First Republic Bank
Industry: Business bank
DescriptionFirst Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele. Headquarters: San Francisco, California, United States Customer service: 00 1 415-288-7598 Assets under management: 121.1 billion USD (2018) Total assets: 93.8 billion USD (2018) Subsidiaries: FIRST REPUBLIC INVESTMENT MANAGEMENT INC,
First Republic Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Republic Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,702 First Republic Bank employees in database. Find out everything there's to know about First Republic Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Republic Bank Employees
Employee
Years
Job
Industry
Ron Tremblay Ron Tremblay's First Republic Bank Experience June 2015 - Present
Job Strategic Mortgage Banking Leader
Industry Banking
Experience
First Republic Bank June 2015 - Present
Greyhound Properties Inc. September 2009 - June 2015
Wachovia Bank October 2006 - October 2009
World Savings November 1982 - October 2006
Xerox Corporation 1979 - 1982
Skills
Mortgage Banking, Mortgage Lending, Underwriting, Asset Management, REO, Credit, Management, Strategic Planning, Leadership, Executive Management, Strategy, Loans, Loan Origination, Process Improvement, Banking, Sales, Financial Services, Foreclosures, Finance, Financial Analysis
Education
Franklin & Marshall College
BA, Business
Golden Gate University
MBA, Business Management
First Republic Bank June 2015 - Present
Greyhound Properties Inc. September 2009 - June 2015
Wachovia Bank October 2006 - October 2009
World Savings November 1982 - October 2006
Xerox Corporation 1979 - 1982
Skills
Mortgage Banking, Mortgage Lending, Underwriting, Asset Management, REO, Credit, Management, Strategic Planning, Leadership, Executive Management, Strategy, Loans, Loan Origination, Process Improvement, Banking, Sales, Financial Services, Foreclosures, Finance, Financial Analysis
Education
Franklin & Marshall College
BA, Business
Golden Gate University
MBA, Business Management
Filomena Antunes Filomena Antunes's First Republic Bank Experience November 2011 - Present
Job Online Banking Client Support Manager at First Republic Bank
Industry Telecommunications
Experience
First Republic Bank November 2011 - Present
Leap To Success October 2009 - Present
FLO tv - Qualcomm January 2006 - November 2010
Chellomedia (UPC) Digital Media Center, Netherlands June 1999 - February 2004
Fox Sports Networks January 1997 - June 1999
KCBS-TV 2 (CBS Network) February 1994 - January 1997
KCAL-TV 9 (Ind.) February 1990 - February 1994
KSBY-TV 6 (NBC) September 1984 - February 1990
KMPH-TV 26 (Ind.) February 1981 - September 1984
Skills
Project Management, Post Production, Multimedia, Training, Broadcast, Leadership, Graphic Design, Sound, Product Development, Market Research, Video, Television, Advertising, Public Relations, Program Management, Entertainment, Management, Camera, Film, Mobile Devices, Customer Service, Wireless, Telecommunications, Editing, VOD, Budgets, Streaming Media, Sales, Operations Management
Education
Eastern Connecticut State University 1977 — 1979
First Republic Bank November 2011 - Present
Leap To Success October 2009 - Present
FLO tv - Qualcomm January 2006 - November 2010
Chellomedia (UPC) Digital Media Center, Netherlands June 1999 - February 2004
Fox Sports Networks January 1997 - June 1999
KCBS-TV 2 (CBS Network) February 1994 - January 1997
KCAL-TV 9 (Ind.) February 1990 - February 1994
KSBY-TV 6 (NBC) September 1984 - February 1990
KMPH-TV 26 (Ind.) February 1981 - September 1984
Skills
Project Management, Post Production, Multimedia, Training, Broadcast, Leadership, Graphic Design, Sound, Product Development, Market Research, Video, Television, Advertising, Public Relations, Program Management, Entertainment, Management, Camera, Film, Mobile Devices, Customer Service, Wireless, Telecommunications, Editing, VOD, Budgets, Streaming Media, Sales, Operations Management
Education
Eastern Connecticut State University 1977 — 1979
Abhishek Bhatkhande Abhishek Bhatkhande's First Republic Bank Experience September 2015 - Present
Job ALM at First Republic Bank
Industry Banking
Experience
First Republic Bank September 2015 - Present
MUFG Americas May 2014 - August 2015
KPMG Advisory - Structured Finance April 2013 - May 2014
Federal Home Loan Bank of Atlanta June 2010 - April 2013
Deutsche Bank August 2009 - December 2009
Healthcare Robotics Lab January 2009 - May 2009
Crompton Greeves Pvt. Ltd August 2007 - May 2008
Skills
SQL, R, Bloomberg, C++, Python, Visio, VBA, Risk Management, Valuation, Fixed Income, Financial Risk, Model Validation, Banking, ALM, Quantitative Analytics
Education
Georgia Institute of Technology 2008 — 2010
Masters, Industrial Engineering
Sardar Patel College of Engineering 2004 — 2008
Bachelors, Mechanical Engineering
First Republic Bank September 2015 - Present
MUFG Americas May 2014 - August 2015
KPMG Advisory - Structured Finance April 2013 - May 2014
Federal Home Loan Bank of Atlanta June 2010 - April 2013
Deutsche Bank August 2009 - December 2009
Healthcare Robotics Lab January 2009 - May 2009
Crompton Greeves Pvt. Ltd August 2007 - May 2008
Skills
SQL, R, Bloomberg, C++, Python, Visio, VBA, Risk Management, Valuation, Fixed Income, Financial Risk, Model Validation, Banking, ALM, Quantitative Analytics
Education
Georgia Institute of Technology 2008 — 2010
Masters, Industrial Engineering
Sardar Patel College of Engineering 2004 — 2008
Bachelors, Mechanical Engineering
Augusto Mendez Augusto Mendez's First Republic Bank Experience September 2003 - August 2014
Job Customer Service Representative at CardioDx
Industry Biotechnology
Experience
CardioDx January 2015 - Present
First Republic Bank September 2003 - August 2014
First Republic Bank May 2002 - September 2003
CheckFree Corp/Bank of America December 1999 - April 2002
Skills
Customer Service, Internet Banking, Banking, Microsoft Office, Outlook, Microsoft Word
Education
Heald College-San Francisco 2001 — 2003
Associate's degree, Computer Technology/Computer Systems Technology
CardioDx January 2015 - Present
First Republic Bank September 2003 - August 2014
First Republic Bank May 2002 - September 2003
CheckFree Corp/Bank of America December 1999 - April 2002
Skills
Customer Service, Internet Banking, Banking, Microsoft Office, Outlook, Microsoft Word
Education
Heald College-San Francisco 2001 — 2003
Associate's degree, Computer Technology/Computer Systems Technology
Max Siegel Max Siegel's First Republic Bank Experience March 2011 - May 2013
Job Associate at SMBC
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation May 2013 - June 2015
First Republic Bank March 2011 - May 2013
First Republic Bank June 2010 - March 2011
Rozencwaig & Rozencwaig January 2010 - May 2010
Skills
Financial Analysis, Microsoft Excel, Credit Analysis, Process Improvement, PowerPoint, Project Management, SEO, Business Strategy, Marketing, Financial Modeling, Banking, Finance, Real Estate, Investments, Analysis
Education
Fordham University 2007 — 2011
Business Administration, Finance, Accounting, Economics
Berwick Academy 2003 — 2007
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation May 2013 - June 2015
First Republic Bank March 2011 - May 2013
First Republic Bank June 2010 - March 2011
Rozencwaig & Rozencwaig January 2010 - May 2010
Skills
Financial Analysis, Microsoft Excel, Credit Analysis, Process Improvement, PowerPoint, Project Management, SEO, Business Strategy, Marketing, Financial Modeling, Banking, Finance, Real Estate, Investments, Analysis
Education
Fordham University 2007 — 2011
Business Administration, Finance, Accounting, Economics
Berwick Academy 2003 — 2007
Emma Duldulao's First Republic Bank Experience May 2000 - January 2004
Job Accounting Manager at Modified Polymer Components, Inc.
Industry Accounting
Experience
Modified Polymer Components, Inc. July 2012 - Present
Kabam April 2012 - July 2012
One World Health March 2012 - April 2012
Kabam June 2011 - December 2011
Arstasis March 2011 - April 2011
Hawaiian Airlines November 2009 - February 2010
Care Hawaii, Inc September 2008 - November 2009
DTRIC November 2007 - September 2008
Kaiser Permanente January 2004 - October 2007
First Republic Bank May 2000 - January 2004
Skills
Calculator, WordPerfect, Excel, General Ledger, Fixed Assets, Banking, Account Reconciliation, Sales Tax, Typing, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, MS Excel Pivot Tables, Bank Reconciliation, Month End Close, Data Analysis, Auditing, Accounting, Revenue Recognition, QuickBooks, Finance, Microsoft Word, Wordperfect, Customer Service, Microsoft Office
Education
Hawaii Pacific University 2007 — 2010
Business Administration
University of Hawaii at Hilo 1993 — 1997
Bachelors, Business Administration
Modified Polymer Components, Inc. July 2012 - Present
Kabam April 2012 - July 2012
One World Health March 2012 - April 2012
Kabam June 2011 - December 2011
Arstasis March 2011 - April 2011
Hawaiian Airlines November 2009 - February 2010
Care Hawaii, Inc September 2008 - November 2009
DTRIC November 2007 - September 2008
Kaiser Permanente January 2004 - October 2007
First Republic Bank May 2000 - January 2004
Skills
Calculator, WordPerfect, Excel, General Ledger, Fixed Assets, Banking, Account Reconciliation, Sales Tax, Typing, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, MS Excel Pivot Tables, Bank Reconciliation, Month End Close, Data Analysis, Auditing, Accounting, Revenue Recognition, QuickBooks, Finance, Microsoft Word, Wordperfect, Customer Service, Microsoft Office
Education
Hawaii Pacific University 2007 — 2010
Business Administration
University of Hawaii at Hilo 1993 — 1997
Bachelors, Business Administration
John Scalzo John Scalzo's First Republic Bank Experience June 2015 - Present
Job Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
First Republic Bank June 2014 - May 2015
Lenox Advisors March 2014 - June 2014
Turner Construction Company June 2013 - August 2013
Silverstein Properties, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Research, Outlook, Public Speaking
Education
Fordham University 2011 — 2015
Finance
Smithtown High School West
First Republic Bank June 2015 - Present
First Republic Bank June 2014 - May 2015
Lenox Advisors March 2014 - June 2014
Turner Construction Company June 2013 - August 2013
Silverstein Properties, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Research, Outlook, Public Speaking
Education
Fordham University 2011 — 2015
Finance
Smithtown High School West
Michael Zamolo Michael Zamolo's First Republic Bank Experience August 2014 - Present
Job Operations Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2014 - Present
Eplica Corporate Services July 2012 - June 2014
LPL Financial January 2012 - July 2012
LPL Financial November 2011 - January 2012
Wahoo's Restaurant February 2011 - August 2011
UBS Institutional Consulting June 2010 - September 2010
Clubsport Valley 2004 - 2010
Skills
Series 7, Series 66, Customer Service, Microsoft Excel, Financial Analysis, Accounts Payable, Microsoft Office, Finance, Microsoft Word, Public Speaking, Account Reconciliation, PowerPoint, Outlook, Marketing, Economics, Invoicing, Investments, Entrepreneurship, Teamwork, Great Plains Software, Leadership, Oracle Applications
Education
University of California, Santa Barbara 2009 — 2011
B.A, Business Economics; Technology Management Program
Diablo Valley College
First Republic Bank August 2014 - Present
Eplica Corporate Services July 2012 - June 2014
LPL Financial January 2012 - July 2012
LPL Financial November 2011 - January 2012
Wahoo's Restaurant February 2011 - August 2011
UBS Institutional Consulting June 2010 - September 2010
Clubsport Valley 2004 - 2010
Skills
Series 7, Series 66, Customer Service, Microsoft Excel, Financial Analysis, Accounts Payable, Microsoft Office, Finance, Microsoft Word, Public Speaking, Account Reconciliation, PowerPoint, Outlook, Marketing, Economics, Invoicing, Investments, Entrepreneurship, Teamwork, Great Plains Software, Leadership, Oracle Applications
Education
University of California, Santa Barbara 2009 — 2011
B.A, Business Economics; Technology Management Program
Diablo Valley College
Jack Knight Jack Knight's First Republic Bank Experience October 2011 - Present
Job
Industry Financial Services
Experience
First Republic Bank October 2011 - Present
Fordham University Schools of Business April 2011 - Present
Mt. St. Mary's College Regents' Council October 2004 - Present
Laguna Honda Foundation May 2005 - February 2013
Family House December 2009 - December 2012
Catholic Charities/CYO San Francisco December 2006 - October 2012
First Republic Bank August 2009 - January 2012
UBS Financial Services June 2007 - May 2009
UBOC Foundation January 2005 - June 2007
Westside Community Services January 2002 - June 2007
Skills
Banking, Loans, Commercial Banking, Credit, Treasury Management, Securities, Portfolio Management, Cash Management, Commercial Lending, Investments, Private Banking, Risk Management, Financial Modeling, Financial Services, Relationship Management, Strategic Financial..., Financial Risk, Financial Advisory, Leadership, Corporate Finance, Financial Analysis, Retail Banking, Mutual Funds, Credit Risk, Due Diligence, Executive Management, Finance, Valuation, Small Business Lending, Wealth Management, Funding, Operational Risk, Payments, Asset Management, Investment Banking, Consumer Lending, Mergers & Acquisitions, Credit Analysis, Capital Markets, AML, Mortgage Lending, Asset Allocation, Series 7, Business Development, Credit Cards, Operational Risk..., Private Equity, Equities, Fixed Income
Education
Mount Saint Mary's University 1991 — 1996
MA, Theology
Fordham Gabelli School of Business 1980 — 1984
MBA, Finance & Quantitative Methods
Queens College 1967 — 1978
BA, Economics
Mater Christi 1965 — 1967
Cathedral Prep Seminary 1963 — 1965
St Pascal Baylon 1956 — 1963
Harvard Business School
First Republic Bank October 2011 - Present
Fordham University Schools of Business April 2011 - Present
Mt. St. Mary's College Regents' Council October 2004 - Present
Laguna Honda Foundation May 2005 - February 2013
Family House December 2009 - December 2012
Catholic Charities/CYO San Francisco December 2006 - October 2012
First Republic Bank August 2009 - January 2012
UBS Financial Services June 2007 - May 2009
UBOC Foundation January 2005 - June 2007
Westside Community Services January 2002 - June 2007
Skills
Banking, Loans, Commercial Banking, Credit, Treasury Management, Securities, Portfolio Management, Cash Management, Commercial Lending, Investments, Private Banking, Risk Management, Financial Modeling, Financial Services, Relationship Management, Strategic Financial..., Financial Risk, Financial Advisory, Leadership, Corporate Finance, Financial Analysis, Retail Banking, Mutual Funds, Credit Risk, Due Diligence, Executive Management, Finance, Valuation, Small Business Lending, Wealth Management, Funding, Operational Risk, Payments, Asset Management, Investment Banking, Consumer Lending, Mergers & Acquisitions, Credit Analysis, Capital Markets, AML, Mortgage Lending, Asset Allocation, Series 7, Business Development, Credit Cards, Operational Risk..., Private Equity, Equities, Fixed Income
Education
Mount Saint Mary's University 1991 — 1996
MA, Theology
Fordham Gabelli School of Business 1980 — 1984
MBA, Finance & Quantitative Methods
Queens College 1967 — 1978
BA, Economics
Mater Christi 1965 — 1967
Cathedral Prep Seminary 1963 — 1965
St Pascal Baylon 1956 — 1963
Harvard Business School
Chris Nieves's First Republic Bank Experience June 2012 - August 2014
Job Debt Capital Markets at SMBC Nikko Securities America
Industry Investment Banking
Experience
SMBC Nikko Securities America, Inc. August 2014 - Present
First Republic Bank June 2012 - August 2014
Citi July 2010 - June 2012
Skills
Credit Analysis, Private Equity, Due Diligence, Not for Profit, Syndications, Lines Of Credit, Term Loan, Bridge Financing, Recapitalizations, Letters of Credit, Series 79, Bloomberg, Microsoft Excel, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Bond Pricing, DCM, Syndicate, Debt Restructuring, Corporate Finance, Bloomberg Terminal
Education
Fairfield University 2007 — 2010
Bachelor of Science (B.S.), Finance
SMBC Nikko Securities America, Inc. August 2014 - Present
First Republic Bank June 2012 - August 2014
Citi July 2010 - June 2012
Skills
Credit Analysis, Private Equity, Due Diligence, Not for Profit, Syndications, Lines Of Credit, Term Loan, Bridge Financing, Recapitalizations, Letters of Credit, Series 79, Bloomberg, Microsoft Excel, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Bond Pricing, DCM, Syndicate, Debt Restructuring, Corporate Finance, Bloomberg Terminal
Education
Fairfield University 2007 — 2010
Bachelor of Science (B.S.), Finance
David Sirna David Sirna's First Republic Bank Experience October 2006 - March 2009
Job VP, Area Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank January 2015 - Present
Umpqua Bank July 2011 - Present
Reno Sparks Chamber of Commerce January 2015 - September 2015
BNI - Greater Reno Lunch Group May 2010 - September 2013
Nevada State Bank February 2010 - July 2011
First Republic Bank October 2006 - March 2009
Allstate Insurance November 2005 - September 2006
Wells Fargo Bank March 2004 - November 2005
Wells Fargo Bank June 2000 - March 2004
Wells Fargo Bank June 1998 - June 2000
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Financial Analysis, Risk Management, Mortgage Lending, Underwriting, Consumer Lending, Cross Selling, Relationship Management, Sales, Retail Banking, Cash Management, Customer Service, Lines Of Credit, Real Estate, Sales Management, Strategic Planning, Credit Analysis, Wealth Management, Finance, Business Development, Financial Services, Management, Loan Origination, Deposits, Treasury Management, Private Banking
Education
Dearborn / Kaplan 2005 — 2005
Property Casualty Broker/Agent
Dearborn 2004 — 2004
NASD Series 7
Dearborn 2004 — 2004
NASD Series 66
Dearborn / Kaplan 2002 — 2002
California Life Agent
University of Nevada 1993 — 1997
Finance
Fresno City College 1992 — 1993
Economics Pre Major
Clovis Community College 1991 — 1992
Economics Pre Major
Clovis West High School 1986 — 1991
High School Diploma
Umpqua Bank January 2015 - Present
Umpqua Bank July 2011 - Present
Reno Sparks Chamber of Commerce January 2015 - September 2015
BNI - Greater Reno Lunch Group May 2010 - September 2013
Nevada State Bank February 2010 - July 2011
First Republic Bank October 2006 - March 2009
Allstate Insurance November 2005 - September 2006
Wells Fargo Bank March 2004 - November 2005
Wells Fargo Bank June 2000 - March 2004
Wells Fargo Bank June 1998 - June 2000
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Banking, Financial Analysis, Risk Management, Mortgage Lending, Underwriting, Consumer Lending, Cross Selling, Relationship Management, Sales, Retail Banking, Cash Management, Customer Service, Lines Of Credit, Real Estate, Sales Management, Strategic Planning, Credit Analysis, Wealth Management, Finance, Business Development, Financial Services, Management, Loan Origination, Deposits, Treasury Management, Private Banking
Education
Dearborn / Kaplan 2005 — 2005
Property Casualty Broker/Agent
Dearborn 2004 — 2004
NASD Series 7
Dearborn 2004 — 2004
NASD Series 66
Dearborn / Kaplan 2002 — 2002
California Life Agent
University of Nevada 1993 — 1997
Finance
Fresno City College 1992 — 1993
Economics Pre Major
Clovis Community College 1991 — 1992
Economics Pre Major
Clovis West High School 1986 — 1991
High School Diploma
Jaime Hinojosa Jaime Hinojosa's First Republic Bank Experience January 2014 - Present
Job Senior Auditor at First Republic Bank
Industry Accounting
Experience
First Republic Bank January 2014 - Present
First Republic Bank April 2013 - December 2013
TriNet October 2012 - April 2013
KPMG US July 2011 - September 2012
KPMG US November 2009 - June 2011
Skills
US GAAP, GAAS, Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Reporting, PeopleSoft, PeopleTools, Proficient in Outlook,..., Financial Statements, Account Reconciliation, Finance, Financial Audits, Sarbanes-Oxley, Internal Audit, Journal Entries, Risk Management, SEC filings, Fixed Assets, SEC Filings
Education
Sonoma State University 2007 — 2009
Bachelor of Science (BS), Business Administration with concentration in Accounting
Diablo Valley College 2005 — 2007
First Republic Bank January 2014 - Present
First Republic Bank April 2013 - December 2013
TriNet October 2012 - April 2013
KPMG US July 2011 - September 2012
KPMG US November 2009 - June 2011
Skills
US GAAP, GAAS, Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Reporting, PeopleSoft, PeopleTools, Proficient in Outlook,..., Financial Statements, Account Reconciliation, Finance, Financial Audits, Sarbanes-Oxley, Internal Audit, Journal Entries, Risk Management, SEC filings, Fixed Assets, SEC Filings
Education
Sonoma State University 2007 — 2009
Bachelor of Science (BS), Business Administration with concentration in Accounting
Diablo Valley College 2005 — 2007
Nisha Sekhri Nisha Sekhri's First Republic Bank Experience September 2015 - Present
Job Commercial Collateral Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank September 2015 - Present
Bristol West Insurance December 2014 - Present
Citibank N.A. September 2013 - November 2014
Hollister Co. June 2012 - August 2013
Top This Frozen Yogurt Bar May 2009 - January 2012
Salvation Army Harbor Light Center September 2011 - November 2011
The Basil Leaf Cafe May 2008 - August 2009
Wingstop January 2008 - May 2008
Starbucks June 2007 - December 2007
Skills
Excel, Customer Service, PowerPoint, Social Networking, Word, Microsoft Excel, Microsoft Word, Sales, Management, Facebook, Social Media, Microsoft Office, Event Planning, Team Building, Leadership, Strategic Planning, Time Management, Recruiting, Public Speaking, Social Media Marketing, Marketing, Research
Education
University of San Francisco 2010 — 2012
BS, Business; Business Marketing
Diablo Valley College 2008 — 2010
First Republic Bank September 2015 - Present
Bristol West Insurance December 2014 - Present
Citibank N.A. September 2013 - November 2014
Hollister Co. June 2012 - August 2013
Top This Frozen Yogurt Bar May 2009 - January 2012
Salvation Army Harbor Light Center September 2011 - November 2011
The Basil Leaf Cafe May 2008 - August 2009
Wingstop January 2008 - May 2008
Starbucks June 2007 - December 2007
Skills
Excel, Customer Service, PowerPoint, Social Networking, Word, Microsoft Excel, Microsoft Word, Sales, Management, Facebook, Social Media, Microsoft Office, Event Planning, Team Building, Leadership, Strategic Planning, Time Management, Recruiting, Public Speaking, Social Media Marketing, Marketing, Research
Education
University of San Francisco 2010 — 2012
BS, Business; Business Marketing
Diablo Valley College 2008 — 2010
Gina Marie Arena's First Republic Bank Experience April 2015 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase July 2012 - December 2013
Skills
Series 6, Series 63, Management
Education
Farmingdale State University of New York
Bachelor of Science (BS), Business Management, Cum Laude
First Republic Bank April 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase July 2012 - December 2013
Skills
Series 6, Series 63, Management
Education
Farmingdale State University of New York
Bachelor of Science (BS), Business Management, Cum Laude
Monica Faithfull's First Republic Bank Experience March 2015 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank March 2015 - Present
Brown Brothers Harriman October 2014 - March 2015
Alamance Self Storage September 2013 - May 2014
Cambridge Savings Bank May 2013 - August 2013
ViaSouth August 2012 - September 2012
Scituate Harbor Yacht Club June 2012 - September 2012
Harmon Golf Club June 2011 - 2011
London Harness Company December 2008 - August 2010
Francesca's Collections October 2009 - March 2010
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Excel, Word, Outlook, Spreadsheets, Access, Facebook, Retail, YouTube, Qualtrics, SPSS, CRM
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Marketing & Entrepreneurship Double Major
Hingham High School 2006 — 2010
First Republic Bank March 2015 - Present
Brown Brothers Harriman October 2014 - March 2015
Alamance Self Storage September 2013 - May 2014
Cambridge Savings Bank May 2013 - August 2013
ViaSouth August 2012 - September 2012
Scituate Harbor Yacht Club June 2012 - September 2012
Harmon Golf Club June 2011 - 2011
London Harness Company December 2008 - August 2010
Francesca's Collections October 2009 - March 2010
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Excel, Word, Outlook, Spreadsheets, Access, Facebook, Retail, YouTube, Qualtrics, SPSS, CRM
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Marketing & Entrepreneurship Double Major
Hingham High School 2006 — 2010
Matt Javitch Matt Javitch's First Republic Bank Experience March 2015 - Present
Job Commercial Real Estate Analyst at First Republic Bank
Industry Commercial Real Estate
Experience
First Republic Bank March 2015 - Present
Skills
Investments, Financial Analysis, Equities, Real Estate, Asset Management, Mutual Funds, Financial Modeling, Argus Modeling, PowerPoint, Valuation, Real Estate Financing, Commercial Real Estate, Excel, Fixed Income, Microsoft Excel, Bloomberg, Portfolio Management, Trading, Finance, Analysis
Education
CFA Institute 2006 — 2011
Hamilton College 2000 — 2004
Bachelor of Arts degree, Psychology
BB&N 1994 — 2000
The Fessenden School 1990 — 1997
First Republic Bank March 2015 - Present
Skills
Investments, Financial Analysis, Equities, Real Estate, Asset Management, Mutual Funds, Financial Modeling, Argus Modeling, PowerPoint, Valuation, Real Estate Financing, Commercial Real Estate, Excel, Fixed Income, Microsoft Excel, Bloomberg, Portfolio Management, Trading, Finance, Analysis
Education
CFA Institute 2006 — 2011
Hamilton College 2000 — 2004
Bachelor of Arts degree, Psychology
BB&N 1994 — 2000
The Fessenden School 1990 — 1997
Beth Alviar Beth Alviar's First Republic Bank Experience April 2005 - November 2011
Job Banker at Citi
Industry Financial Services
Experience
California Bank of Commerce August 2014 - Present
Citi February 2012 - May 2014
First Republic Bank April 2005 - November 2011
Bank of the West August 1995 - March 2005
Skills
Private Banking, Banking, Retail Banking, Credit, Commercial Banking, Portfolio Management, Loans, Credit Analysis, Credit Risk, Wealth Management, Investment Banking, Investments, Mortgage Lending, Fixed Income, Equities, Capital Markets
Education
Golden Gate University 2001 — 2003
International/Global Studies
California Bank of Commerce August 2014 - Present
Citi February 2012 - May 2014
First Republic Bank April 2005 - November 2011
Bank of the West August 1995 - March 2005
Skills
Private Banking, Banking, Retail Banking, Credit, Commercial Banking, Portfolio Management, Loans, Credit Analysis, Credit Risk, Wealth Management, Investment Banking, Investments, Mortgage Lending, Fixed Income, Equities, Capital Markets
Education
Golden Gate University 2001 — 2003
International/Global Studies
Mohammad Noori Mohammad Noori's First Republic Bank Experience July 2015 - Present
Job Residential Closing Specialist / CD Coordinator at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2015 - Present
Cutera, Inc. October 2014 - May 2015
Intuit March 2014 - September 2014
San Francisco State University August 2011 - January 2014
Target June 2013 - August 2013
In Shape Health Clubs May 2009 - September 2011
Muscle Maker Grill January 2010 - August 2011
2000 Auto Import September 2008 - September 2009
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Critical Thinking, Budget Planning, Fundraising, Leadership, Event Planning, Time Management, Team Player, Broadcast Television, Sales, Recruiting, Salesforce.com
Education
San Francisco State University 2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Diablo Valley College 2009 — 2011
First Republic Bank July 2015 - Present
Cutera, Inc. October 2014 - May 2015
Intuit March 2014 - September 2014
San Francisco State University August 2011 - January 2014
Target June 2013 - August 2013
In Shape Health Clubs May 2009 - September 2011
Muscle Maker Grill January 2010 - August 2011
2000 Auto Import September 2008 - September 2009
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Critical Thinking, Budget Planning, Fundraising, Leadership, Event Planning, Time Management, Team Player, Broadcast Television, Sales, Recruiting, Salesforce.com
Education
San Francisco State University 2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Diablo Valley College 2009 — 2011
Rajiv Shrestha Rajiv Shrestha's First Republic Bank Experience April 2013 - December 2014
Job Application Packager at ProBuild
Industry Information Technology and Services
Experience
ProBuild December 2014 - Present
First Republic Bank April 2013 - December 2014
Fujitsu Technology Solutions 2012 - 2013
Skills
SCCM, VMware, Active Directory, Virtualization, VBScript, System Deployment, Windows Server, Citrix, Windows 7, Microsoft SQL Server, SQL, Windows XP, VMware ESX, Operating Systems, Testing, Scripting, Group Policy, Software Documentation, App-V, Software Installation, InstallShield, VPN, User Acceptance Testing, Servers, Troubleshooting
Education
University of Louisiana at Monroe
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Gadsden State Community College
Associate of Science (AS), Computer and Information Sciences, General
ProBuild December 2014 - Present
First Republic Bank April 2013 - December 2014
Fujitsu Technology Solutions 2012 - 2013
Skills
SCCM, VMware, Active Directory, Virtualization, VBScript, System Deployment, Windows Server, Citrix, Windows 7, Microsoft SQL Server, SQL, Windows XP, VMware ESX, Operating Systems, Testing, Scripting, Group Policy, Software Documentation, App-V, Software Installation, InstallShield, VPN, User Acceptance Testing, Servers, Troubleshooting
Education
University of Louisiana at Monroe
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Gadsden State Community College
Associate of Science (AS), Computer and Information Sciences, General
Jeremy Poirier's First Republic Bank Experience August 2015 - Present
Job Credit Specialist Eagle Lending at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Ghost Tribe Entertainment September 2013 - August 2015
UC Davis Men's Lacrosse 2009 - May 2014
Irwin Home Equity January 2006 - April 2007
H&R Block Mortgage November 2004 - November 2005
Skills
Analysis, Credit, Economics, Real Estate Economics, Mortgage Lending, Mortgage Banking, Residential Mortgages, Direct Sales, Sales Presentations, Banking, Finance, Customer Service, Marketing, Coaching, Mentoring, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Leadership, Project Planning, Data Analysis, Sales Operations
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), Economics
Diablo Valley College 2007 — 2009
General Studies
First Republic Bank August 2015 - Present
Ghost Tribe Entertainment September 2013 - August 2015
UC Davis Men's Lacrosse 2009 - May 2014
Irwin Home Equity January 2006 - April 2007
H&R Block Mortgage November 2004 - November 2005
Skills
Analysis, Credit, Economics, Real Estate Economics, Mortgage Lending, Mortgage Banking, Residential Mortgages, Direct Sales, Sales Presentations, Banking, Finance, Customer Service, Marketing, Coaching, Mentoring, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Leadership, Project Planning, Data Analysis, Sales Operations
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), Economics
Diablo Valley College 2007 — 2009
General Studies
Brittany Whitmer's First Republic Bank Experience August 2014 - Present
Job Executive Assistant at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
Brian Morrisroe Brian Morrisroe's First Republic Bank Experience July 2011 - July 2012
Job Senior Private Banker at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust May 2014 - Present
City National Bank October 2012 - January 2014
First Republic Bank July 2011 - July 2012
TD Wealth Management March 2004 - July 2011
Citigroup Private Bank 2001 - 2003
Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance, Accounting
SUNY Albany 1988 — 1992
BS, Business Administration
Wilmington Trust May 2014 - Present
City National Bank October 2012 - January 2014
First Republic Bank July 2011 - July 2012
TD Wealth Management March 2004 - July 2011
Citigroup Private Bank 2001 - 2003
Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance, Accounting
SUNY Albany 1988 — 1992
BS, Business Administration
Candice Sanders, MBA Candice Sanders, MBA's First Republic Bank Experience February 2013 - June 2015
Job Assistant Vice President; Portfolio Management Officer II at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
First Republic Bank February 2013 - June 2015
Banc of America Global Commercial Banking 2010 - February 2013
Bank of America 2008 - 2010
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Credit Analysis, Banking, Credit Risk, Small Business Lending, Analysis, Portfolio Management, Finance, Loan Origination, Risk Management, Team Building, Relationship Management, Financial Risk, Retail Banking, Underwriting, Financial Analysis, Lines Of Credit, Deposits
Education
Golden Gate University 2011 — 2014
MBA, Finance
Portland State University 2005 — 2009
Bachelors, Science
Eldorado High School
Bank of America June 2015 - Present
First Republic Bank February 2013 - June 2015
Banc of America Global Commercial Banking 2010 - February 2013
Bank of America 2008 - 2010
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Credit Analysis, Banking, Credit Risk, Small Business Lending, Analysis, Portfolio Management, Finance, Loan Origination, Risk Management, Team Building, Relationship Management, Financial Risk, Retail Banking, Underwriting, Financial Analysis, Lines Of Credit, Deposits
Education
Golden Gate University 2011 — 2014
MBA, Finance
Portland State University 2005 — 2009
Bachelors, Science
Eldorado High School
Paul Glanville Paul Glanville's First Republic Bank Experience January 1996 - April 1999
Job Senior Vice President, MidMarket Commercial Real Estate at Beneficial Bank
Industry Banking
Experience
Beneficial Bank March 2014 - Present
Fox Chase Bank June 2011 - March 2014
LEM Capital September 2007 - July 2011
Sovereign Bank July 2003 - September 2007
SUN NATIONAL BANK OF PA 1701 MARKET STREET, PHILADELPHIA, PA April 1999 - July 2003
First Republic Bank January 1996 - April 1999
UNITED VALLEY BANK January 1990 - July 1996
MELLON BANK CORPORATION January 1982 - November 1989
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Commercial Real Estate..., Client Development, Sales Presentations, Asset Managment, property valuation, Loan Work-outs, Loans, Appraisals, Asset Management, Due Diligence
Education
Duquesne University 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1977 — 1981
Bachelor of Science, Accounting
Beneficial Bank March 2014 - Present
Fox Chase Bank June 2011 - March 2014
LEM Capital September 2007 - July 2011
Sovereign Bank July 2003 - September 2007
SUN NATIONAL BANK OF PA 1701 MARKET STREET, PHILADELPHIA, PA April 1999 - July 2003
First Republic Bank January 1996 - April 1999
UNITED VALLEY BANK January 1990 - July 1996
MELLON BANK CORPORATION January 1982 - November 1989
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Commercial Real Estate..., Client Development, Sales Presentations, Asset Managment, property valuation, Loan Work-outs, Loans, Appraisals, Asset Management, Due Diligence
Education
Duquesne University 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1977 — 1981
Bachelor of Science, Accounting
Kerry Berchtold Kerry Berchtold's First Republic Bank Experience March 2011 - Present
Job Relationship Manager
Industry Financial Services
Experience
First Republic Bank March 2011 - Present
Bank of America Home Loans August 2009 - April 2011
JP Morgan Chase June 2003 - August 2009
Skills
Mortgage Lending, Refinance, Loans, Loan Origination, Credit, Customer Service, Mortgage Banking, FHA, Banking, Commercial Lending, Investments
Education
Fisher College
Bachelors of Science, Business Management
First Republic Bank March 2011 - Present
Bank of America Home Loans August 2009 - April 2011
JP Morgan Chase June 2003 - August 2009
Skills
Mortgage Lending, Refinance, Loans, Loan Origination, Credit, Customer Service, Mortgage Banking, FHA, Banking, Commercial Lending, Investments
Education
Fisher College
Bachelors of Science, Business Management
Mike Fesko's First Republic Bank Experience February 2015 - Present
Job BSA/AML Leader
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2014 - February 2015
First Republic Bank December 2013 - July 2014
First Republic Bank December 2011 - December 2013
First Republic Bank June 2010 - December 2011
Lenovo August 2007 - May 2010
Lenovo January 2005 - August 2007
IBM December 2003 - January 2005
East Carolina University April 2002 - December 2003
Skills
Leadership, Management, Strategy, Project Management, Project Portfolio..., Budgets, Forecasting, Process Improvement, Six Sigma, Integration, PMO, Cross-functional Team..., Vendor Management, SharePoint, Strategic Planning, Business Planning, Project Planning, Analysis, Business Analysis, Cost Management, Banking, Analytics, Program Management, Portfolio Management, Team Leadership, Relationship Management, Risk Management, Financial Analysis, Business Process..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, PMP, Business Process, Business Intelligence, Finance, Change Management, Supply Chain Management, Managerial Finance
Education
East Carolina University - College of Business 2003 — 2005
MBA
East Carolina University 1999 — 2003
BSBA, Managerial Accounting and Managerial Finance
First Republic Bank February 2015 - Present
First Republic Bank July 2014 - February 2015
First Republic Bank December 2013 - July 2014
First Republic Bank December 2011 - December 2013
First Republic Bank June 2010 - December 2011
Lenovo August 2007 - May 2010
Lenovo January 2005 - August 2007
IBM December 2003 - January 2005
East Carolina University April 2002 - December 2003
Skills
Leadership, Management, Strategy, Project Management, Project Portfolio..., Budgets, Forecasting, Process Improvement, Six Sigma, Integration, PMO, Cross-functional Team..., Vendor Management, SharePoint, Strategic Planning, Business Planning, Project Planning, Analysis, Business Analysis, Cost Management, Banking, Analytics, Program Management, Portfolio Management, Team Leadership, Relationship Management, Risk Management, Financial Analysis, Business Process..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, PMP, Business Process, Business Intelligence, Finance, Change Management, Supply Chain Management, Managerial Finance
Education
East Carolina University - College of Business 2003 — 2005
MBA
East Carolina University 1999 — 2003
BSBA, Managerial Accounting and Managerial Finance
Cristen Dankner, MBA Cristen Dankner, MBA's First Republic Bank Experience May 2014 - Present
Job Preferred Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2014 - Present
Sungarden Investment Research April 2012 - April 2014
Wells Fargo Bank July 2009 - April 2012
Washington Mutual Bank November 2006 - May 2008
Skills
Training, Microsoft Excel, Data Analysis, Management, Financial Analysis, Leadership, Sales, Performance Management, Finance, Project Management, Strategic Planning, Investments, Auditing, Customer Service, Microsoft Office, Public Speaking
Education
Florida Atlantic University 2011 — 2012
Master of Business Administration (MBA), Finance
Florida Atlantic University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Florida Atlantic University 2005 — 2008
Bachelor of Business Administration (BBA), Real Estate
First Republic Bank May 2014 - Present
Sungarden Investment Research April 2012 - April 2014
Wells Fargo Bank July 2009 - April 2012
Washington Mutual Bank November 2006 - May 2008
Skills
Training, Microsoft Excel, Data Analysis, Management, Financial Analysis, Leadership, Sales, Performance Management, Finance, Project Management, Strategic Planning, Investments, Auditing, Customer Service, Microsoft Office, Public Speaking
Education
Florida Atlantic University 2011 — 2012
Master of Business Administration (MBA), Finance
Florida Atlantic University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Florida Atlantic University 2005 — 2008
Bachelor of Business Administration (BBA), Real Estate
Alexandra Labagh's First Republic Bank Experience July 2014 - Present
Job Account Executive at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2014 - Present
First Republic Bank June 2013 - July 2014
First Republic Bank October 2010 - June 2013
Skills
Banking, Management, Credit, Relationship Management, Customer Service, Finance, Sales, Microsoft Excel, PowerPoint, Investments, Loans, Mortgage Lending, Wealth Management, Time Management, Financial Analysis
Education
Fordham University 2006 — 2010
BA, Communications and Media Studies
St. Ignatius College Preparatory 2002 — 2006
First Republic Bank July 2014 - Present
First Republic Bank June 2013 - July 2014
First Republic Bank October 2010 - June 2013
Skills
Banking, Management, Credit, Relationship Management, Customer Service, Finance, Sales, Microsoft Excel, PowerPoint, Investments, Loans, Mortgage Lending, Wealth Management, Time Management, Financial Analysis
Education
Fordham University 2006 — 2010
BA, Communications and Media Studies
St. Ignatius College Preparatory 2002 — 2006
Marcia Saldana's First Republic Bank Experience February 2015 - Present
Job Senior Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank May 2014 - February 2015
JPMorgan Chase April 2011 - March 2013
AXA Advisors September 2009 - May 2010
AXA Advisors September 2008 - September 2009
Skills
Banking, Credit, Investments, Mortgage Lending, Financial Analysis, Loans, Risk Management, Retail Banking, Commercial Banking, Wealth Management
Education
Fordham University 2004 — 2009
Finance
Fordham University 2004 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
First Republic Bank February 2015 - Present
First Republic Bank May 2014 - February 2015
JPMorgan Chase April 2011 - March 2013
AXA Advisors September 2009 - May 2010
AXA Advisors September 2008 - September 2009
Skills
Banking, Credit, Investments, Mortgage Lending, Financial Analysis, Loans, Risk Management, Retail Banking, Commercial Banking, Wealth Management
Education
Fordham University 2004 — 2009
Finance
Fordham University 2004 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Charles Schaefer's First Republic Bank Experience June 2013 - Present
Job Product Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2013 - Present
Clear2Pay Americas September 2007 - June 2013
Bank of America April 2001 - September 2007
iXL, Inc. February 1998 - February 2001
Logan Marketing and Communications, Inc. July 1994 - February 1998
Skills
Product Management, E-commerce, Payments, Business Analysis, Strategy, Internet Banking, Software Project..., Enterprise Software, Pre-sales, Mobile Payments, SaaS, Management, Credit Cards, Agile Methodologies, Vendor Management, Project Management, Usability Testing, Project Portfolio..., Mobile Devices, Agile Project Management, CRM, SDLC
Education
Tulane University 1990 — 1994
BA, Marketing
Hampden-Sydney College 1988 — 1990
Economics
First Republic Bank June 2013 - Present
Clear2Pay Americas September 2007 - June 2013
Bank of America April 2001 - September 2007
iXL, Inc. February 1998 - February 2001
Logan Marketing and Communications, Inc. July 1994 - February 1998
Skills
Product Management, E-commerce, Payments, Business Analysis, Strategy, Internet Banking, Software Project..., Enterprise Software, Pre-sales, Mobile Payments, SaaS, Management, Credit Cards, Agile Methodologies, Vendor Management, Project Management, Usability Testing, Project Portfolio..., Mobile Devices, Agile Project Management, CRM, SDLC
Education
Tulane University 1990 — 1994
BA, Marketing
Hampden-Sydney College 1988 — 1990
Economics
Karen KC Conway's First Republic Bank Experience December 2013 - Present
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Bobbi April Whitfield Bobbi April Whitfield's First Republic Bank Experience July 2013 - February 2014
Job Self Employed
Industry Accounting
Experience
San Francisco Girls Chorus April 2015 - August 2015
Pristine Sun LLC July 2014 - April 2015
First Republic Bank July 2013 - February 2014
Stuart Gilchrist Interiors July 2013 - January 2014
Parkwide March 2013 - July 2013
Internal Revenue Service January 2013 - April 2013
Nihon Whiskey Lounge August 2009 - April 2012
GoMobile September 2005 - January 2007
HSBC August 2004 - September 2005
American Longevity January 2003 - August 2004
Skills
Accounting, QuickBooks, Microsoft Excel, Excel Pivot, Access, PowerPoint, Accounts Receivable, Accounts Payable, Bookkeeping, Payroll, Financial Statement..., Microsoft CRM, Project Management, Netx360, Studio Webware, Aging Reports, Human Resources, Dental Assisting, Dental Radiography, Dental Insurance, ERP, Invoicing, Customer Service, Management, Employee Benefits, Tax, Teamwork, Account Reconciliation
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Accounting
Pima Medical Institute-Chula Vista
Dental Assisting/Assistant
Gavilan College
Associate of Arts (AA)
San Francisco Girls Chorus April 2015 - August 2015
Pristine Sun LLC July 2014 - April 2015
First Republic Bank July 2013 - February 2014
Stuart Gilchrist Interiors July 2013 - January 2014
Parkwide March 2013 - July 2013
Internal Revenue Service January 2013 - April 2013
Nihon Whiskey Lounge August 2009 - April 2012
GoMobile September 2005 - January 2007
HSBC August 2004 - September 2005
American Longevity January 2003 - August 2004
Skills
Accounting, QuickBooks, Microsoft Excel, Excel Pivot, Access, PowerPoint, Accounts Receivable, Accounts Payable, Bookkeeping, Payroll, Financial Statement..., Microsoft CRM, Project Management, Netx360, Studio Webware, Aging Reports, Human Resources, Dental Assisting, Dental Radiography, Dental Insurance, ERP, Invoicing, Customer Service, Management, Employee Benefits, Tax, Teamwork, Account Reconciliation
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Accounting
Pima Medical Institute-Chula Vista
Dental Assisting/Assistant
Gavilan College
Associate of Arts (AA)
Katherine Nesbitt's First Republic Bank Experience September 2014 - Present
Job Commercial Loan Servicing at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2014 - Present
Consumer Credit Counseling Service of SF March 2013 - September 2014
Consumer Credit Counseling Service of San Francisco January 2011 - April 2013
Hassell Law Group March 2009 - December 2009
International Rescue Committee June 2008 - December 2008
Minnwest Bank June 2006 - August 2006
New Blood School June 2005 - August 2005
Skills
Customer Service, Research, Credit, PowerPoint, Word, Excel, Microsoft Excel, Curriculum Design, Microsoft Word, MS Office suite, customer relationship..., French, Individual Counselling, Training, Nonprofits, Accounting, Teamwork, Fundraising, Microsoft Office, Community Outreach, Public Speaking, Leadership, Analysis, Outlook
Education
UC Berkeley Extension 2010 — 2010
Financial Analysis
University of San Francisco 2004 — 2008
Bachelor of Arts, International Studies, French, Peace and Conflict Studies, African Studies
Golden Gate University
Accounting
First Republic Bank September 2014 - Present
Consumer Credit Counseling Service of SF March 2013 - September 2014
Consumer Credit Counseling Service of San Francisco January 2011 - April 2013
Hassell Law Group March 2009 - December 2009
International Rescue Committee June 2008 - December 2008
Minnwest Bank June 2006 - August 2006
New Blood School June 2005 - August 2005
Skills
Customer Service, Research, Credit, PowerPoint, Word, Excel, Microsoft Excel, Curriculum Design, Microsoft Word, MS Office suite, customer relationship..., French, Individual Counselling, Training, Nonprofits, Accounting, Teamwork, Fundraising, Microsoft Office, Community Outreach, Public Speaking, Leadership, Analysis, Outlook
Education
UC Berkeley Extension 2010 — 2010
Financial Analysis
University of San Francisco 2004 — 2008
Bachelor of Arts, International Studies, French, Peace and Conflict Studies, African Studies
Golden Gate University
Accounting
Sofia Mohammed Sofia Mohammed's First Republic Bank Experience February 2014 - October 2014
Job Former Operations Associate at First Republic Bank
Industry Investment Management
Experience
First Republic Bank February 2014 - October 2014
The Pink Collective November 2012 - February 2013
MediaWhiz July 2011 - October 2011
Advent Software October 2008 - March 2010
Advent Software December 2007 - October 2008
Advent Software June 2006 - December 2007
Skills
Writing, Data Analysis, Financial Reporting, Internal Communications, Critical Thinking, Information Seeking, Blog Marketing, Attraction Marketing, Article Marketing, Fast Learner, People-oriented, Social Networking..., Hindi, Urdu, Salesforce.com, WebEx, GoToMeeting, Word, Outlook, OneNote, Skype, Facebook, Twitter, YouTube, Flickr, Digg, StumbleUpon, Tumblr, Google Docs, Gmail, iTunes, iPod, PowerPoint, Excel, Chrome, Training Skills, Client Services, Creative Problem Solving, Tutorials, Customer Presentations, Microsoft Word, Economics, Business, Marketing, Finance, Advertising, Creative Strategy, Creative Direction, Microsoft Excel, Analysis
Education
Florida International University - College of Business Administration 2011 — 2012
MBA, 3.95
University of California, Berkeley 2002 — 2006
BA, Economics, South and Southeast Asian Studies, Business Administration
First Republic Bank February 2014 - October 2014
The Pink Collective November 2012 - February 2013
MediaWhiz July 2011 - October 2011
Advent Software October 2008 - March 2010
Advent Software December 2007 - October 2008
Advent Software June 2006 - December 2007
Skills
Writing, Data Analysis, Financial Reporting, Internal Communications, Critical Thinking, Information Seeking, Blog Marketing, Attraction Marketing, Article Marketing, Fast Learner, People-oriented, Social Networking..., Hindi, Urdu, Salesforce.com, WebEx, GoToMeeting, Word, Outlook, OneNote, Skype, Facebook, Twitter, YouTube, Flickr, Digg, StumbleUpon, Tumblr, Google Docs, Gmail, iTunes, iPod, PowerPoint, Excel, Chrome, Training Skills, Client Services, Creative Problem Solving, Tutorials, Customer Presentations, Microsoft Word, Economics, Business, Marketing, Finance, Advertising, Creative Strategy, Creative Direction, Microsoft Excel, Analysis
Education
Florida International University - College of Business Administration 2011 — 2012
MBA, 3.95
University of California, Berkeley 2002 — 2006
BA, Economics, South and Southeast Asian Studies, Business Administration
Logan Alexander Logan Alexander's First Republic Bank Experience April 2012 - Present
Job Senior Loan Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2012 - Present
Home Savings of America February 2010 - March 2012
Wachovia Mortgage September 2003 - October 2008
Wachovia Mortgage September 2003 - October 2008
Food.com April 2000 - May 2003
Convention Management Resources November 1999 - March 2000
Hyatt April 1997 - November 1999
The Buttes Resort August 1995 - April 1997
Community Hospital and Medical Center October 1993 - August 1995
Skills
Loans, Underwriting, Team Building, Customer Service, Leadership, Training, Analysis, Management, Human Resources, Credit Analysis, New Business Development, Coaching, Mortgage Banking, Banking, Mortgage Lending, Refinance
Education
Heald Business College 2009 — 2009
Diploma, Medical Insurance Billing and Coding
Gateway Community College 1991 — 1991
Radiology
Rio Salado College 1987 — 1988
General Studies
Mesa Community College 1985 — 1986
Music Education
First Republic Bank April 2012 - Present
Home Savings of America February 2010 - March 2012
Wachovia Mortgage September 2003 - October 2008
Wachovia Mortgage September 2003 - October 2008
Food.com April 2000 - May 2003
Convention Management Resources November 1999 - March 2000
Hyatt April 1997 - November 1999
The Buttes Resort August 1995 - April 1997
Community Hospital and Medical Center October 1993 - August 1995
Skills
Loans, Underwriting, Team Building, Customer Service, Leadership, Training, Analysis, Management, Human Resources, Credit Analysis, New Business Development, Coaching, Mortgage Banking, Banking, Mortgage Lending, Refinance
Education
Heald Business College 2009 — 2009
Diploma, Medical Insurance Billing and Coding
Gateway Community College 1991 — 1991
Radiology
Rio Salado College 1987 — 1988
General Studies
Mesa Community College 1985 — 1986
Music Education
Margaret A. Zywicz Margaret A. Zywicz's First Republic Bank Experience September 2014 - Present
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2014 - Present
Golden Gate University School of Law July 2014 - Present
Skills
Estate Planning, Plannning, Philanthropy, Planned Giving, Trusts, Tax, Nonprofits, Trust Services, Wills, Estate Law, Public Speaking, Non-profits, Charities, Estate Administration, Estate Tax Planning, Wealth Management, Fundraising, Charitable Trusts, High Net Worth..., Retirement Planning, Wealth Management..., Strategic Financial..., Small Business, Wealth, Probation, Powers of Attorney, Stewardship
Education
Golden Gate University, School of Law
LL.M. Tax, (with Honors)
University of San Francisco School of Law
J.D., Law
Smith College
BA
American Institute for Philanthropic Studies
CSPG - Certified Specialist in Planned Giving
Thayer Academy
First Republic Bank September 2014 - Present
Golden Gate University School of Law July 2014 - Present
Skills
Estate Planning, Plannning, Philanthropy, Planned Giving, Trusts, Tax, Nonprofits, Trust Services, Wills, Estate Law, Public Speaking, Non-profits, Charities, Estate Administration, Estate Tax Planning, Wealth Management, Fundraising, Charitable Trusts, High Net Worth..., Retirement Planning, Wealth Management..., Strategic Financial..., Small Business, Wealth, Probation, Powers of Attorney, Stewardship
Education
Golden Gate University, School of Law
LL.M. Tax, (with Honors)
University of San Francisco School of Law
J.D., Law
Smith College
BA
American Institute for Philanthropic Studies
CSPG - Certified Specialist in Planned Giving
Thayer Academy
Ray Turrietta Ray Turrietta's First Republic Bank Experience April 2008 - December 2009
Job Document Specialist
Industry Financial Services
Experience
Ellie Mae March 2015 - Present
Arch Mortgage Insurance Limited February 2014 - September 2014
PMI Mortgage Insurance Co. January 2012 - February 2014
First Republic Bank April 2008 - December 2009
Cal State 9 Credit Union May 2004 - August 2007
Self Employed June 2003 - June 2004
Washtenaw Mortgage September 2002 - February 2003
Bank of the West January 1998 - January 2002
Providian 1993 - 1997
Skills
Loans, Mortgage Lending, Management, Loan Origination, Leadership, Loan Servicing, Customer Service, Underwriting, Banking, Human Resources, Credit, Commercial Lending, Consumer Lending, Credit Analysis, Risk Management, Analysis, Mortgage Banking, Financial Analysis
Education
Diablo Valley College
Ellie Mae March 2015 - Present
Arch Mortgage Insurance Limited February 2014 - September 2014
PMI Mortgage Insurance Co. January 2012 - February 2014
First Republic Bank April 2008 - December 2009
Cal State 9 Credit Union May 2004 - August 2007
Self Employed June 2003 - June 2004
Washtenaw Mortgage September 2002 - February 2003
Bank of the West January 1998 - January 2002
Providian 1993 - 1997
Skills
Loans, Mortgage Lending, Management, Loan Origination, Leadership, Loan Servicing, Customer Service, Underwriting, Banking, Human Resources, Credit, Commercial Lending, Consumer Lending, Credit Analysis, Risk Management, Analysis, Mortgage Banking, Financial Analysis
Education
Diablo Valley College
Elvis Nelson Elvis Nelson's First Republic Bank Experience October 1982 - May 1989
Job Senior Financial Management Analyst at Federal Deposit Insurance Corp
Industry Banking
Experience
Federal Deposit Insurance Corp September 2012 - Present
Computer Sciences Corporation April 2005 - August 2008
Federal Deposit Insurance Corp 1990 - 2005
First Republic Bank October 1982 - May 1989
Bank of America 1982 - 1988
United States Air Force July 1962 - July 1982
Skills
Finance, Budgets, Internal Controls, Banking, Outsourcing, Process Improvement, Access, Credit, Accounting, Financial Analysis, Management, Analysis, Internal Audit, Business Analysis, Strategy, Policy, Auditing, Microsoft Excel, Program Management
Education
University of Central Oklahoma 1979 — 1981
BS, Accounting
Harvard Business School 1967 — 1969
MBA, Management
University of Nebraska at Omaha 1958 — 1962
BA, Psychology
Federal Deposit Insurance Corp September 2012 - Present
Computer Sciences Corporation April 2005 - August 2008
Federal Deposit Insurance Corp 1990 - 2005
First Republic Bank October 1982 - May 1989
Bank of America 1982 - 1988
United States Air Force July 1962 - July 1982
Skills
Finance, Budgets, Internal Controls, Banking, Outsourcing, Process Improvement, Access, Credit, Accounting, Financial Analysis, Management, Analysis, Internal Audit, Business Analysis, Strategy, Policy, Auditing, Microsoft Excel, Program Management
Education
University of Central Oklahoma 1979 — 1981
BS, Accounting
Harvard Business School 1967 — 1969
MBA, Management
University of Nebraska at Omaha 1958 — 1962
BA, Psychology
Juliana Del Real Juliana Del Real's First Republic Bank Experience March 2015 - Present
Job Portfolio Quality Specialist at First Republic Bank Business Banking Private Equity & Venture Capital
Industry Banking
Experience
First Republic Bank March 2015 - Present
Comerica Bank May 2007 - March 2015
Wells Fargo October 2006 - May 2007
Washington Mutual Bank July 2002 - August 2006
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Credit Analysis, Commercial Lending, Financial Analysis, Customer Service, Mortgage Lending, Outlook, Microsoft Excel, Portfolio Management, Risk Management, Finance, Consumer Lending, Credit Risk, Cash Management, Small Business Lending, Microsoft Office, Access, Microsoft Word, Leadership
Education
Evergreen Valley College 2012 — 2015
Associate's Degree, Business Management
Notre Dame de Namur University
First Republic Bank March 2015 - Present
Comerica Bank May 2007 - March 2015
Wells Fargo October 2006 - May 2007
Washington Mutual Bank July 2002 - August 2006
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Credit Analysis, Commercial Lending, Financial Analysis, Customer Service, Mortgage Lending, Outlook, Microsoft Excel, Portfolio Management, Risk Management, Finance, Consumer Lending, Credit Risk, Cash Management, Small Business Lending, Microsoft Office, Access, Microsoft Word, Leadership
Education
Evergreen Valley College 2012 — 2015
Associate's Degree, Business Management
Notre Dame de Namur University
Alexa Schult's First Republic Bank Experience November 2013 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank November 2013 - Present
Self-Employed June 2008 - September 2013
UBS June 2012 - August 2012
J. McLaughlin May 2005 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Translation, Coordinating Events
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.)
Southampton High School 2005 — 2009
First Republic Bank November 2013 - Present
Self-Employed June 2008 - September 2013
UBS June 2012 - August 2012
J. McLaughlin May 2005 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Translation, Coordinating Events
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.)
Southampton High School 2005 — 2009
Jorge Grafal Jorge Grafal's First Republic Bank Experience November 2011 - May 2015
Job Associate Institutional Real Estate at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2015 - Present
First Republic Bank November 2011 - May 2015
First Republic Bank May 2011 - October 2011
Northwestern Mutual January 2011 - July 2011
Kamboh Financial Planning, MetLife Inc. February 2010 - July 2010
Skills
Finance, Banking, Loans, Investments, Financial Analysis, Microsoft Office, Wealth Management, Credit Analysis, Microsoft Excel, Financial Modeling, Financial Planning, Credit, PowerPoint, Leadership, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration, concentrations in Finance and Marketing
Sumitomo Mitsui Banking Corporation June 2015 - Present
First Republic Bank November 2011 - May 2015
First Republic Bank May 2011 - October 2011
Northwestern Mutual January 2011 - July 2011
Kamboh Financial Planning, MetLife Inc. February 2010 - July 2010
Skills
Finance, Banking, Loans, Investments, Financial Analysis, Microsoft Office, Wealth Management, Credit Analysis, Microsoft Excel, Financial Modeling, Financial Planning, Credit, PowerPoint, Leadership, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration, concentrations in Finance and Marketing
Christopher Wyant, MBA Christopher Wyant, MBA's First Republic Bank Experience January 2012 - June 2014
Job MBA professional.
Industry Financial Services
Experience
First Republic Bank January 2012 - June 2014
First Republic Bank (contract through TSS) April 2011 - January 2012
Fifth Third Bank September 2007 - September 2010
Fifth Third Bank June 2005 - September 2007
Old Kent Bank/Fifth Third Bank January 1999 - June 2005
Old Kent Bank (later acquired by Fifth Third Bank) February 1998 - January 1999
Skills
Sales, Banking, Relationship Management, Coaching, Financial Services, Retail Banking, Customer Service, Investments, Time Management, Risk Management, Credit, Loans, Strategy
Education
Grand Valley State University
MBA, Management, Marketing, Sales, Strategy
Western Michigan University 1994 — 1997
BBA, Bachelors of Business Administration--Cum Laude, Business Management, Spanish
First Republic Bank January 2012 - June 2014
First Republic Bank (contract through TSS) April 2011 - January 2012
Fifth Third Bank September 2007 - September 2010
Fifth Third Bank June 2005 - September 2007
Old Kent Bank/Fifth Third Bank January 1999 - June 2005
Old Kent Bank (later acquired by Fifth Third Bank) February 1998 - January 1999
Skills
Sales, Banking, Relationship Management, Coaching, Financial Services, Retail Banking, Customer Service, Investments, Time Management, Risk Management, Credit, Loans, Strategy
Education
Grand Valley State University
MBA, Management, Marketing, Sales, Strategy
Western Michigan University 1994 — 1997
BBA, Bachelors of Business Administration--Cum Laude, Business Management, Spanish
Janet Demirjian Janet Demirjian's First Republic Bank Experience September 2003 - June 2006
Job Administrative Assistant at GOLDMAN SACHS
Industry Consumer Services
Experience
GOLDMAN SACHS March 2014 - Present
MORGAN STANLEY July 2013 - March 2014
KEEFE, BRUYETTE & WOODS July 2011 - July 2013
LAW OFFICE OF STEPHEN B. KAUFMAN, BRONX, NY March 2010 - July 2011
HSBC BANK July 2006 - March 2008
First Republic Bank September 2003 - June 2006
BANK OF NEW YORK January 1997 - January 2003
Skills
Finance, Management, Credit, Financial Modeling, Valuation
Education
Fordham University
Bachelor of Arts, Economics
City College New
GOLDMAN SACHS March 2014 - Present
MORGAN STANLEY July 2013 - March 2014
KEEFE, BRUYETTE & WOODS July 2011 - July 2013
LAW OFFICE OF STEPHEN B. KAUFMAN, BRONX, NY March 2010 - July 2011
HSBC BANK July 2006 - March 2008
First Republic Bank September 2003 - June 2006
BANK OF NEW YORK January 1997 - January 2003
Skills
Finance, Management, Credit, Financial Modeling, Valuation
Education
Fordham University
Bachelor of Arts, Economics
City College New
Molly Downer Molly Downer's First Republic Bank Experience August 2006 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2006 - Present
First Republic 2006 - Present
Boston Private Bank July 2001 - 2006
Citizens Bank (formerly USTrust Company) January 1997 - June 2001
State Street Bank January 1995 - December 1997
Fleet Bank of Massachusetts (formerly Bank of New England) March 1982 - September 1991
The Gillette Company September 1980 - March 1982
Education
Harvard Business School 1978 — 1980
MBA
Wellesley College
BA, Psychology, Economics
First Republic Bank August 2006 - Present
First Republic 2006 - Present
Boston Private Bank July 2001 - 2006
Citizens Bank (formerly USTrust Company) January 1997 - June 2001
State Street Bank January 1995 - December 1997
Fleet Bank of Massachusetts (formerly Bank of New England) March 1982 - September 1991
The Gillette Company September 1980 - March 1982
Education
Harvard Business School 1978 — 1980
MBA
Wellesley College
BA, Psychology, Economics
Fatema Arande's First Republic Bank Experience August 2000 - Present
Job Deputy Director, Retail Banking at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2000 - Present
Skills
Small Business Lending, Leadership, Loans, Credit, Private Banking, Banking, Credit Analysis, Deposits, Consumer Lending, Commercial Banking, Risk Management, Investments, Commercial Lending, Mortgage Lending, Finance, Financial Analysis, Portfolio Management, Customer Service
Education
George Mason University
Bachelor's Degree, International Relations and Affairs
University of Pennsylvania - The Wharton School
Executive Education Program
First Republic Bank August 2000 - Present
Skills
Small Business Lending, Leadership, Loans, Credit, Private Banking, Banking, Credit Analysis, Deposits, Consumer Lending, Commercial Banking, Risk Management, Investments, Commercial Lending, Mortgage Lending, Finance, Financial Analysis, Portfolio Management, Customer Service
Education
George Mason University
Bachelor's Degree, International Relations and Affairs
University of Pennsylvania - The Wharton School
Executive Education Program
Bryce Yee Bryce Yee's First Republic Bank Experience January 2012 - September 2012
Job Account Executive at Glassdoor
Industry Marketing and Advertising
Experience
Glassdoor March 2015 - Present
Oracle July 2013 - February 2015
Indeed.com January 2013 - March 2013
First Republic Bank January 2012 - September 2012
Nordstrom June 2011 - November 2011
Skills
Sales, Enterprise Software, Microsoft Excel, Customer Service, Data Analysis, Sales Operations, Public Speaking, Salesforce.com, Retail, Financial Analysis, Business Development, Human Resources, Taleo, Photoshop, Oracle HCM, SaaS, Adobe Illustrator, PeopleSoft, Cloud Computing, New Client Prospecting, Networking, Forecasting, Talent Management, HRIS, Email Marketing, JD Edwards, CRM, Access, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Social Sourcing, Learning Management, Cold Calling
Education
Santa Clara University - Leavey School of Business 2010 — 2013
BS, Finance
Gonzaga University 2009 — 2010
Glassdoor March 2015 - Present
Oracle July 2013 - February 2015
Indeed.com January 2013 - March 2013
First Republic Bank January 2012 - September 2012
Nordstrom June 2011 - November 2011
Skills
Sales, Enterprise Software, Microsoft Excel, Customer Service, Data Analysis, Sales Operations, Public Speaking, Salesforce.com, Retail, Financial Analysis, Business Development, Human Resources, Taleo, Photoshop, Oracle HCM, SaaS, Adobe Illustrator, PeopleSoft, Cloud Computing, New Client Prospecting, Networking, Forecasting, Talent Management, HRIS, Email Marketing, JD Edwards, CRM, Access, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Social Sourcing, Learning Management, Cold Calling
Education
Santa Clara University - Leavey School of Business 2010 — 2013
BS, Finance
Gonzaga University 2009 — 2010
Robert Suazo Robert Suazo's First Republic Bank Experience February 2015 - Present
Job Service Desk Analyst II at First Republic Bank
Industry Internet
Experience
First Republic Bank February 2015 - Present
First Republic Bank October 2012 - January 2015
CompuCom June 2011 - November 2012
Insight Global October 2009 - October 2010
Marin Acura April 2006 - April 2008
Skills
Technical Support, Software Installation, Hardware, Microsoft Office, Windows 7, Active Directory, Cisco VPN, OS X, XP, A+ Certified, CompTIA A+, Computer Hardware, Troubleshooting, Customer Service, Windows XP, Networking
Education
Hercules High School 2004 — 2005
High School Diploma; Acquired
Diablo Valley College
Electrical and Electronics Engineering
First Republic Bank February 2015 - Present
First Republic Bank October 2012 - January 2015
CompuCom June 2011 - November 2012
Insight Global October 2009 - October 2010
Marin Acura April 2006 - April 2008
Skills
Technical Support, Software Installation, Hardware, Microsoft Office, Windows 7, Active Directory, Cisco VPN, OS X, XP, A+ Certified, CompTIA A+, Computer Hardware, Troubleshooting, Customer Service, Windows XP, Networking
Education
Hercules High School 2004 — 2005
High School Diploma; Acquired
Diablo Valley College
Electrical and Electronics Engineering
John M Williams's First Republic Bank Experience September 2014 - Present
Job Insurance Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2014 - Present
Paramount Mortgage Company September 2013 - September 2014
Cole Real Estate Investments June 2013 - August 2013
Fiesta Bowl December 2012 - January 2013
Cole Real Estate Investments June 2012 - August 2012
Fiesta Bowl December 2011 - January 2012
Skills
Life Insurance, Permanent Life Insurance, Customer Service, Mortgage Banking, Microsoft Excel, Residential Mortgages, VA loans, Analysis, Budgets, Jumbo Mortgage, PowerPoint, Communication, Microsoft Office, Public Speaking, Time Management, Refinance, Mortgage Lending
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
First Republic Bank September 2014 - Present
Paramount Mortgage Company September 2013 - September 2014
Cole Real Estate Investments June 2013 - August 2013
Fiesta Bowl December 2012 - January 2013
Cole Real Estate Investments June 2012 - August 2012
Fiesta Bowl December 2011 - January 2012
Skills
Life Insurance, Permanent Life Insurance, Customer Service, Mortgage Banking, Microsoft Excel, Residential Mortgages, VA loans, Analysis, Budgets, Jumbo Mortgage, PowerPoint, Communication, Microsoft Office, Public Speaking, Time Management, Refinance, Mortgage Lending
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jino Carlo Abad Jino Carlo Abad's First Republic Bank Experience November 2009 - March 2010
Job Professional Photographer at Abadimage Photography
Industry Photography
Experience
Abadimage Photography November 2014 - Present
Providence Medical Center - Holy Cross April 2013 - Present
Movement Lifestyle LLC April 2010 - Present
Kidsline LLC October 2012 - December 2012
First Republic Bank November 2009 - March 2010
Murphy, McKay & Associates October 2007 - November 2009
San Francisco Department of Public Health January 2007 - December 2007
U.S. Army Reserve November 2005 - December 2006
Skills
Software Documentation, Technical Support, Software Installation, Active Directory, Information Security, Computer Hardware, Hardware Support, Hardware Installation, Digital Photography, Photoshop, Apple OS, iOS, Android, Windows 7, Windows XP Pro, Microsoft Office, Google Apps, BMC Remedy, Networking, Microsoft Visio, Help Desk Support, Hardware, Windows XP, System Administration, Troubleshooting, OS X
Education
DeVry University-California 2009 — 2013
Networking and Communication Management, Computer Networking
Abadimage Photography November 2014 - Present
Providence Medical Center - Holy Cross April 2013 - Present
Movement Lifestyle LLC April 2010 - Present
Kidsline LLC October 2012 - December 2012
First Republic Bank November 2009 - March 2010
Murphy, McKay & Associates October 2007 - November 2009
San Francisco Department of Public Health January 2007 - December 2007
U.S. Army Reserve November 2005 - December 2006
Skills
Software Documentation, Technical Support, Software Installation, Active Directory, Information Security, Computer Hardware, Hardware Support, Hardware Installation, Digital Photography, Photoshop, Apple OS, iOS, Android, Windows 7, Windows XP Pro, Microsoft Office, Google Apps, BMC Remedy, Networking, Microsoft Visio, Help Desk Support, Hardware, Windows XP, System Administration, Troubleshooting, OS X
Education
DeVry University-California 2009 — 2013
Networking and Communication Management, Computer Networking
EMERALD MALIJAN's First Republic Bank Experience April 2008 - December 2010
Job Trainer/Credit Analyst at Lending Club
Industry Financial Services
Experience
Lending Club February 2013 - Present
Citi February 2012 - February 2013
First Republic Bank April 2008 - December 2010
WELLS FARGO 2004 - 2008
Skills
7-8 years expierence in..., Private Banking, Commercial Banking, Commercial Lending, Cross Selling, Finance
Education
San Francisco State University 2004 — 2007
Bachelor of Science (BS)
Heald College-Concord 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Lending Club February 2013 - Present
Citi February 2012 - February 2013
First Republic Bank April 2008 - December 2010
WELLS FARGO 2004 - 2008
Skills
7-8 years expierence in..., Private Banking, Commercial Banking, Commercial Lending, Cross Selling, Finance
Education
San Francisco State University 2004 — 2007
Bachelor of Science (BS)
Heald College-Concord 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Seshan D. Nissanka Seshan D. Nissanka's First Republic Bank Experience May 2010 - September 2010
Job Self Employed
Industry Utilities
Experience
Telecom and Energy 2010 - Present
First Republic Bank May 2010 - September 2010
Citibank October 2008 - May 2010
Wells Fargo Bank December 2003 - January 2007
Education
Golden Gate University 2008 — 2009
Finance
Telecom and Energy 2010 - Present
First Republic Bank May 2010 - September 2010
Citibank October 2008 - May 2010
Wells Fargo Bank December 2003 - January 2007
Education
Golden Gate University 2008 — 2009
Finance
Mark Agostino Mark Agostino's First Republic Bank Experience March 2008 - July 2009
Job Community Bank Manager at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank October 2014 - Present
Mutual of Omaha Bank April 2010 - September 2014
rightWay Promotions July 2009 - April 2010
First Republic Bank March 2008 - July 2009
Wells Fargo Bank January 2006 - March 2008
Union Bank of California April 2005 - January 2006
2003-2005 Limited October 2003 - January 2005
Skills
American Banker..., American Banker..., American Banker..., Credit, Loans, Banking, Commercial Banking, Retail Banking, Treasury Management, Cash Management, RMA, Cross Selling, Customer Service, Small Business Lending, Finance, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Accounting, Portfolio Management, Management
Education
Grossmont College 2010 — 2012
gerneral Business, Business/Commerce, General, 2.8
AmericanWest Bank October 2014 - Present
Mutual of Omaha Bank April 2010 - September 2014
rightWay Promotions July 2009 - April 2010
First Republic Bank March 2008 - July 2009
Wells Fargo Bank January 2006 - March 2008
Union Bank of California April 2005 - January 2006
2003-2005 Limited October 2003 - January 2005
Skills
American Banker..., American Banker..., American Banker..., Credit, Loans, Banking, Commercial Banking, Retail Banking, Treasury Management, Cash Management, RMA, Cross Selling, Customer Service, Small Business Lending, Finance, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Accounting, Portfolio Management, Management
Education
Grossmont College 2010 — 2012
gerneral Business, Business/Commerce, General, 2.8
Barry Berman Barry Berman's First Republic Bank Experience November 2011 - Present
Job Managing Director at First Republic Bank. Personalized banking, mortgage, and wealth management services
Industry Banking
Experience
First Republic Bank November 2011 - Present
Bank of America June 2009 - October 2011
NE Moves Mortgage May 1995 - June 2009
Education
Harvard University, John F. Kennedy School of Government 1985 — 1987
MPA, Community Development and Finance
Clark University
B.A.
First Republic Bank November 2011 - Present
Bank of America June 2009 - October 2011
NE Moves Mortgage May 1995 - June 2009
Education
Harvard University, John F. Kennedy School of Government 1985 — 1987
MPA, Community Development and Finance
Clark University
B.A.
Zachary Wesley's First Republic Bank Experience September 2015 - Present
Job Associate Relationship Manager
Industry Banking
Experience
First Republic Bank September 2015 - Present
First Republic Bank July 2013 - Present
Wells Fargo May 2010 - July 2013
Guitar Center April 2009 - August 2009
Skills
Sales, Customer Service, Banking, Business Strategy, Loans, Credit, Finance, Credit Analysis
Education
Golden West College 2009 — 2011
Business Management
First Republic Bank September 2015 - Present
First Republic Bank July 2013 - Present
Wells Fargo May 2010 - July 2013
Guitar Center April 2009 - August 2009
Skills
Sales, Customer Service, Banking, Business Strategy, Loans, Credit, Finance, Credit Analysis
Education
Golden West College 2009 — 2011
Business Management
Andrei Hlushko Andrei Hlushko's First Republic Bank Experience March 2005 - May 2006
Job Staff System Engineer at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce February 2015 - Present
Walmart.com July 2011 - Present
Walmart.com July 2010 - July 2011
Environmental Science Associates May 2006 - July 2010
First Republic Bank March 2005 - May 2006
Nanometrics May 2003 - March 2005
Skills
VMware, Active Directory, Cloud Computing, VMware ESX, Microsoft Exchange, Infrastructure, Microsoft SQL Server, Servers, Virtualization, Storage Area Networks, Enterprise Architecture, Databases, ETL, Data Center, Disaster Recovery, SAN, Windows Server, IT Strategy, Networking, Security, OpenStack, Ansible, Github, Chef, Integration, DNS, Management, SQL Server, Infoblox, ITIL v3 Foundations...
Education
Golden Gate University 2001 — 2003
MS CIS, Information Systems
Walmart eCommerce February 2015 - Present
Walmart.com July 2011 - Present
Walmart.com July 2010 - July 2011
Environmental Science Associates May 2006 - July 2010
First Republic Bank March 2005 - May 2006
Nanometrics May 2003 - March 2005
Skills
VMware, Active Directory, Cloud Computing, VMware ESX, Microsoft Exchange, Infrastructure, Microsoft SQL Server, Servers, Virtualization, Storage Area Networks, Enterprise Architecture, Databases, ETL, Data Center, Disaster Recovery, SAN, Windows Server, IT Strategy, Networking, Security, OpenStack, Ansible, Github, Chef, Integration, DNS, Management, SQL Server, Infoblox, ITIL v3 Foundations...
Education
Golden Gate University 2001 — 2003
MS CIS, Information Systems
Elizabeth Cook's First Republic Bank Experience August 2002 - April 2011
Job Senior Program Manager Creative & Marketing
Industry Internet
Experience
Common Sense Media January 2015 - Present
Miego Apps June 2014 - December 2014
Looxcie May 2013 - January 2014
Ustream, Inc November 2012 - March 2013
4sync June 2012 - October 2012
World travel 2011 - 2012
Peachy B Designs 2006 - 2012
First Republic Bank August 2002 - April 2011
Courtenay Design Group 1998 - 2000
Skills
Creative Direction, Project Management, Brand Positioning..., Brand Development, Digital Marketing, Marketing Communications, Marketing Strategy, Content Strategy, Email Marketing, Online Advertising, Process Improvement, Art Direction, Start-ups, Go-to-market Strategy, Digital Strategy, Photoshop, Illustrator, Account Management, Social Media Marketing, Public Relations, Media Relations, Press Releases, Copywriting, Leadership, Live Streaming, Landing Page..., SEO, Google Analytics, Salesforce.com, Product Development, Lead Generation, E-commerce, Facebook, Business Development, Entrepreneurship, Strategic Partnerships, Google Adwords, Web Development, Product Design, Corporate Communications, SaaS, Budgeting, Interactive Projects
Education
City College San Francisco
Computer Science
Diablo Valley College
Fine Art, Art History
Common Sense Media January 2015 - Present
Miego Apps June 2014 - December 2014
Looxcie May 2013 - January 2014
Ustream, Inc November 2012 - March 2013
4sync June 2012 - October 2012
World travel 2011 - 2012
Peachy B Designs 2006 - 2012
First Republic Bank August 2002 - April 2011
Courtenay Design Group 1998 - 2000
Skills
Creative Direction, Project Management, Brand Positioning..., Brand Development, Digital Marketing, Marketing Communications, Marketing Strategy, Content Strategy, Email Marketing, Online Advertising, Process Improvement, Art Direction, Start-ups, Go-to-market Strategy, Digital Strategy, Photoshop, Illustrator, Account Management, Social Media Marketing, Public Relations, Media Relations, Press Releases, Copywriting, Leadership, Live Streaming, Landing Page..., SEO, Google Analytics, Salesforce.com, Product Development, Lead Generation, E-commerce, Facebook, Business Development, Entrepreneurship, Strategic Partnerships, Google Adwords, Web Development, Product Design, Corporate Communications, SaaS, Budgeting, Interactive Projects
Education
City College San Francisco
Computer Science
Diablo Valley College
Fine Art, Art History
Dustin Shaw-Krivosh Dustin Shaw-Krivosh's First Republic Bank Experience September 2015 - Present
Job Lending Services
Industry Banking
Experience
First Republic Bank September 2015 - Present
Millennium Consulting Associates August 2009 - September 2015
Nordstrom November 2012 - March 2013
Walnut Creek Historical Society June 2012 - November 2012
Skills
Financial Analysis, Ratio Analysis, Proformas, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Public Speaking, Time Management, Research, Social Media, Teamwork, Photoshop, Leadership, Team Leadership, English, Event Planning
Education
San Diego State University-California State University 2013 — 2015
Bachelor’s Degree, Business Finance, Graduated
Diablo Valley College 2010 — 2013
Las Lomas High School 2006 — 2010
High School Diploma
First Republic Bank September 2015 - Present
Millennium Consulting Associates August 2009 - September 2015
Nordstrom November 2012 - March 2013
Walnut Creek Historical Society June 2012 - November 2012
Skills
Financial Analysis, Ratio Analysis, Proformas, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Public Speaking, Time Management, Research, Social Media, Teamwork, Photoshop, Leadership, Team Leadership, English, Event Planning
Education
San Diego State University-California State University 2013 — 2015
Bachelor’s Degree, Business Finance, Graduated
Diablo Valley College 2010 — 2013
Las Lomas High School 2006 — 2010
High School Diploma
Morgan Clark's First Republic Bank Experience September 2013 - Present
Job Application Engineer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
ActioNet Inc. (supporting the Cyber Security Office at the U.S. Dept. of Energy) January 2010 - September 2013
National Academy of Public Administration November 2006 - January 2010
Peter D. Hart Research Associates October 2005 - November 2006
Maui County Council Member Alan Arakawa May 2002 - August 2002
Skills
Research, Access, Microsoft SQL Server, Microsoft Office, Business Process..., Governance, Management, Microsoft Office..., Windows Server, SharePoint, Risk Management, Policy, Strategy, Vendor Management, Visio, Security, Network Security, Information Security..., System Administration, SDLC, Government, Data Analysis, Leadership, Archer eGRC Software, Microsoft Access, RSA Archer 5.x, SQL Server, Federal Financial..., Financial Management..., Requirements Analysis, Software Documentation, Project Planning, Integration, MS Project, Team Leadership, Budgets, Enterprise Architecture, PMP, Software Development, Databases, Project Management, Change Management, Business Analysis, SQL, IT Service Management, Process Improvement, Disaster Recovery, ITIL, JavaScript
Education
Duke University 2000 — 2004
Bachelor of Science, Economics, Public Policy
Seabury Hall 1993 — 2000
First Republic Bank September 2013 - Present
ActioNet Inc. (supporting the Cyber Security Office at the U.S. Dept. of Energy) January 2010 - September 2013
National Academy of Public Administration November 2006 - January 2010
Peter D. Hart Research Associates October 2005 - November 2006
Maui County Council Member Alan Arakawa May 2002 - August 2002
Skills
Research, Access, Microsoft SQL Server, Microsoft Office, Business Process..., Governance, Management, Microsoft Office..., Windows Server, SharePoint, Risk Management, Policy, Strategy, Vendor Management, Visio, Security, Network Security, Information Security..., System Administration, SDLC, Government, Data Analysis, Leadership, Archer eGRC Software, Microsoft Access, RSA Archer 5.x, SQL Server, Federal Financial..., Financial Management..., Requirements Analysis, Software Documentation, Project Planning, Integration, MS Project, Team Leadership, Budgets, Enterprise Architecture, PMP, Software Development, Databases, Project Management, Change Management, Business Analysis, SQL, IT Service Management, Process Improvement, Disaster Recovery, ITIL, JavaScript
Education
Duke University 2000 — 2004
Bachelor of Science, Economics, Public Policy
Seabury Hall 1993 — 2000
Nora O'Keeffe's First Republic Bank Experience October 2013 - Present
Job Online Banking Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
UBS Investment Bank September 2013 - October 2013
Hola Restaurant September 2008 - August 2010
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Time Management, Research, Event Planning
Education
Amiens School of Management 2012 — 2013
Eckerd College 2009 — 2013
Bachelor's degree, International Business
First Republic Bank October 2013 - Present
UBS Investment Bank September 2013 - October 2013
Hola Restaurant September 2008 - August 2010
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Time Management, Research, Event Planning
Education
Amiens School of Management 2012 — 2013
Eckerd College 2009 — 2013
Bachelor's degree, International Business
Amanda Laskin's First Republic Bank Experience May 2013 - February 2014
Job Trust Associate at First Republic Trust Company
Industry Banking
Experience
First Republic Trust Company February 2014 - Present
First Republic Bank May 2013 - February 2014
Gold's Gym July 2011 - April 2013
Louis Vuitton September 2011 - December 2011
kate spade August 2010 - April 2011
kate spade March 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Financial Analysis, Outlook, Banking, Retail, Sales
Education
Farmingdale State University of New York
Bachelor of Science (B.S.), Business Management
First Republic Trust Company February 2014 - Present
First Republic Bank May 2013 - February 2014
Gold's Gym July 2011 - April 2013
Louis Vuitton September 2011 - December 2011
kate spade August 2010 - April 2011
kate spade March 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Financial Analysis, Outlook, Banking, Retail, Sales
Education
Farmingdale State University of New York
Bachelor of Science (B.S.), Business Management
Julie Lazar Julie Lazar's First Republic Bank Experience February 1998 - November 2001
Job Account Manager at Innovative Lease Services, Inc. (ILS)
Industry Financial Services
Experience
Innovative Lease Services, Inc. (ILS) September 2015 - Present
US Bank January 2012 - July 2015
Citibank N.A. May 2001 - January 2012
First Republic Bank February 1998 - November 2001
Education
Eastern Michigan University
Innovative Lease Services, Inc. (ILS) September 2015 - Present
US Bank January 2012 - July 2015
Citibank N.A. May 2001 - January 2012
First Republic Bank February 1998 - November 2001
Education
Eastern Michigan University
Roxana L. Roxana L.'s First Republic Bank Experience June 2015 - Present
Job at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank April 2012 - June 2015
British Airways August 2011 - March 2012
University of California, Santa Cruz May 2009 - June 2011
Chase June 2005 - March 2010
Skills
Customer Service, Banking, Mandarin, Cantonese, Notary Public, Management, Software Documentation, Teamwork, Marketing, Finance, Accounts Payable, Financial Analysis, Time Management, Microsoft Office, Social Media
Education
University of California, Santa Cruz 2007 — 2011
BA, Global Economics
Doshisha University 2010 — 2010
Japanese Languages and Cultures
International Christian University 2010 — 2010
Japanese Languages and Cultures
First Republic Bank June 2015 - Present
First Republic Bank April 2012 - June 2015
British Airways August 2011 - March 2012
University of California, Santa Cruz May 2009 - June 2011
Chase June 2005 - March 2010
Skills
Customer Service, Banking, Mandarin, Cantonese, Notary Public, Management, Software Documentation, Teamwork, Marketing, Finance, Accounts Payable, Financial Analysis, Time Management, Microsoft Office, Social Media
Education
University of California, Santa Cruz 2007 — 2011
BA, Global Economics
Doshisha University 2010 — 2010
Japanese Languages and Cultures
International Christian University 2010 — 2010
Japanese Languages and Cultures
Robert Antone (Tony) Woodall's First Republic Bank Experience September 2015 - Present
Job Motivational Speaking So Your Group Can Get The Goals They Set | Rewire Your Subconscious Mind for Positive Success
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
Goal Getting Podcast February 2015 - Present
First Republic Bank February 2014 - September 2015
First Republic Bank November 2010 - February 2014
LiseTone Group, LLC July 2008 - October 2010
I-85 North Coffee News July 2008 - June 2010
ProLending October 2008 - December 2009
Homestar Financial Corporation March 2008 - October 2008
Opteum Mortgage April 2006 - February 2008
Opteum Financial Services, LLC June 2004 - April 2006
Skills
Leadership, Business Development, Social Media Blogging, Social Media Marketing, Networking, New Business Development, Marketing, Management, Public Speaking, Customer Service, Coaching, Mortgage Lending, Business Process..., Loan Origination, Loans, Mortgage Banking, Start-ups, Process Improvement, Team Building, Integration, OnBase, Strategy, Program Management, Project Management, Team Leadership, Strategic Planning, Sales, Training, SaaS, Real Estate, IT Strategy, Document Imaging, Sales Management, Cloud Computing, Credit, IT Management, Business Analysis, Budgets, Consulting, Workflow Software, Analysis, CRM, Business Networking, Customer Relations, Loan Origination Systems, Banking, Enterprise Software, Business Process, Software Project...
Education
UC Berkely - Extension 2013 — 2015
Professional Certificate in Marketing
Mortgage Bankers Association School of Mortgage Banking 2000 — 2005
AMP, Mortgage Banking
Georgia State University 1988 — 1989
Business Administration
Hypnosis Motivation Institute 1985 — 1986
Hypnotherapy, Hypnotherapy/Hypnosis
First Republic Bank September 2015 - Present
Goal Getting Podcast February 2015 - Present
First Republic Bank February 2014 - September 2015
First Republic Bank November 2010 - February 2014
LiseTone Group, LLC July 2008 - October 2010
I-85 North Coffee News July 2008 - June 2010
ProLending October 2008 - December 2009
Homestar Financial Corporation March 2008 - October 2008
Opteum Mortgage April 2006 - February 2008
Opteum Financial Services, LLC June 2004 - April 2006
Skills
Leadership, Business Development, Social Media Blogging, Social Media Marketing, Networking, New Business Development, Marketing, Management, Public Speaking, Customer Service, Coaching, Mortgage Lending, Business Process..., Loan Origination, Loans, Mortgage Banking, Start-ups, Process Improvement, Team Building, Integration, OnBase, Strategy, Program Management, Project Management, Team Leadership, Strategic Planning, Sales, Training, SaaS, Real Estate, IT Strategy, Document Imaging, Sales Management, Cloud Computing, Credit, IT Management, Business Analysis, Budgets, Consulting, Workflow Software, Analysis, CRM, Business Networking, Customer Relations, Loan Origination Systems, Banking, Enterprise Software, Business Process, Software Project...
Education
UC Berkely - Extension 2013 — 2015
Professional Certificate in Marketing
Mortgage Bankers Association School of Mortgage Banking 2000 — 2005
AMP, Mortgage Banking
Georgia State University 1988 — 1989
Business Administration
Hypnosis Motivation Institute 1985 — 1986
Hypnotherapy, Hypnotherapy/Hypnosis
Danielle Denigris's First Republic Bank Experience July 2015 - September 2015
Job Open to new career opportunities. Recruiters welcome
Industry Financial Services
Experience
S. I. Premiere Properties February 2014 - Present
First Republic Bank July 2015 - September 2015
Bank of America August 2013 - July 2015
Luxury Resorts December 2011 - June 2013
Waldorf Astoria New York July 2011 - October 2011
The Limited 2010 - 2011
Skills
Sales, Customer Service, Event Planning, Event Management, Time Management, Social Networking, Social Media Marketing, Front Office, Microsoft Office, Real Estate, Hospitality Industry, Training, Research, Public Speaking, Food & Beverage, Marketing Strategy, Team Building, Hotel Management, Guest Service Management, Retail Banking, NYS Notary Public, Building Relationships, Business Development, Personal Development, Management, Leadership, Banking, Social Media, Marketing, Microsoft Word, Hotels, Credit, Investments, Financial Analysis
Education
Evangel University 2006 — 2010
Bachelor's degree, Business, Management, Marketing, Biblical Studies, Biblical Languages
S. I. Premiere Properties February 2014 - Present
First Republic Bank July 2015 - September 2015
Bank of America August 2013 - July 2015
Luxury Resorts December 2011 - June 2013
Waldorf Astoria New York July 2011 - October 2011
The Limited 2010 - 2011
Skills
Sales, Customer Service, Event Planning, Event Management, Time Management, Social Networking, Social Media Marketing, Front Office, Microsoft Office, Real Estate, Hospitality Industry, Training, Research, Public Speaking, Food & Beverage, Marketing Strategy, Team Building, Hotel Management, Guest Service Management, Retail Banking, NYS Notary Public, Building Relationships, Business Development, Personal Development, Management, Leadership, Banking, Social Media, Marketing, Microsoft Word, Hotels, Credit, Investments, Financial Analysis
Education
Evangel University 2006 — 2010
Bachelor's degree, Business, Management, Marketing, Biblical Studies, Biblical Languages
Tara Simmons's First Republic Bank Experience July 2015 - Present
Job Business Banking Administrative Assistant
Industry Public Relations and Communications
Experience
First Republic Bank July 2015 - Present
Aveda January 2007 - June 2015
Marcato Capital Management April 2015 - May 2015
I:Collect, LLC November 2013 - January 2015
Cradle to Cradle Products Innovation Institute January 2013 - November 2013
Skills
Direct Sales, Corporate Communications, Project Management, Event Planning, Marketing Communications, Social Media Marketing, Visual Merchandising, Cross-functional..., Manufacturing..., Project Coordination, Retail Sales, Merchandising, Leadership, Marketing, Public Relations, Social Media, Customer Service, Media Relations, Public Speaking
Education
UC Santa Cruz 2009 — 2011
Bachelor of Arts (B.A.), Sociology
Diablo Valley College 2006 — 2009
Associate of Arts (A.A.)
First Republic Bank July 2015 - Present
Aveda January 2007 - June 2015
Marcato Capital Management April 2015 - May 2015
I:Collect, LLC November 2013 - January 2015
Cradle to Cradle Products Innovation Institute January 2013 - November 2013
Skills
Direct Sales, Corporate Communications, Project Management, Event Planning, Marketing Communications, Social Media Marketing, Visual Merchandising, Cross-functional..., Manufacturing..., Project Coordination, Retail Sales, Merchandising, Leadership, Marketing, Public Relations, Social Media, Customer Service, Media Relations, Public Speaking
Education
UC Santa Cruz 2009 — 2011
Bachelor of Arts (B.A.), Sociology
Diablo Valley College 2006 — 2009
Associate of Arts (A.A.)
Daniel Garzon Daniel Garzon's First Republic Bank Experience March 2015 - Present
Job FP&A Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
Charles Schwab December 2013 - March 2015
Path Crisis July 2011 - November 2013
State Farm Bank August 2010 - November 2013
BankAtlantic June 2008 - August 2010
Intel August 2004 - January 2009
Cambridge Mercantile Group June 2007 - November 2007
Bank of America June 2004 - July 2007
Skills
Budgeting, Financial Analysis, Financial Modeling, Treasury Management, Capital Markets, Loans, Cash Management, Valuation, Corporate Finance, Portfolio Management, Budgets, Bancware, Banking, Analysis, Finance, Derivatives, Strategic Planning, Investments, Business Planning, Forecasting, Credit, Strategy, Leadership, Financial Services, Financial Risk, Credit Risk, Risk Management, Internal Controls, Commercial Banking
Education
Nova Southeastern University
MBA, Finance
Florida International University - College of Business
BA, Finance
First Republic Bank March 2015 - Present
Charles Schwab December 2013 - March 2015
Path Crisis July 2011 - November 2013
State Farm Bank August 2010 - November 2013
BankAtlantic June 2008 - August 2010
Intel August 2004 - January 2009
Cambridge Mercantile Group June 2007 - November 2007
Bank of America June 2004 - July 2007
Skills
Budgeting, Financial Analysis, Financial Modeling, Treasury Management, Capital Markets, Loans, Cash Management, Valuation, Corporate Finance, Portfolio Management, Budgets, Bancware, Banking, Analysis, Finance, Derivatives, Strategic Planning, Investments, Business Planning, Forecasting, Credit, Strategy, Leadership, Financial Services, Financial Risk, Credit Risk, Risk Management, Internal Controls, Commercial Banking
Education
Nova Southeastern University
MBA, Finance
Florida International University - College of Business
BA, Finance
Chesley McLeary's First Republic Bank Experience April 2015 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank April 2015 - Present
Halstead Property Development Marketing July 2014 - April 2015
The Next Step Realty October 2011 - May 2014
Children's Miracle Network Hospitals September 2011 - February 2014
Actuarial Consulting Group June 2013 - July 2013
Altima International Group LLC May 2013 - June 2013
The Breakers May 2011 - January 2012
Skills
Event Planning, Event Management, Hospitality, Sales, Marketing, Marketing Communications, Social Media Marketing, Social Networking, Social Media, Non-profits, Teamwork, Customer Service, Public Relations, Public Speaking, Fundraising, Leadership, Organization &..., People-oriented, High Energy Level, Reliable, Manage Complex Projects, Microsoft Office, Microsoft Word, Microsoft Excel, Fun, PowerPoint, Entrepreneurship, Retail
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance/Marketing, Senior
First Republic Bank April 2015 - Present
Halstead Property Development Marketing July 2014 - April 2015
The Next Step Realty October 2011 - May 2014
Children's Miracle Network Hospitals September 2011 - February 2014
Actuarial Consulting Group June 2013 - July 2013
Altima International Group LLC May 2013 - June 2013
The Breakers May 2011 - January 2012
Skills
Event Planning, Event Management, Hospitality, Sales, Marketing, Marketing Communications, Social Media Marketing, Social Networking, Social Media, Non-profits, Teamwork, Customer Service, Public Relations, Public Speaking, Fundraising, Leadership, Organization &..., People-oriented, High Energy Level, Reliable, Manage Complex Projects, Microsoft Office, Microsoft Word, Microsoft Excel, Fun, PowerPoint, Entrepreneurship, Retail
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance/Marketing, Senior
Mark Inocentes Mark Inocentes's First Republic Bank Experience October 2015 - Present
Job Commercial Lending at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2015 - Present
MUFG Americas October 2014 - August 2015
Union Bank August 2011 - October 2014
Union Bank May 2007 - August 2011
National City Bank September 2005 - May 2007
Cascadia Community College June 2004 - April 2005
Skills
Banking, Retail Banking, Loans, Accounts Receivable, Credit, Credit Risk, Credit Cards, Credit Analysis, Cash Management, Financial Risk, Deposits, Commercial Banking, Treasury Management, Portfolio Management, Risk Management, Relationship Management, Management
Education
Los Angeles Pierce College 2006 — 2007
Computer Information Systems
Mt. San Antonio College 2005 — 2006
Computer Information Systems
Cascadia College 2004 — 2005
Computer Science
Digipen Institute of Technology 2004 — 2004
Programming Course, Computer Programming
First Republic Bank October 2015 - Present
MUFG Americas October 2014 - August 2015
Union Bank August 2011 - October 2014
Union Bank May 2007 - August 2011
National City Bank September 2005 - May 2007
Cascadia Community College June 2004 - April 2005
Skills
Banking, Retail Banking, Loans, Accounts Receivable, Credit, Credit Risk, Credit Cards, Credit Analysis, Cash Management, Financial Risk, Deposits, Commercial Banking, Treasury Management, Portfolio Management, Risk Management, Relationship Management, Management
Education
Los Angeles Pierce College 2006 — 2007
Computer Information Systems
Mt. San Antonio College 2005 — 2006
Computer Information Systems
Cascadia College 2004 — 2005
Computer Science
Digipen Institute of Technology 2004 — 2004
Programming Course, Computer Programming
Katherine August-deWilde Katherine August-deWilde's First Republic Bank Experience 1985 - Present
Job President and Board Member at First Republic Bank
Industry Financial Services
Experience
First Republic Bank 1985 - Present
PMI Mortgage Insurance Co. 1979 - 1985
Itel Corporation 1978 - 1979
McKinsey & Company 1975 - 1978
Skills
Finance, Governance, Strategic Planning, Compensation & Benefit, Sales, Marketing Strategy, M&A experience, Leadership, Business Strategy, Start-ups, Mergers & Acquisitions, Management, Mergers, Securities, Executive Management, Entrepreneurship, Venture Capital, Strategy, Portfolio Management, Private Equity
Education
Stanford University Graduate School of Business
MBA
Goucher College
AB, History
First Republic Bank 1985 - Present
PMI Mortgage Insurance Co. 1979 - 1985
Itel Corporation 1978 - 1979
McKinsey & Company 1975 - 1978
Skills
Finance, Governance, Strategic Planning, Compensation & Benefit, Sales, Marketing Strategy, M&A experience, Leadership, Business Strategy, Start-ups, Mergers & Acquisitions, Management, Mergers, Securities, Executive Management, Entrepreneurship, Venture Capital, Strategy, Portfolio Management, Private Equity
Education
Stanford University Graduate School of Business
MBA
Goucher College
AB, History
Nico Mosley Nico Mosley's First Republic Bank Experience July 2011 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2011 - Present
Wells Fargo Bank September 2010 - July 2011
Wells Fargo January 2009 - September 2010
Ruby's Diner, Inc. August 2008 - May 2009
Wells Fargo October 2008 - January 2009
Music Producer January 2008 - December 2008
Wells Fargo June 2008 - October 2008
Ruby's Diner, Inc. September 2008 - September 2008
Ruby's Diner, Inc. May 2008 - July 2008
Army and Navy Academy May 2007 - August 2007
Skills
Banking, Sales, Customer Service, Leadership, Retail Banking, Microsoft Office, Financial Services, Credit Cards, PowerPoint, Commercial Banking, Loans, Cross Selling, Risk Management, Management
Education
Foothill College 2014 — 2015
Music Technology
Palomar College 2008 — 2010
Communication and Media Studies
MiraCosta College
Music Theory and Composition
First Republic Bank July 2011 - Present
Wells Fargo Bank September 2010 - July 2011
Wells Fargo January 2009 - September 2010
Ruby's Diner, Inc. August 2008 - May 2009
Wells Fargo October 2008 - January 2009
Music Producer January 2008 - December 2008
Wells Fargo June 2008 - October 2008
Ruby's Diner, Inc. September 2008 - September 2008
Ruby's Diner, Inc. May 2008 - July 2008
Army and Navy Academy May 2007 - August 2007
Skills
Banking, Sales, Customer Service, Leadership, Retail Banking, Microsoft Office, Financial Services, Credit Cards, PowerPoint, Commercial Banking, Loans, Cross Selling, Risk Management, Management
Education
Foothill College 2014 — 2015
Music Technology
Palomar College 2008 — 2010
Communication and Media Studies
MiraCosta College
Music Theory and Composition
Todd Rassiger Todd Rassiger's First Republic Bank Experience March 2011 - Present
Job Lead FRB's East Coast Business Banking focused on PE & Venture, Entrepreneurs, Nonprofits and Professional Service Firms
Industry Banking
Experience
First Republic Bank March 2011 - Present
Boston Private Bank & Trust Company October 2003 - March 2011
MassDevelopment October 1998 - October 2003
Federal Reserve Bank of New York 1995 - 1996
Skills
Credit, Investments, Financial Analysis, Banking, Private Equity, Wealth Management, Strategy, Loans, Cash Management, Investment Banking, Financial Services, Finance, Venture Capital, Underwriting, Mortgage Lending, Private Banking, Investment Management, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Capital Markets, Business Strategy, Financial Modeling, Asset Management, Equities, Entrepreneurship, Alternative Investments, Credit Risk, Commercial Mortgages, High Net Worth..., Middle Market, Management
Education
Stanford University Graduate School of Business 2014 — 2014
Executive Education Program, Business Administration and Management, General
Harvard University Kennedy School of Government 1996 — 1998
MPP, Public Policy Analysis
Fordham University 1991 — 1995
BA, Political Science and Government
Chaminade High School 1987 — 1991
First Republic Bank March 2011 - Present
Boston Private Bank & Trust Company October 2003 - March 2011
MassDevelopment October 1998 - October 2003
Federal Reserve Bank of New York 1995 - 1996
Skills
Credit, Investments, Financial Analysis, Banking, Private Equity, Wealth Management, Strategy, Loans, Cash Management, Investment Banking, Financial Services, Finance, Venture Capital, Underwriting, Mortgage Lending, Private Banking, Investment Management, Portfolio Management, Commercial Lending, Credit Analysis, Commercial Banking, Capital Markets, Business Strategy, Financial Modeling, Asset Management, Equities, Entrepreneurship, Alternative Investments, Credit Risk, Commercial Mortgages, High Net Worth..., Middle Market, Management
Education
Stanford University Graduate School of Business 2014 — 2014
Executive Education Program, Business Administration and Management, General
Harvard University Kennedy School of Government 1996 — 1998
MPP, Public Policy Analysis
Fordham University 1991 — 1995
BA, Political Science and Government
Chaminade High School 1987 — 1991
Anthony Stanziano's First Republic Bank Experience May 2015 - Present
Job Associate Relationship Manager at First Republic Bank
Industry Investment Management
Experience
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
Neal Walters Neal Walters's First Republic Bank Experience February 2010 - April 2011
Job Owner at IrvingSEOExpert.com
Industry Information Technology and Services
Experience
IrvingSEOExpert.com January 2015 - Present
Teleplan International December 2014 - Present
Amerisoft Inc. January 1989 - Present
QT Technologies April 2012 - September 2014
Traffic Geyers/Instant Customer 2014 - 2014
American Student Assistance August 2011 - April 2012
American Student Assistance August 2011 - March 2012
Lightyear Consulting Ldt April 2011 - June 2011
First Republic Bank February 2010 - April 2011
Texas Farm Bureau Insurance Companies October 2009 - February 2010
Skills
SEO, BizTalk, Search Engine Ranking, .NET, Web Services, C#, Software Development, Enterprise Architecture, XML, IIS, SQL, Software Design, SharePoint, Microsoft SQL Server, Integration, SDLC, SOA, Scrum, Agile Methodologies, Databases, Business Intelligence, ASP.NET, T-SQL, SSIS, Architecture, Microsoft Technologies, WCF, Testing, TFS, Cloud Computing, ESB, Software Documentation, Architectures, E-commerce SEO
Education
University of Tulsa College of Law 1982 — 1986
JD
Hebrew College 2009 — 2013
MAJS
Texas Tech University - Rawls College of Business 1980 — 1981
MSBA
Hardin-Simmons University 1978 — 1980
BBA
Seminole High School 1975 — 1978
High School
IrvingSEOExpert.com January 2015 - Present
Teleplan International December 2014 - Present
Amerisoft Inc. January 1989 - Present
QT Technologies April 2012 - September 2014
Traffic Geyers/Instant Customer 2014 - 2014
American Student Assistance August 2011 - April 2012
American Student Assistance August 2011 - March 2012
Lightyear Consulting Ldt April 2011 - June 2011
First Republic Bank February 2010 - April 2011
Texas Farm Bureau Insurance Companies October 2009 - February 2010
Skills
SEO, BizTalk, Search Engine Ranking, .NET, Web Services, C#, Software Development, Enterprise Architecture, XML, IIS, SQL, Software Design, SharePoint, Microsoft SQL Server, Integration, SDLC, SOA, Scrum, Agile Methodologies, Databases, Business Intelligence, ASP.NET, T-SQL, SSIS, Architecture, Microsoft Technologies, WCF, Testing, TFS, Cloud Computing, ESB, Software Documentation, Architectures, E-commerce SEO
Education
University of Tulsa College of Law 1982 — 1986
JD
Hebrew College 2009 — 2013
MAJS
Texas Tech University - Rawls College of Business 1980 — 1981
MSBA
Hardin-Simmons University 1978 — 1980
BBA
Seminole High School 1975 — 1978
High School
Anne Kelny Denebeim's First Republic Bank Experience May 2001 - Present
Job Relationship Manager and Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2001 - Present
San Francisco Symphony 1992 - 2000
The Pacific Bank June 1986 - April 1993
The Pacific Bank 1986 - 1993
First National Bank of Omaha March 1984 - November 1984
Manufacturers Hanover Trust July 1981 - January 1984
Crocker National Bank September 1978 - July 1981
The Chartered Bank of London September 1976 - July 1978
Education
Golden Gate University 1979 — 1981
Masters of Business Administration, Finance and Accounting
University of California, Berkeley 1973 — 1976
A.B., Exercise Physiology
First Republic Bank May 2001 - Present
San Francisco Symphony 1992 - 2000
The Pacific Bank June 1986 - April 1993
The Pacific Bank 1986 - 1993
First National Bank of Omaha March 1984 - November 1984
Manufacturers Hanover Trust July 1981 - January 1984
Crocker National Bank September 1978 - July 1981
The Chartered Bank of London September 1976 - July 1978
Education
Golden Gate University 1979 — 1981
Masters of Business Administration, Finance and Accounting
University of California, Berkeley 1973 — 1976
A.B., Exercise Physiology
Sheila Wakida's First Republic Bank Experience March 2008 - August 2010
Job Senior Product LIne Manager Autodesk 360 Cloud Platform Web Services
Industry Computer Software
Experience
Autodesk August 2010 - Present
Autodesk October 2013 - December 2014
First Republic Bank March 2008 - August 2010
Organic March 1998 - December 2001
Organic March 1998 - December 2001
Robertson Stephens Investment Management June 1997 - March 1998
Robertson Stephens Investment Management June 1997 - March 1998
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Skills
•Product management..., •Knowledge of and..., •Practiced..., •Demonstrated success..., •Demonstrated success..., •Exceptional..., •Experience with..., •Excellent..., •Advanced spreadsheet..., •Analytical skills and..., •Self-starter and..., •Thrive in working in...
Education
University of California, Berkeley
Bachelor of Arts
Dominican University of California
Master of Business Administration (M.B.A.), Sustainable Enterprise
Autodesk August 2010 - Present
Autodesk October 2013 - December 2014
First Republic Bank March 2008 - August 2010
Organic March 1998 - December 2001
Organic March 1998 - December 2001
Robertson Stephens Investment Management June 1997 - March 1998
Robertson Stephens Investment Management June 1997 - March 1998
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Skills
•Product management..., •Knowledge of and..., •Practiced..., •Demonstrated success..., •Demonstrated success..., •Exceptional..., •Experience with..., •Excellent..., •Advanced spreadsheet..., •Analytical skills and..., •Self-starter and..., •Thrive in working in...
Education
University of California, Berkeley
Bachelor of Arts
Dominican University of California
Master of Business Administration (M.B.A.), Sustainable Enterprise
Thomas Dubois, PMP, CSPO Thomas Dubois, PMP, CSPO's First Republic Bank Experience June 2012 - May 2014
Job Employee/owner at Point B
Industry Management Consulting
Experience
Point B May 2014 - Present
First Republic Bank June 2012 - May 2014
First Republic Bank June 2010 - June 2012
CSC December 2007 - November 2009
Renault June 2005 - December 2007
Banque Populaire October 2003 - October 2004
Skills
Payments, Cash Management, Business Process..., ATM, System Migration, Banking, Business Analysis, Business Process, SDLC, Process Improvement, Software Implementation, MS Project, Management Consulting, Retail Banking, Process Engineering
Education
2002 — 2004
Master in Management, Conseil en Organisation et Management, Finance
Point B May 2014 - Present
First Republic Bank June 2012 - May 2014
First Republic Bank June 2010 - June 2012
CSC December 2007 - November 2009
Renault June 2005 - December 2007
Banque Populaire October 2003 - October 2004
Skills
Payments, Cash Management, Business Process..., ATM, System Migration, Banking, Business Analysis, Business Process, SDLC, Process Improvement, Software Implementation, MS Project, Management Consulting, Retail Banking, Process Engineering
Education
2002 — 2004
Master in Management, Conseil en Organisation et Management, Finance
Andrew Wiles's First Republic Bank Experience February 2015 - Present
Job Account Executive at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank January 2013 - February 2015
Investors Capital February 2011 - December 2012
Skills
Series 6, 63 & 7, Asset Allocation, Asset Management, Business Strategy, Equities, Financial Analysis, Insurance, Portfolio Management, Series 7
Education
Endicott College 2001 — 2005
Endicott College 2001 — 2005
First Republic Bank February 2015 - Present
First Republic Bank January 2013 - February 2015
Investors Capital February 2011 - December 2012
Skills
Series 6, 63 & 7, Asset Allocation, Asset Management, Business Strategy, Equities, Financial Analysis, Insurance, Portfolio Management, Series 7
Education
Endicott College 2001 — 2005
Endicott College 2001 — 2005
Ripsime Ter-Galstyan Ripsime Ter-Galstyan's First Republic Bank Experience September 2014 - Present
Job Customer Care at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank September 2014 - Present
gDecide April 2014 - September 2014
UC San Diego Sustainability Resource Center January 2011 - April 2011
Tenrox June 2007 - September 2009
Skills
Organized..., Assisted with..., Managed the..., Helped plan for,..., Great communication and..., Self-starter with a..., Highly organized with a..., Proficiency in..., Bilingual: English and..., Marketing, Time Management, Public Relations, Public Speaking, Customer Service, Social Media Marketing, Marketing Communications, Business Development, Leadership, Blogging, Trade Shows, Social Media, Social Networking, Event Planning, Facebook, Fundraising, Event Management, Email Marketing
Education
University of California, San Diego 2010 — 2012
Bachelor's Degree, Communication
Glendale Community College 2007 — 2010
Associate Degree, General Education
PennFoster
License, Wedding Planner
First Republic Bank September 2014 - Present
gDecide April 2014 - September 2014
UC San Diego Sustainability Resource Center January 2011 - April 2011
Tenrox June 2007 - September 2009
Skills
Organized..., Assisted with..., Managed the..., Helped plan for,..., Great communication and..., Self-starter with a..., Highly organized with a..., Proficiency in..., Bilingual: English and..., Marketing, Time Management, Public Relations, Public Speaking, Customer Service, Social Media Marketing, Marketing Communications, Business Development, Leadership, Blogging, Trade Shows, Social Media, Social Networking, Event Planning, Facebook, Fundraising, Event Management, Email Marketing
Education
University of California, San Diego 2010 — 2012
Bachelor's Degree, Communication
Glendale Community College 2007 — 2010
Associate Degree, General Education
PennFoster
License, Wedding Planner
Jonathan Sauer's First Republic Bank Experience June 2012 - Present
Job Senior Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2012 - Present
First Republic Bank October 2010 - June 2012
Morrow & Co August 2008 - October 2010
First Republic Bank 2006 - 2008
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Chaminade High School
First Republic Bank June 2012 - Present
First Republic Bank October 2010 - June 2012
Morrow & Co August 2008 - October 2010
First Republic Bank 2006 - 2008
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Chaminade High School
DeWitt Hutchins DeWitt Hutchins's First Republic Bank Experience February 2015 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - Present
TD Bank Group January 2011 - December 2011
Citizens Bank April 2009 - January 2011
Skills
Customer Service, Banking, Underwriting, Coaching, Loans, Portfolio Management, Small Business Lending, Investments, Insurance, Sales, Marketing, Business Development, Sales Management, Finance, Financial Analysis, Mutual Funds, Risk Management, Commercial Banking, Credit, Microsoft Excel, PowerPoint, Outlook, Financial Risk, Private Banking, Relationship Management, Securities, Mortgage Lending
Education
Hartwick College 2004 — 2008
Bachelors Degree, Business Administration
Ipswich High School 2000 — 2004
High School
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - Present
TD Bank Group January 2011 - December 2011
Citizens Bank April 2009 - January 2011
Skills
Customer Service, Banking, Underwriting, Coaching, Loans, Portfolio Management, Small Business Lending, Investments, Insurance, Sales, Marketing, Business Development, Sales Management, Finance, Financial Analysis, Mutual Funds, Risk Management, Commercial Banking, Credit, Microsoft Excel, PowerPoint, Outlook, Financial Risk, Private Banking, Relationship Management, Securities, Mortgage Lending
Education
Hartwick College 2004 — 2008
Bachelors Degree, Business Administration
Ipswich High School 2000 — 2004
High School
Lauren Ehrhardt Lauren Ehrhardt's First Republic Bank Experience March 2014 - Present
Job Senior Associate at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Bank March 2014 - Present
First Republic Bank October 2012 - March 2014
Skills
Series 7, Series 66, Notary Public
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (BA), History
Kellenberg Memorial High School 2004 — 2008
First Republic Bank March 2014 - Present
First Republic Bank October 2012 - March 2014
Skills
Series 7, Series 66, Notary Public
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (BA), History
Kellenberg Memorial High School 2004 — 2008
Janice Harris's First Republic Bank Experience October 2002 - December 2009
Job Credit Analyst, AVP, First Northern Bank
Industry Financial Services
Experience
First Northern Bank August 2015 - Present
Mechanics Bank June 2013 - August 2015
Bank of the West January 2013 - May 2013
JP Morgan Chase April 2010 - January 2013
First Republic Bank October 2002 - December 2009
Bank of Walnut Creek October 2002 - October 2006
First Commercial Finance January 2001 - September 2002
Working Capital Company 1997 - 1999
Skills
Notary Public, Consumer Lending, Financial Analysis, Mortgage Banking, Commercial Mortgages, Accounts Receivable, Real Estate Lending, Credit Analysis, Loans Administration, Loss Mitigation, Underwriting, Real Estate Economics, Construction Loans, Loan Servicing, Loan Modifications, Residential Mortgages, Analysis, Mortgage Servicing, Credit, Investments, Financial Services, Loans, Mortgage Lending, Banking
Education
UCSB 1988 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Diablo Valley College 2003 — 2004
Accounting
Ygnacio Valley High School 1985 — 1988
Diploma
St. Francis of Assisi 1977 — 1984
First Northern Bank August 2015 - Present
Mechanics Bank June 2013 - August 2015
Bank of the West January 2013 - May 2013
JP Morgan Chase April 2010 - January 2013
First Republic Bank October 2002 - December 2009
Bank of Walnut Creek October 2002 - October 2006
First Commercial Finance January 2001 - September 2002
Working Capital Company 1997 - 1999
Skills
Notary Public, Consumer Lending, Financial Analysis, Mortgage Banking, Commercial Mortgages, Accounts Receivable, Real Estate Lending, Credit Analysis, Loans Administration, Loss Mitigation, Underwriting, Real Estate Economics, Construction Loans, Loan Servicing, Loan Modifications, Residential Mortgages, Analysis, Mortgage Servicing, Credit, Investments, Financial Services, Loans, Mortgage Lending, Banking
Education
UCSB 1988 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Diablo Valley College 2003 — 2004
Accounting
Ygnacio Valley High School 1985 — 1988
Diploma
St. Francis of Assisi 1977 — 1984
Maureen Wangari Maureen Wangari's First Republic Bank Experience May 2008 - June 2009
Job Graduate Student of Architecture and Civil Engineering
Industry Civil Engineering
Experience
City of Philadelphia July 2014 - Present
CSL Services, Inc. April 2013 - August 2013
Citizens Bank October 2009 - May 2011
First Republic Bank May 2008 - June 2009
Pathmark Stores, Inc. August 2002 - December 2007
Claire Estates May 2002 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, AutoCAD, Windows, Outlook, Civil Engineering, Research, Photoshop, Customer Service, Budgets, Construction, Construction Management
Education
Drexel University 2014 — 2014
Bachelor's Degree, Architecture and Civil Engineering
Burlington County College
Associate's degree, Engineering Technology, General
City of Philadelphia July 2014 - Present
CSL Services, Inc. April 2013 - August 2013
Citizens Bank October 2009 - May 2011
First Republic Bank May 2008 - June 2009
Pathmark Stores, Inc. August 2002 - December 2007
Claire Estates May 2002 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, AutoCAD, Windows, Outlook, Civil Engineering, Research, Photoshop, Customer Service, Budgets, Construction, Construction Management
Education
Drexel University 2014 — 2014
Bachelor's Degree, Architecture and Civil Engineering
Burlington County College
Associate's degree, Engineering Technology, General
Matthew Gatton Matthew Gatton's First Republic Bank Experience April 2008 - August 2009
Job
Industry Information Technology and Services
Experience
Elcom November 2013 - Present
UBS November 2009 - October 2013
NCPHS September 2009 - October 2009
First Republic Bank April 2008 - August 2009
First Republic Bank August 2007 - March 2008
Robert Half Technology February 2007 - July 2007
Jamba Juice August 2006 - January 2007
DPI June 2004 - July 2006
CompUSA November 2000 - October 2003
Skills
Computer Hardware, Troubleshooting, Windows 7, Outlook, Microsoft Office, Disaster Recovery, IT Management, Hardware, Networking, VPN, Telecommunications, Avaya IP Telephony, Nortel Meridian, IP PBX, Software Installation, Help Desk Support, Project Management, Technical Support
Education
Heald College 2002 — 2002
Associate in Applied Science Degree, Network Technology
Heald College 2000 — 2002
Associate in Applied Science Degree, Computer Technology
Elcom November 2013 - Present
UBS November 2009 - October 2013
NCPHS September 2009 - October 2009
First Republic Bank April 2008 - August 2009
First Republic Bank August 2007 - March 2008
Robert Half Technology February 2007 - July 2007
Jamba Juice August 2006 - January 2007
DPI June 2004 - July 2006
CompUSA November 2000 - October 2003
Skills
Computer Hardware, Troubleshooting, Windows 7, Outlook, Microsoft Office, Disaster Recovery, IT Management, Hardware, Networking, VPN, Telecommunications, Avaya IP Telephony, Nortel Meridian, IP PBX, Software Installation, Help Desk Support, Project Management, Technical Support
Education
Heald College 2002 — 2002
Associate in Applied Science Degree, Network Technology
Heald College 2000 — 2002
Associate in Applied Science Degree, Computer Technology
J. Michael Samuel, CISA, CFSA, CRISC J. Michael Samuel, CISA, CFSA, CRISC's First Republic Bank Experience November 2014 - Present
Job Internal Audit Professional Practices, Manager & VP
Industry Banking
Experience
First Republic Bank November 2014 - Present
Union Bank May 2012 - May 2014
Wells Fargo Bank May 2005 - May 2012
Federal Reserve Bank of San Francisco 2002 - 2004
Federal Reserve Bank of San Francisco January 1988 - December 2002
Federal Reserve Bank of San Francisco December 1982 - December 1988
National Bank of California January 1976 - December 1982
Skills
IT Audit, Risk Management, CISA, Auditing, Risk Assessment, SDLC, Project Management, Quality Assurance, CRISC, Change Management, Data Center, Banking, Mergers & Acquisitions, Enterprise Risk..., Operational Risk..., Strategy, Business Development, Leadership, Financial Risk, Management, Sarbanes-Oxley, Information Security, Strategic Planning, Internal Controls, Operational Risk, Process Improvement, COSO, COBIT, Internal Audit
Education
Golden Gate University 1992 — 1998
B.S., Telecommunications Management
Information Systems Audit & Control Association (ISACA)
CISA- Certified Information Systems Auditor
Information Systems Audit & Control Association (ISACA)
CRISC- Certified Risk and Information Systems Control
Institute of Internal Auditors
Certified Internal Quality Assessment Validator
Institute of Internal Auditors
CFSA- Certified Financial Services Auditor
First Republic Bank November 2014 - Present
Union Bank May 2012 - May 2014
Wells Fargo Bank May 2005 - May 2012
Federal Reserve Bank of San Francisco 2002 - 2004
Federal Reserve Bank of San Francisco January 1988 - December 2002
Federal Reserve Bank of San Francisco December 1982 - December 1988
National Bank of California January 1976 - December 1982
Skills
IT Audit, Risk Management, CISA, Auditing, Risk Assessment, SDLC, Project Management, Quality Assurance, CRISC, Change Management, Data Center, Banking, Mergers & Acquisitions, Enterprise Risk..., Operational Risk..., Strategy, Business Development, Leadership, Financial Risk, Management, Sarbanes-Oxley, Information Security, Strategic Planning, Internal Controls, Operational Risk, Process Improvement, COSO, COBIT, Internal Audit
Education
Golden Gate University 1992 — 1998
B.S., Telecommunications Management
Information Systems Audit & Control Association (ISACA)
CISA- Certified Information Systems Auditor
Information Systems Audit & Control Association (ISACA)
CRISC- Certified Risk and Information Systems Control
Institute of Internal Auditors
Certified Internal Quality Assessment Validator
Institute of Internal Auditors
CFSA- Certified Financial Services Auditor
Dirk ten Grotenhuis Dirk ten Grotenhuis's First Republic Bank Experience July 2011 - Present
Job Managing Director Business Banking, First Republic Bank
Industry Banking
Experience
First Republic Bank July 2011 - Present
Stone & Youngberg July 1994 - July 2011
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Non-Profit Finance
Georgetown University 1984 — 1988
BSBA, Finance
Loyola High School - Los Angeles 1980 — 1984
First Republic Bank July 2011 - Present
Stone & Youngberg July 1994 - July 2011
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Non-Profit Finance
Georgetown University 1984 — 1988
BSBA, Finance
Loyola High School - Los Angeles 1980 — 1984
Erin Morley Erin Morley's First Republic Bank Experience March 2012 - October 2014
Job Community Manager at Next Play Capital
Industry Venture Capital & Private Equity
Experience
Next Play Capital March 2015 - Present
Shutterstock October 2014 - March 2015
First Republic Bank March 2012 - October 2014
Codexis January 2009 - March 2012
Codexis January 2006 - January 2009
Milagros Restaurant May 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Photoshop, Illustrator, PowerPoint, Administrative..., Event Management, Administrative..., Budgets, Start-ups, Management, Customer Service, Event Planning
Education
Notre Dame de Namur University 2013 — 2016
Marketing
Fashion Institute of Design & Merchandising
Graphic Design
Next Play Capital March 2015 - Present
Shutterstock October 2014 - March 2015
First Republic Bank March 2012 - October 2014
Codexis January 2009 - March 2012
Codexis January 2006 - January 2009
Milagros Restaurant May 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Photoshop, Illustrator, PowerPoint, Administrative..., Event Management, Administrative..., Budgets, Start-ups, Management, Customer Service, Event Planning
Education
Notre Dame de Namur University 2013 — 2016
Marketing
Fashion Institute of Design & Merchandising
Graphic Design
Justin Gibson's First Republic Bank Experience September 2012 - Present
Job
Industry Banking
Experience
First Republic Bank September 2012 - Present
San Francisco Institute of Internal Audit June 2013 - Present
Big Brothers Big Sisters of the Bay Area June 2012 - Present
McKesson September 2011 - August 2012
McKesson July 2009 - September 2011
McKesson January 2007 - July 2009
Greater Bay Bancorp 2006 - 2006
KPMG LLP 2001 - 2005
PricewaterhouseCoopers 1996 - 2001
Coopers & Lybrand 1996 - 1996
Education
Harvard Business School
General Management Program (GMP)
University of California, Los Angeles
BA, Economics, Minor in Accounting, Specialization in Computing
University of Cambridge
Summer abroad program - studied economics and social science from a global perspective
First Republic Bank September 2012 - Present
San Francisco Institute of Internal Audit June 2013 - Present
Big Brothers Big Sisters of the Bay Area June 2012 - Present
McKesson September 2011 - August 2012
McKesson July 2009 - September 2011
McKesson January 2007 - July 2009
Greater Bay Bancorp 2006 - 2006
KPMG LLP 2001 - 2005
PricewaterhouseCoopers 1996 - 2001
Coopers & Lybrand 1996 - 1996
Education
Harvard Business School
General Management Program (GMP)
University of California, Los Angeles
BA, Economics, Minor in Accounting, Specialization in Computing
University of Cambridge
Summer abroad program - studied economics and social science from a global perspective
Colleen Freeman's First Republic Bank Experience May 2013 - April 2014
Job Senior IT Project Manager at Kaiser Permanente (Rose International)
Industry Information Technology and Services
Experience
Kaiser Permanente (Rose International) April 2014 - Present
Future Tek Consulting, Inc. August 2001 - Present
First Republic Bank May 2013 - April 2014
Kaiser Permanente (Enclipse) May 2011 - May 2013
Wells Fargo Bank December 2009 - May 2011
First Republic Bank August 1998 - April 2009
iEnvision Technology 2000 - 2001
Lynch Marks & Associates 1998 - 2000
Whalen & Company 1995 - 1998
Coastcom 1992 - 1995
Skills
Vendor Management, Business Analysis, Disaster Recovery, Program Management, Project Management, Process Improvement, Integration, Information Security, Active Directory, IT Management, Information Technology, Consulting, System Deployment, Virtualization, Enterprise Architecture, Citrix, Troubleshooting, Business Intelligence, Windows Server, Management, VMware, Software Documentation, Security, Business Continuity, IT Strategy, SDLC, Data Center, Networking, Leadership, SharePoint, Project Planning, ITIL, Servers, Microsoft Exchange, Visio, Cloud Computing, System Administration, IT Service Management, CRM, IT Operations, Databases, Training, Team Management, Business Development, Business Process, Requirements Analysis, Infrastructure, PMP, SaaS, Project Portfolio...
Education
Golden Gate University 1988 — 1993
BS, Management
Central City Business Institute 1981 — 1983
AA, Executive Secretarial
Mohawk Central School 1977 — 1981
Kaiser Permanente (Rose International) April 2014 - Present
Future Tek Consulting, Inc. August 2001 - Present
First Republic Bank May 2013 - April 2014
Kaiser Permanente (Enclipse) May 2011 - May 2013
Wells Fargo Bank December 2009 - May 2011
First Republic Bank August 1998 - April 2009
iEnvision Technology 2000 - 2001
Lynch Marks & Associates 1998 - 2000
Whalen & Company 1995 - 1998
Coastcom 1992 - 1995
Skills
Vendor Management, Business Analysis, Disaster Recovery, Program Management, Project Management, Process Improvement, Integration, Information Security, Active Directory, IT Management, Information Technology, Consulting, System Deployment, Virtualization, Enterprise Architecture, Citrix, Troubleshooting, Business Intelligence, Windows Server, Management, VMware, Software Documentation, Security, Business Continuity, IT Strategy, SDLC, Data Center, Networking, Leadership, SharePoint, Project Planning, ITIL, Servers, Microsoft Exchange, Visio, Cloud Computing, System Administration, IT Service Management, CRM, IT Operations, Databases, Training, Team Management, Business Development, Business Process, Requirements Analysis, Infrastructure, PMP, SaaS, Project Portfolio...
Education
Golden Gate University 1988 — 1993
BS, Management
Central City Business Institute 1981 — 1983
AA, Executive Secretarial
Mohawk Central School 1977 — 1981
Aubrey Bautista's First Republic Bank Experience January 2011 - Present
Job IS Network Engineer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank January 2011 - Present
SBC 2000 - 2000
Skills
Data Center, VMware, Information Technology, System Deployment, System Administration, Visio, Disaster Recovery, Virtualization, SAN, Windows Server, Citrix, Troubleshooting, Performance Analysis, Windows Services, Software Documentation, Software Deployment, Requirements Analysis, Technical Support, Technical Training, Technical Documentation, Vendor Management, Enterprise Architecture, Microsoft Office, Backup & Restore, SharePoint, Server Administration, Business Analysis, IT Management, Information Security, Integration, Project Management, Active Directory
Education
Heald College 1998 — 2000
First Republic Bank January 2011 - Present
SBC 2000 - 2000
Skills
Data Center, VMware, Information Technology, System Deployment, System Administration, Visio, Disaster Recovery, Virtualization, SAN, Windows Server, Citrix, Troubleshooting, Performance Analysis, Windows Services, Software Documentation, Software Deployment, Requirements Analysis, Technical Support, Technical Training, Technical Documentation, Vendor Management, Enterprise Architecture, Microsoft Office, Backup & Restore, SharePoint, Server Administration, Business Analysis, IT Management, Information Security, Integration, Project Management, Active Directory
Education
Heald College 1998 — 2000
Tim Otts's First Republic Bank Experience March 2015 - Present
Job Application Engineer at First Republic Bank
Industry Computer Software
Experience
First Republic Bank March 2015 - Present
Bank of America May 2014 - February 2015
Skills
Unix, Testing, System Deployment, Requirements Analysis, Systems Analysis, Enterprise Architecture, Process Engineering, Project Engineering, SQL, Systems Engineering, MS Project, Troubleshooting, Automation, Quality Assurance, Integration, Visio, Software Project..., ITIL, Requirements Gathering, Problem Management, Change Management, Change Control, Enterprise Risk..., IT Operations, IT Management, IT Service Management, Telephone Triage, Mainframe, IBM Servers, Linux, Toad, JavaScript, Remote Deposit Capture, Remote Data Capture, Server Architecture, AIX
Education
Florida State University 1988 — 1990
Foothill College
First Republic Bank March 2015 - Present
Bank of America May 2014 - February 2015
Skills
Unix, Testing, System Deployment, Requirements Analysis, Systems Analysis, Enterprise Architecture, Process Engineering, Project Engineering, SQL, Systems Engineering, MS Project, Troubleshooting, Automation, Quality Assurance, Integration, Visio, Software Project..., ITIL, Requirements Gathering, Problem Management, Change Management, Change Control, Enterprise Risk..., IT Operations, IT Management, IT Service Management, Telephone Triage, Mainframe, IBM Servers, Linux, Toad, JavaScript, Remote Deposit Capture, Remote Data Capture, Server Architecture, AIX
Education
Florida State University 1988 — 1990
Foothill College
David Tateosian's First Republic Bank Experience May 2003 - Present
Job President, First Republic Securities Company at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2003 - Present
Preferred Trade 1997 - 2003
Fidelity Investments 1992 - 1997
Fidelity Investments 1986 - 1992
Skills
Investments, Asset Managment, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Private Banking, Series 7, Strategic Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Banking, Ethics, Capital Markets, Investment Management, Asset Management
Education
Harvard Business School
General Management Program
University of Vermont
Bachelor of Science (B.S.), Business Administration and Management, General
First Republic Bank May 2003 - Present
Preferred Trade 1997 - 2003
Fidelity Investments 1992 - 1997
Fidelity Investments 1986 - 1992
Skills
Investments, Asset Managment, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Private Banking, Series 7, Strategic Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Banking, Ethics, Capital Markets, Investment Management, Asset Management
Education
Harvard Business School
General Management Program
University of Vermont
Bachelor of Science (B.S.), Business Administration and Management, General
Zhouhong Heacock's First Republic Bank Experience 2014 - Present
Job Quality Control & Testing Director, BSA/AML/ Fraud Group at First Republic Bank
Industry Banking
Experience
First Republic Bank 2014 - Present
Wells Fargo July 2000 - October 2014
ACAMS Northern California Chapter 2008 - 2014
ACAMS Northern California Chapter 2008 - 2014
Skills
Anti Money Laundering, Global Regulatory..., Cross-border..., Project Management, Training, Private Banking..., Asian Business
Education
Golden Gate University
MS, Taxation
Golden Gate University
MBA, Business Administration
University of Alaska Fairbanks
BBA, Finance
First Republic Bank 2014 - Present
Wells Fargo July 2000 - October 2014
ACAMS Northern California Chapter 2008 - 2014
ACAMS Northern California Chapter 2008 - 2014
Skills
Anti Money Laundering, Global Regulatory..., Cross-border..., Project Management, Training, Private Banking..., Asian Business
Education
Golden Gate University
MS, Taxation
Golden Gate University
MBA, Business Administration
University of Alaska Fairbanks
BBA, Finance
Michele Celestino's First Republic Bank Experience February 2001 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2001 - Present
Education
Georgetown University 1991 — 1993
MBA
Saint Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
First Republic Bank February 2001 - Present
Education
Georgetown University 1991 — 1993
MBA
Saint Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Sean Curran's First Republic Bank Experience June 2015 - Present
Job Director of Talent Acquisition at First Republic Bank
Industry Staffing and Recruiting
Experience
First Republic Bank June 2015 - Present
Robert Half International April 2013 - June 2015
Robert Half International 2008 - 2013
OfficeTeam 2008 - 2009
AIG American General Life and Accident 2007 - 2008
Skills
Full-life Cycle..., Relationship Management, Business Development, Temporary Staffing, Recruiting, Temporary Placement, Applicant Tracking..., Financial Services, Account Management, College Recruiting, Banking, CRM, Human Resources, Cold Calling, Management, Investments, Talent Acquisition, Salesforce.com
Education
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Business Management
First Republic Bank June 2015 - Present
Robert Half International April 2013 - June 2015
Robert Half International 2008 - 2013
OfficeTeam 2008 - 2009
AIG American General Life and Accident 2007 - 2008
Skills
Full-life Cycle..., Relationship Management, Business Development, Temporary Staffing, Recruiting, Temporary Placement, Applicant Tracking..., Financial Services, Account Management, College Recruiting, Banking, CRM, Human Resources, Cold Calling, Management, Investments, Talent Acquisition, Salesforce.com
Education
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Business Management
Liznette Gurbillon's First Republic Bank Experience September 2004 - April 2010
Job Underwriting Manager at Professional Warranty
Industry Banking
Experience
Professional Warranty May 2010 - Present
First Republic Bank September 2004 - April 2010
Education
Fordham University 1994 — 1998
Bachelors, Economics
Professional Warranty May 2010 - Present
First Republic Bank September 2004 - April 2010
Education
Fordham University 1994 — 1998
Bachelors, Economics
Rafael Rosenkranz's First Republic Bank Experience July 2007 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2007 - Present
Union Bank 2004 - 2007
IDB Bank 2001 - 2004
Skills
Banking, Real Estate, Credit, Loans, Customer Relations, Portfolio Management, Financial Analysis, Mortgage, Credit Analysis, Wealth Management, Mortgage Lending, Asset Management, Private Banking, Customer Service, Commercial Lending, Finance, Management, Investments
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA
Yeshiva University
Bachelor of Science (BS)
First Republic Bank July 2007 - Present
Union Bank 2004 - 2007
IDB Bank 2001 - 2004
Skills
Banking, Real Estate, Credit, Loans, Customer Relations, Portfolio Management, Financial Analysis, Mortgage, Credit Analysis, Wealth Management, Mortgage Lending, Asset Management, Private Banking, Customer Service, Commercial Lending, Finance, Management, Investments
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA
Yeshiva University
Bachelor of Science (BS)
Lyubov Krasnitskaya's First Republic Bank Experience February 2010 - September 2010
Job Senior Global Compensation Analyst at Salesforce.com
Industry Banking
Experience
Salesforce.com January 2011 - Present
First Republic Bank February 2010 - September 2010
Wachovia October 2005 - July 2008
Wachovia Bank 1998 - 2008
World Savings April 1998 - October 2005
Skills
Business Requirements, C#, Business Analysis, Database Design, Integration, Loans, Mergers & Acquisitions, Mortgage Lending, Microsoft SQL Server, Process Improvement, Product Development, Program Management, Programming, Quality Center, Requirements Gathering, SDLC, Software Development, Testing, Troubleshooting, User Acceptance Testing
Education
Dnipropetrovs'kij Nacional'nij Universitet 1977 — 1982
Salesforce.com January 2011 - Present
First Republic Bank February 2010 - September 2010
Wachovia October 2005 - July 2008
Wachovia Bank 1998 - 2008
World Savings April 1998 - October 2005
Skills
Business Requirements, C#, Business Analysis, Database Design, Integration, Loans, Mergers & Acquisitions, Mortgage Lending, Microsoft SQL Server, Process Improvement, Product Development, Program Management, Programming, Quality Center, Requirements Gathering, SDLC, Software Development, Testing, Troubleshooting, User Acceptance Testing
Education
Dnipropetrovs'kij Nacional'nij Universitet 1977 — 1982
Peladeau Brian's First Republic Bank Experience June 2013 - Present
Job Linux Systems Engineer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank June 2013 - Present
Convergent Computing December 1995 - June 2013
Reming Information Systems December 1994 - December 1995
F&M Compserve June 1994 - December 1994
March Instruments March 1991 - June 1994
Skills
Windows Server, Hyper-V, SCVMM, Windows Server 2008, SCOM, SCCM, VMware, VMware ESX, Microsoft Technologies, Active Directory, Group Policy, Troubleshooting, WSUS, DNS, Powershell, Cluster, Virtualization, IIS, Security, Microsoft Exchange, VBScript, Storage Area Networks, Citrix, Operating Systems, Servers, DHCP
Education
Heald College 1989 — 1991
Associate of Arts and Sciences (AAS), Electronics and Computer Technologies
First Republic Bank June 2013 - Present
Convergent Computing December 1995 - June 2013
Reming Information Systems December 1994 - December 1995
F&M Compserve June 1994 - December 1994
March Instruments March 1991 - June 1994
Skills
Windows Server, Hyper-V, SCVMM, Windows Server 2008, SCOM, SCCM, VMware, VMware ESX, Microsoft Technologies, Active Directory, Group Policy, Troubleshooting, WSUS, DNS, Powershell, Cluster, Virtualization, IIS, Security, Microsoft Exchange, VBScript, Storage Area Networks, Citrix, Operating Systems, Servers, DHCP
Education
Heald College 1989 — 1991
Associate of Arts and Sciences (AAS), Electronics and Computer Technologies
Heather Childress's First Republic Bank Experience January 2011 - June 2014
Job at
Industry Law Practice
Experience
TriNet July 2014 - November 2014
First Republic Bank January 2011 - June 2014
Sidley Austin January 2010 - January 2011
Wilson Sonsini Goodrich and Rosati September 2006 - January 2010
Old Mutual Asset Management June 2004 - September 2006
WilmerHale 2003 - 2004
Skills
Securities Regulation, Intellectual Property, Corporate Law, Legal Research, Corporate Governance, Commercial Litigation, Mergers, Due Diligence, Privacy Law, Legal Writing, Securities, Venture Capital, Private Equity, Employment Law
Education
Georgetown University Law Center 2002 — 2003
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
University of Miami School of Law 1999 — 2001
Doctor of Law (JD)
Yale University 1995 — 1999
B.A., History
TriNet July 2014 - November 2014
First Republic Bank January 2011 - June 2014
Sidley Austin January 2010 - January 2011
Wilson Sonsini Goodrich and Rosati September 2006 - January 2010
Old Mutual Asset Management June 2004 - September 2006
WilmerHale 2003 - 2004
Skills
Securities Regulation, Intellectual Property, Corporate Law, Legal Research, Corporate Governance, Commercial Litigation, Mergers, Due Diligence, Privacy Law, Legal Writing, Securities, Venture Capital, Private Equity, Employment Law
Education
Georgetown University Law Center 2002 — 2003
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
University of Miami School of Law 1999 — 2001
Doctor of Law (JD)
Yale University 1995 — 1999
B.A., History
Jo-Ann Rose's First Republic Bank Experience January 2001 - Present
Job Senior Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2001 - Present
Bank of San Francisco May 1988 - January 2001
Bank of San Francisco May 1988 - January 2001
Skills
Private Banking, Asset Allocation, Investment Advisory, Wealth Management..., Management, Banking, Wealth Management, Financial Analysis, Risk Management, Asset Management, Trust Services, Financial Services, Alternative Investments, Credit, Portfolio Management, Mutual Funds
Education
Rosemont College
BA, Liberal Arts
Golden Gate University
Finance
First Republic Bank January 2001 - Present
Bank of San Francisco May 1988 - January 2001
Bank of San Francisco May 1988 - January 2001
Skills
Private Banking, Asset Allocation, Investment Advisory, Wealth Management..., Management, Banking, Wealth Management, Financial Analysis, Risk Management, Asset Management, Trust Services, Financial Services, Alternative Investments, Credit, Portfolio Management, Mutual Funds
Education
Rosemont College
BA, Liberal Arts
Golden Gate University
Finance
David Rounsaville's First Republic Bank Experience June 2011 - Present
Job Managing Director Presidio PBO at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2011 - Present
Bank of America November 2007 - June 2011
Banc of America Investments November 2007 - April 2009
Northern Trust March 2006 - November 2007
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Private Banking, Business Development, Sales, Investments, Commercial Banking, Wealth Management, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Financial Analysis, Management
Education
Florida State University 1999 — 2003
BS, Economics
Florida State University - College of Business 1999 — 2003
Economics, Economics
First Republic Bank June 2011 - Present
Bank of America November 2007 - June 2011
Banc of America Investments November 2007 - April 2009
Northern Trust March 2006 - November 2007
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Private Banking, Business Development, Sales, Investments, Commercial Banking, Wealth Management, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Financial Analysis, Management
Education
Florida State University 1999 — 2003
BS, Economics
Florida State University - College of Business 1999 — 2003
Economics, Economics
Lauren Shortt's First Republic Bank Experience March 2004 - Present
Job First Republic Bank, Vice President Marketing
Industry Marketing and Advertising
Experience
First Republic Bank March 2004 - Present
Christie's March 1994 - March 2004
Education
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Art History and Psychology
First Republic Bank March 2004 - Present
Christie's March 1994 - March 2004
Education
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Art History and Psychology
Michael Balderrama's First Republic Bank Experience August 2011 - October 2012
Job Conventional Underwriter at Franklin American Mortgage Company
Industry Banking
Experience
Franklin American Mortgage Company December 2012 - Present
First Republic Bank August 2011 - October 2012
CMG Mortgage October 2009 - October 2010
Pacific Union Financial 2010 - 2010
Accountemps/Wells Fargo 2009 - 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Indymac Bank 2008 - 2008
Fremont Investment and Loan 2003 - 2007
Wells Fargo 1995 - 1997
Skills
Mortgage Banking, Mortgage Lending, Mortgage Industry, Loans, Mortgage, Credit, Mortgage Underwriting, Credit Analysis, Residential Mortgages, Consumer Lending, Small Business Lending, Home Equity Loans, Home Equity Lines of..., Wholesale Lending, Refinance, Underwriting, Loan Origination, Loss Mitigation, Loan Servicing, Credit Risk, Commercial Lending
Education
Diablo Valley College 1986 — 1988
Franklin American Mortgage Company December 2012 - Present
First Republic Bank August 2011 - October 2012
CMG Mortgage October 2009 - October 2010
Pacific Union Financial 2010 - 2010
Accountemps/Wells Fargo 2009 - 2009
Wachovia, A Wells Fargo Company 2007 - 2009
Indymac Bank 2008 - 2008
Fremont Investment and Loan 2003 - 2007
Wells Fargo 1995 - 1997
Skills
Mortgage Banking, Mortgage Lending, Mortgage Industry, Loans, Mortgage, Credit, Mortgage Underwriting, Credit Analysis, Residential Mortgages, Consumer Lending, Small Business Lending, Home Equity Loans, Home Equity Lines of..., Wholesale Lending, Refinance, Underwriting, Loan Origination, Loss Mitigation, Loan Servicing, Credit Risk, Commercial Lending
Education
Diablo Valley College 1986 — 1988
Susan Silveira, CSM's First Republic Bank Experience November 2009 - Present
Job at
Industry Financial Services
Experience
First Republic Bank November 2009 - Present
JP Morgan Chase 2007 - 2009
Washington Mutual Card Services 2002 - 2006
Providian Financial 1995 - 2002
Skills
Workforce Management, Analysis, Credit Cards, Management, Project Management, SDLC, Outsourcing, Cross-functional Team..., Offshoring, Leadership, Enterprise Architecture, Testing, Software Development, Vendor Management, Business Relationship..., Software Documentation, Business Analysis, Payment Card Processing, Call Centers, Strategy, Risk Management, Incident Management, Team Leadership, E-commerce, Requirements Gathering, Governance, PMO, Project Portfolio..., PMP, Business Process, IT Strategy, Visio, Integration, Business Requirements, IT Management
Education
Diablo Valley College
UC Berkeley Extension
First Republic Bank November 2009 - Present
JP Morgan Chase 2007 - 2009
Washington Mutual Card Services 2002 - 2006
Providian Financial 1995 - 2002
Skills
Workforce Management, Analysis, Credit Cards, Management, Project Management, SDLC, Outsourcing, Cross-functional Team..., Offshoring, Leadership, Enterprise Architecture, Testing, Software Development, Vendor Management, Business Relationship..., Software Documentation, Business Analysis, Payment Card Processing, Call Centers, Strategy, Risk Management, Incident Management, Team Leadership, E-commerce, Requirements Gathering, Governance, PMO, Project Portfolio..., PMP, Business Process, IT Strategy, Visio, Integration, Business Requirements, IT Management
Education
Diablo Valley College
UC Berkeley Extension
Romeo Benin's First Republic Bank Experience April 2015 - Present
Job Service Desk Analyst | Technical Support
Industry Information Technology and Services
Experience
First Republic Bank April 2015 - Present
My Goods Market February 2009 - April 2015
Irwin Financial Corporation September 2006 - December 2008
Irwin Home Equity September 2006 - December 2008
Desilva Gates Construction 2003 - 2006
PeopleSoft 2001 - 2003
Cisco Systems 1997 - 1999
Nortel 1995 - 1997
Skills
IT Management, Disaster Recovery, Microsoft Exchange, Active Directory, Troubleshooting, Enterprise Software, Computer Hardware, Customer Service, Vendor Management, Group Policy, Technical Support, System Administration, Human Resources, HP, Norton Ghost, Microsoft SQL Server, Citrix, SDLC, Business Analysis, Project Management, Help Desk Support, Access, Business Process, Networking, SharePoint
Education
Heald College 1991 — 1993
AASET, Computer Technology
First Republic Bank April 2015 - Present
My Goods Market February 2009 - April 2015
Irwin Financial Corporation September 2006 - December 2008
Irwin Home Equity September 2006 - December 2008
Desilva Gates Construction 2003 - 2006
PeopleSoft 2001 - 2003
Cisco Systems 1997 - 1999
Nortel 1995 - 1997
Skills
IT Management, Disaster Recovery, Microsoft Exchange, Active Directory, Troubleshooting, Enterprise Software, Computer Hardware, Customer Service, Vendor Management, Group Policy, Technical Support, System Administration, Human Resources, HP, Norton Ghost, Microsoft SQL Server, Citrix, SDLC, Business Analysis, Project Management, Help Desk Support, Access, Business Process, Networking, SharePoint
Education
Heald College 1991 — 1993
AASET, Computer Technology
Hugh Del Villar's First Republic Bank Experience 2014 - Present
Job Business Intelligence, Data Engineering
Industry Information Technology and Services
Experience
First Republic Bank 2014 - Present
SunLink Corporation 2014 - 2015
Athens Administrators 2013 - 2014
Paradigm Healthcare Services 2013 - 2013
Omega Performance 2013 - 2013
Manilla.com 2012 - 2012
Charles Schwab 2011 - 2012
Kaiser Permanente IT 2011 - 2011
Wells Fargo Bank 2009 - 2011
Hewlett-Packard 2003 - 2008
Skills
Business Intelligence, Data Warehousing, SDLC, Business Analysis, Microsoft SQL Server, SQL, Oracle, Databases, Business Objects, Integration, Data Integration, Open Source, SSRS, T-SQL
Education
Drexel University
First Republic Bank 2014 - Present
SunLink Corporation 2014 - 2015
Athens Administrators 2013 - 2014
Paradigm Healthcare Services 2013 - 2013
Omega Performance 2013 - 2013
Manilla.com 2012 - 2012
Charles Schwab 2011 - 2012
Kaiser Permanente IT 2011 - 2011
Wells Fargo Bank 2009 - 2011
Hewlett-Packard 2003 - 2008
Skills
Business Intelligence, Data Warehousing, SDLC, Business Analysis, Microsoft SQL Server, SQL, Oracle, Databases, Business Objects, Integration, Data Integration, Open Source, SSRS, T-SQL
Education
Drexel University
Marya Spence's First Republic Bank Experience June 2005 - September 2005
Job Adjunct Faculty, NYU
Industry Higher Education
Experience
Vanity Fair Magazine September 2011 - Present
The New Yorker September 2010 - June 2011
Publishers Weekly October 2008 - July 2010
Indagare 2009 - June 2010
Brigantine Advisors March 2009 - June 2009
Travel + Leisure Magazine October 2008 - January 2009
First Republic Bank June 2005 - September 2005
Education
New York University 2010 — 2012
MFA, Fiction Writing (Creative)
Harvard University 2004 — 2008
B.A., English Literature
University Paris-Sorbonne (Paris IV) 2003 — 2004
Certificate of Completion, French Language and Civilization
Vanity Fair Magazine September 2011 - Present
The New Yorker September 2010 - June 2011
Publishers Weekly October 2008 - July 2010
Indagare 2009 - June 2010
Brigantine Advisors March 2009 - June 2009
Travel + Leisure Magazine October 2008 - January 2009
First Republic Bank June 2005 - September 2005
Education
New York University 2010 — 2012
MFA, Fiction Writing (Creative)
Harvard University 2004 — 2008
B.A., English Literature
University Paris-Sorbonne (Paris IV) 2003 — 2004
Certificate of Completion, French Language and Civilization
Jessica Lapizco's First Republic Bank Experience May 2013 - December 2014
Job at
Industry Banking
Experience
Umpqua Bank January 2015 - Present
First Republic Bank May 2013 - December 2014
Sterling Savings Bank June 2012 - August 2013
Zainer Rinehart Clarke CPAs January 2011 - January 2012
Sterling Savings Bank August 2006 - December 2010
Skills
Accounting, QuickBooks, Credit, Loans, Financial Analysis, Banking, Cash Management, Accounts Payable, Cash Flow, Accounts Receivable, Auditing, Financial Accounting, Finance, Internal Controls, General Ledger, Bookkeeping, Tax, US GAAP, Financial Modeling, Microsoft Excel, Credit Analysis, Tax Preparation, Journal Entries
Education
Sonoma State University 2007 — 2010
Bachelor of Science, Accounting
Fashion Institute of Design & Merchandising 2000 — 2002
Associate of Arts, Merchandise Marketing
Umpqua Bank January 2015 - Present
First Republic Bank May 2013 - December 2014
Sterling Savings Bank June 2012 - August 2013
Zainer Rinehart Clarke CPAs January 2011 - January 2012
Sterling Savings Bank August 2006 - December 2010
Skills
Accounting, QuickBooks, Credit, Loans, Financial Analysis, Banking, Cash Management, Accounts Payable, Cash Flow, Accounts Receivable, Auditing, Financial Accounting, Finance, Internal Controls, General Ledger, Bookkeeping, Tax, US GAAP, Financial Modeling, Microsoft Excel, Credit Analysis, Tax Preparation, Journal Entries
Education
Sonoma State University 2007 — 2010
Bachelor of Science, Accounting
Fashion Institute of Design & Merchandising 2000 — 2002
Associate of Arts, Merchandise Marketing
Pat Calabro's First Republic Bank Experience October 2009 - February 2010
Job Designing Artist
Industry Design
Experience
Designing Artist October 2009 - Present
Pastiche, LLC January 2010 - April 2010
First Republic Bank October 2009 - February 2010
Eloan 2004 - October 2009
E-Loan 2003 - 2008
Irwin Home Equity 1999 - 2004
1st Republic 1993 - 1994
Skills
Website Design, Graphic Design, Website Development, Credit, Testing, Requirements Analysis, Process Engineering, Mortgage, Loans, Problem Solving, Business Analysis, PowerPoint, Compliance, Word, Quality Assurance, Analysis, Internet Banking, Excel, Loan Origination, SDLC, Risk Management, Web Development, Visio, Documentation, Banking, Microsoft Office, Funding, Outlook, Integration, Project Management, Software Documentation, Web Design, Mortgage Lending, SharePoint, Microsoft Excel, Microsoft Word
Education
Diablo Valley College 1964 — 2011
Certificate of Completion, Graphic and Website Design
Saint Mary's College of California 1982 — 1985
MBA, Management
Designing Artist October 2009 - Present
Pastiche, LLC January 2010 - April 2010
First Republic Bank October 2009 - February 2010
Eloan 2004 - October 2009
E-Loan 2003 - 2008
Irwin Home Equity 1999 - 2004
1st Republic 1993 - 1994
Skills
Website Design, Graphic Design, Website Development, Credit, Testing, Requirements Analysis, Process Engineering, Mortgage, Loans, Problem Solving, Business Analysis, PowerPoint, Compliance, Word, Quality Assurance, Analysis, Internet Banking, Excel, Loan Origination, SDLC, Risk Management, Web Development, Visio, Documentation, Banking, Microsoft Office, Funding, Outlook, Integration, Project Management, Software Documentation, Web Design, Mortgage Lending, SharePoint, Microsoft Excel, Microsoft Word
Education
Diablo Valley College 1964 — 2011
Certificate of Completion, Graphic and Website Design
Saint Mary's College of California 1982 — 1985
MBA, Management
Richard Lombardozzi's First Republic Bank Experience 2007 - Present
Job Senior Managing Director & Head of Foreign Exchange
Industry Banking
Experience
First Republic Bank 2007 - Present
TD Banknorth 2003 - 2007
Citizens Bank 1996 - 2003
Skills
Strategy, Sales, Financial Risk, Management, Foreign Exchange, Private Banking, CRM, Business Strategy, Credit, Market Research, Banking, FX Options, Currency, Portfolio Management, Risk Management, Financial Services, Capital Markets
Education
Fitchburg State University
First Republic Bank 2007 - Present
TD Banknorth 2003 - 2007
Citizens Bank 1996 - 2003
Skills
Strategy, Sales, Financial Risk, Management, Foreign Exchange, Private Banking, CRM, Business Strategy, Credit, Market Research, Banking, FX Options, Currency, Portfolio Management, Risk Management, Financial Services, Capital Markets
Education
Fitchburg State University
Lisa Flaster's First Republic Bank Experience July 2009 - Present
Job Senior Credit Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
Joanne (Stockdale) Jenkin's First Republic Bank Experience December 2003 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2003 - Present
Education
Gonzaga University
First Republic Bank December 2003 - Present
Education
Gonzaga University
Jill Whitby's First Republic Bank Experience January 2010 - Present
Job Versatile and Experienced Attorney
Industry Law Practice
Experience
First Republic Bank January 2010 - Present
Law Office of Eric L. Lifschitz July 2009 - December 2009
Guy Kornblum & Associates March 2007 - May 2009
San Mateo Union High School District August 1998 - July 2006
Public Advocates, Inc. January 2005 - May 2005
Jefferson Union High School District September 1991 - August 1998
Skills
Mortgage Lending, Financial Services, Banking, Operational Risk, Private Banking, Privacy Law, Legal Writing, Policy, Loans, Risk Management, Commercial Lending, Training, Financial Risk, Program Management, Corporate Governance, Analysis, Legal Research, Corporate Law, Research, Retail Banking, Personal Injury, Software Documentation, Due Diligence, Insurance, KYC, Enterprise Risk..., Depositions, Finance, Litigation, Mediation
Education
Golden Gate University, School of Law 2007 — 2009
Master of Laws, Taxation
Golden Gate University, School of Law 2003 — 2006
Juris Doctor
San Francisco State University 1990 — 1992
Single Subject Teaching Credential, Mathematics
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts, Mathematics
First Republic Bank January 2010 - Present
Law Office of Eric L. Lifschitz July 2009 - December 2009
Guy Kornblum & Associates March 2007 - May 2009
San Mateo Union High School District August 1998 - July 2006
Public Advocates, Inc. January 2005 - May 2005
Jefferson Union High School District September 1991 - August 1998
Skills
Mortgage Lending, Financial Services, Banking, Operational Risk, Private Banking, Privacy Law, Legal Writing, Policy, Loans, Risk Management, Commercial Lending, Training, Financial Risk, Program Management, Corporate Governance, Analysis, Legal Research, Corporate Law, Research, Retail Banking, Personal Injury, Software Documentation, Due Diligence, Insurance, KYC, Enterprise Risk..., Depositions, Finance, Litigation, Mediation
Education
Golden Gate University, School of Law 2007 — 2009
Master of Laws, Taxation
Golden Gate University, School of Law 2003 — 2006
Juris Doctor
San Francisco State University 1990 — 1992
Single Subject Teaching Credential, Mathematics
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts, Mathematics
Aaron Wildmon's First Republic Bank Experience July 2011 - Present
Job Online Banking Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2011 - Present
Staples June 2007 - July 2011
Dominican University of California August 2009 - July 2010
Dominican University of California August 2007 - May 2010
Dominican University of California June 2005 - May 2007
Dominican University of California September 2004 - May 2007
Hospice of Marin Foundation August 2005 - February 2007
Skills
Financial Analysis, Strategic Planning, Client Service
Education
Dominican University of California 2007 — 2010
Masters of Business Administration, Global Strategic Management
Dominican University of California 2003 — 2007
Bachelor of Arts, Music Performance
First Republic Bank July 2011 - Present
Staples June 2007 - July 2011
Dominican University of California August 2009 - July 2010
Dominican University of California August 2007 - May 2010
Dominican University of California June 2005 - May 2007
Dominican University of California September 2004 - May 2007
Hospice of Marin Foundation August 2005 - February 2007
Skills
Financial Analysis, Strategic Planning, Client Service
Education
Dominican University of California 2007 — 2010
Masters of Business Administration, Global Strategic Management
Dominican University of California 2003 — 2007
Bachelor of Arts, Music Performance
Eric Tamm's First Republic Bank Experience 2005 - 2010
Job Senior Vice President/Senior Managing Director at Sterling National Bank
Industry Banking
Experience
Sterling National Bank April 2012 - Present
RFR Holding LLC March 2010 - April 2012
First Republic Bank 2005 - 2010
M&T Bank 1994 - 2005
Skills
Portfolio Management, Management, Mergers, Mergers & Acquisitions, Strategy, Finance, Credit, Real Estate, Loans, Commercial Banking, Analysis, Mortgage Lending
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration, Finance
Georgetown University - The McDonough School of Business 1986 — 1990
Bachelor of Science in Business Administration, Finance
Sterling National Bank April 2012 - Present
RFR Holding LLC March 2010 - April 2012
First Republic Bank 2005 - 2010
M&T Bank 1994 - 2005
Skills
Portfolio Management, Management, Mergers, Mergers & Acquisitions, Strategy, Finance, Credit, Real Estate, Loans, Commercial Banking, Analysis, Mortgage Lending
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration, Finance
Georgetown University - The McDonough School of Business 1986 — 1990
Bachelor of Science in Business Administration, Finance
Sue Hagan's First Republic Bank Experience April 2008 - April 2014
Job Financial Operations Professional/Payments Processing/Treasury Mgmt. Products/Customer Support/Open to New Opportunities
Industry Banking
Experience
First Republic Bank April 2008 - April 2014
BankServ 2006 - 2008
Independent Financial Consultant 1999 - 2006
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Eckerd College
Bachelor's Degree
West Orange High School
High School
First Republic Bank April 2008 - April 2014
BankServ 2006 - 2008
Independent Financial Consultant 1999 - 2006
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Eckerd College
Bachelor's Degree
West Orange High School
High School
Teresa Toyorada's First Republic Bank Experience December 2008 - July 2010
Job
Industry Banking
Experience
Gateway Bank October 2011 - Present
Union Bank October 2010 - October 2011
First Republic Bank December 2008 - July 2010
US Postal Inspection Service September 2007 - April 2008
Bank of America April 2004 - March 2007
Bank of America September 1996 - April 2004
Education
Heald College 2002 — 2004
Associate in Applied Science Degree
Gateway Bank October 2011 - Present
Union Bank October 2010 - October 2011
First Republic Bank December 2008 - July 2010
US Postal Inspection Service September 2007 - April 2008
Bank of America April 2004 - March 2007
Bank of America September 1996 - April 2004
Education
Heald College 2002 — 2004
Associate in Applied Science Degree
Manana Mosoian's First Republic Bank Experience April 2013 - Present
Job Personal Banker, Preferred Banking Offices at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2013 - Present
Citi January 2012 - April 2013
Citi August 2005 - January 2012
Citi December 2003 - August 2005
Education
Globe Institute of Technology
Bachelors of Science in Microcomputer Systems
Yerevan Polytechnic Institute
Bachelors and Masters of Science in Electrical Engineering
First Republic Bank April 2013 - Present
Citi January 2012 - April 2013
Citi August 2005 - January 2012
Citi December 2003 - August 2005
Education
Globe Institute of Technology
Bachelors of Science in Microcomputer Systems
Yerevan Polytechnic Institute
Bachelors and Masters of Science in Electrical Engineering
Gabriela Perry's First Republic Bank Experience January 2014 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2014 - Present
First Republic Bank April 2012 - Present
ZUMIX October 2014 - Present
EASTIE NOW! January 2013 - Present
Boston Private Bank June 2001 - December 2009
East Boston Savings Bank June 1999 - June 2001
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Risk Management, Commercial Lending, Finance, Customer Service, Mergers & Acquisitions, Private Banking, Financial Services, Commercial Banking, CRM, Mortgage Lending, Retail Banking
Education
Emmanuel College 2005 — 2009
BSBA, Business Administration
Lesley University 1998 — 2000
Early Childhood Education, Computer Science
East Boston High School 1994 — 1998
First Republic Bank January 2014 - Present
First Republic Bank April 2012 - Present
ZUMIX October 2014 - Present
EASTIE NOW! January 2013 - Present
Boston Private Bank June 2001 - December 2009
East Boston Savings Bank June 1999 - June 2001
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Risk Management, Commercial Lending, Finance, Customer Service, Mergers & Acquisitions, Private Banking, Financial Services, Commercial Banking, CRM, Mortgage Lending, Retail Banking
Education
Emmanuel College 2005 — 2009
BSBA, Business Administration
Lesley University 1998 — 2000
Early Childhood Education, Computer Science
East Boston High School 1994 — 1998
EDELYN ED JUAN's First Republic Bank Experience August 2007 - Present
Job Senior Loan Closer and Funder/Loan Administrator at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2007 - Present
Bank of the West August 2005 - August 2007
JP Morgan Chase (Home Equity) August 2003 - August 2005
Skills
Credit, Loans, Commercial Lending, Mortgage Lending
Education
Heald College-Concord 2004 — 2005
Accounting
First Republic Bank August 2007 - Present
Bank of the West August 2005 - August 2007
JP Morgan Chase (Home Equity) August 2003 - August 2005
Skills
Credit, Loans, Commercial Lending, Mortgage Lending
Education
Heald College-Concord 2004 — 2005
Accounting
Luke McCready's First Republic Bank Experience May 2014 - March 2015
Job Internal Compliance
Industry Financial Services
Experience
SolarCity June 2015 - Present
Lyft March 2014 - Present
First Republic Bank May 2014 - March 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Wells Fargo September 2004 - December 2010
Skills
Multi-skilled, Administrative..., Mortgage Underwriting, Mortgage Lending, Mortgage Marketing, Mortgage Fraud, Business Relationship..., Banking, Home Equity Loans, Home Equity Lines of..., Managing Associates, FHA financing, Relationship-building..., Commercial Lending, Consumer Lending, Commercial Banking, Credit, Relationship Management, Loans, Retail Banking
Education
University of San Francisco 2004 — 2005
master of business administration
Hastings College 1999 — 2003
Bachelor of Arts (BA), Accounting
SolarCity June 2015 - Present
Lyft March 2014 - Present
First Republic Bank May 2014 - March 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Wells Fargo September 2004 - December 2010
Skills
Multi-skilled, Administrative..., Mortgage Underwriting, Mortgage Lending, Mortgage Marketing, Mortgage Fraud, Business Relationship..., Banking, Home Equity Loans, Home Equity Lines of..., Managing Associates, FHA financing, Relationship-building..., Commercial Lending, Consumer Lending, Commercial Banking, Credit, Relationship Management, Loans, Retail Banking
Education
University of San Francisco 2004 — 2005
master of business administration
Hastings College 1999 — 2003
Bachelor of Arts (BA), Accounting
Michele Celestino's First Republic Bank Experience February 2000 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2000 - Present
Education
Georgetown University - The McDonough School of Business 1992 — 1994
Master of Business Administration (MBA)
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.)
First Republic Bank February 2000 - Present
Education
Georgetown University - The McDonough School of Business 1992 — 1994
Master of Business Administration (MBA)
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.)
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