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
Max Strang Max Strang's First Republic Bank Experience September 2015 - Present
Job Financial Intelligence Analyst at First Republic Bank
Industry Maritime
Experience
First Republic Bank September 2015 - Present
First Republic Bank September 2015 - Present
CenterPointe Yacht Services April 2014 - Present
Pensacola Ice Flyers October 2014 - April 2015
CIRAT June 2012 - August 2012
CIRAT June 2011 - August 2011
Skills
i2 Analyst's Notebook, Microsoft Excel, Microsoft Word, Analysis of Competing..., Russian Language, Access, Patent Portfolio..., Analysis, Analyst Notebook, Analytics, Counterterrorism, Competitive Intelligence, Customer Service, Data Analysis, Databases, English, Government, Intelligence, Intelligence Analysis, International Relations, Leadership, Market Research, Microsoft Office, National Security, Policy, PowerPoint, Public Speaking, Research, Russian, Social Media, Statistics, Spanish, Ice Hockey
Education
Mercyhurst University 2008 — 2013
Double Major in Intelligence Studies and Russian Studies, Redshirt Senior
First Republic Bank September 2015 - Present
First Republic Bank September 2015 - Present
CenterPointe Yacht Services April 2014 - Present
Pensacola Ice Flyers October 2014 - April 2015
CIRAT June 2012 - August 2012
CIRAT June 2011 - August 2011
Skills
i2 Analyst's Notebook, Microsoft Excel, Microsoft Word, Analysis of Competing..., Russian Language, Access, Patent Portfolio..., Analysis, Analyst Notebook, Analytics, Counterterrorism, Competitive Intelligence, Customer Service, Data Analysis, Databases, English, Government, Intelligence, Intelligence Analysis, International Relations, Leadership, Market Research, Microsoft Office, National Security, Policy, PowerPoint, Public Speaking, Research, Russian, Social Media, Statistics, Spanish, Ice Hockey
Education
Mercyhurst University 2008 — 2013
Double Major in Intelligence Studies and Russian Studies, Redshirt Senior
Taylor White's First Republic Bank Experience January 2013 - September 2013
Job Data Analyst | Statistical Programmer
Industry Public Policy
Experience
Solon Intelligence September 2015 - Present
Acumen LLC October 2013 - Present
First Republic Bank January 2013 - September 2013
Luminous Capital September 2012 - September 2013
Stone and Grzegorek January 2012 - September 2012
UCLA Political Science Student Organization September 2009 - June 2011
UCLA Model United Nations October 2009 - April 2011
Burger King Corporation June 2009 - September 2009
Modesto Junior College October 2007 - June 2009
California Democratic Party March 2008 - November 2008
Skills
Economic Forecasting, Econometrics, Econometric Modeling, Statistical Modeling, Statistical Software, R, Qualitative Research, Quantitative Research, Strategic Planning, Political Campaigns, Campaign Finance, Campaign Strategies, Management, Political Science, Political Economy, Political Management, Panel Data Analysis, Optimizations, Microsoft Excel, Public Speaking, Public Policy, Policy Analysis, Leadership, Community Organizing, International Relations, Fundraising, Community Outreach, Politics, Research, Policy, Grassroots Organizing, Data Analysis
Education
University of California, Los Angeles 2009 — 2011
BA, Political Science, Magna Cum Laude
Cambridge University 2010 — 2010
Summer Program: International Relations, Political Philosophy, History
Modesto Junior College 2007 — 2009
A.A., Transfer Studies -- Political Science
Solon Intelligence September 2015 - Present
Acumen LLC October 2013 - Present
First Republic Bank January 2013 - September 2013
Luminous Capital September 2012 - September 2013
Stone and Grzegorek January 2012 - September 2012
UCLA Political Science Student Organization September 2009 - June 2011
UCLA Model United Nations October 2009 - April 2011
Burger King Corporation June 2009 - September 2009
Modesto Junior College October 2007 - June 2009
California Democratic Party March 2008 - November 2008
Skills
Economic Forecasting, Econometrics, Econometric Modeling, Statistical Modeling, Statistical Software, R, Qualitative Research, Quantitative Research, Strategic Planning, Political Campaigns, Campaign Finance, Campaign Strategies, Management, Political Science, Political Economy, Political Management, Panel Data Analysis, Optimizations, Microsoft Excel, Public Speaking, Public Policy, Policy Analysis, Leadership, Community Organizing, International Relations, Fundraising, Community Outreach, Politics, Research, Policy, Grassroots Organizing, Data Analysis
Education
University of California, Los Angeles 2009 — 2011
BA, Political Science, Magna Cum Laude
Cambridge University 2010 — 2010
Summer Program: International Relations, Political Philosophy, History
Modesto Junior College 2007 — 2009
A.A., Transfer Studies -- Political Science
Subramanian Iyer's First Republic Bank Experience 2014 - Present
Job Vice President at First Republic Bank
Industry Banking
Experience
First Republic Bank 2014 - Present
Goldman Sachs 2010 - 2014
Google 2009 - 2010
Synopsys 2006 - 2009
Fujitsu Labs of America 2002 - 2003
Education
The University of Texas at Austin
Ph.D., Computer Sciences
Indian Institute of Technology, Bombay
B. Tech, Computer Science and Engineering
Institute of Mathematical Sciences, Chennai, India
Mathematics
Fitch / 7City / Wilmott
CQF, Quantitative Finance
First Republic Bank 2014 - Present
Goldman Sachs 2010 - 2014
Google 2009 - 2010
Synopsys 2006 - 2009
Fujitsu Labs of America 2002 - 2003
Education
The University of Texas at Austin
Ph.D., Computer Sciences
Indian Institute of Technology, Bombay
B. Tech, Computer Science and Engineering
Institute of Mathematical Sciences, Chennai, India
Mathematics
Fitch / 7City / Wilmott
CQF, Quantitative Finance
Lorrie Runnals Lorrie Runnals's First Republic Bank Experience 2013 - 2014
Job Real Estate Loan Review and Credit Analyst
Industry Banking
Experience
First Republic Bank 2013 - 2014
Country Bank 2009 - 2013
Country Bank 2008 - 2009
Hampden Bank 2006 - 2008
Spencer Savings Bank June 2000 - August 2005
Skills
Credit Analysis, Loan Origination, Banking, Loan Servicing, Loan Modifications, Annual Reviews, Microsoft Office, Financial Analysis, Insurance, Underwriting, Internet Banking, Commercial Real Estate, Loan Documents, Analysis, Accounting, General Ledger, Risk Management, Finance, Funding, Payments, Real Estate, Financial Risk
Education
Holyoke Community College
Associate's Degree, Business, 4.0 GPA
Linda Keith CPA Training
Tax Return Analysis (personal and corporate)
New England Center for Financial Training
Finance and Banking
South Hadley High
First Republic Bank 2013 - 2014
Country Bank 2009 - 2013
Country Bank 2008 - 2009
Hampden Bank 2006 - 2008
Spencer Savings Bank June 2000 - August 2005
Skills
Credit Analysis, Loan Origination, Banking, Loan Servicing, Loan Modifications, Annual Reviews, Microsoft Office, Financial Analysis, Insurance, Underwriting, Internet Banking, Commercial Real Estate, Loan Documents, Analysis, Accounting, General Ledger, Risk Management, Finance, Funding, Payments, Real Estate, Financial Risk
Education
Holyoke Community College
Associate's Degree, Business, 4.0 GPA
Linda Keith CPA Training
Tax Return Analysis (personal and corporate)
New England Center for Financial Training
Finance and Banking
South Hadley High
J. Michalski J. Michalski's First Republic Bank Experience 2011 - Present
Job Author at Identity Artists & Writers
Industry Publishing
Experience
Identity Artists & Writers August 2011 - Present
First Republic Bank 2011 - Present
USAIG 2007 - 2011
BNY Mellon 2005 - 2007
Dimension Data 2004 - 2005
Citywide Technology 2003 - 2004
7th Avenue Books 2001 - 2003
Skills
Storytelling, Books, Blogging, Editing, Fiction, Literature, Freelance Writing, Social Media, Customer Service, Information Technology, Technology, Short Stories, Creative Writing, Windows 7, Copywriting, Graphic Design, Publishing, Technical Support, Windows XP
Education
Institute of Audio Research 1997 — 1998
Degree in Audio Engineering, Audio Engineering
Identity Artists & Writers August 2011 - Present
First Republic Bank 2011 - Present
USAIG 2007 - 2011
BNY Mellon 2005 - 2007
Dimension Data 2004 - 2005
Citywide Technology 2003 - 2004
7th Avenue Books 2001 - 2003
Skills
Storytelling, Books, Blogging, Editing, Fiction, Literature, Freelance Writing, Social Media, Customer Service, Information Technology, Technology, Short Stories, Creative Writing, Windows 7, Copywriting, Graphic Design, Publishing, Technical Support, Windows XP
Education
Institute of Audio Research 1997 — 1998
Degree in Audio Engineering, Audio 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
Anne Trickey's First Republic Bank Experience September 2006 - February 2007
Job Office Manager at San Francisco Arts Commission
Industry Nonprofit Organization Management
Experience
San Francisco Arts Commission September 2013 - Present
The Performing Arts Workshop February 2007 - August 2013
The Choral Project August 2007 - December 2012
First Republic Bank September 2006 - February 2007
Macalester College History Department October 2002 - May 2006
Skills
Editing, Creative Writing, Research, Nonprofits, Performing Arts, Social Media, Community Outreach, Event Planning, Art, Grant Writing, Non-profits, Microsoft Office, Public Speaking, Writing, Adobe Creative Suite, Intermediate HTML, Marketing, Volunteer Management
Education
Macalester College 2002 — 2006
Bachelor of Liberal Arts, Political Science, History, German Language
University of Vienna 2004 — 2004
Politik und Geschichte
San Francisco Arts Commission September 2013 - Present
The Performing Arts Workshop February 2007 - August 2013
The Choral Project August 2007 - December 2012
First Republic Bank September 2006 - February 2007
Macalester College History Department October 2002 - May 2006
Skills
Editing, Creative Writing, Research, Nonprofits, Performing Arts, Social Media, Community Outreach, Event Planning, Art, Grant Writing, Non-profits, Microsoft Office, Public Speaking, Writing, Adobe Creative Suite, Intermediate HTML, Marketing, Volunteer Management
Education
Macalester College 2002 — 2006
Bachelor of Liberal Arts, Political Science, History, German Language
University of Vienna 2004 — 2004
Politik und Geschichte
Carley Petersen Carley Petersen's First Republic Bank Experience November 2010 - May 2011
Job Client Manager at Gallagher Benefit Services
Industry Human Resources
Experience
Gallagher Benefit Services April 2015 - Present
Sephora December 2014 - April 2015
Becker Electric, Inc. September 2013 - October 2014
Kelly Services - onsite at Salesforce.com May 2012 - September 2013
Gymboreee Corporation September 2011 - May 2012
First Republic Bank November 2010 - May 2011
Kaiser Permanente 2008 - February 2010
First Republic Bank 2006 - 2008
Environmental Science Associates 2004 - 2006
Aceva Technologies 2000 - 2004
Skills
HRIS, Employee Relations, Applicant Tracking..., Recruiting, Onboarding, Human Resources, Employee Benefits, Benefits Administration, Talent Acquisition, College Recruiting, Internet Recruiting, New Hire Orientations, Project Management, Talent Management, Technical Recruiting, Vendor Management
Education
Milwaukee Area Technical College 1992 — 1994
Gallagher Benefit Services April 2015 - Present
Sephora December 2014 - April 2015
Becker Electric, Inc. September 2013 - October 2014
Kelly Services - onsite at Salesforce.com May 2012 - September 2013
Gymboreee Corporation September 2011 - May 2012
First Republic Bank November 2010 - May 2011
Kaiser Permanente 2008 - February 2010
First Republic Bank 2006 - 2008
Environmental Science Associates 2004 - 2006
Aceva Technologies 2000 - 2004
Skills
HRIS, Employee Relations, Applicant Tracking..., Recruiting, Onboarding, Human Resources, Employee Benefits, Benefits Administration, Talent Acquisition, College Recruiting, Internet Recruiting, New Hire Orientations, Project Management, Talent Management, Technical Recruiting, Vendor Management
Education
Milwaukee Area Technical College 1992 — 1994
Lauren Boone's First Republic Bank Experience January 2015 - Present
Job Eagle Credit Generalist at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2015 - Present
Nor-Cal FDC February 2010 - December 2014
State Farm Insurance January 2008 - August 2008
Skills
Small Business Lending, Underwriting, Credit Analysis, Presentations, Loan Documents, Compliance, Database Admin, Social Media
Education
California State University, East Bay 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Humboldt State University 2008 — 2009
Encinal High School
First Republic Bank January 2015 - Present
Nor-Cal FDC February 2010 - December 2014
State Farm Insurance January 2008 - August 2008
Skills
Small Business Lending, Underwriting, Credit Analysis, Presentations, Loan Documents, Compliance, Database Admin, Social Media
Education
California State University, East Bay 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Humboldt State University 2008 — 2009
Encinal High School
Alec Christianson's First Republic Bank Experience May 2013 - May 2014
Job Webmaster at Club Mercedes
Industry Nonprofit Organization Management
Experience
Club Mercedes October 2014 - Present
First Republic Bank May 2013 - May 2014
The Coffee Bean & Tea Leaf August 2012 - May 2013
Skills
Computing, Sociability, Management, Customer Service, Business, Customer Satisfaction, Customer Experience, Time Management, Employee Training, Customer Retention, Call Centers, Leadership, Training, Social Networking, Outlook
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Merced College 2008 — 2010
Associate of Arts (A.A.), Political Science and Government
Club Mercedes October 2014 - Present
First Republic Bank May 2013 - May 2014
The Coffee Bean & Tea Leaf August 2012 - May 2013
Skills
Computing, Sociability, Management, Customer Service, Business, Customer Satisfaction, Customer Experience, Time Management, Employee Training, Customer Retention, Call Centers, Leadership, Training, Social Networking, Outlook
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Merced College 2008 — 2010
Associate of Arts (A.A.), Political Science and Government
Jennifer Sherrill Jennifer Sherrill's First Republic Bank Experience June 2015 - Present
Job Due Dilligence Investigator I at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank February 2015 - June 2015
First Republic Bank July 2014 - February 2015
Union Bank April 2013 - July 2014
Union Bank April 2010 - April 2013
Wells Fargo January 2007 - July 2009
Skills
Bank Secrecy Act, Customer Service, CTR, Banking, Retail Banking, Call Centers, Credit Analysis, Cross Selling, Microsoft Word, Microsoft Excel, PowerPoint, AML, FinCEN, Investigation, System Testing
Education
Laney College 2012 — 2015
General Education, Criminal Justice and Corrections
First Republic Bank June 2015 - Present
First Republic Bank February 2015 - June 2015
First Republic Bank July 2014 - February 2015
Union Bank April 2013 - July 2014
Union Bank April 2010 - April 2013
Wells Fargo January 2007 - July 2009
Skills
Bank Secrecy Act, Customer Service, CTR, Banking, Retail Banking, Call Centers, Credit Analysis, Cross Selling, Microsoft Word, Microsoft Excel, PowerPoint, AML, FinCEN, Investigation, System Testing
Education
Laney College 2012 — 2015
General Education, Criminal Justice and Corrections
A Patricia S Engalla A Patricia S Engalla's First Republic Bank Experience April 2002 - January 2006
Job Executive Assistant to the Executive Director, Financial Services & Administration, UCSF UDAR
Industry Financial Services
Experience
UCSF July 2015 - Present
Strategic Investment Solutions October 2013 - June 2015
Cavallo Point Lodge September 2013 - October 2013
Mandarin House January 2013 - August 2013
Global LT November 2011 - August 2013
The Carneros Inn April 2008 - March 2011
Trainer Wortham January 2006 - January 2007
First Republic Bank April 2002 - January 2006
First Republic Trust Company April 2001 - April 2002
First Republic Bank January 2000 - January 2001
Skills
Jack of all trade, Detail-oriented, Highly organized, Resourceful problem..., Presentation designer, Project manager, Event coordinator, Creative manager, Expert in Eastern and..., Highly trained in all..., Drawing, Interior Design, Management, Therapeutic Massage, Time Management, Interviews, Microsoft Office, Training, Event Planning, Data Entry, Project Management, Customer Service
Education
National Holistic Institute
Certified Massage Therapist & Health Educator, Graduated top of my class and with honors
TEFL International, Xiaoshan District, Hangzhou, P.R. China
Certified TEFL Teacher
The Fashion Institute of Design and Merchandising
Fashion/Apparel Design
UCSF July 2015 - Present
Strategic Investment Solutions October 2013 - June 2015
Cavallo Point Lodge September 2013 - October 2013
Mandarin House January 2013 - August 2013
Global LT November 2011 - August 2013
The Carneros Inn April 2008 - March 2011
Trainer Wortham January 2006 - January 2007
First Republic Bank April 2002 - January 2006
First Republic Trust Company April 2001 - April 2002
First Republic Bank January 2000 - January 2001
Skills
Jack of all trade, Detail-oriented, Highly organized, Resourceful problem..., Presentation designer, Project manager, Event coordinator, Creative manager, Expert in Eastern and..., Highly trained in all..., Drawing, Interior Design, Management, Therapeutic Massage, Time Management, Interviews, Microsoft Office, Training, Event Planning, Data Entry, Project Management, Customer Service
Education
National Holistic Institute
Certified Massage Therapist & Health Educator, Graduated top of my class and with honors
TEFL International, Xiaoshan District, Hangzhou, P.R. China
Certified TEFL Teacher
The Fashion Institute of Design and Merchandising
Fashion/Apparel Design
Sandy Tsai Sandy Tsai's First Republic Bank Experience July 2012 - Present
Job Loan Specialist at First Republic Bank
Industry Real Estate
Experience
First Republic Bank July 2012 - Present
Provident Funding Associates L.P. June 2007 - June 2012
Skills
Multicultural, Able To Multi-task, Able To Work Under..., Detail Orientation, Customer Service, Credit Analysis, Risk Management, Loans, Analysis, Credit, Financial Risk, Funding, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Recruiting, Underwriting, Refinance, Residential Mortgages
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Business Administration, Management
National Taiwan University 2005 — 2006
Business Administration and Management, General
First Republic Bank July 2012 - Present
Provident Funding Associates L.P. June 2007 - June 2012
Skills
Multicultural, Able To Multi-task, Able To Work Under..., Detail Orientation, Customer Service, Credit Analysis, Risk Management, Loans, Analysis, Credit, Financial Risk, Funding, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Recruiting, Underwriting, Refinance, Residential Mortgages
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Business Administration, Management
National Taiwan University 2005 — 2006
Business Administration and Management, General
Nilima Maharjan's First Republic Bank Experience February 2015 - Present
Job Compliance Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
Prometric June 2014 - December 2014
UNK Dining Services October 2011 - December 2014
H&R Block January 2014 - April 2014
Mountain State University January 2009 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Accounting, Data Entry, Leadership, Analysis
Education
University of Nebraska at Kearney 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
Mountain State University 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
First Republic Bank February 2015 - Present
Prometric June 2014 - December 2014
UNK Dining Services October 2011 - December 2014
H&R Block January 2014 - April 2014
Mountain State University January 2009 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Accounting, Data Entry, Leadership, Analysis
Education
University of Nebraska at Kearney 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
Mountain State University 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Michelle Bakker Michelle Bakker's First Republic Bank Experience March 2014 - August 2014
Job Barn Manager at Lisa Pierson Dressage
Industry Veterinary
Experience
University of Edinburgh September 2015 - Present
Lisa Pierson Dressage October 2014 - Present
First Republic Bank March 2014 - August 2014
Williams-Sonoma, Inc. October 2013 - March 2014
Equestrian Trainer June 2009 - November 2013
Williams-Sonoma, Inc. July 2013 - October 2013
Williams-Sonoma, Inc. September 2012 - July 2013
Skidmore College September 2011 - May 2012
Saratoga Equine September 2011 - November 2011
Skidmore College(Self Employed) September 2008 - September 2011
Skills
Microsoft Office, Manage Client..., Operations Improvement, Problem Solving, Microsoft Word, Critical Thinking, Microsoft Excel, PowerPoint, Analysis, Facebook, Teamwork, Sales, Outlook, Travel Planning, Data Entry, Microsoft Publisher, Mathematica, Matlab, Mac OS X, Windows 7, Apple Aperture, iOS, Data Analysis
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
National University of Ireland, Galway 2011 — 2011
Bachelor's degree, English Literature (British and Commonwealth), 3.9
Western Connecticut State University 2011 — 2011
Bachelor's degree, Economics, 3.9
New Canaan High School
University of Edinburgh September 2015 - Present
Lisa Pierson Dressage October 2014 - Present
First Republic Bank March 2014 - August 2014
Williams-Sonoma, Inc. October 2013 - March 2014
Equestrian Trainer June 2009 - November 2013
Williams-Sonoma, Inc. July 2013 - October 2013
Williams-Sonoma, Inc. September 2012 - July 2013
Skidmore College September 2011 - May 2012
Saratoga Equine September 2011 - November 2011
Skidmore College(Self Employed) September 2008 - September 2011
Skills
Microsoft Office, Manage Client..., Operations Improvement, Problem Solving, Microsoft Word, Critical Thinking, Microsoft Excel, PowerPoint, Analysis, Facebook, Teamwork, Sales, Outlook, Travel Planning, Data Entry, Microsoft Publisher, Mathematica, Matlab, Mac OS X, Windows 7, Apple Aperture, iOS, Data Analysis
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
National University of Ireland, Galway 2011 — 2011
Bachelor's degree, English Literature (British and Commonwealth), 3.9
Western Connecticut State University 2011 — 2011
Bachelor's degree, Economics, 3.9
New Canaan High School
Julie Faber Julie Faber's First Republic Bank Experience 1998 - 2010
Job Experienced Marketing Executive
Industry Marketing and Advertising
Experience
Solo Aquatics February 2013 - Present
Merrill Lynch 2007 - 2010
First Republic Bank 1998 - 2010
Skills
Microsoft Office, Customer Service, Management, Marketing, Microsoft Excel, Strategic Planning, Public Speaking, Leadership, Marketing Strategy
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Sociology
Loyola Marymount University
Master's Degree, Special Education and Teaching
Solo Aquatics February 2013 - Present
Merrill Lynch 2007 - 2010
First Republic Bank 1998 - 2010
Skills
Microsoft Office, Customer Service, Management, Marketing, Microsoft Excel, Strategic Planning, Public Speaking, Leadership, Marketing Strategy
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Sociology
Loyola Marymount University
Master's Degree, Special Education and Teaching
Sheila L. Smith's First Republic Bank Experience January 2010 - Present
Job Senior Vendor Relations Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2010 - Present
Applied Biosystems August 2009 - March 2012
Lumetra November 2006 - December 2008
Otis Spunkmeyer 2004 - 2006
QRS Corporation 2002 - 2003
Metricom 2000 - 2001
E/O Networks April 1998 - July 1999
Cisco Systems 1995 - 1997
Octel 1984 - 1995
Skills
Contract Negotiation, Vendor Management, Project Management, Program Management, Process Improvement, Contract Management, Training, Risk Management, Negotiation, Start-ups, Management, Human Resources, Analysis, Compliance & Risk..., Team Mentoring
Education
John F. Kennedy University 1973 — 1975
Masters, Marriage, Family and Child Counseling
University of California, Santa Cruz 1969 — 1973
BA, Psych
George Washington Univ
Course work, Federal Contracting
First Republic Bank January 2010 - Present
Applied Biosystems August 2009 - March 2012
Lumetra November 2006 - December 2008
Otis Spunkmeyer 2004 - 2006
QRS Corporation 2002 - 2003
Metricom 2000 - 2001
E/O Networks April 1998 - July 1999
Cisco Systems 1995 - 1997
Octel 1984 - 1995
Skills
Contract Negotiation, Vendor Management, Project Management, Program Management, Process Improvement, Contract Management, Training, Risk Management, Negotiation, Start-ups, Management, Human Resources, Analysis, Compliance & Risk..., Team Mentoring
Education
John F. Kennedy University 1973 — 1975
Masters, Marriage, Family and Child Counseling
University of California, Santa Cruz 1969 — 1973
BA, Psych
George Washington Univ
Course work, Federal Contracting
J Tito Coronado J Tito Coronado's First Republic Bank Experience September 2014 - Present
Job Director, Problem and Incident Management at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank September 2014 - Present
American Red Cross - Bay Area Chapter (volunteer) October 2013 - Present
DreamWorks Animation February 2014 - September 2014
Kaiser Permanente IT January 2010 - August 2013
HP Enterprise Services (formerly EDS) 2007 - 2010
EDS 2006 - 2007
EDS 2002 - 2006
EDS 1998 - 2002
Skills
Data Center, IT Outsourcing, IT Service Management, PMP, Service Delivery, ITIL, Incident Management, IT Strategy, HP, IT Operations, Project Delivery, Servers, ITIL Certified, Cisco Technologies, Integration, Sla, Requirements Analysis, SDLC, Vendor Management, IT Management, Information Technology, Infrastructure, Enterprise Software, Release Management, Disaster Recovery, Outsourcing, Virtualization, IT Transformation, Process Engineering, Resource Management, Business Process, Project Portfolio..., Business Process..., Management, System Deployment, Business Analysis, Process Improvement, Service Management, Global Delivery, Applications, SEI CMM, Problem Management, Problem Analysis, Collaboration, Team Facilitation, Technical Staff..., Customer Service, Customer Support, Strategy Implementation, Training
Education
Lawrence Technological University 1998 — 2000
MBA, CIS
Lawrence Technological University 1987 — 1988
BS CIS, Computer Information Systems
Michigan Technological University 1972 — 1974
Mathematics
First Republic Bank September 2014 - Present
American Red Cross - Bay Area Chapter (volunteer) October 2013 - Present
DreamWorks Animation February 2014 - September 2014
Kaiser Permanente IT January 2010 - August 2013
HP Enterprise Services (formerly EDS) 2007 - 2010
EDS 2006 - 2007
EDS 2002 - 2006
EDS 1998 - 2002
Skills
Data Center, IT Outsourcing, IT Service Management, PMP, Service Delivery, ITIL, Incident Management, IT Strategy, HP, IT Operations, Project Delivery, Servers, ITIL Certified, Cisco Technologies, Integration, Sla, Requirements Analysis, SDLC, Vendor Management, IT Management, Information Technology, Infrastructure, Enterprise Software, Release Management, Disaster Recovery, Outsourcing, Virtualization, IT Transformation, Process Engineering, Resource Management, Business Process, Project Portfolio..., Business Process..., Management, System Deployment, Business Analysis, Process Improvement, Service Management, Global Delivery, Applications, SEI CMM, Problem Management, Problem Analysis, Collaboration, Team Facilitation, Technical Staff..., Customer Service, Customer Support, Strategy Implementation, Training
Education
Lawrence Technological University 1998 — 2000
MBA, CIS
Lawrence Technological University 1987 — 1988
BS CIS, Computer Information Systems
Michigan Technological University 1972 — 1974
Mathematics
Lindsay Hansman Lindsay Hansman's First Republic Bank Experience August 2013 - April 2015
Job Associate at First Republic Private Wealth Managememt
Industry Financial Services
Experience
First Republic Private Wealth Management April 2015 - Present
First Republic Bank August 2013 - April 2015
First Republic Bank February 2013 - August 2013
Unique Restoration and Remodeling, Inc. July 2012 - February 2013
Bare Naked Bakery and Cafe July 2010 - August 2012
Rockville Centre Recreation October 2008 - August 2011
Education
Manhattan College 2009 — 2013
Bachelor of Science (B.S.), Finance and Management, 3.4
First Republic Private Wealth Management April 2015 - Present
First Republic Bank August 2013 - April 2015
First Republic Bank February 2013 - August 2013
Unique Restoration and Remodeling, Inc. July 2012 - February 2013
Bare Naked Bakery and Cafe July 2010 - August 2012
Rockville Centre Recreation October 2008 - August 2011
Education
Manhattan College 2009 — 2013
Bachelor of Science (B.S.), Finance and Management, 3.4
Diana Cooper Diana Cooper's First Republic Bank Experience February 2014 - Present
Job BSA/AML Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2014 - Present
BNY Mellon February 2007 - December 2012
BNY Mellon May 2005 - February 2007
BNY Mellon February 2001 - May 2005
Skills
Research, Risk Management, Custom Reporting, Client Relations Skills, Client Co-ordination, Client Education, Asset Allocation, Compliance, Project Management, Data Analysis, Management, Business Analysis, CRM, Databases, Analysis
Education
New England College of Business and Finance 2013 — 2014
Master's Degree, Business Ethics and Compliance
St. Anselm College 1985 — 1989
Bachelor's degree, History
Metropolitan College at Boston University
Certificate, Paralegal
First Republic Bank February 2014 - Present
BNY Mellon February 2007 - December 2012
BNY Mellon May 2005 - February 2007
BNY Mellon February 2001 - May 2005
Skills
Research, Risk Management, Custom Reporting, Client Relations Skills, Client Co-ordination, Client Education, Asset Allocation, Compliance, Project Management, Data Analysis, Management, Business Analysis, CRM, Databases, Analysis
Education
New England College of Business and Finance 2013 — 2014
Master's Degree, Business Ethics and Compliance
St. Anselm College 1985 — 1989
Bachelor's degree, History
Metropolitan College at Boston University
Certificate, Paralegal
Christopher J. Kleven Christopher J. Kleven's First Republic Bank Experience August 2015 - Present
Job Residential Loan Servicing Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2015 - Present
First Republic Bank April 2015 - August 2015
First Republic Bank November 2014 - April 2015
First Bank November 2009 - July 2014
First Bank September 2007 - September 2008
First Bank April 2005 - September 2007
Ritz Camera December 2001 - April 2005
Skills
Customer Service, Banking, Credit, Retail Banking, Loans, Risk Management, Project Management, Commercial Banking, Outlook, Payments, Consumer Lending, Finance
Education
Mission College 2007 — 2009
Associate's Degree, General Education with a concentration in Accounting
First Republic Bank August 2015 - Present
First Republic Bank April 2015 - August 2015
First Republic Bank November 2014 - April 2015
First Bank November 2009 - July 2014
First Bank September 2007 - September 2008
First Bank April 2005 - September 2007
Ritz Camera December 2001 - April 2005
Skills
Customer Service, Banking, Credit, Retail Banking, Loans, Risk Management, Project Management, Commercial Banking, Outlook, Payments, Consumer Lending, Finance
Education
Mission College 2007 — 2009
Associate's Degree, General Education with a concentration in Accounting
John Barrett, CFP® John Barrett, CFP®'s First Republic Bank Experience January 2011 - August 2012
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust August 2012 - Present
First Republic Bank January 2011 - August 2012
TD Bank Group May 2004 - February 2011
JPMorgan Chase January 1995 - May 2004
Prudential Securities 1992 - 1994
Skills
Banking, Private Banking, Wealth Management, Financial Services, High Net Worth..., New Business Development, Small Business Lending, Portfolio Management, Management, Sales, Series 7, Leadership, Investments, Mortgage Lending, Credit, Credit Analysis, Relationship Management
Education
Iona College 1989 — 1991
Bachelor of Science (B.S.), Business Administration
NRHS
University of Maryland College Park
US Trust August 2012 - Present
First Republic Bank January 2011 - August 2012
TD Bank Group May 2004 - February 2011
JPMorgan Chase January 1995 - May 2004
Prudential Securities 1992 - 1994
Skills
Banking, Private Banking, Wealth Management, Financial Services, High Net Worth..., New Business Development, Small Business Lending, Portfolio Management, Management, Sales, Series 7, Leadership, Investments, Mortgage Lending, Credit, Credit Analysis, Relationship Management
Education
Iona College 1989 — 1991
Bachelor of Science (B.S.), Business Administration
NRHS
University of Maryland College Park
Robyn Daniels Robyn Daniels's First Republic Bank Experience December 2012 - June 2013
Job Vice President Branch Manager Rabobank
Industry Banking
Experience
Rabobank January 2014 - Present
First Republic Bank December 2012 - June 2013
First Citizens Bank >First Citizens Bancshares June 2010 - December 2012
First Private Bank & Trust September 2008 - June 2010
Downey Savings March 1999 - August 2008
Coast Federal Bank February 1992 - February 1996
Skills
Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages, Loan Origination, Private Banking, Wealth Management, Cash Management, Small Business, Small Business Lending, Risk Management, Investments, Underwriting, Retail Banking, Consumer Lending, Mortgage Banking, New Business Development, Refinance, Finance, Financial Services, Portfolio Management, Lines Of Credit, Sales, Relationship Management, Cross Selling, Management, Treasury Management, Branch Management, Strategic Financial..., Leadership, Business Development, Insurance, Residential Mortgages, Financial Analysis, Financial Risk, Funding, Real Estate Financing, SBA, FHA, Asset Based Lending, Construction Loans, Merchant Services, Executive Management, Retirement Planning, Commercial Real Estate, Credit Risk
Education
Moorpark College
Film Radio and Television
West Covina High School 1965 — 1968
Rabobank January 2014 - Present
First Republic Bank December 2012 - June 2013
First Citizens Bank >First Citizens Bancshares June 2010 - December 2012
First Private Bank & Trust September 2008 - June 2010
Downey Savings March 1999 - August 2008
Coast Federal Bank February 1992 - February 1996
Skills
Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages, Loan Origination, Private Banking, Wealth Management, Cash Management, Small Business, Small Business Lending, Risk Management, Investments, Underwriting, Retail Banking, Consumer Lending, Mortgage Banking, New Business Development, Refinance, Finance, Financial Services, Portfolio Management, Lines Of Credit, Sales, Relationship Management, Cross Selling, Management, Treasury Management, Branch Management, Strategic Financial..., Leadership, Business Development, Insurance, Residential Mortgages, Financial Analysis, Financial Risk, Funding, Real Estate Financing, SBA, FHA, Asset Based Lending, Construction Loans, Merchant Services, Executive Management, Retirement Planning, Commercial Real Estate, Credit Risk
Education
Moorpark College
Film Radio and Television
West Covina High School 1965 — 1968
Gina Tursi's First Republic Bank Experience May 2015 - Present
Job Client Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
Chase August 2014 - Present
JPMorgan Chase November 2011 - July 2014
Bank of America January 2009 - January 2011
Bank of America January 2009 - January 2010
EAST ROCKAWAY SCHOOL DISTRICT January 2005 - January 2009
Skills
Loans, Team Building, Customer Service, Negotiation, Leadership, Coaching, Policy, Mortgage Lending, Management, Time Management, Customer Retention, Training, Customer Experience, Risk Management, Banking
Education
Nassau Community College 1984 — 1986
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
First Republic Bank May 2015 - Present
Chase August 2014 - Present
JPMorgan Chase November 2011 - July 2014
Bank of America January 2009 - January 2011
Bank of America January 2009 - January 2010
EAST ROCKAWAY SCHOOL DISTRICT January 2005 - January 2009
Skills
Loans, Team Building, Customer Service, Negotiation, Leadership, Coaching, Policy, Mortgage Lending, Management, Time Management, Customer Retention, Training, Customer Experience, Risk Management, Banking
Education
Nassau Community College 1984 — 1986
Associate of Science (A.S.), Criminal Justice/Law Enforcement Administration
Michele Albano-Bassetti Michele Albano-Bassetti's First Republic Bank Experience September 1996 - March 2012
Job Administrative Services
Industry Legal Services
Experience
Williams Lea @ Morrison & Forester LLP July 2014 - Present
Williams Lea @ Paul Hastings LLP July 2012 - July 2014
First Republic Bank September 1996 - March 2012
Studio 19 1993 - 1996
Skills
PowerPoint, Banking, Financial Analysis, Budgets, Leadership, Risk Management, Process Improvement, Contract Negotiation, Management, Outlook, Microsoft Excel, Customer Service, Vendor Management, Sales
Education
Middlesex County College 2011 — 2011
Project Management
Kings Borough Community College
Williams Lea @ Morrison & Forester LLP July 2014 - Present
Williams Lea @ Paul Hastings LLP July 2012 - July 2014
First Republic Bank September 1996 - March 2012
Studio 19 1993 - 1996
Skills
PowerPoint, Banking, Financial Analysis, Budgets, Leadership, Risk Management, Process Improvement, Contract Negotiation, Management, Outlook, Microsoft Excel, Customer Service, Vendor Management, Sales
Education
Middlesex County College 2011 — 2011
Project Management
Kings Borough Community College
Brent Yocom's First Republic Bank Experience July 2011 - May 2012
Job Senior UI/UX Designer at Yodlee
Industry Online Media
Experience
Yodlee October 2012 - Present
Bell Biosystems August 2010 - Present
First Republic Bank July 2011 - May 2012
GoGrid November 2010 - May 2011
Delaware Valley Regional Planning Commission (DVRPC) November 2002 - April 2009
Digital Movement Productions 1999 - 2006
UAI InfoTech April 2002 - September 2002
Imirage March 2000 - July 2001
Montgomery and Partners / Earl Palmer Brown Interactive (EPBi) September 1999 - March 2000
Skills
HTML, Graphic Design, CSS, Dreamweaver, User Interface Design, Flash, User Interface, Web Design, Photoshop, Web Development, Adobe Creative Suite, Illustrator, InDesign, Advertising, SEO, JavaScript, User Experience, Microsoft Office, Email Marketing, Adobe Acrobat, Creative Direction
Education
Kutztown University of Pennsylvania 1995 — 1999
BFA, Communication Design
Daniel Boone High School 1991 — 1999
Graduate, Academic
Yodlee October 2012 - Present
Bell Biosystems August 2010 - Present
First Republic Bank July 2011 - May 2012
GoGrid November 2010 - May 2011
Delaware Valley Regional Planning Commission (DVRPC) November 2002 - April 2009
Digital Movement Productions 1999 - 2006
UAI InfoTech April 2002 - September 2002
Imirage March 2000 - July 2001
Montgomery and Partners / Earl Palmer Brown Interactive (EPBi) September 1999 - March 2000
Skills
HTML, Graphic Design, CSS, Dreamweaver, User Interface Design, Flash, User Interface, Web Design, Photoshop, Web Development, Adobe Creative Suite, Illustrator, InDesign, Advertising, SEO, JavaScript, User Experience, Microsoft Office, Email Marketing, Adobe Acrobat, Creative Direction
Education
Kutztown University of Pennsylvania 1995 — 1999
BFA, Communication Design
Daniel Boone High School 1991 — 1999
Graduate, Academic
Glen Barton Glen Barton's First Republic Bank Experience 1997 - 2001
Job Principal
Industry Management Consulting
Experience
MacDonald & Barton, LLC. September 2014 - Present
Gilbane TPM October 2005 - September 2014
Union Bank 2001 - 2005
First Republic Bank 1997 - 2001
Princess Cruises 1993 - 1995
Princess Cruises 1993 - 1995
Skills
Construction, Construction Management, Contract Management, Contract Negotiation, LEED AP, MS Project, Management, Project Management, Value Engineering, Strategic Planning, Move Management, Proposal Writing, Project Planning, Budgets, Team Building, Facilities Management, Dispute Resolution, Transition Management, Program Management, Microsoft Project
Education
Johnson & Wales University
Sheehan
University of Connecticut
MacDonald & Barton, LLC. September 2014 - Present
Gilbane TPM October 2005 - September 2014
Union Bank 2001 - 2005
First Republic Bank 1997 - 2001
Princess Cruises 1993 - 1995
Princess Cruises 1993 - 1995
Skills
Construction, Construction Management, Contract Management, Contract Negotiation, LEED AP, MS Project, Management, Project Management, Value Engineering, Strategic Planning, Move Management, Proposal Writing, Project Planning, Budgets, Team Building, Facilities Management, Dispute Resolution, Transition Management, Program Management, Microsoft Project
Education
Johnson & Wales University
Sheehan
University of Connecticut
Keith Byron Keith Byron's First Republic Bank Experience August 1999 - December 2011
Job Business System Analyst III at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
US Bank December 2014 - May 2015
The Choral Project March 2000 - December 2014
Wells Fargo March 2014 - November 2014
Wells Fargo May 2013 - December 2013
Fremont Bank July 2012 - December 2012
First Republic Bank August 1999 - December 2011
Mason Street Theater 1999 - 2005
The Choral Project 2002 - 2004
Virtual World 1994 - 1996
Skills
Administration, HTML, Information Technology, System Administration
Education
Ohlone College 1991 — 1991
Mt. San Antonio College 1990 — 1991
Diamond Bar High School 1986 — 1990
Diploma
U.S. Bank June 2015 - Present
US Bank December 2014 - May 2015
The Choral Project March 2000 - December 2014
Wells Fargo March 2014 - November 2014
Wells Fargo May 2013 - December 2013
Fremont Bank July 2012 - December 2012
First Republic Bank August 1999 - December 2011
Mason Street Theater 1999 - 2005
The Choral Project 2002 - 2004
Virtual World 1994 - 1996
Skills
Administration, HTML, Information Technology, System Administration
Education
Ohlone College 1991 — 1991
Mt. San Antonio College 1990 — 1991
Diamond Bar High School 1986 — 1990
Diploma
Gregory Mondello Jr. Gregory Mondello Jr.'s First Republic Bank Experience March 2015 - Present
Job Wire Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
Naveo Credit Union July 2011 - March 2015
BlackRock March 2006 - January 2011
KeyBank June 2005 - March 2006
WORLD EXPRESS INC May 2004 - September 2004
Skills
Investments, Customer Service, Microsoft Excel, Finance, Loans, Auditing, Accounting, Series 63, Banking, Credit, Financial Analysis, Risk Management, Series 6, Mutual Funds, Financial Services, Securities, Equities, ACH, Bank Secrecy Act, Asset Management, Bloomberg
Education
Merrimack College 2001 — 2005
Bachelor's Degree, International Business
First Republic Bank March 2015 - Present
Naveo Credit Union July 2011 - March 2015
BlackRock March 2006 - January 2011
KeyBank June 2005 - March 2006
WORLD EXPRESS INC May 2004 - September 2004
Skills
Investments, Customer Service, Microsoft Excel, Finance, Loans, Auditing, Accounting, Series 63, Banking, Credit, Financial Analysis, Risk Management, Series 6, Mutual Funds, Financial Services, Securities, Equities, ACH, Bank Secrecy Act, Asset Management, Bloomberg
Education
Merrimack College 2001 — 2005
Bachelor's Degree, International Business
Robert Rigoroso Robert Rigoroso's First Republic Bank Experience October 2012 - May 2014
Job President Omniscient Private Wealth Advisory Group
Industry Financial Services
Experience
Omniscient Private Wealth Advisory Group May 2014 - Present
Malkin Appliances October 2010 - Present
First Republic Bank October 2012 - May 2014
Fieldpont Private March 2012 - October 2012
US Trust November 2006 - March 2012
Citi 2000 - 2006
Bank of New York Mellon 1998 - 2000
Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Mergers, Mergers & Acquisitions, Real Estate, Sales, Investment Management, Marketing, Management, Estate Planning, Loans, Trading, Forecasting, Financial Analysis, Budgets, Portfolio Management, Securities, Financial Structuring, Asset Allocation, Corporate Finance, Cash Management, Estate Tax Planning, Wealth Management..., Team Building, Marketing Strategy, Finance, Investments, Banking, High Net Worth..., Asset Management, Financial Advisory
Education
State University of New York College at Oneonta 1981 — 1985
BS, Business Economics
Hofstra University
Omniscient Private Wealth Advisory Group May 2014 - Present
Malkin Appliances October 2010 - Present
First Republic Bank October 2012 - May 2014
Fieldpont Private March 2012 - October 2012
US Trust November 2006 - March 2012
Citi 2000 - 2006
Bank of New York Mellon 1998 - 2000
Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Mergers, Mergers & Acquisitions, Real Estate, Sales, Investment Management, Marketing, Management, Estate Planning, Loans, Trading, Forecasting, Financial Analysis, Budgets, Portfolio Management, Securities, Financial Structuring, Asset Allocation, Corporate Finance, Cash Management, Estate Tax Planning, Wealth Management..., Team Building, Marketing Strategy, Finance, Investments, Banking, High Net Worth..., Asset Management, Financial Advisory
Education
State University of New York College at Oneonta 1981 — 1985
BS, Business Economics
Hofstra University
Jeff Marver Jeff Marver's First Republic Bank Experience September 2014 - Present
Job Commercial/Construction Loan Specialist
Industry Banking
Experience
First Republic Bank September 2014 - Present
First Republic Bank September 2013 - September 2014
First Republic Bank January 2012 - August 2013
First Republic Bank June 2011 - January 2012
Skills
Economics, Commercial Banking, Private Banking, Wealth Management, Relationship Management, Mortgage Lending, Commercial Lending, Asset Allocation, Leadership
Education
Lafayette College 2007 — 2011
B.A. Economics, Political Science
Town School for Boys
First Republic Bank September 2014 - Present
First Republic Bank September 2013 - September 2014
First Republic Bank January 2012 - August 2013
First Republic Bank June 2011 - January 2012
Skills
Economics, Commercial Banking, Private Banking, Wealth Management, Relationship Management, Mortgage Lending, Commercial Lending, Asset Allocation, Leadership
Education
Lafayette College 2007 — 2011
B.A. Economics, Political Science
Town School for Boys
Annie Bourke Annie Bourke's First Republic Bank Experience October 2013 - Present
Job Sales and Service Associate, Foreign Exchange at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2013 - Present
Lewis & Clark Office of Sponsored Research September 2011 - May 2013
Senate Election Campaign, Friends of Mazie Hirono July 2012 - August 2012
Hawaiian Water Sports June 2011 - August 2011
Office of Congresswoman Hirono September 2010 - December 2010
Hawaii State Department of Business, Economic Development & Tourism June 2010 - August 2010
Skills
Research, Economics, International Relations, Qualitative Research, Policy Analysis, PowerPoint, Sales, Finance, Microsoft Office
Education
Lewis and Clark College 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
Punahou School 2005 — 2009
Diploma
First Republic Bank October 2013 - Present
Lewis & Clark Office of Sponsored Research September 2011 - May 2013
Senate Election Campaign, Friends of Mazie Hirono July 2012 - August 2012
Hawaiian Water Sports June 2011 - August 2011
Office of Congresswoman Hirono September 2010 - December 2010
Hawaii State Department of Business, Economic Development & Tourism June 2010 - August 2010
Skills
Research, Economics, International Relations, Qualitative Research, Policy Analysis, PowerPoint, Sales, Finance, Microsoft Office
Education
Lewis and Clark College 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
Punahou School 2005 — 2009
Diploma
Claudine Smith Claudine Smith's First Republic Bank Experience 1995 - 1996
Job Legal Assistant at Pepco Holdings, Inc.
Industry Utilities
Experience
Pepco Holdings, Inc. September 2005 - Present
Marshall, Dennehey, Warner, Coleman & Goggin 2000 - 2005
Paul H. Scull, Esquire 1996 - 2000
First Republic Bank 1995 - 1996
Gail J. Edwards, Esquire 1993 - 1995
Hyatt Legal Plans f/k/a Hyatt Legal Services 1990 - 1993
Skills
Corporate Law, Commercial Litigation, Family Law, Civil Litigation, Litigation
Education
Wilmington University
Legal Studies w/minor in BA
University of Delaware 1996 — 1998
Economics
Katherine Gibbs School 1990 — 1991
Paralegal Studies
Alexis I DuPont HS 1986 — 1989
Pepco Holdings, Inc. September 2005 - Present
Marshall, Dennehey, Warner, Coleman & Goggin 2000 - 2005
Paul H. Scull, Esquire 1996 - 2000
First Republic Bank 1995 - 1996
Gail J. Edwards, Esquire 1993 - 1995
Hyatt Legal Plans f/k/a Hyatt Legal Services 1990 - 1993
Skills
Corporate Law, Commercial Litigation, Family Law, Civil Litigation, Litigation
Education
Wilmington University
Legal Studies w/minor in BA
University of Delaware 1996 — 1998
Economics
Katherine Gibbs School 1990 — 1991
Paralegal Studies
Alexis I DuPont HS 1986 — 1989
Carly Zieminski Carly Zieminski's First Republic Bank Experience June 2010 - May 2012
Job Elementary Educator
Industry Education Management
Experience
Inner City Education Foundation August 2012 - Present
Teach For America July 2012 - Present
First Republic Bank June 2010 - May 2012
Skills
Curriculum Development, Social Media, Teaching, Public Speaking, Analysis, Professional..., Teaching Writing, Teaching Reading, teaching mathematics, Technology Integration, Facebook, Management, Classroom, Coaching, Microsoft Excel
Education
Loyola Marymount University 2012 — 2014
Master's degree, Urban Education - Emphasis on Digital Literacy
University of Southern California 2008 — 2012
Bachelor of Arts, Psychology, Business Administration
Marymount High School
Marymount High School
Inner City Education Foundation August 2012 - Present
Teach For America July 2012 - Present
First Republic Bank June 2010 - May 2012
Skills
Curriculum Development, Social Media, Teaching, Public Speaking, Analysis, Professional..., Teaching Writing, Teaching Reading, teaching mathematics, Technology Integration, Facebook, Management, Classroom, Coaching, Microsoft Excel
Education
Loyola Marymount University 2012 — 2014
Master's degree, Urban Education - Emphasis on Digital Literacy
University of Southern California 2008 — 2012
Bachelor of Arts, Psychology, Business Administration
Marymount High School
Marymount High School
Joe Galloway's First Republic Bank Experience January 2007 - March 2009
Job Systems Engineer at Zynga Inc.
Industry Information Technology and Services
Experience
Zynga January 2013 - Present
Pacific Gas and Electric Company October 2011 - January 2013
Cisco July 2009 - December 2011
First Republic Bank January 2007 - March 2009
Lawrence Livermore National Laboratory March 2005 - January 2007
MSI Consultant May 2004 - January 2005
Johnson & Johnson April 2000 - December 2003
Skills
Active Directory, SCCM, Windows Server, Windows 7, VMware, VBScript, IIS, System Deployment, Microsoft Exchange, Servers, XP, Troubleshooting, TCP/IP, Software Documentation, Technical Support, Software Installation, Group Policy, Windows XP, Citrix
Education
University of Phoenix
BSB/IS, Information Systems
Las Positas College
Zynga January 2013 - Present
Pacific Gas and Electric Company October 2011 - January 2013
Cisco July 2009 - December 2011
First Republic Bank January 2007 - March 2009
Lawrence Livermore National Laboratory March 2005 - January 2007
MSI Consultant May 2004 - January 2005
Johnson & Johnson April 2000 - December 2003
Skills
Active Directory, SCCM, Windows Server, Windows 7, VMware, VBScript, IIS, System Deployment, Microsoft Exchange, Servers, XP, Troubleshooting, TCP/IP, Software Documentation, Technical Support, Software Installation, Group Policy, Windows XP, Citrix
Education
University of Phoenix
BSB/IS, Information Systems
Las Positas College
Gary Farro Gary Farro's First Republic Bank Experience March 2008 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2008 - Present
Wachovia, A Wells Fargo Company January 1999 - March 2008
Skills
Private Banking, Credit Analysis, Small Business Lending, Loans, Wealth Management, Series 7, Credit, Investment Advisory, Asset Allocation, Mortgage, Cash Management, Investments, Mortgage Lending, Financial Analysis, Finance
Education
Monmouth University 1994 — 1998
BS, Business Administration
First Republic Bank March 2008 - Present
Wachovia, A Wells Fargo Company January 1999 - March 2008
Skills
Private Banking, Credit Analysis, Small Business Lending, Loans, Wealth Management, Series 7, Credit, Investment Advisory, Asset Allocation, Mortgage, Cash Management, Investments, Mortgage Lending, Financial Analysis, Finance
Education
Monmouth University 1994 — 1998
BS, Business Administration
Craig Nichols's First Republic Bank Experience August 2011 - Present
Job Manager, Preferred Banking Office at FIRST REPUBLIC BANK
Industry Financial Services
Experience
FIRST REPUBLIC BANK August 2011 - Present
SOVEREIGN/SANTANDER BANK July 2010 - August 2011
APPLIED SEMICONDUCTOR, INC September 2008 - May 2009
SIGNATURE PRIVATE BANK March 2007 - August 2008
HSBC BANK September 2005 - March 2007
HSBC BANK September 2001 - August 2005
CITIBANK, NA November 1999 - September 2001
Fleet Bank February 1998 - October 1999
Fleet Bank March 1996 - January 1998
Skills
Banking, Relationship Management, Payment Systems, Financial Modeling, Strategy, Business
Education
Hofstra University
Bachelor of Arts Degree, American Literature
LIU Post
Master of Science, Counseling Psychology
North Brookfield High School
FIRST REPUBLIC BANK August 2011 - Present
SOVEREIGN/SANTANDER BANK July 2010 - August 2011
APPLIED SEMICONDUCTOR, INC September 2008 - May 2009
SIGNATURE PRIVATE BANK March 2007 - August 2008
HSBC BANK September 2005 - March 2007
HSBC BANK September 2001 - August 2005
CITIBANK, NA November 1999 - September 2001
Fleet Bank February 1998 - October 1999
Fleet Bank March 1996 - January 1998
Skills
Banking, Relationship Management, Payment Systems, Financial Modeling, Strategy, Business
Education
Hofstra University
Bachelor of Arts Degree, American Literature
LIU Post
Master of Science, Counseling Psychology
North Brookfield High School
Thomas Bridges Thomas Bridges's First Republic Bank Experience September 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
Vanguard October 2012 - January 2013
Citigroup May 2010 - July 2012
Genotec Nutritionals November 2005 - August 2008
Excel Flooring Inc January 2003 - November 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Office 2007, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Operational Due..., Data Entry, Fitness Training, Retail Banking, Inventory Management, Equipment Maintenance, Investments, Series 63, Series 6, Qualified Retirement..., 401k
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Psychology
First Republic Bank September 2013 - Present
Vanguard October 2012 - January 2013
Citigroup May 2010 - July 2012
Genotec Nutritionals November 2005 - August 2008
Excel Flooring Inc January 2003 - November 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Office 2007, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Operational Due..., Data Entry, Fitness Training, Retail Banking, Inventory Management, Equipment Maintenance, Investments, Series 63, Series 6, Qualified Retirement..., 401k
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Kendra Haugh's First Republic Bank Experience August 2015 - Present
Job Intelligence Analyst Fellow
Industry Higher Education
Experience
First Republic Bank August 2015 - Present
Dept of the Treasury/Financial Crimes Enforcement Network January 2015 - August 2015
Mirabel Hotel & Restaurant Group July 2013 - January 2015
Trio Carmel September 2012 - September 2013
Associated Students May 2012 - June 2013
Sigma Iota Rho August 2012 - May 2013
Skills
Customer Service, Teamwork, Event Planning, Event Management, PowerPoint, Microsoft Office, Time Management, Social Media, Outlook, Public Speaking, Research, Microsoft Word, Facebook, Microsoft Excel
Education
Monterey Institute of International Studies 2013 — 2015
International Policy Studies, Trade, Investment, and Development
California State University-Monterey Bay 2009 — 2013
Global Studies, Business Minor
First Republic Bank August 2015 - Present
Dept of the Treasury/Financial Crimes Enforcement Network January 2015 - August 2015
Mirabel Hotel & Restaurant Group July 2013 - January 2015
Trio Carmel September 2012 - September 2013
Associated Students May 2012 - June 2013
Sigma Iota Rho August 2012 - May 2013
Skills
Customer Service, Teamwork, Event Planning, Event Management, PowerPoint, Microsoft Office, Time Management, Social Media, Outlook, Public Speaking, Research, Microsoft Word, Facebook, Microsoft Excel
Education
Monterey Institute of International Studies 2013 — 2015
International Policy Studies, Trade, Investment, and Development
California State University-Monterey Bay 2009 — 2013
Global Studies, Business Minor
Julie Esposito, CPA Julie Esposito, CPA's First Republic Bank Experience February 2015 - Present
Job Senior Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2014 - February 2015
JPMorgan Chase & Co. March 2013 - July 2014
BB&T April 2012 - February 2013
BB&T July 2010 - April 2012
Skills
Monarch Pro, SAS, ACL, Cognos Finance, Adobe Acrobat Pro, Microsoft Access, Tax Law Research, Internal Control..., Issue Remediation, Internal Reporting, Tax, Internal Controls, Financial Analysis, Cognos, Loans
Education
Wake Forest University 2009 — 2010
M.S., Accountancy
Midway College 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
First Republic Bank February 2015 - Present
First Republic Bank July 2014 - February 2015
JPMorgan Chase & Co. March 2013 - July 2014
BB&T April 2012 - February 2013
BB&T July 2010 - April 2012
Skills
Monarch Pro, SAS, ACL, Cognos Finance, Adobe Acrobat Pro, Microsoft Access, Tax Law Research, Internal Control..., Issue Remediation, Internal Reporting, Tax, Internal Controls, Financial Analysis, Cognos, Loans
Education
Wake Forest University 2009 — 2010
M.S., Accountancy
Midway College 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Jim Denver Jim Denver's First Republic Bank Experience May 2012 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2012 - Present
California Bank & Trust June 1999 - May 2012
Citibank June 1996 - June 1999
First Interstate Bank 1987 - 1996
Skills
Letters Of Credit, Credit, Commercial Mortgages, Loans, Real Estate, Cash Management, Team Building, New Business Development, Budgeting, Sales Management, Compliance, Mortgage, Commercial Lending, Coaching, Business Planning, LinkedIn, Social Media, Mortgage Lending, Budgets, Commercial Banking, Goal-driven leader, Banking, Mortgage Banking, Credit Analysis, Management, Private Banking, Retail Banking, Consumer Lending, Small Business Lending, Portfolio Management, Investments, Real Estate Economics, Leadership, Middle Market, Loan Origination, SBA, Underwriting, Lines Of Credit, Real Estate Financing, Treasury Management, Construction Loans, Cash Flow Lending, Credit Risk, Commercial Real Estate, Financial Structuring, Finance, Structured Finance, Funding, Due Diligence, Asset Management
Education
Loyola Marymount University 1984 — 1986
BA, Political Science
Linfield College 1983 — 1984
Political Science and Business
Menlo College 1982 — 1983
AA studies
Rolling Hills 1978 — 1982
First Republic Bank May 2012 - Present
California Bank & Trust June 1999 - May 2012
Citibank June 1996 - June 1999
First Interstate Bank 1987 - 1996
Skills
Letters Of Credit, Credit, Commercial Mortgages, Loans, Real Estate, Cash Management, Team Building, New Business Development, Budgeting, Sales Management, Compliance, Mortgage, Commercial Lending, Coaching, Business Planning, LinkedIn, Social Media, Mortgage Lending, Budgets, Commercial Banking, Goal-driven leader, Banking, Mortgage Banking, Credit Analysis, Management, Private Banking, Retail Banking, Consumer Lending, Small Business Lending, Portfolio Management, Investments, Real Estate Economics, Leadership, Middle Market, Loan Origination, SBA, Underwriting, Lines Of Credit, Real Estate Financing, Treasury Management, Construction Loans, Cash Flow Lending, Credit Risk, Commercial Real Estate, Financial Structuring, Finance, Structured Finance, Funding, Due Diligence, Asset Management
Education
Loyola Marymount University 1984 — 1986
BA, Political Science
Linfield College 1983 — 1984
Political Science and Business
Menlo College 1982 — 1983
AA studies
Rolling Hills 1978 — 1982
Dusty Dodge Dusty Dodge's First Republic Bank Experience January 2013 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2013 - Present
Sabadell Bank & Trust June 2010 - January 2013
Wachovia, Wells Fargo July 2007 - March 2010
Fifth Third Bank April 2005 - June 2007
Skills
Wealth Management, Loans, Investments, Mortgage Lending, Banking, Private Banking, Credit, Investment Strategies, Portfolio Management, Retail Banking, Series 7, Commercial Banking, Credit Analysis, Series 63, Alternative Investments, Securities, Retirement Planning, Cross Selling, Business Development, Financial Services
Education
Miami University 2000 — 2004
BS, psychology
University Liggett School 1990 — 2000
First Republic Bank January 2013 - Present
Sabadell Bank & Trust June 2010 - January 2013
Wachovia, Wells Fargo July 2007 - March 2010
Fifth Third Bank April 2005 - June 2007
Skills
Wealth Management, Loans, Investments, Mortgage Lending, Banking, Private Banking, Credit, Investment Strategies, Portfolio Management, Retail Banking, Series 7, Commercial Banking, Credit Analysis, Series 63, Alternative Investments, Securities, Retirement Planning, Cross Selling, Business Development, Financial Services
Education
Miami University 2000 — 2004
BS, psychology
University Liggett School 1990 — 2000
Dan Monar Dan Monar's First Republic Bank Experience April 1998 - December 2009
Job ACN Independent Representative
Industry Telecommunications
Experience
ACN March 2010 - Present
First Republic Bank April 1998 - December 2009
Sumitomo Bank of California February 1995 - April 1998
Education
Monterey Peninsula College 1974 — 1976
Accounting
ACN March 2010 - Present
First Republic Bank April 1998 - December 2009
Sumitomo Bank of California February 1995 - April 1998
Education
Monterey Peninsula College 1974 — 1976
Accounting
Holly Boyd's First Republic Bank Experience 1993 - 1994
Job Mortgage Loan Officer at CROSS KEYS BANK
Industry Financial Services
Experience
Cross Keys Bank August 2014 - Present
Eustis Mortgage 2012 - 2014
Regions Financial Corporation 2010 - 2012
Mortgage Loan Consultants 2008 - 2009
First Horizon Home Loans 2007 - 2008
Wachovia Mortgage 2006 - 2007
Chase 1998 - 2006
Trustmark Bank 1994 - 1998
First Republic Bank 1993 - 1994
Central Bank 1985 - 1990
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Loan Origination, VA Loans, Home Loans, Mortgage Loan Officer, FHA Financing, Banking, Conventional loans, Real Estate, Residential Homes, Refinance, VA financing, Rural Development home..., Jumbo loans, Realtor Open Houses, Credit, Construction Loans, Business Development, Finance, New Business Development, Public Relations, Underwriting, First Time Home Buyers, Investment Properties, Short Sales, Foreclosures
Education
Louisiana Tech University
Cross Keys Bank August 2014 - Present
Eustis Mortgage 2012 - 2014
Regions Financial Corporation 2010 - 2012
Mortgage Loan Consultants 2008 - 2009
First Horizon Home Loans 2007 - 2008
Wachovia Mortgage 2006 - 2007
Chase 1998 - 2006
Trustmark Bank 1994 - 1998
First Republic Bank 1993 - 1994
Central Bank 1985 - 1990
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Loan Origination, VA Loans, Home Loans, Mortgage Loan Officer, FHA Financing, Banking, Conventional loans, Real Estate, Residential Homes, Refinance, VA financing, Rural Development home..., Jumbo loans, Realtor Open Houses, Credit, Construction Loans, Business Development, Finance, New Business Development, Public Relations, Underwriting, First Time Home Buyers, Investment Properties, Short Sales, Foreclosures
Education
Louisiana Tech University
Katarina Cejic Katarina Cejic's First Republic Bank Experience May 2015 - Present
Job BSA/AML at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2015 - Present
Erie Insurance Group June 2014 - May 2015
Mercyhurst University September 2013 - May 2015
Skills
Adobe Creative Suite, Negotiation, Microsoft Excel, Networking, Microsoft Office, Social Media, Leadership, Research, Communication, Interior Design, Drawing, Italian, Painting, Web Design, SketchUp, Enterprise Architecture, Project Management, Strategic Planning, Entrepreneurship, German, Writing, Illustration, Graphic Design, Human Resources, Visio, Public Speaking, Data Analysis, ACH, SWOT analysis, Market Research, Competitive Intelligence
Education
Mercyhurst University 2013 — 2015
Master's degree, Applied Intelligence
University of arts, Belgrade 2008 — 2012
Bachelor of Arts (BA), Interior Design
First Republic Bank May 2015 - Present
Erie Insurance Group June 2014 - May 2015
Mercyhurst University September 2013 - May 2015
Skills
Adobe Creative Suite, Negotiation, Microsoft Excel, Networking, Microsoft Office, Social Media, Leadership, Research, Communication, Interior Design, Drawing, Italian, Painting, Web Design, SketchUp, Enterprise Architecture, Project Management, Strategic Planning, Entrepreneurship, German, Writing, Illustration, Graphic Design, Human Resources, Visio, Public Speaking, Data Analysis, ACH, SWOT analysis, Market Research, Competitive Intelligence
Education
Mercyhurst University 2013 — 2015
Master's degree, Applied Intelligence
University of arts, Belgrade 2008 — 2012
Bachelor of Arts (BA), Interior Design
Danilo Svorcan's First Republic Bank Experience June 2015 - Present
Job BSA/AML Intelligence Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
Mercyhurst University January 2012 - May 2015
Mercyhurst University September 2010 - May 2015
Erie Insurance Group September 2014 - November 2014
Erie Insurance Group June 2014 - September 2014
Erie Insurance Group June 2013 - December 2013
Charysma band December 2012 - June 2013
Skills
Intelligence Analysis, Business Intelligence, Geospatial Intelligence, Data Analysis, Competitor Intelligence, Time Management, Wargaming, Business Analysis, Market Research, Music, SWOT analysis, Composition, Public Speaking, Marketing, Sports, Organizational..., Research, Training, Multimedia, Entrepreneurship, Leadership, Business Process..., Microsoft Office, Performer, Customer Service, Microsoft Excel
Education
Mercyhurst College 2010 — 2015
Bachelor of Art, Business Competitive Intelligence; Music
First Republic Bank June 2015 - Present
Mercyhurst University January 2012 - May 2015
Mercyhurst University September 2010 - May 2015
Erie Insurance Group September 2014 - November 2014
Erie Insurance Group June 2014 - September 2014
Erie Insurance Group June 2013 - December 2013
Charysma band December 2012 - June 2013
Skills
Intelligence Analysis, Business Intelligence, Geospatial Intelligence, Data Analysis, Competitor Intelligence, Time Management, Wargaming, Business Analysis, Market Research, Music, SWOT analysis, Composition, Public Speaking, Marketing, Sports, Organizational..., Research, Training, Multimedia, Entrepreneurship, Leadership, Business Process..., Microsoft Office, Performer, Customer Service, Microsoft Excel
Education
Mercyhurst College 2010 — 2015
Bachelor of Art, Business Competitive Intelligence; Music
Chris Forcino's First Republic Bank Experience June 2011 - May 2013
Job Assistant Vice President and Sales Manager at Amalgamated Bank
Industry Financial Services
Experience
Unity Electric Co., Inc April 2015 - Present
Amalgamated Bank May 2013 - April 2015
First Republic Bank June 2011 - May 2013
Allan Briteway Electrical Contractors Inc May 2010 - April 2011
Skills
Banking, Retail Banking, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Small Business Lending, Consumer Lending, Financial Modeling, Sales, Financial Services, Management, Cross Selling
Education
Ithaca College 2007 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Unity Electric Co., Inc April 2015 - Present
Amalgamated Bank May 2013 - April 2015
First Republic Bank June 2011 - May 2013
Allan Briteway Electrical Contractors Inc May 2010 - April 2011
Skills
Banking, Retail Banking, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Cash Management, Small Business Lending, Consumer Lending, Financial Modeling, Sales, Financial Services, Management, Cross Selling
Education
Ithaca College 2007 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Angela Vetter, CFE Angela Vetter, CFE's First Republic Bank Experience March 2014 - August 2015
Job Investigator II at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Les Mills International January 2014 - Present
First Republic Bank March 2014 - August 2015
U.S. Bank November 2013 - March 2014
Golds Gym March 2011 - January 2014
U.S. Bank September 2010 - November 2013
U.S. Bank November 2005 - September 2010
United States Postal Service July 2004 - September 2005
Skills
Corporate Security, Private Investigations, Fitness, Fitness Training, Fraud, Certified Fraud Examiner, Corporate Fraud..., Fitness Instruction, Bank Secrecy Act, Criminal Law, Personal Training, Law Enforcement..., Background Checks, Investigation, AML, Law Enforcement, Surveillance, Risk Management, Anti Money Laundering, Fraud Investigations, Internal Investigations, Physical Security
Education
Minnesota State University, Moorhead 1998 — 2002
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Wells Fargo August 2015 - Present
Les Mills International January 2014 - Present
First Republic Bank March 2014 - August 2015
U.S. Bank November 2013 - March 2014
Golds Gym March 2011 - January 2014
U.S. Bank September 2010 - November 2013
U.S. Bank November 2005 - September 2010
United States Postal Service July 2004 - September 2005
Skills
Corporate Security, Private Investigations, Fitness, Fitness Training, Fraud, Certified Fraud Examiner, Corporate Fraud..., Fitness Instruction, Bank Secrecy Act, Criminal Law, Personal Training, Law Enforcement..., Background Checks, Investigation, AML, Law Enforcement, Surveillance, Risk Management, Anti Money Laundering, Fraud Investigations, Internal Investigations, Physical Security
Education
Minnesota State University, Moorhead 1998 — 2002
Bachelor of Science (B.S.), Health and Physical Education/Fitness
Morgan Jayroe Morgan Jayroe's First Republic Bank Experience September 2012 - Present
Job Funder/Closer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2012 - Present
Beeline Digital Hive, LLC November 2009 - September 2012
Barnes & Noble August 2008 - November 2009
db Home Lending LLC August 2004 - October 2007
Skills
Data Entry, Microsoft Word, Microsoft Excel, Document Review, DataTrac, Doc Magic, Loan Energizer!, Legal Documents, American Sign Language, Data Conversion, Customer Service, Databases, Database Administration, Depository Operations, Adobe Acrobat, Docs, Mortgage Lending, Management, Underwriting, Mortgage Banking, Banking
Education
Catalina Foothills High School
High School Diploma
Diablo Valley College
Business
Irvine Valley College
First Republic Bank September 2012 - Present
Beeline Digital Hive, LLC November 2009 - September 2012
Barnes & Noble August 2008 - November 2009
db Home Lending LLC August 2004 - October 2007
Skills
Data Entry, Microsoft Word, Microsoft Excel, Document Review, DataTrac, Doc Magic, Loan Energizer!, Legal Documents, American Sign Language, Data Conversion, Customer Service, Databases, Database Administration, Depository Operations, Adobe Acrobat, Docs, Mortgage Lending, Management, Underwriting, Mortgage Banking, Banking
Education
Catalina Foothills High School
High School Diploma
Diablo Valley College
Business
Irvine Valley College
Christopher Nyberg Christopher Nyberg's First Republic Bank Experience June 2012 - June 2015
Job Associate Director
Industry Investment Management
Experience
First Republic Private Wealth Management June 2015 - Present
First Republic Bank June 2012 - June 2015
Astera Financial Group April 2011 - June 2012
BanyanSeed February 2010 - January 2011
UVM Russian House August 2008 - May 2009
DHL August 2007 - January 2008
University of Vermont August 2006 - May 2007
Skills
Python, NumPy, R, VBA, Microsoft SQL Server, Excel, Accounting, Microsoft Office, Bloomberg Terminal, Investment Research, Leadership, Research, Finance, Russian, Statistics, Databases, Financial Software...
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 2009 — 2011
MBA, Finance
UCLA Extension 2009 — 2011
Accounting Certificate, Accounting
University of Vermont 2006 — 2009
BA, Russian Language
Moscow Humanities University 2007 — 2008
TORFL 2, Russian Language
Lomonosov Moscow State University (MSU) 2004 — 2005
TORFL 1 (BA Russian Certification), Russian Language
First Republic Private Wealth Management June 2015 - Present
First Republic Bank June 2012 - June 2015
Astera Financial Group April 2011 - June 2012
BanyanSeed February 2010 - January 2011
UVM Russian House August 2008 - May 2009
DHL August 2007 - January 2008
University of Vermont August 2006 - May 2007
Skills
Python, NumPy, R, VBA, Microsoft SQL Server, Excel, Accounting, Microsoft Office, Bloomberg Terminal, Investment Research, Leadership, Research, Finance, Russian, Statistics, Databases, Financial Software...
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 2009 — 2011
MBA, Finance
UCLA Extension 2009 — 2011
Accounting Certificate, Accounting
University of Vermont 2006 — 2009
BA, Russian Language
Moscow Humanities University 2007 — 2008
TORFL 2, Russian Language
Lomonosov Moscow State University (MSU) 2004 — 2005
TORFL 1 (BA Russian Certification), Russian Language
Corey Dahline Corey Dahline's First Republic Bank Experience June 2005 - Present
Job First Republic Bank Wine Lender
Industry Banking
Experience
First Republic Bank June 2005 - Present
Land Trust of Napa County 2005 - Present
St. Helena Little League September 2012 - Present
Sun and Stars Montessori School January 2007 - January 2012
Silicon Valley Bank 1992 - 2005
Education
Thunderbird School of Global Management 1990 — 1991
Masters of International Business
Minnesota State University, Mankato 1986 — 1990
Business Administration, Finance, International Business, Spanish
Mankato East High School 1981 — 1985
Diploma, General
First Republic Bank June 2005 - Present
Land Trust of Napa County 2005 - Present
St. Helena Little League September 2012 - Present
Sun and Stars Montessori School January 2007 - January 2012
Silicon Valley Bank 1992 - 2005
Education
Thunderbird School of Global Management 1990 — 1991
Masters of International Business
Minnesota State University, Mankato 1986 — 1990
Business Administration, Finance, International Business, Spanish
Mankato East High School 1981 — 1985
Diploma, General
Becky Woo Becky Woo's First Republic Bank Experience 2003 - 2004
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2012 - Present
HSBC Securities 2008 - 2012
HSBC Securities 2006 - 2008
Asset Management Finance 2004 - 2006
First Republic Bank 2003 - 2004
JPMorgan Chase 1999 - 2002
Citi June 1998 - September 1998
McKinsey & Company 1995 - 1997
Skills
Structured Finance, Valuation, Credit, Investment Banking, Hedge Funds, Loans, Credit Analysis, Due Diligence, Corporate Bank, Management Consulting, Private Equity, Private Banking, Restructuring, Banking, Finance, Commercial Banking, Equities, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Fixed Income, Financial Risk, Risk Management, Asset Management
Education
MIT Sloan School of Management 1997 — 1999
MBA, Financial Management
New York University, Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Marketing
Citi 2012 - Present
HSBC Securities 2008 - 2012
HSBC Securities 2006 - 2008
Asset Management Finance 2004 - 2006
First Republic Bank 2003 - 2004
JPMorgan Chase 1999 - 2002
Citi June 1998 - September 1998
McKinsey & Company 1995 - 1997
Skills
Structured Finance, Valuation, Credit, Investment Banking, Hedge Funds, Loans, Credit Analysis, Due Diligence, Corporate Bank, Management Consulting, Private Equity, Private Banking, Restructuring, Banking, Finance, Commercial Banking, Equities, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Fixed Income, Financial Risk, Risk Management, Asset Management
Education
MIT Sloan School of Management 1997 — 1999
MBA, Financial Management
New York University, Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Marketing
Ajay Ruthiya Ajay Ruthiya's First Republic Bank Experience September 2014 - Present
Job ActimizeTechnical Lead at First Republic Bank
Industry Banking
Experience
First Republic Bank September 2014 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. February 2007 - September 2014
Hexaware April 2004 - January 2007
Siemens Information Systems Ltd August 2003 - April 2004
ABM Knowledgeware Ltd January 2003 - July 2003
Skills
Requirements Analysis, SDLC, Testing, Java Enterprise Edition, Data Warehousing, Vendor Management, Software Project..., Enterprise Software, Business Analysis, Enterprise Architecture, Security, Risk Management, Management, Architecture, Project Management, Architectures, WLF, RCM, Actimize SAM 3.7, Functional Requirements, Disaster Recovery, Actimize, Enterprise Risk..., Business Process..., Fircosoft Product Suite, Bridger Insight XG
Education
AMIMR 2000 — 2000
PGDAC Advanced Computing, Software
Nagpur University 1995 — 1999
B.E, Industrial Electronics
First Republic Bank September 2014 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. February 2007 - September 2014
Hexaware April 2004 - January 2007
Siemens Information Systems Ltd August 2003 - April 2004
ABM Knowledgeware Ltd January 2003 - July 2003
Skills
Requirements Analysis, SDLC, Testing, Java Enterprise Edition, Data Warehousing, Vendor Management, Software Project..., Enterprise Software, Business Analysis, Enterprise Architecture, Security, Risk Management, Management, Architecture, Project Management, Architectures, WLF, RCM, Actimize SAM 3.7, Functional Requirements, Disaster Recovery, Actimize, Enterprise Risk..., Business Process..., Fircosoft Product Suite, Bridger Insight XG
Education
AMIMR 2000 — 2000
PGDAC Advanced Computing, Software
Nagpur University 1995 — 1999
B.E, Industrial Electronics
Yuriy Shvets Yuriy Shvets's First Republic Bank Experience May 2010 - March 2012
Job EBusiness Sys Consultant
Industry Computer Software
Experience
Wells Fargo May 2012 - Present
First Republic Bank May 2010 - March 2012
Greyhill Consulting LLC. Client: LeapFrog November 2009 - April 2010
IBM October 2008 - October 2009
Virgin Mobile October 2006 - October 2008
Magenic Technologies January 2005 - February 2006
BIO-RAD Laboratories October 2003 - December 2004
Publicis Dialog December 2002 - August 2003
Industry2Industry August 2000 - September 2002
Skills
Test Automation, Test Planning, Testing, Test Cases, Bugzilla, Agile Methodologies
Education
Kaunas University of Technology 1994 — 1997
BS, electronics
Wells Fargo May 2012 - Present
First Republic Bank May 2010 - March 2012
Greyhill Consulting LLC. Client: LeapFrog November 2009 - April 2010
IBM October 2008 - October 2009
Virgin Mobile October 2006 - October 2008
Magenic Technologies January 2005 - February 2006
BIO-RAD Laboratories October 2003 - December 2004
Publicis Dialog December 2002 - August 2003
Industry2Industry August 2000 - September 2002
Skills
Test Automation, Test Planning, Testing, Test Cases, Bugzilla, Agile Methodologies
Education
Kaunas University of Technology 1994 — 1997
BS, electronics
randi sellers randi sellers's First Republic Bank Experience March 2010 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2010 - Present
Wells Fargo Advisors/Wells Fargo Retail Banking September 2008 - March 2010
Bank of America April 2005 - August 2008
UPS Security Systems February 2002 - March 2004
Kastle Systems April 1997 - August 2001
Western Capital Resources Inc September 1991 - March 1997
JMB Realty Corporation September 1988 - August 1991
Skills
Commercial Banking, Retail Banking, Credit, Consumer Lending, Loans, Commercial Lending, Banking, Private Banking, Small Business Lending, Credit Analysis, Mortgage Lending
Education
Kent State University
First Republic Bank March 2010 - Present
Wells Fargo Advisors/Wells Fargo Retail Banking September 2008 - March 2010
Bank of America April 2005 - August 2008
UPS Security Systems February 2002 - March 2004
Kastle Systems April 1997 - August 2001
Western Capital Resources Inc September 1991 - March 1997
JMB Realty Corporation September 1988 - August 1991
Skills
Commercial Banking, Retail Banking, Credit, Consumer Lending, Loans, Commercial Lending, Banking, Private Banking, Small Business Lending, Credit Analysis, Mortgage Lending
Education
Kent State University
Brandon Ice's First Republic Bank Experience March 2008 - May 2008
Job Telecpmmunications and VideoConferencing Systems Administrator
Industry Information Technology and Services
Experience
Independent Contractor April 2008 - Present
First Republic Bank March 2008 - May 2008
Google February 2007 - June 2007
IBM Global Services June 2006 - February 2007
Norcal Mutual Insurance June 2004 - June 2005
United Behavioral Health November 2000 - March 2004
Pacific Gateway Exchange June 1999 - September 2000
Pacific Gateway Exchange November 1998 - June 1999
Skills
VoIP, Telecommunications, Networking, Video Conferencing, Routing, Switches, Avaya, Project Management, Customer Service, WAN, Telephony, Call Centers, Avaya Technologies, Call Center, Product Management, Team Leadership, Microsoft Office, Product Marketing, Editing, Social Media, Cisco Call Manager, Technical Writing, Unified Communications, Technical Support, Troubleshooting, Hardware, Wireless, Integration, Testing
Education
University of California Berkeley Extension 2012 — 2012
Post-Baccalaureate Certificate in Information Systems and Management, Management Information Systems and Services
San Jose State University 2008 — 2010
Master of Library & Information Science (MLIS), Library and Information Science
Stanford University 1999 — 1999
Continuing Studies, Bay Region Architecture
Kenyon College 1994 — 1998
B.A., English
The Ohio State University 1992 — 1992
Stone Laboratory, Summer Biology Laboratory
Independent Contractor April 2008 - Present
First Republic Bank March 2008 - May 2008
Google February 2007 - June 2007
IBM Global Services June 2006 - February 2007
Norcal Mutual Insurance June 2004 - June 2005
United Behavioral Health November 2000 - March 2004
Pacific Gateway Exchange June 1999 - September 2000
Pacific Gateway Exchange November 1998 - June 1999
Skills
VoIP, Telecommunications, Networking, Video Conferencing, Routing, Switches, Avaya, Project Management, Customer Service, WAN, Telephony, Call Centers, Avaya Technologies, Call Center, Product Management, Team Leadership, Microsoft Office, Product Marketing, Editing, Social Media, Cisco Call Manager, Technical Writing, Unified Communications, Technical Support, Troubleshooting, Hardware, Wireless, Integration, Testing
Education
University of California Berkeley Extension 2012 — 2012
Post-Baccalaureate Certificate in Information Systems and Management, Management Information Systems and Services
San Jose State University 2008 — 2010
Master of Library & Information Science (MLIS), Library and Information Science
Stanford University 1999 — 1999
Continuing Studies, Bay Region Architecture
Kenyon College 1994 — 1998
B.A., English
The Ohio State University 1992 — 1992
Stone Laboratory, Summer Biology Laboratory
Russell Myers Russell Myers's First Republic Bank Experience February 2013 - Present
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2013 - Present
Citi March 2004 - February 2013
JPMorgan Chase February 1993 - July 2003
Skills
Credit Analysis, Marketing, Sales Process, Professional Services, Sports Coaching, Structured Finance, Equities, Fixed Income, Portfolio Management, Capital Markets, Banking, Commercial Banking, Loans, Financial Services, Credit
Education
Long Island University, C.W. Post Campus 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Fredonia
Bachelor of Science (BS), Marketing
First Republic Bank February 2013 - Present
Citi March 2004 - February 2013
JPMorgan Chase February 1993 - July 2003
Skills
Credit Analysis, Marketing, Sales Process, Professional Services, Sports Coaching, Structured Finance, Equities, Fixed Income, Portfolio Management, Capital Markets, Banking, Commercial Banking, Loans, Financial Services, Credit
Education
Long Island University, C.W. Post Campus 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Fredonia
Bachelor of Science (BS), Marketing
Joe Pugliese's First Republic Bank Experience September 2015 - Present
Job Graduated from Pace University
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
Jared Rodecker Jared Rodecker's First Republic Bank Experience February 2014 - January 2015
Job Associate Director of Data Science
Industry Marketing and Advertising
Experience
RAPP February 2015 - Present
First Republic Bank February 2014 - January 2015
InsideTrack May 2013 - December 2013
Synchrony Financial March 2012 - May 2013
Union Bank June 2008 - March 2012
California State University, East Bay June 2002 - December 2008
Fair Isaac March 2007 - June 2008
Verisk Analytics 2006 - 2007
Social Policy Research Associates March 2004 - February 2006
Los Rios Community College District June 2001 - August 2003
Skills
Risk Management, Marketing Analytics, Predictive Modeling, SAS, Analytics, Logistic Regression, Data Mining, Credit Scoring, SAS programming, Basel II, Credit Risk, R, Tableau, Credit Cards, Analysis, Statistical Modeling, Data Analysis, Business Analysis, Portfolio Management, Financial Risk, Management, Financial Modeling, Consulting, Predictive Analytics
Education
University of California, Davis 1999 — 2003
M.A., Economics
Iowa State University 1996 — 1999
B.S., Economics
RAPP February 2015 - Present
First Republic Bank February 2014 - January 2015
InsideTrack May 2013 - December 2013
Synchrony Financial March 2012 - May 2013
Union Bank June 2008 - March 2012
California State University, East Bay June 2002 - December 2008
Fair Isaac March 2007 - June 2008
Verisk Analytics 2006 - 2007
Social Policy Research Associates March 2004 - February 2006
Los Rios Community College District June 2001 - August 2003
Skills
Risk Management, Marketing Analytics, Predictive Modeling, SAS, Analytics, Logistic Regression, Data Mining, Credit Scoring, SAS programming, Basel II, Credit Risk, R, Tableau, Credit Cards, Analysis, Statistical Modeling, Data Analysis, Business Analysis, Portfolio Management, Financial Risk, Management, Financial Modeling, Consulting, Predictive Analytics
Education
University of California, Davis 1999 — 2003
M.A., Economics
Iowa State University 1996 — 1999
B.S., Economics
Amy (Olsheskie) Black's First Republic Bank Experience February 2015 - Present
Job Sales Support Administrator & Assistant to Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank May 2011 - Present
CSI Capital Management March 2011 - April 2011
News America Marketing June 2010 - November 2010
RMS Media Group June 2008 - August 2008
Education
University of San Diego 2006 — 2010
BA, Communication Studies, Minor in Sociology
Hong Kong Baptist University
Communication Studies, Business Negotiation
First Republic Bank February 2015 - Present
First Republic Bank May 2011 - Present
CSI Capital Management March 2011 - April 2011
News America Marketing June 2010 - November 2010
RMS Media Group June 2008 - August 2008
Education
University of San Diego 2006 — 2010
BA, Communication Studies, Minor in Sociology
Hong Kong Baptist University
Communication Studies, Business Negotiation
Anthony Canino Anthony Canino's First Republic Bank Experience April 2015 - Present
Job Credit Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2015 - Present
The Progress Fund June 2013 - April 2015
Cigna January 2012 - December 2012
BNY Mellon February 2010 - January 2012
Skills
Commercial Lending, Community Development, Economic Development, Financial Analysis, Financial Reporting, Loans, Valuation, Relationship Management, Finance, Microsoft Office, Customer Service
Education
Lehigh University 2005 — 2009
Bachelor of Science (BS), Finance, General
First Republic Bank April 2015 - Present
The Progress Fund June 2013 - April 2015
Cigna January 2012 - December 2012
BNY Mellon February 2010 - January 2012
Skills
Commercial Lending, Community Development, Economic Development, Financial Analysis, Financial Reporting, Loans, Valuation, Relationship Management, Finance, Microsoft Office, Customer Service
Education
Lehigh University 2005 — 2009
Bachelor of Science (BS), Finance, General
Kenneth Lau Kenneth Lau's First Republic Bank Experience June 2014 - Present
Job VP, Director Compliance Monitoring at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2014 - Present
First Republic Bank June 2012 - June 2014
First Republic Bank July 2005 - June 2012
Providian Financial November 1999 - June 2005
Motorola 1993 - 1999
Skills
Team Building, Risk Assessment, Performance Appraisal, Internal Audit, IT Audit, Sarbanes-Oxley, Cross-functional Team..., Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Information Security, Governance, Auditing, COBIT, Banking, Business Continuity, Management, Information Technology, Financial Services, Financial Risk, Fraud, Operational Risk..., Operational Risk, SDLC, CISA, Security, Program Management, Due Diligence, Risk Management, Disaster Recovery, COSO, Process Improvement, Information Security..., Business Analysis, IT Management, PCI DSS, Vendor Management, Business Process..., Strategy, Leadership, AML, Business Process, GLBA, IT Strategy, Computer Security, PMO, Business Process..., Data Privacy, ISO 27001, Finance
Education
Southern Illinois University, Edwardsville 1988 — 1990
MBA, International Business
Michigan State University 1984 — 1988
BA, Material Logistic Management
South East London College 1982 — 1984
A Level
Christ College- Blackheath 1978 — 1982
O Level
St Paul Co-Ed
First Republic Bank June 2014 - Present
First Republic Bank June 2012 - June 2014
First Republic Bank July 2005 - June 2012
Providian Financial November 1999 - June 2005
Motorola 1993 - 1999
Skills
Team Building, Risk Assessment, Performance Appraisal, Internal Audit, IT Audit, Sarbanes-Oxley, Cross-functional Team..., Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Information Security, Governance, Auditing, COBIT, Banking, Business Continuity, Management, Information Technology, Financial Services, Financial Risk, Fraud, Operational Risk..., Operational Risk, SDLC, CISA, Security, Program Management, Due Diligence, Risk Management, Disaster Recovery, COSO, Process Improvement, Information Security..., Business Analysis, IT Management, PCI DSS, Vendor Management, Business Process..., Strategy, Leadership, AML, Business Process, GLBA, IT Strategy, Computer Security, PMO, Business Process..., Data Privacy, ISO 27001, Finance
Education
Southern Illinois University, Edwardsville 1988 — 1990
MBA, International Business
Michigan State University 1984 — 1988
BA, Material Logistic Management
South East London College 1982 — 1984
A Level
Christ College- Blackheath 1978 — 1982
O Level
St Paul Co-Ed
Karen Zeisler's First Republic Bank Experience October 2006 - June 2008
Job Officer at Zeisler Family Foundation
Industry Philanthropy
Experience
3 Z's Properties LLC January 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago August 2012 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2012 - Present
Zeisler Family Foundation June 2011 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago September 2013 - September 2015
Retired June 2008 - August 2011
First Republic Bank October 2006 - June 2008
Garrett Popcorn Shops 1992 - 2005
Genuine Auto Parts 1991 - 1992
Stein & Company 1981 - 1983
Skills
developing family..., philanthropist, Non-profit..., Board Development, Program Development, Marketing, Media Relations, Strategy, Editing
Education
Loyola University Chicago 1977 — 1979
Business
Pitzer College 1974 — 1976
studied, Sociology
Catlin Gabel 1972 — 1974
Aiken High School 1971 — 1972
College Prep
3 Z's Properties LLC January 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago August 2012 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2012 - Present
Zeisler Family Foundation June 2011 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago September 2013 - September 2015
Retired June 2008 - August 2011
First Republic Bank October 2006 - June 2008
Garrett Popcorn Shops 1992 - 2005
Genuine Auto Parts 1991 - 1992
Stein & Company 1981 - 1983
Skills
developing family..., philanthropist, Non-profit..., Board Development, Program Development, Marketing, Media Relations, Strategy, Editing
Education
Loyola University Chicago 1977 — 1979
Business
Pitzer College 1974 — 1976
studied, Sociology
Catlin Gabel 1972 — 1974
Aiken High School 1971 — 1972
College Prep
Kaila Kushner's First Republic Bank Experience April 2015 - Present
Job Insurance Associate at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank April 2015 - Present
McDonald Hopkins LLC May 2014 - August 2014
Cedarbrook Financial Partners August 2013 - August 2013
Sugati Publications January 2013 - May 2013
Heinen's July 2008 - August 2012
Education
Miami University 2010 — 2014
Bachelor's degree, Political Science
Solon High School 2008 — 2010
First Republic Bank April 2015 - Present
McDonald Hopkins LLC May 2014 - August 2014
Cedarbrook Financial Partners August 2013 - August 2013
Sugati Publications January 2013 - May 2013
Heinen's July 2008 - August 2012
Education
Miami University 2010 — 2014
Bachelor's degree, Political Science
Solon High School 2008 — 2010
Eugene Vargas's First Republic Bank Experience June 2012 - December 2012
Job Mortgage Loan Processor at Sterling Bank and Trust
Industry Banking
Experience
Sterling Bank and Trust June 2013 - Present
First Republic Bank June 2012 - December 2012
Loan Administration Network, Inc. (LANI) April 2012 - December 2012
Wainwright Bank October 2005 - March 2011
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Mortgage Banking, Small Business Lending, Credit Risk, Branch Banking, Cross Selling, NMLS Licensed, Income Tax, TIC, Fractional Ownership, Insurance, Finance, Loan Origination, Customer Service, Lines Of Credit, Refinance, Microsoft Office, Sales, Management
Education
Middlesex Community College
New England College of Business and Finance
Business Administration, Management and Operations
Sterling Bank and Trust June 2013 - Present
First Republic Bank June 2012 - December 2012
Loan Administration Network, Inc. (LANI) April 2012 - December 2012
Wainwright Bank October 2005 - March 2011
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Mortgage Banking, Small Business Lending, Credit Risk, Branch Banking, Cross Selling, NMLS Licensed, Income Tax, TIC, Fractional Ownership, Insurance, Finance, Loan Origination, Customer Service, Lines Of Credit, Refinance, Microsoft Office, Sales, Management
Education
Middlesex Community College
New England College of Business and Finance
Business Administration, Management and Operations
K. Josh Hughes K. Josh Hughes's First Republic Bank Experience April 2012 - April 2013
Job Chiropractic Student & Consultant
Industry Health, Wellness and Fitness
Experience
ChiroTechie September 2015 - Present
Life Chiropractic College West March 2015 - Present
drchrono June 2014 - December 2014
Practice Fusion April 2013 - April 2014
First Republic Bank April 2012 - April 2013
First Republic Bank April 2011 - April 2012
Brown Lloyd James July 2010 - December 2010
CNN March 2010 - May 2010
Kennesaw State University January 2009 - May 2010
Skills
Customer Service, Technical Support, Team Leadership, Software Documentation, Active Directory, BMC Remedy, Interviews, Coaching, Staff Development, Editing, Corporate Communications, Escalation Resolution, ITIL v3 Foundations..., New Hire Training, Social Media, Meeting Planning, Apple OS, Good for Enterprise, Microsoft Office 2010
Education
Life Chiropractic College West 2015 — 2018
Doctor of Chiropractic, Chiropractic
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
ChiroTechie September 2015 - Present
Life Chiropractic College West March 2015 - Present
drchrono June 2014 - December 2014
Practice Fusion April 2013 - April 2014
First Republic Bank April 2012 - April 2013
First Republic Bank April 2011 - April 2012
Brown Lloyd James July 2010 - December 2010
CNN March 2010 - May 2010
Kennesaw State University January 2009 - May 2010
Skills
Customer Service, Technical Support, Team Leadership, Software Documentation, Active Directory, BMC Remedy, Interviews, Coaching, Staff Development, Editing, Corporate Communications, Escalation Resolution, ITIL v3 Foundations..., New Hire Training, Social Media, Meeting Planning, Apple OS, Good for Enterprise, Microsoft Office 2010
Education
Life Chiropractic College West 2015 — 2018
Doctor of Chiropractic, Chiropractic
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Caitlin Young Caitlin Young's First Republic Bank Experience June 2012 - May 2015
Job SharePoint/Web Developer & Business Analyst
Industry Information Technology and Services
Experience
R3 Interworks May 2015 - Present
First Republic Bank June 2012 - May 2015
MDC Vacuum Products, LLC November 2010 - May 2012
COMANCO Environmental Corporation June 2009 - December 2010
Freelance January 1998 - September 2010
FIMC July 2005 - February 2009
FIMC 2006 - 2008
University of South Florida - Campus Computing January 2003 - May 2005
Clean Water Network 1998 - 2005
Natural Resources Defense Council 2004 - 2004
Skills
HTML, SharePoint, Business Requirements, Business Analysis, CSS, JavaScript, ASP.NET, Requirements Gathering, MS Project, Integration, Business Intelligence, SQL, Leadership, Strategic Planning, Databases, CRM, Project Management, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Arts2010, Political Science
New College of Florida 2002 — 2005
Political Science
R3 Interworks May 2015 - Present
First Republic Bank June 2012 - May 2015
MDC Vacuum Products, LLC November 2010 - May 2012
COMANCO Environmental Corporation June 2009 - December 2010
Freelance January 1998 - September 2010
FIMC July 2005 - February 2009
FIMC 2006 - 2008
University of South Florida - Campus Computing January 2003 - May 2005
Clean Water Network 1998 - 2005
Natural Resources Defense Council 2004 - 2004
Skills
HTML, SharePoint, Business Requirements, Business Analysis, CSS, JavaScript, ASP.NET, Requirements Gathering, MS Project, Integration, Business Intelligence, SQL, Leadership, Strategic Planning, Databases, CRM, Project Management, Process Improvement
Education
University of South Florida 2006 — 2010
Bachelor of Arts2010, Political Science
New College of Florida 2002 — 2005
Political Science
Jenna L Orndorf's First Republic Bank Experience January 2012 - February 2015
Job Entrepreneur
Industry Financial Services
Experience
M&T Bank July 2015 - Present
First Republic Bank January 2012 - February 2015
Bank of America 2011 - 2012
Citizens Bank 2011 - 2011
Wells Fargo 2009 - 2011
Dance One Studios 2007 - 2009
Lehigh Commons 2002 - 2007
Skills
Private Banking, Banking, Loans, Credit, Commercial Banking, Wealth Management, Commercial Lending, Portfolio Management, Credit Analysis, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Investments, Wealth Management..., Fixed Income, Equities, Asset Management, Relationship Management, Finance, Management, Financial Analysis, Financial Services, Cash Management, Financial Risk, Loan Origination, Financial Planning, Microsoft Office, Cross Selling, Customer Service, Risk Management, Financial Modeling, Credit Cards, Mortgage Banking, Leadership, Mutual Funds, Funding
Education
Kutztown University of Pennsylvania 2004 — 2009
BSBA, Business Administration and Management, General
Kutztown University of Pennsylvania 2004 — 2009
BSBA, Marketing
Kutztown University of Pennsylvania 2004 — 2009
Bachelor's degree, Sports Management
M&T Bank July 2015 - Present
First Republic Bank January 2012 - February 2015
Bank of America 2011 - 2012
Citizens Bank 2011 - 2011
Wells Fargo 2009 - 2011
Dance One Studios 2007 - 2009
Lehigh Commons 2002 - 2007
Skills
Private Banking, Banking, Loans, Credit, Commercial Banking, Wealth Management, Commercial Lending, Portfolio Management, Credit Analysis, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Credit Risk, Investments, Wealth Management..., Fixed Income, Equities, Asset Management, Relationship Management, Finance, Management, Financial Analysis, Financial Services, Cash Management, Financial Risk, Loan Origination, Financial Planning, Microsoft Office, Cross Selling, Customer Service, Risk Management, Financial Modeling, Credit Cards, Mortgage Banking, Leadership, Mutual Funds, Funding
Education
Kutztown University of Pennsylvania 2004 — 2009
BSBA, Business Administration and Management, General
Kutztown University of Pennsylvania 2004 — 2009
BSBA, Marketing
Kutztown University of Pennsylvania 2004 — 2009
Bachelor's degree, Sports Management
Kim Francesca Martinez Kim Francesca Martinez's First Republic Bank Experience May 2015 - Present
Job Executive Assistant/Writing and Editing Professional
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
McLaren San Francisco April 2015 - Present
Discovery Communications August 2013 - Present
Skills
Blogging, Social Media, Creative Writing, Editing, Copy Editing, Social Media Marketing, Leadership, Management, Social Networking
Education
Menlo College
International Management
St. Ignatius College Preparatory
First Republic Bank May 2015 - Present
McLaren San Francisco April 2015 - Present
Discovery Communications August 2013 - Present
Skills
Blogging, Social Media, Creative Writing, Editing, Copy Editing, Social Media Marketing, Leadership, Management, Social Networking
Education
Menlo College
International Management
St. Ignatius College Preparatory
Sharon Julian Sharon Julian's First Republic Bank Experience May 2015 - June 2015
Job Identity and Access Management Administrator
Industry Financial Services
Experience
First Republic Bank May 2015 - June 2015
Credit Suisse September 2013 - February 2014
DTCC January 2010 - January 2013
DTCC June 1987 - January 2010
DTCC July 1978 - June 1987
Skills
Vanguard/RACF..., IBM AS/400, Lotus Notes and Domino, HTML, RSA SecurID, ISPF Dialog Manager, Serena Changeman, XACT, Service-Now, HP Service Center, PVCS, Enterprise..., Troubleshooting, Disaster Recovery, Mainframe, Active Directory, Information Security, Security, RACF, IT Service Management, SDLC, Infrastructure, Business Continuity, Information Security..., Access
Education
University of Phoenix 2004 — 2007
Bachelor of Science (B.S.), Information Technology
Monroe College 1985 — 1987
Associate's Degree, Information Technology
First Republic Bank May 2015 - June 2015
Credit Suisse September 2013 - February 2014
DTCC January 2010 - January 2013
DTCC June 1987 - January 2010
DTCC July 1978 - June 1987
Skills
Vanguard/RACF..., IBM AS/400, Lotus Notes and Domino, HTML, RSA SecurID, ISPF Dialog Manager, Serena Changeman, XACT, Service-Now, HP Service Center, PVCS, Enterprise..., Troubleshooting, Disaster Recovery, Mainframe, Active Directory, Information Security, Security, RACF, IT Service Management, SDLC, Infrastructure, Business Continuity, Information Security..., Access
Education
University of Phoenix 2004 — 2007
Bachelor of Science (B.S.), Information Technology
Monroe College 1985 — 1987
Associate's Degree, Information Technology
Scott Thomlison Scott Thomlison's First Republic Bank Experience April 2014 - Present
Job Digital Banking Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Loyola Marymount University - Classroom Management September 2012 - May 2014
T Group Productions May 2013 - August 2013
Hidden Valley Ski Resort November 2010 - March 2013
Paddy O's Sports Bar June 2010 - August 2012
Intramural Sports August 2011 - May 2012
Red Shirts Lacrosse March 2011 - June 2011
Skills
Customer Service, Events, Group Instruction, Microsoft Office, Client Services, Banking, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Public Speaking, Social Media, Social Networking, Leadership, Event Planning, Facebook, Wire Transfers, SharePoint
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola Marymount University 2011 — 2015
Finance, General
First Republic Bank April 2014 - Present
Loyola Marymount University - Classroom Management September 2012 - May 2014
T Group Productions May 2013 - August 2013
Hidden Valley Ski Resort November 2010 - March 2013
Paddy O's Sports Bar June 2010 - August 2012
Intramural Sports August 2011 - May 2012
Red Shirts Lacrosse March 2011 - June 2011
Skills
Customer Service, Events, Group Instruction, Microsoft Office, Client Services, Banking, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Public Speaking, Social Media, Social Networking, Leadership, Event Planning, Facebook, Wire Transfers, SharePoint
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola Marymount University 2011 — 2015
Finance, General
Steve S. Lavaeddin's First Republic Bank Experience April 2012 - May 2013
Job V.P. / Branch Manager III at City National Bank
Industry Banking
Experience
California Emergency Mobile Partrol - SEARCH RESCUE June 2008 - Present
City National Bank April 2015 - Present
A.Che May 2013 - April 2015
Parisa Lingerie May 2013 - April 2015
Lava Management Inc. May 2001 - April 2015
Habitat for Humanity San Fernando/Santa Clarita Valleys August 2010 - October 2013
First Republic Bank April 2012 - May 2013
Boston Private Bank & Trust Company May 2008 - April 2012
Encino Chamber of Commerce January 2009 - December 2011
Exclusive Commercial Group May 2006 - April 2010
Skills
Banking, Business Development, Loans, Strategy, Leadership, Mortgage Lending, Commercial Banking, Real Estate, Start-ups, Finance, Small Business, Fundraising, Cash Management, Management, Credit, Marketing Strategy, Portfolio Management, Commercial Mortgages, Negotiation, Small Business Lending, Customer Service, Marketing, CRM, Commercial Lending, Sales Management, New Business Development, Sales, Training, Investments, Product Management, Nonprofits, Risk Management, Customer Relations, Non-profits, Contract Negotiation, Wealth Management, Financial Services, Executive Management, Private Banking, Relationship Management, Business Planning, Strategic Planning, Real Estate Financing, Commercial Real Estate, Retail Banking, Mortgage
Education
Los Angeles Pierce College 1991 — 1996
Taft High School
Taft High School
California Emergency Mobile Partrol - SEARCH RESCUE June 2008 - Present
City National Bank April 2015 - Present
A.Che May 2013 - April 2015
Parisa Lingerie May 2013 - April 2015
Lava Management Inc. May 2001 - April 2015
Habitat for Humanity San Fernando/Santa Clarita Valleys August 2010 - October 2013
First Republic Bank April 2012 - May 2013
Boston Private Bank & Trust Company May 2008 - April 2012
Encino Chamber of Commerce January 2009 - December 2011
Exclusive Commercial Group May 2006 - April 2010
Skills
Banking, Business Development, Loans, Strategy, Leadership, Mortgage Lending, Commercial Banking, Real Estate, Start-ups, Finance, Small Business, Fundraising, Cash Management, Management, Credit, Marketing Strategy, Portfolio Management, Commercial Mortgages, Negotiation, Small Business Lending, Customer Service, Marketing, CRM, Commercial Lending, Sales Management, New Business Development, Sales, Training, Investments, Product Management, Nonprofits, Risk Management, Customer Relations, Non-profits, Contract Negotiation, Wealth Management, Financial Services, Executive Management, Private Banking, Relationship Management, Business Planning, Strategic Planning, Real Estate Financing, Commercial Real Estate, Retail Banking, Mortgage
Education
Los Angeles Pierce College 1991 — 1996
Taft High School
Taft High School
Sofia Ascencio Sofia Ascencio's First Republic Bank Experience June 2015 - July 2015
Job Marketing Intern at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - July 2015
SEPHORA June 2014 - July 2014
Skills
Public Speaking, Leadership, Marketing, Social Media, PowerPoint, Microsoft Word
Education
Macalester College 2015 — 2019
First Republic Bank June 2015 - July 2015
SEPHORA June 2014 - July 2014
Skills
Public Speaking, Leadership, Marketing, Social Media, PowerPoint, Microsoft Word
Education
Macalester College 2015 — 2019
Steven Frigo Steven Frigo's First Republic Bank Experience June 2015 - Present
Job Student at University of San Diego
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
University of San Diego Changemaker Hub 2013 - 2015
American Junior Golf Association 2008 - 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, Research, Problem Solving, Leadership, Microsoft Office, Customer Service, Time Management, Microsoft Word, PowerPoint, Public Speaking, Relationship Management
Education
University of San Diego 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics, Senior
Macquarie University 2014 — 2014
Business Administration and Management, General, Study Abroad
First Republic Bank June 2015 - Present
University of San Diego Changemaker Hub 2013 - 2015
American Junior Golf Association 2008 - 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, Research, Problem Solving, Leadership, Microsoft Office, Customer Service, Time Management, Microsoft Word, PowerPoint, Public Speaking, Relationship Management
Education
University of San Diego 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics, Senior
Macquarie University 2014 — 2014
Business Administration and Management, General, Study Abroad
Umesh Dudaney, PgMP, PMP, PMI-ACP Umesh Dudaney, PgMP, PMP, PMI-ACP's First Republic Bank Experience June 2012 - September 2012
Job Project/Program Manager Consultant at Consultant
Industry Management Consulting
Experience
HBSC Strategic Services, Inc. September 2014 - Present
Xerox November 2013 - June 2014
GE September 2012 - November 2013
First Republic Bank June 2012 - September 2012
IBM July 2010 - January 2012
BigFix, Inc. (an IBM Company) December 2008 - July 2010
Indigo Systems LLC November 2007 - November 2008
Navis July 2005 - October 2007
Visa 2004 - 2005
Premium Brokers 2001 - 2004
Skills
Program Management, Business Analysis, Professional Services..., Requirements Analysis, Testing, Analysis, PMO, PMP, SDLC, Software Project..., Vendor Management, Project Portfolio..., Process Improvement, Product Management, Agile, Process Engineering, Integration, Change Management, Strategic Planning, Risk Management, Business Intelligence, Project Planning, Business Management, Management Consulting, Team Leadership, Cross-functional Team..., Visio, IT Management, IT Strategy, Software Development, Mentoring, Business Strategy, Agile Methodologies, ERP, SaaS, Management, Professional Services, Enterprise Software
Education
PMI 2014 — 2014
ACP, Agile Certified Practitioner
PMI 2011 — 2011
PgMP, PgMP
PMI 2007 — 2007
PMP, PMP Certification
University of Alabama 1986 — 1988
M.S., Computer Science
Karnatak University 1981 — 1985
B.E., Electronics & Communications, Gold Medalist in Engineering
HBSC Strategic Services, Inc. September 2014 - Present
Xerox November 2013 - June 2014
GE September 2012 - November 2013
First Republic Bank June 2012 - September 2012
IBM July 2010 - January 2012
BigFix, Inc. (an IBM Company) December 2008 - July 2010
Indigo Systems LLC November 2007 - November 2008
Navis July 2005 - October 2007
Visa 2004 - 2005
Premium Brokers 2001 - 2004
Skills
Program Management, Business Analysis, Professional Services..., Requirements Analysis, Testing, Analysis, PMO, PMP, SDLC, Software Project..., Vendor Management, Project Portfolio..., Process Improvement, Product Management, Agile, Process Engineering, Integration, Change Management, Strategic Planning, Risk Management, Business Intelligence, Project Planning, Business Management, Management Consulting, Team Leadership, Cross-functional Team..., Visio, IT Management, IT Strategy, Software Development, Mentoring, Business Strategy, Agile Methodologies, ERP, SaaS, Management, Professional Services, Enterprise Software
Education
PMI 2014 — 2014
ACP, Agile Certified Practitioner
PMI 2011 — 2011
PgMP, PgMP
PMI 2007 — 2007
PMP, PMP Certification
University of Alabama 1986 — 1988
M.S., Computer Science
Karnatak University 1981 — 1985
B.E., Electronics & Communications, Gold Medalist in Engineering
David Ritacco David Ritacco's First Republic Bank Experience April 2010 - October 2011
Job Vice PresidentCommercial and Small & Business Lending Manager
Industry Banking
Experience
Patriot National Bank March 2012 - Present
First Republic Bank April 2010 - October 2011
TD Bank February 2008 - March 2009
Wachovia May 2003 - February 2008
Skills
Cold Calling, Customer Service, Customer Relations, Coaching, Research, Finance, Residential and..., Retail Banking, Commercial Banking, Management, Banking, Credit, Customer Satisfaction, Budgets, Investments, Business Development, Microsoft Excel, Portfolio Management, Loans, Commercial Lending, Sales, Small Business Lending, Cross Selling, Leadership, Relationship Management, Mortgage Lending, Analysis
Education
Ithaca College 1999 — 2003
Bachelors, Sports Studies
John Jay 1994 — 1997
Patriot National Bank March 2012 - Present
First Republic Bank April 2010 - October 2011
TD Bank February 2008 - March 2009
Wachovia May 2003 - February 2008
Skills
Cold Calling, Customer Service, Customer Relations, Coaching, Research, Finance, Residential and..., Retail Banking, Commercial Banking, Management, Banking, Credit, Customer Satisfaction, Budgets, Investments, Business Development, Microsoft Excel, Portfolio Management, Loans, Commercial Lending, Sales, Small Business Lending, Cross Selling, Leadership, Relationship Management, Mortgage Lending, Analysis
Education
Ithaca College 1999 — 2003
Bachelors, Sports Studies
John Jay 1994 — 1997
Naomi Greer Naomi Greer's First Republic Bank Experience June 2011 - May 2012
Job Senior Manager, Corporate Communications at The Clorox Company
Industry Public Relations and Communications
Experience
The Clorox Company August 2014 - Present
The Clorox Company February 2014 - August 2014
The Clorox Company April 2013 - February 2014
Alphabet Group July 2012 - April 2013
First Republic Bank June 2011 - May 2012
AABB March 2006 - May 2011
Grocery Manufacturers Association March 2005 - March 2006
American Gaming Association July 1998 - March 2005
Inova Health System April 1996 - July 1998
Burson-Marsteller November 1988 - April 1996
Skills
Writing, Strategic Communications, Editing, Proofreading, Newsletters, Issues Management, Corporate Communications, Internal Communications, Web Content, Email Marketing, AP style writing, Public Relations, Social Media, Marketing Communications, Media Relations, Event Planning, Direct Mail, Creative Direction, Strategy, Publications, Advertising, Editorial, Crisis Communications, Press Releases, Copywriting, Publicity, Speech Writing, Integrated Marketing, Content Management, AP Style
Education
Middlebury College
Bachelor of Arts, History
The George Washington University
Desktop Publishing Specialist Program
The Clorox Company August 2014 - Present
The Clorox Company February 2014 - August 2014
The Clorox Company April 2013 - February 2014
Alphabet Group July 2012 - April 2013
First Republic Bank June 2011 - May 2012
AABB March 2006 - May 2011
Grocery Manufacturers Association March 2005 - March 2006
American Gaming Association July 1998 - March 2005
Inova Health System April 1996 - July 1998
Burson-Marsteller November 1988 - April 1996
Skills
Writing, Strategic Communications, Editing, Proofreading, Newsletters, Issues Management, Corporate Communications, Internal Communications, Web Content, Email Marketing, AP style writing, Public Relations, Social Media, Marketing Communications, Media Relations, Event Planning, Direct Mail, Creative Direction, Strategy, Publications, Advertising, Editorial, Crisis Communications, Press Releases, Copywriting, Publicity, Speech Writing, Integrated Marketing, Content Management, AP Style
Education
Middlebury College
Bachelor of Arts, History
The George Washington University
Desktop Publishing Specialist Program
Stephanie Konopisos's First Republic Bank Experience December 2010 - Present
Job Relationship Manager specializing in the Los Angeles and Orange County Markets
Industry Banking
Experience
First Republic Bank December 2010 - Present
First Republic Bank May 2006 - November 2010
William Morris Endeavor November 2004 - January 2006
Variety January 2003 - August 2004
Plum Productions June 2000 - December 2002
Education
Loyola Marymount University 1997 — 2001
BA, Film Production
Foothill High School
First Republic Bank December 2010 - Present
First Republic Bank May 2006 - November 2010
William Morris Endeavor November 2004 - January 2006
Variety January 2003 - August 2004
Plum Productions June 2000 - December 2002
Education
Loyola Marymount University 1997 — 2001
BA, Film Production
Foothill High School
Mark Royer Mark Royer's First Republic Bank Experience May 2012 - May 2014
Job Founder / Chief Financial Officer at Courtier Wines
Industry Wine and Spirits
Experience
Courtier Wines June 2015 - Present
Palomino Property Group June 2014 - Present
First Republic Bank May 2012 - May 2014
Cooley Godward Kronish LLP November 2008 - May 2012
VLG Investments January 2001 - October 2008
Evergreen Investments 1997 - 2001
Skills
Venture Capital, Mergers, Private Equity, Due Diligence, Securities, Corporate Law, Investments, Mergers & Acquisitions, Litigation, Capital Markets, Portfolio Management, Corporate Governance, Business Strategy, Asset Management, Finance, IPO, Financial Modeling, Corporate Development, Acquisitions, Corporate Finance, Financial Analysis, Securities Regulation, Equities, Valuation, Hedge Funds, Restructuring, Start-ups, Risk Management, Investment Banking, Credit, Alternative Investments, Investor Relations, Executive Management, Loans, Financial Services, Mutual Funds, Strategic Financial..., Commercial Lending, Banking, Leveraged Finance, Fixed Income, Investment Advisory
Education
University of Richmond - Robins School of Business 1998 — 2000
MBA
Lafayette College 1983 — 1987
Bachelor's degree, Economics
Western Reserve Academy 1981 — 1983
Courtier Wines June 2015 - Present
Palomino Property Group June 2014 - Present
First Republic Bank May 2012 - May 2014
Cooley Godward Kronish LLP November 2008 - May 2012
VLG Investments January 2001 - October 2008
Evergreen Investments 1997 - 2001
Skills
Venture Capital, Mergers, Private Equity, Due Diligence, Securities, Corporate Law, Investments, Mergers & Acquisitions, Litigation, Capital Markets, Portfolio Management, Corporate Governance, Business Strategy, Asset Management, Finance, IPO, Financial Modeling, Corporate Development, Acquisitions, Corporate Finance, Financial Analysis, Securities Regulation, Equities, Valuation, Hedge Funds, Restructuring, Start-ups, Risk Management, Investment Banking, Credit, Alternative Investments, Investor Relations, Executive Management, Loans, Financial Services, Mutual Funds, Strategic Financial..., Commercial Lending, Banking, Leveraged Finance, Fixed Income, Investment Advisory
Education
University of Richmond - Robins School of Business 1998 — 2000
MBA
Lafayette College 1983 — 1987
Bachelor's degree, Economics
Western Reserve Academy 1981 — 1983
Michael Meer Michael Meer's First Republic Bank Experience September 2014 - October 2014
Job Experienced in AML Compliance Operations; AML Program Mgmt; Fraud Prevention; Global Payments Licensing
Industry Financial Services
Experience
McGladrey January 2015 - Present
First Republic Bank September 2014 - October 2014
Grandpoint Bank, a division of Grandpoint Capital Inc. April 2012 - August 2014
ACAMS Southern California Chapter January 2011 - August 2014
Wilshire Bank March 2008 - March 2012
Travelex Global Business Payments (formerly Ruesch International) November 1996 - December 2007
The World Bank January 1995 - November 1996
Skills
KYC, OFAC, AML, Risk Management, Due Diligence, Bank Secrecy Act, Payments, Financial Institutions, Internal Controls, Regulations, Financial Regulation, Risk Assessment, Financial Risk, Auditing, Mergers & Acquisitions, Sanction, Anti Money Laundering, Finance
Education
Hofstra University
BBA, International Business
Thunderbird School of Global Management 2005 — 2006
MBA/JD Inaugural Coursework
McGladrey January 2015 - Present
First Republic Bank September 2014 - October 2014
Grandpoint Bank, a division of Grandpoint Capital Inc. April 2012 - August 2014
ACAMS Southern California Chapter January 2011 - August 2014
Wilshire Bank March 2008 - March 2012
Travelex Global Business Payments (formerly Ruesch International) November 1996 - December 2007
The World Bank January 1995 - November 1996
Skills
KYC, OFAC, AML, Risk Management, Due Diligence, Bank Secrecy Act, Payments, Financial Institutions, Internal Controls, Regulations, Financial Regulation, Risk Assessment, Financial Risk, Auditing, Mergers & Acquisitions, Sanction, Anti Money Laundering, Finance
Education
Hofstra University
BBA, International Business
Thunderbird School of Global Management 2005 — 2006
MBA/JD Inaugural Coursework
Tyler Matthews's First Republic Bank Experience November 2010 - April 2013
Job National Sales at Matheus Lumber Company
Industry Building Materials
Experience
Matheus Lumber Company October 2014 - Present
RTP-Craftmark Inc. June 2013 - October 2014
Fisher Investments January 2013 - June 2013
First Republic Bank November 2010 - April 2013
Wells Fargo October 2007 - November 2010
Corrigan Wickman Advisory, LLC January 2006 - October 2007
Skills
Mortgage Lending, Investments, Banking, Credit, Refinance, Retirement Planning, Securities, Underwriting, Loans, Private Banking, Credit Analysis, Wealth Management
Education
Linfield College 1999 — 2003
Bachelor of Arts, Math
Matheus Lumber Company October 2014 - Present
RTP-Craftmark Inc. June 2013 - October 2014
Fisher Investments January 2013 - June 2013
First Republic Bank November 2010 - April 2013
Wells Fargo October 2007 - November 2010
Corrigan Wickman Advisory, LLC January 2006 - October 2007
Skills
Mortgage Lending, Investments, Banking, Credit, Refinance, Retirement Planning, Securities, Underwriting, Loans, Private Banking, Credit Analysis, Wealth Management
Education
Linfield College 1999 — 2003
Bachelor of Arts, Math
Jennifer Quinteros, MBA's First Republic Bank Experience May 2015 - Present
Job Managing Director, Preferred Banking, First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
Skills
Banking, Leadership, Teamwork, Marketing, Analysis, Finance, Risk Management, Management, Six Sigma, Public Speaking, Process Improvement, Customer Service, MS Project, CRM, Loans, Financial Services, Business Strategy, Business Analysis, Talent Management, QuickBooks, Negotiation, Statistical Reporting, Financial Accounting, Auditing, Consulting, Visual Basic, Strategic Financial..., Cost Accounting, Financial Statements, Financial Statement..., Accounts Receivable, Cash Management, Early-stage Startups, Start-up Consulting, Compliance, Analytical Skills, FHA, Underwriting, Management Accounting, Consolidated Financial..., US GAAP, Internal Controls, Treasury Management, Capital Budgeting, Enterprise Risk..., FNMA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration and Management, General, 3.97
University of Phoenix 2005 — 2010
BS Business Management, Business Administration and Management, General, 3.83
Flintridge Sacred Heart Academy 1987 — 1991
High School Diploma
First Republic Bank May 2015 - Present
Skills
Banking, Leadership, Teamwork, Marketing, Analysis, Finance, Risk Management, Management, Six Sigma, Public Speaking, Process Improvement, Customer Service, MS Project, CRM, Loans, Financial Services, Business Strategy, Business Analysis, Talent Management, QuickBooks, Negotiation, Statistical Reporting, Financial Accounting, Auditing, Consulting, Visual Basic, Strategic Financial..., Cost Accounting, Financial Statements, Financial Statement..., Accounts Receivable, Cash Management, Early-stage Startups, Start-up Consulting, Compliance, Analytical Skills, FHA, Underwriting, Management Accounting, Consolidated Financial..., US GAAP, Internal Controls, Treasury Management, Capital Budgeting, Enterprise Risk..., FNMA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration and Management, General, 3.97
University of Phoenix 2005 — 2010
BS Business Management, Business Administration and Management, General, 3.83
Flintridge Sacred Heart Academy 1987 — 1991
High School Diploma
Chase Pizzonia's First Republic Bank Experience June 2013 - Present
Job Advertising Sales Account Executive at NYC POCKET, TRAVEL & IN JAPANESE GUIDES
Industry Retail
Experience
nuun hydration March 2015 - Present
First Republic Bank June 2013 - Present
NYC POCKET, TRAVEL & IN JAPANESE GUIDES October 2014 - May 2015
ASICS May 2012 - September 2014
Foot Locker February 2011 - December 2011
The Running Company March 2010 - January 2011
Skills
Customer Service, Sales, Retail, Social Media, Social Media Marketing, Advertising, Public Speaking, Facebook, Marketing, Research, Public Relations, Visual Merchandising, Running, Social Networking, Market Research, Microsoft Office, Microsoft Excel, SQL, SPSS, QuickBooks, Online Advertising, Marketing Communications
Education
Iona College 2004 — 2008
Bachelor of Arts (B.A.), Mass Communication/Media Studies
nuun hydration March 2015 - Present
First Republic Bank June 2013 - Present
NYC POCKET, TRAVEL & IN JAPANESE GUIDES October 2014 - May 2015
ASICS May 2012 - September 2014
Foot Locker February 2011 - December 2011
The Running Company March 2010 - January 2011
Skills
Customer Service, Sales, Retail, Social Media, Social Media Marketing, Advertising, Public Speaking, Facebook, Marketing, Research, Public Relations, Visual Merchandising, Running, Social Networking, Market Research, Microsoft Office, Microsoft Excel, SQL, SPSS, QuickBooks, Online Advertising, Marketing Communications
Education
Iona College 2004 — 2008
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Samuel Heuler's First Republic Bank Experience November 2014 - August 2015
Job VP Cyber Security Officer , CISSP, GCIH
Industry Information Technology and Services
Experience
BNP Paribas Corporate and Institutional Banking August 2015 - Present
First Republic Bank November 2014 - August 2015
First Republic Bank May 2013 - November 2014
CACI International Inc April 2011 - May 2013
CACI International Inc October 2009 - April 2011
Skills
Information Assurance, Information Security, Microsoft Servers, Cisco Firewall Security, Interpersonal..., Software Deployment, Network Administration, Cisco Routers, Router Configuration, Windows Sharepoint..., Management of small..., Multitasking Skills, CISSP, Security, Access, Leadership, Networking, Software Installation, Customer Service, Computer Security, Network Security, Firewalls, Active Directory, Information Technology
Education
Monmouth University 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
BNP Paribas Corporate and Institutional Banking August 2015 - Present
First Republic Bank November 2014 - August 2015
First Republic Bank May 2013 - November 2014
CACI International Inc April 2011 - May 2013
CACI International Inc October 2009 - April 2011
Skills
Information Assurance, Information Security, Microsoft Servers, Cisco Firewall Security, Interpersonal..., Software Deployment, Network Administration, Cisco Routers, Router Configuration, Windows Sharepoint..., Management of small..., Multitasking Skills, CISSP, Security, Access, Leadership, Networking, Software Installation, Customer Service, Computer Security, Network Security, Firewalls, Active Directory, Information Technology
Education
Monmouth University 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Ammy Park's First Republic Bank Experience December 2001 - Present
Job
Industry Banking
Experience
First Republic Bank December 2001 - Present
Island Def Jam Music Group / Mergela Entertainment August 2001 - December 2001
Tonos Entertainment, Inc. August 2000 - March 2001
E! Entertainment Television February 2000 - August 2000
Athletes & Entertainers for Kids March 1997 - October 1999
Skills
Event Planning, Banking, HTML, Microsoft Excel, Microsoft Word, Sponsorship, Web Development, Social Media Marketing, Leadership, Event Management, PowerPoint, Management, Customer Service, Time Management, Budgets, Portfolio Management, Microsoft Office, Analysis, Finance, Private Banking, Data Analysis, Sales, Financial Analysis, Strategic Planning, Accounting, Project Management, Risk Management
Education
La Sierra University
First Republic Bank December 2001 - Present
Island Def Jam Music Group / Mergela Entertainment August 2001 - December 2001
Tonos Entertainment, Inc. August 2000 - March 2001
E! Entertainment Television February 2000 - August 2000
Athletes & Entertainers for Kids March 1997 - October 1999
Skills
Event Planning, Banking, HTML, Microsoft Excel, Microsoft Word, Sponsorship, Web Development, Social Media Marketing, Leadership, Event Management, PowerPoint, Management, Customer Service, Time Management, Budgets, Portfolio Management, Microsoft Office, Analysis, Finance, Private Banking, Data Analysis, Sales, Financial Analysis, Strategic Planning, Accounting, Project Management, Risk Management
Education
La Sierra University
Sreekant Rajan Sreekant Rajan's First Republic Bank Experience June 2015 - Present
Job Architect at FRB
Industry Information Technology and Services
Experience
First Republic Bank June 2015 - Present
Cognizant Technology Solutions May 2010 - June 2015
Cognizant Technology Solution October 2006 - May 2010
Cognizant Technology Solutions August 2004 - October 2006
Covansys February 2004 - August 2004
HCL Infosystems Ltd frontline division 2000 - 2004
Skills
TOGAF, SOA, Web Services, Enterprise Architecture, Solution Architecture, Requirements Analysis, Hibernate, DB2, JSP, Core Java, Business Analysis, Pre-sales, Java Enterprise Edition, PL/SQL, Spring, Weblogic, EAI, Oracle, Websphere, Software Project..., Project Management
Education
Symbiosis institute of Management Studies 2005 — 2007
PGDBA, Finance
Indira Gandhi National Open University 2000 — 2003
MCA, Computer
University College Trivandrum 1995 — 1998
BSc, Physics
open group
Togaf, Enterprise architecture framework
First Republic Bank June 2015 - Present
Cognizant Technology Solutions May 2010 - June 2015
Cognizant Technology Solution October 2006 - May 2010
Cognizant Technology Solutions August 2004 - October 2006
Covansys February 2004 - August 2004
HCL Infosystems Ltd frontline division 2000 - 2004
Skills
TOGAF, SOA, Web Services, Enterprise Architecture, Solution Architecture, Requirements Analysis, Hibernate, DB2, JSP, Core Java, Business Analysis, Pre-sales, Java Enterprise Edition, PL/SQL, Spring, Weblogic, EAI, Oracle, Websphere, Software Project..., Project Management
Education
Symbiosis institute of Management Studies 2005 — 2007
PGDBA, Finance
Indira Gandhi National Open University 2000 — 2003
MCA, Computer
University College Trivandrum 1995 — 1998
BSc, Physics
open group
Togaf, Enterprise architecture framework
Anthony Arcari Anthony Arcari's First Republic Bank Experience June 2015 - Present
Job Client Service Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
Pimentel Construction Company January 2015 - May 2015
Sasso Construction May 2013 - January 2015
Capers Catering July 2011 - January 2014
Skills
Time Management, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Finance, QuickBooks, Microsoft Office, Leadership, Banking, Customer Service, Financial Analysis, Data Analysis, Investments, Financial Planning, C++, Windows Server, Apple, Teamwork
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.): Business Administration, Double Concentration: Finance & Management, 3.53
First Republic Bank June 2015 - Present
Pimentel Construction Company January 2015 - May 2015
Sasso Construction May 2013 - January 2015
Capers Catering July 2011 - January 2014
Skills
Time Management, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Finance, QuickBooks, Microsoft Office, Leadership, Banking, Customer Service, Financial Analysis, Data Analysis, Investments, Financial Planning, C++, Windows Server, Apple, Teamwork
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.): Business Administration, Double Concentration: Finance & Management, 3.53
Pamela Solomon Pamela Solomon's First Republic Bank Experience August 2015 - Present
Job Residential Funding and Closing Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Mortgage Lending Professional June 2015 - August 2015
Bank of Manhattan March 2013 - June 2015
Promontory Financial Group, LLC September 2012 - January 2013
Actively Seeking Dynamic Position in Mortgage Lending January 2011 - September 2012
California Credit Union January 2007 - January 2011
California Credit Union January 2005 - January 2007
California Credit Union January 1999 - January 2005
California Credit Union January 1990 - January 1999
Transamerica 1982 - 1990
Skills
Loans, Credit, Banking, Underwriting, Credit Analysis, Home Equity Lines of..., Real Estate, Credit Unions, Consumer Lending, Loan Servicing, Loan Origination, Microsoft Office, Commercial Lending, Mortgage Underwriting, Customer Service, FICS LOS, Streamlend Velocity LOS, FICS, Finance, Loss Mitigation, Mortgage Banking, Mortgage Lending, Refinance
Education
University of California, Irvine 1978 — 1982
BS, Biology
Howard University
Susan Miller Dorsey High School
First Republic Bank August 2015 - Present
Mortgage Lending Professional June 2015 - August 2015
Bank of Manhattan March 2013 - June 2015
Promontory Financial Group, LLC September 2012 - January 2013
Actively Seeking Dynamic Position in Mortgage Lending January 2011 - September 2012
California Credit Union January 2007 - January 2011
California Credit Union January 2005 - January 2007
California Credit Union January 1999 - January 2005
California Credit Union January 1990 - January 1999
Transamerica 1982 - 1990
Skills
Loans, Credit, Banking, Underwriting, Credit Analysis, Home Equity Lines of..., Real Estate, Credit Unions, Consumer Lending, Loan Servicing, Loan Origination, Microsoft Office, Commercial Lending, Mortgage Underwriting, Customer Service, FICS LOS, Streamlend Velocity LOS, FICS, Finance, Loss Mitigation, Mortgage Banking, Mortgage Lending, Refinance
Education
University of California, Irvine 1978 — 1982
BS, Biology
Howard University
Susan Miller Dorsey High School
JK Model & Talent Kristy Rae Heitzmann JK Model & Talent Kristy Rae Heitzmann's First Republic Bank Experience February 2006 - March 2007
Job Owner at JK Model & Talent
Industry Events Services
Experience
JK Model & Talent March 2007 - Present
Various July 1997 - Present
First Republic Bank February 2006 - March 2007
The Atlanta Beverage Company April 2004 - April 2005
Hancock County School January 1998 - May 1998
Skills
Event Management, Sales, Event Planning, Advertising, Account Management, Customer Service, Marketing, New Business Development
Education
Mississippi University for Women
The University of Southern Mississippi
Bachelor of Science Degree, Speech Language Pathology and Audiology
JK Model & Talent March 2007 - Present
Various July 1997 - Present
First Republic Bank February 2006 - March 2007
The Atlanta Beverage Company April 2004 - April 2005
Hancock County School January 1998 - May 1998
Skills
Event Management, Sales, Event Planning, Advertising, Account Management, Customer Service, Marketing, New Business Development
Education
Mississippi University for Women
The University of Southern Mississippi
Bachelor of Science Degree, Speech Language Pathology and Audiology
Jim D'Agostino Jim D'Agostino's First Republic Bank Experience 2006 - 2008
Job Vice President at JD Companies
Industry Real Estate
Experience
PENPAC January 2011 - Present
JD Companies March 2008 - Present
First Republic Bank 2006 - 2008
Commerce Bank 2005 - 2006
Education
Moravian College 2001 — 2005
BS, Business Management & Design
PENPAC January 2011 - Present
JD Companies March 2008 - Present
First Republic Bank 2006 - 2008
Commerce Bank 2005 - 2006
Education
Moravian College 2001 — 2005
BS, Business Management & Design
Shelley G.'s First Republic Bank Experience October 2007 - Present
Job Foreign Exchange Sales
Industry Banking
Experience
First Republic Bank October 2007 - Present
Education
Santa Clara University 2005 — 2006
MBA, International Finance
University of Oregon 1997 — 2001
BA, International Development/ Political Science
Middlebury Institute of International Studies at Monterey
Middlebury Institute of International Studies at Monterey
First Republic Bank October 2007 - Present
Education
Santa Clara University 2005 — 2006
MBA, International Finance
University of Oregon 1997 — 2001
BA, International Development/ Political Science
Middlebury Institute of International Studies at Monterey
Middlebury Institute of International Studies at Monterey
Sergei Lubensky, FRM's First Republic Bank Experience January 2015 - Present
Job Director of Management Analytics at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Bank of the West August 2013 - December 2014
Union Bank; Bank of Tokyo - Mitsubishi UFJ April 2010 - August 2013
Discover Music Corporation (dba Sherlock Hums) April 2006 - April 2010
CashNetUSA November 2006 - June 2007
Northwestern University November 2004 - February 2006
Raytheon Corporation November 2002 - September 2004
Skills
Statistical Modeling, Data Mining, Matlab, Data Analysis, Machine Learning, Analytics, SQL, Financial Modeling, VBA, Programming, Mathematical Modeling, Python, Optimization, Monte Carlo Simulation, Time Series Analysis, Research, Statistics, Risk Management, C++, Unix, R, SAS, LaTeX, Project Management, Strategic Planning, Operational Efficiency, Credit Risk, Market Risk, Asset Allocation, Financial Risk..., Quantitative Finance, Hedging, Capital Markets, Fixed Income, Econometrics, Predictive Modeling, Basel II, Quantitative Analytics, Predictive Analytics, Enterprise Risk..., HTML
Education
Massachusetts Institute of Technology 1999 — 2002
Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1998 — 1999
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1994 — 1998
Bachelor of Science, Mathematics & Electrical Engineering and Computer Science
First Republic Bank January 2015 - Present
Bank of the West August 2013 - December 2014
Union Bank; Bank of Tokyo - Mitsubishi UFJ April 2010 - August 2013
Discover Music Corporation (dba Sherlock Hums) April 2006 - April 2010
CashNetUSA November 2006 - June 2007
Northwestern University November 2004 - February 2006
Raytheon Corporation November 2002 - September 2004
Skills
Statistical Modeling, Data Mining, Matlab, Data Analysis, Machine Learning, Analytics, SQL, Financial Modeling, VBA, Programming, Mathematical Modeling, Python, Optimization, Monte Carlo Simulation, Time Series Analysis, Research, Statistics, Risk Management, C++, Unix, R, SAS, LaTeX, Project Management, Strategic Planning, Operational Efficiency, Credit Risk, Market Risk, Asset Allocation, Financial Risk..., Quantitative Finance, Hedging, Capital Markets, Fixed Income, Econometrics, Predictive Modeling, Basel II, Quantitative Analytics, Predictive Analytics, Enterprise Risk..., HTML
Education
Massachusetts Institute of Technology 1999 — 2002
Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1998 — 1999
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1994 — 1998
Bachelor of Science, Mathematics & Electrical Engineering and Computer Science
Chris Pederson's First Republic Bank Experience February 2002 - Present
Job Managing Director
Industry Banking
Experience
First Republic Bank February 2002 - Present
Skills
Investment Management, Banking, Series 63, Securities, Investments, Wealth Management..., Credit, Private Banking, Wealth Management, Loans, Commercial Mortgages, Brokerage, FINRA, Portfolio Management, High Net Worth...
Education
Menlo College
BS
First Republic Bank February 2002 - Present
Skills
Investment Management, Banking, Series 63, Securities, Investments, Wealth Management..., Credit, Private Banking, Wealth Management, Loans, Commercial Mortgages, Brokerage, FINRA, Portfolio Management, High Net Worth...
Education
Menlo College
BS
Riju Myladumkunnel's First Republic Bank Experience April 2015 - Present
Job Access & Identity Management at First Republic Bank
Industry Computer Software
Experience
First Republic Bank April 2015 - Present
Saviynt July 2013 - April 2015
UCSF Medical Center September 2007 - July 2013
Vaau May 2005 - September 2007
IBM Global Services February 1998 - July 2003
Education
Stanford University
Oklahoma State University
MBA, Information Systems and Finance
Karnatak University
Bachelor of Engineering
First Republic Bank April 2015 - Present
Saviynt July 2013 - April 2015
UCSF Medical Center September 2007 - July 2013
Vaau May 2005 - September 2007
IBM Global Services February 1998 - July 2003
Education
Stanford University
Oklahoma State University
MBA, Information Systems and Finance
Karnatak University
Bachelor of Engineering
Will Toft's First Republic Bank Experience January 2000 - December 2011
Job Experienced IT Executive
Industry Banking
Experience
Asian Art Museum July 2013 - Present
First Republic Bank January 2000 - December 2011
Lynch, Marks & Associates November 1997 - January 2000
National Geographic Society May 1989 - November 1997
Skills
Data Center, Enterprise Software, Enterprise Architecture, Banking, Vendor Management, Business Continuity, SDLC, IT Strategy, Solution Architecture, Risk Management, Information Security, Integration, Business Analysis, Data Warehousing, Disaster Recovery, Process Improvement, Program Management, Security, Management, Information Technology, Business Intelligence, Leadership, SOA, IT Management, Telecommunications, Networking, Cloud Computing, Change Management, SaaS, Governance, System Deployment, Software Project..., Project Portfolio..., ITIL, Architectures, Quality Assurance, PMP, IT Operations, Software Development, SharePoint
Education
James Madison University
Asian Art Museum July 2013 - Present
First Republic Bank January 2000 - December 2011
Lynch, Marks & Associates November 1997 - January 2000
National Geographic Society May 1989 - November 1997
Skills
Data Center, Enterprise Software, Enterprise Architecture, Banking, Vendor Management, Business Continuity, SDLC, IT Strategy, Solution Architecture, Risk Management, Information Security, Integration, Business Analysis, Data Warehousing, Disaster Recovery, Process Improvement, Program Management, Security, Management, Information Technology, Business Intelligence, Leadership, SOA, IT Management, Telecommunications, Networking, Cloud Computing, Change Management, SaaS, Governance, System Deployment, Software Project..., Project Portfolio..., ITIL, Architectures, Quality Assurance, PMP, IT Operations, Software Development, SharePoint
Education
James Madison University
Rocki Savaiigaea's First Republic Bank Experience September 2001 - May 2007
Job Director of Recruitment & Selection
Industry Financial Services
Experience
SGC Financial June 2007 - Present
First Republic Bank September 2001 - May 2007
Wells Fargo Bank May 2000 - August 2001
Education
San Jose State University 2001 — 2003
Business Managment, Humanities
Menlo College 1998 — 2000
SGC Financial June 2007 - Present
First Republic Bank September 2001 - May 2007
Wells Fargo Bank May 2000 - August 2001
Education
San Jose State University 2001 — 2003
Business Managment, Humanities
Menlo College 1998 — 2000
Matthew Melillo's First Republic Bank Experience December 2006 - June 2007
Job Officer at Nassau County Sheriff's Dept
Industry Law Enforcement
Experience
Nassau County Sheriff's Dept January 2015 - Present
NYCB July 2014 - January 2015
Cablevision September 2013 - February 2014
People's United Bank August 2012 - April 2013
Bank of America September 2007 - August 2012
First Republic Bank December 2006 - June 2007
New York Community Bank April 2005 - December 2006
Skills
Banking, Loans, Financial Services, Credit, Relationship Management, Mortgage Lending, Commercial Banking, Building Relationships, Consumer Lending, Investments, Cross Selling, Credit Analysis, Small Business Lending, Retail Banking, Personal Finance, Branch Banking, Sales, Customer Retention, Lines Of Credit, Mortgage Banking, Wealth Management, Customer Satisfaction, Customer Acquisition, Staff Supervision, Private Banking, Microsoft Office, Real Estate, Leadership, Compliance, Branch Management, Branch Operation, NMLS, Interviews, Social Media, Research, Internet, KYC, AML, Bank Secrecy Act, Financial Audits, Team Management, Account Management, Security, Law Enforcement, Criminal Law, Corrections
Education
Nassau Community College 1997 — 2001
Business, Business Administration and Management, General
Nassau County Sheriff's Dept January 2015 - Present
NYCB July 2014 - January 2015
Cablevision September 2013 - February 2014
People's United Bank August 2012 - April 2013
Bank of America September 2007 - August 2012
First Republic Bank December 2006 - June 2007
New York Community Bank April 2005 - December 2006
Skills
Banking, Loans, Financial Services, Credit, Relationship Management, Mortgage Lending, Commercial Banking, Building Relationships, Consumer Lending, Investments, Cross Selling, Credit Analysis, Small Business Lending, Retail Banking, Personal Finance, Branch Banking, Sales, Customer Retention, Lines Of Credit, Mortgage Banking, Wealth Management, Customer Satisfaction, Customer Acquisition, Staff Supervision, Private Banking, Microsoft Office, Real Estate, Leadership, Compliance, Branch Management, Branch Operation, NMLS, Interviews, Social Media, Research, Internet, KYC, AML, Bank Secrecy Act, Financial Audits, Team Management, Account Management, Security, Law Enforcement, Criminal Law, Corrections
Education
Nassau Community College 1997 — 2001
Business, Business Administration and Management, General
Liat Lubavin's First Republic Bank Experience September 2011 - June 2012
Job UAT/QA Project Consultant at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West June 2012 - Present
First Republic Bank September 2011 - June 2012
Bank of America May 2010 - June 2011
FrontRange Solutions 2007 - 2009
Bank of Montreal Financial Group Toronto,Canada 2005 - 2007
Canadian Imperial Bank of Commerce/CIBC World Markets 2002 - 2005
Skills
User Acceptance Testing, Test Planning, Testing, Software Documentation, Risk Management, Test Cases, Credit Risk, Test Strategy, Financial Risk, Quality Center, Credit Cards, Software Quality..., Regression Testing, QTP, Credit, Quality Assurance, Test Automation, Management, SDLC, Agile Methodologies, .NET, Test Management, Defect Tracking, System Testing, Web Applications, Requirements Gathering
Education
Lomonosov Moscow State University (MSU)
Bachelor's degree, Art
Bank of the West June 2012 - Present
First Republic Bank September 2011 - June 2012
Bank of America May 2010 - June 2011
FrontRange Solutions 2007 - 2009
Bank of Montreal Financial Group Toronto,Canada 2005 - 2007
Canadian Imperial Bank of Commerce/CIBC World Markets 2002 - 2005
Skills
User Acceptance Testing, Test Planning, Testing, Software Documentation, Risk Management, Test Cases, Credit Risk, Test Strategy, Financial Risk, Quality Center, Credit Cards, Software Quality..., Regression Testing, QTP, Credit, Quality Assurance, Test Automation, Management, SDLC, Agile Methodologies, .NET, Test Management, Defect Tracking, System Testing, Web Applications, Requirements Gathering
Education
Lomonosov Moscow State University (MSU)
Bachelor's degree, Art
Carolyn Powell's First Republic Bank Experience April 2003 - Present
Job Senior Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2003 - Present
Union Bank of California December 1984 - November 1998
Education
Loyola Marymount University
First Republic Bank April 2003 - Present
Union Bank of California December 1984 - November 1998
Education
Loyola Marymount University
Anthony Lear's First Republic Bank Experience August 2014 - Present
Job Director Financial Intelligence Unit
Industry Security and Investigations
Experience
First Republic Bank August 2014 - Present
American Express December 2009 - August 2014
KeyBank November 2008 - November 2009
KeyBank May 2007 - November 2008
Skills
Risk Management, Banking, Bank Secrecy Act, AML, USA PATRIOT Act, Fraud, Operational Risk...
Education
Kent State University 1999 — 2004
First Republic Bank August 2014 - Present
American Express December 2009 - August 2014
KeyBank November 2008 - November 2009
KeyBank May 2007 - November 2008
Skills
Risk Management, Banking, Bank Secrecy Act, AML, USA PATRIOT Act, Fraud, Operational Risk...
Education
Kent State University 1999 — 2004
Trevor Hyde's First Republic Bank Experience Asscociate MinisterBerean Baptist churchDecember 2005 - Present
Job Asscociate MInister at Berean Baptist church
Industry Banking
Experience
First Republic Bank Asscociate MinisterBerean Baptist churchDecember 2005 - Present
Education
Metropolitan College of New York - School of Business 2005 — 2008
Lincoln Technical Institute 1999 — 2000
Diploma, Architectural Studies and CAD Technology
First Republic Bank Asscociate MinisterBerean Baptist churchDecember 2005 - Present
Education
Metropolitan College of New York - School of Business 2005 — 2008
Lincoln Technical Institute 1999 — 2000
Diploma, Architectural Studies and CAD Technology
Christine Margulies's First Republic Bank Experience May 1999 - June 2006
Job LendingRelationship Mgr.
Industry Banking
Experience
Wells Fargo Home Mortgage NMLSR ID: 1246470 October 2014 - Present
MonaVie 2007 - Present
First Republic Bank May 1999 - June 2006
The Boston Company-Mellon Bank March 1992 - May 1999
Chase October 1987 - March 1992
Skills
Mortgage Lending, Sales, Loans, Customer Service, Banking, Social Media Marketing, Management, Marketing, Team Building, Coaching, Leadership, Sales Management, Small Business, Account Management, Underwriting, Credit, Direct Sales
Education
Michigan State University 1982 — 1986
Bachelor of Science (BS), Merchandising & Management
Michigan State University
Bachelor of Applied Science (B.A.Sc.), Consumer Merchandising/Retailing Management
Wells Fargo Home Mortgage NMLSR ID: 1246470 October 2014 - Present
MonaVie 2007 - Present
First Republic Bank May 1999 - June 2006
The Boston Company-Mellon Bank March 1992 - May 1999
Chase October 1987 - March 1992
Skills
Mortgage Lending, Sales, Loans, Customer Service, Banking, Social Media Marketing, Management, Marketing, Team Building, Coaching, Leadership, Sales Management, Small Business, Account Management, Underwriting, Credit, Direct Sales
Education
Michigan State University 1982 — 1986
Bachelor of Science (BS), Merchandising & Management
Michigan State University
Bachelor of Applied Science (B.A.Sc.), Consumer Merchandising/Retailing Management
Kay Levis's First Republic Bank Experience ManagerUmpqua BankFebruary 2003 - October 2007
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank ManagerUmpqua BankFebruary 2003 - October 2007
Merrill Lynch February 1995 - April 2002
Education
Iona College 1988 — 1992
First Republic Bank ManagerUmpqua BankFebruary 2003 - October 2007
Merrill Lynch February 1995 - April 2002
Education
Iona College 1988 — 1992
Sherry Geyer's First Republic Bank Experience Member - Chair Sponsorship CommitteeCREW SF2001 - 2011
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank Member - Chair Sponsorship CommitteeCREW SF2001 - 2011
YWCA San Francisco and Marin 2007 - 2010
Education
Loyola Law School, Los Angeles 1984 — 1988
JD, Law
First Republic Bank Member - Chair Sponsorship CommitteeCREW SF2001 - 2011
YWCA San Francisco and Marin 2007 - 2010
Education
Loyola Law School, Los Angeles 1984 — 1988
JD, Law
Becky DeCesaro's First Republic Bank Experience 2015 - Present
Job Senior Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Investment Management March 2015 - Present
First Republic Bank 2015 - Present
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Banking, Financial Analysis, Leadership
Education
Montana State University-Bozeman 1979 — 1984
Public Administration
First Republic Investment Management March 2015 - Present
First Republic Bank 2015 - Present
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Banking, Financial Analysis, Leadership
Education
Montana State University-Bozeman 1979 — 1984
Public Administration
Karin J. Barber's First Republic Bank Experience April 2006 - Present
Job Managing Director and Senior Trust Officer at First Republic Trust Company (a division of First Republic Bank)
Industry Investment Management
Experience
First Republic Bank April 2006 - Present
U.S. Trust June 1994 - April 2006
Skills
Wealth Management..., High Net Worth..., Estate Planning, Relationship Management, Leadership, Private Banking, Series 7, Management, Series 63, Mutual Funds, Fixed Income, Hedge Funds, Retirement, Uniform Combined State..., Estate Tax Planning, Mortgage Lending, Trusts, Life Insurance, Capital Markets, Investment Strategies, Credit, Wealth, Bloomberg, Finance
Education
City University
Master of Business Administration (M.B.A.)
Lawrence University
Bachelor of Science (BS), Political Science and Government
First Republic Bank April 2006 - Present
U.S. Trust June 1994 - April 2006
Skills
Wealth Management..., High Net Worth..., Estate Planning, Relationship Management, Leadership, Private Banking, Series 7, Management, Series 63, Mutual Funds, Fixed Income, Hedge Funds, Retirement, Uniform Combined State..., Estate Tax Planning, Mortgage Lending, Trusts, Life Insurance, Capital Markets, Investment Strategies, Credit, Wealth, Bloomberg, Finance
Education
City University
Master of Business Administration (M.B.A.)
Lawrence University
Bachelor of Science (BS), Political Science and Government
Jan Kincaid's First Republic Bank Experience May 2013 - Present
Job Director of Business Products and Services
Industry Banking
Experience
First Republic Bank May 2013 - Present
Bank of the West November 2011 - November 2012
Wells Fargo August 1986 - November 2011
Skills
Banking, Executive Management, Product Development, Marketing Strategy, Product Management, Strategic Planning, Strategy, Business Development, Marketing, Market Research, Segmentation, Risk Management, Sales Management, Project Management, Financial Services, Team Management, Enterprise Software, Relationship Management, Portfolio Management
Education
Holy Names University
Psychology/Sociology
First Republic Bank May 2013 - Present
Bank of the West November 2011 - November 2012
Wells Fargo August 1986 - November 2011
Skills
Banking, Executive Management, Product Development, Marketing Strategy, Product Management, Strategic Planning, Strategy, Business Development, Marketing, Market Research, Segmentation, Risk Management, Sales Management, Project Management, Financial Services, Team Management, Enterprise Software, Relationship Management, Portfolio Management
Education
Holy Names University
Psychology/Sociology
Maria Corazon Schaufele's First Republic Bank Experience November 2010 - Present
Job Loan Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank November 2010 - Present
Quatrro May 2010 - November 2010
Comerica October 2008 - August 2009
Wachovia formerly World Savings January 2008 - July 2008
Wachovia November 2006 - January 2008
Wachovia / World Savings 1998 - 2008
Wachovia February 2002 - November 2006
Skills
Banking, Credit, Leadership, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Underwriting, Residential Mortgages, Call Centers, Credit Analysis, FHA, Refinance, Risk Management
Education
Holy Names University
First Republic Bank November 2010 - Present
Quatrro May 2010 - November 2010
Comerica October 2008 - August 2009
Wachovia formerly World Savings January 2008 - July 2008
Wachovia November 2006 - January 2008
Wachovia / World Savings 1998 - 2008
Wachovia February 2002 - November 2006
Skills
Banking, Credit, Leadership, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Underwriting, Residential Mortgages, Call Centers, Credit Analysis, FHA, Refinance, Risk Management
Education
Holy Names University
Tom Ehrhardt's First Republic Bank Experience April 2002 - Present
Job VP at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2002 - Present
IBJ WhiteHall Finanical Group September 1998 - April 2002
CitiCorp July 1993 - September 1998
Fleet Financial Group (now Bank of America) January 1988 - June 1993
Cincinnati Bengals February 1987 - September 1987
New York Jets April 1986 - September 1986
Education
LIU Post 1990 — 1992
Master of Business Administration (M.B.A.)
University of Rhode Island 1983 — 1986
BACHELOR OF ARTS, ECONOMICS
First Republic Bank April 2002 - Present
IBJ WhiteHall Finanical Group September 1998 - April 2002
CitiCorp July 1993 - September 1998
Fleet Financial Group (now Bank of America) January 1988 - June 1993
Cincinnati Bengals February 1987 - September 1987
New York Jets April 1986 - September 1986
Education
LIU Post 1990 — 1992
Master of Business Administration (M.B.A.)
University of Rhode Island 1983 — 1986
BACHELOR OF ARTS, ECONOMICS
Aimee Brandt's First Republic Bank Experience July 2013 - October 2014
Job Sales & Marketing Operations Manager at Welk Resort Group
Industry Hospitality
Experience
Welk Resort Group November 2014 - Present
Carlsbad CrossFit November 2013 - Present
First Republic Bank July 2013 - October 2014
Torrey Pines Bank July 2009 - July 2013
Discovery Bank May 2008 - July 2009
Skills
Financial Analysis, Loans, Banking, Credit Analysis, Credit, Commercial Lending, Loan Origination, Lines Of Credit, Relationship Management, Commercial Banking, Small Business Lending, Underwriting, Finance, Mortgage Lending
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
John Cabot University 2007 — 2007
Bachelor's Degree, Business Administration
Welk Resort Group November 2014 - Present
Carlsbad CrossFit November 2013 - Present
First Republic Bank July 2013 - October 2014
Torrey Pines Bank July 2009 - July 2013
Discovery Bank May 2008 - July 2009
Skills
Financial Analysis, Loans, Banking, Credit Analysis, Credit, Commercial Lending, Loan Origination, Lines Of Credit, Relationship Management, Commercial Banking, Small Business Lending, Underwriting, Finance, Mortgage Lending
Education
Point Loma Nazarene University 2004 — 2008
BA, Business Administration
John Cabot University 2007 — 2007
Bachelor's Degree, Business Administration
Jim Skibbens's First Republic Bank Experience 1984 - 1987
Job Site Director, The First Tee of Charlotte
Industry Nonprofit Organization Management
Experience
The First Tee of Charlotte November 2013 - Present
JSR Consulting LLC December 2011 - January 2014
Bank of America April 2010 - January 2011
Deloitte May 1998 - March 2010
Price Waterhouse Coopers January 1993 - May 1998
Meritor Savings Bank 1987 - January 1993
First Republic Bank 1984 - 1987
Kmart Corporation 1979 - 1984
Skills
Risk, Risk Management, Audit, Executive Management, Auditing, Internal Audit, Banking, Deposits, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Finance, Risk Assessment, Operational Risk, Strategy
Education
Miami University
B.S.in Business, Business Administration
The First Tee of Charlotte November 2013 - Present
JSR Consulting LLC December 2011 - January 2014
Bank of America April 2010 - January 2011
Deloitte May 1998 - March 2010
Price Waterhouse Coopers January 1993 - May 1998
Meritor Savings Bank 1987 - January 1993
First Republic Bank 1984 - 1987
Kmart Corporation 1979 - 1984
Skills
Risk, Risk Management, Audit, Executive Management, Auditing, Internal Audit, Banking, Deposits, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Finance, Risk Assessment, Operational Risk, Strategy
Education
Miami University
B.S.in Business, Business Administration
Amanda Stearns's First Republic Bank Experience April 2015 - Present
Job Banking professional.
Industry Banking
Experience
First Republic Bank April 2015 - Present
Eastern Bank November 2013 - April 2015
Eastern Bank August 2011 - November 2013
Eastern Bank June 2008 - August 2011
Hotel Indigo January 2010 - April 2010
Education
Lasell College
Masters of Science, Business Managements
Lasell College
Bachelors of Science degree, Business Marketing
First Republic Bank April 2015 - Present
Eastern Bank November 2013 - April 2015
Eastern Bank August 2011 - November 2013
Eastern Bank June 2008 - August 2011
Hotel Indigo January 2010 - April 2010
Education
Lasell College
Masters of Science, Business Managements
Lasell College
Bachelors of Science degree, Business Marketing
Ben Boromand's First Republic Bank Experience January 2007 - October 2007
Job Lead Retail Sales at Time Warner Cable
Industry Entertainment
Experience
Time Warner Cable June 2015 - Present
Time Warner Cable January 2014 - June 2015
Countrywide Bank December 2007 - February 2009
First Republic Bank January 2007 - October 2007
Washington Mutual December 2002 - April 2005
Best Buy December 1999 - September 2002
Skills
Banking, Loans, Management, Sales, Investments, Sales Management, Customer Service, Finance, Human Resources, Selling, Financial Services, Insurance, Commercial Banking, Cross Selling, Retail
Education
Los Angeles Valley College 2008 — 2010
Associates, Economics
Time Warner Cable June 2015 - Present
Time Warner Cable January 2014 - June 2015
Countrywide Bank December 2007 - February 2009
First Republic Bank January 2007 - October 2007
Washington Mutual December 2002 - April 2005
Best Buy December 1999 - September 2002
Skills
Banking, Loans, Management, Sales, Investments, Sales Management, Customer Service, Finance, Human Resources, Selling, Financial Services, Insurance, Commercial Banking, Cross Selling, Retail
Education
Los Angeles Valley College 2008 — 2010
Associates, Economics
Sehee Rettner's First Republic Bank Experience April 2011 - July 2011
Job Sr. Pricing Analyst at McKesson
Industry Pharmaceuticals
Experience
McKesson July 2014 - Present
Peerless Network May 2012 - July 2014
Wells Fargo June 2011 - May 2012
First Republic Bank April 2011 - July 2011
Regency General Conractors December 2010 - April 2011
Skills
Accounting, Financial Analysis, Finance, Access, Microsoft Excel, Financial Modeling, Data Analysis, Financial Reporting, Banking, Corporate Finance, Microsoft Office, PowerPoint, Business Analysis, Microsoft Word, Budgets, Auditing
Education
University of California, Berkeley 2008 — 2009
Certificate, Corporate Finance
University of Cambridge 2005 — 2006
Master's, International business and development
Korea University 2003 — 2005
Master's, International Relations
Korea University
Bachelor of Arts
McKesson July 2014 - Present
Peerless Network May 2012 - July 2014
Wells Fargo June 2011 - May 2012
First Republic Bank April 2011 - July 2011
Regency General Conractors December 2010 - April 2011
Skills
Accounting, Financial Analysis, Finance, Access, Microsoft Excel, Financial Modeling, Data Analysis, Financial Reporting, Banking, Corporate Finance, Microsoft Office, PowerPoint, Business Analysis, Microsoft Word, Budgets, Auditing
Education
University of California, Berkeley 2008 — 2009
Certificate, Corporate Finance
University of Cambridge 2005 — 2006
Master's, International business and development
Korea University 2003 — 2005
Master's, International Relations
Korea University
Bachelor of Arts
Carol A. Kolesar's First Republic Bank Experience April 2000 - January 2005
Job VP/ Branch Manager at The First National Bank of Long Island
Industry Banking
Experience
The First National Bank of Long Island August 2006 - Present
FIRST NATIONAL BANK OF LONG ISLAND August 2006 - Present
New York District July 2004 - January 2005
First Republic Bank April 2000 - January 2005
VP May 2000 - July 2004
ZALES CORPORATION July 1999 - May 2000
CHASE MANHATTAN BANK (and predecessor banks) April 1981 - June 1998
Private Banking Division January 1991 - January 1998
Manufacturers Hanover Bank January 1988 - January 1991
Manufacturers Hanover Bank January 1983 - January 1988
Education
LIU Post 1976 — 1980
BS, Marketing and Management
Holy Trinity 1972 — 1976
The First National Bank of Long Island August 2006 - Present
FIRST NATIONAL BANK OF LONG ISLAND August 2006 - Present
New York District July 2004 - January 2005
First Republic Bank April 2000 - January 2005
VP May 2000 - July 2004
ZALES CORPORATION July 1999 - May 2000
CHASE MANHATTAN BANK (and predecessor banks) April 1981 - June 1998
Private Banking Division January 1991 - January 1998
Manufacturers Hanover Bank January 1988 - January 1991
Manufacturers Hanover Bank January 1983 - January 1988
Education
LIU Post 1976 — 1980
BS, Marketing and Management
Holy Trinity 1972 — 1976
Vanessa Downer's First Republic Bank Experience November 2011 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2011 - Present
Bank of America September 2010 - November 2011
Wells Fargo Financial June 2009 - September 2010
Skills
Private Banking, Banking, Loans, Retail Banking, Finance, Equities, Series 7, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Mortgage Lending, Financial Modeling, Mutual Funds, Financial Services
Education
Merrimack College 2005 — 2009
Business Administration, Finance
First Republic Bank November 2011 - Present
Bank of America September 2010 - November 2011
Wells Fargo Financial June 2009 - September 2010
Skills
Private Banking, Banking, Loans, Retail Banking, Finance, Equities, Series 7, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Mortgage Lending, Financial Modeling, Mutual Funds, Financial Services
Education
Merrimack College 2005 — 2009
Business Administration, Finance
Shawn Sheykhi's First Republic Bank Experience November 2010 - Present
Job Operations/Projects
Industry Banking
Experience
First Republic Bank November 2010 - Present
First Republic Bank 2010 - 2010
Technology Credit Union 2007 - 2009
Star One Credit Union 2002 - 2006
Bank of America 1990 - 2000
Skills
Consumer Lending, Banking, Commercial Lending, Loans, Risk Management, Negotiation, Mortgage Lending, Credit, Small Business Lending, Commercial Banking, SDLC, Retail Banking, Credit Analysis, Deposits, Branch Management
Education
John F. Kennedy University
MBA, Management
First Republic Bank November 2010 - Present
First Republic Bank 2010 - 2010
Technology Credit Union 2007 - 2009
Star One Credit Union 2002 - 2006
Bank of America 1990 - 2000
Skills
Consumer Lending, Banking, Commercial Lending, Loans, Risk Management, Negotiation, Mortgage Lending, Credit, Small Business Lending, Commercial Banking, SDLC, Retail Banking, Credit Analysis, Deposits, Branch Management
Education
John F. Kennedy University
MBA, Management
Jason Frangoulis's First Republic Bank Experience July 2003 - July 2005
Job Sr. Vice President (SVP) Wholesale Lending Division
Industry Financial Services
Experience
United Mortgage Corp. January 2010 - Present
Royal Consultants June 2009 - February 2010
Precision Financial inc July 2005 - March 2009
First Republic Bank July 2003 - July 2005
eHomeCredit Corp January 2002 - July 2003
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Credit, Sales, Loans, FHA financing, Refinance, Reverse Mortgages, Marketing, Fannie Mae, Lending, Technology, Web Design, Web Development, New Home Purchase, Purchase Financing, PowerPoint, Microsoft Excel, VA loans, USDA, Commercial Mortgages, Mortgage Underwriting, Government Loans, Underwriting, Loan Servicing, Banking, Investment Properties, First Time Home Buyers, Real Estate, Credit Analysis, Wholesale Lending, Real Estate Financing, Real Estate Transactions, Mortgage Marketing, Home Equity Loans, Credit Risk, Finance, Mortgage Servicing, Real Estate Economics, Rates, Sales Management, Asset Based Lending, Branch Management, Consumer Lending, Funding, Commercial Finance, Residential Homes
Education
Nassau Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Bellport
United Mortgage Corp. January 2010 - Present
Royal Consultants June 2009 - February 2010
Precision Financial inc July 2005 - March 2009
First Republic Bank July 2003 - July 2005
eHomeCredit Corp January 2002 - July 2003
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Credit, Sales, Loans, FHA financing, Refinance, Reverse Mortgages, Marketing, Fannie Mae, Lending, Technology, Web Design, Web Development, New Home Purchase, Purchase Financing, PowerPoint, Microsoft Excel, VA loans, USDA, Commercial Mortgages, Mortgage Underwriting, Government Loans, Underwriting, Loan Servicing, Banking, Investment Properties, First Time Home Buyers, Real Estate, Credit Analysis, Wholesale Lending, Real Estate Financing, Real Estate Transactions, Mortgage Marketing, Home Equity Loans, Credit Risk, Finance, Mortgage Servicing, Real Estate Economics, Rates, Sales Management, Asset Based Lending, Branch Management, Consumer Lending, Funding, Commercial Finance, Residential Homes
Education
Nassau Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Bellport
Kristen Fong's First Republic Bank Experience July 2011 - December 2012
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2013 - Present
First Republic Private Wealth Management June 2013 - October 2013
First Republic Bank July 2011 - December 2012
Addison Avenue Federal Credit Union April 2010 - April 2011
Bank of America January 2006 - November 2009
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance
Education
University of San Francisco 2010 — 2012
Masters, Financial Analysis
Kaplan University
Financial Planning
San Jose State University 2008 — 2009
Bachelor's Degree, Business Management
Skyline College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
Aspiriant October 2013 - Present
First Republic Private Wealth Management June 2013 - October 2013
First Republic Bank July 2011 - December 2012
Addison Avenue Federal Credit Union April 2010 - April 2011
Bank of America January 2006 - November 2009
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance
Education
University of San Francisco 2010 — 2012
Masters, Financial Analysis
Kaplan University
Financial Planning
San Jose State University 2008 — 2009
Bachelor's Degree, Business Management
Skyline College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
Christine Maia-Fleres's First Republic Bank Experience August 2004 - September 2007
Job Consumer Financial Protection
Industry Banking
Experience
Federal Reserve Bank of San Francisco July 2010 - Present
Operation HOPE 2004 - 2010
Merrill Lynch September 2007 - June 2008
First Republic Bank August 2004 - September 2007
Providian Bancorp Services June 2000 - August 2004
Sumitomo Bank of California 1996 - 1998
Bank of California 1995 - 1995
Office of the Comptroller of the Currency 1973 - 1981
Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC
Education
Holy Names University 1968 — 1969
Holy Names High School 1966 — 1968
Federal Reserve Bank of San Francisco July 2010 - Present
Operation HOPE 2004 - 2010
Merrill Lynch September 2007 - June 2008
First Republic Bank August 2004 - September 2007
Providian Bancorp Services June 2000 - August 2004
Sumitomo Bank of California 1996 - 1998
Bank of California 1995 - 1995
Office of the Comptroller of the Currency 1973 - 1981
Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC
Education
Holy Names University 1968 — 1969
Holy Names High School 1966 — 1968
Bryan J. Jacop's First Republic Bank Experience August 2003 - June 2005
Job Head of US at ad2games
Industry Online Media
Experience
ad2games May 2014 - Present
Located LLC May 2013 - Present
Japan Intercultural Consulting June 2013 - Present
gumi Inc September 2012 - June 2013
CyberAgent America,Inc. June 2011 - August 2012
Wells Fargo Bank January 2008 - June 2011
HSBC Bank October 2006 - December 2007
Clear Channel Outdoor February 2006 - September 2006
555 Eikaiwa (英会話) July 2005 - December 2005
First Republic Bank August 2003 - June 2005
Skills
Sales Management, Customer Service, Cold Calling, Analytics, New Business Development, Marketing, Event Planning, Networking, Cross-cultural, International Project..., Staff Mentor, Business Development, Lead Generation, Sales, Marketing Strategy, Advertising, Business Strategy, Mobile Devices, Banking, Strategic Partnerships, Start-ups, Customer Satisfaction, Public Relations, Online Advertising, Product Management, Product Marketing, Online Marketing, Mobile Marketing, Social Media Marketing, Digital Marketing, E-commerce, CRM, Digital Media, Sales Process, Social Networking, Salesforce.com, Competitive Analysis, SEM, Mobile Applications, Entrepreneurship, SEO, Management, Strategy, Leadership, Social Media, Account Management, Mobile Advertising, Microsoft Office, Strategic Planning
Education
University of the Pacific, School of International Studies 1999 — 2003
B.A, International Relations; Global Economic Relations & Japanese Language and Culture
関西学院大学 / Kwansei Gakuin University 2000 — 2001
Completion Certificate, Japanese Language & Culture Program
ad2games May 2014 - Present
Located LLC May 2013 - Present
Japan Intercultural Consulting June 2013 - Present
gumi Inc September 2012 - June 2013
CyberAgent America,Inc. June 2011 - August 2012
Wells Fargo Bank January 2008 - June 2011
HSBC Bank October 2006 - December 2007
Clear Channel Outdoor February 2006 - September 2006
555 Eikaiwa (英会話) July 2005 - December 2005
First Republic Bank August 2003 - June 2005
Skills
Sales Management, Customer Service, Cold Calling, Analytics, New Business Development, Marketing, Event Planning, Networking, Cross-cultural, International Project..., Staff Mentor, Business Development, Lead Generation, Sales, Marketing Strategy, Advertising, Business Strategy, Mobile Devices, Banking, Strategic Partnerships, Start-ups, Customer Satisfaction, Public Relations, Online Advertising, Product Management, Product Marketing, Online Marketing, Mobile Marketing, Social Media Marketing, Digital Marketing, E-commerce, CRM, Digital Media, Sales Process, Social Networking, Salesforce.com, Competitive Analysis, SEM, Mobile Applications, Entrepreneurship, SEO, Management, Strategy, Leadership, Social Media, Account Management, Mobile Advertising, Microsoft Office, Strategic Planning
Education
University of the Pacific, School of International Studies 1999 — 2003
B.A, International Relations; Global Economic Relations & Japanese Language and Culture
関西学院大学 / Kwansei Gakuin University 2000 — 2001
Completion Certificate, Japanese Language & Culture Program
Mignon Michaud Spearman's First Republic Bank Experience December 1990 - December 1998
Job CONTROLLER at CONTROL SERVICES, INC
Industry Consumer Goods
Experience
CONTROL SERVICES, INC December 2001 - Present
BancorpSouth December 1998 - June 2001
First Republic Bank December 1990 - December 1998
Skills
Forecasting, Financial Reporting, Budgets, Accounting, Financial Analysis, Cost Accounting, Internal Controls, General Ledger, Microsoft Excel, Accounts Payable, Inventory Management, Strategic Planning, Accounts Receivable, Variance Analysis, Payroll, Account Reconciliation
Education
Louisiana Tech University 1976 — 1980
Bachelor of Science (B.S.), Accounting
CONTROL SERVICES, INC December 2001 - Present
BancorpSouth December 1998 - June 2001
First Republic Bank December 1990 - December 1998
Skills
Forecasting, Financial Reporting, Budgets, Accounting, Financial Analysis, Cost Accounting, Internal Controls, General Ledger, Microsoft Excel, Accounts Payable, Inventory Management, Strategic Planning, Accounts Receivable, Variance Analysis, Payroll, Account Reconciliation
Education
Louisiana Tech University 1976 — 1980
Bachelor of Science (B.S.), Accounting
Tina Chao's First Republic Bank Experience June 2015 - Present
Job Investigator at First Republic Bank
Industry International Trade and Development
Experience
First Republic Bank June 2015 - Present
Union Bank October 2013 - June 2015
MIQ Logistics October 2012 - October 2013
KPMG June 2012 - August 2012
Financial Crimes Enforcement Network June 2010 - July 2010
EPISIL Technologies Inc, Taiwan November 2009 - May 2010
Japan Exchange and Teaching Programme August 2008 - August 2009
Japan Exchange and Teaching Programme August 2006 - August 2008
United Microelectronics Corporations, July 2005 - September 2005
Skills
Japanese, Chinese, Experience Working with..., Cross-cultural, Policy Analysis, Program Management, International Relations, International Trade, Research, International..., Microsoft Office, English, Market Research, Training, Analysis, International Business, Spanish, Bank Secrecy Act, Foreign Policy, Export, Intercultural..., International Economics, Foreign Languages, Data Analysis, Editing, AML, Anti Money Laundering
Education
Monterey Institute of International Studies 2010 — 2012
International Policy Studies, Trade
University of California at Davis 2002 — 2006
Bachelar of Arts, International Relations and Japanese
Lynbrook
First Republic Bank June 2015 - Present
Union Bank October 2013 - June 2015
MIQ Logistics October 2012 - October 2013
KPMG June 2012 - August 2012
Financial Crimes Enforcement Network June 2010 - July 2010
EPISIL Technologies Inc, Taiwan November 2009 - May 2010
Japan Exchange and Teaching Programme August 2008 - August 2009
Japan Exchange and Teaching Programme August 2006 - August 2008
United Microelectronics Corporations, July 2005 - September 2005
Skills
Japanese, Chinese, Experience Working with..., Cross-cultural, Policy Analysis, Program Management, International Relations, International Trade, Research, International..., Microsoft Office, English, Market Research, Training, Analysis, International Business, Spanish, Bank Secrecy Act, Foreign Policy, Export, Intercultural..., International Economics, Foreign Languages, Data Analysis, Editing, AML, Anti Money Laundering
Education
Monterey Institute of International Studies 2010 — 2012
International Policy Studies, Trade
University of California at Davis 2002 — 2006
Bachelar of Arts, International Relations and Japanese
Lynbrook
Olivia Leach's First Republic Bank Experience May 2012 - May 2013
Job Compliance Officer
Industry Banking
Experience
ICBC USA (NA) May 2013 - August 2014
First Republic Bank May 2012 - May 2013
Citi Private Bank- Residential Real Estate November 2010 - March 2012
CitiFinancial September 2006 - April 2010
Washington Mutual Bank April 2004 - August 2006
New York State Assembly 2002 - 2002
Skills
Notary Public, Loans, Mortgage Lending, Consumer Lending, Real Estate, Refinance, Outlook, Auditing, Closings, Training, Credit, Management, Policy, Banking, Budgets, Marketing, Finance
Education
ABA National Compliance School 2015 — 2015
Certificate
SUNY Albany 2001 — 2003
Bachelor of Arts (BA), Political Science and Government
Hudson Valley Community College
Associate of Arts (A.A.)
ICBC USA (NA) May 2013 - August 2014
First Republic Bank May 2012 - May 2013
Citi Private Bank- Residential Real Estate November 2010 - March 2012
CitiFinancial September 2006 - April 2010
Washington Mutual Bank April 2004 - August 2006
New York State Assembly 2002 - 2002
Skills
Notary Public, Loans, Mortgage Lending, Consumer Lending, Real Estate, Refinance, Outlook, Auditing, Closings, Training, Credit, Management, Policy, Banking, Budgets, Marketing, Finance
Education
ABA National Compliance School 2015 — 2015
Certificate
SUNY Albany 2001 — 2003
Bachelor of Arts (BA), Political Science and Government
Hudson Valley Community College
Associate of Arts (A.A.)
Christine Waldo's First Republic Bank Experience June 2001 - Present
Job Loan Closing and Funding Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2001 - Present
Skills
Banking, Mortgage Lending, Real Estate Transactions, Insurance, Residential Mortgages, Commercial Real Estate, Construction Loans, Loans
Education
King's College 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
First Republic Bank June 2001 - Present
Skills
Banking, Mortgage Lending, Real Estate Transactions, Insurance, Residential Mortgages, Commercial Real Estate, Construction Loans, Loans
Education
King's College 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Sean Marcus Oliveira's First Republic Bank Experience February 2013 - February 2015
Job At
Industry Investment Management
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
Enkeleda Gjyzari's First Republic Bank Experience March 2015 - Present
Job Administrative Loan Assistant at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
The Cooperative Bank October 2006 - June 2014
Education
New England College of Business and Finance 2013 — 2017
Accounting and Finance
First Republic Bank March 2015 - Present
The Cooperative Bank October 2006 - June 2014
Education
New England College of Business and Finance 2013 — 2017
Accounting and Finance
Philip Stafford's First Republic Bank Experience March 1976 - May 1987
Job President/CEO at Commercial Capital Bank
Industry Banking
Experience
Commercial Capital Bank February 2002 - Present
First Republic Bank March 1976 - May 1987
Education
School of Banking, LSU 1971 — 1973
Certificate of Completion, Banking and Financial Support Services
Louisiana Tech University 1962 — 1964
Business Administration, Management and Operations
Commercial Capital Bank February 2002 - Present
First Republic Bank March 1976 - May 1987
Education
School of Banking, LSU 1971 — 1973
Certificate of Completion, Banking and Financial Support Services
Louisiana Tech University 1962 — 1964
Business Administration, Management and Operations
Ryan Madden's First Republic Bank Experience October 2013 - Present
Job Credit Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2013 - Present
City National Bank October 2011 - October 2013
Union Bank February 2010 - October 2011
Education
Loyola Marymount University 2003 — 2007
First Republic Bank October 2013 - Present
City National Bank October 2011 - October 2013
Union Bank February 2010 - October 2011
Education
Loyola Marymount University 2003 — 2007
Joseph McKeon's First Republic Bank Experience April 2012 - February 2014
Job Account Advisor at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group February 2014 - Present
First Republic Bank April 2012 - February 2014
RBC May 2010 - June 2011
Education
Monmouth University 2005 — 2010
Bachelor's degree, Finance, General
UnitedHealth Group February 2014 - Present
First Republic Bank April 2012 - February 2014
RBC May 2010 - June 2011
Education
Monmouth University 2005 — 2010
Bachelor's degree, Finance, General
Lynn M. Wallar's First Republic Bank Experience June 2012 - December 2013
Job Banking Professional
Industry Banking
Experience
First Republic Bank June 2012 - December 2013
Fremont Bank June 2001 - June 2012
Skills
Credit, Credit Analysis, Retail Banking, Credit Risk, Portfolio Management, Cross Selling, Relationship Management, Underwriting, Private Banking, Branch Banking, Risk Management, Banking, Commercial Banking
Education
Indiana University Bloomington
Bachelor of Arts (BA), Political Science and Economics
First Republic Bank June 2012 - December 2013
Fremont Bank June 2001 - June 2012
Skills
Credit, Credit Analysis, Retail Banking, Credit Risk, Portfolio Management, Cross Selling, Relationship Management, Underwriting, Private Banking, Branch Banking, Risk Management, Banking, Commercial Banking
Education
Indiana University Bloomington
Bachelor of Arts (BA), Political Science and Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon