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
Mark Bigley Mark Bigley's First Republic Bank Experience October 2000 - November 2002
Job Managing Director at Goldman, Sachs & Co.
Industry Banking
Experience
Goldman, Sachs & Co. September 2006 - Present
Wells Fargo November 2002 - August 2006
First Republic Bank October 2000 - November 2002
Bank of America June 1989 - September 2000
Skills
Private Wealth..., Private Banking, Securities, Wealth Management..., Asset Managment, Investments, Investment Management, Loans, Alternative Investments, Banking, Investment Advisory, Portfolio Management, High Net Worth..., Series 7, Equities, Financial Structuring, Credit, Wealth Management, Asset Management, Investment Banking, Asset Allocation, Fixed Income, Executive Management
Education
Santa Clara University - Leavey School of Business
MBA, Finance
Goldman, Sachs & Co. September 2006 - Present
Wells Fargo November 2002 - August 2006
First Republic Bank October 2000 - November 2002
Bank of America June 1989 - September 2000
Skills
Private Wealth..., Private Banking, Securities, Wealth Management..., Asset Managment, Investments, Investment Management, Loans, Alternative Investments, Banking, Investment Advisory, Portfolio Management, High Net Worth..., Series 7, Equities, Financial Structuring, Credit, Wealth Management, Asset Management, Investment Banking, Asset Allocation, Fixed Income, Executive Management
Education
Santa Clara University - Leavey School of Business
MBA, Finance
Matthew Wieland Matthew Wieland's First Republic Bank Experience June 2013 - December 2013
Job Credit Analyst
Industry Banking
Experience
First Republic Bank June 2013 - December 2013
Comerica Bank December 2012 - May 2013
Comerica Bank May 2008 - December 2012
Comerica Bank October 2006 - May 2008
Skills
Fundraising Loans, Capital Call Lines of..., Partner Loan Programs, Management Company..., Real Estate Acquisition..., Venture Capital, Credit Risk, Financial Analysis, Private Equity, Credit Analysis, Commercial Banking, Credit
Education
Santa Clara University - Leavey School of Business 2002 — 2006
First Republic Bank June 2013 - December 2013
Comerica Bank December 2012 - May 2013
Comerica Bank May 2008 - December 2012
Comerica Bank October 2006 - May 2008
Skills
Fundraising Loans, Capital Call Lines of..., Partner Loan Programs, Management Company..., Real Estate Acquisition..., Venture Capital, Credit Risk, Financial Analysis, Private Equity, Credit Analysis, Commercial Banking, Credit
Education
Santa Clara University - Leavey School of Business 2002 — 2006
Jenise Bermudez Jenise Bermudez's First Republic Bank Experience May 2008 - May 2009
Job Senior Banking Officer at New Resource Bank
Industry Banking
Experience
New Resource Bank June 2014 - Present
United Labor Bank May 2011 - March 2012
First Republic Bank May 2008 - May 2009
Skills
Banking, Credit, Customer Service, Deposits, Retail Banking, Financial Services, Consumer Lending, Sales
Education
Santa Rosa Junior College 2002 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
New Resource Bank June 2014 - Present
United Labor Bank May 2011 - March 2012
First Republic Bank May 2008 - May 2009
Skills
Banking, Credit, Customer Service, Deposits, Retail Banking, Financial Services, Consumer Lending, Sales
Education
Santa Rosa Junior College 2002 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Marian Villa Marian Villa's First Republic Bank Experience February 2001 - November 2007
Job Operations Project Professional
Industry Financial Services
Experience
Quicken Loans March 2012 - July 2013
Silver Spring Networks September 2010 - November 2011
E-LOAN July 2008 - July 2009
First Republic Bank February 2001 - November 2007
First Republic Bank February 2001 - March 2003
Irwin Home Equity February 1998 - February 2001
Headlands Mortgage Company June 1996 - February 1998
Loansoft, Inc. January 1996 - June 1996
Hamilton Financial Corporation February 1988 - December 1995
Skills
Business Analysis, Process Improvement, Banking, Customer Relations, Process Engineering, Product Management, Vendor Management, Salesforce.com, SaaS, Customer Service, Project Planning, CRM, Project Management, Sales, Team Management, Testing, Program Management, Leadership, Software Documentation, SDLC, Cross-functional Team..., Visio, Integration, Business Intelligence, Business Process, IT Management
Education
Skyline College 2009 — 2010
Certificate of Achievement - Medical Billing and Coding
George Washington High School 1969 — 1972
High School
Quicken Loans March 2012 - July 2013
Silver Spring Networks September 2010 - November 2011
E-LOAN July 2008 - July 2009
First Republic Bank February 2001 - November 2007
First Republic Bank February 2001 - March 2003
Irwin Home Equity February 1998 - February 2001
Headlands Mortgage Company June 1996 - February 1998
Loansoft, Inc. January 1996 - June 1996
Hamilton Financial Corporation February 1988 - December 1995
Skills
Business Analysis, Process Improvement, Banking, Customer Relations, Process Engineering, Product Management, Vendor Management, Salesforce.com, SaaS, Customer Service, Project Planning, CRM, Project Management, Sales, Team Management, Testing, Program Management, Leadership, Software Documentation, SDLC, Cross-functional Team..., Visio, Integration, Business Intelligence, Business Process, IT Management
Education
Skyline College 2009 — 2010
Certificate of Achievement - Medical Billing and Coding
George Washington High School 1969 — 1972
High School
Audrey G. Tolman, PMP, ITIL v3 Audrey G. Tolman, PMP, ITIL v3's First Republic Bank Experience August 2011 - April 2012
Job IT Project Management Global PMO BioRad Laboratories
Industry Information Technology and Services
Experience
Bio-Rad Laboratories August 2013 - Present
Blueshield of California April 2012 - August 2013
First Republic Bank August 2011 - April 2012
PMI - San Francisco Bay Area Chapter December 2010 - August 2011
Kaiser Permanente IT April 2011 - July 2011
Kaiser Permanente February 2010 - August 2010
2010 Northern California Career Leadership Summit December 2009 - June 2010
Project Management Institute July 2009 - December 2009
AT&T (formerly SBC Communications) February 2004 - June 2009
SBC Communications August 2000 - February 2004
Skills
Change Management, Program Management, Vendor Management, Governance, Telecommunications, ERP, Portfolio Management, Staff Development, Managerial Finance, Supply Chain Management, Issue, PMO, SDLC, PMP, Project Portfolio..., Process Improvement, Project Management, Business Analysis, Software Project..., Cross-functional Team..., Resource Management, Business Process..., Management Consulting, Strategic Planning, Business Process, Visio, Strategy, Management, Software Documentation, Project Delivery, Business Transformation, CRM, Integration, Team Leadership, Testing, Organizational..., MS Project, Enterprise Architecture, Project Planning, Budgets, Leadership, Requirements Analysis, IT Management, Outsourcing, Requirements Gathering, IT Strategy, ITIL, Consulting, Process Engineering, Software Development
Education
Stanford University
Advanced Project Management Certificate Program
University of San Francisco
BS, Organizational Behavior
Bio-Rad Laboratories August 2013 - Present
Blueshield of California April 2012 - August 2013
First Republic Bank August 2011 - April 2012
PMI - San Francisco Bay Area Chapter December 2010 - August 2011
Kaiser Permanente IT April 2011 - July 2011
Kaiser Permanente February 2010 - August 2010
2010 Northern California Career Leadership Summit December 2009 - June 2010
Project Management Institute July 2009 - December 2009
AT&T (formerly SBC Communications) February 2004 - June 2009
SBC Communications August 2000 - February 2004
Skills
Change Management, Program Management, Vendor Management, Governance, Telecommunications, ERP, Portfolio Management, Staff Development, Managerial Finance, Supply Chain Management, Issue, PMO, SDLC, PMP, Project Portfolio..., Process Improvement, Project Management, Business Analysis, Software Project..., Cross-functional Team..., Resource Management, Business Process..., Management Consulting, Strategic Planning, Business Process, Visio, Strategy, Management, Software Documentation, Project Delivery, Business Transformation, CRM, Integration, Team Leadership, Testing, Organizational..., MS Project, Enterprise Architecture, Project Planning, Budgets, Leadership, Requirements Analysis, IT Management, Outsourcing, Requirements Gathering, IT Strategy, ITIL, Consulting, Process Engineering, Software Development
Education
Stanford University
Advanced Project Management Certificate Program
University of San Francisco
BS, Organizational Behavior
Terry Kane Terry Kane's First Republic Bank Experience October 2010 - April 2014
Job Senior Trust Officer at Fremont Bank
Industry Banking
Experience
Fremont Bank April 2014 - Present
Lincoln Law School 1993 - Present
San Jose Conservation Corps 1992 - Present
First Republic Bank October 2010 - April 2014
U.S. Trust July 2009 - October 2010
Wells Fargo Bank December 2005 - December 2008
the Heritage Law Group 1995 - 2003
Ferrari, Alvarez, Olsen Ottoboni 1986 - 1995
Southern California Savings 1983 - 1986
Overton, Lyman Prince 1981 - 1983
Skills
Trust Services, Estate Planning, Corporate Law, Commercial Litigation, High Net Worth..., Wealth Management..., Tax Law, Tax, Wills, Litigation, Securities, Wealth, Estate Tax Planning, Trusts, Wealth Management, Estate Administration, Investment Management, Private Banking, Asset Allocation
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Oxford 1975 — 1977
M. Phil, Economics
Santa Clara University 1972 — 1975
B. Sc., Economics
Fremont Bank April 2014 - Present
Lincoln Law School 1993 - Present
San Jose Conservation Corps 1992 - Present
First Republic Bank October 2010 - April 2014
U.S. Trust July 2009 - October 2010
Wells Fargo Bank December 2005 - December 2008
the Heritage Law Group 1995 - 2003
Ferrari, Alvarez, Olsen Ottoboni 1986 - 1995
Southern California Savings 1983 - 1986
Overton, Lyman Prince 1981 - 1983
Skills
Trust Services, Estate Planning, Corporate Law, Commercial Litigation, High Net Worth..., Wealth Management..., Tax Law, Tax, Wills, Litigation, Securities, Wealth, Estate Tax Planning, Trusts, Wealth Management, Estate Administration, Investment Management, Private Banking, Asset Allocation
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Oxford 1975 — 1977
M. Phil, Economics
Santa Clara University 1972 — 1975
B. Sc., Economics
Kevin Loveland Kevin Loveland's First Republic Bank Experience January 2011 - Present
Job Private Banking at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2011 - Present
Cisco July 2010 - December 2010
National Semiconductor January 2010 - June 2010
Skills
Leadership, Finance, Strategy, Fundraising, Financial Analysis, Business Strategy, Analysis, Corporate Finance, Customer Service, Portfolio Management, Business Development
Education
San Jose State University
Business Administration, Finance
First Republic Bank January 2011 - Present
Cisco July 2010 - December 2010
National Semiconductor January 2010 - June 2010
Skills
Leadership, Finance, Strategy, Fundraising, Financial Analysis, Business Strategy, Analysis, Corporate Finance, Customer Service, Portfolio Management, Business Development
Education
San Jose State University
Business Administration, Finance
Bradly McCue Bradly McCue's First Republic Bank Experience February 2012 - Present
Job Senior Banker with a focus on tech startups in collaborative work environments
Industry Banking
Experience
First Republic Bank February 2012 - Present
TD Bank July 2010 - February 2012
PNC Bank October 2009 - May 2010
Isaac's Deli, Inc May 2009 - August 2009
The Ivy Apartments August 2007 - July 2009
Skills
Customer Service, Management, Banking, Sales, Sales Management, Microsoft Excel, Microsoft Office, Financial Analysis
Education
Slippery Rock University of Pennsylvania 2006 — 2009
Bachelor of Science, Accounting; International Business
Slippery Rock University of Pennsylvania
Bachelor of Business Administration (BBA), Account and International Business
First Republic Bank February 2012 - Present
TD Bank July 2010 - February 2012
PNC Bank October 2009 - May 2010
Isaac's Deli, Inc May 2009 - August 2009
The Ivy Apartments August 2007 - July 2009
Skills
Customer Service, Management, Banking, Sales, Sales Management, Microsoft Excel, Microsoft Office, Financial Analysis
Education
Slippery Rock University of Pennsylvania 2006 — 2009
Bachelor of Science, Accounting; International Business
Slippery Rock University of Pennsylvania
Bachelor of Business Administration (BBA), Account and International Business
Meredith Epstein's First Republic Bank Experience October 2009 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2009 - Present
Fraterrigo Eye Physcians August 2007 - June 2009
Skills
Banking, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Sales, Microsoft Word, Business Strategy, Data Analysis, Team Building
Education
The College of Saint Rose 2007 — 2009
Master's degree, Communication, General
SUNY New Paltz 2003 — 2007
Bachelor's degree, Communication and Media Studies
First Republic Bank October 2009 - Present
Fraterrigo Eye Physcians August 2007 - June 2009
Skills
Banking, Wealth Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Sales, Microsoft Word, Business Strategy, Data Analysis, Team Building
Education
The College of Saint Rose 2007 — 2009
Master's degree, Communication, General
SUNY New Paltz 2003 — 2007
Bachelor's degree, Communication and Media Studies
Greg Hardesty's First Republic Bank Experience March 2015 - Present
Job Credit Analyst, Eagle Lending Division, First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
Bridge Bank October 2013 - March 2015
Skills
Investments, Finance, Financial Analysis, Microsoft Office, Forecasting, Written Communication, Listener, Exceptional verbal, Customer Service, Cash Management, Banking, Accounting, Sales Management, Time Management, Access, Teamwork, Microsoft Excel, Analysis, Outlook, Commercial Banking, 10 Key, Leadership, PowerPoint, Budgets, Retail Banking, Team Building, Microsoft Word, Financial Reporting, Financial Accounting, Marketing, Financial Modeling, Public Speaking, Loans, Teller Operations, Sales, Strategic Financial..., GAAP, Lines Of Credit, Credit, Credit Analysis, Credit Risk, Cash Flow
Education
San Jose State University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
First Republic Bank March 2015 - Present
Bridge Bank October 2013 - March 2015
Skills
Investments, Finance, Financial Analysis, Microsoft Office, Forecasting, Written Communication, Listener, Exceptional verbal, Customer Service, Cash Management, Banking, Accounting, Sales Management, Time Management, Access, Teamwork, Microsoft Excel, Analysis, Outlook, Commercial Banking, 10 Key, Leadership, PowerPoint, Budgets, Retail Banking, Team Building, Microsoft Word, Financial Reporting, Financial Accounting, Marketing, Financial Modeling, Public Speaking, Loans, Teller Operations, Sales, Strategic Financial..., GAAP, Lines Of Credit, Credit, Credit Analysis, Credit Risk, Cash Flow
Education
San Jose State University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
GUS MENDY GUS MENDY's First Republic Bank Experience January 1999 - January 2002
Job Vice President Senior Mortgage Loan Officer NMLS ID: 633674 at Bank of America
Industry Banking
Experience
Bank of America March 2007 - Present
JPMorgan Chase February 2002 - February 2007
First Republic Bank January 1999 - January 2002
Education
University of Santa Clara
BSC, Accounting and Finance
University of Santa Clara
Master of Business Administration (MBA), Business Administration and Management, General
Bank of America March 2007 - Present
JPMorgan Chase February 2002 - February 2007
First Republic Bank January 1999 - January 2002
Education
University of Santa Clara
BSC, Accounting and Finance
University of Santa Clara
Master of Business Administration (MBA), Business Administration and Management, General
Susie Cranston Susie Cranston's First Republic Bank Experience June 2013 - Present
Job
Industry Financial Services
Experience
First Republic Bank June 2013 - Present
McKinsey & Company 2001 - 2013
Microsoft June 2003 - August 2003
Skills
Financial Modeling, Leadership, Corporate Development, Strategy, Start-ups, Change Management, Management Consulting, Venture Capital, Executive Development, Private Equity, Business Strategy, Risk Management, Workshop Facilitation, Management, Strategic Planning, Executive Coaching, Mergers & Acquisitions, Organizational..., Leadership Development
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Stanford University 1996 — 2000
BS, Industrial Engineering
Lick-Wilmerding
First Republic Bank June 2013 - Present
McKinsey & Company 2001 - 2013
Microsoft June 2003 - August 2003
Skills
Financial Modeling, Leadership, Corporate Development, Strategy, Start-ups, Change Management, Management Consulting, Venture Capital, Executive Development, Private Equity, Business Strategy, Risk Management, Workshop Facilitation, Management, Strategic Planning, Executive Coaching, Mergers & Acquisitions, Organizational..., Leadership Development
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Stanford University 1996 — 2000
BS, Industrial Engineering
Lick-Wilmerding
Donald Deshotels Donald Deshotels's First Republic Bank Experience February 2014 - Present
Job Personal Banker at First Republic Bank
Industry Retail
Experience
First Republic Bank February 2014 - Present
Ogletree Deakins August 2012 - January 2014
Papa Johns 2010 - 2012
Target June 2005 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Inventory Management, Time Management, Store Management, Outlook, Leadership, Process Scheduler, Customer Satisfaction, PowerPoint, Data Entry, Employee Relations
Education
Sonoma State University 2004 — 2006
First Republic Bank February 2014 - Present
Ogletree Deakins August 2012 - January 2014
Papa Johns 2010 - 2012
Target June 2005 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Inventory Management, Time Management, Store Management, Outlook, Leadership, Process Scheduler, Customer Satisfaction, PowerPoint, Data Entry, Employee Relations
Education
Sonoma State University 2004 — 2006
Jessica Duffett Jessica Duffett's First Republic Bank Experience July 2013 - Present
Job Senior Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2013 - Present
Orca Capital September 2012 - June 2013
Leo Castelli Gallery January 2011 - September 2012
Mitchell-Innes and Nash January 2009 - January 2011
Mitchell-Innes & Nash January 2007 - December 2009
Skills
Financial Modeling, Valuation, Investments, Contemporary Art, Strategy, Corporate Finance, Private Equity, Mergers & Acquisitions, Financial Analysis, Bloomberg, Marketing Strategy, Capital Markets, Sales, Due Diligence, Investment Banking, Venture Capital, Mergers, Finance, Credit, Commercial Banking, Real Estate, Credit Risk, Credit Analysis, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Entrepreneurship & Innovation
Scripps College 2002 — 2006
Bachelors, Fine Art & Art History
Phillips Academy Andover 1998 — 2002
High School Diploma
First Republic Bank July 2013 - Present
Orca Capital September 2012 - June 2013
Leo Castelli Gallery January 2011 - September 2012
Mitchell-Innes and Nash January 2009 - January 2011
Mitchell-Innes & Nash January 2007 - December 2009
Skills
Financial Modeling, Valuation, Investments, Contemporary Art, Strategy, Corporate Finance, Private Equity, Mergers & Acquisitions, Financial Analysis, Bloomberg, Marketing Strategy, Capital Markets, Sales, Due Diligence, Investment Banking, Venture Capital, Mergers, Finance, Credit, Commercial Banking, Real Estate, Credit Risk, Credit Analysis, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Entrepreneurship & Innovation
Scripps College 2002 — 2006
Bachelors, Fine Art & Art History
Phillips Academy Andover 1998 — 2002
High School Diploma
Thomas Haug's First Republic Bank Experience June 2007 - June 2014
Job Managing Director, Fieldpoint Private (212) 3657675
Industry Investment Management
Experience
Fieldpoint Private June 2014 - Present
Executive Events Group January 2012 - Present
Haug Worldwide LLC. May 2008 - Present
First Republic Bank June 2007 - June 2014
First Republic Bank June 2007 - March 2010
North Fork Bank January 2004 - June 2007
Discount Funding Associates / Concord Mortgage Corp. May 2001 - January 2004
Skills
Hedge Funds, Banking, Credit, Private Equity, Wealth Management, Not for Profit, Fine Art, Business Networking, Portfolio Management, Investments, Loans, Private Banking, Venture Capital, High Net Worth..., Strategy, Leadership, Finance, New Business Development, Management, CRM, Financial Services, Commercial Banking, Alternative Investments, Asset Management, Due Diligence, Relationship Management, Mortgage Lending, Entrepreneurship, Business Development, Start-ups, Business Strategy
Education
Stony Brook University
B.S., Business Management
Fieldpoint Private June 2014 - Present
Executive Events Group January 2012 - Present
Haug Worldwide LLC. May 2008 - Present
First Republic Bank June 2007 - June 2014
First Republic Bank June 2007 - March 2010
North Fork Bank January 2004 - June 2007
Discount Funding Associates / Concord Mortgage Corp. May 2001 - January 2004
Skills
Hedge Funds, Banking, Credit, Private Equity, Wealth Management, Not for Profit, Fine Art, Business Networking, Portfolio Management, Investments, Loans, Private Banking, Venture Capital, High Net Worth..., Strategy, Leadership, Finance, New Business Development, Management, CRM, Financial Services, Commercial Banking, Alternative Investments, Asset Management, Due Diligence, Relationship Management, Mortgage Lending, Entrepreneurship, Business Development, Start-ups, Business Strategy
Education
Stony Brook University
B.S., Business Management
Jason Bender Jason Bender's First Republic Bank Experience 2013 - Present
Job SVP, Chief Administrative Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank 2013 - Present
First Republic Bank 1999 - January 2012
Silicon Valley Bank 1994 - 1997
Skills
Financial Analysis, Banking, Risk Management, Financial Modeling, Vendor Management, Loans, Investments, Credit, Financial Services, Commercial Banking, Capital Markets
Education
Stanford University Graduate School of Business 1997 — 1999
M.B.A.
Swarthmore College 1988 — 1992
B.A.
First Republic Bank 2013 - Present
First Republic Bank 1999 - January 2012
Silicon Valley Bank 1994 - 1997
Skills
Financial Analysis, Banking, Risk Management, Financial Modeling, Vendor Management, Loans, Investments, Credit, Financial Services, Commercial Banking, Capital Markets
Education
Stanford University Graduate School of Business 1997 — 1999
M.B.A.
Swarthmore College 1988 — 1992
B.A.
Jennifer Ta's First Republic Bank Experience June 2012 - March 2015
Job Search Inside Yourself Leadership Institute (SIYLI)
Industry Professional Training & Coaching
Experience
Search Inside Yourself Leadership Institute (SIYLI) June 2015 - Present
Fuze, Inc. March 2015 - June 2015
First Republic Bank June 2012 - March 2015
First Republic Bank June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Skills
Change Management, Customer Service, Negotiation, Event Planning, Organizational..., Organizational..., Conflict Management, Oracle Applications, Google Apps, WebX, ADP, Fuze, Video Conferencing, Project Coordination, Events Coordination, Corporate Events
Education
University of San Francisco 2011 — 2012
Master of Arts (M.A.), Organization & Leadership
Sonoma State University 2006 — 2010
B.A, Human Development
Search Inside Yourself Leadership Institute (SIYLI) June 2015 - Present
Fuze, Inc. March 2015 - June 2015
First Republic Bank June 2012 - March 2015
First Republic Bank June 2012 - September 2012
Wells Fargo November 2011 - June 2012
Skills
Change Management, Customer Service, Negotiation, Event Planning, Organizational..., Organizational..., Conflict Management, Oracle Applications, Google Apps, WebX, ADP, Fuze, Video Conferencing, Project Coordination, Events Coordination, Corporate Events
Education
University of San Francisco 2011 — 2012
Master of Arts (M.A.), Organization & Leadership
Sonoma State University 2006 — 2010
B.A, Human Development
Casey Juull Casey Juull's First Republic Bank Experience September 2014 - Present
Job Senior IT Internal Auditor at First Republic Bank
Industry Accounting
Experience
First Republic Bank September 2014 - Present
PwC October 2010 - September 2014
Kaiser Permanente IT 2009 - 2009
Skills
Internal Controls, Sarbanes-Oxley Act, IT Audit, Auditing, Accounting, Internal Audit, Risk Management, Business Process, Process Improvement, Microsoft Excel, Access, Financial Reporting, IFRS, Financial Accounting, Financial Analysis, Income Tax, External Audit, US GAAP
Education
San Jose State University 2005 — 2010
Bachelor's, Accounting Information Systems
San Jose State University
Accounting Information Systems
First Republic Bank September 2014 - Present
PwC October 2010 - September 2014
Kaiser Permanente IT 2009 - 2009
Skills
Internal Controls, Sarbanes-Oxley Act, IT Audit, Auditing, Accounting, Internal Audit, Risk Management, Business Process, Process Improvement, Microsoft Excel, Access, Financial Reporting, IFRS, Financial Accounting, Financial Analysis, Income Tax, External Audit, US GAAP
Education
San Jose State University 2005 — 2010
Bachelor's, Accounting Information Systems
San Jose State University
Accounting Information Systems
Steve Solomon, CFA Steve Solomon, CFA's First Republic Bank Experience June 2008 - March 2009
Job Wealth Management Executive
Industry Investment Management
Experience
US Trust April 2009 - Present
First Republic Bank June 2008 - March 2009
Bank of the West October 2000 - June 2008
Wells Fargo October 1998 - October 2000
Philadelphia Phillies 1992 - 1996
Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory
Education
Stanford University 1988 — 1992
BA, Economics
CFA Institute
CFA Designation
US Trust April 2009 - Present
First Republic Bank June 2008 - March 2009
Bank of the West October 2000 - June 2008
Wells Fargo October 1998 - October 2000
Philadelphia Phillies 1992 - 1996
Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory
Education
Stanford University 1988 — 1992
BA, Economics
CFA Institute
CFA Designation
Everlyn Williams Everlyn Williams's First Republic Bank Experience 1998 - 2003
Job Retail Account Manager, Land Home Financial Services
Industry Financial Services
Experience
Sierra Pacific Mortgage March 2012 - February 2014
MetLife Home Loans January 2009 - March 2012
Triton Funding Group 2003 - 2008
First Republic Bank 1998 - 2003
Skills
Mortgage Lending, Refinance, Mortgage, Loans, FHA, FHA financing, Credit, REO, Mortgage Banking, Sales, Loan Origination, Investment Properties, Residential Mortgages, Insurance, Customer Service, Underwriting, Mortgage Underwriting, First Time Home Buyers, Management, VA loans, USDA, Real Estate, Banking, Credit Analysis, Loss Mitigation, Loan Servicing, Real Estate Financing, Reverse Mortgages
Education
Southern Arkansas University 1974 — 1978
BME, Music Education
El Dorado High School
High School
Sierra Pacific Mortgage March 2012 - February 2014
MetLife Home Loans January 2009 - March 2012
Triton Funding Group 2003 - 2008
First Republic Bank 1998 - 2003
Skills
Mortgage Lending, Refinance, Mortgage, Loans, FHA, FHA financing, Credit, REO, Mortgage Banking, Sales, Loan Origination, Investment Properties, Residential Mortgages, Insurance, Customer Service, Underwriting, Mortgage Underwriting, First Time Home Buyers, Management, VA loans, USDA, Real Estate, Banking, Credit Analysis, Loss Mitigation, Loan Servicing, Real Estate Financing, Reverse Mortgages
Education
Southern Arkansas University 1974 — 1978
BME, Music Education
El Dorado High School
High School
Mary Kate Hurlbutt Mary Kate Hurlbutt's First Republic Bank Experience January 2013 - Present
Job Director of Tech Outreach at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank January 2013 - Present
First Republic Bank October 2011 - January 2013
Little Black Bag June 2011 - October 2011
Sari Closet March 2011 - August 2011
embodee January 2011 - August 2011
First Republic Bank April 2009 - January 2011
Education
Stanford University 2010 — 2011
M.A., Communication
Stanford University 2006 — 2010
B.A., History
First Republic Bank January 2013 - Present
First Republic Bank October 2011 - January 2013
Little Black Bag June 2011 - October 2011
Sari Closet March 2011 - August 2011
embodee January 2011 - August 2011
First Republic Bank April 2009 - January 2011
Education
Stanford University 2010 — 2011
M.A., Communication
Stanford University 2006 — 2010
B.A., History
Peter J. Grassotti Peter J. Grassotti's First Republic Bank Experience October 2013 - Present
Job Associate Group Director at Signature Bank
Industry Banking
Experience
Signature Bank January 2015 - Present
First Republic Bank October 2013 - Present
First Republic Bank April 2010 - Present
First Republic Bank September 2007 - April 2010
Signature Bank April 2006 - August 2007
Signature Bank June 2003 - April 2006
UBS February 2000 - March 2002
Skills
Banking, Management, Customer Service, Credit, Cross Selling, Mortgage Lending, Sales, Deposits, Mutual Funds, Private Banking, Loans, Account Reconciliation, Commercial Banking, Branch Banking, Financial Risk, Portfolio Management, Relationship Management
Education
St. Francis College 1995 — 1999
Business Administration and Management, General
John Dewey High School
Signature Bank January 2015 - Present
First Republic Bank October 2013 - Present
First Republic Bank April 2010 - Present
First Republic Bank September 2007 - April 2010
Signature Bank April 2006 - August 2007
Signature Bank June 2003 - April 2006
UBS February 2000 - March 2002
Skills
Banking, Management, Customer Service, Credit, Cross Selling, Mortgage Lending, Sales, Deposits, Mutual Funds, Private Banking, Loans, Account Reconciliation, Commercial Banking, Branch Banking, Financial Risk, Portfolio Management, Relationship Management
Education
St. Francis College 1995 — 1999
Business Administration and Management, General
John Dewey High School
Andrew Liou's First Republic Bank Experience February 2015 - Present
Job Sales and Service Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank February 2013 - January 2015
First Republic Bank July 2011 - January 2013
U.S. Census Bureau February 2009 - September 2010
WETZEL'S PRETZELS November 2006 - July 2008
TIFFANY CLEANERS June 2002 - September 2006
Barclays Global Investors June 1998 - January 2002
Skills
Budgets, Leadership, Customer Service, Business Development, Loans, Analysis, Banking, Management, Program Management, Data Analysis, Team Building, Process Improvement, Project Planning, Training, Credit, Entrepreneurship, Human Resources, Financial Analysis, Marketing, Project Management, Sales, Strategic Planning, Strategy, Team Leadership
Education
Santa Clara University - Leavey School of Business 2011 — 2017
MBA, Business
University of California, Davis 1993 — 1998
Bachelor of Science, Agricultural and Managerial Economics
First Republic Bank February 2015 - Present
First Republic Bank February 2013 - January 2015
First Republic Bank July 2011 - January 2013
U.S. Census Bureau February 2009 - September 2010
WETZEL'S PRETZELS November 2006 - July 2008
TIFFANY CLEANERS June 2002 - September 2006
Barclays Global Investors June 1998 - January 2002
Skills
Budgets, Leadership, Customer Service, Business Development, Loans, Analysis, Banking, Management, Program Management, Data Analysis, Team Building, Process Improvement, Project Planning, Training, Credit, Entrepreneurship, Human Resources, Financial Analysis, Marketing, Project Management, Sales, Strategic Planning, Strategy, Team Leadership
Education
Santa Clara University - Leavey School of Business 2011 — 2017
MBA, Business
University of California, Davis 1993 — 1998
Bachelor of Science, Agricultural and Managerial Economics
Natalie Tunnard's First Republic Bank Experience November 2014 - Present
Job Online Banking Analyst at First Republic Bank
Industry Marketing and Advertising
Experience
First Republic Bank November 2014 - Present
Music Business Association May 2014 - October 2014
Sound Garden Hall January 2014 - July 2014
American Apparel September 2012 - December 2013
doNYC March 2013 - June 2013
Bead International Preschool January 2012 - July 2012
Southern Methodist University September 2010 - May 2011
Skills
Leadership, Social Media, Event Planning, Microsoft Office, Research, Social Networking, Event Management, Social Media Marketing, Editing, Facebook, Public Relations, Blogging, Advertising, Email Marketing, Marketing, Marketing Strategy
Education
Southern Methodist University 2007 — 2011
Bachelor's degree, Art History
The Language House 2011 — 2011
First Republic Bank November 2014 - Present
Music Business Association May 2014 - October 2014
Sound Garden Hall January 2014 - July 2014
American Apparel September 2012 - December 2013
doNYC March 2013 - June 2013
Bead International Preschool January 2012 - July 2012
Southern Methodist University September 2010 - May 2011
Skills
Leadership, Social Media, Event Planning, Microsoft Office, Research, Social Networking, Event Management, Social Media Marketing, Editing, Facebook, Public Relations, Blogging, Advertising, Email Marketing, Marketing, Marketing Strategy
Education
Southern Methodist University 2007 — 2011
Bachelor's degree, Art History
The Language House 2011 — 2011
Ada Kulenovic's First Republic Bank Experience June 2009 - September 2009
Job Senior Associate Consultant at Triage Consulting Group
Industry International Affairs
Experience
Triage Consulting Group June 2013 - Present
Exposing Hope 2012 - Present
Triage Consulting Group September 2011 - June 2013
Superior Court of California September 2010 - July 2011
Stanford University Class of 2011 Executive Cabinet September 2008 - June 2011
US Department of Homeland Security June 2010 - August 2010
European American Chamber of Commerce December 2009 - March 2010
First Republic Bank June 2009 - September 2009
Stanford Student Enterprises June 2008 - February 2009
Skills
International Relations, Market Research, Community Outreach, Research, Data Analysis, Entrepreneurship, Event Planning, Policy, Analysis, Business Strategy, Social Media, French, Strategic Consulting, Event Management, Proposal Writing, Public Speaking, Communications..., Strategic Planning, Legal Research, Legal Writing, LexisNexis, Salesforce.com, Access, Healthcare, Program Development, Qualitative Research, Fundraising, Strategic Communications, Business Development, Sales Presentations, Training, Policy Analysis, Leadership, Management, HTML, CSS, Six Sigma, Adobe Creative Suite
Education
Stanford University Overseas Studies, Stanford in Paris 2010 — 2011
Stanford University 2007 — 2011
B.A, International Relations
Triage Consulting Group June 2013 - Present
Exposing Hope 2012 - Present
Triage Consulting Group September 2011 - June 2013
Superior Court of California September 2010 - July 2011
Stanford University Class of 2011 Executive Cabinet September 2008 - June 2011
US Department of Homeland Security June 2010 - August 2010
European American Chamber of Commerce December 2009 - March 2010
First Republic Bank June 2009 - September 2009
Stanford Student Enterprises June 2008 - February 2009
Skills
International Relations, Market Research, Community Outreach, Research, Data Analysis, Entrepreneurship, Event Planning, Policy, Analysis, Business Strategy, Social Media, French, Strategic Consulting, Event Management, Proposal Writing, Public Speaking, Communications..., Strategic Planning, Legal Research, Legal Writing, LexisNexis, Salesforce.com, Access, Healthcare, Program Development, Qualitative Research, Fundraising, Strategic Communications, Business Development, Sales Presentations, Training, Policy Analysis, Leadership, Management, HTML, CSS, Six Sigma, Adobe Creative Suite
Education
Stanford University Overseas Studies, Stanford in Paris 2010 — 2011
Stanford University 2007 — 2011
B.A, International Relations
Barton Reavis Barton Reavis's First Republic Bank Experience June 2011 - Present
Job Project Coordinator at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2011 - Present
Skills
Banking, Business Analysis, Customer Service, Economics, Management, Process Improvement, Project Management, Project Planning, Research, Risk Management, Software Installation, Team Leadership, Vendor Management
Education
University of Economics, Prague 2008 — 2010
Economics, International Business
Richard Stockton College of New Jersey 2005 — 2009
BA, Economics
First Republic Bank June 2011 - Present
Skills
Banking, Business Analysis, Customer Service, Economics, Management, Process Improvement, Project Management, Project Planning, Research, Risk Management, Software Installation, Team Leadership, Vendor Management
Education
University of Economics, Prague 2008 — 2010
Economics, International Business
Richard Stockton College of New Jersey 2005 — 2009
BA, Economics
Noel Arias Noel Arias's First Republic Bank Experience September 2013 - July 2015
Job CCS
Industry Government Administration
Experience
Alameda County August 2015 - Present
First Republic Bank September 2013 - July 2015
Heald College August 2012 - March 2013
Expeditors International December 2009 - August 2012
Fastenal March 2006 - June 2009
BDS Marketing December 2007 - January 2008
Jazzland Coffee Company August 2004 - March 2006
Plugged In 1998 - 1999
Skills
MS Office Suite, Spanish, Problem Solving, Creative Problem Solving, Troubleshooting, Network Administration, Wireless Networking, Customer Service, Research, Product Marketing, Operations Management, Training & Development, Writing, YouTube, Social Media, Internet, Vendor Management, Blogging, Budgeting, Non-profits, Lotus Notes, Network Security, Mentoring, Logistics, Budgets, Microsoft Office
Education
San Jose State University 2003 — 2009
BA, Political Science
Alameda County August 2015 - Present
First Republic Bank September 2013 - July 2015
Heald College August 2012 - March 2013
Expeditors International December 2009 - August 2012
Fastenal March 2006 - June 2009
BDS Marketing December 2007 - January 2008
Jazzland Coffee Company August 2004 - March 2006
Plugged In 1998 - 1999
Skills
MS Office Suite, Spanish, Problem Solving, Creative Problem Solving, Troubleshooting, Network Administration, Wireless Networking, Customer Service, Research, Product Marketing, Operations Management, Training & Development, Writing, YouTube, Social Media, Internet, Vendor Management, Blogging, Budgeting, Non-profits, Lotus Notes, Network Security, Mentoring, Logistics, Budgets, Microsoft Office
Education
San Jose State University 2003 — 2009
BA, Political Science
Sam Heshmati's First Republic Bank Experience February 2015 - Present
Job VC, PE, Startup Banker and Advisor
Industry Venture Capital & Private Equity
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - February 2015
SVB Financial Group October 2010 - July 2012
Square 1 Bank August 2008 - October 2010
Silicon Valley Bank June 2002 - October 2007
Skills
Venture Capital, Due Diligence, Valuation, Private Equity, Financial Modeling, Banking, Corporate Development, Business Strategy, Strategy, Business Development, Strategic Partnerships, Start-ups, Venture Debt, Finance, Portfolio Management, Angel Investing, Credit, Management
Education
San Jose State University 1998 — 2002
BS, Business
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - February 2015
SVB Financial Group October 2010 - July 2012
Square 1 Bank August 2008 - October 2010
Silicon Valley Bank June 2002 - October 2007
Skills
Venture Capital, Due Diligence, Valuation, Private Equity, Financial Modeling, Banking, Corporate Development, Business Strategy, Strategy, Business Development, Strategic Partnerships, Start-ups, Venture Debt, Finance, Portfolio Management, Angel Investing, Credit, Management
Education
San Jose State University 1998 — 2002
BS, Business
Robert J Barbosa, CSM Robert J Barbosa, CSM's First Republic Bank Experience July 2007 - March 2014
Job Experienced Project Manager & Business Analyst
Industry Information Technology and Services
Experience
AssetMark April 2014 - Present
Signature Consultants April 2014 - October 2014
First Republic Bank July 2007 - March 2014
First Republic Bank October 2003 - July 2007
Alegria Party Rentals March 2001 - July 2004
netRequisite January 2002 - September 2002
Brodia February 2001 - December 2001
Sand Hill Systems October 1999 - October 2000
Skills
Certified Project..., Business Analysis, Vendor Management, Product Management, Information Technology, Program Management, Integration, Project Management, Cross-functional Team..., Agile Methodologies, Software Documentation, Testing, Enterprise Architecture, Software Development, IT Management, Management, Leadership, SDLC, IT Strategy, Enterprise Software, ITIL, Microsoft SQL Server, Requirements Gathering, Scrum, Quality Assurance, Strategy, Security, CRM, Software Project..., E-commerce, Business Intelligence, Business Process, PMO, Business Process..., SaaS, Visio, Product Development, Project Portfolio..., Process Improvement, Requirements Analysis, Professional Services
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
University of California, Berkeley, Extension 2009 — 2011
Certificate with Distinction
University of California, Berkeley 1987 — 1992
Bachelor of Science (BS)
The University of Birmingham 1990 — 1991
EAGLE Japan, Texas A&M, Koriyama 1992 — 1992
Stanford University 1992 — 1994
AssetMark April 2014 - Present
Signature Consultants April 2014 - October 2014
First Republic Bank July 2007 - March 2014
First Republic Bank October 2003 - July 2007
Alegria Party Rentals March 2001 - July 2004
netRequisite January 2002 - September 2002
Brodia February 2001 - December 2001
Sand Hill Systems October 1999 - October 2000
Skills
Certified Project..., Business Analysis, Vendor Management, Product Management, Information Technology, Program Management, Integration, Project Management, Cross-functional Team..., Agile Methodologies, Software Documentation, Testing, Enterprise Architecture, Software Development, IT Management, Management, Leadership, SDLC, IT Strategy, Enterprise Software, ITIL, Microsoft SQL Server, Requirements Gathering, Scrum, Quality Assurance, Strategy, Security, CRM, Software Project..., E-commerce, Business Intelligence, Business Process, PMO, Business Process..., SaaS, Visio, Product Development, Project Portfolio..., Process Improvement, Requirements Analysis, Professional Services
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
University of California, Berkeley, Extension 2009 — 2011
Certificate with Distinction
University of California, Berkeley 1987 — 1992
Bachelor of Science (BS)
The University of Birmingham 1990 — 1991
EAGLE Japan, Texas A&M, Koriyama 1992 — 1992
Stanford University 1992 — 1994
Brian Trujillo Brian Trujillo's First Republic Bank Experience November 2011 - March 2012
Job Executive Receptionist II at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
ACTIVE PORT, January 2004 - Present
Visa June 2012 - February 2013
First Republic Bank November 2011 - March 2012
SHUTE, MIHALY & WEINBERGER, ATTORNEYS AT LAW, January 2007 - January 2010
POSITIVE RESOURCE January 1996 - January 2004
CENTER STAGE FOUNDATION January 1992 - January 1996
THE SHARPER IMAGE January 1983 - January 1993
Skills
Receptionist Duties, Administrative..., Calendaring, Telephone Reception, Hotel Booking
Education
Shasta College
Liberal Arts
Westland College
Merchandising
Union Bank June 2013 - Present
ACTIVE PORT, January 2004 - Present
Visa June 2012 - February 2013
First Republic Bank November 2011 - March 2012
SHUTE, MIHALY & WEINBERGER, ATTORNEYS AT LAW, January 2007 - January 2010
POSITIVE RESOURCE January 1996 - January 2004
CENTER STAGE FOUNDATION January 1992 - January 1996
THE SHARPER IMAGE January 1983 - January 1993
Skills
Receptionist Duties, Administrative..., Calendaring, Telephone Reception, Hotel Booking
Education
Shasta College
Liberal Arts
Westland College
Merchandising
Scott Alexander, MBA PMP CSM Scott Alexander, MBA PMP CSM's First Republic Bank Experience September 2011 - January 2012
Job Senior Project / Program Manager mail4scottalexander@yahoo.com
Industry Computer Software
Experience
West Marine November 2014 - June 2015
Bank of the West August 2013 - February 2014
Capital One March 2012 - May 2013
Bay Area Amphibian and Reptile Society (BAARS) 2005 - 2013
First Republic Bank September 2011 - January 2012
Cisco Systems March 2011 - August 2011
QAnalysts at Kaiser October 2010 - March 2011
Cisco Systems January 2010 - October 2010
Verizon Business October 2005 - July 2009
Remedy / BMC Software July 1999 - April 2005
Skills
Project Management, Integration, Business Process, Business Intelligence, Testing, Oracle Applications, Program Management, Oracle, SharePoint, SQL, PMO, Outsourcing, Business Process..., Process Improvement, Vendor Management, Leadership, MS Project, Cloud Computing, Troubleshooting, Software Documentation, Security, PMP, Delivering Results, Data Warehousing, Project Portfolio..., Agile Methodologies, Microsoft Project, Oracle SQL, Full SDLC, Operations Management, Management, Business Analysis, Software Project..., SaaS, Requirements Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1989
MBA, Information Technology
San Jose State University 1977 — 1982
BS In Bus, Business Management
Homestead High School 1972 — 1977
Lee Hect Harrison
West Marine November 2014 - June 2015
Bank of the West August 2013 - February 2014
Capital One March 2012 - May 2013
Bay Area Amphibian and Reptile Society (BAARS) 2005 - 2013
First Republic Bank September 2011 - January 2012
Cisco Systems March 2011 - August 2011
QAnalysts at Kaiser October 2010 - March 2011
Cisco Systems January 2010 - October 2010
Verizon Business October 2005 - July 2009
Remedy / BMC Software July 1999 - April 2005
Skills
Project Management, Integration, Business Process, Business Intelligence, Testing, Oracle Applications, Program Management, Oracle, SharePoint, SQL, PMO, Outsourcing, Business Process..., Process Improvement, Vendor Management, Leadership, MS Project, Cloud Computing, Troubleshooting, Software Documentation, Security, PMP, Delivering Results, Data Warehousing, Project Portfolio..., Agile Methodologies, Microsoft Project, Oracle SQL, Full SDLC, Operations Management, Management, Business Analysis, Software Project..., SaaS, Requirements Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1989
MBA, Information Technology
San Jose State University 1977 — 1982
BS In Bus, Business Management
Homestead High School 1972 — 1977
Lee Hect Harrison
Colleen Fitzpatrick's First Republic Bank Experience May 2015 - Present
Job Client Relations Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2015 - Present
First Republic Bank September 2013 - May 2015
First Republic Bank April 2013 - August 2013
Raker Goldstein & Co. September 2012 - December 2012
Midsummer Night Productions July 2010 - December 2012
Skills
Microsoft Office, PR and Advertising..., Outlook, Banking, Event Management, Leadership, Public Speaking, Social Media, Marketing, Customer Service, Loans, Social Networking, Sales, Credit, Press Releases
Education
Richard Stockton College of New Jersey 2010 — 2012
Bachelor of Arts (BA), Communications
First Republic Bank May 2015 - Present
First Republic Bank September 2013 - May 2015
First Republic Bank April 2013 - August 2013
Raker Goldstein & Co. September 2012 - December 2012
Midsummer Night Productions July 2010 - December 2012
Skills
Microsoft Office, PR and Advertising..., Outlook, Banking, Event Management, Leadership, Public Speaking, Social Media, Marketing, Customer Service, Loans, Social Networking, Sales, Credit, Press Releases
Education
Richard Stockton College of New Jersey 2010 — 2012
Bachelor of Arts (BA), Communications
Jody Lindell Jody Lindell's First Republic Bank Experience 2003 - Present
Job CEO and President at S.G. Management, Inc.
Industry Executive Office
Experience
PDL BioPharma 2009 - Present
First Republic Bank 2003 - Present
S.G. Management, Inc. 2000 - Present
KPMG 1975 - 2000
Education
Stanford Graduate School of Business 1973 — 1975
MBA
PDL BioPharma 2009 - Present
First Republic Bank 2003 - Present
S.G. Management, Inc. 2000 - Present
KPMG 1975 - 2000
Education
Stanford Graduate School of Business 1973 — 1975
MBA
Brady Harter Brady Harter's First Republic Bank Experience July 2015 - Present
Job Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
First Republic Bank December 2009 - Present
Silicon Valley Bank July 2007 - December 2009
Education
Santa Clara University - Leavey School of Business 2004 — 2007
Finance
First Republic Bank July 2015 - Present
First Republic Bank December 2009 - Present
Silicon Valley Bank July 2007 - December 2009
Education
Santa Clara University - Leavey School of Business 2004 — 2007
Finance
Tyler Maue Tyler Maue's First Republic Bank Experience May 2012 - Present
Job Business Analyst, First Republic Bank
Industry Music
Experience
First Republic Bank May 2012 - Present
Stanford Law School October 2011 - May 2012
Dartmouth Medical School Computing Services July 2011 - December 2011
Stanford University - Music 251: Human-Computer Interaction Performance Systems January 2011 - March 2011
Stanford University - 90.1 FM KZSU Radio Broadcast Certification Course June 2010 - July 2010
Stanford University - Sounds of Stanford Summer Arts Intensive June 2009 - July 2009
Skills
Information Architecture, Information Technology, Web Project Management, Website Development, Digital Recording, Studio Recording, Music Production, Music Theory, Electronic Music, Music Performance, Data Analysis
Education
Stanford University 2007 — 2011
Bachelor of Arts, Music, Science and Technology
First Republic Bank May 2012 - Present
Stanford Law School October 2011 - May 2012
Dartmouth Medical School Computing Services July 2011 - December 2011
Stanford University - Music 251: Human-Computer Interaction Performance Systems January 2011 - March 2011
Stanford University - 90.1 FM KZSU Radio Broadcast Certification Course June 2010 - July 2010
Stanford University - Sounds of Stanford Summer Arts Intensive June 2009 - July 2009
Skills
Information Architecture, Information Technology, Web Project Management, Website Development, Digital Recording, Studio Recording, Music Production, Music Theory, Electronic Music, Music Performance, Data Analysis
Education
Stanford University 2007 — 2011
Bachelor of Arts, Music, Science and Technology
Michael Willhoite Michael Willhoite's First Republic Bank Experience August 2014 - Present
Job Technical Operations Engineer at First Republic Bank
Industry Information Services
Experience
First Republic Bank August 2014 - Present
First Republic Bank February 2012 - Present
Wells Fargo December 2009 - June 2011
Federal Home Loan Bank of San Francisco November 1998 - April 2009
Chevron Corporation July 1997 - October 1998
Skills
Disaster Recovery, VMware, Vendor Management, System Administration, Unix, SDLC, Cloud Computing, ITIL, SharePoint, Linux, Security, Virtualization, Active Directory, Solaris, Data Center, Databases, IT Service Management, Database Administration, VMware Infrastructure, IT Operations, Hardware, SQL, VMware ESX, Business Continuity, Windows Server, Storage Area Networks, Software Documentation, Enterprise Architecture, Cisco Technologies, DNS, Networking, Operating Systems, Servers, System Deployment, Technical Support, Troubleshooting, IT Management, Network Security, Firewalls, Network Administration
Education
Solano Community College 1995 — 1996
English
First Republic Bank August 2014 - Present
First Republic Bank February 2012 - Present
Wells Fargo December 2009 - June 2011
Federal Home Loan Bank of San Francisco November 1998 - April 2009
Chevron Corporation July 1997 - October 1998
Skills
Disaster Recovery, VMware, Vendor Management, System Administration, Unix, SDLC, Cloud Computing, ITIL, SharePoint, Linux, Security, Virtualization, Active Directory, Solaris, Data Center, Databases, IT Service Management, Database Administration, VMware Infrastructure, IT Operations, Hardware, SQL, VMware ESX, Business Continuity, Windows Server, Storage Area Networks, Software Documentation, Enterprise Architecture, Cisco Technologies, DNS, Networking, Operating Systems, Servers, System Deployment, Technical Support, Troubleshooting, IT Management, Network Security, Firewalls, Network Administration
Education
Solano Community College 1995 — 1996
English
Maureen Maginn Maureen Maginn's First Republic Bank Experience SVP, Commercial Customer ServiceUnion Bank2003 - 2006
Job Senior Vice President, Deposit Operations at First Republic Bank
Industry Banking
Experience
First Republic Bank SVP, Commercial Customer ServiceUnion Bank2003 - 2006
Citibank 2003 - 2004
Home Savings Of America 1977 - 1993
Skills
Risk Management, Loans, Banking, Retail Banking, Mortgage Banking, Mortgage Lending, Credit, Commercial Banking, Financial Services, Credit Analysis, Customer Service, Due Diligence, Team Building, Executive Management, Financial Analysis, Call Centers, Management, Leadership, Portfolio Management, Treasury Management, Commercial Lending, Cash Management, Operational Risk..., Vendor Management, Relationship Management, Finance, Business Analysis, Investments, Fraud, Private Banking, Deposits, Internet Banking, Financial Risk, Process Improvement
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education Program, Business Administration and Management, General, A++
State University of New York College at Plattsburgh 1969 — 1973
First Republic Bank SVP, Commercial Customer ServiceUnion Bank2003 - 2006
Citibank 2003 - 2004
Home Savings Of America 1977 - 1993
Skills
Risk Management, Loans, Banking, Retail Banking, Mortgage Banking, Mortgage Lending, Credit, Commercial Banking, Financial Services, Credit Analysis, Customer Service, Due Diligence, Team Building, Executive Management, Financial Analysis, Call Centers, Management, Leadership, Portfolio Management, Treasury Management, Commercial Lending, Cash Management, Operational Risk..., Vendor Management, Relationship Management, Finance, Business Analysis, Investments, Fraud, Private Banking, Deposits, Internet Banking, Financial Risk, Process Improvement
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education Program, Business Administration and Management, General, A++
State University of New York College at Plattsburgh 1969 — 1973
Kathy Hoare Kathy Hoare's First Republic Bank Experience January 2006 - December 2006
Job Navigating today's complex mortgage world
Industry Financial Services
Experience
First Priority Financial January 2006 - Present
Unity of Santa Rosa 2008 - Present
Connections ~ A Forum for Women in Business 2006 - Present
Pacific Residential Mortgage June 2003 - December 2008
First Republic Bank January 2006 - December 2006
Skills
First Time Home Buyers, Refinance, Real Estate, Mortgage Lending, Residential Homes, Investment Properties, Finance, Credit, REO, Short Sales
Education
Sonoma State University 2004 — 2005
Bachelors of Science, Business Administration - Finance
Santa Rosa Junior College 2002 — 2003
Associate of Science, Business Admin
First Priority Financial January 2006 - Present
Unity of Santa Rosa 2008 - Present
Connections ~ A Forum for Women in Business 2006 - Present
Pacific Residential Mortgage June 2003 - December 2008
First Republic Bank January 2006 - December 2006
Skills
First Time Home Buyers, Refinance, Real Estate, Mortgage Lending, Residential Homes, Investment Properties, Finance, Credit, REO, Short Sales
Education
Sonoma State University 2004 — 2005
Bachelors of Science, Business Administration - Finance
Santa Rosa Junior College 2002 — 2003
Associate of Science, Business Admin
Lindsay Blackman Lindsay Blackman's First Republic Bank Experience May 2014 - September 2014
Job Program Coordinator (PMO) at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank July 2015 - Present
Process Dynamics 1992 - Present
University of California – Office of the President November 2014 - March 2015
First Republic Bank May 2014 - September 2014
Wells Fargo Bank 2013 - 2013
Wells Fargo Bank 2012 - 2013
Wells Fargo Bank 2010 - 2012
First Republic Bank 2008 - 2009
Washington Mutual Card Services 2008 - 2008
AXA Rosenberg 2007 - 2007
Skills
Project Management, Business Analysis, Program Management, Process Improvement, Requirements Definition, Infrastructure Planning, Application Deployment, Systems Integration, Merger Conversions, Portfolio Reporting, Methodology Compliance, Information Technology, Requirements Analysis, PMO, Integration, Strategy, Business Process...
Education
Stanford University
B.A., Political Science
Wells Fargo Bank July 2015 - Present
Process Dynamics 1992 - Present
University of California – Office of the President November 2014 - March 2015
First Republic Bank May 2014 - September 2014
Wells Fargo Bank 2013 - 2013
Wells Fargo Bank 2012 - 2013
Wells Fargo Bank 2010 - 2012
First Republic Bank 2008 - 2009
Washington Mutual Card Services 2008 - 2008
AXA Rosenberg 2007 - 2007
Skills
Project Management, Business Analysis, Program Management, Process Improvement, Requirements Definition, Infrastructure Planning, Application Deployment, Systems Integration, Merger Conversions, Portfolio Reporting, Methodology Compliance, Information Technology, Requirements Analysis, PMO, Integration, Strategy, Business Process...
Education
Stanford University
B.A., Political Science
Brad Neumyer Brad Neumyer's First Republic Bank Experience June 2012 - December 2012
Job Analyst
Industry Oil & Energy
Experience
Competitive Energy Services January 2013 - May 2015
First Republic Bank June 2012 - December 2012
WeSprout February 2012 - June 2012
TD Bank Group July 2011 - January 2012
Skills
Microsoft Excel, Minitab, Data Analysis, Risk Management, R, PARC, Lotus Notes, Microsoft PowerPoint, CMOD, LexisNexis, FileNet, NetQuery, Microsoft Office, Database Management, Statistics, Pivot Tables, Data Visualization, Microsoft Access, Accounting, Costing, Financial Analysis, Financial Modeling, PowerPoint, Analysis, Microsoft Word, Finance, Economics, Analytics, Access, Credit, Quantitative Analytics, Project Management, Data Mining, Research
Education
St. Lawrence University 2007 — 2011
B.A., Economics
Thornton Academy
Competitive Energy Services January 2013 - May 2015
First Republic Bank June 2012 - December 2012
WeSprout February 2012 - June 2012
TD Bank Group July 2011 - January 2012
Skills
Microsoft Excel, Minitab, Data Analysis, Risk Management, R, PARC, Lotus Notes, Microsoft PowerPoint, CMOD, LexisNexis, FileNet, NetQuery, Microsoft Office, Database Management, Statistics, Pivot Tables, Data Visualization, Microsoft Access, Accounting, Costing, Financial Analysis, Financial Modeling, PowerPoint, Analysis, Microsoft Word, Finance, Economics, Analytics, Access, Credit, Quantitative Analytics, Project Management, Data Mining, Research
Education
St. Lawrence University 2007 — 2011
B.A., Economics
Thornton Academy
David Uyeda David Uyeda's First Republic Bank Experience November 2005 - January 2006
Job BUSINESS ANALYSIS / QUALITY ASSURANCE CONSULTANT
Industry Information Technology and Services
Experience
Protiviti Inc. June 2014 - July 2014
Wells Fargo Bank September 2012 - March 2014
Kaiser Permanente February 2012 - September 2012
Wells Fargo Bank April 2009 - December 2011
Barclays Global Investors August 2008 - December 2008
Federal Home Loan Bank of San Francisco April 2007 - June 2008
Wells Fargo Bank October 2006 - April 2007
Charles Schwab July 2006 - September 2006
Barclays Global Investors January 2006 - July 2006
First Republic Bank November 2005 - January 2006
Skills
Business Analysis, Quality Assurance, MS Access, SQL, IT Control Testing, IT Audit, SOX, HIPAA
Education
Stanford University
BS
University of California, Berkeley, Haas School of Business
MBA
Protiviti Inc. June 2014 - July 2014
Wells Fargo Bank September 2012 - March 2014
Kaiser Permanente February 2012 - September 2012
Wells Fargo Bank April 2009 - December 2011
Barclays Global Investors August 2008 - December 2008
Federal Home Loan Bank of San Francisco April 2007 - June 2008
Wells Fargo Bank October 2006 - April 2007
Charles Schwab July 2006 - September 2006
Barclays Global Investors January 2006 - July 2006
First Republic Bank November 2005 - January 2006
Skills
Business Analysis, Quality Assurance, MS Access, SQL, IT Control Testing, IT Audit, SOX, HIPAA
Education
Stanford University
BS
University of California, Berkeley, Haas School of Business
MBA
Arash Kiadeh, EA, CFE, CAMS Arash Kiadeh, EA, CFE, CAMS's First Republic Bank Experience November 2011 - January 2015
Job Independent Tax & Investigation Professional
Industry Banking
Experience
Chex N Balances LLC January 2013 - Present
Self Employed January 2009 - Present
First Republic Bank November 2011 - January 2015
Jackson Hewitt Tax Service Inc. October 2013 - November 2013
Union Bank October 2007 - November 2011
Northern California Innocence Project October 2009 - December 2009
U.S. Department of the Treasury - Comptroller of the Currency June 2003 - October 2007
Teen Leadership Challenge Program January 2001 - June 2001
Census Bureau January 2000 - July 2000
Skills
Certified Fraud Examiner, USA PATRIOT Act, Bank Secrecy Act, Credit Analysis, Certified Anti-Money..., KYC, Operational Risk, Banking, AML, Fraud, OFAC, Internal Audit, Anti Money Laundering, Credit, Finance, Financial Analysis, Financial Risk, Management, Private Investigations
Education
San Jose State University 2014 — 2016
Master of Science in Taxation
San Jose State University 2002 — 2003
B.S, Business Administration; Finance Cum Laude
Santa Clara University School of Law
Chex N Balances LLC January 2013 - Present
Self Employed January 2009 - Present
First Republic Bank November 2011 - January 2015
Jackson Hewitt Tax Service Inc. October 2013 - November 2013
Union Bank October 2007 - November 2011
Northern California Innocence Project October 2009 - December 2009
U.S. Department of the Treasury - Comptroller of the Currency June 2003 - October 2007
Teen Leadership Challenge Program January 2001 - June 2001
Census Bureau January 2000 - July 2000
Skills
Certified Fraud Examiner, USA PATRIOT Act, Bank Secrecy Act, Credit Analysis, Certified Anti-Money..., KYC, Operational Risk, Banking, AML, Fraud, OFAC, Internal Audit, Anti Money Laundering, Credit, Finance, Financial Analysis, Financial Risk, Management, Private Investigations
Education
San Jose State University 2014 — 2016
Master of Science in Taxation
San Jose State University 2002 — 2003
B.S, Business Administration; Finance Cum Laude
Santa Clara University School of Law
Michelle Lin Methe Michelle Lin Methe's First Republic Bank Experience July 2010 - Present
Job Assistant Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2010 - Present
Addison Avenue Federal Credit Union January 2006 - May 2010
Addison Avenue Federal Credit Union September 2001 - January 2006
Wells Fargo September 1999 - September 2001
Skills
Consumer Lending, Banking, Loans, Credit, Credit Unions, Mortgage Lending, Internet Banking, Retail Banking, Business Development, Notary Public, Financial Services, Customer Service, Residential Mortgages, Risk Management, Loan Origination, Commercial Banking, Finance, Training, Refinance, Financial Analysis, Mortgage Banking, Credit Analysis
Education
San Jose State University 2000 — 2004
BA, Speech- Communication minor Public Relations
First Republic Bank July 2010 - Present
Addison Avenue Federal Credit Union January 2006 - May 2010
Addison Avenue Federal Credit Union September 2001 - January 2006
Wells Fargo September 1999 - September 2001
Skills
Consumer Lending, Banking, Loans, Credit, Credit Unions, Mortgage Lending, Internet Banking, Retail Banking, Business Development, Notary Public, Financial Services, Customer Service, Residential Mortgages, Risk Management, Loan Origination, Commercial Banking, Finance, Training, Refinance, Financial Analysis, Mortgage Banking, Credit Analysis
Education
San Jose State University 2000 — 2004
BA, Speech- Communication minor Public Relations
Francisco Terrizzano's First Republic Bank Experience October 2006 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2006 - Present
Bank of Walnut Creek September 2003 - October 2006
Silicon Valley Bank August 1997 - July 2003
Mid-Peninsula Bank March 1996 - August 1997
Comerica Bank January 1994 - March 1996
Skills
Commercial Lending, Asset Based Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Loans, Commercial Mortgages, Private Banking, Loan Origination, Mortgage Lending, Consumer Lending, Retail Banking, Credit, Cash Management, Credit Risk, Relationship Management
Education
University of Washington 2006 — 2008
Pacific Coast Banking School
Santa Clara University - Leavey School of Business 1992 — 1993
MBA
San Jose State University 1987 — 1991
B.S., Finance
First Republic Bank October 2006 - Present
Bank of Walnut Creek September 2003 - October 2006
Silicon Valley Bank August 1997 - July 2003
Mid-Peninsula Bank March 1996 - August 1997
Comerica Bank January 1994 - March 1996
Skills
Commercial Lending, Asset Based Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Loans, Commercial Mortgages, Private Banking, Loan Origination, Mortgage Lending, Consumer Lending, Retail Banking, Credit, Cash Management, Credit Risk, Relationship Management
Education
University of Washington 2006 — 2008
Pacific Coast Banking School
Santa Clara University - Leavey School of Business 1992 — 1993
MBA
San Jose State University 1987 — 1991
B.S., Finance
Travis Mortensen's First Republic Bank Experience June 2015 - Present
Job Digital Banking Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2015 - Present
San Jose State University September 2014 - June 2015
Hollister Co. June 2014 - November 2014
Lyft April 2014 - September 2014
City of Belmont May 2011 - August 2011
Skills
Social Networking, Microsoft Office, Public Speaking, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Sales, Finance, Banking, Project Management
Education
San Jose State University 2011 — 2015
Bachelor of Science (B.S.), Business Finance
First Republic Bank June 2015 - Present
San Jose State University September 2014 - June 2015
Hollister Co. June 2014 - November 2014
Lyft April 2014 - September 2014
City of Belmont May 2011 - August 2011
Skills
Social Networking, Microsoft Office, Public Speaking, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Sales, Finance, Banking, Project Management
Education
San Jose State University 2011 — 2015
Bachelor of Science (B.S.), Business Finance
Justine Almeraris Justine Almeraris's First Republic Bank Experience November 2014 - Present
Job Preferred Banking Associate at First Republic Bank
Industry Public Relations and Communications
Experience
First Republic Bank November 2014 - Present
Dodds and Eder May 2013 - November 2014
Ideal Image February 2014 - June 2014
Salone Di Capelli June 2008 - September 2013
Plattsburgh State Television February 2013 - May 2013
SUNY Plattsburgh PRSSA September 2012 - May 2013
Shine On! Conference April 2010 - May 2013
Entertainment Correspondant September 2012 - December 2012
Plattsburgh State Television September 2010 - December 2011
Skills
Avid, iDVD, iMovie, Linear Editing, Cosmetology, Microsoft Word, Microsoft Excel, Prezi, Camera Skills, Facebook
Education
SUNY Plattsburgh 2009 — 2013
Broadcast Journalism & Public Relations, Senior
First Republic Bank November 2014 - Present
Dodds and Eder May 2013 - November 2014
Ideal Image February 2014 - June 2014
Salone Di Capelli June 2008 - September 2013
Plattsburgh State Television February 2013 - May 2013
SUNY Plattsburgh PRSSA September 2012 - May 2013
Shine On! Conference April 2010 - May 2013
Entertainment Correspondant September 2012 - December 2012
Plattsburgh State Television September 2010 - December 2011
Skills
Avid, iDVD, iMovie, Linear Editing, Cosmetology, Microsoft Word, Microsoft Excel, Prezi, Camera Skills, Facebook
Education
SUNY Plattsburgh 2009 — 2013
Broadcast Journalism & Public Relations, Senior
Brittany Rettagliata's First Republic Bank Experience June 2013 - Present
Job Human Resources Specialist at First Republic Bank
Industry Environmental Services
Experience
First Republic Bank June 2013 - Present
ERRG April 2011 - May 2013
Sutter Pacific Medical Foundation January 2010 - September 2010
Skills
Benefits Administration, Workforce Planning, Onboarding, Performance Management, HRIS, Employee Benefits, New Hire Orientations, Applicant Tracking..., Deferred Compensation, Employee Relations, Talent Acquisition, Human Resources, Talent Management, Recruiting, College Recruiting, Interviews, Employment Law, Employee Engagement, Team Building, Compensation & Benefit, Payroll, HR Policies, Background Checks, Succession Planning, Labor Relations, Personnel Management, Temporary Placement, Employee Handbooks, FMLA, Access, Customer Service, Job Descriptions, Process Scheduler, Employee Training, Taleo, PeopleSoft, Hiring, Management, Sourcing, ADP Payroll, Job Fairs, Conflict Resolution
Education
Sonoma State University 2007 — 2009
Bachelors of Science in Business Administration, Management
Freedom High School
Freedom High School
First Republic Bank June 2013 - Present
ERRG April 2011 - May 2013
Sutter Pacific Medical Foundation January 2010 - September 2010
Skills
Benefits Administration, Workforce Planning, Onboarding, Performance Management, HRIS, Employee Benefits, New Hire Orientations, Applicant Tracking..., Deferred Compensation, Employee Relations, Talent Acquisition, Human Resources, Talent Management, Recruiting, College Recruiting, Interviews, Employment Law, Employee Engagement, Team Building, Compensation & Benefit, Payroll, HR Policies, Background Checks, Succession Planning, Labor Relations, Personnel Management, Temporary Placement, Employee Handbooks, FMLA, Access, Customer Service, Job Descriptions, Process Scheduler, Employee Training, Taleo, PeopleSoft, Hiring, Management, Sourcing, ADP Payroll, Job Fairs, Conflict Resolution
Education
Sonoma State University 2007 — 2009
Bachelors of Science in Business Administration, Management
Freedom High School
Freedom High School
Benjamin Saulson's First Republic Bank Experience October 2012 - July 2014
Job Business Development Officer at 1st Century Bank
Industry Banking
Experience
1st Century Bank November 2014 - Present
First Republic Bank October 2012 - July 2014
First Republic Bank April 2012 - October 2012
Bank of America October 2011 - April 2012
AEG September 2011 - March 2012
Santa Clara University Athletic Department October 2010 - June 2011
The Santa Clara September 2010 - May 2011
Santa Clara University Ruff Riders September 2007 - May 2011
Portland Trail Blazers June 2010 - September 2010
Golf Monthly Magazine October 2009 - December 2009
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Sports Marketing, Public Speaking, Microsoft Excel, Social Media Marketing, Sports, Social Networking, Customer Service, Microsoft Word, Marketing, Fundraising, Sponsorship, Research, Sales, Blogging, Time Management, Internet Security, Management, Internet Services, Online Communications, Internet Banking
Education
Santa Clara University 2007 — 2011
Bachelor of Science in Commererce, Marketing
Santa Clara University
1st Century Bank November 2014 - Present
First Republic Bank October 2012 - July 2014
First Republic Bank April 2012 - October 2012
Bank of America October 2011 - April 2012
AEG September 2011 - March 2012
Santa Clara University Athletic Department October 2010 - June 2011
The Santa Clara September 2010 - May 2011
Santa Clara University Ruff Riders September 2007 - May 2011
Portland Trail Blazers June 2010 - September 2010
Golf Monthly Magazine October 2009 - December 2009
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Sports Marketing, Public Speaking, Microsoft Excel, Social Media Marketing, Sports, Social Networking, Customer Service, Microsoft Word, Marketing, Fundraising, Sponsorship, Research, Sales, Blogging, Time Management, Internet Security, Management, Internet Services, Online Communications, Internet Banking
Education
Santa Clara University 2007 — 2011
Bachelor of Science in Commererce, Marketing
Santa Clara University
Amin Ahmadi's First Republic Bank Experience November 2014 - Present
Job Quantitative Analyst at First Republic Bank
Industry Civil Engineering
Experience
First Republic Bank November 2014 - Present
UC Davis September 2010 - Present
Philips Lumileds April 2010 - September 2010
Seagate Technology March 1997 - June 2009
Skills
Matlab, Opensees, R, Minitab, Modeling, Structural Engineering, Design of Experiments, Seismology, AutoCAD, Simulations, SPC, Finite Element Analysis, Six Sigma, SAP2000
Education
University of California, Davis 2010 — 2014
PhD, Seismic Engineering, 3.89
San Jose State University 2004 — 2007
Master of Science (M.S.), Civil Engineering
University of Sydney 1994 — 1996
Master's degree, Applied Mathematics
UC Irvine 1984 — 1988
Bachelor of Science (BS), Engineering
First Republic Bank November 2014 - Present
UC Davis September 2010 - Present
Philips Lumileds April 2010 - September 2010
Seagate Technology March 1997 - June 2009
Skills
Matlab, Opensees, R, Minitab, Modeling, Structural Engineering, Design of Experiments, Seismology, AutoCAD, Simulations, SPC, Finite Element Analysis, Six Sigma, SAP2000
Education
University of California, Davis 2010 — 2014
PhD, Seismic Engineering, 3.89
San Jose State University 2004 — 2007
Master of Science (M.S.), Civil Engineering
University of Sydney 1994 — 1996
Master's degree, Applied Mathematics
UC Irvine 1984 — 1988
Bachelor of Science (BS), Engineering
Matthew Rivera's First Republic Bank Experience July 2010 - June 2011
Job Project Analyst, Strategic Consulting at PaperG
Industry Internet
Experience
PaperG 2014 - June 2015
Shop It To Me, Inc. 2013 - 2013
Appointbook 2011 - 2012
First Republic Bank July 2010 - June 2011
Stanford University January 2008 - December 2010
Skills
Social Media, CRM, Marketing, Start-ups, Banking
Education
Stanford University 2007 — 2011
Bachelor of Arts, Political Science
Spokane Falls Community College 2005 — 2007
Associate’s Degree
John R. Rogers High School 2003 — 2007
High School Diploma, 4.0
PaperG 2014 - June 2015
Shop It To Me, Inc. 2013 - 2013
Appointbook 2011 - 2012
First Republic Bank July 2010 - June 2011
Stanford University January 2008 - December 2010
Skills
Social Media, CRM, Marketing, Start-ups, Banking
Education
Stanford University 2007 — 2011
Bachelor of Arts, Political Science
Spokane Falls Community College 2005 — 2007
Associate’s Degree
John R. Rogers High School 2003 — 2007
High School Diploma, 4.0
Kirsten Della Kirsten Della's First Republic Bank Experience September 2013 - Present
Job Digital Banking Associate
Industry Banking
Experience
First Republic Bank September 2013 - Present
Wells Fargo Advisors June 2013 - September 2013
Hillstone Restaurant Group February 2012 - September 2013
WET Design June 2011 - December 2011
Restaurants Unlimited Inc. (RUI) 2007 - 2010
Natural Settings Co. 2004 - 2008
OSI Industries 2003 - 2007
Skills
Outlook, Microsoft Excel, Highly detail oriented, Marketing, Team Leadership, Positive Personality, Coordinating Events, Phone Etiquette, Team-oriented, Invoicing, Multi Tasking, Microsoft Word, Cash Handling Experience, ServSafe, Engaging Speaker, Banking, Compliance, Customer Service, Leadership, Customer Experience, Restaurants, Finance
Education
Skyline College 2004 — 2008
Associates in Business Administration, Business, 3.2
First Republic Bank September 2013 - Present
Wells Fargo Advisors June 2013 - September 2013
Hillstone Restaurant Group February 2012 - September 2013
WET Design June 2011 - December 2011
Restaurants Unlimited Inc. (RUI) 2007 - 2010
Natural Settings Co. 2004 - 2008
OSI Industries 2003 - 2007
Skills
Outlook, Microsoft Excel, Highly detail oriented, Marketing, Team Leadership, Positive Personality, Coordinating Events, Phone Etiquette, Team-oriented, Invoicing, Multi Tasking, Microsoft Word, Cash Handling Experience, ServSafe, Engaging Speaker, Banking, Compliance, Customer Service, Leadership, Customer Experience, Restaurants, Finance
Education
Skyline College 2004 — 2008
Associates in Business Administration, Business, 3.2
Matt Lei's First Republic Bank Experience August 2015 - Present
Job Senior Preferred Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Wells Fargo Bank February 2015 - August 2015
Wells Fargo 2008 - February 2015
Skills
Loans, Credit, Banking, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Customer Service, Investments, FHA, Consumer Lending, Retail Banking, Lines Of Credit, Refinance, Cross Selling, Deposits, Home Equity Lines of..., Credit Cards, Series 7, Series 63, Sales, Small Business, Branch Management, Home Equity Loans, Branch Banking, Mortgage Banking, Credit Analysis, Relationship Management, Financial Services, Leadership, Team Building, Management, Sales Management, Portfolio Management, Microsoft Office, Microsoft Excel
Education
San Jose State University
First Republic Bank August 2015 - Present
Wells Fargo Bank February 2015 - August 2015
Wells Fargo 2008 - February 2015
Skills
Loans, Credit, Banking, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Customer Service, Investments, FHA, Consumer Lending, Retail Banking, Lines Of Credit, Refinance, Cross Selling, Deposits, Home Equity Lines of..., Credit Cards, Series 7, Series 63, Sales, Small Business, Branch Management, Home Equity Loans, Branch Banking, Mortgage Banking, Credit Analysis, Relationship Management, Financial Services, Leadership, Team Building, Management, Sales Management, Portfolio Management, Microsoft Office, Microsoft Excel
Education
San Jose State University
Brittany Stark's First Republic Bank Experience April 2015 - Present
Job Preferred Banker, First Republic Bank
Industry Banking
Experience
First Republic Bank April 2015 - Present
Heritage Oaks Bank December 2014 - April 2015
Golden 1 Credit Union October 2012 - November 2014
SBCC September 2013 - September 2014
Elephant Bar Restaurant June 2008 - November 2013
Skills
Management, Banking, Customer Service, Sales, Leadership, Finance, Credit
Education
Santa Barbara City College
Associate of Arts and Sciences (AAS), Mathematics
First Republic Bank April 2015 - Present
Heritage Oaks Bank December 2014 - April 2015
Golden 1 Credit Union October 2012 - November 2014
SBCC September 2013 - September 2014
Elephant Bar Restaurant June 2008 - November 2013
Skills
Management, Banking, Customer Service, Sales, Leadership, Finance, Credit
Education
Santa Barbara City College
Associate of Arts and Sciences (AAS), Mathematics
Samir Kaji Samir Kaji's First Republic Bank Experience June 2012 - Present
Job Venture Capital/PE community builder
Industry Banking
Experience
Silicon Valley Leadership Group June 2015 - Present
Kauffman Fellows April 2015 - Present
First Republic Bank June 2012 - Present
Silicon Valley Bank July 2011 - June 2012
Silicon Valley Bank February 2009 - July 2011
Silicon Valley Bank April 2005 - February 2009
Silicon Valley Bank September 1999 - February 2005
Skills
Commercial Banking, Venture Capital, Sales Process, Private Equity, Debt, Portfolio Management, Credit, Growth Capital, Business Relationship..., Underwriting, Employee Management, Start-ups, Business Development, Mergers & Acquisitions, Equities, Banking, Entrepreneurship, Alternative Investments, Leadership, Valuation, Financial Modeling, Loans, Due Diligence, Corporate Finance, Investments, Finance, Blogging, Writing, Information Retrieval
Education
Santa Clara University 2005 — 2008
MBA, Finance
San Jose State University 1994 — 1998
Bachelors, Finance
Kauffman Fellows Program
Venture Capital
Silicon Valley Leadership Group June 2015 - Present
Kauffman Fellows April 2015 - Present
First Republic Bank June 2012 - Present
Silicon Valley Bank July 2011 - June 2012
Silicon Valley Bank February 2009 - July 2011
Silicon Valley Bank April 2005 - February 2009
Silicon Valley Bank September 1999 - February 2005
Skills
Commercial Banking, Venture Capital, Sales Process, Private Equity, Debt, Portfolio Management, Credit, Growth Capital, Business Relationship..., Underwriting, Employee Management, Start-ups, Business Development, Mergers & Acquisitions, Equities, Banking, Entrepreneurship, Alternative Investments, Leadership, Valuation, Financial Modeling, Loans, Due Diligence, Corporate Finance, Investments, Finance, Blogging, Writing, Information Retrieval
Education
Santa Clara University 2005 — 2008
MBA, Finance
San Jose State University 1994 — 1998
Bachelors, Finance
Kauffman Fellows Program
Venture Capital
Amod Dange's First Republic Bank Experience December 2001 - January 2005
Job Application Product Manager, User Experience at Facebook
Industry Internet
Experience
Facebook April 2014 - January 2015
Intuit September 2013 - April 2014
Skrypton November 2011 - October 2013
Wells Fargo April 2013 - August 2013
eBay Inc March 2013 - May 2013
Independent Consultant May 2012 - March 2013
Dassault Systemes January 2008 - May 2012
City of Santa Monica April 2006 - January 2008
First Republic Bank December 2001 - January 2005
entertainment works October 2000 - November 2001
Skills
User Interface Design, Information Architecture, Business Analysis, Content Management, Wireframes, Software Project..., User Experience Design, User Experience, Product Development, CMS, Web Design, Start-ups, User Interface, Agile Methodologies, Film, Drupal, Strategy, Interaction Design, Git, LAMP, Mobile Applications, Software Documentation, Usability Testing, Functional..., Script-writing, Web Development, Usability, HTML 5, E-commerce, Software Requirements, jQuery, Magento, Web Applications, Mobile Devices, Mobile Design, WordPress, Agile Project Management, Axure, Web 2.0, Wire Framing, HTML5, Management, Product Management, Consulting
Education
Stanford University 2012 — 2012
Human Computer Interaction
University of California, Los Angeles 2007 — 2007
Professional Program, Screenwriting
University of California, Los Angeles 2007 — 2007
Professional Program, Producing
IFP North, Minneapolis, MN 2001 — 2001
Certification, Film Production
Minneapolis Telecommunications Network 2000 — 2001
Certification, Video Production
University of Pune 1997 — 1998
Graduate Program, MIS
University of Pune 1990 — 1993
Bachelors, Economics
Facebook April 2014 - January 2015
Intuit September 2013 - April 2014
Skrypton November 2011 - October 2013
Wells Fargo April 2013 - August 2013
eBay Inc March 2013 - May 2013
Independent Consultant May 2012 - March 2013
Dassault Systemes January 2008 - May 2012
City of Santa Monica April 2006 - January 2008
First Republic Bank December 2001 - January 2005
entertainment works October 2000 - November 2001
Skills
User Interface Design, Information Architecture, Business Analysis, Content Management, Wireframes, Software Project..., User Experience Design, User Experience, Product Development, CMS, Web Design, Start-ups, User Interface, Agile Methodologies, Film, Drupal, Strategy, Interaction Design, Git, LAMP, Mobile Applications, Software Documentation, Usability Testing, Functional..., Script-writing, Web Development, Usability, HTML 5, E-commerce, Software Requirements, jQuery, Magento, Web Applications, Mobile Devices, Mobile Design, WordPress, Agile Project Management, Axure, Web 2.0, Wire Framing, HTML5, Management, Product Management, Consulting
Education
Stanford University 2012 — 2012
Human Computer Interaction
University of California, Los Angeles 2007 — 2007
Professional Program, Screenwriting
University of California, Los Angeles 2007 — 2007
Professional Program, Producing
IFP North, Minneapolis, MN 2001 — 2001
Certification, Film Production
Minneapolis Telecommunications Network 2000 — 2001
Certification, Video Production
University of Pune 1997 — 1998
Graduate Program, MIS
University of Pune 1990 — 1993
Bachelors, Economics
Doug Fritz's First Republic Bank Experience August 2013 - Present
Job Chief Technology Officer, Private Wealth Management at First Republic Bank
Industry Investment Management
Experience
First Republic Bank August 2013 - Present
Wells Fargo Wealth Management Group March 2006 - August 2013
Respite and Research for Alzheimer's Disease 2009 - 2010
Evergreen Investments April 2004 - March 2006
BearingPoint January 2001 - March 2004
CSFB 1997 - 2001
Skills
Software Implementation, Investment Management, Investments, Fixed Income, Business Analysis, Financial Risk, Wealth Management..., Process Improvement, Asset Managment, Portfolio Management, Hedge Funds, Wealth Management, Equities, Strategy, Risk Management, Securities, Asset Management, Leadership, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Capital Markets, Project Management, Financial Services, Investment Strategies, Analysis, Banking, Program Management
Education
Southern Illinois University, Carbondale 1992 — 1996
BA, Russian & International Trade
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Arts (BA), Russian & International Trade
First Republic Bank August 2013 - Present
Wells Fargo Wealth Management Group March 2006 - August 2013
Respite and Research for Alzheimer's Disease 2009 - 2010
Evergreen Investments April 2004 - March 2006
BearingPoint January 2001 - March 2004
CSFB 1997 - 2001
Skills
Software Implementation, Investment Management, Investments, Fixed Income, Business Analysis, Financial Risk, Wealth Management..., Process Improvement, Asset Managment, Portfolio Management, Hedge Funds, Wealth Management, Equities, Strategy, Risk Management, Securities, Asset Management, Leadership, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Capital Markets, Project Management, Financial Services, Investment Strategies, Analysis, Banking, Program Management
Education
Southern Illinois University, Carbondale 1992 — 1996
BA, Russian & International Trade
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Arts (BA), Russian & International Trade
Christian G. Felix's First Republic Bank Experience 2002 - 2006
Job AVP: Sales and Strategy: Latino Market Development at MassMutual Financial Services
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
UBS Financial Services Inc. March 2011 - May 2015
Bay Area Surgical Management 2008 - 2010
WellsFargo Bank December 2006 - November 2008
First Republic Bank 2002 - 2006
Skills
Business Development, Credit, Strategy, Investments, Finance, Management, Portfolio Management, Sales, Financial Services, Strategic Planning, Mutual Funds, Banking, Financial Analysis, Financial Planning, Marketing, Retirement Planning, Series 63, Strategic Financial...
Education
Stanford University 2001 — 2002
Masters, Business Organizational Structures
Stanford University 1997 — 2001
Bachelors in Economics
MassMutual Financial Group June 2015 - Present
UBS Financial Services Inc. March 2011 - May 2015
Bay Area Surgical Management 2008 - 2010
WellsFargo Bank December 2006 - November 2008
First Republic Bank 2002 - 2006
Skills
Business Development, Credit, Strategy, Investments, Finance, Management, Portfolio Management, Sales, Financial Services, Strategic Planning, Mutual Funds, Banking, Financial Analysis, Financial Planning, Marketing, Retirement Planning, Series 63, Strategic Financial...
Education
Stanford University 2001 — 2002
Masters, Business Organizational Structures
Stanford University 1997 — 2001
Bachelors in Economics
Steven Cheah's First Republic Bank Experience June 2014 - Present
Job Accounts Analysis Associate at First Republic Bank
Industry Management Consulting
Experience
First Republic Bank June 2014 - Present
Symphony Asset Management April 2014 - May 2014
Morgan Stanley Wealth Management October 2013 - March 2014
JPMorgan Chase April 2009 - October 2013
Education
Southern New Hampshire University 2014 — 2016
Master of Science in Finance
University of California, Davis
Bachelor of Science, Managerial Economics
Skyline College
Business Management
First Republic Bank June 2014 - Present
Symphony Asset Management April 2014 - May 2014
Morgan Stanley Wealth Management October 2013 - March 2014
JPMorgan Chase April 2009 - October 2013
Education
Southern New Hampshire University 2014 — 2016
Master of Science in Finance
University of California, Davis
Bachelor of Science, Managerial Economics
Skyline College
Business Management
Eugene Chen Eugene Chen's First Republic Bank Experience June 2015 - Present
Job Director of Enterprise Collaboration at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
Meagan Coughlin Meagan Coughlin's First Republic Bank Experience July 2010 - Present
Job Assistant Manager, Accounting Policy and Reporting at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2010 - Present
Personal Leave December 2009 - June 2010
Sequoia Capital June 2009 - December 2009
KPMG September 2006 - June 2009
Skills
US GAAP, Financial Reporting, CPA, Sarbanes-Oxley Act, Internal Controls, SEC filings, Accounting, Auditing, Financial Analysis, GAAP, Financial Accounting, Fair Value, XBRL, 10Q, FAS 133, Sarbanes-Oxley, External Audit, Call Report, Risk Based Capital, FAS 5, SOP 03-3
Education
Santa Clara University 2002 — 2006
Bachelor of Science in Commerce, Accounting
Ursuline Academy 1998 — 2002
First Republic Bank July 2010 - Present
Personal Leave December 2009 - June 2010
Sequoia Capital June 2009 - December 2009
KPMG September 2006 - June 2009
Skills
US GAAP, Financial Reporting, CPA, Sarbanes-Oxley Act, Internal Controls, SEC filings, Accounting, Auditing, Financial Analysis, GAAP, Financial Accounting, Fair Value, XBRL, 10Q, FAS 133, Sarbanes-Oxley, External Audit, Call Report, Risk Based Capital, FAS 5, SOP 03-3
Education
Santa Clara University 2002 — 2006
Bachelor of Science in Commerce, Accounting
Ursuline Academy 1998 — 2002
Casey Jiang Casey Jiang's First Republic Bank Experience December 2007 - February 2009
Job Senior Manager, Strategic Partnerships at The Mobile Majority
Industry Marketing and Advertising
Experience
The Mobile Majority June 2015 - Present
The Mobile Majority June 2014 - May 2015
Smaato April 2010 - April 2014
First Republic Bank December 2007 - February 2009
Wells Fargo January 2004 - August 2006
Skills
Salesforce.com, Sales, Marketing, Mobile Marketing, Account Management, Customer Service, Microsoft Excel, PowerPoint, Sales Management, Business Analysis, Data Analysis, Advertising, Online Marketing, Forecasting, Online Advertising, Business Development, Ad Serving, Product Management, Competitive Analysis, Start-ups, PPC, Mobile Advertising, Ad Optimization, Management, Ad Tracking
Education
UC Davis 2002 — 2007
Bachelor of Arts (B.A.), Economics, Communication
Sonoma State University 2001 — 2002
General Studies
The Mobile Majority June 2015 - Present
The Mobile Majority June 2014 - May 2015
Smaato April 2010 - April 2014
First Republic Bank December 2007 - February 2009
Wells Fargo January 2004 - August 2006
Skills
Salesforce.com, Sales, Marketing, Mobile Marketing, Account Management, Customer Service, Microsoft Excel, PowerPoint, Sales Management, Business Analysis, Data Analysis, Advertising, Online Marketing, Forecasting, Online Advertising, Business Development, Ad Serving, Product Management, Competitive Analysis, Start-ups, PPC, Mobile Advertising, Ad Optimization, Management, Ad Tracking
Education
UC Davis 2002 — 2007
Bachelor of Arts (B.A.), Economics, Communication
Sonoma State University 2001 — 2002
General Studies
Jordan Ng Jordan Ng's First Republic Bank Experience January 2013 - April 2014
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley May 2014 - March 2015
First Republic Bank January 2013 - April 2014
Peak View Partners, LLC August 2011 - August 2012
Education
San Jose State University 2007 — 2011
Bachelor of Science, Finance
Merrill Lynch March 2015 - Present
Morgan Stanley May 2014 - March 2015
First Republic Bank January 2013 - April 2014
Peak View Partners, LLC August 2011 - August 2012
Education
San Jose State University 2007 — 2011
Bachelor of Science, Finance
John Frey's First Republic Bank Experience February 2015 - Present
Job Senior Vice President Foreign Exchange Sales at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank August 2013 - February 2015
First Republic Bank August 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Foreign Exchange, FX Hedging, Bloomberg Terminal, FX Spot, Foreign Currency..., Interest Rate Hedging, Social Media, Private Equity
Education
Southern New Hampshire University 2006 — 2010
BS, Business Administration, Minors in Organizational Leadership and Small Business Management
Cushing Academy 2001 — 2005
High School Dipolma, General Studies
First Republic Bank February 2015 - Present
First Republic Bank August 2013 - February 2015
First Republic Bank August 2011 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Foreign Exchange, FX Hedging, Bloomberg Terminal, FX Spot, Foreign Currency..., Interest Rate Hedging, Social Media, Private Equity
Education
Southern New Hampshire University 2006 — 2010
BS, Business Administration, Minors in Organizational Leadership and Small Business Management
Cushing Academy 2001 — 2005
High School Dipolma, General Studies
Eric Glenn's First Republic Bank Experience June 2008 - August 2008
Job Consultant at The World Bank
Industry Financial Services
Experience
The World Bank November 2013 - Present
NeighborWorks America May 2012 - November 2013
Gillis and Associates September 2011 - May 2012
Tripwire July 2009 - September 2009
First Republic Bank June 2008 - August 2008
First Republic Investment Management June 2008 - August 2008
Santa Clara University October 2006 - June 2008
Skills
Research, Investments, Analysis, Spreadsheets, Excel, Microsoft Excel, Finance, Portfolio Management, Data Analysis, Management, Social Media, Budgets, Valuation, Financial Analysis, Microsoft Office, PowerPoint
Education
The George Washington University 2011 — 2013
Master of Science, Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Commerce, Finance
The World Bank November 2013 - Present
NeighborWorks America May 2012 - November 2013
Gillis and Associates September 2011 - May 2012
Tripwire July 2009 - September 2009
First Republic Bank June 2008 - August 2008
First Republic Investment Management June 2008 - August 2008
Santa Clara University October 2006 - June 2008
Skills
Research, Investments, Analysis, Spreadsheets, Excel, Microsoft Excel, Finance, Portfolio Management, Data Analysis, Management, Social Media, Budgets, Valuation, Financial Analysis, Microsoft Office, PowerPoint
Education
The George Washington University 2011 — 2013
Master of Science, Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Commerce, Finance
Erik Lau Erik Lau's First Republic Bank Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
First Republic Bank June 2014 - Present
Education
State University of New York Institute of Technology at Utica/Rome 2009 — 2010
Communication Information Design, New Media Technology
Skyline College 2004 — 2008
Associate of Science, Computer Information Specialist / Systems
Skyline College 2004 — 2008
Associate of Science, Web Development
First Republic Bank June 2014 - Present
Education
State University of New York Institute of Technology at Utica/Rome 2009 — 2010
Communication Information Design, New Media Technology
Skyline College 2004 — 2008
Associate of Science, Computer Information Specialist / Systems
Skyline College 2004 — 2008
Associate of Science, Web Development
Serena Fagan's First Republic Bank Experience July 2014 - November 2014
Job Growth Manager at DoorDash
Industry Marketing and Advertising
Experience
DoorDash April 2015 - Present
Jackson Hole Mountain Resort December 2014 - Present
First Republic Bank July 2014 - November 2014
Andreessen Horowitz June 2013 - December 2013
Wheelz, Inc. October 2011 - January 2013
JPMorgan Chase June 2012 - August 2012
Readyforce March 2012 - June 2012
Talbott Squash Academy June 2011 - July 2011
Skills
Data Analysis, Social Media Marketing, PowerPoint, WordPress, Market Research, Microsoft Excel, Entrepreneurship, Salesforce.com, Bloomberg Terminal, Event Planning, Start-ups, Product Marketing, Blogging, Social Media, Strategic Partnerships, Social Networking, Research, Facebook, Microsoft Word, Twitter, Public Speaking
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Science, Technology and Society
Middlesex School 2006 — 2010
High School diploma with Honors
DoorDash April 2015 - Present
Jackson Hole Mountain Resort December 2014 - Present
First Republic Bank July 2014 - November 2014
Andreessen Horowitz June 2013 - December 2013
Wheelz, Inc. October 2011 - January 2013
JPMorgan Chase June 2012 - August 2012
Readyforce March 2012 - June 2012
Talbott Squash Academy June 2011 - July 2011
Skills
Data Analysis, Social Media Marketing, PowerPoint, WordPress, Market Research, Microsoft Excel, Entrepreneurship, Salesforce.com, Bloomberg Terminal, Event Planning, Start-ups, Product Marketing, Blogging, Social Media, Strategic Partnerships, Social Networking, Research, Facebook, Microsoft Word, Twitter, Public Speaking
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Science, Technology and Society
Middlesex School 2006 — 2010
High School diploma with Honors
Matthew Reader Matthew Reader's First Republic Bank Experience August 2015 - Present
Job Business Banking Credit Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Santa Clara University January 2012 - June 2015
Green Charge Networks June 2014 - September 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance, Class of 2015
First Republic Bank August 2015 - Present
Santa Clara University January 2012 - June 2015
Green Charge Networks June 2014 - September 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance, Class of 2015
Charles Lindgren's First Republic Bank Experience June 2015 - Present
Job
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank June 2013 - December 2014
Franklin Templeton Investments March 2013 - May 2013
Bank of America September 2010 - March 2012
Bank of America June 2003 - September 2010
Charles Schwab & Co., Inc. September 1989 - October 2002
Skills
Project Portfolio..., Software Project..., Product Management, Business Analysis, IT Strategy, Cross-functional Team..., Process Improvement, Program Management, Project Management, Change Management, Product Development, Banking, Business Strategy, Strategic Planning, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Arts (B.A.)
The Blake Schools 1977 — 1983
First Republic Bank June 2015 - Present
First Republic Bank June 2013 - December 2014
Franklin Templeton Investments March 2013 - May 2013
Bank of America September 2010 - March 2012
Bank of America June 2003 - September 2010
Charles Schwab & Co., Inc. September 1989 - October 2002
Skills
Project Portfolio..., Software Project..., Product Management, Business Analysis, IT Strategy, Cross-functional Team..., Process Improvement, Program Management, Project Management, Change Management, Product Development, Banking, Business Strategy, Strategic Planning, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Arts (B.A.)
The Blake Schools 1977 — 1983
Steven Schulman's First Republic Bank Experience January 2015 - Present
Job Director of Real Estate and Unique Assets at First Republic Bank
Industry Real Estate
Experience
First Republic Bank January 2015 - Present
Mechanics Bank May 2007 - January 2015
Wells Fargo Bank - The Private Bank January 2005 - November 2006
Wells Fargo Bank Private Client Services 1993 - 2005
Skills
Investment Properties, Relationship Management, Commercial Real Estate, Real Estate Transactions, Strategic Planning, Negotiation, Trust Services, Risk Management, Real Estate Development
Education
St. John's College (NM)
Master of Arts, Classical Literature
First Republic Bank January 2015 - Present
Mechanics Bank May 2007 - January 2015
Wells Fargo Bank - The Private Bank January 2005 - November 2006
Wells Fargo Bank Private Client Services 1993 - 2005
Skills
Investment Properties, Relationship Management, Commercial Real Estate, Real Estate Transactions, Strategic Planning, Negotiation, Trust Services, Risk Management, Real Estate Development
Education
St. John's College (NM)
Master of Arts, Classical Literature
Jodie Weiss's First Republic Bank Experience September 2010 - Present
Job Account Executive at First Republic Bank
Industry Real Estate
Experience
First Republic Bank September 2010 - Present
California Equity Lenders, Inc. 2008 - 2010
Essential Management, Inc. 2007 - 2008
Education
University of California, Los Angeles 2006 — 2008
Bachelor's degree, Art History
FINRA Series 7 and 63
Marin Country Day School
Marin Country Day School
Marin Country Day School
Santa Monica College
AA, Liberal Arts
First Republic Bank September 2010 - Present
California Equity Lenders, Inc. 2008 - 2010
Essential Management, Inc. 2007 - 2008
Education
University of California, Los Angeles 2006 — 2008
Bachelor's degree, Art History
FINRA Series 7 and 63
Marin Country Day School
Marin Country Day School
Marin Country Day School
Santa Monica College
AA, Liberal Arts
Michelle Goodyear's First Republic Bank Experience 2011 - Present
Job Sr. Benefits Administrator at First Republic Bank
Industry Human Resources
Experience
First Republic Bank 2011 - Present
First Republic Bank 2009 - 2011
First Republic Bank 2008 - 2009
First Republic Bank 2006 - 2008
Nelson Staffing 2003 - 2006
Nelson Staffing 2001 - 2003
Nelson Staffing 2000 - 2001
Skills
Vendor Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Employee Relations, Benefits Administration, Human Resources, Onboarding, HRIS, Recruiting, Banking, Customer Service, Management, New Hire Orientations, Payroll
Education
Sonoma State University
Bachelor's Degree, Art History, Minor in Business Administration
College Park High School 1991 — 1995
First Republic Bank 2011 - Present
First Republic Bank 2009 - 2011
First Republic Bank 2008 - 2009
First Republic Bank 2006 - 2008
Nelson Staffing 2003 - 2006
Nelson Staffing 2001 - 2003
Nelson Staffing 2000 - 2001
Skills
Vendor Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Employee Relations, Benefits Administration, Human Resources, Onboarding, HRIS, Recruiting, Banking, Customer Service, Management, New Hire Orientations, Payroll
Education
Sonoma State University
Bachelor's Degree, Art History, Minor in Business Administration
College Park High School 1991 — 1995
Simi Dhall, CFP®'s First Republic Bank Experience 2004 - 2006
Job Senior Relationship Manager at Peninsula Wealth
Industry Investment Management
Experience
Peninsula Wealth, LLC October 2013 - Present
BluePointe Capital Management April 2011 - March 2013
Wells Fargo Bank June 2006 - June 2010
First Republic Bank 2004 - 2006
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Investments, Fixed Income, Valuation, Mutual Funds, Asset Allocation, Due Diligence, Investment Management, Emerging Markets, Bonds, Wealth Management..., Hedge Funds, Management, Asset Management, Wealth Management, Alternative Investments, High Net Worth..., Investment Strategies, Securities
Education
UC Berkeley Extension 2005 — 2007
Personal Financial Planning
San Jose State University 1997 — 2001
Bachelor of Science, International Business
Convent of Jesus and Mary
Peninsula Wealth, LLC October 2013 - Present
BluePointe Capital Management April 2011 - March 2013
Wells Fargo Bank June 2006 - June 2010
First Republic Bank 2004 - 2006
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Investments, Fixed Income, Valuation, Mutual Funds, Asset Allocation, Due Diligence, Investment Management, Emerging Markets, Bonds, Wealth Management..., Hedge Funds, Management, Asset Management, Wealth Management, Alternative Investments, High Net Worth..., Investment Strategies, Securities
Education
UC Berkeley Extension 2005 — 2007
Personal Financial Planning
San Jose State University 1997 — 2001
Bachelor of Science, International Business
Convent of Jesus and Mary
Nancy Damaschino's First Republic Bank Experience 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank 2010 - Present
Blackhawk Network March 2007 - November 2007
Barclays Global Investors September 2006 - February 2007
Blackhawk Network (through ISTS Worldwide Inc.) 2007 - 2007
Federal Home Loan Bank of San Francisco February 2006 - September 2006
Charles Schwab September 2003 - July 2005
Charles Schwab September 1978 - April 2000
Education
San Jose State University 1971 — 1973
First Republic Bank 2010 - Present
Blackhawk Network March 2007 - November 2007
Barclays Global Investors September 2006 - February 2007
Blackhawk Network (through ISTS Worldwide Inc.) 2007 - 2007
Federal Home Loan Bank of San Francisco February 2006 - September 2006
Charles Schwab September 2003 - July 2005
Charles Schwab September 1978 - April 2000
Education
San Jose State University 1971 — 1973
Andrew Yamada's First Republic Bank Experience April 2012 - Present
Job Loan Specialist at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2012 - Present
Heritage Bank of Commerce March 2010 - March 2012
Heritage bank of Commerce May 2007 - March 2010
Education
San Jose State University 2001 — 2006
First Republic Bank April 2012 - Present
Heritage Bank of Commerce March 2010 - March 2012
Heritage bank of Commerce May 2007 - March 2010
Education
San Jose State University 2001 — 2006
Vernon Huang's First Republic Bank Experience May 2012 - Present
Job Client System Engineer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2012 - Present
First Republic Bank October 2008 - May 2012
Fisher Investments April 2004 - October 2008
Skills
BMC Remedy, Active Directory, Group Policy..., Disaster Recovery, VMware, Asset Managment, Vendor Management, Microsoft Exchange, Data Migration, Virtualization, Technical Support, Software Documentation, Business Continuity, SCCM, Scripting, IT Service Management, Cloud Computing, VBScript, Group Policy, Security, Windows Server, DNS, XP, Servers, Windows 7, Laptops, VMware ESX, Data Center, System Administration, Desktop Computers, IT Management, VPN, System Deployment, ITIL, Asset Management, SharePoint
Education
San Jose State University 1999 — 2004
BS in computer science
First Republic Bank May 2012 - Present
First Republic Bank October 2008 - May 2012
Fisher Investments April 2004 - October 2008
Skills
BMC Remedy, Active Directory, Group Policy..., Disaster Recovery, VMware, Asset Managment, Vendor Management, Microsoft Exchange, Data Migration, Virtualization, Technical Support, Software Documentation, Business Continuity, SCCM, Scripting, IT Service Management, Cloud Computing, VBScript, Group Policy, Security, Windows Server, DNS, XP, Servers, Windows 7, Laptops, VMware ESX, Data Center, System Administration, Desktop Computers, IT Management, VPN, System Deployment, ITIL, Asset Management, SharePoint
Education
San Jose State University 1999 — 2004
BS in computer science
Michael Ahmed's First Republic Bank Experience July 2012 - Present
Job Extensive Small Business Experience. Preferred Banking Office Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2012 - Present
Citibank, N.A. February 2011 - March 2012
Citibank August 2007 - January 2011
Citibank November 2004 - July 2007
Skills
Banking, Customer Service, Leadership, Portfolio Management, Commercial Banking, Coaching, Loans, Finance, Small Business Lending, Commercial Lending, Financial Services, Customer Acquisition, CRM, Sales, Team Leadership, Team Building, Strategic Financial..., Customer Satisfaction, Time Management, Cross Selling, Mortgage Lending, Consumer Lending, Accounting, Teamwork, Business Planning, Financial Planning, Organizing, Hiring, Team Management, Building Customer...
Education
State University of New York at New Paltz 2000 — 2004
Bachelor's degree, Industrial and Organizational Psychology
Monsignor Farrell 1997 — 2000
H.S. Diploma, Universal
First Republic Bank July 2012 - Present
Citibank, N.A. February 2011 - March 2012
Citibank August 2007 - January 2011
Citibank November 2004 - July 2007
Skills
Banking, Customer Service, Leadership, Portfolio Management, Commercial Banking, Coaching, Loans, Finance, Small Business Lending, Commercial Lending, Financial Services, Customer Acquisition, CRM, Sales, Team Leadership, Team Building, Strategic Financial..., Customer Satisfaction, Time Management, Cross Selling, Mortgage Lending, Consumer Lending, Accounting, Teamwork, Business Planning, Financial Planning, Organizing, Hiring, Team Management, Building Customer...
Education
State University of New York at New Paltz 2000 — 2004
Bachelor's degree, Industrial and Organizational Psychology
Monsignor Farrell 1997 — 2000
H.S. Diploma, Universal
Nicole D. Rains's First Republic Bank Experience July 2012 - Present
Job at
Industry Financial Services
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Bank July 2012 - Present
First Republic Investment Management November 2011 - Present
First Republic Bank November 2011 - Present
First Republic Bank June 2011 - November 2011
Ludwig & Fawcett, Inc. August 2009 - June 2011
Skills
Wealth Management
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology
First Republic Private Wealth Management February 2015 - Present
First Republic Bank July 2012 - Present
First Republic Investment Management November 2011 - Present
First Republic Bank November 2011 - Present
First Republic Bank June 2011 - November 2011
Ludwig & Fawcett, Inc. August 2009 - June 2011
Skills
Wealth Management
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology
Julie Bahret's First Republic Bank Experience 2013 - 2014
Job Lawyer
Industry Legal Services
Experience
Julie Bahret, Attorney-at-Law June 2014 - Present
First Republic Bank 2013 - 2014
Kilpatrick Townsend & Stockton LLP 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Allen Matkins 2007 - 2009
DLA Piper 2005 - 2006
The Krausz Companies, Inc. 1999 - 2005
Mintz Levin 1992 - 1997
Superior Court of Massachusetts 1990 - 1992
Skills
Commercial Litigation, Real Estate, Civil Litigation, Real Estate Transactions, Due Diligence, Litigation, Disposition, Commercial Real Estate, Corporate Law, Legal Research, Joint Ventures, Trials
Education
Stetson University College of Law 1987 — 1990
Magna Cum Laude – J.D., Law
University of Florida
Magna Cum Laude - B.A., Cultural Anthropology and Environmental Studies
Julie Bahret, Attorney-at-Law June 2014 - Present
First Republic Bank 2013 - 2014
Kilpatrick Townsend & Stockton LLP 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Allen Matkins 2007 - 2009
DLA Piper 2005 - 2006
The Krausz Companies, Inc. 1999 - 2005
Mintz Levin 1992 - 1997
Superior Court of Massachusetts 1990 - 1992
Skills
Commercial Litigation, Real Estate, Civil Litigation, Real Estate Transactions, Due Diligence, Litigation, Disposition, Commercial Real Estate, Corporate Law, Legal Research, Joint Ventures, Trials
Education
Stetson University College of Law 1987 — 1990
Magna Cum Laude – J.D., Law
University of Florida
Magna Cum Laude - B.A., Cultural Anthropology and Environmental Studies
Calvin L. Tong's First Republic Bank Experience August 2009 - March 2010
Job SALES MANAGER at Wells Fargo Home Mortgage NMLSR ID#460019
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2010 - Present
First Republic Bank August 2009 - March 2010
Countrywide Financial Corporation February 1998 - November 2007
Avco Financial Services January 1991 - January 1997
Skills
Banking, Risk Management, Financial Services, Relationship Management, Vendor Management, Retail Banking, Financial Analysis, Financial Risk, Process Improvement, Finance, Credit Cards, Management, Project Management
Education
San Jose State University
BS, Business Administration - Marketing
Wells Fargo Home Mortgage April 2010 - Present
First Republic Bank August 2009 - March 2010
Countrywide Financial Corporation February 1998 - November 2007
Avco Financial Services January 1991 - January 1997
Skills
Banking, Risk Management, Financial Services, Relationship Management, Vendor Management, Retail Banking, Financial Analysis, Financial Risk, Process Improvement, Finance, Credit Cards, Management, Project Management
Education
San Jose State University
BS, Business Administration - Marketing
Mollie Richardson's First Republic Bank Experience July 2013 - Present
Job SVP, Deputy Chief Administrative Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2013 - Present
First Republic Bank January 2010 - July 2013
First Republic Bank May 2008 - January 2010
First Republic Bank January 2004 - January 2008
First Republic Bank June 2003 - January 2004
Boston Life Sciences January 2001 - January 2003
Education
Harvard Business School Advanced Management Program 2013 — 2013
Sonoma State University 1997 — 2001
Bachelor of Arts (B.A.)
Parker School 1994 — 1997
High School Diploma
Le Jardin Academy
Le Jardin Academy
First Republic Bank July 2013 - Present
First Republic Bank January 2010 - July 2013
First Republic Bank May 2008 - January 2010
First Republic Bank January 2004 - January 2008
First Republic Bank June 2003 - January 2004
Boston Life Sciences January 2001 - January 2003
Education
Harvard Business School Advanced Management Program 2013 — 2013
Sonoma State University 1997 — 2001
Bachelor of Arts (B.A.)
Parker School 1994 — 1997
High School Diploma
Le Jardin Academy
Le Jardin Academy
Frank Vicari's First Republic Bank Experience August 2010 - Present
Job Telecom Engineer at First Republic Bank
Industry Telecommunications
Experience
First Republic Bank August 2010 - Present
Teltronics Inc. 2000 - January 2011
Harris 1991 - 2000
Skills
Telecommunications, Program Management, Integration, VoIP, Vendor Management, Project Management, Leadership, IT Management, Solution Architecture, Troubleshooting, Data Center, Process Improvement, Product Management, Windows, Software Development, IP, Project Planning, Cross-functional Team..., Customer Service, Team Building, Business Development, TCP/IP, Call Centers, Visio, Security, Unified Communications, Networking, SIP, Cloud Computing, Mobile Devices, Wireless, Cisco Technologies, Business Analysis, CRM, Disaster Recovery, SDLC, SaaS, Technical Support, System Deployment, Software Project..., Network Design
Education
State University of New York Empire State College 2006 — 2009
BS, Business, Management and Economics
First Republic Bank August 2010 - Present
Teltronics Inc. 2000 - January 2011
Harris 1991 - 2000
Skills
Telecommunications, Program Management, Integration, VoIP, Vendor Management, Project Management, Leadership, IT Management, Solution Architecture, Troubleshooting, Data Center, Process Improvement, Product Management, Windows, Software Development, IP, Project Planning, Cross-functional Team..., Customer Service, Team Building, Business Development, TCP/IP, Call Centers, Visio, Security, Unified Communications, Networking, SIP, Cloud Computing, Mobile Devices, Wireless, Cisco Technologies, Business Analysis, CRM, Disaster Recovery, SDLC, SaaS, Technical Support, System Deployment, Software Project..., Network Design
Education
State University of New York Empire State College 2006 — 2009
BS, Business, Management and Economics
Melissa Lathram's First Republic Bank Experience October 2004 - July 2007
Job MBA. Sociolgy, English, and finance background
Industry Banking
Experience
Integrity Tax January 2013 - Present
Cal-Western Reconveyance January 2010 - January 2011
US Bank August 2007 - May 2009
First Republic Bank October 2004 - July 2007
Wells Fargo September 2003 - October 2004
Skills
Consumer Lending, Loans, Credit, Banking, Risk Management, Customer Service, Cross Selling, Retail Banking, Lines Of Credit, Deposits, Outlook, Microsoft Excel, Branch Banking, Branch Management, Cash Management, Home Equity Lines of..., Leadership, Credit Analysis
Education
University of Phoenix 2006 — 2007
MBA, Business
Sonoma State University 1998 — 2003
BA, Sociology and English
Integrity Tax January 2013 - Present
Cal-Western Reconveyance January 2010 - January 2011
US Bank August 2007 - May 2009
First Republic Bank October 2004 - July 2007
Wells Fargo September 2003 - October 2004
Skills
Consumer Lending, Loans, Credit, Banking, Risk Management, Customer Service, Cross Selling, Retail Banking, Lines Of Credit, Deposits, Outlook, Microsoft Excel, Branch Banking, Branch Management, Cash Management, Home Equity Lines of..., Leadership, Credit Analysis
Education
University of Phoenix 2006 — 2007
MBA, Business
Sonoma State University 1998 — 2003
BA, Sociology and English
Jack Tyler's First Republic Bank Experience May 2008 - Present
Job Auditing and Inventory
Industry Accounting
Experience
First Republic Bank May 2008 - Present
Century Theatres July 2000 - December 2006
Century Theatres March 1995 - July 2000
Education
Solano Community College
N/A, General Education
First Republic Bank May 2008 - Present
Century Theatres July 2000 - December 2006
Century Theatres March 1995 - July 2000
Education
Solano Community College
N/A, General Education
Neelima Gummadi's First Republic Bank Experience May 2011 - April 2014
Job Data Support at Workday
Industry Computer Software
Experience
Workday April 2015 - Present
First Republic Bank May 2011 - April 2014
Art.com August 2009 - December 2010
Gymboree October 2007 - January 2009
AT&T February 2006 - August 2007
Skills
Microstrategy, SQL Loader, Business Objects, Oracle E-Business Suite, Unix, Databases, Unix Shell Scripting, GL, Microsoft SQL Server, Oracle Reports, Purchase Orders, Operating Systems, Accounts Payable, MS-DOS, Accounts Receivable, Retail, Financial Analysis, RMS, Appworx, Oracle Applications
Education
Texas A&M University-Kingsville 2004 — 2005
M.S, Electricals and Computers
Sathyabama University 2000 — 2004
B.E, E.C.E
Workday April 2015 - Present
First Republic Bank May 2011 - April 2014
Art.com August 2009 - December 2010
Gymboree October 2007 - January 2009
AT&T February 2006 - August 2007
Skills
Microstrategy, SQL Loader, Business Objects, Oracle E-Business Suite, Unix, Databases, Unix Shell Scripting, GL, Microsoft SQL Server, Oracle Reports, Purchase Orders, Operating Systems, Accounts Payable, MS-DOS, Accounts Receivable, Retail, Financial Analysis, RMS, Appworx, Oracle Applications
Education
Texas A&M University-Kingsville 2004 — 2005
M.S, Electricals and Computers
Sathyabama University 2000 — 2004
B.E, E.C.E
Shellie Keaveney's First Republic Bank Experience July 2013 - October 2013
Job Senior Manager Internal Audit at Workday
Industry Computer Software
Experience
Workday April 2015 - Present
Workday November 2013 - April 2015
First Republic Bank July 2013 - October 2013
First Republic Bank January 2011 - June 2013
First Republic Bank March 2010 - December 2010
Lindquist LLP January 2009 - February 2010
U.S. Bank (formerly California Bancshares, Inc.) January 1987 - October 1998
Skills
Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Banking, Financial Accounting, Due Diligence, Operational Risk, Accounting, Business Process, Financial Risk, Enterprise Risk..., Governance, Sarbanes-Oxley, Retail Banking, IT Audit, Financial Services, Management, Risk Assessment
Education
Santa Clara University
Bachelor of Science (BS), Finance
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP) Program, Accounting
Workday April 2015 - Present
Workday November 2013 - April 2015
First Republic Bank July 2013 - October 2013
First Republic Bank January 2011 - June 2013
First Republic Bank March 2010 - December 2010
Lindquist LLP January 2009 - February 2010
U.S. Bank (formerly California Bancshares, Inc.) January 1987 - October 1998
Skills
Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Banking, Financial Accounting, Due Diligence, Operational Risk, Accounting, Business Process, Financial Risk, Enterprise Risk..., Governance, Sarbanes-Oxley, Retail Banking, IT Audit, Financial Services, Management, Risk Assessment
Education
Santa Clara University
Bachelor of Science (BS), Finance
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP) Program, Accounting
Karen Lescinskas's First Republic Bank Experience August 2015 - Present
Job Senior Client Service Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
BNY Mellon Wealth Management May 2003 - May 2014
BNY Mellon January 2001 - May 2003
BNY Mellon October 1998 - December 2000
CNA Insurance July 1995 - October 1998
Skills
Real Estate, Investments, Mortgage Lending, Loan Origination, Loans, Private Banking, High Net Worth..., Training, Cross Selling, Leadership, Banking, Commercial Lending, Mortgage Underwriting, Underwriting, Management, Cross Functional Team..., Portfolio Management, Credit, Software Documentation, Sales, Customer Service, Credit Analysis
Education
Stonehill College
BA, Elementary Education
First Republic Bank August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
BNY Mellon Wealth Management May 2003 - May 2014
BNY Mellon January 2001 - May 2003
BNY Mellon October 1998 - December 2000
CNA Insurance July 1995 - October 1998
Skills
Real Estate, Investments, Mortgage Lending, Loan Origination, Loans, Private Banking, High Net Worth..., Training, Cross Selling, Leadership, Banking, Commercial Lending, Mortgage Underwriting, Underwriting, Management, Cross Functional Team..., Portfolio Management, Credit, Software Documentation, Sales, Customer Service, Credit Analysis
Education
Stonehill College
BA, Elementary Education
Ken Parkin, PMP, ACP's First Republic Bank Experience September 2000 - February 2014
Job Senior Delivery Manager at Autodesk
Industry Financial Services
Experience
Autodesk October 2014 - Present
Autodesk February 2014 - October 2014
First Republic Bank September 2000 - February 2014
IKON Office Solutions 1995 - 2000
Executone 1991 - 1995
Skills
Microsoft Technologies, Disaster Recovery, Vendor Management, Data Center, IT Management, Business Continuity, Integration, IT Strategy, Active Directory, Information Technology, System Deployment, Enterprise Architecture, Virtualization, IT Operations, Troubleshooting, System Administration, Infrastructure, Cross-functional Team..., Software Documentation, Telecommunications, Leadership, Project Management, SDLC, Team Leadership, Program Management, PMP, VoIP, Storage, Information Security, Enterprise Software, Security, Management, ITIL, Software Installation, SaaS, IT Service Management, Networking
Education
ITIL Foundation 2011 2013 — 2013
Certification
American Management Association
Project Management Professional (PMP)
PMI
Agile Certified Practitioner (PMI-ACP)
Southern Utah University
Bachelor of Science, Electronic Technology (Industrial Arts)
Autodesk October 2014 - Present
Autodesk February 2014 - October 2014
First Republic Bank September 2000 - February 2014
IKON Office Solutions 1995 - 2000
Executone 1991 - 1995
Skills
Microsoft Technologies, Disaster Recovery, Vendor Management, Data Center, IT Management, Business Continuity, Integration, IT Strategy, Active Directory, Information Technology, System Deployment, Enterprise Architecture, Virtualization, IT Operations, Troubleshooting, System Administration, Infrastructure, Cross-functional Team..., Software Documentation, Telecommunications, Leadership, Project Management, SDLC, Team Leadership, Program Management, PMP, VoIP, Storage, Information Security, Enterprise Software, Security, Management, ITIL, Software Installation, SaaS, IT Service Management, Networking
Education
ITIL Foundation 2011 2013 — 2013
Certification
American Management Association
Project Management Professional (PMP)
PMI
Agile Certified Practitioner (PMI-ACP)
Southern Utah University
Bachelor of Science, Electronic Technology (Industrial Arts)
Roman Scotch's First Republic Bank Experience February 2015 - Present
Job First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
US Capital Partners February 2014 - February 2015
NAI Aguer Havelock July 2012 - January 2014
Irish Communications May 2011 - July 2012
Irish Communications May 2009 - May 2011
Portico Development LLC November 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Financial Analysis, English, Research, Data Analysis, Sales, CRM
Education
Santa Clara University 2014 — 2017
Master of Business Administration (M.B.A.), Financial Analytics, 3.65 GPA
University of California, Davis
Bachelor's degree, Economics and Communications
First Republic Bank February 2015 - Present
US Capital Partners February 2014 - February 2015
NAI Aguer Havelock July 2012 - January 2014
Irish Communications May 2011 - July 2012
Irish Communications May 2009 - May 2011
Portico Development LLC November 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Financial Analysis, English, Research, Data Analysis, Sales, CRM
Education
Santa Clara University 2014 — 2017
Master of Business Administration (M.B.A.), Financial Analytics, 3.65 GPA
University of California, Davis
Bachelor's degree, Economics and Communications
Paul Kye's First Republic Bank Experience Inside SalesAir France KLM1993 - 1995
Job Relationship Manager Construction Lending Group at First Republic Bank
Industry Banking
Experience
First Republic Bank Inside SalesAir France KLM1993 - 1995
Skills
Commercial Lending, Private Banking
Education
Stony Brook University 1989 — 1992
BA
First Republic Bank Inside SalesAir France KLM1993 - 1995
Skills
Commercial Lending, Private Banking
Education
Stony Brook University 1989 — 1992
BA
Nathan Brookshire's First Republic Bank Experience October 2001 - January 2007
Job Investor, Entrepreneur, Strategic Advisor
Industry Internet
Experience
Self-Employed February 2015 - Present
Netflix November 2013 - February 2015
Warner Bros. Entertainment Group of Companies May 2013 - November 2013
Barclays Capital August 2010 - May 2013
Oleet & Co. 2009 - 2009
First Republic Bank October 2001 - January 2007
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Strategy, Corporate Development, Business Development, Corporate Finance, Venture Capital, Film and Television, New Media, Mergers & Acquisitions, Investments, Analysis, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Stanford University 1997 — 2001
BA, Human Biology
Self-Employed February 2015 - Present
Netflix November 2013 - February 2015
Warner Bros. Entertainment Group of Companies May 2013 - November 2013
Barclays Capital August 2010 - May 2013
Oleet & Co. 2009 - 2009
First Republic Bank October 2001 - January 2007
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Strategy, Corporate Development, Business Development, Corporate Finance, Venture Capital, Film and Television, New Media, Mergers & Acquisitions, Investments, Analysis, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Stanford University 1997 — 2001
BA, Human Biology
David Stringer's First Republic Bank Experience October 2008 - May 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Amazon June 2015 - August 2015
Golden Gate Capital August 2012 - July 2014
Audax Group August 2010 - July 2012
TIBCO Software Inc. 2009 - 2010
First Republic Bank October 2008 - May 2009
Yuma Scorpions, Southern Illinois Miners 2008 - 2009
Skills
Financial Modeling, Financial Analysis, PowerPoint, Business Development, Microsoft Excel, Due Diligence, Marketing, Valuation, Venture Capital, Investments, Leadership
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2004 — 2008
B.S., Mathematical & Computational Sciences
Palo Alto High School 2000 — 2004
Amazon June 2015 - August 2015
Golden Gate Capital August 2012 - July 2014
Audax Group August 2010 - July 2012
TIBCO Software Inc. 2009 - 2010
First Republic Bank October 2008 - May 2009
Yuma Scorpions, Southern Illinois Miners 2008 - 2009
Skills
Financial Modeling, Financial Analysis, PowerPoint, Business Development, Microsoft Excel, Due Diligence, Marketing, Valuation, Venture Capital, Investments, Leadership
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2004 — 2008
B.S., Mathematical & Computational Sciences
Palo Alto High School 2000 — 2004
Prasad. Banala's First Republic Bank Experience November 2013 - July 2015
Job Senior Architect Test Automation at Macys systems &Technology
Industry Information Technology and Services
Experience
Macys systems and technology July 2015 - Present
First Republic Bank November 2013 - July 2015
Wipro Technologies September 2007 - November 2013
Symphony Teleca 2006 - 2007
Mphasis August 2005 - October 2006
IBM 2003 - 2005
Skills
Agile Methodologies, Test Automation, Quality Center, Unix, Testing, SQL, Java, Scrum, QTP, .NET, Visual Studio, Integration, Selenium, LoadRunner, VBScript, Quality Assurance, Test Management, JavaScript, Test Planning, SDLC, Requirements Analysis, Web Services, User Acceptance Testing, Regression Testing, System Testing, Manual Testing, Solution Architecture, HP Quality Center
Education
Sri Krishnadevaraya University 2001 — 2003
Master of Business Administration (M.B.A.), Computer Systems and Marketing, A
Geeni Computer Education 1999 — 2001
POST GRADUATE DIPLOMA IN IT & Management, Information Technology Project Management, A
Geeni Computer Education 1998 — 1999
POST GRADUATE DIPLOMA IN COMPUTER APPLICATIONS, Computer Programming, Specific Applications, A
Sri Venkateswara University 1994 — 1997
Bachelor’s Degree, Maths, Physics and Chemistry (M.P.C)
Board of Intermediate Education 1993 — 1994
Intermediate ( 10 + 2), Maths, Physics and Chemistry, A
Board of Secondary Education 1992 — 1993
10th Class, General Studies, A
Macys systems and technology July 2015 - Present
First Republic Bank November 2013 - July 2015
Wipro Technologies September 2007 - November 2013
Symphony Teleca 2006 - 2007
Mphasis August 2005 - October 2006
IBM 2003 - 2005
Skills
Agile Methodologies, Test Automation, Quality Center, Unix, Testing, SQL, Java, Scrum, QTP, .NET, Visual Studio, Integration, Selenium, LoadRunner, VBScript, Quality Assurance, Test Management, JavaScript, Test Planning, SDLC, Requirements Analysis, Web Services, User Acceptance Testing, Regression Testing, System Testing, Manual Testing, Solution Architecture, HP Quality Center
Education
Sri Krishnadevaraya University 2001 — 2003
Master of Business Administration (M.B.A.), Computer Systems and Marketing, A
Geeni Computer Education 1999 — 2001
POST GRADUATE DIPLOMA IN IT & Management, Information Technology Project Management, A
Geeni Computer Education 1998 — 1999
POST GRADUATE DIPLOMA IN COMPUTER APPLICATIONS, Computer Programming, Specific Applications, A
Sri Venkateswara University 1994 — 1997
Bachelor’s Degree, Maths, Physics and Chemistry (M.P.C)
Board of Intermediate Education 1993 — 1994
Intermediate ( 10 + 2), Maths, Physics and Chemistry, A
Board of Secondary Education 1992 — 1993
10th Class, General Studies, A
Lina Li's First Republic Bank Experience November 2013 - April 2015
Job Merrill Lynch Banking Advisor
Industry Banking
Experience
Merrill Lynch April 2015 - Present
First Republic Bank November 2013 - April 2015
Bank of America October 2012 - November 2013
Bank of America July 2010 - October 2012
Bank of America April 2007 - July 2010
Bank of America August 2005 - April 2007
Longs Drugs June 2001 - August 2005
Skills
Financial Analysis, Loans, Microsoft Excel, Accounting, Customer Service, Retail Banking, Outlook, Team Building, Risk Management, Banking, Business Strategy, Retail, Consumer Lending, Team Leadership, Auditing, Microsoft Word, Branch Management, Lines Of Credit, Deposits, Internal Controls, Credit Cards, Cross Selling, Relationship Management, Financial Services, Branch Banking, Financial Risk, Small Business Lending
Education
San Jose State University 2004 — 2010
BS, Business Administration, Concentration in Accounting
Merrill Lynch April 2015 - Present
First Republic Bank November 2013 - April 2015
Bank of America October 2012 - November 2013
Bank of America July 2010 - October 2012
Bank of America April 2007 - July 2010
Bank of America August 2005 - April 2007
Longs Drugs June 2001 - August 2005
Skills
Financial Analysis, Loans, Microsoft Excel, Accounting, Customer Service, Retail Banking, Outlook, Team Building, Risk Management, Banking, Business Strategy, Retail, Consumer Lending, Team Leadership, Auditing, Microsoft Word, Branch Management, Lines Of Credit, Deposits, Internal Controls, Credit Cards, Cross Selling, Relationship Management, Financial Services, Branch Banking, Financial Risk, Small Business Lending
Education
San Jose State University 2004 — 2010
BS, Business Administration, Concentration in Accounting
Jose R Gomez Montero's First Republic Bank Experience September 2015 - Present
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank September 2015 - Present
Hughes Hubbard & Reed LLP August 2012 - September 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 2011 - August 2012
Debevoise & Plimpton December 2005 - January 2011
Skandinaviska Enskilda Banken 2000 - 2005
Skandinaviska Enskilda Banken AB (Publ), New York Branch 2000 - 2005
Skills
Active Directory, Troubleshooting, Disaster Recovery, Windows Server, Data Center, Networking, Citrix, Information Technology, System Administration, IT Management, Management
Education
Stevens Institute of Technology 2004 — 2006
Masters, Information Technology Management
Stevens Institute of Technology
Computer/Information Technology Administration and Management
First Republic Bank September 2015 - Present
Hughes Hubbard & Reed LLP August 2012 - September 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 2011 - August 2012
Debevoise & Plimpton December 2005 - January 2011
Skandinaviska Enskilda Banken 2000 - 2005
Skandinaviska Enskilda Banken AB (Publ), New York Branch 2000 - 2005
Skills
Active Directory, Troubleshooting, Disaster Recovery, Windows Server, Data Center, Networking, Citrix, Information Technology, System Administration, IT Management, Management
Education
Stevens Institute of Technology 2004 — 2006
Masters, Information Technology Management
Stevens Institute of Technology
Computer/Information Technology Administration and Management
Howard von Rothstein, PMP's First Republic Bank Experience December 2013 - Present
Job Project Manager at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank December 2013 - Present
Genomic Health June 2012 - March 2013
Kaiser Permanente November 2011 - April 2012
Genentech May 2010 - December 2010
Bayer Business Services April 2000 - December 2009
STA America Inc. April 1999 - January 2000
UCSF Stanford Health Care April 1997 - April 1999
Kaiser Permanente Information Services June 1989 - April 1997
Skills
Project Management, Integration, PMP, Software Documentation, Business Analysis, Software Development, Management, IT Service Management, Oracle, Leadership, Testing, Analysis, SAP, Databases, Team Management, Information Technology, SDLC, Requirements Analysis, Software Project..., MS Project, Vendor Management, PMO, Program Management, SharePoint, Project Portfolio..., IT Management, Business Process, Business Intelligence, IT Strategy
Education
San Jose State University 1967 — 1973
BA, Psych. Also Business, Computer Science
First Republic Bank December 2013 - Present
Genomic Health June 2012 - March 2013
Kaiser Permanente November 2011 - April 2012
Genentech May 2010 - December 2010
Bayer Business Services April 2000 - December 2009
STA America Inc. April 1999 - January 2000
UCSF Stanford Health Care April 1997 - April 1999
Kaiser Permanente Information Services June 1989 - April 1997
Skills
Project Management, Integration, PMP, Software Documentation, Business Analysis, Software Development, Management, IT Service Management, Oracle, Leadership, Testing, Analysis, SAP, Databases, Team Management, Information Technology, SDLC, Requirements Analysis, Software Project..., MS Project, Vendor Management, PMO, Program Management, SharePoint, Project Portfolio..., IT Management, Business Process, Business Intelligence, IT Strategy
Education
San Jose State University 1967 — 1973
BA, Psych. Also Business, Computer Science
Juanita Johnson's First Republic Bank Experience June 2010 - June 2011
Job SharePoint/.net Developer at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente September 2014 - Present
Morrison & Foerster LLP November 2012 - July 2014
Advantis Global Services November 2012 - February 2013
Trinchero Family Estates June 2011 - November 2012
First Republic Bank June 2010 - June 2011
Purple Communications, Inc September 2008 - March 2010
Cology Inc. June 2006 - September 2008
Reyn Spooner, Inc. March 2005 - June 2006
Cology, Inc. June 2004 - March 2005
Wachovia Education Finance January 1999 - May 2004
Skills
SharePoint, SharePoint Designer, InfoPath Forms, Visual Studio, ASP.NET, Microsoft SQL Server, C#, Web Applications, Software Development, Databases, Testing, JavaScript, Web Services, Integration, Business Analysis
Education
Sonoma State University
B.S., Math, Computer Science
Kaiser Permanente September 2014 - Present
Morrison & Foerster LLP November 2012 - July 2014
Advantis Global Services November 2012 - February 2013
Trinchero Family Estates June 2011 - November 2012
First Republic Bank June 2010 - June 2011
Purple Communications, Inc September 2008 - March 2010
Cology Inc. June 2006 - September 2008
Reyn Spooner, Inc. March 2005 - June 2006
Cology, Inc. June 2004 - March 2005
Wachovia Education Finance January 1999 - May 2004
Skills
SharePoint, SharePoint Designer, InfoPath Forms, Visual Studio, ASP.NET, Microsoft SQL Server, C#, Web Applications, Software Development, Databases, Testing, JavaScript, Web Services, Integration, Business Analysis
Education
Sonoma State University
B.S., Math, Computer Science
Ryann Derrama's First Republic Bank Experience June 2006 - September 2008
Job Owner at Paratransit Provider
Industry Transportation/Trucking/Railroad
Experience
Paratransit Provider September 2008 - Present
First Republic Bank June 2006 - September 2008
HEAFEY LAW LIBRARY March 2006 - January 2007
HOME THEATER April 2004 - November 2005
Education
Santa Clara University - Leavey School of Business
BACHELOR OF SCIENCE, COMMERCE
Paratransit Provider September 2008 - Present
First Republic Bank June 2006 - September 2008
HEAFEY LAW LIBRARY March 2006 - January 2007
HOME THEATER April 2004 - November 2005
Education
Santa Clara University - Leavey School of Business
BACHELOR OF SCIENCE, COMMERCE
Kathryn Geraghty, CFP®'s First Republic Bank Experience June 2013 - Present
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Bank June 2013 - Present
First Republic Bank May 2011 - June 2013
First Republic Bank July 2010 - May 2011
First Republic Bank June 2009 - July 2010
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Zephyr Style Advisor, Morningstar Direct, WealthTec, CRM, Investment Management
Education
University of Southern California - Marshall School of Business 2006 — 2010
BS, Business Administration
Singapore Management University 2009 — 2009
First Republic Bank June 2013 - Present
First Republic Bank May 2011 - June 2013
First Republic Bank July 2010 - May 2011
First Republic Bank June 2009 - July 2010
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Zephyr Style Advisor, Morningstar Direct, WealthTec, CRM, Investment Management
Education
University of Southern California - Marshall School of Business 2006 — 2010
BS, Business Administration
Singapore Management University 2009 — 2009
Laura DePersis's First Republic Bank Experience June 2003 - June 2007
Job Senior Structured Credit Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust September 2013 - Present
Fieldpoint Private Bank & Trust July 2007 - September 2013
First Republic Bank June 2003 - June 2007
Hypo Vereinsbank AG (HVB Group) May 2000 - June 2003
Skills
Credit, Portfolio Management, Loans, Commercial Lending, Equities, Due Diligence, Credit Analysis, Commercial Banking, Banking, Investments, Mortgage Lending, Finance, Underwriting, Financial Analysis, Loan Origination, Risk Management, Financial Services, Credit Risk, Capital Markets, Strategic Planning, Hedge Funds, Small Business Lending, Consumer Lending, Commercial Mortgages
Education
Holy Cross 1986 — 1989
Bachelor of Arts (B.A.), Economics
Skidmore College 1985 — 1986
U.S. Trust September 2013 - Present
Fieldpoint Private Bank & Trust July 2007 - September 2013
First Republic Bank June 2003 - June 2007
Hypo Vereinsbank AG (HVB Group) May 2000 - June 2003
Skills
Credit, Portfolio Management, Loans, Commercial Lending, Equities, Due Diligence, Credit Analysis, Commercial Banking, Banking, Investments, Mortgage Lending, Finance, Underwriting, Financial Analysis, Loan Origination, Risk Management, Financial Services, Credit Risk, Capital Markets, Strategic Planning, Hedge Funds, Small Business Lending, Consumer Lending, Commercial Mortgages
Education
Holy Cross 1986 — 1989
Bachelor of Arts (B.A.), Economics
Skidmore College 1985 — 1986
Alexis Lanaux's First Republic Bank Experience 2007 - Present
Job Director of AntiMoney Laundering Compliance
Industry Banking
Experience
First Republic Bank 2007 - Present
Patelco Credit Union 2004 - 2007
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Management, Financial Services, Risk Management, Business Analysis, Deposits, Commercial Lending, Financial Risk, Branch Banking, Consumer Lending, Operational Risk, Bank Secrecy Act, Anti Money Laundering, Private Banking, Wealth Management, OFAC
Education
San Jose State University 2005 — 2007
Master of Science (M.S.), Justice Studies
University of California, Davis 2000 — 2004
Bachelor of Arts (B.A.), Sociology
First Republic Bank 2007 - Present
Patelco Credit Union 2004 - 2007
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Management, Financial Services, Risk Management, Business Analysis, Deposits, Commercial Lending, Financial Risk, Branch Banking, Consumer Lending, Operational Risk, Bank Secrecy Act, Anti Money Laundering, Private Banking, Wealth Management, OFAC
Education
San Jose State University 2005 — 2007
Master of Science (M.S.), Justice Studies
University of California, Davis 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Rob Britt's First Republic Bank Experience April 2008 - September 2008
Job Sr. Event Manager at Q1 Productions
Industry Events Services
Experience
Q1 Productions January 2015 - Present
Pace Supply Corp November 2011 - May 2014
Cal-Steam...a Wolseley Company January 2010 - October 2010
Cal-Steam...a Wolseley Company September 2008 - January 2010
First Republic Bank April 2008 - September 2008
American Home Shield April 2005 - April 2007
Visual Concepts 2003 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales Management, Sales, Account Management, Forecasting, New Business Development
Education
Sonoma State University 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Q1 Productions January 2015 - Present
Pace Supply Corp November 2011 - May 2014
Cal-Steam...a Wolseley Company January 2010 - October 2010
Cal-Steam...a Wolseley Company September 2008 - January 2010
First Republic Bank April 2008 - September 2008
American Home Shield April 2005 - April 2007
Visual Concepts 2003 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales Management, Sales, Account Management, Forecasting, New Business Development
Education
Sonoma State University 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Sara Veal's First Republic Bank Experience March 2011 - July 2011
Job Order Management Specialist at Pottery Barn
Industry Marketing and Advertising
Experience
Pottery Barn May 2013 - May 2014
Williams-Sonoma, Inc. November 2012 - February 2013
Claremont Insurance Services June 2012 - June 2012
Rossmoor (Golden Rain Foundation) April 2012 - April 2012
WildPackets March 2012 - March 2012
First Republic Bank March 2011 - July 2011
Skills
Integration, Customer Service, Retail, Data Entry, Spreadsheets
Education
Southern Oregon University 2008 — 2010
Bachelor of Science
Pottery Barn May 2013 - May 2014
Williams-Sonoma, Inc. November 2012 - February 2013
Claremont Insurance Services June 2012 - June 2012
Rossmoor (Golden Rain Foundation) April 2012 - April 2012
WildPackets March 2012 - March 2012
First Republic Bank March 2011 - July 2011
Skills
Integration, Customer Service, Retail, Data Entry, Spreadsheets
Education
Southern Oregon University 2008 — 2010
Bachelor of Science
Jeannot Challet's First Republic Bank Experience July 2011 - May 2012
Job Warranty Services Agent
Industry Consumer Services
Experience
SquareTrade July 2013 - Present
First Republic Bank July 2011 - May 2012
Consumer Credit Counseling Service 2011 - 2011
Skills
Customer Service, Sales, Leadership, Microsoft Office, Training, CRM, Finance, Strategic Planning, Account Management, Salesforce.com
Education
Sonoma State University 2004 — 2009
BS, Business Administration
Sonoma State University
Bachelor of Science (BS), Business Administration and Management, General
SquareTrade July 2013 - Present
First Republic Bank July 2011 - May 2012
Consumer Credit Counseling Service 2011 - 2011
Skills
Customer Service, Sales, Leadership, Microsoft Office, Training, CRM, Finance, Strategic Planning, Account Management, Salesforce.com
Education
Sonoma State University 2004 — 2009
BS, Business Administration
Sonoma State University
Bachelor of Science (BS), Business Administration and Management, General
Kris Squires's First Republic Bank Experience January 2015 - Present
Job Data Analyst
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Danielle Cottone's First Republic Bank Experience June 2013 - Present
Job Processing Dept at Mortgage Network Inc
Industry Banking
Experience
First Republic Bank June 2013 - Present
Mortgage Network Inc April 2012 - June 2013
Mortgage Network Inc April 2012 - June 2013
Green Pond Yacht Club March 2011 - November 2011
Skills
Customer Service, Event Planning, Social Media, Event Management, Social Media Marketing, Microsoft Excel, Sales, Marketing, Marketing Communications, PowerPoint, Public Relations, Microsoft Word, Account Management, Food & Beverage, Menu Development, Restaurant Management, Restaurants, Catering
Education
Simmons College 2004 — 2009
BA, Political Science, Psychology
First Republic Bank June 2013 - Present
Mortgage Network Inc April 2012 - June 2013
Mortgage Network Inc April 2012 - June 2013
Green Pond Yacht Club March 2011 - November 2011
Skills
Customer Service, Event Planning, Social Media, Event Management, Social Media Marketing, Microsoft Excel, Sales, Marketing, Marketing Communications, PowerPoint, Public Relations, Microsoft Word, Account Management, Food & Beverage, Menu Development, Restaurant Management, Restaurants, Catering
Education
Simmons College 2004 — 2009
BA, Political Science, Psychology
Evelia Chavez's First Republic Bank Experience September 2015 - Present
Job Senior Auditor at First Republic Bank
Industry Accounting
Experience
First Republic Bank September 2015 - Present
KPMG October 2012 - September 2015
drkalish.com March 2007 - October 2012
KPMG June 2011 - August 2011
Calix February 2011 - May 2011
Washington Mutual Bank 2002 - 2007
Skills
Fluent in Spanish, Payroll Processing, QuickBooks, Bookkeeping, Financial Accounting, Financial Audits, Payroll, Auditing, US GAAP
Education
Sonoma State University 2010 — 2012
Bachelor of Science, Business Administration with an emphasis in Accounting
Santa Rosa Junior College
Associate of Arts, Business Administration
First Republic Bank September 2015 - Present
KPMG October 2012 - September 2015
drkalish.com March 2007 - October 2012
KPMG June 2011 - August 2011
Calix February 2011 - May 2011
Washington Mutual Bank 2002 - 2007
Skills
Fluent in Spanish, Payroll Processing, QuickBooks, Bookkeeping, Financial Accounting, Financial Audits, Payroll, Auditing, US GAAP
Education
Sonoma State University 2010 — 2012
Bachelor of Science, Business Administration with an emphasis in Accounting
Santa Rosa Junior College
Associate of Arts, Business Administration
Robin Wilberger's First Republic Bank Experience October 2010 - November 2012
Job Medical Billing Supervisor at Jackson Medical Group
Industry Medical Practice
Experience
Jackson Medical Group November 2012 - Present
First Republic Bank October 2010 - November 2012
Northern Trust August 2008 - October 2010
Premier Members Federal Credit Union June 2004 - July 2008
Skills
Notary Public, Customer Service, Establishing New..., Client Prospecting, Computer Proficiency, Loans, Banking, Real Estate, Insurance, Accounts Payable
Education
Santa Barbara City College 2012 — 2014
Currently enrolled, General Education - No Major selected
Monarch High School 1999 — 2003
General Education
Jackson Medical Group November 2012 - Present
First Republic Bank October 2010 - November 2012
Northern Trust August 2008 - October 2010
Premier Members Federal Credit Union June 2004 - July 2008
Skills
Notary Public, Customer Service, Establishing New..., Client Prospecting, Computer Proficiency, Loans, Banking, Real Estate, Insurance, Accounts Payable
Education
Santa Barbara City College 2012 — 2014
Currently enrolled, General Education - No Major selected
Monarch High School 1999 — 2003
General Education
Martha Mastracci's First Republic Bank Experience April 2011 - Present
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2011 - Present
Boston Private Bank 2001 - 2011
Education
Smith College
Bachelor of Arts (BA), Economics
First Republic Bank April 2011 - Present
Boston Private Bank 2001 - 2011
Education
Smith College
Bachelor of Arts (BA), Economics
Jamie Boggan's First Republic Bank Experience 2007 - 2011
Job Banking Professional
Industry Banking
Experience
First Republic Bank 2007 - 2011
Bank of America March 2003 - April 2007
Skills
Customer Service..., Customer Service..., Customer Service..., Customer Service..., Retail Banking, Sales, Administrative Work, Office Administration, Private Banking, Microsoft Office, Time Management, Multi Tasking, Bilingual-English/Spanis..., Highly detail oriented, Organizational...
Education
Southwestern Community College District
General Studies
First Republic Bank 2007 - 2011
Bank of America March 2003 - April 2007
Skills
Customer Service..., Customer Service..., Customer Service..., Customer Service..., Retail Banking, Sales, Administrative Work, Office Administration, Private Banking, Microsoft Office, Time Management, Multi Tasking, Bilingual-English/Spanis..., Highly detail oriented, Organizational...
Education
Southwestern Community College District
General Studies
thomas goldrick's First Republic Bank Experience August 2010 - August 2014
Job Senior Vice President at Astoria Bank
Industry Banking
Experience
Astoria Bank September 2014 - Present
First Republic Bank August 2010 - August 2014
Santander Bank, N.A. April 2004 - July 2010
Skills
Leadership, Leadership Development, Strategic Planning, Public Speaking, Team Building, Community Outreach, Fundraising, Volunteer Management, Risk Management, Executive Management, Investments, Commercial Lending, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Small Business Lending, Commercial Banking, Finance
Education
St. John's University 1982 — 1986
Bachelor's degree, Accounting
University of Virginia
Graduate School of Retail Bank Management, Banking and Financial Support Services
Astoria Bank September 2014 - Present
First Republic Bank August 2010 - August 2014
Santander Bank, N.A. April 2004 - July 2010
Skills
Leadership, Leadership Development, Strategic Planning, Public Speaking, Team Building, Community Outreach, Fundraising, Volunteer Management, Risk Management, Executive Management, Investments, Commercial Lending, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Small Business Lending, Commercial Banking, Finance
Education
St. John's University 1982 — 1986
Bachelor's degree, Accounting
University of Virginia
Graduate School of Retail Bank Management, Banking and Financial Support Services
Arielle Miles's First Republic Bank Experience 2013 - Present
Job Residential Loan Coordinator at First Republic Bank
Industry Banking
Experience
First Republic Bank 2013 - Present
Overton Security Services, Inc. 2012 - 2013
Education
Stillman College 2007 — 2011
Bachelor of Arts (B.A.), History
First Republic Bank 2013 - Present
Overton Security Services, Inc. 2012 - 2013
Education
Stillman College 2007 — 2011
Bachelor of Arts (B.A.), History
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