First Republic Bank
Industry: Business bank
DescriptionFirst Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele. Headquarters: San Francisco, California, United States Customer service: 00 1 415-288-7598 Assets under management: 121.1 billion USD (2018) Total assets: 93.8 billion USD (2018) Subsidiaries: FIRST REPUBLIC INVESTMENT MANAGEMENT INC,
First Republic Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Republic Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,702 First Republic Bank employees in database. Find out everything there's to know about First Republic Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Republic Bank Employees
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
Sherman, Clay & Co April 2006 - Present
Akimbo Systems, Inc October 2004 - April 2006
Grant Media, LLC June 2003 - October 2004
eCargoService, Inc May 2000 - June 2003
First Republic Bank July 1999 - May 2000
JSI Shipping Corporation January 1992 - January 1999
Skills
Salesforce.com, Financial Reporting, Account Reconciliation, Accounts Receivable, Accounting, Auditing, Office Automation, Crystal Reports, FRx, Databases, Microsoft Access, SQL Server, ASP.NET, Payroll, General Ledger, Quickbooks, Reconciliation, Salesforce.com..., FinancialForce.com, JavaScript, Access, Microsoft SQL Server, Internal Audit, QuickBooks, Accruals, Financial Statements
Education
San Francisco State University
Master, Business Administration
San Francisco State University
Bachelor of Science, Accounting and Finance
First Republic Bank January 2011 - Present
Bank of America June 2006 - December 2010
RehabCare January 2003 - December 2005
Skills
Banking, Leadership, Retail Banking, Business Development, Sales, Customer Satisfaction, Recruiting, Economics, Management, Finance, Coaching, Mortgage Underwriting, Mortgage Lending, Cross Selling, Notary Public, Series 7, Series 63, Operations Management, Loans, Credit
Education
San Francisco State University 2002 — 2006
BA, Economics, Political Science
First Republic Bank February 2012 - Present
First Republic Bank June 2009 - February 2012
Citibank September 2006 - June 2009
Macy's February 2004 - September 2006
Skills
Banking, Customer Service, Sales, Sales Management, Leadership, Retail Banking, Business Development, Business Analysis, Microsoft Office, Management, Retail, Selling, Outlook, Microsoft Word, Commercial Banking, Financial Services, Finance, Social Media, Financial Analysis, Credit
Education
St. Mary's College of California 2002 — 2006
BA, English, Politics
Saint Ignatius College Prep 1998 — 2002
Salesforce June 2015 - Present
First Republic Bank August 2012 - June 2015
Meltwater Group January 2012 - June 2012
American Income Life July 2011 - January 2012
Enterprise Rent-A-Car September 2009 - June 2011
Skills
Customer Service, Sales, Social Media, Microsoft Works, PowerPoint, Excel, Microsoft Office, Word, Customer Relations, Microsoft Word, Microsoft Excel, Management, New Business Development, CRM, Strategy, Sales Process, Account Management, SaaS, Teamwork, Salesforce.com, Selling
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Arts, Communication and a minor in Sociology
First Republic Bank July 2014 - Present
California Pacific Medical Center Research Institute June 2013 - October 2014
Visa February 2012 - April 2013
Dr. Susan Hsu optometry February 2011 - February 2012
eyedefinition optometry August 2006 - February 2010
Skills
Communication, Customer Service, Microsoft Excel, Microsoft Office, Finance, Social Media
Education
San Francisco State University 1999 — 2004
Bachelor of Arts (B.A.), Radio and Television
First Republic Bank September 2013 - Present
Ernst & Young, LLP January 2000 - June 2001
GateCapital, LLC January 1998 - August 1999
Marin Consulting, Inc January 1996 - October 1997
Commonwealth United Mortgage September 1992 - May 1994
Preferred Mortgage Associates Ltd October 1990 - September 1992
US Army 750th Military Intelligence Battalion October 1986 - July 1990
Skills
Problem Solving, Oral & Written..., Finding Opportunities, Financial Analysis, Real Estate Economics, Real Estate, Finance, Mortgage Lending, Analysis, Capital Markets, Investments, Credit, Financial Modeling
Education
San Francisco State University 1996 — 2000
Bachelor of Science, Business Administration; Finance & Real Estate, 3.3
24 Hour Fitness December 2014 - Present
Active Sports Clubs October 2014 - Present
Zumba July 2014 - Present
Beachbody April 2012 - Present
Burr, Pilger & Mayer LLP July 2006 - 2010
BPM, LLP 2006 - 2009
The Art Institute of California San Francisco February 2005 - July 2006
Remedy Intelligent Staffing October 2004 - February 2005
Deloitte & Touche June 1999 - October 2004
First Republic Bank November 1997 - May 1999
Skills
Finance, Accounting, Consulting, Talent Management, Human Resources, Employee Relations, Performance Management, QuickBooks, PeopleSoft, Talent Acquisition, Recruiting, Executive Search, SAP, Technical Recruiting, Accounts Receivable, Management Consulting, Auditing, Accounts Payable, Onboarding, Benefits Negotiation
Education
Saint Paul University 1992 — 1997
Bachelors, Business Management
Riverbed Technology April 2015 - Present
Hewlett-Packard August 2013 - April 2015
Dell November 2009 - August 2013
First Republic Bank September 2009 - October 2009
Northwest Technologies LLC August 2007 - August 2009
The Wine Group August 2006 - June 2007
Cuesta College January 1999 - December 2001
Skills
Information Security, Network Security, Disaster Recovery, Technical Support, System Administration, SaaS, Microsoft Exchange, Intrusion Detection, Business Continuity, ArcSight, Microsoft Office, Incident Response, Archer, Volatility, TippingPoint IPS, Nmap, MIR, Wireshark, Redline, Splunk, Palo Alto Networks, Footprints, FireEye, Nessus, Ironport, Vectra, VMware ESX, Tcpdump, Mandiant Redline, SIFT, Kali, Asset Management, eDiscovery, Blackberry Enterprise..., Postini, ProofPoint, Symantec Endpoint..., Symantec Email Security, Symantec Backup Exec., Iron Mountain Data..., Email Routing, Email Archiving, Email Header Analysis, Mass Notification System, BMC Remedy, Siebel Call Center, SalesForce Sales Cloud
Education
San Francisco State University 2004 — 2006
Bachelors of Arts, Economics
First Republic Bank January 2012 - December 2014
First Republic Bank December 2007 - December 2011
US Banccorp December 2004 - October 2007
Bank of America May 2004 - October 2004
Bank of America July 1998 - May 2004
Bank of America July 1996 - July 1998
Bank of America January 1993 - June 1996
Bank of America June 1992 - June 1993
Bank of America August 1990 - May 1992
Skills
Notary Public, Banking, Credit, Customer Service, Finance, Loan Origination, Loans, Management, Mortgage Lending, Real Estate, Sales, Commercial Banking, Consumer Lending, Financial Analysis
Education
Samuel Gompers Secondary School
High school
San Diego Mesa College
General Education, Business Management courses, Business Administration and Management, General
San Diego State University-California State University
General Education, Business Management courses, Business Administration., Business Administration and Management courses
LinkedIn June 2014 - Present
LinkedIn March 2013 - March 2014
SolarCity April 2012 - February 2013
First Republic Bank June 2011 - August 2011
Gap Inc./Banana Republic October 2009 - June 2011
College Works Painting March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Office, Salesforce.com, Microsoft Word
Education
San Francisco State University 2007 — 2011
Bachelor of Science (BS), Business Administration, International Business
First Republic Bank November 2013 - Present
Chase February 2011 - November 2013
Skills
Customer Service, Multi-tasked, Banking, Outlook, Call Centers, Customer Satisfaction, Time Management, Training, Microsoft Excel, Access, Management, Data Entry, Teamwork, PowerPoint, Leadership, Microsoft Word, Microsoft Office, Financial Services, Retail Banking, Sales, Social Networking, Research
Education
San Francisco State University 2004 — 2009
Bachelor's degree, Business Administration and Management, General
San Francisco State University 2004 — 2009
Bachelor's degree, Hospitality Administration/Management
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - January 2015
Digital Realty December 2012 - February 2013
Scanwell September 2012 - November 2012
First Republic Bank June 2012 - August 2012
First Republic Bank January 2012 - May 2012
CK Appraisal Services September 2011 - January 2012
San Jose State University September 2010 - May 2011
Access Growth LLC April 2010 - July 2010
Skills
Cantonese, Japanese, Outstanding..., Financial Analysis, Microsoft Excel, Investments, Import Export, Analysis
Education
San Jose State University
Bachelor of Arts (B.A.), Finance, General
San Jose State University
Bachelor of Arts (B.A.), Business Administration and Management, General
BlackRock July 2012 - Present
First Republic Bank July 2011 - July 2012
Charles Schwab January 2010 - May 2011
Charles Schwab October 2009 - January 2010
Education
San Francisco State University
Bachelor of Arts (B.A.), Mathematics
First Republic Bank 2001 - Present
Wells Fargo Bank 1990 - 2000
Education
San Francisco State University, College of Business 1996 — 2002
Bachelors, International Business
Lowell
MUFG Americas September 2014 - Present
First Republic Bank October 2007 - August 2014
Skills
Analytics, VBA, CSS, Decision Analysis, Data Analysis, Databases, Database Design, Data Mining, Data Modeling, Web Design, Website Development, Access, Microsoft SQL Server, Strategic Planning, Business Strategy, Financial Analysis, Financial Reporting, Corporate Finance, Decision Trees, QuickBooks, AFS, Dreamweaver, Visio, SharePoint, RoboHelp, Microsoft Excel, PowerPoint, OnBase, Sagent, Monarch Pro, Adobe LiveCycle, Photoshop, Mandarin, Cantonese, Shanghainese, Analysis, Business Analysis, Risk Management
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business Statistics
San Francisco State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Kaiser Permanente IT October 2012 - Present
First Republic Bank September 2011 - September 2012
French Press Films January 2010 - August 2011
Union Bank December 2001 - November 2009
Epiphany June 2000 - May 2001
Bank of America September 1997 - May 2000
Ascend Communications April 1995 - June 1997
Skills
Vendor Management, Contract Negotiation, Risk Management, Performance Management, Project Management, Strategy, Integration, Project Planning, Professional Services, Business Strategy, Business Process, Leadership, Process Improvement, Strategic Planning, Telecommunications, PMP, Business Analysis
Education
Syracuse University College of Law 1991 — 1994
J.D.
Saint Bonaventure University 1987 — 1991
B.A. with Honors
Nichols School 1983 — 1987
Diploma
First Republic Bank March 2015 - Present
First Republic Bank November 2013 - Present
First Republic Bank August 2008 - December 2013
First Republic Bank May 2006 - September 2008
SRI, A Mortgage Company January 2004 - May 2006
American Equity Mortgage January 2002 - January 2004
Bayporte Financial August 2002 - May 2003
Salomon Smith Barney June 2001 - June 2002
Skills
Fluent in..., Management, Strong knowledge in..., Customer Service, Client Management, Wealth Management, Sales, Operations Management, Banking, CRM, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Risk Management, Commercial Banking
Education
San Francisco State University 1999 — 2002
Bachelor's degree
Kent
First Republic Bank April 2014 - Present
Maze & Associates August 2008 - February 2012
Skills
Auditing, Internal Controls, GAAP, External Audit, Financial Statements, Financial Accounting, Microsoft Excel, Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, General Ledger, Accounts Payable, Single Audit, Government Accounting, Finance, Management, Audits of Employee..., Customer Service, Private Banking
Education
St. Mary's College of California 2004 — 2008
Bachelor of Science in Economics and Business Administration, Accounting
Sacred Heart Cathedral
First Republic Bank January 2013 - Present
Bank of America May 2011 - December 2012
HSBC November 2007 - April 2011
Citibank August 2005 - November 2007
MetLife Financial Services August 2004 - August 2005
Skills
Wealth Management, Securities, Financial Planning, Credit, Series 7, Investments, Portfolio Management, Mortgage, Mandarin, Customer Relations, Series 66, Mortgage Lending, Customer Service, Loans, Retail Banking, Strategic Financial..., Banking, Investment Advisory, Relationship Management, Private Banking, Cross Selling, Commercial Banking, Credit Analysis, Consumer Lending, Financial Services, Credit Risk, Finance, Small Business Lending, Commercial Lending, Management, Professional...
Education
San Francisco State University, College of Business 1998 — 2003
BS
Wallenberg HS
First Republic Bank July 2015 - Present
Chenery Market October 2010 - Present
First Republic Bank November 2014 - June 2015
Joseph B Zaarour & association August 2014 - September 2014
Lowe's Home Improvement February 2008 - August 2010
Skills
Business Strategy, Income Tax, Financial Accounting
Education
San Francisco State University 2009 — 2012
Bachelor of Science (BS), Business Administration with Concentration in Accounting.
First Republic Bank April 2015 - Present
Investment Club at John Cabot University September 2013 - December 2014
Business Club at John Cabot University September 2013 - December 2014
The Book Pirate June 2006 - December 2014
Skills
Financial Analysis, Credit Analysis, Tax Analysis, Microsoft Excel, Financial Modeling, Underwriting, Financial Reporting, Credit Risk, Market Research, Financial Research, Business Strategy, Microsoft Word, Microsoft PowerPoint, Teamwork, Time Management
Education
John Cabot University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Finance, 3.5 / 4.0
San Diego State University-California State University 2013 — 2014
Two Semesters Abroad, Investments, Economics, Finance
London School of Economics and Political Science 2013 — 2013
Summer School, Accounting and Finance
Jones, Clifford, Johnson & Johnson, Dehner, Wong, Morrison, Sheppard & Bell, LLP 2015 - 2015
First Republic Bank February 2013 - August 2014
Hollister Co. January 2012 - October 2012
Dana Garrison August 2010 - May 2011
GMN Access Health Services April 2007 - June 2009
Skills
Time Management, Customer Service, Data Entry, PowerPoint, Administrative..., Office Management, Outlook, Loss Prevention, Sales Management, Visual Merchandising, Accounts Payable, Marketing, Microsoft Excel, Microsoft Office, Spreadsheets, Microsoft Word, File Management, Access, Travel Arrangements, Concur, Oracle, Management, Social Networking
Education
San Francisco State University 2009 — 2011
Bachelors of Sciences, Business Administration - Decision Sciences & Marketing
Skyline College 2006 — 2009
AS, Business Administration
Philip and sala Burton
First Republic Bank October 2014 - Present
Squat and Gobble September 2006 - October 2014
Skills
Social Media, Research, Public Speaking, Market Research, Spanish, Leadership, Photoshop, Team Leadership, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Marketing, Social Networking, Teamwork, Sales, Management, Communication, Customer Satisfaction, Business Strategy, Time Management, Training
Education
San Francisco State University 2012 — 2014
Bachelor's degree, International Business
Skyline College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), International Business
Capital One January 2015 - Present
Hat Trix Media January 1999 - Present
First Republic Bank July 2014 - January 2015
Wells Fargo August 2007 - July 2014
Comcast August 2004 - August 2005
Skills
Banking, Customer Service, Credit, Human Resources, Management, Sales Operations, Sales Process, Conversions, Sales Management, Inventory Management, Organizational..., Compliance, Retail, Team Building, Word, Social Media, Audio Engineering, Music Production, Avid Media Composer, Budgets, Finance, Outlook, Budgeting, Administration, Cross Selling, Risk Management, Propellerheads Reason, Recruiting, Time Management, Deposits, Cash Management, Financial Services, Relationship Management, Customer Retention, Employee Training, Small Business, Team Leadership, Forecasting, Cold Calling, CRM, Sales, Certified Fraud Examiner, CAMS, Certified Anti-Money..., BSA, Underwriting, Business Unit Start-up, Microsoft Office, Leadership, Loans
Education
Woodside High School 2000 — 2004
Diploma, Business and Technology Academy
San Francisco State University
HR
First Republic Bank January 2015 - Present
US Capital Partners April 2014 - January 2015
Genentech November 2012 - April 2014
Genentech Inc. October 2009 - January 2012
Davis Bridge Educational Foundation November 2007 - June 2009
Davis Bridge Educational Foundation November 2006 - June 2009
Skills
Teamwork and..., Highly Analytical, Multi-Tasking, Data Analysis, Microsoft Office, Customer Service, Equity Valuation, Financial Modeling, Regression Analysis, Financial Accounting, Investment Management, Financial Statement..., Corporate Finance, PowerPoint, Microsoft Excel, Analytical Skills, Team-oriented, Analysis, Risk Management, Microsoft Word, Financial Analysis, Finance, Valuation, Due Diligence, CRM, Market Research
Education
Saint Mary's College of California 2012 — 2013
Master of Science, Financial Analysis and Investment Management
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
First Republic Bank June 2003 - Present
Bank of America Commercial Banking 2000 - 2003
Education
University of California, Berkeley
BA, Economics
St. Mary's College of California
MBA
First Republic Bank March 2012 - Present
Lime Light, Deniki & Northlander March 2011 - December 2011
Integrity Care SA January 2010 - March 2011
YapStone, Inc. December 2007 - December 2009
Skills
Lead Generation, Marketing, Social Media Marketing, Salesforce.com, Online Advertising, Email Marketing, Social Media, Sales, Event Planning, Leadership, Online Marketing, Social Networking, Advertising
Education
San Diego State University-California State University 2004 — 2006
Business Administration, Marketing
First Republic Bank August 2008 - November 2013
Wachovia Corporation September 2006 - June 2008
World Savings Bank 2002 - 2006
World Savings Bank 2001 - 2002
Wells Fargo 1999 - 2001
Skills
Microsoft Excel, Word,..., Oracle, MSA/GEAC, and..., AFS and OSI-Total Plus..., OnBase and WebFocus..., Oracle Hyperion,...
Education
San Francisco State University 1984 — 1990
Bachelor of Science (B.S.), Accounting
First Republic Bank September 2015 - Present
Gallop Out Racing LLC November 2012 - Present
Comerica Bank December 2013 - September 2015
Umpqua Bank May 2008 - December 2013
City National Bank October 2004 - May 2008
Bank of the West 2002 - October 2004
Wells Fargo January 1997 - January 2002
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Retail Banking, Consumer Lending, Loan Origination, Lines Of Credit, Portfolio Management, Credit Risk, Asset Based Lending, Underwriting, Commercial Mortgages, Treasury Management, Risk Management, Cash Management, Finance, Executive Management
Education
San Diego State University-California State University 1987 — 1992
BA in International Business, emphasis in German
Williams-Sonoma, Inc. December 2013 - Present
First Republic Bank September 2011 - November 2013
Goldman Sachs October 2009 - September 2011
Integra Realty Resources May 2009 - July 2009
Nicoloff and Associates May 2008 - January 2009
Professional Community Management June 2006 - August 2008
Skills
Outlook, Microsoft Excel, Management, PowerPoint, QuickBooks, Process Scheduler, Payroll, Microsoft Word, Finance, Investments, Portfolio Management, Editing, Accounts Payable, New Business Development, Accounts Receivable, Leadership
Education
San Diego State University-California State University 2004 — 2008
BS, Integrated Marketing Communications
The University of Kansas 2007 — 2007
Business, International Program
Amador Valley High School 2000 — 2004
First Republic Bank December 2002 - Present
First National Bank of San Diego April 2001 - September 2002
Wells Fargo Bank March 1992 - June 2000
Skills
Corporate Finance, Commercial Banking, Treasury Management, Investment Banking, Commercial Mortgages, Commercial Lending, Mortgage Lending, Corporate Lending, Banking, Cash Management, Loans
Education
San Diego State University-California State University 1987 — 1992
Finance
Lazarex Cancer Foundation February 2012 - Present
1515 Restaurant & Lounge January 2009 - Present
CYNTHiiA September 1983 - Present
Lazarex Cancer Foundation February 2012 - December 2014
Charity Auction Fundraising January 2008 - December 2014
Cindy & Associates 2010 - 2014
Vintage Senior Living January 2008 - January 2012
First Republic Bank January 2006 - January 2009
Skills
Event Management, Charity Events, Fundraising, Special Events, Public Speaking, Songwriting, Charity, Community Outreach, Social Media, Event Planning, Philanthropy, Social Networking, Social Media Marketing, Leadership, Training, Management, Nonprofits, Customer Service, Public Relations, Budgets, Volunteer Management, Marketing, Sales, Facebook, Editing, Marketing Communications
Education
San Francisco State University 2004 — 2006
BACHELORS, SPEECH/COMMUNICATIONS
Claire Lilienthal
First Republic Bank January 2014 - Present
Burr Pilger Mayer July 2013 - January 2014
Burr Pilger Mayer January 2012 - June 2013
Burr Pilger Mayer October 2009 - December 2011
Burr Pilger Mayer June 2008 - December 2008
Skills
Auditing, Assurance, Accounting, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, External Audit, Financial Services, Accounts Payable, Account Reconciliation, CPA, GAAP, Financial Statements, SEC Filings
Education
San Francisco State University 2005 — 2009
BS, Corporate Finance and Accounting
JPMorgan Chase June 2013 - Present
JP Morgan Chase May 2011 - June 2013
JPMorgan Chase December 2008 - May 2011
Accenture May 2007 - December 2008
WaMu 2004 - 2007
First Republic Bank 2004 - 2004
World Savings 2002 - 2004
World Savings 2001 - 2002
Skills
Customer Service, Retail Banking, Training & Development, Business Analysis, Customer Experience, Excel, Sales Management, Sales Excellence, Budgeting, Coaching, Languages, Mentoring, Operations Management, Teamwork, Team Management, Financial Analysis, Microsoft Excel, Banking, Employee Training, Leadership, Sales, Vendor Management, Process Improvement, Risk Management, Call Centers, Change Management, Performance Management, Relationship Management, Program Management
Education
San Francisco State University 1995 — 2000
Developing Virtue Secondary 1992 — 1995
ARC San Joaquin 2012 - Present
Aurora's Home Sweet Home, LLC 2011 - 2012
First Republic Bank 2009 - 2011
JPMorgan Chase Card Services (formerly WaMu/Providian) 2004 - 2009
Providian Financial 2001 - 2004
Providian Financial 1994 - 2001
United Credit Bureau Services 1994 - 1994
Bank of the West 1992 - 1994
First Interstate Bank 1976 - 1992
Skills
Operations Management, Process Improvement, Quality Assurance, Business Strategy, Risk Management, Staff Development, Team Building, Budgeting/Cost Control, Customer Service, Project Management, Management, Leadership, Program Management, Forecasting, Financial Services, Budgets
Education
Sacred Heart Seminary
St. Mary's College of California
B.A. (Honors), Management
University of California, Los Angeles
Professional Designation in Bank Management
First Republic Bank June 2011 - Present
San Diego Police Foundation May 2010 - Present
Bank of America Merrill Lynch April 2009 - June 2011
Crown RV Group May 2004 - January 2009
Freedom Capital June 1998 - August 2007
Southwest Colonial Mortgage 1990 - 1998
Skills
Financial Analysis, P&L responsibility, P&L Responsibility, Commercial Lending, Leadership, Mergers & Acquisitions, P&L Management, Strategy, Investments, Financial Services, Program Management, Budgets, Strategic Planning, Finance, Loans, Business Development, Banking, Private Equity, Due Diligence, Management, Credit, Executive Management, Insurance, Venture Capital, SaaS, Commercial Banking, Wealth Management
Education
UCLA Anderson School of Management 2001 — 2003
MBA, General Business - Real Estate Finance
San Diego State University-California State University 1985 — 1989
B.S., Finance
First Republic Bank May 2013 - Present
City of San Jose December 2012 - May 2013
Step Ahead Financial Enterprise November 2011 - October 2012
Alain Pinel Realtors July 2011 - October 2011
Skills
QuickBooks, Outlooksoft, Microsoft Excel, Account Reconciliation, Accounting, Payroll, Accounts Payable, Analysis, Finance, Financial Analysis, Financial Reporting, Journal Entries, Management, Microsoft Office, Microsoft Word, PowerPoint, Risk Management
Education
Saint Mary's College of California 2012 — 2013
Masters of Sience in Financial Analysis and Investment Management, Accounting and Finance
University of Jordan 2008 — 2011
Bachelor of Sience in business economics, BusinessEconomics
First Republic Bank July 2015 - Present
The Women’s International Perspective August 2007 - Present
Bank of the West May 2014 - July 2015
Bank of the West July 2013 - May 2014
Weiss Associates August 2012 - July 2013
CTB McGraw Hill May 2011 - June 2012
CTB McGraw Hill July 2007 - April 2011
CTB McGraw Hill November 2004 - June 2007
Skills
Publishing, Copy Editing, Blogging, Editing, Proofreading, Photoshop, Public Relations, Technical Writing, WordPress, Journalism, Community Outreach, Creative Writing, Marketing Communications, Corporate Communications, Project Management, Content Development, Program Management, Publications, Copywriting, Editorial, Content Management, Social Media, Feature Articles, Proposal Writing, Social Networking
Education
San Francisco State University 2008 — 2013
Master of Arts (M.A.), Comparative Literature
UC Davis 1999 — 2003
Bachelor of Arts (B.A.), Comparative Literature
Wells Fargo November 2013 - Present
Signature Consultants September 2012 - Present
Bank of the West 2012 - 2013
First Republic Bank October 2009 - August 2012
Genentech November 1997 - September 2009
1to1 (Partner Microsoft) November 1995 - October 1997
Wells Fargo August 1994 - October 1995
Skills
VB.NET, VBA, Visual C++, Microsoft SQL Server, JavaScript, Project Planning, Application Lifecycle..., Software Design, Database Design, User Interface Design, Software Development, Requirements Analysis, Business Analysis, Integration, SDLC, Agile Methodologies, SQL, Data Modeling, Software Quality..., Business Intelligence, Business Requirements, Databases, Software Project..., Requirements Gathering, Visio, PL/SQL
Education
San Francisco State University 1990 — 1994
Bachelor of Science (BS), Computer Science & Engineering
First Republic Bank January 2011 - Present
Informatica June 2010 - June 2011
Best Buy June 2008 - October 2009
San Francisco State University October 2004 - June 2008
Skills
System Configuration, Mobile Platforms, Online Gaming, Gaming, Computer Hardware, Information Technology, Handheld Devices, Windows, Social Networking, Networking, Project Management, Social Skills, Integration, Process Improvement, Organization, Management, IT Management, Software Documentation, Software Installation, SDLC, Technical Support, Analysis, Help Desk Support, Software, Windows XP, Requirements Gathering, IT Operations, Troubleshooting, Business Process, Microsoft Office
Education
San Francisco State University 2005 — 2011
BS, Information Systems and E-Commerce System
Charles Schwab May 2012 - Present
Self January 1985 - May 2012
State Compensation Insurance Fund March 2009 - April 2012
Wells Fargo Bank November 2008 - February 2009
Obama for America October 2008 - November 2008
First Republic Bank March 2008 - September 2008
Charles Schwab February 2006 - 2008
Wells Fargo Bank January 2005 - December 2005
Charles Schwab October 1998 - December 2004
Levi Strauss & Co. 1994 - 1998
Skills
Software Development, Microsoft SQL Server, Databases, Unix, Data Modeling, Analysis, SDLC, Systems Analysis, Data Warehousing, Data Analysis, Program Management, Business Analysis, Business Intelligence, SQL, Agile Methodologies, Business Requirements, Project Management, Requirements Analysis, Software Documentation
Education
San Francisco State University 1979 — 1982
Music
The Johns Hopkins University 1969 — 1973
Bachelor of Arts, Social Science
First Republic Bank Board MemberJones Methodist Church Credit UnionFebruary 2004 - Present
Jones Memorial Foundation Inc January 2004 - Present
Education
San Francisco State University 1991 — 2005
Teachscape Inc. January 2011 - December 2013
First Republic Bank December 2009 - January 2011
East West Bank (formerly United Commercial Bank) May 2004 - November 2009
Medical Insurance Exchange November 2001 - May 2004
Hooked on Phonics May 2001 - October 2001
PMI Mortgage Insurance 1998 - 2000
Education
Wheaton College
BA, Art History
San Francisco State University
Client-Server Technology Certificate, Computer Technology/Computer Systems Technology
George School
Quaker Friends preparatory school
First Republic Bank April 2015 - Present
Comerica Bank August 2014 - April 2015
Comerica Bank July 2013 - July 2014
Bridge Bank January 2013 - May 2013
Technology Credit Union June 2012 - December 2012
Morgan Stanley Wealth Management June 2012 - August 2012
WordWatch, Inc. August 2011 - April 2012
Skills
Financial Analysis, Finance, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Start-ups, Credit Risk, Commercial Lending, Underwriting, Business Development, Real Estate Lending, SBA, Venture Capital, Private Equity, Venture Financing, Investments
Education
San Jose State University
B.S Business Administration, Finance/ Economics
Chartered Financial Analyst (CFA) Program
Chartered Financial Analyst, Investments and Securities
MUFG Americas March 2015 - Present
MUFG Americas March 2014 - March 2015
MUFG Americas July 2011 - March 2014
First Republic Bank October 2010 - March 2011
US Bank January 2010 - July 2010
Nordstrom 2008 - 2008
Kaiser Permanente June 2007 - August 2007
Skills
Banking, Analysis, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Finance
Education
Saint Mary's College of California 2014 — 2015
Master of Finance, Financial Analysis and Investment Management
San Jose State University 2005 — 2009
Bachelor of Science, Business Administration of Management
Lowell
Union Bank November 2012 - Present
United American Bank August 2010 - September 2012
First Republic Bank 1999 - 2009
Redwood Empire Bancorp 1995 - 1999
Office of Thrift Supervision (OTS) 1988 - 1995
Skills
Financial Risk, Auditing, Program Management, Training, Credit, Loans, Banking Law, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Bank Secrecy Act, AML, Risk Management, Internal Controls, Anti Money Laundering, Financial Services
Education
Association of Certified Anti-Money Laundering Specialists 2015 — 2015
Certified Anti-Money Laundering Specialist (CAMS)
San Francisco State University
BS, Accounting
First Republic Bank January 2012 - Present
Mechanics Bank May 2008 - December 2011
Books Out Loud LLC 2004 - 2007
Skills
Relationship Development, Customer Service, Account Management, Commercial Banking, Retail Banking, Banking
Education
San Francisco State University 1996 — 1998
Bachelor of Arts, English Literature
First Republic Bank September 2013 - Present
JP Morgan March 2008 - September 2013
LinkShare Corporation October 2001 - February 2008
Jupiter Media Metrix February 2000 - October 2001
Openshop Internet Software 1999 - 2000
ADP 1996 - 1999
Education
Saint Anselm College 1989 — 1993
Bachelors, Business
Gina Morey January 1991 - Present
First Republic Bank 2010 - 2011
Herbalife International, Inc. March 2008 - July 2009
CSULB April 2006 - March 2008
Freestyle Sales Company March 1999 - November 2005
Jones Lang LaSalle February 1994 - September 1998
Education
San Diego State University-California State University
BA, Communication Science
Black Diamond Video October 2014 - Present
Reactor Interactive January 2014 - October 2014
Archer Systems January 2013 - January 2014
Reactor Interactive 2010 - 2014
First Republic Bank December 2007 - January 2013
Polygon Entertainment September 2008 - November 2008
Polygon Entertainment February 2008 - April 2008
Windstar Technology Group June 2005 - December 2007
Skills
Windows 7, Data Center, Technical Support, Active Directory, Visual Effects, Disaster Recovery, XP, Software Installation, IT Management, Network Administration, Networking, Windows XP, Integration, Hardware, Troubleshooting, Process Improvement, Visio, Team Leadership, Vendor Management, Scripting, Windows, Virtualization, VMware ESX, Maya, Apache, WAMP, System Deployment, Cisco Technologies, Servers, BMC Remedy, VMware, Windows Server, Management, Systems Analysis, SDLC
Education
Art Institute of California - San Francisco 2003 — 2007
MAA, Texturing and lighting
San Francisco Art Institute 2003 — 2007
Bachelor of Science (BS), Media arts and Animation
The Art Institue of california - S.F. 2003 — 2007
MAA, Modeling Texturing Lighting
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2013 - July 2013
U.S. Green Building Council - Northern California Chapter January 2012 - November 2012
Charles Schwab May 2011 - September 2011
First Republic Bank May 2010 - October 2010
Wells Fargo 2008 - 2009
Charles Schwab April 2007 - October 2008
Bank of America September 2005 - March 2006
Charles Schwab 2006 - 2006
Paul Capital Partners 2004 - 2005
Skills
Project Management, Team Management, Process Improvement, Vendor Management, PMO, Management, Integration, Product Management, Software Project..., Project Planning, Leadership, CRM, Business Process, Budgets, Training, Team Building, Enterprise Software, Software Development, Product Development, SDLC, Business Process..., Project Portfolio..., Business Analysis, Cross-functional Team..., Strategy
Education
San Diego State University-California State University
MBA
San Diego State University-California State University
BA
First Republic Bank January 2015 - Present
Topocean August 2013 - October 2014
Toyota July 2012 - November 2013
University of San Francisco January 2011 - May 2011
Big 5 Sporting Goods November 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Strategic Planning, Customer Service, Problem Solving, Financial Accounting, Fitness, Financial Analysis, Computers, Patient, Accounting, Real Estate, Sports Entertainment, Writing, Excellent Communication, Outstanding..., Cold Calling, Time Management
Education
San Francisco State University 2008 — 2012
Bachelor of Business Administration (BBA), Financial Services
Skyline College 2005 — 2008
First Republic Bank August 2013 - Present
Hewlett-Packard January 2012 - October 2012
Hewlett-Packard February 2010 - March 2012
Hewlett-Packard 2009 - 2010
Sun Microsystems December 2005 - September 2008
CyberSource 2004 - 2005
Applied Biosystems November 2003 - October 2004
Applied Biosystems 2000 - 2003
Skills
Online Marketing, Social Media, B2B, Email Marketing, Social Media Marketing, Content Management, SEM, Analytics, B2B Marketing, Social Networking, Social Media Measurement, Project Management, Newsletters, Contract Negotiation, Digital Marketing, Competitive Analysis, Online Advertising, Lead Generation, Direct Marketing, Enterprise Software, Marketing Communications, Strategy, Product Marketing, Web Analytics, SEO, Mobile Marketing, Digital Media, CRM, Marketing
Education
San Francisco State University 1992 — 1995
BA, Marketing
Brick Film 2011 - Present
Youth Business America, Inc 2010 - 2011
EncoreConnect 2009 - 2010
Aspiranet 2008 - 2010
Aspiranet 2007 - 2008
ECC Dongjak 2005 - 2006
Meis and Associates 2004 - 2005
First Republic Bank 2003 - 2004
Skills
Final Cut Pro, After Effects, Film Production, Non-profits, Salesforce.com, Small Business, Marketing Communications, Corporate Communications, Cinematography, Editing, Copywriting, Writing, Adobe Creative Suite, Public Speaking, Photoshop, Video Editing, Motion Graphics, Nonprofits, Film, Video, Producing, Storytelling, Camera, Media Production
Education
San Francisco State University 2011 — 2011
Digital Video Intensive, Digital Video
University of Colorado Boulder 2001 — 2003
BA, Sociology
First Republic Bank July 2013 - Present
Wells Fargo February 2011 - July 2013
Sprint January 2005 - February 2011
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Banking, Portfolio Management, Refinance, Wealth Management, Financial Services, Relationship Management, Cross Selling, Credit Cards, Cash Management, Credit Risk, Mutual Funds, Finance, Financial Advisory, Financial Risk, Strategic Financial..., Residential Mortgages, Treasury Management, Investments, Retirement Planning, Securities, Loan Servicing, Underwriting, Financial Analysis, Deposits, Asset Management, Branch Banking, Risk Management, Private Banking, Funding, Payments, Investment Banking, Executive Management, FHA, Insurance, Personal Finance, Retirement, Savings
Education
San Diego Miramar College
First Republic Bank May 2013 - Present
McKesson January 2012 - May 2013
McKesson August 2009 - January 2012
McKesson January 2007 - August 2009
Chevron Federal Credit Union 2003 - 2007
World Savings 1999 - 2003
Skills
Process Improvement, Procurement, Sarbanes-Oxley Act, Business Process..., Financial Analysis, Sarbanes-Oxley, Financial Reporting, Cross-functional Team..., Forecasting, Internal Audit, Risk Management, Auditing, Accounting, Enterprise Risk..., IT Audit, Internal Controls, Leadership, Management Consulting, Program Management, Project Management, SAP
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Economics
First Republic Bank July 2015 - Present
First Republic Bank September 2014 - July 2015
First Republic Bank October 2013 - September 2014
Bank of Hawaii July 2011 - July 2013
Bank of Hawaii September 2004 - July 2011
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Risk Management, Customer Service, Microsoft Word, PowerPoint, Project Management, Loans, Business Analysis, Strategic Planning, Change Management, Retail Banking, Loan Origination, New Business Development, Relationship Management, Small Business Lending, Portfolio Management, Consumer Lending, Credit Analysis, Team Building, Sales, Business Planning, Business Strategy, Training, Leadership Development, Credit Risk, Lines Of Credit, Branch Management, Public Speaking, Data Analysis, Leadership, Management, Commercial Banking, Finance, Mortgage Lending, Commercial Lending
Education
University of Hawaii at Manoa 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
San Francisco State University
Bachelor's degree, Journalism
First Republic Bank July 2014 - Present
Fidelity Bank Plc November 2007 - January 2014
Enterprise Bank (Spring Bank PLC) August 2004 - November 2007
Skills
Corporate Finance, Portfolio Management, Banking operations, International Trade..., Management, Capital Markets, Financial Analysis, International Money..., Customer Service, Investment Banking..., Core Banking, International Trade, Investments, Accounting, Analysis, Banking, Credit Analysis, Finance
Education
Saint Mary's College of California 2014 — 2015
Master of Science (MSc), Financial Analysis & Investment Management
University of Lagos
MBA, finance
Yaba College of Technology
HND, Statistics, Distinction
Stifel Financial Corp. July 2015 - Present
UBER Headquarters April 2015 - May 2015
First Republic Bank October 2014 - March 2015
Us bank September 2013 - October 2014
S.B. Financial April 2014 - July 2014
J.P. Morgan Chase April 2011 - May 2012
Wells Fargo December 2007 - December 2010
Wet Seal June 2006 - November 2006
Skills
Fashion Shows, Visual Merchandising, Product Development, Merchandising, Visual Promotion, Window Displays, Sales Plan, Microsoft Office, Bilingual-English/Korean, Interpersonal Skill, Organizational..., Organization, Fast and Eager Learner, Setting Priorities, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Retail, Event Planning
Education
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Apparel Design & Merchandising
Goldman Sachs (via Career Group, Inc.) April 2012 - April 2013
SPO Partners (via Career Group) March 2012 - March 2012
Wells Fargo (via Robert Half International) October 2010 - February 2012
Freelance Model & Actor February 2009 - February 2012
CMEA Capital (via Keenan Byers) September 2010 - September 2010
Gryphon Investors (via Innovations PSI) July 2010 - August 2010
First Republic Bank February 2010 - July 2010
Leading Edge Investment Advisors December 2009 - February 2010
Wells Fargo June 2009 - November 2009
Ernst & Young September 2008 - January 2009
Skills
Recruiting, Outlook, Administrative..., Microsoft Excel, PowerPoint, Management, Time Management, Human Resources, Sales, Budgets, Strategic Planning
Education
San Jose State University 1990 — 1993
Bachelors of Science, Advertising
Follo Folkehogskole (Norway) 1985 — 1986
Diploma, International Studies
Saratoga High School
Diploma, Business Preparation
CyberCoders September 2015 - Present
CyberCoders October 2014 - September 2015
First Republic Bank July 2012 - October 2014
JobSpring Partners March 2012 - July 2012
Skills
Customer Relations, Customer Satisfaction, Managerial, Customer Experience, Reception, Call Processing, Account Management, Sourcing, Technical Recruiting, Recruiting, Cold Calling, Customer Service, Sales, Marketing, Access, Microsoft Excel, Social Media
Education
San Francisco State University 2009 — 2011
Bachelor's degree, Political Science and International Relations
Palos Verdes Peninsula High School 2001 — 2005
High School Degree, General education
Hotwire April 2013 - Present
Chevron Federal Credit Union August 2012 - September 2012
First Republic Bank January 2011 - December 2011
First Republic Bank January 2007 - December 2010
First Republic Bank January 2005 - December 2007
First Republic Bank June 2001 - December 2004
Pan American Bank January 1996 - June 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Spreadsheets
Education
San Francisco State University
BS Degree, Business Administration - Accounting
Top Flite Financial, Inc. June 2015 - Present
US Bank Home Mortgages January 2015 - March 2015
US Bank December 2013 - December 2014
US Bank January 2013 - August 2013
First Republic Bank February 2011 - October 2012
Security Business Bank February 2010 - February 2011
Insight Global January 2010 - January 2010
Coronado First Bank September 2008 - October 2009
Charter One Bank 2003 - 2006
Skills
Customer Service, Team Leadership, Loans, Banking, Credit, Private Banking, Credit Analysis, Retail Banking, Cash Management, Microsoft Excel, Branch Banking, Mortgage Lending, Team Building, Cross Selling, Outlook, Microsoft Word, OnBase, Jack Henry, Consumer Lending, NetOxygen Loan..., Loan Proscpector (LP), Income Tax Analysis, Management
Education
San Diego Miramar College 2012 — 2013
Certificate of Loan Processing & Certificate of Loan Underwriting, Mortgage Brokerage & Banking and Real Estate, 4.0
San Diego City College 2010 — 2013
3.76
First Republic Bank June 2014 - July 2015
On Lok, Inc. January 2014 - June 2014
E.B. Gilmore Mechanical Services June 2013 - January 2014
Global Service Corps January 2011 - March 2012
A&S Metals April 2005 - August 2010
Skills
Microsoft Word, Social Media, Outlook, Marketing Strategy, Marketing Communications, Curriculum Development, Google Apps, QuickBooks, Oracle Applications, FileMaker, Microsoft Excel, Public Speaking, Public Relations, Administrative..., Facilities Management, Administrative...
Education
San Francisco State University, College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Graduate
Salinas High School 1999 — 2003
High School Diploma
First Republic Bank June 2015 - Present
BBVA Compass July 2011 - June 2015
Bank of America December 2008 - December 2012
Wells Fargo February 2005 - December 2008
Wells Fargo February 2002 - February 2005
Skills
Mortgage Lending, Loans, Refinance, Portfolio Management, Residential Homes, Mortgage Banking, FHA, Credit, Residential Mortgages, FHA financing, VA loans, Banking, Lines Of Credit, First Time Home Buyers, Credit Analysis, Loan Origination, Investment Properties
Education
San Diego State University-California State University
First Republic Bank August 2015 - Present
MPM Advisory Services, LLC January 2008 - Present
Union Bank July 2011 - December 2014
KPMG, LLP July 2002 - December 2007
KPMG, LLP October 2000 - June 2002
KPMG, LLP October 1999 - September 2000
Bank of America June 1998 - September 1999
Bank of America June 1996 - June 1998
Bank of America June 1994 - June 1996
Bank of America January 1993 - May 1994
Skills
Project Management, Marketing Strategy, Entrepreneurship, Business Strategy, Management Consulting, Online Marketing, Online Advertising, Online Reputation..., SEO, Mobile Marketing
Education
University of Phoenix 1991 — 1994
Masters
San Francisco State University
Bachelors of Arts
Archbishop Riordan High School
First Republic Bank January 2013 - October 2014
Morgan Stanley Smith Barney April 2010 - April 2012
Goldman Sachs May 1986 - February 2009
Skills
FINRA 7, 65, 63, 3..., Fixed Income, Derivatives, FINRA, Leadership, Wealth Management, Equities, Options, Middle Office, Equity Trading, Securities, Trading, CRM, Hedge Funds, Swaps, Credit, Financial Risk
Education
Salem State University
Bachelor of Science (BS)
First Republic Bank March 2015 - July 2015
CIMB Wealth Advisors July 2013 - August 2013
Movimento Emaús Amor e Justiça June 2012 - August 2012
Shoe City Inc. August 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Modeling, Research, Finance, Accounting, Leadership, Time Management, Sales, Investments, Public Speaking, Marketing
Education
San Francisco State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, CGPA: 3.7
Taylor's University 2010 — 2011
American Degree Transfer Program, Business Administration and Management, General
First Republic Bank April 2015 - Present
JPMorgan Chase April 2013 - April 2015
Jumpstart August 2012 - February 2013
California's Academy of Science August 2008 - December 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Banking, Cash Handling Experience, PowerPoint, Social Media, Patience, Sales Operations, Tutoring, Communication Skills, Leadership, Outlook, Retail, Public Speaking, Teamwork, Communication, Microsoft Office, Social Networking, Time Management
Education
San Francisco State University 2011 — 2014
Business, Management, Marketing, and Related Support Services
Skyline College 2008 — 2011
Business, Management, Marketing, and Related Support Services
Thurgood Marshall Academic Highschool 2004 — 2008
Dynamic Signal July 2014 - Present
First Republic Bank 2004 - 2012
Bank of the West May 1999 - August 2003
Skills
Customer Support, Cross Selling, Customer Service, Administrative..., Training, Accounts Receivable, Banking, Accounts Payable, Mortgage Lending, Loans, Credit Analysis, Data Entry, Private Banking, Technical Support, Credit, Commercial Banking, Retail Banking, Consumer Lending
Education
San Francisco State University 2014 — 2016
Bachelor's Degree, Biochemistry
Skyline College 2012 — 2014
Associate's Degree, Natural Sciences
First Republic Bank July 2015 - Present
Armanino LLP July 2014 - June 2015
San Francisco State University February 2013 - June 2014
Genentech March 2009 - September 2012
Genentech January 2008 - March 2009
Skills
Windows 7, Networking, Access, TCP/IP, Databases, Manufacturing, SAP, Training, Microsoft Office, Management, Computer Security, Microsoft Excel, Visual Basic, Laboratory, Information Security, C#, Research, Quality Assurance, Validation, Android, Troubleshooting, Software Documentation, Technical Support, Data Analysis
Education
San Francisco State University, College of Business 2012 — 2013
Bachelor of Science (B.S.), Information Systems
Skyline College 2008 — 2010
Associate's degree, Liberal Arts
US Bank May 2010 - May 2015
Wells Fargo Bank February 2010 - May 2010
First Republic Bank August 2009 - December 2009
Bank of America June 2006 - April 2009
Bank of America 2001 - 2006
Skills
Customer Experience, Customer Relations, Customer Service, Financial Services, Leadership, Leadership Development, Banking, Auditing, Budgets, Cash Management, Management, Operations Management, Policy, Process Improvement, Project Management, Retail Banking, Risk Management, Small Business Lending, Strategy, Team Building, Time Management, Training, Business Development, Consumer Lending, Loans, Credit, Mortgage Lending, Program Management
Education
San Francisco State University 1993 — 1996
Bachelor, Social Science
First Republic Bank January 2013 - Present
First Republic Bank February 1989 - Present
Fidelity Homestead Savings Bank July 1987 - September 1987
Skills
Loans, Commercial Lending, Mortgage Lending, Loan Servicing, Mortgage Banking, Residential Mortgages, Credit, Customer Service, Consumer Lending, Banking, Credit Analysis, Loan Origination, Home Equity Lines of..., Construction Loans, RESPA, Real Estate Financing, Mortgage Underwriting, Reverse Mortgages, Loan Modifications, Financial Services, FHA, Investments, Investment Properties, Portfolio Management, Funding, Loss Mitigation, Small Business Lending, Post Closing, Financial Analysis, Mortgage Servicing, Private Banking, Finance, Refinance, Risk Management, VA loans, Commercial Banking, Financial Risk, Retail Banking, Underwriting
Education
San Diego State University-California State University 1985 — 1988
Bachelor Finance (BA)
Mills High School 1979 — 1983
Wells Fargo June 2015 - August 2015
First Republic Bank August 2014 - December 2014
Wells Fargo December 2013 - June 2014
Bank of America December 2012 - March 2013
Wells Fargo February 2012 - December 2012
Bank of America August 2010 - August 2011
Bank of America January 2008 - January 2009
Wells Fargo Bank 2009 - 2009
Delta Dental 2006 - 2007
Federal Home Loan Bank of San Francisco June 2005 - November 2006
Education
Miscellaneous
Master of Business Administration (M.B.A.)
Saint Mary's College of California
MBA, Management
University of San Francisco
BS, Computer Science
F&M Bank January 2014 - Present
First Republic Bank April 2012 - April 2013
Bank of the West February 2008 - June 2012
KeyBank July 2003 - February 2008
Union Bank 1998 - 2003
Skills
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting, Investment Properties, Asset Management, Banking, Credit, Real Estate Economics, Due Diligence, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Commercial Mortgages, Financial Risk, Credit Analysis, Business Development, Loan Origination, Mortgage Lending, Relationship Management, Investments, Analysis, Real Estate Financing, Cash Flow, Credit Risk, Financial Analysis, Mortgage Banking, Leases, Lines Of Credit, Investors, Strategic Financial..., Risk Management, Capital Markets, Syndications, Private Banking, Foreclosures, Disposition, Residential Homes, Real Estate Development, Commercial Banking, Small Business Lending, Commercial Lending, Financial Structuring, Finance
Education
University of Maryland Baltimore 2010 — 2011
Select Courses
San Francisco State University
Bachelor of Business Administration (BBA)
SugarSync September 2013 - June 2015
Garnick, LLC April 2009 - September 2013
The Little School August 2001 - November 2008
First Republic Bank May 1989 - September 1999
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, General Ledger, Payroll, GAAP, Financial Statements, Customer Service, Financial Accounting, Banking, Internal Controls, P&L, Nonprofits, SEC filings, Accounts Payable &..., Cost Reduction, Benefits Administration
Education
San Francisco State University 1984 — 1988
BS - Business, Accounting
First Republic Bank August 2015 - Present
Bank of America October 2011 - Present
San Francisco Hillel April 2014 - June 2014
Financial Analysis and Management Education August 2010 - June 2011
Warehouse Demonstration Services June 2008 - March 2010
Skills
Microsoft Excel, Portfolio Management, Sales, Financial Modeling, Financial Analysis, Asset Management, Customer Service, Forecasting, Time Management, Access, Financial Services
Education
San Francisco State University 2007 — 2011
B.S., Business Administration; Corporate Finance
First Republic Bank May 2013 - Present
First Republic Bank 2006 - 2013
Silicon Valley Bank 2003 - 2005
Education
University of Massachusetts Lowell 2002 — 2006
MBA, Business
Saint Anselm College 1996 — 2000
Bachelor of Science, Political Science
First Republic Bank May 2012 - Present
UC Berkeley Extension January 2008 - December 2013
First Republic Bank February 2011 - May 2012
Kaiser Permanente June 2010 - February 2011
State Compensation Insurance Fund 1998 - June 2010
Convergent Computing September 1996 - June 2010
Hitachi Software 1995 - 1996
Lodging Touch 1994 - 1995
The Gap June 1993 - August 1994
Skills
Business Alignment, Program Management, Software Development, Strategic Planning, Team Building, Databases, Access, Requirements Analysis, Cross-functional Team..., Data Analysis, Risk Management, Project Management, Creative Solutions, Management, Disaster Recovery, Business Continuity, Cloud Computing, Software Documentation, Process Improvement, Security, Governance, Leadership, Data Center, Integration, ITIL, Information Technology, Vendor Management, IT Management, Business Analysis, IT Strategy, Enterprise Architecture, PMP, Project Portfolio..., SDLC, Training, Visio, Business Intelligence, Business Process, MS Project, PMO
Education
Saint Mary's College of California 2003 — 2005
MBA, Honor's Graduate
University of California, Berkeley 1996 — 1998
Project Management Certification
University of Wisconsin-Stout 1988 — 1993
BS, Business Administration, Minor: Communications
Gap Inc. June 2014 - Present
Federal Home Loan Bank of San Francisco March 2010 - May 2014
Wells Fargo Bank October 2008 - March 2010
First Republic Bank May 2006 - October 2008
First Republic Bank January 2006 - May 2006
First Republic Bank June 2004 - December 2005
First Republic Bank September 2003 - June 2004
Institute on Aging November 2000 - November 2001
Skills
Troubleshooting, Active Directory, Information Technology, Technical Support, Disaster Recovery, VMware, Virtualization, Information Security, IT Management, Integration, Project Management, Vendor Management, Windows Server, System Deployment, SCCM, AppSense, VMware View, Installshield Admin..., Group Policy
Education
San Francisco State University 1997 — 2001
B.S., Business Administration Managment with a Minor in Computer Information Systems
ICF International November 2008 - Present
First Republic Bank February 2000 - January 2003
Skills
Research, CEQA, Editing, Historic Preservation, Environmental Policy, Environmental Compliance, Copy Editing, Mitigation, Environmental Planning, Environmental Consulting, Policy Analysis, NEPA, Natural Resource..., Section 106, Transportation, Public Policy, Urban Planning, Community Outreach, Government, Environmental Awareness
Education
San Francisco State University 1997 — 2000
BA, Humanities
San Francisco State University
Master of Public Administration (MPA)
Sidley Austin September 2009 - November 2009
American Pacific Enterprises July 2005 - December 2008
CV Therapeutics May 2005 - July 2005
First Republic Bank September 2003 - February 2005
Education
San Diego State University-California State University 1989 — 1995
Pattern Energy December 2012 - Present
First Republic Bank August 2010 - December 2012
Seiler LLP July 2007 - July 2010
Fisher Investments March 2006 - July 2007
Maxygen, Inc March 2001 - March 2006
Teamtoolz.com October 2000 - February 2001
IDG Books Worldwide July 2000 - October 2000
Southwestern Bell TeleCommunity Center July 1998 - July 2000
Skills
SharePoint, Active Directory, Disaster Recovery, VMware, SCCM, XP
Education
San Jose State University
University of Missouri at St Louis
B.S.B.A, Management Information Systems
MTS Consulting Services, LLC January 2006 - Present
CMG Mortgage February 2000 - January 2006
First Republic Bank December 1994 - February 2000
Hamilton Savings Bank 1990 - 1995
Hamilton Financial Corporation 1990 - 1995
Atlantic Financial 1985 - 1990
Education
San Francisco State University
BA, Finance
First Republic Bank June 2006 - Present
Wells Fargo Bank 2004 - 2006
A Touch of Class 1996 - 2000
Skills
Private Banking
Education
San Francisco State University
Economics
First Republic Bank ManagerBank of America1992 - 2005
Education
San Diego State University-California State University 1994 — 1998
southwestern college 1993 — 1997
Oakland Hills Tennis Club January 2013 - Present
Massage Differentlee June 2009 - Present
CAL Berkeley Aquatics/Mens Swimming July 2009 - May 2013
First Republic Bank September 2007 - March 2009
First Republic Bank (Division of Merrill Lynch Bank & Trust Co) May 2007 - March 2009
First Republic Bank 2006 - 2009
Click Commerce March 2005 - September 2005
grubb & ellis real estate company 1987 - 1996
Grubb & Ellis Company 1987 - 1996
Skills
Pressure point therapy, Neuromuscular Therapy, Shiatsu, Therapeutic Massage, Deep Tissue Massage, Swedish, Thai Massage, Stress, Chair Massage, Yoga, Spa, Relaxation, Pain Management, Holistic Health, Healing, Wellbeing, Reflexology, Lymphatic Drainage, Trigger Point Therapy, Prenatal Care, Medical Massage, Neuromuscular, Stretching, Scrubs, Myofascial, PNF, Craniosacral Therapy, Lomi Lomi
Education
NHI College of Massage Therapy 2009 — 2010
Certification, E(Shiatsu/Thai/meridian)/W(Swdsh, Sprts)
San Francisco State University, College of Business 1982 — 1986
BS, BACS(Bus Adm Comp Sys)
Prudential Mortgage Capital Company April 2015 - Present
First Republic Bank March 2014 - December 2014
Abbot Downing/Wells Fargo Family Wealth August 2009 - November 2013
Wells Fargo September 2006 - August 2009
University of California, San Francisco 2002 - 2006
Skills
Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Forecasting, Mutual Funds, Business Strategy, Investments, Bloomberg Terminal, Investment Management, Factset, Microsoft Office, Filemaker Pro, Morningstar, Microsoft Excel, Analytics, Credit Risk, New Business Development, Financial Accounting, Research, Stocks, Business Analysis, Financial Statements, Accounting, Finance, Strategic Financial..., Corporate FP&A, GAAP Standards, Income Tax, Corporate Tax, Financial Modeling, Modeling, Cross-functional..., Communication, Fixed Income, Bloomberg, Alternative Investments, Investment Strategies, Wealth Management, Trading, High Net Worth..., Investment Advisory, Equities, VBA, SQL, FolioDynamix, Securities
Education
UC Berkeley Extension 2014 — 2014
San Francisco State University 2006 — 2009
MBA
San Francisco State University
Bachelor's Degree
eBay Inc June 2014 - Present
Ebay-PayPal April 2012 - June 2014
First Republic Bank April 2002 - April 2012
Merrill Lynch 2007 - 2008
Greater Bay Bank 2004 - 2005
Providian Financial 1999 - 2002
Providian Financial 1999 - 2002
Providian Financial 1999 - 2002
Fireside Bank 1996 - 1998
First nationwide Bank 1989 - 1995
Education
Saint Mary's College of California 1982 — 1986
economics, Accounting
Cubberley High School
Cubberley High School
Palo Alto High School
Palo Alto High School
Hall Capital Partners LLC April 2014 - Present
First Republic Bank 2006 - April 2014
The Sharper Image May 2006 - July 2006
Albertsons February 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Banking, Finance, Microsoft Excel, Analysis, Access, Budgets, Customer Service, Forecasting, General Ledger, Microsoft Office, Process Improvement
Education
San Francisco State University 2000 — 2006
Union Bank May 2010 - April 2012
First Republic Bank November 2002 - February 2009
Skills
Small Business Lending
Education
San Francisco State University
First Republic Bank January 2011 - Present
First Republic Bank January 2010 - January 2011
First Republic Bank July 2009 - June 2010
Fleishman-Hillard August 2008 - February 2009
World Savings Banks Institute June 2004 - October 2006
Skills
Auditing, Risk Management, Internal Controls, Banking, Financial Analysis, Internal Audit, Insurance, Financial Risk, Analysis, Portfolio Management
Education
Saint Mary's College of California 2000 — 2004
Bachelors, Concentration in Finance
First Republic Bank December 2014 - Present
LPL Financial September 2006 - Present
LPL Financial July 2007 - December 2009
LPL Financial September 2006 - June 2007
Wells Fargo Financial 2005 - 2005
Skills
AML, OFAC, Financial Risk, Anti Money Laundering, Due Diligence, Internal Audit, Series 7, CIP, Anti-fraud, Finance, KYC, Bank Secrecy Act, Securities, Credit, USA PATRIOT Act, Series 24, Fraud, Financial Services, CAMS
Education
San Diego State University-California State University 1999 — 2004
Business
Charles Schwab April 2013 - Present
Charles Schwab November 2011 - March 2013
First Republic Bank January 2011 - September 2011
Mechanics Bank May 2010 - August 2010
Charles Schwab January 2006 - February 2009
Mike McCall Landscape, Inc. January 2004 - December 2005
Tighe Drayage Company May 2002 - December 2003
Charles Schwab January 1990 - April 2002
Skills
Project Management, Vendor Management, Banking, Strategy, CRM, Operations Management
Education
San Francisco State University 1983 — 1986
BA, Economics
Gilead Sciences January 2005 - Present
Halau O Keikiali'i 1997 - 2008
First Republic Bank 2004 - 2004
Comerica Bank 1997 - 2004
Comerica August 1992 - October 2003
Imperial Bank 1994 - 1997
Skills
Administration, Customer Service, Compliance, Excel, Microsoft Office, Employee Relations, System Administration, Microsoft Excel, Administrative..., Outlook, Training, Software Documentation, Event Planning, Team Building, Healthcare, Budgets, Coordination, Office Management, Process Improvement, Lotus Notes, Management, Process Scheduler, Data Entry, Research, PeopleSoft, Employee Benefits, Project Planning, Time Management, Administrative..., Leadership, Recruiting, Human Resources, Program Management, Onboarding
Education
San Francisco State University 1990 — 1992
BA, Psychology
Jefferson High School
First Republic Bank July 2011 - Present
BBAM LLC April 2010 - June 2011
Babcock & Brown August 2007 - April 2010
Skills
Financial Reporting, Accounting, General Ledger, SOX, Accounts Payable, Financial Accounting, Microsoft Office, Financial Analysis, Excel, Word, Derivatives, Internal Controls, Microsoft Word, Hyperion Enterprise, Variance Analysis, Financial Modeling, Microsoft Excel, Accounts Receivable, Payroll, Process Improvement, Consolidation, Internal Audit, GAAP, Valuation, Spreadsheets, Corporate Finance, Due Diligence, IFRS, Financial Statements, Mergers & Acquisitions, SEC filings, PeopleSoft, Sarbanes-Oxley Act, US GAAP, Analysis, Invoicing, Finance, Account Reconciliation, Asset Management, Private Equity, QuickBooks, Auditing, Expenses
Education
San Francisco State University
BS, Finance
Wells Fargo November 2013 - Present
Direct Partners May 2009 - November 2013
Neopost March 2008 - March 2009
First Republic Bank September 2006 - November 2007
Wells Fargo Bank February 2002 - September 2006
Skills
Microsoft SQL Server, SQL, Database Marketing, T-SQL, Visio, Microsoft Excel, Microsoft Word, VB.NET, Microsoft Publisher, Microsoft Office, Oracle SQL, Oracle 9i, Microsoft Access, Siebel CRM, Oracle BI EE, Data Analysis, Unica Affinium Campaign, Unica, Teradata, Direct Mail, Software Documentation, Access, Oracle, Siebel
Education
Devry University 2003 — 2006
Bachelor's degree, Computer Information Systems
San Francisco State University 1998 — 2001
General Education
First Republic Bank October 2014 - Present
First Republic Bank October 2012 - Present
First Republic Bank 2004 - Present
CSAAIIB 1994 - 2004
Education
St. Mary's College of California
BA, English, Communications
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
First Republic Bank March 2013 - Present
Citibank April 2007 - March 2013
Bank of America April 2004 - April 2007
Skills
Retail Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Mortgage Lending, Risk Management
Education
Saint Michael's College 1998 — 2002
BA, Fine Arts; Music Major/Art Minor
First Republic Bank November 2013 - Present
Management Consultants of Kansas City January 2013 - December 2013
Bank of the West January 2012 - November 2012
Bank of America February 2003 - December 2011
CIBC February 2001 - February 2003
Bank of America November 1980 - January 2001
Skills
Credit Cards, ACH, Financial Risk, Human Resources, Analytics, Banking, Operations Management, Logistics Management, ATM networks, Call Center, Risk Management, Strategic Financial..., Call Center Development, Commercial Lending, Operational Risk, Branch Banking, Call Centers, Commercial Banking, Credit, Credit Analysis, Credit Risk, Executive Management, Executive Search, Financial Services, Internal Controls, Internet Banking, Loans, Management, Management Consulting, Portfolio Management, Project Portfolio..., Small Business Lending, Strategy, Treasury Management, Wealth Management, Relationship Management, Recruiting
Education
St. Mary's College of California 2001 — 2003
Bachelor's Degree, Business Administration, Management and Operations
Calhi
First Capital Mortgage January 2010 - March 2012
HomeServices Lending July 2009 - January 2010
First Republic Bank January 2008 - April 2009
First Capital Mortgage October 2006 - January 2008
Highland Capital Brokerage August 2004 - September 2006
Skills
Loans, Mortgage Lending, Customer Service, Marketing, Social Media, Credit, Real Estate, Investment Properties, Marketing Strategy, Event Planning
Education
San Diego State University-California State University 1998 — 2003
B.A., Communications-Advertising; Minor Linguistics
First Republic Bank April 2012 - Present
Wells Fargo Bank June 2005 - August 2008
Skills
Management, Business Development, Budgets, Finance, Teamwork, Credit, Banking, Loans, Retail Banking, Portfolio Management, Customer Service, Sales
Education
San Francisco State University
Business Administration/ International Business
First Republic Bank June 2012 - Present
Citimortgage Inc October 2010 - June 2012
Citibank December 2006 - September 2010
Fashion House and Gift May 2002 - January 2005
Coldwell Banker January 2001 - December 2001
Skills
Banking, Loans, Sales, Customer Service, Marketing, Finance, Import Export
Education
San Francisco State University
Bachelor’s Degree, International Business
First Republic Bank October 2013 - Present
Emerge Financial Wellness September 2012 - October 2013
Guide by Cell September 2008 - September 2012
HDR July 2006 - August 2007
Dokken Engineering July 2004 - July 2006
Skills
Account Management, Customer Support, Strengthening Client..., Staff Management, Mobile Technology, Start-up Environment, Marketing Strategy, Product Training, Standards Compliance, Analytic Thinking, Accounts Receivable, Accounts Payable, Managing Project Budgets, Technology Solutions, Account Sales Strategies, Problem Solving, Best Practices, Invoice Processing, QuickBooks, Salesforce.com
Education
San Francisco State University 2004 — 2008
Bachelor of Arts (BA), Printmaking
CSU Firenze, Florence, Italy 2006 — 2007
Certificate of Fluency, Italian
First Republic Bank May 2015 - Present
Bank of America September 2014 - May 2015
Bank of America April 2014 - September 2014
Bank of America January 2014 - April 2014
Skills
Financial Analysis, Microsoft Office, Team Building, Microsoft Excel, Strategic Planning, PowerPoint, Banking, Accounting, Analysis, Teamwork, Microsoft Word, Access, Risk Management, Time Management, Data Analysis
Education
San Francisco State University 2014 — 2015
Master of Business Administration (MBA), Finance, General
San Francisco State University 2012 — 2013
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase Bank N.A. September 2014 - Present
JP Morgan March 2007 - September 2014
First Republic Bank 2005 - 2007
Citigroup Private Bank 2004 - 2005
Citigroup Private Bank 2004 - 2005
Education
San Francisco State University
International Business
First Republic Bank August 2011 - Present
Wells Fargo July 2010 - June 2011
United Commercial Bank / East West Bank September 2008 - April 2010
Wincor-Nixdorf May 2006 - December 2007
Bank of America January 2004 - September 2005
Bank of America January 2000 - January 2003
Bank of America January 1995 - January 1999
Bank of America January 1993 - January 1994
Skills
Data Warehousing, Team Building, Vendor Management, Six Sigma, Visio, Retail Banking, Microsoft Excel, PeopleSoft, SDLC, Budgets, Relationship Management, Project Management, Change Management, Business Process..., IT Management, Auditing, Cash Management, Credit, Financial Risk, Testing, Integration, Commercial Banking, Business Intelligence, Access, Risk Management, Data Migration, Financial Services, Banking, Microsoft Office, Loans, Business Analysis, Oracle, Business Process, Finance, Project Portfolio..., Training, Process Improvement, Payments, Data Conversion, Credit Cards, Management, Project Planning, Credit Risk, PowerPoint, Security, Portfolio Management, Proposal Writing, Internet Banking, Microsoft Word, Risk Assessment
Education
San Francisco State University
Law Office of Peter L. Kutrubes December 2012 - Present
Land Home Financial Services June 2012 - Present
American Pro Auditors LLC February 2011 - October 2011
Morrison & Foerster LLP January 2011 - January 2011
First Republic Bank July 2010 - August 2010
Selman Breitman LLP April 2010 - June 2010
Freedom Mortgage May 2009 - March 2010
Freedom Mortgage 2009 - 2009
Skills
Legal Research, Legal Writing, Statutory Interpretation, Drafting Business..., Mortgage Lending, Cite Checking, Mortgage Banking, FHA, Refinance, Loans, Loan Origination, Credit, Residential Mortgages, USDA, Credit Analysis, Client Intake, Drafting legal..., Banking
Education
San Francisco State University College of Extended Learning 2010 — 2012
Paralegal Certificate, Corporate Law
San Francisco State University 2004 — 2008
Bachelor of Arts (B.A.), Pre-Law Studies
Las Lomas
First Republic Bank February 1989 - Present
Education
San Diego State University-California State University 1986 — 1989
First Republic Bank June 2005 - Present
Maniflo 2000 - 2001
Skills
Relationship Management, Cross Selling, Investments, Portfolio Management, Wealth Management, Customer Service, Cash Management, Finance, Refinance
Education
Samuel F B Morse Senior High School 1986 — 1989
High School
Bell Jr. High
San Diego State University-California State University
Environmental Social Sciences, Social Sciences
First Republic Bank August 2015 - Present
Patelco Credit Union January 2014 - August 2015
Patelco Credit Union May 2013 - January 2014
Skills
Employee Relations, Performance Management, Human Resources, Onboarding, Microsoft Word, HRIS, Recruiting, HR Policies, Employee Benefits, Benefits Administration, Personnel Management, New Hire Orientations, Payroll, Conflict Resolution, Microsoft Office, Customer Service
Education
San Francisco State University 2012 — 2013
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
First Republic Bank June 2006 - Present
Skills
Banking, Cash Management, Financial Analysis, Commercial Banking, Retail Banking
Education
Saint Mary's College of California 2001 — 2005
Bachelor's degree, Accounting
TIAA-CREF January 2014 - Present
TIAA-CREF March 2010 - Present
First Republic Bank December 2009 - February 2010
Wells Fargo Bank May 2004 - August 2009
Skills
Personal Financial..., Strategic Planning, Home Equity Loans, Banking, Customer Service, Financial Modeling, Investments, Business Strategy, Business Development, Business Analysis, Financial Reporting, Financial Services, Relationship Management
Education
San Francisco State University 2004 — 2006
B.B.S, Corporate Finance/ Financial Services
First Republic Bank July 2012 - Present
California Bank & Trust January 2006 - July 2012
Union Bank September 1997 - December 2005
Skills
Commercial Lending, Small Business Lending, Banking, Financial Analysis, Lines Of Credit, Commercial Banking, Credit, Credit Analysis, Real Estate Financing, Consumer Lending, Relationship Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Treasury Management, Loans, Portfolio Management, Mortgage Lending, Underwriting, Cash Management, Retail Banking, Private Banking, Credit Risk, Wealth Management, Finance
Education
San Diego State University-California State University 1985 — 1988
Bachelor's Degree, Finance
First National Bank of Northern California January 2013 - Present
First Republic Bank May 2002 - May 2012
Skills
Leadership, Credit, Management, Portfolio Management, Financial Analysis, Risk Management, Financial Services, Corporate Finance, Investments, Wealth Management
Education
Redwood City/Belmont/San Carlos Leadership Program 2012 — 2013
Redwood City/Belmont/San Carlos Leadership Program
San Francisco State University 1983 — 1987
Bachelor of Science (B.S.), Accounting
St. Rose Academy Highschool in San Francisco 1979 — 1983
High School
First Republic Bank August 2015 - Present
First Republic Private Wealth Management September 2014 - Present
First Republic Bank September 2012 - Present
Déjà vu, Burlingame May 2012 - September 2012
Fusion Brands Inc October 2010 - April 2012
BPI Brand June 2010 - January 2011
John G Jenkins DDS June 2006 - January 2011
Macys October 2009 - January 2010
Elite Motors August 2008 - January 2009
Nordstrom August 2007 - January 2008
Skills
Merchandising, Customer Service, Sales Management, Social Media, PowerPoint, Event Management, Inventory Management, Account Management, Retail, Microsoft Excel, Microsoft Office, Makeup Artistry, Research, Event Planning, Management, Program Management, Customer Satisfaction, Microsoft Word, Marketing, Market Research, Sales
Education
San Francisco State University 2006 — 2012
Bachelor of Science (B.S.), Microbiology/Chemistry
San Francisco State University 2006 — 2012
Bachelor of Science (BS), Microbiology and chemistry
First Republic Bank February 2011 - Present
First Republic Bank September 2008 - February 2011
Citi 2006 - 2008
Skills
Credit Risk, Risk Management, Commercial Lending, Corporate Finance, Mortgage Lending, Retail Banking, Finance, Financial Risk, Financial Services, Due Diligence, Loan Origination, Underwriting, Relationship Management, Financial Analysis, Leadership, Banking, Credit, Credit Analysis, Commercial Banking, Customer Service
Education
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Santa Rosa High School 1998 — 2001
First Republic Bank 2006 - Present
Skills
Private Banking, Banking, Loans, Credit Analysis, Commercial Banking
Education
San Francisco State University 2001 — 2005
Bachelor of Science (BS), Business Management
First Republic Bank November 2014 - Present
Fisher Investments June 2013 - November 2014
Fisher Investments October 2012 - June 2013
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Data Analysis
Education
San Francisco State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Minor: Economics and Decision Sciences
Heritage Bank of Commerce January 2013 - Present
TMC Financing July 2011 - December 2012
First Republic Bank October 2005 - March 2011
Borel Private Bank & Trust Company May 1994 - August 2005
Skills
Mortgage Lending, Small Business Lending, Loans, Commercial Lending, Credit Analysis, Commercial Mortgages, Credit, Commercial Banking, Underwriting, Banking, Construction Loans, Credit Risk, Financial Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Finance, Mortgage Banking, Consumer Lending, Real Estate, Real Estate Financing, Loan Servicing
Education
SFSU 1989 — 1991
Bachelor of Science (B.S.), Business Administration / Accounting
Skyline College 1986 — 1988
General Studies
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank November 2008 - February 2011
First Republic Bank July 1999 - September 2008
Skills
Underwriting -..., Loan Work-outs/Credit..., Relationship/Portfolio..., Credit Analysis -..., Risk Managment -..., Business Banking -..., Small Business Lending, Underwriting/Analysis-..., Credit, Loans, Portfolio Management, Financial Risk, Credit Analysis, Banking, Underwriting
Education
SFSU 1987 — 1992
Bachelor's degree, Business Management
First Republic Bank November 2010 - Present
Wells Fargo September 2006 - October 2010
Skills
Loans
Education
San Francisco State University 2005 — 2010
Bachelor's degree, Finance and Financial Management Services
GE July 2014 - Present
LearnStreet October 2013 - June 2014
First Republic Bank July 2012 - September 2013
Satellite Healthcare / WellBound June 2011 - March 2012
PTI Marketing Technologies December 2007 - June 2011
Northrop Grumman Corporation June 2003 - November 2007
Skills
Love Driven Development, Clean Code, Test Driven Development, JavaScript, HTML5, CSS3, Angular.js, Node.js, NPM, Gulp, Grunt, Bower, Yeoman, Agile Methodologies, Responsive Web Design, HTML, CSS, LESS, SASS, Single Page Applications, Mobile Development, Full Stack Web..., Express.js, Jade, MongoDB, JSON, REST, C#, ASP.NET MVC 4, Razor, Web API, Entity Framework, SQL, jQuery, Software Development, Software Engineering, Web Development, XML, Java, SaaS, .NET, Visual Studio, Web Services, MySQL, Microsoft SQL Server, Software Project..., LDD, TDD, Lean Startup, Kanban
Education
San Diego State University-California State University
Bachelor's degree, Computer Science
Dreamforce 2015
Angular U
Clean Coders
Pluralsight Hardcore Developer Training
Silicon Valley Code Camp 2014
Silicon Valley Code Camp 2013
Open Web Camp V
San Francisco Paramedic Association
Emergency Medical Technician Refresher
San Diego Miramar College
Emergency Medical Technician