financial Analysis, Private Equity, Finance, Mortgage Underwriting, Commercial Real Estate..., Negotiation, Financial Accounting, Business Process...
Education
Chabot College 1995 — 1998
Accounting and Finance
University of Guadalajara 1988 — 1993
CPA/Finance, Accounting and Finance and Business Management, 3.9 Magna Cum Laude
Real Estate Management September 2013 - Present
NAPUS Federal Credit Union May 2012 - September 2013
First Republic Bank October 2000 - July 2009
First Republic Bank 2000 - 2009
Skills
Financial Analysis, Private Equity, Finance, Mortgage Underwriting, Commercial Real Estate..., Negotiation, Financial Accounting, Business Process...
Education
Chabot College 1995 — 1998
Accounting and Finance
University of Guadalajara 1988 — 1993
CPA/Finance, Accounting and Finance and Business Management, 3.9 Magna Cum Laude
Joshua Nair's First Republic Bank Experience March 2010 - May 2012
Job Administrative Associate/Regional operations coordinator at Genentech
Industry Biotechnology
Experience
Genentech July 2012 - Present
First Republic Bank March 2010 - May 2012
Wells Fargo November 2009 - March 2010
Wells Fargo August 2005 - November 2009
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Customer Service, Relationship Management, Spreadsheets, Outlook, Leadership, Insurance, Financial Analysis, Time Management, Invoicing, Microsoft Excel, Data Entry
Education
City College of San Francisco 2010 — 2012
Genentech July 2012 - Present
First Republic Bank March 2010 - May 2012
Wells Fargo November 2009 - March 2010
Wells Fargo August 2005 - November 2009
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Customer Service, Relationship Management, Spreadsheets, Outlook, Leadership, Insurance, Financial Analysis, Time Management, Invoicing, Microsoft Excel, Data Entry
Education
City College of San Francisco 2010 — 2012
Shante' Young's First Republic Bank Experience 2008 - 2009
Job Banking Professional
Industry Banking
Experience
Wells Fargo June 2004 - November 2011
First Republic Bank 2008 - 2009
Skills
Customer Service, Bank Operations, Online Banking, Analytical, Management, Bank Reconciliation, Bank Research and..., Call Center, Sales
Education
California State University-Sacramento 2009 — 2012
Bachelor of Arts (BA), Fine and Studio Arts
Wells Fargo June 2004 - November 2011
First Republic Bank 2008 - 2009
Skills
Customer Service, Bank Operations, Online Banking, Analytical, Management, Bank Reconciliation, Bank Research and..., Call Center, Sales
Education
California State University-Sacramento 2009 — 2012
Bachelor of Arts (BA), Fine and Studio Arts
Sam Franco's First Republic Bank Experience October 2014 - Present
Job Vice President Investments, and Private Wealth Management Risk Officer at First Republic Bank
Industry Investment Banking
Experience
First Republic Bank October 2014 - Present
Goldman Sachs February 2008 - October 2014
Skills
Quantitative Finance, Derivatives, Fixed Income, Bloomberg, Volatility, Capital Markets, Hedge Funds, Financial Modeling, Quantitative Analytics, Equities, Options, Investment Banking, Valuation, Monte Carlo Simulation, FX Options, VBA, Trading, Credit Derivatives
Education
New York University 2011 — 2014
Master of Science (MS), Financial Mathematics
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
First Republic Bank October 2014 - Present
Goldman Sachs February 2008 - October 2014
Skills
Quantitative Finance, Derivatives, Fixed Income, Bloomberg, Volatility, Capital Markets, Hedge Funds, Financial Modeling, Quantitative Analytics, Equities, Options, Investment Banking, Valuation, Monte Carlo Simulation, FX Options, VBA, Trading, Credit Derivatives
Education
New York University 2011 — 2014
Master of Science (MS), Financial Mathematics
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
Mary Ann Cardenas's First Republic Bank Experience 2005 - 2008
Job Asst Client Service Manager at Bay Commercial Bank
Industry Banking
Experience
Bay Commercial Bank November 2010 - Present
Global Trust Bank November 2008 - November 2011
First Republic Bank 2005 - 2008
Skills
Banking, Commercial Banking, Credit, Customer Service, Financial Services, Microsoft Excel, Microsoft Word, PowerPoint, Relationship Management, Microsoft Office, Financial Analysis, Risk Management, Sales
Education
University of San Francisco 2000 — 2002
Bachelor's degree, Organizational Behavior Studies
De Anza College 1999 — 2001
Bay Commercial Bank November 2010 - Present
Global Trust Bank November 2008 - November 2011
First Republic Bank 2005 - 2008
Skills
Banking, Commercial Banking, Credit, Customer Service, Financial Services, Microsoft Excel, Microsoft Word, PowerPoint, Relationship Management, Microsoft Office, Financial Analysis, Risk Management, Sales
Education
University of San Francisco 2000 — 2002
Bachelor's degree, Organizational Behavior Studies
De Anza College 1999 — 2001
Omar Sharif's First Republic Bank Experience November 2012 - April 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Barclays June 2013 - August 2014
First Republic Bank November 2012 - April 2013
Flushing Bank April 2009 - November 2012
JPMorgan Chase August 2007 - January 2009
Fordham Financial September 2005 - January 2006
Education
Carnegie Mellon University 2001 — 2005
Bachelor of Science (BS), Economics
Morgan Stanley October 2014 - Present
Barclays June 2013 - August 2014
First Republic Bank November 2012 - April 2013
Flushing Bank April 2009 - November 2012
JPMorgan Chase August 2007 - January 2009
Fordham Financial September 2005 - January 2006
Education
Carnegie Mellon University 2001 — 2005
Bachelor of Science (BS), Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon