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
Robert D. Falconer Robert D. Falconer's First Republic Bank Experience June 2010 - May 2011
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Pat Tropio Pat Tropio's First Republic Bank Experience 2003 - 2008
Job Senior Vice President, Plaza Bank
Industry Banking
Experience
Plaza Bank N.A. July 2014 - Present
Wells Fargo August 2013 - July 2014
Torrey Pines Bank October 2008 - August 2013
First Republic Bank 2003 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Sales, Small Business Lending, Credit Analysis
Education
University of Arizona 1983 — 1988
BA, Finance
University of Arizona 1983 — 1988
Bachelor's degree, Finance, Psychology
Plaza Bank N.A. July 2014 - Present
Wells Fargo August 2013 - July 2014
Torrey Pines Bank October 2008 - August 2013
First Republic Bank 2003 - 2008
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Sales, Small Business Lending, Credit Analysis
Education
University of Arizona 1983 — 1988
BA, Finance
University of Arizona 1983 — 1988
Bachelor's degree, Finance, Psychology
Natalya DeRobertis-Theye Natalya DeRobertis-Theye's First Republic Bank Experience 2013 - 2014
Job Product Manager at STOPit
Industry Internet
Experience
First Republic Bank 2013 - 2014
League of Women Voters of San Francisco 2013 - 2013
Altshuler Berzon 2010 - 2012
NARAL Pro-Choice California 2009 - 2010
California Alumni Association 2007 - 2009
Gender Equity Resource Center at UC Berkeley 2007 - 2008
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts
First Republic Bank 2013 - 2014
League of Women Voters of San Francisco 2013 - 2013
Altshuler Berzon 2010 - 2012
NARAL Pro-Choice California 2009 - 2010
California Alumni Association 2007 - 2009
Gender Equity Resource Center at UC Berkeley 2007 - 2008
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts
Katherine Collaco Katherine Collaco's First Republic Bank Experience May 2013 - April 2015
Job Executive Assistant at Facebook
Industry Environmental Services
Experience
Facebook April 2015 - Present
First Republic Bank May 2013 - April 2015
Stillwater Sciences August 2012 - May 2013
Natural Logic September 2012 - April 2013
Salmon Protection and Watershed Network June 2012 - September 2012
California Academy of Sciences September 2011 - June 2012
Faith and Deeds Forum May 2012 - May 2012
Convention of International Youth July 2010 - August 2010
Skills
Research, Event Planning, PowerPoint, Microsoft Office, Social Media, Time Management, Marketing Strategy, Microsoft Excel, Outlook, Market Research, Project Management, Russian, Google Docs, Excel, Writing, Sustainability..., Organizational Agility, Website Development, Benchmarking, Cpr Certified, Public Speaking, Editing, Environmental Practices, Communicate Clearly, Managing Database, Updating, Wordpress, Photobook publishing, Adobe, TWIC, PADI Advanced Open Water, Event Coordination, Travel, Travel Planning, Marine Biology, Wedding Planning, Scuba Diving, Skiing, Fun, Passion, Customer Service, Proposal Writing, Analysis, Management
Education
University of California, Berkeley 2007 — 2011
Conservation and Resource Studies, Emphasis in Marine Protection, Environment
University of New South Wales 2009 — 2009
EAP Study Abroad Program
Mercy High School 2003 — 2007
High School Diploma
Saints Cyril and Methodius Secondary School 1993 — 2004
Russian Language, Literature, Grammar, History, Arts, Orthodox Religion
St. Thomas Apostle
Facebook April 2015 - Present
First Republic Bank May 2013 - April 2015
Stillwater Sciences August 2012 - May 2013
Natural Logic September 2012 - April 2013
Salmon Protection and Watershed Network June 2012 - September 2012
California Academy of Sciences September 2011 - June 2012
Faith and Deeds Forum May 2012 - May 2012
Convention of International Youth July 2010 - August 2010
Skills
Research, Event Planning, PowerPoint, Microsoft Office, Social Media, Time Management, Marketing Strategy, Microsoft Excel, Outlook, Market Research, Project Management, Russian, Google Docs, Excel, Writing, Sustainability..., Organizational Agility, Website Development, Benchmarking, Cpr Certified, Public Speaking, Editing, Environmental Practices, Communicate Clearly, Managing Database, Updating, Wordpress, Photobook publishing, Adobe, TWIC, PADI Advanced Open Water, Event Coordination, Travel, Travel Planning, Marine Biology, Wedding Planning, Scuba Diving, Skiing, Fun, Passion, Customer Service, Proposal Writing, Analysis, Management
Education
University of California, Berkeley 2007 — 2011
Conservation and Resource Studies, Emphasis in Marine Protection, Environment
University of New South Wales 2009 — 2009
EAP Study Abroad Program
Mercy High School 2003 — 2007
High School Diploma
Saints Cyril and Methodius Secondary School 1993 — 2004
Russian Language, Literature, Grammar, History, Arts, Orthodox Religion
St. Thomas Apostle
Elaine Polson Elaine Polson's First Republic Bank Experience May 2014 - Present
Job Customer Care Representative at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2014 - Present
The Treehouse Green Gifts November 2013 - December 2013
Berkeley Engineers and Mentors (BEAM) January 2012 - May 2013
Truckee River Raft, Co. June 2007 - August 2010
Alpine Meadows Ski Resort January 2008 - April 2008
Skills
Leadership, Education, Educational Outreach, Engineering, Customer Service, Passion for Helping..., PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Matlab, Meticulous, Organized, Highly Ambitious, Assertive, Communication, Windows, Process Simulation, Chemical Engineering, Chemical Process..., COMSOL, Simulink, Thermodynamics, Fluid Mechanics, Mass Transfer, Heat Transfer, Separations, Technical Writing, Snowboarding, Volleyball, Pottery, Community Outreach, Science Education, Chemistry, Materials Science
Education
University of California, Berkeley 2008 — 2013
Bachelor of Science (B.S.), Chemical Engineering
Maria Carrillo High School 2004 — 2008
High School Diploma
First Republic Bank May 2014 - Present
The Treehouse Green Gifts November 2013 - December 2013
Berkeley Engineers and Mentors (BEAM) January 2012 - May 2013
Truckee River Raft, Co. June 2007 - August 2010
Alpine Meadows Ski Resort January 2008 - April 2008
Skills
Leadership, Education, Educational Outreach, Engineering, Customer Service, Passion for Helping..., PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Matlab, Meticulous, Organized, Highly Ambitious, Assertive, Communication, Windows, Process Simulation, Chemical Engineering, Chemical Process..., COMSOL, Simulink, Thermodynamics, Fluid Mechanics, Mass Transfer, Heat Transfer, Separations, Technical Writing, Snowboarding, Volleyball, Pottery, Community Outreach, Science Education, Chemistry, Materials Science
Education
University of California, Berkeley 2008 — 2013
Bachelor of Science (B.S.), Chemical Engineering
Maria Carrillo High School 2004 — 2008
High School Diploma
Selmary Vazquez Selmary Vazquez's First Republic Bank Experience July 2013 - March 2015
Job First Republic Bank Client Services Associate
Industry Banking
Experience
First Republic Bank July 2013 - March 2015
Bank of America April 2012 - July 2013
Skills
Banking, Cross Selling, Retail Banking, Credit, Customer Satisfaction, AML, Bank Secrecy Act, Lines Of Credit, Deposits, Small Business Lending, Consumer Lending, Client Service Oriented, Commercial Banking, Commercial Lending, Loans, Branch Management, Customer Service
Education
Stony Brook University 2002 — 2010
Bachelor's degree, Theatre/Theater
First Republic Bank July 2013 - March 2015
Bank of America April 2012 - July 2013
Skills
Banking, Cross Selling, Retail Banking, Credit, Customer Satisfaction, AML, Bank Secrecy Act, Lines Of Credit, Deposits, Small Business Lending, Consumer Lending, Client Service Oriented, Commercial Banking, Commercial Lending, Loans, Branch Management, Customer Service
Education
Stony Brook University 2002 — 2010
Bachelor's degree, Theatre/Theater
Joel McNierney's First Republic Bank Experience November 2012 - Present
Job Investment Systems Reporting Engineer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank November 2012 - Present
Independent February 2012 - November 2012
Advent Software September 2008 - February 2012
Deutsche Bank February 2007 - August 2008
Skills
Data Visualization, Web Development, SQL, .NET, Android, HTML, CSS, PHP, Axys, Advent APX, Advent Moxy, Advent Axys, Advent Revenue Center, Linux, Windows Server, Java, Node.js
Education
University of California, Berkeley 2009 — 2009
Post-Baccalaureate Coursework, Database Design and Administration
University of California, San Diego 2007 — 2008
Post-Baccalaureate Coursework, Finance, Accounting
University of Colorado Boulder 2003 — 2006
BA, Economics
First Republic Bank November 2012 - Present
Independent February 2012 - November 2012
Advent Software September 2008 - February 2012
Deutsche Bank February 2007 - August 2008
Skills
Data Visualization, Web Development, SQL, .NET, Android, HTML, CSS, PHP, Axys, Advent APX, Advent Moxy, Advent Axys, Advent Revenue Center, Linux, Windows Server, Java, Node.js
Education
University of California, Berkeley 2009 — 2009
Post-Baccalaureate Coursework, Database Design and Administration
University of California, San Diego 2007 — 2008
Post-Baccalaureate Coursework, Finance, Accounting
University of Colorado Boulder 2003 — 2006
BA, Economics
Beatriz Vasconcellos Beatriz Vasconcellos's First Republic Bank Experience September 2014 - Present
Job First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2014 - Present
Bank of America April 2009 - January 2014
Banco do Brasil May 2005 - April 2007
Vivo Empresas May 2003 - August 2003
AD&M Consultoria Empresarial January 2002 - April 2003
Skills
Sales, Customer Service, Banking, Loans, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Financial Risk
Education
Universidade de Brasília 2001 — 2006
Bachelor's Degree, Business Administration
San Mateo County Office of Education 2005 — 2005
Computer Applications for Business Certification, Computer Software and Media Applications
Intrax International Institute 2004 — 2004
Business Essentials Course Certification, Business Essentials
First Republic Bank September 2014 - Present
Bank of America April 2009 - January 2014
Banco do Brasil May 2005 - April 2007
Vivo Empresas May 2003 - August 2003
AD&M Consultoria Empresarial January 2002 - April 2003
Skills
Sales, Customer Service, Banking, Loans, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Financial Risk
Education
Universidade de Brasília 2001 — 2006
Bachelor's Degree, Business Administration
San Mateo County Office of Education 2005 — 2005
Computer Applications for Business Certification, Computer Software and Media Applications
Intrax International Institute 2004 — 2004
Business Essentials Course Certification, Business Essentials
Puja Amin's First Republic Bank Experience August 2011 - Present
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2011 - Present
Guaranty Bank May 2003 - November 2008
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
First Republic Bank August 2011 - Present
Guaranty Bank May 2003 - November 2008
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Kelly Kuchinsky's First Republic Bank Experience March 2015 - Present
Job at
Industry Banking
Experience
First Republic Bank March 2015 - Present
First Republic Bank April 2012 - Present
Bank of America September 2010 - April 2012
Bank of America September 2007 - September 2010
Enterprise Rent-A-Car June 2006 - March 2007
Skills
Management, Customer Service, Microsoft Office, Banking, Sales, Retail Banking
Education
Universidad de Alcalá
Spanish Language and Literature
University of California, Davis
Bachelor of Arts, Spanish Literature
First Republic Bank March 2015 - Present
First Republic Bank April 2012 - Present
Bank of America September 2010 - April 2012
Bank of America September 2007 - September 2010
Enterprise Rent-A-Car June 2006 - March 2007
Skills
Management, Customer Service, Microsoft Office, Banking, Sales, Retail Banking
Education
Universidad de Alcalá
Spanish Language and Literature
University of California, Davis
Bachelor of Arts, Spanish Literature
Daniel Aaronson Daniel Aaronson's First Republic Bank Experience 2012 - March 2013
Job Senior Risk Consultant at Protiviti
Industry Financial Services
Experience
Protiviti September 2015 - Present
Square June 2013 - September 2015
First Republic Bank 2012 - March 2013
The Israel Project 2010 - 2011
JPMorgan Chase 2010 - 2010
Skills
Research, Public Speaking, Finance, Policy Analysis, Private Banking, Banking, Sales, Debate, Political Science, Foreign Policy, Policy Writing, Non-profit Finance, Strategy, Leadership, Program Management, Data Analysis, SQL, Microsoft Excel
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Economics and Political Science
The Hebrew University 2010 — 2011
Political Science and Government
Università Commerciale 'Luigi Bocconi' 2009 — 2010
Economics
Protiviti September 2015 - Present
Square June 2013 - September 2015
First Republic Bank 2012 - March 2013
The Israel Project 2010 - 2011
JPMorgan Chase 2010 - 2010
Skills
Research, Public Speaking, Finance, Policy Analysis, Private Banking, Banking, Sales, Debate, Political Science, Foreign Policy, Policy Writing, Non-profit Finance, Strategy, Leadership, Program Management, Data Analysis, SQL, Microsoft Excel
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Economics and Political Science
The Hebrew University 2010 — 2011
Political Science and Government
Università Commerciale 'Luigi Bocconi' 2009 — 2010
Economics
Jake Henry's First Republic Bank Experience July 2014 - Present
Job Credit Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2014 - Present
Robert Half June 2014 - July 2014
Century 21 Rainbow Realty June 2012 - May 2014
Verizon Business June 2011 - August 2011
VIZIO June 2008 - August 2009
Skills
Credit Analysis, Customer Service, Account Management, Loan Origination, Marketing, Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Leadership
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Economics, 3.75 GPA
First Republic Bank July 2014 - Present
Robert Half June 2014 - July 2014
Century 21 Rainbow Realty June 2012 - May 2014
Verizon Business June 2011 - August 2011
VIZIO June 2008 - August 2009
Skills
Credit Analysis, Customer Service, Account Management, Loan Origination, Marketing, Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Leadership
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Economics, 3.75 GPA
Scott Cruikshank Scott Cruikshank's First Republic Bank Experience 2009 - August 2010
Job MBA Candidate, Class of 2017 at UCLA Anderson School of Management
Industry Information Technology and Services
Experience
Oracle April 2013 - September 2015
EMC April 2012 - April 2013
EMC August 2010 - April 2012
First Republic Bank 2009 - August 2010
Skills
Account Management, Direct Sales, Business Development, Sales Operations, Professional Services, Solution Selling, Sales, Enterprise Software, Cloud Computing, SaaS, Virtualization, Cold Calling, Sales Process, Channel Partners, Salesforce.com
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2010
Interdisciplinary Studies Field
The University of Hong Kong 2009 — 2009
Business and Economics
Bellarmine College Preparatory 2002 — 2005
Oracle April 2013 - September 2015
EMC April 2012 - April 2013
EMC August 2010 - April 2012
First Republic Bank 2009 - August 2010
Skills
Account Management, Direct Sales, Business Development, Sales Operations, Professional Services, Solution Selling, Sales, Enterprise Software, Cloud Computing, SaaS, Virtualization, Cold Calling, Sales Process, Channel Partners, Salesforce.com
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2010
Interdisciplinary Studies Field
The University of Hong Kong 2009 — 2009
Business and Economics
Bellarmine College Preparatory 2002 — 2005
Rosana Yu Han's First Republic Bank Experience July 2014 - Present
Job Senior VP, Head of Community Reinvestment
Industry Banking
Experience
First Republic Bank July 2014 - Present
First Republic Bank June 2010 - June 2014
East West Bank (formerly United Commercial Bank) November 2009 - May 2010
United Commercial Bank September 1992 - November 2009
Skills
Banking, Community Development, Economics, Program Management, Management, Nonprofits, Strategic Planning, Leadership
Education
University of California, Berkeley
Bachelor's degree, Economics
First Republic Bank July 2014 - Present
First Republic Bank June 2010 - June 2014
East West Bank (formerly United Commercial Bank) November 2009 - May 2010
United Commercial Bank September 1992 - November 2009
Skills
Banking, Community Development, Economics, Program Management, Management, Nonprofits, Strategic Planning, Leadership
Education
University of California, Berkeley
Bachelor's degree, Economics
Brenda Haedge Brenda Haedge's First Republic Bank Experience May 1982 - March 1988
Job General Manager at Veterinarian's Outlet Inc
Industry Dairy
Experience
Veterinarian's Outlet Inc September 1991 - Present
Birdsong Peanuts August 1988 - April 1989
First Republic Bank May 1982 - March 1988
Skills
Operations Management, Sales Management, Strategic Planning, Product Development, Supply Chain Management, Supply Chain, Leadership, New Business Development, Customer Service, Sales, Agriculture, Marketing Strategy
Education
Tarleton State University 1978 — 1982
Master's degree, Agricultural Business and Management
Veterinarian's Outlet Inc September 1991 - Present
Birdsong Peanuts August 1988 - April 1989
First Republic Bank May 1982 - March 1988
Skills
Operations Management, Sales Management, Strategic Planning, Product Development, Supply Chain Management, Supply Chain, Leadership, New Business Development, Customer Service, Sales, Agriculture, Marketing Strategy
Education
Tarleton State University 1978 — 1982
Master's degree, Agricultural Business and Management
Yu-Jay Huoh Yu-Jay Huoh's First Republic Bank Experience November 2013 - January 2015
Job Statistician
Industry Research
Experience
Earnest Inc January 2015 - Present
First Republic Bank November 2013 - January 2015
Resource Management Associates August 2013 - November 2013
UC Berkeley August 2008 - August 2013
The Climate Corporation January 2008 - September 2008
Skills
Statistics, R, Bayesian statistics, SQL, Programming, Matlab, Credit Risk, Uncertainty, Node.js, Python, Bayesian methods, Spatial Modeling, Information Theory, LaTeX, Spatial Data, Econometrics, Operations Research, PHP
Education
UC Berkeley 2008 — 2013
Doctor of Philosophy (Ph.D.), Statistics
UC Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Applied Mathematics
UC Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Statistics
Earnest Inc January 2015 - Present
First Republic Bank November 2013 - January 2015
Resource Management Associates August 2013 - November 2013
UC Berkeley August 2008 - August 2013
The Climate Corporation January 2008 - September 2008
Skills
Statistics, R, Bayesian statistics, SQL, Programming, Matlab, Credit Risk, Uncertainty, Node.js, Python, Bayesian methods, Spatial Modeling, Information Theory, LaTeX, Spatial Data, Econometrics, Operations Research, PHP
Education
UC Berkeley 2008 — 2013
Doctor of Philosophy (Ph.D.), Statistics
UC Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Applied Mathematics
UC Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Statistics
Molly Carapiet Molly Carapiet's First Republic Bank Experience January 2015 - Present
Job All in One Program Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Social Finance (SoFi) June 2012 - January 2015
Tuck School of Business at Dartmouth College August 2010 - June 2012
Independent June 2006 - June 2012
Global Impact June 2011 - August 2011
US SAILING June 2006 - October 2010
Stanford University February 2010 - July 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Yale University 2002 — 2006
BA, History
First Republic Bank January 2015 - Present
Social Finance (SoFi) June 2012 - January 2015
Tuck School of Business at Dartmouth College August 2010 - June 2012
Independent June 2006 - June 2012
Global Impact June 2011 - August 2011
US SAILING June 2006 - October 2010
Stanford University February 2010 - July 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Yale University 2002 — 2006
BA, History
Christopher J. O'Book's First Republic Bank Experience February 2015 - Present
Job
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2013 - February 2015
First Republic Bank May 2012 - July 2013
Brooks School September 2008 - May 2012
451 Marketing June 2011 - August 2011
Quebec-Labrador Foundation June 2008 - August 2010
Skills
Public Speaking, Research, Student Debt..., Program Management, Social Media Marketing, Fundraising, Blogging, Social Networking, Nonprofits, Community Outreach, Management, Microsoft Office, Marketing, Leadership, Microsoft Excel, Spanish, Market Research, Event Planning, Microsoft Word
Education
University of San Diego 2009 — 2013
International Business
Universidad Pontificia Comillas 2011 — 2011
University of London, Queen Mary College 2010 — 2010
Brooks School 2005 — 2009
First Republic Bank February 2015 - Present
First Republic Bank July 2013 - February 2015
First Republic Bank May 2012 - July 2013
Brooks School September 2008 - May 2012
451 Marketing June 2011 - August 2011
Quebec-Labrador Foundation June 2008 - August 2010
Skills
Public Speaking, Research, Student Debt..., Program Management, Social Media Marketing, Fundraising, Blogging, Social Networking, Nonprofits, Community Outreach, Management, Microsoft Office, Marketing, Leadership, Microsoft Excel, Spanish, Market Research, Event Planning, Microsoft Word
Education
University of San Diego 2009 — 2013
International Business
Universidad Pontificia Comillas 2011 — 2011
University of London, Queen Mary College 2010 — 2010
Brooks School 2005 — 2009
Angela Osborne Angela Osborne's First Republic Bank Experience May 2013 - Present
Job Chief Operating Officer Private Wealth Management at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2013 - Present
BlackRock September 2012 - May 2013
BlackRock December 2009 - August 2012
Barclays Global Investors July 2009 - December 2009
Morgan Stanley January 2006 - May 2009
Morgan Stanley - Prime Brokerage, San Francisco September 2003 - December 2005
Morgan Stanley - Prime Brokerage, San Francisco May 1999 - August 2003
Morgan Stanley - Prime Brokerage, London August 1996 - April 1999
Morgan Stanley - Prime Brokerage, London August 1994 - August 1996
Morgan Stanley - Fixed Income July 1992 - July 1994
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Business Process..., Change Management, Project Management, Mutual Funds, ETFs, Fund Administration, Trade Operations, Middle Office, Business Operations, Operational Risk..., Alternative Investments, Strategic Leadership, Global Management, Service Providers, Relationship Management, Operations Management, Risk Management, Trading Systems, Trading, Asset Management, Financial Services, Investments, Securities Lending, Series 7, Strategy
Education
University of Bradford 1986 — 1990
BA Hons
First Republic Bank May 2013 - Present
BlackRock September 2012 - May 2013
BlackRock December 2009 - August 2012
Barclays Global Investors July 2009 - December 2009
Morgan Stanley January 2006 - May 2009
Morgan Stanley - Prime Brokerage, San Francisco September 2003 - December 2005
Morgan Stanley - Prime Brokerage, San Francisco May 1999 - August 2003
Morgan Stanley - Prime Brokerage, London August 1996 - April 1999
Morgan Stanley - Prime Brokerage, London August 1994 - August 1996
Morgan Stanley - Fixed Income July 1992 - July 1994
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Business Process..., Change Management, Project Management, Mutual Funds, ETFs, Fund Administration, Trade Operations, Middle Office, Business Operations, Operational Risk..., Alternative Investments, Strategic Leadership, Global Management, Service Providers, Relationship Management, Operations Management, Risk Management, Trading Systems, Trading, Asset Management, Financial Services, Investments, Securities Lending, Series 7, Strategy
Education
University of Bradford 1986 — 1990
BA Hons
Anna Patton Anna Patton's First Republic Bank Experience February 2002 - March 2003
Job Senior Manager, CRM Applications
Industry Computer Software
Experience
DocuSign March 2015 - Present
Informatica April 2009 - September 2014
Rex & Co February 2007 - October 2008
Fremont Bank July 2005 - February 2007
The Mechanics Bank March 2003 - July 2005
First Republic Bank February 2002 - March 2003
Skills
Salesforce.com, Business Analysis, Data Warehousing, Demand Generation, User Stories, Test Planning, Training Manuals, Project Management, Sales Operations, Eloqua, Agile Methodologies, Sales Process, Problem Solving, PMP, Agile Project Management, Marketing Automation, ETL Tools, Requirements Management, SaaS, IT Management, Customer Service, Business Process..., Project Delivery, IT Solutions, Team Management, Budget Process, Program Management, Leadership, Analysis, Force.com, Vendor Management, Enterprise Software, SharePoint, Integration, CRM, Business Intelligence, Testing, Requirements Gathering, Start-ups, Strategy, Business Process, Business Requirements, Cloud Computing, SDLC, Master Data Management, Solution Architecture, Software Project..., Data Integration, Enterprise Architecture, Professional Services
Education
University of California, Berkeley 1999 — 2001
BA, Legal Studies, Business Administration
DocuSign March 2015 - Present
Informatica April 2009 - September 2014
Rex & Co February 2007 - October 2008
Fremont Bank July 2005 - February 2007
The Mechanics Bank March 2003 - July 2005
First Republic Bank February 2002 - March 2003
Skills
Salesforce.com, Business Analysis, Data Warehousing, Demand Generation, User Stories, Test Planning, Training Manuals, Project Management, Sales Operations, Eloqua, Agile Methodologies, Sales Process, Problem Solving, PMP, Agile Project Management, Marketing Automation, ETL Tools, Requirements Management, SaaS, IT Management, Customer Service, Business Process..., Project Delivery, IT Solutions, Team Management, Budget Process, Program Management, Leadership, Analysis, Force.com, Vendor Management, Enterprise Software, SharePoint, Integration, CRM, Business Intelligence, Testing, Requirements Gathering, Start-ups, Strategy, Business Process, Business Requirements, Cloud Computing, SDLC, Master Data Management, Solution Architecture, Software Project..., Data Integration, Enterprise Architecture, Professional Services
Education
University of California, Berkeley 1999 — 2001
BA, Legal Studies, Business Administration
John Minnes's First Republic Bank Experience February 2015 - April 2015
Job MBA Candidate College of William & Mary Mason School of Business
Industry Banking
Experience
First Republic Bank February 2015 - April 2015
First Republic Bank March 2013 - January 2015
First Republic Bank January 2012 - February 2013
Stockbridge Real Estate Funds November 2010 - May 2011
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Masters in Business Administration, Finance Concentration
University of California, Davis 2006 — 2010
AB, History
First Republic Bank February 2015 - April 2015
First Republic Bank March 2013 - January 2015
First Republic Bank January 2012 - February 2013
Stockbridge Real Estate Funds November 2010 - May 2011
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Masters in Business Administration, Finance Concentration
University of California, Davis 2006 — 2010
AB, History
Samantha Lewins's First Republic Bank Experience July 2012 - Present
Job Compliance Officer at First Republic Securities Company, LLC
Industry Financial Services
Experience
First Republic Bank July 2012 - Present
Stone & Youngberg September 2003 - June 2012
Trinity College, Hartford November 2002 - May 2003
Education
University of San Francisco 2005 — 2007
Master of Arts, Sports Management
Trinity College-Hartford 1999 — 2002
International Studies, Comparative Development
First Republic Bank July 2012 - Present
Stone & Youngberg September 2003 - June 2012
Trinity College, Hartford November 2002 - May 2003
Education
University of San Francisco 2005 — 2007
Master of Arts, Sports Management
Trinity College-Hartford 1999 — 2002
International Studies, Comparative Development
Bryan Lovera Bryan Lovera's First Republic Bank Experience March 2015 - Present
Job Analyst at First Republic Bank
Industry Commercial Real Estate
Experience
First Republic Bank March 2015 - Present
The Besen Group October 2014 - February 2015
Newmark Grubb Knight Frank June 2013 - July 2014
Kaufman Organization June 2012 - August 2012
Kaufman Organization June 2011 - August 2011
Skills
Real Estate Economics, Real Estate, Real Estate Development, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Real Estate Transactions, Valuation, Microsoft Word, Investments, Investment Properties, Facebook, Financial Modeling, Social Networking, Commercial Real Estate, Brokerage, Corporate Real Estate, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor's Degree, Real Estate
Hackley School
First Republic Bank March 2015 - Present
The Besen Group October 2014 - February 2015
Newmark Grubb Knight Frank June 2013 - July 2014
Kaufman Organization June 2012 - August 2012
Kaufman Organization June 2011 - August 2011
Skills
Real Estate Economics, Real Estate, Real Estate Development, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Real Estate Transactions, Valuation, Microsoft Word, Investments, Investment Properties, Facebook, Financial Modeling, Social Networking, Commercial Real Estate, Brokerage, Corporate Real Estate, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor's Degree, Real Estate
Hackley School
Courtney Elliott Courtney Elliott's First Republic Bank Experience February 2015 - Present
Job Client Services at First Republic Bank
Industry Higher Education
Experience
First Republic Bank February 2015 - Present
First Republic Bank May 2013 - February 2015
JPMorgan Chase September 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Computer Hardware, Banking, Customer Service, Sales, Investments, Economics, Real Estate, Access, PowerPoint, Outlook, Time Management, Analysis, Teamwork, Data Entry, Sports, Data Analysis, Financial Analysis, OS X, Team Leadership, Statistics
Education
University at Albany, SUNY 2007 — 2011
Bachelor's, Economics
Bronx Preparatory Charter School 2004 — 2007
High School, 3.25 GPA
First Republic Bank February 2015 - Present
First Republic Bank May 2013 - February 2015
JPMorgan Chase September 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Computer Hardware, Banking, Customer Service, Sales, Investments, Economics, Real Estate, Access, PowerPoint, Outlook, Time Management, Analysis, Teamwork, Data Entry, Sports, Data Analysis, Financial Analysis, OS X, Team Leadership, Statistics
Education
University at Albany, SUNY 2007 — 2011
Bachelor's, Economics
Bronx Preparatory Charter School 2004 — 2007
High School, 3.25 GPA
Lennie Alickman's First Republic Bank Experience April 1999 - March 2012
Job
Industry Nonprofit Organization Management
Experience
http://www.bakkerproject.com/lennie-alickman/ 2013 - Present
Provincetown Art Association and Museum September 2011 - Present
First Republic Bank April 1999 - March 2012
San Diego LGBT Community Center January 2002 - January 2006
The Boston Company/Mellon Bank 1985 - 1999
Skills
Philanthropy, Non-profits, Community Outreach, Mortgage Lending, Program Management, Leadership, Marketing, Entrepreneurship, Research, Policy, Editing, Media Relations, Community Organizing, Team Building, Program Evaluation, Strategy, Political Campaigns, Microsoft Excel, Analysis, Customer Service, Project Management, Microsoft Word, Annual Giving, Nonprofits
Education
Suffolk University - Sawyer School of Management 1991 — 1994
Business Administration and Management, General, Transcript available on request
Syracuse University 1979 — 1983
BFA, Painting
Andover High School 1977 — 1979
Billerica Memorial High School 1975 — 1977
http://www.bakkerproject.com/lennie-alickman/ 2013 - Present
Provincetown Art Association and Museum September 2011 - Present
First Republic Bank April 1999 - March 2012
San Diego LGBT Community Center January 2002 - January 2006
The Boston Company/Mellon Bank 1985 - 1999
Skills
Philanthropy, Non-profits, Community Outreach, Mortgage Lending, Program Management, Leadership, Marketing, Entrepreneurship, Research, Policy, Editing, Media Relations, Community Organizing, Team Building, Program Evaluation, Strategy, Political Campaigns, Microsoft Excel, Analysis, Customer Service, Project Management, Microsoft Word, Annual Giving, Nonprofits
Education
Suffolk University - Sawyer School of Management 1991 — 1994
Business Administration and Management, General, Transcript available on request
Syracuse University 1979 — 1983
BFA, Painting
Andover High School 1977 — 1979
Billerica Memorial High School 1975 — 1977
Dorothy Zahir's First Republic Bank Experience January 2010 - February 2012
Job
Industry Banking
Experience
ADMIRALS BANK February 2012 - Present
First Republic Bank January 2010 - February 2012
Bank of America June 2009 - January 2010
Bank of America February 2008 - June 2009
Suffolk University March 2000 - February 2008
Suffolk University January 1999 - June 2000
Skills
Banking, Private Banking, Retail Banking, Finance, Financial Analysis, Business Development, Financial Services, Consumer Lending, Mortgage Banking, Financial Reporting, Customer Service, Series 63, Cash Management, Commercial Lending, Due Diligence, Fundraising, Business Strategy, Commercial Banking, New Business Development, Relationship Management, Strategic Planning, Investments, Credit, Loans, Risk Management, Mortgage Lending, Portfolio Management, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2006 — 2007
MBA
Suffolk University 1995 — 1999
BSBA
ADMIRALS BANK February 2012 - Present
First Republic Bank January 2010 - February 2012
Bank of America June 2009 - January 2010
Bank of America February 2008 - June 2009
Suffolk University March 2000 - February 2008
Suffolk University January 1999 - June 2000
Skills
Banking, Private Banking, Retail Banking, Finance, Financial Analysis, Business Development, Financial Services, Consumer Lending, Mortgage Banking, Financial Reporting, Customer Service, Series 63, Cash Management, Commercial Lending, Due Diligence, Fundraising, Business Strategy, Commercial Banking, New Business Development, Relationship Management, Strategic Planning, Investments, Credit, Loans, Risk Management, Mortgage Lending, Portfolio Management, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2006 — 2007
MBA
Suffolk University 1995 — 1999
BSBA
Nicholas Gwynne's First Republic Bank Experience July 2015 - Present
Job Incentive Compensation Analyst at First Republic Bank
Industry Higher Education
Experience
First Republic Bank July 2015 - Present
Acumen LLC June 2013 - June 2015
Center for Applied Rationality March 2012 - February 2013
ASUC Lecture Notes Online August 2012 - October 2012
ASUC Lecture Notes Online February 2012 - August 2012
University of California August 2008 - May 2012
University of California August 2008 - January 2011
Kaplan June 2008 - August 2008
Skills
Statistics, R, LaTeX, Machine Learning, Python, Data Mining, JavaScript, C++, UNIX, HTML 5, General Linear Models, Statistical Computing, Stata, Tutoring, C, bash, CSS3, SQL, Hierarchical Linear..., Exploratory Data..., Model Validation, Ridge Regression, Cluster Analysis, PCA, Time Series Analysis, Lasso, Writing Skills, Copy Editing, Ruby on Rails, jQuery, Mobile Design, SAS, Experimental Design, Quantitative Research, Writing, Teaching
Education
UC Berkeley 2011 — 2013
Statistics
University of Washington 2004 — 2008
Bachelor of Science (BS), Psychology
University of Washington 2004 — 2008
Bachelor of Arts (BA), Philosophy
First Republic Bank July 2015 - Present
Acumen LLC June 2013 - June 2015
Center for Applied Rationality March 2012 - February 2013
ASUC Lecture Notes Online August 2012 - October 2012
ASUC Lecture Notes Online February 2012 - August 2012
University of California August 2008 - May 2012
University of California August 2008 - January 2011
Kaplan June 2008 - August 2008
Skills
Statistics, R, LaTeX, Machine Learning, Python, Data Mining, JavaScript, C++, UNIX, HTML 5, General Linear Models, Statistical Computing, Stata, Tutoring, C, bash, CSS3, SQL, Hierarchical Linear..., Exploratory Data..., Model Validation, Ridge Regression, Cluster Analysis, PCA, Time Series Analysis, Lasso, Writing Skills, Copy Editing, Ruby on Rails, jQuery, Mobile Design, SAS, Experimental Design, Quantitative Research, Writing, Teaching
Education
UC Berkeley 2011 — 2013
Statistics
University of Washington 2004 — 2008
Bachelor of Science (BS), Psychology
University of Washington 2004 — 2008
Bachelor of Arts (BA), Philosophy
Stella Au Stella Au's First Republic Bank Experience June 2013 - August 2013
Job Product Operations Analyst at Cisco Meraki
Industry Computer Networking
Experience
Cisco Meraki July 2015 - Present
Haas School of Business October 2012 - Present
KPMG US June 2014 - August 2014
Voyager Consulting February 2013 - May 2014
MergerTech Advisors September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Sheng Kee Bakery February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Deloitte April 2012 - April 2012
FlemingMartin LLC Executive Search Solutions December 2011 - January 2012
Skills
Community Outreach, Management, Program Management, Marketing, Event Management, Research, Facebook, Microsoft Office, Work Ethic, PowerPoint, Public Speaking, Social Media, Advertising, Business Development, Market Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science in Business Administration, Global Management Concentration
Cisco Meraki July 2015 - Present
Haas School of Business October 2012 - Present
KPMG US June 2014 - August 2014
Voyager Consulting February 2013 - May 2014
MergerTech Advisors September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Sheng Kee Bakery February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Deloitte April 2012 - April 2012
FlemingMartin LLC Executive Search Solutions December 2011 - January 2012
Skills
Community Outreach, Management, Program Management, Marketing, Event Management, Research, Facebook, Microsoft Office, Work Ethic, PowerPoint, Public Speaking, Social Media, Advertising, Business Development, Market Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science in Business Administration, Global Management Concentration
Matt Hagg Matt Hagg's First Republic Bank Experience December 2014 - Present
Job IT Asset Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
Lone Star National Bank December 2013 - December 2014
Lone Star National Bank January 2012 - January 2013
The Leukemia & Lymphoma Society August 2010 - November 2012
Lone Star National Bank June 2012 - October 2012
Lone Star National Bank October 2010 - January 2012
Skills
Purchasing Negotiation, Purchasing Processes, Community Relations..., Social Marketing, Grassroots Campaigning, Vendor Relationship..., Inventory Control, Bulk Mailing, Contract Negotiation, Budgets, Public Speaking, Management, Team Building, Customer Service, Financial Analysis, Strategic Planning
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
First Republic Bank December 2014 - Present
Lone Star National Bank December 2013 - December 2014
Lone Star National Bank January 2012 - January 2013
The Leukemia & Lymphoma Society August 2010 - November 2012
Lone Star National Bank June 2012 - October 2012
Lone Star National Bank October 2010 - January 2012
Skills
Purchasing Negotiation, Purchasing Processes, Community Relations..., Social Marketing, Grassroots Campaigning, Vendor Relationship..., Inventory Control, Bulk Mailing, Contract Negotiation, Budgets, Public Speaking, Management, Team Building, Customer Service, Financial Analysis, Strategic Planning
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Christopher Tomai Christopher Tomai's First Republic Bank Experience April 2013 - Present
Job Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2013 - Present
First Republic Bank February 2011 - April 2013
First Republic Bank July 2005 - February 2011
Education
Tufts University 2001 — 2005
First Republic Bank April 2013 - Present
First Republic Bank February 2011 - April 2013
First Republic Bank July 2005 - February 2011
Education
Tufts University 2001 — 2005
Tami Flores's First Republic Bank Experience October 2013 - Present
Job Startup/Venture Capital community builder and advisor
Industry Internet
Experience
First Republic Bank October 2013 - Present
Google April 2012 - March 2013
Claremont Creek Ventures November 2010 - April 2012
Claremont Creek Ventures March 2008 - October 2010
Claremont Creek Ventures March 2005 - March 2008
Rohai Dojo 2004 - 2005
Clockdrive Productions 2002 - 2004
Skills
Entrepreneurship, Start-ups, Venture Capital, Business Strategy, Fundraising, Non-profits, Event Planning, Executive Management, Business Development, Research, Public Speaking, Corporate Development, Project Management, Editing, New Business Development, Strategic Planning, Strategic Partnerships, Instructional Design, Operational Planning, Operations Management, Team Leadership, Budgets, Nonprofits, Management
Education
UC Berkeley
Bachelor of Arts Degree, English Literature 2003
First Republic Bank October 2013 - Present
Google April 2012 - March 2013
Claremont Creek Ventures November 2010 - April 2012
Claremont Creek Ventures March 2008 - October 2010
Claremont Creek Ventures March 2005 - March 2008
Rohai Dojo 2004 - 2005
Clockdrive Productions 2002 - 2004
Skills
Entrepreneurship, Start-ups, Venture Capital, Business Strategy, Fundraising, Non-profits, Event Planning, Executive Management, Business Development, Research, Public Speaking, Corporate Development, Project Management, Editing, New Business Development, Strategic Planning, Strategic Partnerships, Instructional Design, Operational Planning, Operations Management, Team Leadership, Budgets, Nonprofits, Management
Education
UC Berkeley
Bachelor of Arts Degree, English Literature 2003
Andrew Clarkson Andrew Clarkson's First Republic Bank Experience September 2010 - August 2011
Job Internet Badass
Industry Computer Software
Experience
Launch Code Labs February 2012 - Present
Mtuity September 2012 - March 2014
Ground Floor Coworking Space January 2012 - December 2012
Freelance web development and design. January 2005 - December 2011
First Republic Bank September 2010 - August 2011
Futurenet Solutions Inc. May 2009 - November 2009
Futurenet Solitions Inc. October 2007 - August 2008
Leprechuan, LLC 2007 - 2008
Skills
HTML 5, Troubleshooting, Ruby on Rails, Git, Mac, CSS, MySQL, Mobile Applications, JavaScript, Hardware, Heroku, CSS3, MongoDB, PostgreSQL, Software Development, Entrepreneurship, Networking, Mobile Devices, Cloud Computing, Meteor JS
Education
Tarrant County College 2007 — 2009
Computer Science, Networking
Launch Code Labs February 2012 - Present
Mtuity September 2012 - March 2014
Ground Floor Coworking Space January 2012 - December 2012
Freelance web development and design. January 2005 - December 2011
First Republic Bank September 2010 - August 2011
Futurenet Solutions Inc. May 2009 - November 2009
Futurenet Solitions Inc. October 2007 - August 2008
Leprechuan, LLC 2007 - 2008
Skills
HTML 5, Troubleshooting, Ruby on Rails, Git, Mac, CSS, MySQL, Mobile Applications, JavaScript, Hardware, Heroku, CSS3, MongoDB, PostgreSQL, Software Development, Entrepreneurship, Networking, Mobile Devices, Cloud Computing, Meteor JS
Education
Tarrant County College 2007 — 2009
Computer Science, Networking
Peter Falco Peter Falco's First Republic Bank Experience July 2011 - January 2014
Job Financial Analyst
Industry Financial Services
Experience
Bank of the Ozarks July 2014 - Present
First Republic Bank July 2011 - January 2014
Higgins Group July 2010 - July 2011
Chicago Title Insurance Company June 2008 - September 2008
Sonnenblick-Goldman February 2006 - August 2006
Skills
Commercial Real Estate, Finance, Financial Analysis, Real Estate Lending, Asset Management, Construction Loans, Real Estate, Cashflow Analysis, Investment Properties, Real Estate Development, Residential Homes, Valuation, Fixed Income, Real Estate Economics, Credit, Banking, Credit Analysis, Analysis, Financial Services
Education
Union College 2004 — 2009
BA, Economics
Fox Lane High School 2000 — 2004
Bank of the Ozarks July 2014 - Present
First Republic Bank July 2011 - January 2014
Higgins Group July 2010 - July 2011
Chicago Title Insurance Company June 2008 - September 2008
Sonnenblick-Goldman February 2006 - August 2006
Skills
Commercial Real Estate, Finance, Financial Analysis, Real Estate Lending, Asset Management, Construction Loans, Real Estate, Cashflow Analysis, Investment Properties, Real Estate Development, Residential Homes, Valuation, Fixed Income, Real Estate Economics, Credit, Banking, Credit Analysis, Analysis, Financial Services
Education
Union College 2004 — 2009
BA, Economics
Fox Lane High School 2000 — 2004
Angela Tam Angela Tam's First Republic Bank Experience December 2012 - Present
Job Resourceful ProblemSolver
Industry Investment Management
Experience
First Republic Bank December 2012 - Present
B Star April 2012 - April 2013
Chungdahm Learning August 2011 - February 2012
B Star November 2010 - August 2011
All Covered December 2010 - July 2011
Leong & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2010 - October 2010
El Cajon Valley High School September 2009 - March 2010
The Preuss School UCSD October 2007 - June 2009
Skills
Leadership, Time Management, Microsoft Excel, Management, PowerPoint, Customer Service
Education
University of California, San Diego 2006 — 2010
Bachelor of Science, Management Science
The University of Hong Kong 2008 — 2008
Economics, Sociology
George Washington High School
First Republic Bank December 2012 - Present
B Star April 2012 - April 2013
Chungdahm Learning August 2011 - February 2012
B Star November 2010 - August 2011
All Covered December 2010 - July 2011
Leong & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2010 - October 2010
El Cajon Valley High School September 2009 - March 2010
The Preuss School UCSD October 2007 - June 2009
Skills
Leadership, Time Management, Microsoft Excel, Management, PowerPoint, Customer Service
Education
University of California, San Diego 2006 — 2010
Bachelor of Science, Management Science
The University of Hong Kong 2008 — 2008
Economics, Sociology
George Washington High School
Eric M. Relos Eric M. Relos's First Republic Bank Experience April 2012 - April 2014
Job Account Executive at Redwood Mortgage
Industry Commercial Real Estate
Experience
Redwood Mortgage May 2014 - Present
First Republic Bank April 2012 - April 2014
PENSCO Inc April 2010 - March 2012
The Mortgage Acquisition Corporation May 2009 - November 2009
Redwood Mortgage February 2008 - March 2009
Washington Mutual, Inc. June 2003 - December 2007
Berkshire Mortgage Finance June 2002 - June 2003
Bank of America June 1998 - July 2001
Skills
Real Estate Finance, Loans, Underwriting, Mortgage Lending, Mortgage, Credit, Investments, Portfolio Management, Asset Management, Real Estate Economics, Due Diligence, Commercial Mortgages, Finance, Banking, Referrals, Financial Analysis, Commercial Real Estate, Real Estate, Investment Properties, Financial Services
Education
University of California, Berkeley 1988 — 1989
Bach of Science, Business Administration
James Logan HS 1979 — 1983
High School, College Prep Courses, 3.87
Redwood Mortgage May 2014 - Present
First Republic Bank April 2012 - April 2014
PENSCO Inc April 2010 - March 2012
The Mortgage Acquisition Corporation May 2009 - November 2009
Redwood Mortgage February 2008 - March 2009
Washington Mutual, Inc. June 2003 - December 2007
Berkshire Mortgage Finance June 2002 - June 2003
Bank of America June 1998 - July 2001
Skills
Real Estate Finance, Loans, Underwriting, Mortgage Lending, Mortgage, Credit, Investments, Portfolio Management, Asset Management, Real Estate Economics, Due Diligence, Commercial Mortgages, Finance, Banking, Referrals, Financial Analysis, Commercial Real Estate, Real Estate, Investment Properties, Financial Services
Education
University of California, Berkeley 1988 — 1989
Bach of Science, Business Administration
James Logan HS 1979 — 1983
High School, College Prep Courses, 3.87
Emily French Martin Emily French Martin's First Republic Bank Experience August 2010 - August 2013
Job Principal at E Martin Consulting
Industry Real Estate
Experience
E Martin Consulting August 2013 - Present
First Republic Bank August 2010 - August 2013
Bank of the West October 2005 - August 2010
Bank of America September 2001 - September 2005
Bank of America September 1999 - September 2001
Skills
Real Estate Economics, Credit, Portfolio Management, Loans, Asset Managment, Underwriting, Affordable Housing, Commercial Mortgages, LIHTC
Education
University of California, Berkeley
E Martin Consulting August 2013 - Present
First Republic Bank August 2010 - August 2013
Bank of the West October 2005 - August 2010
Bank of America September 2001 - September 2005
Bank of America September 1999 - September 2001
Skills
Real Estate Economics, Credit, Portfolio Management, Loans, Asset Managment, Underwriting, Affordable Housing, Commercial Mortgages, LIHTC
Education
University of California, Berkeley
Gloria Salas-Kos Gloria Salas-Kos's First Republic Bank Experience May 1988 - May 1992
Job Program Analyst Research and Evaluation at U.S. Department of Labor
Industry Government Administration
Experience
U.S. Department of Labor January 2011 - Present
U. S. Department of Labor January 2006 - December 2011
U. S. Department of Labor April 2002 - December 2005
U.S. Department of Labor February 1998 - April 2002
First Republic Bank May 1988 - May 1992
Skills
Grants, Data Analysis, Strategic Planning, Technical Writing, Technical Support, Meeting Planning, Policy, Non-profits, Program Management, Research, Project Planning, Budgets, Nonprofits, Management, Leadership, Training, Government, Public Policy, Policy Analysis, Community Outreach, Program Development
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1994 — 1997
MPAff, public policy, non-profit organizations and education
University of Texas
Bachelor of Arts, Government
U.S. Department of Labor January 2011 - Present
U. S. Department of Labor January 2006 - December 2011
U. S. Department of Labor April 2002 - December 2005
U.S. Department of Labor February 1998 - April 2002
First Republic Bank May 1988 - May 1992
Skills
Grants, Data Analysis, Strategic Planning, Technical Writing, Technical Support, Meeting Planning, Policy, Non-profits, Program Management, Research, Project Planning, Budgets, Nonprofits, Management, Leadership, Training, Government, Public Policy, Policy Analysis, Community Outreach, Program Development
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1994 — 1997
MPAff, public policy, non-profit organizations and education
University of Texas
Bachelor of Arts, Government
Bruce Park Bruce Park's First Republic Bank Experience August 1999 - June 2002
Job Student at Western Governors University
Industry Information Technology and Services
Experience
Mount Sinai Hospital (Intellect Resources) January 2011 - March 2011
MOTOROLA August 2008 - March 2010
WASHINGTON MUTUAL BANK November 2002 - January 2008
FIRST REPUBLIC BANK August 1999 - June 2002
CompUSA December 1998 - July 1999
SOLSOURCE COMPUTERS April 1996 - January 1997
Skills
EMR, Instructional Design, Virtual Training, Classroom Training, Software Training, E-learning, Technical Training, Microsoft Office, Technical Writing, Training Delivery, Troubleshooting, Process Improvement, Learning Management, PowerPoint, Program Management, Curriculum Development, EHR, Documentation, Customer Relations, Leadership Development, Needs Analysis, Customer Service, Learning Management..., Access, Hands-on Training, Project Planning, E-Learning, Training, Software Documentation, Classroom, Instructor-led Training, Team Building, Captivate, Performance Improvement, Management, Coaching, Quality Assurance, Blended Learning
Education
Western Governors University
Bachelor of Science (BS), Health Informatics
University of California, Irvine
State University of New York at Albany
Bachelor of Arts (BA), Rhetoric and Communication
Mount Sinai Hospital (Intellect Resources) January 2011 - March 2011
MOTOROLA August 2008 - March 2010
WASHINGTON MUTUAL BANK November 2002 - January 2008
FIRST REPUBLIC BANK August 1999 - June 2002
CompUSA December 1998 - July 1999
SOLSOURCE COMPUTERS April 1996 - January 1997
Skills
EMR, Instructional Design, Virtual Training, Classroom Training, Software Training, E-learning, Technical Training, Microsoft Office, Technical Writing, Training Delivery, Troubleshooting, Process Improvement, Learning Management, PowerPoint, Program Management, Curriculum Development, EHR, Documentation, Customer Relations, Leadership Development, Needs Analysis, Customer Service, Learning Management..., Access, Hands-on Training, Project Planning, E-Learning, Training, Software Documentation, Classroom, Instructor-led Training, Team Building, Captivate, Performance Improvement, Management, Coaching, Quality Assurance, Blended Learning
Education
Western Governors University
Bachelor of Science (BS), Health Informatics
University of California, Irvine
State University of New York at Albany
Bachelor of Arts (BA), Rhetoric and Communication
Vic Maculaitis, CAMS's First Republic Bank Experience July 2014 - Present
Job Vice President & Head of AML Operations at First Republic Bank
Industry Government Relations
Experience
First Republic Bank July 2014 - Present
Zions Bancorporation September 2012 - July 2014
Self Employed Independent Consultant May 2009 - September 2012
FBOP Corporation September 2008 - May 2009
KeyCorp January 2006 - August 2008
US Department of Homeland Security November 2002 - December 2005
Skills
Bank Secrecy Act, AML, Fraud, OFAC, Risk Management, Banking, Risk Assessment, USA PATRIOT Act, KYC, Internal Audit, Fraud Detection, Investigation, Due Diligence, Financial Institutions, Analysis, Enterprise Risk..., Retail Banking, Internal Investigations, Financial Risk, Private Investigations, Criminal Investigations, Leadership, Regulations, Certified Fraud Examiner, Operational Risk, Enforcement, Policy, Anti Money Laundering, FCPA, Financial Regulation, Background Checks, Intelligence, Financial Services, Operational Risk..., Risk Analysis, Business Continuity, Sanction, Securities, Payments, Privacy Law, Crisis Management, Corporate Governance, Physical Security, FINRA, Computer Forensics, Information Security..., Credit Cards, Governance, Law Enforcement
Education
American Military University 2006 — 2008
MA, Strategic Intelligence, Terrorism Studies
The University of Akron 1998 — 2003
AAS, Criminal Justice Studies, Law Enforcement
Walsh University 2000 — 2002
BA, Political Science, Middle East Studies
First Republic Bank July 2014 - Present
Zions Bancorporation September 2012 - July 2014
Self Employed Independent Consultant May 2009 - September 2012
FBOP Corporation September 2008 - May 2009
KeyCorp January 2006 - August 2008
US Department of Homeland Security November 2002 - December 2005
Skills
Bank Secrecy Act, AML, Fraud, OFAC, Risk Management, Banking, Risk Assessment, USA PATRIOT Act, KYC, Internal Audit, Fraud Detection, Investigation, Due Diligence, Financial Institutions, Analysis, Enterprise Risk..., Retail Banking, Internal Investigations, Financial Risk, Private Investigations, Criminal Investigations, Leadership, Regulations, Certified Fraud Examiner, Operational Risk, Enforcement, Policy, Anti Money Laundering, FCPA, Financial Regulation, Background Checks, Intelligence, Financial Services, Operational Risk..., Risk Analysis, Business Continuity, Sanction, Securities, Payments, Privacy Law, Crisis Management, Corporate Governance, Physical Security, FINRA, Computer Forensics, Information Security..., Credit Cards, Governance, Law Enforcement
Education
American Military University 2006 — 2008
MA, Strategic Intelligence, Terrorism Studies
The University of Akron 1998 — 2003
AAS, Criminal Justice Studies, Law Enforcement
Walsh University 2000 — 2002
BA, Political Science, Middle East Studies
Kristian Clemens Kristian Clemens's First Republic Bank Experience May 2015 - Present
Job Rate Lock Desk Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
First Republic Trust Co December 2014 - March 2015
Wells Fargo October 2014 - December 2014
Rutter Associates, LLC September 2013 - December 2013
WVBR 93.5 FM October 2012 - May 2013
Novartis Vaccines and Diagnostics May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg, Fincad, Risk Management
Education
Cornell University 2009 — 2013
Bachelor's, A&S - Economics
Universitat de Barcelona 2012 — 2012
Macroeconomics and History
The College Preparatory School 2005 — 2009
High School Diploma
First Republic Bank May 2015 - Present
First Republic Trust Co December 2014 - March 2015
Wells Fargo October 2014 - December 2014
Rutter Associates, LLC September 2013 - December 2013
WVBR 93.5 FM October 2012 - May 2013
Novartis Vaccines and Diagnostics May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg, Fincad, Risk Management
Education
Cornell University 2009 — 2013
Bachelor's, A&S - Economics
Universitat de Barcelona 2012 — 2012
Macroeconomics and History
The College Preparatory School 2005 — 2009
High School Diploma
Janet Mikeal Janet Mikeal's First Republic Bank Experience 1982 - 1985
Job Executive Secretary and Financial Officer at Mikeal Construction group, LLC
Industry Construction
Experience
Mikeal Construction group, LLC 1992 - Present
The Woman's Club 2004 - 2008
Texas A&M University 1985 - 1993
First Republic Bank 1982 - 1985
Skills
Transcription, Audio Transcription, Machine Transcription, Copy Editing, Copy Typing, Data Entry, Proofreading, Research, PC, Mac, Microsoft Word, Virtual Assistance, Office Management, QuickBooks, Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, Office Administration, Small Business, Book Reviews, 10 Key, Market Research
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.), Psychology
Mikeal Construction group, LLC 1992 - Present
The Woman's Club 2004 - 2008
Texas A&M University 1985 - 1993
First Republic Bank 1982 - 1985
Skills
Transcription, Audio Transcription, Machine Transcription, Copy Editing, Copy Typing, Data Entry, Proofreading, Research, PC, Mac, Microsoft Word, Virtual Assistance, Office Management, QuickBooks, Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, Office Administration, Small Business, Book Reviews, 10 Key, Market Research
Education
Texas A&M University 1989 — 1993
Bachelor of Science (B.S.), Psychology
Victoria (Vickie) Lewis Victoria (Vickie) Lewis's First Republic Bank Experience July 2012 - August 2012
Job Foreign Exchange Project Manager, International Banking Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
Stacy Hills Stacy Hills's First Republic Bank Experience May 2013 - November 2013
Job Windy Hill Property Ventures
Industry Real Estate
Experience
Windy Hill Property Ventures November 2013 - Present
First Republic Bank May 2013 - November 2013
BNY Mellon January 2008 - December 2011
United Way of Massachusetts Bay August 2007 - January 2008
Skills
Senior Administration, Project Management, New Hire Processes, Event Planning, Event Management, Budget Reconciliation, Supervising, Customer Service, Office Management, Travel Planning, Expenses, Fundraising, Cold Calling, Data Analysis, Leadership, Nonprofits
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (BS), Psychology
Windy Hill Property Ventures November 2013 - Present
First Republic Bank May 2013 - November 2013
BNY Mellon January 2008 - December 2011
United Way of Massachusetts Bay August 2007 - January 2008
Skills
Senior Administration, Project Management, New Hire Processes, Event Planning, Event Management, Budget Reconciliation, Supervising, Customer Service, Office Management, Travel Planning, Expenses, Fundraising, Cold Calling, Data Analysis, Leadership, Nonprofits
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (BS), Psychology
Taso Kasaris Taso Kasaris's First Republic Bank Experience June 2004 - Present
Job Relationship Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2004 - Present
Education
UC Berkeley
First Republic Bank June 2004 - Present
Education
UC Berkeley
Anthony Alosi Anthony Alosi's First Republic Bank Experience February 2015 - Present
Job Senior Consultant at First Republic Bank
Industry Management Consulting
Experience
Alosi Consulting Group, Inc. September 1998 - Present
First Republic Bank February 2015 - Present
Service Source International September 2013 - January 2015
Intuit June 2013 - September 2013
Visa May 2012 - June 2013
Symantec January 2012 - April 2012
HP April 2011 - December 2011
Dun & Bradstreet February 2010 - December 2010
Administrative Office of the Courts January 2002 - November 2009
HomeGain January 2000 - December 2001
Skills
PMP, Process Improvement, Vendor Management, Business Strategy, Strategy, Program Management, Management, Management Consulting, Strategic Planning, Project Management, E-commerce, New Business Development, PMI-ACP
Education
Thunderbird School of Global Management 2003 — 2004
Certification, Global Leadership
Alosi Consulting Group, Inc. September 1998 - Present
First Republic Bank February 2015 - Present
Service Source International September 2013 - January 2015
Intuit June 2013 - September 2013
Visa May 2012 - June 2013
Symantec January 2012 - April 2012
HP April 2011 - December 2011
Dun & Bradstreet February 2010 - December 2010
Administrative Office of the Courts January 2002 - November 2009
HomeGain January 2000 - December 2001
Skills
PMP, Process Improvement, Vendor Management, Business Strategy, Strategy, Program Management, Management, Management Consulting, Strategic Planning, Project Management, E-commerce, New Business Development, PMI-ACP
Education
Thunderbird School of Global Management 2003 — 2004
Certification, Global Leadership
Reid Carter Reid Carter's First Republic Bank Experience March 1999 - March 2000
Job Information Technology Consultant
Industry Information Technology and Services
Experience
Reid Carter December 2010 - Present
Belcorp February 2007 - July 2010
Instituto de Empresa March 2006 - July 2006
Fractalia Remote Systems November 2005 - March 2006
REID CARTER - Consultant July 2002 - October 2005
iCastle August 2000 - January 2001
First Republic Bank March 1999 - March 2000
Skills
Windows Server, Microsoft SQL Server, Software Documentation, Visio, Databases, Security, Access, XML, System Administration, IIS, Visual Basic, Servers, C#, Technical Support, Visual Studio
Education
Universidad Carlos III de Madrid 2005 — 2006
Master, Information Systems
University of California, Berkeley 1986 — 1989
Bachelors in Arts, Industrial Psychology
Saint Ignatius High School 1979 — 1982
Reid Carter December 2010 - Present
Belcorp February 2007 - July 2010
Instituto de Empresa March 2006 - July 2006
Fractalia Remote Systems November 2005 - March 2006
REID CARTER - Consultant July 2002 - October 2005
iCastle August 2000 - January 2001
First Republic Bank March 1999 - March 2000
Skills
Windows Server, Microsoft SQL Server, Software Documentation, Visio, Databases, Security, Access, XML, System Administration, IIS, Visual Basic, Servers, C#, Technical Support, Visual Studio
Education
Universidad Carlos III de Madrid 2005 — 2006
Master, Information Systems
University of California, Berkeley 1986 — 1989
Bachelors in Arts, Industrial Psychology
Saint Ignatius High School 1979 — 1982
Jean Gigi Khoo PMP Jean Gigi Khoo PMP's First Republic Bank Experience July 2013 - August 2014
Job ITSM Project Manager and Consultant
Industry Information Technology and Services
Experience
Medivation April 2015 - Present
Independent Consultant August 2014 - April 2015
First Republic Bank July 2013 - August 2014
JANSSEN Alzheimer Immunotherapy (Johnson&Johnson) December 2012 - July 2013
Clif Bar and Company November 2008 - April 2011
Esprit de Corp May 2000 - June 2001
Epicurean Concepts, Inc. January 1990 - March 1998
Skills
Process Improvement, Project Planning, Project Management, Project Coordination, Schedule Control, Meeting Planning, Procurement, Stakeholder Management, Process Analysis, Communications Planning, Client Liaison, Writing, Product Development, Product Management, Production Planning, Test Planning, Outsourcing, Process Management, Program Management, SharePoint, ITIL Implementation, ITIL Process..., Service Levels, Workflow Management, Service Management, ITIL Process, Agile Project Management, Configuration Management, Organizational..., ISO 20000, Service Catalog, Asset Management, Project Portfolio..., ITIL, Service Level Agreements, IT Service Management, Problem Management, PMP, Business Analysis, Process Design, Process Redesign, Incident Management, CMDB, Business Process..., Leading Organizational..., Team Leadership, Quality Assurance, Change Management
Education
University of California, Berkeley 1985 — 1989
Bachelors of Arts, Geography
Medivation April 2015 - Present
Independent Consultant August 2014 - April 2015
First Republic Bank July 2013 - August 2014
JANSSEN Alzheimer Immunotherapy (Johnson&Johnson) December 2012 - July 2013
Clif Bar and Company November 2008 - April 2011
Esprit de Corp May 2000 - June 2001
Epicurean Concepts, Inc. January 1990 - March 1998
Skills
Process Improvement, Project Planning, Project Management, Project Coordination, Schedule Control, Meeting Planning, Procurement, Stakeholder Management, Process Analysis, Communications Planning, Client Liaison, Writing, Product Development, Product Management, Production Planning, Test Planning, Outsourcing, Process Management, Program Management, SharePoint, ITIL Implementation, ITIL Process..., Service Levels, Workflow Management, Service Management, ITIL Process, Agile Project Management, Configuration Management, Organizational..., ISO 20000, Service Catalog, Asset Management, Project Portfolio..., ITIL, Service Level Agreements, IT Service Management, Problem Management, PMP, Business Analysis, Process Design, Process Redesign, Incident Management, CMDB, Business Process..., Leading Organizational..., Team Leadership, Quality Assurance, Change Management
Education
University of California, Berkeley 1985 — 1989
Bachelors of Arts, Geography
Roberto Rivera's First Republic Bank Experience December 2010 - Present
Job Private Banking Relationship Management
Industry Banking
Experience
First Republic Bank December 2010 - Present
First Republic Bank November 2009 - December 2010
First Republic Bank December 2008 - October 2009
Skills
Banking, Private Banking, Credit, Loans, Credit Analysis, Financial Analysis, Fixed Income, Finance, Management, Financial Services, Mortgage Lending, Small Business Lending, Credit Risk, Valuation, Corporate Finance, Asset Management, Commercial Banking
Education
University of California, Berkeley
BA, Political Economy
John Cabot University
First Republic Bank December 2010 - Present
First Republic Bank November 2009 - December 2010
First Republic Bank December 2008 - October 2009
Skills
Banking, Private Banking, Credit, Loans, Credit Analysis, Financial Analysis, Fixed Income, Finance, Management, Financial Services, Mortgage Lending, Small Business Lending, Credit Risk, Valuation, Corporate Finance, Asset Management, Commercial Banking
Education
University of California, Berkeley
BA, Political Economy
John Cabot University
Charles Thornton's First Republic Bank Experience April 2006 - May 2009
Job Marketing Manager at Autodesk
Industry Marketing and Advertising
Experience
Autodesk June 2011 - Present
Jawbone June 2010 - August 2010
First Republic Bank April 2006 - May 2009
ServiceSource July 2003 - August 2005
Skills
Sales Management, Quantitative Finance, Product Management, Product Marketing, Analytics, Marketing Strategy, Marketing, Management, Sales, Negotiation, Strategy, Competitive Analysis, Financial Analysis, Finance, Market Analysis, Strategic Partnerships, Real Estate
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Marketing
Tufts University 1999 — 2003
Bachelor of Arts, Economics and International Relations
University High School 1995 — 1999
Autodesk June 2011 - Present
Jawbone June 2010 - August 2010
First Republic Bank April 2006 - May 2009
ServiceSource July 2003 - August 2005
Skills
Sales Management, Quantitative Finance, Product Management, Product Marketing, Analytics, Marketing Strategy, Marketing, Management, Sales, Negotiation, Strategy, Competitive Analysis, Financial Analysis, Finance, Market Analysis, Strategic Partnerships, Real Estate
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Marketing
Tufts University 1999 — 2003
Bachelor of Arts, Economics and International Relations
University High School 1995 — 1999
Hannah (Hanyu) Zhao Hannah (Hanyu) Zhao's First Republic Bank Experience July 2015 - Present
Job Lending Strategy Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
International House at UC Berkeley January 2014 - July 2015
People's Test Preparation Service(PTPS) February 2014 - December 2014
Skills
Customer Service, Public Speaking, Microsoft Excel, Sales, Strategy, Leadership, Outlook, Banking
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Political Economy, Economics
First Republic Bank July 2015 - Present
International House at UC Berkeley January 2014 - July 2015
People's Test Preparation Service(PTPS) February 2014 - December 2014
Skills
Customer Service, Public Speaking, Microsoft Excel, Sales, Strategy, Leadership, Outlook, Banking
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Political Economy, Economics
James Harrington James Harrington's First Republic Bank Experience October 2010 - October 2011
Job Simplifying the Employer to Employee connection
Industry Financial Services
Experience
GuideSpark March 2015 - Present
ADP March 2013 - March 2015
ADP June 2012 - February 2013
Jobi Liquor's 2008 - May 2012
First Republic Bank October 2010 - October 2011
Cobra Co. Construction June 2003 - August 2010
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Finance, Leadership, Sales, Time Management, New Business Development, Sales Management, Human Resources, Payroll, Business Strategy, Salesforce.com, Marketing, Microsoft Office, Process Improvement, ADP Payroll, Account Management, Retirement Planning, Financial Analysis, Customer Satisfaction, Customer Service, Management
Education
Suffolk University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
Suffolk University - Sawyer Business School 2008 — 2012
Finance, Finance
Mansfield High School
GuideSpark March 2015 - Present
ADP March 2013 - March 2015
ADP June 2012 - February 2013
Jobi Liquor's 2008 - May 2012
First Republic Bank October 2010 - October 2011
Cobra Co. Construction June 2003 - August 2010
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Finance, Leadership, Sales, Time Management, New Business Development, Sales Management, Human Resources, Payroll, Business Strategy, Salesforce.com, Marketing, Microsoft Office, Process Improvement, ADP Payroll, Account Management, Retirement Planning, Financial Analysis, Customer Satisfaction, Customer Service, Management
Education
Suffolk University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
Suffolk University - Sawyer Business School 2008 — 2012
Finance, Finance
Mansfield High School
Trevor Konieczny, CFA's First Republic Bank Experience February 2013 - Present
Job Senior Analyst Commercial Real Estate
Industry Banking
Experience
First Republic Bank February 2013 - Present
Auction.com September 2011 - February 2013
Baceline Investments May 2010 - September 2011
Skills
Valuation, Loans, Commercial Real Estate, Capital Markets, Disposition
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance
First Republic Bank February 2013 - Present
Auction.com September 2011 - February 2013
Baceline Investments May 2010 - September 2011
Skills
Valuation, Loans, Commercial Real Estate, Capital Markets, Disposition
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance
Shayal Maharaj's First Republic Bank Experience June 2015 - Present
Job Imaging Specialist at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank June 2015 - Present
ECMC November 2014 - May 2015
ECMC March 2013 - November 2014
Apple Computer/Volt January 2012 - January 2013
Skills
Microsoft Office, Customer Service, A+ Certified, CompTIA Network+..., Microsoft Excel, Mac OS X, PowerPoint, Data Entry, Troubleshooting, Operating Systems, Windows, CompTIA A+, System Administration, Computer Hardware, Software Documentation, Windows 7, Windows XP, Windows Server, Technical Support, Software Installation, Outlook, Management
Education
TechSkills of Sacramento 2010 — 2011
A+
Florin High School 2006 — 2010
First Republic Bank June 2015 - Present
ECMC November 2014 - May 2015
ECMC March 2013 - November 2014
Apple Computer/Volt January 2012 - January 2013
Skills
Microsoft Office, Customer Service, A+ Certified, CompTIA Network+..., Microsoft Excel, Mac OS X, PowerPoint, Data Entry, Troubleshooting, Operating Systems, Windows, CompTIA A+, System Administration, Computer Hardware, Software Documentation, Windows 7, Windows XP, Windows Server, Technical Support, Software Installation, Outlook, Management
Education
TechSkills of Sacramento 2010 — 2011
A+
Florin High School 2006 — 2010
Kevin Kinkade's First Republic Bank Experience 2015 - Present
Job BSA/AML Analytics at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank 2015 - Present
PwC 2013 - 2015
United States Marine Corps 2005 - 2013
Skills
Consulting, Management, Program Management, Military, Special Operations, Leadership, Operational Planning, Project Management, Information Technology, Analysis, Data Analytics, Change Management, Risk Management, Public Speaking, Data Visualization, Tableau, Spotfire, Data Governance, Microsoft Excel, Business Development, Sales Presentations, Cross-functional Team..., Intelligence, Anti Money Laundering, Microsoft SQL Server, R, Analytics, Strategic Planning, Process Improvement
Education
USC Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
US Naval Academy 2001 — 2005
Bachelor's Degree, Information Technology & National Security
First Republic Bank 2015 - Present
PwC 2013 - 2015
United States Marine Corps 2005 - 2013
Skills
Consulting, Management, Program Management, Military, Special Operations, Leadership, Operational Planning, Project Management, Information Technology, Analysis, Data Analytics, Change Management, Risk Management, Public Speaking, Data Visualization, Tableau, Spotfire, Data Governance, Microsoft Excel, Business Development, Sales Presentations, Cross-functional Team..., Intelligence, Anti Money Laundering, Microsoft SQL Server, R, Analytics, Strategic Planning, Process Improvement
Education
USC Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
US Naval Academy 2001 — 2005
Bachelor's Degree, Information Technology & National Security
Artem Sholomytskyy Artem Sholomytskyy's First Republic Bank Experience March 2015 - Present
Job Senior Risk and Compliance Liaison at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2015 - Present
First Republic Bank September 2014 - March 2015
First Republic Bank February 2013 - September 2014
First Republic Bank April 2012 - September 2014
Berry Appleman & Leiden February 2011 - April 2011
StyleWellness January 2003 - January 2008
Round Table Pizza July 2005 - January 2007
Skills
Mediation, Microsoft Excel, Financial Analysis, Customer Service, Banking, Outlook, Access, Analysis, Project Management, Software Documentation, Microsoft Office, Research, Accounting, Finance
Education
University of California, Berkeley 2007 — 2010
Bachelor's, Economics
First Republic Bank March 2015 - Present
First Republic Bank September 2014 - March 2015
First Republic Bank February 2013 - September 2014
First Republic Bank April 2012 - September 2014
Berry Appleman & Leiden February 2011 - April 2011
StyleWellness January 2003 - January 2008
Round Table Pizza July 2005 - January 2007
Skills
Mediation, Microsoft Excel, Financial Analysis, Customer Service, Banking, Outlook, Access, Analysis, Project Management, Software Documentation, Microsoft Office, Research, Accounting, Finance
Education
University of California, Berkeley 2007 — 2010
Bachelor's, Economics
Dana Tedeschi Dana Tedeschi's First Republic Bank Experience September 2012 - May 2013
Job Executive Assistant at ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital May 2013 - Present
First Republic Bank September 2012 - May 2013
#MOBILIZINGMARKETING September 2011 - May 2012
The University of Arizona August 2011 - January 2012
CEA Global Education January 2011 - May 2011
HC Associates, LLC June 2006 - August 2008
Skills
Phone Skills, Psychology, Social Media Marketing, Social Media, Office Administration, Research, Public Speaking, Public Relations, Microsoft Office, Event Planning, Peer Mentoring, Time Management, Marketing, Management, Sales, Leadership, Telephone Skills, Marketing Strategy, Customer Service, Facebook, Social Networking, Outlook, Microsoft Excel
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Psychology
CEA Global Campus 2011 — 2011
Study Abroad
Carondelet High School 2004 — 2008
ICONIQ Capital May 2013 - Present
First Republic Bank September 2012 - May 2013
#MOBILIZINGMARKETING September 2011 - May 2012
The University of Arizona August 2011 - January 2012
CEA Global Education January 2011 - May 2011
HC Associates, LLC June 2006 - August 2008
Skills
Phone Skills, Psychology, Social Media Marketing, Social Media, Office Administration, Research, Public Speaking, Public Relations, Microsoft Office, Event Planning, Peer Mentoring, Time Management, Marketing, Management, Sales, Leadership, Telephone Skills, Marketing Strategy, Customer Service, Facebook, Social Networking, Outlook, Microsoft Excel
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Psychology
CEA Global Campus 2011 — 2011
Study Abroad
Carondelet High School 2004 — 2008
Breann Griffin Breann Griffin's First Republic Bank Experience October 2014 - Present
Job Senior IT Internal Auditor at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank October 2014 - Present
PwC July 2012 - October 2014
United States District Court January 2009 - June 2012
Sunderland Martial Arts Academy February 2011 - February 2011
Whitehall Biological Weed Control Corporation June 2006 - September 2007
Skills
IT Audit, ITGC, Auditing, Assurance, SSAE 16, SAS70, CISA, Governance, Analysis, Internal Controls, Sarbanes-Oxley, SAP ERP, SOX 404, Business Process Testing, Coaching, Team Leadership, Internal Audit, Business Process Design, Risk Assessment, SWOT analysis, Segregation of Duties, SAP GRC Access Control, Sarbanes-Oxley Act
Education
The University of Montana - School of Business Administration 2008 — 2012
Bachelors, Management Information Systems
University of Sunderland 2010 — 2011
First Republic Bank October 2014 - Present
PwC July 2012 - October 2014
United States District Court January 2009 - June 2012
Sunderland Martial Arts Academy February 2011 - February 2011
Whitehall Biological Weed Control Corporation June 2006 - September 2007
Skills
IT Audit, ITGC, Auditing, Assurance, SSAE 16, SAS70, CISA, Governance, Analysis, Internal Controls, Sarbanes-Oxley, SAP ERP, SOX 404, Business Process Testing, Coaching, Team Leadership, Internal Audit, Business Process Design, Risk Assessment, SWOT analysis, Segregation of Duties, SAP GRC Access Control, Sarbanes-Oxley Act
Education
The University of Montana - School of Business Administration 2008 — 2012
Bachelors, Management Information Systems
University of Sunderland 2010 — 2011
Scott Geller Scott Geller's First Republic Bank Experience 1991 - 2001
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Wells Fargo Advisors February 2010 - August 2013
First Republic Bank 1991 - 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Finance, Credit, Loan Origination, Asset Management, Refinance, Commercial Lending, Strategic Financial..., Equities, Banking, Financial Analysis, Commercial Mortgages, Underwriting, Valuation, Insurance, Life Insurance, Risk Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Management, Strategic Planning
Education
The University of Texas at Austin 1986 — 1987
Mortgage Banking Certification
San Diego State University 1977 — 1981
Bachelor of Science, Business Administration
Merrill Lynch August 2013 - Present
Wells Fargo Advisors February 2010 - August 2013
First Republic Bank 1991 - 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Finance, Credit, Loan Origination, Asset Management, Refinance, Commercial Lending, Strategic Financial..., Equities, Banking, Financial Analysis, Commercial Mortgages, Underwriting, Valuation, Insurance, Life Insurance, Risk Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Management, Strategic Planning
Education
The University of Texas at Austin 1986 — 1987
Mortgage Banking Certification
San Diego State University 1977 — 1981
Bachelor of Science, Business Administration
Eliza Galligan Eliza Galligan's First Republic Bank Experience September 2014 - December 2014
Job Receptionist at Gryphon Investors
Industry Executive Office
Experience
Gryphon Investors January 2015 - Present
First Republic Bank September 2014 - December 2014
Orient Overseas Container Line July 2013 - August 2013
Sherman Swim School June 2009 - September 2012
Oakwood Athletic Club June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Social Networking, Time Management
Education
University of Arizona 2010 — 2014
Bachelor's degree, Sociology
Independent Colleges: Dublin, Ireland 2012 — 2012
Gryphon Investors January 2015 - Present
First Republic Bank September 2014 - December 2014
Orient Overseas Container Line July 2013 - August 2013
Sherman Swim School June 2009 - September 2012
Oakwood Athletic Club June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Social Networking, Time Management
Education
University of Arizona 2010 — 2014
Bachelor's degree, Sociology
Independent Colleges: Dublin, Ireland 2012 — 2012
Yama A. Sarwari Yama A. Sarwari's First Republic Bank Experience March 2015 - Present
Job Talent and Organizational Development
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
Moody's Corporation March 2014 - March 2015
Kaiser Permanente January 2012 - December 2013
Wells Fargo September 2003 - January 2012
Skills
Performance Consulting, Needs Analysis, Training Delivery, Learning Management, Performance Management, Leadership Development, Onboarding, Virtual Facilitation, Adult Learning Theory, Course Evaluation, Train the Trainer..., Personality Styles, StrengthsFinder, Strengths Development, Personal Coaching, Executive Team Coaching, 360 Assessments, Achieve Global Certified, Training Leadership, Situational Leadership, DISC Profiling, Change Management, Large-scale Change, Banking, Healthcare, Training, Performance Improvement, Coaching, Executive Coaching, Workforce Planning, Blended Learning, Organizational..., Employee Engagement, Organizational Design, Instructor-led Training, Talent Management, Instructional Design, Training Facilitation, Culture Change, Employee Training, Management Development, Conflict Resolution, Leadership, Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology
First Republic Bank March 2015 - Present
Moody's Corporation March 2014 - March 2015
Kaiser Permanente January 2012 - December 2013
Wells Fargo September 2003 - January 2012
Skills
Performance Consulting, Needs Analysis, Training Delivery, Learning Management, Performance Management, Leadership Development, Onboarding, Virtual Facilitation, Adult Learning Theory, Course Evaluation, Train the Trainer..., Personality Styles, StrengthsFinder, Strengths Development, Personal Coaching, Executive Team Coaching, 360 Assessments, Achieve Global Certified, Training Leadership, Situational Leadership, DISC Profiling, Change Management, Large-scale Change, Banking, Healthcare, Training, Performance Improvement, Coaching, Executive Coaching, Workforce Planning, Blended Learning, Organizational..., Employee Engagement, Organizational Design, Instructor-led Training, Talent Management, Instructional Design, Training Facilitation, Culture Change, Employee Training, Management Development, Conflict Resolution, Leadership, Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology
Devin Dolan's First Republic Bank Experience August 2013 - Present
Job Private Banker at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2013 - Present
First Republic Bank May 2012 - July 2013
Beacon Hill Staffing Group October 2011 - March 2012
CoStar Group June 2010 - September 2011
Skills
Sales, Leadership, Microsoft Word, Marketing, Cold Calling, Banking, Sales Presentations, Finance, Management, Research
Education
The Catholic University of America 2006 — 2010
Bachelor's Degree, Communications
First Republic Bank August 2013 - Present
First Republic Bank May 2012 - July 2013
Beacon Hill Staffing Group October 2011 - March 2012
CoStar Group June 2010 - September 2011
Skills
Sales, Leadership, Microsoft Word, Marketing, Cold Calling, Banking, Sales Presentations, Finance, Management, Research
Education
The Catholic University of America 2006 — 2010
Bachelor's Degree, Communications
Michael J. Keating, CFP® Michael J. Keating, CFP®'s First Republic Bank Experience September 2013 - Present
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
InnerHarbor Advisors, LLC January 2009 - September 2013
NYSE 2002 - 2008
Deutsche Bank/ Alex Brown February 1996 - July 2002
Education
University at Albany, SUNY 1991 — 1995
Oxford University 1993 — 1993
Study Abroad Program, English Literature
Iona Preparatory 1987 — 1991
High School
First Republic Bank September 2013 - Present
InnerHarbor Advisors, LLC January 2009 - September 2013
NYSE 2002 - 2008
Deutsche Bank/ Alex Brown February 1996 - July 2002
Education
University at Albany, SUNY 1991 — 1995
Oxford University 1993 — 1993
Study Abroad Program, English Literature
Iona Preparatory 1987 — 1991
High School
Benjamin Arenas Benjamin Arenas's First Republic Bank Experience August 2013 - December 2013
Job Operations Associate at First Republic Securities
Industry Financial Services
Experience
First Republic Bank August 2013 - December 2013
Radius Commercial Real Estate and Investments October 2012 - June 2013
UCSB Maintenance Department June 2010 - June 2011
Kumon May 2008 - August 2009
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.6 Major GPA
Universitat de Barcelona 2011 — 2012
Economics
California High School
First Republic Bank August 2013 - December 2013
Radius Commercial Real Estate and Investments October 2012 - June 2013
UCSB Maintenance Department June 2010 - June 2011
Kumon May 2008 - August 2009
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.6 Major GPA
Universitat de Barcelona 2011 — 2012
Economics
California High School
Topher Evans's First Republic Bank Experience November 2012 - Present
Job Help Desk Technician at First Republic Bank
Industry Hospital & Health Care
Experience
First Republic Bank November 2012 - Present
First Republic Bank November 2011 - November 2012
Santa Clara Valley Medical Center December 2005 - August 2011
Santa Clara Valley Medical Center December 2005 - June 2007
Skills
Healthcare, Public Speaking, Training, Customer Service, Microsoft Office, Leadership Development, Organizational..., PowerPoint, Team Building, Coaching, Microsoft Excel, Microsoft Word, Access, Employee Training, Leadership, Hospitals, Windows, Policy, Process Improvement, Technical Support, Software Documentation, Outlook, Management, Data Analysis, Customer Satisfaction, SharePoint, Troubleshooting, Staff Development, Change Management, Visio, Team Leadership, Computer Hardware, BMC Remedy, Time Management
Education
The Wright Institute 2014 — 2016
Master's Degree, Counseling Psychology
Brigham Young University 1999 — 2002
Bachelor of Education (B.Ed.)
First Republic Bank November 2012 - Present
First Republic Bank November 2011 - November 2012
Santa Clara Valley Medical Center December 2005 - August 2011
Santa Clara Valley Medical Center December 2005 - June 2007
Skills
Healthcare, Public Speaking, Training, Customer Service, Microsoft Office, Leadership Development, Organizational..., PowerPoint, Team Building, Coaching, Microsoft Excel, Microsoft Word, Access, Employee Training, Leadership, Hospitals, Windows, Policy, Process Improvement, Technical Support, Software Documentation, Outlook, Management, Data Analysis, Customer Satisfaction, SharePoint, Troubleshooting, Staff Development, Change Management, Visio, Team Leadership, Computer Hardware, BMC Remedy, Time Management
Education
The Wright Institute 2014 — 2016
Master's Degree, Counseling Psychology
Brigham Young University 1999 — 2002
Bachelor of Education (B.Ed.)
Jeff Fan Jeff Fan's First Republic Bank Experience December 2007 - July 2012
Job Manager, American Express Company
Industry Financial Services
Experience
American Express June 2013 - Present
First Republic Bank December 2007 - July 2012
Prudential Mortgage Capital Company June 2006 - December 2007
Skills
Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
MBA
University of California, Berkeley 2002 — 2006
BA, Computer Science
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BS, Business Administration
American Express June 2013 - Present
First Republic Bank December 2007 - July 2012
Prudential Mortgage Capital Company June 2006 - December 2007
Skills
Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
MBA
University of California, Berkeley 2002 — 2006
BA, Computer Science
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BS, Business Administration
Dana Topkins Dana Topkins's First Republic Bank Experience January 2012 - Present
Job Executive Assistant at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2012 - Present
Regan Communications May 2010 - August 2010
Education
The Catholic University of America 2007 — 2011
Bachelors, Media Studies, Psychology
First Republic Bank January 2012 - Present
Regan Communications May 2010 - August 2010
Education
The Catholic University of America 2007 — 2011
Bachelors, Media Studies, Psychology
Carol Marie Badger Carol Marie Badger's First Republic Bank Experience November 2013 - June 2014
Job ELearning Instructional Designer at First Republic Bank
Industry Internet
Experience
First Republic Bank November 2013 - June 2014
Peregrine Performance Group July 2013 - August 2013
Arnowitz Creative Agency August 2012 - November 2012
U.S. Environmental Protection Agency May 2010 - 2011
Virtual Display 2008 - April 2010
ShareChive January 2004 - December 2007
Olympic Club 1996 - 2007
Stanford University January 1992 - July 1995
Jung Brannen Architects & Engineers 1911 - 1912
Skills
User Interface Design, Flash, Graphics, Animation, Photoshop, HTML, Web Design, Illustrator, SQL, Dreamweaver, Adobe Creative Suite, Multimedia, ActionScript, Mac, XHTML, Video, Modeling, Website Development, Project Management, Video Editing, Maya, Adobe Acrobat, Digital Photography, Graphic Design, Captivate, HTML 5
Education
University of California, Berkeley
Bachelor of Arts, Architecture
First Republic Bank November 2013 - June 2014
Peregrine Performance Group July 2013 - August 2013
Arnowitz Creative Agency August 2012 - November 2012
U.S. Environmental Protection Agency May 2010 - 2011
Virtual Display 2008 - April 2010
ShareChive January 2004 - December 2007
Olympic Club 1996 - 2007
Stanford University January 1992 - July 1995
Jung Brannen Architects & Engineers 1911 - 1912
Skills
User Interface Design, Flash, Graphics, Animation, Photoshop, HTML, Web Design, Illustrator, SQL, Dreamweaver, Adobe Creative Suite, Multimedia, ActionScript, Mac, XHTML, Video, Modeling, Website Development, Project Management, Video Editing, Maya, Adobe Acrobat, Digital Photography, Graphic Design, Captivate, HTML 5
Education
University of California, Berkeley
Bachelor of Arts, Architecture
Matthew Ligon Matthew Ligon's First Republic Bank Experience January 2014 - January 2014
Job Client Acquisition Specialist
Industry
Experience
Meltwater June 2015 - Present
NameCoach Inc. June 2014 - September 2014
First Republic Bank January 2014 - January 2014
Land Home Financial Services June 2013 - October 2013
Sunnyside Resort May 2012 - September 2012
Kinders Meats and Deli May 2011 - August 2011
Skills
Teamwork, Time Management, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Photoshop, Social Networking, Marketing, Facebook, Customer Service, Leadership, Social Media Marketing, Public Relations, Research, International Business, International Management, Cross-functional Team..., Multi-Cultural Team..., Team Leadership, Sales Consulting, Consultative Sales..., Sales, Sales Process, Group Presentations, Presentation Skills, Management, Advertising, Event Management, Fundraising
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.45 / 4.0
University of Virginia 2014 — 2014
Study Abroad Program, International Business, 3.5 / 4.0
Meltwater June 2015 - Present
NameCoach Inc. June 2014 - September 2014
First Republic Bank January 2014 - January 2014
Land Home Financial Services June 2013 - October 2013
Sunnyside Resort May 2012 - September 2012
Kinders Meats and Deli May 2011 - August 2011
Skills
Teamwork, Time Management, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Photoshop, Social Networking, Marketing, Facebook, Customer Service, Leadership, Social Media Marketing, Public Relations, Research, International Business, International Management, Cross-functional Team..., Multi-Cultural Team..., Team Leadership, Sales Consulting, Consultative Sales..., Sales, Sales Process, Group Presentations, Presentation Skills, Management, Advertising, Event Management, Fundraising
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.45 / 4.0
University of Virginia 2014 — 2014
Study Abroad Program, International Business, 3.5 / 4.0
Gwen Lee's First Republic Bank Experience February 2014 - Present
Job Senior Financial Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2014 - Present
First Republic Bank August 2011 - February 2014
Equilar July 2011 - August 2011
Equilar August 2009 - July 2011
Equilar January 2007 - May 2009
Skills
Microsoft Excel, Microsoft Access, SQL, Hyperion, SNL Financial, Conversational Mandarin
Education
University of California, Berkeley 2005 — 2009
Bachelors, Economics
First Republic Bank February 2014 - Present
First Republic Bank August 2011 - February 2014
Equilar July 2011 - August 2011
Equilar August 2009 - July 2011
Equilar January 2007 - May 2009
Skills
Microsoft Excel, Microsoft Access, SQL, Hyperion, SNL Financial, Conversational Mandarin
Education
University of California, Berkeley 2005 — 2009
Bachelors, Economics
Justin Sampson Justin Sampson's First Republic Bank Experience June 2013 - August 2013
Job Strategy Analyst at Accenture
Industry Consumer Services
Experience
Accenture February 2015 - Present
Haas Business School March 2014 - December 2014
WattTime February 2014 - June 2014
BayStreet Research, LLC September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Ritual Wellness, Inc. June 2012 - July 2012
Carbon Voyage June 2011 - August 2011
Skills
Data Analysis, Market Research, Strategy, Microsoft Office, Financial Modeling, PowerPoint, Social Media, Microsoft Excel, Critical Thinking, Sales, Social Networking, Microsoft Word, Risk Management, Budgets, Applied Mathematics, Regression Analysis, R, Python, Economics, Research, Analysis, Marketing
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.6
University of California, Berkeley
BASE, Business, 3.9
Mater Dei 2006 — 2010
Accenture February 2015 - Present
Haas Business School March 2014 - December 2014
WattTime February 2014 - June 2014
BayStreet Research, LLC September 2013 - December 2013
First Republic Bank June 2013 - August 2013
Ritual Wellness, Inc. June 2012 - July 2012
Carbon Voyage June 2011 - August 2011
Skills
Data Analysis, Market Research, Strategy, Microsoft Office, Financial Modeling, PowerPoint, Social Media, Microsoft Excel, Critical Thinking, Sales, Social Networking, Microsoft Word, Risk Management, Budgets, Applied Mathematics, Regression Analysis, R, Python, Economics, Research, Analysis, Marketing
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.6
University of California, Berkeley
BASE, Business, 3.9
Mater Dei 2006 — 2010
Ronald Crawley Ronald Crawley's First Republic Bank Experience July 2015 - Present
Job Vice President, Foreign Exchange Compliance Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2015 - Present
Roxbury Community College Foundation November 2014 - Present
State Street May 2013 - July 2015
Morse, Barnes-Brown & Pendleton, P.C. June 2011 - May 2013
Choate, Hall & Stewart 2006 - June 2011
Ten Eyck Associates (currently known as FTI Consulting) 2002 - 2003
Goldman Sachs 2001 - 2002
PwC 1999 - 2001
Skills
Start-ups, Private Equity, Venture Capital, Mergers, Corporate Law, Corporate Governance, Securities, LLC, Medical Devices, Lifesciences, Data Privacy, Mergers & Acquisitions
Education
The University of Connecticut School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Science (B.S.), Accounting
First Republic Bank July 2015 - Present
Roxbury Community College Foundation November 2014 - Present
State Street May 2013 - July 2015
Morse, Barnes-Brown & Pendleton, P.C. June 2011 - May 2013
Choate, Hall & Stewart 2006 - June 2011
Ten Eyck Associates (currently known as FTI Consulting) 2002 - 2003
Goldman Sachs 2001 - 2002
PwC 1999 - 2001
Skills
Start-ups, Private Equity, Venture Capital, Mergers, Corporate Law, Corporate Governance, Securities, LLC, Medical Devices, Lifesciences, Data Privacy, Mergers & Acquisitions
Education
The University of Connecticut School of Law 2003 — 2006
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Science (B.S.), Accounting
Florence Ahlouche's First Republic Bank Experience January 2010 - August 2011
Job
Industry Biotechnology
Experience
Gilead Sciences August 2011 - Present
First Republic Bank January 2010 - August 2011
Applied Biosystems Inc/Life Technologies (now Thermo Fisher) December 2003 - January 2009
COR Therapeutics acquired by Millennium Pharmaceuticals, now Takeda Oncology January 2001 - January 2003
Visa International January 1999 - January 2001
KCSM-TV January 1997 - January 1999
Skills
French and American..., Management, Project Management, Software Documentation, Analysis, Leadership, Data Analysis, Contract Negotiation, Training, Access, Intellectual Property, Budgets, Biotechnology, Contract Management, Negotiation, Databases, Team Management, Clinical Trials, Finance, Customer Service, CRO, Program Management, Data Conversion, Database Administration, Product Management, Oncology, Licensing
Education
University of California, Berkeley 2013 — 2014
Project Management Certificate
Golden Gate University 2003 — 2005
M.B.A, Finance
San Francisco State University 2000 — 2001
Bachelor of Science, International Business
Gilead Sciences August 2011 - Present
First Republic Bank January 2010 - August 2011
Applied Biosystems Inc/Life Technologies (now Thermo Fisher) December 2003 - January 2009
COR Therapeutics acquired by Millennium Pharmaceuticals, now Takeda Oncology January 2001 - January 2003
Visa International January 1999 - January 2001
KCSM-TV January 1997 - January 1999
Skills
French and American..., Management, Project Management, Software Documentation, Analysis, Leadership, Data Analysis, Contract Negotiation, Training, Access, Intellectual Property, Budgets, Biotechnology, Contract Management, Negotiation, Databases, Team Management, Clinical Trials, Finance, Customer Service, CRO, Program Management, Data Conversion, Database Administration, Product Management, Oncology, Licensing
Education
University of California, Berkeley 2013 — 2014
Project Management Certificate
Golden Gate University 2003 — 2005
M.B.A, Finance
San Francisco State University 2000 — 2001
Bachelor of Science, International Business
Gen Makino, PMP's First Republic Bank Experience December 2009 - Present
Job
Industry Financial Services
Experience
First Republic Bank December 2009 - Present
JPMorgan Chase November 2008 - January 2009
Washington Mutual September 2004 - November 2008
Kanisa 2003 - 2004
Ask Jeeves 1999 - 2003
Jeeves Solutions 1999 - 2003
Bank of America 1994 - 1999
Education
University of California, Berkeley 1990 — 1994
BA
First Republic Bank December 2009 - Present
JPMorgan Chase November 2008 - January 2009
Washington Mutual September 2004 - November 2008
Kanisa 2003 - 2004
Ask Jeeves 1999 - 2003
Jeeves Solutions 1999 - 2003
Bank of America 1994 - 1999
Education
University of California, Berkeley 1990 — 1994
BA
Julie Klinge (formerly Bohm)'s First Republic Bank Experience August 2004 - Present
Job Director Credit Portfolio Reporting and Analytics
Industry Banking
Experience
First Republic Bank August 2004 - Present
TeleCheck 2000 - 2004
Evans & Sutherland August 1999 - August 2000
Skills
Risk Management, Credit, Loans, Business Analysis, Financial Modeling, Process Improvement, SAS, Financial Analysis, SQL, Credit Risk, Business Strategy, Analytics
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
First Republic Bank August 2004 - Present
TeleCheck 2000 - 2004
Evans & Sutherland August 1999 - August 2000
Skills
Risk Management, Credit, Loans, Business Analysis, Financial Modeling, Process Improvement, SAS, Financial Analysis, SQL, Credit Risk, Business Strategy, Analytics
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Greg Ko's First Republic Bank Experience May 2008 - Present
Job Manager Item Processing at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2008 - Present
Wells Fargo Bank (Formerly known as Greater Bay Bancorp) March 2007 - April 2008
Greater Bay Bank October 2004 - February 2007
Greater Bay Bank May 2002 - September 2004
California Federal Bank February 2002 - April 2002
Bank of America July 2001 - January 2002
Bank of America July 2000 - June 2001
Bank of America August 1998 - July 2000
Bank of America April 1997 - August 1998
Bank of America March 1995 - March 1997
Skills
Banking, Business Continuity..., Business Process..., Project Management, Program Management, Cross-functional Team..., Team Building, Financial Services, Leadership, Relationship Management, Financial Analysis, Management, Product Management, Business Process, Operations Management, Retail Banking, Risk Management, Sales, Analysis, Executive Management, Loans, Mergers & Acquisitions, Training, CRM, Financial Risk, Strategic Planning, Vendor Management, Budgets, Commercial Banking, Commercial Lending
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts (B.A.), Physiology, General
First Republic Bank May 2008 - Present
Wells Fargo Bank (Formerly known as Greater Bay Bancorp) March 2007 - April 2008
Greater Bay Bank October 2004 - February 2007
Greater Bay Bank May 2002 - September 2004
California Federal Bank February 2002 - April 2002
Bank of America July 2001 - January 2002
Bank of America July 2000 - June 2001
Bank of America August 1998 - July 2000
Bank of America April 1997 - August 1998
Bank of America March 1995 - March 1997
Skills
Banking, Business Continuity..., Business Process..., Project Management, Program Management, Cross-functional Team..., Team Building, Financial Services, Leadership, Relationship Management, Financial Analysis, Management, Product Management, Business Process, Operations Management, Retail Banking, Risk Management, Sales, Analysis, Executive Management, Loans, Mergers & Acquisitions, Training, CRM, Financial Risk, Strategic Planning, Vendor Management, Budgets, Commercial Banking, Commercial Lending
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts (B.A.), Physiology, General
Nicholas Peterson's First Republic Bank Experience June 2008 - August 2008
Job MBA Candidate at UCLA Anderson
Industry Internet
Experience
PayPal June 2015 - September 2015
PayJunction January 2012 - August 2014
PayJunction September 2010 - December 2011
PayJunction January 2010 - September 2010
The G.B. Group January 2009 - December 2009
First Republic Bank June 2008 - August 2008
Skills
Management, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Project Management, Analysis, Training, PowerPoint, Public Speaking, Budgets, Microsoft Office, Research, Tutoring, Leadership, Payments, Payment Card Processing, Risk Assessment, Risk Management, Risk Analysis, Strategic Planning, Cross-functional Team..., Business Development, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2005 — 2008
Bachelor of Science In Cursu Honorum Magna Cum Laude, Discrete Math/Operations Research
PayPal June 2015 - September 2015
PayJunction January 2012 - August 2014
PayJunction September 2010 - December 2011
PayJunction January 2010 - September 2010
The G.B. Group January 2009 - December 2009
First Republic Bank June 2008 - August 2008
Skills
Management, Customer Service, Financial Analysis, Forecasting, Microsoft Excel, Project Management, Analysis, Training, PowerPoint, Public Speaking, Budgets, Microsoft Office, Research, Tutoring, Leadership, Payments, Payment Card Processing, Risk Assessment, Risk Management, Risk Analysis, Strategic Planning, Cross-functional Team..., Business Development, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2005 — 2008
Bachelor of Science In Cursu Honorum Magna Cum Laude, Discrete Math/Operations Research
Lindsay Scott's First Republic Bank Experience March 2012 - Present
Job Account Executive at First Republic Bank
Industry Banking
Experience
First Republic Bank March 2012 - Present
Trian Credit Partners, Trimaran Capital Partners July 2009 - February 2012
Colonial Fund December 2007 - July 2009
Vogue August 2006 - December 2007
Skills
Series 7, Series 63, Equities, Financial Modeling, Private Equity, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Business Management
First Republic Bank March 2012 - Present
Trian Credit Partners, Trimaran Capital Partners July 2009 - February 2012
Colonial Fund December 2007 - July 2009
Vogue August 2006 - December 2007
Skills
Series 7, Series 63, Equities, Financial Modeling, Private Equity, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Business Management
Andrew D. Smaltz, CFA's First Republic Bank Experience June 2009 - March 2010
Job Director Citizens Asset Finance
Industry Banking
Experience
Citizens Commercial Banking January 2014 - Present
University of Redlands May 2013 - Present
Royal Bank of Scotland March 2010 - January 2014
First Republic Bank June 2009 - March 2010
Royal Bank of Scotland December 2005 - June 2009
ABN AMRO December 2003 - November 2005
FleetBoston Financial February 2001 - December 2003
Salzburg Seminar June 2000 - September 2000
Skills
Derivatives, Interest Rate..., Foreign Exchange, FX Options, Fixed Income, Capital Markets, Banking, Options, Swaps, Currency, Risk Management, Mergers & Acquisitions, Emerging Markets, Commercial Banking, Credit, Credit Analysis, Investment Banking, Financial Markets, Electronic Trading, Equity Derivatives, Operational Risk, Portfolio Management, Relationship Management, Funding, Quantitative Finance, Leveraged Finance, Loans, Rates, Wealth Management, Finance, Financial Structuring, Corporate Finance, Financial Analysis
Education
CFA 2008 — 2012
Finance, General
Suffolk University - Sawyer Business School 2003 — 2006
MSF, Finance
University of Redlands 1996 — 2000
BA, Business & Government
Brookline High School 1992 — 1996
General Studies
Citizens Commercial Banking January 2014 - Present
University of Redlands May 2013 - Present
Royal Bank of Scotland March 2010 - January 2014
First Republic Bank June 2009 - March 2010
Royal Bank of Scotland December 2005 - June 2009
ABN AMRO December 2003 - November 2005
FleetBoston Financial February 2001 - December 2003
Salzburg Seminar June 2000 - September 2000
Skills
Derivatives, Interest Rate..., Foreign Exchange, FX Options, Fixed Income, Capital Markets, Banking, Options, Swaps, Currency, Risk Management, Mergers & Acquisitions, Emerging Markets, Commercial Banking, Credit, Credit Analysis, Investment Banking, Financial Markets, Electronic Trading, Equity Derivatives, Operational Risk, Portfolio Management, Relationship Management, Funding, Quantitative Finance, Leveraged Finance, Loans, Rates, Wealth Management, Finance, Financial Structuring, Corporate Finance, Financial Analysis
Education
CFA 2008 — 2012
Finance, General
Suffolk University - Sawyer Business School 2003 — 2006
MSF, Finance
University of Redlands 1996 — 2000
BA, Business & Government
Brookline High School 1992 — 1996
General Studies
J. Andres Salcedo's First Republic Bank Experience January 2014 - Present
Job Manager Preferred Banking Office at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2014 - Present
First Republic Bank February 2013 - Present
First Republic Bank March 2012 - February 2013
First Republic Bank October 2008 - March 2012
Citibank November 2006 - March 2007
Bank of America October 2005 - November 2006
The Ritz-Carlton Hotel Company LLC August 2004 - January 2006
Skills
Banking, Retail Banking, Sales, CRM, Customer Service, Management, Financial Services, Investments, Training, Customer Retention
Education
Universidad ICESI 1996 — 2000
B.S in Business Administration
.
Boston University
CFP Certification, Financial Planning Candidate, Boston University, Boston Ma
First Republic Bank January 2014 - Present
First Republic Bank February 2013 - Present
First Republic Bank March 2012 - February 2013
First Republic Bank October 2008 - March 2012
Citibank November 2006 - March 2007
Bank of America October 2005 - November 2006
The Ritz-Carlton Hotel Company LLC August 2004 - January 2006
Skills
Banking, Retail Banking, Sales, CRM, Customer Service, Management, Financial Services, Investments, Training, Customer Retention
Education
Universidad ICESI 1996 — 2000
B.S in Business Administration
.
Boston University
CFP Certification, Financial Planning Candidate, Boston University, Boston Ma
Lourdes Robles-Velazquez's First Republic Bank Experience 2001 - 2007
Job Program Associate at The William and Flora Hewlett Foundation
Industry Executive Office
Experience
The William and Flora Hewlett Foundation May 2014 - Present
The National Hispanic University June 2012 - May 2014
The National Hispanic University February 2010 - May 2014
The National Hispanic University 2012 - 2013
first republic bank 2001 - 2007
Skills
Event Planning, Public Speaking, Strategic Planning, Research, Community Outreach, Higher Education, PowerPoint, Microsoft Office, Microsoft Excel, Program Management, Microsoft Word, Staff Development, Spanish, Volunteer Management, Budgets
Education
The National Hispanic University 2009 — 2015
BA Psychology, concentration Organizational Psychology
The William and Flora Hewlett Foundation May 2014 - Present
The National Hispanic University June 2012 - May 2014
The National Hispanic University February 2010 - May 2014
The National Hispanic University 2012 - 2013
first republic bank 2001 - 2007
Skills
Event Planning, Public Speaking, Strategic Planning, Research, Community Outreach, Higher Education, PowerPoint, Microsoft Office, Microsoft Excel, Program Management, Microsoft Word, Staff Development, Spanish, Volunteer Management, Budgets
Education
The National Hispanic University 2009 — 2015
BA Psychology, concentration Organizational Psychology
Karyn Walsh's First Republic Bank Experience June 2011 - Present
Job National Event DirectorFirst Republic Bank's Affinity Group
Industry Events Services
Experience
First Republic Bank June 2011 - Present
HFCFO Association July 2008 - July 2011
Town of Swampscott November 2007 - July 2011
Skills
Fundraising, Social Media, Finance, Marketing Communications, Community Outreach, Hedge Funds, Event Planning, Public Relations, Strategic Planning, Strategic Communications, Event Management, Non-profits, Customer Service, Social Media Marketing, Research, Marketing, Microsoft Office, Business Development, Public Speaking, Budgets, Social Networking, Volunteer Management, Online Marketing, Leadership, Entrepreneurship, Start-ups, Nonprofits
Education
The George Washington University 1985 — 1989
BA, Communications-Radio/TV/Film
Marblehead High School
First Republic Bank June 2011 - Present
HFCFO Association July 2008 - July 2011
Town of Swampscott November 2007 - July 2011
Skills
Fundraising, Social Media, Finance, Marketing Communications, Community Outreach, Hedge Funds, Event Planning, Public Relations, Strategic Planning, Strategic Communications, Event Management, Non-profits, Customer Service, Social Media Marketing, Research, Marketing, Microsoft Office, Business Development, Public Speaking, Budgets, Social Networking, Volunteer Management, Online Marketing, Leadership, Entrepreneurship, Start-ups, Nonprofits
Education
The George Washington University 1985 — 1989
BA, Communications-Radio/TV/Film
Marblehead High School
Manju Sangha's First Republic Bank Experience February 2014 - March 2015
Job Business Assurance Analyst at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable February 2015 - Present
First Republic Bank February 2014 - March 2015
JP Morgan Chase January 2010 - February 2014
World Savings/Wachovia January 2005 - January 2008
Skills
Banking, Risk Management, Microsoft Excel, Customer Service, Retail Banking, Microsoft Word, Outlook, Financial Services, Relationship Management, Auditing, Internal Audit
Education
University of California, Berkeley 2000 — 2004
BA, Development Studies
Comcast Cable February 2015 - Present
First Republic Bank February 2014 - March 2015
JP Morgan Chase January 2010 - February 2014
World Savings/Wachovia January 2005 - January 2008
Skills
Banking, Risk Management, Microsoft Excel, Customer Service, Retail Banking, Microsoft Word, Outlook, Financial Services, Relationship Management, Auditing, Internal Audit
Education
University of California, Berkeley 2000 — 2004
BA, Development Studies
David Marquardt's First Republic Bank Experience 2003 - 2007
Job Senior Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Bank 2007 - Present
California Society of CPAs/CalCPA Education Foundation 1983 - 2014
First Republic Bank 2003 - 2007
Bank of America 1989 - 2003
California Federal Savings Bank 1986 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Accounting, Financial Services, Investments, Alternative Investments, Asset Allocation, Asset Managment, Banking
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Management
University of Maryland, College Park 1977 — 1981
BS, Accounting
Wells Fargo Bank 2007 - Present
California Society of CPAs/CalCPA Education Foundation 1983 - 2014
First Republic Bank 2003 - 2007
Bank of America 1989 - 2003
California Federal Savings Bank 1986 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Accounting, Financial Services, Investments, Alternative Investments, Asset Allocation, Asset Managment, Banking
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Management
University of Maryland, College Park 1977 — 1981
BS, Accounting
Sean Callum's First Republic Bank Experience April 2015 - Present
Job Credit Risk Officer at First Republic Bank
Industry Real Estate
Experience
First Republic Bank April 2015 - Present
First Republic Bank April 2011 - Present
Rotary Club of Oakland #3 2007 - 2014
Union Bank March 2009 - April 2011
Union Bank of California September 2008 - March 2009
Union Bank of California August 2005 - September 2008
Bridger Commercial Funding, LLC – A Commercial Mortgage Backed Securities Lender July 2004 - July 2005
Catellus Development, Inc. – Now a Subsidiary of Prologis June 2000 - June 2004
GateCapital - Start Up Commercial Real Estate Advisory and Asset Management Firm (sold) May 1998 - June 2000
Sedway Group - An Urban Economic and Real Estate Consulting Firm April 1997 - May 1998
Skills
Team Management, Loans, Credit, Real Estate, Debt, Asset Management, Banking, Due Diligence, Commercial Banking, Commercial Lending, Credit Risk, Financial Modeling, Portfolio Management, Credit Analysis, Risk Management, Real Estate Finance, Commercial Mortgages, Mergers, Market Analysis, Excel, Contract Negotiation, Real Estate Economics, Asset Managment, Disposition, Finance, Financial Analysis, Mergers, Microsoft Excel, Underwriting, Valuation, Asset Based Lending, Dispositions
Education
University of California, Berkeley
BA, Economics
First Republic Bank April 2015 - Present
First Republic Bank April 2011 - Present
Rotary Club of Oakland #3 2007 - 2014
Union Bank March 2009 - April 2011
Union Bank of California September 2008 - March 2009
Union Bank of California August 2005 - September 2008
Bridger Commercial Funding, LLC – A Commercial Mortgage Backed Securities Lender July 2004 - July 2005
Catellus Development, Inc. – Now a Subsidiary of Prologis June 2000 - June 2004
GateCapital - Start Up Commercial Real Estate Advisory and Asset Management Firm (sold) May 1998 - June 2000
Sedway Group - An Urban Economic and Real Estate Consulting Firm April 1997 - May 1998
Skills
Team Management, Loans, Credit, Real Estate, Debt, Asset Management, Banking, Due Diligence, Commercial Banking, Commercial Lending, Credit Risk, Financial Modeling, Portfolio Management, Credit Analysis, Risk Management, Real Estate Finance, Commercial Mortgages, Mergers, Market Analysis, Excel, Contract Negotiation, Real Estate Economics, Asset Managment, Disposition, Finance, Financial Analysis, Mergers, Microsoft Excel, Underwriting, Valuation, Asset Based Lending, Dispositions
Education
University of California, Berkeley
BA, Economics
Rohan E. Remikie's First Republic Bank Experience December 2006 - Present
Job Sales Masnger at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2006 - Present
Education
University at Albany, SUNY 1988 — 1991
First Republic Bank December 2006 - Present
Education
University at Albany, SUNY 1988 — 1991
Evan Presser's First Republic Bank Experience July 2013 - September 2014
Job Manager at Capital Auto Auction
Industry Automotive
Experience
Capital Auto Auction February 2015 - Present
First Republic Bank July 2013 - September 2014
First Republic Bank December 2010 - July 2013
PricewaterhouseCoopers April 2008 - December 2010
PricewaterhouseCoopers July 2007 - March 2008
TransPerfect Translations June 2006 - July 2007
Emisphere Technologies June 2005 - August 2005
Smith Barney / Citigroup June 2004 - August 2004
Skills
Financial Analysis, Finance, Asset Management, Due Diligence, Equities, Financial Modeling, Investments, Valuation, Portfolio Management, Analysis, Customer Service, Negotiation
Education
Syracuse University 2002 — 2006
BS, Finance / Entrepreneurship
Syracuse University 2002 — 2006
Bachelor of Science, Finance and Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Finance and Entrepreneurship
Lorenzo de' Medici
Capital Auto Auction February 2015 - Present
First Republic Bank July 2013 - September 2014
First Republic Bank December 2010 - July 2013
PricewaterhouseCoopers April 2008 - December 2010
PricewaterhouseCoopers July 2007 - March 2008
TransPerfect Translations June 2006 - July 2007
Emisphere Technologies June 2005 - August 2005
Smith Barney / Citigroup June 2004 - August 2004
Skills
Financial Analysis, Finance, Asset Management, Due Diligence, Equities, Financial Modeling, Investments, Valuation, Portfolio Management, Analysis, Customer Service, Negotiation
Education
Syracuse University 2002 — 2006
BS, Finance / Entrepreneurship
Syracuse University 2002 — 2006
Bachelor of Science, Finance and Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Finance and Entrepreneurship
Lorenzo de' Medici
Oliver Campbell's First Republic Bank Experience December 2011 - September 2012
Job SVP, Sr. Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Kimberly Millington's First Republic Bank Experience 1996 - 1998
Job Risk Analysis & Reporting at AIG Life & Retirement
Industry Insurance
Experience
AIG Life & Retirement 2014 - Present
AIG Life & Retirement 2011 - 2014
AIG Asset Management Group 2007 - 2010
AIG Asset Management Group 2002 - 2006
American General Investment Management 1999 - 2001
First Republic Bank 1996 - 1998
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Reporting, Asset Managment, Financial Analysis, Fixed Income, Analysis, Business Analysis, Treasury Management, Regulatory Filings, Cash Management, Cash Flow Forecasting, Compliance, Asset/Liability..., Liquidity Management, Process Improvement, Investment Policy..., Corporate Finance, Derivatives, Capital Markets, Securities Lending, Financial Services, Bloomberg, Securities, Financial Modeling, Strategic Financial..., Bonds
Education
University of California, Berkeley 1991 — 1995
BA
The University of Texas at Austin
MBA
AIG Life & Retirement 2014 - Present
AIG Life & Retirement 2011 - 2014
AIG Asset Management Group 2007 - 2010
AIG Asset Management Group 2002 - 2006
American General Investment Management 1999 - 2001
First Republic Bank 1996 - 1998
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Reporting, Asset Managment, Financial Analysis, Fixed Income, Analysis, Business Analysis, Treasury Management, Regulatory Filings, Cash Management, Cash Flow Forecasting, Compliance, Asset/Liability..., Liquidity Management, Process Improvement, Investment Policy..., Corporate Finance, Derivatives, Capital Markets, Securities Lending, Financial Services, Bloomberg, Securities, Financial Modeling, Strategic Financial..., Bonds
Education
University of California, Berkeley 1991 — 1995
BA
The University of Texas at Austin
MBA
Jim Lew's First Republic Bank Experience January 2001 - May 2001
Job Area Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2001 - Present
First Republic Bank January 2001 - May 2001
Bank of America February 1998 - January 2001
Mortgage Broker April 1995 - February 1998
San Francisco Federal Savings and Loan October 1993 - March 1995
Mortgage Broker January 1991 - October 1993
Coast Savings and Loan June 1986 - January 1991
Skills
Mortgage Lending, Credit Analysis, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, FHA, VA loans, USDA, Mortgage Underwriting, FHA financing, Credit
Education
UC Berkeley
Wells Fargo Home Mortgage June 2001 - Present
First Republic Bank January 2001 - May 2001
Bank of America February 1998 - January 2001
Mortgage Broker April 1995 - February 1998
San Francisco Federal Savings and Loan October 1993 - March 1995
Mortgage Broker January 1991 - October 1993
Coast Savings and Loan June 1986 - January 1991
Skills
Mortgage Lending, Credit Analysis, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, FHA, VA loans, USDA, Mortgage Underwriting, FHA financing, Credit
Education
UC Berkeley
Katherine Chaitin's First Republic Bank Experience April 2010 - December 2011
Job Manager, User Experience (UX) at RelayHealth
Industry Internet
Experience
RelayHealth 2012 - 2014
First Republic Bank April 2010 - December 2011
JP Morgan Chase (formerly Washington Mutual) September 2005 - 2009
Washington Mutual 2005 - 2006
KJC Consulting November 2003 - October 2005
QRS 2001 - 2003
Fair Isaac 1998 - 2001
Education
University of California, Berkeley
Masters Info Science (MLIS) & B.A.
Université Paris-Sorbonne
Certificat - Language/Civilization
Wesleyan University
RelayHealth 2012 - 2014
First Republic Bank April 2010 - December 2011
JP Morgan Chase (formerly Washington Mutual) September 2005 - 2009
Washington Mutual 2005 - 2006
KJC Consulting November 2003 - October 2005
QRS 2001 - 2003
Fair Isaac 1998 - 2001
Education
University of California, Berkeley
Masters Info Science (MLIS) & B.A.
Université Paris-Sorbonne
Certificat - Language/Civilization
Wesleyan University
Marta Karolak's First Republic Bank Experience September 2014 - Present
Job Vice President, Digital Channels Planning, Risk, & Insights at First Republic Bank
Industry Investment Management
Experience
First Republic Bank September 2014 - Present
First Republic Bank November 2012 - September 2014
First Republic Investment Management March 2007 - January 2009
First Republic Investment Management April 2005 - March 2007
First Republic Investment Management March 2003 - April 2005
Montgomery Asset Management January 2002 - March 2003
Montgomery Asset Management February 2001 - January 2002
Skills
Team Building, Mentoring, Asset Management, Asset Allocation, Investments, Personal Financial..., Customer Experience..., New Brand Marketing..., Relationship Management, Public Speaking, Asset Managment, CRM, Banking, Wealth Management, Mergers & Acquisitions, Investment Management, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, General Management
University of California, Berkeley 1996 — 2000
BA, Comparative Literature
First Republic Bank September 2014 - Present
First Republic Bank November 2012 - September 2014
First Republic Investment Management March 2007 - January 2009
First Republic Investment Management April 2005 - March 2007
First Republic Investment Management March 2003 - April 2005
Montgomery Asset Management January 2002 - March 2003
Montgomery Asset Management February 2001 - January 2002
Skills
Team Building, Mentoring, Asset Management, Asset Allocation, Investments, Personal Financial..., Customer Experience..., New Brand Marketing..., Relationship Management, Public Speaking, Asset Managment, CRM, Banking, Wealth Management, Mergers & Acquisitions, Investment Management, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, General Management
University of California, Berkeley 1996 — 2000
BA, Comparative Literature
Ash Shabudin's First Republic Bank Experience February 2010 - April 2012
Job VP Sales Analysis & Performance Management at Capital One
Industry Financial Services
Experience
Capital One November 2014 - Present
Capital One May 2012 - November 2014
First Republic Bank February 2010 - April 2012
East West Bank November 2009 - February 2010
United Commercial Bank January 2008 - November 2009
United Commercial Bank 2006 - 2008
United Commercial Bank 2004 - 2006
Conductus, Inc 2001 - 2002
Skills
Strategy, Business Process..., Banking, Program Management, Risk Management, Business Analysis, Cross-functional Team..., Leadership, Financial Analysis, Integration, Change Management, Business Process, Management Consulting, Analysis, Business Intelligence, Financial Services
Education
University of California, Berkeley 1996 — 2000
B.Sc., Materials Science & Engineering
Capital One November 2014 - Present
Capital One May 2012 - November 2014
First Republic Bank February 2010 - April 2012
East West Bank November 2009 - February 2010
United Commercial Bank January 2008 - November 2009
United Commercial Bank 2006 - 2008
United Commercial Bank 2004 - 2006
Conductus, Inc 2001 - 2002
Skills
Strategy, Business Process..., Banking, Program Management, Risk Management, Business Analysis, Cross-functional Team..., Leadership, Financial Analysis, Integration, Change Management, Business Process, Management Consulting, Analysis, Business Intelligence, Financial Services
Education
University of California, Berkeley 1996 — 2000
B.Sc., Materials Science & Engineering
Dean Horwitz's First Republic Bank Experience July 2015 - Present
Job Senior Vice President FRIML COO at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
First Republic Bank January 2015 - July 2015
First Republic Bank January 2013 - December 2014
Luminous Capital January 2011 - December 2012
Luminous Capital May 2008 - December 2010
Skills
Financial Analysis, Financial Services, Strategic Financial..., Trading, Operations Management, Estate Planning
Education
University of California, Berkeley 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Cincinnati Country Day School 2001 — 2004
First Republic Bank July 2015 - Present
First Republic Bank January 2015 - July 2015
First Republic Bank January 2013 - December 2014
Luminous Capital January 2011 - December 2012
Luminous Capital May 2008 - December 2010
Skills
Financial Analysis, Financial Services, Strategic Financial..., Trading, Operations Management, Estate Planning
Education
University of California, Berkeley 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Cincinnati Country Day School 2001 — 2004
Eve Daugherty's First Republic Bank Experience 2009 - 2011
Job Experienced Commercial Loan Operations Professional
Industry Banking
Experience
OneWest Bank June 2011 - March 2012
First Republic Bank 2009 - 2011
First Republic Bank December 2009 - May 2010
Bank of America NA January 2001 - July 2009
Bank of America January 1996 - January 2001
Credit Services January 1996 - January 2001
Bank of America January 1992 - January 1996
Bank of America January 1986 - January 1992
Skills
Business Process..., Leadership Development, Six Sigma, Customer Service, Transaction Processing, Process Improvement, Business Process, Banking, Training, Strategy, Vendor Management, Management, Cross-functional Team..., Finance, Analysis, Leadership, Mergers & Acquisitions, Project Management, Integration, Portfolio Management, Credit, Financial Risk, Financial Services, Loans, Project Planning, Risk Management, Commercial Banking, Budgets, Business Analysis, Corporate Finance, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Internal Audit, Credit Risk, Loan Origination, Treasury Management, Operational Risk, Cash Management
Education
University of California, Berkeley 1979 — 1983
my BA, Economics
University of California, Berkeley 1979 — 1983
Bachelor's degree, Business/Managerial Economics, 3.7
OneWest Bank June 2011 - March 2012
First Republic Bank 2009 - 2011
First Republic Bank December 2009 - May 2010
Bank of America NA January 2001 - July 2009
Bank of America January 1996 - January 2001
Credit Services January 1996 - January 2001
Bank of America January 1992 - January 1996
Bank of America January 1986 - January 1992
Skills
Business Process..., Leadership Development, Six Sigma, Customer Service, Transaction Processing, Process Improvement, Business Process, Banking, Training, Strategy, Vendor Management, Management, Cross-functional Team..., Finance, Analysis, Leadership, Mergers & Acquisitions, Project Management, Integration, Portfolio Management, Credit, Financial Risk, Financial Services, Loans, Project Planning, Risk Management, Commercial Banking, Budgets, Business Analysis, Corporate Finance, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Internal Audit, Credit Risk, Loan Origination, Treasury Management, Operational Risk, Cash Management
Education
University of California, Berkeley 1979 — 1983
my BA, Economics
University of California, Berkeley 1979 — 1983
Bachelor's degree, Business/Managerial Economics, 3.7
Adam Tang's First Republic Bank Experience July 2011 - December 2011
Job Desktop Support Technician at McKay Brothers
Industry Information Technology and Services
Experience
McKay Brothers May 2015 - Present
Sony Mobile Communications December 2013 - May 2015
US Securities and Exchange Commission April 2013 - December 2013
Covington & Burling December 2011 - February 2013
First Republic Bank July 2011 - December 2011
Perforce Software May 2009 - February 2011
JWAY Group June 2008 - October 2008
RAMS Hire-Ability, Inc. January 2007 - May 2008
Skills
HTML, Windows, Microsoft Office, SQL, Documentation, XML, CSS, Linux, PHP, VMware, Photoshop, JavaScript, Cloud Computing, Active Directory, Customer Service, Visio, Administration, Access, Databases, XP, Citrix, Windows Server, Research, Blackberry, System Administration, DHCP, TCP/IP, Virtualization, Process Improvement, SharePoint, Mac OS X, Ubuntu, iWork, Google Docs, Dreamweaver, Wordpress, Enterprise Vault, Symantec Endpoint..., LDAP, IMAP, Windows 7, Android, iPhone, OS X, Technical Support, Networking, Microsoft Excel
Education
University of California, Berkeley 2001 — 2006
Bachelor, Nuclear Engineering
McKay Brothers May 2015 - Present
Sony Mobile Communications December 2013 - May 2015
US Securities and Exchange Commission April 2013 - December 2013
Covington & Burling December 2011 - February 2013
First Republic Bank July 2011 - December 2011
Perforce Software May 2009 - February 2011
JWAY Group June 2008 - October 2008
RAMS Hire-Ability, Inc. January 2007 - May 2008
Skills
HTML, Windows, Microsoft Office, SQL, Documentation, XML, CSS, Linux, PHP, VMware, Photoshop, JavaScript, Cloud Computing, Active Directory, Customer Service, Visio, Administration, Access, Databases, XP, Citrix, Windows Server, Research, Blackberry, System Administration, DHCP, TCP/IP, Virtualization, Process Improvement, SharePoint, Mac OS X, Ubuntu, iWork, Google Docs, Dreamweaver, Wordpress, Enterprise Vault, Symantec Endpoint..., LDAP, IMAP, Windows 7, Android, iPhone, OS X, Technical Support, Networking, Microsoft Excel
Education
University of California, Berkeley 2001 — 2006
Bachelor, Nuclear Engineering
Frank Elliott's First Republic Bank Experience March 1997 - March 1998
Job Chief Operating Officer at ASMC Servicing, Ltd.
Industry Investment Management
Experience
ASMC Servicing, Ltd. January 2000 - Present
Jaguar Funding Corp, GP for ASMC Servicing, Ltd. January 1998 - Present
First Republic Bank March 1997 - March 1998
Bank United of Texas March 1992 - February 1996
Bank United 1993 - 1996
Skills
Derivatives, Due Diligence, Trading, Asset Management, Investments, Microsoft Excel, Loans, Asset Managment, Alternative Investments, Financial Analysis, Valuation, Portfolio Management, Business Strategy
Education
University of California, Berkeley 1971 — 1977
BS, MBA, Accounting, Finance
ASMC Servicing, Ltd. January 2000 - Present
Jaguar Funding Corp, GP for ASMC Servicing, Ltd. January 1998 - Present
First Republic Bank March 1997 - March 1998
Bank United of Texas March 1992 - February 1996
Bank United 1993 - 1996
Skills
Derivatives, Due Diligence, Trading, Asset Management, Investments, Microsoft Excel, Loans, Asset Managment, Alternative Investments, Financial Analysis, Valuation, Portfolio Management, Business Strategy
Education
University of California, Berkeley 1971 — 1977
BS, MBA, Accounting, Finance
Patrick Macken's First Republic Bank Experience May 2006 - Present
Job Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2006 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth
First Republic Bank May 2006 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Laurence Ach's First Republic Bank Experience 1999 - 2008
Job Senior vice President at Klingenstein, Fields
Industry Investment Management
Experience
Klingenstein, Fields April 2008 - Present
First Republic Bank 1999 - 2008
Lynch & Mayer 1994 - 1999
Education
Wharton Business School 1970 — 1972
MBA, Finance
Trinity College-Hartford 1965 — 1969
BA, History
Klingenstein, Fields April 2008 - Present
First Republic Bank 1999 - 2008
Lynch & Mayer 1994 - 1999
Education
Wharton Business School 1970 — 1972
MBA, Finance
Trinity College-Hartford 1965 — 1969
BA, History
Garrett Sokoloff's First Republic Bank Experience December 2011 - Present
Job Senior Managing Director at First Republic Bank specializing in Commercial Real Estate Finance
Industry Real Estate
Experience
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
Deanna Kim's First Republic Bank Experience March 2011 - January 2015
Job Manager at Protiviti
Industry Financial Services
Experience
Protiviti August 2015 - Present
First Republic Bank March 2011 - January 2015
Wells Fargo January 2008 - March 2011
Skills
Quality Center, Quality Assurance, Microsoft Excel, Visio, User Acceptance Testing, Risk Management, Banking, Internal Audit, Sales, Loans, Process Improvement
Education
University of California, Berkeley
Protiviti August 2015 - Present
First Republic Bank March 2011 - January 2015
Wells Fargo January 2008 - March 2011
Skills
Quality Center, Quality Assurance, Microsoft Excel, Visio, User Acceptance Testing, Risk Management, Banking, Internal Audit, Sales, Loans, Process Improvement
Education
University of California, Berkeley
Jasmine Holland's First Republic Bank Experience June 2010 - Present
Job BSA/AML Risk Manager & Project Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2010 - Present
Wells Fargo November 2007 - September 2009
AT&T July 2002 - November 2007
Skills
Risk Management
Education
American Management Association
University of California, Berkeley
B.A., Applied Mathematics with Computer Science emphasis
First Republic Bank June 2010 - Present
Wells Fargo November 2007 - September 2009
AT&T July 2002 - November 2007
Skills
Risk Management
Education
American Management Association
University of California, Berkeley
B.A., Applied Mathematics with Computer Science emphasis
Amy Mayer's First Republic Bank Experience February 2012 - May 2013
Job Executive Assistant at Carmel Partners
Industry Real Estate
Experience
Carmel Partners March 2015 - Present
UBS June 2013 - March 2015
First Republic Bank February 2012 - May 2013
First Republic Bank June 2009 - February 2012
First Republic Bank June 2007 - June 2009
Stanford University October 2005 - January 2007
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communications
University of Barcelona 2004 — 2004
Spanish Language, Art History, Literature, Sociology
San Mateo High
Carmel Partners March 2015 - Present
UBS June 2013 - March 2015
First Republic Bank February 2012 - May 2013
First Republic Bank June 2009 - February 2012
First Republic Bank June 2007 - June 2009
Stanford University October 2005 - January 2007
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communications
University of Barcelona 2004 — 2004
Spanish Language, Art History, Literature, Sociology
San Mateo High
Khaled Ridgeway's First Republic Bank Experience November 2013 - Present
Job Producer, Banking Analyst for First Republic Bank
Industry Entertainment
Experience
First Republic Bank November 2013 - Present
SAG-AFTRA November 2012 - Present
Wake Up Tokyo September 2009 - October 2013
Elements Entertainment June 2009 - September 2009
After School Matters July 2005 - June 2009
FinanSure August 2004 - January 2005
Skills
SEO, Entrepreneurship, Start-ups, Marketing Strategy, Social Media, Strategic Planning, Business Strategy, Product Development, Venture Capital, New Business Development, Product Management, Online Advertising, Strategic Partnerships, Corporate Development, Marketing, Social Networking, Social Media Marketing, Entertainment, Video Production, Video, Film
Education
University of Southern California
Master of Fine Arts (MFA), Film/TV Production
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Bioengineering
Syracuse University
Film
First Republic Bank November 2013 - Present
SAG-AFTRA November 2012 - Present
Wake Up Tokyo September 2009 - October 2013
Elements Entertainment June 2009 - September 2009
After School Matters July 2005 - June 2009
FinanSure August 2004 - January 2005
Skills
SEO, Entrepreneurship, Start-ups, Marketing Strategy, Social Media, Strategic Planning, Business Strategy, Product Development, Venture Capital, New Business Development, Product Management, Online Advertising, Strategic Partnerships, Corporate Development, Marketing, Social Networking, Social Media Marketing, Entertainment, Video Production, Video, Film
Education
University of Southern California
Master of Fine Arts (MFA), Film/TV Production
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Bioengineering
Syracuse University
Film
Henry Lo's First Republic Bank Experience July 2014 - Present
Job Operations Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2014 - Present
American Beacon Advisors January 2012 - April 2014
BNY Mellon May 2009 - December 2011
Skills
Finance, Investments, PowerPoint, Due Diligence, Marketing, Series 7, Accounting, Auditing, Mutual Funds, Portfolio Management, Equities, Securities, Account Reconciliation, Internal Controls, Financial Analysis
Education
The University of Texas at Austin
BS Kinesiology, Business
First Republic Bank July 2014 - Present
American Beacon Advisors January 2012 - April 2014
BNY Mellon May 2009 - December 2011
Skills
Finance, Investments, PowerPoint, Due Diligence, Marketing, Series 7, Accounting, Auditing, Mutual Funds, Portfolio Management, Equities, Securities, Account Reconciliation, Internal Controls, Financial Analysis
Education
The University of Texas at Austin
BS Kinesiology, Business
Michele McCormack's First Republic Bank Experience April 2012 - September 2014
Job Business Specialist at Apple
Industry Real Estate
Experience
Apple November 2014 - Present
First Republic Bank April 2012 - September 2014
RPM Mortgage Inc 2006 - April 2012
The Boston Company October 1994 - August 2000
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, Investment Properties, Refinance, Loan Origination, Residential Mortgages, Real Estate Economics, Management, FHA financing, FHA, VA loans, Financial Advisory, USDA, Investments, Banking, Construction Loans, Real Estate Financing, Leadership
Education
The University of Connecticut School of Business
Bachelor of Science (BS), Finance
Apple November 2014 - Present
First Republic Bank April 2012 - September 2014
RPM Mortgage Inc 2006 - April 2012
The Boston Company October 1994 - August 2000
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, Investment Properties, Refinance, Loan Origination, Residential Mortgages, Real Estate Economics, Management, FHA financing, FHA, VA loans, Financial Advisory, USDA, Investments, Banking, Construction Loans, Real Estate Financing, Leadership
Education
The University of Connecticut School of Business
Bachelor of Science (BS), Finance
Albert Han's First Republic Bank Experience June 2009 - December 2009
Job
Industry Financial Services
Experience
Visa June 2013 - January 2015
Visa January 2012 - May 2013
KPMG June 2010 - August 2010
First Republic Bank June 2009 - December 2009
Skills
Payment Systems, Financial Analysis, Payments, Credit Risk, Credit Cards, Financial Risk, Enterprise Risk..., Mergers & Acquisitions, Risk Management, Financial Services, Valuation, Financial Modeling, Corporate Finance, Strategy, Finance
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Bachelor's Degree, Business Administration
University of California, Berkeley
BS, Business Administration and Management, General
Visa June 2013 - January 2015
Visa January 2012 - May 2013
KPMG June 2010 - August 2010
First Republic Bank June 2009 - December 2009
Skills
Payment Systems, Financial Analysis, Payments, Credit Risk, Credit Cards, Financial Risk, Enterprise Risk..., Mergers & Acquisitions, Risk Management, Financial Services, Valuation, Financial Modeling, Corporate Finance, Strategy, Finance
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Bachelor's Degree, Business Administration
University of California, Berkeley
BS, Business Administration and Management, General
Hansen Lau's First Republic Bank Experience 2006 - 2007
Job Account Manager at Moolah Media
Industry Internet
Experience
Snappea Photobooths December 2012 - Present
Delivery Agent October 2013 - June 2015
Moolah Media March 2012 - September 2013
Adteractive 2009 - 2012
Holy Name of Jesus School 2000 - 2010
Pacific Gas & Electric May 2009 - August 2009
KPMG 2007 - 2008
First Republic Bank 2006 - 2007
Morgan Stanley March 2006 - June 2006
Bank of America 2003 - 2006
Skills
Lead Generation, Forecasting, Data Analysis, Project Management, PowerPoint, Relationship Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Financial Analysis, Banking, Analysis, Management, E-commerce, Mobile Marketing, Affiliate Management, Affiliate Marketing, Account Management, CRM, Social Media Marketing
Education
University of California, Davis 2004 — 2006
Bachelor of Science, Management Economics
University College London, U. of London 2006 — 2006
Minor, English & International Studies
Lowell High School
General Education
Snappea Photobooths December 2012 - Present
Delivery Agent October 2013 - June 2015
Moolah Media March 2012 - September 2013
Adteractive 2009 - 2012
Holy Name of Jesus School 2000 - 2010
Pacific Gas & Electric May 2009 - August 2009
KPMG 2007 - 2008
First Republic Bank 2006 - 2007
Morgan Stanley March 2006 - June 2006
Bank of America 2003 - 2006
Skills
Lead Generation, Forecasting, Data Analysis, Project Management, PowerPoint, Relationship Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Financial Analysis, Banking, Analysis, Management, E-commerce, Mobile Marketing, Affiliate Management, Affiliate Marketing, Account Management, CRM, Social Media Marketing
Education
University of California, Davis 2004 — 2006
Bachelor of Science, Management Economics
University College London, U. of London 2006 — 2006
Minor, English & International Studies
Lowell High School
General Education
Kimberly Shannon's First Republic Bank Experience August 2014 - Present
Job Investor Relations Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2014 - Present
First Republic Bank March 2013 - August 2014
First Republic Bank February 2011 - March 2013
SKIP of NY November 2010 - February 2011
Aim High January 2009 - March 2010
The Urban School of San Francisco October 2008 - February 2009
Skills
Research, Microsoft Office, Nonprofits
Education
Trinity College-Hartford 2004 — 2008
BA
University of Cape Town 2007 — 2007
San Domenico School 2001 — 2004
High School Diploma
Edgemont Jr/Sr High School 2000 — 2001
First Republic Bank August 2014 - Present
First Republic Bank March 2013 - August 2014
First Republic Bank February 2011 - March 2013
SKIP of NY November 2010 - February 2011
Aim High January 2009 - March 2010
The Urban School of San Francisco October 2008 - February 2009
Skills
Research, Microsoft Office, Nonprofits
Education
Trinity College-Hartford 2004 — 2008
BA
University of Cape Town 2007 — 2007
San Domenico School 2001 — 2004
High School Diploma
Edgemont Jr/Sr High School 2000 — 2001
Wes Fukumori's First Republic Bank Experience May 2011 - Present
Job Director First Republic Bank Architectural Design & Development
Industry Architecture & Planning
Experience
First Republic Bank May 2011 - Present
Wesley T Fukumori Architect July 2000 - April 2011
ED2 Intl December 1983 - June 2000
Education
University of California, Berkeley 1975 — 1977
A.B. Architecture, Architecture
First Republic Bank May 2011 - Present
Wesley T Fukumori Architect July 2000 - April 2011
ED2 Intl December 1983 - June 2000
Education
University of California, Berkeley 1975 — 1977
A.B. Architecture, Architecture
Stephen (Steve) Towle's First Republic Bank Experience January 2002 - May 2010
Job Banking Professional
Industry Banking
Experience
First Republic Bank January 2002 - May 2010
CivicBank of Commerce May 1992 - January 2002
Education
University of California, Berkeley 1976 — 1980
BA, Political Economy
First Republic Bank January 2002 - May 2010
CivicBank of Commerce May 1992 - January 2002
Education
University of California, Berkeley 1976 — 1980
BA, Political Economy
Vera Liebenthal's First Republic Bank Experience January 2014 - Present
Job Senior Credit Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2014 - Present
Bank Leumi USA May 2009 - December 2013
Jill Bailin & Associates December 2003 - July 2005
Milken Institute For Global Economic Studies August 2001 - February 2002
Ministry of Finance March 1996 - July 2001
Ministry of Finance March 1996 - December 1998
Ministry of Industry and Trade November 1994 - February 1995
Skills
Analysis, Credit, Portfolio Management, Finance, Start-ups
Education
The University of Manchester 1998 — 2000
MBA, Finance
The Hebrew University 1992 — 1996
Bachelor of Arts (B.A.), Economics
The Hebrew University 1992 — 1996
Bachelor of Arts (B.A.), Sociology and Anthropology
First Republic Bank January 2014 - Present
Bank Leumi USA May 2009 - December 2013
Jill Bailin & Associates December 2003 - July 2005
Milken Institute For Global Economic Studies August 2001 - February 2002
Ministry of Finance March 1996 - July 2001
Ministry of Finance March 1996 - December 1998
Ministry of Industry and Trade November 1994 - February 1995
Skills
Analysis, Credit, Portfolio Management, Finance, Start-ups
Education
The University of Manchester 1998 — 2000
MBA, Finance
The Hebrew University 1992 — 1996
Bachelor of Arts (B.A.), Economics
The Hebrew University 1992 — 1996
Bachelor of Arts (B.A.), Sociology and Anthropology
Jack Mui's First Republic Bank Experience May 2011 - Present
Job
Industry Financial Services
Experience
First Republic Bank May 2011 - Present
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Leadership High School
First Republic Bank May 2011 - Present
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Leadership High School
Shivani Shah-Patel's First Republic Bank Experience August 2011 - Present
Job Client Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2011 - Present
Optima Fund Management April 2010 - June 2010
Optima Fund Management October 2006 - April 2009
US Trust 2001 - 2006
Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments
Education
Stony Brook University 1997 — 2001
BS, Business Management & Economics
First Republic Bank August 2011 - Present
Optima Fund Management April 2010 - June 2010
Optima Fund Management October 2006 - April 2009
US Trust 2001 - 2006
Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments
Education
Stony Brook University 1997 — 2001
BS, Business Management & Economics
Romeo Ang's First Republic Bank Experience January 2006 - March 2007
Job CRM Analytics and Reporting Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West October 2011 - Present
Wells Fargo March 2007 - October 2011
First Republic Bank January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, CRM, Banking, Analytics, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor's, Economics
Bank of the West October 2011 - Present
Wells Fargo March 2007 - October 2011
First Republic Bank January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, CRM, Banking, Analytics, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor's, Economics
Constance Brown's First Republic Bank Experience June 2015 - Present
Job Client Service Specialist at First Republic Bank
Industry Sports
Experience
First Republic Bank June 2015 - Present
First Republic Bank December 2013 - June 2015
Black Cat Farm October 2011 - December 2013
First Republic Bank August 2010 - October 2011
Halifax Veterinary Service May 2007 - August 2010
Skills
Customer Service, Administrative..., Reception Areas, Office Administration, Phone Etiquette, Coordinate Meetings, Event Planning, Data Entry, Spreadsheets, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Suffolk University
First Republic Bank June 2015 - Present
First Republic Bank December 2013 - June 2015
Black Cat Farm October 2011 - December 2013
First Republic Bank August 2010 - October 2011
Halifax Veterinary Service May 2007 - August 2010
Skills
Customer Service, Administrative..., Reception Areas, Office Administration, Phone Etiquette, Coordinate Meetings, Event Planning, Data Entry, Spreadsheets, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Suffolk University
Joseph Langley's First Republic Bank Experience October 2005 - April 2008
Job Chief Credit Officer at M. Y. Safra Bank, FSB
Industry Banking
Experience
M. Y. Safra Bank, FSB December 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - August 2013
First Republic Bank October 2005 - April 2008
Citigroup Geneva Capital Strategies February 2003 - April 2005
Education
State University of New York at Albany 1999 — 2001
Master of Business Administration, Finance, 3.9
M. Y. Safra Bank, FSB December 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - August 2013
First Republic Bank October 2005 - April 2008
Citigroup Geneva Capital Strategies February 2003 - April 2005
Education
State University of New York at Albany 1999 — 2001
Master of Business Administration, Finance, 3.9
Farid Golshani's First Republic Bank Experience April 2012 - August 2012
Job Case Manager at Alexander Cohen & Associates
Industry Law Practice
Experience
Alexander Cohen & Associates November 2013 - Present
First Republic Bank April 2012 - August 2012
Bank of America December 2006 - April 2012
Skills
Microsoft Excel, Marketing, PowerPoint, Event Planning, Financial Analysis, Financial Modeling, Microsoft Office, Small Business Lending, Microsoft Word, Leadership, Research, Loans, Sales, Accounting, Customer Service, Consumer Lending, Public Speaking
Education
University of California, Berkeley 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Alexander Cohen & Associates November 2013 - Present
First Republic Bank April 2012 - August 2012
Bank of America December 2006 - April 2012
Skills
Microsoft Excel, Marketing, PowerPoint, Event Planning, Financial Analysis, Financial Modeling, Microsoft Office, Small Business Lending, Microsoft Word, Leadership, Research, Loans, Sales, Accounting, Customer Service, Consumer Lending, Public Speaking
Education
University of California, Berkeley 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Brandon Cepress's First Republic Bank Experience April 2012 - June 2013
Job Client Programs Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Fisher Investments June 2014 - February 2015
Fisher Investments July 2013 - June 2014
First Republic Bank April 2012 - June 2013
Camp Kesem Berkeley August 2011 - August 2012
Bon Appétit Management Company June 2005 - July 2011
Skills
Community Outreach, Fundraising, PowerPoint, Microsoft Office, Microsoft Excel, Statistical Tools, Econometrics, Team Leadership, Youth Leadership, Organizational..., Non-profit Program..., Grant Writing, Writing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Fisher Investments February 2015 - Present
Fisher Investments June 2014 - February 2015
Fisher Investments July 2013 - June 2014
First Republic Bank April 2012 - June 2013
Camp Kesem Berkeley August 2011 - August 2012
Bon Appétit Management Company June 2005 - July 2011
Skills
Community Outreach, Fundraising, PowerPoint, Microsoft Office, Microsoft Excel, Statistical Tools, Econometrics, Team Leadership, Youth Leadership, Organizational..., Non-profit Program..., Grant Writing, Writing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Murat Doganaksoy's First Republic Bank Experience January 2015 - Present
Job Model Risk Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2015 - Present
People's United Bank March 2013 - December 2014
GE Capital 2006 - 2012
Skills
Risk Management, Financial Modeling, Governance, Statistical Modeling, Portfolio Management, Credit Risk, Stress Testing, ALLL, Model Validation, PD & LGD Modeling, Commercial Real Estate..., Economic Capital, Regulatory Capital
Education
Union College 1995 — 1999
Doctor of Philosophy (Ph.D.), Statistics
Union College 1993 — 1995
Master of Business Administration (MBA), Business/Commerce, General
First Republic Bank January 2015 - Present
People's United Bank March 2013 - December 2014
GE Capital 2006 - 2012
Skills
Risk Management, Financial Modeling, Governance, Statistical Modeling, Portfolio Management, Credit Risk, Stress Testing, ALLL, Model Validation, PD & LGD Modeling, Commercial Real Estate..., Economic Capital, Regulatory Capital
Education
Union College 1995 — 1999
Doctor of Philosophy (Ph.D.), Statistics
Union College 1993 — 1995
Master of Business Administration (MBA), Business/Commerce, General
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