Matrix Capital Bank
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Matrix Capital Bank Employees
Employee
Years
Job
Industry
Jim Wales Jim Wales's Matrix Capital Bank Experience April 1997 - January 2000
Job Broker Associate at Keller Williams Foothills Realty
Industry Financial Services
Experience
Keller Williams Foothills Realty November 2013 - Present
Johnson & Wales University March 2011 - November 2013
Little Bear Saloon September 2012 - June 2013
Colorado National Bancorp October 2011 - January 2012
Bank of Choice July 2006 - October 2010
Bank of the West December 2003 - July 2006
Evergreen National Bank January 2000 - December 2003
Matrix Capital Bank April 1997 - January 2000
Skills
Strategic Planning, New Business Development, Customer Relations, Financial Analysis, Budgeting, Client Retention, Banking, Credit, Budgets, Leadership
Education
University of Phoenix 1998 — 2000
Masters, Business Administration
Fort Lewis College 1985 — 1990
Bachelor of Arts, Business Administration - Marketing
Keller Williams Foothills Realty November 2013 - Present
Johnson & Wales University March 2011 - November 2013
Little Bear Saloon September 2012 - June 2013
Colorado National Bancorp October 2011 - January 2012
Bank of Choice July 2006 - October 2010
Bank of the West December 2003 - July 2006
Evergreen National Bank January 2000 - December 2003
Matrix Capital Bank April 1997 - January 2000
Skills
Strategic Planning, New Business Development, Customer Relations, Financial Analysis, Budgeting, Client Retention, Banking, Credit, Budgets, Leadership
Education
University of Phoenix 1998 — 2000
Masters, Business Administration
Fort Lewis College 1985 — 1990
Bachelor of Arts, Business Administration - Marketing
Albertine Michaud Albertine Michaud's Matrix Capital Bank Experience 2001 - 2001
Job Senior Commercial Real Estate Loan Servicer
Industry Banking
Experience
National Bank of Arizona 2002 - February 2012
Matrix Capital Bank 2001 - 2001
Citizens Bank, MA (Formerly USTrust) 1994 - 2000
Fleet Bank of MA (Formerly Bank of New England) 1988 - 1994
Skills
Real Estate, Commercial Real Estate, Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Lines Of Credit, Finance, Portfolio Management, Small Business Lending, Mortgage Lending
Education
Bellevue College 1984 — 1986
Associate, Marketing
Husson University 1966 — 1968
Associate, Business/Secretarial
National Bank of Arizona 2002 - February 2012
Matrix Capital Bank 2001 - 2001
Citizens Bank, MA (Formerly USTrust) 1994 - 2000
Fleet Bank of MA (Formerly Bank of New England) 1988 - 1994
Skills
Real Estate, Commercial Real Estate, Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Lines Of Credit, Finance, Portfolio Management, Small Business Lending, Mortgage Lending
Education
Bellevue College 1984 — 1986
Associate, Marketing
Husson University 1966 — 1968
Associate, Business/Secretarial
Patrick Hatten Patrick Hatten's Matrix Capital Bank Experience January 2004 - June 2005
Job Vice President SBA Loan Officer at First Community Bank
Industry Banking
Experience
First Community Bank March 2014 - Present
Metro Phoenix Bank April 2010 - March 2014
Temecula Valley Bank January 2005 - January 2009
Matrix Capital Bank January 2004 - June 2005
GE Capital June 2001 - January 2005
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Loans, Underwriting, Commercial Mortgages, Loan Origination, Banking, Credit, Due Diligence, Commercial Banking, Middle Market, Business Strategy
Education
Arizona State University 1975 — 1979
Bachelor of Science (BS), Business Marketing
Anoka High School 1969 — 1972
First Community Bank March 2014 - Present
Metro Phoenix Bank April 2010 - March 2014
Temecula Valley Bank January 2005 - January 2009
Matrix Capital Bank January 2004 - June 2005
GE Capital June 2001 - January 2005
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Loans, Underwriting, Commercial Mortgages, Loan Origination, Banking, Credit, Due Diligence, Commercial Banking, Middle Market, Business Strategy
Education
Arizona State University 1975 — 1979
Bachelor of Science (BS), Business Marketing
Anoka High School 1969 — 1972
Allemreh Stoker's Matrix Capital Bank Experience September 2001 - January 2006
Job Experienced Quality Assurance Professional
Industry Financial Services
Experience
Comcast February 2015 - Present
Comcast August 2013 - February 2015
United Western Bank/First Citizens Bank February 2011 - June 2012
United Western Bank September 2007 - January 2011
Matrix Capital Bank/United Western Bank January 2006 - January 2007
Matrix Capital Bank September 2001 - January 2006
Skills
Analytics, Administrative..., Bookkeeping, Business, Customer Service, Coordination, Entrepreneurship, Entertainment, E-Learning, Events, Financial Risk, General Ledger, Internet, iPhone, Invoicing, Keyword Research, Keyboards, Knowledge Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, Social Networking, Contract Negotiation, New Business Development, Office Management, Organization, PowerPoint, Problem Solving, Strategic Planning, Packaging, Quality Assurance, Quality Management, Qualitative Research, Quality Center, Quality Auditing, R&D, Web Applications, Web Services, Windows, Writing, Process Improvement, Operations Management, Teamwork, Analysis, Policy
Education
Colorado State University 2014 — 2016
Master 's degree, Project Management
Colorado State University 2011 — 2012
Bachelor's degree, Business Management, 3.45
Metropolitan State College of Denver 2007 — 2010
Business Administration and Management, General
Comcast February 2015 - Present
Comcast August 2013 - February 2015
United Western Bank/First Citizens Bank February 2011 - June 2012
United Western Bank September 2007 - January 2011
Matrix Capital Bank/United Western Bank January 2006 - January 2007
Matrix Capital Bank September 2001 - January 2006
Skills
Analytics, Administrative..., Bookkeeping, Business, Customer Service, Coordination, Entrepreneurship, Entertainment, E-Learning, Events, Financial Risk, General Ledger, Internet, iPhone, Invoicing, Keyword Research, Keyboards, Knowledge Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, Social Networking, Contract Negotiation, New Business Development, Office Management, Organization, PowerPoint, Problem Solving, Strategic Planning, Packaging, Quality Assurance, Quality Management, Qualitative Research, Quality Center, Quality Auditing, R&D, Web Applications, Web Services, Windows, Writing, Process Improvement, Operations Management, Teamwork, Analysis, Policy
Education
Colorado State University 2014 — 2016
Master 's degree, Project Management
Colorado State University 2011 — 2012
Bachelor's degree, Business Management, 3.45
Metropolitan State College of Denver 2007 — 2010
Business Administration and Management, General
David Jacobson David Jacobson's Matrix Capital Bank Experience 2005 - 2006
Job Client Development Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
SYNNEX June 2014 - September 2014
Fisher Investments October 2012 - November 2013
Fisher Investments January 2011 - October 2012
Fisher Investments August 2010 - December 2010
Fisher Investments January 2008 - July 2010
Matrix Capital Bank 2005 - 2006
Iowa Grain Company 2003 - 2005
Skills
Asset Management, Portfolio Management, Financial Analysis, Market Research, Investments, Equities, Wealth Management, Excel, Securities, Microsoft Office, New Business Development, Sales Management, Financial Planning, Strategic Planning, PowerPoint, Social Media, Consultative Selling, Trading, Financial Modeling, Marketing Strategy, Public Speaking, Analysis, Forecasting, Retirement Planning, Asset Allocation, Research, Risk Management, Market Analysis, Team Building, Economics, High Net Worth..., Capital Markets, Investment Strategies, Funding, Competitive Analysis, Retirement, Investment Advisory, Mentoring, Financial Markets, Bonds, Commodities, Direct Sales, Client Service, Industry Analysis, Asset Managment, Strategic Financial..., Selling, Series 65, Investment Management, Management
Education
University of California, Davis 2012 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder
Bachelors, Economics
Memphis University School
Fisher Investments October 2013 - Present
SYNNEX June 2014 - September 2014
Fisher Investments October 2012 - November 2013
Fisher Investments January 2011 - October 2012
Fisher Investments August 2010 - December 2010
Fisher Investments January 2008 - July 2010
Matrix Capital Bank 2005 - 2006
Iowa Grain Company 2003 - 2005
Skills
Asset Management, Portfolio Management, Financial Analysis, Market Research, Investments, Equities, Wealth Management, Excel, Securities, Microsoft Office, New Business Development, Sales Management, Financial Planning, Strategic Planning, PowerPoint, Social Media, Consultative Selling, Trading, Financial Modeling, Marketing Strategy, Public Speaking, Analysis, Forecasting, Retirement Planning, Asset Allocation, Research, Risk Management, Market Analysis, Team Building, Economics, High Net Worth..., Capital Markets, Investment Strategies, Funding, Competitive Analysis, Retirement, Investment Advisory, Mentoring, Financial Markets, Bonds, Commodities, Direct Sales, Client Service, Industry Analysis, Asset Managment, Strategic Financial..., Selling, Series 65, Investment Management, Management
Education
University of California, Davis 2012 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder
Bachelors, Economics
Memphis University School
Erik Goldenson Erik Goldenson's Matrix Capital Bank Experience 2000 - 2003
Job KS State Bank Area Sales Manager
Industry Financial Services
Experience
KS State Bank February 2014 - Present
KS State Bank August 2012 - Present
MetLife Home Loans September 2009 - October 2011
First Horizon Home Loans February 2003 - September 2009
Matrix Capital Bank 2000 - 2003
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA, Loan Origination, Residential Mortgages, VA loans, USDA, FHA financing, Credit, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., Government Loans, Underwriting, Construction Loans, Credit Analysis, Consumer Lending, Commercial Lending, Loss Mitigation, Banking, Home Equity Loans, FHA Financing, VA Loans
Education
University of Arizona 1988 — 1993
Bachelor's degree, Communication and Media Studies
KS State Bank February 2014 - Present
KS State Bank August 2012 - Present
MetLife Home Loans September 2009 - October 2011
First Horizon Home Loans February 2003 - September 2009
Matrix Capital Bank 2000 - 2003
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA, Loan Origination, Residential Mortgages, VA loans, USDA, FHA financing, Credit, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., Government Loans, Underwriting, Construction Loans, Credit Analysis, Consumer Lending, Commercial Lending, Loss Mitigation, Banking, Home Equity Loans, FHA Financing, VA Loans
Education
University of Arizona 1988 — 1993
Bachelor's degree, Communication and Media Studies
Kelly Carranza Kelly Carranza's Matrix Capital Bank Experience October 2001 - October 2003
Job Director, Financial Reporting at Array BioPharma Inc.
Industry Accounting
Experience
Array BioPharma Inc. January 2013 - Present
Ciber, Inc. January 2006 - January 2013
Ciber, Inc. December 2004 - December 2005
Matrix Capital Bank October 2001 - October 2003
Matrix Bancorp, Inc. November 1997 - October 2001
KPMG September 1994 - October 1997
Skills
Financial Reporting, Accounting, GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Auditing, Finance, External Audit, SEC Filings, Sarbanes-Oxley, Budgets
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
Masters, Accountancy
Knox College 1988 — 1992
Bachelor, Economics
Array BioPharma Inc. January 2013 - Present
Ciber, Inc. January 2006 - January 2013
Ciber, Inc. December 2004 - December 2005
Matrix Capital Bank October 2001 - October 2003
Matrix Bancorp, Inc. November 1997 - October 2001
KPMG September 1994 - October 1997
Skills
Financial Reporting, Accounting, GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Auditing, Finance, External Audit, SEC Filings, Sarbanes-Oxley, Budgets
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
Masters, Accountancy
Knox College 1988 — 1992
Bachelor, Economics
Samuel Clarke's Matrix Capital Bank Experience March 1999 - January 2002
Job Vice President, Information Technology CIC Bancshares
Industry Banking
Experience
Guaranty Bank and Trust Company July 2015 - Present
Centennial Bank 2013 - July 2015
First Citizens Bank March 2011 - January 2013
United Western Bancorp March 1999 - April 2011
Matrix Capital Bank March 1999 - January 2002
New Mexico State University February 1998 - March 1999
Skills
Security, Management, Vendor Management, Risk Management, Banking, Project Management, Strategic Planning, Information Technology, IT Operations, Disaster Recovery, Project Planning, Networking, Governance, Budgets, Process Improvement, IT Strategy, Operations Management, Executive Management, Troubleshooting, Business Development, Business Analysis, Leadership, Information Security, SharePoint, CRM, IT Management, Training, Analysis, Team Leadership, Business Continuity, Change Management, Mergers & Acquisitions, Team Management, Data Center, SDLC, Team Building, Windows, Integration, Business Process..., Mergers, Negotiation, Program Management, Compliance, Policy, Budgeting, Contract Negotiation, Product Development, ITIL, Planning
Education
New Mexico State University 1993 — 1997
New Mexico State University 1992 — 1997
Guaranty Bank and Trust Company July 2015 - Present
Centennial Bank 2013 - July 2015
First Citizens Bank March 2011 - January 2013
United Western Bancorp March 1999 - April 2011
Matrix Capital Bank March 1999 - January 2002
New Mexico State University February 1998 - March 1999
Skills
Security, Management, Vendor Management, Risk Management, Banking, Project Management, Strategic Planning, Information Technology, IT Operations, Disaster Recovery, Project Planning, Networking, Governance, Budgets, Process Improvement, IT Strategy, Operations Management, Executive Management, Troubleshooting, Business Development, Business Analysis, Leadership, Information Security, SharePoint, CRM, IT Management, Training, Analysis, Team Leadership, Business Continuity, Change Management, Mergers & Acquisitions, Team Management, Data Center, SDLC, Team Building, Windows, Integration, Business Process..., Mergers, Negotiation, Program Management, Compliance, Policy, Budgeting, Contract Negotiation, Product Development, ITIL, Planning
Education
New Mexico State University 1993 — 1997
New Mexico State University 1992 — 1997
Christopher B. Fleming's Matrix Capital Bank Experience January 1998 - January 2000
Job Area Manager at Waterstone Mortgage Corporation
Industry Banking
Experience
Waterstone Mortgage Corporation October 2013 - Present
Waterstone Mortgage Corporation September 2009 - Present
Express One Mortgage Corporation 2004 - 2009
AmPro Mortgage Corporation (formerly Matrix) January 2000 - January 2004
Matrix Capital Bank January 1998 - January 2000
Skills
Loan Origination, Refinance, Loans, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Credit, VA loans, USDA, Construction Loans, Mortgage Underwriting, Reverse Mortgages, Certified Mortgage..., Government Loans, FHA financing, Credit Analysis, VA Loans, FHA Financing
Education
Scottsdale Community College 1997 — 2001
Associate's Degree, Business Management
Waterstone Mortgage Corporation October 2013 - Present
Waterstone Mortgage Corporation September 2009 - Present
Express One Mortgage Corporation 2004 - 2009
AmPro Mortgage Corporation (formerly Matrix) January 2000 - January 2004
Matrix Capital Bank January 1998 - January 2000
Skills
Loan Origination, Refinance, Loans, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Credit, VA loans, USDA, Construction Loans, Mortgage Underwriting, Reverse Mortgages, Certified Mortgage..., Government Loans, FHA financing, Credit Analysis, VA Loans, FHA Financing
Education
Scottsdale Community College 1997 — 2001
Associate's Degree, Business Management
Tom Goodloe's Matrix Capital Bank Experience November 2005 - June 2006
Job Prepaid Account Management at Visa USA
Industry Banking
Experience
Visa, Inc. January 2007 - Present
Matrix Capital Bank November 2005 - June 2006
First Data Corp August 2002 - November 2005
U.S. Bank February 2002 - August 2002
AT&T Business Services January 2000 - September 2001
U.S. Bank Merchant Payment Services March 1995 - January 2000
Skills
Relationship Management, Payments, CRM, B2B, Strategy, Debit Cards, Vendor Management, Sales Management, Business Development, Payment Card Processing, Payment Systems, Management, Electronic Payments, Financial Services, Mobile Payments, Sales, Credit Cards
Education
Southern Methodist University
B.A.
Visa, Inc. January 2007 - Present
Matrix Capital Bank November 2005 - June 2006
First Data Corp August 2002 - November 2005
U.S. Bank February 2002 - August 2002
AT&T Business Services January 2000 - September 2001
U.S. Bank Merchant Payment Services March 1995 - January 2000
Skills
Relationship Management, Payments, CRM, B2B, Strategy, Debit Cards, Vendor Management, Sales Management, Business Development, Payment Card Processing, Payment Systems, Management, Electronic Payments, Financial Services, Mobile Payments, Sales, Credit Cards
Education
Southern Methodist University
B.A.
Bill Alread's Matrix Capital Bank Experience 1998 - 2000
Job Managing Partner at Steel Mountain Capital
Industry Financial Services
Experience
Steel Mountain Capital 2005 - Present
Security National 2000 - 2005
Matrix Capital Bank 1998 - 2000
Education
University of Arkansas 1981 — 1985
Steel Mountain Capital 2005 - Present
Security National 2000 - 2005
Matrix Capital Bank 1998 - 2000
Education
University of Arkansas 1981 — 1985
Jeffrey Dowden's Matrix Capital Bank Experience November 2002 - November 2005
Job AVP REO SLS Specialized Asset Management
Industry Real Estate
Experience
SLS Specialized Asset Management April 2010 - Present
SafeHaus Asset Management / Robert J. Hopp & Associates July 2009 - April 2010
First American REO Servicing November 2006 - July 2009
AssetLink / ServiceLink November 2005 - November 2006
Matrix Capital Bank November 2002 - November 2005
Skills
Investors, Real Estate Transactions, Sellers, REO, Real Estate, Foreclosures, Loss Mitigation, Short Sales, Property Management, Investment Properties, 1031 Exchanges, ABR, Agents, Apartments, Appraisals, Asset, Asset Management, Asset Managment, Brokerage, Buyer Representation, Buyers, Commercial Real Estate, Condos, Default, Disposition, FHA, First Time Home Buyers, HUD, Income Properties, Leases, Listings, Loan Origination, Loan Servicing, Loans, Luxury, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Move Up Buyers, New Home Sales, New Homes, Portfolio Management, Property, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Property, Referrals, Refinance, Relocation
Education
Van Education Center 2004 — 2005
Real Estate Associate Broker
Triton-College 2002 — 2003
Pre-Med General Studies
Metropolitan State University of Denver 1996 — 2000
Psychology, Elementary Teaching
SLS Specialized Asset Management April 2010 - Present
SafeHaus Asset Management / Robert J. Hopp & Associates July 2009 - April 2010
First American REO Servicing November 2006 - July 2009
AssetLink / ServiceLink November 2005 - November 2006
Matrix Capital Bank November 2002 - November 2005
Skills
Investors, Real Estate Transactions, Sellers, REO, Real Estate, Foreclosures, Loss Mitigation, Short Sales, Property Management, Investment Properties, 1031 Exchanges, ABR, Agents, Apartments, Appraisals, Asset, Asset Management, Asset Managment, Brokerage, Buyer Representation, Buyers, Commercial Real Estate, Condos, Default, Disposition, FHA, First Time Home Buyers, HUD, Income Properties, Leases, Listings, Loan Origination, Loan Servicing, Loans, Luxury, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Move Up Buyers, New Home Sales, New Homes, Portfolio Management, Property, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Property, Referrals, Refinance, Relocation
Education
Van Education Center 2004 — 2005
Real Estate Associate Broker
Triton-College 2002 — 2003
Pre-Med General Studies
Metropolitan State University of Denver 1996 — 2000
Psychology, Elementary Teaching
Julie Riccatone's Matrix Capital Bank Experience November 1993 - September 2000
Job Senior Vice President at Steel Mountain Capital
Industry Real Estate
Experience
Steel Mountain Capital March 2005 - Present
Security National Servicing Corporation September 2000 - March 2005
Matrix Capital Bank November 1993 - September 2000
Skills
Mortgage Banking, Loans, Portfolio Management, Residential, Risk Management, Mortgage, Asset Management
Education
Adams State University 1981 — 1984
Accounting/Computer Science
Steel Mountain Capital March 2005 - Present
Security National Servicing Corporation September 2000 - March 2005
Matrix Capital Bank November 1993 - September 2000
Skills
Mortgage Banking, Loans, Portfolio Management, Residential, Risk Management, Mortgage, Asset Management
Education
Adams State University 1981 — 1984
Accounting/Computer Science
Yolanda Byford's Matrix Capital Bank Experience 1998 - 2004
Job Owner at Yolanda Byford Consulting
Industry Consumer Services
Experience
Y Byford Consulting August 2015 - Present
Carter Bain Wealth Management January 2007 - October 2011
Wells Fargo Home Mortgage 2004 - 2006
Matrix Capital Bank 1998 - 2004
Skills
Mortgage Industry, Mortgage Underwriting, Underwriting, Residential Mortgages, Mortgage Lending, Mortgage Servicing, Due Diligence, FHA Financing, VA Loans, Conventional Financing, Collateral, Office Management, Office Administration, Microsoft Word, Calendars, Customer Service, Outlook, Telephone Skills, Administrative..., Spreadsheets, PowerPoint, QuickBooks, Fax
Education
The University of New Mexico 1972 — 1974
Communicative Disorders
Y Byford Consulting August 2015 - Present
Carter Bain Wealth Management January 2007 - October 2011
Wells Fargo Home Mortgage 2004 - 2006
Matrix Capital Bank 1998 - 2004
Skills
Mortgage Industry, Mortgage Underwriting, Underwriting, Residential Mortgages, Mortgage Lending, Mortgage Servicing, Due Diligence, FHA Financing, VA Loans, Conventional Financing, Collateral, Office Management, Office Administration, Microsoft Word, Calendars, Customer Service, Outlook, Telephone Skills, Administrative..., Spreadsheets, PowerPoint, QuickBooks, Fax
Education
The University of New Mexico 1972 — 1974
Communicative Disorders
Michelle Ambroze Swenholt's Matrix Capital Bank Experience November 1991 - April 2007
Job Managing Member at Mortgage Trade Solutions, LLC
Industry Financial Services
Experience
Mortgage Trade Solutions, LLC February 2014 - Present
MountainView Capital Group, LLC April 2007 - February 2014
Matrix Capital Bank November 1991 - April 2007
Skills
Mortgage Servicing, Trading, Residential Mortgages, Underwriting, Banking, Financial Services, Management, Loan Servicing, Loss Mitigation, FHA
Education
University of Iowa 1976 — 1980
Business, Marketing
Mortgage Trade Solutions, LLC February 2014 - Present
MountainView Capital Group, LLC April 2007 - February 2014
Matrix Capital Bank November 1991 - April 2007
Skills
Mortgage Servicing, Trading, Residential Mortgages, Underwriting, Banking, Financial Services, Management, Loan Servicing, Loss Mitigation, FHA
Education
University of Iowa 1976 — 1980
Business, Marketing