First Republic Private Wealth Management

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First Republic Private Wealth Management Employees

Employee
Years
Job
Industry
David Dudek, CFA David Dudek, CFA San Francisco Bay Area Details
David Dudek, CFA's First Republic Private Wealth Management Experience March 2014 - Present
Job Associate Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management   March 2014 - Present
Andersen Tax  September 2011 - March 2014
Texas Instruments (formerly National Semiconductor)   August 2010 - September 2011
Edward Jones  January 2010 - June 2010
Orfalea College of Business  June 2009 - June 2010

Education
California Polytechnic State University-San Luis Obispo   2006 — 2010
BS Business Administration, Finance, Economics

Universitat Autònoma de Barcelona   2009 — 2009

Marques Dickson Marques Dickson Greater Los Angeles Area Details
Marques Dickson's First Republic Private Wealth Management Experience January 2013 - Present
Job Experienced financial planning & project professional; CFP® and PMP candidate seeking new opportunities (424) 2798035
Industry Financial Services
Experience
First Republic Private Wealth Management   January 2013 - Present
AIDS Project Los Angeles  June 2012 - January 2013
Cal Poly Pomona Foundation, Inc.   October 2011 - June 2012
Cal Poly Pomona  November 2010 - June 2012
Associated Students Incorporated  September 2007 - June 2008

Skills
Research, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Analysis, Management, Strategy, Higher Education, Data Entry, PowerPoint, Leadership, Data Analysis, Critical Thinking, Microsoft Word, Community Outreach, Customer Service, Social Media, Access, Teaching, Social Networking, Event Planning, Teamwork, Editing, Staff Development, Student Affairs, Qualitative Research, Fundraising, Public Relations, Photoshop, SPSS, Budgets, Social Media Marketing, Outlook, Spanish, Event Management, Recruiting, Facebook, Statistics, Nonprofits, Tutoring, Non-profits, Student Development, Series 7, Interviews, Series 66, Finance, Project Management, Sales, Marketing

Education
University of California, Los Angeles   2013 — 2015
Information Technology Project Management

University of California, Los Angeles   2013 — 2015
Financial Planning and Services

California State Polytechnic University-Pomona   2006 — 2012
Bachelors of Science and Bachelors of Arts, Business Finance, Real Estate & Law and English Literature & Language (Double Major)

University of Hawaii at Manoa   2009 — 2010
English Language and Literature/Letters

Katrina Minas Katrina Minas San Francisco Bay Area Details
Katrina Minas's First Republic Private Wealth Management Experience July 2015 - Present
Job Associate Director at First Republic Trust Company
Industry Banking
Experience
First Republic Private Wealth Management   July 2015 - Present
First Republic Private Wealth Management   August 2013 - July 2015
Euler Hermes  January 2008 - August 2012
Multinational Investment Bancorporation   September 2005 - April 2007
Bank of Commerce (Philippines)   September 2003 - February 2005
HSBC  September 2002 - October 2002

Education
De La Salle University   1999 — 2002
Bachelor of Science (BS) in Commerce, major in Management of Financial Institutions

Jason Koh Jason Koh Greater New York City Area Details
Jason Koh's First Republic Private Wealth Management Experience July 2015 - Present
Job Associate Director, First Republic Securities
Industry Financial Services
Experience
First Republic Private Wealth Management   July 2015 - Present
National Securities Corporation  January 2011 - Present
Genesys Wealth Advisers   October 2007 - March 2010
Soul Telecommunications   April 2005 - February 2008
Credit Suisse  November 2006 - March 2007

Skills
Sales Management, Customer Service, Investment Advisory, Financial Markets, Securities, Operations Management, Securities Regulation, Finance, Management, Mergers & Acquisitions, Risk Management, Financial Analysis, CRM, Banking, Financial Modeling, Leadership, Microsoft Office, Investments, Team Leadership, Business Strategy, Portfolio Management, Corporate Finance

Education
Murdoch University   2006 — 2009
Bachelor of Commerce (B.Com.), Finance

Andrew Beck Andrew Beck Santa Barbara, California Details
Andrew Beck's First Republic Private Wealth Management Experience December 2014 - Present
Job Client Service Associate at First Republic Bank
Industry Investment Management
Experience
First Republic Private Wealth Management   December 2014 - Present
Four Seasons Hotels and Resorts  September 2014 - December 2014
Sun Bum  February 2013 - August 2014
La Jolla Group LLC  February 2013 - August 2014
North Coast Calvary Chapel  September 2012 - February 2014
Reality Santa Barbara   January 2012 - May 2012
Westmont College  January 2011 - May 2012
Westmont College  January 2011 - May 2012
Westmont College  September 2009 - May 2010

Skills
Leadership, Social Networking, Fundraising, Community Outreach, Event Planning, Youth Ministry, Public Speaking, Building Relationships, Public Relations, Community Development, Leadership Development, Communication, Team Building, Program Development

Education
University of Arizona   2014 — 2015
Master of Business Administration (M.B.A.)

Westmont College   2008 — 2012
Bachelor of Arts (BA)

Alyssa Earley Alyssa Earley San Francisco Bay Area Details
Alyssa Earley's First Republic Private Wealth Management Experience April 2015 - Present
Job Business Development Associate at First Republic Private Wealth Management
Industry Hospital & Health Care
Experience
First Republic Private Wealth Management   April 2015 - Present
Kaiser Permanente  October 2014 - April 2015
Kaiser Permanente  June 2014 - October 2014
American Red Cross  November 2013 - May 2014
San Diego Hunger Coalition  November 2011 - October 2013

Skills
Nonprofits, Public Speaking, Qualitative Research, Social Media, Social Media Marketing, Public Relations, Research, Community Outreach, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Grant Writing, Public Facilitation, Fundraising, Interpersonal..., Data Management, Customer Service, Microsoft Word, Salesforce.com, Relationship Science..., Healthcare, Client Prospecting

Education
San Diego State University-California State University   2012 — 2014
Bachelor of Science in Public Health, Public Health Communication

San Diego Mesa College   2009 — 2011
A.A in Liberal Arts with an emphasis on Nutrition & Kinesiology, Sophmore

Ceren Fadeeff Ceren Fadeeff San Francisco Bay Area Details
Ceren Fadeeff's First Republic Private Wealth Management Experience May 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Private Wealth Management   May 2013 - Present
T3 Trading Group, LLC  June 2011 - March 2013
Grandpoint Bank  October 2008 - May 2011
Union Bank  February 2007 - September 2008
Grey İstanbul   August 2003 - December 2004

Skills
New Accounts, Trading, Equities, Operations, Compliance, Securities, Investment Management, Trade Execution, Risk Management, Technical Analysis, Relationship Development

Education
Bogazici University   1996 — 2002
Bachelor of Arts (BA), Philosophy

Jimmy Szeto Jimmy Szeto San Francisco Bay Area Details
Jimmy Szeto's First Republic Private Wealth Management Experience April 2015 - Present
Job Licensed Banker Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
First Republic Private Wealth Management   April 2015 - Present
Wells Fargo Advisors  July 2010 - Present
Wells Fargo  August 2009 - July 2010

Skills
Management, Sales, Banking, Analysis, Finance, Customer Satisfaction, Portfolio Management, Investments, Program Management, Time Management, Customer Service, Call Centers, Mortgage Lending, Credit, Loans, Financial Analysis, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending

Education
San Francisco State University
Bachelor's degree, Economics

Kenny Liao Kenny Liao San Francisco, California Details
Kenny Liao's First Republic Private Wealth Management Experience September 2013 - Present
Job Investment Operations Associate at First Republic Securities Company
Industry Financial Services
Experience
First Republic Private Wealth Management   September 2013 - Present
Bank of America  August 2012 - September 2013
Bank Of America  July 2011 - August 2012
Allstate  September 2009 - October 2009

Skills
Accounting, Business Analysis, Professional Services, Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Excel, Financial Risk, Risk Management, Loans, Credit Cards, Financial Analysis, Management, Finance, QuickBooks, Auditing

Education
San Jose State University   2007 — 2011
Bachelor of Science, Accounting

Lowell High School   2003 — 2007
High School Diploma, General Education

Michelle Van Winkle Michelle Van Winkle San Francisco Bay Area Details
Michelle Van Winkle's First Republic Private Wealth Management Experience June 2015 - Present
Job Data Analyst
Industry Financial Services
Experience
First Republic Private Wealth Management   June 2015 - Present
Wells Fargo Bank  July 2011 - May 2015
Wells Fargo Bank  January 2009 - June 2012
Wells Fargo Bank  September 2007 - January 2009
Starbucks  January 2004 - August 2007
In & Out   September 2002 - November 2003
Sears  June 2001 - September 2002

Skills
Banking, Credit, Loans, Retail Banking, Customer Service, Call Centers, Consumer Lending, Process Improvement, Customer Satisfaction, Vendor Management, ITIL, Relationship Management, Commercial Banking, Business Analysis, Cross Selling, Management, Microsoft Office, Sales

Education
Skyline College   2014 — 2016
Still Attending, General Studies

Michael Herron CLU ChFC Michael Herron CLU ChFC San Francisco, California Details
Michael Herron CLU ChFC's First Republic Private Wealth Management Experience 2015 - Present
Job Business & Operations Excellence Leader / Technology Fanatic / Seeker of Time Leverage / Naturally Curious
Industry Financial Services
Experience
SPAN  2013 - Present
First Republic Private Wealth Management   2015 - Present
Highland Capital Brokerage  2012 - 2015
Marsh & McLennan Companies  2009 - 2012
Time Financial, A Crump Company   2004 - 2009
The Hartford  1995 - 2004

Skills
Operating Budgets, Strategic Planning, Business Strategy, Operations Management, Strategic Partnerships, Client Aquisition, Wealth Management, Compliance, Fixed Annuities, Long-term Care, Estate Planning, Disability Insurance, Retirement, Strategic Thinking, Strategic Financial..., Series 63, Life Insurance, Mutual Funds, Risk Management, Marketing Strategy, Retirement Planning, Insurance, Underwriting, Series 6, Chartered Life..., Chartered Financial..., Individual Life, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Finance, Brokers, Sales, High Net Worth..., Asset Management, Business Planning, Mergers & Acquisitions, Property & Casualty..., Health Insurance, Term Life Insurance, Commercial Insurance, Financial Risk, 401k, Wealth Management..., Financial Planning

Education
University of Southern California   1987 — 1991
BA

Masha Cheransky Masha Cheransky Greater New York City Area Details
Masha Cheransky's First Republic Private Wealth Management Experience January 2013 - Present
Job Senior Operations Specialist at First Republic Investment Management
Industry Financial Services
Experience
First Republic Private Wealth Management   January 2013 - Present
Regent Atlantic Capital, LLC   June 2011 - January 2013
First Republic Investment Management  October 2009 - June 2011
Southwind Associates of NJ, Inc   April 2006 - September 2009
Barrett Associates, Inc  December 2002 - April 2006

Skills
Fixed Income, Hedge Funds, Asset Allocation, Alternative Investments, Mutual Funds, Customer Service, Microsoft Office

Education
Saint Petersburg State University of Culture and Arts   1990 — 1995

Lindsay Hansman Lindsay Hansman Greater New York City Area Details
Lindsay Hansman's First Republic Private Wealth Management Experience April 2015 - Present
Job Associate at First Republic Private Wealth Managememt
Industry Financial Services
Experience
First Republic Private Wealth Management   April 2015 - Present
First Republic Bank  August 2013 - April 2015
First Republic Bank  February 2013 - August 2013
Unique Restoration and Remodeling, Inc.   July 2012 - February 2013
Bare Naked Bakery and Cafe   July 2010 - August 2012
Rockville Centre Recreation   October 2008 - August 2011

Education
Manhattan College   2009 — 2013
Bachelor of Science (B.S.), Finance and Management, 3.4

Ida Xiang Ida Xiang San Francisco, California Details
Ida Xiang's First Republic Private Wealth Management Experience July 2015 - Present
Job Senior Associate at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   July 2015 - Present
First Republic Private Wealth Management   September 2013 - July 2015
Wells Fargo  November 2012 - August 2013
University of California-Davis  August 2010 - October 2012
Scottrade  November 2011 - June 2012

Skills
Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Customer Satisfaction, Budgets, Analysis, Marketing Strategy, CRM, Operations Management, Marketing, Employee Training, Investments, Account Management

Education
University of California, Davis   2008 — 2012
Bachelor of Arts (B.A.), Economics

Ryan Pile Ryan Pile Los Angeles, California Details
Ryan Pile's First Republic Private Wealth Management Experience January 2013 - Present
Job Associate Director at First Republic Trust Company
Industry Financial Services
Experience
First Republic Private Wealth Management   January 2013 - Present
US Navy  March 2010 - August 2012
US Navy  August 2004 - March 2010

Skills
Financial Services, Trust Management, Estate Administration, Leadership, Management, Personnel Supervision, Intelligence Analysis, Operational Planning, Military Operations, Personnel Management, Analysis, DoD, Force Protection, Command, Security Clearance, Navy, Information Assurance, Military Experience, Active DoD Secret..., Preventive Maintenance, Military, Electronic Warfare, Weapons, Defense

Education
UCLA Anderson School of Management   2014 — 2017
Master of Business Administration (M.B.A.)

University of Maryland University College   2005 — 2011
Bachelor of Science (B.S.), Finance and English, 3.45

Glendale Community College   2001 — 2004

Yordanos Woldezgi Yordanos Woldezgi San Francisco Bay Area Details
Yordanos Woldezgi's First Republic Private Wealth Management Experience May 2015 - July 2015
Job Derivatives Analyst at Federal Home Loan Bank of San Francisco
Industry Banking
Experience
Federal Home Loan Bank of San Francisco  July 2015 - Present
First Republic Private Wealth Management   May 2015 - July 2015
Wells Fargo Securities  December 2013 - April 2015
Meriwest Credit Union  January 2008 - August 2013
San Jose State University  August 2011 - December 2011
San Jose State University  January 2009 - May 2009
Mervyns  June 2005 - December 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Budgets, English, Windows, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Negotiation, Editing, Java, Auditing, Risk Management, Master Agreements, Investments Agreements, Credit Support Annex, Symitar, Ascensus, Adaptiv, Bridger Insight XG Pro, BVS, Citrix, Calypso, DSOM, Salesforce.com, Experian, Elan, FileNet, GDD+, Imaging, Lyons, Opening Act, Oracle, QA website, QA Documentation Mailbox, Seemore, Wausa, WFS Counterparty..., WLIS, APX, NET360, SharePoint

Education
San Jose State University   2005 — 2012
Bachelor of Arts (BA), African American Studies

Anthony Coiro Anthony Coiro Greater New York City Area Details
Anthony Coiro's First Republic Private Wealth Management Experience October 2013 - Present
Job Sr. Associate, SelfDirected/Online Brokerage at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   October 2013 - Present
Societe Generale/Newedge   August 2012 - October 2013
Deutsche Bank  May 2012 - August 2012
Barclays Capital  July 2007 - September 2011
HSBC Finance  January 2006 - July 2007

Skills
Fixed Income, Equities, Prime Brokerage, Options, Trading, Hedge Funds, Middle Office, Investment Banking, Settlement, Electronic Trading, Back Office, Series 7, Series 63, Securities, Relationship Management, Finance, Derivatives, Trading Systems, Equity Derivatives, Alternative Investments, Credit, Equity Trading, Asset Management, Portfolio Management, Investments, AML, Risk Management, Business Development

Education
University of Rhode Island   2001 — 2005
Bachelor of Science (BS), Political Science

Mary Beth Mahoney Mary Beth Mahoney Greater Boston Area Details
Mary Beth Mahoney's First Republic Private Wealth Management Experience March 2012 - March 2014
Job Director and Wealth Advisor at Wellesley Investment Partners
Industry Investment Management
Experience
Wellesley Investment Partners   March 2014 - Present
First Republic Private Wealth Management   March 2012 - March 2014
Boston Private Bank & Trust Company  June 1998 - March 2012
Bank of Boston  July 1996 - June 1998
BayBanks  1987 - 1996

Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equities, Investment Management, Fixed Income, Investment Strategies, Private Equity, Investment Advisory, Wealth Management...

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1996
MBA

Dartmouth College   1982 — 1986
BA, History

Jeff W. Greene Jeff W. Greene Portland, Oregon Details
Jeff W. Greene's First Republic Private Wealth Management Experience November 2012 - Present
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   November 2012 - Present
Morgan Stanley Smith Barney  May 2007 - November 2012
Piper Jaffray  October 2004 - May 2007

Education
George Fox University   2000 — 2002
Bachelor of Science (B.S.), Mathematics

Louise Chauncey, CFA Louise Chauncey, CFA Greater Boston Area Details
Louise Chauncey, CFA's First Republic Private Wealth Management Experience April 2012 - Present
Job Managing Director at First Republic Private Wealth Management
Industry Banking
Experience
First Republic Private Wealth Management   April 2012 - Present
Boston Private Bank  November 1999 - April 2012
BankBoston  1996 - November 1999
Baybank Investment Management   1993 - 1996
Bank America   1987 - 1992

Skills
Asset Allocation, Retirement Planning, Investment Strategies, Equities, Client Service, New Business Development, Portfolio Management, Wealth Management, High Net Worth..., Investment Management, Alternative Investments, Fixed Income

Education
D'Amore-McKim School of Business at Northeastern University   1985 — 1987
MBA, Finance

University of Massachusetts, Amherst   1978 — 1982
BS, Political Science/Economics

Steve Bono Steve Bono San Francisco Bay Area Details
Steve Bono's First Republic Private Wealth Management Experience October 2015 - Present
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   October 2015 - Present
San Francisco 49ers  2002 - Present
Constellation Wealth Advisors  October 2009 - September 2015
Comcast Sportsnet Bay Area  August 2009 - January 2010
ThinkEquity Partners  August 2006 - May 2008
Bank of America  April 2003 - July 2006
HRJ Capital  July 2001 - March 2003
National Football League  July 1985 - February 2000

Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management

Education
University of California, Los Angeles   1980 — 1985
BA, Sociology

Norristown Area High School   1977 — 1980

Everett Fung Everett Fung San Francisco, California Details
Everett Fung's First Republic Private Wealth Management Experience April 2015 - Present
Job Operations Analyst at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   April 2015 - Present
Genentech  April 2013 - February 2015
John Hancock Financial Services  August 2012 - March 2013
Lash Group  August 2010 - August 2012
Coveroo  July 2010 - August 2010
UCSF  March 2009 - June 2010
National Youth Leadership Council  May 2009 - July 2009
UC Davis  February 2007 - June 2008
Doctors Medical   June 2000 - September 2003

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Publisher, CRM Databases, Adobe Acrobat, Java, Mac & PC platforms, Mac/PC

Education
Saint Mary's College of California   2014 — 2015
Master's Degree, Finance and Financial Management Services, 4.0

UC Davis   2003 — 2009
B.S., Psychology, Biology

Tanya McCullough, CIS Tanya McCullough, CIS Orange County, California Area Details
Tanya McCullough, CIS's First Republic Private Wealth Management Experience August 2015 - Present
Job Client Services Associate at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   August 2015 - Present
LPL Financial / E.F. Heagen & Assoc.   November 2011 - August 2015
Healthline Medical, Inc.   July 2009 - August 2013
Procter & Gamble  June 2008 - July 2009
PFS Investments  January 2001 - June 2009
PRICEWATERHOUSECOOPERS LLP  September 1997 - June 2001

Skills
Impeccable..., Retirement Planning, Retirement Plan..., Strategy, Wealth Management, Insurance, IRAs, Leadership, Securities, Long Term Care Insurance, Strategic Planning, Variable Annuities, Fixed Annuities, Sales Process, New Business Development, Coaching, Professional Mentoring, Investments, Retirement, Business Development, Small Business, Series 65, Series 6, Series 63, Series 7

Education
Loyola Marymount University
BA, Psychology

Brian Chinn, CFP® Brian Chinn, CFP® San Francisco Bay Area Details
Brian Chinn, CFP®'s First Republic Private Wealth Management Experience February 2014 - Present
Job Managing Director, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   February 2014 - Present
First Republic Private Wealth Management   June 2009 - February 2014
Fidelity Investments  March 2005 - February 2009
Citicorp Investment Services  October 2003 - February 2005

Skills
Wealth Management, Investments, Asset Allocation, Investment Advisory, Variable Annuities, Life Insurance, 529 Plans, Personal Financial..., Donor Advised Funds, Guaranteed Lifetime..., Asset Management, Charitable Giving, Portfolio Management, Strategic Financial..., Finance, Insurance, Retirement Planning, Financial Planners, Banking, Series 7

Education
University of Oregon   1996 — 1998
Bachelor's degree, Political Science and Government

Mary Hoskins Mary Hoskins San Francisco Bay Area Details
Mary Hoskins's First Republic Private Wealth Management Experience May 2014 - Present
Job Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   May 2014 - Present
Independent Consultant  2004 - Present
Private Family Trust  December 2001 - Present
Educational Foundation of Orinda   April 2012 - Present
Mellon Capital Management  2002 - 2004
various  1999 - 2002
The Quaker Oats Company  1993 - 1998
The University of Chicago Booth School of Business  August 1997 - December 1997
Sears, Roebuck and Co.   1989 - 1993

Skills
Investment Strategies, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Competitive Analysis, Capital Markets, Marketing Communications, Fixed Income/Bonds, Conference Speaking, Content Management, Equity Research, Investor Relations, Mentoring, Wealth Management

Education
The University of Chicago - Booth School of Business
MBA

London School of Economics and Political Science
MSc

University of Illinois at Urbana-Champaign
BA

Megan Flynn Megan Flynn New York, New York Details
Megan Flynn's First Republic Private Wealth Management Experience July 2011 - Present
Job Associate Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   July 2011 - Present
Deutsche Bank  September 2010 - July 2011
Deutsche Bank AG  August 2009 - September 2010
Past and Presents Ltd.   April 2004 - August 2009
MHR Foundation   January 2008 - May 2009
Christie's  July 2008 - August 2008

Education
St. Mary's University London, UK   2009 — 2010
Graduate Certificate, International Business

Marist College   2005 — 2009
BS, Finance and International Marketing; Art History

Scuola Lorenzo de'Medici

Kelly Johnston, CTFA Kelly Johnston, CTFA San Francisco Bay Area Details
Kelly Johnston, CTFA's First Republic Private Wealth Management Experience November 2014 - Present
Job Deputy Director at First Republic Trust Company
Industry Financial Services
Experience
First Republic Private Wealth Management   November 2014 - Present
First Republic Trust Company   December 2013 - November 2014
Mechanics Bank Wealth Management   February 2010 - December 2013
The Mechanics Bank  August 2007 - January 2010
The Mechanics Bank  January 1999 - August 2007
The Mechanics Bank  August 1995 - December 1998

Skills
Estate Planning, Commercial Lending, Wealth Management, Investment Management, Trust Services, Banking, Estate Administration, Finance, Estate Law, Investments, Private Banking, Business Development, Financial Advisory, Wealth, Risk Management, Commercial Banking, Relationship Management, Nonprofits, Asset Management, Series 7, Loans, Financial Services, Portfolio Management, Management, Wealth Management..., Strategic Financial..., Public Speaking, Mortgage Lending, Due Diligence, Small Business Lending

Education
St. Mary's College of California
Bachelor of Arts (B.A.), Business Administration and Management

Kevin K. Chung, CFP®, CIMA® Kevin K. Chung, CFP®, CIMA® Orange County, California Area Details
Kevin K. Chung, CFP®, CIMA®'s First Republic Private Wealth Management Experience April 2015 - Present
Job Managing Director of Financial Planning at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   April 2015 - Present
Jackson Financial Management   April 2007 - March 2015
Brightworth, LLC   January 2005 - January 2007

Skills
Retirement Planning, Estate Planning, Financial Planning, Asset Management, Investments, Contract Negotiation, Tax Planning, Employee Stock Options, Restricted Stock, Business Planning, Investment Management, Certified Financial..., Financial Planners, Strategic Financial..., Asset Managment, High Net Worth..., Retirement, Wealth Management..., IRAs, Personal Financial...

Education
Georgia Institute of Technology   1995 — 1999
Bachelor of Science (B.S.), Management

Georgia State University - J. Mack Robinson College of Business   2004 — 2007
Master of Science (M.S.), Personal Financial Planning

California State University-Fullerton - College of Business and Economics   2011 — 2015
Master of Science (M.S.), Taxation

The University of Chicago Booth School of Business   2013 — 2013
Certified Investment Management Analyst (CIMA) Executive Education Program

Christopher Nyberg Christopher Nyberg San Francisco, California Details
Christopher Nyberg's First Republic Private Wealth Management Experience June 2015 - Present
Job Associate Director
Industry Investment Management
Experience
First Republic Private Wealth Management   June 2015 - Present
First Republic Bank  June 2012 - June 2015
Astera Financial Group   April 2011 - June 2012
BanyanSeed   February 2010 - January 2011
UVM Russian House   August 2008 - May 2009
DHL  August 2007 - January 2008
University of Vermont  August 2006 - May 2007

Skills
Python, NumPy, R, VBA, Microsoft SQL Server, Excel, Accounting, Microsoft Office, Bloomberg Terminal, Investment Research, Leadership, Research, Finance, Russian, Statistics, Databases, Financial Software...

Education
Monterey Institute of International Studies, Fisher Graduate School of International Business   2009 — 2011
MBA, Finance

UCLA Extension   2009 — 2011
Accounting Certificate, Accounting

University of Vermont   2006 — 2009
BA, Russian Language

Moscow Humanities University   2007 — 2008
TORFL 2, Russian Language

Lomonosov Moscow State University (MSU)   2004 — 2005
TORFL 1 (BA Russian Certification), Russian Language

Dora Babu Dora Babu San Francisco Bay Area Details
Dora Babu's First Republic Private Wealth Management Experience February 2014 - Present
Job
Industry Information Technology and Services
Experience
First Republic Private Wealth Management   February 2014 - Present
Mphasis  June 2007 - Present
3i Infotech  October 2006 - June 2007
R Systems  March 2005 - October 2006
Carborundum Universal Ltd (CUMI)   July 2002 - March 2006
Carborundum Universal Ltd (CUMI)   July 2002 - March 2006
Carborundum Universal Limited  December 2003 - March 2005

Skills
Testing, Oracle, Requirements Analysis, Integration, Warehouse Management, Microsoft SQL Server, ERP, Manual Testing, Project Management, Software Project..., SDLC, Test Planning, Test Management, Regression Testing, Test Cases, Project Planning, Integration Testing, Test Strategy, Functional Testing, Black Box Testing, Requirements Gathering, Quality Center, APPIAN

Education
Periyar University   1999 — 2001
MSC

Andhra University   1995 — 1998
Bachelor's Degree in Science (B.Sc)

Sean Kiley Sean Kiley San Francisco Bay Area Details
Sean Kiley's First Republic Private Wealth Management Experience July 2015 - Present
Job CRM Systems Analyst at First Republic Private Wealth Management
Industry Information Technology and Services
Experience
First Republic Private Wealth Management   July 2015 - Present
Fremont Bank  September 2012 - June 2015
Thermo Fisher Inc.   August 2011 - November 2011
MacAfee Inc   March 2011 - August 2011
Coupons.com  March 2010 - October 2010
Genentech Inc  February 2009 - September 2009
Senior Financial Consultant   June 2007 - August 2008
Tyco Electronics  2003 - 2007
WageWorks  2002 - 2003
Visa  2000 - 2001

Skills
Forecasting, Financial Analysis, Financial Modeling, Finance, Accounting, Analysis, Corporate Finance, Salesforce.com, Budgets, Budgeting, Financial Reporting, ERP, Pricing, Cost Analysis, Valuation, Access, Systems & Process..., Operations & Team..., IT-Business-Finance..., Financial Accounting, Sales Operations, Hyperion Enterprise, Capital Budgeting, Cost Accounting, SAP R/3, Hyperion Planning, Hyperion, Cash Flow, P&L Management, Business Intelligence, Annual and Long-term..., Expense & Variance..., General Ledger, CRM Integration, VBA, Project Management, SQL, Data Modeling, Data Migration, Project Portfolio..., Analytics, Team Management, Microsoft CRM, SSRS, Microsoft Dynamics, Team Leadership

Education
Golden Gate University   1992 — 1996
BBA, International Management, Corporate Finance

Notre Dame de Namur University   2000 — 2002
MBA, Finance

Glenn Degenaars, CFA Glenn Degenaars, CFA Greater New York City Area Details
Glenn Degenaars, CFA's First Republic Private Wealth Management Experience August 2010 - Present
Job Senior Managing Director / Senior Portfolio Manager at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   August 2010 - Present
Deutsche Bank  November 1998 - August 2010
Bankers Trust  1997 - 1998
Viacom  May 1995 - March 1997

Skills
Alternative Investments, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Management, Asset Managment, Fixed Income, Hedge Funds, High Net Worth..., Investment Strategies, Private Equity, Relationship Management, Wealth Management..., Finance, Capital Markets, Retirement, Trading, Retirement Planning, Financial Analysis, Securities, Retirement Savings

Education
University of Delaware   1993 — 1997
BS, Finance

Ramapo High School

Samantha Favis Samantha Favis New York, New York Details
Samantha Favis's First Republic Private Wealth Management Experience September 2015 - Present
Job Financial Services Professional
Industry Investment Management
Experience
First Republic Private Wealth Management   September 2015 - Present
Constellation Wealth Advisors  July 2013 - September 2015
Morgan Stanley  August 2012 - June 2013
Morgan Stanley  June 2010 - August 2012
Morgan Stanley  June 2009 - August 2009

Skills
Capital Markets, Fixed Income, Bloomberg

Education
Brown University   2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship: Business Economics

Lake Highland Preparatory School

Andrew Vrachimis Andrew Vrachimis New York, New York Details
Andrew Vrachimis's First Republic Private Wealth Management Experience June 2014 - Present
Job First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management   June 2014 - Present
Realogy Holdings Corp.  July 2013 - June 2014
Realogy Holdings Corp.  July 2011 - June 2013
The Hertz Corporation  June 2010 - August 2010

Skills
Financial Modeling, Investment Management, Financial Analysis, Valuation, Financial Planning, Microsoft Excel, PowerPoint, Real Estate, Acquisitions

Education
Lafayette College   2007 — 2011
Bachelor of Arts (B.A.), Economics

Hazel Jiayi Zhou Hazel Jiayi Zhou Los Angeles, California Details
Hazel Jiayi Zhou's First Republic Private Wealth Management Experience June 2015 - September 2015
Job Student at University of California, Los Angeles
Industry
Experience
First Republic Private Wealth Management   June 2015 - September 2015
PwC  August 2014 - September 2014
UCLA First Year Experience   March 2014 - July 2014
UCLA Daily Bruin Marketing   January 2013 - May 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Social Media, Public Speaking, Photoshop, Teamwork, English, Event Planning, HTML, Team Leadership, Teaching, Strategic Planning, Editing, Time Management, Project Management

Education
UCLA   2012 — 2016
Bachelor of Arts, B.A., Economics B.A., Sociology

Shanghai American School, Pudong   2008 — 2012

Jason L. Babb, CFA Jason L. Babb, CFA Greater New York City Area Details
Jason L. Babb, CFA's First Republic Private Wealth Management Experience July 2010 - Present
Job Senior Managing Director, Senior Portfolio Manager at First Republic Private Wealth Management
Industry Banking
Experience
First Republic Private Wealth Management   July 2010 - Present
Deutsche Bank  January 2000 - July 2010
Medco  August 1998 - January 2000
US Marine Corps  July 1993 - July 1997

Skills
Investment Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Investments, Banking, Wealth Management, Equities

Education
Ramapo College of New Jersey   1998 — 2000
BS, Finance

Ramapo High School   1989 — 1993

Richard (Rick) Gordon Richard (Rick) Gordon San Francisco Bay Area Details
Richard (Rick) Gordon's First Republic Private Wealth Management Experience January 2015 - Present
Job Managing Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   January 2015 - Present
Barclays  2007 - January 2015
Goldman Sachs  June 2006 - August 2006
Bloomberg LP  June 2001 - July 2005

Education
University of Michigan - Stephen M. Ross School of Business   2005 — 2007
MBA, Finance

University of Michigan   1997 — 2001
B.A., Psychology

Stevenson High School

Michael B. Cox Michael B. Cox San Francisco, California Details
Michael B. Cox's First Republic Private Wealth Management Experience June 2014 - March 2015
Job Merrill Lynch Private Wealth Management
Industry Investment Management
Experience
Merrill Lynch  March 2015 - Present
First Republic Private Wealth Management   June 2014 - March 2015
Luminous Capital  June 2013 - August 2013
Merrill Lynch  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Investments, Data Analysis, Finance, Financial Reporting, Risk Management, Financial Modeling, Financial Accounting, Valuation, Bloomberg Terminal, Investment Management, Outlook, Wealth Management, Portfolio Management

Education
The University of Connecticut School of Business   2012 — 2014
B.S of Science in Business, Finance and Financial Management Services

Norwalk Community College   2010 — 2012
Associate's degree, Insurance and Financial Services

Candice Nelson Candice Nelson Orange, California Details
Candice Nelson's First Republic Private Wealth Management Experience September 2015 - Present
Job Intern at Los Angeles District Attorney
Industry
Experience
First Republic Private Wealth Management   September 2015 - Present
Los Angeles District Attorney's Office  January 2015 - May 2015
Graham • Vaage LLP   June 2014 - October 2014
Advanced Bionics  May 2013 - October 2013
E.D. Nelson Construction Inc.   June 2013 - June 2013
Six Flags Hurricane Harbor  May 2011 - August 2012

Skills
Microsoft Excel, Microsoft Office, Public Speaking, Photoshop, Research, PowerPoint, Project Lifecycle..., Teamwork, Event Planning, Time Management, Social Networking, Customer Service, Social Media, Facebook, Microsoft Word, Blogging, Leadership

Education
Chapman University   2011 — 2015
Bachelor of Science (BS), Business Administration, Financial Emphasis

Jeff Kuhlman, CFA Jeff Kuhlman, CFA Greater Los Angeles Area Details
Jeff Kuhlman, CFA's First Republic Private Wealth Management Experience October 2010 - Present
Job Vice President at First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management   October 2010 - Present
UCLA Foundation   June 2010 - September 2010
American Century Investments  June 2009 - September 2009
CACI  June 2007 - August 2008
US Army  December 2001 - May 2007
Robertson Stephens  2000 - 2001

Skills
Portfolio Management, Investments, Analysis, Asset Management, Leadership, Finance, Asset Allocation, Economics, Military, Defense, Research, Intelligence, Financial Modeling, Financial Analysis, Asset Managment

Education
University of California, Los Angeles - The Anderson School of Management   2008 — 2010
MBA

Defense Language Institute
AA, Korean

Santa Clara University
BSC, Finance

Andrew Burge Andrew Burge San Francisco, California Details
Andrew Burge's First Republic Private Wealth Management Experience February 2015 - Present
Job Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   February 2015 - Present
First Republic Private Wealth Management   January 2014 - January 2015
First Republic Private Wealth Management   January 2013 - January 2014
First Republic Investment Management  January 2009 - January 2013
First Republic Investment Management  January 2008 - January 2009
Westmont College  August 2007 - January 2008
Houlihan Lokey  June 2005 - August 2005

Skills
Financial Analysis, Financial Modeling, Marketing, Due Diligence, Strategic Planning, Data Management, Data Analysis

Education
University of Southern California   2003 — 2007
Bachelor of Arts (B.A.), Double Major, Political Science and Economics

Sean Bricmont, CFA Sean Bricmont, CFA San Francisco Bay Area Details
Sean Bricmont, CFA's First Republic Private Wealth Management Experience March 2006 - Present
Job Managing Director, First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management   March 2006 - Present
Brain Injury Network of the Bay Area (BINBA)   July 2010 - Present
Nelson Capital Management  December 2002 - March 2006

Skills
Asset Allocation, Portfolio Management, Alternative Investments, Financial Services, Wealth Management, Investment Management, Financial Planning

Education
The University of Chicago Booth School of Business   2007 — 2008
CPWA®, Chartered Private Wealth Advisor (SM)

Northwestern University   1998 — 2002
BA, Economics

Polytechnic   1994 — 1998
High School

Chartered Financial Analyst (CFA)

Linda Farmer Linda Farmer San Francisco Bay Area Details
Linda Farmer's First Republic Private Wealth Management Experience July 2015 - Present
Job Executive Assistant at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   July 2015 - Present
Merrill Lynch  November 2004 - July 2015
Semtech  March 1999 - November 2004
McDermott Will & Emery  January 1994 - November 1998
Hyatt Regency  March 1989 - January 1994

Skills
Event Management, Management, Customer Service, Accounting, Event Planning, Microsoft Excel, Budgets, Project Management, Marketing

Education
Triton College

Brian Nagle Brian Nagle Greater Boston Area Details
Brian Nagle's First Republic Private Wealth Management Experience September 2013 - Present
Job Managing Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   September 2013 - Present
Family Business Association   August 2007 - Present
Suffolk University  August 2000 - Present
BNY Mellon  December 2000 - August 2013
Ernst & Young  July 1999 - December 2000
Deloitte & Touche  June 1998 - July 1999
Arthur Andersen  1995 - 1998
John W. Henry & Co., Inc.   1989 - 1990

Skills
Investments, Estate Planning, Alternative Investments, Asset Management, Securities, Mergers & Acquisitions, Venture Capital, Due Diligence, Mergers, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Tax, Investment Strategies

Education
Georgetown University Law Center   1993 — 1994
Master of Laws, Taxation

Georgetown University Law Center   1993 — 1994
Certificate in Employee Benefits, Law

Ohio Northern University—Claude W. Pettit College of Law   1990 — 1993
Juris Doctor, Law

Fairfield University   1985 — 1989
Bachelor of Arts, Economics

Paul Raman, CFA Paul Raman, CFA United States Details
Paul Raman, CFA's First Republic Private Wealth Management Experience April 2014 - Present
Job Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   April 2014 - Present

Education
University of Manchester - Manchester Business School
MBA, Business

University of Wisconsin-Madison
Bachelor’s Degree

Kenneth Tam Kenneth Tam San Francisco Bay Area Details
Kenneth Tam's First Republic Private Wealth Management Experience July 2015 - Present
Job Associate Director at First Republic Bank, Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   July 2015 - Present
First Republic Investment Management  February 2012 - July 2015
First Republic Investment Management  2007 - February 2012
Financial Freedom Senior Funding Corporation. A wholly owned subsidiary of Indymac Bank.   March 2006 - October 2007
University of California, San Francisco  September 2003 - March 2006

Skills
Finance, Accounts Payable, Budgets, Financial Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Business Analysis, Analysis, Accounting, Banking, Microsoft Office, Financial Services, Data Analysis, Process Improvement, Business Process..., Customer Service, Business Intelligence, Strategic Planning, Account Reconciliation, Financial Modeling, Risk Management

Education
San Jose State University   2001 — 2003
Bachelor's degree, Business Administration, Management Information Systems

Nicole D. Rains Nicole D. Rains Mountain View, California Details
Nicole D. Rains's First Republic Private Wealth Management Experience February 2015 - Present
Job at
Industry Financial Services
Experience
First Republic Private Wealth Management   February 2015 - Present
First Republic Bank  July 2012 - Present
First Republic Investment Management  November 2011 - Present
First Republic Bank  November 2011 - Present
First Republic Bank  June 2011 - November 2011
Ludwig & Fawcett, Inc.   August 2009 - June 2011

Skills
Wealth Management

Education
Santa Clara University - Leavey School of Business   2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology

Chris Merrifield Chris Merrifield San Francisco Bay Area Details
Chris Merrifield's First Republic Private Wealth Management Experience 2013 - Present
Job Managing Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   2013 - Present
Morgan Stanley Private Wealth Management  2008 - 2013
Citigroup  2007 - 2008
Citi  2002 - 2007
Citigroup  1995 - 2002

Skills
Securities, Series 7, Investments, Portfolio Management, Wealth Management, Banking, Credit, Finance, Financial Analysis, Financial Services, Equities, Alternative Investments

Education
Willamette University MBA   1994 — 1996
MBA, Finance

Stanford University Graduate School of Business
Executive Education, Finance

University of Oregon
BA, Communications

Christine Dinardi Stafstrom Christine Dinardi Stafstrom Greater New York City Area Details
Christine Dinardi Stafstrom's First Republic Private Wealth Management Experience February 2008 - Present
Job Vice President, Private Wealth Management Marketing
Industry Investment Management
Experience
First Republic Private Wealth Management   February 2008 - Present
Sailfish Capital Partners  2005 - 2008

Education
Fairfield University   2008 — 2011
MBA

Fairfield University   2001 — 2005
BS, Finance

The Ursuline School   1997 — 2001

DIANE KOHLER DIANE KOHLER San Francisco Bay Area Details
DIANE KOHLER's First Republic Private Wealth Management Experience 2008 - Present
Job MANAGING DIRECTOR & PORTFOLIO MANAGER, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management   2008 - Present
Lehman Brothers  April 2001 - September 2008
Hambrecht & Quist  August 1999 - April 2001
Merrill Lynch  1986 - August 1999

Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership

Education
University of Hawaii at Manoa   1978 — 1981

Paul Boscacci Paul Boscacci San Francisco Bay Area Details
Paul Boscacci's First Republic Private Wealth Management Experience March 2014 - Present
Job Director of Performance Measurement at First Republic Bank
Industry Financial Services
Experience
First Republic Private Wealth Management   March 2014 - Present
The Presidio Group LLC  February 2011 - January 2014
Offit Capital Advisors  November 2004 - January 2011
Kaspick & Company  1997 - 2004
Wells Fargo Bank  1988 - 1992

Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities

Education
Yale University - Yale School of Management   1992 — 1994
MBA

Saint Mary's College of California   1982 — 1986
BA, Integral Liberal Arts

Rick Krawczeski, CFP® Rick Krawczeski, CFP® Palo Alto, California Details
Rick Krawczeski, CFP®'s First Republic Private Wealth Management Experience November 2014 - Present
Job Managing Director of Financial Planning
Industry Financial Services
Experience
First Republic Private Wealth Management   November 2014 - Present
Fort Washington Investment Advisors  July 2007 - November 2014
Key Private Bank  July 1999 - July 2007

Skills
High Net Worth..., Employee Stock Options, Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Financial Services, Asset Allocation, Financial Advisory, Banking, Finance, Wealth Management, Investments, Asset Managment, Portfolio Management

Education
Xavier University   1990 — 1991
MBA, Finance

College for Financial Planning   2004 — 2006
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.

The Ohio State University
Bachelor's Degree, Finance

Eric Carl Eric Carl San Francisco, California Details
Eric Carl's First Republic Private Wealth Management Experience June 2012 - Present
Job Senior Associate at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management   June 2012 - Present
First Republic Bank  July 2011 - June 2012
Tiffany & Co.   November 2007 - July 2011

Skills
Customer Service, Data Analysis, Troubleshooting, Microsoft Office, Finance, Market Research, Retail, Sales, New Business Development, Process Improvement

Education
San Francisco State University, College of Business   2007 — 2010
Bachelor of Science, Business Administration (Concentration in International Business)

California Polytechnic State University-San Luis Obispo   2003 — 2006
Chemistry

Kristen Fong Kristen Fong San Francisco, California Details
Kristen Fong's First Republic Private Wealth Management Experience June 2013 - October 2013
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant  October 2013 - Present
First Republic Private Wealth Management   June 2013 - October 2013
First Republic Bank  July 2011 - December 2012
Addison Avenue Federal Credit Union  April 2010 - April 2011
Bank of America  January 2006 - November 2009

Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance

Education
University of San Francisco   2010 — 2012
Masters, Financial Analysis

Kaplan University
Financial Planning

San Jose State University   2008 — 2009
Bachelor's Degree, Business Management

Skyline College   2005 — 2008
Associate of Arts (A.A.), Liberal Arts

Tatyana Tamraz Tatyana Tamraz San Francisco Bay Area Details
Tatyana Tamraz's First Republic Private Wealth Management Experience September 2014 - Present
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank  August 2015 - Present
First Republic Private Wealth Management   September 2014 - Present
First Republic Bank  September 2012 - Present
Déjà vu, Burlingame   May 2012 - September 2012
Fusion Brands Inc  October 2010 - April 2012
BPI Brand   June 2010 - January 2011
John G Jenkins DDS   June 2006 - January 2011
Macys  October 2009 - January 2010
Elite Motors  August 2008 - January 2009
Nordstrom  August 2007 - January 2008

Skills
Merchandising, Customer Service, Sales Management, Social Media, PowerPoint, Event Management, Inventory Management, Account Management, Retail, Microsoft Excel, Microsoft Office, Makeup Artistry, Research, Event Planning, Management, Program Management, Customer Satisfaction, Microsoft Word, Marketing, Market Research, Sales

Education
San Francisco State University   2006 — 2012
Bachelor of Science (B.S.), Microbiology/Chemistry

San Francisco State University   2006 — 2012
Bachelor of Science (BS), Microbiology and chemistry

Sean Marcus Oliveira Sean Marcus Oliveira Boston, Massachusetts Details
Sean Marcus Oliveira's First Republic Private Wealth Management Experience February 2015 - Present
Job At
Industry Investment Management
Experience
First Republic Private Wealth Management   February 2015 - Present
First Republic Bank  February 2013 - February 2015
Bank of America  January 2011 - February 2013
Merrill Lynch  April 2010 - June 2011

Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits

Education
Hodges University
Business Management

Michael Giglio Michael Giglio South Weymouth, Massachusetts Details
Michael Giglio's First Republic Private Wealth Management Experience November 2013 - Present
Job Client Service Associate
Industry Financial Services
Experience
First Republic Private Wealth Management   November 2013 - Present
State Street Bank  January 2012 - November 2013
Brown Brothers Harriman  January 2011 - January 2012

Skills
Advent Products- APX,..., Custodial Products- SEI..., Management, Bloomberg, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Fixed Income, Customer Service

Education
Bryant University   2010 — 2010
Master of Business Administration, Finance and Financial Management Services

Bryant University   2005 — 2009
Bachelors of Science in Business Administration, Finance and Financial Management Services

Anne Lovett Anne Lovett Haverford, Pennsylvania Details
Anne Lovett's First Republic Private Wealth Management Experience June 2015 - Present
Job Intern at First Republic Bank
Industry
Experience
First Republic Private Wealth Management   June 2015 - Present
SynLab   June 2014 - July 2014
SCP Partners   June 2013 - August 2013

Skills
Data Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Research, Java, Microsoft PowerPoint, Adobe Photoshop, Adobe InDesign, PowerPoint

Education
Princeton University   2013 — 2017
Bachelor’s Degree, Operations Research and Financial Engineering

Shipley School   2004 — 2013

daniel selcow daniel selcow Greater New York City Area Details
daniel selcow's First Republic Private Wealth Management Experience February 2015 - Present
Job
Industry
Experience
First Republic Private Wealth Management   February 2015 - Present
Wilmington Trust  June 2006 - February 2015

Education
Thunderbird School of Global Management   1990 — 1992
MBA, International Finance

Connecticut College   1982 — 1986
Bachelor of Arts (B.A.), Psychology