First Republic Private Wealth Management
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First Republic Private Wealth Management Employees
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
First Republic Private Wealth Management April 2014 - Present
Education
University of Manchester - Manchester Business School
MBA, Business
University of Wisconsin-Madison
Bachelor’s Degree
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
First Republic Private Wealth Management February 2015 - Present
First Republic Bank July 2012 - Present
First Republic Investment Management November 2011 - Present
First Republic Bank November 2011 - Present
First Republic Bank June 2011 - November 2011
Ludwig & Fawcett, Inc. August 2009 - June 2011
Skills
Wealth Management
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology
First Republic Private Wealth Management 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
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
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
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
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
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
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
First Republic Bank August 2015 - Present
First Republic Private Wealth Management September 2014 - Present
First Republic Bank September 2012 - Present
Déjà vu, Burlingame May 2012 - September 2012
Fusion Brands Inc October 2010 - April 2012
BPI Brand June 2010 - January 2011
John G Jenkins DDS June 2006 - January 2011
Macys October 2009 - January 2010
Elite Motors August 2008 - January 2009
Nordstrom August 2007 - January 2008
Skills
Merchandising, Customer Service, Sales Management, Social Media, PowerPoint, Event Management, Inventory Management, Account Management, Retail, Microsoft Excel, Microsoft Office, Makeup Artistry, Research, Event Planning, Management, Program Management, Customer Satisfaction, Microsoft Word, Marketing, Market Research, Sales
Education
San Francisco State University 2006 — 2012
Bachelor of Science (B.S.), Microbiology/Chemistry
San Francisco State University 2006 — 2012
Bachelor of Science (BS), Microbiology and chemistry
First Republic 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
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
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
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