First Republic Bank
Industry: Business bank
DescriptionFirst Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele. Headquarters: San Francisco, California, United States Customer service: 00 1 415-288-7598 Assets under management: 121.1 billion USD (2018) Total assets: 93.8 billion USD (2018) Subsidiaries: FIRST REPUBLIC INVESTMENT MANAGEMENT INC,
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1,702 First Republic Bank employees in database. Find out everything there's to know about First Republic Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Republic Bank Employees
Employee
Years
Job
Industry
Amanda Sink Amanda Sink's First Republic Bank Experience January 2014 - November 2014
Job Executive Assistant, Global
Industry Retail
Experience
Williams-Sonoma, Inc. November 2014 - Present
First Republic Bank January 2014 - November 2014
First Republic Bank January 2011 - January 2014
Sacramento Metro Chamber of Commerce November 2008 - May 2010
Skills
Time Management, Microsoft Excel, Research, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Social Media, Training, Management, Spanish
Education
University of California, Davis 2006 — 2010
BA, Spanish and Economics
Sonoma State University 2013 — 2014
Wine Business Management Certification, Wine Business Management Certificate Program
Universidad Nacional de Cuyo 2009 — 2009
Spanish culture, language, music and film
Sacramento City College 2010 — 2010
American Sign Language
Williams-Sonoma, Inc. November 2014 - Present
First Republic Bank January 2014 - November 2014
First Republic Bank January 2011 - January 2014
Sacramento Metro Chamber of Commerce November 2008 - May 2010
Skills
Time Management, Microsoft Excel, Research, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Social Media, Training, Management, Spanish
Education
University of California, Davis 2006 — 2010
BA, Spanish and Economics
Sonoma State University 2013 — 2014
Wine Business Management Certification, Wine Business Management Certificate Program
Universidad Nacional de Cuyo 2009 — 2009
Spanish culture, language, music and film
Sacramento City College 2010 — 2010
American Sign Language
Mary-Catherine Dolan Mary-Catherine Dolan's First Republic Bank Experience March 2015 - Present
Job Associate, Data & Client Insights at First Republic Bank
Industry Investment Banking
Experience
First Republic Bank March 2015 - Present
FTV Capital February 2014 - March 2015
MetLife July 2012 - April 2013
MetLife June 2011 - July 2012
Us Weekly January 2011 - June 2011
Skills
Operational Planning, Creative Strategy, Analytics, Operational Efficiency, Finance, Microsoft Office, Final Cut Pro, Organization, Collaboration, Energy, Fast Learner, Motivation, Team-oriented, Insurance
Education
Quinnipiac University - School of Business 2011 — 2012
Master of Business Administration (MBA), Business/Commerce, General
Quinnipiac University 2008 — 2011
Bachelor of Arts (B.A.), Communications
First Republic Bank March 2015 - Present
FTV Capital February 2014 - March 2015
MetLife July 2012 - April 2013
MetLife June 2011 - July 2012
Us Weekly January 2011 - June 2011
Skills
Operational Planning, Creative Strategy, Analytics, Operational Efficiency, Finance, Microsoft Office, Final Cut Pro, Organization, Collaboration, Energy, Fast Learner, Motivation, Team-oriented, Insurance
Education
Quinnipiac University - School of Business 2011 — 2012
Master of Business Administration (MBA), Business/Commerce, General
Quinnipiac University 2008 — 2011
Bachelor of Arts (B.A.), Communications
Kelly Breczka Kelly Breczka's First Republic Bank Experience April 2013 - August 2014
Job Oboist, Teacher
Industry Music
Experience
First Republic Bank April 2013 - August 2014
Bodrum Mediterranean Restaurant June 2012 - December 2012
Panera Bread January 2011 - June 2012
University of Hartford May 2011 - August 2011
The Yankee Candle Company, Inc. November 2010 - February 2011
BOCES Niagara-Orleans 2008 - 2010
Orleans/Niagara BOCES 2008 - 2010
Gordie Harper's Bazaar July 2007 - July 2009
McDonald's Corporation July 2003 - July 2005
SUNY Fredonia January 2005 - May 2005
Skills
Oboe Perfornance, Music Education, Microsoft Office, Oboe Reed Making, Reed Knife Sharpening, Hostesses, Servers, Customer Service, Friendly Personality, Musical Instruments, Musical Background, Musical Theatre, Orchestral Music, Opera, Opera Orchestra, Chamber Music, Microsoft Excel, Band, Music Performance, Performing Arts, Conducting, Oboe
Education
SUNY Purchase 2011 — 2012
Artist's Diploma, Music Performance, Obow
University of Hartford 2009 — 2011
Master of Arts (M.A.), Music Performance, Oboe
SUNY Fredonia 2005 — 2009
Bachelor of Arts (B.A.), Music Teacher Education, K-12
First Republic Bank April 2013 - August 2014
Bodrum Mediterranean Restaurant June 2012 - December 2012
Panera Bread January 2011 - June 2012
University of Hartford May 2011 - August 2011
The Yankee Candle Company, Inc. November 2010 - February 2011
BOCES Niagara-Orleans 2008 - 2010
Orleans/Niagara BOCES 2008 - 2010
Gordie Harper's Bazaar July 2007 - July 2009
McDonald's Corporation July 2003 - July 2005
SUNY Fredonia January 2005 - May 2005
Skills
Oboe Perfornance, Music Education, Microsoft Office, Oboe Reed Making, Reed Knife Sharpening, Hostesses, Servers, Customer Service, Friendly Personality, Musical Instruments, Musical Background, Musical Theatre, Orchestral Music, Opera, Opera Orchestra, Chamber Music, Microsoft Excel, Band, Music Performance, Performing Arts, Conducting, Oboe
Education
SUNY Purchase 2011 — 2012
Artist's Diploma, Music Performance, Obow
University of Hartford 2009 — 2011
Master of Arts (M.A.), Music Performance, Oboe
SUNY Fredonia 2005 — 2009
Bachelor of Arts (B.A.), Music Teacher Education, K-12
Ted Holman Ted Holman's First Republic Bank Experience April 2014 - Present
Job Director, First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Union Bank March 2010 - April 2014
Centerline Capital (formerly Related Capital) November 2006 - February 2010
Opportunity Finance Fund 2004 - 2006
Deloitte 2000 - 2004
Navigant Consulting (formerly Peterson Consulting) 1997 - 2000
Skills
Affordable Housing, Real Estate, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Community Development, Real Estate Economics, Loans, Banking, Due Diligence, Management, Finance, Portfolio Management, Investment Properties, Investments, Credit, Strategic Planning
Education
University of Virginia
MA
Rutgers University
BS
First Republic Bank April 2014 - Present
Union Bank March 2010 - April 2014
Centerline Capital (formerly Related Capital) November 2006 - February 2010
Opportunity Finance Fund 2004 - 2006
Deloitte 2000 - 2004
Navigant Consulting (formerly Peterson Consulting) 1997 - 2000
Skills
Affordable Housing, Real Estate, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Community Development, Real Estate Economics, Loans, Banking, Due Diligence, Management, Finance, Portfolio Management, Investment Properties, Investments, Credit, Strategic Planning
Education
University of Virginia
MA
Rutgers University
BS
Ted Rodriguez Ted Rodriguez's First Republic Bank Experience September 2007 - January 2014
Job Cashier at Target
Industry Banking
Experience
Target February 2015 - Present
Park Presidio UMC February 2014 - January 2015
First Republic Bank September 2007 - January 2014
Robert Half Technology June 2007 - September 2007
KAISER PERMANENTE August 2005 - December 2006
Del Monte Foods, Inc. November 1992 - November 2003
Skills
Branch Banking, Windows XP, Windows 7, Microsoft Word, Microsoft Excel, BMC Remedy, Service Now, Microsoft Lync, Microsoft Access, Microsoft Outlook, Microsoft Office 2003, Microsoft Office 2010, Laptops, Access, Microsoft Office
Education
Pepperdine University 1973 — 1975
Accounting
Target February 2015 - Present
Park Presidio UMC February 2014 - January 2015
First Republic Bank September 2007 - January 2014
Robert Half Technology June 2007 - September 2007
KAISER PERMANENTE August 2005 - December 2006
Del Monte Foods, Inc. November 1992 - November 2003
Skills
Branch Banking, Windows XP, Windows 7, Microsoft Word, Microsoft Excel, BMC Remedy, Service Now, Microsoft Lync, Microsoft Access, Microsoft Outlook, Microsoft Office 2003, Microsoft Office 2010, Laptops, Access, Microsoft Office
Education
Pepperdine University 1973 — 1975
Accounting
Joseph Barone Joseph Barone's First Republic Bank Experience June 2012 - March 2013
Job Business Banker
Industry Banking
Experience
The Village Bank July 2013 - Present
First Republic Bank June 2012 - March 2013
Columbia Bank New Jersey April 2006 - June 2012
Sovereign Bank June 2002 - 2006
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Portfolio Management, Mortgage Lending, Lines Of Credit, Financial Analysis, Commercial Mortgages, Retail Banking, Finance, Construction Loans, Consumer Lending, Small Business
Education
Fleetboston credit training 2001 — 2001
Rutgers, The State University of New Jersey-Newark 1996 — 2000
MBA, Finance
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Consumer Economics
The Village Bank July 2013 - Present
First Republic Bank June 2012 - March 2013
Columbia Bank New Jersey April 2006 - June 2012
Sovereign Bank June 2002 - 2006
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Portfolio Management, Mortgage Lending, Lines Of Credit, Financial Analysis, Commercial Mortgages, Retail Banking, Finance, Construction Loans, Consumer Lending, Small Business
Education
Fleetboston credit training 2001 — 2001
Rutgers, The State University of New Jersey-Newark 1996 — 2000
MBA, Finance
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Consumer Economics
Molly Anderson Molly Anderson's First Republic Bank Experience June 2015 - Present
Job Consulting Program Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
BNP Paribas January 2015 - June 2015
U.S. Bank October 2014 - January 2015
First Republic Bank March 2013 - October 2014
Bank of America Merrill Lynch August 2010 - March 2013
Wells Fargo November 2009 - August 2010
Bank of America Merrill Lynch January 2007 - November 2009
Wells Fargo Bank January 2006 - December 2006
Grower's Resource, Inc. May 2002 - December 2005
Bank of America 1992 - 2002
Skills
Strategic Planning, Risk Management, Risk Mitigation, Portfolio Management, Process Improvement, Product Management, Telephony, Technical Management, Management, Leadership, Technology Management, CRM, Cross-functional Team..., Integration, Outsourcing, SDLC, Strategy, Business Process, Banking, Business Analysis, Vendor Management
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The George Washington University
Masters Certification, Information Technology Project Management
Northeastern University
BS, Marketing
First Republic Bank June 2015 - Present
BNP Paribas January 2015 - June 2015
U.S. Bank October 2014 - January 2015
First Republic Bank March 2013 - October 2014
Bank of America Merrill Lynch August 2010 - March 2013
Wells Fargo November 2009 - August 2010
Bank of America Merrill Lynch January 2007 - November 2009
Wells Fargo Bank January 2006 - December 2006
Grower's Resource, Inc. May 2002 - December 2005
Bank of America 1992 - 2002
Skills
Strategic Planning, Risk Management, Risk Mitigation, Portfolio Management, Process Improvement, Product Management, Telephony, Technical Management, Management, Leadership, Technology Management, CRM, Cross-functional Team..., Integration, Outsourcing, SDLC, Strategy, Business Process, Banking, Business Analysis, Vendor Management
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The George Washington University
Masters Certification, Information Technology Project Management
Northeastern University
BS, Marketing
William Chiu, FRM William Chiu, FRM's First Republic Bank Experience July 2015 - Present
Job Manager, Quantitative Analytics at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
First Republic Bank December 2014 - July 2015
TransUnion December 2013 - November 2014
BMO Harris Bank September 2013 - December 2013
Bank of America June 2013 - September 2013
Bank of America September 2011 - September 2012
Wells Fargo April 2010 - September 2011
Wells Fargo March 2008 - April 2010
Aplia June 2005 - March 2008
University of California, Berkeley January 2003 - May 2005
Skills
SAS, Analytics, Basel II, R, SQL, Data Mining, Predictive Modeling, Econometrics, Predictive Analytics, Business Intelligence, Credit Risk, Logistic Regression, Quantitative Finance, Financial Analysis, Financial Modeling, SAS Programming, Management
Education
Northwestern University 2012 — 2013
MS, Analytics
University of California, Berkeley 2001 — 2005
BA, Economics
First Republic Bank July 2015 - Present
First Republic Bank December 2014 - July 2015
TransUnion December 2013 - November 2014
BMO Harris Bank September 2013 - December 2013
Bank of America June 2013 - September 2013
Bank of America September 2011 - September 2012
Wells Fargo April 2010 - September 2011
Wells Fargo March 2008 - April 2010
Aplia June 2005 - March 2008
University of California, Berkeley January 2003 - May 2005
Skills
SAS, Analytics, Basel II, R, SQL, Data Mining, Predictive Modeling, Econometrics, Predictive Analytics, Business Intelligence, Credit Risk, Logistic Regression, Quantitative Finance, Financial Analysis, Financial Modeling, SAS Programming, Management
Education
Northwestern University 2012 — 2013
MS, Analytics
University of California, Berkeley 2001 — 2005
BA, Economics
Leilani Johnson's First Republic Bank Experience December 2001 - January 2006
Job Regional HR Director, Americas at Treasury Wine Estates
Industry Wine and Spirits
Experience
Treasury Wine Estates February 2015 - Present
Treasury Wine Estates January 2014 - February 2015
Treasury Wine Estates January 2012 - January 2014
Treasury Wine Estates December 2010 - January 2012
Foster's Wine Estates Americas May 2009 - December 2010
Foster's Wine Estates January 2006 - May 2009
First Republic Bank December 2001 - January 2006
Auberge Resorts September 2000 - October 2001
Skills
HRIS, Employee Engagement, Employee Relations, Restructuring, Strategic Planning, Training, Human Resources, Recruiting, Leadership, Organizational..., Succession Planning, Talent Acquisition, Deferred Compensation, Personnel Management
Education
Pacific Union College 1995 — 1999
BS, Communications
Treasury Wine Estates February 2015 - Present
Treasury Wine Estates January 2014 - February 2015
Treasury Wine Estates January 2012 - January 2014
Treasury Wine Estates December 2010 - January 2012
Foster's Wine Estates Americas May 2009 - December 2010
Foster's Wine Estates January 2006 - May 2009
First Republic Bank December 2001 - January 2006
Auberge Resorts September 2000 - October 2001
Skills
HRIS, Employee Engagement, Employee Relations, Restructuring, Strategic Planning, Training, Human Resources, Recruiting, Leadership, Organizational..., Succession Planning, Talent Acquisition, Deferred Compensation, Personnel Management
Education
Pacific Union College 1995 — 1999
BS, Communications
Howard Sackson Howard Sackson's First Republic Bank Experience April 2010 - May 2012
Job
Industry Financial Services
Experience
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
Brooke King's First Republic Bank Experience September 2011 - January 2012
Job Application Delivery Specialist
Industry Information Technology and Services
Experience
Kaiser Permanente December 2014 - Present
Greenfield Partners Inc. May 2014 - December 2014
eTouch Systems April 2014 - May 2014
The Ascent Services Group July 2013 - September 2013
F5 Networks October 2012 - April 2013
Apex Systems July 2012 - October 2012
virtualbeam June 2012 - September 2012
First Republic Bank September 2011 - January 2012
HP Enterprise Services August 2010 - September 2011
Bank of America May 2002 - July 2010
Skills
DNS, Solaris, Unix, Firewalls, Disaster Recovery, Load Balancing, TCP/IP, F5 BigIP, Data Center, Servers, Linux, Routers, VPN, Network Administration, Infrastructure, SMTP, Shell Scripting, Networking, Security, Operating Systems, Network Design, Perl, Apache, Storage, Routing, Hardware, Troubleshooting, Incident Management, IP, Switches, RedHat, System Deployment, System Administration, HP, Information Security, Sendmail, Integration, Network Security, Bind, Deployment, IP Networking, Data Loss Prevention, DLP, Checkpoint, DNS management, Databases, Unix Shell Scripting, Network Architecture, Business Continuity
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 1999
University of Alabama in Huntsville 1988 — 1988
non-degree nine semester hours, Japanese Language and Literature
New Mexico Institute of Mining and Technology 1980 — 1985
Bachelor of Science (BS), Computer Science
Alamogordo Senior High School 1978 — 1980
Escambia County High School 1977 — 1978
T. R. Miller High School 1976 — 1977
Kaiser Permanente December 2014 - Present
Greenfield Partners Inc. May 2014 - December 2014
eTouch Systems April 2014 - May 2014
The Ascent Services Group July 2013 - September 2013
F5 Networks October 2012 - April 2013
Apex Systems July 2012 - October 2012
virtualbeam June 2012 - September 2012
First Republic Bank September 2011 - January 2012
HP Enterprise Services August 2010 - September 2011
Bank of America May 2002 - July 2010
Skills
DNS, Solaris, Unix, Firewalls, Disaster Recovery, Load Balancing, TCP/IP, F5 BigIP, Data Center, Servers, Linux, Routers, VPN, Network Administration, Infrastructure, SMTP, Shell Scripting, Networking, Security, Operating Systems, Network Design, Perl, Apache, Storage, Routing, Hardware, Troubleshooting, Incident Management, IP, Switches, RedHat, System Deployment, System Administration, HP, Information Security, Sendmail, Integration, Network Security, Bind, Deployment, IP Networking, Data Loss Prevention, DLP, Checkpoint, DNS management, Databases, Unix Shell Scripting, Network Architecture, Business Continuity
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 1999
University of Alabama in Huntsville 1988 — 1988
non-degree nine semester hours, Japanese Language and Literature
New Mexico Institute of Mining and Technology 1980 — 1985
Bachelor of Science (BS), Computer Science
Alamogordo Senior High School 1978 — 1980
Escambia County High School 1977 — 1978
T. R. Miller High School 1976 — 1977
Dianne DiBlasi Dianne DiBlasi's First Republic Bank Experience November 2013 - November 2013
Job Editor at CreateNYC
Industry Public Relations and Communications
Experience
CreateNYC April 2014 - Present
The Creative Group 2005 - April 2014
Royle Financial, Commerzbank, Perivan, Merrill Corp May 2011 - March 2014
First Republic Bank November 2013 - November 2013
Royle Financial Print December 2011 - May 2012
Mike Leigh Prod. 2010 - 2011
e-Learning for Healthcare, A Department of Health Programme April 2010 - July 2010
Skills
Publishing, Copy Editing, Proofreading, Editing, Books, Editorial, Publications, Magazines, Creative Writing, Social Media
Education
New York University
BA, Journalism
Newfield High School
CreateNYC April 2014 - Present
The Creative Group 2005 - April 2014
Royle Financial, Commerzbank, Perivan, Merrill Corp May 2011 - March 2014
First Republic Bank November 2013 - November 2013
Royle Financial Print December 2011 - May 2012
Mike Leigh Prod. 2010 - 2011
e-Learning for Healthcare, A Department of Health Programme April 2010 - July 2010
Skills
Publishing, Copy Editing, Proofreading, Editing, Books, Editorial, Publications, Magazines, Creative Writing, Social Media
Education
New York University
BA, Journalism
Newfield High School
Dylan Rodrigues Dylan Rodrigues's First Republic Bank Experience May 2013 - May 2015
Job Technology Management Consultant
Industry Internet
Experience
Wells Fargo May 2015 - Present
Facing1 November 2014 - Present
WoMentorNet - The Women's Mentorship Network June 2005 - Present
First Republic Bank May 2013 - May 2015
US Bank March 2011 - May 2013
Chase November 2009 - March 2011
IBM Global Business Services October 2002 - August 2005
PricewaterhouseCoopers September 1998 - October 2002
ISX Corporation June 1995 - February 1998
Marketing Technology and Training April 1993 - February 1998
Skills
Mobile, User Experience, Requirements Analysis, Mentoring, iPhone, Executive Management, Program Management, Product Development, Strategic Planning, Android, Tablet PC, iOS, iPad, Windows Phone, Blackberry, SMS, HTML5, Technical Writing, Business Analysis, Business Intelligence, Design Methodology, Mentorship, Financial Markets, Customer Experience, Technical Management, Enterprise Content..., Enterprise Portals, Adult Education, Direct Marketing, Digital Marketing, Project Execution, SDLC, Methods Development, Event Management, Scenario Planning, Mobile Devices, Project Management, Management, Content Management, Information Architecture, Mobile Internet, HTML 5, Leadership, Strategy
Education
Northern Essex Community College
The George Washington University
University of Hartford
Wells Fargo May 2015 - Present
Facing1 November 2014 - Present
WoMentorNet - The Women's Mentorship Network June 2005 - Present
First Republic Bank May 2013 - May 2015
US Bank March 2011 - May 2013
Chase November 2009 - March 2011
IBM Global Business Services October 2002 - August 2005
PricewaterhouseCoopers September 1998 - October 2002
ISX Corporation June 1995 - February 1998
Marketing Technology and Training April 1993 - February 1998
Skills
Mobile, User Experience, Requirements Analysis, Mentoring, iPhone, Executive Management, Program Management, Product Development, Strategic Planning, Android, Tablet PC, iOS, iPad, Windows Phone, Blackberry, SMS, HTML5, Technical Writing, Business Analysis, Business Intelligence, Design Methodology, Mentorship, Financial Markets, Customer Experience, Technical Management, Enterprise Content..., Enterprise Portals, Adult Education, Direct Marketing, Digital Marketing, Project Execution, SDLC, Methods Development, Event Management, Scenario Planning, Mobile Devices, Project Management, Management, Content Management, Information Architecture, Mobile Internet, HTML 5, Leadership, Strategy
Education
Northern Essex Community College
The George Washington University
University of Hartford
Faranak Firozan, CAMS's First Republic Bank Experience April 2014 - Present
Job AML/BSA Financial Investigator at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Union Bank August 2010 - April 2014
ICon Professional Services December 2007 - 2009
Water & Power Resource Development Co September 2002 - September 2007
Skills
AML, Bank Secrecy Act, Analysis, Databases, SQL, Fraud, Management, Anti Money Laundering, OFAC, Risk Management, KYC, Investigation, USA PATRIOT Act, Compliance, Quality Assurance, Agile Methodologies, Leadership, Operational Risk, Quantitative and...
Education
Notre Dame de Namur University 2013 — 2016
Master of Business Administration (M.B.A.), Business Management Services
Ucsc extension silicon valley 2009 — 2009
N/A, Database systems certificate
Shahid Beheshti University 1998 — 2001
Bachelor of Science (B.S.), Computer Software Engineering
First Republic Bank April 2014 - Present
Union Bank August 2010 - April 2014
ICon Professional Services December 2007 - 2009
Water & Power Resource Development Co September 2002 - September 2007
Skills
AML, Bank Secrecy Act, Analysis, Databases, SQL, Fraud, Management, Anti Money Laundering, OFAC, Risk Management, KYC, Investigation, USA PATRIOT Act, Compliance, Quality Assurance, Agile Methodologies, Leadership, Operational Risk, Quantitative and...
Education
Notre Dame de Namur University 2013 — 2016
Master of Business Administration (M.B.A.), Business Management Services
Ucsc extension silicon valley 2009 — 2009
N/A, Database systems certificate
Shahid Beheshti University 1998 — 2001
Bachelor of Science (B.S.), Computer Software Engineering
Kathryn Lawrence's First Republic Bank Experience 1999 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank 1999 - Present
The Boston Company 1997 - 1999
Skills
Investments, Strategy, Banking, Loans, Management, Investment Properties, Real Estate, Financial Services, Strategic Planning, Leadership, Portfolio Management, Sales, Finance, Credit
Education
Queens University of Charlotte
BA, English Literature, Elementary Education
First Republic Bank 1999 - Present
The Boston Company 1997 - 1999
Skills
Investments, Strategy, Banking, Loans, Management, Investment Properties, Real Estate, Financial Services, Strategic Planning, Leadership, Portfolio Management, Sales, Finance, Credit
Education
Queens University of Charlotte
BA, English Literature, Elementary Education
Len Moscatelli, CFP Len Moscatelli, CFP's First Republic Bank Experience May 2003 - August 2009
Job Team Leader / Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank August 2009 - Present
First Republic bank May 2003 - August 2009
Citibank April 1995 - April 2003
HSBC March 1987 - February 1995
National Bank of Canada 1985 - 1987
Skills
Series 7, Series 6, Series 63, Commercial Lending, Wealth Management, Private Banking, Loans, Commercial Banking, Credit, Small Business Lending, Portfolio Management, Relationship Management, Credit Analysis, Banking, Mutual Funds, Investments, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Equities, Financial Services, Hedge Funds, Mortgage Lending, Securities
Education
Lubin graduate school of business 1985 — 1987
MBA, Finance
New York University 1979 — 1984
BA, Economics
City National Bank August 2009 - Present
First Republic bank May 2003 - August 2009
Citibank April 1995 - April 2003
HSBC March 1987 - February 1995
National Bank of Canada 1985 - 1987
Skills
Series 7, Series 6, Series 63, Commercial Lending, Wealth Management, Private Banking, Loans, Commercial Banking, Credit, Small Business Lending, Portfolio Management, Relationship Management, Credit Analysis, Banking, Mutual Funds, Investments, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Equities, Financial Services, Hedge Funds, Mortgage Lending, Securities
Education
Lubin graduate school of business 1985 — 1987
MBA, Finance
New York University 1979 — 1984
BA, Economics
Andrea D'Souza's First Republic Bank Experience June 2015 - August 2015
Job Student at Princeton University
Industry
Experience
Vive October 2014 - Present
First Republic Bank June 2015 - August 2015
Princeton University Pace Center for Civic Engagement June 2014 - August 2014
Center for Disease Dynamics, Economics & Policy June 2013 - August 2013
Princeton University Annual Giving September 2012 - April 2013
Currents Magazine January 2012 - June 2012
Mary Mother of God Church September 2007 - January 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Data Analysis, Twitter, Twitter Marketing, Creative Writing, Matlab, AMPL, Java, C, PHP, HTML, R
Education
Princeton University 2012 — 2016
Bachelor’s Degree, Operations Research and Financial Engineering & Creative Writing
High Technology High School 2008 — 2012
High School
Thompson Middle School
Vive October 2014 - Present
First Republic Bank June 2015 - August 2015
Princeton University Pace Center for Civic Engagement June 2014 - August 2014
Center for Disease Dynamics, Economics & Policy June 2013 - August 2013
Princeton University Annual Giving September 2012 - April 2013
Currents Magazine January 2012 - June 2012
Mary Mother of God Church September 2007 - January 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Data Analysis, Twitter, Twitter Marketing, Creative Writing, Matlab, AMPL, Java, C, PHP, HTML, R
Education
Princeton University 2012 — 2016
Bachelor’s Degree, Operations Research and Financial Engineering & Creative Writing
High Technology High School 2008 — 2012
High School
Thompson Middle School
Kate Winget's First Republic Bank Experience November 2014 - Present
Job Assistant Team Lead Preferred Banking, First Republic Bank
Industry Banking
Experience
First Republic Bank November 2014 - Present
First Republic Bank September 2013 - November 2014
First Republic Bank April 2012 - September 2013
PNC Mortgage May 2010 - May 2012
HomeBanc December 2009 - October 2010
Taylor, Bean & Whitaker January 2008 - August 2009
SunTrust Mortgage June 2007 - January 2008
REMAX Realty Associates March 2006 - May 2007
Schenker January 2004 - January 2005
Eagle Global Logistics May 2003 - January 2004
Skills
Banking, Loans, Mortgage Lending, Management, Loan Origination, Mortgage Banking, Refinance, Credit, Credit Analysis
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration: Supply Chain Management and Marketing
First Republic Bank November 2014 - Present
First Republic Bank September 2013 - November 2014
First Republic Bank April 2012 - September 2013
PNC Mortgage May 2010 - May 2012
HomeBanc December 2009 - October 2010
Taylor, Bean & Whitaker January 2008 - August 2009
SunTrust Mortgage June 2007 - January 2008
REMAX Realty Associates March 2006 - May 2007
Schenker January 2004 - January 2005
Eagle Global Logistics May 2003 - January 2004
Skills
Banking, Loans, Mortgage Lending, Management, Loan Origination, Mortgage Banking, Refinance, Credit, Credit Analysis
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration: Supply Chain Management and Marketing
Logan Suba Logan Suba's First Republic Bank Experience June 2015 - August 2015
Job Rotational Analyst Markets Group at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York August 2015 - Present
First Republic Bank June 2015 - August 2015
Pace University September 2012 - May 2015
Santander Bank, N.A. June 2014 - August 2014
Waterville Veterinary Clinic October 2008 - September 2012
Skills
Microsoft Excel, Access, PowerPoint, Time Management, Financial Analysis, Data Analysis, Outlook, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Budgets, VBA, SQL, Database Design, Customer Service, Public Speaking
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.69 GPA
Waterville Central High School 2007 — 2011
Federal Reserve Bank of New York August 2015 - Present
First Republic Bank June 2015 - August 2015
Pace University September 2012 - May 2015
Santander Bank, N.A. June 2014 - August 2014
Waterville Veterinary Clinic October 2008 - September 2012
Skills
Microsoft Excel, Access, PowerPoint, Time Management, Financial Analysis, Data Analysis, Outlook, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Budgets, VBA, SQL, Database Design, Customer Service, Public Speaking
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.69 GPA
Waterville Central High School 2007 — 2011
Peter Mihopoulos Peter Mihopoulos's First Republic Bank Experience July 2010 - October 2014
Job Assistant Vice President, Private Banker at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust October 2014 - Present
First Republic Bank July 2010 - October 2014
Wachovia Bank June 2009 - July 2010
Countrywide Financial Corporation February 2007 - June 2008
Washington Mutual Bank June 2005 - February 2007
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Loan Origination, Credit, Refinance, Real Estate Economics, Investments, Real Estate Financing, Banking, Investment Properties, Commercial Banking, Real Estate, Loans, Financial Services
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Gibraltar Private Bank & Trust October 2014 - Present
First Republic Bank July 2010 - October 2014
Wachovia Bank June 2009 - July 2010
Countrywide Financial Corporation February 2007 - June 2008
Washington Mutual Bank June 2005 - February 2007
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Loan Origination, Credit, Refinance, Real Estate Economics, Investments, Real Estate Financing, Banking, Investment Properties, Commercial Banking, Real Estate, Loans, Financial Services
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Jessica Safirstein Jessica Safirstein's First Republic Bank Experience March 2014 - Present
Job Online Banking Analyst
Industry Banking
Experience
First Republic Bank March 2014 - Present
NET-A-PORTER GROUP LTD May 2011 - March 2014
EMI Music January 2011 - May 2011
Montmartre August 2009 - February 2010
LUSH FRESH HANDMADE COSMETICS August 2008 - January 2009
Simon and Schuster January 2008 - May 2008
Skills
Teamwork, Customer Service, Retail, Fashion, Apparel, Trend Analysis, Styling, Time Management, Customer Experience, Social Media, Microsoft Office, Luxury Goods, E-commerce, Microsoft Excel, Trend, Sales, PowerPoint, Outlook
Education
New York University 2014 — 2016
Master of Science (M.S.), Hospitality Industry Studies
Ramapo College of New Jersey
Bachelor of Arts (BA), Psychology
First Republic Bank March 2014 - Present
NET-A-PORTER GROUP LTD May 2011 - March 2014
EMI Music January 2011 - May 2011
Montmartre August 2009 - February 2010
LUSH FRESH HANDMADE COSMETICS August 2008 - January 2009
Simon and Schuster January 2008 - May 2008
Skills
Teamwork, Customer Service, Retail, Fashion, Apparel, Trend Analysis, Styling, Time Management, Customer Experience, Social Media, Microsoft Office, Luxury Goods, E-commerce, Microsoft Excel, Trend, Sales, PowerPoint, Outlook
Education
New York University 2014 — 2016
Master of Science (M.S.), Hospitality Industry Studies
Ramapo College of New Jersey
Bachelor of Arts (BA), Psychology
Erica Leone's First Republic Bank Experience July 2006 - January 2012
Job Quality Assurance Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. September 2013 - January 2015
New England College of Business and Finance July 2012 - January 2014
Wolf & Company, P.C. December 2012 - June 2013
First Republic Bank July 2006 - January 2012
Commerce Bank November 2004 - June 2006
HSBC July 2002 - November 2004
Skills
Private Banking, Banking Operations, Compliance, Client Services, Bank Management, Risk Management, Operational Efficiency, Time Management, Enterprise Risk..., AML, Portfolio Management, Anti Money Laundering, Banking
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Business Ethics and Compliance, Final GPA - 3.97
State University of New York at Albany
Bachelor of Arts (BA), Psychology
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. September 2013 - January 2015
New England College of Business and Finance July 2012 - January 2014
Wolf & Company, P.C. December 2012 - June 2013
First Republic Bank July 2006 - January 2012
Commerce Bank November 2004 - June 2006
HSBC July 2002 - November 2004
Skills
Private Banking, Banking Operations, Compliance, Client Services, Bank Management, Risk Management, Operational Efficiency, Time Management, Enterprise Risk..., AML, Portfolio Management, Anti Money Laundering, Banking
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Business Ethics and Compliance, Final GPA - 3.97
State University of New York at Albany
Bachelor of Arts (BA), Psychology
Salvatore Perniola, PMP's First Republic Bank Experience June 2014 - Present
Job Director at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank June 2014 - Present
Barclays Capital June 2004 - June 2014
BNP Paribas July 2001 - June 2004
Skandinaviska Enskilda Banken July 1993 - July 2001
Skills
ITIL, IT Service Management, IT Strategy, Active Directory, Governance, IT Security Policies, IT Security Operations, IT Security Best..., Desktop Environment, Desktop Computers, Remote Desktop, Remote Access, Secure Remote Access, Projects, Project Management, Project Planning, Project Managers, PMP, IT Management, Vendor Management, Disaster Recovery, Cross-functional Team..., Leadership, Single Sign On, PMO, Infrastructure, Management, Project Portfolio..., SDLC, System Deployment, Project Delivery, Team Leadership, Process Improvement, Service Delivery, Information Technology, IT Operations, Business Analysis, Outsourcing, Stakeholder Management, Integration, Software Project..., Resource Management, Requirements Analysis, Offshoring, Incident Management, Release Management, Information Security..., Information Security, Business Process, Service Management
Education
Pace University - Lubin School of Business
BBA, Information Systems
First Republic Bank June 2014 - Present
Barclays Capital June 2004 - June 2014
BNP Paribas July 2001 - June 2004
Skandinaviska Enskilda Banken July 1993 - July 2001
Skills
ITIL, IT Service Management, IT Strategy, Active Directory, Governance, IT Security Policies, IT Security Operations, IT Security Best..., Desktop Environment, Desktop Computers, Remote Desktop, Remote Access, Secure Remote Access, Projects, Project Management, Project Planning, Project Managers, PMP, IT Management, Vendor Management, Disaster Recovery, Cross-functional Team..., Leadership, Single Sign On, PMO, Infrastructure, Management, Project Portfolio..., SDLC, System Deployment, Project Delivery, Team Leadership, Process Improvement, Service Delivery, Information Technology, IT Operations, Business Analysis, Outsourcing, Stakeholder Management, Integration, Software Project..., Resource Management, Requirements Analysis, Offshoring, Incident Management, Release Management, Information Security..., Information Security, Business Process, Service Management
Education
Pace University - Lubin School of Business
BBA, Information Systems
Gianfranco Panasci's First Republic Bank Experience August 2012 - March 2014
Job Account Executive at Quantcast
Industry Information Technology and Services
Experience
Quantcast May 2015 - Present
FJM Private Mortgage Fund, LLC March 2014 - May 2015
First Republic Bank August 2012 - March 2014
Blue Train Tutoring April 2011 - August 2012
Skills
Spanish, Italian, Capital IQ, Microsoft Excel, Thomson One BETA Retail, Bloomberg
Education
Pepperdine University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Pepperdine University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Lick-Wilmerding High School
Quantcast May 2015 - Present
FJM Private Mortgage Fund, LLC March 2014 - May 2015
First Republic Bank August 2012 - March 2014
Blue Train Tutoring April 2011 - August 2012
Skills
Spanish, Italian, Capital IQ, Microsoft Excel, Thomson One BETA Retail, Bloomberg
Education
Pepperdine University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Pepperdine University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Lick-Wilmerding High School
Susan Horner Susan Horner's First Republic Bank Experience January 1990 - January 1999
Job Banking Professional
Industry Banking
Experience
Marlin Business Services Corp Deposit Operations ManagerRepublic BankJanuary 1999 - January 2012
First Republic Bank January 1990 - January 1999
First Executive Bank January 1988 - January 1990
Skills
Customer Service, Problem Solving, Research, Banking, General Ledger
Education
Burlington County College
Associates Degree
Marlin Business Services Corp Deposit Operations ManagerRepublic BankJanuary 1999 - January 2012
First Republic Bank January 1990 - January 1999
First Executive Bank January 1988 - January 1990
Skills
Customer Service, Problem Solving, Research, Banking, General Ledger
Education
Burlington County College
Associates Degree
Erin Carrero Erin Carrero's First Republic Bank Experience April 2012 - Present
Job Executive Assistant
Industry Banking
Experience
First Republic Bank April 2012 - Present
Wainscot Media LLC February 2008 - October 2010
Guardline Fire & Safety August 2004 - February 2008
Lane Laboratories October 1998 - August 2004
Skills
Supporting C-Level..., Calendar Management and..., Meeting Coordination..., Travel Planning, Dictation and..., Minutes, Follow Up, Project Coordination, Event Planning, Office Management, Purchasing, Vendor Relations, Expense Reporting, Microsoft Office, Mac OS X, Intuitive, Proactivity, Attention To Detail, Interpersonal, Creative Problem Solving, Teamwork
Education
New York University 2007 — 2008
Ramapo College of New Jersey 1997 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
First Republic Bank April 2012 - Present
Wainscot Media LLC February 2008 - October 2010
Guardline Fire & Safety August 2004 - February 2008
Lane Laboratories October 1998 - August 2004
Skills
Supporting C-Level..., Calendar Management and..., Meeting Coordination..., Travel Planning, Dictation and..., Minutes, Follow Up, Project Coordination, Event Planning, Office Management, Purchasing, Vendor Relations, Expense Reporting, Microsoft Office, Mac OS X, Intuitive, Proactivity, Attention To Detail, Interpersonal, Creative Problem Solving, Teamwork
Education
New York University 2007 — 2008
Ramapo College of New Jersey 1997 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
Caitlyn Barris Caitlyn Barris's First Republic Bank Experience April 2012 - December 2013
Job Client Services Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2012 - December 2013
True Wireless October 2010 - February 2012
OHC Group, LLC June 2009 - April 2010
Education
Pepperdine University 2007 — 2009
Bachelor of Arts (B.A.), Sociology
First Republic Bank April 2012 - December 2013
True Wireless October 2010 - February 2012
OHC Group, LLC June 2009 - April 2010
Education
Pepperdine University 2007 — 2009
Bachelor of Arts (B.A.), Sociology
Jovian Ho's First Republic Bank Experience 1983 - 1987
Job Chief Operating Officer and CoFounder of DynAgility
Industry Information Technology and Services
Experience
DynAgility July 2011 - Present
REDI MANAGEMENT 2002 - July 2011
TECHSNAP Inc 2000 - May 2011
Intellitactics 2003 - 2010
Department of interior 2002 - 2003
Online Resources 1999 - 2002
SallieMae 1992 - 1999
AT&T 1987 - 1992
First Republic Bank 1983 - 1987
Xerox Corporation 1981 - 1983
Skills
Integration, Software Development, Data Warehousing, Architecture, Databases, CRM, Management, Cloud Computing, SaaS, Program Management, Enterprise Software, Enterprise Architecture, Start-ups, Security, IT Management, Agile Methodologies, Business Analysis, Strategic Planning, IT Strategy, Software Project..., SDLC, Leadership, Professional Services, Business Strategy, Pre-sales, Architectures, Executive Management
Education
Purdue University 1975 — 1979
BS, Computer Science and Business Administration
Lycee Blaise de Pascal
High School
DynAgility July 2011 - Present
REDI MANAGEMENT 2002 - July 2011
TECHSNAP Inc 2000 - May 2011
Intellitactics 2003 - 2010
Department of interior 2002 - 2003
Online Resources 1999 - 2002
SallieMae 1992 - 1999
AT&T 1987 - 1992
First Republic Bank 1983 - 1987
Xerox Corporation 1981 - 1983
Skills
Integration, Software Development, Data Warehousing, Architecture, Databases, CRM, Management, Cloud Computing, SaaS, Program Management, Enterprise Software, Enterprise Architecture, Start-ups, Security, IT Management, Agile Methodologies, Business Analysis, Strategic Planning, IT Strategy, Software Project..., SDLC, Leadership, Professional Services, Business Strategy, Pre-sales, Architectures, Executive Management
Education
Purdue University 1975 — 1979
BS, Computer Science and Business Administration
Lycee Blaise de Pascal
High School
Nicole Biscardi Nicole Biscardi's First Republic Bank Experience January 2011 - December 2011
Job Adjunct Professor at Pace University
Industry Hospitality
Experience
Pace University January 2014 - Present
City University of New York January 2015 - Present
Your Private Italy January 2012 - July 2014
First Republic Bank January 2011 - December 2011
Pace University September 2008 - May 2010
GDS International October 2007 - April 2008
Capital One (formerly GreenPoint Mortgage) October 2005 - October 2007
The Ritz-Carlton Hotel Company LLC May 2004 - October 2005
Skills
Sales, Direct Sales, International Sales, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Digital Marketing, Marketing Management, International Marketing, Building Relationships, Relationship Management, New Business Development, International Business..., Consulting, Management Consulting, Strategic Consulting, New Media Consulting, Hospitality Management, Tourism Management, Travel Planning, Tour Operators, Luxury Cruise, Luxury Lifestyle, High Net Worth..., Finance, International Finance, Financial Analysis, Emerging Markets, Global Finance, Higher Education..., Global Programs, Project Management, International Education, Study Abroad Programs, Study Coordination, Global Program..., Project Planning, Managing Project Budgets, Highly motivated..., Articulate Communicator, Well-organized, Tourism, Travel Management, Strategy, Hospitality, Business Planning, Integrated Marketing, Public Speaking
Education
Alma Graduate School, University of Bologna
Master's degree, Marketing, Communications and New Media
Pace University - Lubin School of Business 2008 — 2010
Master, Business Administration; Financial Management
Pace University - Lubin School of Business 2001 — 2005
Bachelor, Business Administration; Hospitality & Tourism Management
Pace University January 2014 - Present
City University of New York January 2015 - Present
Your Private Italy January 2012 - July 2014
First Republic Bank January 2011 - December 2011
Pace University September 2008 - May 2010
GDS International October 2007 - April 2008
Capital One (formerly GreenPoint Mortgage) October 2005 - October 2007
The Ritz-Carlton Hotel Company LLC May 2004 - October 2005
Skills
Sales, Direct Sales, International Sales, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Digital Marketing, Marketing Management, International Marketing, Building Relationships, Relationship Management, New Business Development, International Business..., Consulting, Management Consulting, Strategic Consulting, New Media Consulting, Hospitality Management, Tourism Management, Travel Planning, Tour Operators, Luxury Cruise, Luxury Lifestyle, High Net Worth..., Finance, International Finance, Financial Analysis, Emerging Markets, Global Finance, Higher Education..., Global Programs, Project Management, International Education, Study Abroad Programs, Study Coordination, Global Program..., Project Planning, Managing Project Budgets, Highly motivated..., Articulate Communicator, Well-organized, Tourism, Travel Management, Strategy, Hospitality, Business Planning, Integrated Marketing, Public Speaking
Education
Alma Graduate School, University of Bologna
Master's degree, Marketing, Communications and New Media
Pace University - Lubin School of Business 2008 — 2010
Master, Business Administration; Financial Management
Pace University - Lubin School of Business 2001 — 2005
Bachelor, Business Administration; Hospitality & Tourism Management
Bill Dessoffy Bill Dessoffy's First Republic Bank Experience November 1999 - Present
Job Regional Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank November 1999 - Present
Chase Manhattan Private Bank/Chemical Private Bank June 1982 - October 1999
Education
Pace University - Lubin School of Business 1985 — 1988
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1978 — 1982
Bachelor of Science (BS), Finance, General
First Republic Bank November 1999 - Present
Chase Manhattan Private Bank/Chemical Private Bank June 1982 - October 1999
Education
Pace University - Lubin School of Business 1985 — 1988
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1978 — 1982
Bachelor of Science (BS), Finance, General
Monica Foy Monica Foy's First Republic Bank Experience April 2013 - Present
Job User Acceptance Testing Coordinator at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank April 2013 - Present
First Republic Bank September 2008 - Present
First Republic Bank July 2003 - September 2008
First Republic Bank September 2002 - July 2003
Murphy, McKay & Associates July 2001 - September 2002
Haggin Marketing January 2001 - May 2001
Network Commerce July 2000 - December 2000
C.E. Unterberg, Towbin 1992 - 1999
Skills
Microsoft Office, Software Documentation, Project Management, BMC Remedy, Technical Support, Customer Service, Training, IT Management, Call Centers, Disaster Recovery, Outlook, Process Improvement, Microsoft Exchange, Adobe Acrobat, Captivate, Dreamweaver, Robohelp, Good for Enterprise, Oracle E-Business Suite, Microsoft Dynamics CRM, WebEx, Sungard AddVantage, SharePoint, OS X
Education
U.C. Extension
Certificate in Teaching English as a Second Language, ESL
Northwestern University
BS in Speech, Radio, Television, & Film
Georgetown Visitation
Ursuline Academy
First Republic Bank April 2013 - Present
First Republic Bank September 2008 - Present
First Republic Bank July 2003 - September 2008
First Republic Bank September 2002 - July 2003
Murphy, McKay & Associates July 2001 - September 2002
Haggin Marketing January 2001 - May 2001
Network Commerce July 2000 - December 2000
C.E. Unterberg, Towbin 1992 - 1999
Skills
Microsoft Office, Software Documentation, Project Management, BMC Remedy, Technical Support, Customer Service, Training, IT Management, Call Centers, Disaster Recovery, Outlook, Process Improvement, Microsoft Exchange, Adobe Acrobat, Captivate, Dreamweaver, Robohelp, Good for Enterprise, Oracle E-Business Suite, Microsoft Dynamics CRM, WebEx, Sungard AddVantage, SharePoint, OS X
Education
U.C. Extension
Certificate in Teaching English as a Second Language, ESL
Northwestern University
BS in Speech, Radio, Television, & Film
Georgetown Visitation
Ursuline Academy
Scott D. Finder Scott D. Finder's First Republic Bank Experience March 2012 - Present
Job Senior Vice President, Head of Digital Channels at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2012 - Present
BlackRock October 2006 - February 2012
Merrill Lynch Investment Managers - (Acquired by BlackRock in 2006) October 2004 - September 2006
Merrill Lynch Investment Managers - (Acquired by BlackRock in 2006) August 2000 - October 2004
Merrill Lynch Business Financial Services (U.S. Private Wealth Management) 1996 - 2000
Skills
Product Management, Strategy, Asset Managment, Digital Strategy, Cross-functional Team..., Marketing Strategy, Business Strategy, Management, Analytics, Digital Marketing, Mutual Funds, Relationship Management, Marketing, Asset Management, Mergers & Acquisitions, E-business, Banking, Financial Services, Mobile Devices, Integrated Marketing, Investments, Enterprise Software, Social Media, Wealth Management, Leadership, Business Analysis, Strategic Planning, Risk Management, User Experience, Executive Management, Program Management, Software Product..., Vendor Management, Product Development, Online Marketing, Team Leadership, Team Building, Equities, Strategic Partnerships, Customer Relations, New Business Development, Competitive Analysis, Series 7
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Advanced Management Program
Colonia High School
Ohio University
Bachelor Business Administration, Finance
University of Cambridge
Economics, Finance, Political Economics
First Republic Bank March 2012 - Present
BlackRock October 2006 - February 2012
Merrill Lynch Investment Managers - (Acquired by BlackRock in 2006) October 2004 - September 2006
Merrill Lynch Investment Managers - (Acquired by BlackRock in 2006) August 2000 - October 2004
Merrill Lynch Business Financial Services (U.S. Private Wealth Management) 1996 - 2000
Skills
Product Management, Strategy, Asset Managment, Digital Strategy, Cross-functional Team..., Marketing Strategy, Business Strategy, Management, Analytics, Digital Marketing, Mutual Funds, Relationship Management, Marketing, Asset Management, Mergers & Acquisitions, E-business, Banking, Financial Services, Mobile Devices, Integrated Marketing, Investments, Enterprise Software, Social Media, Wealth Management, Leadership, Business Analysis, Strategic Planning, Risk Management, User Experience, Executive Management, Program Management, Software Product..., Vendor Management, Product Development, Online Marketing, Team Leadership, Team Building, Equities, Strategic Partnerships, Customer Relations, New Business Development, Competitive Analysis, Series 7
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Advanced Management Program
Colonia High School
Ohio University
Bachelor Business Administration, Finance
University of Cambridge
Economics, Finance, Political Economics
Howard Weinman Howard Weinman's First Republic Bank Experience March 2012 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2012 - Present
First Independent Bank March 2011 - March 2012
U.S. Bank January 2010 - March 2011
San Diego National Bank February 2007 - January 2010
JPMorgan Chase October 1996 - February 2007
First Interstate Bank 1989 - 1996
Skills
Loans, Credit, Underwriting, Banking, Credit Risk, Downhill Skiing, Portfolio Management, Financial Analysis, Finance, Commercial Banking, Commercial Lending, Commercial Mortgages, Small Business Lending, Commercial Real Estate, Construction Loans, Treasury Management, Loan Origination, Asset Based Lending, Credit Analysis, Mortgage Lending, Mortgage Banking
Education
Oregon State University 1982 — 1987
B.S. Business, Finance, Economics
Crescent Valley High School 1979 — 1982
Portland State University
First Republic Bank March 2012 - Present
First Independent Bank March 2011 - March 2012
U.S. Bank January 2010 - March 2011
San Diego National Bank February 2007 - January 2010
JPMorgan Chase October 1996 - February 2007
First Interstate Bank 1989 - 1996
Skills
Loans, Credit, Underwriting, Banking, Credit Risk, Downhill Skiing, Portfolio Management, Financial Analysis, Finance, Commercial Banking, Commercial Lending, Commercial Mortgages, Small Business Lending, Commercial Real Estate, Construction Loans, Treasury Management, Loan Origination, Asset Based Lending, Credit Analysis, Mortgage Lending, Mortgage Banking
Education
Oregon State University 1982 — 1987
B.S. Business, Finance, Economics
Crescent Valley High School 1979 — 1982
Portland State University
David Ross David Ross's First Republic Bank Experience March 2004 - April 2009
Job Manager, IT Operations at Tesla Motors
Industry Information Technology and Services
Experience
Tesla Motors November 2013 - Present
Zynga May 2009 - October 2013
First Republic Bank March 2004 - April 2009
Sanofi Pasteur 2003 - 2004
Kimberly-Clark June 2001 - August 2002
Skills
Vendor Management, System Deployment, Active Directory, VMware, Software Documentation, Mac OS X, Windows 7, iPhone, ITIL, Visio, Virtualization, Troubleshooting, Technical Support, OS X, XP, Servers, Help Desk Support, Hardware, VPN, IT Operations, Linux, Network Security, Blackberry, TCP/IP, Operating Systems, DNS, Microsoft Exchange, Windows Server, Disaster Recovery, Firewalls, Networking, Windows XP
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Computer Engineering
Tesla Motors November 2013 - Present
Zynga May 2009 - October 2013
First Republic Bank March 2004 - April 2009
Sanofi Pasteur 2003 - 2004
Kimberly-Clark June 2001 - August 2002
Skills
Vendor Management, System Deployment, Active Directory, VMware, Software Documentation, Mac OS X, Windows 7, iPhone, ITIL, Visio, Virtualization, Troubleshooting, Technical Support, OS X, XP, Servers, Help Desk Support, Hardware, VPN, IT Operations, Linux, Network Security, Blackberry, TCP/IP, Operating Systems, DNS, Microsoft Exchange, Windows Server, Disaster Recovery, Firewalls, Networking, Windows XP
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Computer Engineering
Kana Yujuico's First Republic Bank Experience September 2013 - Present
Job Vice President, Commercial Loan Administration (Head Commercial Closing) at First repu
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
Newmark Realty Capital 2010 - 2012
Citation, Inc. 2007 - 2010
Newmark Realty Capital 2004 - 2007
Thomson West October 2002 - April 2004
Latham & Watkins 2001 - 2002
Skills
Loans, Real Estate, Insurance, Purchase, Construction, Word, Excel, Investment Properties, Analysis, Banking, Commercial Real Estate, Customer Service, Due Diligence, Finance, Financial Analysis, Leadership, Leases, Management, Portfolio Management, Strategic Planning, Marketing, Microsoft Excel, Commercial Lending
Education
Catlin Gabel
Occidental College
BA
First Republic Bank September 2013 - Present
Newmark Realty Capital 2010 - 2012
Citation, Inc. 2007 - 2010
Newmark Realty Capital 2004 - 2007
Thomson West October 2002 - April 2004
Latham & Watkins 2001 - 2002
Skills
Loans, Real Estate, Insurance, Purchase, Construction, Word, Excel, Investment Properties, Analysis, Banking, Commercial Real Estate, Customer Service, Due Diligence, Finance, Financial Analysis, Leadership, Leases, Management, Portfolio Management, Strategic Planning, Marketing, Microsoft Excel, Commercial Lending
Education
Catlin Gabel
Occidental College
BA
Will Smythe's First Republic Bank Experience June 2015 - Present
Job
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
ExxonMobil 2011 - 2011
Deloitte Consulting February 2007 - September 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science
First Republic Bank June 2015 - Present
ExxonMobil 2011 - 2011
Deloitte Consulting February 2007 - September 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science
Robert Etchell, Jr. Robert Etchell, Jr.'s First Republic Bank Experience August 2012 - Present
Job Computer Software Professional
Industry Computer Software
Experience
First Republic Bank August 2012 - Present
SEI 2010 - 2012
Capmark August 2005 - September 2009
Capmark 2005 - 2009
Epitome Systems August 2004 - July 2005
GMAC Commercial Mortgage April 2000 - July 2004
Skills
C#, Visual Studio, VB.NET, Microsoft SQL Server, TFS, WCF, ASP.NET
Education
Chubb Institute 1998 — 1999
Certificate, Computer Programming
Pacific Union College 1971 — 1975
BS, Bio-Chemistry, Computer Science, Religion
First Republic Bank August 2012 - Present
SEI 2010 - 2012
Capmark August 2005 - September 2009
Capmark 2005 - 2009
Epitome Systems August 2004 - July 2005
GMAC Commercial Mortgage April 2000 - July 2004
Skills
C#, Visual Studio, VB.NET, Microsoft SQL Server, TFS, WCF, ASP.NET
Education
Chubb Institute 1998 — 1999
Certificate, Computer Programming
Pacific Union College 1971 — 1975
BS, Bio-Chemistry, Computer Science, Religion
Duncan Lee's First Republic Bank Experience June 2012 - October 2014
Job Vice President at Wells Fargo
Industry Banking
Experience
First Republic Bank June 2012 - October 2014
TD Bank October 2005 - June 2012
Citi October 1994 - October 2005
Citi April 2001 - April 2002
Citi 1999 - 2001
Citi 1997 - 1999
Citi 1996 - 1997
Citi 1994 - 1996
HH Brown Shoe Company July 1993 - October 1994
Skills
Banking, Credit, Customer Service, Credit Analysis, Cross Selling, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Cash Management, Private Banking, Investments, Retail Banking, Management, Sales, Relationship Management, Selling, New Business Development, Branch Banking, Retail, Small Business, Branch Management, Mortgage Lending, Consumer Lending, Finance, Financial Analysis, Risk Management, Financial Services, Marketing, Loan Origination
Education
Quinnipiac University 1989 — 1993
BS, Marketing
Greenwich High School 1987 — 1989
First Republic Bank June 2012 - October 2014
TD Bank October 2005 - June 2012
Citi October 1994 - October 2005
Citi April 2001 - April 2002
Citi 1999 - 2001
Citi 1997 - 1999
Citi 1996 - 1997
Citi 1994 - 1996
HH Brown Shoe Company July 1993 - October 1994
Skills
Banking, Credit, Customer Service, Credit Analysis, Cross Selling, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Cash Management, Private Banking, Investments, Retail Banking, Management, Sales, Relationship Management, Selling, New Business Development, Branch Banking, Retail, Small Business, Branch Management, Mortgage Lending, Consumer Lending, Finance, Financial Analysis, Risk Management, Financial Services, Marketing, Loan Origination
Education
Quinnipiac University 1989 — 1993
BS, Marketing
Greenwich High School 1987 — 1989
Gerald Larson Gerald Larson's First Republic Bank Experience October 2007 - November 2007
Job Desktop Support PC and Mac
Industry Information Technology and Services
Experience
Taos October 2012 - Present
Exponent, Inc. December 2007 - May 2012
First Republic Bank October 2007 - November 2007
THX Ltd. August 2007 - October 2007
Comcast Cable August 2004 - June 2007
Skills
Apple OS, ACTC, ACMT, Active Directory, VPN, Technical Support, Windows 7, Microsoft Exchange, DNS, Networking, Troubleshooting, TCP/IP, Citrix, Firewalls, Hardware, Software Installation, Linux, Help Desk Support, Microsoft Office, System Deployment, Laptops
Education
North Seattle Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Network Technology, 3.4
Taos October 2012 - Present
Exponent, Inc. December 2007 - May 2012
First Republic Bank October 2007 - November 2007
THX Ltd. August 2007 - October 2007
Comcast Cable August 2004 - June 2007
Skills
Apple OS, ACTC, ACMT, Active Directory, VPN, Technical Support, Windows 7, Microsoft Exchange, DNS, Networking, Troubleshooting, TCP/IP, Citrix, Firewalls, Hardware, Software Installation, Linux, Help Desk Support, Microsoft Office, System Deployment, Laptops
Education
North Seattle Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Network Technology, 3.4
Chris Levesque Chris Levesque's First Republic Bank Experience June 2007 - March 2010
Job Project Manager at Underwater Resources Inc.
Industry Construction
Experience
Underwater Resources Inc. August 2012 - Present
First Republic Bank June 2007 - March 2010
AcroSports March 2007 - December 2009
Townsend Assets Group March 2007 - June 2007
Kahuna Katamarans 2005 - 2006
Groff DRTV LLC 2004 - 2005
Drum, Loyka & Associates, LLC January 2004 - June 2004
Skills
Project Management, Customer Service, Microsoft Office, Program Management, Management, Account Management, Parkour, Coaching, Public Speaking, Leadership, Teaching, Project Planning
Education
Northeastern University 2000 — 2005
Civil Engineering, Engineering, Business Administration
The Captain's School 2006 — 2006
50 Ton Near Coastal Master, Seamanship
Underwater Resources Inc. August 2012 - Present
First Republic Bank June 2007 - March 2010
AcroSports March 2007 - December 2009
Townsend Assets Group March 2007 - June 2007
Kahuna Katamarans 2005 - 2006
Groff DRTV LLC 2004 - 2005
Drum, Loyka & Associates, LLC January 2004 - June 2004
Skills
Project Management, Customer Service, Microsoft Office, Program Management, Management, Account Management, Parkour, Coaching, Public Speaking, Leadership, Teaching, Project Planning
Education
Northeastern University 2000 — 2005
Civil Engineering, Engineering, Business Administration
The Captain's School 2006 — 2006
50 Ton Near Coastal Master, Seamanship
Carmen Duato's First Republic Bank Experience January 2008 - March 2010
Job Deposit Operations Supervisor at Home Federal Bank
Industry Banking
Experience
Pacific University August 2015 - Present
Home Federal Bank January 2012 - June 2014
First Republic Bank January 2008 - March 2010
Umpqua Bank June 2002 - January 2008
Wells Fargo December 1996 - June 2002
Skills
Loans, Management, Small Business Lending, Insurance, Commercial Banking, Retail Banking, Consumer Lending, Customer Service, Lines Of Credit, Loan Origination, Cross Selling, Deposits, Branch Management, Branch Banking, Banking, Credit, Commercial Lending
Education
Pacific University 2015 — 2016
Master's degree, Elementary Education and Teaching
University of Oregon 1999 — 2002
Bachelor of Arts, History
Pacific University August 2015 - Present
Home Federal Bank January 2012 - June 2014
First Republic Bank January 2008 - March 2010
Umpqua Bank June 2002 - January 2008
Wells Fargo December 1996 - June 2002
Skills
Loans, Management, Small Business Lending, Insurance, Commercial Banking, Retail Banking, Consumer Lending, Customer Service, Lines Of Credit, Loan Origination, Cross Selling, Deposits, Branch Management, Branch Banking, Banking, Credit, Commercial Lending
Education
Pacific University 2015 — 2016
Master's degree, Elementary Education and Teaching
University of Oregon 1999 — 2002
Bachelor of Arts, History
Richard Bogan Richard Bogan's First Republic Bank Experience November 2013 - Present
Job Data Warehouse Engineer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank November 2013 - Present
WCIRB March 2013 - November 2013
University of California September 2011 - October 2012
Life Technologies May 2011 - August 2011
Pacific Gas & Electric 2004 - 2009
555-1212.com 2000 - 2002
Perot Systems 1990 - 1996
Bank of America 1984 - 1990
Skills
Requirements Analysis, Microsoft SQL Server, Data Modeling, Integration, Data Marts, Data Warehousing, ETL, SDLC, Change Management, Business Analysis, ITIL, Visio, Data Analysis, Business Objects, IT Strategy, Requirements Gathering, Business Process..., Program Management, Vendor Management, Software Project..., Agile Methodologies, Architecture, SQL, ERP, Business Process, UML, Process Improvement, Business Intelligence, OLAP, Project Management, .NET, Enterprise Architecture, PMP, Software Development, Software Documentation, MS Project, Database Design, Management, Java Enterprise Edition, SSIS
Education
Portland State University 1963 — 1965
Accounting
Estacada Union High 1959 — 1962
First Republic Bank November 2013 - Present
WCIRB March 2013 - November 2013
University of California September 2011 - October 2012
Life Technologies May 2011 - August 2011
Pacific Gas & Electric 2004 - 2009
555-1212.com 2000 - 2002
Perot Systems 1990 - 1996
Bank of America 1984 - 1990
Skills
Requirements Analysis, Microsoft SQL Server, Data Modeling, Integration, Data Marts, Data Warehousing, ETL, SDLC, Change Management, Business Analysis, ITIL, Visio, Data Analysis, Business Objects, IT Strategy, Requirements Gathering, Business Process..., Program Management, Vendor Management, Software Project..., Agile Methodologies, Architecture, SQL, ERP, Business Process, UML, Process Improvement, Business Intelligence, OLAP, Project Management, .NET, Enterprise Architecture, PMP, Software Development, Software Documentation, MS Project, Database Design, Management, Java Enterprise Edition, SSIS
Education
Portland State University 1963 — 1965
Accounting
Estacada Union High 1959 — 1962
Wy Sisneros Wy Sisneros's First Republic Bank Experience December 2012 - Present
Job Experienced Project and Process Manager
Industry Financial Services
Experience
First Republic Bank December 2012 - Present
Wells Fargo Home Mortgage October 2012 - December 2012
Comtech LLC April 2008 - September 2012
Domaine Chandon January 2008 - April 2008
GreenPoint Mortgage (Capital One) 2003 - 2007
GreenPoint Mortgage 2002 - 2003
GreenPoint Mortgage 2000 - 2002
Skills
Mortgage Lending, Team Leadership, Software Documentation, Business Process, Business Analysis, Risk Management, Project Management, Team Building, Change Management, Vendor Management, PMP, CRM, Microsoft Excel, Outlook, Disaster Recovery, Document Management, Documentum, Leadership, Management, Process Improvement, Troubleshooting
Education
Oregon State University 1984 — 1988
Bachelor's degree
First Republic Bank December 2012 - Present
Wells Fargo Home Mortgage October 2012 - December 2012
Comtech LLC April 2008 - September 2012
Domaine Chandon January 2008 - April 2008
GreenPoint Mortgage (Capital One) 2003 - 2007
GreenPoint Mortgage 2002 - 2003
GreenPoint Mortgage 2000 - 2002
Skills
Mortgage Lending, Team Leadership, Software Documentation, Business Process, Business Analysis, Risk Management, Project Management, Team Building, Change Management, Vendor Management, PMP, CRM, Microsoft Excel, Outlook, Disaster Recovery, Document Management, Documentum, Leadership, Management, Process Improvement, Troubleshooting
Education
Oregon State University 1984 — 1988
Bachelor's degree
Madison Milowsky's First Republic Bank Experience February 2015 - Present
Job Senior Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2013 - February 2015
First Republic Bank July 2011 - July 2013
Entercom July 2010 - May 2011
Storm Communications September 2008 - December 2008
Blue Sky Restaurant Group June 2006 - September 2007
Education
Rollins College 2006 — 2010
Bachelor of Arts: Critical Media and Cultural Studies, Communications
Kimball Union Academy
First Republic Bank February 2015 - Present
First Republic Bank July 2013 - February 2015
First Republic Bank July 2011 - July 2013
Entercom July 2010 - May 2011
Storm Communications September 2008 - December 2008
Blue Sky Restaurant Group June 2006 - September 2007
Education
Rollins College 2006 — 2010
Bachelor of Arts: Critical Media and Cultural Studies, Communications
Kimball Union Academy
Angel Rosario's First Republic Bank Experience 2004 - 2005
Job Business Banker
Industry Banking
Experience
Bank of America March 2013 - January 2015
Bank of America April 2010 - March 2013
JP Morgan Chase January 1980 - April 2010
First Republic Bank 2004 - 2005
JP Morgan Chase January 1991 - March 2004
Skills
Purchase, Refinance, Home, Mortgage Lending, Mortgage, Small Business, Credit Analysis, Relationship Management, Investment Properties, Mortgage Banking, Portfolio Management, Loan Origination, Finance, Sales, Loans, Real Estate Transactions, Residential Mortgages, Small Business Lending, Banking, Commercial Lending, Credit
Education
Christopher Columbus HS.
Pace University
Finance
Bank of America March 2013 - January 2015
Bank of America April 2010 - March 2013
JP Morgan Chase January 1980 - April 2010
First Republic Bank 2004 - 2005
JP Morgan Chase January 1991 - March 2004
Skills
Purchase, Refinance, Home, Mortgage Lending, Mortgage, Small Business, Credit Analysis, Relationship Management, Investment Properties, Mortgage Banking, Portfolio Management, Loan Origination, Finance, Sales, Loans, Real Estate Transactions, Residential Mortgages, Small Business Lending, Banking, Commercial Lending, Credit
Education
Christopher Columbus HS.
Pace University
Finance
Heaphy Charles's First Republic Bank Experience October 2011 - Present
Job
Industry Banking
Experience
First Republic Bank October 2011 - Present
City National Bank October 2000 - October 2011
Education
Northwestern University - Kellogg School of Management
University of Michigan
First Republic Bank October 2011 - Present
City National Bank October 2000 - October 2011
Education
Northwestern University - Kellogg School of Management
University of Michigan
Narendra Metta Narendra Metta's First Republic Bank Experience January 2014 - February 2015
Job Release Manager at Macy's
Industry Information Technology and Services
Experience
Macy's March 2015 - Present
First Republic Bank January 2014 - February 2015
First Republic Bank August 2013 - December 2013
MobiTV November 2012 - July 2013
First Republic Bank April 2011 - November 2012
Webroot Software December 2009 - April 2011
Adobe Systems July 2009 - December 2009
Apple March 2008 - June 2009
Dell Inc. April 2007 - December 2007
CEMEX January 2007 - March 2007
Skills
Testing, Web Applications, Oracle, Hardware, SAP FICO, Cloud Computing, Test Automation, Software Quality..., Test Planning, Test Cases, QTP, Defect Tracking, Microsoft TFS, Mobile Testing, Test Complete, Scrum, User Acceptance Testing, Quality Assurance, Regression Testing, Mobile Devices, Software Documentation, Android, Cross-functional Team..., Agile Methodologies, Agile Project Management, SDLC, Selenium, Unix, JIRA, Vendor Management, PMP, HP QTP
Education
University of California, Berkeley 2011 — 2014
Certification, PMP
Portland State University 2003 — 2005
Master of Sciences in EE, Electrical & Computer Engineering
Gokaraju Rangaraju Institute of Engineering and Technology[G.R.R.I.E.T] 1999 — 2003
B.Tech, Electronics & Communications Engineering
NSM Public School 1986 — 1996
Macy's March 2015 - Present
First Republic Bank January 2014 - February 2015
First Republic Bank August 2013 - December 2013
MobiTV November 2012 - July 2013
First Republic Bank April 2011 - November 2012
Webroot Software December 2009 - April 2011
Adobe Systems July 2009 - December 2009
Apple March 2008 - June 2009
Dell Inc. April 2007 - December 2007
CEMEX January 2007 - March 2007
Skills
Testing, Web Applications, Oracle, Hardware, SAP FICO, Cloud Computing, Test Automation, Software Quality..., Test Planning, Test Cases, QTP, Defect Tracking, Microsoft TFS, Mobile Testing, Test Complete, Scrum, User Acceptance Testing, Quality Assurance, Regression Testing, Mobile Devices, Software Documentation, Android, Cross-functional Team..., Agile Methodologies, Agile Project Management, SDLC, Selenium, Unix, JIRA, Vendor Management, PMP, HP QTP
Education
University of California, Berkeley 2011 — 2014
Certification, PMP
Portland State University 2003 — 2005
Master of Sciences in EE, Electrical & Computer Engineering
Gokaraju Rangaraju Institute of Engineering and Technology[G.R.R.I.E.T] 1999 — 2003
B.Tech, Electronics & Communications Engineering
NSM Public School 1986 — 1996
Bill Marseilles's First Republic Bank Experience January 2010 - Present
Job Senior Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2010 - Present
Mortgage California February 2009 - January 2010
Wells Fargo Private Mortgage Banking January 2006 - October 2008
Flagstar Bank 2001 - 2005
Skills
Loans, Banking, Strategic Planning, Investments, Mortgage Lending, Finance, Commercial Banking, Credit Risk, Credit Analysis, Financial Analysis, Credit, Private Banking, Portfolio Management, Risk Management, Financial Modeling, Wealth Management, Management
Education
North Carolina State University 1983 — 1988
North Carolina State University 1983 — 1987
BS, Computer Science/Engineering
First Republic Bank January 2010 - Present
Mortgage California February 2009 - January 2010
Wells Fargo Private Mortgage Banking January 2006 - October 2008
Flagstar Bank 2001 - 2005
Skills
Loans, Banking, Strategic Planning, Investments, Mortgage Lending, Finance, Commercial Banking, Credit Risk, Credit Analysis, Financial Analysis, Credit, Private Banking, Portfolio Management, Risk Management, Financial Modeling, Wealth Management, Management
Education
North Carolina State University 1983 — 1988
North Carolina State University 1983 — 1987
BS, Computer Science/Engineering
Steve Potanovic Steve Potanovic's First Republic Bank Experience October 2013 - Present
Job Information Services Analyst
Industry Information Technology and Services
Experience
First Republic Bank October 2013 - Present
ActiveHealth Management March 2012 - June 2013
Keefe, Bruyette & Woods INC. November 2005 - November 2011
EMI Music November 2002 - November 2005
iVillage February 1998 - July 2001
Skills
Active Directory, Mac, Video Conferencing, XP, Microsoft Office, Windows 7, Mobile Devices, Technical Support, Windows, Cisco Technologies, Disaster Recovery, Blackberry Enterprise...
Education
New York University
Certificate, Information Technology
Culinary Institute of America
Associate in Occupational Studies, Food Science
Ossining High School
High School degree, Math / Science major
First Republic Bank October 2013 - Present
ActiveHealth Management March 2012 - June 2013
Keefe, Bruyette & Woods INC. November 2005 - November 2011
EMI Music November 2002 - November 2005
iVillage February 1998 - July 2001
Skills
Active Directory, Mac, Video Conferencing, XP, Microsoft Office, Windows 7, Mobile Devices, Technical Support, Windows, Cisco Technologies, Disaster Recovery, Blackberry Enterprise...
Education
New York University
Certificate, Information Technology
Culinary Institute of America
Associate in Occupational Studies, Food Science
Ossining High School
High School degree, Math / Science major
Uriel Herrera Uriel Herrera's First Republic Bank Experience March 2007 - November 2009
Job Director of Sales and Marketing at SST CPAS INC
Industry Marketing and Advertising
Experience
Tax Resolution Institute July 2012 - Present
SST CPAS INC July 2012 - Present
MH Business Solutions, Inc. May 2012 - July 2013
CFO Edge May 2012 - April 2013
North America Commercial Lending May 2012 - April 2013
L & O Consulting, Inc. April 2011 - April 2012
City National Bank December 2009 - April 2011
First Republic Bank March 2007 - November 2009
Downey Savings March 2003 - February 2007
Washington Mutual October 1999 - February 2003
Skills
Business Development, Banking, Commercial Lending, Sales Management, Customer Service, Tax Dispute Resolution, Customer Acquisition, Commercial Banking, Marketing Strategy, Direct Sales, Business Planning, Credit, Cash Management, Finance, Management, Loans, Sales, Lines Of Credit, Real Estate, Wealth Management, Auditing, Small Business, Financial Analysis, Consumer Lending, Retail Banking, Executive Management
Education
Pierce College 2001 — 2004
Associates, Business Administration and Management, General
Santa Monica College 2001 — 2002
Tax Resolution Institute July 2012 - Present
SST CPAS INC July 2012 - Present
MH Business Solutions, Inc. May 2012 - July 2013
CFO Edge May 2012 - April 2013
North America Commercial Lending May 2012 - April 2013
L & O Consulting, Inc. April 2011 - April 2012
City National Bank December 2009 - April 2011
First Republic Bank March 2007 - November 2009
Downey Savings March 2003 - February 2007
Washington Mutual October 1999 - February 2003
Skills
Business Development, Banking, Commercial Lending, Sales Management, Customer Service, Tax Dispute Resolution, Customer Acquisition, Commercial Banking, Marketing Strategy, Direct Sales, Business Planning, Credit, Cash Management, Finance, Management, Loans, Sales, Lines Of Credit, Real Estate, Wealth Management, Auditing, Small Business, Financial Analysis, Consumer Lending, Retail Banking, Executive Management
Education
Pierce College 2001 — 2004
Associates, Business Administration and Management, General
Santa Monica College 2001 — 2002
Nina Eastman Nina Eastman's First Republic Bank Experience October 2010 - Present
Job Client Service Specialist
Industry Financial Services
Experience
First Republic Bank October 2010 - Present
Sun Life Financial October 2005 - June 2010
Corcoran Fine Arts June 2004 - September 2004
Skills
Customer Service, Event Planning, Editing, Research, Management, Microsoft Excel, Administrative..., Public Speaking, PowerPoint, Sales, Administration, Outlook, Social Media, Microsoft Office, Marketing
Education
Ohio University 2001 — 2005
Bachelors, French, Political Science
Chagrin Falls High School
First Republic Bank October 2010 - Present
Sun Life Financial October 2005 - June 2010
Corcoran Fine Arts June 2004 - September 2004
Skills
Customer Service, Event Planning, Editing, Research, Management, Microsoft Excel, Administrative..., Public Speaking, PowerPoint, Sales, Administration, Outlook, Social Media, Microsoft Office, Marketing
Education
Ohio University 2001 — 2005
Bachelors, French, Political Science
Chagrin Falls High School
Kathryn Calcagno Kathryn Calcagno's First Republic Bank Experience March 2012 - Present
Job Wealth Advisor at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2012 - Present
First Independent Bank November 2011 - March 2012
The Brian Grant Foundation January 2011 - September 2011
Wells Fargo Bank 2005 - 2010
Skills
Series 7, Insurance, Investments, Estate Planning, Investment Advisory, Leadership, Financial Markets, Budgets, Estate Tax Planning, Lines Of Credit, Investment Advisory..., Structured Finance, Wealth Accumulation, Business Strategy, Coaching, Life Insurance, Accounting, Investment Banking, Series 66, Hold Series 7, Life & Health Insurance...
Education
Northwestern University 1990 — 1993
Wilson High School 1974 — 1978
First Republic Bank March 2012 - Present
First Independent Bank November 2011 - March 2012
The Brian Grant Foundation January 2011 - September 2011
Wells Fargo Bank 2005 - 2010
Skills
Series 7, Insurance, Investments, Estate Planning, Investment Advisory, Leadership, Financial Markets, Budgets, Estate Tax Planning, Lines Of Credit, Investment Advisory..., Structured Finance, Wealth Accumulation, Business Strategy, Coaching, Life Insurance, Accounting, Investment Banking, Series 66, Hold Series 7, Life & Health Insurance...
Education
Northwestern University 1990 — 1993
Wilson High School 1974 — 1978
Jaquelin Becerra's First Republic Bank Experience June 2013 - Present
Job Senior RM Team Support at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2013 - Present
First Republic Bank August 2011 - June 2013
Charter Bank 2011 - 2011
Silicon Valley Bank May 2008 - July 2010
Silicon Valley Bank May 2006 - August 2008
Skills
Loans, Banking, Credit, Risk Management, Finance, Financial Analysis, Portfolio Management, Analysis, Financial Risk, Commercial Banking, Cash Management, Investments, Management, Retail Banking, Underwriting
Education
University of San Francisco - School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of San Francisco - School of Management 2014 — 2016
Masters of Financial Analysis
Pacific Union College
Bachelor's of Science, Business Management, General, 3.50
First Republic Bank June 2013 - Present
First Republic Bank August 2011 - June 2013
Charter Bank 2011 - 2011
Silicon Valley Bank May 2008 - July 2010
Silicon Valley Bank May 2006 - August 2008
Skills
Loans, Banking, Credit, Risk Management, Finance, Financial Analysis, Portfolio Management, Analysis, Financial Risk, Commercial Banking, Cash Management, Investments, Management, Retail Banking, Underwriting
Education
University of San Francisco - School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of San Francisco - School of Management 2014 — 2016
Masters of Financial Analysis
Pacific Union College
Bachelor's of Science, Business Management, General, 3.50
Alexander Horne's First Republic Bank Experience November 2013 - Present
Job Business Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2013 - Present
First Republic Bank November 2009 - November 2013
Wells Fargo 2009 - 2009
Bank of America 2005 - 2009
Skills
Banking, Training, Team Leadership, Process Improvement, Retail Banking, Loans, Consumer Lending, Management, Finance, Credit, Project Management, Operations Management, Risk Management, Business Analysis, Vendor Management, Sales Management, Outlook, Supervisory Experience, Strategy Implementation, Technology Integration, Private Banking, Mortgage Banking, Internet Banking, Internal Audit, Auditing, Technology Needs..., Troubleshooting, Software Updates, Customer Service, Microsoft Office
Education
Notre Dame de Namur University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Notre Dame de Namur University 2004 — 2007
BS, Business Administration: Management & Finance
First Republic Bank November 2013 - Present
First Republic Bank November 2009 - November 2013
Wells Fargo 2009 - 2009
Bank of America 2005 - 2009
Skills
Banking, Training, Team Leadership, Process Improvement, Retail Banking, Loans, Consumer Lending, Management, Finance, Credit, Project Management, Operations Management, Risk Management, Business Analysis, Vendor Management, Sales Management, Outlook, Supervisory Experience, Strategy Implementation, Technology Integration, Private Banking, Mortgage Banking, Internet Banking, Internal Audit, Auditing, Technology Needs..., Troubleshooting, Software Updates, Customer Service, Microsoft Office
Education
Notre Dame de Namur University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Notre Dame de Namur University 2004 — 2007
BS, Business Administration: Management & Finance
Andrew Bullock Andrew Bullock's First Republic Bank Experience September 2015 - Present
Job Digital Banking Associate II
Industry Banking
Experience
First Republic Bank September 2015 - Present
Beats by Dr. Dre December 2014 - December 2014
Coca-Cola Enterprises October 2014 - October 2014
KFC March 2014 - March 2014
TD November 2009 - 2014
Skills
Journalism, Social Media Marketing, Marketing Communications, Entertainment, Writing, Public Speaking, Video Editing, Video Production, Comedic Timing, Lotus Notes, Written & Oral..., YouTube
Education
North Carolina Agricultural and Technical State University 2004 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
First Republic Bank September 2015 - Present
Beats by Dr. Dre December 2014 - December 2014
Coca-Cola Enterprises October 2014 - October 2014
KFC March 2014 - March 2014
TD November 2009 - 2014
Skills
Journalism, Social Media Marketing, Marketing Communications, Entertainment, Writing, Public Speaking, Video Editing, Video Production, Comedic Timing, Lotus Notes, Written & Oral..., YouTube
Education
North Carolina Agricultural and Technical State University 2004 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Anthony Huery's First Republic Bank Experience September 2015 - Present
Job Lending KYC Specialist
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
Johanna Hamel's First Republic Bank Experience September 2008 - Present
Job Business Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank September 2008 - Present
Skills
Commercial Lending, Banking, Financial Analysis, Commercial Banking, Customer Service, Risk Management, Portfolio Management, Small Business Lending, Credit, Loans, Credit Risk
Education
Pace University
Bachelor's degree, Business Administration and Management, General
First Republic Bank September 2008 - Present
Skills
Commercial Lending, Banking, Financial Analysis, Commercial Banking, Customer Service, Risk Management, Portfolio Management, Small Business Lending, Credit, Loans, Credit Risk
Education
Pace University
Bachelor's degree, Business Administration and Management, General
Andrew Tupper's First Republic Bank Experience February 2015 - Present
Job Assistant Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2009 - February 2015
Wells Fargo Bank June 2007 - June 2009
Toy Express Cars May 2005 - October 2005
Skills
Professional Sales, Customer Relations, Financial Management, Banking, Customer Service, Loans, Retail Banking, Management, Commercial Banking, Relationship Management
Education
Notre Dame de Namur University 2008 — 2010
Bachelors, Business Administration Management
First Republic Bank February 2015 - Present
First Republic Bank July 2009 - February 2015
Wells Fargo Bank June 2007 - June 2009
Toy Express Cars May 2005 - October 2005
Skills
Professional Sales, Customer Relations, Financial Management, Banking, Customer Service, Loans, Retail Banking, Management, Commercial Banking, Relationship Management
Education
Notre Dame de Namur University 2008 — 2010
Bachelors, Business Administration Management
Phillip Lang Phillip Lang's First Republic Bank Experience May 2008 - August 2008
Job IRT Design Analyst/ Technical Trainer/ Data Management at Chiltern International
Industry Computer Software
Experience
Chiltern International April 2011 - Present
Wise Window Treatment LLC/Wise Contracts May 2010 - April 2011
Granicus, Inc. August 2008 - April 2010
First Republic Bank May 2008 - August 2008
Wise Window Treatment LLC/Wise Contracts August 2007 - April 2008
Security Business Bank December 2006 - July 2007
San Diego Community Bank December 2004 - December 2006
Citibank July 2003 - January 2005
Certified Personal Fitness Trainer April 1997 - July 2003
St John Westshore Hospital September 1993 - March 1997
Skills
Training, Vendor Management, Leadership, Account Management, Recruiting, Customer Service, Sales, Management, Salesforce.com, Business Development, Marketing, Customer Satisfaction, Cold Calling, Product Management, Banking, Team Leadership, Employee Training, Relationship Management, Financial Services..., Video Conferencing, Team Building, Mergers & Acquisitions, Cloud Computing, Business Planning, Cross-functional Team..., Selling, Consulting, Healthcare, Data Management, Clinical Data Management, Vendor Relationship..., Software Web-Based..., Acquisition..., Risk Management/ Audit..., GoToMeeting, Skype, Mergers, Technical Product Sales, SaaS
Education
Roosevelt University 1999 — 2002
Bachelors Degree in Corporate Communication, Organizational Communications
Cleveland Institute Of Medical 1992 — 1993
Certified Medical Labortatory Technician, Hospital Laboratory
Chiltern International Inc
Certified Technical Trainer / Data Manager, eClinical Solutions
Granicus Inc
Certified Granicus University Software Trainer, Software
U.S.F.S.A Gold Medalist
Gold Frestyle
Chiltern International April 2011 - Present
Wise Window Treatment LLC/Wise Contracts May 2010 - April 2011
Granicus, Inc. August 2008 - April 2010
First Republic Bank May 2008 - August 2008
Wise Window Treatment LLC/Wise Contracts August 2007 - April 2008
Security Business Bank December 2006 - July 2007
San Diego Community Bank December 2004 - December 2006
Citibank July 2003 - January 2005
Certified Personal Fitness Trainer April 1997 - July 2003
St John Westshore Hospital September 1993 - March 1997
Skills
Training, Vendor Management, Leadership, Account Management, Recruiting, Customer Service, Sales, Management, Salesforce.com, Business Development, Marketing, Customer Satisfaction, Cold Calling, Product Management, Banking, Team Leadership, Employee Training, Relationship Management, Financial Services..., Video Conferencing, Team Building, Mergers & Acquisitions, Cloud Computing, Business Planning, Cross-functional Team..., Selling, Consulting, Healthcare, Data Management, Clinical Data Management, Vendor Relationship..., Software Web-Based..., Acquisition..., Risk Management/ Audit..., GoToMeeting, Skype, Mergers, Technical Product Sales, SaaS
Education
Roosevelt University 1999 — 2002
Bachelors Degree in Corporate Communication, Organizational Communications
Cleveland Institute Of Medical 1992 — 1993
Certified Medical Labortatory Technician, Hospital Laboratory
Chiltern International Inc
Certified Technical Trainer / Data Manager, eClinical Solutions
Granicus Inc
Certified Granicus University Software Trainer, Software
U.S.F.S.A Gold Medalist
Gold Frestyle
Alicia Guida Alicia Guida's First Republic Bank Experience November 2013 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2013 - Present
CANCER101 Inc. May 2012 - July 2012
Coleman Country Day Camp June 2009 - August 2011
Skills
Pinterest, Facebook, Instagram, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Twitter, Advertising, Customer Service, Event Planning, Research, Nonprofits, Public Relations
Education
Pace University 2009 — 2013
Bachelor, BA, Communications with a Minor in Public Relations, 3.56
First Republic Bank November 2013 - Present
CANCER101 Inc. May 2012 - July 2012
Coleman Country Day Camp June 2009 - August 2011
Skills
Pinterest, Facebook, Instagram, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Twitter, Advertising, Customer Service, Event Planning, Research, Nonprofits, Public Relations
Education
Pace University 2009 — 2013
Bachelor, BA, Communications with a Minor in Public Relations, 3.56
Chloe Yuan Chloe Yuan's First Republic Bank Experience May 2011 - August 2011
Job Senior Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2013 - Present
Consulting Club at Berkeley October 2011 - May 2013
Social Sector Solutions January 2012 - December 2012
Prophet June 2012 - August 2012
First Republic Bank May 2011 - August 2011
Berkeley Women in Business January 2010 - May 2011
Berkeley Undergraduate Research Apprentice May 2010 - January 2011
Skills
Financial Modeling, Financial Analysis, Research, Management Consulting, Economics, Market Research, Data Analysis, Strategy
Education
Haas School of Business, UC Berkeley 2009 — 2013
B.S Business Administration
Arcadia
Arcadia
Peking University
Economics, Comparative Philosophy
Accenture August 2013 - Present
Consulting Club at Berkeley October 2011 - May 2013
Social Sector Solutions January 2012 - December 2012
Prophet June 2012 - August 2012
First Republic Bank May 2011 - August 2011
Berkeley Women in Business January 2010 - May 2011
Berkeley Undergraduate Research Apprentice May 2010 - January 2011
Skills
Financial Modeling, Financial Analysis, Research, Management Consulting, Economics, Market Research, Data Analysis, Strategy
Education
Haas School of Business, UC Berkeley 2009 — 2013
B.S Business Administration
Arcadia
Arcadia
Peking University
Economics, Comparative Philosophy
Serena Sun's First Republic Bank Experience May 2015 - Present
Job HR & Benefits Specialist at First Republic Bank
Industry Human Resources
Experience
First Republic Bank May 2015 - Present
Zerve January 2014 - Present
Zerve January 2014 - Present
Zerve February 2013 - January 2014
CPS Events at The Plaza September 2010 - July 2013
Zerve February 2012 - February 2013
Blue Note Jazz Club September 2011 - December 2011
B.B. King Blues Club May 2011 - September 2011
America Reads February 2011 - June 2011
Skills
Mandarin, Microsoft Office, Spanish, Hotels, Event Management, Writing, Sales, Event Planning, Hospitality Management, Social Media, Link Building, Menu Development, Delphi, Food & Beverage, Hospitality, Public Speaking, Customer Service
Education
New York University 2009 — 2013
BS, Hotel Management
Temple City High School 2005 — 2009
First Republic Bank May 2015 - Present
Zerve January 2014 - Present
Zerve January 2014 - Present
Zerve February 2013 - January 2014
CPS Events at The Plaza September 2010 - July 2013
Zerve February 2012 - February 2013
Blue Note Jazz Club September 2011 - December 2011
B.B. King Blues Club May 2011 - September 2011
America Reads February 2011 - June 2011
Skills
Mandarin, Microsoft Office, Spanish, Hotels, Event Management, Writing, Sales, Event Planning, Hospitality Management, Social Media, Link Building, Menu Development, Delphi, Food & Beverage, Hospitality, Public Speaking, Customer Service
Education
New York University 2009 — 2013
BS, Hotel Management
Temple City High School 2005 — 2009
Jennifer Zavala's First Republic Bank Experience 2013 - Present
Job Assistant Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank 2013 - Present
First Republic Bank 2012 - 2012
Citi 2008 - 2012
Citizens Bank 2006 - 2008
Tutors for All 2005 - 2007
Eastern Bank 2005 - 2006
Eastern Bank May 2004 - December 2004
Skills
Supervisory Skills, Client Services, Mentoring, Banking, Microsoft Office, Customer Service, Loans, Commercial Banking, Consumer Lending, Mortgage Lending, Cross Selling, Relationship Management, Sales, Business Development, Leadership, Branch Management, Private Banking, Finance, Management, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science (BS), Business Management
Lynn Classical High School
High School Diploma
First Republic Bank 2013 - Present
First Republic Bank 2012 - 2012
Citi 2008 - 2012
Citizens Bank 2006 - 2008
Tutors for All 2005 - 2007
Eastern Bank 2005 - 2006
Eastern Bank May 2004 - December 2004
Skills
Supervisory Skills, Client Services, Mentoring, Banking, Microsoft Office, Customer Service, Loans, Commercial Banking, Consumer Lending, Mortgage Lending, Cross Selling, Relationship Management, Sales, Business Development, Leadership, Branch Management, Private Banking, Finance, Management, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science (BS), Business Management
Lynn Classical High School
High School Diploma
Diana DiMatteo Diana DiMatteo's First Republic Bank Experience April 2015 - Present
Job at
Industry Banking
Experience
First Republic Bank April 2015 - Present
First Republic Bank December 2012 - Present
Whole Foods Market August 2006 - March 2013
Wells Fargo September 2011 - July 2012
Education
New Mexico Highlands University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
First Republic Bank April 2015 - Present
First Republic Bank December 2012 - Present
Whole Foods Market August 2006 - March 2013
Wells Fargo September 2011 - July 2012
Education
New Mexico Highlands University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Maureen McNally Maureen McNally's First Republic Bank Experience February 2013 - Present
Job Vice President, Investment Consultant at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
Charles Orozco Charles Orozco's First Republic Bank Experience May 2014 - Present
Job Private Banking and Investment Management First Republic Bank
Industry Investment Banking
Experience
First Republic Bank May 2014 - Present
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
Charles Schwab April 2012 - May 2014
Rollins College- Crummer Business School August 2010 - April 2012
Macy's/ Luxottica August 2009 - September 2010
GunnAllen Financial Inc May 2008 - July 2009
University of Florida May 2007 - December 2007
Department of Physiology and Functional Genomes May 2006 - August 2006
Skills
Investments, Management, Entrepreneurship, Marketing, Sales, Finance, Program Management, Training, Strategic Financial..., Time Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
M.B.A, Finance and Financial Management Services
University of Florida 2003 — 2008
B.A., Economics; Biochemistry
First Republic Bank May 2014 - Present
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
Charles Schwab April 2012 - May 2014
Rollins College- Crummer Business School August 2010 - April 2012
Macy's/ Luxottica August 2009 - September 2010
GunnAllen Financial Inc May 2008 - July 2009
University of Florida May 2007 - December 2007
Department of Physiology and Functional Genomes May 2006 - August 2006
Skills
Investments, Management, Entrepreneurship, Marketing, Sales, Finance, Program Management, Training, Strategic Financial..., Time Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
M.B.A, Finance and Financial Management Services
University of Florida 2003 — 2008
B.A., Economics; Biochemistry
Dillon Seitz Dillon Seitz's First Republic Bank Experience January 2013 - Present
Job Commercial Loan Administrator
Industry Banking
Experience
First Republic Bank January 2013 - Present
Education
Northeastern University 2006 — 2011
Bachelor of Business Administration (BBA)
First Republic Bank January 2013 - Present
Education
Northeastern University 2006 — 2011
Bachelor of Business Administration (BBA)
Mark Alibrandi, CPWA®, CIMA® Mark Alibrandi, CPWA®, CIMA®'s First Republic Bank Experience February 2012 - Present
Job Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Bank February 2012 - Present
Merrill Lynch 1992 - 2012
Skills
Portfolio Management, Financial Planning, Concentrated Stock..., Tax Efficient Portfolio..., Asset Management, Investments, IPO, Investment Management, Private Equity, Equities, Loans, Banking, Fixed Income, Management, Financial Services, Strategic Financial..., Wealth Management, Private Banking, Hedging, Alternative Investments
Education
Northeastern University
Bachelor of Science (B.S.), Finance
First Republic Bank February 2012 - Present
Merrill Lynch 1992 - 2012
Skills
Portfolio Management, Financial Planning, Concentrated Stock..., Tax Efficient Portfolio..., Asset Management, Investments, IPO, Investment Management, Private Equity, Equities, Loans, Banking, Fixed Income, Management, Financial Services, Strategic Financial..., Wealth Management, Private Banking, Hedging, Alternative Investments
Education
Northeastern University
Bachelor of Science (B.S.), Finance
Harrison Knowles Harrison Knowles's First Republic Bank Experience June 2014 - December 2014
Job SALT Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
First Republic Bank June 2014 - December 2014
First Republic Bank July 2013 - December 2013
Salem Five Bank September 2011 - July 2013
Education
Northeastern University 2014 — 2014
Master of Science (M.S.), Accounting
Providence College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Grant Thornton LLP January 2015 - Present
First Republic Bank June 2014 - December 2014
First Republic Bank July 2013 - December 2013
Salem Five Bank September 2011 - July 2013
Education
Northeastern University 2014 — 2014
Master of Science (M.S.), Accounting
Providence College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Glennie Ramphal's First Republic Bank Experience secretaryBioWare MythicJuly 2005 - April 2010
Job secretary at First Republic Bank
Industry Banking
Experience
First Republic Bank secretaryBioWare MythicJuly 2005 - April 2010
Education
Oakland City University
First Republic Bank secretaryBioWare MythicJuly 2005 - April 2010
Education
Oakland City University
Erika Gluckstal Erika Gluckstal's First Republic Bank Experience May 2012 - January 2014
Job MBA graduate seeking career opportunities in marketing
Industry Financial Services
Experience
First Republic Bank May 2012 - January 2014
AllianceBernstein May 2008 - March 2009
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
Wingate University 2003 — 2007
B.S., Marketing
First Republic Bank May 2012 - January 2014
AllianceBernstein May 2008 - March 2009
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
Wingate University 2003 — 2007
B.S., Marketing
William Benjamin IV's First Republic Bank Experience March 2015 - Present
Job Private Wealth Management and Lending at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
Jeff Citerin's First Republic Bank Experience July 2012 - Present
Job Senior Private Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2012 - Present
Banco Santander November 2009 - July 2012
AIG July 2003 - November 2009
Illustrated Properties Real Estate, Inc. 2001 - 2003
Chamber of Commerce of the Palm Beaches 2000 - 2002
The Breakers Palm Beach 1999 - 2000
Education
New York University
Palm Beach Atlantic University 1997 — 2001
Bachelor of Science Marketing
Palm Beach Atlantic University, London, England 1999 — 2000
International Business Program
First Republic Bank July 2012 - Present
Banco Santander November 2009 - July 2012
AIG July 2003 - November 2009
Illustrated Properties Real Estate, Inc. 2001 - 2003
Chamber of Commerce of the Palm Beaches 2000 - 2002
The Breakers Palm Beach 1999 - 2000
Education
New York University
Palm Beach Atlantic University 1997 — 2001
Bachelor of Science Marketing
Palm Beach Atlantic University, London, England 1999 — 2000
International Business Program
Patricia MacDonald Patricia MacDonald's First Republic Bank Experience April 2003 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2003 - Present
Mellon Financial June 1993 - May 2003
Connecticut National Bank 1987 - 1990
Connecticut National Bank 1987 - 1990
Skills
Banking, Loans, Customer Service, Sales, Leadership, New Business Development, Executive Management, Business Strategy, Securities, Wealth Management, Management
Education
Providence College 1984 — 1987
BA, Mathematics and Business Studies
First Republic Bank April 2003 - Present
Mellon Financial June 1993 - May 2003
Connecticut National Bank 1987 - 1990
Connecticut National Bank 1987 - 1990
Skills
Banking, Loans, Customer Service, Sales, Leadership, New Business Development, Executive Management, Business Strategy, Securities, Wealth Management, Management
Education
Providence College 1984 — 1987
BA, Mathematics and Business Studies
Megan Ueltschy's First Republic Bank Experience November 2013 - January 2015
Job Associate Commercial Lender
Industry Banking
Experience
Republic Bank March 2015 - Present
First Republic Bank November 2013 - January 2015
First Republic Bank January 2013 - November 2013
First Republic Bank January 2012 - January 2013
Arthur Frommer's Budget Travel June 2011 - August 2011
Room To Grow April 2010 - August 2011
Skills
NYS Notary Public, Communicaitons, Economics, Statistics, Microsoft Applications, Youth Mentoring, Peer Mentoring, Leadership, Cash Management, Salesforce.com, Sales Management, Client Development, Manage Client...
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Economics, A
Republic Bank March 2015 - Present
First Republic Bank November 2013 - January 2015
First Republic Bank January 2013 - November 2013
First Republic Bank January 2012 - January 2013
Arthur Frommer's Budget Travel June 2011 - August 2011
Room To Grow April 2010 - August 2011
Skills
NYS Notary Public, Communicaitons, Economics, Statistics, Microsoft Applications, Youth Mentoring, Peer Mentoring, Leadership, Cash Management, Salesforce.com, Sales Management, Client Development, Manage Client...
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Economics, A
Ashley Kopacki's First Republic Bank Experience December 2014 - Present
Job Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
First Republic Bank July 2014 - December 2014
The Learning Center August 2012 - May 2014
Quinnipiac Media MashUp August 2012 - April 2013
Skills
Press Releases, Facebook, Time Management, Social Media, Email Marketing, Public Relations, Cision, Media Relations, Microsoft Office, Spanish, Research
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (MBA), Finance, 3.91
Quinnipiac University 2010 — 2013
Bachelor of Arts, Public Relations, 3.98
Quinnipiac University 2010 — 2013
Bachelor of Arts, Spanish, 3.98
First Republic Bank December 2014 - Present
First Republic Bank July 2014 - December 2014
The Learning Center August 2012 - May 2014
Quinnipiac Media MashUp August 2012 - April 2013
Skills
Press Releases, Facebook, Time Management, Social Media, Email Marketing, Public Relations, Cision, Media Relations, Microsoft Office, Spanish, Research
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (MBA), Finance, 3.91
Quinnipiac University 2010 — 2013
Bachelor of Arts, Public Relations, 3.98
Quinnipiac University 2010 — 2013
Bachelor of Arts, Spanish, 3.98
Jill Nguyen Jill Nguyen's First Republic Bank Experience April 2010 - March 2013
Job Senior Trust Associate at First Republic Trust Company
Industry Financial Services
Experience
First Republic Trust Company March 2013 - Present
First Republic Bank April 2010 - March 2013
NMFN January 2007 - December 2009
Bank of America September 2003 - January 2007
Skills
Goal-oriented and..., Banking, Insurance, Life Insurance, Finance, Risk Management, Building Effective..., Building Strong..., Positive Can-do Attitude, Achieving Results, Training, Small Business, Financial Services, Sales, Family Office, Trust Services, Non-profit Volunteering, Customer Service
Education
George Fox University 2010 — 2012
MBA, Business
Portland State University - School of Business 2001 — 2006
Bachelor of Arts, Finance
First Republic Trust Company March 2013 - Present
First Republic Bank April 2010 - March 2013
NMFN January 2007 - December 2009
Bank of America September 2003 - January 2007
Skills
Goal-oriented and..., Banking, Insurance, Life Insurance, Finance, Risk Management, Building Effective..., Building Strong..., Positive Can-do Attitude, Achieving Results, Training, Small Business, Financial Services, Sales, Family Office, Trust Services, Non-profit Volunteering, Customer Service
Education
George Fox University 2010 — 2012
MBA, Business
Portland State University - School of Business 2001 — 2006
Bachelor of Arts, Finance
Crista Modglin Crista Modglin's First Republic Bank Experience December 2012 - Present
Job Database Administrator at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2012 - Present
First Republic Bank December 2010 - December 2012
Arapahoe County Colorado Government May 1997 - January 2010
Education
Regis University 1999 — 2002
Computer Science
First Republic Bank December 2012 - Present
First Republic Bank December 2010 - December 2012
Arapahoe County Colorado Government May 1997 - January 2010
Education
Regis University 1999 — 2002
Computer Science
Jessica Ekeberg's First Republic Bank Experience 2004 - 2006
Job Investor Relations Professional
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC January 2013 - Present
Tennenbaum Capital Partners 2007 - 2012
First Republic Bank 2004 - 2006
Education
Northwestern University
Tennenbaum Capital Partners, LLC January 2013 - Present
Tennenbaum Capital Partners 2007 - 2012
First Republic Bank 2004 - 2006
Education
Northwestern University
Alfredo Blanco's First Republic Bank Experience June 2004 - April 2005
Job Sr. Systems Engineer at Eden Technologies
Industry Information Technology and Services
Experience
Eden Technologies August 2010 - Present
1st Technologies. Inc. January 2002 - Present
Sony Music Entertainment September 2009 - July 2010
Bank of America May 2008 - September 2009
Weil Gotshal and Manges June 2007 - May 2008
UBS May 2005 - June 2007
First Republic Bank June 2004 - April 2005
Direct Media January 2004 - June 2004
JPMorgan Chase 2000 - 2004
Lower Hudson Regional Information Center December 1999 - March 2000
Skills
Windows Server, Windows Desktop..., Mac OS X, Linux, Scripting, VBScript, HTA, Powershell, ASP.NET, Perl, Python, Active Directory, DHCP, DNS, Bind, System Administration, Microsoft SQL Server, MySQL, Virtualization, Hyper-V, VMware, HTML, vSphere, Deployment, SAN, Windows 7, IIS, Apache, SharePoint, Plone, Altiris, MSI Packaging, Open Source Software, Samba, 3PAR, Isilon, Windows 7 Migration, Project Management, OS X, System Deployment, VMware ESX, Infrastructure, VMware vSphere
Education
Penn State University 2012 — 2012
PyCamp 2012, Python
Pace University 1988 — 1988
Computer Systems Program
Eden Technologies August 2010 - Present
1st Technologies. Inc. January 2002 - Present
Sony Music Entertainment September 2009 - July 2010
Bank of America May 2008 - September 2009
Weil Gotshal and Manges June 2007 - May 2008
UBS May 2005 - June 2007
First Republic Bank June 2004 - April 2005
Direct Media January 2004 - June 2004
JPMorgan Chase 2000 - 2004
Lower Hudson Regional Information Center December 1999 - March 2000
Skills
Windows Server, Windows Desktop..., Mac OS X, Linux, Scripting, VBScript, HTA, Powershell, ASP.NET, Perl, Python, Active Directory, DHCP, DNS, Bind, System Administration, Microsoft SQL Server, MySQL, Virtualization, Hyper-V, VMware, HTML, vSphere, Deployment, SAN, Windows 7, IIS, Apache, SharePoint, Plone, Altiris, MSI Packaging, Open Source Software, Samba, 3PAR, Isilon, Windows 7 Migration, Project Management, OS X, System Deployment, VMware ESX, Infrastructure, VMware vSphere
Education
Penn State University 2012 — 2012
PyCamp 2012, Python
Pace University 1988 — 1988
Computer Systems Program
Janisha Sabnani's First Republic Bank Experience July 2014 - Present
Job Vice President & Assistant General Counsel at First Republic Bank
Industry Law Practice
Experience
First Republic Bank July 2014 - Present
Skadden October 2009 - June 2014
Acumen Fund 2008 - 2008
Skadden 2007 - 2007
Weil Gotshal and Manges 2006 - 2006
Newsweek 2005 - 2005
Skills
Securities Regulation, Corporate Law, Private Equity, Legal Research, Mergers & Acquisitions, Corporate Governance, Legal Writing, Litigation, Cross-border..., Commercial Litigation, Due Diligence, Venture Capital, Intellectual Property, Joint Ventures, Securities Litigation, International Law
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
New York University School of Law 2005 — 2009
JD
University of California, Berkeley 2001 — 2004
BA
First Republic Bank July 2014 - Present
Skadden October 2009 - June 2014
Acumen Fund 2008 - 2008
Skadden 2007 - 2007
Weil Gotshal and Manges 2006 - 2006
Newsweek 2005 - 2005
Skills
Securities Regulation, Corporate Law, Private Equity, Legal Research, Mergers & Acquisitions, Corporate Governance, Legal Writing, Litigation, Cross-border..., Commercial Litigation, Due Diligence, Venture Capital, Intellectual Property, Joint Ventures, Securities Litigation, International Law
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
New York University School of Law 2005 — 2009
JD
University of California, Berkeley 2001 — 2004
BA
Francis Creamer's First Republic Bank Experience August 2011 - Present
Job Preferred Banking Office Management
Industry Banking
Experience
First Republic Bank August 2011 - Present
Astoria Federal Savings July 2009 - July 2011
Gap February 2004 - May 2005
H&M 1999 - 2004
Limited 1997 - 1999
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Deposits, Loans, Mortgage Lending, Relationship Management, Retail Banking, Sales, Strategic Planning, Branch Management, Merchandising, Portfolio Management, Retail, Small Business Lending
Education
Pace University - Lubin School of Business 2006 — 2007
Master of Business Administration (M.B.A.), International Business
University of Rochester 1989 — 1993
BA, PSC
First Republic Bank August 2011 - Present
Astoria Federal Savings July 2009 - July 2011
Gap February 2004 - May 2005
H&M 1999 - 2004
Limited 1997 - 1999
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Deposits, Loans, Mortgage Lending, Relationship Management, Retail Banking, Sales, Strategic Planning, Branch Management, Merchandising, Portfolio Management, Retail, Small Business Lending
Education
Pace University - Lubin School of Business 2006 — 2007
Master of Business Administration (M.B.A.), International Business
University of Rochester 1989 — 1993
BA, PSC
Paul DiBetta's First Republic Bank Experience January 2012 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2012 - Present
First Republic Bank March 2011 - April 2012
First Republic Bank March 2009 - March 2011
Political Fundraising Campaign June 2009 - November 2009
First Republic Bank June 2007 - March 2009
Commerce Bank 2004 - 2007
Skills
Mortgage Lending, Real Estate Lending, Private Banking, Core Banking, Cash Management, Credit Analysis, Relationship Management, Deposits, Building Relationships, Business Networking
Education
NYU - SCPS
Certification in Credit Analysis
New Jersey Institute of Technology
BS, Business Management Minor: History
Rutgers, The State University of New Jersey-Newark
First Republic Bank January 2012 - Present
First Republic Bank March 2011 - April 2012
First Republic Bank March 2009 - March 2011
Political Fundraising Campaign June 2009 - November 2009
First Republic Bank June 2007 - March 2009
Commerce Bank 2004 - 2007
Skills
Mortgage Lending, Real Estate Lending, Private Banking, Core Banking, Cash Management, Credit Analysis, Relationship Management, Deposits, Building Relationships, Business Networking
Education
NYU - SCPS
Certification in Credit Analysis
New Jersey Institute of Technology
BS, Business Management Minor: History
Rutgers, The State University of New Jersey-Newark
Jen Hum-Traverso's First Republic Bank Experience 2010 - 2013
Job Enterprise Relationships at Dropbox
Industry Computer Software
Experience
Dropbox December 2014 - Present
Dropbox May 2014 - April 2015
Morgan Stanley 2013 - 2014
Schools of the Sacred Heart San Francisco 2010 - 2014
First Republic Bank 2010 - 2013
First Republic Bank 2007 - 2010
Merrill Lynch 2009 - 2009
Alpargatas S.A. 2008 - 2008
Skills
Marketing, Loans, Sales, Financial Services
Education
New York University
B.A., Economics
Dropbox December 2014 - Present
Dropbox May 2014 - April 2015
Morgan Stanley 2013 - 2014
Schools of the Sacred Heart San Francisco 2010 - 2014
First Republic Bank 2010 - 2013
First Republic Bank 2007 - 2010
Merrill Lynch 2009 - 2009
Alpargatas S.A. 2008 - 2008
Skills
Marketing, Loans, Sales, Financial Services
Education
New York University
B.A., Economics
Stacy Loya's First Republic Bank Experience August 2014 - Present
Job First Republic Bank
Industry Banking
Experience
First Republic Bank August 2014 - Present
Sedgwick LLP April 2013 - August 2014
California College of the Arts November 2008 - January 2013
Heller Ehrman October 2005 - October 2008
Skills
Student Financial Aid, Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Analysis, Nonprofits, Marketing Strategy, Marketing
Education
New York University 1987 — 1993
Masters, Business
First Republic Bank August 2014 - Present
Sedgwick LLP April 2013 - August 2014
California College of the Arts November 2008 - January 2013
Heller Ehrman October 2005 - October 2008
Skills
Student Financial Aid, Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Analysis, Nonprofits, Marketing Strategy, Marketing
Education
New York University 1987 — 1993
Masters, Business
Dwaraka Polakam's First Republic Bank Experience March 2015 - Present
Job Project Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
Nektar Therapeutics June 2014 - October 2014
Citrix Online July 2013 - June 2014
Citrix Online March 2013 - July 2013
Deckers Outdoor Corporation May 2012 - September 2012
UC Santa Barbara September 2010 - June 2011
Pacific Capital Bancorp November 2009 - September 2010
Pacific Capital Bancorp February 2007 - October 2009
Skills
Financial Modeling, Risk Management, Treasury Management, Portfolio Management, Data Analysis, Reporting & Analysis, ALM, Funds Transfer Pricing, DBMS, Microsoft Excel, Business Objects, SAS, Hyperion Planning, Hyperion Reports, Stata, Eviews, Variance Analysis, Business Intelligence, Financial Risk, Treasury, Project Planning, Interest Rate Risk..., Finance, Accounting, Analysis, Budgets, Corporate Finance, Cross-functional Team..., Financial Analysis
Education
UCSB 2010 — 2011
Masters, Economics
Osmania University
Bachelor of Arts (B.A.), Mathematics, Economics and Statistics
First Republic Bank March 2015 - Present
Nektar Therapeutics June 2014 - October 2014
Citrix Online July 2013 - June 2014
Citrix Online March 2013 - July 2013
Deckers Outdoor Corporation May 2012 - September 2012
UC Santa Barbara September 2010 - June 2011
Pacific Capital Bancorp November 2009 - September 2010
Pacific Capital Bancorp February 2007 - October 2009
Skills
Financial Modeling, Risk Management, Treasury Management, Portfolio Management, Data Analysis, Reporting & Analysis, ALM, Funds Transfer Pricing, DBMS, Microsoft Excel, Business Objects, SAS, Hyperion Planning, Hyperion Reports, Stata, Eviews, Variance Analysis, Business Intelligence, Financial Risk, Treasury, Project Planning, Interest Rate Risk..., Finance, Accounting, Analysis, Budgets, Corporate Finance, Cross-functional Team..., Financial Analysis
Education
UCSB 2010 — 2011
Masters, Economics
Osmania University
Bachelor of Arts (B.A.), Mathematics, Economics and Statistics
David Jason's First Republic Bank Experience April 2015 - Present
Job Quality Control Specialist at First Republic Trust Company
Industry Banking
Experience
First Republic Bank April 2015 - Present
Granite Solutions Groupe, Inc. December 2014 - March 2015
U.S. Bank, Corporate Trust Services February 2011 - March 2014
Bank of America April 2007 - January 2011
Various Law Firms November 2004 - April 2007
Watson Wyatt May 1997 - August 2001
Skills
Structured Finance, Financial Risk, Bonds, Analysis, Litigation, Risk Management, Due Diligence, Banking, Corporate Finance
Education
Northwestern University School of Law 2001 — 2004
Juris Doctor
University of Tennessee-Knoxville 1990 — 1995
B.S., Mathematics
First Republic Bank April 2015 - Present
Granite Solutions Groupe, Inc. December 2014 - March 2015
U.S. Bank, Corporate Trust Services February 2011 - March 2014
Bank of America April 2007 - January 2011
Various Law Firms November 2004 - April 2007
Watson Wyatt May 1997 - August 2001
Skills
Structured Finance, Financial Risk, Bonds, Analysis, Litigation, Risk Management, Due Diligence, Banking, Corporate Finance
Education
Northwestern University School of Law 2001 — 2004
Juris Doctor
University of Tennessee-Knoxville 1990 — 1995
B.S., Mathematics
Brian Scherman's First Republic Bank Experience June 2013 - Present
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2013 - Present
Citibank, NA May 2012 - June 2013
Chase Investment Services Corp. January 2007 - April 2012
Skills
Credit, Investments, Portfolio Management, Relationship Management, Banking, Risk Management, Series 7, Retail Banking, Commercial Banking, Financial Services, Commercial Lending, Strategic Financial..., Mortgage Lending, Series 63, Equities, Cash Management, Loans, Credit Analysis
Education
Pace University 1988 — 1992
BBA, Operations Management and Supervision
First Republic Bank June 2013 - Present
Citibank, NA May 2012 - June 2013
Chase Investment Services Corp. January 2007 - April 2012
Skills
Credit, Investments, Portfolio Management, Relationship Management, Banking, Risk Management, Series 7, Retail Banking, Commercial Banking, Financial Services, Commercial Lending, Strategic Financial..., Mortgage Lending, Series 63, Equities, Cash Management, Loans, Credit Analysis
Education
Pace University 1988 — 1992
BBA, Operations Management and Supervision
Heena Koya's First Republic Bank Experience July 2014 - July 2015
Job Internal Audit Manager at Twitter
Industry Financial Services
Experience
Twitter July 2015 - Present
First Republic Bank July 2014 - July 2015
Apollo Global Management LLC May 2013 - May 2014
Goldman Sachs November 2010 - May 2013
Credit Suisse August 2007 - October 2010
Grant Thornton August 2005 - March 2007
Skills
Internal Audit, Valuation, Sarbanes-Oxley Act, Auditing, Private Equity, US GAAP, SEC filings, Internal Controls, Due Diligence, Corporate Finance, Financial Analysis, SEC Filings, Management, Asset Management, Risk Management, Finance
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor in Business Administration, Concentration in Accounting
Twitter July 2015 - Present
First Republic Bank July 2014 - July 2015
Apollo Global Management LLC May 2013 - May 2014
Goldman Sachs November 2010 - May 2013
Credit Suisse August 2007 - October 2010
Grant Thornton August 2005 - March 2007
Skills
Internal Audit, Valuation, Sarbanes-Oxley Act, Auditing, Private Equity, US GAAP, SEC filings, Internal Controls, Due Diligence, Corporate Finance, Financial Analysis, SEC Filings, Management, Asset Management, Risk Management, Finance
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor in Business Administration, Concentration in Accounting
Reynolds Ospina's First Republic Bank Experience April 2014 - Present
Job Vice President First Republic Investment Management
Industry Investment Management
Experience
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
Arshi Riar's First Republic Bank Experience September 2013 - Present
Job Senior QA Engineer at First Republic Bank
Industry Computer Software
Experience
First Republic Bank September 2013 - Present
On Lok Lifeways December 2012 - June 2013
Moody's Analytics August 2012 - December 2012
First Republic Bank March 2012 - August 2012
Moody's Analytics December 2011 - January 2012
University Of California - Office of the President June 2010 - November 2010
Wells Fargo Financial April 2010 - November 2010
Wells Fargo March 2008 - September 2009
Gap Inc. September 2007 - February 2008
Skills
Testing, Quality Assurance, Web Applications, Business Analysis, Selenium, Regression Testing, Test Planning, Test Automation, QTP, User Acceptance Testing, System Testing, Software Quality..., XML, SDLC, Quality Center, Test Cases, SQL, Black Box Testing, Manual Testing, HP Quality Center
Education
Punjab Technical University 2001 — 2003
MS(IT), Informational Technology
First Republic Bank September 2013 - Present
On Lok Lifeways December 2012 - June 2013
Moody's Analytics August 2012 - December 2012
First Republic Bank March 2012 - August 2012
Moody's Analytics December 2011 - January 2012
University Of California - Office of the President June 2010 - November 2010
Wells Fargo Financial April 2010 - November 2010
Wells Fargo March 2008 - September 2009
Gap Inc. September 2007 - February 2008
Skills
Testing, Quality Assurance, Web Applications, Business Analysis, Selenium, Regression Testing, Test Planning, Test Automation, QTP, User Acceptance Testing, System Testing, Software Quality..., XML, SDLC, Quality Center, Test Cases, SQL, Black Box Testing, Manual Testing, HP Quality Center
Education
Punjab Technical University 2001 — 2003
MS(IT), Informational Technology
Scott Doré's First Republic Bank Experience December 2012 - Present
Job Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Bank December 2012 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch July 2002 - May 2008
Skills
Investments, Financial Modeling, Investment Advisory, Asset Management, Management, Private Equity, Due Diligence, Portfolio Management, Valuation, Equities, Financial Analysis
Education
Princeton University 1998 — 2002
First Republic Bank December 2012 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch July 2002 - May 2008
Skills
Investments, Financial Modeling, Investment Advisory, Asset Management, Management, Private Equity, Due Diligence, Portfolio Management, Valuation, Equities, Financial Analysis
Education
Princeton University 1998 — 2002
Srikanth Surapaneni's First Republic Bank Experience February 2011 - Present
Job Desktop Engineer/Client Systems Engineer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank February 2011 - Present
Wells Fargo Bank N.A November 2009 - February 2011
JPMorgan Chase February 2009 - October 2009
Wells Fargo Bank N A June 2007 - December 2008
EDS-General Motors Corp November 2006 - April 2007
Mervyns July 2006 - October 2006
Skills
Software Packaging and..., WMI, SCCM, System Deployment, VBScript, Windows 7, Scripting, App-V, Software Packaging, Active Directory, SMS, VMware, XP, InstallShield, Citrix, Application Packaging, ITIL, Windows, DHCP, Virtualization, Windows Server
Education
University of Wollongong 2003 — 2004
MICT, Information and Communication Technology
Pondicherry University 1997 — 2001
BTech, Computer Science and Engineering
First Republic Bank February 2011 - Present
Wells Fargo Bank N.A November 2009 - February 2011
JPMorgan Chase February 2009 - October 2009
Wells Fargo Bank N A June 2007 - December 2008
EDS-General Motors Corp November 2006 - April 2007
Mervyns July 2006 - October 2006
Skills
Software Packaging and..., WMI, SCCM, System Deployment, VBScript, Windows 7, Scripting, App-V, Software Packaging, Active Directory, SMS, VMware, XP, InstallShield, Citrix, Application Packaging, ITIL, Windows, DHCP, Virtualization, Windows Server
Education
University of Wollongong 2003 — 2004
MICT, Information and Communication Technology
Pondicherry University 1997 — 2001
BTech, Computer Science and Engineering
Jeanne Scungio's First Republic Bank Experience September 2004 - Present
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2004 - Present
Ronald McDonald House of New York 1993 - Present
US Trust Company 2000 - 2004
JP Morgan Chase 1988 - 1996
Education
Providence College 1984 — 1988
BS, Finance
St Mary's Academy 1981 — 1984
College Prep
First Republic Bank September 2004 - Present
Ronald McDonald House of New York 1993 - Present
US Trust Company 2000 - 2004
JP Morgan Chase 1988 - 1996
Education
Providence College 1984 — 1988
BS, Finance
St Mary's Academy 1981 — 1984
College Prep
Kurt Hiebert's First Republic Bank Experience July 2006 - April 2010
Job Network Security Consultant at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology December 2013 - Present
Mechanics Bank October 2010 - November 2013
First Republic Bank July 2006 - April 2010
Bank of Walnut Creek June 2002 - July 2006
Motorola January 2000 - November 2001
Skills
Active Directory, Firewalls, Information Security, IDS, Disaster Recovery, Network Security, Visio, Linux, Windows, Networking, Troubleshooting, Project Management, Risk Management, TCP/IP, Monarch Pro Data Mining, Security Incident..., SIEM Tools, Security Log Managment..., Boolean Logic & Formulas, Advanced Excel skills, AntiVirus, Databases, Operating Systems, Systems Administration, Banking and Financial..., Financial Audits, Enterprise Risk..., Risk Assessment, Penetration Testing, Vulnerability Assessment, Vulnerability Scanning, Vulnerability Management, Security, Integration, Information Technology, Cisco Technologies, Information Security..., System Administration, Antivirus, Software Documentation, Help Desk Support, Enterprise Architecture
Education
Oregon State University
Bachelor of Science, Business Adminstration
Robert Half Technology December 2013 - Present
Mechanics Bank October 2010 - November 2013
First Republic Bank July 2006 - April 2010
Bank of Walnut Creek June 2002 - July 2006
Motorola January 2000 - November 2001
Skills
Active Directory, Firewalls, Information Security, IDS, Disaster Recovery, Network Security, Visio, Linux, Windows, Networking, Troubleshooting, Project Management, Risk Management, TCP/IP, Monarch Pro Data Mining, Security Incident..., SIEM Tools, Security Log Managment..., Boolean Logic & Formulas, Advanced Excel skills, AntiVirus, Databases, Operating Systems, Systems Administration, Banking and Financial..., Financial Audits, Enterprise Risk..., Risk Assessment, Penetration Testing, Vulnerability Assessment, Vulnerability Scanning, Vulnerability Management, Security, Integration, Information Technology, Cisco Technologies, Information Security..., System Administration, Antivirus, Software Documentation, Help Desk Support, Enterprise Architecture
Education
Oregon State University
Bachelor of Science, Business Adminstration
Marco Castano's First Republic Bank Experience February 2015 - Present
Job RM Loan Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
United Northern Mortgage Bankers, Ltd. July 2014 - February 2015
NYCB February 2014 - July 2014
JPMorgan Chase October 2011 - December 2013
JPMorgan Chase June 2010 - October 2011
JPMorgan Chase December 2008 - June 2010
JPMorgan Chase March 2008 - December 2008
Washington Mutual Bank April 2005 - February 2008
American Home Mortgage October 2004 - April 2005
Countrywide Home Loans August 2004 - October 2004
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Commercial Lending, Home Equity Loans, Loan Origination, Underwriting, Refinance, Consumer Lending, FHA, Investment Properties, Banking
Education
Queensborough Community College
St. Joseph's High School
First Republic Bank February 2015 - Present
United Northern Mortgage Bankers, Ltd. July 2014 - February 2015
NYCB February 2014 - July 2014
JPMorgan Chase October 2011 - December 2013
JPMorgan Chase June 2010 - October 2011
JPMorgan Chase December 2008 - June 2010
JPMorgan Chase March 2008 - December 2008
Washington Mutual Bank April 2005 - February 2008
American Home Mortgage October 2004 - April 2005
Countrywide Home Loans August 2004 - October 2004
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Commercial Lending, Home Equity Loans, Loan Origination, Underwriting, Refinance, Consumer Lending, FHA, Investment Properties, Banking
Education
Queensborough Community College
St. Joseph's High School
Svetlana Mikhailova's First Republic Bank Experience January 2010 - Present
Job Sr. Business Analyst at First Republic Bank
Industry Computer Software
Experience
First Republic Bank January 2010 - Present
Exadel, Inc. July 2000 - March 2006
DECOSP July 1992 - November 1999
Skills
Business Intelligence, Business Process..., SQL, Product Management, Requirements Gathering, Business Process, Business Analysis, Quality Assurance, Loans, Vendor Management, Banking, Business Requirements, Project Management
Education
Villanova University 2007 — 2007
Master Certificate in Business Analysis
Saint Petersburg State University of Finance and Economics 1994 — 1995
A.A.S., Banking and Finance
Peter the Great St.Petersburg Polytechnic University 1988 — 1994
M.S., Computer Sience
First Republic Bank January 2010 - Present
Exadel, Inc. July 2000 - March 2006
DECOSP July 1992 - November 1999
Skills
Business Intelligence, Business Process..., SQL, Product Management, Requirements Gathering, Business Process, Business Analysis, Quality Assurance, Loans, Vendor Management, Banking, Business Requirements, Project Management
Education
Villanova University 2007 — 2007
Master Certificate in Business Analysis
Saint Petersburg State University of Finance and Economics 1994 — 1995
A.A.S., Banking and Finance
Peter the Great St.Petersburg Polytechnic University 1988 — 1994
M.S., Computer Sience
Cynthia Leghorn's First Republic Bank Experience Managing DirectorFirst Republic Bank2002 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank Managing DirectorFirst Republic Bank2002 - Present
Emigrant Savings Bank January 1991 - December 2011
Manufacturers Hanover Trust 1978 - 1988
Skills
Private Banking, Loans, Mortgage Lending, Portfolio Management, Management, Credit, Commercial Real Estate, Credit Analysis, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Asset Management
Education
Rider University
First Republic Bank Managing DirectorFirst Republic Bank2002 - Present
Emigrant Savings Bank January 1991 - December 2011
Manufacturers Hanover Trust 1978 - 1988
Skills
Private Banking, Loans, Mortgage Lending, Portfolio Management, Management, Credit, Commercial Real Estate, Credit Analysis, Commercial Banking, Banking, Small Business Lending, Commercial Lending, Asset Management
Education
Rider University
Robert Ostrovsky's First Republic Bank Experience August 2012 - Present
Job Branch Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2012 - Present
City National Bank February 2010 - August 2012
Citi Private Bank March 2005 - June 2009
Citi Private Bank March 2001 - March 2005
Bank Of San Francisco April 2000 - January 2001
Citibank September 1989 - February 2000
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Cross Selling, Private Banking, Loan Origination, Retail Banking, Wealth Management, Cash Management, Series 7, Commercial Banking, Financial Services, Mortgage Banking, Investments, Finance, Notary Public
Education
New York University 1981 — 1985
Bachelor of Fine Arts, Drama
G.W. Hewlett HIgh School 1979 — 1981
High School
First Republic Bank August 2012 - Present
City National Bank February 2010 - August 2012
Citi Private Bank March 2005 - June 2009
Citi Private Bank March 2001 - March 2005
Bank Of San Francisco April 2000 - January 2001
Citibank September 1989 - February 2000
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Cross Selling, Private Banking, Loan Origination, Retail Banking, Wealth Management, Cash Management, Series 7, Commercial Banking, Financial Services, Mortgage Banking, Investments, Finance, Notary Public
Education
New York University 1981 — 1985
Bachelor of Fine Arts, Drama
G.W. Hewlett HIgh School 1979 — 1981
High School
Emma Viles's First Republic Bank Experience October 2013 - Present
Job Online Banking Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
E*TRADE Financial July 2013 - October 2013
Casa Italiana Zerilli Marimo/NYU March 2013 - July 2013
Pediatricians, Inc. January 2010 - January 2013
Quannapowitt Yacht Club June 2007 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Blogging, Writing, Foreign Languages, Telephone Reception, Analytical Capability, Leadership, Team Management, Photography, Spanish, Teaching
Education
New York University 2009 — 2013
Bachelor of Arts, Linguistics and Italian
First Republic Bank October 2013 - Present
E*TRADE Financial July 2013 - October 2013
Casa Italiana Zerilli Marimo/NYU March 2013 - July 2013
Pediatricians, Inc. January 2010 - January 2013
Quannapowitt Yacht Club June 2007 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Blogging, Writing, Foreign Languages, Telephone Reception, Analytical Capability, Leadership, Team Management, Photography, Spanish, Teaching
Education
New York University 2009 — 2013
Bachelor of Arts, Linguistics and Italian
Scott Holden's First Republic Bank Experience April 2011 - Present
Job Senior Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2011 - Present
Sterling Savings Bank 2008 - 2011
Holden Mortgage Associates January 2003 - June 2008
Skills
Mortgage Lending, Marketing, Mortgage Banking, Refinance, Loans, Credit, Banking, Loan Origination, FHA, Small Business Lending, Finance, Commercial Banking, Credit Analysis, Commercial Lending, Residential Mortgages, Investments, Consumer Lending, Commercial Mortgages, Lines Of Credit, Retail Banking, Credit Risk, Mortgage Underwriting, Home Equity Lines of..., Relationship Management, Home Equity Loans, Private Banking, Real Estate Financing, Investment Properties, Real Estate, Real Estate Economics, Commercial Real Estate, Debt Consolidation, Series 7, Asset Based Lending, Insurance, Wealth Management, Deposits
Education
Portland State University 2013 — 2015
MBA, Real Estate Development
Portland State University - School of Business 1990 — 1991
BS, Business
First Republic Bank April 2011 - Present
Sterling Savings Bank 2008 - 2011
Holden Mortgage Associates January 2003 - June 2008
Skills
Mortgage Lending, Marketing, Mortgage Banking, Refinance, Loans, Credit, Banking, Loan Origination, FHA, Small Business Lending, Finance, Commercial Banking, Credit Analysis, Commercial Lending, Residential Mortgages, Investments, Consumer Lending, Commercial Mortgages, Lines Of Credit, Retail Banking, Credit Risk, Mortgage Underwriting, Home Equity Lines of..., Relationship Management, Home Equity Loans, Private Banking, Real Estate Financing, Investment Properties, Real Estate, Real Estate Economics, Commercial Real Estate, Debt Consolidation, Series 7, Asset Based Lending, Insurance, Wealth Management, Deposits
Education
Portland State University 2013 — 2015
MBA, Real Estate Development
Portland State University - School of Business 1990 — 1991
BS, Business
Sarkis Babakhanyan's First Republic Bank Experience September 2014 - May 2015
Job Licensed CA P&C Insurance Agent/Broker
Industry Insurance
Experience
First Republic Bank September 2014 - May 2015
Wells Fargo 2010 - 2014
Skills
Loans, Credit, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Portfolio Management, Mortgage Lending, Commercial Lending, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Investments, Refinance, Wealth Management, Finance, Sales, Financial Services, Financial Analysis, Relationship Management, Cash Management, Cross Selling, Property & Casualty..., New Business Generation, Strategic Planning
Education
Oregon State University 2014 — 2016
Bachelor’s Degree, Economics, GPA: 3.74
Burbank High School 2000 — 2004
H.S. Diploma
First Republic Bank September 2014 - May 2015
Wells Fargo 2010 - 2014
Skills
Loans, Credit, Banking, Small Business Lending, Credit Analysis, Commercial Banking, Portfolio Management, Mortgage Lending, Commercial Lending, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Investments, Refinance, Wealth Management, Finance, Sales, Financial Services, Financial Analysis, Relationship Management, Cash Management, Cross Selling, Property & Casualty..., New Business Generation, Strategic Planning
Education
Oregon State University 2014 — 2016
Bachelor’s Degree, Economics, GPA: 3.74
Burbank High School 2000 — 2004
H.S. Diploma
Eva Slugocka's First Republic Bank Experience May 2012 - Present
Job
Industry Banking
Experience
First Republic Bank May 2012 - Present
Polish & Slavic Federal Credit Union May 2008 - May 2012
Polish & Slavic Federal Credit Union September 2003 - May 2008
Skills
Credit Unions, Microsoft Excel, Loans, Retail Banking, Banking, Mortgage Lending, Financial Analysis, Customer Service, Consumer Lending, Microsoft Office, Credit, Credit Analysis, Core Banking, Relationship Management, Loan Origination, Finance, Commercial Lending, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2004
BBA, Accounting
TMLA
First Republic Bank May 2012 - Present
Polish & Slavic Federal Credit Union May 2008 - May 2012
Polish & Slavic Federal Credit Union September 2003 - May 2008
Skills
Credit Unions, Microsoft Excel, Loans, Retail Banking, Banking, Mortgage Lending, Financial Analysis, Customer Service, Consumer Lending, Microsoft Office, Credit, Credit Analysis, Core Banking, Relationship Management, Loan Origination, Finance, Commercial Lending, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2004
BBA, Accounting
TMLA
Daniel Mead's First Republic Bank Experience February 2015 - Present
Job Business Banking at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
Mead Enterprises 2011 - Present
Torrey Pines Bank June 2011 - February 2015
Skills
Credit Analysis, Credit, Loans, Underwriting, Commercial Banking, Banking, Finance, Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Real Estate, Due Diligence, Microsoft Excel, Financial Reporting, Real Estate Economics, Small Business Lending
Education
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
First Republic Bank February 2015 - Present
Mead Enterprises 2011 - Present
Torrey Pines Bank June 2011 - February 2015
Skills
Credit Analysis, Credit, Loans, Underwriting, Commercial Banking, Banking, Finance, Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Real Estate, Due Diligence, Microsoft Excel, Financial Reporting, Real Estate Economics, Small Business Lending
Education
Point Loma Nazarene University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Wes McLean's First Republic Bank Experience September 2010 - October 2012
Job Business Professional
Industry Financial Services
Experience
Family Office July 2015 - Present
JP Morgan Chase Bank N.A. February 2013 - July 2015
First Republic Bank September 2010 - October 2012
Leading Edge Property Investments, LLC April 2006 - May 2009
Skills
Strategic Planning, Financial Analysis, Asset Management, Capital Budgeting, Financial Forecasting, Value Creation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Management and Finance
University of Colorado at Boulder - Leeds School of Business
Finance
Family Office July 2015 - Present
JP Morgan Chase Bank N.A. February 2013 - July 2015
First Republic Bank September 2010 - October 2012
Leading Edge Property Investments, LLC April 2006 - May 2009
Skills
Strategic Planning, Financial Analysis, Asset Management, Capital Budgeting, Financial Forecasting, Value Creation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Management and Finance
University of Colorado at Boulder - Leeds School of Business
Finance
Shanthi krishnan's First Republic Bank Experience May 2015 - Present
Job Director, HRIS at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2015 - Present
First Republic Bank January 2014 - Present
First Republic Bank June 2012 - January 2014
First Republic Bank August 2010 - May 2012
Computer Sciences Corporation December 2003 - August 2010
Deloitte Consulting December 2002 - November 2003
Xilinx corporation May 2002 - December 2002
FutureNext Consulting October 1999 - April 2002
United Technologies June 1999 - October 1999
Dupont Photomasks June 1998 - May 1999
Education
North Carolina State University 1987 — 1991
Ph. D, Education, Integrated Sciences
Stella Maris College
Stella Maris College
Stella Maris College
First Republic Bank May 2015 - Present
First Republic Bank January 2014 - Present
First Republic Bank June 2012 - January 2014
First Republic Bank August 2010 - May 2012
Computer Sciences Corporation December 2003 - August 2010
Deloitte Consulting December 2002 - November 2003
Xilinx corporation May 2002 - December 2002
FutureNext Consulting October 1999 - April 2002
United Technologies June 1999 - October 1999
Dupont Photomasks June 1998 - May 1999
Education
North Carolina State University 1987 — 1991
Ph. D, Education, Integrated Sciences
Stella Maris College
Stella Maris College
Stella Maris College
Karen Wandrey's First Republic Bank Experience June 2015 - Present
Job Performance Measurement at First Republic Bank
Industry Investment Management
Experience
First Republic Bank June 2015 - Present
HighMark Capital Management September 2011 - May 2015
HighMark Capital Management September 2010 - September 2011
Nielsen May 2008 - August 2008
Education
Ohio Wesleyan University 2006 — 2010
BA, Economics and Psychology
First Republic Bank June 2015 - Present
HighMark Capital Management September 2011 - May 2015
HighMark Capital Management September 2010 - September 2011
Nielsen May 2008 - August 2008
Education
Ohio Wesleyan University 2006 — 2010
BA, Economics and Psychology
Christine Hobayan's First Republic Bank Experience April 2014 - Present
Job Senior Compliance Auditor at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2014 - Present
CLS Bank International April 2012 - April 2014
Credit Suisse May 2011 - February 2012
Apple Retail April 2010 - May 2011
Astor Group June 2010 - January 2011
Morgan Joseph TriArtisan LLC June 2006 - July 2008
Skills
Due Diligence, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Anti Money Laundering, Training, Compliance, Project Management, AML, OFAC, Investment Banking, Valuation, Microsoft Excel
Education
New York University 2002 — 2006
BA, Economics
First Republic Bank April 2014 - Present
CLS Bank International April 2012 - April 2014
Credit Suisse May 2011 - February 2012
Apple Retail April 2010 - May 2011
Astor Group June 2010 - January 2011
Morgan Joseph TriArtisan LLC June 2006 - July 2008
Skills
Due Diligence, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Anti Money Laundering, Training, Compliance, Project Management, AML, OFAC, Investment Banking, Valuation, Microsoft Excel
Education
New York University 2002 — 2006
BA, Economics
Ginah Outama's First Republic Bank Experience March 2010 - February 2012
Job The Outama 5 LLC
Industry Banking
Experience
First Republic Bank March 2010 - February 2012
JP Morgan Chase 1997 - 2010
Washington Mutual 1997 - 2010
Skills
Commercial Banking, Credit, Banking, Loans, Portfolio Management
Education
Portland State University 1996 — 1998
Bachelor of Science, Finance and Management
University of Washington 1990 — 1994
First Republic Bank March 2010 - February 2012
JP Morgan Chase 1997 - 2010
Washington Mutual 1997 - 2010
Skills
Commercial Banking, Credit, Banking, Loans, Portfolio Management
Education
Portland State University 1996 — 1998
Bachelor of Science, Finance and Management
University of Washington 1990 — 1994
Downey Andrew's First Republic Bank Experience February 2012 - Present
Job Loan Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2012 - Present
First Republic Bank May 2010 - February 2012
Chase Bank January 2009 - May 2010
Chase Bank June 2006 - December 2008
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Financial Services
Education
Portland State University - School of Business 2006 — 2010
BS, Accounting
First Republic Bank February 2012 - Present
First Republic Bank May 2010 - February 2012
Chase Bank January 2009 - May 2010
Chase Bank June 2006 - December 2008
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Financial Services
Education
Portland State University - School of Business 2006 — 2010
BS, Accounting
Lewis Rosensitto's First Republic Bank Experience February 2012 - Present
Job Managing Director
Industry Financial Services
Experience
First Republic Bank February 2012 - Present
Citi Private Bank August 1999 - February 2012
Skills
Wealth Management, Alternative Investments, Private Banking, Portfolio Management, Wealth Management..., Commercial Banking, Wealth, Asset Management, Loans, Banking, Investments, Investment Advisory, Capital Markets
Education
Investment Management Consultant Association 2003 — 2003
CIMC, Certified Investment Management Consultant
The American College 1992 — 1994
ChFC, Chartered Financial Consultant
The American College 1992 — 1994
CLU, Chartered Life Underwriter
Pepperdine University 1986 — 1990
BA, Economics
First Republic Bank February 2012 - Present
Citi Private Bank August 1999 - February 2012
Skills
Wealth Management, Alternative Investments, Private Banking, Portfolio Management, Wealth Management..., Commercial Banking, Wealth, Asset Management, Loans, Banking, Investments, Investment Advisory, Capital Markets
Education
Investment Management Consultant Association 2003 — 2003
CIMC, Certified Investment Management Consultant
The American College 1992 — 1994
ChFC, Chartered Financial Consultant
The American College 1992 — 1994
CLU, Chartered Life Underwriter
Pepperdine University 1986 — 1990
BA, Economics
Greg Gooch's First Republic Bank Experience February 2011 - Present
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2011 - Present
Commerce / TD Bank September 2001 - February 2011
US Army August 1990 - August 1994
Education
Penn State University
First Republic Bank February 2011 - Present
Commerce / TD Bank September 2001 - February 2011
US Army August 1990 - August 1994
Education
Penn State University
Sandra Vergara's First Republic Bank Experience April 1993 - December 2013
Job Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Mission National Bank September 2014 - May 2015
Gateway Bank April 2014 - September 2014
First Republic Bank April 1993 - December 2013
Skills
Credit, Banking, Customer Service, Commercial Banking, Mortgage Lending, Retail Banking, Loans, Risk Management, Portfolio Management, Finance, Refinance, Investments
Education
Notre Dame de Namur University
Master of Arts (M.A.), Counseling Psychology
San Francisco State University
Bachelor of Arts (B.A.), Psychology
Bank of America July 2015 - Present
Mission National Bank September 2014 - May 2015
Gateway Bank April 2014 - September 2014
First Republic Bank April 1993 - December 2013
Skills
Credit, Banking, Customer Service, Commercial Banking, Mortgage Lending, Retail Banking, Loans, Risk Management, Portfolio Management, Finance, Refinance, Investments
Education
Notre Dame de Namur University
Master of Arts (M.A.), Counseling Psychology
San Francisco State University
Bachelor of Arts (B.A.), Psychology
Giselle Nekui's First Republic Bank Experience October 2013 - Present
Job Business Development and Account Management
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
360 Huntington Fund October 2012 - May 2013
Wellington Management January 2012 - June 2012
State Street January 2011 - June 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Valuation, Data Analysis, Analysis, Finance, Equities, Financial Services
Education
Northeastern University 2012 — 2013
Master of Science (MS), Finance
Northeastern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Insurance, Entrepreneurship and New Venture Management
First Republic Bank October 2013 - Present
360 Huntington Fund October 2012 - May 2013
Wellington Management January 2012 - June 2012
State Street January 2011 - June 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Valuation, Data Analysis, Analysis, Finance, Equities, Financial Services
Education
Northeastern University 2012 — 2013
Master of Science (MS), Finance
Northeastern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Insurance, Entrepreneurship and New Venture Management
Deborah Marie O'Neal's First Republic Bank Experience September 2004 - November 2006
Job VP Branch Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies
Anamitra Banerjee MCA, MBA's First Republic Bank Experience 2009 - 2011
Job Oracle EBS R12/11i TechnoFunctional Leader
Industry Government Administration
Experience
New York City Public Agency July 2011 - Present
First Republic Bank 2009 - 2011
salesforce.com 2009 - 2009
Nuance Communications 2008 - 2009
Office Depot 2006 - 2008
Berkshire Hathaway Energy 2003 - 2006
HCL Technologies 2002 - 2003
Towers Watson 2000 - 2002
Prior Companies 1997 - 2000
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), MIS
Indian Institute of Engineering Science and Technology, Shibpur
Master of Computer Applications (MCA)
Presidency University, Kolkata
Bachelor's Degree, Mathematics
New York City Public Agency July 2011 - Present
First Republic Bank 2009 - 2011
salesforce.com 2009 - 2009
Nuance Communications 2008 - 2009
Office Depot 2006 - 2008
Berkshire Hathaway Energy 2003 - 2006
HCL Technologies 2002 - 2003
Towers Watson 2000 - 2002
Prior Companies 1997 - 2000
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), MIS
Indian Institute of Engineering Science and Technology, Shibpur
Master of Computer Applications (MCA)
Presidency University, Kolkata
Bachelor's Degree, Mathematics
Creed Combs's First Republic Bank Experience June 2013 - Present
Job OnBase Workflow Developer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank June 2013 - Present
Novanis June 2000 - June 2013
Skills
OnBase, LibertyNET, Microsoft SQL Server, Windows Server, IIS, VB.NET, C#, VBScript, HTML, JavaScript, Microsoft Office, Document Management, Software Development..., Technical Documentation, End User Training
Education
Robert Morris College 1998 — 1999
Associate's degree, Computer Systems Networking and Telecommunications
First Republic Bank June 2013 - Present
Novanis June 2000 - June 2013
Skills
OnBase, LibertyNET, Microsoft SQL Server, Windows Server, IIS, VB.NET, C#, VBScript, HTML, JavaScript, Microsoft Office, Document Management, Software Development..., Technical Documentation, End User Training
Education
Robert Morris College 1998 — 1999
Associate's degree, Computer Systems Networking and Telecommunications
Jayme Fontana's First Republic Bank Experience January 2014 - Present
Job Associate Director at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2014 - Present
Education
Providence College 2004 — 2008
First Republic Bank January 2014 - Present
Education
Providence College 2004 — 2008
Suzanne (Rossi) Holdgrafer's First Republic Bank Experience December 2014 - Present
Job Administrative Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
McCormick & Schmick's May 2014 - December 2014
Heathman Restaurant & Bar March 2012 - April 2014
Skills
Employee Relations, Restaurant Management, Customer Service, Restaurants, Time Management, Fine Dining, Hospitality, Food & Beverage, Hospitality Management, Food Service, Banquets, Menu Development, Food, Social Media, Catering, Public Speaking, Social Networking, Hospitality Industry
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts - Business Management & Leadership
Oregon State University
First Republic Bank December 2014 - Present
McCormick & Schmick's May 2014 - December 2014
Heathman Restaurant & Bar March 2012 - April 2014
Skills
Employee Relations, Restaurant Management, Customer Service, Restaurants, Time Management, Fine Dining, Hospitality, Food & Beverage, Hospitality Management, Food Service, Banquets, Menu Development, Food, Social Media, Catering, Public Speaking, Social Networking, Hospitality Industry
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts - Business Management & Leadership
Oregon State University
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